245 lines
12 KiB
Markdown
245 lines
12 KiB
Markdown
# PowerShell Core Releasing Process
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## Release Steps
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When creating a release milestone, you should send meeting invites to maintainers to book the release day and the previous day.
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This is to make sure they have enough time to work on the release.
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The following release procedure should be started on the previous day of the target release day.
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This is to make sure we have enough buffer time to publish the release on the target day.
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Before starting the following release procedure, open an issue and list all those steps as to-do tasks.
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Check the task when you finish one.
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This is to help track the release preparation work.
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> Note: Step 2, 3 and 4 can be done in parallel.
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1. Create a branch named `release-<Release Tag>` in our private repository.
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All release related changes should happen in this branch.
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1. Prepare packages
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- [Build release packages](#building-packages).
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- Sign the MSI packages and DEB/RPM packages.
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- Install and verify the packages.
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1. Update documentation, scripts and Dockerfiles
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- Summarize the change log for the release. It should be reviewed by PM(s) to make it more user-friendly.
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- Update [CHANGELOG.md](../../CHANGELOG.md) with the finalized change log draft.
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- Update other documents and scripts to use the new package names and links.
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1. Verify the release Dockerfiles.
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1. [Create NuGet packages](#nuget-packages) and publish them to [powershell-core feed][ps-core-feed].
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1. [Create the release tag](#release-tag) and push the tag to `PowerShell/PowerShell` repository.
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1. Create the draft and publish the release in Github.
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1. Merge the `release-<Release Tag>` branch to `master` in `powershell/powershell` and delete the `release-<Release Tag>` branch.
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1. Publish Linux packages to Microsoft YUM/APT repositories.
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1. Trigger the release docker builds for Linux and Windows container images.
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- Linux: push a branch named `docker` to `powershell/powershell` repository to trigger the build at [powershell docker hub](https://hub.docker.com/r/microsoft/powershell/builds/).
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Delete the `docker` branch once the builds succeed.
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- Windows: queue a new build in `PowerShell Windows Docker Build` on VSTS.
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1. Verify the generated docker container images.
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1. [Update the homebrew formula](#homebrew) for the macOS package.
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This task usually will be taken care of by the community,
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so we can wait for one day or two and see if the homebrew formula has already been updated,
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and only do the update if it hasn't.
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## Building Packages
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> Note: Linux and Windows packages are taken care of by our release build pipeline in VSTS,
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while the macOS package needs to be built separately on a macOS.
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The release build should be started based on the `release` branch.
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The release Git tag won't be created until all release preparation tasks are done,
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so the to-be-used release tag should be passed to the release build as an argument.
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> When creating the packages, please ensure that the file path does not contain user names.
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That is, clone to `/PowerShell` on Unix, and `C:\PowerShell` for Windows.
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The debug symbols include the absolute path to the sources when built,
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so it should appear `/PowerShell/src/powershell/System.Management.Automation`,
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not `/home/username/src/PowerShell/...`.
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### Packaging Overview
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The `tools/packaging` module contains a `Start-PSPackage` function to build packages.
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It **requires** that PowerShell Core has been built via `Start-PSBuild` from the `build.psm1` module.
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#### Windows
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The `Start-PSPackage` function delegates to `New-MSIPackage` which creates a Windows Installer Package of PowerShell.
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The packages *must* be published in release mode,
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so make sure `-Configuration Release` is specified when running `Start-PSBuild`.
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It uses the Windows Installer XML Toolset (WiX) to generate a MSI package,
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which copies the output of the published PowerShell files to a version-specific folder in Program Files,
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and installs a shortcut in the Start Menu.
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It can be uninstalled through `Programs and Features`.
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Note that PowerShell is always self-contained, thus using it does not require installing it.
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The output of `Start-PSBuild` includes a `powershell.exe` executable which can simply be launched.
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#### Linux / macOS
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The `Start-PSPackage` function delegates to `New-UnixPackage`.
