For the ASF, just that it be controlled by the release manager who signs
the release.

On Wed, Jan 18, 2017 at 9:22 AM, Otto Fowler <ottobackwa...@gmail.com>
wrote:

> Are there any other requirements around the release build machine?   Does
> it require anti-virus or anything like that?
>
> On January 17, 2017 at 15:34:10, Casey Stella (ceste...@gmail.com) wrote:
>
> Larry,
>
> Thanks for the info. In that case, then the following passage:
>
> > Now, we must grab the release candidate binary from the github releases
> > page (https://github.com/apache/incubator-metron/releases). In our
> case,
> > for RC1, that would be
> > https://github.com/apache/incubator-metron/archive/
> apache-metron-0.[FR++].0-rc1-incubating.tar.gz
> <https://github.com/apache/incubator-metron/archive/apache-metron-0.%5BFR++%5D.0-rc1-incubating.tar.gz>
> We
> > will refer to this as the release candidate tarball.
>
>
> Should be replaced with:
>
> > Now we must create the release candidate tarball. From the apache repo,
> > you should run:
> > git archive --prefix=apache-metron-0.[FR++].0-rc1-incubating/
> > apache-metron-0.[FR++].0-rc1-incubating | gzip >
> > apache-metron-0.[FR++].0-rc-incubating.tar.gz We will refer to this as
> the
> > release candidate tarball.
>
>
> On Tue, Jan 17, 2017 at 3:20 PM, larry mccay <lmc...@apache.org> wrote:
>
> > It is technically a violation of apache release policy to build releases
> in
> > such a way [1]:
> >
> > MUST RELEASES BE BUILT ON HARDWARE OWNED AND CONTROLLED BY THE
> COMMITTER?
> > <http://www.apache.org/dev/release.html#owned-controlled-hardware>
> >
> > Strictly speaking, releases must be verified
> > <https://svn.apache.org/repos/private/committers/tools/
> > releases/compare_dirs.pl>
> > on
> > hardware owned and controlled by the committer. That means hardware the
> > committer has physical possession and control of and exclusively full
> > administrative/superuser access to. That's because only such hardware is
> > qualified to hold a PGP private key, and the release should be verified
> on
> > the machine the private key lives on or on a machine as trusted as that.
> >
> > Practically speaking, when a release consists of anything beyond an
> archive
> > (e.g., tarball or zip file) of a source control tag, the only practical
> way
> > to validate that archive is to build it locally; manually inspecting
> > generated files (especially binary files) is not feasible. So,
> basically,
> > "Yes".
> >
> > *Note: This answer refers to the process used to produce a release
> artifact
> > from a source control tag. It does not refer to testing that artifact
> for
> > technical quality.*
> >
> >
> > Knox is still using the archive from a jenkins build and is also out of
> > compliance.
> >
> > We will need to eventually change this approach as well.
> >
> > The threat is that someone could compromise such a remote system in a
> way
> > that adds additional classes or alters the code in someway that the
> project
> > will then be propagating this compromised binary under the Apache brand.
> >
> >
> > 1. http://www.apache.org/dev/release.html#owned-controlled-hardware
> >
> > On Tue, Jan 17, 2017 at 2:43 PM, Casey Stella <ceste...@gmail.com>
> wrote:
> >
> > > Hey Matt,
> > >
> > > Github actually constructs the tarball for us using git archive (for
> > every
> > > tag, for that matter). We don't explicitly push any tarball to github.
> > > The reason why we pull the tarball from github directly is that we
> ship a
> > > .gitattributes to define what gets put in the tarball. (we don't ship
> the
> > > site for instance). This was just easier to describe than to walk
> > through
> > > using git archive. I don't think it's hurting anything necessarily,
> but
> > I
> > > might be wrong.
> > >
> > > Regarding Step 7, that can be made explicit, but the link is part of
> the
> > > VOTE template.
> > >
> > > Regarding maintenance releases, 1 and 2 may be skipped for a
> maintenance
> > > release, but the rest really should be followed. It's a release and
> must
> > > abide by apache requirements, I think. Maybe the mentors could chime
> in,
> > > though.
> > >
> > > Regarding Security break-fix, I'm not sure. Perhaps the mentors can
> > chime
> > > in?
> > >
> > > Casey
> > >
> > > On Mon, Jan 16, 2017 at 4:05 PM, Matt Foley <ma...@apache.org> wrote:
> > >
> > > > Overall, a great contribution. I suspect that as the next couple
> > Release
> > > > Managers go thru it, they’ll find various glitches to clean up, but
> > > that’s
> > > > fine.
> > > > Bravo especially for the last couple paragraphs (Ensuring
> Consistency
> > > > between Feature and Maint Releases), which are very good.
> > > >
> > > > One major issue: Step 4 says:
> > > > >> Now, we must grab the release candidate binary from the github
> > > releases
> > > > page (https://github.com/apache/incubator-metron/releases).
> > > >
> > > > Missing step! How did the tarball get there?
> > > >
> > > > Also, I don’t think the tarball should be first pushed to github.
> What
> > > > benefit does this provide, vs just pushing directly to the dev repo
> (
> > > > https://dist.apache.org/repos/dist/dev/incubator/metron )?
> > > >
> > > > Step 7 should state that the call for vote will include a link to
> the
> > RC
> > > > release in the dev repo.
