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Merge pull request etcd-io#17589 from ahrtr/release_20240316
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Update release guide and setup a pool of release candidates
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ahrtr authored Mar 17, 2024
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104 changes: 61 additions & 43 deletions Documentation/contributor-guide/release.md
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Expand Up @@ -6,14 +6,15 @@ The procedure includes some manual steps for sanity checking, but it can probabl

## Release management

etcd community members are assigned to manage the release each etcd major/minor version as well as manage patches
and to each stable release branch. The managers are responsible for communicating the timelines and status of each
release and for ensuring the stability of the release branch.
The following pool of release candidates manage the release each etcd major/minor version as well as manage patches
to each stable release branch. They are responsible for communicating the timelines and status of each release and
for ensuring the stability of the release branch.

| Releases | Manager |
|------------------------|-------------------------------------------------------------|
| 3.4 patch (post 3.4.0) | Benjamin Wang [@ahrtr](https://github.com/ahrtr) |
| 3.5 patch (post 3.5.0) | Marek Siarkowicz [@serathius](https://github.com/serathius) |
- Benjamin Wang [@ahrtr](https://github.com/ahrtr)
- James Blair [@jmhbnz](https://github.com/jmhbnz)
- Marek Siarkowicz [@serathius](https://github.com/serathius)
- Sahdev Zala (@spzala)(https://github.com/spzala)
- Wenjia Zhang (@wenjiaswe)(https://github.com/wenjiaswe)

All releases version numbers follow the format of [semantic versioning 2.0.0](http://semver.org/).

Expand All @@ -37,48 +38,65 @@ All releases version numbers follow the format of [semantic versioning 2.0.0](ht
- Put `[GH XXXX]` at the head of change line to reference Pull Request that introduces the change. Moreover, add a link on it to jump to the Pull Request.
- Find PRs with `release-note` label and explain them in `NEWS` file, as a straightforward summary of changes for end-users.

## Build and push the release artifacts
## Patch release criteria

- Ensure `docker` is available.
The etcd project aims to release a new patch version if any of the following conditions are met:

Run release script in root directory:
- Fixed one or more major CVEs (>=7.5).
- Fixed one or more critical bugs.
- Fixed three or more major bugs.
- Fixed five or more minor bugs.

## Release guide

### Prerequisites

There are some prerequisites, which should be done before the release process. These are one time operations,
which don't need to be executed before releasing each version.
1. Generate a GPG key and add it to your github account. Refer to the links on [settings](https://github.com/settings/keys).
2. Ensure you have a Linux machine, on which the git, golang and docker have been installed.
- Ensure the golang version matches the version defined in `.go-version` file.
- Ensure non-privileged users can run docker commands, refer to the [Linux postinstall](https://docs.docker.com/engine/install/linux-postinstall/).
- Ensure there is at least 500MB free space on your Linux machine.
3. Install gsutil, refer to [gsutil_install](https://cloud.google.com/storage/docs/gsutil_install).
4. Authenticate the image registry, refer to [Authentication methods](https://cloud.google.com/container-registry/docs/advanced-authentication).
- `gcloud auth login`
- `gcloud auth configure-docker`

### Release steps

1. Raise an issue to public the release plan, e.g. [issues/17350](https://github.com/etcd-io/etcd/issues/17350).
2. Verify you can pass the authentication to the image registries,
- `docker login gcr.io`
- `docker login quay.io`
3. Clone the etcd repository and checkout the target branch,
- `git clone git@github.com:etcd-io/etcd.git`
- `git checkout release-3.X`
4. Run the release script under the repository's root directory,
- `DRY_RUN=false ./scripts/release.sh ${VERSION}`

It generates all release binaries under directory ./release and images. Binaries are pushed to the google cloud bucket
under project `etcd-development`, and images are pushed to `quay.io` and `gcr.io`.
5. Publish release page in Github
- Set release title as the version name
- Follow the format of previous release pages
- Attach the generated binaries and signature file
- Select whether it's a pre-release
- Publish the release
6. Announce to the etcd-dev googlegroup

Follow the format of previous release emails sent to etcd-dev@googlegroups.com, see an example below,
```
DRY_RUN=false ./scripts/release.sh ${VERSION}
```

It generates all release binaries and images under directory ./release.
Binaries are pushed to gcr.io and images are pushed to quay.io and gcr.io.

## Publish release page in GitHub
Hello,
- Set release title as the version name.
- Follow the format of previous release pages.
- Attach the generated binaries and signatures.
- Select whether it is a pre-release.
- Publish the release!
etcd v3.4.30 is now public!
## Announce to the etcd-dev Googlegroup
https://github.com/etcd-io/etcd/releases/tag/v3.4.30
- Follow the format of [previous release emails](https://groups.google.com/g/etcd-dev).
- Make sure to include a list of authors that contributed since the previous release - something like the following might be handy:
Thanks to everyone who contributed to the release!
etcd team
```
git log ...${PREV_VERSION} --pretty=format:"%an" | sort | uniq | tr '\n' ',' | sed -e 's#,#, #g' -e 's#, $##'
```

- Send email to etcd-dev@googlegroups.com

## Post release

- Create new stable branch through `git push origin ${VERSION_MAJOR}.${VERSION_MINOR}` if this is a major stable release. This assumes `origin` corresponds to "https://github.com/etcd-io/etcd".
- Bump [hardcoded Version in the repository](https://github.com/etcd-io/etcd/blob/v3.4.15/version/version.go#L30) to the version `${VERSION}+git`.

## Patch release criteria

The etcd project aims to release a new patch version if any of the following conditions are met:

- Fixed one or more major CVEs (>=7.5).
- Fixed one or more critical bugs.
- Fixed three or more major bugs.
- Fixed five or more minor bugs.
7. Update the changelog to reflect the correct release date.
8. Paste the release link to the issue raised at step 1 and close the issue.
9. Crease a new stable branch through `git push origin release-${VERSION_MAJOR}.${VERSION_MINOR}` if this is a new major or minor stable release.

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