starlingx/docs
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eede94e45dcb0b5e7cb4cb2c09da413d381003d5
docs/doc/source/contributor/doc_contribute_guide.rst
Ron Stone 76e85f7532 Escape rST (r5, r6, dsR6) 
Changes made under https://review.opendev.org/c/starlingx/docs/+/839788
are incompatible with excluding rST error samples from html checks.
Use HTML comments and escape codes to bypass error scanning.

Signed-off-by: Ron Stone <ronald.stone@windriver.com>
Change-Id: I307643a7c916537eea89cf36e5497dffbd26c8de
2022-05-02 10:42:07 +00:00

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.. _doc_contribute_guide:
===============================
Documentation Contributor Guide
===============================
This section describes the guidelines for contributing to the StarlingX
documentation.
.. contents::
:local:
:depth: 1
----------
Quickstart
----------
The StarlingX documentation uses reStructuredText (RST) markup syntax with
Sphinx extensions. It uses the same contribution setup and workflow as the
OpenStack documentation.
* `OpenStack Documentation Contributor Guide <https://docs.openstack.org/doc-contrib-guide/index.html>`_.
**********************
Setup for contribution
**********************
Follow the OpenStack instructions for `setting up for contribution
<https://docs.openstack.org/doc-contrib-guide/quickstart/first-timers.html#setting-up-for-contribution>`_.
*************
Make a change
*************
#. Make changes following the OpenStack instructions for:
#. `Starting a change <https://docs.openstack.org/infra/manual/developers.html#starting-a-change>`_
#. `Committing a change <https://docs.openstack.org/doc-contrib-guide/quickstart/first-timers.html#committing-a-change>`_.
.. note::
StarlingX requires the use of a **Signed-off-by** header. Use the
:command:`-s` option with :command:`git commit`.
#. When writing documentation, follow `Writing style`_ and `RST conventions`_.
#. Build the documentation locally to verify your changes before committing.
Follow the OpenStack instructions for
`Building documentation <https://docs.openstack.org/doc-contrib-guide/docs-builds.html>`_.
#. If needed, follow up with edits to your patch following the OpenStack
instructions for `Responding to requests <https://docs.openstack.org/doc-contrib-guide/quickstart/first-timers.html#responding-to-requests>`_.
--------------------------
Find tasks and help needed
--------------------------
If you are looking for work to complete:
* Refer to the `StarlingX documentation StoryBoard
<https://storyboard.openstack.org/#!/project/starlingx/docs>`_ for topics that
need content. Many topics have stub pages in the documentation with a link to
the associated story.
* Find open `documentation bugs on Launchpad
<https://bugs.launchpad.net/starlingx/+bugs?field.tag=stx.docs>`_.
If you make a contribution that has an the associated story, task, or bug in the
comment, link to the related story or bug as described in the
:ref:`Code Submission Guidelines <link-review-to-story>`.
-----------------
Docs organization
-----------------
Documentation for StarlingX is organized into the following sections:
:doc:`/introduction/index-intro-27197f27ad41`
Overview of the StarlingX project.
:doc:`/deploy_install_guides/index-install-e083ca818006`
Release-specific installation and deployment guides.
:doc:`/archive/configuration/index`
Configuration references for post-installation StarlingX system configuration.
:doc:`/operations/index`
System administration and maintenance guides.
:doc:`/api-ref/index`
REST API references for the StarlingX project. For additional information
about where REST API documentation is located, see `API documentation`_.
:doc:`/cli_ref/index`
Reference for the StarlingX project command line interface (CLI).
:doc:`/developer_resources/index`
Resources for developers using or building StarlingX.
:doc:`/releasenotes/index`
Release notes for all StarlingX releases.
:doc:`/contributor/index`
Overview and guidelines for contributing to StarlingX documentation.
*****************
API documentation
*****************
The structure and location of the REST API documentation deserves extra
explanation.
Most REST API content is generated from the StarlingX project associated with
the API. For example, the documentation for the StarlingX metal REST API is
generated from the `metal repository <https://opendev.org/starlingx/metal>`_.
API references for StarlingX extensions are part of the docs repository, located
in the ``api-ref`` project:
* StarlingX extensions to the OpenStack Block Storage API
* StarlingX extensions to the OpenStack Compute API
* StarlingX extensions to the OpenStack Image API
* StarlingX extensions to the OpenStack Networking API
The ``api-ref`` project also contains index pages used by Sphinx to
generate the final content tree. Note that the REST API landing page used to
render content in the generated website is found in the ``doc`` project.
