YuniKorn Release Procedure

The release repository contains the code and configuration to create a release for Apache YuniKorn. Before starting the release procedure clone the repository and checkout the master branch. Even if a release has been made before make sure that the latest version is checked out as the code and or config might have changed.

The instructions and tools obey the ASF release policy.

• Release procedure
• Step-by-step procedure
  • Branching
  • Tag for RCs
  • Update references based on tags
  • Update the CHANGELOG
  • Run the release tool
    • Create Signature
    • Create Checksum
  • Upload Release Candidate Artifacts
  • Start Voting Thread
  • Tag for release
  • Publish the Release
    • Release Docker images
    • Release Helm Charts
    • Update the website
    • Cleanup
    • Create the GIT releases
  • Verify the release publishing
• Website updates for a new release
  • Version the documentation
  • Release announcement
  • Update the download page
• Signing your first release
  • Generate a Key
  • Add the signature to the project KEYS file

Release Procedure​

Simplified release procedure:

1. Create a release branch for the target release in all git repos, such as branch-1.3
2. Stabilize the release by fixing test failures and bugs only
3. Tag update release for a new version to prepare a release candidate, e.g v1.3.0-1 for RC1
4. Update the CHANGELOG
5. Configure release-configs.json
6. Run script build-release.py to generate source code tarball, checksum and signature.
7. Voting and releasing the candidate

Step-by-step procedure​

Branching and tagging can, and in most cases will, require changes in the go mod files.

Branching​

Branching is part of the release preparation and often has happened some time before the release process starts. As an example the steps to create the branch for the v1.3.0 release:

git checkout -b branch-1.3 master
git push -u origin branch-1.3

Tag for RCs​

A release needs to be tagged in git before starting the release process. As an example check YUNIKORN-358 and YUNIKORN-1004. Release candidates should be tagged with the version and build number of the release candidate. For example artifacts used to build 1.3.0 RC1 should be tagged v1.3.0-1. Releases are not created in GitHub for RCs.

Example for creating an annotated tag on the checked out commit for RC1 for v1.3.0:

git tag -a v1.3.0-1 -m "RC1 for v1.3.0"
git push origin v1.3.0-1

Update references based on tags​

The tagging is multistep process, all actions are done on the branch that will be released, like branch-1.3:

1. Tag the web and scheduler interface with the release candidate tag: i.e. v1.3.0-1.
2. Update the go.mod file in the core using:

   go get github.com/apache/yunikorn-scheduler-interface
   
   Add the same tag as in the previous step and commit the changes.
3. Update the go.mod file in the shim using

   go get github.com/apache/yunikorn-scheduler-interface  
   go get github.com/apache/yunikorn-core
   
   Add the same tag as in the previous step and commit the changes.
4. Create a new branch in the yunikorn-release repo, set the correct chart version in Chart.yaml, and then create the same tag in this repository.

Update the CHANGELOG​

In the release artifacts a CHANGELOG is added for each release. The CHANGELOG should contain the list of jiras fixed in the release. Follow these steps to generate the list:

• Go to the releases page in jira
• Click on the version that is about to be released, i.e. 1.3.0
• Click on the Release Notes link on the top of the page
• Click the button Configure Release Notes
• Select the style Text and click create
• Scroll to the bottom of the page and copy the content of the text area and update the CHANGELOG file in the ../release-top-level-artifacts directory.

Run the release tool​

Please check the signing your first release before proceeding here for details on signing a release. Limitations apply to the key that can be used for signing.

A tool has been written to handle most of the release tasks. The tool requires a simple json input file to be updated before running. This configuration points to the tag to use in the release and the version to release. Update the version to release and the tag for each repository. The version used must be the exact version that you intend to release. So 0.12.2 or 1.3.0 without any additional references like a RC1 or something similar. The version is used as part of the source code, inside the Makefile etc., and to name the release artefact and cannot be changed anymore. The tag format is as described in the step tag for released version

As an example when releasing the first release candidate for 1.3.0 the json file should contain version and tag information like below:

{
  "release": {
    "version": "1.3.0"
  },

  "tag": "v1.3.0-1",
  "repository": "https://github..."
}

The tool has one requirement outside of standard Python 3: GitPython Make sure you have installed it by running python3 -m pip install gitpython.

