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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.  Unable to render Jira issues macro, execution error.

Also, the release manager should have a couple of things set up:

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 general@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).

 

 

 

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