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| # Contributing guide | ||
| # Contributing Guide | ||
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| Welcome to Percona Link for MongoDB documentation! | ||
| Welcome to Percona ClusterSync for MongoDB (PCSM) documentation! | ||
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| We're glad that you would like to become a Percona community member and participate in keeping open source open. | ||
| We're glad that you would like to become a Percona community member and help keep open source open. | ||
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| Percona Link for MongoDB is a tool for replicating data from a source MongoDB cluster to a target MongoDB cluster. It supports cloning data, replicating changes, and managing collections and indexes. | ||
| Percona ClusterSync for MongoDB is a tool for replicating data from a source MongoDB cluster to a target MongoDB cluster. It supports cloning data, replicating changes, and managing collections and indexes. | ||
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| This repository contains the source file for PLM documentation and this document explains how you can contribute to it. | ||
| This repository contains the source file for PCSM documentation, and this document explains how you can contribute to it. | ||
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| If you'd like to submit a PLM code patch, follow the [Contributing section in PLM's code repository](https://github.com/percona/percona-link-mongodb/blob/main/README.md#contributing). | ||
| If you'd like to submit a PCSM code patch, follow the [Contributing section in PLM's code repository](https://github.com/percona/percona-link-mongodb/blob/main/README.md#contributing). | ||
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| ## Contributing to documentation | ||
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| Percona Backup for MongoDB documentation is written in [Markdown] language, so you can | ||
| [edit it online via GitHub](#edit-documentation-online-via-github). If you wish to have more control over the doc process, jump to how to [edit documentation locally](#edit-documentation-locally). | ||
| We welcome contributions from all users and the community. By contributing, you agree to the [Percona Community code of conduct] (https://percona.community/contribute/coc/). Thank you for deciding to contribute and help us improve the Percona Server documentation. | ||
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| Before you start, learn what [git], [MkDocs] and [Docker] are and what [Markdown] is and how to write it. For your convenience, there's also a cheat sheet to help you with the syntax. | ||
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| The doc files are in the `docs` directory. | ||
| You can contribute to the documentation in the following ways: | ||
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| ### Edit documentation online via GitHub | ||
| ### Rate and comment on documentation pages | ||
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| 1. Click the <img src="_resource/.icons/edit_page.png" width="20px" height="20px"/> **Edit this page** icon next to the page title. The source `.md` file of the page opens in GitHub editor in your browser. If you haven’t worked with the repository before, GitHub creates a [fork](https://docs.github.com/en/github/getting-started-with-github/fork-a-repo) of it for you. | ||
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| 2. Edit the page. You can check your changes on the **Preview** tab. | ||
| Each documentation page includes a Rate this page feature at the bottom that allows you to assign stars (1-5) and leave comments. This is a quick and easy way to provide feedback about the documentation. | ||
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| 3. Commit your changes. | ||
| To rate a page: | ||
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| - In the *Commit changes* section, describe your changes. | ||
| - Select the **Create a new branch for this commit and start a pull request** option | ||
| - Click **Propose changes**. | ||
| 1. Use the star rating system to rate the page (1-5 stars). | ||
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| 4. GitHub creates a branch and a commit for your changes. It loads a new page on which you can open a pull request to Percona. The page shows the base branch - the one you offer your changes for, your commit message and a diff - a visual representation of your changes against the original page. This allows you to make a last-minute review. When you are ready, click the **Create pull request** button. | ||
| 5. Someone from our team reviews the pull request and if everything is correct, merges it into the documentation. Then it gets published on the site. | ||
| 2. Leave a comment describing your feedback. | ||
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| ### Edit documentation locally | ||
| >[!Important] | ||
| If you’d like the documentation team to fix or improve something, please leave **clear and detailed comments**. This helps us understand the issue faster and address it more efficiently. | ||
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| * What issue did you encounter, or what improvement would you like to see | ||
| * Which section or topic needs clarification or correction | ||
| * Any specific examples or use cases that would help | ||
| * The version or environment you're using (if relevant) | ||
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| * Steps to reproduce any issues you found | ||
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| This option is for users who prefer to work from their computer and / or have the full control over the documentation process. | ||
| **Detailed comments are essential** - they help us understand your needs and make the documentation better for everyone. Brief comments like "this is confusing" or "needs improvement" are helpful, but specific details about what's confusing or what needs improvement allow us to take the appropriate action. | ||