Run the tool:

python3 build-release.py

If you want to automatically sign the release using your GPG key run the tool using:

python3 build-release.py --sign <email-address>

Create Signature​

If you have GPG with a pinentry program setup you can automatically sign the release using the release tool. On MacOSX this will be setup automatically if you use the keychain for the keys. For more details check the GnuPG tools wiki and specifically the pinentry chapter.

Run the release tool using the option --sign <email-address> to auto sign the release.

Manually creating the signature for the file generated by the tool:

gpg --local-user <email-address> --armor --output apache-yunikorn-1.3.0-src.tar.gz.asc --detach-sig apache-yunikorn-1.3.0-src.tar.gz

This will create the signature in the file: apache-yunikorn-1.3.0-src.tar.gz.asc Verify that the signature is correct using:

gpg --verify apache-yunikorn-1.3.0-src.tar.gz.asc apache-yunikorn-1.3.0-src.tar.gz

Create Checksum​

This step is included in the release after generation of the source tar ball, if the release tool is used this step can be skipped.

shasum -a 512 apache-yunikorn-1.3.0-src.tar.gz > apache-yunikorn-1.3.0-src.tar.gz.sha512

This will create the checksum in the file: apache-yunikorn-1.3.0-src.tar.gz.sha512 Verify that the checksum is correct using:

shasum -a 512 -c apache-yunikorn-1.3.0-src.tar.gz.sha512 

Upload Release Candidate Artifacts​

The release artifacts consist of three parts:

• source tarball
• signature file
• checksum file

The three artefacts need to be uploaded to: https://dist.apache.org/repos/dist/dev/yunikorn/

Create a release directory based on the version, i.e. 1.3.0, add the three files to directory. Commit the changes.

If you have not done so already make sure to add your signature to the KEYS file. Do not remove any keys from the file they are kept here to enable older releases to be verified.

NOTE: you will need to install subversion to access this repo (use your apache ID). You can use any SVN client, e.g svnX, for convenience.

Start Voting Thread​

According to the Apache release approval doc A voting thread must be created on dev@yunikorn.apache.org and run for at least 72 hours. At least three +1 votes are required and more +1 votes than -1 votes.

Tag for release​

Once the release has passed voting, git tags and GitHub releases should be created for final release tag, example v1.3.0 The final tag must point to the same commit as the approved release candidate tag, example v1.3.0-1 Check the step Create the GIT releases later in the procedure for the release updates.

Adding the final release tag, again annotated, on the checked out commit:

git tag -a v1.3.0 -m "Apache YuniKorn v1.3.0"
git push origin v1.3.0

Publish the Release​

Once the voting is passed, move the release artefacts from the staging area to the release location https://dist.apache.org/repos/dist/release/yunikorn/. Once moved to this space, the content will be automatically synced to https://downloads.apache.org/yunikorn/ which must be used as the final location for all release files.

Read more about the distribution services for the source code.

This will temporarily provide us with two releases in the release area. This is needed to allow the start the mirror sync process and allow for the download page to be updated. Cleanup of the older release is handled after the website has been updated in the cleanup.

Release Docker images​

As part of the release convenience images are build and uploaded to the Apache account on DockerHub.

As we added multi architecture support the release of the images has become a bit more complex and is now tool driven.

The Go compiler built-in in functionality is leveraged to cross-compile the executables for the scheduler and admission controller. The web UI is a javascript application which does not require any special handling.

Besides that, the minimum requirement for building the multi architecture images is multi architecture support in Docker. Multi architecture support is needed to be able to build both amd64 and arm64 images on your local machine. Building the images for different architectures requires emulation of the non-native architecture to run the build instructions.

Support for emulating different architectures is provided by QEMU. The QEMU software is installed as part of Docker Desktop on Mac OSX and Windows. For linux based build machines a manual installation of the QEMU package has to be performed. The multi architecture build has been tested using Docker on Debian also. On Debian this only requires the qemu-user-static package. Other distribution might require different docker and or QEMU install instructions.

The expectation is that this tool is run from the same location as the release tool was run from. Configuration and code used as the input for this build must be the same as that was used for the source release.

Run the image release tool:

python3 build-image.py

A standard run of the tool will ask for the docker hub credentials. The credentials used must have write access to the apache/yunikorn docker hub area.

The tool will then build all the images:

• admission
• scheduler
• scheduler-plugin
• web

Each image will be built twice, once for amd64 and once for arm64. All images are pushed to the docker hub. When both architectures are built a manifest is created for the multi architecture image. The manifest is pushed to docker hub and a cleanup of unused tags is executed.

