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Lukas Zapletal, 06/15/2018 09:29 AM
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h1. Release Process
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{{toc}}
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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.  Their high level tasks and policies are described on [[Release_Management]], while this document covers specific steps (down to individual commands) that need to be run at each step of the release.
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Please amend these lists as you see free, and as you find what works and what doesn't work.
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These examples are all based around a 1.2 series release, so any reference to "1.2" should be replaced by the current release, "1.1" by your previous release, and "1.3" by the next release.
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h2. Near-end of development phase
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# Announce upcoming branching to foreman-dev ("example":https://groups.google.com/d/msg/foreman-dev/tXNWR2QiUdw/gmkdp7pXKAAJ) a month before
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# Change @$latest@ and @$next@ parameters on @web@ class to point to the new version numbers (see @foreman-infra/puppet/modules/web/manifests/init.pp@)
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# File a new release tracker on theforeman.org for "Foreman 1.2 manual" ("example":https://github.com/theforeman/theforeman.org/issues/494)
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# Refresh unattended templates from the community-templates to Foreman core, by running @script/sync_templates.sh@
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# Create a new branch in community-templates for upcoming Foreman release (e.g. 1.2-stable)
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# Add new languages that are at a "reasonable completion on Transifex":https://www.transifex.com/foreman/foreman/foreman/ to *develop*
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# Generate a release GPG key using [[GPG_Keys]]
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#* publish to keyserver
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#* security.md on the website, add public key fingerprint to static/keys
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#* create @releases/1.2/RPM-GPG-KEY-foreman@ on yum.theforeman.org
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# Add release to "Found in release" list in redmine: http://projects.theforeman.org/custom_fields/4/edit
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h2. Branching for series
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When ready to branch for release candidates.
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h3. Package build systems
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# Clone tags and create build targets in "Koji":http://koji.katello.org/koji using koji/copy-tags-commands.sh in foreman-packaging/rpm/develop or use the tool_belt
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#* Make sure you have a kkoji section in ~/.koji/config , you can find instructions in http://projects.theforeman.org/projects/foreman/wiki/Koji
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#* This generates commands that create foreman-1.2-rhel7 etc. as clones of nightly tags and foreman-plugins-1.2-rhel7 etc. with inheritance from the new Foreman tags
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#* Untag all git/nightly builds: @for t in foreman-1.2-rhel7 foreman-1.2-nonscl-rhel7 foreman-1.2-fedora24; do kkoji list-tagged $t  | grep git | awk '{print $1}' | xargs kkoji untag-build  $t; done@
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# Create mash scripts and configuration on Koji
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#* 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
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#* 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
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# Add new plugin tags (i.e. 1.2) to Koji plugins mash script (foreman-mash-split-plugins.py), remove old ones (keep three)
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# Add version (1.2) to these jobs in axes and/or combination filters, remove old ones (keep three)
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## "foremanPluginsRelease":https://github.com/theforeman/foreman-infra/blob/master/puppet/modules/jenkins_job_builder/files/theforeman.org/pipelines/release/foremanPluginsRelease.groovy
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## "packaging_build_deb_coreproject":https://github.com/theforeman/foreman-infra/blob/master/puppet/modules/jenkins_job_builder/files/theforeman.org/yaml/jobs/packaging_build_deb_coreproject.yaml
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## "packaging_build_deb_dependency":https://github.com/theforeman/foreman-infra/blob/master/puppet/modules/jenkins_job_builder/files/theforeman.org/yaml/jobs/packaging_build_deb_dependency.yaml
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## "release_test":https://github.com/theforeman/foreman-infra/blob/master/puppet/modules/jenkins_job_builder/files/theforeman.org/yaml/jobs/release_test.yaml
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## "release_push_deb":http://ci.theforeman.org/job/release_push_deb/
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## "release_push_rpm":http://ci.theforeman.org/job/release_push_rpm/
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# Clone Debian nightly repos to 1.2 using "copy/freight instructions":http://projects.theforeman.org/projects/foreman/wiki/Debian_Packaging#Project-sources
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# Edit "foreman-packaging's PR template":https://github.com/theforeman/foreman-packaging/blob/master/.github/PULL_REQUEST_TEMPLATE.md to add 1.2 and remove the old release
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h3. Main code repos
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# Make releases of installer modules, usually new minor or major versions
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## Currently puppet-puppet, puppet-foreman, puppet-dhcp, puppet-dns, puppet-foreman_proxy, puppet-tftp, puppet-git
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# In foreman *develop* run @make -C locale tx-update@
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# 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@)
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# In foreman-installer, branch *1.2-stable*,
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## change Puppetfile from git references to specific version ranges (e.g. @>= 1.3.1 < 1.4.0@)
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## remove Puppetfile.lock from .gitignore
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## run @librarian-puppet install@, commit Puppetfile, Puppetfile.lock and .gitignore changes
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# In foreman-packaging for RPMs:
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## branch *rpm/develop* to *rpm/1.2*
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## on *rpm/1.2*
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### in rel-eng/releasers.conf and rel-eng/tito.props, replace "nightly" with "1.2"
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### change @foreman/foreman.repo@ URLs from @/nightly@ to @/releases/1.2@, change "nightly" in name to "1.2" and enable gpg checking
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### 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
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### update @foreman/foreman.gpg@ with the release public key
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## on *rpm/develop*
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### change foreman/foreman-proxy/foreman-installer/foreman-selinux version to 1.3.0, add %changelog entry
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### change tag_suffix to @.fm1_3@ in rel-eng/tito.props, and rel-eng/releasers.conf
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# In foreman-packaging for debs:
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## on *deb/develop*, update debian/*/*/changelog with entries from 1.1, commit with message "Sync 1.1.x releases into changelogs"
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## branch *deb/develop* to *deb/1.2*
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## on *deb/develop*, run @scripts/changelog.rb -v 1.3.0-1 -m "Bump changelog to 1.3.0 to match VERSION" debian/*/*/changelog@ 
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# In foreman *develop* commit with message "Bump version to 1.3-develop":
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## change VERSION to 1.3.0-develop
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## change package.json version field to 1.3.0
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## run @extras/changelog@
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# In smart-proxy *develop* commit with message "Bump version to 1.3-develop":
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## change VERSION to 1.3.0-develop
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## run @extra/changelog@
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# In foreman-selinux *develop* commit with message "Bump version to 1.3-develop":
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## change VERSION to 1.3.0-develop
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## run @extras/changelog@
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# In foreman-installer *develop* commit with message "Bump version to 1.3-develop":
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## change VERSION to 1.3.0-develop
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h3. Other systems
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# Create release schedule page for next version (1.3) linked from [[Development_Resources]]
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# Add next version number (1.3.0) to Redmine under "Releases":http://projects.theforeman.org/rb/releases/foreman, sharing "With subprojects"
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# Add first patch release (1.2.1) to Redmine in the same way
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# Update foreman-dev with "translations status":https://www.transifex.com/projects/p/foreman/ to encourage 100% translations before release
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# Announce string freeze date on discourse and send announcement via https://www.transifex.com/foreman/foreman/announcements/
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# Create test_1_2_stable.yaml and test_proxy_1_2_stable.yaml for JJB in foreman-infra, remove the oldest version to keep last 3
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# Ensure current Foreman deprecations for the next release are removed in *develop*
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h3. Rails for RPMs
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The Rails stack is built as a separate SCL in Copr but then mirrored for a given Foreman version on yum.theforeman.org. When branching, a version should be created for the Foreman version being released:
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<pre>
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# ssh yum.theforeman.org
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# cd /var/www/vhosts/yum/htdocs/rails/
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# cp -rf foreman-nightly foreman-<version>
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</pre>
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The foreman-release-scl RPM then needs updating to point at this new repository in SCL repo file.
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Koji needs to be updated to include a new external repository pointing to this new rails repository for builds.
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  * ssh root@koji.katello.org
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  * edit /etc/mrepo.conf and add foreman-<version> entry for new version
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  * Now run: mrepo -ug -f -v foreman-rails-<version>
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  * Go back to developer machine
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  * Add the new external repo: `koji add-external-repo foreman-rails-<version>-rhel-7 file:///mnt/koji/external-repos/www/foreman-rails-<version>-$arch/RPMS.ror51/`
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h2. Preparing a release
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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.
