1 .. This work is licensed under a Creative Commons Attribution 4.0 International
2 .. License. http://creativecommons.org/licenses/by/4.0
3 .. Copyright (C) 2021 Deutsche Telekom AG
7 *******************************************
8 Setup of a Documentation Development System
9 *******************************************
13 #########################################################################
14 HOW TO FILL THIS SECTION:
17 Name the ONAP release(s) where this document has a relevance.
18 ONAP release number (ONAP release name starting with a capital letter)
20 8.0.0 (Honolulu) - 1.0.0 (Amsterdam)
21 7.0.1 (Guilin) - 3.0.0 (Casablanca), 1.0.0 (Amsterdam)
24 Date of last review and/or update of this document.
25 Add "none" for a new document. Add concrete date if reviewed/updated.
26 Use en-US format (mm/dd/yyyy).
29 Initial release date of this document.
30 Use en-US format (mm/dd/yyyy).
33 Name of the author and company name. Use comma to separate.
35 Jane Doe (ACME), John Doe (ACME)
37 ! PLEASE DO NOT CHANGE THE STRUCTURE OF THIS SECTION.
38 ! PLEASE ADD ONLY REQUESTED INFORMATION BELOW!
39 #########################################################################
42 8.0.0 (Honolulu) - 1.0.0 (Amsterdam)
51 Thomas Kulik (Deutsche Telekom AG)
53 -------------------------------------------------------------------------------
55 .. contents:: Table of Contents
57 -------------------------------------------------------------------------------
62 This guide provides a detailed description to set up a system suitable to
63 create, check and preview documentation locally. The targeted readership are
64 beginners and people interested in creating documentation.
66 The guide describes the setup of a development system from scratch using the
67 Ubuntu Desktop version installed in a virtual machine. It includes all required
68 steps and also some optional ones that may ease your daily work with this
69 development system. Feel free to adapt it to your needs.
71 In general, formal ONAP documentation uses the reStructuredText markup language
72 and the files have an ``.rst`` extension. They are part of almost every ONAP
73 project and can be found in the ``docs`` directory. The files are automatically
74 processed and you find the final ONAP documentation build hosted on
75 `ReadTheDocs <https://docs.onap.org>`__.
77 -------------------------------------------------------------------------------
82 .. note:: This section is for information only and should not be understood as
88 +----------------------------------------+
89 | ubuntu-20.04.2.0-desktop-amd64.iso |
90 +----------------------------------------+
92 Please check what image must be used for your type of hardware.
97 +-------------------------+------------+
99 +-------------------------+------------+
100 | Processors / Cores each | 2 / 2 |
101 +-------------------------+------------+
102 | Hard Disk | 64 GB |
103 +-------------------------+------------+
105 Depending on your requirements you can modify the values for virtual memory,
106 processors, cores or hard disk space.
111 Follow the instructions of your virtualization solution to install Ubuntu in a
112 virtual machine. Log in after the installation has finished.
114 -------------------------------------------------------------------------------
119 .. note:: This section is optional and should not be understood as a
125 The following actions are performed on the Ubuntu desktop. You may use the
126 desktop search function :guilabel:`Show Applications` (the |ShowApp| symbol in
127 the bottom left corner) to find the required applications. Later on you need to
128 start also a :guilabel:`Terminal` window from here.
133 Open :guilabel:`Software Updater` and update already installed Ubuntu packages.
134 You may need to restart the system afterwards.
139 Open :guilabel:`Language Support`. You are asked to complete the installation.
140 Select the :guilabel:`Install` button to complete. Continue in the
141 :guilabel:`Language Support` window and open
142 :guilabel:`Install / Remove Languages`. Then select your preferred
143 :guilabel:`<LANGUAGE>`. Choose :guilabel:`Apply` to install the additional
149 Continue to the :guilabel:`Regional Formats` tab. Select a
150 :guilabel:`<FORMAT>` to show e.g. date, time and numbers in your preferred
151 format. Press :guilabel:`Close` to close the window.
156 To change the keyboard layout used e.g. in command line windows, open
157 :guilabel:`Settings`. Navigate to :guilabel:`Region & Language`. At
158 :guilabel:`Input Sources` press the :guilabel:`+` sign. Select your preferred
159 :guilabel:`<INPUTSOURCE>` and use :guilabel:`Add` to add it. Move it to the top
160 of the list using drag and drop. Close the window. You may need to logout from
161 the UI and login again to make your changes effective.
