--- title: Release Process description: 'cert-manager contributing: Release process' --- This document aims to outline the process that should be followed for cutting a new release of cert-manager. If you would like to know more about current releases and the timeline for future releases, take a look at the [Supported Releases](../releases/README.md) page. ## Prerequisites ⛔️ Do not proceed with the release process if you do not meet all of the following conditions: 1. The relevant [testgrid dashboard](https://testgrid.k8s.io/cert-manager) should not be failing for the release you're trying to perform. 2. The cert-manager [`govulncheck` GitHub Action](https://github.com/cert-manager/cert-manager/actions/workflows/govulncheck.yaml) must be passing on the branch you're trying to release. If necessary, run `make verify-govulncheck` locally. 3. The release process **takes about 40 minutes**. You must have time to complete all the steps. 4. You need to have the GitHub `admin` permission on the cert-manager project. To check that you have the `admin` role, run: ```bash brew install gh gh auth login gh api /repos/cert-manager/cert-manager/collaborators/$(gh api /user | jq -r .login)/permission | jq .permission ``` If your permission is `admin`, then you are good to go. To request the `admin` permission on the cert-manager project, [open a PR](https://github.com/jetstack/platform-board/pulls/new) with a link to here. 5. You need to be added as an "Editor" to the GCP project [cert-manager-release](https://console.cloud.google.com/?project=cert-manager-release). To check if you do have access, try opening [the Cloud Build page](https://console.cloud.google.com/cloud-build?project=cert-manager-release). To get the "Editor" permission on the GCP project, you need to be a maintainer. If you are, open a PR with your email address added to the release manager list in [`variables.tf`](https://github.com/cert-manager/infrastructure/blob/665d53cb01c871dc30232dfa84cde62effb0ab56/gcp/variables.tf#L3) You may use the following PR description: ```markdown Title: Access to the cert-manager-release GCP project Hi. As stated in "Prerequisites" on the [release-process][1] page, I need access to the [cert-manager-release][2] project on GCP in order to perform the release process. Thanks! [1]: https://cert-manager.io/docs/contributing/release-process/#prerequisites [2]: https://console.cloud.google.com/?project=cert-manager-release ``` 6. You need to be a developer on the (private) project https://github.com/jetstack/jetstack-secure. For now, only Palo Alto employees are able to do that. This is required for publishing the regular Helm chart. 7. You need to have "write" access to the https://quay.io/jetstack organization. only Palo Alto employees are able to do that. This is required for publishing the OCI Helm chart. This guide applies for versions of cert-manager released using `make`, which is every version from cert-manager 1.8 and newer. If you need to release a version of cert-manager 1.7 or earlier see [older releases](#older-releases). ## Tool Setup First, ensure that you have all the tools required to perform a cert-manager release: 1. Install the [`release-notes`](https://github.com/kubernetes/release/blob/master/cmd/release-notes/README.md) CLI: ```bash go install k8s.io/release/cmd/release-notes@v0.13.0 ``` 2. Install our [`cmrel`](https://github.com/cert-manager/release) CLI: ```bash go install github.com/cert-manager/release/cmd/cmrel@latest ``` 3. Clone the `cert-manager/release` repo: ```bash # Don't clone it from inside the cert-manager repo folder. git clone https://github.com/cert-manager/release cd release ``` 4. Install the [`gcloud`](https://cloud.google.com/sdk/) CLI. 5. [Login](https://cloud.google.com/sdk/docs/authorizing#running_gcloud_auth_login) to `gcloud`: ```bash gcloud auth application-default login ``` 6. Make sure `gcloud` points to the cert-manager-release project: ```bash gcloud config set project cert-manager-release export CLOUDSDK_CORE_PROJECT=cert-manager-release # this is used by cmrel ``` 7. Get a GitHub access token [here](https://github.com/settings/tokens) with no scope ticked. It is used only by the `release-notes` CLI to avoid API rate limiting since it will go through all the PRs one by one. 8. Ensure that you have `gsutil` installed; it's part of the Google Cloud SDK. 9. Ensure you have `cosign` installed. See [the cosign installation instructions](https://docs.sigstore.dev/cosign/system_config/installation/). 