Release Process

This is an outline/checklist of the process to create Archivematica & Storage service releases.

Overview

1. Merge new features
2. Test new features
3. #Update PRONOM
4. Write documentation
5. Update dependencies
6. Update version
7. #Build deb/rpm packages
8. Test packages for new installs and upgrades
9. #Tag Release
10. Update ansible roles
11. Announce release

Translations

Needs to be improved!

• Determine code freeze / call for translations process
• Describe processes: push and pull - and when it needs to happen
• We made a choice on how we're using Transifex to keep things simple: only one branch at a time pushed to Transifex. E.g. once SS 0.10.0 is released we have to decide if:
  1. We move Transifex to stable/0.10.x for a while so we can work on a minor release with translation fixes (e.g. 0.10.1), or
  2. We move to qa/0.11.x which would only make possible to bring new translations to SS 0.11.0.
• Affected repositories
  • archivematica-storage-service
  • archivematica-workflow
  • archivematica-dashboard
    • Includes archivematica-fpr-admin
    • Includes appraisal-tab

Update PRONOM

PRONOM needs to be updated in our file identification tools, FIDO & Siegfried, as well as in the FPR.

Update FIDO

The FPR update currently use FIDO as a source for new PRONOM, since it is formatted nicer than PRONOM offers, so we depend on FIDO having updated their PRONOM. If that has not happened, we can generate a new formats-v##.xml by updating signatures manually. Artefactual can also update PRONOM and submit a PR to FIDO.

1. Checkout fido from https://github.com/openpreserve/fido
2. Update signatures
   • Run python2 -m fido.update_signatures from the fido repository root
3. Add:
   • New signature file fido/conf/DROID_SignatureFile-v##.xml
   • New formats file fido/conf/formats-v##.xml
   • New PRONOM zip file fido/conf/pronom-xml-v##.zip
   • Updated fido/conf/versions.xml
4. Remove:
   • Old signature file
   • Old formats file
   • Old PRONOM zip file
5. Update the container signatures (download here: https://www.nationalarchives.gov.uk/aboutapps/pronom/droid-signature-files.htm)
   • See this pull request submitted to update to PRONOM 90: https://github.com/openpreserve/fido/pull/110
6. Update fido/fido.py to point to the new format_files
7. Create pull request.
8. Release new version of FIDO. Make sure to update __init__.py AND the versions XML with a new version before creating a release.

Remember to package FIDO and Siegfried in Archivematica! See next step below.

Package FIDO

FIDO is packaged via PyPi under opf-fido. The Makefile includes a `make package` command that will do the update.

MCPClient's base.txt [1] will need to be updated with the latest version.

Package Siegfried

First, clone the am-packbuild repo. Update the Makefiles available at rpm/siegfried/Makefile, and deb/siegfried/Makefile , and run make in each directory to build the packages.

Update FPR

• In https://github.com/artefactual/archivematica-fpr-admin/pull/51, the devtools used here to generate the migration were included in archivematica-fpr-admin as django-admin management tools.
• At the end of the process: remember to remove "pk"s from the final migration fixture! E.g. see PR #55
• Examples
  • PRONOM 92:
    • https://github.com/artefactual/archivematica-fpr-admin/pull/63
    • ???
  • PRONOM 90:
    • https://github.com/artefactual/archivematica-fpr-admin/pull/51
    • https://github.com/artefactual/archivematica-fpr-admin/pull/55

This process is currently more convoluted than it needs to be, and should be simplified.

This depends on FIDO having updated their PRONOM files. See #Update FIDO

1. Generate a JSON with the current version of the FPR (for use later)
   • python testproject/manage.py dumpdata fpr > fpr-current.json
2. Generate a blank data migration
   • E.g. python testproject/manage.py makemigrations --empty --name pronom_89 fpr
3. Generate the FPR migration body. This also updates the local database's FPR with the new PRONOM IDs
   • E.g. python testproject/manage.py import_pronom_ids path/to/fido/fido/conf/formats-v89.xml --output-filename pronom89.txt
4. Copy the output into the blank migration above the Migration class
5. Add the below RunPython operation into the Migration class, in the operations list
   • migrations.RunPython(data_migration),
6. Due to a bug, fix the imports
   • Remove the apps.get_model lines
   • Import the models directly with from fpr.models import Format, FormatVersion, IDRule
7. Commit
8. Deploy on testing pipeline or locally

