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From: jbonofre <git@git.apache.org>
To: issues@carbondata.incubator.apache.org
Reply-To: issues@carbondata.incubator.apache.org
References: <git-pr-617-incubator-carbondata@git.apache.org>
In-Reply-To: <git-pr-617-incubator-carbondata@git.apache.org>
Subject: [GitHub] incubator-carbondata pull request #617: [CARBONDATA-719] Add release guide
Content-Type: text/plain
Message-Id: <20170228151330.0AFEDDFDE6@git1-us-west.apache.org>
Date: Tue, 28 Feb 2017 15:13:30 +0000 (UTC)
archived-at: Tue, 28 Feb 2017 15:13:38 -0000

Github user jbonofre commented on a diff in the pull request:

    https://github.com/apache/incubator-carbondata/pull/617#discussion_r103474923
  
    --- Diff: docs/release-guide.md ---
    @@ -0,0 +1,482 @@
    +<!--
    +    Licensed to the Apache Software Foundation (ASF) under one
    +    or more contributor license agreements.  See the NOTICE file
    +    distributed with this work for additional information
    +    regarding copyright ownership.  The ASF licenses this file
    +    to you under the Apache License, Version 2.0 (the
    +    "License"); you may not use this file except in compliance
    +    with the License.  You may obtain a copy of the License at
    +
    +      http://www.apache.org/licenses/LICENSE-2.0
    +
    +    Unless required by applicable law or agreed to in writing,
    +    software distributed under the License is distributed on an
    +    "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
    +    KIND, either express or implied.  See the License for the
    +    specific language governing permissions and limitations
    +    under the License.
    +-->
    +
    +# Apache CarbonData Release Guide
    +
    +Apache CarbonData periodically declares and publishes releases.
    +
    +Each release is executed by a _Release Manager_, who is selected among the CarbonData committers.
    + This document describes the process that the Release Manager follows to perform a release. Any 
    + changes to this process should be discussed and adopted on the 
    + [dev@ mailing list](mailto:dev@carbondata.incubator.apache.org).
    + 
    +Please remember that publishing software has legal consequences. This guide complements the 
    +foundation-wide [Product Release Policy](http://www.apache.org/dev/release.html) and [Release 
    +Distribution Policy](http://www.apache.org/dev/release-distribution).
    +
    +## Decide to release
    +
    +Deciding to release and selecting a Release Manager is the first step of the release process. 
    +This is a consensus-based decision of the entire community.
    +
    +Anybody can propose a release on the dev@ mailing list, giving a solid argument and nominating a 
    +committer as the Release Manager (including themselves). There's no formal process, no vote 
    +requirements, and no timing requirements. Any objections should be resolved by consensus before 
    +starting the release.
    +
    +_Checklist to proceed to next step:_
    +
    +1. Community agrees to release
    +2. Community selects a Release Manager
    +
    +## Prepare for the release
    +
    +Before your first release, you should perform one-time configuration steps. This will set up your
    + security keys for signing the artifacts and access release repository.
    + 
    +To prepare for each release, you should audit the project status in the Jira, and do necessary 
    +bookkeeping. Finally, you should tag a release.
    +
    +### One-time setup instructions
    +
    +#### GPG Key
    +
    +You need to have a GPG key to sign the release artifacts. Please be aware of the ASF-wide 
    +[release signing guidelines](https://www.apache.org/dev/release-signing.html). If you don't have 
    +a GPG key associated with your Apache account, please create one according to the guidelines.
    +
    +Determine your Apache GPG key and key ID, as follows:
    +
    +```
    +gpg --list-keys
    +```
    +
    +This will list your GPG keys. One of these should reflect your Apache account, for exemple:
    +
    +```
    +pub   2048R/845E6689 2016-02-23
    +uid                  Nomen Nescio <anonymous@apache.org>
    +sub   2048R/BA4D50BE 2016-02-23
    +```
    +
    +Here, the key ID is the 8-digit hex string in the `pub` line: `845E6689`.
    +
    +Now, add your Apache GPG key to the CarbonData's `KEYS` file in `dev` and `release` repositories 
    +at `dist.apache.org`. Follow the instructions listed at the top of these files.