> > > >
> > > > >>Creating a Maintenance Release
> > > > >> … if a critical JIRA comes in that requires an immediate patch we
> > may
> > > > forego steps 2-5 …
> > > >
> > > > Eh? I can see skipping steps 1 and 2, and abbreviating steps 5 and
> 6,
> > > but
> > > > steps 3 and 4 are purely mechanical and seem needed by definition to
> > > make a
> > > > release. Am I missing something? Perhaps the step # references are
> > > from a
> > > > prior draft?
> > > >
> > > > Also, regarding steps 7 and 8 (the votes), are Security break-fix
> > > releases
> > > > different in terms of voting requirements for Apache?
> > > >
> > > > Thanks,
> > > > --Matt
> > > >
> > > >
> > > > On 1/16/17, 12:03 PM, "James Sirota" <jsir...@apache.org> wrote:
> > > >
> > > > If no one has additional comments on this document i'll go ahead
> > and
> > > > put it up for a vote...
> > > > https://cwiki.apache.org/confluence/pages/viewpage.
> > > > action?pageId=66854770
> > > >
> > > > 10.01.2017, 12:50, "James Sirota" <jsir...@apache.org>:
> > > > > Hi Larry,
> > > > >
> > > > > Thanks for the comments. I beefed up the technical section. How
> > > does
> > > > this look?
> > > > >
> > > > > https://cwiki.apache.org/confluence/pages/viewpage.
> > > > action?pageId=66854770
> > > > >
> > > > > 0.[FR++].0Metron Release Types
> > > > > There are two types of Metron releases:
> > > > > Feature Release (FR) - this is a release that has a significant
> > > step
> > > > forward in feature capability and is denoted by an upgrade of the
> > second
> > > > digit
> > > > > Maintenance Release (MR) - this is a set of patches and fixes
> > that
> > > > are issued following the FR and is denoted by an upgrade of the
> third
> > > digit
> > > > > Release Naming Convention
> > > > > Metron build naming convention is as follows: 0.[FR].[MR]. We
> > keep
> > > > the 0. notation to signify that the project is still under active
> > > > development and we will hold a community vote to go to 1.x at a
> future
> > > time
> > > > > Initiating a New Metron Release
> > > > > Immediately upon the release of the previous Metron release
> > create
> > > > two branches: FR ++ and MR. Create the FR++ branch by incrementing
> the
> > > > second digit like so 0.[FR++].0. Create the MR branch for the
> previous
> > > > Metron release by incrementing the second digit of the previous
> release
> > > > like so 0.[FR].[MR]. All patches to the previous Metron release will
> be
> > > > checked in under the MR branch and where it makes sense also under
> the
> > FR
> > > > branch. All new features will be checked in under the FR branch.
> > > > > Creating a Feature Release
> > > > > Step 1 - Initiate a discuss thread
> > > > > Prior to the release The Release manager should do the following
> > > > (preferably a month before the release):
> > > > > Make sure that the list of JIRAs slated for the release
> > accurately
> > > > reflects to reflects the pull requests that are currently in master
> > > > > Construct an email to the Metron dev board (
> > > > dev@metron.incubator.apache.org) which discusses with the community
> > the
> > > > desire to do a release. This email should contain the following:
> > > > > The list of JIRAs slated for the release with descriptions (use
> > the
> > > > output of git log and remove all the JIRAs from the last release’s
> > > > changelog)
> > > > > A solicitation of JIRAs that should be included with the next
> > > > release. Users should rate them as must/need/good to have as well as
> > > > volunteering.
> > > > > A release email template is provided here.
> > > > > Step 2 - Monitor and Verify JIRAs
> > > > > Once the community votes for additional JIRAs they want included
> > in
> > > > the release verify that the pull requests are in before the release,
> > > close
> > > > these JIRAs and tag them with the release name. All pull requests
> and
> > > JIRAs
> > > > that were not slated for this release will go into the next
> releases.
> > The
> > > > release manager should continue to monitor the JIRA to ensure that
> the
> > > > timetable is on track until the release date. On the release date
> the
> > > > release manager should message the Metron dev board (
> > > > dev@metron.incubator.apache.org) announcing the code freeze for the
> > > > release.
> > > > > Step 3 - Create the Release Branch and Increment Metron version
> > > > > Create an branch for the release (from a repo cloned from
> > > > https://git-wip-us.apache.org/repos/asf/incubator-metron.git).
> > (assuming
> > > > the release is 0.[FR++].0 and working from master):
> > > > > git checkout -b Metron_0.[FR++].0
> > > > > git push --set-upstream origin Metron_0.[FR++].0
> > > > > File a JIRA to increment the Metron version to 0.[FR++].0. Either
> > > do
> > > > it yourself or have a community member increment the build version
> for
> > > you.
> > > > You can look at a pull request for a previous build to see how this
> is
> > > > done. METRON-533 - Up the version for release DONE
> > > > > Also, the release manager should have a couple of things set up:
> > > > > A SVN clone of the repo at https://dist.apache.org/repos/
> > > > dist/dev/incubator/metron, We will refer to this as the dev repo. It
> > will
> > > > hold the release candidate artifacts
> > > > > A SVN clone of the repo at https://dist.apache.org/repos/
> > > > dist/release/incubator/metron, We will refer to this as the release
> > repo.
> > > > It will hold the release artifacts.
> > > > > Step 4 - Create the Release Candidate
> > > > >
> > > > > Now, for each release candidate, we will tag from that branch.
> > > > Assuming that this is RC1:
> > > > > git checkout Metron_0.[FR++].0 && git pull
> > > > > git tag apache-metron-0.[FR++].0-rc1-incubating
> > > > > git push origin —tags
> > > > >
> > > > > Now, we must grab the release candidate binary from the github
> > > > releases page (https://github.com/apache/incubator-metron/releases).
