Github user sijie commented on a diff in the pull request: https://github.com/apache/incubator-distributedlog/pull/51#discussion_r95101716 --- Diff: website/community/release_guide.md --- @@ -0,0 +1,507 @@ +--- +layout: default +title: "DistributedLog Release Guide" +permalink: /community/release-guide/ +--- + +# Apache DistributedLog Release Guide + +* TOC +{:toc} + +This page documents the procedure to make an Apache DistributedLog release. Creit to the [Beam](http://distributedlog.incubator.apache.org/contribute/release-guide/) project. We've borrow liberally from their documentation. + +## Introduction + +The Apache DistributedLog project periodically declares and publishes releases. A release is one or more packages of the project artifact(s) that are approved for general public distribution and use. They may come with various degrees of caveat regarding their perceived quality and potential for change, such as âalphaâ, âbetaâ, âincubatingâ, âstableâ, etc. + +The DistributedLog community treats releases with great importance. They are a public face of the project and most users interact with the project only through the releases. Releases are signed off by the entire DistributedLog community in a public vote. + +Each release is executed by a *Release Manager*, who is selected among the [DistributedLog committers]({{ site.baseurl }}/community/team). This document describes the process that the Release Manager follows to perform a release. Any changes to this process should be discussed and adopted on the [dev@ mailing list]({{ site.baseurl }}/community/#mailing-lists). + +Please remember that publishing software has legal consequences. This guide complements the foundation-wide [Product Release Policy](http://www.apache.org/dev/release.html) and [Release Distribution Policy](http://www.apache.org/dev/release-distribution). + +## Overview + +![Alt text]({{ "/images/release-guide-1.png" | prepend: site.baseurl }} "Release Process"){:width="100%"} + +The release process consists of several steps: + +1. Decide to release +1. Prepare for the release +1. Build a release candidate +1. Vote on the release candidate +1. If necessary, fix any issues and go back to step 3. +1. Finalize the release +1. Promote the release + +********** + +## Decide to release + +Deciding to release and selecting a Release Manager is the first step of the release process. This is a consensus-based decision of the entire community. + +Anybody can propose a release on the dev@ mailing list, giving a solid argument and nominating a committer as the Release Manager (including themselves). Thereâs no formal process, no vote requirements, and no timing requirements. Any objections should be resolved by consensus before starting the release. + +In general, the community prefers to have a rotating set of 3-5 Release Managers. Keeping a small core set of managers allows enough people to build expertise in this area and improve processes over time, without Release Managers needing to re-learn the processes for each release. That said, if you are a committer interested in serving the community in this way, please reach out to the community on the dev@ mailing list. + +### Checklist to proceed to the next step + +1. Community agrees to release +1. Community selects a Release Manager + +********** + +## Prepare for the release + +Before your first release, you should perform one-time configuration steps. This will set up your security keys for signing the release and access to various release repositories. + +To prepare for each release, you should audit the project status in the JIRA issue tracker, and do necessary bookkeeping. Finally, you should create a release branch from which individual release candidates will be built. + +### One-time setup instructions + +#### GPG Key + +You need to have a GPG key to sign the release artifacts. Please be aware of the ASF-wide [release signing guidelines](https://www.apache.org/dev/release-signing.html). If you donât have a GPG key associated with your Apache account, please create one according to the guidelines. + +Determine your Apache GPG Key and Key ID, as follows: + + gpg --list-keys + +This will list your GPG keys. One of these should reflect your Apache account, for example: + + -------------------------------------------------- + pub 2048R/845E6689 2016-02-23 + uid Nomen Nescio <anonym...