10. Ensure you have permissions to push to the OCI Helm chart registry, `quay.io/jetstack/charts`. You may need to run commands from [Helm's documentation](https://helm.sh/docs/topics/registries/#commands-for-working-with-registries). Specifically, you will need to have run `helm registry login -u=USERNAME -p=PASSWORD quay.io` to authenticate with the registry. Credentials can be obtained from the `quay.io` web UI if you're already a member of the `jetstack` organization on Quay. ## Minor releases A minor release is a backwards-compatible 'feature' release. It can contain new features and bug fixes. ### Process for releasing a version :::info 🔰 Please click on the **Edit this page** button on the top-right corner of this page if a step is missing or if it is outdated. ::: 1. Remind yourself of our release terminology by looking at the following table. This will allow you to know which steps to skip by looking the header of the step, e.g., **(final release only)** means that this step must only be performed when doing a final release. | Type of release | Example of git tag | |------------------------------------|--------------------| | initial alpha release | `v1.3.0-alpha.0` | | subsequent alpha release | `v1.3.0-alpha.1` | | initial beta release | `v1.3.0-beta.0` | | subsequent beta release | `v1.3.0-beta.1` | | final release | `v1.3.0` | | (optional) patch pre-release[^1] | `v1.3.1-beta.0` | | patch release (or "point release") | `v1.3.1` | [^1]: One or more "patch pre-releases" may be created to allow voluntary community testing of a bug fix or security fix before the fix is made generally available. The suffix `-beta` must be used for patch pre-releases. 2. Set the 4 environment variables by copying the following snippet in your shell table: ```bash export RELEASE_VERSION="v1.3.0-alpha.0" export START_TAG="v1.2.0" export END_REV="release-1.3" export BRANCH="release-1.3" ``` > **Note:** To help you fill in the correct values, use the following > examples: > > | Variable | Example 1 | Example 2 | Example 2 | Example 3 | Example 4 | > | ----------------- | ---------------- | ---------------- | ---------------- | ------------- | ------------- | > | | initial alpha | subsequent alpha | beta release | final release | patch release | > | `RELEASE_VERSION` | `v1.3.0-alpha.0` | `v1.3.0-alpha.1` | `v1.3.0-beta.0` | `v1.3.0` | `v1.3.1` | > | `START_TAG` | `v1.2.0` | `v1.3.0-alpha.0` | `v1.3.0-alpha.1` | `v1.2.0`\* | `v1.3.0` | > | `END_REV` | `master` | `master` | `release-1.3` | `release-1.3` | `release-1.3` | > | `BRANCH` | `master` | `master` | `release-1.3` | `release-1.3` | `release-1.3` | > > \*Do not use a patch here (e.g., no `v1.2.3`). It must be `v1.2.0`: > you must use the latest tag that belongs to the release branch you are > releasing on; in the above example, the release branch is > `release-1.3`, and the latest tag on that branch is `v1.2.0`. > **Note:** The 4 variables are described in [the README of the `release-notes` tool](https://github.com/kubernetes/release/blob/master/cmd/release-notes/README.md#options). For your convenience, the following table summarizes what you need to know: > > | Variable | Description | > | ----------------- | --------------------------------------- | > | `RELEASE_VERSION` | The git tag | > | `START_TAG`\* | The git tag of the "previous"\* release | > | `END_REV` | Name of your release branch (inclusive) | > | `BRANCH` | Name of your release branch | 5. (**final release**) Prepare the "Docs Freeze" PR **⚠️ This step can be done ahead of time.** Imagining that you are about to release v1.20.0, run the following from the master branch: ``` ./scripts/freeze-docs 1.19 ``` Then, create a PR "Freeze 1.19" on `master`. 4. (**final + patch releases**) Prepare the "Release Notes" PR. **⚠️ This step can be done ahead of time.** Create a PR on the website titled "Release And Upgrade Notes". - If you are doing a **final release**, then this PR's base must be the `release-next` branch. - If you are doing a **patch release**, then this PR's base must be `master`. The PR will contain the following: 1. Run the `release-notes` command (see instructions further down below in this page). 1. (**final release**) Move the generated `website-release-notes.md` to `content/docs/release-notes/release-notes-1.20.md`. Make sure to edit it to match the format of our past release notes. 2. (**patch release**) Add the contents of the generated `website-release-notes.md` to a new section of the existing release, e.g., in `content/docs/release-notes/release-notes-1.20.md`. 2. (**final release**) Create a new file: ``` content/docs/releases/upgrading/upgrading-1.19-1.20.md ``` See for example: [upgrading-1.0-1.1](https://cert-manager.io/docs/releases/upgrading/upgrading-1.0-1.1.md). 2. (**final release**) Add an entry to `content/docs/manifest.json` for the new release note file: ```yaml { "routes": [ # ... { "title": "Upgrade 1.19 to 1.20", "path": "/docs/releases/upgrading/upgrading-1.19-1.20.md" }, { "title": "1.20", "path": "/docs/releases/release-notes/release-notes-1.20.md" } ] } ``` 5. (**final + patch releases**) Prepare the "Version Bumps" PR: **⚠️ This step can be done ahead of time.