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Update release checklist with more information, more commands, and mo…
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…re correct flow (test, upload to test.docker.io, test, upload to get.docker.io, THEN tag&merge)

Docker-DCO-1.0-Signed-off-by: Andrew Page <admwiggin@gmail.com> (github: tianon)
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tianon committed Jan 8, 2014
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159 changes: 115 additions & 44 deletions hack/RELEASE-CHECKLIST.md
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# Release Checklist
## A maintainer's guide to releasing Docker

So you're in charge of a Docker release? Cool. Here's what to do.
Expand All @@ -8,9 +9,10 @@ to keep it up-to-date.
### 1. Pull from master and create a release branch

```bash
export VERSION=vXXX
export VERSION=vX.Y.Z
git checkout release
git pull
git fetch
git reset --hard origin/release
git checkout -b bump_$VERSION
git merge origin/master
```
Expand All @@ -20,36 +22,48 @@ git merge origin/master
You can run this command for reference:

```bash
LAST_VERSION=$(git tag | grep -E "v[0-9\.]+$" | sort -nr | head -n 1)
git log $LAST_VERSION..HEAD
LAST_VERSION=$(git tag | grep -E 'v[0-9\.]+$' | sort -nr | head -n 1)
git log --stat $LAST_VERSION..HEAD
```

Each change should be formatted as ```BULLET CATEGORY: DESCRIPTION```
Each change should be listed under a category heading formatted as `#### CATEGORY`.

* BULLET is either ```-```, ```+``` or ```*```, to indicate a bugfix,
new feature or upgrade, respectively.

* CATEGORY should describe which part of the project is affected.
`CATEGORY` should describe which part of the project is affected.
Valid categories are:
* Builder
* Documentation
* Hack
* Packaging
* Remote API
* Runtime
* Other (please use this category sparingly)

Each change should be formatted as `BULLET DESCRIPTION`, given:

* DESCRIPTION: a concise description of the change that is relevant to the
end-user, using the present tense. Changes should be described in terms
of how they affect the user, for example "new feature X which allows Y",
"fixed bug which caused X", "increased performance of Y".
* BULLET: either `-`, `+` or `*`, to indicate a bugfix, new feature or
upgrade, respectively.

* DESCRIPTION: a concise description of the change that is relevant to the
end-user, using the present tense. Changes should be described in terms
of how they affect the user, for example "Add new feature X which allows Y",
"Fix bug which caused X", "Increase performance of Y".

EXAMPLES:

```
+ Builder: 'docker build -t FOO' applies the tag FOO to the newly built
container.
* Runtime: improve detection of kernel version
- Remote API: fix a bug in the optional unix socket transport
```markdown
## 0.3.6 (1995-12-25)

#### Builder

+ 'docker build -t FOO .' applies the tag FOO to the newly built container

#### Remote API

- Fix a bug in the optional unix socket transport

#### Runtime

* Improve detection of kernel version
```

### 3. Change the contents of the VERSION file
Expand All @@ -61,69 +75,126 @@ echo ${VERSION#v} > VERSION
### 4. Run all tests

```bash
docker run -privileged docker hack/make.sh test
make test
```

### 5. Test the docs

Make sure that your tree includes documentation for any modified or
new features, syntax or semantic changes. Instructions for building
the docs are in ``docs/README.md``
the docs are in `docs/README.md`.

### 6. Commit and create a pull request to the "release" branch

```bash
git add VERSION CHANGELOG.md
git commit -m "Bump version to $VERSION"
git push origin bump_$VERSION
echo "https://github.com/dotcloud/docker/compare/release...bump_$VERSION"
```

That last command will give you the proper link to visit to ensure that you
open the PR against the "release" branch instead of accidentally against
"master" (like so many brave souls before you already have).

### 7. Get 2 other maintainers to validate the pull request

### 8. Apply tag
### 8. Publish binaries

To run this you will need access to the release credentials.
Get them from [the infrastructure maintainers](
https://github.com/dotcloud/docker/blob/master/hack/infrastructure/MAINTAINERS).

