fleet/.github/ISSUE_TEMPLATE/release-qa.md

name	about	title	labels	assignees
Release QA	Checklist of required tests prior to release	Release QA:	#g-mdm,#g-endpoint-ops,:release	xpkoala,sabrinabuckets

Goal: easy-to-follow test steps for checking a release manually

Important reference data

1. fleetctl preview setup
2. permissions documentation
3. premium tests require license key (needs renewal) fleetctl preview --license-key=eyJhbGciOiJFUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJGbGVldCBEZXZpY2UgTWFuYWdlbWVudCBJbmMuIiwiZXhwIjoxNjQwOTk1MjAwLCJzdWIiOiJkZXZlbG9wbWVudCIsImRldmljZXMiOjEwMCwibm90ZSI6ImZvciBkZXZlbG9wbWVudCBvbmx5IiwidGllciI6ImJhc2ljIiwiaWF0IjoxNjIyNDI2NTg2fQ.WmZ0kG4seW3IrNvULCHUPBSfFdqj38A_eiXdV_DFunMHechjHbkwtfkf1J6JQJoDyqn8raXpgbdhafDwv3rmDw
4. premium tests require license key (active - Expires Sunday, January 1, 2023 12:00:00 AM) fleetctl preview --license-key=eyJhbGciOiJFUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJGbGVldCBEZXZpY2UgTWFuYWdlbWVudCBJbmMuIiwiZXhwIjoxNjcyNTMxMjAwLCJzdWIiOiJGbGVldCBEZXZpY2UgTWFuYWdlbWVudCIsImRldmljZXMiOjEwMCwibm90ZSI6ImZvciBkZXZlbG9wbWVudCBvbmx5IiwidGllciI6InByZW1pdW0iLCJpYXQiOjE2NDI1MjIxODF9.EGHQjIzM73YyMbnCruswzg360DEYCsDi9uz48YcDwQHq90BabGT5PIXRiculw79emGj5sk2aKgccTd2hU5J7Jw

Smoke Tests

Smoke tests are limited to core functionality and serve as a pre-release final review. If smoke tests are failing, a release cannot proceed.

Fleet core:

Fleet version (Head to the "My account" page in the Fleet UI or run fleetctl version):

Web browser (e.g. Chrome 88.0.4324):

Prerequisites

1. fleetctl preview is set up and running the desired test version using --tag parameters.
2. Unless you are explicitly testing older browser versions, browser is up to date.
3. Certificate & flagfile are in place to create new host.
4. In your browser, clear local storage using devtools.

