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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. 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

TODO

Tag docker images for each component, from the Docker tags that you set in step 2 to ``$DEIS_RELEASE`

Step 5: Update Changelogs

TODO

Update changelogs for each repository

Step 6: Tag and push git repos

Inside the deis-workflow-group directory, run:

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