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diff --git a/RELEASE_PROCESS.md b/RELEASE_PROCESS.md new file mode 100644 index 000000000..52c08c3f2 --- /dev/null +++ b/RELEASE_PROCESS.md @@ -0,0 +1,269 @@ +# Podman Releases + +## Overview + +Podman (and podman-remote) versioning is mostly based on [semantic-versioning +standards](https://semver.org). +Significant versions +are tagged, including *release candidates* (`rc`). +All relevant **minor** releases (`vX.Y`) have their own branches. The **latest** +development efforts occur on the *master* branch. Branches with a +*rhel* suffix are use for long-term support of downstream RHEL releases. + +## Release workflow expectations + +* You have push access to the [upstream podman repository](https://github.com/containers/podman.git) +* You understand all basic `git` operations and concepts, like creating commits, + local vs. remote branches, rebasing, and conflict resolution. +* You have access to your public and private *GPG* keys. +* You have reliable internet access (i.e. not the public WiFi link at McDonalds) +* Other podman maintainers are online/available for assistance if needed. +* For a **major** release, you have 4-8 hours of time available, most of which will + be dedicated to writing release notes. +* For a **minor** or **patch** release, you have 2-4 hours of time available + (minimum depends largely on the speed/reliability of automated testing) + +# Releases + +## Major (***X***.y.z) release + +These releases always begin from *master*, and are contained in a branch +named with the **major** and **minor** version. **Major** release branches +begin in a *release candidate* phase, with prospective release tags being +created with an `-rc` suffix. There may be multiple *release candidate* +tags before the final/official **major** version is tagged and released. + +## Significant minor (x.**Y**.z) and patch (x.y.**Z**) releases + +Significant **minor** and **patch** level releases are normally +branched from *master*, but there are occsaional exceptions. +Additionally, these branches may be named with `-rhel` (or another) +suffix to signify a specialized purpose. For example, `-rhel` indicates +a release intended for downstream *RHEL* consumption. + +## Unreleased Milestones + +Non-release versions may occasionally appear tagged on a branch, without +the typical (major) receive media postings or artifact distribution. For +example, as required for the (separate) RHEL release process. Otherwise +these tags are simply milestones of reference purposes and may +generally be safely ignored. + +## Process + +***Note:*** This is intended as a guideline, and generalized process. +Not all steps are applicable in all situations. Not all steps are +spelled with complete minutiae. + +1. Make a `[CI:DOCS]` release notes pull request. + + 1. Ensure any/all intended PR's are completed and merged prior to any + processing of release notes. Ensure your local clone is fully up to + date with the remote upstream (`git remote update`). + 1. Check out (create) a local working branch for a release-notes PR, + based on the latest `upstream/master` or pre-existing version-named + branch - for example, if this is an additional *release-candidate* + you might use `vX.Y.Z-rc2`; **Note** this is a local branch name, + an upstream branch would never contain the `-rc?` suffix. + 1. Find all merged PRs since the last release, which were performed by + the merge-robot. For example, given the commit range `1234...5678` + you would run `git log --oneline --author=openshift-merge-robot 1234...5678`. + Keep this list open/available for reference as you edit. + 1. Edit `RELEASE_NOTES.md` + + * If operating on a *release-candidate*, be sure to remove any + not-applicable items/sections. For example, those brought in + because of backports. + * Add/update the version-section of with sub-sections for *Features* + (new functionality), *Changes* (Altered podman behaviors), + *Bugfixes* (self-explanatory), *API* (All related features, + changes, and bugfixes), and *Misc* (include any **major** + library bumps, e.g. `c/buildah`, `c/storage`, `c/common`, etc). + * Use your merge-bot reference PR-listing to examine each PR in turn, + adding an entry for it into the appropriate section. + + * Be sure to link any issue the PR fixed. + * Do not include any PRs that are only documentation or test/automation + changes. + * Do not include any PRs that fix bugs which we introduced due to + new features/enhancements. In other words, if it was working, broke, then + got fixed, there's no need to mention those items. + + 1. Commit and **sign** the `RELEASE_NOTES.md` changes, using the description + `Create release notes for vX.Y.Z` (where `X`, `Y`, and `Z` are the + actual version numbers). + 1. Push your working branch to your github fork and create a