>
> > In
> > > > our case, for RC1, that would be https://github.com/apache/
> > > > incubator-metron/archive/apache-metron-0.[FR++].0-rc1-
> > incubating.tar.gz
> > > > We will refer to this as the release candidate tarball.
> > > > > The artifacts for a release (or a release candidate, for that
> > > > matter) are as follows:
> > > > > Release (candidate) Tarball
> > > > > MD5 hash of the release tarball (md5 apache-metron-Now, we must
> > > > grab the release candidate binary from the github releases page (
> > > > https://github.com/apache/incubator-metron/releases). In our case,
> for
> > > > RC1, that would be https://github.com/apache/
> incubator-metron/archive/
> > > > apache-metron-0.[FR++].0-rc1-incubating.tar.gz We will refer to
> this
> > as
> > > > the release candidate tarball.-rc1-incubating.tar.gz >
> > > > apache-metron-0.[FR++].0-rc1-incubating.tar.gz.md5)
> > > > > SHA1 hash of the release tarball (gpg --print-md SHA1
> > > > apache-metron-0.[FR++].0-rc1-incubating.tar.gz >
> > > > apache-metron-0.[FR++].0-rc1-incubating.tar.gz.sha)
> > > > > GPG signature of release tarball by the release manager
> > > > > Assuming your public code signing key is 0xDEADBEEF, so signing
> > > for
> > > > me would be: gpg -u 0xDEADBEEF --armor --output
> > > > apache-metron-0.[FR++].0-rc1-incubating.tar.gz.asc --detach-sig
> > > > apache-metron-0.[FR++].0-rc1-incubating.tar.gz
> > > > > If you do not know your code signing key as release manager, you
> > > > must follow the instructions at https://www.apache.org/dev/
> > > > release-signing.html#generate
> > > > > Note: You only need the -u arg if you have more than one
> > > > public/private key pair generated. If you have forgotten it, you can
> > find
> > > > it from the output of gpg —fingerprint. It’s the last 4 bytes from
> the
> > > key
> > > > fingerprint.
> > > > > The LICENSE file from the release tarball
> > > > > The KEYS file from the release tarball
> > > > > The DISCLAIMER file from the release tarball
> > > > > A CHANGES file denoting the changes
> > > > > We usually construct this by taking the output of git log | grep
> > > > METRON | sed 's/\[//g' | sed 's/\]//g' | grep -v “http” and removing
> > the
> > > > JIRAs from the previous releases (it’s in time sorted order so this
> is
> > > > easy).
> > > > >
> > > > > Create a directory named ${VERSION}-RC${RC_NUM}-incubating (in
> > our
> > > > case, it’s 0.[FR++].0-RC1-incubating) in the dev repo. Place the
> > > artifacts
> > > > from above into this directory, add the directory and commit via the
> > > > subversion client:
> > > > > svn add 0.[FR++].0-RC1-incubating
> > > > > svn commit -m "Adding artifacts for Metron 0.[FR++].0-RC1
> > > > (incubating)”
> > > > > Step 5 - Verify the build
> > > > > Go through the build verification checklist to verify that
> > > > everything works. These instructions can be found here: Verifying
> > Builds
> > > > > Step 6 - Verify licensing
> > > > > Make sure the release compiles with the following Apache
> > licensing
> > > > guidelines: http://www.apache.org/foundation/license-faq.html
> > > > > Step 7 - Call for a community release vote
> > > > > Next initiate a [VOTE] threat on the dev list to announce the
> > build
> > > > vote. The vote email template can be found here: Build Vote
> Template.
> > > Allow
> > > > at least 72 hours for the community to vote on the release. When you
> > get
> > > > enough votes close the vote by replying [RESULT][VOTE] to the email
> > > thread
> > > > with the tally of all the votes
> > > > > Step 8 - Call for a incubator release vote
> > > > > Once the community has successfully voted on a release, we must
> > > > escalate the vote to the incubator general. The same VOTE thread
> > original
> > > > email is sent to gene...@incubator.apache.org
> > > > >
> > > > > If issues are found with the release and the vote fails, then the
> > > > vote thread is closed with a synopsis of the voting results and a
> new
> > RC
> > > is
> > > > worked on in the community
> > > > > If issues are found with the release and the vote succeeds, then
> > we
> > > > proceed to cut the release, but should notify the community of the
> > issues
> > > > via an email on the dev list with the accompanying JIRA(s) required
> to
> > > > correct the issue(s).
> > > > >
> > > > > If no issues are found, then we can cut a release
> > > > > Again, wait for at least 72 hours and then close the vote.
> > > > > Step 9 - Stage the finished release
> > > > > A directory with the name of the version (i.e. 0.3.0) should be
> > > made
> > > > in the release svn repository
> > > > >
> > > > > Collateral from the release candidate in the dev repo should be
> > > > moved to the above directory and renamed to remove the rc (e.g. mv
> > > > apache-metron-0.3.0-rc1-incubating.tar.gz.sha apache-metron-0.3.0-
> > > > incubating.tar.gz.sha)
> > > > >
> > > > > Add the directory and commit via the subversion client:
> > > > >
> > > > > svn add 0.3.0-RC1-incubating
> > > > > svn commit -m "Adding artifacts for Metron 0.3.0 (incubating)”
> > > > >
> > > > > Remove the old releases from the release repo (only the current
> > > > version and the KEYS file should exist there).
