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Install and set up the tools and software

Create a GitHub account

Before you can contribute to OpenShift documentation, you must sign up for a GitHub account.

Set up authentication

When you have your account set up, follow the instructions to generate and set up SSH keys on GitHub for proper authentication between your workstation and GitHub.

Confirm authentication is working correctly with the following command:

Fork and clone the OpenShift documentation repository

You must fork and set up the OpenShift documentation repository on your workstation so that you can create PRs and contribute. These steps must only be performed during initial setup.

  1. Fork the https://github.com/openshift/openshift-docs repository into your GitHub account from the GitHub UI. You can do this by clicking on Fork in the upper right-hand corner.

  2. In the terminal on your workstation, change into the directory where you want to clone the forked repository.

  3. Clone the forked repository onto your workstation with the following command, replacing <user_name> with your actual GitHub username.

    $ git clone [email protected]:<user_name>/openshift-docs.git

  4. Change into the directory for the local repository you just cloned.

    $ cd openshift-docs

  5. Add an upstream pointer back to the OpenShift’s remote repository, in this case openshift-docs.

    $ git remote add upstream [email protected]:openshift/openshift-docs.git

This ensures that you are tracking the remote repository to keep your local repository in sync with it.

Install AsciiBinder and dependencies

When you have the documentation repository cloned and set up, you are ready to install the software and tools you will use to create the content. All OpenShift documentation is created in AsciiDoc, and is processed with AsciiBinder, which is an AsciiDoctor-based docs management system.

What you require

The following are minimum requirements:

  • A bash shell environment (Linux and OS X include a bash shell environment out of the box, but if you are on Windows you can use Cygwin)

  • Ruby

  • Git

  • A web browser (Firefox, Chrome, or Safari)

  • An editor that can strip trailing whitespace, such as Visual Studio Code.

Install the required software dependencies on a Linux system

The following instructions describe how to install all the required tools to do live content editing on a Fedora Linux system.

  1. Install the RubyGems package with yum install rubygems

    Note

    On certain systems, yum installs an older version of RubyGems that can cause issues. As an alternative, you can install RubyGems by using RVM. The following example is referenced from the RVM site:

    $ curl -sSL https://get.rvm.io | bash -s stable --ruby

  2. Install Ruby development packages with yum install ruby-devel

  3. Install gcc with yum install gcc-c++

  4. Install redhat-rpm-config with yum install redhat-rpm-config

  5. Install make with yum install make

  6. Install asciidoctor-diagram with gem install asciidoctor-diagram

  7. Install the ascii_binder gem with gem install ascii_binder

Note
 If you already have AsciiBinder installed, you might be due for an update. These directions assume that you are using AsciiBinder 0.2.0 or newer. To check and update if necessary, simply run gem update ascii_binder. Note that you might require root permissions.

Install the required software dependencies in a toolbox container on Linux

You can use toolbx to create a Fedora-based container for our tools on most Linux distributions, including RHEL. By using Fedora as the base, you have access to relatively recent versions of required software packages.

Prerequisites

  • Your distro has Podman 1.4.0 or greater.

Procedure

  1. If you don’t already have toolbx, install it.

  2. To create a Fedora 37 container, on a command line, enter:

    $ toolbox create --distro fedora --release f37 <container_name>

    where:

    <container_name>

    Specifies the name that you want to give your toolbox container.

  3. Enter the container. From the command line, run:

    $ toolbox enter <container_name>

  4. Install dependencies for our tools. Within the toolbox that you entered, run:

    [toolbox] $ sudo dnf install ruby-devel gcc-c++ redhat-rpm-config make

  5. Install the required Ruby gems:

    [toolbox] $ gem install ascii_binder asciidoctor-diagram

You now have a toolbox container that you can use to build our documentation no matter which distribution you use.

Note
 Press Ctrl + D or enter exit to exit the container. To use AsciiBinder or update the software in the container, remember to toolbox enter <container_name> first.

Building the collection

With the initial setup complete, you are ready to build the collection.

  1. From the openshift-docs directory, run an initial build:

    $ cd openshift-docs
$ asciibinder build

  2. Open the generated HTML file in your web browser. This will be located in the openshift-docs/_preview/<distro>/<branch> directory, with the same path and filename as the original .adoc file you edited, only it will be with the .html extension.

Clean up

The .gitignore file is set up to prevent anything under the _preview and _package directories from being committed. However, you can reset the environment manually by running:

$ asciibinder clean

Next steps

With the repository and tools set up on your workstation, you can now either edit existing content or create assemblies and modules.