new pull request. + + * ***Ensure*** you properly select the base branch if not *master*. + For example, `vX.y.Z`. + * ***Before submitting*** the new PR, update the title with the + prefix `[CI:DOCS]` to avoid triggering lengthy automated testing. + + 1. If this is a release on a pre-existing version-named branch + (e.x. *release-candidate* or `-rhel`), open another PR against + the upstream *master* branch. This is needed to ensure the new + notes are present for future releases. + + +1. Create a new upstream release branch (if none already exist). + + 1. After the release-notes pull requests have merged, a release branch is + needed. Branching ensures all changes are curated before inclusion in the + release, and no new features land after the *release-candidate* phases + are complete. + 1. Ensure your local clone is fully up to date with the remote upstream + (`git remote update`). Switch to this branch (`git checkout upstream/master`). + 1. Make a new local branch for the release based on *master*. For example, + `git checkout -b vX.Y`. Where `X.Y` represent the complete release + version-name, including any suffix (if any) like `-rhel`. ***DO NOT*** + include any `-rc` suffix in the branch name. + 1. Edit the `.cirrus.yml` file, changing the `DEST_BRANCH` value (under the + `env` section) to the new, complete branch name (e.x. `vX.Y`). + Commit and sign, using the description + `Cirrus: Update operating branch`. + 1. Push the new branch otherwise unmodified (`git push upstream vX.Y`). + 1. Automation will begin executing on the branch immediately. Because + the repository allows out-of-sequence PR merging, it is possible that + merge order introduced bugs/defects. To establish a clean + baseline, observe the initial CI run on the branch for any unexpected + failures. This can be done by going directly to + `https://cirrus-ci.com/github/containers/podman/vX.Y` + 1. If there are CI test or automation boops that need fixing on the branch, + attend to them using normal PR process (to *master* first, then backport + changes to the new branch). Ideally, CI should be "green" on the new + branch before proceeding. + +1. Create a new branch-verification Cirrus-Cron entry. + + 1. This is to ensure CI's VM image timestamps are refreshed. Without this, + the VM images ***will*** be permanently pruned after 60 days of inactivity + and are hard/impossible to re-create accurately. + 1. Go to + [https://cirrus-ci.com/github/containers/podman](https://cirrus-ci.com/github/containers/podman) + and press the "gear" (Repository Settings) button on the top-right. + 1. At the bottom of the settings page is a table of cron-job names, branches, + schedule, and recent status. Below that is an editable new-entry line. + 1. Set the new job's `name` and `branch` to the name of new release branch. + 1. Set the `expression` using the form `X X X ? * 1-6` where 'X' is a number + between 0-23 and not already taken by another job in the table. The 1-hour + interval is used because it takes about that long for the job to run. + 1. Add the new job by pressing the `+` button on the right-side of the + new-entry line. + +1. Update version numbers and push tag + + **TODO:** This process can be simplified by updating the script for the + "Optional Release Test" such that it tests the first commit, not the second. + In this way, pushing twice to the same PR won't be required. + + 1. Assuming CI Test and automation ran clean on the release branch, + update your local repo to be fully up to date with the remote upstream + (`git remote update`). Check out a local copy of the upstream + release branch (`git checkout upstream/vX.Y`). + 1. Create a new local working-branch to develop the release PR, + `git checkout -b bump_vX.Y.Z`. + 1. Lookup the *COMMIT ID* of the last release, + `git log -1 $(git tag | sort -V | tail -1)`. + 1. Run `make changelog CHANGELOG_BASE=`*COMMIT ID*. This will modify the + `changelog.txt` file. Manually edit it to change the first line + (“Changelog for …”) to include the current (new) release version number. + For example, `- Changelog for v2.1.0 (2020-09-22):`. + 1. Edit `version/version.go` and bump the `Version` value to the new + release version. If there were API changes, also bump `APIVersion` value. + 1. Commit this and sign the commit (`git commit -a -s -S`). The commit message + should be `Bump to vX.Y.Z` (using the actual version numbers). + 1. Push this single change to your github fork, and make a new PR, + **being careful** to select the proper release branch as its base. + 1. Wait for all automated tests pass (including on an RC-branch PR). Re-running + and/or updating code as needed. + 1. In the PR, under the *Checks* tab, locate and clock on the Cirrus-CI + task `Optional Release Test`. In the right-hand window pane, click + the `trigger` button and wait for