> > > > > Step 14 - Announce build
> > > > > Send an email out to user@ and dev@ to announce the release
> > along
> > > > with the changelog and a word of thanks/praise.
> > > > > Creating a Maintenance Release
> > > > > Creation of the Maintenance Release should follow exactly the
> > same
> > > > set of steps as creating the Feature Release as outlined above, but
> > with
> > > > two exception. First, the version incremented on the maintenance
> > release
> > > > should be the MR++ so that the release is named 0.[FR].[MR++].
> Second,
> > > if a
> > > > critical JIRA comes in that requires an immediate patch we may
> forego
> > > steps
> > > > 2-5 and immediately cut the MR release. A critical JIRA is something
> > that
> > > > is either a security vulnerability or a functional show stopper .
> > > > > Ensuring Consistency between Feature and Maintenance releases
> > > > > Being able to maintain the previous release train, with only
> > > > critical or important bug fixes and security fixes (generally not
> new
> > > > features) for users who are averse to frequent large changes is very
> > > > important for production use. They get stability, while the feature
> > code
> > > > proceeds as fast as the community wishes. It is important to assure
> > that
> > > > all commits to the maintenance release also get made in the feature
> > > branch
> > > > (if relevant), to avoid the appearance of regressions in the
> > maintenance
> > > > branch. The formal process for assuring this is as follows:
> > > > > Every maintenance release JIRA should have a corresponding
> > feature
> > > > JIRA to make sure that the patch is applied consistently to both
> > > branches.
> > > > The maintenance JIRA should be cloned and appropriate fix version
> for
> > the
> > > > feature release should be applied. If the fix is not relevant to the
> > > > feature or maintenance branch then the submitter must explicitly
> state
> > > > this. In general reviewers should refuse a patch PR unless both
> feature
> > > and
> > > > maintenance JIRAs have been created.
> > > > > The release manager has a responsibility to review all commits to
> > > > the maintenance line since last release, and make sure they were
> > > duplicated
> > > > to the feature branch (unless not relevant, which must also be
> > > determined).
> > > > >
> > > > > 05.01.2017, 06:32, "larry mccay" <lmc...@apache.org>:
> > > > >> Hi James -
> > > > >>
> > > > >> This looks pretty good!
> > > > >>
> > > > >> A couple quick comments:
> > > > >>
> > > > >> * for step 10 - the KEYS file appears to be provided for each
> > > > release as
> > > > >> part of the release candidate itself. While I do see some
> > > projects
> > > > do this,
> > > > >> I think it is actually best practice to have a single KEYS file
> > > in
> > > > a well
> > > > >> known place outside of the rc. This decoupling is supposed to
> > > make
> > > > it more
> > > > >> difficult for an artifact to be tampered with and another KEYS
> > > file
> > > > >> provided. I think most projects that keep the KEYS separate
> > just
> > > > put them at
> > > > >> the top level of the ASF mirror area for the project such as at
> > > > >> https://dist.apache.org/repos/dist/*release*/incubator/metron/
> > > > [1].
> > > > >> * Related to the above, it seems that in the KEYS file is
> > > > duplicated at the
> > > > >> top level of the ASF mirror area for the project as well as in
> > > the
> > > > release
> > > > >> directory. The one inside the release directory would probably
> > go
> > > > away by
> > > > >> addressing the previous comment but it should be noted that
> > there
> > > > is a
> > > > >> chance for those two files to be out of sync otherwise.
> > > > >> * I notice that the DISCLAIMER, LICENSE and CHANGES files are
> > > kept
> > > > outside
> > > > >> of the archives along with the KEYS file. As long as they are
> > > also
> > > > inside
> > > > >> the archive it is probably fine but I don't think there is a
> > need
> > > > for
> > > > >> LICENSE and DISCLAIMER to be outside. In Knox we do keep the
> > > > CHANGES
> > > > >> outside as well so that it can be easily reviewed to determine
> > > > interest or
> > > > >> need for upgrade etc.
> > > > >> * I do also notice that there is no zip archive - you may want
> > to
> > > > consider
> > > > >> adding a zip as well.
> > > > >> * steps 10 and 13 instruct the release manager to stage the rc
> > > and
> > > > the
> > > > >> final release but there aren't any instructions as to how to do
> > > > so. Is that
> > > > >> documented elsewhere? We have specific ant targets to run for
> > > > >> stage-candidate and promote-release [2].
> > > > >>
> > > > >> Hope this is helpful.
> > > > >>
> > > > >> 1. https://www.apache.org/dev/release-signing.html#keys-policy
> > > > >> 2.
> > > > >> https://cwiki.apache.org/confluence/display/KNOX/
> > > Release+Process#
> > > > ReleaseProcess-Stage
> > > > >>
> > > > >> thanks,
> > > > >>
> > > > >> --larry
> > > > >>
> > > > >> On Wed, Jan 4, 2017 at 7:25 PM, Matt Foley <ma...@apache.org>
> > > > wrote:
> > > > >>
> > > > >>> Hi James, is there a formatted version of this somewhere we
> > can
> > > > look at?
> > > > >>> Thanks,
> > > > >>> --Matt
> > > > >>>
> > > > >>> On 1/4/17, 1:53 PM, "James Sirota" <jsir...@apache.org>
> > wrote:
> > > > >>>
> > > > >>> Revised as per additional comments. Are there more
> > > comments?
> > > > Or can
> > > > >>> we put this up for a vote?
