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| --- | ||
| name: Publish a patch release | ||
| about: Publish a new Orchard Core patch release | ||
| title: 'Release v' | ||
| labels: release | ||
| assignees: '' | ||
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| --- | ||
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| # Release Patch Preparation Guide | ||
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| ## Step 1: Backporting Pull Requests | ||
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| 1. **Identify PRs**: Review any pull requests (PRs) that need to be backported to the release branch. | ||
| 2. **Backporting Process**: For PRs merged into the main branch that need to be applied to `release/2.1`, comment on the merged PR with `/backport to release/2.1`. This action will trigger GitHub to create a new PR with the same changes for the `release/2.1` branch. | ||
| 3. **Merge PRs**: Once all necessary PRs are created, merge them into the `release/2.1` branch. | ||
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| ## Step 2: Administration Tasks | ||
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| #### Create Pull Request: | ||
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| - From the `release/2.1` branch, create a new branch for your release (e.g., `release-2.1.1`). | ||
| - Update version references in the documentation. Refer to [this PR](https://github.com/OrchardCMS/OrchardCore/pull/17065/files) for an example. | ||
| - **Version Updates Checklist**: | ||
| - [ ] **Update `OrchardCore.Commons.props`**: Set `<VersionSuffix></VersionSuffix>` to prevent preview build numbers. Ensure `VersionPrefix` matches the released version. | ||
| - [ ] **Update Module Versions**: Modify `src/OrchardCore/OrchardCore.Abstractions/Modules/Manifest/ManifestConstants.cs` as needed. | ||
| - [ ] **Release Notes**: Finalize release notes in the documentation, including: | ||
| - Highlights and goals of the release. | ||
| - Prerequisites for running the new version. | ||
| - Upgrade steps and any breaking changes. | ||
| - [ ] **Update Documentation Navigation**: Add the release notes page to `mkdocs.yml` navigation and remove it from `not_in_nav`. | ||
| - [ ] **Version Mentions**: Update all references to the new version throughout the documentation, including: | ||
| - [Status in the root README](https://docs.orchardcore.net/en/latest/#status) | ||
| - CLI templates and commands. | ||
| - Relevant guides, such as the [Creating a new decoupled CMS Website](https://docs.orchardcore.net/en/latest/guides/decoupled-cms/) guide. | ||
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| ## Step 3: Create New Release | ||
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| 1. Navigate to the [GitHub Releases page](https://github.com/OrchardCMS/OrchardCore/releases/new). | ||
| 2. In the "**Choose a tag**" menu, enter the new version number including `v` (e.g., `v2.1.1`) and select "**+ Create tag: v... on publish**." | ||
| 3. Change the target branch from `main` to your target branch (e.g., `release/2.1`). | ||
| 4. Enter the version number in the Title field (e.g., `2.1.1`). | ||
| 5. Click **Generate release notes** to auto-generate release notes. | ||
| 6. Ensure the "Set as the latest release" checkbox is checked, then click **Publish release**. | ||
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| ## Step 4: Align Branches | ||
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| 1. **Merge to Main**: After releasing the new version, merge the release branch into the main branch to ensure main contains all administration changes. | ||
| - Create a pull request from the release branch into main. | ||
| - **Important**: DO NOT resolve conflicts using GitHub's interface; use other tools (e.g., Fork) to manage conflicts and avoid auto-merging main into the release branch. Resolving conflicts using GitHub will automatically merge main into the release branch which MUST be avoided. | ||
| - Once conflicts are resolved, merge the PR into main. | ||
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| ## Step 5: Housekeeping | ||
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| - [ ] Assign the milestone of the release version to the issue. | ||
| - [ ] Close any remaining issues for this version or assign them to the next release. | ||
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| ## Step 6: Validation | ||
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| 1. **Check Functionality**: Ensure that the [`OrchardCore.Samples`](https://github.com/OrchardCMS/OrchardCore.Samples) works as expected. | ||
| 2. **Test Guides**: Test the following guides with NuGet packages from the Cloudsmith feed: | ||