(Analysts)

1. Update the new entries
   • Ask to edit ONLY entries added by the latest PRONOM update otherwise the fixture won't work properly
   • Move new formats to a more appropriate category
   • Create rules & commands
   • Test with data for new formats

(End Analysts)

1. Generate a JSON with the updated version of the FPR on the testing pipeline
   • python testproject/manage.py dumpdata fpr > fpr-updated.json
2. Get the updates as JSON
   • E.g. python testproject/manage.py get_fpr_changes fpr-current.json fpr-updated.json fpr/migrations/pronom_89.json
3. Update the migration to load the JSON updates
   • Replace the contents of the data migration function with
     • fixture_file = os.path.join(os.path.dirname(__file__), 'pronom_89.json')
     • call_command('loaddata', fixture_file, app_label='fpr')
4. Review JSON -- some IDs with multipleformats are being imported and will have to be manually reviewed until bug is identified/corrected.
   • Remove the direct imports from the bug
   • Remove the pk's from the entries in the JSON document.
   • Improvement Note: Because this is using loaddata, this will have problems if the FPR models are changed. A possible solution is to update get-fpr-changes to generate a migration instead of JSON
5. Commit
6. Merge
7. Make new FPR release. Don't forget to update fpr/__init__.py! Then tag the release (e.g. `v.1.7.9`) and push the latest tag.
8. Update AM's dashboard base.txt [2]

Update dependencies

Python Packages

metsrw and agentarchives both have Makefiles that handle most of the packaging

1. Check for open PRs, merge as necessary
2. Update setup.py with the new version, create a pull request, code review, merge.
3. Tag new release, push tag
   • git push --tags
4. Run make package
   • This will build the package and upload it to PyPI. It will prompt for your PyPI username and password for the upload
   • The Makefile was created from instructions at https://packaging.python.org/distributing/
5. make clean will delete packaging related files

Update version

1. Update PREMIS agent to Archivematica-X.X.X
2. Update Dashboard-Administration-Version to X.X.X
3. Update Storage services-Admin-Version to X.X.X

Build deb/rpm packages

The am-packbuild repository has all the code related to building packages, except the building gpg keys. The steps to follow in order to build production production packages are as follow

Debian packages

1. Clone the am-packbuild repo. Latest work is available in master
2. Put your gpg private key into debs/GPG-KEYS-REPOS. That's the place the Dockerfile looks for it when building the environment.
3. Update the makefile at debs/archivematica/Makefile in order to reflect version/keys you want to use.
4. Run <make>, and the packages will be available in the build once the building finishes.
5. Upload packages to public debian repository

Debian reposities

There are two debian repositories, one for archivematica packages, and one for dependencies. The procedure in order to create new ones, or upload packages to them, is the same:

1. • Create folder for repo, and configuration file:

mkdir -p /path/to/repos/repo/conf

cat > /path/to/repos/repo/conf/distributions << EOF

Codename: trusty

Components: main

Architectures: amd64 source

SignWith: <short gpg keyid>

EOF

1. • Go inside the repo, and import the packages previously uploaded with:

cd /path/to/repos/repo/

reprepro includedeb trusty /path/to/packages/*.deb

reprepro includedsc trusty /path/to/packages/*.deb

The current official repo is at packages.archivematica.org

RPM Packages

1. Package specs are available in am-packbuild/rpms
2. There are vars in the Makefiles for version/release , so update them when needed
3. In order to build them, just go into the directory you want to build, and run “make”

RPM Repositories

Once the packages are built, upload them to packages.archivematica.org/<version>/centos Sign the packages with rpm --addsign *.rpm (already signed packages will be skipped)

Go inside that dir, and as user ohbot run:

• rpm --addsign *.rpm (already signed packages will be skipped)

• createrepo . (For packages other than archivematica , use “centos-extras” repository)

• gpg --detach-sign --armor repodata/repomd.xml

The first gpg command signs the rpms, and the later signs the repository content.

