podman/RELEASE_PROCESS.md

17 KiB

Podman Releases

Overview

Podman (and podman-remote) versioning is mostly based on semantic-versioning standards. Significant versions are tagged, including release candidates (rc). All relevant minor releases (vX.Y) have their own branches. The latest development efforts occur on the main branch. Branches with a rhel suffix are use for long-term support of downstream RHEL releases.

Release workflow expectations

  • You have push access to the upstream podman repository
  • You understand all basic git operations and concepts, like creating commits, local vs. remote branches, rebasing, and conflict resolution.
  • You have access to your public and private GPG keys.
  • You have reliable internet access (i.e. not the public WiFi link at McDonalds)
  • Other podman maintainers are online/available for assistance if needed.
  • For a major release, you have 4-8 hours of time available, most of which will be dedicated to writing release notes.
  • For a minor or patch release, you have 2-4 hours of time available (minimum depends largely on the speed/reliability of automated testing)
  • You will announce the release on the proper platforms (i.e. Podman blog, Twitter, Mastodon Podman and Podman-Desktop mailing lists)

Prechecks

Two days before actually cutting a release (including RCs), send an announcement to the podman-desktop mailing list about the upcoming release. This will help the Podman Desktop team test and schedule their own new release.

Releases

Major (X.y.z) release

These releases always begin from main, and are contained in a branch named with the major and minor version. Major release branches begin in a release candidate phase, with prospective release tags being created with an -rc suffix. There may be multiple release candidate tags before the final/official major version is tagged and released.

Significant minor (x.Y.z) and patch (x.y.Z) releases

Significant minor and patch level releases are normally branched from main, but there are occasional exceptions. Additionally, these branches may be named with -rhel (or another) suffix to signify a specialized purpose. For example, -rhel indicates a release intended for downstream RHEL consumption.

Unreleased Milestones

Non-release versions may occasionally appear tagged on a branch, without the typical (major) receive media postings or artifact distribution. For example, as required for the (separate) RHEL release process. Otherwise these tags are simply milestones of reference purposes and may generally be safely ignored.

Process

Note: This is intended as a guideline, and generalized process. Not all steps are applicable in all situations. Not all steps are spelled with complete minutiae.

  1. Create a new upstream release branch (if none already exist).

    1. Check if a release branch is needed. Typically, major and minor version bumps should be branched sometime during the release candidate phase. Patch releases typically already have a branch created. Branching ensures all changes are curated before inclusion in the release, and no new features land after the release-candidate phases are complete.

    2. Ensure your local clone is fully up to date with the remote upstream (git remote update). Switch to this branch (git checkout upstream/main).

    3. Make a new local branch for the release based on main. For example, git checkout -b vX.Y. Where X.Y represent the complete release version-name, including any suffix (if any) like -rhel. DO NOT include any -rc suffix in the branch name.

    4. Edit the .cirrus.yml file, changing the DEST_BRANCH value (under the env section) to the new, complete branch name (e.x. vX.Y). Commit and sign, using the description Cirrus: Update operating branch.

    5. Push the new branch otherwise unmodified (git push upstream vX.Y).

    6. Automation will begin executing on the branch immediately. Because the repository allows out-of-sequence PR merging, it is possible that merge order introduced bugs/defects. To establish a clean baseline, observe the initial CI run on the branch for any unexpected failures. This can be done by going directly to https://cirrus-ci.com/github/containers/podman/vX.Y

    7. If there are CI test or automation boops that need fixing on the branch, attend to them using normal PR process (to main first, then backport changes to the new branch). Ideally, CI should be "green" on the new branch before proceeding.

    8. Create a new branch-verification Cirrus-Cron entry.

      1. This is to ensure CI's VM image timestamps are refreshed. Without this, the VM images will be permanently pruned after 60 days of inactivity and are hard/impossible to re-create accurately.
      2. Go to https://cirrus-ci.com/github/containers/podman and press the "gear" (Repository Settings) button on the top-right.
      3. At the bottom of the settings page is a table of cron-job names, branches, schedule, and recent status. Below that is an editable new-entry line.
      4. Set the new job's name and branch to the name of new release branch.
      5. Set the expression using the form X X X ? * 1-6 where 'X' is a number between 0-23 and not already taken by another job in the table. The 1-hour interval is used because it takes about that long for the job to run.
      6. Add the new job by pressing the + button on the right-side of the new-entry line.
  2. Create a new local working-branch to develop the release PR

    1. Ensure your local clone is fully up to date with the remote upstream (git remote update).
    2. Create a local working branch based on upstream/main or the correct upstream branch. Example: git checkout -b bump_vX.Y.Z --no-track upstream/vX.Y
  3. Compile release notes.

