DocumentationPostgreSQL has four primary documentation
formats:
Plain text, for pre-installation information
HTML, for on-line browsing and reference
PDF, for printing
man pages, for quick reference.
Additionally, a number of plain-text README files can
be found throughout the PostgreSQL source tree,
documenting various implementation issues.
HTML documentation and man pages are part of a
standard distribution and are installed by default. PDF
format documentation is available separately for
download.
DocBook
The documentation sources are written in
DocBook, which is a markup language
defined in XML. In what
follows, the terms DocBook and XML are both
used, but technically they are not interchangeable.
DocBook allows an author to specify the
structure and content of a technical document without worrying
about presentation details. A document style defines how that
content is rendered into one of several final forms. DocBook is
maintained by the
OASIS group. The
official DocBook site has good introductory and reference documentation and
a complete O'Reilly book for your online reading pleasure. The
NewbieDoc Docbook Guide is very helpful for beginners.
The
FreeBSD Documentation Project also uses DocBook and has some good
information, including a number of style guidelines that might be
worth considering.
Tool Sets
The following tools are used to process the documentation. Some
might be optional, as noted.
DocBook DTD
This is the definition of DocBook itself. We currently use version
4.5; you cannot use later or earlier versions. You need
the XML variant of the DocBook DTD, not
the SGML variant.
DocBook XSL Stylesheets
These contain the processing instructions for converting the
DocBook sources to other formats, such as
HTML.
The minimum required version is currently 1.77.0, but it is recommended
to use the latest available version for best results.
Libxml2 for xmllint
This library and the xmllint tool it contains are
used for processing XML. Many developers will already
have Libxml2 installed, because it is also
used when building the PostgreSQL code. Note, however,
that xmllint might need to be installed from a
separate subpackage.
Libxslt for xsltprocxsltproc is an XSLT processor, that is, a program to
convert XML to other formats using XSLT stylesheets.
FOP
This is a program for converting, among other things, XML to PDF.
We have documented experience with several installation methods for
the various tools that are needed to process the documentation.
These will be described below. There might be some other packaged
distributions for these tools. Please report package status to the
documentation mailing list, and we will include that information
here.
You can get away with not installing DocBook XML and the DocBook XSLT
stylesheets locally, because the required files will be downloaded from the
Internet and cached locally. This may in fact be the preferred solution if
your operating system packages provide only an old version of these files,
or if no packages are available at all.
If you want to prevent any attempt to access the Internet while building
the documentation, you need to pass the option
to xmllint and xsltproc; see below
for an example.
Installation on Fedora, RHEL, and Derivatives
To install the required packages, use:
yum install docbook-dtds docbook-style-xsl fop libxslt
Installation on FreeBSD
To install the required packages with pkg, use:
pkg install docbook-xml docbook-xsl fop libxslt
When building the documentation from the doc
directory you'll need to use gmake, because the
makefile provided is not suitable for FreeBSD's make.
Debian Packages
There is a full set of packages of the documentation tools
available for Debian GNU/Linux.
To install, simply use:
apt-get install docbook-xml docbook-xsl fop libxml2-utils xsltproc
macOS
On macOS, you can build the HTML and man documentation without installing
anything extra. If you want to build PDFs or want to install a local copy
of DocBook, you can get those from your preferred package manager.
If you use MacPorts, the following will get you set up:
sudo port install docbook-xml-4.5 docbook-xsl fop
If you use Homebrew, use this:
brew install docbook docbook-xsl fop
Detection by configure
Before you can build the documentation you need to run the
configure script, as you would when building
the PostgreSQL programs themselves.
Check the output near the end of the run; it should look something
like this:
checking for xmllint... xmllint
checking for xsltproc... xsltproc
checking for fop... fop
checking for dbtoepub... dbtoepub
If xmllint or xsltproc is not
found, you will not be able to build any of the documentation.
fop is only needed to build the documentation in
PDF format.
dbtoepub is only needed to build the documentation
in EPUB format.
If necessary, you can tell configure where to find
these programs, for example
./configure ... XMLLINT=/opt/local/bin/xmllint ...
Also, if you want to ensure that xmllint
and xsltproc will not perform any network access,
you can do something like
./configure ... XMLLINT="xmllint --nonet" XSLTPROC="xsltproc --nonet" ...
Building the Documentation
Once you have everything set up, change to the directory
doc/src/sgml and run one of the commands
described in the following subsections to build the
documentation. (Remember to use GNU make.)
HTML
To build the HTML version of the documentation:
doc/src/sgml$ make html
This is also the default target. The output appears in the
subdirectory html.
To produce HTML documentation with the stylesheet used on postgresql.org instead of the
default simple style use:
doc/src/sgml$ make STYLE=website html
If the STYLE=website option is used, the generated HTML
files include references to stylesheets hosted on postgresql.org and
require network access to view.