Development stage

In the final stages of development, the repositories for the new releases are created, but packages are signed with a development key to avoid mistakes. Once the development stage finishes, all new packages need to be rebuild using the production keys.

Development packages are built on each new commit to stable branches by Jenkins. Repositories are available at http://jenkins-ci.archivematica.org/repos/

Website

Needs to be improved!

Homepage

• Make changes in archivematica-web.git
  • Update links
  • Add new doc repos
• Deploy
  • Log in sites-pub as archivematica-web and run update-web.sh

Documentation

• Deploy
  • Log in sites-pub as archivematica-web and run update-docs.sh

Wiki

• Release notes
• Installation notes
• ...

News

• Twitter
• Mailing list
• News section in artefactual.com

Update ansible roles

Check that the deploy-pub vars files for archivematica are updated, and the ansible-ansiblematica-src and ansible-archivematica-pkg roles are able to deploy the new version

Tag Release

1. Add release tags to repositories
   • Archivematica
   • Storage Service
   • FPR-admin
   • appraisal tab
   • transfer browser
   • Others?
2. Create stable/#.x branch
3. Delete qa/#.x branch if necessary

Release Day Checklist

Step 0: Operations Team checklist tasks are complete (as of September 2018, this is an internal Trello list).

• At this point, there should be a release candidate that has been tested. A release candidate always precedes a tagged release. If any new issues have been uncovered, a new release candidate should be made and tested before proceeding with the rest of the steps.

Step 1: Release Captain decides whether the current release candidate is ready to release

• Look at all recently filed issues in GitHub -- is anything concerning / relevant for this release? Does anything need to be addressed? If an issue is uncovered that does need to be fixed, this restarts the checklist back to Step 0.
• Have automated tests passed?

Step 2: Release Captain creates a new tag for the release via gitolite (e.g. `v1.7.0` or `v0.11.0` for the Storage Service) or assigns someone else to do it.

• Ensure you are adding the tag to the right commit! It should match the last commit of the final release candidate.
• You can create the tags from GitHub or from CLI: git tag $VERSION $REVISIONand git push origin refs/tags/$VERSION
• Make sure that the version is valid,
  • Valid values: v1.8.1, v1.8.1-rc.1
  • Invalid values: 1.8.1, 1.8, 1.8.1-rc1, v1.8.1-rc1

Step 3: Sysadmin (for now; hopefully Jenkins for 1.8) builds new packages using the release tag.

• See the internal wiki for steps.

Step 4: Sysadmin copies new packages to the proper repository (e.g., https://packages.archivematica.org/1.7.x/)

• See the internal wiki for steps.

Step 5: Analyst updates the Archivematica documentation links in the install / upgrade section with the correct package names and locations (e.g. conf.py in docs repo)

Step 6: Sysadmin updates deploy-pub to use the new links.

Step 7: Developer updates archivematica-web (managed in Gitolite / Gitlab) to show the new release.

• See the internal wiki for steps.

Step 8: Developer changes the default branches in GitHub and Gitolite and updates references in https://gist.github.com/qubot.

Step 9: Systems administrator updates am-packbuild and upgrades public and private demo sites.

• See the internal wiki for steps.

Step 10: Developer, Ops, or Analyst, creates a release branch, and release, of Archivematica Automated Acceptance tests (AMAUAT) in-line with the Archivematica versioning, e.g. for Archivematica 1.10 release a 1.10 branch and release of AMAUAT.

Step 11: Release Captain finalizes the release notes and adds a link to them in the GitHub release. Make sure that the releases are marked as "published".

• https://github.com/artefactual/archivematica/releases
• https://github.com/artefactual/archivematica-storage-service/releases

Step 12: Release Captain posts a notification to the Archivematica Google Group and the News section of the Artefactual website.

Step 13: Release Captain closes all release-related issues in the Verified column in Waffle.

Step 14: All involved eat cake (for a major release) or cupcakes (for a minor release).