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<?xml version="1.0" encoding="UTF-8"?>
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<document xmlns="http://maven.apache.org/XDOC/2.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:schemaLocation="http://maven.apache.org/XDOC/2.0 http://maven.apache.org/xsd/xdoc-2.0.xsd">
<properties>
<title>Release Process</title>
<author email="dev@syncope.apache.org">Apache Syncope Documentation Team</author>
</properties>
<body>
<div class="toc_container">
<macro name="toc">
<param name="class" value="toc"/>
</macro>
</div>
<section name="Introduction">
<p>The Syncope team uses the
<a href="http://repository.apache.org">Apache Nexus repository</a> for releasing SNAPSHOT and release artifacts.
More details on releasing artifacts and using Nexus can be found on the Maven website at
<a href="http://maven.apache.org/developers/release/apache-release.html">http://maven.apache.org/developers/release/apache-release.html</a>.
</p>
</section>
<section name="Prerequisites">
<subsection name="Apache Subversion">
<p>Install Apache Subversion 1.7.0 or higher;
<a href="http://subversion.apache.org/packages.html">binary packages</a> for various platforms are available.
</p>
</subsection>
<subsection name="GPG">
<p>Install/Configure GPG - The artifacts that are deployed to the ASF central repository need to
be signed. To do this you will need to have a public and private keypair. There is a very good
<a href="http://www.sonatype.com/people/2010/01/how-to-generate-pgp-signatures-with-maven/">guide</a> that
will walk you though this.</p>
</subsection>
<subsection name="Apache Maven">
<p>Install Apache Maven 3.0.3 or higher; we strongly encourage our committers to install
<a href="http://maven.apache.org/download.html">Apache Maven 3.1.1</a>.
</p>
<p>Maven allows you to encrypt your servers' passwords. We highly recommend that you follow this
<a href="http://maven.apache.org/guides/mini/guide-encryption.html">guide</a> to set your master password and
use it to encrypt your ASF password in the next section.
</p>
</subsection>
<subsection name="ASF settings">
<p>Using the instructions from the previous step encrypt your Sonatype password and add the following servers to
your
<code>~/.m2/settings.xml</code> file. You may already have other servers in this file. If not just create
the file.
</p>
<source><![CDATA[<?xml version="1.0" encoding="UTF-8"?>
<settings>
...
<servers>
<server>
<id>apache.snapshots.https</id>
<username>{put your ASF username here}</username>
<password>{put your encrypted password here}</password>
</server>
<server>
<id>apache.releases.https</id>
<username>{put your ASF username here}</username>
<password>{put your encrypted password here}</password>
</server>
</servers>
...
<profiles>
<profile>
<id>apache</id>
<activation>
<activeByDefault>false</activeByDefault>
</activation>
<properties>
<mavenExecutorId>forked-path</mavenExecutorId>
<gpg.keyname>your-gpg-keyname</gpg.keyname>
<!-- optional -->
<gpg.passphrase>your-gpg-passphrase</gpg.passphrase>
</properties>
</profile>
</profiles>
...
</settings>]]></source>
</subsection>
</section>
<section name="Release steps">
<subsection name="Verify DBMSes and JEE containers">
<p>
This is an optional step.<br/>
These verifications take some time and have quite strong environment requirements. However, it is of fundamental
importance to go through these at least once for every major release.
</p>
<p>For more information please take a look at <a href="building.html#core">build instructions</a>.</p>
</subsection>
<subsection name="Prepare the source for release">
<ol>
<li>Clean up JIRA so the <b>Fix Version</b> in issues resolved since the last
release includes this release version correctly. Also, transition any
<b>Resolved</b> issues to the <b>Closed</b> state.
</li>
<li>
Update the <code>CHANGES</code> file, in a SVN working copy <u>of the branch under release</u> (currently
1_0_X or 1_1_X), based on the text release reports from JIRA.
</li>
<li>
Commit any changes back to SVN:
<source>svn commit -m "Updating CHANGES for release"</source>
</li>
<li>
Update the <a href="https://svn.apache.org/repos/asf/syncope/branches/1_1_X/src/site/xdoc/downloads.xml">downloads</a>
site page from a SVN working copy <u>of the branch used for managing the web site</u> (currenly 1_1_X):
<ul>
<li>add new release artifacts with base URL
<source>http://www.apache.org/dyn/closer.cgi/syncope/&lt;version&gt;/</source>
</li>
<li>move current release artifacts to 'Older Releases' section and change base URL to
<source>http://archive.apache.org/dist/syncope/</source>
</li>
</ul>
</li>
<li>
Commit any changes back to SVN:
<source>svn commit -m "Updating downloads site page for release"</source>
</li>
</ol>
</subsection>
<subsection name="Prepare the release">
<ol>
<li>
Do a dry run of the <code>release:prepare</code> step.
