Release Checklist

Pre-process:

  1. Create an issue for the release.
  2. Add each of the following steps (starting at step 1) as tasks with the step number in the subject
  3. Assign each task
  4. The current task goes into the "In Progress" column
  5. When the current task is finished, move it to resolved, and move the next task into "In Progress"
  6. Notify the assignee of the next task that it is ready to begin

Meta-process:

  1. Periodically review this documented process reflects our actual process & update it
  2. When steps are added/changed/rearranged/removed, be sure to update the TASKS file used by the Arvados release tool: https://dev.arvados.org/projects/arvados/repository/arvados-dev/revisions/main/show/cmd/art
Step Who What
0 engineering Write lots of great code, build new features
1 engineering Prepare release branch on arvados, arvados-workbench2 and arvados-formula. For major releases this means branching a new X.Y-dev from main. For minor releases, this means cherry-picking features onto the existing X.Y-dev branch. Ensure that redmine issues for features or bugfixes that are appearing for the first time in this version are associated with the correct release (for major releases, use art redmine issues find-and-associate).
2 release eng Update the "Upgrading Arvados and Release notes" doc page on both main and the X.Y-dev release branch with the version and date of the release.
On the X.Y-dev branch, update these files to refer to the release version instead of main:
* tools/salt-install/provision.sh (set variables RELEASE="production" and VERSION="X.Y")
* arvados-formula/arvados/defaults.yaml (set variable (version: 'X.Y')
* tools/arvbox/bin/arvbox
* doc/install/arvbox.html.textile.liquid
3 engineering Ensure that the release branch passes automated tests on jenkins.
4 engineering Review https://dev.arvados.org/projects/arvados/wiki/Manual_testing_plan and perform manual testing based on risk assessment.
5 engineering Review release branch, make sure all commits that need to be in the release are in the release, make sure that dependencies of Python and Ruby packages have upper version pins (to ensure that 3rd party dependencies updated post-stable-release don't break our code). If new commits are added, resume checklist from step 3.
6 product mgr Create a redmine release for the next patch release after the current one.
7 product mgr Write release notes and publish them to www-dev site: https://www-dev.arvados.org/releases/
8 everyone Review release notes
9 release eng Build release candidate packages with version "X.Y.Z~rcN-1" using the jenkins jobs build-and-publish-rc-packages and workbench2-build-release-candidate-package . Add a comment on the release ticket with the "arvados" and "arvados-workbench2" git commits that were used, as well as links to the jenkins runs.
10 ops Test installer formula / provision scripts with RC packages - Installer development process 1
11 ops Deploy RC packages to playground 1
12 bfx Run bam-to-vcf pipeline on playground 1
13 product mgr Approve RC for release
14 release eng Build final release packages with version "X.Y.Z-1" using the jenkins jobs build-and-publish-rc-packages and workbench2-build-release-candidate-package . Add a comment on the release ticket with the "arvados" and "arvados-workbench2" git commits that were used, as well as links to the jenkins runs.
15 release eng Push packages to stable repos using publish-packages-to-stable-repo (see also https://dev.arvados.org/projects/ops/wiki/Promoting_Packages_to_Stable)
16 release eng Publish arvados/jobs docker image using docker-jobs-image-release
17 release eng Publish Python packages and Ruby gems using build-publish-packages-python-ruby
18 release eng Publish Java package using build-java-sdk
19 release eng Publish R package using ???
20 release eng Publish arvados/arvbox-demo docker image using build-and-release-arvbox-image
21 release eng Tag the commits in each repo used to build the release in git. Create an annotated tag (git tag --annotate), with a message like: "Release X.Y.Z, release notes at https://arvados.org/release-notes/X.Y.Z/". That will make https://github.com/arvados/arvados/releases look really good. See here for documentation about how to automate these.
22 release eng Ensure new release is published on https://doc.arvados.org ; ensure that release notes & any other materials are pointing to correct version of the docs.
23 product mgr Merge release notes (step 6) from "develop" branch to "main" branch of arvados-www git repository and check that https://arvados.org page is updated
24 product mgr Send out email notifications , tweet from the Arvados account, announce on the Discourse forum, gitter, etc
25 release eng For major releases: Duplicate the jenkins configuration for the "run-tests" jobs tests to versioned names (run-tests-X.Y) so that future point releases remain testable after main moves on

1 If issues are discovered requiring additional commits, increase the release candidate version by one, and and resume the checklist from step 3.