openstack-ansible/doc/source/contributor/periodic-work.rst
Dmitriy Rabotyagov 4706b13302 [doc] Update releasing documentation
At the moment our documentation does not contain any steps that
should be made to create EOL or EM releases. With that existing
releasing documentation is slightly outdated and not fully reflect
actions that should be made during periodic work.

Change-Id: I0223bcb4424aef0f884f901f102953540f2b04c3
2023-06-06 17:08:32 +00:00

9.8 KiB

Periodic Work

Releasing

Our release frequency is discussed in reference_release.

OSA CLI tooling

OpenStack-Ansible used to bump everything in a single script, which made it hard to maintain, and was very branch specific. It made it hard for users to consume either an update of the upstream shas, or to bump roles with their own pace.

Since then, the OpenStack-Ansible has agreed to provide more metadata necessary for releasing into the openstack-ansible code tree. This allowed the tooling for releasing to be more flexible, and lighter, over time.

Now, all the functions are separated, and included into a branch independent tooling, osa_cli_releases.

You can install the latest version of this tooling by running:

This tooling can then be called using osa releases. Each subcommand contains help by default.

Updating upstream SHAs

The dependencies for OpenStack-Ansible are updated through the use of osa releases bump_upstream_shas. This script updates the project's pinned SHAs, located in the inventory/group_vars/<service_group>/source_git.yml file, based on their _git_track_branch value.

Updating OpenStack-Ansible roles

Updating the roles to their latest version per branch is done through osa releases bump_roles.

This can do multiple things:

  • Freeze ansible-role-requirements to their latest SHAs for the branch they are tracking.
  • Copy release notes relevant to the freeze.
  • Unfreeze of master.

Master doesn't get frozen, unless explicitly asked for it for release milestones, using the command osa releases freeze_roles_for_milestone

Updating required collections

Updating collections to their latest version is done through osa releases bump_collections.

Please note, that only collections with type git are supported. Ones, that are installed from Ansible Galaxy should be bumped manually.

Check current pins status

You can check the current PyPI pins that are used in openstack-ansible repository by running osa releases check_pins. This will display a table, showing the current pin in OSA, and what is available upstream on PyPI.

This doesn't patch the global-requirements-pins, as this should be a manual operation. See the cycle-checklist to know when to bump the global-requirements-pins.

Adding patch in releases repo

When the patches to update SHAs and roles have landed, you can propose the parent SHA as a release in the releases repo.

This can be done using the new-release command, and then editing the SHA used for openstack-ansible. See also new_releases page for an explanation of this command.

Please note that branches before Stein will require cleanup of the YAML file generated by new_releases, as it will contain ALL the roles and openstack-ansible repo SHAs. We have decided to NOT tag the roles anymore, so you will need to remove all the lines which are not relevant to the openstack-ansible repository.

Trasition releases to Extended Maintenance

With migrating a release to Extended Maintenance (EM) status no future releases of the release are possible. With that, a new tag <release>-em is created and it must be based on the latest numeric release.

To transition a release to Extended Maintenance we need to:

  • Wait until all upstream repositories will transition to EM
  • Update OpenStack-Ansible roles normally
  • Update <service>_git_install_branch to be <release>-em instead of the SHA.
  • Propose a new numeric release to openstack/releases repository
  • Propose to create a <release>-em tag with the same SHA as previous numeric release has.
  • Once EM tag is created, switch version field in ansible-role-requirements.yml to track stable/<release>.
  • Update index.rst for master branch to reflect support status of the release

Trasition releases to End Of Life

With releases reaching End Of Life (EOL), a new tag <release>-eol is created, after which branch will be deleted. Projects are free to EOL their branches anytime, after coordinated migration to EM is completed. Due to this we don't track stable/<release> branch for upstream services for EM, but only for our roles. At the same time there is a coordinated deadline, when all projects must EOL their old branches.