<source>mvn -P apache-release release:prepare -DdryRun=true</source>
The dry run will not commit any changes back to SVN and gives you the opportunity to verify that the
release process will complete as expected.
<p>
<em>If you cancel a
<code>release:prepare</code> before it updates the pom.xml versions, then use the
<code>release:clean</code> goal to just remove the extra files that were created.
</em>
</p>
</li>
<li>
Verify that the release process completed as expected:
<ol>
<li>The release plugin will create <code>pom.xml.tag</code> files which contain the changes that would
have been committed to SVN. The only differences between <code>pom.xml.tag</code> and its corresponding
<code>pom.xml</code> file should be the version number.
</li>
<li>
If other formatting changes have been made you should review the changes and then commit them:
<source>svn commit -m "Fixing formatting for release"</source>
</li>
<li>
Assuming the <code>.tag</code> files look OK you may proceed and do any other validation you feel
necessary. The following list may be helpful:
<ol>
<li>Check <code>release.properties</code> and make sure that the scm properties have the
right version. Sometimes the scm location can be the previous version not the next version.
</li>
<li>
Verify signatures: On Un*x platforms the following command can be executed:
<source><![CDATA[
for file in `find . -type f -iname '*.asc'`
do
gpg --verify ${file}
done]]></source>
You'll need to look at the output to ensure it contains only good signatures:
<source><![CDATA[
gpg: Good signature from ...
gpg: Signature made ...]]></source>
</li>
</ol>
</li>
<li>
Once any failures or required updates have been committed to svn, rollback the release prepare files:
<source>mvn -P apache-release release:rollback</source>
</li>
</ol>
</li>
<li>
Run the <code>release:prepare</code> step for real this time. You'll be prompted for the same version
information and optionally your GPG passphrase again.
<source>mvn -P apache-release release:prepare</source>
</li>
<li>
Backup (zip or tar) your local release candidate directory in case you need to rollback the release after
the next step is performed.
<source><![CDATA[
cd ..
tar -czf <version>.tar.gz <version>/
cd <version>]]></source>
</li>
</ol>
</subsection>
<subsection name="Perform the release">
<ol>
<li>
<b>Staging site</b>
<ul>
<li>1_1_X
<source><![CDATA[
svn checkout https://svn.apache.org/repos/asf/syncope/site/ site
svn checkout https://svn.apache.org/repos/asf/syncope/tags/syncope-<version> syncope-<version>
cd syncope-<version>
mvn clean install
mvn -P site -Dsite.deploymentBaseUrl=file:///<absolute path to ../site/<version>
cd ../site/<version>
rm -rf syncope-console syncope-client syncope-archetype syncope-core syncope-build-tools syncope-common syncope-standalone project-reports.html apidocs/1.html
cd ..
svn add <version>
svn copy apidocs/1.0 <version>/apidocs/
svn commit -m "Staging site for release"]]></source>
</li>
<li>1_0_X
<source><![CDATA[
svn checkout https://svn.apache.org/repos/asf/syncope/site/ site
svn checkout https://svn.apache.org/repos/asf/syncope/tags/syncope-<version> syncope-<version>
cd syncope-<version>
mvn clean install
mvn -f parent/pom.xml -P site -Dsite.deploymentBaseUrl=file:///<absolute path to ../site/<version>
cd ../site/<version>
rm -rf images css syncope-console syncope-client syncope-archetype syncope-core syncope-build-tools syncope-hibernate-enhancer syncope-quality project-reports.html apidocs/1.html
cd ../..
svn checkout https://svn.apache.org/repos/asf/syncope/branches/1_1_X syncope-1_1_X
cd syncope-1_1_X
mvn -P site -Dsite.deploymentBaseUrl=file:///<absolute path to ../site/<version>
cd ../site/<version>
rm -rf syncope-console syncope-client syncope-archetype syncope-core syncope-build-tools syncope-common syncope-standalone project-reports.html apidocs/1.html apidocs/1.1
cd ..
svn add <version>
svn copy apidocs/1.1 <version>/apidocs/
svn commit -m "Staging site for release"]]></source>
</li>
</ul>
</li>
<li>
From the directory where you have launched <code>release:prepare</code> execute (this step will create a maven
staging repository):
<source>mvn -P apache-release release:perform [-Duser.name=&lt;your_apache_uid&gt;]</source>
<p>
<em>If your local OS userid doesn't match your Apache userid, then you'll have to also override the value
provided by the OS to Maven for the site-deploy step to work. This is known to work for Linux,
but not for Mac and unknown for Windows.
