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authorDaniel Baumann <daniel.baumann@progress-linux.org>2024-04-13 13:44:03 +0000
committerDaniel Baumann <daniel.baumann@progress-linux.org>2024-04-13 13:44:03 +0000
commit293913568e6a7a86fd1479e1cff8e2ecb58d6568 (patch)
treefc3b469a3ec5ab71b36ea97cc7aaddb838423a0c /doc/src/sgml/docguide.sgml
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Signed-off-by: Daniel Baumann <daniel.baumann@progress-linux.org>
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+<!-- doc/src/sgml/docguide.sgml -->
+
+<appendix id="docguide">
+ <title>Documentation</title>
+
+ <para>
+ <productname>PostgreSQL</productname> has four primary documentation
+ formats:
+
+ <itemizedlist>
+ <listitem>
+ <para>
+ Plain text, for pre-installation information
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ <acronym>HTML</acronym>, for on-line browsing and reference
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ PDF, for printing
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ man pages, for quick reference.
+ </para>
+ </listitem>
+ </itemizedlist>
+
+ Additionally, a number of plain-text <filename>README</filename> files can
+ be found throughout the <productname>PostgreSQL</productname> source tree,
+ documenting various implementation issues.
+ </para>
+
+ <para>
+ <acronym>HTML</acronym> documentation and man pages are part of a
+ standard distribution and are installed by default. PDF
+ format documentation is available separately for
+ download.
+ </para>
+
+ <sect1 id="docguide-docbook">
+ <title>DocBook</title>
+ <para>
+ The documentation sources are written in
+ <firstterm>DocBook</firstterm>, which is a markup language
+ defined in <acronym>XML</acronym>. In what
+ follows, the terms DocBook and <acronym>XML</acronym> are both
+ used, but technically they are not interchangeable.
+ </para>
+
+ <para>
+ <productname>DocBook</productname> 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 <ulink url="https://www.oasis-open.org">
+ OASIS group</ulink>. The <ulink url="https://www.oasis-open.org/docbook/">
+ official DocBook site</ulink> has good introductory and reference documentation and
+ a complete O'Reilly book for your online reading pleasure. The
+ <ulink url="http://newbiedoc.sourceforge.net/metadoc/docbook-guide.html">
+ NewbieDoc Docbook Guide</ulink> is very helpful for beginners.
+ The <ulink url="https://www.freebsd.org/docproj/">
+ FreeBSD Documentation Project</ulink> also uses DocBook and has some good
+ information, including a number of style guidelines that might be
+ worth considering.
+ </para>
+ </sect1>
+
+
+ <sect1 id="docguide-toolsets">
+ <title>Tool Sets</title>
+
+ <para>
+ The following tools are used to process the documentation. Some
+ might be optional, as noted.
+
+ <variablelist>
+ <varlistentry id="docguide-toolsets-docbook-dtd">
+ <term><ulink url="https://www.oasis-open.org/docbook/">DocBook DTD</ulink></term>
+ <listitem>
+ <para>
+ This is the definition of DocBook itself. We currently use version
+ 4.5; you cannot use later or earlier versions. You need
+ the <acronym>XML</acronym> variant of the DocBook DTD, not
+ the <acronym>SGML</acronym> variant.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-toolsets-docbook-xsl">
+ <term><ulink url="https://github.com/docbook/wiki/wiki/DocBookXslStylesheets">DocBook XSL Stylesheets</ulink></term>
+ <listitem>
+ <para>
+ These contain the processing instructions for converting the
+ DocBook sources to other formats, such as
+ <acronym>HTML</acronym>.
+ </para>
+
+ <para>
+ The minimum required version is currently 1.77.0, but it is recommended
+ to use the latest available version for best results.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-toolsets-libxml2">
+ <term><ulink url="http://xmlsoft.org/">Libxml2</ulink> for <command>xmllint</command></term>
+ <listitem>
+ <para>
+ This library and the <command>xmllint</command> tool it contains are
+ used for processing XML. Many developers will already
+ have <application>Libxml2</application> installed, because it is also
+ used when building the PostgreSQL code. Note, however,
+ that <command>xmllint</command> might need to be installed from a
+ separate subpackage.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-toolsets-libxslt">
+ <term><ulink url="http://xmlsoft.org/XSLT/">Libxslt</ulink> for <command>xsltproc</command></term>
+ <listitem>
+ <para>
+ <command>xsltproc</command> is an XSLT processor, that is, a program to
+ convert XML to other formats using XSLT stylesheets.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-toolsets-fop">
+ <term><ulink url="https://xmlgraphics.apache.org/fop/">FOP</ulink></term>
+ <listitem>
+ <para>
+ This is a program for converting, among other things, XML to PDF.
+ It is needed only if you want to build the documentation in PDF format.