166 Open :guilabel:`Settings`. Navigate to :guilabel:`Privacy` >
167 :guilabel:`Screen Lock` and change settings for :guilabel:`Blank Screen Delay`
168 and :guilabel:`Automatic Screen Lock` to values of your choice. Close the
171 -------------------------------------------------------------------------------
173 Disable sudo password for your user
174 ===================================
176 .. warning:: This section is optional and should not be understood as a
177 requirement. Disabling password authentication for all commands is very
178 convenient at use **but it strongly exposes your system to malicious code**.
179 For a system dedicated to development it might be OK, but not for a
180 production system! Handle with care. You have been warned.
182 Open a :guilabel:`Terminal` window and start the ``visudo`` editor with ...
188 and add ``<USER> ALL=(ALL) NOPASSWD:ALL`` to the end of the file. Replace
189 ``<USER>`` with your user name.
191 -------------------------------------------------------------------------------
193 Install python3 related packages
194 ================================
196 .. note:: The main python3 package is preinstalled in Ubuntu 20.04.
198 Open a :guilabel:`Terminal` window and update the package management system
207 Install python3 related packages with ...
211 sudo apt install -y python3-pip
212 sudo apt install -y build-essential
213 sudo apt install -y libssl-dev
214 sudo apt install -y libffi-dev
215 sudo apt install -y python3-dev
216 sudo apt install -y python3-venv
219 Check the python3 version with ...
225 -------------------------------------------------------------------------------
227 Install git and documentation related packages
228 ==============================================
230 Install the required packages with ...
234 sudo apt install -y git
235 sudo apt install -y git-review
236 sudo apt install -y python3-sphinx
237 sudo apt install -y python3-doc8
238 sudo apt install -y curl
239 sudo apt install -y jq
241 Check the git version with ...
247 -------------------------------------------------------------------------------
249 Create virtual environment and activate
250 =======================================
252 In this guide, virtual environments are generally located in your home
253 directory under ``~/environments``. For the development of ONAP documentation
254 the virtual environment ``onapdocs`` is created. The full path is consequently
255 ``~/environments/onapdocs``.
262 python3 -m venv onapdocs
263 cd ~/environments/onapdocs
266 To indicate that you are now working in an virtual environment, the prompt of
267 your terminal has changed. Now it starts with ``(onapdocs)``.
269 -------------------------------------------------------------------------------
271 Install required Sphinx packages in activated environment
272 =========================================================
274 It is :strong:`important` to activate the ``onapdocs`` environment before you
275 continue. If not already done, activate environment with ...
279 cd ~/environments/onapdocs
282 To indicate that you are now working in an virtual environment, the prompt of
283 your terminal has changed. Now it starts with ``(onapdocs)``.
285 .. important:: Now you are installing packages only for the 'onapdocs' virtual
291 pip3 install sphinx_rtd_theme
292 pip3 install sphinxcontrib-blockdiag
293 pip3 install sphinxcontrib-needs
294 pip3 install sphinxcontrib-nwdiag
295 pip3 install sphinxcontrib-seqdiag
296 pip3 install sphinxcontrib-swaggerdoc
297 pip3 install sphinxcontrib-plantuml
298 pip3 install lfdocs-conf
303 .. tip:: Remember the path
304 ``/home/<USER>/environments/onapdocs/bin/sphinx-build``, you need it later
305 to configure a VSC extension.
307 -------------------------------------------------------------------------------
309 Install Visual Studio Code (VSC) and update already installed applications
310 ==========================================================================
312 The following actions are performed on the Ubuntu desktop. You may use the
313 desktop search function :guilabel:`Show Applications` (the |ShowApp| symbol in
314 the bottom left corner) to find the required applications.
316 Open :guilabel:`Ubuntu Software` > :guilabel:`Development`, select
317 :guilabel:`Visual Studio Code` and press :guilabel:`Install` to install the
318 integrated development environment (IDE).
320 Open :guilabel:`Ubuntu Software` > :guilabel:`Updates` to ensure that your
321 installed applications are up to date.
