1.. SPDX-License-Identifier: CC-BY-SA-2.0-UK
2
3***********************************
4Setting Up to Use the Yocto Project
5***********************************
6
7This chapter provides guidance on how to prepare to use the Yocto
8Project. You can learn about creating a team environment to develop
9using the Yocto Project, how to set up a :ref:`build
10host <dev-manual/start:preparing the build host>`, how to locate
11Yocto Project source repositories, and how to create local Git
12repositories.
13
14Creating a Team Development Environment
15=======================================
16
17It might not be immediately clear how you can use the Yocto Project in a
18team development environment, or how to scale it for a large team of
19developers. You can adapt the Yocto Project to many different use cases
20and scenarios; however, this flexibility could cause difficulties if you
21are trying to create a working setup that scales effectively.
22
23To help you understand how to set up this type of environment, this
24section presents a procedure that gives you information that can help
25you get the results you want. The procedure is high-level and presents
26some of the project's most successful experiences, practices, solutions,
27and available technologies that have proved to work well in the past;
28however, keep in mind, the procedure here is simply a starting point.
29You can build off these steps and customize the procedure to fit any
30particular working environment and set of practices.
31
32#.  *Determine Who is Going to be Developing:* You first need to
33    understand who is going to be doing anything related to the Yocto
34    Project and determine their roles. Making this determination is
35    essential to completing subsequent steps, which are to get your
36    equipment together and set up your development environment's
37    hardware topology.
38
39    Possible roles are:
40
41    -  *Application Developer:* This type of developer does application
42       level work on top of an existing software stack.
43
44    -  *Core System Developer:* This type of developer works on the
45       contents of the operating system image itself.
46
47    -  *Build Engineer:* This type of developer manages Autobuilders and
48       releases. Depending on the specifics of the environment, not all
49       situations might need a Build Engineer.
50
51    -  *Test Engineer:* This type of developer creates and manages
52       automated tests that are used to ensure all application and core
53       system development meets desired quality standards.
54
55#.  *Gather the Hardware:* Based on the size and make-up of the team,
56    get the hardware together. Ideally, any development, build, or test
57    engineer uses a system that runs a supported Linux distribution.
58    These systems, in general, should be high performance (e.g. dual,
59    six-core Xeons with 24 Gbytes of RAM and plenty of disk space). You
60    can help ensure efficiency by having any machines used for testing
61    or that run Autobuilders be as high performance as possible.
62
63    .. note::
64
65       Given sufficient processing power, you might also consider
66       building Yocto Project development containers to be run under
67       Docker, which is described later.
68
69#.  *Understand the Hardware Topology of the Environment:* Once you
70    understand the hardware involved and the make-up of the team, you
71    can understand the hardware topology of the development environment.
72    You can get a visual idea of the machines and their roles across the
73    development environment.
74
75#.  *Use Git as Your Source Control Manager (SCM):* Keeping your
76    :term:`Metadata` (i.e. recipes,
77    configuration files, classes, and so forth) and any software you are
78    developing under the control of an SCM system that is compatible
79    with the OpenEmbedded build system is advisable. Of all of the SCMs
80    supported by BitBake, the Yocto Project team strongly recommends using
81    :ref:`overview-manual/development-environment:git`.
82    Git is a distributed system
83    that is easy to back up, allows you to work remotely, and then
84    connects back to the infrastructure.
85
86    .. note::
87
88       For information about BitBake, see the
89       :doc:`bitbake:index`.
90
91    It is relatively easy to set up Git services and create infrastructure like
92    :yocto_git:`/`, which is based on server software called
93    `Gitolite <https://gitolite.com>`__
94    with `cgit <https://git.zx2c4.com/cgit/about/>`__ being used to
95    generate the web interface that lets you view the repositories.
96    ``gitolite`` identifies users using SSH keys and allows
97    branch-based access controls to repositories that you can control as
98    little or as much as necessary.
99
100#.  *Set up the Application Development Machines:* As mentioned earlier,
101    application developers are creating applications on top of existing
102    software stacks. Here are some best practices for setting up
103    machines used for application development:
104
105    -  Use a pre-built toolchain that contains the software stack
106       itself. Then, develop the application code on top of the stack.
107       This method works well for small numbers of relatively isolated
108       applications.
109
110    -  Keep your cross-development toolchains updated. You can do this
111       through provisioning either as new toolchain downloads or as
112       updates through a package update mechanism using ``opkg`` to
113       provide updates to an existing toolchain. The exact mechanics of
114       how and when to do this depend on local policy.
