Project Driver’s Guide

Project Driver’s Guide

Feature Branches

There are times when prolonged development on specific features is easier on a feature branch rather than on master. In particular it organizes work to a location that interested parties can follow. Feature branches also move merge points to specific points in time rather than at every proposed change. Learn more about feature branches in the project team guide.

For projects under governance, new feature branches can be requested using the same mechanism as stable branch creation. Submit a patch to the releases repository with a new feature/feature-name branch defined. Set the location value to the repository and commit hash from which to branch:

  - name: feature/example-feature-work
      openstack/oslo.config: 02a86d2eefeda5144ea8c39657aed24b8b0c9a39

For more details, refer to the openstack/releases README.rst file.

For projects not under governance, new branches can be defined via Gerrit. In the Gerrit UI, under Projects > List, locate the given project and go to the Branches option. For example:,branches

If you do not have the option to add a new branch, you will need to contact the infra team to get the necessary permissions for the project.

If more than one project is involved in a feature development effort, the same feature branch name should be used across all involved projects. This will cause integration testing with Zuul to use the respective feature branch from any project that carries it. Projects without an equivalently named feature branch will use master instead. Use care not to create a feature branch with the same name as a feature branch for an unrelated effort in another project.

One additional thing to keep in mind is that feature branches should be treated like master in most cases. They are specifically not for sustained long term development like stable branches.

Merge Commits

An important activity when using feature branches is syncing to and from the project’s master branch. During development on a feature branch a project will want to merge master into the feature branch periodically to keep up to date with changes over time. Then when development on the feature branch is complete, it will need to be merged into master.

Before this can happen the project team’s release group will need to have access to push merge commits in Gerrit:

[access "refs/for/refs/*"]
pushMerge = group <projectname>-release

Should be added to the project’s ACL file in the project-config repo.

Merge Master into Feature Branch

git remote update
git checkout feature-branch
git pull --ff-only origin feature-branch
git checkout -b merge-branch
git merge origin/master
# Amend the merge commit to automatically add a Change-ID to the commit message
GIT_EDITOR=/bin/true git commit --amend
git review -R feature-branch
git checkout master
git branch -D merge-branch

Merge Feature Branch into Master

git remote update
git checkout master
git pull --ff-only origin master
git checkout -b merge-branch
# Force a merge commit by not fast-forwarding, in case master hasn't updated:
git merge --no-ff origin/feature-branch
# Amend the merge commit to automatically add a Change-ID to the commit message:
GIT_EDITOR=/bin/true git commit --amend
git review -R
git checkout master
git branch -D merge-branch

How To Avoid Merging Specific Files

Sometimes you may have files on one branch you don’t want merged to or from another. An easy workaround for this is to checkout the file in question from the target branch and amend your merge commit before pushing it for review. For example, as in the last section you’ve just merged from origin/feature-branch into your local merge-branch but want to keep the .gitreview file from master because you don’t want defaultbranch=feature-branch added to it. Immediately before you git commit --amend do:

git checkout origin/master -- .gitreview

Release Management

This section describes topics related to release management.

Release and stable branches

Projects following the release:cycle-with-milestones model generate release candidates before the final release to encourage 3rd-party testing. The first release candidate (RC1) is cut from the master branch. You can learn more about release management in the project team guide.

Between RC1 and the final release, there needs to be a separate branch in Gerrit for release-critical changes destined for the final release. Meanwhile, development on the master branch should continue as normal (with the addition that changes proposed for the final release should also be proposed for master, and some changes for master may need to be applied to the release branch).

In order to avoid tracking different branches pre- and post-release, this process directly creates a stable/<series> (for example, stable/mitaka) branch that will be reused as the stable maintenance branch post-release. Specific ACLs apply to the branch pre-release, and when the final release is tagged the generic stable branch ACLs are applied instead.

Create stable/* Branch

For OpenStack projects this should be performed by the OpenStack Release Management Team at the Release Branch Point. If you are managing branches for your project you may have permission to do this yourself.

