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-# Putting out a new release
+# How to Release Tor
Here are the steps that the maintainer should take when putting out a
-new Tor release:
+new Tor release. It is split in 3 stages and coupled with our Tor CI Release
+pipeline.
-## 0. Preliminaries
+Before we begin, first rule is to make sure:
-1. Get at least two of weasel/arma/Sebastian to put the new
- version number in their approved versions list. Give them a few
- days to do this if you can.
+ - Our CIs (*nix and Windows) pass for each version to release
+ - Coverity has no new alerts
-2. If this is going to be an important security release, give these packagers
- some advance warning:
+## 0. Security Release
- - {weasel,sysrqb,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
- - {security} at brave.com
-
-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. Make sure that CI passes: have a look at Travis
- (https://travis-ci.org/torproject/tor/branches), Appveyor
- (https://ci.appveyor.com/project/torproject/tor/history), and
- Jenkins (https://jenkins.torproject.org/view/tor/).
- Make sure you're looking at the right branches.
-
- If there are any unexplained failures, try to fix them or figure them
- out.
-
-2. Verify that there are no big outstanding issues. You might find such
- issues --
-
- * On Trac
-
- * On coverity scan
-
- * On OSS-Fuzz
-
-## II. Write a changelog
+To start with, if you are doing a security release, this must be done few days
+prior to the release:
-1a. (Alpha release variant)
+ 1. If this is going to be an important security release, give the packagers
+ advance warning, via `tor-packagers@lists.torproject.org`.
- 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, run `./scripts/maint/sortChanges.py changes/* > changelog.in`
- to combine headings and sort the entries. Copy the changelog.in file into
- the ChangeLog. Run `format_changelog.py --inplace` (see below) to clean up
- the line breaks.
+## 1. Preliminaries
- Remove the `changes/*` files that you just merged into the ChangeLog.
+The following must be done **2 days** at the very least prior to the release:
- After that, it's time to hand-edit and fix the issues that
- lintChanges can't find:
+ 1. Add the version(s) in the dirauth-conf git repository as the
+ RecommendedVersion and RequiredVersion so they can be approved by the
+ authorities and be in the consensus before the release.
- 1. Within each section, sort by "version it's a bugfix on", else by
- numerical ticket order.
+ 2. Send a pre-release announcement to `tor-project@lists.torproject.org` in
+ order to inform every teams in Tor of the upcoming release. This is so
+ we can avoid creating release surprises and sync with other teams.
- 2. Clean them up:
+ 3. Ask the network-team to review the `changes/` files in all versions we
+ are about to release. This step is encouraged but not mandatory.
- Make stuff very terse
- Describe the user-visible problem right away
+## 2. Tarballs
- Mention relevant config options by name. If they're rare or unusual,
- remind people what they're for
+To build the tarballs to release, we need to launch the CI release pipeline:
- Avoid starting lines with open-paren
+ https://gitlab.torproject.org/tpo/core/tor-ci-release
- Present and imperative tense: not past.
+The `versions.yml` needs to be modified with the Tor versions you want to
+release. Once done, git commit and push to trigger the release pipeline.
- "Relays", not "servers" or "nodes" or "Tor relays".
+The first two stages (Preliminary and Patches) will be run automatically. The
+Build stage needs to be triggered manually once all generated patches have
+been merged upstream.
- "Onion services", not "hidden services".
+ 1. Download the generated patches from the `Patches` stage.
- "Stop FOOing", not "Fix a bug where we would FOO".
+ 2. For the ChangeLog and ReleaseNotes, you need to write a blurb at the top
+ explaining a bit the release.
- 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.
+ 3. Review, modify if needed, and merged them upstream.
- 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).
+ 4. Manually trigger the `maintained` job in the `Build` stage so the CI can
+ build the tarballs without errors.
- 3. Clean everything one last time.
+Once this is done, each selected developers need to build the tarballs in a
+reproducible way using:
- 4. Run `./scripts/maint/format_changelog.py --inplace` to make it prettier
+ https://gitlab.torproject.org/tpo/core/tor-ci-reproducible
-1b. (old-stable release variant)
+Steps are:
- 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.
+ 1. Run `./build.sh` which will download everything you need, including the
+ latest tarballs from the release CI, and auto-commit the signatures if
+ the checksum match. You will need to confim the commits.
- Add "backport from X.Y.Z" in the section header for these entries.
+ 2. If all is good, `git push origin main` your signatures.
-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.
+Once all signatures from all selected developers have been committed:
-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.
+ 1. Manually trigger the `signature` job in the `Post-process` stage of the
+ CI release pipeline.
-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.)
+ 2. If it passes, the tarball(s) and signature(s) will be available as
+ artifacts and should be used for the release.
