commons-math/doc/release/release.howto.txt

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This document is meant as a step-by-step recipe to achieve the release of
the Commons Math component.
The files "settings-security.xml" and "settings.xml" are minimal examples
of files used by maven to pick up authentication credentials needed to
connect to remote servers and to cryptographically sign the artefacts.
(0)
Preliminary checks:
* All Java files must contain a license header. The "RAT" maven plugin will
generate a report indicating for which files the license is missing.
* For a "minor" release, the library must be backward-compatible. Check all
the errors reported by the "Clirr" plugin.
* Clear all "CheckStyle" warnings.
* Make sure that the construct reported by "FindBugs" are intentional.
(1)
As a first optional step, you can test that everything works locally, i.e.
that the build process can create all the necessary artefacts. The command
$ mvn clean deploy -Prelease -Ptest-deploy
should create the artefacts in the "target/deploy".
(2)
At this point, you should commit everything that will be part of the release.
In particular:
* Update and commit the "src/site/site.xml" file to contain the information
about the API docs of the new release.
* Estimate a release date (taking into account the release vote delay) and
insert it in the "src/changes/changes.xml" file.
From now on, be especially careful to the "svn commit" commands that will be
indicated below: Only the selected file(s) should be committed but not the
"pom.xml" that will be modified now.
The "pom.xml" on the SVN server must always be in a state for creating snapshot
versions of the library, i.e. the tag "<version>" should end with the string
"-SNAPSHOT":
<version>3.2-SNAPSHOT</version>
Assuming that the release version will be "3.0", modify the "<version>" tag to
read:
<version>3.1</version>
Modify the section of "<properties>" that also refers to version numbers.
You should uncomment the "<commons.rc.version>" line and indicate the
appropriate numbering of the release candidate: This refers to how many
times you will need to repeat this whole release process until it is
accepted (by a vote):
<properties>
<!-- ... -->
<commons.release.version>3.1</commons.release.version>
<commons.rc.version>RC1</commons.rc.version>
<!-- ... -->
</properties>
[Note: From now on, the "pom.xml" file must not be committed anymore
to the SVN repository. Once the release process is over, you can do a
"revert" to cancel the local changes.]
(3)
The "download" page template is located at "src/site/xdoc/download_math.xml".
This file is updated automatically by running the command:
$ mvn commons:download-page
(4)
The "release notes" file will be created by gathering all the changes
collected during develoment in the file "src/changes/changes.xml".
Create it by running:
$ mvn changes:announcement-generate \
-Dchanges.template=release-notes.vm \
-Dchanges.templateDirectory=src/changes
It will generate the release text in "target/announcement/release-notes.vm",
which you must now copy to the appropriate location:
$ cp -i target/announcement/release-notes.vm RELEASE-NOTES.txt
Alternately to the above two commands, you can rely on the "release-notes"
profile defined in the "commons-parent" project (which is inherited by the
"commons-math project) and run:
$ mvn -Prelease-notes changes:announcement-generate
Commit the updated file to SVN:
$ svn commit RELEASE-NOTES.txt
(5)
Create the tag that will contain the whole source of this release candidate.
First, make sure that the working is up-to-date:
$ svn up
Then, assuming the first candidate, the suffix will be "RC1" (this should
be the same as in the "<properties>" in the "pom.xml"), and the command
will be:
$ svn copy . \
-m"Creating Commons Math v3.1 RC1 tag." \
https://svn.apache.org/repos/asf/commons/proper/math/tags/MATH_3_1_RC1
The tag will then be accessible at
https://svn.apache.org/repos/asf/commons/proper/math/tags/
(6)
Check out the tagged code and change into the newly created directory:
$ svn co https://svn.apache.org/repos/asf/commons/proper/math/tags/MATH_3_1_RC1
$ cd MATH_3_1_RC1
(7)
If this is your first release, you might need to add your GPG encryption
key to the KEYS file. [If you have already done so, skip this section.]
Retrieve the files from the SVN repository:
$ svn co --depth=immediates \
https://__Your_apache_login__@svn.apache.org/repos/asf/commons/trunks-proper
and follow the instructions at the top of the "KEYS" file.
(8)
Create and transfer the artefacts to the Nexus server (a.k.a. "deploy").
Because the artefacts must be cryptographically signed, this step requires that
a profile named "release" exists in the maven "settings.xml" configuration file
which will contain the identifier of your GPG key (cf. sample "settings.xml"
file).
You can then run
$ mvn -DskipTests=true clean deploy -Prelease
which will transfer the artefacts to the Nexus repository located at
https://repository.apache.org/index.html#stagingRepositories
As a measure of sanity check, the "staging" (i.e. non official) repository must
be manually "closed" before other people review the deliverables just created.
