h1. Release Process

For each major release (i.e. not patch releases), the project selects a "release nanny" 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 nanny

# 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

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

# Check "roadmap":http://projects.theforeman.org/projects/foreman/roadmap and issue search ("example":http://projects.theforeman.org/projects/foreman/issues?fixed_version_id=24&set_filter=1&status_id=o)

#* reassign major features to next+1 version or remove version

#* assign relevant bugs to this upcoming release

#* multiple bugs can be managed using checkboxes and then right clicking on the boxes for a menu

#* create public custom query with target version set, sorted by status ascending, then priority descending

# Go through targeted features in redmine and align features with our "backlog":https://trello.com/board/foreman-backlog/5162af6bb868365e0c007135

h2. Before creating branch in git

# Announce beginning of bug-squashing to foreman-dev ("example":http://groups.google.com/group/foreman-dev/browse_thread/thread/769d9060774da864)

# 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)

# Update manual if applicable for any additional installation steps

# Draft release notes in markdown ("example":https://gist.github.com/domcleal/5567450) using roadmap, 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)

# Check @git log@ for any changes without associated bug number and add to release notes if applicable (https://gist.github.com/lzap/6520535)

# Refresh kickstart, snippet and partition table templates from the community-templates repo to Foreman core

# Request creation of tags and build targets in "Koji":http://koji.katello.org/koji from rel-eng:

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

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

#* example set of actions: http://pastebin.test.redhat.com/162144 and http://pastebin.test.redhat.com/162145

# Add new plugin tags (i.e. 1.3) to:

#* SFK configuration in "foreman-packaging":https://github.com/theforeman/foreman-packaging/blob/master/rpms/pull_from_koji.sh

#* Koji nightly mash script

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

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

h2. Pre-release candidates

When ready to branch for release candidates.

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

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

## change to VERSION to 1.3-develop

## change packagename.spec to 1.3.0, add %changelog entry

## run @extras/changelog@

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

## change to lib/proxy.rb VERSION to 1.3-develop

## change foreman-proxy.spec version to 1.3.0, add %changelog entry

## run @extra/changelog@

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

## change foreman-proxy.spec version to 1.3.0, add %changelog entry

## run @extra/changelog@

# 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

# Update $repo in both foreman-installer/foreman and foreman_proxy modules to "rc" ("example":https://github.com/theforeman/puppet-foreman/commit/4098163a8)

# 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)

# Update release notes in new website manual version

h2. For each release candidate

# Update version and dependency versions in all foreman-installer submodules (using script ./bump_modules previous_version next_version)

# Update submodules on foreman-installer's *develop* branch via PR, cherry-pick down to *1.2-stable*

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

# In foreman *1.2-stable* run @make -C locale tx-update@

# In foreman *1.2-stable* commit with message "Release 1.2.0-RC1":

## change to VERSION to 1.2.0-RC1

## change foreman.spec version to "1.2.0", release to "0.1.RC1", add %changelog entry

## run @extras/changelog@

## change @extras/packaging/rpm/sources/foreman.repo@ and @foreman-plugins.repo@ URLs from @/nightly@ to @/rc@, change "nightly" in name to "RC" and enable gpg checking

# In smart-proxy *1.2-stable* commit with message "Release 1.2.0-RC1":

## change to lib/proxy.rb VERSION to 1.2.0-RC1

## change foreman-proxy.spec version to "1.2.0", release to "0.1.RC1", add %changelog entry

## run @extra/changelog@

# In foreman-selinux *1.2-stable* commit with message "Release 1.2.0-RC1":

## change foreman-selinux.spec version to "1.2.0", release to "0.1", uncomment alphatag* (replace # with %) and change to RC1, add %changelog entry

# In foreman-installer *1.2-stable* commit with message "Release 1.2.0-RC1":

## change foreman-installer.spec version to "1.2.0", release to "0.1", uncomment alphatag* (replace # with %) and change to RC1, add %changelog entry

# Tag commits in foreman, smart-proxy, foreman-installer and foreman-selinux: @git tag -m "Release 1.2.0-RC1" 1.2.0-RC1@

# Push to *your* GitHub repo to enable testing first

# Perform RPM scratch build of foreman, foreman-installer, foreman-proxy and foreman-selinux (see [[RPM_Packaging]])

## if they fail, revert your branch to current @project/1.2-stable@ branch, fix the issue in your repo and retry until it works

# Push to the project repo: @git push project && git push project 1.2.0-RC1@

# [[RPM_Packaging]]: follow release procedure for foreman, foreman-proxy, foreman-installer and foreman-selinux using Jenkins