The whole process can take a while as builds of executables and docker images are executed multiple times.

If you want to test the tool run to make sure it all works you can run the tool against a non apache repository. For this you provide the optional variable on the command line:

python3 build-release.py --repository <name>

Release Helm Charts​

This step is part of the release tool if the release tool is used the packaging can be skipped.

If the release tool is not used the Chart.yaml and the values.yaml must be updated manually. The other option is to run the helm script against the generated source directory as the tool does:

helm package --sign --key <your_key_name> --keyring </path/to/keyring.secret> staging/<release-dir>/helm-charts/yunikorn --destination staging/

The key name provided in the --key argument must be contained in your key's uid. The helm tool checks if the name provided is part of the key's uid via a substring match. You can find all uids for your keys by executing:

gpg --list-secret-keys

Signing the helm package requires a legacy PGP keyring. The GnuPG v2 keyring is stored in a must be converted to the legacy format. It is not possible to use the new keybox (kbx) format. Please use the following command to convert your keyring to the legacy gpg format:

gpg --export >~/.gnupg/pubring.gpg
gpg --export-secret-keys >~/.gnupg/secring.gpg

Note that you will be required to enter your passphrase for each secret keys that is exported. The file that is created by exporting the secrect keys, ~/.gnupg/secring.gpg, is the path used in the --keyring parameter.

All this combined will result in a similar command for signing the helm charts when run from the top level of the checked out release repository:

helm package --sign --key wilfreds@apache.org --keyring ~/.gnupg/secring.gpg staging/apache-yunikorn-1.0.0-src/helm-charts/yunikorn --destination staging/

For more information please check Helm documentation.

Helm charts must be signed on release. Contrary to the source code tar ball signing, signing the helm charts requires manual entry of the key passphrase. There is no option to provide the passphrase any other way to the helm tool. The helm package will generate two files:

• helm package: example yunikorn-1.3.0.tgz
• provenance or signature file: example yunikorn-1.3.0.tgz.prov

Both files must be attached to the release in GIT for the release repository.

Last step is to update the index.yaml and index.md file in the gh-pages branch with the new release. First the index.yaml file:
The digest mentioned in the index.yaml file is the digest that gets printed by the tool (unsigned package) or stored in the provenance file. It can be generated manually using:

shasum -a 256 yunikorn-1.3.0.tgz

In the same PR update the index.md file. In most cases the change is limited to the supported Kubernetes versions. If there are no changes for the release this step can be skipped. Larger changes should be tracked as a separate jira not as a work item for a release. Releases are always tracked based on the minor release only, i.e. 1.23.x or 1.25.x. Multiple Kubernetes versions can be added as supported from the current release. Each version should be mentioned as a separate entry under the K8s Version column. The current YuniKorn release is added to the Supported from version and Support ended as needed.

Any change in supported Kubernetes versions must be mentioned in the release announcement.

Update the website​

• Create a new documentation version on YuniKorn website based on the latest content in the docs directory. Refer to these steps on how to create the new documentation version.
• Create the release announcement to be referenced from download page on the website. The release announcement is a markdown file based on the version: 1.3.0.md. The steps on how to create the release announcement explains the content and where to add the file.
• Update the download page of the website as per the steps.

The site can, and most likely will, contain an announcement bar. This announcement bar is part of the docusaurus.config.js file in the root of the source tree. Update the announcement bar to the correct release.

At this point all changes for the release are done and an announcement email can be sent to the dev@yunikorn.apache.org email list.

Cleanup​

There should only be one release, the latest, in the release area. Any release that has been in the release area will be automatically copied to the archive. Older releases should be downloaded from the archive directly, not from the release area.

The releases need to clean up in two locations:

• Remove the newly released version from the dev area by removing the old release candidate directory. For the location see release candidate location
• Remove the non-current release from the release area by removing the old release directory. For the location see release location

Create the GIT releases​

In the GIT repositories finish the release process by creating a release based on the release git tag that was added. Do not use any of the RC tags for a release. Repeat these steps for all five repositories (core, k8shim, web, scheduler-interface and release):

• Go to the tags page
• click the ... at the right-hand side of the page that you want to release, select Create Release from the drop down
• update the name and note
• add the packaged helm chart files (yunikorn-release repository only)
• click Publish Release to finish the steps

Verify the release publishing​

After the whole procedure has been finalised verify the documentation on the website. Check that the released artifacts can be downloaded from the download page.