@apache.org> + sub 2048R/BA4D50BE 2016-02-23 + +Here, the key ID is the 8-digit hex string in the `pub` line: `845E6689`. + +Now, add your Apache GPG key to the DistributedLogâs `KEYS` file both in [`dev`](https://dist.apache.org/repos/dist/dev/incubator/distributedlog/KEYS) and [`release`](https://dist.apache.org/repos/dist/release/incubator/distributedlog/KEYS) repositories at `dist.apache.org`. Follow the instructions listed at the top of these files. + +Configure `git` to use this key when signing code by giving it your key ID, as follows: + + git config --global user.signingkey 845E6689 + +You may drop the `--global` option if youâd prefer to use this key for the current repository only. + +You may wish to start `gpg-agent` to unlock your GPG key only once using your passphrase. Otherwise, you may need to enter this passphrase hundreds of times. The setup for `gpg-agent` varies based on operating system, but may be something like this: + + eval $(gpg-agent --daemon --no-grab --write-env-file $HOME/.gpg-agent-info) + export GPG_TTY=$(tty) + export GPG_AGENT_INFO + +#### Access to Apache Nexus repository + +Configure access to the [Apache Nexus repository](http://repository.apache.org/), which enables final deployment of releases to the Maven Central Repository. + +1. You log in with your Apache account. +1. Confirm you have appropriate access by finding `org.apache.distributedlog` under `Staging Profiles`. +1. Navigate to your `Profile` (top right dropdown menu of the page). +1. Choose `User Token` from the dropdown, then click `Access User Token`. Copy a snippet of the Maven XML configuration block. +1. Insert this snippet twice into your global Maven `settings.xml` file, typically `${HOME}/.m2/settings.xml`. The end result should look like this, where `TOKEN_NAME` and `TOKEN_PASSWORD` are your secret tokens: + + <settings> + <servers> + <server> + <id>apache.releases.https</id> + <username>TOKEN_NAME</username> + <password>TOKEN_PASSWORD</password> + </server> + <server> + <id>apache.snapshots.https</id> + <username>TOKEN_NAME</username> + <password>TOKEN_PASSWORD</password> + </server> + </servers> + </settings> + +#### Website development setup + +Get ready for updating the DistributedLog website by following the [website development instructions]({{ site.baseurl }}/contribute/contribution-guide/#website). + +### Create a new version in JIRA + +When contributors resolve an issue in JIRA, they are tagging it with a release that will contain their changes. With the release currently underway, new issues should be resolved against a subsequent future release. Therefore, you should create a release item for this subsequent release, as follows: + +1. In JIRA, navigate to the [`DistributedLog > Administration > Versions`](https://issues.apache.org/jira/plugins/servlet/project-config/DL/versions). +1. Add a new release: choose the next minor version number compared to the one currently underway, select todayâs date as the `Start Date`, and choose `Add`. + +### Triage release-blocking issues in JIRA + +There could be outstanding release-blocking issues, which should be triaged before proceeding to build a release candidate. We track them by assigning a specific `Fix version` field even before the issue resolved. + +The list of release-blocking issues is available at the [version status page](https://issues.apache.org/jira/browse/DL/?selectedTab=com.atlassian.jira.jira-projects-plugin:versions-panel). Triage each unresolved issue with one of the following resolutions: + +* If the issue has been resolved and JIRA was not updated, resolve it accordingly. +* If the issue has not been resolved and it is acceptable to defer this until the next release, update the `Fix Version` field to the new version you just created. Please consider discussing this with stakeholders and the dev@ mailing list, as appropriate. +* If the issue has not been resolved and it is not acceptable to release until it is fixed, the release cannot proceed. Instead, work with the DistributedLog community to resolve the issue. + +### Review Release Notes in JIRA + +JIRA automatically generates Release Notes based on the `Fix Version` field applied to issues. Release Notes are intended for DistributedLog users (not DistributedLog committers/contributors). You should ensure that Release Notes are informative