+ </para>
+ </listitem>
+ </varlistentry>
+ </variablelist>
+ </para>
+
+ <para>
+ 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.
+ </para>
+
+ <sect2 id="docguide-toolsets-inst-fedora-et-al">
+ <title>Installation on Fedora, RHEL, and Derivatives</title>
+
+ <para>
+ To install the required packages, use:
+<programlisting>
+yum install docbook-dtds docbook-style-xsl libxslt fop
+</programlisting>
+ </para>
+ </sect2>
+
+ <sect2 id="docguide-toolsets-inst-freebsd">
+ <title>Installation on FreeBSD</title>
+
+ <para>
+ To install the required packages with <command>pkg</command>, use:
+<programlisting>
+pkg install docbook-xml docbook-xsl libxslt fop
+</programlisting>
+ </para>
+
+ <para>
+ When building the documentation from the <filename>doc</filename>
+ directory you'll need to use <command>gmake</command>, because the
+ makefile provided is not suitable for FreeBSD's <command>make</command>.
+ </para>
+ </sect2>
+
+ <sect2 id="docguide-toolsets-inst-debian">
+ <title>Debian Packages</title>
+
+ <para>
+ There is a full set of packages of the documentation tools
+ available for <productname>Debian GNU/Linux</productname>.
+ To install, simply use:
+<programlisting>
+apt-get install docbook-xml docbook-xsl libxml2-utils xsltproc fop
+</programlisting>
+ </para>
+ </sect2>
+
+ <sect2 id="docguide-toolsets-inst-macos">
+ <title>macOS</title>
+
+ <para>
+ If you use MacPorts, the following will get you set up:
+<programlisting>
+sudo port install docbook-xml docbook-xsl-nons libxslt fop
+</programlisting>
+ If you use Homebrew, use this:
+<programlisting>
+brew install docbook docbook-xsl libxslt fop
+</programlisting>
+ </para>
+
+ <para>
+ The Homebrew-supplied programs require the following environment variable
+ to be set. For Intel based machines, use this:
+<programlisting>
+export XML_CATALOG_FILES=/usr/local/etc/xml/catalog
+</programlisting>
+ On Apple Silicon based machines, use this:
+<programlisting>
+export XML_CATALOG_FILES=/opt/homebrew/etc/xml/catalog
+</programlisting>
+ Without it, <command>xsltproc</command> will throw errors like this:
+<programlisting>
+I/O error : Attempt to load network entity http://www.oasis-open.org/docbook/xml/4.5/docbookx.dtd
+postgres.sgml:21: warning: failed to load external entity "http://www.oasis-open.org/docbook/xml/4.5/docbookx.dtd"
+...
+</programlisting>
+ </para>
+
+ <para>
+ While it is possible to use the Apple-provided versions
+ of <command>xmllint</command> and <command>xsltproc</command>
+ instead of those from MacPorts or Homebrew, you'll still need
+ to install the DocBook DTD and stylesheets, and set up a catalog
+ file that points to them.
+ </para>
+ </sect2>
+
+ <sect2 id="docguide-toolsets-configure">
+ <title>Detection by <command>configure</command></title>
+
+ <para>
+ Before you can build the documentation you need to run the
+ <filename>configure</filename> script, as you would when building
+ the <productname>PostgreSQL</productname> programs themselves.
+ Check the output near the end of the run; it should look something
+ like this:
+<screen>
+checking for xmllint... xmllint
+checking for xsltproc... xsltproc
+checking for fop... fop
+checking for dbtoepub... dbtoepub
+</screen>
+ If <filename>xmllint</filename> or <filename>xsltproc</filename> is not
+ found, you will not be able to build any of the documentation.
+ <filename>fop</filename> is only needed to build the documentation in
+ PDF format.
+ <filename>dbtoepub</filename> is only needed to build the documentation
+ in EPUB format.
+ </para>
+
+ <para>
+ If necessary, you can tell <filename>configure</filename> where to find
+ these programs, for example
+<screen>
+./configure ... XMLLINT=/opt/local/bin/xmllint ...
+</screen>
+ </para>
+
+ <para>
+ If you prefer to build <productname>PostgreSQL</productname> using
+ Meson, instead run <command>meson setup</command> as described in
+ <xref linkend="install-meson"/>, and then see
+ <xref linkend="docguide-build-meson"/>.
+ </para>
+ </sect2>
+ </sect1>
+
+ <sect1 id="docguide-build">
+ <title>Building the Documentation with Make</title>
+
+ <para>
+ Once you have everything set up, change to the directory
+ <filename>doc/src/sgml</filename> and run one of the commands
+ described in the following subsections to build the
+ documentation. (Remember to use GNU make.)