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| The steps are the following: | ||
| ### Add a topic in the Percona Community Forum | ||
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| The [Percona Community Forum](https://forums.percona.com/) is a public discussion platform where you can ask questions, share feedback, or suggest improvements to the documentation. Use the forum to start a conversation about documentation issues, request clarifications, or discuss potential changes with the community and documentation team. | ||
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| 1. Fork this repository | ||
| 2. Clone the repository on your machine: | ||
| To add a topic, navigate to the [Percona Product Documentation category](https://forums.percona.com/c/percona-product-documentation/71) in the Percona Community Forum and select **New Topic**. Complete the form and select **Create Topic** to add the topic to the forum. | ||
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| ```sh | ||
| git clone git@github.com:<your_name>/plm-docs.git | ||
| ``` | ||
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| 3. Change the directory to ``pbm-docs`` and add the remote upstream repository: | ||
| ### Request a change with a Jira issue | ||
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| ```sh | ||
| git remote add upstream git@github.com:percona/plm-docs.git | ||
| ``` | ||
| Create a Jira ticket to report documentation issues or request changes. This method is useful for formal tracking or when you want the documentation team to handle the changes. | ||
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| 4. Pull the latest changes from upstream | ||
| 1. Open the [Percona Server Jira project](https://jira.percona.com/projects/PCSM/issues) in your browser. | ||
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| ```sh | ||
| git fetch upstream | ||
| git merge upstream/main | ||
| ``` | ||
| 2. Sign in (or create a Percona Jira account if you don't have one). | ||
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| 5. Create a separate branch for your changes | ||
| 3. Click the **Create** button. | ||
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| ```sh | ||
| git checkout -b <my_branch> | ||
| ``` | ||
| 4. Fill in the required fields: | ||
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| 6. Make changes. See the [Repository structure](#repository-structure) to for details what files this repo contains and their purpose. | ||
| 7. Check your changes. Some editors (Sublime Text, VSCode and others) have the Markdown preview which you can use to check how the page is rendered. Alternatively, you can [build the documentation](#building-the-documentation) to know exactly how the documentation looks on the web site. | ||
| 8. Commit your changes. The [commit message guidelines](https://gist.github.com/robertpainsi/b632364184e70900af4ab688decf6f53) will help you with writing great commit messages | ||
| * **Summary**: Provide a brief description of the issue. | ||
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| 9. Open a pull request to Percona | ||
| * **Description**: Provide more information about the issue. If needed, add a Steps To Reproduce section and information about your environment (version number, your operating system, etc.). Be detailed. | ||
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| ### Building the documentation | ||
| * **Version**, **Environment**, and other relevant fields as needed. | ||
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| To verify how your changes look, generate the static site with the documentation. This process is called *building*. You can do it in these ways: | ||
| 5. Click **Create** to submit the ticket. | ||
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| - [Use Docker](#use-docker) | ||
| - [Install MkDocs and build locally](#install-sphinx-and-build-locally) | ||
| **Shortcut to the issue creation screen** | ||
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| #### Use Docker | ||
| To go directly to the Create Issue form, use this URL: [https://jira.percona.com/secure/CreateIssue!default.jspa?pid=10100](https://jira.percona.com/secure/CreateIssue!default.jspa?pid=10100) | ||
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| 1. [Get Docker](https://docs.docker.com/get-docker/) | ||
| 2. We use [our Docker image](https://hub.docker.com/repository/docker/perconalab/pmm-doc-md) to build documentation. Run the following command: | ||
| ### Edit the documentation yourself | ||
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| ```sh | ||
| docker run --rm -v $(pwd):/docs perconalab/pmm-doc-md mkdocs build | ||
| ``` | ||
| If Docker can't find the image locally, it first downloads the image, and then runs it to build the documentation. | ||
| Percona Backup for MongoDB documentation is written in [Markdown] language, so you can | ||
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| [edit it online via GitHub](#edit-documentation-online-via-github). If you wish to have more control over the doc process, jump to how to [edit documentation locally](#edit-documentation-locally). | ||
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| 3. Go to the ``site`` directory and open the ``index.html`` file to see the documentation. | ||
| Before you start, learn what [git], [MkDocs], and [Docker] are and what [Markdown] is, and how to write it. For your convenience, a cheat sheet is also available to assist you with the syntax. | ||
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| If you want to see the changes as you edit the docs, use this command instead: | ||
| The doc files are in the `docs` directory. | ||
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| ```sh | ||
| docker run --rm -v $(pwd):/docs -p 8000:8000 perconalab/pmm-doc-md mkdocs serve --dev-addr=0.0.0.0:8000 | ||
| ``` | ||
| #### Edit documentation online via GitHub | ||
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| Wait until you see `INFO - Start detecting changes`, then enter `0.0.0.0:8000` in the browser's address bar. The documentation automatically reloads after you save the changes in source files. | ||