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It relies on the [Effing Package Management][fpm] project,
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which makes building packages for any (non-Windows) platform a breeze.
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Similarly, the PowerShell man-page is generated from the Markdown-like file
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[`assets/pwsh.1.ronn`][man] using [Ronn][].
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The function `Start-PSBootstrap -Package` will install both these tools.
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To modify any property of the packages, edit the `New-UnixPackage` function.
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Please also refer to the function for details on the package properties
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(such as the description, maintainer, vendor, URL,
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license, category, dependencies, and file layout).
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> Note that the only configuration on Linux and macOS is `Linux`,
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> which is release (i.e. not debug) configuration.
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To support side-by-side Unix packages, we use the following design:
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We will maintain a `powershell` package
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which owns the `/usr/bin/pwsh` symlink,
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is the latest version, and is upgradeable.
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This is the only package named `powershell`
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and similarly is the only package owning any symlinks,
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executables, or man-pages named `powershell`.
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Until we have a package repository,
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this package will contain actual PowerShell bits
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(i.e. it is not a meta-package).
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These bits are installed to `/opt/microsoft/powershell/6.0.0-alpha.8/`,
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where the version will change with each update
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(and is the pre-release version).
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On macOS, the prefix is `/usr/local`,
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instead of `/opt/microsoft` because it is derived from BSD.
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> When we have access to package repositories where dependencies can be properly resolved,
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> this `powershell` package can become a meta-package which auto-installs the latest package,
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> and so only owns the symlink.
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For explicitly versioned packages, say for PowerShell 6.0,
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we will maintain separate packages named in the form `powershell6.0`,
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which owns the binary `powershell6.0`, the symlink `powershell6.0`,
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the man-page `powershell6.0`,
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and is installed to `/opt/microsoft/powershell/6.0/`.
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Specifically this package owns nothing named `powershell`,
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as only the `powershell` package owns those files.
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This package is upgradeable, but should only be updated with hot-fixes.
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This is a necessary consequence of Unix package managers,
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as files among packages *cannot* conflict.
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From a user-experience perspective,
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if the user requires a specific version of PowerShell,
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they should not be required to use an absolute path,
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and instead should be given a binary with the version in the name.
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This pattern is followed by many other languages
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(Python being the most obvious example).
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This same pattern can be followed for versions 6.1, 7.0, etc.,
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and can be used for patch version (e.g. 6.0.1).
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Use `Start-PSPackage -Name powershell6.0` to generate
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the versioned `powershell6.0` package.
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Without `-Name` specified, the primary `powershell`
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package will instead be created.
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[fpm]: https://github.com/jordansissel/fpm
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[man]: ../../assets/pwsh.1.ronn
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[ronn]: https://github.com/rtomayko/ronn
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### Build and Packaging Examples
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On macOS or a supported Linux distro, run the following commands:
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```powershell
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# Install dependencies
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Start-PSBootstrap -Package
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# Build for v6.0.0-beta.1 release
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Start-PSBuild -Clean -Crossgen -PSModuleRestore -ReleaseTag v6.0.0-beta.1
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# Create package for v6.0.0-beta.1 release
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Start-PSPackage -ReleaseTag v6.0.0-beta.1
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```
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On Windows, the `-Runtime` parameter should be specified for `Start-PSBuild` to indicate what version of OS the build is targeting.
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```powershell
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# Install dependencies
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Start-PSBootstrap -Package
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# Build for v6.0.0-beta.1 release targeting Windows universal package, set -Runtime to win7-x64
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Start-PSBuild -Clean -CrossGen -PSModuleRestore -Runtime win7-x64 -Configuration Release -ReleaseTag v6.0.0-beta.1
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```
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```powershell
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# Create packages for v6.0.0-beta.1 release targeting Windows universal package.
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# 'win7-x64' / 'win7-x86' should be used for -WindowsRuntime.
