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diff --git a/doc/release/monthly.md b/doc/release/monthly.md index c46a3ed9c93..cfe01896d8f 100644 --- a/doc/release/monthly.md +++ b/doc/release/monthly.md @@ -1,200 +1,126 @@ # Monthly Release -NOTE: This is a guide for GitLab developers. +NOTE: This is a guide used by the GitLab B.V. developers. -# **15th - Code Freeze & Release Manager** +It starts 7 working days before the release. +The release manager doesn't have to perform all the work but must ensure someone is assigned. +The current release manager must schedule the appointment of the next release manager. +The new release manager should create overall issue to track the progress. -### **1. Stop merging in code, except for important bugfixes** +## Release Manager -### **2. Release Manager** +A release manager is selected that coordinates all releases the coming month, including the patch releases for previous releases. +The release manager has to make sure all the steps below are done and delegated where necessary. +This person should also make sure this document is kept up to date and issues are created and updated. -A release manager is selected that coordinates the entire release of this version. The release manager has to make sure all the steps below are done and delegated where necessary. This person should also make sure this document is kept up to date and issues are created and updated. +## Take vacations into account -### **3. Create an overall issue** -Name it "Release x.x.x" for easier searching. +The time is measured in weekdays to compensate for weekends. +Do everything on time to prevent problems due to rush jobs or too little testing time. +Make sure that you take into account any vacations of maintainers. +If the release is falling behind immediately warn the team. -``` -15th: - -* Update the changelog (#LINK) -* Triage the omnibus-gitlab milestone - -16th: - -* Merge CE in to EE (#LINK) -* Close the omnibus-gitlab milestone - -17th: - -* Create x.x.0.rc1 (#LINK) -* Build package for GitLab.com (https://dev.gitlab.org/cookbooks/chef-repo/blob/master/doc/administration.md#build-a-package) +## Create an overall issue and follow it -18th: - -* Update GitLab.com with rc1 (#LINK) (https://dev.gitlab.org/cookbooks/chef-repo/blob/master/doc/administration.md#deploy-the-package) -* Regression issue and tweet about rc1 (#LINK) -* Start blog post (#LINK) - -21th: - -* Do QA and fix anything coming out of it (#LINK) - -22nd: +Create issue for GitLab CE project(internal). Name it "Release x.x.x" for easier searching. +Replace the dates with actual dates based on the number of workdays before the release. +All steps from issue template are explained below -* Release CE and EE (#LINK) - -23rd: - -* Prepare package for GitLab.com release (#LINK) - -24th: - -* Deploy to GitLab.com (#LINK) ``` +Xth: (7 working days before the 22nd) -### **4. Update Changelog** - -Any changes not yet added to the changelog are added by lead developer and in that merge request the complete team is asked if there is anything missing. - -### **5. Take weekend and vacations into account** - -Ensure that there is enough time to incorporate the findings of the release candidate, etc. - -# **16th - Merge the CE into EE** - -Do this via a merge request. - -# **17th - Create RC1** +- [ ] Code freeze +- [ ] Update the CE changelog (#LINK) +- [ ] Update the EE changelog (#LINK) +- [ ] Update the CI changelog (#LINK) +- [ ] Triage the omnibus-gitlab milestone -The RC1 release comes with the task to update the installation and upgrade docs. Be mindful that there might already be merge requests for this on GitLab or GitHub. +Xth: (6 working days before the 22nd) -### **1. Update the installation guide** +- [ ] Merge CE master in to EE master via merge request (#LINK) +- [ ] Determine QA person and notify this person +- [ ] Check the tasks in [how