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RELEASING.md

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One-time setup

Set up Sonatype Account

  • Sign up for a Sonatype JIRA account here
  • Click Sign Up in the login box, follow instructions

Get access to repository

  • Go to community support
  • Ask for publish rights by creating an issue similar to this one
    • You must be logged in to create a new issue
    • Use the Create button at the top tab

Set up PGP keys

  • Install GNU Privacy Guard (GPG)

  • Generate the key gpg --gen-key

    • Keep the defaults, but specify a passphrase
    • The passphrase can be random; you just need to remember it long enough to finish the next step
    • One way to make a random passphrase: base64 /dev/urandom | head -c20; echo;
  • Find the ID of your public key gpg --list-secret-keys

    • Look for the line with format sec 2048R/ABCDEFGH 2015-11-17
    • The ABCDEFGH is the ID for your public key
  • Upload your public key to a public server: gpg --send-keys --keyserver hkp://pgp.mit.edu ABCDEFGH

Create a Maven settings file

  • Create a file at $HOME/.m2/settings.xml with your passphrase and your sonatype username and password
<settings>
  <profiles>
    <profile>
      <id>ossrh</id>
      <activation>
        <activeByDefault>true</activeByDefault>
      </activation>
      <properties>
        <gpg.executable>gpg</gpg.executable>
        <gpg.passphrase>[the password for your gpg key]</gpg.passphrase>
      </properties>
    </profile>
  </profiles>
  <servers>
    <server>
      <id>ossrh</id>
      <username>[your sonatype account name]</username>
      <password>[your sonatype account password]</password>
    </server>
    <server>
      <id>sonatype-nexus-snapshots</id>
      <username>[your sonatype account name]</username>
      <password>[your sonatype account password]</password>
    </server>
    <server>
      <id>sonatype-nexus-staging</id>
      <username>[your sonatype account name]</username>
      <password>[your sonatype account password]</password>
    </server>
  </servers>
</settings>

To push a release version

  1. Make sure the team agrees that it is time to release.

  2. Look over all of the commits since the last release and make sure there are no breaking changes on the public surface. If there are any breaking changes, create and merge a new PR to revert the surface back.

Note - this should just be a scan of the public surface that would appear in Java doc. Implementation changes, README changes, and snippet changes can all be skipped for this check.

  1. Verify that all unit and integration tests for the last commit have passed.

  2. Run utilities/update_versions.sh from the repository's base directory. This script takes optional arguments denoting the new versions for each qualifier (alpha, beta and/or GA). By default, if the current version is X.Y.Z-SNAPSHOT, the script will update the version in all the pom.xml and other relevant files to X.Y.Z. Please refer to the documentation in utilities/update_versions.sh for more details. Commit this version locally:

git add .
git commit -m "Release [VERSION HERE]"
  1. Make sure you are using Maven version 3.3 or higher to support the Nexus plugin required to stage a release.

  2. To ensure a clean build, remove all Maven targets (including subdirectories not handled by mvn clean) by running rm -rf target */target.

  3. Run utilities/stage_release.sh. This script builds and stages the release artifact on the Maven Central Repository, updates the README.md files with the release version + commits them locally, and finally generates a new site version for the gh-pages branch under a temporary directory named tmp_gh-pages. If you haven't run the release process before, it's worth verifying everything; check the staged release on the Sonatype website, and verify that the local commits have the right version updates.

If you experience failures, you may need to:

  • repeat the clean step above
  • remove the temporary directory created to store docs by running rm -rf tmp_gh-pages
  • remove staged repositories from Sonatype (to prevent them from being released in subsequent steps): if a staged repository appears here, remove it by running mvn nexus-staging:drop.
  1. Run utilities/finalize_release.sh. This script will release the staged artifact on the Maven Central Repository and push the README.md and gh-pages updates to github.

  2. Publish a release on Github manually. Go to the releases page and open the appropriate release draft. Make sure the "Tag Version" is vX.Y.Z and the "Release Title" is X.Y.Z, where X.Y.Z is the release version as listed in the pom.xml files.

Add the commits since the last release into the release draft. Try to group them into sections with related changes. Anything that is a breaking change needs to be marked with *breaking change*. Such changes are only allowed for alpha/beta modules and @BetaApi features.

Ensure that the format is consistent with previous releases (for an example, see the 0.1.0 release). After adding any missing updates and reformatting as necessary, publish the draft.

  1. Create a new draft for the next release. Note any commits not included in the release that have been submitted before the release commit, to ensure they are documented in the next release.

  2. Run utilities/update_versions.sh again (to include "-SNAPSHOT" in the project version). Please refer to documentation in utilities/update_versions.sh for more details.

  3. Create and merge in another PR to reflect the updated project version. For an example of what this PR should look like, see #227.

To push a snapshot version

Pushing a snapshot is completely automated. If "-SNAPSHOT" is included in the version denoted by the base directory's pom.xml, then an updated artifact will be pushed to the snapshot repository when Travis CI successfully completes a non-PR build. The build triggers the after_success.sh script, which handles the release process for SNAPSHOT versions.

Improvements

Automatic tagging is not currently implemented, though it was discussed in #119. If the version updates continue to be manual, a one-line git tag command can be added to after_success.sh to correctly tag releases. However, automatically creating useful annotations for this tag will be difficult. Also, if the release process becomes fully automated, tagging becomes a harder problem, as mentioned in that issue.