** Create a PR on the website titled something like "Bump versions". - If you are doing a **final release**, then this PR's base must be the `release-next` branch. - If you are doing a **patch release**, then this PR's base must be `master`. In this PR: 1. Update the CRD and CLI docs with the following instructions: Imagining that you are about to release v1.20.0, edit `scripts/gendocs/generate-new-import-path-docs` to change `CM_BRANCH` and `DOCS_FOLDER` to: ```bash CM_BRANCH="release-1.20" DOCS_FOLDER="docs" ``` Then, run: ```bash ./scripts/gendocs/generate ``` 2. (**final + patch release of the latest minor version**) Bump the latest cert-manager version variable in the `content/docs/variables.json` file. For example, if you are releasing v1.20.0: ```json {"cert_manager_latest_version": "v1.20.0"} ``` 3. (**final release**) Edit `content/docs/releases/README.md` and: - update the section "Supported releases", - update the section "How we determine supported Kubernetes versions". 6. Check that the `origin` remote is correct. To do that, run the following command and make sure it returns the upstream `https://github.com/cert-manager/cert-manager.git`: ```bash # Must be run from the cert-manager repo folder. git remote -v | grep origin ``` It should show: ```text origin https://github.com/cert-manager/cert-manager (fetch) origin https://github.com/cert-manager/cert-manager (push) ``` 7. Place yourself on the correct branch: - **(initial alpha and subsequent alpha)**: place yourself on the `master` branch: ```bash git checkout master git pull origin master ``` - **(initial beta only)** The release branch doesn't exist yet, so let's create it and push it: ```bash # Must be run from the cert-manager repo folder. git checkout master git pull origin master git checkout -b release-1.12 master git push origin release-1.12 ``` **GitHub permissions**: `git push` will only work if you have the `admin` GitHub permission on the cert-manager repo to create or push to the branch, see [prerequisites](#prerequisites). If you do not have this permission, you will have to open a PR to merge master into the release branch), and wait for the PR checks to become green. - **(initial beta only)** Create a PR on the release branch you just created to edit the file `make/_shared/klone/01_mod.mk`: ```diff -shared_generate_targets += generate-klone +# MANUAL CHANGE! +# generate-klone is removed so we can manually update versions +# and diverge from upstream klone +# shared_generate_targets += generate-klone ``` This is required to prevent future Go version bumps on the release branch from being reverted by `make generate`. Example PR: [#8578](https://github.com/cert-manager/cert-manager/pull/8578). - **(subsequent beta, patch release and final release)**: place yourself on the release branch: ```bash git checkout release-1.12 git pull origin release-1.12 ``` You don't need to fast-forward the branch because things have been merged using `/cherry-pick release-1.0`. **Note about the code freeze:** The first beta starts a new "code freeze" period that lasts until the final release. Just before the code freeze, we fast-forward everything from master into the release branch. During the code freeze, we continue merging PRs into master as usual. We don't fast-forward master into the release branch for the second (and subsequent) beta, and only `/cherry-pick release-1.0` the fixes that should be part of the subsequent beta. We don't fast-forward for patch releases and final releases; instead, we prepare these releases using the `/cherry-pick release-1.0` command. > Note about branch protection: The release branches are protected by [GitHub branch protection](https://docs.github.com/en/repositories/configuring-branches-and-merges-in-your-repository/defining-the-mergeability-of-pull-requests/managing-a-branch-protection-rule), which is [configured automatically by Prow](https://github.com/cert-manager/testing/blob/500b990ad1278982b10d57bf8fbca383040d2fe8/config/config.yaml#L27-L36). > This prevents anyone *accidentally* pushing changes directly to these branches, even repository administrators. > If you need, for some reason, to fast forward the release branch, > you should delete the branch protection for that release branch, using the [GitHub branch protection web UI](https://github.com/cert-manager/cert-manager/settings/branches). > This is only a temporary change to allow you to update the branch. > [Prow will re-apply the branch protection within 24 hours](https://docs.prow.k8s.io/docs/components/optional/branchprotector/#updating). 