fleet/tools/release/README.md

Releasing Fleet

Setup

This script release requires various secrets to utilize chat GPT for formatting as well as posting to Slack channels automatically

  OPEN_API_KEY           Open API key used for fallback if not provided via -o or --open-api-key option
  SLACK_GENERAL_TOKEN    Slack token to publish via curl to #general
  SLACK_HELP_INFRA_TOKEN Slack token to publish via curl to #help-infrastructure
  SLACK_HELP_ENG_TOKEN   Slack token to publish via curl to #help-engineering

This requires: jq gh git curl awk sed make ack grep

The script will check that each of these are installed and available before running

Make sure the repo is set to default (Needed only once)

  gh repo set-default

Before you begin

Make sure all tickets are tagged with the correct milestone.

Filter by both the milestone you expect and also double check no milestone to make sure you haven't missed anything, and that all tickets are in the correct GitHub Projects column.

Make sure you are on the main branch, and that you have all updates pulled locally.

Add the -d flag to any command to dry run and test the next step.

Minor Release

1. Create release candidate

./tools/release/publish_release.sh -m

This will create the minor release candidate branch, changelog PRs (main and RC branch), and the release QA issue.

2. Complete quality assurance

A Quality Assurance Engineer from each product group needs to confirm that their product group is ready before proceeding to the next step.

3. Merge changelog and version bump

Finalize and merge the two PRs. Check out the RC branch locally and pull the latest updates so that the changelog commit is the most recent commit on the branch.

4. Tag minor release

./tools/release/publish_release.sh -mg

Wait for build to run, which typically takes about fifteen minutes.

5. Publish minor release

./tools/release/publish_release.sh -muq

Wait for publish process to complete.

6. Update the fleetdm/terraform repo

Update all Fleet version references in our fleetdm/terraform repo and submit a PR.

7. Merge milestone pull requests

Merge any pull requests associated with this release milestone, which include reference documentation, feature guides, and a release announcement article.

Wait for the release article to appear on the Fleet articles page.

8. Post to LinkedIn company page

When the release article is published, create a LinkedIn post on Fleet's company page. Copy the previous version announcement post, update the headline features and associated emojis, and update the URL to point to the new release article. Publish the LinkedIn post, then copy a link to the post.

Open the Fleet releaser script and search for a variable called linkedin_post_url. Change the associated value to the new LinkedIn post URL.

9. Announce release

./tools/release/publish_release.sh -mnu -v {current_version}

Change {current_version} to the current version that was just released. For example: ./tools/release/publish_release.sh -mnu -v 4.50.0.

Open the Fleet channels in the osquery Slack and MacAdmins Slack and update the topic to point to the new release.

10. Conclude the milestone

Complete the conclude the milestone ritual.

Patch release

1. Create release candidate

./tools/release/publish_release.sh

This will create the patch release candidate branch, changelog PRs (main and RC branch), and the release QA issue.

2. Complete quality assurance

A Quality Assurance Engineer from each product group needs to confirm that their product group is ready before proceeding to the next step.

3. Merge changelog and version bump

Finalize and merge the two PRs. Check out the RC branch locally and pull the latest updates so that the changelog commit is the most recent commit on the branch.

4. Tag patch release

./tools/release/publish_release.sh -g

Wait for build to run, which typically takes about fifteen minutes.

5. Publish patch release

./tools/release/publish_release.sh -u

During the publish process, the release script will attempt to publish fleetctl to NPM. If this times out or otherise fails, you need to publish to NPM manually. From the /tools/fleetctl-npm/ directory, run npm publish.

6. Update the fleetdm/terraform repo

Update all Fleet version references in our fleetdm/terraform repo and submit a PR.

7. Announce the release

The release script will announce the patch in the #general channel. Open the Fleet channels in the osquery Slack and MacAdmins Slack and update the topic to point to the new release.

7. Conclude the milestone

Complete the conclude the milestone ritual.