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Releasing a new Deis version

This document describes how to release a new Deis version. It's targetted toward the Deis core maintainers.

The below sections present a step by step guide to releasing a new Deis Workflow. Throughout all examples, we'll be assuming that the below two environment variables are present in wherever you're working. Make sure to set them (e.g. by exporting them) before you get started.

  • $DEIS_RELEASE - the full name of this version. For example, v2.0.0-beta2
  • $DEIS_RELEASE_SHORT - The short name of this version. For example, beta2

What's a release?

A release consists of the following artifacts:

  1. Docker images with $DEIS_RELEASE tags for each Deis Workflow component:
  1. A new Helm chart for Deis that references all of the new images referenced above. For example, if $DEIS_RELEASE is 2.0.0-beta2, the new chart would be in a new directory called workflow-beta2.

Step 1: Get the status of all components

First, we'll need to get the statuses of all repositories that house the components we're interested in upgrading. We'll use sgoings/deis-workflow-group to do that in one place. That repository is a group of git submodules with all of the applicable repositories in it, so that we can manage everything from one place.

Clone that repository to any location on your local machine, update all submodules and list the latest commit for each submodule:

git clone https://github.com/sgoings/deis-workflow-group
cd deis-workflow-group
make git-update
git submodule status

Keep the list of commit SHAs handy - you'll need it for later.

Step 2: Create a new Helm chart

Next, we'll create a new Helm chart so that we can "stage" a version of our release for testing. The process is fairly simple:

  1. Create a new branch: git checkout -b release-$DEIS_RELEASE
  2. Copy an existing chart: cp -r workflow-beta2 workflow-$DEIS_RELEASE_SHORT
  3. Modify the workflow-$DEIS_RELEASE_SHORT/tpl/generate_params.toml file to ensure that all dockerTag values look like git-$COMPONENT_SHA_SHORT, where $COMPONENT_SHA_SHORT is the first 7 characters of the applicable SHA that you got in the previous step.
  4. Commit your changes: git commit -a -m "chore(workflow-$DEIS_RELEASE_SHORT): releasing workflow-$DEIS_RELEASE_SHORT"
  5. Push your changes to your fork: git push -u $YOUR_FORK_REMOTE release-$DEIS_RELEASE. Note that $YOUR_FORK_REMOTE is the git URI to the remote of your deis/charts fork. Mine is git@github.com:arschles/deis-charts.git, for example.
  6. Do steps 2-5 with the workflow-beta2-e2e directory
  7. Open a pull request from your branch to merge into master on https://github.com/deis/charts

Step 3: Manual Testing

After the chart is created with the immutable Docker image tags that represent the final images (i.e. the ones that will be re-tagged to the immutable release tag, such as 2.0.0-beta2), it should be manually tested by as many people as possible. Special attention should be paid to the user experience, both from an operator and developer perspective.

Our goal is to test with as many object storage and Kubernetes installation configurations as possible, to ensure there are no gaps in configuration or functionality. See below for a testing matrix.

Object Storage / Kubernetes Install Kube-Solo Google Container Engine AWS Micro-Kube Vagrant
Default (Minio)
Google Cloud Storage
Amazon S3

Step 4: Tag and push Docker images

After everyone has tested and determined that there are no showstopping problems for this release, it's time to tag each individual Docker image with $DEIS_RELEASE.

To do so, simply go back to the directory where you checked out the deis-workflow-group repo and run the following two commands to tag and push updated docker images:

TAG=$DEIS_RELEASE make docker-tag
make docker-push

Step 5: Update Helm chart

Now that new Docker images are on public Docker repositories, it's time to update the Helm chart to reference the official images. To do so, simply modify all dockerTag entries in the generate_params.toml files in the workflow-$DEIS_RELEASE_SHORT and workflow-$DEIS_RELEASE_SHORT-e2e to be $DEIS_RELEASE (instead of the ones based on git tags).

When you're done, commit and push your changes. You should get your pull request reviewed and merged before continuing.

Step 6: Update Changelogs

At this point, part of the first part and all of the second part of the release is complete. That is, the Helm chart for the new Deis version is done, and new Docker versions for all components are done.

The remaining work is simply generating changelogs and tagging each component's GitHub repository.

First, create a branch for the new changelog:

git checkout -b release-$DEIS_RELEASE_SHORT

To generate changelogs, run the below command in each repository. Ensure that $PREVIOUS_TAG is the previous tag that was generated in the repository.

_scripts/generate_changelog.sh $PREVIOUS_TAG

This command will output the new changelog entry to STDOUT. Copy it and prepend it to the existing CHANGELOG.md file, and make sure to change HEAD in the header of the entry to $DEIS_RELEASE.

Also copy the component changelog to a global release changelog, organized by component. This will only live on your local machine while doing the release. Once changelogs for all the components have been collected, publish the combined release notes as a gist so folks in Step 9 can start preparing supporting content for the release.

Finally, commit, push and submit a Pull Request for your changes:

git commit CHANGELOG.md -m "doc(CHANGELOG.md): add entry for $DEIS_RELEASE_SHORT"
git push -u $YOUR_FORK_REMOTE $DEIS_RELEASE_SHORT

Before you continue, ensure pull requests in all applicable repositories are reviewed, and merge them.

Step 7: Tag and push git repos

The final step of the release process is to tag each git repository, and push the tag to each GitHub project. To do so, simply run the below command in the deis-workflow-group repository:

TAG=$DEIS_RELEASE TAG_MESSAGE="releasing workflow $DEIS_RELEASE" make git-tag
make git-tag-push

Step 8: Check documentation

Now that the chart has been merged, artifacts pushed, and changelogs prepared. Check the documentation for any out of date references, e.g. helm install workflow-betaX.

If you find any references that should be bumped, open a pull-request against the documentation.

Step 9: Let everyone know

Jump in #company on slack and let folks know that the release has been cut! This will let folks in supporting functions know that they should start the release support process including summary blog posts, tweets, notes for the monthly newsletter updates, etc. Providing a gist to the aggregated release notes would be super-fly.

You are now done with the release.