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stage | group | info | description |
---|---|---|---|
none | Documentation Guidelines | To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments | Learn how to contribute to GitLab Documentation. |
GitLab Documentation guidelines
The GitLab documentation is intended as the single source of truth (SSOT) for information about how to configure, use, and troubleshoot GitLab. The documentation contains use cases and usage instructions for every GitLab feature, organized by product area and subject. This includes topics and workflows that span multiple GitLab features, and the use of GitLab with other applications.
In addition to this page, the following resources can help you craft and contribute to documentation:
- Style Guide - What belongs in the docs, language guidelines, Markdown standards to follow, links, and more.
- Topic type template - Learn about the different types of topics.
- Documentation process.
- Markdown Guide - A reference for all Markdown syntax supported by GitLab.
- Site architecture - How https://docs.gitlab.com is built.
- Documentation for feature flags - How to write and update documentation for GitLab features deployed behind feature flags.
Source files and rendered web locations
Documentation for GitLab, GitLab Runner, Omnibus GitLab, and Charts is published to https://docs.gitlab.com. Documentation for GitLab is also published within the application at /help
on the domain of the GitLab instance.
At /help
, only help for your current edition and version is included. Help for other versions is available at https://docs.gitlab.com/archives/.
The source of the documentation exists within the codebase of each GitLab application in the following repository locations:
Project | Path |
---|---|
GitLab | /doc |
GitLab Runner | /docs |
Omnibus GitLab | /doc |
Charts | /doc |
Documentation issues and merge requests are part of their respective repositories and all have the label Documentation
.
Branch naming
The CI pipeline for the main GitLab project is configured to automatically run only the jobs that match the type of contribution. If your contribution contains only documentation changes, then only documentation-related jobs run, and the pipeline completes much faster than a code contribution.
If you are submitting documentation-only changes to Omnibus or Charts, the fast pipeline is not determined automatically. Instead, create branches for docs-only merge requests using the following guide:
Branch name | Valid example |
---|---|
Starting with docs/ |
docs/update-api-issues |
Starting with docs- |
docs-update-api-issues |
Ending in -docs |
123-update-api-issues-docs |
Contributing to docs
Contributions to GitLab docs are welcome from the entire GitLab community.
To ensure that GitLab docs are current, there are special processes and responsibilities for all feature changes, that is development work that impacts the appearance, usage, or administration of a feature.
However, anyone can contribute documentation improvements that are not associated with a feature change. For example, adding a new doc on how to accomplish a use case that's already possible with GitLab or with third-party tools and GitLab.
Markdown and styles
GitLab docs uses GitLab Kramdown as its Markdown rendering engine. See the GitLab Markdown Guide for a complete Kramdown reference.
Adhere to the Documentation Style Guide. If a style standard is missing, you are welcome to suggest one via a merge request.
Folder structure and files
See the Folder structure page.
Metadata
To provide additional directives or useful information, we add metadata in YAML format to the beginning of each product documentation page (YAML front matter). All values are treated as strings and are only used for the docs website.
Stage and group metadata
Each page should ideally have metadata related to the stage and group it belongs to, as well as an information block as described below:
-
stage
: The Stage to which the majority of the page's content belongs. -
group
: The Group to which the majority of the page's content belongs. -
info
: The following line, which provides direction to contributors regarding how to contact the Technical Writer associated with the page's Stage and Group:To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments
For example:
---
stage: Example Stage
group: Example Group
info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments
---
If you need help determining the correct stage, read Ask for help.
Redirection metadata
The following metadata should be added when a page is moved to another location:
redirect_to
: The relative path and filename (with an.md
extension) of the location to which visitors should be redirected for a moved page. Learn more.disqus_identifier
: Identifier for Disqus commenting system. Used to keep comments with a page that's been moved to a new URL. Learn more.
Comments metadata
The docs website has comments (provided by Disqus)
enabled by default. In case you want to disable them (for example in index pages),
set it to false
:
---
comments: false
---
Additional page metadata
Each page can have additional, optional metadata (set in the default.html Nanoc layout), which is displayed at the top of the page if defined.