and useful. + +Open the release notes from the [version status page](https://issues.apache.org/jira/browse/DL/?selectedTab=com.atlassian.jira.jira-projects-plugin:versions-panel) by choosing the release underway and clicking Release Notes. + +You should verify that the issues listed automatically by JIRA are appropriate to appear in the Release Notes. Specifically, issues should: + +* Be appropriately classified as `Bug`, `New Feature`, `Improvement`, etc. +* Represent noteworthy user-facing changes, such as new functionality, backward-incompatible API changes, or performance improvements. +* Have occurred since the previous release; an issue that was introduced and fixed between releases should not appear in the Release Notes. +* Have an issue title that makes sense when read on its own. + +Adjust any of the above properties to the improve clarity and presentation of the Release Notes. + +### Create a release branch + +Release candidates are built from a release branch. As a final step in preparation for the release, you should create the release branch, push it to the code repository, and update version information on the original branch. + +Check out the version of the codebase from which you start the release. For a new minor or major release, this may be `HEAD` of the `master` branch. To build a hotfix/incremental release, instead of the `master` branch, use the release tag of the release being patched. (Please make sure your cloned repository is up-to-date before starting.) + + git checkout <master branch OR release tag> + + +Set up a few environment variables to simplify Maven commands that follow. (We use `bash` Unix syntax in this guide.) + + VERSION="0.4.0-incubating" + NEXT_VERSION="0.5.0-incubating" + BRANCH_NAME="release-${VERSION}" + DEVELOPMENT_VERSION="${NEXT_VERSION}-SNAPSHOT" + +Version represents the release currently underway, while next version specifies the anticipated next version to be released from that branch. Normally, 0.4.0 is followed by 0.5.0, while 0.4.0 is followed by 0.4.1. + +Use Maven release plugin to create the release branch and update the current branch to use the new development version. This command applies for the new major or minor version. (Warning: this command automatically pushes changes to the code repository.) + + mvn release:branch \ + -DbranchName=${BRANCH_NAME} \ + -DdevelopmentVersion=${DEVELOPMENT_VERSION} + +However, if you are doing an incremental/hotfix release, please run the following command after checking out the release tag of the release being patched. + + mvn release:branch \ + -DbranchName=${BRANCH_NAME} \ + -DupdateWorkingCopyVersions=false \ + -DupdateBranchVersions=true \ + -DreleaseVersion="${VERSION}-SNAPSHOT" + +Check out the release branch. + + git checkout ${BRANCH_NAME} + +The rest of this guide assumes that commands are run in the root of a repository on `${BRANCH_NAME}` with the above environment variables set. + +### Checklist to proceed to the next step + +1. Release Managerâs GPG key is published to `dist.apache.org` +1. Release Managerâs GPG key is configured in `git` configuration +1. Release Manager has `org.apache.distributedlog` listed under `Staging Profiles` in Nexus +1. Release Managerâs Nexus User Token is configured in `settings.xml` +1. JIRA release item for the subsequent release has been created +1. There are no release blocking JIRA issues +1. Release Notes in JIRA have been audited and adjusted +1. Release branch has been created +1. Originating branch has the version information updated to the new version + +********** + +## Build a release candidate + +The core of the release process is the build-vote-fix cycle. Each cycle produces one release candidate. The Release Manager repeats this cycle until the community approves one release candidate, which is then finalized. + +### Build and stage Java artifacts with Maven + +Set up a few environment variables to simplify Maven commands that follow. This identifies the release candidate being built. Start with `RC_NUM` equal to `1` and increment it for each candidate. + + RC_NUM="1" + TAG="v${VERSION}-RC${RC_NUM}" + +Use Maven release plugin to build the release artifacts, as follows: + + mvn release:prepare \ + -Dresume=false \ + -DreleaseVersion=${VERSION} \ + -Dtag=${TAG} \ + -DupdateWorkingCopyVersions=false + +Use Maven release plugin to stage