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doc: improve dev_docs release instructions#20257

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inge4pres wants to merge 1 commit intoelastic:mainfrom
inge4pres:docs-release-improve
Open

doc: improve dev_docs release instructions#20257
inge4pres wants to merge 1 commit intoelastic:mainfrom
inge4pres:docs-release-improve

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@inge4pres
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@inge4pres inge4pres commented Feb 3, 2026

Motivation/summary

The dev docs on the 9.x release process are wrong.

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Signed-off-by: inge4pres <francesco.gualazzi@elastic.co>
@inge4pres inge4pres requested a review from a team as a code owner February 3, 2026 09:45
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github-actions bot commented Feb 3, 2026

🤖 GitHub comments

Just comment with:

  • run docs-build : Re-trigger the docs validation. (use unformatted text in the comment!)

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mergify bot commented Feb 3, 2026

This pull request does not have a backport label. Could you fix it @inge4pres? 🙏
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-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.

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endorama commented Feb 3, 2026

We have a script for changelog automation https://github.com/elastic/apm-server/blob/main/tools/scripts/changelog.sh

It should take care of updating the changelog for the new release. Can you add it to the process? I thought it was run as part of the GitHub workflow but it does not seems to be the case.

@carsonip carsonip self-requested a review February 3, 2026 13:56
1. Create a *Test Plan*.
2. Ensure all relevant backport PRs are merged. We use backport labels on PRs and automation to ensure labels are set.
3. Run the [`run-patch-release`](https://github.com/elastic/apm-server/actions/workflows/run-patch-release.yml) workflow
1. [Compare](https://github.com/elastic/apm-server/compare/) the commits in the release branch against the last tag to ensure all changes are reflected in the release notes, e.g. when releasing `v9.2.5`, compare [v9.2.4 <- 9.2](https://github.com/elastic/apm-server/compare/v9.2.4..9.2)
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Suggested change
1. [Compare](https://github.com/elastic/apm-server/compare/) the commits in the release branch against the last tag to ensure all changes are reflected in the release notes, e.g. when releasing `v9.2.5`, compare [v9.2.4 <- 9.2](https://github.com/elastic/apm-server/compare/v9.2.4..9.2)
1. [Compare](https://github.com/elastic/apm-server/compare/) the commits in the release branch against the last tag to ensure all changes are reflected in the release notes, e.g. when releasing `v9.2.5`, compare [v9.2.4 <- 9.2](https://github.com/elastic/apm-server/compare/v9.2.4..9.2). Even better, if the release commit is already known, compare the release commit vs the previous release to avoid including commits that are merged but missed the last release build.

1. [Compare](https://github.com/elastic/apm-server/compare/) the commits in the release branch against the last tag to ensure all changes are reflected in the release notes, e.g. when releasing `v9.2.5`, compare [v9.2.4 <- 9.2](https://github.com/elastic/apm-server/compare/v9.2.4..9.2)
2. Create a *Test Plan*. Open a GitHub issue of type "Test Plan", go through the changes in libraries and fill in the issue template with a list of PRs that need to be tested.
3. Ensure all relevant backport PRs are merged. We use backport labels on PRs and automation to ensure labels are set.
4. Run the [`run-patch-release`](https://github.com/elastic/apm-server/actions/workflows/run-patch-release.yml) workflow
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@carsonip carsonip Feb 3, 2026

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This should be done on release day, when stack release RM pings the team to bump doc versions to "vX.Y.Z" then we input "X.Y.Z" to patch release workflow.

4. Run the [`run-patch-release`](https://github.com/elastic/apm-server/actions/workflows/run-patch-release.yml) workflow
- In "Use workflow from", select `main` branch.
- Then in "The version", specify the **upcoming** patch release version - es: on `8.14.2` feature freeze you will use `8.14.2`).
- Then in "The version", specify the **upcoming** patch release version - e.g. on `9.2.5` feature freeze you will use `9.2.5`.
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not on FF but on previous patch release day.

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