+ </para>
+
+ <sect2 id="docguide-build-html">
+ <title>HTML</title>
+
+ <para>
+ To build the <acronym>HTML</acronym> version of the documentation:
+<screen>
+<prompt>doc/src/sgml$ </prompt><userinput>make html</userinput>
+</screen>
+ This is also the default target. The output appears in the
+ subdirectory <filename>html</filename>.
+ </para>
+
+ <para>
+ To produce HTML documentation with the stylesheet used on <ulink
+ url="https://www.postgresql.org/docs/current/">postgresql.org</ulink> instead of the
+ default simple style use:
+<screen>
+<prompt>doc/src/sgml$ </prompt><userinput>make STYLE=website html</userinput>
+</screen>
+ </para>
+
+ <para>
+ If the <literal>STYLE=website</literal> option is used, the generated HTML
+ files include references to stylesheets hosted on <ulink
+ url="https://www.postgresql.org/docs/current/">postgresql.org</ulink> and
+ require network access to view.
+ </para>
+ </sect2>
+
+ <sect2 id="docguide-build-manpages">
+ <title>Manpages</title>
+
+ <para>
+ We use the DocBook XSL stylesheets to
+ convert <productname>DocBook</productname>
+ <sgmltag>refentry</sgmltag> pages to *roff output suitable for man
+ pages. To create the man pages, use the command:
+<screen>
+<prompt>doc/src/sgml$ </prompt><userinput>make man</userinput>
+</screen>
+ </para>
+ </sect2>
+
+ <sect2 id="docguide-build-pdf">
+ <title>PDF</title>
+
+ <para>
+ To produce a PDF rendition of the documentation
+ using <productname>FOP</productname>, you can use one of the following
+ commands, depending on the preferred paper format:
+
+ <itemizedlist>
+ <listitem>
+ <para>
+ For A4 format:
+<screen>
+<prompt>doc/src/sgml$ </prompt><userinput>make postgres-A4.pdf</userinput>
+</screen>
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>
+ For U.S. letter format:
+<screen>
+<prompt>doc/src/sgml$ </prompt><userinput>make postgres-US.pdf</userinput>
+</screen>
+ </para>
+ </listitem>
+ </itemizedlist>
+ </para>
+
+ <para>
+ Because the PostgreSQL documentation is fairly
+ big, <productname>FOP</productname> 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 <filename>~/.foprc</filename>, for example:
+<programlisting>
+# FOP binary distribution
+FOP_OPTS='-Xmx1500m'
+# Debian
+JAVA_ARGS='-Xmx1500m'
+# Red Hat
+ADDITIONAL_FLAGS='-Xmx1500m'
+</programlisting>
+ 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.
+ </para>
+
+ <para>
+ In its default configuration <productname>FOP</productname> will emit an
+ <literal>INFO</literal> message for each page. The log level can be
+ changed via <filename>~/.foprc</filename>:
+<programlisting>
+LOGCHOICE=-Dorg.apache.commons.logging.Log=&zwsp;org.apache.commons.logging.impl.SimpleLog
+LOGLEVEL=-Dorg.apache.commons.logging.simplelog.defaultlog=WARN
+</programlisting>
+ </para>
+
+ <para>
+ Other XSL-FO processors can also be used manually, but the automated build
+ process only supports FOP.
+ </para>
+ </sect2>
+
+ <sect2 id="docguide-build-plain-text">
+ <title>Plain Text Files</title>
+
+ <para>
+ 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 <filename>INSTALL</filename> file
+ corresponds to <xref linkend="installation"/>, with some minor
+ changes to account for the different context. To recreate the
+ file, change to the directory <filename>doc/src/sgml</filename>
+ and enter <userinput>make INSTALL</userinput>. Building text output
+ requires <productname>Pandoc</productname> version 1.13 or newer as an
+ additional build tool.
+ </para>
+
+ <para>
+ In the past, the release notes and regression testing instructions
+ were also distributed as plain text, but this practice has been
+ discontinued.
+ </para>
+ </sect2>
+
+ <sect2 id="docguide-build-syntax-check">
+ <title>Syntax Check</title>
+
+ <para>
+ 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:
+<screen>
+<prompt>doc/src/sgml$ </prompt><userinput>make check</userinput>
+</screen>
+ </para>
+ </sect2>
+ </sect1>
+
+
+ <sect1 id="docguide-build-meson">
+ <title>Building the Documentation with Meson</title>
+
+ <para>
+ Two options are provided for building the documentation using Meson.
+ Change to the <filename>build</filename> directory before running
+ one of these commands, or add <option>-C build</option> to the command.