| - [Creating a modular ASP.NET Core application](https://docs.orchardcore.net/en/latest/guides/create-modular-application-mvc/) | ||
| - [Creating an Orchard Core CMS website](https://docs.orchardcore.net/en/latest/guides/create-cms-application/) | ||
| - [Creating a new decoupled CMS Website](https://docs.orchardcore.net/en/latest/guides/decoupled-cms/) | ||
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| ## Step 7: Publicize the Release | ||
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| 1. Announce the new release: | ||
| - [ ] Tweet using the Orchard-Core-X-Twitter project. | ||
| - [ ] Post in the [Orchard Core LinkedIn group](https://www.linkedin.com/groups/13605669/). | ||
| - [ ] Share on the [Orchard Core Facebook page](https://www.facebook.com/OrchardCore/). |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -1,86 +1,75 @@ | ||
| --- | ||
| name: Publish a release | ||
| name: Publish a major or minor release | ||
| about: Publish a new Orchard Core release | ||
| title: 'Release v' | ||
| labels: release | ||
| assignees: '' | ||
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| --- | ||
| <!-- Be sure to also read https://docs.orchardcore.net/en/latest/topics/publishing-releases/. While the checklist is in a recommended order not every step depends strictly on the previous ones. | ||
| `<version name>` should be replaced with the current version, e.g. "1.8.0.". --> | ||
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| ### Prepare the project | ||
| # Release Major or Minor Preparation Guide | ||
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| Do some housekeeping on GitHub in the [main repo](https://github.com/OrchardCMS/OrchardCore). | ||
| ## Housekeeping on GitHub | ||
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| - [ ] Assign the milestone of the release's version to this issue. | ||
| - [ ] Close remaining issues for the version (including merging corresponding pull requests if suitable) or assign them to the next one. | ||
| - [ ] Assign all issues that were closed for an upcoming version (including a wildcard version like "1.0.x") to this version (milestone). | ||
| - [ ] **Address Outstanding Issues**: Resolve any remaining issues for the current version. | ||
| - [ ] **Merge Relevant Pull Requests**: Merge any applicable pull requests or assign outstanding issues to the next release. | ||
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| ### Prepare the code and documentation | ||
| ## Code and Documentation Updates | ||
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| Update the source, so everything looks like on the new version. | ||
| - [ ] **Create Release Branch**: Create a new `release/<version name>` branch (e.g., `release/3.0.0`) from the `main` branch to facilitate future patch releases. | ||
| - [ ] **Check CI Workflow**: Verify that the [release_ci](https://github.com/OrchardCMS/OrchardCore/blob/main/.github/workflows/release_ci.yml) workflow is using the correct .NET version. | ||
| - [ ] **Update Documentation**: Open a new pull request for the following updates: | ||
| - **Update `OrchardCore.Commons.props`**: Set `<VersionSuffix></VersionSuffix>` to prevent preview build numbers and ensure `VersionPrefix` matches the released version. | ||
| - **Update Module Versions**: Modify `src/OrchardCore/OrchardCore.Abstractions/Modules/Manifest/ManifestConstants.cs` as necessary. | ||
| - **Finalize Release Notes**: Complete the release notes in the documentation, including: | ||
| - Highlights and goals of the release. | ||
| - Prerequisites for running the new version. | ||
| - Upgrade steps and any breaking changes. | ||
| - **Update Documentation Navigation**: Add the release notes page to `mkdocs.yml` and remove it from `not_in_nav`. | ||
| - **Revise Version Mentions**: Update all references to the new version throughout the documentation, including: | ||
| - [Status in the root README](https://docs.orchardcore.net/en/latest/#status) | ||
| - CLI templates and commands. | ||
| - Relevant guides, such as [Creating a new decoupled CMS Website](https://docs.orchardcore.net/en/latest/guides/decoupled-cms/). | ||
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| - [ ] Create a `release/<version name>` branch (e.g., `release/1.8.0`) from `main` or the previous release branch. This is necessary to target pull requests for the upcoming release. | ||
| - [ ] Create an issue branch out of this branch as usual. | ||
| - [ ] Check the [release_ci](https://github.com/OrchardCMS/OrchardCore/blob/main/.github/workflows/release_ci.yml) workflow is using the expected .NET version to build the Docker images. | ||
| - [ ] Update the `OrchardCore.Commons.props` file with `<VersionSuffix></VersionSuffix>` such that preview build numbers are not injected in packages. Verify the `VersionPrefix` tag matches the released version. | ||