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h3. Writing release notes
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# 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)
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#* add version number to documentation.md dropdown menu
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# Update manual if applicable for any additional installation steps
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# Draft release notes in markdown ("example":https://gist.github.com/domcleal/5567450), with these sections (and do not use personal pronouns):
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## Headline features: half a dozen important features with a few sentences description each
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## Upgrade notes: all important notices that users must be aware of before upgrading
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## 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. You can auto-generate changes using a script from "theforeman.org":https://github.com/theforeman/theforeman.org/blob/gh-pages/scripts/release_notes.rb or use the 'changelog' command in "tool_belt":https://github.com/theforeman/tool_belt
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## CLI release notes are taken from the hammer-cli and hammer-cli-foreman changelogs
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## Link to installer changelogs and note versions being used
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# Get the apipie doc and place it in api/$release_num
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# Change links in _includes/version.html for 'latest' and 'latest stable'
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h3. Preparing code
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# Request Hammer CLI releases from maintainers if desired
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# Make patch releases of installer modules that have important changes
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#* Branch to MAJ.MIN-stable if recent changes to the module aren't suitable for patch (x.y.z) release
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# Compare tagged packages in nightly vs. release koji tag and re-tag any updated dependencies that are required
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# Add a new "Redmine release":http://projects.theforeman.org/rb/releases/foreman for the next minor, unless the series is EOL
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# Remove/change release field for any open Redmine tickets assigned to the release still (next minor, unset it or reject)
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# Change Redmine release state to _Closed_
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# 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
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# Clone "tool_belt":https://github.com/theforeman/tool_belt (foreman branch) and run:
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## @./tools.rb setup-environment configs/foreman_12.yaml@
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## @./tools.rb cherry-picks --version 1.2.0 configs/foreman_12.yaml@
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## Verify tickets in the @cherry_picks_1.2.0@ file are accounted for or additional cherry pick them
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h2. Tagging a release
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# In foreman *1.2-stable*:
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## run @make -C locale tx-update@ (if Transifex has not switched to the next major release yet, usually after .2)
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## run @script/sync_templates.sh@
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## change VERSION to 1.2.0
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## change package.json version field to 1.2.0
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## run @extras/changelog@
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## commit with message "Release 1.2.0"
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# In smart-proxy *1.2-stable* commit with message "Release 1.2.0":
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## change VERSION to 1.2.0
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## run @extra/changelog@
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# In foreman-selinux *1.2-stable* commit with message "Release 1.2.0":
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## change VERSION to 1.2.0
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## run extras/changelog
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# In foreman-installer *1.2-stable* commit with message "Release 1.2.0":
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## change VERSION to 1.2.0
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# Before tagging, make sure the test_xxxx_stable versions of each of the projects are green in http://ci.theforeman.org/
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# Tag commits in foreman, smart-proxy, foreman-installer and foreman-selinux: @git tag -m "Release 1.2.0" 1.2.0@
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# Push to the project repos: @git push project && git push project 1.2.0@
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# Run the Jenkins "Release Pipeline":http://ci.theforeman.org/view/Release%20pipeline/ to create tarballs
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# Verify tarballs are present on downloads.theforeman.org, download, sign and upload detached signatures
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## @gpg --homedir gnupg/1.2 -b -u packages@theforeman.org foreman-1.2.0.tar.bz2@ (requires 1.2 release GPG key generated above)
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# If for some reason there was an issue with the tarballs that required uploading new tarballs, CDN cache should be invalidated so that the builders use the updated tarballs.
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h2. Packaging a release
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# In foreman-packaging rpm/1.2 branch, change foreman.spec, foreman-proxy.spec, foreman-selinux.spec, foreman-installer.spec:
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## set version to "1.2.0"
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## For RCs: set release to "0.1%{?dotalpha....", uncomment alphatag* (replace # with %), change to RC1
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## For non-RCs: set release to "1%{?dotalpha....", comment alphatag* (replace % with #)
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## in each package dir, remove the old tarball, run @spectool -g *.spec@ and @git annex add *.tar.bz2@
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## commit with message "Release 1.2.0"
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## perform RPM scratch build of each project (see [[RPM_Packaging]])
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## tag each project with @tito tag --keep-version --changelog "Release 1.2.0"@
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# Create new branches as described in [[Debian_Packaging#foreman]]
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# Update changelog files for debs:
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## @scripts/changelog.rb -v 1.2.0-1 -m "1.2.0 released" debian/*/*/changelog@
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# Trigger next step of release pipeline: @release_packages@
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# Use [[RPM_Packaging]] to sign RPMs
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# Trigger next step of release pipeline: @release_mash@
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# Trigger next step of release pipeline: @release_test@
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# Trigger next step of release pipeline: @release_push_deb@ and @release_push_rpm@
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h2. Completion tasks
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If releasing the first non-RC release (i.e. 1.2.0), start with:
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# update @$stable@ class parameter on @web@ class to point to the new version number (see @foreman-infra/puppet/modules/web/manifests/init.pp@)
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# deb.theforeman.org, changing stable:
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## change web's /var/www/freight/apt/*/stable symlinks to the new version number
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## @rm -rf /var/www/vhosts/deb/htdocs/pool/*/stable/@
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## re-run freight cache
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# Update theforeman.org:
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## @documentation.md@ change default version
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## @_config.yml@ foreman_version and quickstart link
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## @_layouts/manual.html@ latestversion
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## @plugins/index.md@ version
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## add a blog post describing release highlights etc.
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For all releases:
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# Add release to "Found in release" list in redmine: http://projects.theforeman.org/custom_fields/4/edit
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# Update theforeman.org:
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## release notes from earlier steps (use scripts/release_notes.rb in theforeman.org repository)
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## @_includes/version.html@
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## @_includes/latest_news.html@ entry
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## @security.md@ for any released CVE fixes
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# Publish announcement notice in Release Announcements: (https://community.theforeman.org/c/release-announcements)
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# Link to announcement post on IRC, Twitter, Google+ and update IRC /topic
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# Update the release schedule on [[Development_Resources]] to enter the date and for the following release(s)
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# Complete [[Security Process]] for any released CVE fixes (oss-security list)
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# Final only: Update Wikipedia Foreman entry at: https://en.wikipedia.org/wiki/Foreman_(software)