Version Control Systems TortoiseHg and Bitbucket

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1 Martin Krippel Department of Information Engineering and Process Control Faculty of Chemical and Food Technology Slovak University of Technology in Bratislava

2 1. Version Control Systems (VCS) It is a software primary used for recording changes made to tracked documents or another files. The changes are stored in special files which are forming database of project history. Location of these metadata is called repository. While these systems are in most cases used on files readable to people, e.g. documents, source code of software or source files of web pages, you can use version control system almost on any type of file. When some company or just smaller group of people working on same project, usage of VCS is strongly recommended. Except of fact that it stores whole project history as a list of uniquely numbered versions with corresponding metadata, it also allows users to revert changes, recalling an older version, merging parallel branches of same project, adding or removing files from project and more. It also provides information about each version including its unique number (hash value), name of its author, creation date, changes made in project files and its comparison with another version. Concept of version control systems was also developing through time. Idea of its purpose was same, but approaches to achieving the best way to manage project history was changing. Today we know following basic types of these systems: Local VCS The oldest approach, formerly it cannot be called a system at all, because it was realized manually by user by creating folders (ideally timestamped) and then copying all project files into it. Although it is very prone to errors, time ineffective and it is also wasting storage space, it is still quite often used for personal usage. That is why we call it local, because it is not directly counting with sharing of project files between more users and it is definitely not supporting other file formats than local one. Later, this approach was transformed into first real VCS by creating software that allowed users store versions automatically and its metadata were stored into local database. Centralized VCS This approach was developed because of increasing need of collaboration between more developers. Concept of system includes one server with central repository and each project participant was getting files from it. User then pushed local changes onto server as a new version. These systems allowed more developers to participate on same project and it was much easier to maintain the repository and track down activity of each participant. However, even this approach had some serious downsides. First one is the dependence on server, once it will go down without backup, all history of project is lost. Second one is quite difficult synchronization of parallel work on same file. Distributed VCS The newest approach, it gives up any central repository, only local working copies of project exist. Each developer is free to work on his copy on any time and pulling from repository of another participant only occurs when developer decides to do so. Same way is working pushing local version to another repository, but this is not permitted in general. Either only specific users are permissions for pushing or pull request will be send to the owner of local repository. In present, the most used type of VCS is distributed with -2-

3 central server. It combines advantage from both approaches. Server repository serves as canonical version of project, but no participant is forced to use it necessarily and is free to develop own version stored in local repository. Owner of canonical repository can eventually pull from local repositories and make their version canonical. 2. TortoiseHg It is one of the best-known graphical user interface (GUI) tools for Mercurial distributed revision control system. Like Mercurial, it is cross-platform and can be installed on Microsoft Windows (from XP), Linux or Mac OS X. While installer for Windows contains also Mercurial, which comes as an extension of Windows shell, other platforms require already installed Mercurial. After installation TortoiseHg commands should be available directly from context menu in File Explorer. It also provides GUI (called Workbench) for managing repository and performing Mercurial commands, support for visual diff/merge tools as well as support for Mercurial web-based hosting services like Bitbucket. Installation Varies from operating system on your machine: Windows - simple installation via MSI installer. Installer can be downloaded from official webpage. Then just launch it and follow its instructions. After successful install, reboot is usually required. After rebooting your system, everything should be functional and ready to use. Linux - can depend on your Linux distribution. It requires installed Mercurial on your system. The easiest way to install it (at least on Ubuntu-based systems) is to open console and type following commands: sudo apt-get update sudo apt-get install tortoisehg If Mercurial is not installed on your system, installation will be stopped and system will inform you that you have to install Mercurial first. You can do it for example with one extra command: sudo apt-get install mercurial Second option is downloading installation packages from official webpage, just make sure you are using correct package for your distribution. Available install packages used in the first two methods are very often containing older versions of TortoiseHg, so if you require only the latest version of this software, your only option is source install method, where software is built directly from source files located in official repository. I have found following webpage which contains steps how to achieve this on Ubuntu-based systems. Mac OS X - as I do not have any experience with this operating system, I cannot assure that following hint will work on every version of system. There are ZIP installation packages available for Mac OS X on official webpage, but for long time only option was source install method. So for Mac users, I am also providing link to this page, where can -3-