</em>
</p>
<ol>
<li>Verify the staged artifacts in the Nexus repository:
<ol>
<li>
<a href="https://repository.apache.org/index.html">https://repository.apache.org/index.html</a>
</li>
<li>
<strong>Enterprise --&gt; Staging</strong>
</li>
<li>
<strong>Staging tab --&gt; Name column --&gt; org.apache.syncope</strong>
</li>
<li>Navigate through the artifact tree and make sure that all binary,
<code>javadoc</code>,
<code>sources</code>, and
<code>tests</code> jars, as well as
<code>pom</code>s, ... have
<code>.asc</code> (GPG signature) and
<code>.md5</code>
files (see
<a href="http://people.apache.org/~henkp/repo/faq.html">Repository FAQ</a> and
<a href="http://www.apache.org/dev/release-signing.html#openpgp-ascii-detach-sig">Detached Signatures</a>).
<br/>
The <code>syncope-&lt;version&gt;-source-release.zip</code> (for 1_1_X) or
<code>syncope-root-&lt;version&gt;-source-release.zip</code> (for 1_0_X)
should likewise have signature and checksum files.
</li>
</ol>
</li>
<li>Close the nexus staging repo:
<ol>
<li>
<a href="https://repository.apache.org/index.html">https://repository.apache.org/index.html</a>
</li>
<li>
<strong>Enterprise --&gt; Staging</strong>
</li>
<li>
<strong>Staging tab --&gt; Name column --&gt; org.apache.syncope</strong>
</li>
<li>Right click on the open
<code>org.apache.syncope-XXX</code> staging repo
and select
<strong>Close</strong>.
</li>
</ol>
</li>
</ol>
</li>
</ol>
</subsection>
<subsection name="Vote the release">
<ol>
<li>
Create a
<code>VOTE</code> email thread on
<a href="mailto:dev@syncope.apache.org">syncope-dev</a> to record votes as replies, e.g.:
<pre><![CDATA[
To: dev@syncope.apache.org
Subject: [VOTE] Apache Syncope <version>
I've created a <version> release, with the following artifacts up for a vote:
SVN source tag (r9999999):
https://svn.apache.org/repos/asf/syncope/tags/<version>/
List of changes:
https://svn.apache.org/repos/asf/syncope/tags/<version>/CHANGES
Maven staging repo:
https://repository.apache.org/content/repositories/orgapachesyncope-YYY/
Source release (checksums and signatures are available at the same location):
https://repository.apache.org/content/repositories/orgapachesyncope-YYY/org/apache/syncope/syncope/<version>/syncope-<version>-source-release.zip
Staging site:
http://syncope.apache.org/<version>/
PGP release keys (signed using ABCDEFG):
http://www.apache.org/dist/syncope/KEYS
Vote will be open for 72 hours.
[ ] +1 approve
[ ] +0 no opinion
[ ] -1 disapprove (and reason why)]]></pre>
</li>
<li>
Create a <code>DISCUSS</code> email thread on <a href="mailto:dev@syncope.apache.org">syncope-dev</a> for any vote questions, e.g.:
<pre><![CDATA[
To: dev@syncope.apache.org
Subject: [DISCUSS] Apache Syncope <version>
Discussion thread for vote on <version> release, with SVN source tag (r9999999).
For more information on the release process, check out http://www.apache.org/dev/release.html
Some of the things to check before voting are:
- does "mvn apache-rat:check" pass on the source
- can you build the contents of source release zip and SVN tag
- do all of the staged jars/wars/zips contain the required LICENSE and NOTICE files
- are all of the staged jars/wars/zips signed and the signature verifiable
- is the signing key in the project's KEYS file and on a public server (i.e. http://www.apache.org/dist/syncope/)]]>
</pre>
</li>
<li>
Perform a review of the release and cast your vote. For more details on Apache releases see
<a href="http://www.apache.org/dev/release.html">http://www.apache.org/dev/release.html</a>.