  • Go to and sign in
  • Select ‘Admin’, ‘Projects’, then the project
  • Select ‘Branches’
  • Enter stable/<series> in the ‘Branch Name’ field, and HEAD as the ‘Initial Revision’, then press ‘Create Branch’. Alternatively, you may run git branch stable/<series> <sha> && git push gerrit stable/<series>

Once this is done, you should push a change updating the defaultbranch in .gitreview to match the new name of the branch, so that “git review” automatically pushes to the right branch:


To check out the new branch in your local checkout, you can use:

git checkout master
git pull
git checkout stable/<series>

Authoring Changes for stable/*

Create topic branches as normal, but branch them from stable/* rather than master:

git checkout stable/<series>
git pull
git checkout -b <topic branch>

Generally the defaultbranch in .gitreview is adjusted on the new branch so that you can directly use git review. If not, changes for stable/* should be submitted with:

git review stable/<series>

Submit Changes in master to stable/*

If a change to master should also be included in stable/*, use this procedure to cherry-pick that change and submit it for review:

git checkout stable/<series>
git pull
git checkout -b master-to-mp
git cherry-pick -x <SHA1 or "master">
git review stable/<series>
git checkout master
git branch -D master-to-mp

git cherry-pick master will pick the most recent commit from master to apply, if you want a different patch, use the SHA1 of the commit instead.

The -x flag will ensure the commit message records the SHA1 hash of the original commit in master.

If there are conflicts when cherry-picking, do not delete the ‘Conflicts’ lines git adds to the commit message. These are valuable to reviewers to identify files which need extra attention.

You can learn more about stable branches in the project team guide.

Tagging a Release

Deliverables produced by official teams and released following the release cycle should be managed by the OpenStack Release Management Team. See the instructions in the README.rst in openstack/releases for details.

If you are managing your own releases, you may have permission to do this yourself.

Tag the tip of the appropriate branch (stable/<series> for server projects using release candidates, master for the others) with a release tag and push that tag to Gerrit by running the following commands:

git checkout <branch name>
git pull --ff-only
git tag -s <version number>
git push gerrit <version number>


  • Pushing the tag will trigger the release pipeline in zuul, but without proper configuration no release will happen. A publishing job is required. One common way to do this is to use a publish-to-pypi template in openstack-infra/project-config. The publishing jobs are one of the Central Config Exceptions.

  • Tags can’t be effectively deleted once pushed, so make absolutely certain they’re correct (ideally by locally testing release artifact generation commands and inspecting the results between the tag and push steps above).

  • Git won’t have a remote named gerrit until the first time git-review runs. You may need to run git review -s before the push.

  • The -s option to git tag signs the tag using GnuPG, so it’s important to ensure that the person making the release has a suitable OpenPGP key.

  • Make sure you’re only adding a single tag when pushing to gerrit, like in the example above.

  • After a tag is created the release build will generate a source code tarball and may publish it to a repository such as PyPI.

  • Tags need to follow the format of PEP 440 which consists for final releases of one or more non-negative integer values, separated by dots. Be aware that pbr needs a three component version, like 1.0.0 or 1.2.3.

    If you need to support other version schemes, you might need to use the tag pipeline instead of the default release pipeline. Best discuss this with the OpenStack Infra team.

Gerrit IRC Notifications

The intent of this section is to detail how to set up notifications about all the projects that are hosted on OpenStack Gerrit in the appropriate IRC channels.

GerritBot is an IRC bot that listens to the OpenStack Gerrit server for events and notifies those on Freenode’s OpenStack channels.

GerritBot is able to notify the channel for events like creation of patchsets, changes merged, comments added to patchsets and updates to refs. These event notifications can be configured per project, so the channel can have multiple notifications per project.

Before you can configure GerritBot, you need to give channel permissions with an accessbot configuration specific to the channel where you want notifications posted. The configuration file is hosted in openstack-infra/project-config. Edit accessbot/channels.yaml to add your IRC channel if it is not already listed.

In order for GerritBot to post notifications on the IRC channel of the project you are configuring, you need to add your GerritBot configuration into gerritbot/channels.yaml. This file is hosted in openstack-infra/project-config.

The syntax for configuring the notifications is:

<IRC channel>:
        - patchset-created
        - change-merged
        - comment-added
        - ref-updated
        - <project name>
        - <branch name>

Please note that the text between the angle brackets are placeholder values. Multiple projects and branches can be listed in the YAML file.