to rc1 guide](howto_rc1.md) and delegate tasks if necessary +- [ ] Create CE, EE, CI RC1 versions (#LINK) -1. Check if it references the correct branch `x-x-stable` (doesn't exist yet, but that is okay) -1. Check the [GitLab Shell version](https://gitlab.com/gitlab-org/gitlab-ce/blob/master/lib/tasks/gitlab/check.rake#L782) -1. Check the [Git version](https://gitlab.com/gitlab-org/gitlab-ce/blob/master/lib/tasks/gitlab/check.rake#L794) -1. There might be other changes. Ask around. +Xth: (5 working days before the 22nd) -### **2. Create an update guides** +- [ ] Do QA and fix anything coming out of it (#LINK) +- [ ] Close the omnibus-gitlab milestone +- [ ] Prepare the blog post (#LINK) -1. Create: CE update guide from previous version. Like `from-6-8-to-6.9` -1. Create: CE to EE update guide in EE repository for latest version. -1. Update: https://gitlab.com/gitlab-org/gitlab-ce/blob/master/doc/update/6.0-to-6.x.md to latest version. +Xth: (4 working days before the 22nd) -It's best to copy paste the previous guide and make changes where necessary. -The typical steps are listed below with any points you should specifically look at. +- [ ] Update GitLab.com with rc1 (#LINK) (https://dev.gitlab.org/cookbooks/chef-repo/blob/master/doc/administration.md#deploy-the-package) +- [ ] Update ci.gitLab.com with rc1 (#LINK) (https://dev.gitlab.org/cookbooks/chef-repo/blob/master/doc/administration.md#deploy-the-package) +- [ ] Create regression issues (CE, CI) (#LINK) +- [ ] Tweet about rc1 (#LINK) -#### 0. Any major changes? +Xth: (3 working days before the 22nd) -List any major changes here, so the user is aware of them before starting to upgrade. For instance: +- [ ] Merge CE stable branch into EE stable branch -- Database updates -- Web server changes -- File structure changes +Xth: (2 working days before the 22nd) -#### 1. Make backup +- [ ] Check that everyone is mentioned on the blog post (the reviewer should have done this one working day ago) +- [ ] Check that MVP is added to the mvp page (source/mvp/index.html in www-gitlab-com) -#### 2. Stop server +Xth: (1 working day before the 22nd) -#### 3. Do users need to update dependencies like `git`? +- [ ] Create CE, EE, CI stable versions (#LINK) +- [ ] Create Omnibus tags and build packages +- [ ] Update GitLab.com with the stable version (#LINK) +- [ ] Update ci.gitLab.com with the stable version (#LINK) -- Check if the [GitLab Shell version](https://gitlab.com/gitlab-org/gitlab-ce/blob/master/lib/tasks/gitlab/check.rake#L782) changed since the last release. - -- Check if the [Git version](https://gitlab.com/gitlab-org/gitlab-ce/blob/master/lib/tasks/gitlab/check.rake#L794) changed since the last release. - -#### 4. Get latest code - -#### 5. Does GitLab shell need to be updated? - -#### 6. Install libs, migrations, etc. - -#### 7. Any config files updated since last release? - -Check if any of these changed since last release: - -- <https://gitlab.com/gitlab-org/gitlab-ce/commits/master/lib/support/nginx/gitlab> -- <https://gitlab.com/gitlab-org/gitlab-ce/commits/master/lib/support/nginx/gitlab-ssl> -- <https://gitlab.com/gitlab-org/gitlab-shell/commits/master/config.yml.example> -- <https://gitlab.com/gitlab-org/gitlab-ce/commits/master/config/gitlab.yml.example> -- <https://gitlab.com/gitlab-org/gitlab-ce/commits/master/config/unicorn.rb.example> -- <https://gitlab.com/gitlab-org/gitlab-ce/commits/master/config/database.yml.mysql> -- <https://gitlab.com/gitlab-org/gitlab-ce/commits/master/config/database.yml.postgresql> -- <https://gitlab.com/gitlab-org/gitlab-ce/commits/master/config/initializers/rack_attack.rb.example> -- <https://gitlab.com/gitlab-org/gitlab-ce/commits/master/config/resque.yml.example> - -#### 8. Need to update init script? - -Check if the `init.d/gitlab` script changed since last release: <https://gitlab.com/gitlab-org/gitlab-ce/commits/master/lib/support/init.d/gitlab> - -#### 