-## III. Making the source release.
+ 3. Put them on `dist.torproject.org`:
-1. In `maint-0.?.x`, bump the version number in `configure.ac` and run
- `make update-versions` to update version numbers in other
- places, and commit. Then merge `maint-0.?.x` into `release-0.?.x`.
+ Upload the tarball and its sig to the dist website, i.e.
+ `/srv/dist-master.torproject.org/htdocs/` on dist-master. Run
+ "static-update-component dist.torproject.org" on dist-master.
- When you merge the maint branch forward to the next maint branch, or into
- master, merge it with "-s ours" to avoid conflict with the version
- bump.
+ In the `project/web/tpo.git` repository, update `databags/versions.ini`
+ to note the new version. Push these changes to `master`.
-2. Make distcheck, put the tarball up in somewhere (how about your
- homedir on people.torproject.org?) , and tell `#tor-dev`
- about it.
+ (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.)
- If you want, wait until at least one person has built it
- successfully. (We used to say "wait for others to test it", but our
- CI has successfully caught these kinds of errors for the last several
- years.)
+ (NOTE: It will take a while for the website update scripts to update the
+ website.)
-3. Make sure that the new version is recommended in the latest consensus.
- (Otherwise, users will get confused when it complains to them
- about its status.)
- If it is not, you'll need to poke Roger, Weasel, and Sebastian again: see
- item 0.1 at the start of this document.
+## 3. Post Process
-## IV. Commit, upload, announce
+Once the tarballs have been uploaded and are ready to be announced, we need to
+do the following:
-1. Sign the tarball, then sign and push the git tag:
+ 1. Tag versions (main and maint) using `git tag -s tor-0.x.y.z-<status>`
+ and then push the tags: `git push origin --tags`
-```console
-$ gpg -ba <the_tarball>
-$ git tag -s tor-0.4.x.y-<status>
-$ git push origin tag tor-0.4.x.y-<status>
-```
+ 2. Merge upstream the artifacts from the `patches` job in the
+ `Post-process` stage of the CI release pipeline.
- (You must do this before you update the website: the website scripts
- rely on finding the version by tag.)
+ 3. Write and post the release announcement for the `forum.torproject.net`
+ in the `News -> Tor Release Announcement` category.
- (If your default PGP key is not the one you want to sign with, then say
- "-u <keyid>" instead of "-s".)
+ If possible, mention in which Tor Browser version (with dates) the
+ release will be in. This usually only applies to the latest stable.
-2. scp the tarball and its sig to the dist website, i.e.
- `/srv/dist-master.torproject.org/htdocs/` on dist-master. Run
- "static-update-component dist.torproject.org" on dist-master.
+ 4. Inform `tor-talk@lists.torproject.org` with the releasing pointing to
+ the Forum. Append the ChangeLog there. We do this until we can automate
+ such post from the forum directly.
- In the project/web/tpo.git repository, update `databags/versions.ini`
- to note the new version. Push these changes to master.
+### New Stable
- (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.)
+ 1. Create the `maint-x.y.z` and `release-x.y.z` branches and update the
+ `./scripts/git/git-list-tor-branches.sh` with the new version.
- (NOTE: It will take a while for the website update scripts to update
- the website.)
+ 2. Add the new version in `./scripts/ci/ci-driver.sh`.
-3. Email the tor-packagers@lists.torproject.org mailing list to tell them
- about the new release.
+ 3. Forward port the ChangeLog and ReleaseNotes into main branch. Remove any
+ change logs of stable releases in ReleaseNotes.
- Also, email tor-packagers@lists.torproject.org.
- Mention where to download the tarball (https://dist.torproject.org).
+## Appendix: An alternative means to notify packagers
- Include a link to the changelog.
+If for some reason you need to contact a bunch of packagers without
+using the publicly archived tor-packagers list, you can try these
+people:
-4. Wait for the download page to be updated. (If you don't do this before you
- announce, people will be confused.)
-
-5. 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
- `./scripts/maint/format_changelog.py -B`
-
- 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.
-
- For templates to use when announcing, see:
- https://gitlab.torproject.org/tpo/core/team/-/wikis/NetworkTeam/AnnouncementTemplates
-
-## 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. If there is a new `maint-x.y.z` branch, create a Travis CI cron job that
- builds the release every week. (It's ok to skip the weekly build if the
- branch was updated in the last 24 hours.)
-
-3. Forward-port the ChangeLog (and ReleaseNotes if appropriate) to the
- master branch.
-
-4. Keep an eye on the blog post, to moderate comments and answer questions.
+ - {weasel,sysrqb,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
+ - {security} at brave.com