Update release procedures.

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mtail 2019-11-14 13:27:44 -08:00
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@ -58,7 +58,7 @@ are included on archive.istio.io is determined by the `TOBUILD` variable in this
Checking in updates to the master branch will automatically update preliminary.istio.io, and will only be reflected on
istio.io the next time a release is created, which can be several weeks in the future. If you'd like some changes to be
immediately reflected on istio.io, you need to check your changes both to the master branch and to the
current release branch (named release-XXX such as release-0.7).
current release branch (named release-XXX such as release-1.4).
This process can be taken care of automatically by our infrastructure. If you submit a PR
to the master branch and annotate the PR with the `actions/merge-to-release-branch` label,
@ -67,90 +67,107 @@ then as soon as your PR is merged into master, it will be merged into the curren
### Creating a version
Here are the steps necessary to create a new documentation version. Let's assume the current
version of Istio is 0.6 and you wish to introduce 0.7 which has been under development.
version of Istio is 1.3 and you wish to introduce 1.4 which has been under development.
#### Creating the release branch
#### When Istio source code is branched
1. Switch to the istio/istio.io repo and make sure everything is up to date.
The documentation repo pulls content from the Istio source repos for inclusion in the published site.
When the source repos are branched in preparation for a release, a few changes are needed in the
documentation repo to track this:
1. Switch to the **master** branch of the istio/istio.io repo and make sure everything is up to date.
1. Edit the file `Makefile.core.mk` and change the `SOURCE_BRANCH_NAME` variable to the
name of the newly created source branches (in this case `release-1.4`).
1. Edit the file `data/args.yml` and set the `source_branch_name` field to the name of the newly created source
branches (in this case `release-1.4`).
1. Run `make update_all` in order to retrieve the latest material from the source repositories.
1. Commit the previous edits to your local git repo and push your **master** branch to GitHub.
#### On the day of the release
##### Creating the release branch
The day of a major Istio release, assuming you've previously done the steps from the above section, you need to:
1. Switch to the **master** branch of the istio/istio.io repo and make sure everything is up to date.
1. Edit the file `scripts/build_archive_site.sh` and add the new archive version
(in this case release-0.6) to the `TOBUILD` variable.
(in this case `release-1.3`) to the `TOBUILD` variable.
1. Edit the file `data/versions.yml`. Set the `preliminary` field to the next Istio release
("0.8") and the `main` field to the current release ("0.7").
(in this case `1.5`) and the `main` field to the current release (in this case `1.4`).
1. Commit the previous edits to your local git repo.
1. Commit the previous edits to your local git repo and push your **master** branch to GitHub.
1. Create a new release branch off of master, named as release-*major*.*minor*, which in this case would be
release-0.7. There is one such branch for every release.
1. Create a new release branch off of master, named as release-**major**.**minor** (in this case `release-1.4`). There is one
such branch for every release.
1. In the **release** branch you created, edit the file `data/args.yml`. Set the `preliminary` field to `false`
and the `source_branch_name` and `doc_branch_name` fields to the name of the branch, in this case release-0.7.
1. Edit the file `data/args.yml`. Set the `preliminary` field to `false`
and the the `doc_branch_name` field to the name of the release branch (in this case `release-1.4`).
1. In the **release** branch you created, edit the file `scripts/grab_reference_docs.sh`. Update the branch
name for `istio.git`, `api.git`, and `operator.git` to point to the release branch. In this case release-0.7.
1. In the **release** branch you created, run `make update_ref_docs` in order to get the latest reference docs.
1. Commit the previous edit to your local git repo and push your **release** branch to GitHub.
#### Updating preliminary.istio.io
1. In the **master** branch, edit the file `data/args.yml`. Set the `version` and `full_version` fields to have the version
of the next Istio release, and `previous_version` to be the version of the previous release. In this case, you would set the fields to
"0.8", "0.8.0", and "0.7" respectively.
1. In the **master** branch, edit the file `data/args.yml`. Set the
`source_branch_name` and `doc_branch_name` fields to `master`.
1. In the **master** branch, edit the file `scripts/grab_reference_docs.sh`. Ensure the branch
name for `istio.git`, `api.git`, and `operator.git` points to the master branch.
1. Run `make update_ref_docs` in order to get the latest reference docs.
1. Commit the previous edits to your local git repo and push the **master** branch to GitHub.
1. Wait a while (~2 minutes) and browse preliminary.istio.io to make sure everything looks good.
1. Commit the previous edits to your local git repo and push your **release** branch to GitHub.
#### Updating istio.io
1. Go to the istio.io project on [Netlify](https://netlify.com)
1. Change the branch that is built from the previous release's branch to the new release branch, in this case release-0.7
1. Change the branch that is built from the previous release's branch to the new release branch, in this case release-1.4
1. Select the option to trigger an immediate rebuild and redeployment.
1. Once deployment is done, browse istio.io and make sure everything looks good.
#### Updating archive.istio.io
##### Updating archive.istio.io
1. Go to the [Google Custom Search Engine](https://cse.google.com) and do the following:
- Download the archive.istio.io CSE context file from the Advanced tab.
- Add a new FacetItem at the top of the file containing the previous release's version number. In
this case, this would be "V0.6".
this case, this would be "V1.3".
- Upload the updated CSE context file to the site.
- In the Setup section, add a new site that covers the previous release's archive directory. In this
case, the site URL would be archive.istio.io/v0.6/*. Set the label of this site to the name of the
facet item created above (V0.6 in this case).
case, the site URL would be archive.istio.io/v1.3/*. Set the label of this site to the name of the
facet item created above (V1.3 in this case).
1. In the **previous release's** branch (in this case release-0.6), edit the file `data/args.yml`. Set the
1. In the **previous release's** branch (in this case `release-1.3`), edit the file `data/args.yml`. Set the
`archive` field to true and the `archive_date` field to the current date.
1. In the **previous release's** branch (in this case release-0.6), edit the file `config.toml`. Set the
1. In the **previous release's** branch (in this case `release-1.3`), edit the file `config.toml`. Set the
`disableAliases` field to `false`.
1. Commit the previous edits to your local git repo and push the **previous release's** branch to GitHub.
1. In the **archive** branch, rebase the branch to have all changes from the current release. In this case,
all changes from the release-0.7 branch.
all changes from the `release-1.4` branch.
1. Commit the previous edits to your local git repo and push the **archive** branch to GitHub.
1. Wait a while (~15 minutes) and browse archive.istio.io to make sure everything looks good.
1. Wait a while (~20 minutes) and browse archive.istio.io to make sure everything looks good.
##### Updating preliminary.istio.io
1. In the **master** branch, edit the file `data/args.yml`. Set the `version` and `full_version` fields to have the version
of the next Istio release, and `previous_version` to be the version of the previous release. In this case, you would set the fields to
"1.5", "1.5.0", and "1.4" respectively.
1. In the **master** branch, edit the file `data/args.yml`. Set the
`source_branch_name` and `doc_branch_name` fields to `master`.
1. In the **master** branch, edit the file `Makefile.core.mk`. Set the variable `SOURCE_BRANCH_NAKE` to
`master`.
1. Run `make update_all` in order to retrieve the latest material from the source repositories.
1. Commit the previous edits to your local git repo and push the **master** branch to GitHub.
1. Wait a while (~5 minutes) and browse preliminary.istio.io to make sure everything looks good.
### Creating a patch release