h1. Release Process

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For each major release (i.e. not patch releases), the project selects a release manager who's responsible for taking the develop branch through to release.

Please amend these lists as you see free, and as you find what works and what doesn't work.

h2. First steps

# Select the release manager

# Ensure RPM and Debian nightly packages are in good shape and all RPM dependencies are up to date

# Ensure "Transifex project":https://www.transifex.com/projects/p/foreman/ is up to date

# Decide on the version number

# If number has changed, update version number in redmine

# Create release schedule page linked from [[Development_Resources]]

# Add _next+1_ anticipated version number to redmine under "Releases":http://projects.theforeman.org/rb/releases/foreman, sharing "With subprojects"

h2. Near-end of development phase

# Announce upcoming branching to foreman-dev ("example":https://groups.google.com/d/msg/foreman-dev/tXNWR2QiUdw/gmkdp7pXKAAJ) a month before

# Copy website manual content ("theforeman.org repo":http://github.com/theforeman/theforeman.org) from previous version to this version ("example":https://github.com/theforeman/theforeman.org/pull/43)

#* add version number to documentation.md dropdown menu

# Change @$latest@ and @$next@ parameters on @web@ class to point to the new version numbers (see @foreman-infra/puppet/modules/web/manifests/init.pp@)

# Refresh unattended templates from the community-templates to Foreman core, by running @script/sync_templates.sh@

# Create a new branch in community-templates for upcoming Foreman release (e.g. 1.2-stable)

# Add new languages that are at a reasonable completion on Transifex to *develop*

# Generate a release GPG key using [[GPG_Keys]]

#* publish to keyserver

#* security.md on the website

#* create @releases/1.2/RPM-GPG-KEY-foreman@ on yum.theforeman.org

# Add release to "Found in release" list in redmine: http://projects.theforeman.org/custom_fields/4/edit

h2. Branching for series

When ready to branch for release candidates.

h3. Package build systems

# Clone tags and create build targets in "Koji":http://koji.katello.org/koji using koji/copy-tags-commands.sh in foreman-packaging/rpm/develop

#* foreman-1.2-rhel6 etc. as clones of nightly tags

#* foreman-plugins-1.2-rhel6 etc. with inheritance from the new Foreman tags

#* Untag all git/nightly builds: @for t in foreman-1.2-rhel6 foreman-1.2-nonscl-rhel6 foreman-1.2-rhel7 foreman-1.2-nonscl-rhel7 foreman-1.2-fedora21; do kkoji list-tagged $t  | grep git | awk '{print $1}' | xargs kkoji untag-build  $t; done@

# Create mash scripts and configuration on Koji

#* copy /usr/local/bin/foreman-mash-split-1.*.py to foreman-mash-split-1.2.py, update the OSes and version numbers at the bottom

#* copy /etc/mash/foreman-1.*-*.mash and foreman-plugins-1.*-*.mash, update the version numbers, add/remove files for OS changes, set GPG key ID and ensure strict_keys=True

# Add new plugin tags (i.e. 1.2) to Koji plugins mash script (foreman-mash-split-plugins.py), remove old ones (keep three)

# Add version (1.2) to these jobs, remove old ones (keep three)

## "release_plugins_push":http://ci.theforeman.org/job/release_plugins_push (note, it will be added to tests later)

## "packaging_plugin_retag":http://ci.theforeman.org/job/packaging_plugin_retag/

## "packaging_retag":http://ci.theforeman.org/job/packaging_retag/

# Clone Debian nightly repos to 1.2 using "copy/freight instructions":http://projects.theforeman.org/projects/foreman/wiki/Debian_Packaging#Project-sources

h3. Main code repos

# Make releases of installer modules, usually new minor or major versions

# In foreman *develop* run @make -C locale tx-update@

# In foreman, smart-proxy, foreman-installer and foreman-selinux branch *develop* to *1.2-stable* (*from this point* cherry-picks into this branch only from this point using: @git cherry-pick -x SHA@)