    1. Ensure any/all intended PR's are completed and merged prior to any processing of release notes.

    2. Find all commits since the last release. There is a script, /hack/branch_commits.rb that is helpful for finding all commits in one branch, but not in another, accounting for cherry-picks. Commits in base branch that are not in the old branch will be reported. ruby branch_commits.rb upstream/main upstream/vX.Y Keep this list open/available for reference as you edit.

    3. Edit RELEASE_NOTES.md

      • Add/update the version-section of with sub-sections for Features (new functionality), Changes (Altered podman behaviors), Bugfixes (self-explanatory), API (All related features, changes, and bugfixes), and Misc (include any major library bumps, e.g. c/buildah, c/storage, c/common, etc).

      • Use your merge-bot reference PR-listing to examine each PR in turn, adding an entry for it into the appropriate section.

      • Use the list of commits to find the PR that the commit came from. Write a release note if needed.

        • Use the release note field in the PR as a guideline. It may be helpful but also may need rewording for consistency. Some PR's with a release note field may not need one, and some PR's without a release note field may need one.
        • Be sure to link any issue the PR fixed.
        • Do not include any PRs that are only documentation or test/automation changes.
        • Do not include any PRs that fix bugs which we introduced due to new features/enhancements. In other words, if it was working, broke, then got fixed, there's no need to mention those items.
    4. Commit the RELEASE_NOTES.md changes, using the description Create release notes for vX.Y.Z (where X, Y, and Z are the actual version numbers).

    5. Open a Release Notes PR, or include this commit with the version bump PR

      • If you decide to open a PR with just release notes, make sure that the commit has the prefix [CI:DOCS] to avoid triggering lengthy automated testing.
      • Otherwise, the release notes commit can also be included in the following release PR.
  4. Update version numbers and push tag

    1. Edit version/rawversion/version.go and bump the Version value to the new release version. If there were API changes, also bump APIVersion value. Make sure to also bump the version in the swagger.yaml pkg/api/server/docs.go For major and minor versions also add the new branch name to docs/source/Reference.rst to show the new swagger version on docs.podman.io.

    2. Commit this and sign the commit (git commit -a -s -S). The commit message should be Bump to vX.Y.Z (using the actual version numbers).

    3. Push this single change to your GitHub fork, and make a new PR, being careful to select the proper release branch as its base.

    4. Wait for all automated tests pass (including on an RC-branch PR). Re-running and/or updating code as needed.

    5. In the PR, under the Checks tab, locate and clock on the Cirrus-CI task Optional Release Test. In the right-hand window pane, click the trigger button and wait for the test to go green. This is a critical step which confirms the commit is worthy of becoming a release.

    6. Tag the Bump to vX.Y.Z commit as a release by running git tag -s -m 'vX.Y.Z' vX.Y.Z $HASH where $HASH is specified explicitly and carefully, to avoid (basically) unfixable accidents (if they are pushed).

    7. Change version/rawversion/version.go again. This time, bump the patch version and re-add the -dev suffix to indicate this is a non-released version of Podman.

    8. Change contrib/spec/podman.spec.in, bumping patch number of Version.

    9. Commit these changes with the message Bump to X.Y.Z-dev.

    10. Push your local branch to your GitHub fork (and the PR) again.

    11. The PR should now have two commits that look very similar to https://github.com/containers/podman/pull/7787 Note: Backports and release note commits may also be included in the release PR.

    12. Wait for at least all the "Build" and "Verify" (or similar) CI Testing steps to complete successfully. No need to wait for complete integration 4and system-testing (it was already done on substantially the same code, above).

    13. Merge the PR (or ask someone else to review and merge, to be safer).

    14. Note: This is the last point where any test-failures can be addressed by code changes. After pushing the new version-tag upstream, no further changes can be made to the code without lots of unpleasant efforts. Please seek assistance if needed, before proceeding.