</li>
<li>A -1 vote does not necessarily mean that the vote must be redone,
however it is usually a good idea to rollback the release if a -1 vote is
received (see <a href="#Recovering_from_a_vetoed_release">&quot;Recovering from a vetoed release&quot;</a>).
</li>
<li>After the vote has been open for at least 72 hours, has at least three
+1 PMC votes and no -1 votes, then post the results to the vote thread:
<pre><![CDATA[
To: dev@syncope.apache.org
Subject: [RESULT] [VOTE] Apache Syncope <version>
Hi all,
after 72 hours, the vote for Syncope <version> [1] *passes*
with ... PMC + ... non-PMC votes.
+1 (PMC / binding)
* ...
+1 (non binding)
* ... (or <none>)
0
* ... (or <none>)
-1
* ... (or <none>)
Thanks to everyone participating.
I will now copy this release to Syncope' dist directory and promote the artifacts to the central Maven repository.
Best regards.
[1] <link to syncope-dev ML archives for the related [VOTE] thread>]]></pre>
</li>
</ol>
</subsection>
<subsection name="Finalize the release">
<ol>
<li>Promote the staged nexus artifacts:
<ol>
<li>
<a href="https://repository.apache.org/index.html">https://repository.apache.org/index.html</a>
</li>
<li>
<strong>Enterprise --&gt; Staging</strong>
</li>
<li>
<strong>Staging tab --&gt; Name column --&gt; org.apache.syncope</strong>
</li>
<li>Right click on the closed
<code>org.apache.syncope-XXX</code> staging repo and select
<strong>Release</strong>.
</li>
</ol>
</li>
<li>
Add the distribution artifacts to the distribution area (execute the commands below preferably on
<code>people.apache.org</code>)
<ul>
<li>1_1_X
<source><![CDATA[
svn co https://dist.apache.org/repos/dist/dev/syncope syncope-dist-dev
cd syncope-dist-dev
wget -e robots=off -nH --cut-dirs=7 -np --no-check-certificate -m -A *.zip* -R .asc.sha1,.asc.md5 \
https://repository.apache.org/content/repositories/releases/org/apache/syncope/syncope/<version>/
wget -e robots=off -nH --cut-dirs=7 -np --no-check-certificate -m -A *.zip* -R .asc.sha1,.asc.md5 \
https://repository.apache.org/content/repositories/releases/org/apache/syncope/syncope-standalone/<version>/
rm <version>/syncope-*asc.asc
svn add <version>
svn commit -m "Promoting the voted release artifacts to dist-dev area"
svn mkdir -m "Creating root dir for new release" https://dist.apache.org/repos/dist/release/syncope/<version>
svn mv -m "Moving the voted release artifacts to dist/release (source)" \
https://dist.apache.org/repos/dist/dev/syncope/<version>/syncope-<version>-source-release.zip \
https://dist.apache.org/repos/dist/dev/syncope/<version>/syncope-<version>-source-release.zip.asc \
https://dist.apache.org/repos/dist/dev/syncope/<version>/syncope-<version>-source-release.zip.md5 \
https://dist.apache.org/repos/dist/dev/syncope/<version>/syncope-<version>-source-release.zip.sha1 \
https://dist.apache.org/repos/dist/release/syncope/<version>
svn mv -m "Moving the voted release artifacts to dist/release (standalone)" \
https://dist.apache.org/repos/dist/dev/syncope/<version>/syncope-standalone-<version>-distribution.zip \
https://dist.apache.org/repos/dist/dev/syncope/<version>/syncope-standalone-<version>-distribution.zip.asc \
https://dist.apache.org/repos/dist/dev/syncope/<version>/syncope-standalone-<version>-distribution.zip.md5 \
https://dist.apache.org/repos/dist/dev/syncope/<version>/syncope-standalone-<version>-distribution.zip.sha1 \
https://dist.apache.org/repos/dist/release/syncope/<version>
svn rm -m "Cleaning up older releases" https://dist.apache.org/repos/dist/dev/syncope/<version>
svn co https://dist.apache.org/repos/dist/release/syncope syncope-dist-release
cd syncope-dist-release
svn rm <any older release artifact (if present)>
svn commit -m "Cleaning up older releases"]]></source>
</li>
<li>1_0_X
<source><![CDATA[
svn co https://dist.apache.org/repos/dist/dev/syncope syncope-dist-dev
cd syncope-dist-dev