Running Jobs with Zuul

Read the Zuul v3 Migration Guide for more information on running jobs with Zuul.

Retiring a Project

If you need to retire a project and no longer accept patches, it is important to communicate that to both users and contributors. The following steps will help you wind down a project gracefully.


The following sections are really separate steps. If your project has jobs set up and is an official project, you need to submit four different changes as explained below. We recommend to link these changes with “Depends-On:” and “Needed-By:” headers.

Prerequirement: Announce Retirement

Use mailing lists or other channels to announce to users and contributors that the project is being retired. Be sure to include a date upon which maintenance will end, if that date is in the future.

Step 1: Stop requirements syncing (if set up)

Submit a review to the openstack/requirements project removing the project from projects.txt. This needs to happen for stable branches as well.

Step 2: End Project Gating

Check out a copy of the openstack-infra/project-config repository and edit zuul.d/projects.yaml. Find the section for your project and change it to look like this:

- project:
  name: openstack/<projectname>
    - noop-jobs

Also, remove any jobs and templates you have defined. These can be defined in openstack-infra/project-config repository in the directory zuul.d, or in openstack-infra/openstack-zuul-jobs repository or in your own repository.

Submit that change and make sure to mention in the commit message that you are ending project gating for the purposes of retiring the project. Wait for that change to merge and then proceed.

Step 3: Remove Project Content

Once Zuul is no longer running tests on your project, prepare a change that removes all of the files from your project except the README. Double check that all dot files (such as .gitignore and .testr.conf) except .gitreview are also removed.


Removing the .gitreview file from the master branch of a repository breaks much of the release tools, so it will be harder to continue to tag releases on existing stable branches.

Replace the contents of the README with a message such as this:

This project is no longer maintained.

The contents of this repository are still available in the Git
source code management system.  To see the contents of this
repository before it reached its end of life, please check out the
previous commit with "git checkout HEAD^1".

For an alternative project, please see <alternative project name> at
<alternative project URL>.

For any further questions, please email or join #openstack-dev on

Merge this commit to your project.


Before removing .gitreview be sure to run git review -s, this will record the necessary information about the repository.

If any users missed the announcement that the project is being retired, removing the content of the repository will cause any users who continuously deploy the software as well as users who track changes to the repository to notice the retirement. While this may be disruptive, it is generally considered better than continuing to deploy unmaintained software. Potential contributors who may not have otherwise read the README will in this case, as it is the only file in the repository.

Step 4: Remove Project from Infrastructure Systems

Once your repository is in its final state, prepare a second change to the openstack-infra/project-config repository that does the following:

  • Remove your project from zuul.d/projects.yaml and zuul/main.yaml.

  • By default, project ACLs are defined in a file called gerrit/acls/openstack/<projectname>.config. If this file exists, remove it.

  • Now adjust the project configuration and use the shared read-only ACLs. Find the entry for your project in gerrit/projects.yaml and look for the line which defines the acl-config, update or add it so that it contents is:

    acl-config: /home/gerrit2/acls/openstack/retired.config

    Also prefix the project description with RETIRED,:

    description: RETIRED, existing  project description
  • Remove your project from gerritbot/channels.yaml.


If there is a need to unretire a project, most steps here can be done in reverse. This step has some caveats to be aware of when going in reverse.

With the removal of ACLs from the Gerrit project, the project gets marked as read-only. Adding those ACLs back to the configuration files does not switch it back to read-write. Manual intervention will be required from the infra team to restore the project status back to “Active” in Gerrit before ACLs can be reapplied successfully.

Step 5: Remove Repository from the Governance Repository

If this was an official OpenStack project, remove it from the reference/projects.yaml file and add it to the file reference/legacy.yaml in the openstack/governance repository. Note that if the project was recently active, this may have implications for automatic detection of ATCs.

Package Requirements

The OpenStack CI infrastructure sets up nodes for testing that contain a minimal system and a number of convenience distribution packages.

If you want to add additional packages, you have several options.

If you run Python tests using tox, you can install them using requirements.txt and test-requirements.txt files (see also the global requirements process). If these Python tests need additional distribution packages installed as well and if those are not in the nodes used for testing, they have to be installed explicitly.

If you are building documentation, the file doc/requirements.txt is used instead to install Python packages.