For additional information on the API documentation, refer to
:doc:`api_contribute_guide`.
******************
Spec documentation
******************
Spec documentation is found in the
`Starlingx specs project <https://opendev.org/starlingx/specs>`_.
The ``specs/2019.03`` directory contains the documentation files for approved
and implemented specs.
-------------
Writing style
-------------
StarlingX documentation follows many (but not all!) of the writing style
guidelines described in the `OpenStack documentation writing style guide
<https://docs.openstack.org/doc-contrib-guide/writing-style.html>`_. Differences
between the StarlingX and OpenStack practices are highlighted below.
* Use Title Case for page titles. For example:
::
===============================
Documentation Contributor Guide
===============================
* Start section titles with an action verb. Do not use a gerund (word that ends
with -ing). For example:
::
------------------
Configure endpoint
------------------
.. _create-rst-files:
----------------
Create rST Files
----------------
Use the :command:`tox -e newfile` command to create new |RST| files.
.. rubric:: |context|
All |RST| files created in StarlingX documentation repositories must have the
following characteristics:
* They must have unique file names.
* They must have |RST| labels at the beginning of the files that match the file
names.
.. important::
These rules apply to *index* files as well as those containing user
documentation.
A utility is available for use from within each documentation repository you
have installed to generate uniquely named files for you.
.. rubric:: |prereq|
You must have :program:`uuidgen` installed on your system. This program is
included by default on most modern Linux distributions. If it is not installed,
consult your distribution's documentation for instructions.
.. rubric:: |proc|
#. Change to the directory where you wish to create a new topic.
Typically, this will be below the :file:`doc/source` directory of the
repository.
#. Run the following :command:`tox` command.
.. code-block:: bash
tox -e newfile
#. When prompted, enter a title for the new topic.
.. code-block:: none
:emphasize-lines: 3
You are about to create a new reStructuredText file in
/home/jdoe/starlingx/docs/doc/source/intro
or a content fragment file in doc/source/_includes
If this is not what you want, press CTL-C to quit and change to the directory
you want to create the file in.
Enter a title for the new topic. The file name and topic label used for
linking will be based on this value.
Topic title:
#. Review the directory (an example is highlighted above) that the utility
will create the new file in.
.. note::
This does not apply if you choose to create a content fragment using
the :kbd:`f` option when prompted. In that case, the file will be
saved to :file:`doc/source/_includes` regardless of your current
working directory.
#. If this is not correct, press :kbd:`CTL-C` to quit, change to the correct
directory, and run the command again; otherwise, type the topic title and
press :kbd:`ENTER`.
#. When prompted, select the type of |RST| stub file you want to create.
.. code-block:: none
Thanks. Now choose a topic type. Enter one of the following characters:
t) A task topic. Will contain the outline of a procedure.
i) An index.
r) A reference topic. Will contain a minimal list-table definition.
g) A minimal generic topic.
f) A content fragment included in an rST file. Will be saved to doc/source/_includes.
Topic type:
Each option creates a stub file with different templated content useful for
getting started. Press the corresponding key.
.. rubric:: |result|
The new |RST| file is created.
The title used in the new |RST| file matches what you typed exactly. However,
some changes have been made to the file name and topic label.
For example, if you entered ``Architectural Considerations!`` as a title,
listing the directory will show a file similar to the following:
.. code-block:: bash
$ ls
.. code-block:: none
architectural-considerations--d9dd4c105700.rst
The following changes were made.
* All alphabetical characters were converted to lower case.
* *Not shown* The characters ``+``, ``-``, ``@``, and ``&`` are replaced with
``plus``, ``minus``, ``at``, and ``and`` respectively.
* All spaces and other special characters, such as the ``!`` were replaced by
dashes.
* A final dash and 12 digit random string were appended to the file name.
* The extension :file:`.rst` was added for all options except :kbd:`f`, in
which case the extension :file:`.rest` was added.
* If you chose to create an ``index`` file by selecting :kbd:`i` when prompted,
:file:`index-` was prepended to the file name.
Examining the file reveals that the label matches the file name, while the
title is preserved as typed. No label was added if you selected :kbd:`f`.
.. code-block:: bash
cat architectural-considerations--d9dd4c105700.rst
.. code-block:: none
:emphasize-lines: 1,4
.. _architectural-considerations--d9dd4c105700:
=============================
Architectural Considerations!