4 be found several methods and detailed instructions of this type of installation. Separate installation of Mercurial is necessary, but this step is already covered on mentioned page. Configuration Once successfully installed, configuring TortoiseHg should be roughly same for all platforms. To be more exact, configuration steps should be same version on different systems. Only differences can occur when selecting external tools for diff/merge, etc. From now, I am describing all steps and hints for TortoiseHg only in Workbench (GUI). So after launching this application, you can access configuration settings by clicking on File and then selecting Settings from the menu (see Screenshot 4 for details). A window with settings will appear (see Screenshot 1). Screenshot 1: Configuration window On initial page of this window (tab TortoiseHg), you can set up language of application, configure external merge tool for conflicts or visual editor (opened tool for editing files, when you click on them in application). There are lot of settings available in this window separated into tabs by different categories. Each setting, which you do not specify manualy -4-

5 is set to unspecified, but this does not mean, it is missing. It is just preset to default value. These values are in most cases most used in common, so you do not have to spend lot of time configuring TortoiseHg. Most important settings are abovementioned tools in first tab and then in Commit tab, you should specify your username (unless you want to be asked for it during every commit). You can also set automatic push after commit here or specify file with list of ignored files (see Screenshot 2). Screenshot 2: Configuration window - Commit tab 3. Bitbucket It is web-based hosting service, which provides online (cloud) storage space for projects that are using Mercurial or Git (since October 2011) version control systems. It offers either free accounts or paid accounts for commercial projects. Free account can create unlimited number of private or public repositories and each project can have up to five users. Amount of users in the case of commercial project depends on chosen paid plan from the offer. It also supports academic projects, which has same properties as commercial, -5-

6 but no payment is required. All one needs to do is just to sign-up with academic address and account will be automatically converted, if the institute is among supported. Signing up Firstly, on account creation page just enter your address and confirm it with Continue button. Then you will be asked for your full name and password. Second step consists of confirming given address. You have to open your mailbox and then message from Atlassian and finally click on link with text Verify my address. After doing it, Bitbucket will open again, asking for your username. Choose it wisely, as it will be appended into URL of each your repository you will create in future. After entering it and clicking on Continue button, you will be placed into your Dashboard page. Your account has been successfully created now and you can start using Bitbucket. Before start Once you have created account, before you start working on your project, it is good to do some things. For simplicity, let us assume that you have free account and you are not participating on some commercial project with more developers. Just imagine you are working on some simply application and you want it to be open-source with option of its improvement from another people. Of course, after creating account you can personalize it or change its settings by clicking on user icon in upper right corner of the page and then selecting Bitbucket settings from the menu. It will redirect you to the page with settings, where you can change account and profile settings like your name, username, addresses, option to pay commercial plan, changing password or another. You can also set up your SSH access by inserting public key here. But firstly, you need to generate SSH key on your local machine and set up the local SSH client. This operation differs on each operating system and it is not subject of this work. SSH access will provide you easy communication between Bitbucket and local version control system. By default, Bitbucket is using HTTPS protocol. URL of the repository for both cases can be found directly on the page. Then you can start working either by creating new repository or importing existing one from local machine. You can also fork repository of another user on Bitbucket. This operation will create clone of that repository on your account. Now you can work on your version of the project locally, then push changes into your cloned repository and if you think, your changes can contribute to original project development, you can send pull request to original repository owner. He can either accept it, pull it from you and merge it, or decline it. Same way, another people can fork your projects and send you pull requests. See Screenshot 3 for exact locations of link to account settings in options menu and URL of repository. On the screenshot is visible right part of the repository page on Bitbucket. -6-

7 Screenshot 3: Bitbucket repository page -7-

8 4. Mercurial Commands in TortoiseHg Here I will mention chosen Mercurial commands, their functionality and I will show how to launch them in TortoiseHg: hg init - initializes new repository in current folder - click on File in application main context menu and select New Repository from dropdown menu (see Screenshot 4), then specify or browse for desired directory and confirm your choice. Screenshot 4: New local repository -8-

9 hg clone - creates copy of existing repository in desired folder - select Clone Repository from the same menu as on Screenshot 4, then in next window (see Screenshot 5) specify source and destination and confirm action by clicking on button Clone. Screenshot 5: Cloning existing repository hg log - shows history of project versions, also can display its tree graph or just one revision hg tip - shows the latest version of project hg identify - shows hash value of current version - in TortoiseHg, there is no need for launching abovementioned or any other commands that review history. All is displayed automatically. You will switch into reviewing mode by clicking on icon, which is on Screenshot 5 highlighted in red square. By clicking on icons highlighted in green rectangle, you can change actually reviewing version. By clicking on house icon, you will choose actual working version, by clicking on second icon, you will specify number of version you want to review. You can achieve this by clicking on desired version directly on the project log (in black rectangle), where you can see whole project version including its tree. Hash value, local number, description and tags are available in the part of window highlighted in purple rectangle and changed files are shown in the list located left to this purple rectangle. For selected file, you can see changes made in this version in area highlighted in blue rectangle. Note that in TortoiseHg, in the top of version tree is always displayed current directory, but it is not counted as another version. You can find latest version by yellow tag with text tip in description of version. Green tag with text default means that version is head of current branch. -9-

10 Screenshot 6: Reviewing project history in TortoiseHg hg add - adds new previously unversioned files to next commit hg status - shows modified files in working directory hg diff - shows changes in file(s) hg remove - deletes file and stops watching it hg rename - renames file hg forget - stop watching file, but does not delete it from directory hg cat - outputs current or given version of files - like history commands, working with files is much simplified in this GUI. You can switch into working and commit mode by clicking on button highlighted in red square on Screenshot 7. Layout of application window will remain same, so you can find list of all files in working directory including their status. You can refresh the list with refresh button highlighted in green square. You can select multiple files and by right-clicking on them, menu with actions will appear. Here you can either Add them to project, Forget them, remove them (Remove Versioned), rename or copy them. Available actions in menu depends on the status of selected files. Content of file including difference is displayed in same area as in review mode (Screenshot 6). -10-

11 Screenshot 7: Reviewing and making changes in working directory hg commit - records changes to local database - select files you want to include by checking checkbox in file list, then write message into message text area (one with blue rectangle inside on Screenshot 8) and finally click on button Commit (in green rectangle). Screenshot 8: Commit -11-

12 hg revert - reverts files to specified previous version - in this GUI you can specify files that will be reverted. In file list, right-click on selected files and select Revert from menu (Screenshot 8). Then choose if you want to make backups or not in next window (see Screenshot 9) Screenshot 9: Reverting hg update - updates working directory with last or specified version - in the project log area, right-click on desired version and from menu, select Update (see Screenshot 10). Then another window appears, where can you eventually change revision and specify more parameters (checkboxes). Then you will launch command by clicking on button Update. Screenshot 10: Selecting version to update Screenshot 11: Updating -12-

13 hg incoming - shows changes which will pull bring hg pull - gets actual version from central database hg outgoing - shows changes which will push send hg push - sends actual version of local database to central - Synchronizing commands can be triggered by pressing one of four buttons highlighted in red rectangle on Screenshot 12. First one (from the left) will display incoming versions in area for version log. Second one will pull it into working directory, so subsequent update is needed. Third icon will display outgoing versions and last one will try to push them into central repository. You have to confirm push (Screenshot 13) and then type password (when using HTTPS) to obtain write permissions (Screenshot 14) Screenshot 12: Synchronizing Screenshot 13: Pushing Screenshot 14: Access to central database -13-

14 hg merge - merges heads of two branches hg resolve - tries to resolve merging conflicts - You can merge two heads by selecting the one, which is not actual version of project, right-clicking on it, and selecting Merge with Local from the menu (Screenshot 10). Then new window will appear (Screenshot 15), where you can verify merge targets, then by click on Next start merging. Results will be be displayed in next window (Screenshot 16). If there will be unresolved conflicts, you can either right-click on corresponding file and choose Resolve or by double clicking on it launch configured graphical merging tool (KDiff3 in my case, see Screenshot 17). After all conflicts has been resolved, you can finish merging by clicking Next in result window. Screenshot 15: Merging -14-

15 Screenshot 16: Result of merging Screenshot 17: Graphical merging tool KDiff3-15-

16 hg tag - sets tag for chosen version hg tags - displays all tags in database - You can specify tag of selected version by right-clicking on it and selecting Tag from the menu (Screenshot 10). New window will appear (Screenshot 18), which consists of two parts. First one is called Tag, were you specify tag name for selected revision and second one is called Tagged, which displays existing tags. You can create new tag by writing its name and then clicking on button Add or you can remove existing one by selecting it from list located above buttons (empty on screenshot) and clicking on button Remove. Screenshot 18: Tags hg grep - search for expression through project history or desired version. - TortoiseHg provides some limited forms of search or comparison within versions. You can search in chosen version by right-clicking on it and selecting Browse at Revision or Similar Revisions from the menu (Screenshot 10) and specify your demands there. -16-