these artifacts on the Apache Nexus repository, as follows: + + mvn release:perform + +Review all staged artifacts. They should contain all relevant parts for each module, including `pom.xml`, jar, test jar, source, test source, javadoc, etc. Artifact names should follow [the existing format](https://search.maven.org/#search%7Cga%7C1%7Cg%3A%22org.apache.distributedlog%22) in which artifact name mirrors directory structure, e.g., `distributedlog-core`. Carefully review any new artifacts. + +Close the staging repository on Apache Nexus. When prompted for a description, enter âApache DistributedLog, version X, release candidate Yâ. + +### Stage source release on dist.apache.org + +Copy the source release to the dev repository of `dist.apache.org`. + +1. If you have not already, check out the DistributedLog section of the `dev` repository on `dist.apache.org` via Subversion. In a fresh directory: + + svn co https://dist.apache.org/repos/dist/dev/incubator/distributedlog + +1. Make a directory for the new release: + + mkdir distributedlog/${VERSION} + +1. Copy and rename the DistributedLog source distribution, hashes, and GPG signature: + + cp ${DL_ROOT}/target/distributedlog-parent-${VERSION}-source-release.zip distributedlog/${VERSION}/apache-distributedlog-${VERSION}-source-release.zip + cp ${DL_ROOT}/target/distributedlog-parent-${VERSION}-source-release.zip.asc distributedlog/${VERSION}/apache-distributedlog-${VERSION}-source-release.zip.asc + cp ${DL_ROOT}/target/distributedlog-parent-${VERSION}-source-release.zip.md5 distributedlog/${VERSION}/apache-distributedlog-${VERSION}-source-release.zip.md5 + cp ${DL_ROOT}/target/distributedlog-parent-${VERSION}-source-release.zip.sha1 distributedlog/${VERSION}/apache-distributedlog-${VERSION}-source-release.zip.sha1 + +1. Add and commit all the files. + + svn add distributedlog/${VERSION} + svn commit + +1. Verify that files are [present](https://dist.apache.org/repos/dist/dev/incubator/distributedlog). + +### Build the API reference + +DistributedLog publishes API reference manual for each release on the website. For Java SDK, thatâs Javadoc. + +Check out release candidate, as follows: + + git checkout ${TAG} + +Use Maven Javadoc plugin to generate the new Java reference manual, as follows: + + mvn -DskipTests clean package javadoc:aggregate \ + -Ddoctitle="Apache DistributedLog Library for Java, version ${VERSION}" \ + -Dwindowtitle="Apache DistributedLog Library for Java, version ${VERSION}" \ + -Dmaven.javadoc.failOnError=false + +By default, the Javadoc will be generated in `target/site/apidocs/`. Let `${JAVADOC_ROOT}` be the absolute path to `apidocs`. ([Pull request #1015](https://github.com/apache/incubator-distributedlog/pull/1015) will hopefully simplify this process.) + +Please carefully review the generated Javadoc. Check for completeness and presence of all relevant packages and `package-info.java`; consider adding less relevant packages to the `excludePackageNames` configuration. The index page is generated at `${JAVADOC_ROOT}/index.html`. + +### Propose a pull request for website updates + +The final step of building the candidate is to propose a website pull request. + +Add the new release to the [Apache DistributedLog Releases]({{ site.baseurl }}/use/releases/) page, as follows: + +* Update the `<version>` tags in the sample `pom.xml` snippet to the new release. +* Add the new version to the `Release Notes` section below, along with links to the source code download and the Release Notes in JIRA. + +Add the new Javadoc to [API Reference page]({{ site.baseurl }}/user_guide/api/core) page, as follows: + +* Copy the generated Javadoc into the website repository: `cp -r ${JAVADOC_ROOT} user_guid/api/core/javadoc/${VERSION}`. +* Update the Javadoc link on this page to point to the new version. + +Finally, propose a pull request with these changes. (Donât merge before finalizing the release.) + +### Checklist to proceed to the next step + +1. Maven artifacts deployed to the staging repository of [repository.apache.org](https://repository.apache.org/content/repositories/) +1. Source distribution deployed to the dev repository of [dist.apache.org](https://dist.apache.org/repos/dist/dev/incubator/distributedlog/) +1. Website pull request proposed to list the [release]({{ site.baseurl }}/use/releases/) and publish the [API reference