115
116    -  Use multiple toolchains installed locally into different
117       locations to allow development across versions.
118
119#.  *Set up the Core Development Machines:* As mentioned earlier, core
120    developers work on the contents of the operating system itself.
121    Here are some best practices for setting up machines used for
122    developing images:
123
124    -  Have the :term:`OpenEmbedded Build System` available on
125       the developer workstations so developers can run their own builds
126       and directly rebuild the software stack.
127
128    -  Keep the core system unchanged as much as possible and do your
129       work in layers on top of the core system. Doing so gives you a
130       greater level of portability when upgrading to new versions of
131       the core system or Board Support Packages (BSPs).
132
133    -  Share layers amongst the developers of a particular project and
134       contain the policy configuration that defines the project.
135
136#.  *Set up an Autobuilder:* Autobuilders are often the core of the
137    development environment. It is here that changes from individual
138    developers are brought together and centrally tested. Based on this
139    automated build and test environment, subsequent decisions about
140    releases can be made. Autobuilders also allow for "continuous
141    integration" style testing of software components and regression
142    identification and tracking.
143
144    See ":yocto_ab:`Yocto Project Autobuilder <>`" for more
145    information and links to buildbot. The Yocto Project team has found
146    this implementation works well in this role. A public example of
147    this is the Yocto Project Autobuilders, which the Yocto Project team
148    uses to test the overall health of the project.
149
150    The features of this system are:
151
152    -  Highlights when commits break the build.
153
154    -  Populates an :ref:`sstate
155       cache <overview-manual/concepts:shared state cache>` from which
156       developers can pull rather than requiring local builds.
157
158    -  Allows commit hook triggers, which trigger builds when commits
159       are made.
160
161    -  Allows triggering of automated image booting and testing under
162       the QuickEMUlator (QEMU).
163
164    -  Supports incremental build testing and from-scratch builds.
165
166    -  Shares output that allows developer testing and historical
167       regression investigation.
168
169    -  Creates output that can be used for releases.
170
171    -  Allows scheduling of builds so that resources can be used
172       efficiently.
173
174#.  *Set up Test Machines:* Use a small number of shared, high
175    performance systems for testing purposes. Developers can use these
176    systems for wider, more extensive testing while they continue to
177    develop locally using their primary development system.
178
179#.  *Document Policies and Change Flow:* The Yocto Project uses a
180    hierarchical structure and a pull model. There are scripts to create and
181    send pull requests (i.e. ``create-pull-request`` and
182    ``send-pull-request``). This model is in line with other open source
183    projects where maintainers are responsible for specific areas of the
184    project and a single maintainer handles the final "top-of-tree"
185    merges.
186
187    .. note::
188
189       You can also use a more collective push model. The ``gitolite``
190       software supports both the push and pull models quite easily.
191
192    As with any development environment, it is important to document the
193    policy used as well as any main project guidelines so they are
194    understood by everyone. It is also a good idea to have
195    well-structured commit messages, which are usually a part of a
196    project's guidelines. Good commit messages are essential when
197    looking back in time and trying to understand why changes were made.
198
199    If you discover that changes are needed to the core layer of the
200    project, it is worth sharing those with the community as soon as
201    possible. Chances are if you have discovered the need for changes,
202    someone else in the community needs them also.
203
204#.  *Development Environment Summary:* Aside from the previous steps,
205    here are best practices within the Yocto Project development
206    environment:
207
208    -  Use :ref:`overview-manual/development-environment:git` as the source control
209       system.
210
211    -  Maintain your Metadata in layers that make sense for your
212       situation. See the ":ref:`overview-manual/yp-intro:the yocto project layer model`"
213       section in the Yocto Project Overview and Concepts Manual and the
214       ":ref:`dev-manual/layers:understanding and creating layers`"
215       section for more information on layers.
216
217    -  Separate the project's Metadata and code by using separate Git
218       repositories. See the ":ref:`overview-manual/development-environment:yocto project source repositories`"
219       section in the Yocto Project Overview and Concepts Manual for
220       information on these repositories. See the
221       ":ref:`dev-manual/start:locating yocto project source files`"
222       section for information on how to set up local Git repositories
223       for related upstream Yocto Project Git repositories.