=============================
.. content here
When you reference this file in ``toctree`` and ``ref`` directives, use
the file name/label string like this: ``architectural-considerations--d9dd4c105700``
------------------------
Automated quality checks
------------------------
Several automated checks are available to help improve and maintain the quality
of your documentation.
Some of these checks are run every time you perform a build and are intended to
catch errors before they are submitted for review. Others are invoked
independently of regular builds and are intended to identify problems prior to
a release.
*****************
Formatting checks
*****************
.. begin-post-build-checks
You can build the HTML documentation locally using the ``tox -e docs`` command.
After every successful build, several quality checks are performed against the
build HTML output.
.. parsed-literal::
Checking for "grey bar" formatting errors in output ...
Found 2 HTML file(s) with greybar formatting issues:
./dist_cloud/kubernetes/reinstalling-a-subcloud-with-redfish-platform-management-service.html
./dist_cloud/kubernetes/installing-a-subcloud-without-redfish-platform-management-service.html
Using a browser, locate vertical grey bars in the left margin of the above file(s), then correct the issue(s) in the corresponding rST file(s).
Checking for ".. include::" errors in output ...
Checking for unexpanded substitution errors in output ...
Found 1 HTML file(s) that may have unexpanded substitution(s):
./node_management/kubernetes/hardware_acceleration_devices/enabling-mount-bryce-hw-accelerator-for-hosted-vram-containerized-workloads.html:| 1d02 | |html-pipe|\ SATA\ |html-pipe| controller | Intel Corporation |
Correct the issue(s) in the corresponding rST file(s).
This sample shows three problems.
.. list-table:: Post-check issues and remedies
:header-rows: 1
:stub-columns: 1
:widths: auto
* - Test
- Explanation
- Remedy
* - Grey bars
- Scans the output for evidence of |RST| vertical grey bars inserted into the
output next to formatting errors and reports which files they were found
in.​
- #. Open the file :file:`doc/build/html/index.html` in a browser and
navigate to the page reported in the output.
#. Locate the grey bars.
.. tip::
Grey bars can be hard to find in some locations, such as notes,
where they are obscured by a background fill. Look for other
evidence of a problem such as an oversized font, text that
appears to be randomly bolded, or senseless line breaks.
#. Open the corresponding :file:`.rst` file and find the location
matching the grey bars in the output.
#. Correct the issue.
.. hint::
Grey bars are often caused by indentation errors.
* - Include errors
- Scans the output for malformed ``.. include::`` statements that result
in |RST| code and unintended content being exposed and reports which
files they were found in.​
- As above, find the problem in the appropriate
:file:`.rst` file by examining the :file:`.html` file reported. Look for
code fragments associated with ``.. include::`` directives such as
:start\ |html-comment|-after: and :end\ |html-comment|-before:
that have been exposed in the final output.
Correct the issues by making the code comply with the documentation at:
https://docutils.sourceforge.io/docs/ref/rst/directives.html#include
* - Substitution errors
- Scans the output for potential unexpanded substitutions such as
|html-pipe|\ prod\ |html-pipe| and reports which files they were found in, along with the
offending lines of HTML.
.. note::
This check cannot distinguish between a substitution and an ascii
output table where cells are not properly padded. In either case, the
problem needs to be fixed.
- As above, find the problem in the appropriate :file:`.rst` file by
examining the :file:`.html` file reported. Look for |html-pipe|\ <text>\ |html-pipe| code
exposed in the output. In the corresponding :file:`.rst`, find and
correct the issue.
.. hint::
Substitutions are not allowed in code blocks, :ref:, :doc:,
or within |RST| markup such as ``**``, ``*```, `````, and so on.
Substitutions cannot be used in ASCII "picture" style tables. If you
need a substitution in a table, use the ``.. list-table::`` format
instead.
.. end-post-build-checks
***********
Link checks
***********
Link checks are not performed as part of regular documentation builds. They are
intended to be run periodically and prior to a release.
You can invoke the Sphinx link checker with the following command:
.. code-block:: bash
$ tox -e linkcheck
Sphinx will perform a temporary build and then attempt to follow all external
links from the output files. Results are reported on the console and
logged for future use.
.. note::
You may need to disconnect any corporate firewall or VPN to allow the link
checker to reach external sites.
