First up in performing an official release of Apache Druid is to announce in the dev mailing list, dev@druid.apache.org, that it is about time for the next (approximately) quarterly release, or, that there is a critical bug that warrants doing a bug fix release, whatever the reason happens to be. Check for any critical bugs that are still open, or issues or PRs tagged with the release milestone, and give the community a bit of heads up to try and wrap up anything that _needs_ to be in the next release.
Next up is creating the release branch off of master (or the previous release branch for a bug fix release). Be sure to do this from the apache git repo, _not your fork_. Name the branch for the release version that is being created, omitting the `druid` prefix that will appear on the release candidate and release tags:
#### Preparing the master branch for the next version after branching
If doing a quarterly release, it will also be necessary to prepare master for the release _after_ the release you are working on, by setting the version to the next release snapshot:
You should also prepare the web-console for the next release, by bumping the [package.json](../web-console/package.json) and [package-lock.json](../web-console/package-lock.json) version:
```bash
npm version 0.18.0
```
and update the script tag top level html file, [unified-console.html](../web-console/unified-console.html):
The only additions to the release branch after branching should be bug fixes, which should be back-ported from the master branch, via a second PR, not with a direct PR to the release branch. Bug fix release branches may be initially populated via cherry-picking, but it is recommended to leave at least 1 commit to do as a backport PR in order to run through CI. (Note that CI is sometimes flaky for older branches).
Once all issues and PRs that are still tagged with the release milestone have been merged, closed, or removed from the milestone, the next step is to put together a release candidate.
## Initial setup to create a release candidate
### SVN access
Make sure that you have Apache SVN access set up, as several steps in the release process will require you to make SVN commits.
### GPG key
First, make sure you've set up a GPG key according to ASF instructions: https://www.apache.org/dev/openpgp.html
### Key propagation
The Apache guide suggests using the MIT keyserver, but if there are availability issues consider using https://sks-keyservers.net/ or http://pgp.surfnet.nl/
After your key has been propagated to public key servers, add your key fingerprint as your `OpenPGP Public Key Primary Fingerprint` at https://id.apache.org.
The key fingerprint can be seen with `gpg --list-keys`, e.g.:
You'll need to configure Maven with your Apache credentials by adding the following to `~/.m2/settings.xml`. Encrypt the password you store here, see https://maven.apache.org/guides/mini/guide-encryption.html for details.
```xml
<settings>
<servers>
<!-- To publish a snapshot of some part of Maven -->
<server>
<id>apache.snapshots.https</id>
<username>your-apache-username</username>
<password>{your-encrypted-password}</password>
</server>
<!-- To stage a release of some part of Maven -->
<server>
<id>apache.releases.https</id>
<username>your-apache-username</username>
<password>{your-encrypted-password}</password>
</server>
</servers>
</settings>
```
## LICENSE and NOTICE handling
Before cutting a release candidate, the release manager should ensure that the contents of our `LICENSE` and `NOTICE` files are up-to-date.
The following links are helpful for understanding Apache's third-party licensing policies:
There are in effect 2 versions of the `LICENSE` and `NOTICE` file needed to perform a release, one set for the official ASF source release which are the actual `LICENSE` and `NOTICE` file in the root directory, and second for the convenience binary release which includes all of Druid's dependencies which we synthesize using some tools we have developed over the initial set of releases.
At the core of these tools is a dependency registry file, `licenses.yaml`, that lives at the project root. `licenses.yaml` is a global registry of _all_ dependencies which are bundled with an official ASF source release or convenience binary release, divided into 'modules' in the following manner:
| 'module' | description |
| --- | --- |
| SOURCE/JAVA-CORE | Source level inclusions in the core Druid codebase |
| SOURCE/WEB-CONSOLE | Source level inclusions in the various web consoles |
| BINARY/JAVA-CORE | Bundled binary-only dependencies for core Druid components (i.e., not an extension, not a hadoop-dependency, not web console stuff) |
| BINARY/WEB-CONSOLE | Bundled binary-only dependencies for the various web consoles |
| BINARY/HADOOP-CLIENT | Bundled binary-only dependencies contained in the `hadoop-client` directory |
| BINARY/EXTENSIONS/{extension-name} | Bundled binary-only dependencies for Druid extensions |
`licenses.yaml` contains both `LICENSE` and (relevant) `NOTICE` file content which is used at distribution packaging time to build a `LICENSE.BINARY` and `NOTICE.BINARY` for the binary package.
