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Default Branch Migration
Default Branch Migration
Instructions on how to migrate the default branch from master to main.
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Default Branch Migration

This document outlines steps needed to migrate the default branch of your repo from master to main.

Note: This document is currently a work in progress.

If you have questions about the process, reach out to the GitHub Management Team on the #github-management channel on slack or open an issue in the kubernetes/org repo.

Prerequisites

  • Create an issue in your repo to track the branch rename. You can paste this checklist in the issue body.

  • If you are not a root approver for the repo, assign a root approver for approval.

  • Once the issue has been approved, send a notice to your SIG's mailing list about the potential branch rename.

Changes pre-rename

Make the following changes before renaming the branch the master branch.

Note: There might be additional changes required that have not been covered in this checklist.

Note: There might be additional information available in the umbrella issue via [kubernetes/org#2222].

Anytime

These changes are non-disruptive and can be made anytime before renaming the branch.

Just before rename

These changes are disruptive and should be made just before renaming the branch.

  • For periodic prowjobs, or any prowjob that mentions the master branch in base_ref, update them to the main branch. Ensure that these changes happen in lock-step with the branch rename (jobs triggered in between landing these changes and renaming the branch will fail).

    • For bootstrap-based jobs, ensure the branch is explicitly specified, e.g. kubernetes/foo=main. kubernetes/test-infra#20667 may eventually allow for non-disruptive changes.
    • For pod-utils based jobs, ensure the branch is explicitly specified, e.g. base_ref: main. kubernetes/test-infra#20672 may eventually allow for non-disruptive changes.

  • If a prowjob mentions master in its name, rename the job to not include the branch name, e.g. pull-repo-verify-master -> pull-repo-verify. status-reconciler should automatically migrate PR status contexts to the new job name, and retrigger accordingly, but we have anecdotally found it sometimes misses changes.

    • NOTE: our infrastructure doesn't understand the concept of job renames, so from the perspective of e.g. https://testgrid.k8s.io the job will appear to have lost history and start from scratch.

  • If a prowjob calls scripts or code in your repo that explicitly reference master, update all references to use main, or auto-detect the remote branch

    • e.g. using git to auto-detect
    # for existing clones, update their view of the remote
git fetch origin
git remote set-head origin -a
# for new clones, or those updated as above, this prints "main" post-rename
echo $(git symbolic-ref refs/remotes/origin/HEAD)
    • e.g. using github's api to auto-detect
    # gh is https://github.com/cli/cli, this will print "main" post-rename
gh api /repos/kubernetes-sigs/slack-infra | jq -r .default_branch

  • If the repo has netlify configured for it, ask a member of the GitHub Management Team to rename the master branch to main in the netlify site config. It can't be controlled through the netlify config in the repo.

Approval

  • Once all non-disruptive tasks have been completed and disruptive tasks have been identified, assign the GitHub Management team (@kubernetes/owners) for approval.

Rename the default branch

  • Rename the default branch from master to main using the GitHub UI by following the official instructions.

Changes post-rename

After the default branch has been renamed to main, make the following changes.

Note: There might be additional changes required that have not been covered in this checklist.

Prowjobs

  • If a prowjob still references the master branch in the branches field, remove the master branch (see kubernetes/test-infra#20669 for an example).

Prow config

  • If the milestone_applier prow config references the master branch, remove it from the config.

  • If the branch_protection prow config references the master branch, remove it from the config.

Other

  • If any docs reference the master branch, update to main (URLs will be automatically redirected).

  • Ensure that CI and PR tests work fine.

    • If there are any outstanding PRs you can /approve to merge, do so to verify that presubmits and postsubmits work as expected

  • Trial the local development experience with a pre-rename clone.

  • Send a notice about the branch rename to your SIG's mailing list. Include the link to the GitHub instructions to rename your local branch.