Deprecated metadata
The type
metadata parameter is deprecated but still exists in documentation
pages. You can safely remove the type
metadata parameter and its values.
Move, rename, or delete a page
See redirects.
Merge requests for GitLab documentation
Before getting started, make sure you read the introductory section "contributing to docs" above and the documentation workflow.
- Use the current merge request description template
- Label the MR
Documentation
(can only be done by people withdeveloper
access, for example, GitLab team members) - Assign the correct milestone per note below (can only be done by people with
developer
access, for example, GitLab team members)
Documentation is merged if it is an improvement on existing content, represents a good-faith effort to follow the template and style standards, and is believed to be accurate.
Further needs for what would make the doc even better should be immediately addressed in a follow-up merge request or issue.
If the release version you want to add the documentation to has already been
frozen or released, use the label ~"Pick into X.Y"
to get it merged into
the correct release. Avoid picking into a past release as much as you can, as
it increases the work of the release managers.
GitLab /help
Every GitLab instance includes documentation at /help
(https://gitlab.example.com/help
)
that matches the version of the instance. For example, https://gitlab.com/help.
The documentation available online at https://docs.gitlab.com is deployed every four hours from the default branch of GitLab, Omnibus, Runner, and Charts. After a merge request that updates documentation is merged, it is available online in 4 hours or less.
However, it's only available at /help
on self-managed instances in the next released
version. The date an update is merged can impact which self-managed release the update
is present in.
For example:
- A merge request in
gitlab
updates documentation. It has a milestone of 14.4, with an expected release date of 2021-10-22. - It is merged on 2021-10-19 and available online the same day at https://docs.gitlab.com.
- GitLab 14.4 is released on 2021-10-22, based on the
gitlab
codebase from 2021-10-18 (one day before the update was merged). - The change shows up in the 14.5 self-managed release, due to missing the release cutoff for 14.4.
The exact cutoff date for each release is flexible, and can be earlier or later than expected due to holidays, weekends, or other events. In general, MRs merged by the 17th should be present in the release on the 22nd, though it is not guaranteed. If it is important that a documentation update is present in that month's release, merge it as early as possible.
Linking to /help
When you're building a new feature, you may need to link to the documentation
from the GitLab application. This is normally done in files inside the
app/views/
directory, with the help of the help_page_path
helper method.
The help_page_path
contains the path to the document you want to link to,
with the following conventions:
- It's relative to the
doc/
directory in the GitLab repository. - It omits the
.md
extension. - It doesn't end with a slash (
/
).
The help text follows the Pajamas guidelines.
Linking to /help
in HAML
Use the following special cases depending on the context, ensuring all link text
is inside _()
so it can be translated:
-
Linking to a doc page. In its most basic form, the HAML code to generate a link to the
/help
page is:= link_to _('Learn more.'), help_page_path('user/permissions'), target: '_blank', rel: 'noopener noreferrer'
-
Linking to an anchor link. Use
anchor
as part of thehelp_page_path
method:= link_to _('Learn more.'), help_page_path('user/permissions', anchor: 'anchor-link'), target: '_blank', rel: 'noopener noreferrer'
-
Using links inline of some text. First, define the link, and then use it. In this example,
link_start
is the name of the variable that contains the link:- link_start = '<a href="%{url}" target="_blank" rel="noopener noreferrer">'.html_safe % { url: help_page_path('user/permissions') } %p= _("This is a text describing the option/feature in a sentence. %{link_start}Learn more.%{link_end}").html_safe % { link_start: link_start, link_end: '</a>'.html_safe }
-
Using a button link. Useful in places where text would be out of context with the rest of the page layout:
= link_to _('Learn more.'), help_page_path('user/permissions'), class: 'btn btn-info', target: '_blank', rel: 'noopener noreferrer'
Linking to /help
in JavaScript
To link to the documentation from a JavaScript or a Vue component, use the helpPagePath
function from help_page_helper.js
:
import { helpPagePath } from '~/helpers/help_page_helper';
helpPagePath('user/permissions', { anchor: 'anchor-link' })
// evaluates to '/help/user/permissions#anchor-link' for GitLab.com
This is preferred over static paths, as the helper also works on instances installed under a relative URL.