224
225    -  Set up the directory for the shared state cache
226       (:term:`SSTATE_DIR`) where
227       it makes sense. For example, set up the sstate cache on a system
228       used by developers in the same organization and share the same
229       source directories on their machines.
230
231    -  Set up an Autobuilder and have it populate the sstate cache and
232       source directories.
233
234    -  The Yocto Project community encourages you to send patches to the
235       project to fix bugs or add features. If you do submit patches,
236       follow the project commit guidelines for writing good commit
237       messages. See the ":doc:`../contributor-guide/submit-changes`"
238       section in the Yocto Project and OpenEmbedded Contributor Guide.
239
240    -  Send changes to the core sooner than later as others are likely
241       to run into the same issues. For some guidance on mailing lists
242       to use, see the lists in the
243       ":ref:`contributor-guide/submit-changes:finding a suitable mailing list`"
244       section. For a description
245       of the available mailing lists, see the ":ref:`resources-mailinglist`" section in
246       the Yocto Project Reference Manual.
247
248Preparing the Build Host
249========================
250
251This section provides procedures to set up a system to be used as your
252:term:`Build Host` for
253development using the Yocto Project. Your build host can be a native
254Linux machine (recommended), it can be a machine (Linux, Mac, or
255Windows) that uses `CROPS <https://github.com/crops/poky-container>`__,
256which leverages `Docker Containers <https://www.docker.com/>`__ or it
257can be a Windows machine capable of running version 2 of Windows Subsystem
258For Linux (WSL 2).
259
260.. note::
261
262   The Yocto Project is not compatible with version 1 of
263   :wikipedia:`Windows Subsystem for Linux <Windows_Subsystem_for_Linux>`.
264   It is compatible but neither officially supported nor validated with
265   WSL 2. If you still decide to use WSL please upgrade to
266   `WSL 2 <https://learn.microsoft.com/en-us/windows/wsl/install>`__.
267
268Once your build host is set up to use the Yocto Project, further steps
269are necessary depending on what you want to accomplish. See the
270following references for information on how to prepare for Board Support
271Package (BSP) development and kernel development:
272
273-  *BSP Development:* See the ":ref:`bsp-guide/bsp:preparing your build host to work with bsp layers`"
274   section in the Yocto Project Board Support Package (BSP) Developer's
275   Guide.
276
277-  *Kernel Development:* See the ":ref:`kernel-dev/common:preparing the build host to work on the kernel`"
278   section in the Yocto Project Linux Kernel Development Manual.
279
280Setting Up a Native Linux Host
281------------------------------
282
283Follow these steps to prepare a native Linux machine as your Yocto
284Project Build Host:
285
286#. *Use a Supported Linux Distribution:* You should have a reasonably
287   current Linux-based host system. You will have the best results with
288   a recent release of Fedora, openSUSE, Debian, Ubuntu, RHEL or CentOS
289   as these releases are frequently tested against the Yocto Project and
290   officially supported. For a list of the distributions under
291   validation and their status, see the ":ref:`Supported Linux
292   Distributions <system-requirements-supported-distros>`"
293   section in the Yocto Project Reference Manual and the wiki page at
294   :yocto_wiki:`Distribution Support </Distribution_Support>`.
295
296#. *Have Enough Free Memory:* Your system should have at least 50 Gbytes
297   of free disk space for building images.
298
299#. *Meet Minimal Version Requirements:* The OpenEmbedded build system
300   should be able to run on any modern distribution that has the
301   following versions for Git, tar, Python, gcc and make.
302
303   -  Git &MIN_GIT_VERSION; or greater
304
305   -  tar &MIN_TAR_VERSION; or greater
306
307   -  Python &MIN_PYTHON_VERSION; or greater.
308
309   -  gcc &MIN_GCC_VERSION; or greater.
310
311   -  GNU make &MIN_MAKE_VERSION; or greater
312
313   If your build host does not meet any of these listed version
314   requirements, you can take steps to prepare the system so that you
315   can still use the Yocto Project. See the
316   ":ref:`ref-manual/system-requirements:required git, tar, python, make and gcc versions`"
317   section in the Yocto Project Reference Manual for information.
318
319#. *Install Development Host Packages:* Required development host
320   packages vary depending on your build host and what you want to do
321   with the Yocto Project. Collectively, the number of required packages
322   is large if you want to be able to cover all cases.
323
324   For lists of required packages for all scenarios, see the
325   ":ref:`ref-manual/system-requirements:required packages for the build host`"
326   section in the Yocto Project Reference Manual.