the test to go green. *This is a + critical step* which confirms the commit is worthy of becoming a release. + 1. Tag the `Bump to vX.Y.Z` commit as a release by running + `git tag -s -m 'vX.Y.Z' vX.Y.Z $HASH` where `$HASH` is specified explicitly + and carefully, to avoid (basically) unfixable accidents (if they are pushed). + 1. Change `version/version.go` again. This time, bump the **patch** version and + re-add the `-dev` suffix to indicate this is a non-released version of Podman. + 1. Change `contrib/spec/podman.spec.in`, bumping **patch** number of `Version`. + 1. Commit these changes with the message `Bump to X.Y.Z-dev`. + 1. Push your local branch to your github fork (and the PR) again. + 1. The PR should now have two commits that look very similar to + https://github.com/containers/podman/pull/7787 + 1. Wait for at least all the "Build" and "Verify" (or similar) CI Testing + steps to complete successfully. No need to wait for complete integration + 4and system-testing (it was already done on substantially the same code, above). + 1. Merge the PR (or ask someone else to review and merge, to be safer). + 1. **Note:** This is the last point where any test-failures can be addressed + by code changes. After pushing the new version-tag upstream, no further + changes can be made to the code without lots of unpleasent efforts. Please + seek assistance if needed, before proceeding. + + 1. Assuming the "Bump to ..." PR merged successfully, and you're **really** + confident the correct commit has been tagged, push it with + `git push upstream vX.Y.Z` + +1. Locate, Verify release testing is proceeding + + 1. When the tag was pushed, an automated build was created. Locate this + by starting from + `https://github.com/containers/podman/tags` and finding the recent entry + for the pushed tag. Under the tag name will be a timestamp and abbrieviated + commit hash, for example `<> 5b2585f`. Click the commit-hash link. + 1. In the upper-left most corner, just to the left of the "Bump to vX.Y" + text, will be a small status icon (Yellow circle, Red "X", or green check). + Click this, to open a small pop-up/overlay window listing all the status + checks. + 1. In the small pop-up/overlay window, press the "Details" link on one of the + Cirrus-CI status check entries (doesn't matter which one). + 1. On the following page, in the lower-right pane, will be a "View more details + on Cirrus CI" link, click this. + 1. A Cirrus-CI task details page will open, click the button labeled + "View All Tasks". + 1. Keep this page open to monitor its progress and for use in future steps. + +1. Bump master `-dev` version + + 1. If you made a release branch and bumped **major** or **minor** version + Complete the "Update version numbers and push tag" steps above on the + *master* branch. Bump the **minor** version and set the **patch** + version to 0. For example, after pushing the v2.2.0 release, *master* + should be set to v2.3.0-dev. + 1. Create a "Bump to vX.Y.Z-dev" commit with these changes. + 1. Bump the version number in `README.md` (still on on *master*) + to reflect the new release. Commit these changes. + 1. Create a PR with the above commits, and oversee it's merging. + +1. Create Github Release entry and upload assets + + 1. Return to the Cirrus-CI Build page for the new release tag, confirm + (or wait for) it to complete, re-running any failed tasks as appropriate. + 1. For anything other than an RC, download the new release artifacts + (the binaries which were actually tested). Visit each of the + "Build for ...", "Static Build", and "... Cross" tasks. + 1. Under the "Artifacts" section of each task, click the "gosrc" item, + find and download the release archive (`zip`, `tar.gz` or `.msi`). + Save the the archive with a meaningful name, for example + `podman-v3.0.0.msi`. + 1. For the "Static Build" task, find the compiled `podman` and `podman-remote` + binaries under the "binary", "bin" links. Tar these files as + `podman-static.tar.gz`. + 1. In the directory where you downloaded the archives, run + `sha256sum *.tar.gz *.zip *.msi > shasums` to generate SHA sums. + 1. Go to `https://github.com/containers/podman/releases/tag/vX.Y.Z` and + press the "Edit Release" button. Change the name to the form `vX.Y.Z` + 1. If this is a release candidate be certain to click the pre-release + checkbox at the bottom of the page. + 1. Copy and paste the release notes for the release into the body of + the release. + 1. Near the bottom of the page there is a box with the message + “Add binaries by dropping them here or selecting them”. Use + that to upload the artifacts you previously downloaded, including + the `shasums` file. + + * podman-remote-release-darwin.zip + * podman-remote-release-windows.zip + * podman-remote-static.tar.gz + * podman-vX.Y.Z.msi + * shasums + 1. Save the release. |