If you run devstack based tests, then list missing binary packages below the files directory of devstack.

For non-devstack based tests, add a bindep.txt file containing listing the required distribution packages. It is a cross-platform list of all dependencies needed for running tests. The bindep utility will be used to install the right dependencies per distribution when running in the OpenStack CI infrastructure.

If you use bindep, create a bindep tox environment as well:

# Do not install any requirements. We want this to be fast and work even if
# system dependencies are missing, since it's used to tell you what system
# dependencies are missing! This also means that bindep must be installed
# separately, outside of the requirements files.
deps = bindep
commands = bindep test

This way a developer can just run bindep to get a list of missing packages for their own system:

$ tox -e bindep

The output of this can then be fed into the distribution package manager like apt-get, dnf, yum, or zypper to install missing binary packages.

The OpenStack CI infrastructure will install packages marked for a profile named “test” along with any packages belonging to the default profile of the bindep.txt file. Add any build time requirements and any requirements specific to the test jobs to the “test” profile, add any requirements specific to documentation building to the “doc” profile, add requirements for test, runtime, and documentation to the base profile:

# A runtime dependency
# A build time dependency
libffi-devel [test]
# A documentation dependency
graphviz [doc]


The use of git submodules is not supported. The tools that we use do not all work correctly with submodules and we have found that submodules can be very confusing even for experienced developers. If your project depends on another project, please express that as an external dependency on a released package (i.e., through requirements.txt, bindep.txt, or similar mechanism).

Unit Test Set up

Projects might need special set up for unit tests which can be done via the script tools/ that needs to reside in the repository.

Python unit tests are tests like coverage, python27, python35, and pypy which are run using python’s tox package as well as tests using the template gate-{name}-tox-{envlist}-{node}. For these tests, the script tools/ is run if it exists in the repository and is executable after package installation. The script has sudo access and can set up the test environment as needed. For example, it should be used to set up the openstack_citest databases for testing.

Consistent Naming for Jobs with Zuul v3

With the move to version 3 of Zuul, it is time to define a guidance on how jobs should be named for consistency across projects in the OpenStack project.

This document describes a consistent naming scheme for jobs for Zuul v3. The goal is to give job developer and reviewers of jobs a common document as reference.


This is a living document, it will get updates as the migration to Zuul v3 moves forward.

Previous Naming with Zuul v2

As an example for the current usage with Zuul v2, here are some job names:

  • gate-REPO-python27
  • gate-REPO-python35-nv
  • gate-grenade-dsvm-neutron-forward
  • gate-neutron-dsvm-api-ubuntu-trusty
  • gate-neutron-fwaas-requirements
  • gate-tempest-dsvm-neutron-full-ssh
  • gate-neutron-docs-ubuntu-xenial
  • neutron-docs-ubuntu-xenial
  • legacy-tempest-dsvm-nova-lvm

The current (Zuul v2) naming scheme as used at time of writing (July 2017) is basically:

  • Jobs in check and gate pipelines start with gate
  • Jobs in periodic pipeline start with periodic
  • Jobs in post and release pipelines have no special starting name
  • Jobs that use devstack setup include dsvm in the name
  • Jobs include the name of the repository
  • Jobs can have a suffix of -nv to mark them as non-voting
  • Jobs can have node name like ubuntu-xenial as last part of name - only followed by the optional -nv suffix.

Naming with Zuul v3

The way Zuul v3 handles jobs allows us to make changes to the job names and also gives the chance to remove some relics:

  • Remove gate prefix, it’s not really needed.
  • Make clear what are publishing jobs. Name the test job and the publish job (currently gate-nova-docs-ubuntu-xenial and nova-docs-ubuntu-xenial) clearer.
  • Remove dsvm in name, it is a historic relic.
  • Remove the {repository} from the name, it is not needed anymore, unless the job is defined in a specific repo.

This all leads to the following naming scheme:

  • The general pattern is {prefix-}MAINPURPOSE-DETAILS{-}{node}.

  • Jobs in specific pipelines have no special prefix, there’s no need to use gate- or periodic as it was done with Zuul v2.

  • There is in general no need to give the name of the repository as part of the job as it was done with Zuul v2, unless the job is defined in a specific repo.