327
328Once you have completed the previous steps, you are ready to continue
329using a given development path on your native Linux machine. If you are
330going to use BitBake, see the
331":ref:`dev-manual/start:cloning the \`\`poky\`\` repository`"
332section. If you are going
333to use the Extensible SDK, see the ":doc:`/sdk-manual/extensible`" Chapter in the Yocto
334Project Application Development and the Extensible Software Development
335Kit (eSDK) manual. If you want to work on the kernel, see the :doc:`/kernel-dev/index`. If you are going to use
336Toaster, see the ":doc:`/toaster-manual/setup-and-use`"
337section in the Toaster User Manual. If you are a VSCode user, you can configure
338the `Yocto Project BitBake
339<https://marketplace.visualstudio.com/items?itemName=yocto-project.yocto-bitbake>`__
340extension accordingly.
341
342Setting Up to Use CROss PlatformS (CROPS)
343-----------------------------------------
344
345With `CROPS <https://github.com/crops/poky-container>`__, which
346leverages `Docker Containers <https://www.docker.com/>`__, you can
347create a Yocto Project development environment that is operating system
348agnostic. You can set up a container in which you can develop using the
349Yocto Project on a Windows, Mac, or Linux machine.
350
351Follow these general steps to prepare a Windows, Mac, or Linux machine
352as your Yocto Project build host:
353
354#. *Determine What Your Build Host Needs:*
355   `Docker <https://www.docker.com/what-docker>`__ is a software
356   container platform that you need to install on the build host.
357   Depending on your build host, you might have to install different
358   software to support Docker containers. Go to the Docker installation
359   page and read about the platform requirements in "`Supported
360   Platforms <https://docs.docker.com/engine/install/#supported-platforms>`__"
361   your build host needs to run containers.
362
363#. *Choose What To Install:* Depending on whether or not your build host
364   meets system requirements, you need to install "Docker CE Stable" or
365   the "Docker Toolbox". Most situations call for Docker CE. However, if
366   you have a build host that does not meet requirements (e.g.
367   Pre-Windows 10 or Windows 10 "Home" version), you must install Docker
368   Toolbox instead.
369
370#. *Go to the Install Site for Your Platform:* Click the link for the
371   Docker edition associated with your build host's native software. For
372   example, if your build host is running Microsoft Windows Version 10
373   and you want the Docker CE Stable edition, click that link under
374   "Supported Platforms".
375
376#. *Install the Software:* Once you have understood all the
377   pre-requisites, you can download and install the appropriate
378   software. Follow the instructions for your specific machine and the
379   type of the software you need to install:
380
381   -  Install `Docker Desktop on
382      Windows <https://docs.docker.com/docker-for-windows/install/#install-docker-desktop-on-windows>`__
383      for Windows build hosts that meet requirements.
384
385   -  Install `Docker Desktop on
386      MacOs <https://docs.docker.com/docker-for-mac/install/#install-and-run-docker-desktop-on-mac>`__
387      for Mac build hosts that meet requirements.
388
389   -  Install `Docker Engine on
390      CentOS <https://docs.docker.com/engine/install/centos/>`__
391      for Linux build hosts running the CentOS distribution.
392
393   -  Install `Docker Engine on
394      Debian <https://docs.docker.com/engine/install/debian/>`__
395      for Linux build hosts running the Debian distribution.
396
397   -  Install `Docker Engine for
398      Fedora <https://docs.docker.com/engine/install/fedora/>`__
399      for Linux build hosts running the Fedora distribution.
400
401   -  Install `Docker Engine for
402      Ubuntu <https://docs.docker.com/engine/install/ubuntu/>`__
403      for Linux build hosts running the Ubuntu distribution.
404
405#. *Optionally Orient Yourself With Docker:* If you are unfamiliar with
406   Docker and the container concept, you can learn more here -
407   https://docs.docker.com/get-started/.
408
409#. *Launch Docker or Docker Toolbox:* You should be able to launch
410   Docker or the Docker Toolbox and have a terminal shell on your
411   development host.
412
413#. *Set Up the Containers to Use the Yocto Project:* Go to
414   https://github.com/crops/docker-win-mac-docs/wiki and follow
415   the directions for your particular build host (i.e. Linux, Mac, or
416   Windows).
417
418   Once you complete the setup instructions for your machine, you have
419   the Poky, Extensible SDK, and Toaster containers available. You can
420   click those links from the page and learn more about using each of
421   those containers.