**Console output**
The following two lines illustrate output for a valid and a bad link on lines 1
and 2 respectively. In each case the name of the file being checked, the line
number the link was found on, and the link itself are reported. In the case of
a broken link, the server error code is also shown, in this case a 404 *file
not found* error. This indicates that the page may have moved or been deleted.
.. code-block:: none
:linenos:
(developer_resources/build_docker_image: line 120) ok http://mirror.starlingx.cengn.ca/mirror/starlingx/master/centos/latest_docker_image_build/outputs/wheels/stx-centos-stable-wheels.tar
(developer_resources/build_docker_image: line 122) broken http://mirror.starlingx.cengn.ca/mirror/starlingx/master/centos/latest_docker_image_build/outputs/wheels/stx-centos-dev-wheels.tar - 404 Client Error: Not Found for url: http://mirror.starlingx.cengn.ca/mirror/starlingx/master/centos/latest_docker_image_build/outputs/wheels/stx-centos-dev-wheels.tar
**Logs**
Non "OK" results such as *file not found* and *permanent redirect* are
logged under :file:`doc/build/linkcheck` in two files:
* :file:`doc/build/linkcheck/output.txt` provides a results log in plain-text
format.
* :file:`doc/build/linkcheck/output.json` provides the same information in
``JSON`` format.
Investigate all issues and update the links as needed. In the case of permanent
redirects, replace the existing URL with that of the redirect target.
************
Spell checks
************
Spell checks are not performed as part of regular documentation builds. They
are intended to be run periodically and prior to a release.
You can invoke the Sphinx link checker with the following command:
.. code-block:: bash
$ tox -e spellcheck
Sphinx will perform a temporary build and then check the output against a US
English dictionary. Results are reported on the console and logged for future
use.
**Console output**
Console output shows the path and name of the file an error was found in, the
line number, the misspelled term and the full line to provide context.
.. code-block:: none
doc/source/storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.rst:41: Spell check: aditional: used as aditional disk volumes for VMs booted from images.
**Logs**
Spell check logs are stored under :file:`doc/build/spelling` in
:file:`*.spelling` files located and named for their :file:`rst` counterparts.
For example, errors found in the file:
:file:`doc/source/storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.rst`
are logged in the file:
:file:`doc/build/spelling/storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.spelling`
Log files itemize one issue per line. For example:
.. code-block:: none
storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.rst:41: (aditional) used as aditional disk volumes for VMs booted from images
storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.rst:68: (num) For more information on how placement group numbers, (pg_num) can be set
storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.rst:72: (num) group numbers (pg_num) required based on pg_calc algorithm, estimates on
storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.rst:116: (num) To list all the pools with their pg_num values, use the following command,
storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.rst:119: (num) To get only the pg_num / pgp_num value, use the following command,
storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.rst:119: (num) To get only the pg_num / pgp_num value, use the following command,
storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.rst:142: (num) Increasing pg_num of a pool has to be done in increments of 64/
storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.rst:142: (num) pg_num number, retry and wait for the cluster to be
storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.rst:149: (num) pg_num of that pool, using the following commands:
storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.rst:162: (num) pgp_num should be equal to pg_num.
storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.rst:162: (num) pgp_num should be equal to pg_num.
storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.rst:203: (num) pg_num, pgp_num, crush_rule.
storage/openstack/config-and-management-ceph-placement-group-number-dimensioning-for-storage-cluster.rst:203: (num) pg_num, pgp_num, crush_rule
Note that the spell check in this example matched on the substring ``num``
several times in contexts such as ``pgp_num``. Cases such as this may call for
additional spell check customization.
Adding words
************
|org| documentation makes use of many technical terms that are not known to the
default dictionary.
You can add these to the file
:file:`doc/source/spelling_wordlist.txt`.
This file contains one term per line.
.. note::
* Care should be taken when adding terms to a custom dictionary to avoid
errors not being reported. For example, "fs" may be correct in a code
block but a typo in some other context. As a general rule, it is better
to have the spell checker over-report than under-report.
* It is important that :file:`spelling_wordlist.txt` be kept in
alphabetical order.
* :file:`spelling_wordlist.txt` is under :program:`git` management and
changes must be submitted for review and merge via a :program:`gerrit`
review.
---------------
RST conventions
---------------
StarlingX documentation follows many (but not all!) of the RST conventions
described in the `OpenStack documentation RST conventions guide
<https://docs.openstack.org/doc-contrib-guide/rst-conv.html>`_. If RST markup
is not listed in this section's quick reference, refer to the OpenStack guide.