  • Publishing jobs, like documentation or tarball uploads, have a prefix of publish like publish-tarball and publish-sphinx-docs.

    These jobs are normally run in a post pipeline.

  • Jobs that build an artifact without uploading build like build-sphinx-docs.

  • Jobs have the optional suffixes {node} which is used when a test should be run on different platforms like on CentOS, Fedora, openSUSE, or Ubuntu - or on different versions of these. For jobs that are only run on one platform, the suffix {node} should be avoided. The suffix {node} is the name for the node the job runs on. If this is a a multi-node job, it’s the name of the underlying single node.

  • Use consistent names like “integration”, “functional”, “rally”, “tempest”, “grenade”, “devstack” (what do we need? Those should be explained) as MAINPURPOSE.

  • Components of job names are separated by -.

  • Do not use “.” for versions, just cat them together like 35 for Python 3.5.

  • Since Zuul v3 allows overriding of job and definition of jobs, care should be taken not to use the same name for different jobs:

    • If you override a generic Zuul job for global OpenStack usage, name it openstack-.
    • If you define a job in a specific repo, the name of the job should use the repository name as prefix or as first part of it.

So, this would change the initial list of names as follows:

  • gate-REPO-python27 -> tox-py27 or openstack-py27
  • gate-REPO-python35-nv -> tox-py35 or openstack-py35
  • gate-grenade-dsvm-neutron-forward -> grenade-neutron-forward
  • gate-neutron-dsvm-api-ubuntu-trusty -> neutron-api (or neutron-api-ubuntu-trusty if multiple OSes need to be tested)
  • gate-neutron-fwaas-requirements -> requirements
  • gate-tempest-dsvm-neutron-full-ssh -> tempest-neutron-full-ssh
  • gate-neutron-docs-ubuntu-xenial -> build-sphinx-docs
  • neutron-docs-ubuntu-xenial -> publish-sphinx-docs
  • legacy-tempest-dsvm-nova-lvm -> nova-lvm

Outbound Third-Party Testing

Many organizations generously donate cloud computing resources to the OpenStack project for use by its testing and automation system so that we can maintain and improve the quality of our software. We are stewards of these resources and strive to use them wisely and responsibly.

These resources are available to perform integration testing with Open-Source projects which are direct dependencies or direct downstream consumers of official OpenStack projects. If you want to set up an integration test with a non-OpenStack project that meets these criteria, follow the instructions below.

Currently, Zuul is able to report on changes proposed to Gerrit systems or GitHub. If the project you want to test with isn’t hosted on a Gerrit or GitHub, contact the infrastructure team in #openstack-infra to discuss options.

In all cases, before starting this process, be sure you have discussed this with the team responsible for the project you want to test. You should get their approval to report test results on changes or pull-requests.

Hosted on an External Gerrit

If the project you wish to test is hosted on a Gerrit system (other than OpenStack’s Gerrit), you may need to connect Zuul to it first, if it isn’t already. To do so, propose a change to system-config which adds the connection information for the new server, then work with the infra team in #openstack-infra to set up an account.

Once this is complete, propose a change to add the project(s) to OpenStack’s Zuul. Add them to project-config/zuul/main.yaml under the connection name established above.

The project should not be configured to load any configuration objects (i.e., it should have an include: [] stanza associated with it).

Hosted on GitHub

If the project you wish to test is hosted on GitHub, ask the team managing the project to install the “OpenStack Zuul” App into the project (or organization if multiple projects are involved).

Visit the OpenStack Zuul App page on GitHub and click the Configure button to install the app.

Once this is complete, propose a change to add the project(s) to OpenStack’s Zuul. Add them to project-config/zuul/main.yaml under the github: connection.

The project should not be configured to load any configuration objects (i.e., it should have an include: [] stanza associated with it).

Add to Pipelines

Once Zuul is configured to know about the project, it can be added to pipelines just like any other project in Zuul. However, external projects should only be added to the third-party-check pipeline. Because we are not loading any in-tree configuration from these projects, this needs to be done in the project-config repo. Define the jobs you wish to run either in your own repos, or in openstack-zuul-jobs. Then create project definitions for the new projects in project-config/zuul.d/projects.yaml which adds those jobs to the new project on the third-party-check pipeline.

Creative Commons Attribution 3.0 License

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