    + 
    +Configure `git` to use this key when signing code by giving it your key ID, as follows:
    +
    +```
    +git config --global user.signingkey 845E6689
    +```
    +
    +You may drop the `--global` option if you'd prefer to use this key for the current repository only.
    +
    +You may wish to start `gpg-agent` to unlock your GPG key only once using your passphrase. 
    +Otherwise, you may need to enter this passphrase several times. The setup of `gpg-agent` varies 
    +based on operating system, but may be something like this:
    +
    +```
    +eval $(gpg-agent --daemon --no-grab --write-env-file $HOME/.gpg-agent-info)
    +export GPG_TTY=$(tty)
    +export GPG_AGENT_INFO
    +```
    +
    +#### Access to Apache Nexus
    +
    +Configure access to the [Apache Nexus repository](https://repository.apache.org), used for 
    +staging repository and promote the artifacts to Maven Central.
    +
    +1. You log in with your Apache account.
    +2. Confirm you have appropriate access by finding `org.apache.carbondata` under `Staging Profiles`.
    +3. Navigate to your `Profile` (top right dropdown menu of the page).
    +4. Choose `User Token` from the dropdown, then click `Access User Token`. Copy a snippet of the 
    +Maven XML configuration block.
    +5. Insert this snippet twice into your global Maven `settings.xml` file, typically `${HOME]/
    +.m2/settings.xml`. The end result should look like this, where `TOKEN_NAME` and `TOKEN_PASSWORD` 
    +are your secret tokens:
    +
    +```
    + <settings>
    +   <servers>
    +     <server>
    +       <id>apache.releases.https</id>
    +       <username>TOKEN_NAME</username>
    +       <password>TOKEN_PASSWORD</password>
    +     </server>
    +     <server>
    +       <id>apache.snapshots.https</id>
    +       <username>TOKEN_NAME</username>
    +       <password>TOKEN_PASSWORD</password>
    +     </server>
    +   </servers>
    + </settings>
    +```
    +
    +#### Create a new version in Jira
    +
    +When contributors resolve an issue in Jira, they are tagging it with a release that will contain 
    +their changes. With the release currently underway, new issues should be resolved against a 
    +subsequent future release. Therefore, you should create a release item for this subsequent 
    +release, as follows:
    +
    +1. In Jira, navigate to `CarbonData > Administration > Versions`.
    +2. Add a new release: choose the next minor version number compared to the one currently 
    +underway, select today's date as the `Start Date`, and choose `Add`. 
    +
    +#### Triage release-blocking issues in Jira
    +
    +There could be outstanding release-blocking issues, which should be triaged before proceeding to 
    +build the release. We track them by assigning a specific `Fix Version` field even before the 
    +issue is resolved.
    +
    +The list of release-blocking issues is available at the [version status page](https://issues.apache.org/jira/browse/CARBONDATA/?selectedTab=com.atlassian.jira.jira-projects-plugin:versions-panel). 
    +Triage each unresolved issue with one of the following resolutions:
    +
    +* If the issue has been resolved and Jira was not updated, resolve it accordingly.
    +* If the issue has not been resolved and it is acceptable to defer until the next release, update
    + the `Fix Version` field to the new version you just created. Please consider discussing this 
    + with stakeholders and the dev@ mailing list, as appropriate.
    +* If the issue has not been resolved and it is not acceptable to release until it is fixed, the 
    + release cannot proceed. Instead, work with the CarbonData community to resolve the issue.
    + 
    +#### Review Release Notes in Jira
    +
    +Jira automatically generates Release Notes based on the `Fix Version` applied to the issues. 
    +Release Notes are intended for CarbonData users (not CarbonData committers/contributors). You 
    +should ensure that Release Notes are informative and useful.
    +
    +Open the release notes from the [version status page](https://issues.apache.org/jira/browse/CARBONDATA/?selectedTab=com.atlassian.jira.jira-projects-plugin:versions-panel)
    +by choosing the release underway and clicking Release Notes.
    +
    +You should verify that the issues listed automatically by Jira are appropriate to appear in the 
    +Release Notes. Specifically, issues should:
    +
    +* Be appropriate classified as `Bug`, `New Feature`, `Improvement`, etc.