For detailed information about RST and Sphinx extensions, refer to the following
documents:
* `Sphinx documentation <http://www.sphinx-doc.org/en/master/usage/restructuredtext/index.html>`_
* `reStructuredText primer <http://www.sphinx-doc.org/en/master/usage/restructuredtext/basics.html>`_
-------------------
RST quick reference
-------------------
.. contents::
:local:
:depth: 1
********
Acronyms
********
Define acronym at first instance on page. After definition, use acronym only.
**Input:**
::
:abbr:`CPU (Central Processing Unit)`
**Output:**
:abbr:`CPU (Central Processing Unit)`
************
Code samples
************
Format code snippets as standalone literal blocks.
**Input:**
::
::
ping 8.8.8.8
**Output:**
::
ping 8.8.8.8
********
Commands
********
Format commands using the Sphinx ``command`` role.
**Input:**
::
:command:`system help`
**Output:**
Use the :command:`system help` command for the full list of options.
****************
Cross-references
****************
Cross-reference to arbitrary locations in a document using the ``ref`` role and a
named target. Named targets must precede a section heading. For more information
on references, see
`Internal Hyperlink Targets <http://docutils.sourceforge.net/docs/user/rst/quickref.html#internal-hyperlink-targets>`_.
**Input:**
::
.. _my_named_target:
**********
My section
**********
This is the section we want to reference.
...
This is the reference to :ref:`my_named_target`.
**Output:**
.. _my_named_target:
**********
My section
**********
This is the section we want to reference.
...
This is the reference to :ref:`my_named_target`.
******************
Information blocks
******************
Emphasize information using notices (an *admonition* in Sphinx). Different types
of notices exist to emphasize degrees of information importance.
**Input:**
::
.. note::
Use a ``note`` for a generic message.
.. seealso::
Use ``seealso`` for extra but helpful information.
.. important::
Use ``important`` for details that can be easily missed, but should not be
ignored by a user and are valuable before proceeding.
.. warning::
Use ``warning`` to call out information the user must understand
to avoid negative consequences.
**Output:**
.. note::
Use a ``note`` for a generic message.
.. seealso::
Use ``seealso`` for extra but helpful information.
.. important::
Use ``important`` for details that can be easily missed, but should not be
ignored by a user and are valuable before proceeding.
.. warning::
Use ``warning`` to call out information the user must understand
to avoid negative consequences.
***************
Inline elements
***************
Format most inline elements such as filenames and paths, code fragments,
parameters, or options with double back ticks.
**Input:**
::
``/path/to/file.name``
``--option``
**Output:**
Open the ``/path/to/file.name`` file.
Optionally pass the ``--option`` with the command.
Refer to the
`OpenStack Inline elements guide <https://docs.openstack.org/doc-contrib-guide/rst-conv/inline-markups.html>`_
for markup for other inline elements.
*****
Lists
*****
Use a bulleted list for a sequence of items whose order does not matter, such as
a list of features.
**Input:**
::
* Banana
* Apple
* Orange
**Output:**
* Banana
* Apple
* Orange
Use an enumerated list for a sequence of items whose order matters, such as in
an ordered sequence of installation steps.
**Input:**
::
#. Wash apple.
#. Peel apple.
#. Eat apple.
**Output:**
#. Wash apple.
#. Peel apple.
#. Eat apple.
Use a definition list for an unordered list where each item has a short
definition, such as term/definition pairs.
**Input:**
::
Command A
Description of command A.
Command B
Description of command B.
**Output:**
Command A
Description of command A.
Command B
Description of command B.
****************
Section headings
****************
Use up to three levels of headings in one file using the following characters:
* Heading 1 (Page Title in Title Case) - underline and overline with equal signs;
* Heading 2 (Major page sections in Sentence case) - underline and overline with dashes;
* Heading 3 (subsections in Sentence case) - underline and overline with asterisks.
Example RST:
.. code-block:: rest
==============
Document Title
==============
Introduce the topic using 1-2 concise sentences. It should tell the user what
info can be found on this page.
.. contents:: // Use a local TOC to aid user navigation in the page
:local:
:depth: 1
---------------
Section heading
---------------
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
******************
Subsection heading
******************
Integer sed tortor nisi. Vivamus feugiat, urna in posuere gravida, ligula
nunc hendrerit magna, nec tristique ex tortor non lorem.
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