| - [ ] Update module versions in `src/OrchardCore/OrchardCore.Abstractions/Modules/Manifest/ManifestConstants.cs`. | ||
| - [ ] Create a new milestone. | ||
| - [ ] Add final updates to the release notes in the documentation. It should include the following, at least: | ||
| - Overview of the release's highlights and goals. What do you want people to remember this release for? | ||
| - Prerequisites. What framework version do you need, anything else to work with Orchard? | ||
| - Upgrade steps, any migration necessary from previous versions, and any breaking changes. | ||
| - [ ] Add the release notes documentation page to the documentation site's navigation in `mkdocs.yml` and remove it from `not_in_nav`. | ||
| - [ ] Update the documentation to mention the version in all places where the latest version is referenced, for example, but not limited to (do a search for the package version string): [Status in the root README](https://docs.orchardcore.net/en/latest/#status), CLI templates, commands, the [Creating a new decoupled CMS Website](https://docs.orchardcore.net/en/latest/guides/decoupled-cms/) guide. | ||
| ## Translation Updates | ||
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| ### Test the release | ||
| - [ ] **Update Translations**: After finalizing code changes, update translations in the [Translations project](https://github.com/OrchardCMS/OrchardCore.Translations): | ||
| - Update .po files using [PoExtractor](https://github.com/lukaskabrt/PoExtractor) to refresh [Crowdin](https://crowdin.com/project/orchard-core). | ||
| - Publish the new version on NuGet. | ||
| - Update the `OrchardCore.Translations.All` package reference in the main repository's `./Dependencies.Packages.props` file. | ||
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| Make sure everything works all right. | ||
| ## Creating the New Release | ||
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| - [ ] Make sure that [`OrchardCore.Samples` works](https://github.com/OrchardCMS/OrchardCore.Samples). | ||
| - [ ] Test the [guides](https://docs.orchardcore.net/en/latest/guides/) with the NuGet packages from the Cloudsmith feed (branches under `release/` are automatically published too). Test at least the following guides: | ||
| - [Creating a modular ASP.NET Core application](https://docs.orchardcore.net/en/latest/guides/create-modular-application-mvc/) | ||
| - [Creating an Orchard Core CMS website](https://docs.orchardcore.net/en/latest/guides/create-cms-application/) | ||
| - [Creating a new decoupled CMS Website](https://docs.orchardcore.net/en/latest/guides/decoupled-cms/) | ||
| - [ ] Re-certify Orchard Core for the latest major version of Red Hat Enterprise Linux if a new version has been released (e.g., v10 after v9). Refer to Orchard's [Red Hat Ecosystem Catalog profile](https://catalog.redhat.com/software/applications/detail/223797) for the previously certified version, the [Red Hat Customer Portal](https://access.redhat.com/articles/3078) for the latest version, and [our certification guide](https://docs.orchardcore.net/en/latest/topics/red-hat-ecosystem-catalog-certification/) for the certification steps. | ||
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| ### Prepare and publish Orchard Core Translations | ||
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| Update everything in the [Translations project](https://github.com/OrchardCMS/OrchardCore.Translations). Only do this once all the code changes are done since localized strings can change until then. | ||
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| - [ ] Update .po files with [PoExtractor](https://github.com/lukaskabrt/PoExtractor). This will also update [Crowdin](https://crowdin.com/project/orchard-core). | ||
| - [ ] Publish the new version on NuGet. | ||
| - [ ] Update the `OrchardCore.Translations.All` package reference in the main repo's _./Dependencies.Packages.props_ file to refer to the new NuGet package. | ||
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| ### Publish the release | ||
| 1. Navigate to the [GitHub Releases page](https://github.com/OrchardCMS/OrchardCore/releases/new). | ||
| 2. In the "**Choose a tag**" menu, enter the new version number (e.g., `v3.0.0`) and select "**+ Create tag: v... on publish**." | ||
| 3. Change the target branch from `main` to your release branch (e.g., `release/3.0`). | ||
| 4. Enter the version number in the Title field (e.g., `3.0.0`). | ||
| 5. Click **Generate release notes** to automatically create release notes. | ||
| 6. Ensure the "Set as the latest release" checkbox is checked, then click **Publish release**. | ||