    +* Represent noteworthy user-facing changes, such as new functionality, backward-incompatible 
    +changes, or performance improvements.
    +* Have occurred since the previous release; an issue that was introduced and fixed between 
    +releases should not appear in the Release Notes.
    +* Have an issue title that makes sense when read on its own.
    +
    +Adjust any of the above properties to the improve clarity and presentation of the Release Notes.
    +
    +#### Verify that a Release Build works
    +
    +Run `mvn clean install -Prelease` to ensure that the build processes that are specific to that 
    +profile are in good shape.
    +
    +_Checklist to proceed to the next step:_
    +
    +1. Release Manager's GPG key is published to `dist.apache.org`.
    +2. Release Manager's GPG key is configured in `git` configuration.
    +3. Release Manager has `org.apache.carbondata` listed under `Staging Profiles` in Nexus.
    +4. Release Manager's Nexus User Token is configured in `settings.xml`.
    +5. Jira release item for the subsequent release has been created.
    +6. There are no release blocking Jira issues.
    +7. Release Notes in Jira have been audited and adjusted.
    +
    +### Build a release
    +
    +Use Maven release plugin to tag and build release artifacts, as follows:
    +
    +```
    +mvn release:prepare
    +```
    +
    +Use Maven release plugin to stage these artifacts on the Apache Nexus repository, as follows:
    +
    +```
    +mvn release:perform
    +```
    +
    +Review all staged artifacts. They should contain all relevant parts for each module, including 
    +`pom.xml`, jar, test jar, source, etc. Artifact names should follow 
    +[the existing format](https://search.maven.org/#search%7Cga%7C1%7Cg%3A%22org.apache.carbondata%22)
    +in which artifact name mirrors directory structure. Carefully review any new artifacts.
    +
    +Close the staging repository on Nexus. When prompted for a description, enter "Apache CarbonData 
    +x.x.x release".
    +
    +### Stage source release on dist.apache.org
    +
    +Copy the source release to dev repository on `dist.apache.org`.
    +
    +1. If you have not already, check out the Incubator section of the `dev` repository on `dist
    +.apache.org` via Subversion. In a fresh directory:
    +
    +```
    +svn co https://dist.apache.org/repos/dist/dev/incubator/carbondata
    +```
    +
    +2. Make a directory for the new release:
    +
    +```
    +mkdir x.x.x
    +```
    +
    +3. Copy the CarbonData source distribution, hash, and GPG signature:
    +
    +```
    +cp apache-carbondata-x.x.x-source-release.zip x.x.x
    +```
    +
    +4. Add and commit the files:
    +
    +```
    +svn add x.x.x
    +svn commit
    +```
    +
    +5. Verify the files are [present](https://dist.apache.org/repos/dist/dev/incubator/carbondata).
    +
    +### Propose a pull request for website updates
    +
    +The final step of building a release candidate is to propose a website pull request.
    +
    +This pull request should update the following page with the new release:
    +
    +* `src/main/webapp/index.html`
    +* `src/main/webapp/docs/latest/mainpage.html`
    +
    +_Checklist to proceed to the next step:_
    +
    +1. Maven artifacts deployed to the staging repository of 
    +[repository.apache.org](https://repository.apache.org)
    +2. Source distribution deployed to the dev repository of
    +[dist.apache.org](https://dist.apache.org/repos/dist/dev/incubator/carbondata/)
    +3. Website pull request to list the release.
    +
    +## Vote on the release candidate
    +
    +Once you have built and individually reviewed the release candidate, please share it for the 
    +community-wide review. Please review foundation-wide [voting guidelines](http://www.apache.org/foundation/voting.html)
    +for more information.
    +
    +Start the review-and-vote thread on the dev@ mailing list. Here's an email template; please 
    +adjust as you see fit:
    +
    +```
    +From: Release Manager
    +To: dev@carbondata.incubator.apache.org
    +Subject: [VOTE] Apache CarbonData Release x.x.x
    +
    +Hi everyone,
    +Please review and vote on the release candidate for the version x.x.x, as follows:
    +
    +[ ] +1, Approve the release
    +[ ] -1, Do not approve the release (please provide specific comments)
    +
    +The complete staging area is available for your review, which includes:
    +* JIRA release notes [1],
    +* the official Apache source release to be deployed to dist.apache.org [2], which is signed with the key with fingerprint FFFFFFFF [3],
    +* all artifacts to be deployed to the Maven Central Repository [4],
    +* source code tag "x.x.x" [5],
    +* website pull request listing the release [6].
