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spring-data-release/readme.adoc
Mark Paluch fe898b2221 Revise release check list.
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2022-09-19 15:46:09 +02:00

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== General Notes
* Make sure to <<setup,initially set-up your environment>>.
* Use the command `help` to get a list of all commands in the release tools.
* After fixing a problem use `workspace cleanup` to clean-up any mess left behind by the previous step.
== The release process
The <<pre-release,*Pre-Release tasks*>> and <<post-release,*Post-Release tasks*>> phases of making a release (opening tickets/closing tickets) is still done manually.
The <<build,*Build and publish the release*>> phase is what's covered by the CI server.
[[pre-release]]
=== 🍃 Pre-Release tasks
. Ensure all work on CVEs potentially contained in the release is done (incl. backports etc.).
. Upgrade dependencies in Spring Data Build parent pom (mind minor/major version rules).
. All release tickets are present (CLI: `$ tracker releasetickets $trainIteration`)
. Review open tickets for release.
. Self-assign release tickets (CLI: `$ tracker prepare $trainIteration`)
. Announce release preparations to mailing list (https://groups.google.com/forum/#!forum/spring-data-dev)
. 🚥 Continue with `Build and publish the release`
[[build]]
=== 🌿 Build and publish the release
[%header,cols="1,1"]
|===
|Action
|Command
|Check out this repository from GitHub
|`$ git clone git@github.com:spring-projects/spring-data-release.git`
|Checkout the `main` branch
|`$ git checkout main`
|Edit `ci/release.properties` and assign the version number of the release train you wish to release to `release.version`. (Make sure it's NOT commented out!)
|
|Commit the change to this repository
|`$ git add ci/release.properties && git commit`
|Switch to the `release` branch
|`$ git checkout release`
|Set the `HEAD` to `main` to point the content to what is on `main`
|`$ git reset --hard main`
|🚨 *To trigger 🛣 the release* `git push` the `release` branch
|`$ git push origin release`
|Go to https://jenkins.spring.io/view/SpringData/job/spring-data-release-release/, Navigate to the `release` branch.
A job should have started. Click on the active job, and then click on *Open Blue Ocean*.
| Monitor the release process.
|===
After preparing and building (approx. 20 minutes), the Jenkins pipeline will pause, indicating it's time to smoke test the staged release, and put up a prompt: *Proceed* or *Abort*.
🚨 If you click on *Proceed*, then it will continue on to the `release conclude`/`github push`/`release distribute` phase.
* For a Maven central release, go to https://s01.oss.sonatype.org/ and login.
** After logging in, you will find a closed Spring Data Release repository.
** Click the repository and then choose "Release".
* For an artifactory release, the release will already have been staged and promoted, so there is nothing more to do.
* 🚥 Continue with `Post-release tasks`
*Background*
====
The first CI phase includes: `release prepare` and `release build` and may take twenty minutes or so.
* For a maven central release, you can visit https://s01.oss.sonatype.org/, login, and inspect the staged Spring Data Release. All the Spring Data modules will inside one repository.
* For a milestone/RC release, you can visit https://repo.spring.io/. All the Spring Data modules will be there, each module a separate "build".
At this point in time, we don't have official Spring Data Release smoke testing configured, so you can simply click *Proceed* if there were no issues. +
For milestone/RC releases, Spring Data Release tools automatically promotes them in Artifactory, so if you have to delete a build, you'll ALSO have to go and delete each module individually.
====
[[post-release]]
=== 🍀 Post-Release tasks
[%header,cols="1,1"]
|===
|Action
|Command
| Finally, push the commit that changed `release.properties` to `main`
| `$ git push origin main` (where you've checked out `spring-data-release`)
|Close release tickets.
|`$ tracker close $trainIteration`
|Create new release versions and tickets for upcoming version
|`$ tracker setup-next $trainIteration.next`
|Update versions in Sagan. `$targets` is given as comma separated lists of code names, without spaces. E.g. `Moore,Neumann`
|`$ sagan update $releasetrains`
|Create list of docs for release announcements
|`$ announcement $trainIteration`
|Announce release (Blog, Twitter) and notify downstream dependency projects as needed.
|N.A.
|===
Congratulations 🥳 You completed the release ❤️.