9. Start application - -#### 10. Check application status +22nd: -### **3. Code quality indicators** +- [ ] Release CE, EE and CI (#LINK) -Make sure the code quality indicators are green / good. +``` -- [![Build status](http://ci.gitlab.org/projects/1/status.png?ref=master)](http://ci.gitlab.org/projects/1?ref=master) on ci.gitlab.org (master branch) +- - - -- [![Build Status](https://semaphoreapp.com/api/v1/projects/2f1a5809-418b-4cc2-a1f4-819607579fe7/243338/badge.png)](https://semaphoreapp.com/gitlabhq/gitlabhq) (master branch) +## Code Freeze -- [![Code Climate](https://codeclimate.com/github/gitlabhq/gitlabhq.png)](https://codeclimate.com/github/gitlabhq/gitlabhq) +Stop merging code in master, except for important bug fixes -- [![Dependency Status](https://gemnasium.com/gitlabhq/gitlabhq.png)](https://gemnasium.com/gitlabhq/gitlabhq) this button can be yellow (small updates are available) but must not be red (a security fix or an important update is available) +## Update changelog -- [![Coverage Status](https://coveralls.io/repos/gitlabhq/gitlabhq/badge.png?branch=master)](https://coveralls.io/r/gitlabhq/gitlabhq) +Any changes not yet added to the changelog are added by lead developer and in that merge request the complete team is +asked if there is anything missing. -### **4. Set VERSION** +There are three changelogs that need to be updated: CE, EE and CI. -Change version in VERSION to `x.x.0.rc1`. +## Create RC1 (CE, EE, CI) -### **5. Tag** +[Follow this How-to guide](howto_rc1.md) to create RC1. -Create an annotated tag that points to the version change commit: +## Prepare CHANGELOG for next release -``` -git tag -a vx.x.0.rc1 -m 'Version x.x.0.rc1' -``` +Once the stable branches have been created, update the CHANGELOG in `master` with the upcoming version, usually X.X.X.pre. -### **6. Create stable branches** +## QA -For GitLab EE, append `-ee` to the branch. +Create issue on dev.gitlab.org `gitlab` repository, named "GitLab X.X QA" in order to keep track of the progress. -`x-x-stable-ee` +Use the omnibus packages created for RC1 of Enterprise Edition using [this guide](https://dev.gitlab.org/gitlab/gitlab-ee/blob/master/doc/release/manual_testing.md). -``` -git checkout master -git pull -git checkout -b x-x-stable -git push <remote> x-x-stable -``` +**NOTE** Upgrader can only be tested when tags are pushed to all repositories. Do not forget to confirm it is working before releasing. Note that in the issue. -Now developers can use master for merging new features. -So you should use stable branch for future code chages related to release. +#### Fix anything coming out of the QA +Create an issue with description of a problem, if it is quick fix fix it yourself otherwise contact the team for advice. -# **18th - Release RC1** +**NOTE** If there is a problem that cannot be fixed in a timely manner, reverting the feature is an option! If the feature is reverted, +create an issue about it in order to discuss the next steps after the release. -### **1. Update GitLab.com** +## Update GitLab.com with RC1 -Merge the RC1 EE code into GitLab.com. -Once the build is green, create a package. +Use the omnibus EE packages created for RC1. If there are big database migrations consider testing them with the production db on a VM. Try to deploy in the morning. It is important to do this as soon as possible, so we can catch any errors before we release the full version. -### **2. Prepare the blog post** - -- Start with a complete copy of the [release blog template](https://gitlab.com/gitlab-com/www-gitlab-com/blob/master/doc/release_blog_template.md) and fill it out. -- Check the changelog of CE and EE for important changes. -- Create a WIP MR for the blog post -- Ask Dmitriy to add screenshots to the WIP MR. -- Decide with team who will be the MVP user. -- Add a note if there are security fixes: This release fixes an