How-to-release.md

Apache SkyWalking release guide
--------------------
This document guides every committer to release SkyWalking in Apache Way,
and also help committers to check the release for vote.


## Setup your development environment
Follow [Apache maven deployment environment document](http://www.apache.org/dev/publishing-maven-artifacts.html#dev-env)
to set gpg tool and encrypt passwords

Use the following block as a template and place it in ~/.m2/settings.xml

```
<settings>
...
  <servers>
    <!-- To publish a snapshot of some part of Maven -->
    <server>
      <id>apache.snapshots.https</id>
      <username> <!-- YOUR APACHE LDAP USERNAME --> </username>
      <password> <!-- YOUR APACHE LDAP PASSWORD (encrypted) --> </password>
    </server>
    <!-- To stage a release of some part of Maven -->
    <server>
      <id>apache.releases.https</id>
      <username> <!-- YOUR APACHE LDAP USERNAME --> </username>
      <password> <!-- YOUR APACHE LDAP PASSWORD (encrypted) --> </password>
    </server>
   ...
  </servers>
</settings>
```

## Test your settings
```
./mvnw clean install -Papache-release (this will build artifacts, sources and sign)
```

## Prepare the release
```
./mvnw release:clean
./mvnw release:prepare -DautoVersionSubmodules=true -Pauto-submodule
```

## Stage the release 
```
./mvnw release:perform -DskipTests -Pauto-submodule
```
1. Set version number as x.y.z, and tag as **v**x.y.z (version tag must start with **v**, you will find the purpose in next step.)
1. The release will automatically be inserted into a temporary staging repository for you.

## Build and sign the source code package
```shell
export RELEASE_VERSION=x.y.z (example: RELEASE_VERSION=5.0.0-alpha)
cd tools/releasing
sh create_source_release.sh
```

**NOTICE**, `create_source_release.sh` is just suitable for MacOS. Welcome anyone to contribute Windows bat and Linux shell. 

This scripts should do following things
1. Use `v` + `RELEASE_VERSION` as tag to clone the codes.
1. Make `git submodule init/update` done.
1. Exclude all unnecessary files in the target source tar, such as .git, .github, .gitmodules. See the script for the details.
1. Do `gpg` and `shasum 512`. 


The `apache-skywalking-apm-incubating-x.y.z-src.tgz` should be found in `tools/releasing` folder,
with .asc, .sha512.

## Find and download distribution in Apache Nexus Staging repositories
1. Use ApacheId to login `https://repository.apache.org/`
1. Go to `https://repository.apache.org/#stagingRepositories`
1. Search `skywalking` and find your staging repository
1. Close the repository and wait for all checks pass.
1. Go to `{REPO_URL}/org/apache/skywalking/apache-skywalking-apm-incubating/x.y.z`
1. Download `.tar.gz` and `.zip` with .asc and .sha1


## Upload to Apache svn
1. Use ApacheId to login `https://dist.apache.org/repos/dist/dev/incubator/skywalking/`
1. Create folder, named by release version and round, such as: x.y.z
1. Upload Source code package to the folder with .asc, .sha512
    * Package name: apache-skywalking-incubating-x.y.z-src.tar.gz
    * See Section "Build and sign the source code package" for more details 
1. Upload distribution package to the folder with .asc, .sha512
    * Package name: apache-skywalking-incubating-x.y.z.tar.gz, apache-skywalking-incubating-x.y.z.zip
    * See Section "Find and download distribution in Apache Nexus Staging repositories" for more details
    * Create .sha512 package: `shasum -a 512 file > file.sha512`
1. Add your gpg public key into the [KEYS](https://dist.apache.org/repos/dist/release/incubator/skywalking/KEYS) file. **Don't override the existing file.**

## Make the internal announcements
Send an announcement mail in dev mail list.

```
Mail title: [ANNOUNCE] SkyWalking x.y.z test build available

Mail content:
The test build of x.y.z is available.

This is our Apache Incubator release.
We welcome any comments you may have, and will take all feedback into
account if a quality vote is called for this build.

Release notes:

 * https://github.com/apache/incubator-skywalking/blob/master/CHANGES.md

Release Candidate:

 * https://dist.apache.org/repos/dist/dev/incubator/skywalking/xxxx
 * sha512 checksums
   - sha512xxxxyyyzzz apache-skywalking-apm-incubating-x.x.x-src.tgz
   - sha512xxxxyyyzzz apache-skywalking-apm-incubating-x.x.x.tar.gz
   - sha512xxxxyyyzzz apache-skywalking-apm-incubating-x.x.x.zip

Maven 2 staging repository:

 * https://repository.apache.org/content/repositories/xxxx/org/apache/skywalking/

Release Tag :

 * (Git Tag) x.y.z

Release CommitID :

 * https://github.com/apache/incubator-skywalking/tree/(Git Commit ID)
 * Git submodule
   * skywalking-ui: https://github.com/apache/incubator-skywalking-ui/tree/(Git Commit ID)
   * apm-protocol/apm-network/src/main/proto: https://github.com/apache/incubator-skywalking-data-collect-protocol/tree/(Git Commit ID)
   * oap-server/server-query-plugin/query-graphql-plugin/src/main/resources/query-protocol https://github.com/apache/incubator-skywalking-query-protocol/tree/(Git Commit ID)

Keys to verify the Release Candidate :

 * http://pgp.mit.edu:11371/pks/lookup?op=get&search=0x2EF5026E70A55777 corresponding to pengys@apache.org

Guide to build the release from source :

 * https://github.com/apache/incubator-skywalking/blob/x.y.z/docs/en/guides/How-to-build.md

A vote regarding the quality of this test build will be initiated
within the next couple of days.
```