To transition a release to End Of Life we need to:

  • Create a <release>-eol tag for OpenStack-Ansible Roles
  • Switch ansible-role-requirements.yml version field to <release>-eol tag from stable/<release> branch.
  • Wait for all projects to EOL
  • Update <service>_git_install_branch variables to use <release>-eol tag instead of SHAs.
  • Create a <release>-eol tag for OpenStack-Ansible repository
  • Update release support status in index.rst on the master branch.

Development cycle checklist

On top of the normal cycle goals, a contributor can help the OpenStack-Ansible development team by performing one of the following recurring tasks:

  • By milestone 1:
    • Community goal acknowledgement.
    • Define supported platforms release will run on. Remove testing and support for deprecated ones.
    • Update global-requirements-pins, upstream SHAs and required collections
  • By milestone 2:
    • Handle deprecations from upstream project's previous cycle.
    • Handle OpenStack-Ansible roles deprecations from the previous cycle.
    • Refresh static elements in roles. For example, update a specific version of the software packages.
    • Update release-versioned components such as Octavia test ampohora image and Ironic IPA image/kernel.
    • Bump ceph_stable_release to latest Ceph LTS release in the integrated OpenStack-Ansible repo, and inside the ceph_client role defaults.
    • Check and bump galera versions if required.
    • Check and bump rabbitmq versions if required.
    • Check outstanding reviews and move to merge or abandon them if no longer valid.
    • Update global-requirements-pins, upstream SHAs and required collections
  • By milestone 3:
    • Implement features
    • Update global-requirements-pins, upstream SHAs and required collections
  • After milestone 3:
    • Feature freeze, bug fixes, and testing improvements.
    • Ansible version and collections freeze
  • After a new stable branch is created for services:
    • Update <service>_git_track_branch variables to match the new branch name.
    • Set all tempest_plugin_<service>_git_track_branch to None to prevent SHA update for them.
    • Update upstream SHAs
  • After coordinated OpenStack release, before OpenStack-Ansible release:
    • Update release name in openstack_hosts repository. This will also bump RDO and Ubuntu Cloud Archive repositories.
    • Branch all the independent repos that aren't part of the release in gerrit. See also the projects.yaml in the governance repo. Manually branched repos need extra editions, like updating the .gitreview, or the reno index. Please reference previous branch creations by using the appropriate topic in gerrit (e.g.: create-stein). The previous new branch creation may be different as the tooling/process may have evolved, so be aware that the changes needed may need to be adapted.
    • Switch trackbranch in ansible-role-requirements.yml to the new branch and update OpenStack-Ansible roles after that.
    • Add supported platforms for the release to os-compatibility-matrix.html
  • Immediately after official OpenStack-Ansible release:
    • Send a thank you note to all the contributors through the mailing lists. They deserve it.

    • Revert changes made to ansible-role-requirements.yml and *_git_track_branch variables to track stable branch instead of master. Update upstream SHAs.

    • Reflect changes in documentation

      • Create a patch to openstack-manuals and uncomment OpenStack-Ansible in www/project-data/<release>.yaml.
      • Update index page on master to mention release date of recently released version as well as set its status to Maintained. With that also add a new release that we are about to start working on.
      • Update index page on stable branch to mention only the release in topic rather all historical releases as well. Historical data should be present only on master branch.
      • Update upgrade scripts and documentation to keep track on supported upgrade paths:
        • For SLURP releases, define previous_slurp_name in doc/source/conf.py. For non-SLURP - set it to False.
        • Update previous_series_name and current_series_name in doc/source/conf.py and deploy-guide/source/conf.py
        • Update UPGRADE_SOURCE_RELEASE in scripts/gate-check-commit.sh
        • Update SUPPORTED_SOURCE_SERIES and TARGET_SERIES in scripts/run-upgrade.sh. Also don't forget to cleanup irrelevant upgrade scripts.
        • Add/remove required for SLURP upgrade jobs. ACTION for such jobs should be defined as upgrade_<release>.