+ </para>
+
+ <para>
+ To build just the <acronym>HTML</acronym> version of the documentation:
+<screen>
+<prompt>build$ </prompt><userinput>ninja docs</userinput>
+</screen>
+ To build all forms of the documentation:
+<screen>
+<prompt>build$ </prompt><userinput>ninja alldocs</userinput>
+</screen>
+ The output appears in the
+ subdirectory <filename>build/doc/src/sgml</filename>.
+ </para>
+ </sect1>
+
+
+ <sect1 id="docguide-authoring">
+ <title>Documentation Authoring</title>
+
+ <para>
+ 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
+ <productname>DocBook</productname> syntax specifically.
+ </para>
+
+ <para>
+ Note that for historical reasons the documentation source files are named
+ with an extension <filename>.sgml</filename> even though they are now XML
+ files. So you might need to adjust your editor configuration to set the
+ correct mode.
+ </para>
+
+ <sect2 id="docguide-authoring-emacs">
+ <title>Emacs</title>
+
+ <para>
+ <productname>nXML Mode</productname>, which ships with
+ <productname>Emacs</productname>, is the most common mode for editing
+ <acronym>XML</acronym> documents with <productname>Emacs</productname>.
+ It will allow you to use <application>Emacs</application> to insert tags
+ and check markup consistency, and it supports
+ <productname>DocBook</productname> out of the box. Check the <ulink
+ url="https://www.gnu.org/software/emacs/manual/html_mono/nxml-mode.html">
+ nXML manual</ulink> for detailed documentation.
+ </para>
+
+ <para>
+ <filename>src/tools/editors/emacs.samples</filename> contains
+ recommended settings for this mode.
+ </para>
+ </sect2>
+
+ </sect1>
+
+
+ <sect1 id="docguide-style">
+ <title>Style Guide</title>
+
+ <sect2 id="docguide-style-ref-pages">
+ <title>Reference Pages</title>
+
+ <para>
+ 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
+ <productname>PostgreSQL</productname> 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.
+ </para>
+
+ <para>
+ 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
+ <quote>Usage</quote> section.
+
+ <variablelist>
+ <varlistentry id="docguide-style-ref-pages-name">
+ <term>Name</term>
+ <listitem>
+ <para>
+ This section is generated automatically. It contains the
+ command name and a half-sentence summary of its functionality.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-style-ref-pages-synopsis">
+ <term>Synopsis</term>
+ <listitem>
+ <para>
+ 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.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-style-ref-pages-description">
+ <term>Description</term>
+ <listitem>
+ <para>
+ Several paragraphs explaining what the command does.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-style-ref-pages-options">
+ <term>Options</term>
+ <listitem>
+ <para>
+ A list describing each command-line option. If there are a
+ lot of options, subsections can be used.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-style-ref-pages-exit-status">
+ <term>Exit Status</term>
+ <listitem>
+ <para>
+ 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.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-style-ref-pages-usage">
+ <term>Usage</term>
+ <listitem>
+ <para>
+ 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.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-style-ref-pages-environment">
+ <term>Environment</term>
+ <listitem>
+ <para>
+ List all environment variables that the program might use.
+ Try to be complete; even seemingly trivial variables like
+ <envar>SHELL</envar> might be of interest to the user.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-style-ref-pages-files">
+ <term>Files</term>
+ <listitem>
+ <para>
+ 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.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-style-ref-pages-diagnostics">
+ <term>Diagnostics</term>
+ <listitem>
+ <para>
+ 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.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-style-ref-pages-notes">
+ <term>Notes</term>
+ <listitem>
+ <para>
+ Anything that doesn't fit elsewhere, but in particular bugs,
+ implementation flaws, security considerations, compatibility
+ issues.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-style-ref-pages-examples">
+ <term>Examples</term>
+ <listitem>
+ <para>
+ Examples
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-style-ref-pages-history">
+ <term>History</term>
+ <listitem>
+ <para>
+ If there were some major milestones in the history of the
+ program, they might be listed here. Usually, this section can
+ be omitted.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-style-ref-pages-author">
+ <term>Author</term>
+ <listitem>
+ <para>
+ Author (only used in the contrib section)
+ </para>
+ </listitem>
+ </varlistentry>
+
+ <varlistentry id="docguide-style-ref-pages-see-also">
+ <term>See Also</term>
+ <listitem>
+ <para>
+ Cross-references, listed in the following order: other
+ <productname>PostgreSQL</productname> command reference pages,
+ <productname>PostgreSQL</productname> SQL command reference
+ pages, citation of <productname>PostgreSQL</productname>
+ manuals, other reference pages (e.g., operating system, other
+ packages), other documentation. Items in the same group are
+ listed alphabetically.
+ </para>
+ </listitem>
+ </varlistentry>
+
+ </variablelist>
+ </para>
+
+ <para>
+ 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.
+ </para>
+ </sect2>
+
+ </sect1>
+</appendix>