Update docs readme

Signed-off-by: Ian Maddaus <ian.maddaus@progress.com>
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Ian Maddaus 2022-04-07 14:35:46 -04:00
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This is the home of the InSpec Documentation that is deployed on This is the home of the InSpec Documentation that is deployed on
https://docs.chef.io/inspec/ using Hugo modules. https://docs.chef.io/inspec/ using Hugo modules.
## The Fastest Way to Contribute ## Updating InSpec Docs Content
There are two steps to updating the Chef InSpec documentation: There are two steps to updating the Chef InSpec documentation on docs.chef.io:
1. Update the documentation in the `inspec/inspec` repository. 1. Update the documentation in the `inspec/inspec` repository.
1. Update the InSpec repository module in chef-web-docs 1. Update the InSpec [repository module in chef-web-docs](#update-the-inspec-docs-content-on-docchefio).
### Update Content in `inspec/inspec` ## Documentation Content
The fastest way to change the documentation is to edit a page on the Please keep all of the InSpec documentation in the `content/inspec` directory.
GitHub website using the GitHub UI.
To perform edits using the GitHub UI, click on the `[edit on GitHub]` link at The diagram below shows how documentation content should be organized:
the top of the page that you want to edit. The link takes you to that topic's GitHub
page. In GitHub, click on the pencil icon and make your changes. You can preview
how they'll look right on the page ("Preview Changes" tab).
We also require contributors to include their [DCO signoff](https://github.com/chef/chef/blob/main/CONTRIBUTING.md#developer-certification-of-origin-dco) ```
in the comment section of every pull request, except for obvious fixes. You can .
add your DCO signoff to the comments by including `Signed-off-by:`, followed by ├── docs-chef-io
your name and email address, like this: │   ├── archetypes # page templates
│   ├── content
│   │   ├── inspec # InSpec documentation
│   │ │ ├── resources # InSpec resource documentation
│ ├── static
│ | ├── images
│ │ | ├── inspec # images
│ ├── layouts
│ | ├── shortcodes # reusable text files
```
`Signed-off-by: Julia Child <juliachild@chef.io>` To add a new Markdown page, run the following command from the `docs-chef-io` directory:
See our [blog post](https://blog.chef.io/introducing-developer-certificate-of-origin/) ```
for more information about the DCO and why we require it. hugo new content/inspec/FILENAME.md
```
After you've added your DCO signoff, add a comment about your proposed change, This will create a draft page with enough front matter to get you going.
then click on the "Propose file change" button at the bottom of the page and
confirm your pull request. The CI system will do some checks and add a comment
to your PR with the results.
The Chef documentation team can normally merge pull requests within seven days. Hugo uses [Goldmark](https://github.com/yuin/goldmark) which is a
We'll fix build errors before we merge, so you don't have to superset of Markdown that includes GitHub styled tables, task lists, and
worry about passing all the CI checks, but it might add an extra definition lists.
few days. The important part is submitting your change.
### Update the InSpec Repository Module In `chef/chef-web-docs` See our [Style Guide](https://docs.chef.io/style_guide/) for more information
about formatting documentation using Markdown.
We use [Hugo modules](https://gohugo.io/hugo-modules/) to build Chef's documentation ### Page Front Matter
from multiple repositories. Expeditor will submit a pull request that updates the documentation
in `chef/chef-web-docs` the next time InSpec is promoted.
The Docs Team can also update the InSpec documentation if changes need to be made At the top of each page is a block of front matter that Hugo uses to add a title to each page and locate each page in the left navigation menu in <docs.chef.io>. Below is an example of a page's front matter:
before the next promotion.
```toml
+++
title = "PAGE TITLE"
draft = false
gh_repo = "inspec"
[menu]
[menu.inspec]
title = "PAGE TITLE"
identifier = "inspec/PAGE TITLE"
parent = "inspec"
weight = WEIGHT
+++
```
`title` is the page title.
`gh_repo = "inspec"` adds an "[edit on GitHub]" link to the top of each page that links to the Markdown page in the inspec/inspec repository.
`[menu.inspec]` places the page in the Chef InSpec section of the left navigation menu in <docs.chef.io>. All the parameters following this configure the link in the left navigation menu to the page.
`title` is the title of page in the Chef InSpec menu.
`identifier` is the identifier for a page in the menu. It should formatted like this: `inspec/RESOURCE NAME`. Change `PLATFORM` to the same value as the platform parameter above. Change `RESOURCE NAME` to the name of the resource.