```bash
docker build -t docker .
export AWS_S3_BUCKET="test.docker.io"
export AWS_ACCESS_KEY="$(cat ~/.aws/access_key)"
export AWS_SECRET_KEY="$(cat ~/.aws/secret_key)"
export GPG_PASSPHRASE=supersecretsesame
docker run \
-e AWS_S3_BUCKET=test.docker.io \
-e AWS_ACCESS_KEY \
-e AWS_SECRET_KEY \
-e GPG_PASSPHRASE \
-i -t -privileged \
docker \
hack/release.sh
```

It will run the test suite one more time, build the binaries and packages,
and upload to the specified bucket (you should use test.docker.io for
general testing, and once everything is fine, switch to get.docker.io as
noted below).

After the binaries and packages are uploaded to test.docker.io, make sure
they get tested in both Ubuntu and Debian for any obvious installation
issues or runtime issues.

Announcing on IRC in both `#docker` and `#docker-dev` is a great way to get
help testing! An easy way to get some useful links for sharing:

```bash
echo "Ubuntu/Debian install script: curl -sLS https://test.docker.io/ | sh"
echo "Linux 64bit binary: https://test.docker.io/builds/Linux/x86_64/docker-${VERSION#v}"
echo "Darwin/OSX 64bit client binary: https://test.docker.io/builds/Darwin/x86_64/docker-${VERSION#v}"
echo "Darwin/OSX 32bit client binary: https://test.docker.io/builds/Darwin/i386/docker-${VERSION#v}"
echo "Linux 64bit tgz: https://test.docker.io/builds/Linux/x86_64/docker-${VERSION#v}.tgz"
```

Once they're tested and reasonably believed to be working, run against
get.docker.io:

```bash
docker run \
-e AWS_S3_BUCKET=get.docker.io \
-e AWS_ACCESS_KEY \
-e AWS_SECRET_KEY \
-e GPG_PASSPHRASE \
-i -t -privileged \
docker \
hack/release.sh
```

### 9. Apply tag

```bash
git tag -a $VERSION -m $VERSION bump_$VERSION
git push origin $VERSION
```

It's very important that we don't make the tag until after the official
release is uploaded to get.docker.io!

### 10. Go to github to merge the `bump_$VERSION` into release

Merging the pull request to the release branch will automatically
update the documentation on the "latest" revision of the docs. You
should see the updated docs 5-10 minutes after the merge. The docs
will appear on http://docs.docker.io/. For more information about
documentation releases, see ``docs/README.md``

### 9. Go to github to merge the bump_$VERSION into release
documentation releases, see `docs/README.md`.

Don't forget to push that pretty blue button to delete the leftover
branch afterwards!

### 10. Publish binaries

To run this you will need access to the release credentials.
Get them from [the infrastructure maintainers](
https://github.com/dotcloud/docker/blob/master/hack/infrastructure/MAINTAINERS).
### 11. Create a new pull request to merge release back into master

```bash
git checkout release
git checkout master
git fetch
git reset --hard origin/release
docker build -t docker .
docker run \
-e AWS_S3_BUCKET=test.docker.io \
-e AWS_ACCESS_KEY=$(cat ~/.aws/access_key) \
-e AWS_SECRET_KEY=$(cat ~/.aws/secret_key) \
-e GPG_PASSPHRASE=supersecretsesame \
-i -t -privileged \
docker \
hack/release.sh
git reset --hard origin/master
git merge origin/release
git checkout -b merge_release_$VERSION
echo ${VERSION#v}-dev > VERSION
git add VERSION
git commit -m "Change version to $(cat VERSION)"
git push origin merge_release_$VERSION
echo "https://github.com/dotcloud/docker/compare/master...merge_release_$VERSION"
```

It will run the test suite one more time, build the binaries and packages,
and upload to the specified bucket (you should use test.docker.io for
general testing, and once everything is fine, switch to get.docker.io).
Again, get two maintainers to validate, then merge, then push that pretty
blue button to delete your branch.

### 11. Rejoice and Evangelize!
### 12. Rejoice and Evangelize!

Congratulations! You're done.

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