If the dependency requires it, copy any licenses to the `licenses/src` or `licenses/bin` folder.
### LICENSE.BINARY and NOTICE.BINARY generator tools
| [generate-binary-license](bin/generate-binary-license.py) | This script is run _automatically_ when building the distribution package to generate a `LICENSE.BINARY` file from `licenses.yaml` which is renamed to `LICENSE` in the binary package. |
| [generate-binary-notice](bin/generate-binary-notice.py) | This script is run _automatically_ when building the distribution package, and generates a `NOTICE.BINARY` file by appending the notice content of `licenses.yaml` to the source `NOTICE` file. This script does _not_ currently verify that all notices that need to be are present and correct, this must currently be done manually at release time if not done in the PR that changed a dependency. |
| [web-console/licenses](../web-console/script/licenses) | Updates `licenses.yaml` with all Druid of the licenses used by the Druid web-console 'binary'. |
These additional tools were largely used to bootstrap the initial `LICENSE`, `LICENSE.BINARY`, `NOTICE`, and `NOTICE.BINARY` for our very first ASF releases and collect all the information we needed to eventually create `licenses.yaml`, and may still prove useful from time to time.
| tool | description |
| --- | --- |
| [generate-license-dependency-reports](bin/generate-license-dependency-reports.py) | Point this to the Druid source root, and give it the location of a temp scratch directory, and it will output Maven dependency reports for Druid. (I believe I had to generate Maven dep report separately for hadoop-client) |
| [check-licenses](bin/check-licenses.py) | Checks `licenses.yaml` against the output of `generate-license-dependency-reports.py`, used by travis and `-Papache-release` when building distribution, to verify that all dependencies are present and match the versions in `licenses.yaml`. |
| [jar-notice-lister](bin/jar-notice-lister.py) | Point this to an extracted Druid binary distribution, and give it a temp scratch directory, and it will output NOTICE information for all the Druid JAR files. |
The `licenses.yaml` dependency registry serves to help ease the process of managing releases and maintaining `LICENSE` and `NOTICE` compliance for a project as complex and with as many dependencies as Druid.
## Release notes
It is also the release managers responsibility for correctly assigning all PRs merged since the previous release with a milestone in github, as well as crafting the release notes. This is largely a manual process, but we have a couple of tools which can assist to some degree.
| tool | description |
| --- | --- |
| [get-milestone-contributors](bin/get-milestone-contributors.py) | lists github users who contributed to a milestone |
| [get-milestone-prs](bin/get-milestone-prs.py) | lists PRs between tags or commits and the milestone associated with them. |
| [tag-missing-milestones](bin/tag-missing-milestones.py) | Find pull requests which the milestone is missing and tag them properly. |
| [find-missing-backports](bin/find-missing-backports.py) | Find PRs which have been back-ported to one release branch but not another. Useful if a bug fix release based on the previous release is required during a release cycle. |
Next create an issue in the Druid github to contain the release notes and allow the community to provide feedback prior to the release. Make sure to attach it to the release milestone in github. It is highly recommended to review [previous release notes for reference](https://github.com/apache/druid/releases) of how to best structure them. Be sure to call out any exciting new features, important bug fixes, and any compatibility concerns for users or operators to consider when upgrading to this release.
Make sure the web console Javascript package version matches the upcoming release version prior to making tags and artifacts. You can find the release version in [package.json](../web-console/package.json). This should be set correctly, but if it isn't, it can be set with:
```bash
npm version 0.17.0
```
which will update `package.json` and `package-lock.json`.
You will also need to manually update the top level html file, [unified-console.html](../web-console/unified-console.html), to ensure that the Javascript script tag is set to match the package.json version.
Ensure that the GPG key fingerprint used in the `mvn install` command matches your release signing key in https://dist.apache.org/repos/dist/release/druid/KEYS.