> > > > >>>
> > > > >>> Release Process [DRAFT]
> > > > >>> Skip to end of metadata
> > > > >>> Created by James Sirota, last modified just a moment ago
> > Go
> > > > to start
> > > > >>> of metadata
> > > > >>> Metron Release Types
> > > > >>> There are two types of Metron releases:
> > > > >>> Feature Release (FR) - this is a release that has a
> > > > significant step
> > > > >>> forward in feature capability and is denoted by an upgrade of
> > > > the second
> > > > >>> digit
> > > > >>> Maintenance Release (MR) - this is a set of patches and
> > > > fixes that are
> > > > >>> issued following the FR and is denoted by an upgrade of the
> > > > third digit
> > > > >>> Release Naming Convention
> > > > >>> Metron build naming convention is as follows:
> > 0.[FR].[MR].
> > > > We keep
> > > > >>> the 0. notation to signify that the project is still under
> > > active
> > > > >>> development and we will hold a community vote to go to 1.x
> > at a
> > > > future time
> > > > >>> Initiating a New Metron Release
> > > > >>> Immediately upon the release of the previous Metron
> > release
> > > > create two
> > > > >>> branches: FR ++ and MR. Create the FR++ branch by
> > incrementing
> > > > the second
> > > > >>> digit like so 0.[FR++].0. Create the MR branch for the
> > previous
> > > > Metron
> > > > >>> release by incrementing the second digit of the previous
> > > release
> > > > like so
> > > > >>> 0.[FR].[MR]. All patches to the previous Metron release will
> > be
> > > > checked in
> > > > >>> under the MR branch and where it makes sense also under the
> > FR
> > > > branch. All
> > > > >>> new features will be checked in under the FR branch.
> > > > >>> Creating a Feature Release
> > > > >>> Step 1 - Initiate a discuss thread
> > > > >>> A week before a new feature release initiate a discuss
> > > > thread on the
> > > > >>> Metron dev board announcing the upcoming release and asking
> > the
> > > > community
> > > > >>> which still outstanding pull requests people want to include
> > in
> > > > the next
> > > > >>> build.
> > > > >>> Step 2 - Verify JIRA
> > > > >>> Go through the JIRA and verify that all pull requests
> > that
> > > > were merged
> > > > >>> for the upcoming build have JIRAs that are in a closed state
> > > and
> > > > are
> > > > >>> appropriately labelled with the next build version.
> > > > >>> Step 3 - Announce a code freeze
> > > > >>> A day before the release date comment on the discuss
> > thread
> > > > and let
> > > > >>> people know that the release is ready. Go through the JIRAs
> > for
> > > > pull
> > > > >>> requests that came in during the last week and make sure they
> > > > are labelled
> > > > >>> with the next build version.
> > > > >>> Step 4 - Increment Metron version
> > > > >>> File a JIRA to increment the Metron version to
> > 0.[FR++].0.
> > > > Either do
> > > > >>> it yourself or have a community member increment the build
> > > > version for
> > > > >>> you. You can look at a pull request for a previous build to
> > see
> > > > how this
> > > > >>> is done
> > > > >>> Step 5 - Increment build version
> > > > >>> File a JIRA to increment the Metron version to
> > > > 0.[FR++].0-RC(n), where
> > > > >>> RC(n) is the number of the release candidate. Sometimes
> > > mistakes
> > > > occur
> > > > >>> (builds may get voted down) so it will take multiple RCs to
> > get
> > > > a build
> > > > >>> through the vote. The RC(n) will be removed after the
> > > successful
> > > > vote.
> > > > >>> Step 6 - Verify the build
> > > > >>> Go through the build verification checklist to verify
> > that
> > > > everything
> > > > >>> works. These instructions can be found here: Verifying Builds
> > > > >>> Step 7 - Verify licensing
> > > > >>> Make sure the release compiles with the following Apache
> > > > licensing
> > > > >>> guidelines: http://www.apache.org/
> > foundation/license-faq.html
> > > > >>> Step 8 - Generate the changes file
> > > > >>> Go through the JIRA to generate the changes file, which
> > > > contains a
> > > > >>> list of all JIRAs included in the upcoming release. An
> > example
> > > > of a
> > > > >>> changes file can be found here:
> > https://dist.apache.org/repos/
> > > > >>> dist/dev/incubator/metron/0.3.0-RC1-incubating/CHANGES
> > > > >>> Step 9 - Tag the RC release
> > > > >>> Tag the release for the RC in case we need to roll back
> > at
> > > > some
> > > > >>> point. An example of a valid tag can be seen here:
> > > > >>> https://git-wip-us.apache.org/
> > repos/asf?p=incubator-metron
> > > .
> > > > >>> git;a=shortlog;h=refs/tags/apache-metron-0.3.0-rc1-
> > incubating
> > > > >>> Step 10 - Stage the release
> > > > >>> The next thing to do is to sign and stage the release
> > > > including the
> > > > >>> DISCLAIMER, KEYS, and LICENSE files. A properly signed and
> > > > staged release
> > > > >>> can be found here:
> > > > >>> https://dist.apache.org/repos/
> > > dist/dev/incubator/metron/0.3.
> > > > >>> 0-RC1-incubating/
> > > > >>> * Make sure you have your correct profile and keys
> > uploaded
> > > > to
> > > > >>> https://id.apache.org/ to properly sign the release and to
> > get
> > > > access to
> > > > >>> dist.apache.org
> > > > >>> Step 11 - Call for a community release vote
> > > > >>> Next initiate a [VOTE] threat on the dev list to announce
> > > > the build
> > > > >>> vote. The vote email template can be found here: Build Vote
> > > > Template.