## Wait at least 48 hours for test responses
Any PPMC, committer or contributor can test features for releasing, and feedback.
Based on that, PPMC will decide whether start a vote.

## Call a vote in dev
Call a vote in `dev@skywalking.apache.org`

```
Mail title: [VOTE] Release Apache SkyWalking (incubating) version x.y.z

Mail content:
Hi All,
This is a call for vote to release Apache SkyWalking (Incubating) version x.y.z.

Release notes:

 * https://github.com/apache/incubator-skywalking/blob/x.y.z/CHANGES.md

Release Candidate:

 * https://dist.apache.org/repos/dist/dev/incubator/skywalking/xxxx
 * sha512 checksums
   - sha512xxxxyyyzzz apache-skywalking-apm-incubating-x.x.x-src.tgz
   - sha512xxxxyyyzzz apache-skywalking-apm-incubating-x.x.x.tar.gz
   - sha512xxxxyyyzzz apache-skywalking-apm-incubating-x.x.x.zip

Maven 2 staging repository:

 * https://repository.apache.org/content/repositories/xxxx/org/apache/skywalking/

Release Tag :

 * (Git Tag) x.y.z

Release CommitID :

 * https://github.com/apache/incubator-skywalking/tree/(Git Commit ID)
 * Git submodule
   * skywalking-ui: https://github.com/apache/incubator-skywalking-ui/tree/(Git Commit ID)
   * apm-protocol/apm-network/src/main/proto: https://github.com/apache/incubator-skywalking-data-collect-protocol/tree/(Git Commit ID)
   * oap-server/server-query-plugin/query-graphql-plugin/src/main/resources/query-protocol https://github.com/apache/incubator-skywalking-query-protocol/tree/(Git Commit ID)

Keys to verify the Release Candidate :

 * http://pgp.mit.edu:11371/pks/lookup?op=get&search=0x2EF5026E70A55777 corresponding to pengys@apache.org

Guide to build the release from source :

 * https://github.com/apache/incubator-skywalking/blob/x.y.z/docs/en/guides/How-to-build.md

Voting will start now (xxxx date) and will remain open for at least 72 hours, Request all PPMC members to give their vote.
[ ] +1 Release this package.
[ ] +0 No opinion.
[ ] -1 Do not release this package because....
```

## Vote Check
All PPMC members and committers should check these before vote +1.

1. Features test.
1. All artifacts in staging repository are published with .asc, .md5, *sha1 files
1. Source code and distribution package (apache-skywalking-incubating-x.y.z-src.tar.gz, apache-skywalking-incubating-x.y.z.tar.gz, apache-skywalking-incubating-x.y.z.zip)
are in `https://dist.apache.org/repos/dist/dev/incubator/skywalking/x.y.z` with .asc, .sha512
1. `LICENSE` and `NOTICE` are in Source code and distribution package.
1. Check `shasum -c apache-skywalking-apm-incubating-x.y.z-src.tgz.sha512`
1. Build distribution from source code package (apache-skywalking-incubating-x.y.z-src.tar.gz) by following this [doc](https://github.com/apache/incubator-skywalking/blob/master/docs/en/How-to-build.md#build-from-apache-source-codes).
1. Apache RAT check. Run `./mvnw apache-rat:check`. (No binary in source codes)
1. DISCLAIMER exists