8. Create the required tags for the new release locally and push it upstream (starting the cert-manager build): ```bash echo $RELEASE_VERSION git tag -m"$RELEASE_VERSION" $RELEASE_VERSION # be sure to push the named tag explicitly; you don't want to push any other local tags! git push origin $RELEASE_VERSION ``` > **Note**: `git push` will only work if you have the `admin` GitHub > permission on the cert-manager repo to create or push to the branch, see > [prerequisites](#prerequisites). If you do not have this permission, you > will have to open a PR to merge master into the release branch), and > wait for the PR checks to become green. 9. In this section, we create the description for the GitHub Release and some release notes for the website. > **Note:** This step is about creating the description that will be > copy-pasted into the GitHub release page. The creation of the "Release > Note" page on the website is done in a previous step. 1. Check that all the 4 environment variables are ready: ```bash echo $RELEASE_VERSION echo $START_TAG echo $END_REV echo $BRANCH ``` 2. Generate `github-release-description.md` and `website-release-notes.md` with the following commands: ```bash # Must be run from the cert-manager folder. export GITHUB_TOKEN=$(gh auth token) git fetch origin $BRANCH export START_SHA="$(git rev-list --reverse --ancestry-path $(git merge-base $START_TAG $BRANCH)..$BRANCH | head -1)" release-notes --debug --repo-path cert-manager \ --org cert-manager --repo cert-manager \ --required-author "cert-manager-prow[bot]" \ --markdown-links=false \ --dependencies=false \ --output github-release-description.md release-notes --debug --repo-path cert-manager \ --org cert-manager --repo cert-manager \ --required-author "cert-manager-prow[bot]" \ --markdown-links=true \ --dependencies=false \ --output website-release-notes.md ``` :::info The GitHub token **does not need any scope**. The token is required only to avoid rate-limits imposed on anonymous API users. ::: 3. Prepare a short summary of the contents of the release which will be used for both the GitHub Release and the website release notes. 4. Update the relevant release notes file on the website repo to include the contents of `website-release-notes.md`. 11. Send a Slack message to `#cert-manager-dev` to announce that you are starting the release: :::info Releasing `v1.20.0` 🧵 ::: 12. Go through the `cmrel` publish process: 1. Check that the build that was automatically triggered when you pushed the tag is complete in the [GCB Build History](https://console.cloud.google.com/cloud-build/builds?project=cert-manager-release). 2. Run the following command: ```bash # Must be run from the "cert-manager/release" repo folder. cmrel publish --release-name "$RELEASE_VERSION" ``` This will run `cmrel publish` in dry-run mode to ensure that all the staged resources are valid. You can view the progress by clicking the Google Cloud Build URL in the output of this command. 3. Now publish the release artifacts for real. The following command will publish the artifacts to GitHub, `Quay.io` and to our [Helm chart repository](https://charts.jetstack.io): ```bash # Must be run from the "cert-manager/release" repo folder. cmrel publish --nomock --release-name "$RELEASE_VERSION" ``` :::info ⏰ Upon completion there will be: <ol> <li> <a href="https://github.com/cert-manager/cert-manager/releases">A draft release of cert-manager on GitHub</a> </li> <li> <a href="https://github.com/jetstack/jetstack-charts/pulls">A pull request containing the new Helm chart</a> </li> </ol> ::: 13. Publish the GitHub release: 1. Visit the draft GitHub release and paste `github-release-description.md` that you generated earlier. You will need to manually edit the content to match the style of earlier releases and to explain what's in the release. 2. **(initial alpha, subsequent alpha and beta only)** Tick the box "This is a pre-release". 3. **(final release and patch release)** Tick the box "Set as the latest release". 4. Click "Publish" to make the GitHub release live. 14. Merge the pull request containing the Helm chart: Important: This PR can currently only be merged by CyberArk employees, but we're aiming to fix that soon. Changing this will involve us coming up with a plan for migrating where our Helm charts are stored and ensuring we don't break anyone. The Helm charts for cert-manager are served using Cloudflare pages and the Helm chart files and metadata are stored in the [Jetstack charts repository](https://github.com/jetstack/jetstack-charts). The `cmrel publish --nomock` step (above) will have created a PR in this repository which you now have to review and merge, as follows: 1. [Visit the pull request](https://github.com/jetstack/jetstack-charts/pulls) 2. Review the changes 3. Fix any failing checks 4. Test the chart 1. Download the chart tarball from the pull-request 2. Start a new local Kind cluster `kind create cluster --name release` 3. Install the helm chart onto the kind cluster `helm install cert-manager ./cert-manager-v0.15.0.tgz --set crds.enabled=true -n cert-manager` 4. Ensure install succeeds and all components are running 5. Tear down the kind cluster `kind delete cluster --name release` 5. Merge the PR 6. Check that the [cert-manager Helm chart is visible on ArtifactHUB](https://artifacthub.io/packages/helm/cert-manager/cert-manager). 