[Note: Nexus automatically adds "md5" and "sha1" checksums files to the "asc"
files (cryptographic signature). These "signatures on signatures" are spurious
and have to be manually removed from Nexus staging area.]
How to "close" the staging repository it is explained at this page:
https://docs.sonatype.org/display/Repository/Closing+a+Staging+Repository
(9)
Web site testing (a.k.a "staging") of the generated web site (containing the
API documentation, etc.)
This step requires a "<server>" with an identifier set to "stagingSite" and
that the remote server is set up to accept no-password ssh authentification
(cf. sample "settings.xml" file).
Execute the commands (assuming the release candidate is "RC1"):
$ mvn site
and
$ mvn site:stage-deploy \
-DstagingDirectory=src/site \
-DstagingSiteURL=scp://__Your_apache_login__@people.apache.org:/www/people.apache.org/builds/commons/math/3.1/RC1
The web site will be available for review at:
http://people.apache.org/builds/commons/math/3.1/RC1
(10)
Call to vote by sending a message to the "dev" ML with subject
"[VOTE] Release Commons Math 3.1". You can use the following example as
a starting point, replacing the URLs with the appropriate ones:
----------
Tag:
https://svn.apache.org/repos/asf/commons/proper/math/tags/MATH_3_1_RC1/
Site:
http://people.apache.org/builds/commons/math/3.1/RC1/
Binaries:
https://repository.apache.org/content/repositories/orgapachecommons-051/org/apache/commons/commons-math3/3.1/
[ ] +1 Release it.
[ ] +0 Go ahead; I don't care.
[ ] -0 There are a few minor glitches: ...
[ ] -1 No, do not release it because ...
This vote will close in 72 hours.
----------
(11)
If some blocking problems have been found in the release deliverables, cancel
the vote by sending a "[CANCEL][VOTE]" message to the "dev" ML.
After correcting the problems, you'll likely have to start again from step 3,
4 or 5.
(12)
After at least 72 hours have elapsed, send a "[VOTE][RESULT]" mail to
summarize the outcome of the vote. This should tally the votes cast,
and state which are binding (PMC members).
(13)
The artefacts must be copied to the distribution area on the ASF web server.
The following actions must be performed when after login into your
"people.apache.org" account.
(a) Create a new directory (e.g. "cm-3.1") and "cd" into it.
(b) Retrieve the files from the Nexus server:
$ wget -r -l 1 -np -nH -nd -nv \
-e robots=off --wait 10 --no-check-certificate \
https://repository.apache.org/content/repositories/orgapachecommons-051/org/apache/commons/commons-math3/3.1/
(c) Verify the checksum of each of the retrieved files. A possibility is to
check out the tools from
https://svn.apache.org/repos/private/committers/tools/releases
and use the "verify_sigs.sh" found in there.
(d) Change the "group owner" to "commons":
$ chgrp commons commons-math3-*
(e) Change to the directory of the component and move the files to their position.
$ cd /www/www.apache.org/dist/commons/math/
Source files go to the "source" subdirectory:
$ mv -i ~/cm-3.1/commons-math3-3.1-src* source
Binary files go to the "binaries" subdirectory:
$ mv -i ~/cm-3.1/commons-math3-3.1-bin* binaries
(f) Check that the files permissions are all set to "-rw-rw-r--" and that
the group owner is "commons".
(g) Update the "README.html" file to reflect the new release and copy it
to both "source" and "binaries" subdirectories.
(h) Replace the "RELEASE-NOTES.txt" with the new one, e.g. using:
$ wget --no-check-certificate https://svn.apache.org/repos/asf/commons/proper/math/tags/MATH_3_1_RC1/RELEASE-NOTES.txt
$ mv -i RELEASE-NOTES.txt.1 RELEASE-NOTES.txt
(i) XXX There are no "current" symlinks in the "commmons/math" subdir
Maybe that this is not mandatory (?)
If this is your first release, you'll probably have to check out the
release scripts. In your home directory, run the command:
$ svn co https://svn.apache.org/repos/private/committers/tools/releases/
(13)
Release (a.k.a. "promote") the artefacts on the Nexus server, as shown here:
https://docs.sonatype.org/display/Repository/Releasing+a+Staging+Repository
(14)
Publish the web site. From your local working copy of the tag, run the command:
$ mvn site:deploy
(15)
Copy the the final RC tag to the official tag:
$ svn copy \
https://svn.apache.org/repos/asf/commons/proper/math/tags/MATH_3_1_RC5 \
-m"RC5 becomes the 3.1 official version." \
https://svn.apache.org/repos/asf/commons/proper/math/tags/MATH_3_1
(16)
Allow for the web site mirrors to be updated (possibly several hours); then
send (from your apache account) a release announcement to the following ML:
announce@apache.org
dev@commons.apache.org
user@commons.apache.org