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| Do the harder parts of making the release public. This should come after everything above is done. | ||
| ## Validation | ||
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| - [ ] Tag the head of `release/<version name>` with the version. Include `v` in the name, e.g. `v1.8.0`. | ||
| - [ ] Merge `release/<version name>` to `main`. | ||
| - You'll need to create a pull request. | ||
| - If this is a main branch release (release/x.y), squash merge the PR. If this is a patch release (release/x.y.z for instance) don't resolve the conflicts in GH (as it would merge main to release/x.y.z) but in git. Then push from git. | ||
| - Restore the branch that GH deletes automatically from the merged PR. | ||
| - [ ] Create and publish a release [on GitHub](https://github.com/OrchardCMS/OrchardCore/releases/new). | ||
| - Generate release notes. | ||
| - Add a link to the release notes in the docs (something like `For details on this version see the [release notes in the documentation](link here).`). Note that the docs will only be built once the branch is merged to `main`. | ||
| - [ ] Test the [guides](https://docs.orchardcore.net/en/latest/guides/) with the packages now automatically published to NuGet. Test at least the following guides: | ||
| - [ ] **Test Samples**: Confirm that [`OrchardCore.Samples`](https://github.com/OrchardCMS/OrchardCore.Samples) functions correctly. | ||
| - [ ] **Validate Guides**: Test the following guides using the latest NuGet packages from the Cloudsmith feed: | ||
| - [Creating a modular ASP.NET Core application](https://docs.orchardcore.net/en/latest/guides/create-modular-application-mvc/) | ||
| - [Creating an Orchard Core CMS website](https://docs.orchardcore.net/en/latest/guides/create-cms-application/) | ||
| - [Creating a new decoupled CMS Website](https://docs.orchardcore.net/en/latest/guides/decoupled-cms/) | ||
| - [ ] Update [Try Orchard Core](https://github.com/OrchardCMS/TryOrchardCore). | ||
| - [ ] **Re-certify for Red Hat**: If a new major version of Red Hat Enterprise Linux is released (e.g., v10 after v9), re-certify Orchard Core. Refer to: | ||
| - Orchard's [Red Hat Ecosystem Catalog profile](https://catalog.redhat.com/software/applications/detail/223797) for the last certified version. | ||
| - [Red Hat Customer Portal](https://access.redhat.com/articles/3078) for the latest version details. | ||
| - [Certification guide](https://docs.orchardcore.net/en/latest/topics/red-hat-ecosystem-catalog-certification/) for certification steps. | ||
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| ### Publicize the release | ||
| ## Post-Release Tasks | ||
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| Let the whole world know about our shiny new release. Savor this part! These steps will make the release public so only do them once everything else is ready. | ||
| - [ ] **Create New Milestone**: Set up a new milestone for the next release and close the previous one. | ||
| - [ ] **Prepare Documentation for Next Version**: Create a new release notes file for the next version in the `OrchardCore.Docs` project (e.g., `/releases/4.0.0.md`). Exclude it from navigation and validation under `not_in_nav` in `mkdocs.yml`. | ||
| - [ ] **Update Commons.props for Next Release**: Modify `OrchardCore.Commons.props` with the next release number and set `<VersionSuffix>preview</VersionSuffix>` for preview builds. | ||
| - [ ] **Reassign Issues**: Reassign all closed issues from the current version milestone to the upcoming version milestone. | ||
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| - [ ] Tweet | ||
| - [ ] Post to the [Orchard Core LinkedIn group](https://www.linkedin.com/groups/13605669/) | ||
| - [ ] Post to the [Orchard Core Facebook page](https://www.facebook.com/OrchardCore/) | ||
| ## Publicize the Release | ||
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| ### After the release is done | ||
| Share the news of the new release with the community: | ||
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| - [ ] Create a new milestone with the next release number and close the old milestone. | ||
| - [ ] Create a new release notes documentation file for the next version in the `OrchardCore.Docs` project. (e.g., `/releases/1.8.0.md`). Don't add it to the docs navigation and exclude it from validation under `not_in_nav` with `mkdocs.yml`. | ||
| - [ ] Update the `OrchardCore.Commons.props` file with the next release number, and `<VersionSuffix>preview</VersionSuffix>` such that preview builds use the new one. | ||
| - [ ] Tweet about the release. | ||
| - [ ] Post on the [Orchard Core LinkedIn group](https://www.linkedin.com/groups/13605669/). | ||
| - [ ] Share on the [Orchard Core Facebook page](https://www.facebook.com/OrchardCore/). |