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kata-containers/docs/Release-Process.md
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Signed-off-by: Daniel Höxtermann <daniel@hxtm.dev>
2022-02-11 13:49:42 +01:00

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# How to do a Kata Containers Release
This document lists the tasks required to create a Kata Release.
## Requirements
- [hub](https://github.com/github/hub)
* Using an [application token](https://github.com/settings/tokens) is required for hub.
- GitHub permissions to push tags and create releases in Kata repositories.
- GPG configured to sign git tags. https://help.github.com/articles/generating-a-new-gpg-key/
- You should configure your GitHub to use your ssh keys (to push to branches). See https://help.github.com/articles/adding-a-new-ssh-key-to-your-github-account/.
* As an alternative, configure hub to push and fork with HTTPS, `git config --global hub.protocol https` (Not tested yet) *
## Release Process
### Bump all Kata repositories
Bump the repositories using a script in the Kata packaging repo, where:
- `BRANCH=<the-branch-you-want-to-bump>`
- `NEW_VERSION=<the-new-kata-version>`
```
$ cd ${GOPATH}/src/github.com/kata-containers/kata-containers/tools/packaging/release
$ export NEW_VERSION=<the-new-kata-version>
$ export BRANCH=<the-branch-you-want-to-bump>
$ ./update-repository-version.sh -p "$NEW_VERSION" "$BRANCH"
```
### Point tests repository to stable branch
If you create a new stable branch, i.e. if your release changes a major or minor version number (not a patch release), then
you should modify the `tests` repository to point to that newly created stable branch and not the `main` branch.
The objective is that changes in the CI on the main branch will not impact the stable branch.
In the test directory, change references the main branch in:
* `README.md`
* `versions.yaml`
* `cmd/github-labels/labels.yaml.in`
* `cmd/pmemctl/pmemctl.sh`
* `.ci/lib.sh`
* `.ci/static-checks.sh`
See the commits in [the corresponding PR for stable-2.1](https://github.com/kata-containers/tests/pull/3504) for an example of the changes.
### Merge all bump version Pull requests
- The above step will create a GitHub pull request in the Kata projects. Trigger the CI using `/test` command on each bump Pull request.
- Trigger the test-kata-deploy workflow on the kata-containers repository bump Pull request using `/test_kata_deploy` (monitor under the "action" tab).
- Check any failures and fix if needed.
- Work with the Kata approvers to verify that the CI works and the pull requests are merged.
### Tag all Kata repositories
Once all the pull requests to bump versions in all Kata repositories are merged,
tag all the repositories as shown below.
```
$ cd ${GOPATH}/src/github.com/kata-containers/kata-containers/tools/packaging/release
$ git checkout <kata-branch-to-release>
$ git pull
$ ./tag_repos.sh -p -b "$BRANCH" tag
```
### Check Git-hub Actions
We make use of [GitHub actions](https://github.com/features/actions) in this [file](../.github/workflows/release.yaml) in the `kata-containers/kata-containers` repository to build and upload release artifacts. This action is auto triggered with the above step when a new tag is pushed to the `kata-containers/kata-containers` repository.
Check the [actions status page](https://github.com/kata-containers/kata-containers/actions) to verify all steps in the actions workflow have completed successfully. On success, a static tarball containing Kata release artifacts will be uploaded to the [Release page](https://github.com/kata-containers/kata-containers/releases).
### Create release notes
We have a script in place in the packaging repository to create release notes that include a short-log of the commits across Kata components.
Run the script as shown below:
```
$ cd ${GOPATH}/src/github.com/kata-containers/kata-containers/tools/packaging/release
# Note: OLD_VERSION is where the script should start to get changes.
$ ./release-notes.sh ${OLD_VERSION} ${NEW_VERSION} > notes.md
# Edit the `notes.md` file to review and make any changes to the release notes.
# Add the release notes in the project's GitHub.
$ hub release edit -F notes.md "${NEW_VERSION}"
```
### Announce the release
Publish in [Slack and Kata mailing list](https://github.com/kata-containers/community#join-us) that new release is ready.