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docs: update release docs for v9 #16585

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@endorama endorama commented Apr 9, 2025

Motivation/summary

Update release docs to account for the new doc structure. 9x and 8x releases are mostly similar so far, but they may diverge in the future. To account for this I split them in 2 separate files, so the execution flow is linear and does not have conditional branches based on version.

Checklist

For functional changes, consider:

  • Is it observable through the addition of either logging or metrics?
  • Is its use being published in telemetry to enable product improvement?
  • Have system tests been added to avoid regression?

How to test these changes

Review the docs (or follow them on the next release ;))

Related issues

#16181

@endorama endorama requested a review from a team as a code owner April 9, 2025 10:34
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mergify bot commented Apr 9, 2025

This pull request does not have a backport label. Could you fix it @endorama? 🙏
To fixup this pull request, you need to add the backport labels for the needed
branches, such as:

  • backport-7.17 is the label to automatically backport to the 7.17 branch.
  • backport-8./d is the label to automatically backport to the 8./d branch. /d is the digit.
  • backport-9./d is the label to automatically backport to the 9./d branch. /d is the digit.
  • backport-8.x is the label to automatically backport to the 8.x branch.
  • backport-active-all is the label that automatically backports to all active branches.
  • backport-active-8 is the label that automatically backports to all active minor branches for the 8 major.
  • backport-active-9 is the label that automatically backports to all active minor branches for the 9 major.

@endorama endorama added the backport-skip Skip notification from the automated backport with mergify label Apr 9, 2025
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endorama commented Apr 9, 2025

Not backporting as we leverage main docs for all releases.

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also note that release notes do not need to be backported unless it is easier to do so, as docs will always be build from main.

Release notes for patch releases **must be manually added** at least one day before release.
Create a PR targeting the `main` branch and add the backport label for the release branch.
To add release notes:
* Add a new section to the existing release notes file ([Sample PR](https://github.com/elastic/apm-server/pull/12680)).
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this is a link to old style release notes PR

Create a PR targeting the `main` branch and add the backport label for the release branch.
To add release notes:
* Add a new section to the existing release notes file ([Sample PR](https://github.com/elastic/apm-server/pull/12680)).
* Review the [changelogs/head](https://github.com/elastic/apm-server/tree/main/changelogs/head.asciidoc) file and move relevant changelog entries from `head.asciidoc` to `release_version.asciidoc` if the change is backported to release_version. If changes do not apply to the version being released, keep them in the `head.asciidoc` file.
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asciidoc not md

Comment on lines +91 to +93
Templates for adding release notes, breaking changes, and highlights.

<details><summary><code>/changelogs/*.asciidoc</code> template</summary>
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old asciidoc

To add release notes:
* Add a new section to the existing release notes file ([Sample PR](https://github.com/elastic/apm-server/pull/12680)).
* Review the [changelogs/head](https://github.com/elastic/apm-server/tree/main/changelogs/head.asciidoc) file and move relevant changelog entries from `head.asciidoc` to `release_version.asciidoc` if the change is backported to release_version. If changes do not apply to the version being released, keep them in the `head.asciidoc` file.
* Review the commits in the release to ensure all changes are reflected in the release notes. Check for backported changes without release notes in `release_version.asciidoc`.
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ditto

* Add your PR to the documentation release issue in the [`elastic/dev`](https://github.com/elastic/dev/issues?q=is%3Aissue%20state%3Aopen%20label%3Adocs) repo ([Sample Issue](https://github.com/elastic/dev/issues/2485)).
* The PR should be merged the day before release.
* For **minor releases**: run the [`run-minor-release`](https://github.com/elastic/apm-server/actions/workflows/run-minor-release.yml) workflow (In "Use workflow from", select `main` branch. Then in "The version", specify the minor release version the release is for).
This workflow will: create a new release branch using the stack version (X.Y); update the changelog for the release branch and open a PR targeting the release branch titled `<major>.<minor>: update docs`; create a PR on `main` titled `<major>.<minor>: update docs, mergify, versions and changelogs`. Before merging them compare commits between latest minor and the new minor versions and ensure all relevant PRs have been included in the Changelog. If not, amend it in both PRs. Request and wait a PR review from the team before merging. After it's merged add your PR to the documentation release issue in the [`elastic/dev`](https://github.com/elastic/dev/issues?q=is%3Aissue%20state%3Aopen%20label%3Adocs) repo ([Sample Issue](https://github.com/elastic/dev/issues/2895)).
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does automation work with md now?

* For **minor releases**: run the [`run-minor-release`](https://github.com/elastic/apm-server/actions/workflows/run-minor-release.yml) workflow (In "Use workflow from", select `main` branch. Then in "The version", specify the minor release version the release is for).
This workflow will: create a new release branch using the stack version (X.Y); update the changelog for the release branch and open a PR targeting the release branch titled `<major>.<minor>: update docs`; create a PR on `main` titled `<major>.<minor>: update docs, mergify, versions and changelogs`. Before merging them compare commits between latest minor and the new minor versions and ensure all relevant PRs have been included in the Changelog. If not, amend it in both PRs. Request and wait a PR review from the team before merging. After it's merged add your PR to the documentation release issue in the [`elastic/dev`](https://github.com/elastic/dev/issues?q=is%3Aissue%20state%3Aopen%20label%3Adocs) repo ([Sample Issue](https://github.com/elastic/dev/issues/2895)).
* For **major releases**: run the [`run-major-release`](https://github.com/elastic/apm-server/actions/workflows/run-major-release.yml) workflow (In "Use workflow from", select `main` branch. Then in "The version", specify the major release version the release is for).
This workflow will: create a new release branch using the stack version (X.Y); update the changelog for the release branch and open a PR targeting the release branch titled `<major>.<minor>: update docs`; create a PR on `main` titled `<major>.0: update docs, mergify, versions and changelogs`. Before merging them compare commits between latest minor and the new major versions and ensure all relevant PRs have been included in the Changelog. If not, amend it in both PRs. Request and wait a PR review from the team before merging. After it's merged add your PR to the documentation release issue in the [`elastic/dev`](https://github.com/elastic/dev/issues?q=is%3Aissue%20state%3Aopen%20label%3Adocs) repo ([Sample Issue](https://github.com/elastic/dev/issues/2895)).
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does automation work with md now?

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I forgot to set this to draft, the 9.x docs is not yet fully ready.

@endorama endorama marked this pull request as draft April 15, 2025 22:20
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