# [[Debian_Packaging#foreman]]: Update build.sh and changelog files with appropriate data

# Build foreman-installer modules from 1.2-stable (see [[Installer_Packaging]] workflow)

# Build foreman-installer Debian package from 1.2-stable (see [[Debian_Packaging#foreman-installer]])

# Update theforeman.org sections:

## both @_includes/manuals/1.2/2_quickstart_guide.md@ and @_includes/manuals/1.2/3.2.1_installation.md@

##* supported platforms

##* foreman-release path (rc or releases), package version number

##* Debian platforms and repo name (rc or stable)

## @_includes/releasesplash.html@ version number

## @_includes/header.html@ manual links

# Generate and sign tarball of foreman and smart-proxy:

## @git archive --prefix=foreman-1.2.0-RC1/ 1.2.0-RC1 | bzip2 -9 > foreman-1.2.0-RC1.tar.bz2@

## @gpg -b -u packages@theforeman.org foreman-1.2.0-RC1.tar.bz2@ (requires packages key)

# Follow "Publishing releases" below

h2. For final release

# Update version and dependency versions in all foreman-installer submodules (TODO: script this)

# Update submodules on foreman-installer's *develop* branch via PR, cherry-pick down to *1.2-stable*

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

# In foreman *1.2-stable* run @make -C locale tx-update@

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

## change to VERSION to 1.2.0

## change foreman.spec version to "1.2.0", release to "1", add %changelog entry

## run @extras/changelog@

## change @extras/packaging/rpm/sources/foreman.repo@ URL from @/rc@ to @/releases/1.2@, change in name to "stable" and make sure gpgcheck is on

## do the same for @foreman-plugins.repo@

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

## change to lib/proxy.rb VERSION to 1.2.0

## change foreman-proxy.spec version to "1.2.0", release to "1", add %changelog entry

## run @extra/changelog@

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

## change foreman-selinux.spec version to "1.2.0", release to "1", comment alphatag* (replace % with #), add %changelog entry

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

## change foreman-installer.spec version to "1.2.0", release to "1", comment alphatag* (replace % with #), add %changelog entry

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

# Push to *your* GitHub repo to enable testing first

# Perform RPM scratch build of foreman, foreman-installer, foreman-proxy and foreman-selinux (see [[RPM_Packaging]])

## if they fail, revert your branch to current @project/1.2-stable@ branch, fix the issue in your repo and retry until it works

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

# [[RPM_Packaging]]: follow release procedure for foreman, foreman-proxy, foreman-installer and foreman-selinux using Jenkins

# [[Debian_Packaging#foreman]]: Update build.sh and changelog files with appropriate data

# Build foreman-installer modules from 1.2-stable (see [[Installer_Packaging]] workflow)

# Build foreman-installer Debian package from 1.2-stable (see [[Debian_Packaging#foreman-installer]])

# Update theforeman.org sections:

## both @_includes/manuals/1.2/2_quickstart_guide.md@ and @_includes/manuals/1.2/3.2.1_installation.md@

##* supported platforms

##* foreman-release path (@/releases/1.2@), package version number

##* Debian platforms and component name (@stable@)

## @_includes/releasesplash.html@ remove old version, update stable

## @_includes/header.html@ manual links

## @_layouts/homepage.html@ quickstart link

# Generate and sign tarball of foreman and smart-proxy:

## @git archive --prefix=foreman-1.2.0/ 1.2.0 | bzip2 -9 > foreman-1.2.0.tar.bz2@

## @gpg -b -u packages@theforeman.org foreman-1.2.0.tar.bz2@ (requires packages key)

# Merge develop branches into master (@git merge -Xtheirs --no-ff@) for: foreman, smart-proxy, foreman-installer, foreman-selinux

# Add the new release to the Jenkins "packaging_publish_plugins_rpm":http://ci.theforeman.org/job/packaging_publish_plugins_rpm/ job matrix

# Follow "Publishing releases" below

h2. Publishing releases (RCs and final)

# Sign all RPMs (see [[RPM_Packaging]])

# Run or request (from rel-eng) RPM repo mash/compose for Koji release tags

# Do a dry run of the RPM push process to check repoclosure etc. (see [[RPM_Packaging]])

# Push RPMs to repo on the web host, under @/rc@ or @/releases/1.2@ etc using Jenkins (see [[RPM_Packaging]])

# Push foreman-installer to Freight (see [[Debian_Packaging#foreman-installer]])

# Upload tarballs and detached signatures to http://projects.theforeman.org/projects/foreman/files

## Final only: delete all existing RC files to free up space

# Upload all installer module .tar.gz files to Puppet Forge

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

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

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

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

h2. After final release

# Sync translations from Transifex into *develop* and run @rake locale:find@

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