Test name	Step instructions	Expected result	pass/fail
$Name	{what a tester should do}	{what a tester should see when they do that}	pass/fail
Update flow	remove all fleet processes/agents/etc using fleetctl preview reset for a clean slate run fleetctl preview with no tag for latest stable create a host/query to later confirm upgrade with STOP fleet-preview-server instances in containers/apps on Docker run fleetctl preview with appropriate testing tag	All previously created hosts/queries are verified to still exist	pass/fail
Login flow	navigate to the login page and attempt to login with both valid and invalid credentials to verify some combination of expected results. navigate to the login page and attempt to login with both valid and invalid sso credentials to verify expected results.	text fields prompt when blank correct error message is "authentication failed" forget password link prompts for email valid credentials result in a successful login. valid sso credentials result in a successful login	pass/fail
Query flow	Create, edit, run, and delete queries.	permissions regarding creating/editing/deleting queries are up to date with documentation syntax errors result in error messaging queries can be run manually	pass/fail
Host Flow	Verify a new host can be added and removed following modal instructions using your own device.	Host is added via command line Host serial number and date added are accurate Host is not visible after it is deleted Warning and informational modals show when expected and make sense	pass/fail
Packs flow	Verify management, operation, and logging of ["2017 packs"](https://fleetdm.com/handbook/company/why-this-way#why-does-fleet-support-query-packs).	Packs successfully run on host machines after migrations New Packs can be created Packs can be edited and deleted Packs results information is logged	pass/fail
Log destination flow	Verify log destination for software, query, policy, and packs.	Software, query, policy, and packs logs are successfully sent to external log destinations Software, query, policy, and packs logs are successfully sent to Filesystem log destinations	pass/fail
My device page	Verify the end user's my device page loads successfully.	Clicking the Fleet desktop item, then "My device" successfully loads the my device page. The "My device" page is populated correctly and as expected. Styling and padding appears correct.	pass/fail
MDM enrollment flow	Verify MDM enrollments, run MDM commands	Erase an ADE-eligible macOS host and verify able to complete auomated enrollment flow. With Windows MDM turned On, enroll a Windows host and verify MDM is turned On for the host. Verify able to run MDM commands on both macOS and Windows hosts from the CLI.	pass/fail
Scripts	Verify script library and execution	Verify able to run a script on all host types from CLI. Verify scripts library upload/download/delete. From Host details (Windows and macOS) run a script that should PASS, verify. From Host details (Windows and macOS) run a script that should FAIL, verify. Verify UI loading state and statuses for scripts. Disable scripts globally and verify unable to run. Verify scripts display correctly in Activity feed.	pass/fail
OS settings	Verify OS settings functionality	Verify able to configure Disk encryption. Verify host enrolled with Disk encryption enforced successfully encrypts. Verify Profiles upload/download/delete (macOS & Windows). Verify profiles are delivered to host and applied.	pass/fail
Setup experience	Verify macOS Setup experience	Configure End user authentication. Upload a Boostrap package. Enroll an ADE-eligible macOS host and verify successful authentication. Verify Boostrap package is delivered.	pass/fail
OS updates	Verify OS updates flow	Configure OS updates (macOS & Windows). Verify on-device that Nudge prompt appears (macOS).	pass/fail
Migration Test	Verify Fleet can migrate to the next version with no issues.	Using the migration scripts located in fleet/test/upgrade/ Run the upgrade_test.go script using the most recent stable version of Fleet and main. Upgrade test returns an 'OK' response.	pass/fail
Migration Test with Percona XtraDB MySQL Server	Verify Fleet can migrate to the next version without issues when using a specific version of Percona XtraDB Server.	Run the instructions in tools/percona/test/README.md	pass/fail
Release blockers	Verify there are no outstanding release blocking tickets.	Check this filter to view all open ~release blocker tickets. If any are found raise an alarm in the #help-engineering and #help-product-design channels.	pass/fail

Notes

Issues found new to this version:

Issues found that reproduce in last stable version:

What has not been tested:

Include any notes on whether issues should block release or not as needed:

fleetd agent:

Includes updates to:

• Orbit: True / False
• Desktop: True / False
• Chrome extension: True / False

List versions changes for any component updates below:

• Orbit v1.xx.x > v1.xx.x
• Desktop v1.xx.x > v1.xx.x
• Chrome extension v1.xx.x > v1.xx.x

Prerequisites

1. Build a new fleetd from the release candidate branch as neded for Orbit, Desktop, and Chrome Extension.

Test name	Step instructions	Expected result	pass/fail
$Name	{what a tester should do}	{what a tester should see when they do that}	pass/fail
`fleetd` tests	1. Create binaries for Mac, Windows, and Ubuntu running against the `edge` channels and install (--orbit-channel edge, --desktop-channel edge). 2. Work with engineer leading the release to push changes to the `edge` channel.	1. Confirm the hosts running on the edge channel receive the update and are working correctly. 2. Confirm any new features and/or bug fixes associated with this release are working as intended.	pass/fail
`fleetd` auto-update tests	1. Conduct the [`fleetd` auto-update n+1 test]([url](https://github.com/fleetdm/fleet/blob/main/tools/tuf/test/Fleetd-auto-update-test-guide.md)) 2. QA certifies new release by commenting in issue. 3. Engineer waits at least 1 business day, then promotes update to `stable`.	1. Agent successfully auto-updates. 2. Issue is certified by QA. 3. Agent is promoted to `stable`. 4. Confirms agents running on `stable` receive the new update.	pass/fail

Notes

Issues found new to this version:

Issues found that reproduce in last stable version:

What has not been tested:

Include any notes on whether issues should block release or not as needed: