Pentaho publishes its first montly Service Pack

Pentaho_ContentLast week, Pentaho delivered it’s first service pack full of bug-fixes for the last two releases to our existing customers. I think this now marks the point where Pentaho crossed over from being a wild teenager towards being an responsible adult.

We provide commercial support for our customers as part of the Pentaho support offering, and as part of that we have a long history of fixing critical bugs in releases outside of the normal release cycle.

The main selling point of any commercial support contract is that of an insurance policy – if something goes wrong and your critical systems are down, there is someone who cares and who can fix them for you. It is the kind of service that lets managers sleep at night in the safe knowledge that their factories will run and their reports continue to be delivered when they wake up the next day.

Until recently, customers with show-stopping problems (severity class 1, with no work-around) would have to go through an escalation process to get the bug-fix machine rolling. The escalation, received by our support department, would land on the desk of the engineering group, who would scramble on their feet to fix it as fast as possible. After we have a fix, it goes through some more testing (which can include that we send out early versions of the fix to validate that it really works in your production system) before it gets wrapped up and officially handed back to support as a ‘customer deliverable’ patch release.

One major drawback of that system was: If a bug was not a show-stopper, you would have a rather hard time to get that through as an worthy emergency fix. This easily leads to situations where a low-intensity bug affects a lot of customers, making everyone unhappy, but it never gets addressed for existing releases, as the bug is not severe enough for a single customer.

This system is working well when there is a crisis, and stays around. Sometimes you just can’t wait until the next patch release comes out.

But for us, as engineering group, dropping all tools and jumping onto emergency bug-fixes causes large disruptions in our engineering process. Emergency patches are born in an expensive process.

Therefore, Pentaho now introduces ‘Service Packs’. Similar to how Microsoft, Oracle and all the old companies publish bug-fixes for their software on a regular schedule, Pentaho’s service packs are following that same approach.

Roughly every 4 weeks – to be precisely, usually in the 3rd week of the month – we package up all bug-fixes that we created over the last month, and make it available to all customers as a patch release.

When we allocate some quality bug-fix time in our planing way before there is a panic call, we can work on the fixes without having to jump around wildly. We get more work done by concentrating a week or so on fixing a series of bugs than by context-switching between our product development work and us delivering emergency fixes.

And when we fix bugs regularly, it makes everyone happy.

Customers are happier, as they see we care, that we fix bugs that annoy them, even though they are not blocker problems. Engineering is happier, as we can fix bugs under less pressure, creating a larger number of fixes with less tears. And when it comes to renewal, sales is happier too, as customers who got help during the year are more likely to see the value of a support contract.

How do we decide what issues get fixed?

When the time comes to assemble the list of things we want to address, we have a list of criteria that help us pick and choose. Here are some of the criteria we use, but bear in mind that this list is in no particular order and not complete:

  • How critical is it? (we rather fix critical issues than cosmetic issues)
  • Is it a regression of an existing functionality?
  • What is the impact on customer(s)?
  • Is there a work around available
  • How many customers reported the problem?
  • Is it a data & security issue?
  • How complex is the fix? Does it require large changes? Is it risky?
  • How close to the patch package cut-off date has this bug been reported?

All these metrics get mixed together to help us form an opinion. So a more severe bug that affects only one customer in a highly arcane scenarios may get fix later than a small fix that affects dozens of customers.

Some issues cannot be solved in the short time frame of the allocated bug-fix time. These issues are likely to be scheduled to the next feature release, especially if fixing them involves major code work, along with the risk to create new problems. A bug fix is not really a bug fix if it introduces new bugs, right?

We currently produce service packs for the Pentaho 4.5 and Pentaho 4.8 release. For report designer, this maps to Pentaho Report Designer 3.9 and 3.9.1 respectively.

Let me repeat it to be extra clear: The old escalation process for show-stopper problems (severity class 1, no workaround available) is still there and will not go away. So when you encounter an issue that has a very negative impact on your operations, please continue to use the escalation process to make us aware of that. We then work together to resolve your problem.

Adding Service packs as an additional tool just makes it easier for us to improve our existing products in a more timely fashion, with fixes made to work within your existing product and installation. This way, getting and installing bug fixes can be as easy as installing the latest Windows Update, so that you can spend more time growing your business.

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