important security issue and we advise everyone to upgrade as soon as possible. -- Assign to one reviewer who will fix spelling issues by editing the branch (can use the online editor) -- After the reviewer is finished the whole team will be mentioned to give their suggestions via line comments - -### **3. Create a regressions issue** +## Create a regressions issue On [the GitLab CE issue tracker on GitLab.com](https://gitlab.com/gitlab-org/gitlab-ce/issues/) create an issue titled "GitLab X.X regressions" add the following text: @@ -203,122 +129,84 @@ Please do not raise issues directly in this issue but link to issues that might The decision to create a patch release or not is with the release manager who is assigned to this issue. The release manager will comment here about the plans for patch releases. -Assign the issue to the release manager and /cc all the core-team members active on the issue tracker. If there are any known bugs in the release add them immediately. +Assign the issue to the release manager and at mention all members of gitlab core team. If there are any known bugs in the release add them immediately. -### **4. Tweet** +## Tweet about RC1 Tweet about the RC release: > GitLab x.x.0.rc1 is out. This release candidate is only suitable for testing. Please link regressions issues from LINK_TO_REGRESSION_ISSUE -# **21st - Preparation** - -### **1. Pre QA merge** - -Merge CE into EE before doing the QA. - -### **2. QA** - -Create issue on dev.gitlab.org `gitlab` repository, named "GitLab X.X QA" in order to keep track of the progress. - -Use the omnibus packages of Enterprise Edition using [this guide](https://dev.gitlab.org/gitlab/gitlab-ee/blob/master/doc/release/manual_testing.md). - -**NOTE** Upgrader can only be tested when tags are pushed to all repositories. Do not forget to confirm it is working before releasing. Note that in the issue. - -### **3. Fix anything coming out of the QA** - -Create an issue with description of a problem, if it is quick fix fix it yourself otherwise contact the team for advice. - -**NOTE** If there is a problem that cannot be fixed in a timely manner, reverting the feature is an option! If the feature is reverted, -create an issue about it in order to discuss the next steps after the release. - -# **22nd - Release CE and EE** - -For GitLab EE, append `-ee` to the branches and tags. +## Prepare the blog post -`x-x-stable-ee` +1. Start with a complete copy of the [release blog template](https://gitlab.com/gitlab-com/www-gitlab-com/blob/master/doc/release_blog_template.md) and fill it out. +1. Make sure the blog post contains information about the GitLab CI release. +1. Check the changelog of CE and EE for important changes. +1. Also check the CI changelog +1. Add a proposed tweet text to the blog post WIP MR description. +1. Create a WIP MR for the blog post +1. Ask Dmitriy (or a team member with OS X) to add screenshots to the WIP MR. +1. Decide with core team who will be the MVP user. +1. Create WIP MR for adding MVP to MVP page on website +1. Add a note if there are security fixes: This release fixes an important security issue and we advise everyone to upgrade as soon as possible. +1. Create a merge request on [GitLab.com](https://gitlab.com/gitlab-com/www-gitlab-com/tree/master) +1. Assign to one reviewer who will fix spelling issues by editing the branch (either with a git client or by using the online editor) +1. Comment to the reviewer: '@person Please mention the whole team as soon as you are done (3 workdays before release at the latest)' -`v.x.x.0-ee` +## Create CE, EE, CI stable versions -Note: Merge CE into EE if needed. - -### **1. Set VERSION to x.x.x and push** - -- Change the GITLAB_SHELL_VERSION file in `master` of the CE repository if the version changed. -- Change the GITLAB_SHELL_VERSION file in `master` of the EE repository if the version changed. -- Change the