wget -e robots=off -nH --cut-dirs=7 -np --no-check-certificate -m -A *.zip* -R .asc.sha1,.asc.md5 \
https://repository.apache.org/content/repositories/releases/org/apache/syncope/syncope-root/<version>/
rm <version>/syncope-*asc.asc
svn add <version>
svn commit -m "Promoting the voted release artifacts to dist-dev area"
svn mv -m "Moving the voted release artifacts to dist/release" \
https://dist.apache.org/repos/dist/dev/syncope/<version>/syncope-<version>-source-release.zip \
https://dist.apache.org/repos/dist/dev/syncope/<version>/syncope-<version>-source-release.zip.asc \
https://dist.apache.org/repos/dist/dev/syncope/<version>/syncope-<version>-source-release.zip.md5 \
https://dist.apache.org/repos/dist/dev/syncope/<version>/syncope-<version>-source-release.zip.sha1 \
https://dist.apache.org/repos/dist/release/syncope/<version>
svn co https://dist.apache.org/repos/dist/release/syncope syncope-dist-release
cd syncope-dist-release
svn rm <any older release artifact (if present)>;
svn commit -m "Cleaning up older releases"]]></source>
</li>
</ul>
</li>
<li>
Add appropriate release notes to
<a href="https://cwiki.apache.org/confluence/display/SYNCOPE/Releases">Releases</a>
wiki page based on the HTML release reports from JIRA
</li>
<li>
Update the <a href="https://cwiki.apache.org/confluence/display/SYNCOPE/Create+a+new+Syncope+project">Create
new project</a> wiki page to point to the new release artifacts
</li>
<li>
Update the <a href="https://issues.apache.org/jira/plugins/servlet/project-config/SYNCOPE/versions">JIRA
versions</a> page to mark the version as <strong>Released</strong>, and set the date to the date that
the release was approved. You may also need to make a new release entry for the next release.
</li>
<li>
Promote the staging site
<source><![CDATA[
svn co https://svn.apache.org/repos/asf/syncope/site/
cd site
svn rm *.html apidocs css images img js
svn mv <version>/* .
svn rm <version>
svn commit -m "Promoting the staging site"]]></source>
</li>
</ol>
</subsection>
<subsection name="Announce the release">
After the mirrors have had time to update (24 hours to be on the safe side), make an announcement about the release on the
<a href="mailto:user@syncope.apache.org">user</a>,
<a href="mailto:dev@syncope.apache.org">dev</a>, and
<a href="mailto:announce@apache.org">announce@apache.org</a> lists as per
<a href="http://www.apache.org/foundation/mailinglists.html#foundation-announce">the Apache Announcement Mailing Lists page</a>
</subsection>
</section>
<section name="Recovering from a vetoed release">
<ol>
<li>
<p>Reply to the initial vote email prepending
<code>[CANCELED]</code> to the original subject.
</p>
</li>
<li>
<p>Rollback the version upgrades in trunk by
<em>either</em>:
</p>
<ol>
<li>
restore the &lt;version&gt;.tar.gz and run
<source>mvn -P apache-release release:rollback</source>
</li>
<li>
<em>or</em>
manually revert the versions in the branch under release to the prior version and commit
</li>
</ol>
</li>
<li>
<p>Delete the svn tag created by the
<code>release:perform</code> step:
</p>
<source>svn remove https://svn.apache.org/repos/asf/syncope/tags/&lt;version&gt; -m "Deleting tag from rolled back release"</source>
</li>
<li>
<p>Delete the staging site:
</p>
<source>svn remove https://svn.apache.org/repos/asf/syncope/site/&lt;version&gt; -m "Deleting staging site from rolled back release"</source>
</li>
<li>
<p>Drop the nexus staging repo:</p>
<ol>
<li>
<a href="https://repository.apache.org/index.html">https://repository.apache.org/index.html</a>
</li>
<li>
<strong>Enterprise --&gt; Staging</strong>
</li>
<li>
<strong>Staging tab --&gt; Name column --&gt; org.apache.syncope</strong>
</li>
<li>Right click on the closed
<code>org.apache.syncope-XXX</code> staging repo and select
<strong>Drop</strong>.
</li>
</ol>
</li>
<li>
Make the required updates that caused the vote to be canceled.
</li>
<li>Spin another release attempt!</li>
</ol>
</section>
</body>
</document>