323 -------------------------------------------------------------------------------
325 Clone example repo (no LF account)
326 ==================================
331 For a quick start you can clone e.g. the ``doc`` repository even without a
332 Linux Foundation (LF) account with ...
336 cd ~/environments/onapdocs
337 git clone --branch master https://git.onap.org/doc/ ./doc
339 -------------------------------------------------------------------------------
341 Clone example repo (LF account used)
342 ====================================
344 Prerequisite configuration
345 --------------------------
347 If you plan to contribute to the ONAP community and you want to submit changes
348 to a specific project later on, please refer to the
349 `ONAP Developer Wiki <https://wiki.onap.org>`__ to get information about all
350 the prerequisite details.
352 If you already have a LF account and you have shared your public ssh key you
353 can finalize the configuration of this development system by updating your ssh
354 configuration in the ``~/.ssh`` directory by copying over ``config``,
355 ``id_rsa`` and ``id_rsa.pub``
357 In addition you configure ``git`` and ``git-review`` with ...
361 git config --global user.email "<GIT-EMAIL>"
362 git config --global user.name "<GIT-USER>"
363 git config --global --add gitreview.username "<GIT-USER>"
364 git config --global gitreview.remote origin
366 Replace ``<GIT-EMAIL>`` and ``<GIT-USER>`` with your account details.
373 cd ~/environments/onapdocs
374 git clone --recurse-submodules ssh://<GIT-USER>@gerrit.onap.org:29418/doc
376 -------------------------------------------------------------------------------
378 Start VSC in the correct directory
379 ==================================
381 Start VSC (always) in the ``docs`` directory of your repository. For the
382 ``doc`` repository used in this example do this with ...
390 .. tip:: ``~/environments/onapdocs/doc/docs`` is now your
391 ``${workspaceFolder}`` because you have started VSC (``code .``) from here!
393 -------------------------------------------------------------------------------
395 Disable Telemetry of VSC
396 ========================
398 In case you want to disable telemetry functionality of Visual Studio Code, open
399 :guilabel:`File` > :guilabel:`Preferences` > :guilabel:`Settings` and
400 search for ``telemetry``. Then uncheck
401 :guilabel:`Telemetry: Enable Crash Reporter` and
402 :guilabel:`Telemetry: Enable Telemetry`
404 .. warning:: Extensions may be collecting their own usage data and are not
405 controlled by the ``telemetry.enableTelemetry`` setting. Consult the
406 specific extension's documentation to learn about its telemetry
407 reporting and whether it can be disabled. See also
408 https://code.visualstudio.com/docs/getstarted/telemetry
410 -------------------------------------------------------------------------------
412 Install VSC extensions and configure reStructuredText extension
413 ===============================================================
415 Install VSC extensions
416 ----------------------
418 Extension bring additional power to Visual Studio Code. To search and install
419 them, open :guilabel:`File` > :guilabel:`Preferences` > :guilabel:`Extensions`
420 or use the keyboard shortcut ``[Ctrl+Shift+X]``. Then enter the name of the
421 extension in the :guilabel:`Search Extensions in Marketplace` window.
422 Press :guilabel:`Install` if you have found the required extension.
426 +-----------------------+-----------------------------------------+
427 | Python | ms-python.python |
428 +-----------------------+-----------------------------------------+
429 | reStructuredText | lextudio.restructuredtext |
430 +-----------------------+-----------------------------------------+
431 | Code Spell Checker | streetsidesoftware.code-spell-checker |
432 +-----------------------+-----------------------------------------+
433 | Prettier | esbenp.prettier-vscode |
434 +-----------------------+-----------------------------------------+
435 | GitLens | eamodio.gitlens |
436 +-----------------------+-----------------------------------------+
438 Configure reStructuredText extension
439 ------------------------------------
441 To configure ``reStructuredText`` extension, open :guilabel:`File` >
442 :guilabel:`Preferences` > :guilabel:`Extensions` or use the keyboard shortcut
443 ``[Ctrl+Shift+X]``. Then enter ``reStructuredText`` in the
444 :guilabel:`Search Extensions in Marketplace` window. After you have found the
445 extension press :guilabel:`Manage` (the little |GearSymb| symbol on the right
446 bottom) and select :guilabel:`Extension Settings`. A new windows in VSC shows
447 all the parameters. Change the following ones:
449 :strong:`Restructuredtext › Linter: Executable Path`
452 :strong:`Restructuredtext › Linter: Name`
455 :strong:`Restructuredtext: Sphinx Build Path`
456 ``/home/<USER>/environments/onapdocs/bin/sphinx-build``
458 Replace ``<USER>`` with your user name.
460 Only in case the preview creates an error message, try ...
462 :strong:`Restructuredtext: Conf Path`
463 ``${workspaceFolder}/docs``
465 Close the :guilabel:`Extension Settings` window.
467 -------------------------------------------------------------------------------
469 Open a .rst file and preview it in VSC
470 ======================================
475 Select :guilabel:`View` > :guilabel:`Explorer`. Or use the |FileExpl| symbol in
476 the upper left corner. Expand the ``docs`` folder by clicking on the ``>``
477 symbol. Select the file ``index.rst``. The code shows up in the right pane
480 Alternatively you can open this guide and see how it looks like in the
481 reStructuredText format. It can be found in ``docs/guides/onap-documentation``
482 and is named ``setup-of-a-doc-dev-system.rst``.
487 You may see problems with the reStructuredText markup because the code is
488 underlined in various colors. For the details select :guilabel:`View` >
489 :guilabel:`Problems` to open an additional window at the bottom of VSC.
491 When you select a specific entry in the problem list, the code window is
492 updated to show the related line in the code.
497 Now select :guilabel:`Preview To The Side` (the |Preview| symbol on the top
498 right) or use keyboard shortcut ``[Ctrl+k Ctrl+r]`` to open the preview window
499 on the right hand side. This may take a few seconds. The preview shows up and
500 renders the ``index.rst`` as it would look like on ReadTheDocs.
505 The learnings are ...
508 - Start VSC always in the ``docs`` directory of the repository. Use the
509 command ``code .``. Then navigate via VSC's :guilabel:`Explorer`
510 |FileExpl| to the directory which contains the file you like to edit. VSC
511 may ask you, which ``conf.py`` VSC should use. Choose the one which
512 resides in the directory where you have started VSC. Check also the (blue)
513 bottom line of VSC. There you see which ``conf.py`` is currently in use.
514 The content of ``conf.py`` affects how the documentation is presented.
515 - VSC may claim that some packages require an update. This can be easily
516 fixed. VSC offers automatically to install or update the package.
517 - VSC may ask you to install ``snooty``. Please install.
518 - Select the correct environment in the (blue) bottom line
519 ``'onapdocs':venv``. Have also a view on the other interesting
520 information (e.g. the ``conf.py`` which is currently in use).
521 - First, close and reopen preview if preview is not shown properly.
522 - Second, close and reopen VSC if preview is not shown properly.
523 - Save your file if an error does not disappear after you have corrected it.
524 - You can not navigate within the document structure by clicking the links
525 in the preview. You always have to choose the correct file in the VSC
526 :guilabel:`Explorer` window.
531 Congratulations, well done! You have configured a system well suited to
532 develop ONAP documentation and to master the challenges of reStructuredText.
533 Now have a look at all the different elements of reStructuredText and learn how
534 to use them properly. Or maybe you like to do some optional configurations at
537 -------------------------------------------------------------------------------
539 Optional VSC Configuration
540 ==========================
545 To add a ruler that indicates the line end at 79 characters, open
546 :guilabel:`File` > :guilabel:`Preferences` > :guilabel:`Settings` and enter
547 ``ruler`` in the :guilabel:`Search settings` field. In
548 :guilabel:`Editor: Rulers` click on :guilabel:`Edit in settings.json` and add
549 the value ``79``. The result should look like this:
557 Disable Synchronized Scrolling of Editor and Preview
558 ----------------------------------------------------
560 To disable the synchronized scrolling of editor and preview, open
561 :guilabel:`File` > :guilabel:`Preferences` > :guilabel:`Settings` and
562 search for ``Restructuredtext › Preview: Scroll``. Then uncheck
563 :guilabel:`Restructuredtext › Preview: Scroll Editor With Preview` and
564 :guilabel:`Restructuredtext › Preview: Scroll Preview With Editor`
566 -------------------------------------------------------------------------------