# In foreman-installer, branch *1.2-stable*,

## change Puppetfile from git references to specific version ranges (e.g. @>= 1.3.1 < 1.4.0@)

## remove Puppetfile.lock from .gitignore

## run @librarian-puppet install@, commit Puppetfile, Puppetfile.lock and .gitignore changes

# In foreman-packaging for RPMs:

## branch *rpm/develop* to *rpm/1.2*

## on *rpm/1.2*

### in rel-eng/releasers.conf and rel-eng/tito.props, replace "nightly" with "1.2"

### change @foreman/foreman.repo@ URLs from @/nightly@ to @/releases/1.2@, change "nightly" in name to "1.2" and enable gpg checking

### change @foreman/foreman-plugins.repo@ URLs from @/plugins/nightly@ to @/plugins/1.2@, change "nightly" in name to "1.2" and DO NOT enable GPG checking

### update @foreman/foreman.gpg@ with the release public key

## on *rpm/develop*

### change foreman/foreman-proxy/foreman-installer/foreman-selinux version to 1.3.0, add %changelog entry

### change tag_suffix to @.fm1_3@ in rel-eng/tito.props, and rel-eng/releasers.conf

# In foreman-packaging for debs:

## on *deb/develop*, update debian/*/*/changelog with entries from 1.1, commit with message "Sync 1.1.x releases into changelogs"

## branch *deb/develop* to *deb/1.2*

## on *deb/develop*, run @scripts/changelog.rb -v 1.3.0-1 -m "Bump changelog to 1.3.0 to match VERSION" debian/*/*/changelog@ 

# In foreman *develop* commit with message "Bump version to 1.3-develop":

## change to VERSION to 1.3.0-develop

## run @extras/changelog@

# In smart-proxy *develop* commit with message "Bump version to 1.3-develop":

## change to VERSION to 1.3.0-develop

## run @extra/changelog@

# In foreman-selinux *develop* commit with message "Bump version to 1.3-develop":

## change to VERSION to 1.3.0-develop

## run @extras/changelog@

# In foreman-installer *develop* commit with message "Bump version to 1.3-develop":

## change to VERSION to 1.3.0-develop

# Update foreman-dev with "translations status":https://www.transifex.com/projects/p/foreman/ to encourage 100% translations before release, announce string freeze date

# Change Transifex resource URL to point to the 1.2-stable branch

# Set up test_1_2_stable job on Jenkins, copy from existing stable or test_develop (don't use dots in the name, it breaks)

# Set up test_proxy_1_2_stable job on Jenkins in the same way

h2. Preparing a release

Version numbers for release candidates start with "1.2.0-RC1" (always hyphenated).  The first release after RC would be "1.2.0".  Change examples below as appropriate.

h3. Writing release notes

# Update manual if applicable for any additional installation steps

# Draft release notes in markdown ("example":https://gist.github.com/domcleal/5567450), with these sections (and do not use personal pronouns):

## Headline features: half a dozen important features with a few sentences description each

## Upgrade notes: all important notices that users must be aware of before upgrading

## Release notes: bullet point list by category of most changes, excluding bug fixes for issues introduced during the release cycle, include link to bug numbers (helper vim search and replace command bellow)

## CLI release notes are taken from the hammer-cli and hammer-cli-foreman changelogs

## Link to installer changelogs and note versions being used

Helper vim command to replace all @(#1234)@ bugs with links:

    %s/(\(#\)\([0-9]\+\))/(\[\1\2]\(http:\/\/projects.theforeman.org\/issues\/\2))/g

h3. Preparing code

# Request Hammer CLI releases from maintainers if desired

# Make patch releases of installer modules that have important changes

#* Branch to MAJ.MIN-stable if recent changes to the module aren't suitable for patch (x.y.z) release

# Compare tagged packages in nightly vs. release koji tag and re-tag any updated dependencies that are required

# Add a new "Redmine release":http://projects.theforeman.org/rb/releases/foreman for the next minor, unless the series is EOL

# Remove/change release field for any open Redmine tickets assigned to the release still (next minor, unset it or reject)

# Change Redmine release state to _Closed_

# List all issues targeted at the release, order by Closed date ascending and use @git cherry-pick -x@ to cherry pick from develop to *1.2-stable* branch