15. Upload the Helm chart to the OCI registry: 1. Run the following command to upload the Helm chart to the OCI registry, and sign it with cosign: ```bash # Must be run from the "cert-manager/release" repo folder. ./hack/push_and_sign_chart.sh ``` This command will also check the cosign signature it creates. In addition, it creates a non-V-prefixed tag to enable easier `helm upgrade` commands. 2. Check that the Helm chart is available in the OCI registry by running: ```bash crane manifest quay.io/jetstack/charts/cert-manager:$RELEASE_VERSION ``` Look for config, content and provenance layers in the output. 16. (**final releases**) Merge the "Docs Freeze" PR. 17. (**final + patch releases**) 1. Merge the "Release Notes" PR and "Bump Versions" PR. 2. Create the PR "Merge release-next into master" by [clicking here][ff-release-next]. If you see the label `dco-signoff: no`, add a comment on the PR with: ```text /override dco ``` This command is necessary because some the merge commits have been written by the bot and do not have a DCO signoff. [ff-release-next]: https://github.com/cert-manager/website/compare/master...release-next?quick_pull=1&title=%5BPost-Release%5D+Merge+release-next+into+master&body=%3C%21--%0A%0AThe+command+%22%2Foverride+dco%22+is+necessary+because+some+the+merge+commits%0Ahave+been+written+by+the+bot+and+do+not+have+a+DCO+signoff.%0A%0A--%3E%0A%0A%2Foverride+dco 18. Post a Slack message as a reply to the first message. Toggle the check box "Also send to `#cert-manager-dev`" so that the message is well visible. Also cross-post the message on `#cert-manager`. :::info https://github.com/cert-manager/cert-manager/releases/tag/v1.0.0 🎉 ::: 19. **(final release only)** Show the release to the world: 1. Send an email to [`cert-manager-dev@googlegroups.com`](https://groups.google.com/g/cert-manager-dev) with the `release` label ([examples](https://groups.google.com/g/cert-manager-dev?label=release)). 2. Send a tweet on the cert-manager Twitter account! Login details are in the cert-manager 1password. ([Example tweet](https://twitter.com/CertManager/status/1612886311957831680)). 3. Send a toot from the cert-manager Mastodon account! Login details are in the cert-manager 1password. ([Example toot](https://infosec.exchange/@CertManager/109666434738850493)) 4. Create a post on the cert-manager BlueSky account! Login details are in the cert-manager 1password. ([Example post](https://bsky.app/profile/cert-manager.bsky.social/post/3lhdtn7c2222u)) 20. Proceed to the post-release "testing and release" steps: 1. **(initial beta only)** Create a PR on [cert-manager/testing](https://github.com/cert-manager/testing) in order to add the new release to our list of periodic ProwJobs. Use [this PR](https://github.com/cert-manager/testing/pull/907) as an example. You'll need to run the `make prowgen` command to generate the new config. 2. **(final release only)** Create a PR on [cert-manager/testing](https://github.com/cert-manager/testing), removing any unsupported release versions from prow config. 3. **(final release only)** In [`cert-manager/testing`](https://github.com/cert-manager/testing) check [`milestone_applier`](https://github.com/cert-manager/testing/blob/3110b68e082c3625bf0d26265be2d29e41da14b2/config/plugins.yaml#L69) config so that newly raised PRs on master are applied to a new milestone for the next release. Also check required status checks for the release branch and testgrid dashboard configuration. If the [milestone](https://github.com/cert-manager/cert-manager/milestones) for the next release doesn't exist, create it first. If you consider the milestone for the version you just released to be complete, close it. ## Other Release Processes ### Krew and Homebrew Since cmctl used to be part of the cert-manager repo, we'd publish cmctl releases alongside cert-manager. Now that cmctl lives in [its own repo](https://github.com/cert-manager/cmctl) that doesn't make sense any more, and so any references in this release process or in older versions to publishing to Krew and Homebrew have been removed. ### OLM (OpenShift Operator Lifecycle Manager) We previously made efforts to publish OLM releases of cert-manager on a best-effort basis. We agreed in early 2025 to discontinue this, since the burden was too much and usually fell unfairly on one maintainer.