422
423Once you have a container set up, everything is in place to develop just
424as if you were running on a native Linux machine. If you are going to
425use the Poky container, see the
426":ref:`dev-manual/start:cloning the \`\`poky\`\` repository`"
427section. If you are going to use the Extensible SDK container, see the
428":doc:`/sdk-manual/extensible`" Chapter in the Yocto
429Project Application Development and the Extensible Software Development
430Kit (eSDK) manual. If you are going to use the Toaster container, see
431the ":doc:`/toaster-manual/setup-and-use`"
432section in the Toaster User Manual. If you are a VSCode user, you can configure
433the `Yocto Project BitBake
434<https://marketplace.visualstudio.com/items?itemName=yocto-project.yocto-bitbake>`__
435extension accordingly.
436
437Setting Up to Use Windows Subsystem For Linux (WSL 2)
438-----------------------------------------------------
439
440With `Windows Subsystem for Linux (WSL 2)
441<https://learn.microsoft.com/en-us/windows/wsl/>`__,
442you can create a Yocto Project development environment that allows you
443to build on Windows. You can set up a Linux distribution inside Windows
444in which you can develop using the Yocto Project.
445
446Follow these general steps to prepare a Windows machine using WSL 2 as
447your Yocto Project build host:
448
449#. *Make sure your Windows machine is capable of running WSL 2:*
450
451   While all Windows 11 and Windows Server 2022 builds support WSL 2,
452   the first versions of Windows 10 and Windows Server 2019 didn't.
453   Check the minimum build numbers for `Windows 10
454   <https://learn.microsoft.com/en-us/windows/wsl/install-manual#step-2---check-requirements-for-running-wsl-2>`__
455   and for `Windows Server 2019
456   <https://learn.microsoft.com/en-us/windows/wsl/install-on-server>`__.
457
458   To check which build version you are running, you may open a command
459   prompt on Windows and execute the command "ver"::
460
461      C:\Users\myuser> ver
462
463      Microsoft Windows [Version 10.0.19041.153]
464
465#. *Install the Linux distribution of your choice inside WSL 2:*
466   Once you know your version of Windows supports WSL 2, you can
467   install the distribution of your choice from the Microsoft Store.
468   Open the Microsoft Store and search for Linux. While there are
469   several Linux distributions available, the assumption is that your
470   pick will be one of the distributions supported by the Yocto Project
471   as stated on the instructions for using a native Linux host. After
472   making your selection, simply click "Get" to download and install the
473   distribution.
474
475#. *Check which Linux distribution WSL 2 is using:* Open a Windows
476   PowerShell and run::
477
478      C:\WINDOWS\system32> wsl -l -v
479      NAME    STATE   VERSION
480      *Ubuntu Running 2
481
482   Note that WSL 2 supports running as many different Linux distributions
483   as you want to install.
484
485#. *Optionally Get Familiar with WSL:* You can learn more on
486   https://docs.microsoft.com/en-us/windows/wsl/wsl2-about.
487
488#. *Launch your WSL Distibution:* From the Windows start menu simply
489   launch your WSL distribution just like any other application.
490
491#. *Optimize your WSL 2 storage often:* Due to the way storage is
492   handled on WSL 2, the storage space used by the underlying Linux
493   distribution is not reflected immediately, and since BitBake heavily
494   uses storage, after several builds, you may be unaware you are
495   running out of space. As WSL 2 uses a VHDX file for storage, this issue
496   can be easily avoided by regularly optimizing this file in a manual way:
497
498   1. *Find the location of your VHDX file:*
499
500      First you need to find the distro app package directory, to achieve this
501      open a Windows Powershell as Administrator and run::
502
503         C:\WINDOWS\system32> Get-AppxPackage -Name "*Ubuntu*" | Select PackageFamilyName
504         PackageFamilyName
505         -----------------
506         CanonicalGroupLimited.UbuntuonWindows_79abcdefgh
507
508
509      You should now
510      replace the PackageFamilyName and your user on the following path
511      to find your VHDX file::
512
513         ls C:\Users\myuser\AppData\Local\Packages\CanonicalGroupLimited.UbuntuonWindows_79abcdefgh\LocalState\
514         Mode                 LastWriteTime         Length Name
515         -a----         3/14/2020   9:52 PM    57418973184 ext4.vhdx
516
517      Your VHDX file path is:
518      ``C:\Users\myuser\AppData\Local\Packages\CanonicalGroupLimited.UbuntuonWindows_79abcdefgh\LocalState\ext4.vhdx``
519
520   2a. *Optimize your VHDX file using Windows Powershell:*
521
522       To use the ``optimize-vhd`` cmdlet below, first install the Hyper-V
523       option on Windows. Then, open a Windows Powershell as Administrator to
524       optimize your VHDX file, shutting down WSL first::
525
526         C:\WINDOWS\system32> wsl --shutdown
527         C:\WINDOWS\system32> optimize-vhd -Path C:\Users\myuser\AppData\Local\Packages\CanonicalGroupLimited.UbuntuonWindows_79abcdefgh\LocalState\ext4.vhdx -Mode full