571 .. note:: This section is optional and should not be understood as a
577 Open :guilabel:`Add-Ons and Themes`, then search and install the following
580 +------------------------------+-------------------------------+
581 | I don't care about cookies | Get rid of cookie warnings. |
582 +------------------------------+-------------------------------+
583 | UBlock Origin | A wide-spectrum blocker. |
584 +------------------------------+-------------------------------+
585 | LastPass Password Manager | Used in the Linux Foundation. |
586 +------------------------------+-------------------------------+
591 Install this simple editor with ...
595 sudo apt install -y retext
597 -------------------------------------------------------------------------------
602 This is a collection of helpful resources if you want to extend and deepen your
608 - `Write The Docs: Documentation Guide <https://www.writethedocs.org/guide>`__
613 - `How To Install Git on Ubuntu 20.04 <https://www.digitalocean.com/community/tutorials/how-to-install-git-on-ubuntu-20-04>`__
618 - `Install Python for Most Features <https://docs.restructuredtext.net/articles/prerequisites.html#install-python-for-most-features>`__
619 - `How To Install Python 3 and Set Up a Programming Environment on an Ubuntu 20.04 Server <https://www.digitalocean.com/community/tutorials/how-to-install-python-3-and-set-up-a-programming-environment-on-an-ubuntu-20-04-server>`__
620 - `Using Python environments in VS Code <https://code.visualstudio.com/docs/python/environments>`__
621 - `Getting Started with Python in VS Code <https://code.visualstudio.com/docs/python/python-tutorial>`__
622 - `Linux Foundation Docs Conf <https://pypi.org/project/lfdocs-conf/>`__
624 ReadTheDocs Sphinx Theme
625 ------------------------
627 - `ReadTheDocs Sphinx Theme (Recommended Reading!) <https://sphinx-rtd-theme.readthedocs.io/en/stable/>`__
628 - `ReadTheDocs Sphinx Theme Configuration <https://sphinx-rtd-theme.readthedocs.io/en/latest/configuring.html>`__
633 - `reStructuredText Directives <https://docutils.sourceforge.io/docs/ref/rst/directives.html>`__
634 - `reStructuredText and Sphinx Cheat Sheet I <https://thomas-cokelaer.info/tutorials/sphinx/rest_syntax.html>`__
635 - `reStructuredText and Sphinx Cheat Sheet II <https://docs.typo3.org/m/typo3/docs-how-to-document/master/en-us/WritingReST/CheatSheet.html>`__
636 - `Online reStructuredText Editor <http://rst.ninjs.org/#>`__
641 - `Sphinx Documentation Generator <https://www.sphinx-doc.org/en/master/>`__
646 - `Virtualized Ubuntu Desktop Edition <https://linuxconfig.org/ubuntu-20-04-system-requirements>`__
648 Visual Studio Code (VSC)
649 ------------------------
651 - `VSC Basic Editing <https://code.visualstudio.com/docs/editor/codebasics>`__
652 - `Code Formatting with Prettier in Visual Studio Code <https://www.digitalocean.com/community/tutorials/code-formatting-with-prettier-in-visual-studio-code>`__
653 - `VSC Icons <https://github.com/microsoft/vscode-icons>`__
655 -------------------------------------------------------------------------------
660 There are still some open topics or issues in this guide. They are subject
661 for one of the upcoming releases.
663 - consider ``pandoc`` in this guide?
664 - VSC / reStructuredText Extension Settings / reStructuredText: Sphinx Build
665 Path: ${workspaceRoot} , ${workspaceFolder} , any alternatives?
666 - link to full ``ssh`` install/config?
667 - link to full ``git`` install/config?
668 - how to limit line width to improve readability? setting in conf.py?
669 - keyboard shortcut ``[Ctrl+Shift+X]`` or :kbd:`Ctrl` + :kbd:`Shift` +
670 :kbd:`X` Is this a problem in the RTD theme?
671 - use ``menuselection``
672 :menuselection:`My --> Software --> Some menu --> Some sub menu 1`?
673 - evaluate and add VSC extension to "draw" tables in an aided way
674 - add infos for config files, e.g. ``conf.py``, ``conf.yaml``
675 - find the reason for VSC error message
676 ``Substitution definition "ShowApp" empty or invalid.``
677 - find the reason for VSC error message
678 ``Unexpected indentation``
679 - find a solution to wrap lines in VSC automatically (79 chars limit)
680 - evaluate ``snooty`` and describe functionality (build in? not a extension?)
681 - add a table explaining the role of installed packages/extensions in every
685 #########################################################################
686 EMBEDDED PICTURES & ICONS BELOW
687 #########################################################################
689 .. |ShowApp| image:: ./media/view-app-grid-symbolic.svg
692 .. |Preview| image:: ./media/PreviewOnRightPane_16x.svg
695 .. |FileExpl| image:: ./media/files.svg
698 .. |GearSymb| image:: ./media/gear.svg