    +
    +The vote will be open for at least 72 hours. It is adopted by majority approval, with at least 3 PMC affirmative votes.
    +
    +Thanks,
    +Release Manager
    +
    +[1] link
    +[2] link
    +[3] https://dist.apache.org/repos/dist/dist/incubator/carbondata/KEYS
    +[4] link
    +[5] link
    +[6] link
    +```
    +
    +If there are any issues found in the release candidate, reply on the vote thread to cancel the vote.
    +There’s no need to wait 72 hours. Proceed to the `Cancel a Release (Fix Issues)` step below and 
    +address the problem.
    +However, some issues don’t require cancellation.
    +For example, if an issue is found in the website pull request, just correct it on the spot and the
    +vote can continue as-is.
    +
    +If there are no issues, reply on the vote thread to close the voting. Then, tally the votes in a
    +separate email. Here’s an email template; please adjust as you see fit.
    +
    +```
    +From: Release Manager
    +To: dev@carbondata.incubator.apache.org
    +Subject: [RESULT][VOTE] Apache CarbonData Release x.x.x
    +
    +I'm happy to announce that we have unanimously approved this release.
    +
    +There are XXX approving votes, XXX of which are binding:
    +* approver 1
    +* approver 2
    +* approver 3
    +* approver 4
    +
    +There are no disapproving votes.
    +
    +Thanks everyone!
    +```
    +
    +While in incubation, the Apache Incubator PMC must also vote on each release, using the same 
    +process as above. Start the review and vote thread on the `general@incubator.apache.org` list.
    +
    +```
    +From: Release Manager
    +To: general@incubator.apache.org
    +Cc: dev@carbondata.incubator.apache.org
    +Subject: [VOTE] Apache CarbonData release x.x.x-incubating
    +
    +Hi everyone,
    +Please review and vote on the release candidate for the Apache CarbonData version x.x.x-incubating,
    + as follows:
    + 
    +[ ] +1, Approve the release
    +[ ] -1, Do not approve the release (please provide specific comments)
    +
    +The complete staging area is available for your review, which includes:
    +* JIRA release notes [1],
    +* the official Apache source release to be deployed to dist.apache.org [2],
    +* all artifacts to be deployed to the Maven Central Repository [3],
    +* source code tag "x.x.x" [4],
    +* website pull request listing the release [5].
    +
    +The Apache CarbonData community has unanimously approved this release [6].
    +
    +As customary, the vote will be open for at least 72 hours. It is adopted by
    +a majority approval with at least three PMC affirmative votes. If approved,
    +we will proceed with the release.
    +
    +Thanks!
    +
    +[1] link
    +[2] link
    +[3] link
    +[4] link
    +[5] link
    +[6] lists.apache.org permalink to the vote result thread, e.g.,  https://lists.apache.org/thread
    +.html/32c991987e0abf2a09cd8afad472cf02e482af02ac35418ee8731940@%3Cdev.carbondata.apache.org%3E
    +```
    +
    +If passed, close the voting and summarize the results:
    + 
    +```
    +From: Release Manager
    +To: general@incubator.apache.org
    +Cc: dev@carbondata.incubator.apache.org
    +Subject: [RESULT][VOTE] Apache CarbonData release x.x.x-incubating
    +
    +There are XXX approving votes, all of which are binding:
    +* approver 1
    +* approver 2
    +* approver 3
    +* approver 4
    +
    +There are no disapproving votes.
    +
    +We'll proceed with this release as staged.
    +
    +Thanks everyone!
    +```
    +
    +_Checklist to proceed to the final step:_
    +
    +1. Community votes to release the proposed release
    +2. While in incubation, Apache Incubator PMC votes to release the proposed release
    +
    +## Cancel a Release (Fix Issues)
    +
    +Any issue identified during the community review and vote should be fixed in this step.
    +
    +To can a vote:
    --- End diff --
    
    Good catch. Thanks !


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