manual]({{ site.baseurl }}/user/api/core/javadoc/) + +********** + +## Vote on the release candidate + +Once you have built and individually reviewed the release candidate, please share it for the community-wide review. Please review foundation-wide [voting guidelines](http://www.apache.org/foundation/voting.html) for more information. + +Start the review-and-vote thread on the dev@ mailing list. Hereâs an email template; please adjust as you see fit. + + From: Release Manager + To: dev@distributedlog.incubator.apache.org + Subject: [VOTE] Release 0.4.0, release candidate #0 + + Hi everyone, + Please review and vote on the release candidate #0 for the version 0.4.0, as follows: + [ ] +1, Approve the release + [ ] -1, Do not approve the release (please provide specific comments) + + + The complete staging area is available for your review, which includes: + * JIRA release notes [1], + * the official Apache source release to be deployed to dist.apache.org [2], + * all artifacts to be deployed to the Maven Central Repository [3], + * source code tag "v0.4.0-RC0" [4], + * website pull request listing the release and publishing the API reference manual [5]. + + The vote will be open for at least 72 hours. It is adopted by majority approval, with at least 3 PPMC affirmative votes. + + Thanks, + Release Manager + + [1] link + [2] link + [3] link + [4] link + [5] link + +If there are any issues found in the release candidate, reply on the vote thread to cancel the vote. Thereâs no need to wait 72 hours. Proceed to the `Fix Issues` step below and address the problem. However, some issues donât require cancellation. For example, if an issue is found in the website pull request, just correct it on the spot and the vote can continue as-is. + +If there are no issues, reply on the vote thread to close the voting. Then, tally the votes in a separate email. Hereâs an email template; please adjust as you see fit. + + From: Release Manager + To: dev@distributedlog.incubator.apache.org + Subject: [RESULT] [VOTE] Release 0.4.0, release candidate #0 + + I'm happy to announce that we have unanimously approved this release. + + There are XXX approving votes, XXX of which are binding: + * approver 1 + * approver 2 + * approver 3 + * approver 4 + + There are no disapproving votes. + + Thanks everyone! + +While in incubation, the Apache Incubator PMC must also vote on each release, using the same process as above. Start the review and vote thread on the `gene...@incubator.apache.org` list. + + From: Release Manager + To: gene...@incubator.apache.org + Cc: dev@distributedlog.incubator.apache.org + Subject: [VOTE] Apache DistributedLog release 0.4.0-incubating + + Hi everyone, + Please review and vote on the release candidate #0 for the Apache DistributedLog version 0.4.0-incubating, as follows: + [ ] +1, Approve the release + [ ] -1, Do not approve the release (please provide specific comments) + + + The complete staging area is available for your review, which includes: + * JIRA release notes [1], + * the official Apache source release to be deployed to dist.apache.org [2], + * all artifacts to be deployed to the Maven Central Repository [3], + * source code tag "v0.4.0-RC0" [4], + * website pull request listing the release and publishing the API reference manual [5]. + + The Apache DistributedLog community has unanimously approved this release [6]. + + As customary, the vote will be open for at least 72 hours. It is adopted by + a majority approval with at least three PMC affirmative votes. If approved, + we will proceed with the release. + + Thanks! + + [1] link + [2] link + [3] link + [4] link + [5] link + [6] lists.apache.org permalink to the vote result thread, e.g., link + +If passed, close the voting and summarize the results. + + From: Release Manager + To: gene...@incubator.apache.org + Cc: dev@distributedlog.incubator.apache.org + Subject: [RESULT] [VOTE] Apache DistributedLog release 0.4.0-incubating + + There are XXX approving votes, all of which are binding: + * approver 1 + * approver 2 + * approver 3 + * approver 4 + + There are no disapproving votes. + + We'll proceed with this release as staged. + + Thanks everyone! + +### Checklist to proceed to the finalization step + +1. Community votes to release the proposed candidate --- End diff -- done
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