Website updates for a new release​

Releasing a new version requires you to have yarn locally installed.

Pre-requisites:

• The release must have been approved via the release process.
• The source archive file and signatures must have been uploaded to the Apache locations.
• The docker convenience images must have been pushed to the Apache docker hub.

Open a PR and commit all the changes below to the master branch, once the auto-build is done, the new documentation will be presented on the website.

Version the documentation​

Documentation versioning uses the simple MAJOR.MINOR.PATCH semver version of the release. This means no letters, release candidate tags or anything like that:

yarn release 1.3.0

This command will snapshot all the docs from the current docs directory, and copy all files to another new directory under versioned_docs, e.g versioned_docs/version-1.3.0. A similar copy will be generated for the sidebar under versioned_sidebars that belongs to the documentation version.

This process will also update the version.json file in the root and add the new release as a line item.

Release announcement​

The release announcement is a static Markdown file added to the directory src/pages/release-announce.

Jiras that are labeled with the release-notes label must be mentioned in the announcement. For an overview of which Jiras are marked for inclusion in the release notes the following Jira search can be used: YuniKorn Release note needed. All committers have access to the filter and can update the version to be checked. *Login is required to run and see the filter.

The file name must be the same as the semver version of the release without the 'v':

src/pages/release-announce/1.3.0.md

All releases are automatically added to the index list.

The page itself is in Markdown format and should follow the example of the already existing pages:

• id and title definition (docusaurus syntax)
• Apache license
• Following headings
  • Overview of the release (level 2)
    This contains the generic overview of the release, including the release manager and date etc. The link to the included Jiras for the release must be available to anyone, and not require a login.
  • Incompatible changes
    Details for incompatible changes at level 3 heading, referencing a Jira via a link to provide more details.
  • Highlights (level 2)
    Chosen highlights or features at level 3 heading, referencing a Jira via a link to provide more details.
  • Community update (level 2)
    Mention all new committers and or PMC members added since the last release.

Update the download page​

The download page contains the link to the Apache source download, signatures etc. The table on the page has a specific layout that is correctly rendered after going through the docusaurus build. Please do not change the release entry layout in the table.

First step is to update the latest release line to the correct version.
Second step is to update the table: remove the last row from the table. Duplicate the first row of the table and change the links and details to reflect the new release details. All links must be updated:

• 3 for the download (source tar, checksum and signature)
• 3 for the docker images (scheduler, admission controller and web)
• 1 release announcement using a link in the form of /release-announce/1.3.0

For the second row update the download links for the source tar, checksum and signature.

Links for the releases have to follow these rules:

• The first download link on the page must use the mirror resolution link for the source tar ball only.
• The signature and checksum links must point to the release location.
• The non-current releases must use the archive links: https://archive.apache.org/dist/yunikorn/ for the tar ball, the signature and the checksum.

A limited set of three (3) or four (4) releases should be maintained in the table for direct access. Older releases not mentioned in the table can still be accessed via the archive link on the bottom of the page and do not need to be referenced.

Update the DOAP file​

A DOAP file containing project details has to be maintained. Update the DOAP file with the release version and release date.

<release>
  <Version>
    <name>YuniKorn x.y.z</name>
    <created>YYYY-MM-DD</created>
    <revision>x.y.z</revision>
  </Version>
</release>

Signing your first release​

If you haven't signed any releases before, read the documentation to generate signing key Follow the steps below to add the key you can use to sign.

Generate a Key​

Generate a new PGP key (skip this step if you already have an Apache linked key):

gpg --gen-key

Fill out the requested information using your full name and Apache email address.

Upload the exported key to a public key server like https://pgp.mit.edu/.

gpg --export --armor <email-address>

Upload the fingerprint to apache server: https://id.apache.org/.

gpg --fingerprint <email-address>

Add the signature to the project KEYS file​

Only needed if this is the first release signed with the specific key. More detail can be found in the document: Signing a Release

(gpg --list-sigs <email-address> && gpg --armor --export <email-address>) >> MY_KEY

Add the content of the generated file to the existing KEYS list at https://dist.apache.org/repos/dist/release/yunikorn/KEYS Never remove a key from this list!