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Release Checklist

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

The below sections present a step-by-step guide to publish a new Workflow release. Throughout all of the 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.

  • $WORKFLOW_RELEASE - the full name of this version. For example, v2.0.0-beta4
  • $WORKFLOW_RELEASE_SHORT - The short name of this version. For example, beta4

What's a Release?

A release consists of the following artifacts:

  1. Docker images with $WORKFLOW_RELEASE tags for each Deis Workflow component:
  1. A new Helm Classic chart for Workflow that references all of the new images referenced above. For example, if $WORKFLOW_RELEASE is 2.0.0-beta4, the new chart would be in a new directory called workflow-beta4.

Step 1: Create New Helm Classic Charts

First, export necessary values for WORKFLOW_RELEASE and WORKFLOW_RELEASE_SHORT:

export WORKFLOW_RELEASE=<full release name>
export WORKFLOW_RELEASE_SHORT=<short form of above>

Next, we'll create new Helm Classic charts so that we can "stage" a version of our release for testing. Here is the current process to do so:

  1. Create a new branch in deis/charts: git checkout -b release-$WORKFLOW_RELEASE origin/master
  2. Download the deisrel binary via the bintray link provided in the project's README and place it in your $PATH
  3. Stage copies of all files needing release updates into the appropriate workflow-$WORKFLOW_RELEASE_SHORT(-e2e) chart directories. (Note: deisrel will automatically fetch the latest commit sha values from the master branch of each repo to populate the appropriate component's dockerTag in tpl/generate_params.toml):
deisrel helm-stage --stagingDir workflow-$WORKFLOW_RELEASE_SHORT workflow
deisrel helm-stage --stagingDir workflow-$WORKFLOW_RELEASE_SHORT-e2e e2e
  1. Delete the KUBERNETES_POD_TERMINATION_GRACE_PERIOD_SECONDS env var from workflow-$WORKFLOW_RELEASE_SHORT/tpl/deis-controller-rc.yaml
  2. Commit your changes:
git commit -a -m "chore(workflow-$WORKFLOW_RELEASE_SHORT): releasing workflow-$WORKFLOW_RELEASE_SHORT(-e2e)"
  1. Push your changes: git push origin HEAD:release-$WORKFLOW_RELEASE.
  2. Open a pull request from your branch to merge into master on https://github.com/deis/charts

Step 2: Kick off Jenkins Job

Navigate to https://ci.deis.io/job/workflow-test-release/ and kick off a new job with appropriate build parameters filled out, i.e. HELM_REMOTE_BRANCH=$WORKFLOW_RELEASE and RELEASE=$WORKFLOW_RELEASE_SHORT

As of this writing, the e2e tests in this job are run on a GKE cluster using default (minio) external storage.

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-beta4), 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 sample testing matrix.

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

!!! note If bugs are found and fixes are made, do the following:

  - Update the appropriate docker tag(s) in the `generate_params.toml` file
  - Push this change to the release branch

Step 4: Tag and Push Docker Images

After everyone has tested and determined that there are no show-stopping problems for this release, it's time to tag each individual Docker image with $WORKFLOW_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:

make git-update
TAG=$WORKFLOW_RELEASE make docker-tag docker-push

Step 5: Update Helm Classic Chart

Now that new Docker images are on public Docker repositories, it's time to update the Helm Classic chart to reference the official images. We will use deisrel to do this. The following will change every dockerTag value to the same $WORKFLOW_RELEASE as well as now pointing to the deis quay org.

deisrel helm-params --stage --tag $WORKFLOW_RELEASE --org deis workflow
deisrel helm-params --stage --tag $WORKFLOW_RELEASE --org deis e2e

Copy the updated files back into charts:

cp -r staging/workflow-dev/* workflow-$WORKFLOW_RELEASE_SHORT
cp -r staging/workflow-dev-e2e/* workflow-$WORKFLOW_RELEASE_SHORT-e2e

Double-check that workflow-dev/tpl/generate_params.toml, has the value https://versions.deis.com for versionsApiURL entry under workflowManager.

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

Note: If non-release-specific amendments have been made to the release chart that do not exist in the workflow-dev, be sure to PR said changes for this chart as well.

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 Classic chart for the new Workflow 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-$WORKFLOW_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.

deisrel changelog individual $REPO_NAME $PREVIOUS_TAG $CURRENT_SHA $WORKFLOW_RELEASE

This command will output the new changelog entry to STDOUT. Copy it and prepend it to the existing CHANGELOG.md file.

Finally, commit, push and submit a pull request for your changes:

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

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

Step 7: Tag and Push Git Repositories

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 deisrel repository:

deisrel git tag $WORKFLOW_RELEASE

Step 8: Close GitHub Milestones

Close the github milestone by creating a new pull request at seed-repo. Any changes merged to master on that repository will be applied to all of the component projects. If there are open issues attached to the milestone, move them to the next upcoming milestone before merging the pull request.

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.

Provide a gist to the aggregated release notes. We can generate the aggregated changelog data from deisrel:

deisrel changelog global $PREVIOUS_TAG $WORKFLOW_RELEASE

You are now done with the release.