| 1. Click the <img src="_resource/.icons/edit_page.png" width="20px" height="20px"/> **Edit this page** icon next to the page title. The source `.md` file of the page opens in GitHub editor in your browser. If you haven’t worked with the repository before, GitHub creates a [fork](https://docs.github.com/en/github/getting-started-with-github/fork-a-repo) of it for you. | ||
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| #### Install MkDocs and build locally | ||
| 2. Edit the page. You can check your changes on the **Preview** tab. | ||
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| 1. Install [Python]. | ||
| 3. Commit your changes. | ||
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| 2. Install MkDocs and required extensions: | ||
| - In the **Commit changes** section, describe your changes. | ||
| - Select the **Create a new branch for this commit and start a pull request** option | ||
| - Click **Propose changes**. | ||
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| ```sh | ||
| pip install -r requirements.txt | ||
| ``` | ||
| 4. GitHub creates a branch and a commit for your changes. It loads a new page on which you can open a pull request to Percona. The page shows the base branch - the one you offer your changes for, your commit message, and a diff - a visual representation of your changes against the original page. This allows you to make a last-minute review. When you are ready, click the **Create pull request** button. | ||
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| 5. Someone from our team reviews the pull request and, if everything is correct, merges it into the documentation. Then it gets published on the site. | ||
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| 3. Build the site: | ||
| #### Edit documentation locally | ||
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| ```sh | ||
| mkdocs build | ||
| ``` | ||
| This option is for users who prefer to work from their computer and/or have full control over the documentation process. | ||
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| 4. Open `site/index.html` | ||
| The steps are the following: | ||
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| Or, to run the built-in web server: | ||
| 1. Fork this repository | ||
| 2. Clone the repository on your machine: | ||
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| ```sh | ||
| mkdocs serve | ||
| git clone git@github.com:<your_name>/pcsm-docs.git | ||
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| ``` | ||
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| 3. Change the directory to ``pcsm-docs`` and add the remote upstream repository: | ||
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| To create the PDF version of the documentation, use the following command: | ||
| ```sh | ||
| git remote add upstream git@github.com:percona/pcsm-docs.git | ||
| ``` | ||
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| * With Docker: | ||
| 4. Pull the latest changes from upstream | ||
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| ```sh | ||
| docker run --rm -v $(pwd):/docs -e ENABLE_PDF_EXPORT=1 perconalab/pmm-doc-md mkdocs build -f mkdocs-pdf.yml | ||
| ``` | ||
| ```sh | ||
| git fetch upstream | ||
| git merge upstream/main | ||
| ``` | ||
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| * Without: | ||
| 5. Create a separate branch for your changes | ||
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| ```sh | ||
| ENABLE_PDF_EXPORT=1 mkdocs build -f mkdocs-pdf.yml | ||
| ``` | ||
| ```sh | ||
| git checkout -b <my_branch> | ||
| ``` | ||
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| The PDF is in `site/_pdf`. | ||
| 6. Make changes. | ||
| 7. Check your changes. Some editors (Sublime Text, VSCode, and others) have the Markdown preview, which you can use to check how the page is rendered. Alternatively, you can [build the documentation](#building-the-documentation) to know exactly how the documentation looks on the website. | ||
|
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| 8. Commit your changes. The [commit message guidelines](https://gist.github.com/robertpainsi/b632364184e70900af4ab688decf6f53) will help you with writing great commit messages | ||
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| 9. Open a pull request to Percona | ||
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| ## After your pull request is merged | ||
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| Once your pull request is merged, you are an official Percona Community Contributor. Welcome to the community! | ||
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| ## Repository structure | ||
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| The repository includes the following directories and files: | ||
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| - `mkdocs-base.yml` - the base configuration file. It includes general settings and documentation structure. | ||
| - `mkdocs.yml` - configuration file. Contains the settings for building the docs with Material theme. | ||
| - `mkdocs-pdf.yml` - configuration file. Contains the settings for building the PDF docs. | ||
| - `docs`: | ||
| - `*.md` - Source markdown files. | ||
| - `_images` - Images, logos and favicons | ||
| - `css` - Styles | ||
| - `js` - Javascript files | ||
| - `_resource`: | ||
| - `templates`: | ||
| - ``styles.scss`` - Styling for PDF documents | ||
| - `theme`: | ||
| - `main.html` - The layout template for hosting the documentation on Percona website | ||
| - overrides - The folder with the Material theme template customization for builds | ||
| - `site` - This is where the output HTML files are put after the build | ||
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| [MkDocs]: https://www.mkdocs.org/ | ||
| [Markdown]: https://daringfireball.net/projects/markdown/ | ||
| [Git]: https://git-scm.com | ||
| [Python]: https://www.python.org/downloads/ | ||
| [Docker]: https://docs.docker.com/get-docker/ | ||
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