`parent` is the identifier for the section of the menu that the page will be found in. This value is set in the [chef-web-docs menu config](https://github.com/chef/chef-web-docs/blob/main/config/_default/menu.toml). Set this value to the section of the InSpec menu that you want the page to located in.
`weight` sorts the page in the menu relative to other pages. Higher weights are lower in the menu. Pages without a weight are sorted alphabetically by page title.
### Resource Pages
All resource pages are located in `docs-chef-io/content/inspec/resources/`.
#### InSpec Resources Index Page
The InSpec resources index page is located in [`docs-chef-io/content/inspec/resources/_index.md`](content/inspec/resources/_index.md)
and can be found on <https://docs.chef.io/inspec/resources/>.
The resources on this page are organized by platform. All resources in a platform are added to this page using the `inspec_resources` shortcode.
To add a new group of resources of a specific platform, add the shortcode and
specify the platform parameter: `{{< inspec_resources platform="PLATFORM" >}}`
The `inspec_resources` shortcode searches for the `platform` parameter in all pages in the `content/inspec/resources` directory and then creates a list of those pages that have the specified parameter.
#### New Resource Pages
Create a new resource page by running `hugo new -k resource inspec/resources/RESOURCE_NAME.md` from the `docs-chef-io` directory.
This will create a new resource page with enough content preformatted to get you started.
#### Resource Page Front Matter
At the top of each resource is a block of front matter that Hugo uses to add a title to each page and locate each page in the left navigation menu in <docs.chef.io>. Below is an example of a page's front matter:
```toml
+++
title = "RESOURCE NAME resource"
platform = "PLATFORM"
gh_repo = "inspec"
[menu.inspec]
title = "RESOURCE NAME"
identifier = "inspec/resources/PLATFORM/RESOURCE NAME"
parent = "inspec/resources/PLATFORM"
+++
```
`title` is the page title.
`platform = PLATFORM` sorts each page into the correct category in the [Chef InSpec resources list page](https://docs.chef.io/inspec/resources/). Specify the platform that this page should be listed under in the resources list page.
`gh_repo = "inspec"` adds an "[edit on GitHub]" link to the top of each page that links to the Markdown page in the inspec/inspec repository.
`[menu.inspec]` places the page in the Chef InSpec section of the left navigation menu in <docs.chef.io>. All the parameters following this configure the link in the left navigation menu to the page.
`title` is the title of page in the Chef InSpec menu.
`identifier` is the identifier for a page in the menu. It should formatted like this: `inspec/resources/PLATFORM/RESOURCE NAME`. Change `PLATFORM` to the same value as the platform parameter above. Change `RESOURCE NAME` to the name of the resource.
`parent = "inspec/resources/PLATFORM"` is the identifier for the section of the menu that the page will be found in. This value is set in the [chef-web-docs menu config](https://github.com/chef/chef-web-docs/blob/main/config/_default/menu.toml). Change `PLATFORM` to the same value as the platform parameter.
### Shortcodes
A shortcode is a file with a block of text that can be added in multiple places in our documentation by referencing the shortcode file name.
There are two types of shortcodes: Markdown and HTML.
Add a Markdown shortcode to a page by wrapping the filename, without the `.md` file suffix, in double curly braces and percent symbols. For example: `{{% inspec_filter_table %}}`.
Add an HTML shortcode to a page by wrapping the filename, without the `.html` file suffix, in double curly braces and greater than and lesser than symbols. For example: `{{< shortcode_name >}}`.
Some shortcodes take parameters; for example, the `inspec_resources` shortcode requires a platform parameter: `{{< inspec_resources platform="PLATFORM" >}}`
## Local Development Environment ## Local Development Environment
@ -58,7 +151,7 @@ installed and running to build and view our documentation properly.
To install Hugo, NPM, and Go on Windows and macOS: To install Hugo, NPM, and Go on Windows and macOS:
- On macOS run: `brew install hugo node go` - On macOS run: `brew install hugo node go`
- On Windows run: `choco install hugo nodejs golang -y` - On Windows run: `choco install hugo-extended nodejs golang`
To install Hugo on Linux, run: To install Hugo on Linux, run:
@ -66,7 +159,7 @@ To install Hugo on Linux, run:
- `snap install node --classic --channel=12` - `snap install node --classic --channel=12`
- `snap install hugo --channel=extended` - `snap install hugo --channel=extended`
## Preview Workstation Documentation ## Preview InSpec Documentation
There are two ways to preview the documentation in `inspec`: There are two ways to preview the documentation in `inspec`:
@ -91,73 +184,21 @@ and live reload if any changes are made while the Hugo server is running.