528
529       A progress bar should be shown while optimizing the
530       VHDX file, and storage should now be reflected correctly on the
531       Windows Explorer.
532
533   2b. *Optimize your VHDX file using DiskPart:*
534
535       The ``optimize-vhd`` cmdlet noted in step 2a above is provided by
536       Hyper-V. Not all SKUs of Windows can install Hyper-V. As an alternative,
537       use the DiskPart tool. To start, open a Windows command prompt as
538       Administrator to optimize your VHDX file, shutting down WSL first::
539
540         C:\WINDOWS\system32> wsl --shutdown
541         C:\WINDOWS\system32> diskpart
542
543         DISKPART> select vdisk file="<path_to_VHDX_file>"
544         DISKPART> attach vdisk readonly
545         DISKPART> compact vdisk
546         DISKPART> exit
547
548.. note::
549
550   The current implementation of WSL 2 does not have out-of-the-box
551   access to external devices such as those connected through a USB
552   port, but it automatically mounts your ``C:`` drive on ``/mnt/c/``
553   (and others), which you can use to share deploy artifacts to be later
554   flashed on hardware through Windows, but your :term:`Build Directory`
555   should not reside inside this mountpoint.
556
557Once you have WSL 2 set up, everything is in place to develop just as if
558you were running on a native Linux machine. If you are going to use the
559Extensible SDK container, see the ":doc:`/sdk-manual/extensible`" Chapter in the Yocto
560Project Application Development and the Extensible Software Development
561Kit (eSDK) manual. If you are going to use the Toaster container, see
562the ":doc:`/toaster-manual/setup-and-use`"
563section in the Toaster User Manual. If you are a VSCode user, you can configure
564the `Yocto Project BitBake
565<https://marketplace.visualstudio.com/items?itemName=yocto-project.yocto-bitbake>`__
566extension accordingly.
567
568Locating Yocto Project Source Files
569===================================
570
571This section shows you how to locate, fetch and configure the source
572files you'll need to work with the Yocto Project.
573
574.. note::
575
576   -  For concepts and introductory information about Git as it is used
577      in the Yocto Project, see the ":ref:`overview-manual/development-environment:git`"
578      section in the Yocto Project Overview and Concepts Manual.
579
580   -  For concepts on Yocto Project source repositories, see the
581      ":ref:`overview-manual/development-environment:yocto project source repositories`"
582      section in the Yocto Project Overview and Concepts Manual."
583
584Accessing Source Repositories
585-----------------------------
586
587Working from a copy of the upstream :ref:`dev-manual/start:accessing source repositories` is the
588preferred method for obtaining and using a Yocto Project release. You
589can view the Yocto Project Source Repositories at
590:yocto_git:`/`. In particular, you can find the ``poky``
591repository at :yocto_git:`/poky`.
592
593Use the following procedure to locate the latest upstream copy of the
594``poky`` Git repository:
595
596#. *Access Repositories:* Open a browser and go to
597   :yocto_git:`/` to access the GUI-based interface into the
598   Yocto Project source repositories.
599
600#. *Select the Repository:* Click on the repository in which you are
601   interested (e.g. ``poky``).
602
603#. *Find the URL Used to Clone the Repository:* At the bottom of the
604   page, note the URL used to clone that repository
605   (e.g. :yocto_git:`/poky`).
606
607   .. note::
608
609      For information on cloning a repository, see the
610      ":ref:`dev-manual/start:cloning the \`\`poky\`\` repository`" section.
611
612Accessing Source Archives
613-------------------------
614
615The Yocto Project also provides source archives of its releases, which
616are available on :yocto_dl:`/releases/yocto/`. Then, choose the subdirectory
617containing the release you wish to use, for example
618:yocto_dl:`yocto-&DISTRO; </releases/yocto/yocto-&DISTRO;/>`.
