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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 python utilities/bump_versions.py next_release minor from the repository's base directory. (If there are only bug fixes and no additions to the surface, use patch instead of minor.) Alternatively, update the versions in versions.txt to the correct versions for the next release.

  3. Run python utilities/replace_versions.py from the repository's base directory. This updates the versions in all pom.xml and README.md files in preparation for a release. Commit these files 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. Run python utilities/bump_versions.py next_snapshot patch to include "-SNAPSHOT" in the current project version (Alternatively, update the versions in versions.txt to the correct versions for the next release.). Then, run python utilities/replace_versions.py to update the pom.xml files. (If you see updates in README.md files at this step, you probably did something wrong.)

  2. Create and merge in another PR to reflect the updated project version.

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.