## Call for a vote in Apache IPMC
Call a vote in `general@incubator.apache.org`

```
Mail title: [VOTE] Release Apache SkyWalking (incubating) version x.y.z

Mail content:
Hi All,
This is a call for vote to release Apache SkyWalking (Incubating) version x.y.z.

The Apache SkyWalking community has tested, voted and approved the proposed
release of Apache SkyWalking (Incubating) x.y.z

We now kindly request the Incubator PMC members review and vote on this
incubator release.

SkyWalking: APM (application performance monitor) tool for distributed systems, 
especially designed for microservices, cloud native and container-based (Docker, Kubernetes, Mesos) architectures. 
Underlying technology is a distributed tracing system.

Vote Thread:

 * From `list.apache.org`

Result Thread:

 * From the vote thread.

Release notes:

 * https://github.com/apache/incubator-skywalking/blob/x.y.z/CHANGES.md

Release Candidate:

 * https://dist.apache.org/repos/dist/dev/incubator/skywalking/xxxx
 * sha512 checksums
   - sha512xxxxyyyzzz apache-skywalking-apm-incubating-x.x.x-src.tgz
   - sha512xxxxyyyzzz apache-skywalking-apm-incubating-x.x.x.tar.gz
   - sha512xxxxyyyzzz apache-skywalking-apm-incubating-x.x.x.zip

Maven 2 staging repository:

 * https://repository.apache.org/content/repositories/xxxx/org/apache/skywalking/

Release Tag :

 * (Git Tag) x.y.z

Release CommitID :

 * https://github.com/apache/incubator-skywalking/tree/(Git Commit ID)
 * Git submodule
   * skywalking-ui: https://github.com/apache/incubator-skywalking-ui/tree/(Git Commit ID)
   * apm-protocol/apm-network/src/main/proto: https://github.com/apache/incubator-skywalking-data-collect-protocol/tree/(Git Commit ID)
   * oap-server/server-query-plugin/query-graphql-plugin/src/main/resources/query-protocol https://github.com/apache/incubator-skywalking-query-protocol/tree/(Git Commit ID)

Keys to verify the Release Candidate :

 * http://pgp.mit.edu:11371/pks/lookup?op=get&search=0x2EF5026E70A55777 corresponding to pengys@apache.org

Guide to build the release from source :

 * https://github.com/apache/incubator-skywalking/blob/x.y.z/docs/en/guides/How-to-build.md

Voting will start now (xxxx date) and will remain open for at least 72 hours, Request IPMC to give their vote.
[ ] +1 Release this package.
[ ] +0 No opinion.
[ ] -1 Do not release this package because....
```

## Vote result mail
Close the vote, if
1. In 72 hours, you got the more than 3 (+1 binding), and no -1. Vote pass.
1. Some reviewers found some serious mistakes in this release, the team decided to stop vote and prepare a new RC.

Send a mail to `general@incubator.apache.org` about vote result and status.
```
Mail title: [Result][VOTE] Release Apache SkyWalking (incubating) version x.y.z

Mail content:
Hi all,

The vote for releasing Apache SkyWalking x.y.z (incubating) is closed, now.

Vote result:
x (+1 binding) (Names of voters)
y -1.

Thank you everyone for taking the time to review the release and help us. 

I will process to publish the release and send ANNOUNCE.
```

## Publish release
1. Move source codes tar balls and distributions to `https://dist.apache.org/repos/dist/release/incubator/skywalking/`.
```
> export SVN_EDITOR=vim
> svn mv https://dist.apache.org/repos/dist/dev/incubator/skywalking/x.y.z https://dist.apache.org/repos/dist/release/incubator/skywalking
....
enter your apache password
....

```
2. Do release in nexus staging repo.
3. Public download URLs under `http://www.apache.org/dyn/closer.cgi/incubator/skywalking/x.y.z`.
4. Public KEYS, sigs and sha512 URLs under `https://www.apache.org/dist/incubator/skywalking/xxxx`
5. Send ANNOUNCE mail to `general@incubator.apache.org` and `dev@skywalking.apache.org`.
```
Mail title: [ANNOUNCE] Release Apache SkyWalking (incubating) version x.y.z

Mail content:
Hi all,

Apache SkyWalking (incubating) Team is glad to announce the first release of Apache SkyWalking Incubating x.y.z.

SkyWalking: APM (application performance monitor) tool for distributed systems, 
especially designed for microservices, cloud native and container-based (Docker, Kubernetes, Mesos) architectures. 
Underlying technology is a distributed tracing system.

Vote Thread: 

Download Links : http://skywalking.apache.org/downloads/

Release Notes : https://github.com/apache/incubator-skywalking/blob/x.y.z/CHANGES.md

Website: http://skywalking.apache.org/

SkyWalking Resources:
- Issue: https://github.com/apache/incubator-skywalking/issues
- Mailing list: dev@skywalkiing.incubator.apache.org
- Documents: https://github.com/apache/incubator-skywalking/blob/x.y.z/docs/README.md


- Apache SkyWalking (incubating) Team

=====
*Disclaimer*

Apache SkyWalking (incubating) is an effort undergoing incubation at The
Apache Software Foundation (ASF), sponsored by the name of Apache
Incubator PMC. Incubation is required of all newly accepted
projects until a further review indicates that the
infrastructure, communications, and decision making process have
stabilized in a manner consistent with other successful ASF
projects. While incubation status is not necessarily a reflection
of the completeness or stability of the code, it does indicate
that the project has yet to be fully endorsed by the ASF.
```

6. Update skywalking website download page: http://skywalking.apache.org/downloads/