619
620You will find there source archives of individual components (if you wish
621to use them individually), and of the corresponding Poky release bundling
622a selection of these components.
623
624.. note::
625
626   The recommended method for accessing Yocto Project components is to
627   use Git to clone the upstream repository and work from within that
628   locally cloned repository.
629
630Using the Downloads Page
631------------------------
632
633The :yocto_home:`Yocto Project Website <>` uses a "RELEASES" page
634from which you can locate and download tarballs of any Yocto Project
635release. Rather than Git repositories, these files represent snapshot
636tarballs similar to the tarballs located in the Index of Releases
637described in the ":ref:`dev-manual/start:accessing source archives`" section.
638
639#. *Go to the Yocto Project Website:* Open The
640   :yocto_home:`Yocto Project Website <>` in your browser.
641
642#. *Get to the Downloads Area:* Select the "RELEASES" item from the
643   pull-down "DEVELOPMENT" tab menu near the top of the page.
644
645#. *Select a Yocto Project Release:* On the top of the "RELEASE" page currently
646   supported releases are displayed, further down past supported Yocto Project
647   releases are visible. The "Download" links in the rows of the table there
648   will lead to the download tarballs for the release.
649
650   .. note::
651
652      For a "map" of Yocto Project releases to version numbers, see the
653      :yocto_wiki:`Releases </Releases>` wiki page.
654
655   You can use the "RELEASE ARCHIVE" link to reveal a menu of all Yocto
656   Project releases.
657
658#. *Download Tools or Board Support Packages (BSPs):* Next to the tarballs you
659   will find download tools or BSPs as well. Just select a Yocto Project
660   release and look for what you need.
661
662Cloning and Checking Out Branches
663=================================
664
665To use the Yocto Project for development, you need a release locally
666installed on your development system. This locally installed set of
667files is referred to as the :term:`Source Directory`
668in the Yocto Project documentation.
669
670The preferred method of creating your Source Directory is by using
671:ref:`overview-manual/development-environment:git` to clone a local copy of the upstream
672``poky`` repository. Working from a cloned copy of the upstream
673repository allows you to contribute back into the Yocto Project or to
674simply work with the latest software on a development branch. Because
675Git maintains and creates an upstream repository with a complete history
676of changes and you are working with a local clone of that repository,
677you have access to all the Yocto Project development branches and tag
678names used in the upstream repository.
679
680Cloning the ``poky`` Repository
681-------------------------------
682
683Follow these steps to create a local version of the upstream
684:term:`Poky` Git repository.
685
686#. *Set Your Directory:* Change your working directory to where you want
687   to create your local copy of ``poky``.
688
689#. *Clone the Repository:* The following example command clones the
690   ``poky`` repository and uses the default name "poky" for your local
691   repository::
692
693      $ git clone git://git.yoctoproject.org/poky
694      Cloning into 'poky'...
695      remote: Counting objects: 432160, done.
696      remote: Compressing objects: 100% (102056/102056), done.
697      remote: Total 432160 (delta 323116), reused 432037 (delta 323000)
698      Receiving objects: 100% (432160/432160), 153.81 MiB | 8.54 MiB/s, done.
699      Resolving deltas: 100% (323116/323116), done.
700      Checking connectivity... done.
701
702   Unless you
703   specify a specific development branch or tag name, Git clones the
704   "master" branch, which results in a snapshot of the latest
705   development changes for "master". For information on how to check out
706   a specific development branch or on how to check out a local branch
707   based on a tag name, see the
708   ":ref:`dev-manual/start:checking out by branch in poky`" and
709   ":ref:`dev-manual/start:checking out by tag in poky`" sections, respectively.
710
711   Once the local repository is created, you can change to that
712   directory and check its status. The ``master`` branch is checked out
713   by default::
714
715      $ cd poky
716      $ git status
717      On branch master
718      Your branch is up-to-date with 'origin/master'.
719      nothing to commit, working directory clean
720      $ git branch
721      * master
722
723   Your local repository of poky is identical to the
724   upstream poky repository at the time from which it was cloned. As you
725   work with the local branch, you can periodically use the
726   ``git pull --rebase`` command to be sure you are up-to-date
727   with the upstream branch.