VERSION file in `master` branch of the CE repository and commit and push to origin. -- Change the VERSION file in `master` branch of the EE repository and commit and push to origin. - -### **2. Update installation.md** - -Update [installation.md](https://gitlab.com/gitlab-org/gitlab-ce/blob/master/doc/install/installation.md) to the newest version in master. - -### **3. Push latest changes from x-x-stable branch to dev.gitlab.org** +Get release tools ``` -git checkout -b x-x-stable -git push origin x-x-stable +git clone git@dev.gitlab.org:gitlab/release-tools.git +cd release-tools ``` -### **4. Build the Omnibus packages** - -Follow the [release doc in the Omnibus repository](https://gitlab.com/gitlab-org/omnibus-gitlab/blob/master/doc/release.md). -This can happen before tagging because Omnibus uses tags in its own repo and SHA1's to refer to the GitLab codebase. - -### **5. Create annotated tag vx.x.x** - -In `x-x-stable` branch check for the SHA-1 of the commit with VERSION file changed. Tag that commit, +Bump version, create release tag and push to remotes: ``` -git tag -a vx.x.0 -m 'Version x.x.0' xxxxx +bundle exec rake release["x.x.0"] ``` -where `xxxxx` is SHA-1. +This will create correct version and tag and push to all CE, EE and CI remotes. -### **6. Push the tag and x-x-stable branch to the remotes** +Update [installation.md](/doc/install/installation.md) to the newest version in master. -For GitLab CE, push to dev, GitLab.com and GitHub. -For GitLab EE, push to the subscribers repo. +## Create Omnibus tags and build packages -Make sure the branch is marked 'protected' on each of the remotes you pushed to. +Follow the [release doc in the Omnibus repository](https://gitlab.com/gitlab-org/omnibus-gitlab/blob/master/doc/release.md). +This can happen before tagging because Omnibus uses tags in its own repo and SHA1's to refer to the GitLab codebase. -``` -git push <remote> x-x-stable(-ee) -git push <remote> vx.x.0 -``` +## Update GitLab.com with the stable version + +- Deploy the package (should not need downtime because of the small difference with RC1) +- Deploy the package for ci.gitlab.com -### **7. Publish packages for new release** +## Release CE, EE and CI + +__1. Publish packages for new release__ Update `downloads/index.html` and `downloads/archive/index.html` in `www-gitlab-com` repository. -### **8. Publish blog for new release** +__2. Publish blog for new release__ +Doublecheck the everyone has been mentioned in the blog post. Merge the [blog merge request](#1-prepare-the-blog-post) in `www-gitlab-com` repository. -### **9. Tweet to blog** +__3. Tweet to blog__ Send out a tweet to share the good news with the world. List the most important features and link to the blog post. -Proposed tweet for CE "GitLab X.X is released! It brings *** <link-to-blogpost>" - -### **10. Send out the newsletter** - -Send out an email to the 'GitLab Newsletter' mailing list on MailChimp. -Replicate the former release newsletter and modify it accordingly. -**Do not forget to edit `Subject line` and regenerate `Plain-Text Email` from HTML source** - -Include a link to the blog post and keep it short. - -Proposed email text: -"We have released a new version of GitLab. See our blog post(<link>) for more information." +Proposed tweet "Release of GitLab X.X & CI Y.Y! FEATURE, FEATURE and FEATURE <link-to-blog-post> #gitlab" +Consider creating a post on Hacker News. -# **23rd - Optional Patch Release** +## Release new AMIs -# **24th - Update GitLab.com** +[Follow this guide](https://dev.gitlab.org/gitlab/AMI/blob/master/README.md) -Merge the stable release into GitLab.com. Once the build is green deploy the next morning. +## Create a WIP blogpost for the next release -# **25th - Release GitLab CI** +Create a WIP blogpost using [release blog template](https://gitlab.com/gitlab-com/www-gitlab-com/blob/master/doc/release_blog_template.md). |