2022-02-10 Release Cadence Adjustment

History

OpenStack has historically used a six month release cycle cadence for the projects which participate in the coordinated release. Further, upgrades were tested and supported between two adjacent coordinated releases only, requiring deployers and distributions to either upgrade every six months to stay current, or perform Fast Forward Upgrades (FFUs) to move between non-adjacent releases at runtime. The latter is an activity enabled by testing the individual upgrade steps, and is not something we test specifically.

Challenges

Some deployers and distributions have indicated that six month upgrades are difficult, infeasible, or undesirable, especially in large environments where the process itself takes long enough that upgrades are constantly occurring. The FFU process can be laborious and also requires running parts of a release that may have never been deployed, productized, or tested in a given environment - purely because each release must be used stepwise during the operation.

A number of opinions have been expressed about changing the release cycle to either a slower (one year) or much slower (18 month) cadence to address these concerns. The lack of consensus around what that slower cadence should be makes it difficult to choose one that will be beneficial, as one cycle length may cause people on a slower cycle to need to wait much longer between upgrades. Further, community involvement in a very long release can be difficult when attrition, turnover, contract obligations and volunteer realities make slowing down unpalatable in many cases. The community already struggles to find candidates for six month (PTL) and one year (TC) duties. Further, for environments that do need to move quickly, adopt new features and deploy new technologies, double-digit months between landing a feature and having it testable and usable in production is too long.

Proposed Solution

It is very difficult to settle on any one change to the release cadence that will address all of the above problems and concerns. As such, the TC proposes an incremental change in release upgrade expectations to help improve the slow-moving deployer experience, without sacrificing the release-early-release-often goal.

The fundamental change comes to the expectation that upgrades are only supported between adjacent coordinated releases. The TC will designate major releases in a tick-tock arrangement, such that every other release will be considered to be a “tick” release. Upgrades will be supported between tick releases, in addition to between adjacent major releases (as they are today). Deployments wishing to stay on the six-month cycle will deploy every tick and tock release as they always have. Deployments wishing to move to a one year upgrade cycle will synchronize on a tick release, and then skip the following tock release, upgrading when the subsequent tick is released.

Our letter-based release naming scheme is about to wrap back around to A, so the proposal is that the “new A” release be the first one where we enforce this scheme. Y->A should be a “dress rehearsal” where we have the jobs enabled to help smoke out any issues, but where hard guarantees are not yet made.

Occasionally, individual releases are chosen by a large number of deployers and distributors by chance, which results in a larger than normal community of maintainers that keep the release “alive” in extended maintenance for longer. The expectation with this proposal is that this will amplify that effect by increasing the likelihood that “tick” releases will be chosen in this way and thus end up with more focus on those releases for long-term community support.

Details

  1. Testing: Just as we test and guarantee that upgrades are supported between adjacent releases today, we will also test and guarantee that upgrades between two tick releases are supported. Upgrades are tested for most projects today with grenade. A skip-level job will be maintained in the grenade repository that tests a normal configuration between the last two tick releases. The job will be updated on every new tick release, and there will always be a regular single-release grenade job testing between the previous release and current one, as we have today.

  2. Tock upgrades: Upgrades from tock to tock will not be tested nor required. On a given tock release, the only upgrade path will be to the following release (which would be a tick). This is unchanged from today.

  3. Intervals: Upgrades that span more than one tick cycle are not tested or required. For example to move from tick A to tick E will still require an FFU style arrangement, but where tick C is the only intermediate step required.

  4. Deprecations: Projects currently deprecate features and config for at least one cycle before removal. This change affects when that can happen, so that no required changes occur in a tock release which may be skipped. Effectively the same rules that we have today (both written and tribally-understood) apply to the new arrangement, with the exception that “cycle” refers to a tick-tick cycle and not a single pair of adjacent coordinated releases. Since the deprecation, waiting, and removal can only happen in tick releases, the result is also that the minimum length of time that things may be deprecated before removal will increase as well.

  5. Support: We will expect to support both the most recent tick release as well as the one prior. During a tock release, that would effectively be similar to what we support today, which is 18 months of “maintained” releases. See the example sequence below.

  6. Rolling Upgrades: This scheme does not necessarily dictate that live or rolling upgrades need to be supported between tick releases. Meaning RPC compatibility between N to N-1 guarantees can remain, resulting in deployments that are on a tick-tick release schedule requiring some downtime during an upgrade because components will be spanning more than two actual releases.

  7. Data migrations: Part of supporting tick-tick upgrades involves keeping a stable (read “compatible” not “unchanging”) database schema from tick-tick. This includes data migrations which need to do work in tick releases, and while they may do work in tock releases, the work done in tock releases cannot be mandatory. This can be solved (as it is today) by requiring operators to (force-)complete data migrations on a supported release before moving to one that drops compatibility. The tick-tock arrangement described in this resolution would require attention to those migrations to make sure they happen (automatically or manually) on the source tick before upgrading to the target tick, for example.

Example sequence

Assuming that A is the first release of this tick-tock arrangement, the following examples help demonstrate the support lifecycle expectation.

Release

Type

Supported

EM

A

tick

X,Y,Z

W

B

tock

Y,Z,A

W,X

C

tick

A,B,C

W,X,Y,Z

D

tock

A,B,C,D

X,Y,Z

E

tick

C,D,E

Y,Z,A,B

F

tock

C,D,E,F

Z,A,B

G

tick

E,F,G

A,B,C

(EM releases are arbitrarily pruned in the above example for brevity, but no such change in how long they may be supported is made in this resolution)