# Clone "tool_belt":https://github.com/theforeman/tool_belt (foreman branch) and run:

## @./tools.rb setup-environment configs/foreman_12.yaml@

## @./tools.rb cherry-picks --version 1.2.0 configs/foreman_12.yaml@

## Verify tickets in the @cherry_picks_1.2.0@ file are accounted for or additional cherry pick them

h2. Tagging a release

# In foreman *1.2-stable* run:

## @make -C locale tx-update@

## @script/sync_templates.sh@

# In foreman *1.2-stable* commit with message "Release 1.2.0":

## change VERSION to 1.2.0

## run @extras/changelog@

# In smart-proxy *1.2-stable* commit with message "Release 1.2.0":

## change VERSION to 1.2.0

## run @extra/changelog@

# In foreman-selinux *1.2-stable* commit with message "Release 1.2.0":

## change VERSION to 1.2.0

## run extras/changelog

# In foreman-installer *1.2-stable* commit with message "Release 1.2.0":

## change VERSION to 1.2.0

# Tag commits in foreman, smart-proxy, foreman-installer and foreman-selinux: @git tag -m "Release 1.2.0" 1.2.0@

# Push to the project repos: @git push project && git push project 1.2.0@

# Run the Jenkins "Release Pipeline":http://ci.theforeman.org/view/Release%20pipeline/ to create tarballs

# Verify tarballs are present on downloads.theforeman.org, download, sign and upload detached signatures

## @gpg --homedir gnupg/1.2 -b -u packages@theforeman.org foreman-1.2.0.tar.bz2@ (requires 1.2 release GPG key generated above)

h2. Packaging a release

# In foreman-packaging rpm/1.2 branch, change foreman.spec, foreman-proxy.spec, foreman-selinux.spec, foreman-installer.spec:

## set version to "1.2.0"

## For RCs: set release to "0.1%{?dotalpha....", uncomment alphatag* (replace # with %), change to RC1

## For non-RCs: set release to "1%{?dotalpha....", comment alphatag* (replace % with #)

## in each package dir, run @spectool -g *.spec@ and @git annex add *.tar.bz2@

## commit with message "Release 1.2.0"

## perform RPM scratch build of each project (see [[RPM_Packaging]])

## tag each project with @tito tag --keep-version --auto-changelog-message "Release 1.2.0"@

# [[Debian_Packaging#foreman]]: Update changelog files

## @scripts/changelog.rb -v 1.2.0-1 -m "1.2.0 released" debian/*/*/changelog@

# Trigger next step of release pipeline: @release_packages@

# Use [[RPM_Packaging]] to sign RPMs

# Trigger next step of release pipeline: @release_mash@

# Trigger next step of release pipeline: @release_test@

# Trigger next step of release pipeline: @release_push_deb@ and @release_push_rpm@

# Update theforeman.org sections:

## @_includes/version.html@

## @_includes/latest_news.html@ entry

## @security.md@ for any released CVE fixes

h2. Completion tasks

If releasing the first non-RC release (i.e. 1.2.0), start with:

# update @$stable@ class parameter on @web@ class to point to the new version number (see @foreman-infra/puppet/modules/web/manifests/init.pp@)

# deb.theforeman.org, changing stable:

## change web's /var/www/freight/apt/*/stable symlinks to the new version number

## @rm -rf /var/www/vhosts/deb/htdocs/pool/*/stable/@

## re-run freight cache

# Update theforeman.org:

## @documentation.md@ change default version

## @_config.yml@ quickstart link

## @_layouts/manual.html@ latestversion

## @_layouts/homepage.html@ quickstart link

## @plugins/index.md@ version

If releasing the first release candidate (i.e. RC1), start with:

# add version (1.2) to "release_plugins_test":http://ci.theforeman.org/job/release_plugins_test/ job

For all releases:

# Send announcement e-mail to foreman-announce, CC foreman-users, set reply-to to foreman-users

# Link to announcement e-mail on IRC, Twitter, Google+ and update IRC /topic

# Add release to "Found in release" list in redmine: http://projects.theforeman.org/custom_fields/4/edit

# Update the release schedule on [[Development_Resources]] to enter the date and for the following release(s)

# Final only: Update Wikipedia Foreman entry at: https://en.wikipedia.org/wiki/Foreman_(software)

h2. After final release

# Sync translations from Transifex into *develop* and update i18n

# Remove target version from all issues assigned to the current release, unless they will be fixed in a future point release