> > > > >>> Allow at least 72 hours for the community to vote on the
> > > > release. When you
> > > > >>> get enough votes close the vote by replying [RESULT][VOTE] to
> > > > the email
> > > > >>> thread with the tally of all the votes
> > > > >>> Step 12 - Call for a incubator release vote
> > > > >>> Upon successful completion of step 11, repeat, but now
> > send
> > > > the email
> > > > >>> to the incubator general boards. The email should be
> > identical.
> > > > Again,
> > > > >>> wait for at least 72 hours and then close the vote.
> > > > >>> Step 13 - Stage the finished release
> > > > >>> If the vote fails at any stage then incorporate feedback,
> > > > create
> > > > >>> another RC, and repeat. If both votes pass then stage the
> > > > resulting
> > > > >>> artifacts here: https://dist.apache.org/repos/
> > > > >>> dist/release/incubator/metron/
> > > > >>> Step 14 - Announce build
> > > > >>> Send a discuss thread to the Metron dev boards announcing
> > > > the new
> > > > >>> Metron build
> > > > >>> Creating a Maintenance Release
> > > > >>> Creation of the Maintenance Release should follow exactly
> > > > the same set
> > > > >>> of steps as creating the Feature Release as outlined above,
> > but
> > > > with two
> > > > >>> exception. First, the version incremented on the maintenance
> > > > release
> > > > >>> should be the MR++ so that the release is named
> > 0.[FR].[MR++].
> > > > Second, if
> > > > >>> a critical JIRA comes in that requires an immediate patch we
> > > may
> > > > forego
> > > > >>> steps 2-5 and immediately cut the MR release. A critical JIRA
> > > is
> > > > something
> > > > >>> that is either a security vulnerability or a functional show
> > > > stopper .
> > > > >>> Ensuring Consistency between Feature and Maintenance
> > > releases
> > > > >>> Being able to maintain the previous release train, with
> > > only
> > > > critical
> > > > >>> or important bug fixes and security fixes (generally not new
> > > > features) for
> > > > >>> users who are averse to frequent large changes is very
> > > important
> > > > for
> > > > >>> production use. They get stability, while the feature code
> > > > proceeds as
> > > > >>> fast as the community wishes. It is important to assure that
> > > all
> > > > commits
> > > > >>> to the maintenance release also get made in the feature
> > branch
> > > > (if
> > > > >>> relevant), to avoid the appearance of regressions in the
> > > > maintenance
> > > > >>> branch. The formal process for assuring this is as follows:
> > > > >>> Every maintenance release JIRA should have a
> > corresponding
> > > > feature
> > > > >>> JIRA to make sure that the patch is applied consistently to
> > > both
> > > > branches.
> > > > >>> The maintenance JIRA should be cloned and appropriate fix
> > > > version for the
> > > > >>> feature release should be applied. If the fix is not relevant
> > > to
> > > > the
> > > > >>> feature or maintenance branch then the submitter must
> > > explicitly
> > > > state
> > > > >>> this. In general reviewers should refuse a patch PR unless
> > both
> > > > feature
> > > > >>> and maintenance JIRAs have been created.
> > > > >>> The release manager has a responsibility to review all
> > > > commits to the
> > > > >>> maintenance line since last release, and make sure they were
> > > > duplicated to
> > > > >>> the feature branch (unless not relevant, which must also be
> > > > determined).
> > > > >>>
> > > > >>> 20.12.2016, 11:45, "Matt Foley" <ma...@apache.org>:
> > > > >>> > 1. Agree. Being able to maintain the previous release
> > > > train, with
> > > > >>> only critical or important bug fixes and security fixes
> > > > (generally not new
> > > > >>> features) for users who are averse to frequent large changes,
> > > is
> > > > very
> > > > >>> important for production use. They get stability, while the
> > > > mainline code
> > > > >>> proceeds as fast as the community wishes.
> > > > >>> > a. As Kyle points out, it is important to assure that
> > all
> > > > commits to
> > > > >>> the maintenance line also get made in the mainline (if
> > > > relevant), to avoid
> > > > >>> the appearance of regressions in the mainline. There should
> > be
> > > a
> > > > formal
> > > > >>> process for assuring this. Possibilities are:
> > > > >>> > i. The release manager has a responsibility to review
> > all
> > > > commits to
> > > > >>> the maint line since last release, and make sure they were
> > > > duplicated to
> > > > >>> the mainline (unless not relevant, which must also be
> > > > determined).
> > > > >>> > ii. Reviewers refuse to accept PRs for the maint line
> > > > unless they
> > > > >>> are twinned with PRs for corresponding changes in the
> > mainline
> > > > (unless not
> > > > >>> relevant, which must be stated by the submitter). This should
> > > be
> > > > reflected
> > > > >>> in Jira practices as well as PR practices. Note Jira is poor
> > at
> > > > tracking
> > > > >>> multiple “Fix Version/s” values (due to the ambiguous use of
> > > > “Fix version”
> > > > >>> to mean both “target version” and “done version”). Most teams
> > > > just clone
> > > > >>> jira tickets for multiple target releases.
> > > > >>> > 2. Agree. Being a release manager is a significant
> > > > commitment of
> > > > >>> both time and care, and should be rotated around; both for
> > the
> > > > benefit of
> > > > >>> the individuals involved and so that at least 2 or 3 people
> > are
> > > > deeply
> > > > >>> familiar with the process at any given time.