    15. Assuming the "Bump to ..." PR merged successfully, and you're really confident the correct commit has been tagged, push it with git push upstream vX.Y.Z

  5. Locate, Verify release testing is proceeding

    1. When the tag was pushed, an automated build was created. Locate this by starting from https://github.com/containers/podman/tags and finding the recent entry for the pushed tag. Under the tag name will be a timestamp and abbrieviated commit hash, for example <> 5b2585f. Click the commit-hash link.
    2. In the upper-left most corner, just to the left of the "Bump to vX.Y" text, will be a small status icon (Yellow circle, Red "X", or green check). Click this, to open a small pop-up/overlay window listing all the status checks.
    3. In the small pop-up/overlay window, press the "Details" link on one of the Cirrus-CI status check entries (doesn't matter which one).
    4. On the following page, in the lower-right pane, will be a "View more details on Cirrus CI" link, click this.
    5. A Cirrus-CI task details page will open, click the button labeled "View All Tasks".
    6. Keep this page open to monitor its progress and for use in future steps.
  6. Bump main -dev version

    1. If you made a release branch and bumped major or minor version Complete the "Update version numbers and push tag" steps above on the main branch. Bump the minor version and set the patch version to 0. For example, after pushing the v2.2.0 release, main should be set to v2.3.0-dev.
    2. Create a "Bump to vX.Y.Z-dev" commit with these changes.
    3. Update RELEASE_NOTES.md on main. Commit these changes.
    4. Create a PR with the above commits, and oversee it's merging.
  7. Create GitHub Release entry and upload assets

    1. Return to the Cirrus-CI Build page for the new release tag, confirm (or wait for) it to complete, re-running any failed tasks as appropriate.

    2. For anything other than an RC, the release artifacts need to be published along with the release. These can be built locally using:

      $ git checkout vX.Y.Z
      $ make release-artifacts
      
    3. In the directory where you downloaded the archives, run sha256sum *.tar.gz *.zip > shasums to generate SHA sums.

    4. Go to https://github.com/containers/podman/releases/tag/vX.Y.Z and press the "Edit Release" button. Change the name to the form vX.Y.Z

    5. If this is a release candidate be certain to click the pre-release checkbox at the bottom of the page.

    6. If this new release will be the latest version released, be certain to click the latest release checkbox at the bottom of the page.

    7. Copy and paste the release notes for the release into the body of the release.

    8. Near the bottom of the page there is a box with the message “Add binaries by dropping them here or selecting them”. Use that to upload the artifacts in the release/ dir generated earlier, as well as the two Mac pkginstallers:

      • podman-remote-release-darwin_amd64.zip
      • podman-remote-release-darwin_arm64.zip
      • podman-remote-release-windows_amd64.zip
      • podman-vX.Y.Z.msi
      • podman-remote-static-linux_amd64.tar.gz
      • podman-remote-static-linux_arm64.tar.gz
      • podman-installer-macos-amd64.pkg
      • podman-installer-macos-arm64.pkg
      • shasums
    9. Click the Publish button to make the release (or pre-release) available.

    10. Check the "Actions" tab, after the publish you should see a job automatically launch to build the Windows installer and the Mac Installer (named after the release). There may be more than one running due to the multiple event states triggered, but this can be ignored, as any duplicates will gracefully back-off. The job takes 5-6 minutes to complete.

    11. Confirm the podman-[version]-setup.exe file is now on the release page. This might not be the case if you accidentally published the release before uploading the binaries, as the job may look before they are available. If that happens, you can either manually kick off the job (see below), or just make a harmless edit to the release (e.g. add an extra whitespace character somewhere). As long as the body content is different in some way, a new run will be triggered.

      Manually Triggering Windows Installer Build & Upload

      CLI Approach

      1. Install the GitHub CLI
      2. Run (replacing below version number to release version)
        gh workflow run "Upload Windows Installer" -F version="v4.2.0"
        

      GUI Approach

      1. Go to the "Actions" tab
      2. On the left pick the "Update Windows Installer" category
      3. A blue box will appear above the job list with a right side drop -down. Click the drop-down and specify the version number in the dialog that appears

      Manually Triggering Mac Installer Build & Upload

      CLI Approach

      1. Install the GitHub CLI
      2. Run (replacing below version number to release version)
        gh workflow run "Sign and Upload Mac Installer" -F version="v4.2.0"
        

      GUI Approach

      1. Go to the "Actions" tab
      2. On the left pick the "Sign and Upload Mac Installer" category
      3. A blue box will appear above the job list with a right side drop -down. Click the drop-down and specify the version number in the dialog that appears.
  8. Announce the release

    1. For major and minor releases, write a blog post and publish it to blogs.podman.io Highlight key features and important changes or fixes. Link to the GitHub release. Make sure the blog post is properly tagged with the Announcement, Release, and Podman tags, and any other appropriate tags.
    2. For all releases, including patch releases and RC's, send an email to the podman and podman-desktop mailing lists. Link the to release blog and GitHub release.
    3. Update LATEST_VERSION on the Podman.io website.
    4. Tweet the release. Make a Mastodon post about the release.
    5. RC's can also be announced if needed.