Linking to /help
in Ruby
To link to the documentation from within Ruby code, use the following code block as a guide, ensuring all link text is inside _()
so it can
be translated:
docs_link = link_to _('Learn more.'), help_page_url('user/permissions', anchor: 'anchor-link'), target: '_blank', rel: 'noopener noreferrer'
_('This is a text describing the option/feature in a sentence. %{docs_link}').html_safe % { docs_link: docs_link.html_safe }
In cases where you need to generate a link from outside of views/helpers, where the link_to
and help_page_url
methods are not available, use the following code block
as a guide where the methods are fully qualified:
docs_link = ActionController::Base.helpers.link_to _('Learn more.'), Rails.application.routes.url_helpers.help_page_url('user/permissions', anchor: 'anchor-link'), target: '_blank', rel: 'noopener noreferrer'
_('This is a text describing the option/feature in a sentence. %{docs_link}').html_safe % { docs_link: docs_link.html_safe }
Do not use include ActionView::Helpers::UrlHelper
just to make the link_to
method available as you might see in some existing code. Read more in
issue 340567.
GitLab /help
tests
Several RSpec tests
are run to ensure GitLab documentation renders and works correctly. In particular, that main docs landing page works correctly from /help
.
For example, GitLab.com's /help
.
Docs site architecture
For information on how we build and deploy https://docs.gitlab.com, see Docs site architecture.
Global navigation
See the Global navigation doc for information on how the left-side navigation menu is built and updated.
Previewing the changes live
See how you can use review apps to preview your changes live.
Testing
For more information about documentation testing, see the Documentation testing guide.
Danger Bot
GitLab uses Danger for some elements in
code review. For docs changes in merge requests, whenever a change to files under /doc
is made, Danger Bot leaves a comment with further instructions about the documentation
process. This is configured in the Dangerfile
in the GitLab repository under
/danger/documentation/.
Automatic screenshot generator
You can now set up an automatic screenshot generator to take and compress screenshots, with the help of a configuration file known as screenshot generator.
Use the tool
To run the tool on an existing screenshot generator, take the following steps:
- Set up the GitLab Development Kit (GDK).
- Navigate to the subdirectory with your cloned GitLab repository, typically
gdk/gitlab
. - Make sure that your GDK database is fully migrated:
bin/rake db:migrate RAILS_ENV=development
. - Install
pngquant
, see the tool website for more information:pngquant
- Run
scripts/docs_screenshots.rb spec/docs_screenshots/<name_of_screenshot_generator>.rb <milestone-version>
. - Identify the location of the screenshots, based on the
gitlab/doc
location defined by theit
parameter in your script. - Commit the newly created screenshots.
Extending the tool
To add an additional screenshot generator, take the following steps:
- Locate the
spec/docs_screenshots
directory. - Add a new file with a
_docs.rb
extension. - Be sure to include the following bits in the file:
require 'spec_helper'
RSpec.describe '<What I am taking screenshots of>', :js do
include DocsScreenshotHelpers # Helper that enables the screenshots taking mechanism
before do
page.driver.browser.manage.window.resize_to(1366, 1024) # length and width of the page
end
- In addition, every
it
block must include the path where the screenshot is saved
it 'user/packages/container_registry/img/project_image_repositories_list'
Full page screenshots
To take a full page screenshot simply visit the page
and perform any expectation on real content (to have capybara wait till the page is ready and not take a white screenshot).
Element screenshot
To have the screenshot focuses few more steps are needed:
- find the area:
screenshot_area = find('#js-registry-policies')
- scroll the area in focus:
scroll_to screenshot_area
- wait for the content:
expect(screenshot_area).to have_content 'Expiration interval'
- set the crop area:
set_crop_data(screenshot_area, 20)
In particular, set_crop_data
accepts as arguments: a DOM
element and a
padding. The padding is added around the element, enlarging the screenshot area.
Live example
Please use spec/docs_screenshots/container_registry_docs.rb
as a guide and as an example to create your own scripts.