> > > > >>> > --Matt
> > > > >>> >
> > > > >>> > On 12/20/16, 8:15 AM, "James Sirota" <
> > jsir...@apache.org
> > > >
> > > > wrote:
> > > > >>> >
> > > > >>> > You are correct. This thread is about the release
> > > process:
> > > > >>> > https://cwiki.apache.org/confluence/pages/viewpage.
> > > > >>> action?pageId=66854770
> > > > >>> >
> > > > >>> > Does anyone have additional opinions on this?
> > > > >>> >
> > > > >>> > 1. Maintenance release would just contain patches to
> > the
> > > > >>> existing release. Feature release would contain everything,
> > > > including
> > > > >>> patches and new features.
> > > > >>> > 2. The intention is to rotate the build manager. I did
> > it
> > > > for
> > > > >>> the first few releases, then Casey did it for the next few
> > > > releasees,
> > > > >>> someone else will probably do it for the next few releases,
> > > > etc...
> > > > >>> >
> > > > >>> > Does this seem reasonable to everyone?
> > > > >>> >
> > > > >>> > Thanks,
> > > > >>> > James
> > > > >>> >
> > > > >>> > 18.12.2016, 18:15, "Kyle Richardson" <
> > > > kylerichards...@gmail.com
> > > > >>> >:
> > > > >>> > > I think this thread got commingled with the
> > discussion
> > > on
> > > > >>> Coding
> > > > >>> > > Guidelines. The wiki page on the Release Process is
> > at
> > > > >>> > > https://cwiki.apache.org/confluence/pages/viewpage.
> > > > >>> action?pageId=66854770.
> > > > >>> > >
> > > > >>> > > Overall, a really informative document. Thanks for
> > > > pulling
> > > > >>> this together.
> > > > >>> > > Two questions:
> > > > >>> > >
> > > > >>> > > 1) I'm a little confused about how the feature
> > release
> > > > and
> > > > >>> maintenance
> > > > >>> > > release branches are going to work. Is the idea that
> > > all
> > > > PRs
> > > > >>> will be merged
> > > > >>> > > into master and then also be committed to a FR++ or a
> > > > MR++
> > > > >>> branch (or maybe
> > > > >>> > > even both)?
> > > > >>> > >
> > > > >>> > > 2) Are these steps to be taken by a release manager
> > > only
> > > > or is
> > > > >>> the
> > > > >>> > > intention that other committers or PMC members rotate
> > > > through
> > > > >>> this
> > > > >>> > > responsibly? Just curious. I actually kind of like
> > the
> > > > idea of
> > > > >>> shuffling
> > > > >>> > > the duty every now and then to avoid burnout by one
> > > > person.
> > > > >>> > >
> > > > >>> > > -Kyle
> > > > >>> > >
> > > > >>> > > On Fri, Dec 16, 2016 at 1:31 PM, James Sirota <
> > > > >>> jsir...@apache.org> wrote:
> > > > >>> > >
> > > > >>> > >> fixed the link and made one addition that a
> > qualified
> > > > >>> reviewer is a
> > > > >>> > >> committer or PPMC member
> > > > >>> > >>
> > > > >>> > >> 16.12.2016, 11:07, "zeo...@gmail.com" <
> > > zeo...@gmail.com
> > > > >:
> > > > >>> > >> > Right, I agree. That change looks good to me.
> > > > >>> > >> >
> > > > >>> > >> > Looks like the Log4j levels links is broken too.
> > > > >>> > >> >
> > > > >>> > >> > For a broken travis - how about "If somehow the
> > > tests
> > > > get
> > > > >>> into a failing
> > > > >>> > >> > state on master (such as by a backwards
> > incompatible
> > > > >>> release of a
> > > > >>> > >> > dependency) only pull requests intended to rectify
> > > > master
> > > > >>> may be merged,
> > > > >>> > >> > and the removal or disabling of any tests must be
> > > > +1'd by
> > > > >>> two reviewers."
> > > > >>> > >> >
> > > > >>> > >> > Also, reading through this, should there should
> > be a
> > > > >>> delineation between
> > > > >>> > >> a
> > > > >>> > >> > "reviewer" and somebody who has the ability to
> > > > vote/+1 a
> > > > >>> PR? Unless I'm
> > > > >>> > >> > missing something, right now it looks open to
> > > anybody.
> > > > >>> > >> >
> > > > >>> > >> > Jon
> > > > >>> > >> >
> > > > >>> > >> > On Fri, Dec 16, 2016 at 12:48 PM Nick Allen <
> > > > >>> n...@nickallen.org> wrote:
> > > > >>> > >> >
> > > > >>> > >> > Personally, I don't think it matters who merges
> > the
> > > > pull
> > > > >>> request. As long
> > > > >>> > >> > as you meet the requirements for code review, then
> > > > anyone
> > > > >>> should be able
> > > > >>> > >> to
> > > > >>> > >> > merge it. In fact, I'd rather have the person who
> > > > knows
> > > > >>> most about the
> > > > >>> > >> > change actually merge it into master to ensure
> > that
> > > > it goes
> > > > >>> smoothly.
> > > > >>> > >> >
> > > > >>> > >> > On Fri, Dec 16, 2016 at 12:15 PM, James Sirota <
> > > > >>> jsir...@apache.org>
> > > > >>> > >> wrote:
> > > > >>> > >> >
> > > > >>> > >> >> Jon, for #2 I changed it to: A committer may
> > merge
> > > > their
> > > > >>> own pull
> > > > >>> > >> request,
> > > > >>> > >> >> but only after a second reviewer has given it a
> > +1.