728
729Checking Out by Branch in Poky
730------------------------------
731
732When you clone the upstream poky repository, you have access to all its
733development branches. Each development branch in a repository is unique
734as it forks off the "master" branch. To see and use the files of a
735particular development branch locally, you need to know the branch name
736and then specifically check out that development branch.
737
738.. note::
739
740   Checking out an active development branch by branch name gives you a
741   snapshot of that particular branch at the time you check it out.
742   Further development on top of the branch that occurs after check it
743   out can occur.
744
745#. *Switch to the Poky Directory:* If you have a local poky Git
746   repository, switch to that directory. If you do not have the local
747   copy of poky, see the
748   ":ref:`dev-manual/start:cloning the \`\`poky\`\` repository`"
749   section.
750
751#. *Determine Existing Branch Names:*
752   ::
753
754      $ git branch -a
755      * master
756      remotes/origin/1.1_M1
757      remotes/origin/1.1_M2
758      remotes/origin/1.1_M3
759      remotes/origin/1.1_M4
760      remotes/origin/1.2_M1
761      remotes/origin/1.2_M2
762      remotes/origin/1.2_M3
763      . . .
764      remotes/origin/thud
765      remotes/origin/thud-next
766      remotes/origin/warrior
767      remotes/origin/warrior-next
768      remotes/origin/zeus
769      remotes/origin/zeus-next
770      ... and so on ...
771
772#. *Check out the Branch:* Check out the development branch in which you
773   want to work. For example, to access the files for the Yocto Project
774   &DISTRO; Release (&DISTRO_NAME;), use the following command::
775
776      $ git checkout -b &DISTRO_NAME_NO_CAP; origin/&DISTRO_NAME_NO_CAP;
777      Branch &DISTRO_NAME_NO_CAP; set up to track remote branch &DISTRO_NAME_NO_CAP; from origin.
778      Switched to a new branch '&DISTRO_NAME_NO_CAP;'
779
780   The previous command checks out the "&DISTRO_NAME_NO_CAP;" development
781   branch and reports that the branch is tracking the upstream
782   "origin/&DISTRO_NAME_NO_CAP;" branch.
783
784   The following command displays the branches that are now part of your
785   local poky repository. The asterisk character indicates the branch
786   that is currently checked out for work::
787
788      $ git branch
789        master
790        * &DISTRO_NAME_NO_CAP;
791
792Checking Out by Tag in Poky
793---------------------------
794
795Similar to branches, the upstream repository uses tags to mark specific
796commits associated with significant points in a development branch (i.e.
797a release point or stage of a release). You might want to set up a local
798branch based on one of those points in the repository. The process is
799similar to checking out by branch name except you use tag names.
800
801.. note::
802
803   Checking out a branch based on a tag gives you a stable set of files
804   not affected by development on the branch above the tag.
805
806#. *Switch to the Poky Directory:* If you have a local poky Git
807   repository, switch to that directory. If you do not have the local
808   copy of poky, see the
809   ":ref:`dev-manual/start:cloning the \`\`poky\`\` repository`"
810   section.
811
812#. *Fetch the Tag Names:* To checkout the branch based on a tag name,
813   you need to fetch the upstream tags into your local repository::
814
815      $ git fetch --tags
816      $
817
818#. *List the Tag Names:* You can list the tag names now::
819
820      $ git tag
821      1.1_M1.final
822      1.1_M1.rc1
823      1.1_M1.rc2
824      1.1_M2.final
825      1.1_M2.rc1
826         .
827         .
828         .
829      yocto-2.5
830      yocto-2.5.1
831      yocto-2.5.2
832      yocto-2.5.3
833      yocto-2.6
834      yocto-2.6.1
835      yocto-2.6.2
836      yocto-2.7
837      yocto_1.5_M5.rc8
838
839
840#. *Check out the Branch:*
841   ::
842
843      $ git checkout tags/yocto-&DISTRO; -b my_yocto_&DISTRO;
844      Switched to a new branch 'my_yocto_&DISTRO;'
845      $ git branch
846        master
847      * my_yocto_&DISTRO;
848
849   The previous command creates and
850   checks out a local branch named "my_yocto_&DISTRO;", which is based on
851   the commit in the upstream poky repository that has the same tag. In
852   this example, the files you have available locally as a result of the
853   ``checkout`` command are a snapshot of the "&DISTRO_NAME_NO_CAP;"
854   development branch at the point where Yocto Project &DISTRO; was
855   released.
856