#### Clean Your Local Environment #### Clean Your Local Environment
If you have a local copy of chef-web-docs cloned into `docs-chef-io`, If you have a local copy of chef-web-docs cloned into `docs-chef-io`,
running `make clean_all` will delete the SASS files, node modules, and fonts in running `make clean_all` will delete the cloned copy of chef-web-docs. Hugo will rebuild everything from scratch
`docs-chef-io/chef-web-docs/themes/docs-new` used to
build the docs site in the cloned copy of chef-web-docs. Hugo will reinstall these
the next time you run `make serve`. the next time you run `make serve`.
## Creating New Pages ## Update the InSpec Docs Content on doc.chef.io
Please keep all of the InSpec documentation in the `content/inspec` directory. We use [Hugo modules](https://gohugo.io/hugo-modules/) to build Chef's documentation
To add a new Markdown file, run the following command from the `www` directory: from multiple repositories. Expeditor will submit a pull request that updates the documentation
in `chef/chef-web-docs` the next time InSpec is promoted.
``` The Docs Team can also update the InSpec documentation if changes need to be made
hugo new content/inspec/<filename>.md before the next promotion.
```
If it's a new resource page, run: You can also submit a pull request to chef-web-docs to update the InSpec docs content on docs.chef.io.
See the [chef-web-docs readme](https://github.com/chef/chef-web-docs#update-hugo-modules) for information on updating a
``` Hugo module in chef-web-docs.
hugo new -k resource content/inspec/resources/<filename>.md
```
This will create a draft page with enough front matter to get you going. Note that
resource pages must have a platform specified in the page frontmatter. See
the [Resource pages](#resource-pages) section below for more information.
Hugo uses [Goldmark](https://github.com/yuin/goldmark) which is a
superset of Markdown that includes GitHub styled tables, task lists, and
definition lists.
See our [Style Guide](https://docs.chef.io/style_guide/) for more information
about formatting documentation using Markdown.
## Resource Pages
The resource pages are located in `www/content/inspec/resources/`.
The InSpec resources index page is located in `www/content/inspec/resources/_index.md`
and can be found on https://docs.chef.io/inspec/resources/
The resource index page has a shortcode called `inspec_resources` that lists
resource pages by platform. To use the shortcode, add the shortcode and
specify the platform parameter: `{{< inspec_resources platform="<platform>" >}}`
A resource page must be located in `www/content/inspec/resources` and must have
the platform parameter set in its frontmatter. Add `platform = <platform>` to
the page frontmatter to add the platform parameter. For example, the
`aide_conf.md` resource frontmatter has `platform = "linux"` in its page
frontmatter.
### Documentation Content
```
.
├── docs-chef-io
│   ├── content
│   │   ├── inspec # where to keep markdown file documentation
│   │ │ ├── resources # where to keep resource page documentation
| ├── static
| | ├── images
| | | ├── inspec/inspec # where to keep any images you need to reference in your documentation
```
### What is happening behind the scenes
The [Chef Documentation](https://docs.chef.io) site uses [Hugo modules](https://gohugo.io/hugo-modules/)
to load content directly from the `docs-chef-io` directory in the `inspec/inspec`
repository. Every time `inspec/inspec` is promoted to stable, Expeditor
instructs Hugo to update the version of the `inspec/inspec` repository
that Hugo uses to build Chef InSpec documentation on the [Chef Documentation](https://docs.chef.io)
site. This is handled by the Expeditor subscriptions in the `chef/chef-web-docs` GitHub repository.
## Documentation Feedback ## Documentation Feedback
@ -177,4 +218,3 @@ especially in situations where a doc bug may also surface a product bug.
Submit an issue to [chef-web-docs](https://github.com/chef/chef-web-docs/issues) for Submit an issue to [chef-web-docs](https://github.com/chef/chef-web-docs/issues) for
doc feature requests and minor documentation issues. doc feature requests and minor documentation issues.

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@ -4,7 +4,7 @@ draft = false
gh_repo = "inspec" gh_repo = "inspec"
[menu] [menu]
[menu.desktop] [menu.inspec]
title = "{{ replace .Name "-" " " | title }}" title = "{{ replace .Name "-" " " | title }}"
identifier = "inspec/{{ .Name }}.md {{ or (replace .Name "_" " ") (replace .Name "-" " ") | title }}" identifier = "inspec/{{ .Name }}.md {{ or (replace .Name "_" " ") (replace .Name "-" " ") | title }}"
parent = "inspec" parent = "inspec"