> > > > >>> > >> >>
> > > > >>> > >> >> 16.12.2016, 10:07, "zeo...@gmail.com" <
> > > > zeo...@gmail.com>:
> > > > >>> > >> >> > I made some minor changes to the doc - check
> > out
> > > > the
> > > > >>> history
> > > > >>> > >> >> > <https://cwiki.apache.org/confluence/pages/
> > > > >>> > >> viewpreviousversions.action?
> > > > >>> > >> >> pageId=61332235>
> > > > >>> > >> >> > if you have any concerns.
> > > > >>> > >> >> >
> > > > >>> > >> >> > Regarding the larger doc -
> > > > >>> > >> >> > 1. Not everybody can assign JIRAs to
> > themselves.
> > > I
> > > > >>> recall I had to
> > > > >>> > >> >> request
> > > > >>> > >> >> > this access, so that should probably be
> > > mentioned.
> > > > >>> > >> >> > 2. "A committer may never merge their own pull
> > > > request,
> > > > >>> a second
> > > > >>> > >> party
> > > > >>> > >> >> must
> > > > >>> > >> >> > merge their changes after it has be properly
> > > > reviewed."
> > > > >>> > >> >> > - Is this still true/accurate? I heard both
> > ways.
> > > > >>> > >> >> > 3. "If somehow the tests get into a failing
> > state
> > > > on
> > > > >>> master (such as
> > > > >>> > >> by
> > > > >>> > >> >
> > > > >>> > >> > a
> > > > >>> > >> >> > backwards incompatible release of a dependency)
> > > no
> > > > pull
> > > > >>> requests may
> > > > >>> > >> be
> > > > >>> > >> >> > merged until this is rectified."
> > > > >>> > >> >> > - Maybe this should get reassessed using the
> > > > >>> > >> >> > <https://github.com/apache/
> > > > incubator-metron/pull/383>
> > > > >>> most
> > > > >>> > >> >> > <https://github.com/apache/
> > > > incubator-metron/pull/381>
> > > > >>> recent
> > > > >>> > >> >> > <https://issues.apache.org/
> > > jira/browse/METRON-601>
> > > > build
> > > > >>> > >> >> > <https://issues.apache.org/
> > > jira/browse/METRON-597>
> > > > >>> failures
> > > > >>> > >> >> > <https://github.com/apache/
> > > > incubator-metron/pull/380>
> > > > >>> as a valuable
> > > > >>> > >> case
> > > > >>> > >> >> > study.
> > > > >>> > >> >> >
> > > > >>> > >> >> > Jon
> > > > >>> > >> >> >
> > > > >>> > >> >> > On Fri, Dec 16, 2016 at 11:38 AM James Sirota <
> > > > >>> jsir...@apache.org>
> > > > >>> > >> >> wrote:
> > > > >>> > >> >> >
> > > > >>> > >> >> >> I threw together a draft document for our
> > > release
> > > > >>> process. Would you
> > > > >>> > >> >> want
> > > > >>> > >> >> >> to add/change/delete anything?
> > > > >>> > >> >> >>
> > > > >>> > >> >> >> -------------------
> > > > >>> > >> >> >> Thank you,
> > > > >>> > >> >> >>
> > > > >>> > >> >> >> James Sirota
> > > > >>> > >> >> >> PPMC- Apache Metron (Incubating)
> > > > >>> > >> >> >> jsirota AT apache DOT org
> > > > >>> > >> >> > --
> > > > >>> > >> >> >
> > > > >>> > >> >> > Jon
> > > > >>> > >> >> >
> > > > >>> > >> >> > Sent from my mobile device
> > > > >>> > >> >>
> > > > >>> > >> >> -------------------
> > > > >>> > >> >> Thank you,
> > > > >>> > >> >>
> > > > >>> > >> >> James Sirota
> > > > >>> > >> >> PPMC- Apache Metron (Incubating)
> > > > >>> > >> >> jsirota AT apache DOT org
> > > > >>> > >> >
> > > > >>> > >> > --
> > > > >>> > >> > Nick Allen <n...@nickallen.org>
> > > > >>> > >> >
> > > > >>> > >> > --
> > > > >>> > >> >
> > > > >>> > >> > Jon
> > > > >>> > >> >
> > > > >>> > >> > Sent from my mobile device
> > > > >>> > >>
> > > > >>> > >> -------------------
> > > > >>> > >> Thank you,
> > > > >>> > >>
> > > > >>> > >> James Sirota
> > > > >>> > >> PPMC- Apache Metron (Incubating)
> > > > >>> > >> jsirota AT apache DOT org
> > > > >>> >
> > > > >>> > -------------------
> > > > >>> > Thank you,
> > > > >>> >
> > > > >>> > James Sirota
> > > > >>> > PPMC- Apache Metron (Incubating)
> > > > >>> > jsirota AT apache DOT org
> > > > >>>
> > > > >>> -------------------
> > > > >>> Thank you,
> > > > >>>
> > > > >>> James Sirota
> > > > >>> PPMC- Apache Metron (Incubating)
> > > > >>> jsirota AT apache DOT org
> > > > >
> > > > > -------------------
> > > > > Thank you,
> > > > >
> > > > > James Sirota
> > > > > PPMC- Apache Metron (Incubating)
> > > > > jsirota AT apache DOT org
> > > >
> > > > -------------------
> > > > Thank you,
> > > >
> > > > James Sirota
> > > > PPMC- Apache Metron (Incubating)
> > > > jsirota AT apache DOT org
> > > >
> > > >
> > > >
> > > >
> > > >
> > >
> >
>
>

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