=== Appendix
[[setup]]
==== One Time Setup
===== Infrastructure requirements
* Ensure you have the credentials for `buildmaster` accounts on https://repo.spring.io.
* Ensure you have the credentials for https://oss.sonatype.org (to deploy and promote GA and service releases, need deployment permissions for `org.springframework.data`) in `settings.xml` for server with id `sonatype`.
Both are available in the Spring/Pivotal Last Pass repository.
===== Prepare local configuration and credentials
Add an `application-local.properties` to the project root and add the following properties:
* `git.username` - Your GitHub username.
* `git.password` - Your GitHub Password (or API key with scopes: `public_repo, read:org, repo:status, repo_deployment, user` when using 2FA).
* `git.author` - Your full name (used for preparing commits).
* `git.email` - Your email (used for preparing commits).
* `maven.mavenHome` - Pointing to the location of your Maven installation.
* `deployment.username` - Your Artifactory user.
* `deployment.api-key` - The Artifactory API key to use for artifact promotion.
* `deployment.password` - The encrypted Artifactory password..
* `gpg.keyname` - The GPG key name.
* `gpg.passphrase` - The password of your GPG key.
* `gpg.executable` - Path to your GPG executable, typically `/usr/local/MacGPG2/bin/gpg2`
or `/usr/local/bin/gpg`.
* `sagan.key` - Sagan authentication token. Must be a valid GitHub token. Can be the same
as `git.password` when using a GitHub token as password.
After that, run the `verify` command (`$ verify`) to verify your settings (authentication,
correct Maven, Java, and GPG setup).
See `application-local.template` for details.
==== Detailed commands performed by `spring-data-release-cli`
|===
|Action |Command
|All release tickets are present |`$ tracker releasetickets $trainIteration`
|Self-assign release tickets |`$ tracker prepare $trainIteration`
2+| *Release the binaries*
| |`$ release prepare $trainIteration`
|Build the artefacts and push them to the appropriate maven repository |`$ release build $trainIteration`
| |`$ release conclude $trainIteration`
|Push the created commits to GitHub |`$ github push $trainIteration`
|Push new maintenance branches if the release version was a GA release (`X.Y.0` version) |`$ git push $trainIteration.next`
|Distribute documentation and static resources from tag |`$ release distribute $trainIteration`
2+| *Post-release tasks*
|Close JIRA tickets and GitHub release tickets. |`$ tracker close $trainIteration`
|Create new release versions and tickets for upcoming version |`$ tracker setup-next $trainIteration.next`
|Update versions in Sagan. `$targets` is given as comma separated lists of code names, without spaces. E.g. `Moore,Neumann` |`$ sagan update $releasetrains`
|Create list of docs for release announcements |`$ announcement $trainIteration`
|===
==== Utilities
===== GitHub Labels
`ProjectLabelConfiguration` contains a per-project configuration which labels should be present in a project. To apply that configuration (create or update), use:
----
$ github update labels $project
----
===== Dependency Upgrade
`ProjectDependencies` contains a per-project configuration of dependencies.
Workflow:
* Check for dependency upgrades `$ dependency check $trainIteration`
Reports upgradable dependencies for Build and Modules and
creates `dependency-upgrade-build.properties` file.
Edit `dependency-upgrade-build.properties` to specify the dependency version to upgrade.
Removing a line will omit that dependency upgrade.
* Apply dependency upgrade with `$ dependency upgrade $trainIteration`. Applies dependency
upgrades currently only to Spring Data Build.
* Report store-specific dependencies to Spring Boot's current upgrade
ticket (https://github.com/spring-projects/spring-boot/issues/24036[sample]) `$ dependency report $trainIteration`
===== CI Properties Distribution
To distribute `ci/pipeline.properties` across all modules use:
`$ infra distribute ci-properties $trainIteration`