Manpages
We use the DocBook XSL stylesheets to
convert DocBookrefentry pages to *roff output suitable for man
pages. To create the man pages, use the command:
doc/src/sgml$ make manPDF
To produce a PDF rendition of the documentation
using FOP, you can use one of the following
commands, depending on the preferred paper format:
For A4 format:
doc/src/sgml$ make postgres-A4.pdf
For U.S. letter format:
doc/src/sgml$ make postgres-US.pdf
Because the PostgreSQL documentation is fairly
big, FOP will require a significant amount of
memory. Because of that, on some systems, the build will fail with a
memory-related error message. This can usually be fixed by configuring
Java heap settings in the configuration
file ~/.foprc, for example:
# FOP binary distribution
FOP_OPTS='-Xmx1500m'
# Debian
JAVA_ARGS='-Xmx1500m'
# Red Hat
ADDITIONAL_FLAGS='-Xmx1500m'
There is a minimum amount of memory that is required, and to some extent
more memory appears to make things a bit faster. On systems with very
little memory (less than 1 GB), the build will either be very slow due to
swapping or will not work at all.
Other XSL-FO processors can also be used manually, but the automated build
process only supports FOP.
Plain Text Files
The installation instructions are also distributed as plain text,
in case they are needed in a situation where better reading tools
are not available. The INSTALL file
corresponds to , with some minor
changes to account for the different context. To recreate the
file, change to the directory doc/src/sgml
and enter make INSTALL. Building text output
requires Pandoc version 1.13 or newer as an
additional build tool.
In the past, the release notes and regression testing instructions
were also distributed as plain text, but this practice has been
discontinued.
Syntax Check
Building the documentation can take very long. But there is a
method to just check the correct syntax of the documentation
files, which only takes a few seconds:
doc/src/sgml$ make checkDocumentation Authoring
The documentation sources are most conveniently modified with an editor
that has a mode for editing XML, and even more so if it has some awareness
of XML schema languages so that it can know about
DocBook syntax specifically.
Note that for historical reasons the documentation source files are named
with an extension .sgml even though they are now XML
files. So you might need to adjust your editor configuration to set the
correct mode.
EmacsnXML Mode, which ships with
Emacs, is the most common mode for editing
XML documents with Emacs.
It will allow you to use Emacs to insert tags
and check markup consistency, and it supports
DocBook out of the box. Check the
nXML manual for detailed documentation.
src/tools/editors/emacs.samples contains
recommended settings for this mode.
Style GuideReference Pages
Reference pages should follow a standard layout. This allows
users to find the desired information more quickly, and it also
encourages writers to document all relevant aspects of a command.
Consistency is not only desired among
PostgreSQL reference pages, but also
with reference pages provided by the operating system and other
packages. Hence the following guidelines have been developed.
They are for the most part consistent with similar guidelines
established by various operating systems.
Reference pages that describe executable commands should contain
the following sections, in this order. Sections that do not apply
can be omitted. Additional top-level sections should only be used
in special circumstances; often that information belongs in the
Usage section.
Name
This section is generated automatically. It contains the
command name and a half-sentence summary of its functionality.
Synopsis
This section contains the syntax diagram of the command. The
synopsis should normally not list each command-line option;
that is done below. Instead, list the major components of the
command line, such as where input and output files go.
Description
Several paragraphs explaining what the command does.
Options
A list describing each command-line option. If there are a
lot of options, subsections can be used.
Exit Status
If the program uses 0 for success and non-zero for failure,
then you do not need to document it. If there is a meaning
behind the different non-zero exit codes, list them here.
Usage
Describe any sublanguage or run-time interface of the program.
If the program is not interactive, this section can usually be
omitted. Otherwise, this section is a catch-all for
describing run-time features. Use subsections if appropriate.
Environment
List all environment variables that the program might use.
Try to be complete; even seemingly trivial variables like
SHELL might be of interest to the user.
Files
List any files that the program might access implicitly. That
is, do not list input and output files that were specified on
the command line, but list configuration files, etc.
Diagnostics
Explain any unusual output that the program might create.
Refrain from listing every possible error message. This is a
lot of work and has little use in practice. But if, say, the
error messages have a standard format that the user can parse,
this would be the place to explain it.
Notes
Anything that doesn't fit elsewhere, but in particular bugs,
implementation flaws, security considerations, compatibility
issues.
Examples
Examples
History
If there were some major milestones in the history of the
program, they might be listed here. Usually, this section can
be omitted.
Author
Author (only used in the contrib section)
See Also
Cross-references, listed in the following order: other
PostgreSQL command reference pages,
PostgreSQL SQL command reference
pages, citation of PostgreSQL
manuals, other reference pages (e.g., operating system, other
packages), other documentation. Items in the same group are
listed alphabetically.
Reference pages describing SQL commands should contain the
following sections: Name, Synopsis, Description, Parameters,
Outputs, Notes, Examples, Compatibility, History, See
Also. The Parameters section is like the Options section, but
there is more freedom about which clauses of the command can be
listed. The Outputs section is only needed if the command returns
something other than a default command-completion tag. The Compatibility
section should explain to what extent
this command conforms to the SQL standard(s), or to which other
database system it is compatible. The See Also section of SQL
commands should list SQL commands before cross-references to
programs.