tor/doc/HACKING/ReleasingTor.md

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Putting out a new release
-------------------------
Here are the steps that the maintainer should take when putting out a
new Tor release:
=== 0. Preliminaries
1. Get at least three of weasel/arma/Sebastian/Sina to put the new
version number in their approved versions list. Give them a few
days to do this if you can.
2. If this is going to be an important security release, give the packagers
some advance warning: See this list of packagers in IV.3 below.
3. Given the release date for Tor, ask the TB team about the likely release
date of a TB that contains it. See note below in "commit, upload,
announce".
=== I. Make sure it works
1. Use it for a while, as a client, as a relay, as a hidden service,
and as a directory authority. See if it has any obvious bugs, and
resolve those.
As applicable, merge the `maint-X` branch into the `release-X` branch.
But you've been doing that all along, right?
2. Are all of the jenkins builders happy? See jenkins.torproject.org.
What about the bsd buildbots?
See http://buildbot.pixelminers.net/builders/
What about Coverity Scan?
What about clan scan-build?
Does 'make distcheck' complain?
How about 'make test-stem' and 'make test-network' and
`make test-network-full`?
- Are all those tests still happy with --enable-expensive-hardening ?
Any memory leaks?
=== II. Write a changelog
1a. (Alpha release variant)
Gather the `changes/*` files into a changelog entry, rewriting many
of them and reordering to focus on what users and funders would find
interesting and understandable.
To do this, first run `./scripts/maint/lintChanges.py changes/*` and
fix as many warnings as you can. Then run `./scripts/maint/sortChanges.py
changes/* > changelog.in` to combine headings and sort the entries.
After that, it's time to hand-edit and fix the issues that lintChanges
can't find:
1. Within each section, sort by "version it's a bugfix on", else by
numerical ticket order.
2. Clean them up:
Make stuff very terse
Make sure each section name ends with a colon
Describe the user-visible problem right away
Mention relevant config options by name. If they're rare or unusual,
remind people what they're for
Avoid starting lines with open-paren
Present and imperative tense: not past.
'Relays', not 'servers' or 'nodes' or 'Tor relays'.
"Stop FOOing", not "Fix a bug where we would FOO".
Try not to let any given section be longer than about a page. Break up
long sections into subsections by some sort of common subtopic. This
guideline is especially important when organizing Release Notes for
new stable releases.
If a given changes stanza showed up in a different release (e.g.
maint-0.2.1), be sure to make the stanzas identical (so people can
distinguish if these are the same change).
3. Clean everything one last time.
4. Run `./scripts/maint/format_changelog.py --inplace` to make it prettier
1b. (old-stable release variant)
For stable releases that backport things from later, we try to compose
their releases, we try to make sure that we keep the changelog entries
identical to their original versions, with a 'backport from 0.x.y.z'
note added to each section. So in this case, once you have the items
from the changes files copied together, don't use them to build a new
changelog: instead, look up the corrected versions that were merged
into ChangeLog in the master branch, and use those.
2. Compose a short release blurb to highlight the user-facing
changes. Insert said release blurb into the ChangeLog stanza. If it's
a stable release, add it to the ReleaseNotes file too. If we're adding
to a release-* branch, manually commit the changelogs to the later
git branches too.
3. If there are changes that require or suggest operator intervention
before or during the update, mail operators (either dirauth or relays
list) with a headline that indicates that an action is required or
appreciated.
4. If you're doing the first stable release in a series, you need to
create a ReleaseNotes for the series as a whole. To get started
there, copy all of the Changelog entries from the series into a new
file, and run `./scripts/maint/sortChanges.py` on it. That will
group them by category. Then kill every bugfix entry for fixing
bugs that were introduced within that release series; those aren't
relevant changes since the last series. At that point, it's time
to start sorting and condensing entries. (Generally, we don't edit the
text of existing entries, though.)
=== III. Making the source release.
1. In `maint-0.?.x`, bump the version number in `configure.ac` and run
`perl scripts/maint/updateVersions.pl` to update version numbers in other
places, and commit. Then merge `maint-0.?.x` into `release-0.?.x`.
(NOTE: To bump the version number, edit `configure.ac`, and then run
either `make`, or `perl scripts/maint/updateVersions.pl`, depending on
your version.)
When you merge the maint branch forward to the next maint branch, or into
master, merge it with "-s ours" to avoid a needless version bump.
2. Make distcheck, put the tarball up in somewhere (how about your
homedir on your homedir on people.torproject.org?) , and tell `#tor`
about it. Wait a while to see if anybody has problems building it.
(Though jenkins is usually pretty good about catching these things.)
=== IV. Commit, upload, announce
1. Sign the tarball, then sign and push the git tag:
gpg -ba <the_tarball>
git tag -u <keyid> tor-0.3.x.y-status
git push origin tag tor-0.3.x.y-status
(You must do this before you update the website: it relies on finding
the version by tag.)
2. scp the tarball and its sig to the dist website, i.e.
`/srv/dist-master.torproject.org/htdocs/` on dist-master. When you want
it to go live, you run "static-update-component dist.torproject.org"
on dist-master.
In the webwml.git repository, `include/versions.wmi` and `Makefile`
to note the new version.
(NOTE: Due to #17805, there can only be one stable version listed at
once. Nonetheless, do not call your version "alpha" if it is stable,
or people will get confused.)
3. Email the packagers (cc'ing tor-team) that a new tarball is up.
The current list of packagers is:
- {weasel,gk,mikeperry} at torproject dot org
- {blueness} at gentoo dot org
- {paul} at invizbox dot io
- {vincent} at invizbox dot com
- {lfleischer} at archlinux dot org
- {Nathan} at freitas dot net
- {mike} at tig dot as
- {tails-rm} at boum dot org
- {simon} at sdeziel.info
- {yuri} at freebsd.org
- {mh+tor} at scrit.ch
Also, email tor-packagers@lists.torproject.org.
4. Add the version number to Trac. To do this, go to Trac, log in,
select "Admin" near the top of the screen, then select "Versions" from
the menu on the left. At the right, there will be an "Add version"
box. By convention, we enter the version in the form "Tor:
0.2.2.23-alpha" (or whatever the version is), and we select the date as
the date in the ChangeLog.
5. Double-check: did the version get recommended in the consensus yet? Is
the website updated? If not, don't announce until they have the
up-to-date versions, or people will get confused.
6. Mail the release blurb and ChangeLog to tor-talk (development release) or
tor-announce (stable).
Post the changelog on the blog as well. You can generate a
blog-formatted version of the changelog with the -B option to
format-changelog.
When you post, include an estimate of when the next TorBrowser
releases will come out that include this Tor release. This will
usually track https://wiki.mozilla.org/RapidRelease/Calendar , but it
can vary.
=== V. Aftermath and cleanup
1. If it's a stable release, bump the version number in the
`maint-x.y.z` branch to "newversion-dev", and do a `merge -s ours`
merge to avoid taking that change into master.
2. Forward-port the ChangeLog (and ReleaseNotes if appropriate).
3. Keep an eye on the blog post, to moderate comments and answer questions.