17 hg backout - cleanly removes changes of selected older version from latest one. - In order to reverse changes of selected version, right-click on it and select Backout from the menu (Screenshot 10). New window will appear (Screenshot 19), where you can check backout version and you will start process by clicking on button Next. This process will automatically creates new version by removing changes and then merging it with latest version. Screenshot 19: Backout -17-

18 hg graft - copies changes from another branch into current one. - You can use this command, when you select version from another branch, right-click on it and select Graft to Local from the menu (Screenshot 10). New window will appear (Screenshot 20), where you can check backout version and you will start command by clicking on button Graft. Only internal merge in current version is performed. Neither new version is created, nor branches are merged, it just copies changes from another branch into head of current one. Screenshot 20: Graft -18-

19 hg phase - display or sets project phase for revision. - You can change phase of selected version by right-clicking on it, selecting Change Phase to from the menu and clicking on desired phase from submenu (Screenshot 21). Screenshot 21: Choosing phase fork - creates clone of repository of another owner in your central database. - On Bitbucket, you will search for desired repository, then from menu (see Screenshot 22) select Fork, then specify details of your copy in subsequent web form (Screenshot 23) and confirm it. Screenshot 22: Forking -19-

20 Screenshot 23: Specifying fork details pull request - sends request to the owner of parent forked repository that you are suggesting him to pull revisions from your cloned repository - On Bitbucket, go to page of your cloned repository, then from menu (see Screenshot 24) select Create pull request, then in subsequent web form (Screenshot 25) you can specify request name, branch of the project or review your changes and send it. Screenshot 24: Pull request -20-

21 Screenshot 25: Creating pull request -21-

22 5. Practical example In this chapter, I will show you simple and simulated (I am not really working on that project) example of using TortoiseHg for project versioning management tool. Bitbucket will be my central repository. From now, I am stopping to label screenshots as they are corresponding to the description of step above them. - I created new empty repository on Bitbucket from Repository menu and chose Mercurial as VCS. - Then I cloned this repository into specified folder on local machine. -22-

23 - I have created new Python source code in working directory, wrote message and committed changes. - As I have not added this file to project, I was asked if I want to do so. I confirmed. -23-

24 - I have modified this file by adding new rows. Difference can be seen in GUI. - I have committed changes and used outgoing command. Because central repository was empty, both versions were shown. -24-

25 - I have pushed changes to Bitbucket. - I have made one change in file and committed changes. -25-

26 - I have updated repository back to the version 1. - I have made another change in same place as in version 2 and committed changes. -26-

27 - I have completely replaced row with previous change and committed this change. - I tried to merge version 4 with version

28 - I resolved conflict in KDiff3 and commited successful merge. - I have pushed new changes to Bitbucket. -28-

29 - Then I have created new documentation file and added it to project. - I have added calculation into source code, wrote message and committed this change. -29-

30 - I have added another line to source code and committed this change. - I have decided that changes in version 6 were mistake and I have launched backout command on it. -30-

31 - Backout was successful, there was no need to resolve any conflicts. - New version 8 was created as a result of backout. -31-

32 - I have pushed all changes to Bitbucket. -32-

33 - New commit from another source appeared on central repository on Bitbucket. -33-

34 - I have launched incoming command to check the state of local database. - I have pulled additional version from central database. -34-

35 - I have updated to the latest version to have my local database actual. - I have added new expansion source file to project and committed this change. -35-

36 - I have changed phase of latest version to secret. From now, development will not be pushed to central repository. - I have added tag called hidden expansion to this secret version. Then I have added expansion log file to the project and committed this change. -36-

37 - Development of expansion halted - there is not need of log file. This file has been removed from project - However, we want to keep source code of expansion. This file has just been excluded from database. -37-

38 - I wrote message about expansion development and committed file changes. - We can see that source code of expansion is still present in working directory. -38-

39 - I have changed repository name and added new changes to original source file. -39-

40 - I have committed test version, changed phase back to draft and then pushed it to Bitbucket. -40-

41 - I have made change in source file and committed it. Then I have updated directory back to the test version (14) and made another changes in source file which resulted into two more commits. Then I decided that changes from another branch are good and I want them in current branch. I launched graft command. - Changes from another branch has been copied to the current version, but second branch is untouched and ready for another development. -41-

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