1. Pull https://github.com/apache/druid-website and https://github.com/apache/druid-website-src. These repositories should be in the same directory as your Druid repository that should have the release tag checked out.
3. From druid-website-src, run `./release.sh 0.17.0 0.17.0`, replacing `0.17.0` where the first argument is the release version and 2nd argument is commit-ish. This script will:
4. Make a PR to the src repo (https://github.com/apache/druid-website-src) for the release branch. Once the website PR is pushed to `asf-site`, https://druid.staged.apache.org/ will be updated near immediately with the new docs.
- Copy the `release.properties` that was generated when the RC tag was created back to your repo root (You'll need to change scm.tag in that file to match the specific rc tag you created if you did not specify `-Dtag` when creating the release). If you still have the working copy that build the `tag` available, you may use that.
- Run `mvn release:perform`
This will create a staged Maven repo here (login with Apache credentials): https://repository.apache.org/#stagingRepositories
To make the staged repo publicly accessible, "Close" the staging repo.
Anyone can vote on a release. When voting, you should list out what exactly you checked and note whether or not your vote is binding. (It is binding if you are on the Druid PMC, otherwise it is non-binding.) A sample vote would look like:
-1, because the src tarball appears to accidentally have binary jar files in it:
- foo.jar
- bar.jar
```
According to Apache release policy,
- Release votes should remain open for at least 72 hours.
- Release votes pass if a minimum of three positive votes, and more positive than negative votes, are cast.
- Releases may not be vetoed.
- Before casting +1 binding votes, individuals are required to download all signed source code packages onto their own hardware, verify that they meet all requirements of ASF policy, validate all cryptographic signatures, compile as provided, and test the result on their own platform.
If for any reason during the Druid PMC vote a blocking issue becomes apparent, a vote should be officially cancelled by sending an email with the following subject line: `[CANCEL][VOTE] Release Apache Druid 0.17.0 [RC3]` and the reasons for the cancellation in the body.
Returning to the staged repo you created for the Druid PMC vote ( https://repository.apache.org/#stagingRepositories), "Release" the repo to publish the Maven artifacts.
Apache policy requires projects to wait at least 24 hours after uploading artifacts before announcing a release, to allow time for the release artifacts to propagate across mirrors.
1. Pull https://github.com/apache/druid-website and https://github.com/apache/druid-website-src. These repositories should be in the same directory as your Druid repository that should have the release tag checked out.
2. To update the downloads page of the website, update the _config.yml file in the root of the website src repo. Versions are grouped by release branch:
3. From druid-website-src, run `./release.sh 0.17.0 0.17.0`, replacing `0.17.0` where the first argument is the release version and 2nd argument is commit-ish. This script will:
4. Make a PR to the src repo (https://github.com/apache/druid-website-src) and to the website repo (https://github.com/apache/druid-website). Once the website PR is merged, https://druid.apache.org/ will be updated immediately.
Announce the release to all the lists, announce@apache.org, dev@druid.apache.org, druid-user@googlegroups.com (general announcement list, druid dev list, druid user group).
Sticky the announcement on the ['druid-user' group](https://groups.google.com/forum/?pli=1#!forum/druid-user).
### Update Wikipedia
Update the release version and date on the [Apache Druid Wikipedia article](https://en.wikipedia.org/w/index.php?title=Apache_Druid) (bots might also do this?).
Removing old releases from the ['release' SVN repository](https://dist.apache.org/repos/dist/release/druid) which are not actively being developed is an Apache policy. The contents of this directory controls which artifacts are available on the Apache download mirror network. All other releases are available from the Apache archives, so removal from here is not a permanent deletion.
We consider the 'active' releases to be the latest versions of the current and previous quarterly releases. If you are adding a new quarterly release, remove the oldest quarterly release. If you are adding a bug fix release, remove the current quarterly release.
For example, if the new release is a bug fix, `0.18.1`, and the current versions are `0.18.0`, and `0.17.1`, then you would delete `0.18.0`, leaving `0.18.1` and `0.17.1` on the mirrors. If instead we were adding `0.19.0`, the resulting set of 'active' releases would be `0.19.0` and `0.18.0`.