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Start-PSPackage -Type msi -ReleaseTag v6.0.0-beta.1 -WindowsRuntime 'win7-x64'
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Start-PSPackage -Type zip -ReleaseTag v6.0.0-beta.1 -WindowsRuntime 'win7-x64'
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```
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## NuGet Packages
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The NuGet packages for hosting PowerShell for Windows and non-Windows are being built in our release build pipeline.
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The assemblies from the individual Windows and Linux builds are consumed and packed into NuGet packages.
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These are then released to [powershell-core feed][ps-core-feed].
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[ps-core-feed]: https://powershell.myget.org/gallery/powershell-core
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## Release Tag
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PowerShell releases use [Semantic Versioning][semver].
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Until we hit 6.0, each sprint results in a bump to the build number,
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so `v6.0.0-alpha.7` goes to `v6.0.0-alpha.8`.
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When a particular commit is chosen as a release,
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we create an [annotated tag][tag] that names the release.
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An annotated tag has a message (like a commit),
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and is *not* the same as a lightweight tag.
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Create one with `git tag -a v6.0.0-alpha.7 -m <message-here>`,
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and use the release change logs as the message.
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Our convention is to prepend the `v` to the semantic version.
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The summary (first line) of the annotated tag message should be the full release title,
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e.g. 'v6.0.0-alpha.7 release of PowerShellCore'.
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When the annotated tag is finalized, push it with `git push --tags`.
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GitHub will see the tag and present it as an option when creating a new [release][].
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Start the release, use the annotated tag's summary as the title,
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and save the release as a draft while you upload the binary packages.
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[semver]: https://semver.org/
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[tag]: https://git-scm.com/book/en/v2/Git-Basics-Tagging
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[release]: https://help.github.com/articles/creating-releases/
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## Homebrew
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After the release, update homebrew formula.
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You need macOS to do it.
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There are 2 homebrew formulas: main and preview.
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### Main
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Update it on stable releases.
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1. Make sure that you have [homebrew cask](https://caskroom.github.io/).
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1. `brew update`
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1. `cd /usr/local/Homebrew/Library/Taps/caskroom/homebrew-cask/Casks`
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1. Edit `./powershell.rb`, reference [file history](https://github.com/vors/homebrew-cask/commits/master/Casks/powershell.rb) for the guidelines:
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1. Update `version`
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1. Update `sha256` to the checksum of produced `.pkg` (note lower-case string for the consistent style)
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1. Update `checkpoint` value. To do that run `brew cask _appcast_checkpoint --calculate 'https://github.com/PowerShell/PowerShell/releases.atom'`
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1. `brew cask style --fix ./powershell.rb`, make sure there are no errors
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1. `brew cask audit --download ./powershell.rb`, make sure there are no errors
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1. `brew cask upgrade powershell`, make sure that powershell was updates successfully
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1. Commit your changes, send a PR to [homebrew-cask](https://github.com/caskroom/homebrew-cask)
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### Preview
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Update it on preview releases.
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1. Add [homebrew cask versions](https://github.com/Homebrew/homebrew-cask-versions): `brew tap homebrew/cask-versions`
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1. `brew update`
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1. `cd /usr/local/Homebrew/Library/Taps/homebrew/homebrew-cask-versions/Casks`
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1. Edit `./powershell-preview.rb`:
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1. Update `version`
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1. Update `sha256` to the checksum of produced `.pkg` (note lower-case string for the consistent style)
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1. Update `checkpoint` value. To do that run `brew cask _appcast_checkpoint --calculate 'https://github.com/PowerShell/PowerShell/releases.atom'`
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1. `brew cask style --fix ./powershell-preview.rb`, make sure there are no errors
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1. `brew cask audit --download ./powershell-preview.rb`, make sure there are no errors
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1. `brew cask upgrade powershell-preview`, make sure that powershell was updates successfully
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1. Commit your changes, send a PR to [homebrew-cask-versions](https://github.com/Homebrew/homebrew-cask-versions)
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