postgresql/doc/src/sgml/docguide.sgml

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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 or PostScript, 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 and
PostScript 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
superficially similar to <acronym>HTML</acronym>. Both of these
languages are applications of the <firstterm>Standard Generalized
Markup Language</firstterm>, <acronym>SGML</acronym>, which is
essentially a language for describing other languages. In what
follows, the terms DocBook and <acronym>SGML</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="http://www.oasis-open.org">
OASIS group</ulink>. The <ulink url="http://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="http://www.freebsd.org/docproj/docproj.html">
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>
<term><ulink url="http://www.oasis-open.org/docbook/">DocBook DTD</ulink></term>
<listitem>
<para>
This is the definition of DocBook itself. We currently use
version 4.2; you cannot use later or earlier versions. You
need the <acronym>SGML</acronym> variant of the DocBook DTD,
but to build man pages you also need the <acronym>XML</acronym>
variant of the same version.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><ulink url="http://www.oasis-open.org/cover/ISOEnts.zip">ISO 8879 character entities</ulink></term>
<listitem>
<para>
These are required by DocBook but are distributed separately
because they are maintained by ISO.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><ulink url="http://wiki.docbook.org/DocBookDssslStylesheetDocs">DocBook DSSSL Stylesheets</ulink></term>
<listitem>
<para>
These contain the processing instructions for converting the
DocBook sources to other formats, such as
<acronym>HTML</acronym>.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><ulink url="http://wiki.docbook.org/DocBookXslStylesheets">DocBook XSL Stylesheets</ulink></term>
<listitem>
<para>
This is another stylesheet for converting DocBook to other
formats. We currently use this to produce man pages and
optionally HTMLHelp. You can also use this toolchain to
produce HTML or PDF output, but official PostgreSQL releases
use the DSSSL stylesheets for that.
</para>
<para>
The minimum required version is currently 1.74.0.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><ulink url="http://openjade.sourceforge.net">OpenJade</ulink></term>
<listitem>
<para>
This is the base package of <acronym>SGML</acronym> processing.
It contains an <acronym>SGML</acronym> parser, a
<acronym>DSSSL</acronym> processor (that is, a program to
convert <acronym>SGML</acronym> to other formats using
<acronym>DSSSL</acronym> stylesheets), as well as a number of
related tools. <productname>Jade</productname> is now being
maintained by the OpenJade group, no longer by James Clark.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><ulink url="http://xmlsoft.org/XSLT/">Libxslt</ulink> for <command>xsltproc</command></term>
<listitem>
<para>
This is the processing tool to use with the XSLT stylesheets
(like <command>jade</command> is the processing tool for DSSSL
stylesheets).
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><ulink url="http://jadetex.sourceforge.net">JadeTeX</ulink></term>
<listitem>
<para>
If you want to, you can also install
<productname>JadeTeX</productname> to use
<productname>TeX</productname> as a formatting backend for
<productname>Jade</productname>.
<application>JadeTeX</application> can create PostScript or
<acronym>PDF</acronym> files (the latter with bookmarks).
</para>
<para>
However, the output from <application>JadeTeX</application> is
inferior to what you get from the <acronym>RTF</acronym>
backend. Particular problem areas are tables and various
artifacts of vertical and horizontal spacing. Also, there is
no opportunity to manually polish the results.
</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>
<title><productname>Linux</productname> <acronym>RPM</acronym> Installation</title>
<para>
Most vendors provide a complete RPM set for DocBook processing in
their distribution. Look for an <quote>SGML</quote> option while
installing, or the following packages:
<filename>sgml-common</filename>, <filename>docbook</filename>,
<filename>stylesheets</filename>, <filename>openjade</filename>
(or <filename>jade</filename>). You may also need <filename>sgml-tools</filename>
and either <filename>xsltproc</filename> or <filename>libxslt</>. If your
distributor does not provide these then you should be able to make
use of the packages from some other, reasonably compatible vendor.
</para>
</sect2>
<sect2>
<title>FreeBSD Installation</title>
<para>
The FreeBSD Documentation Project is itself a heavy user of
DocBook, so it comes as no surprise that there is a full set of
<quote>ports</quote> of the documentation tools available on
FreeBSD. The following ports need to be installed to build the
documentation on FreeBSD.
<itemizedlist>
<listitem>
<para><filename>textproc/sp</filename></para>
</listitem>
<listitem>
<para><filename>textproc/openjade</filename></para>
</listitem>
<listitem>
<para><filename>textproc/iso8879</filename></para>
</listitem>
<listitem>
<para><filename>textproc/dsssl-docbook-modular</filename></para>
</listitem>
<listitem>
<para><filename>textproc/docbook-420</filename></para>
</listitem>
</itemizedlist>
</para>
<para>
A number of things from <filename>/usr/ports/print</filename>
(<filename>tex</filename>, <filename>jadetex</filename>) might
also be of interest.
</para>
<para>
It's possible that the ports do not update the main catalog file
in <filename>/usr/local/share/sgml/catalog.ports</filename> or that the
order isn't proper. Be sure to have the following lines in the beginning
of the file:
<programlisting>
CATALOG "openjade/catalog"
CATALOG "iso8879/catalog"
CATALOG "docbook/dsssl/modular/catalog"
CATALOG "docbook/4.2/catalog"
</programlisting>
If you do not want to edit the file you can also set the
environment variable <envar>SGML_CATALOG_FILES</envar> to a
colon-separated list of catalog files (such as the one above).
</para>
<para>
More information about the FreeBSD documentation tools can be
found in the <ulink url="http://www.freebsd.org/doc/en_US.ISO8859-1/books/fdp-primer/tools.html">
FreeBSD Documentation Project's instructions</ulink>.
</para>
</sect2>
<sect2>
<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 docbook-dsssl docbook-xsl openjade1.3 opensp xsltproc
</programlisting>
</para>
</sect2>
<sect2>
<title>Mac OS X</title>
<para>
If you use MacPorts, the following will get you set up:
<programlisting>
sudo port install docbook-dsssl docbook-sgml-4.2 docbook-xml-4.2 docbook-xsl libxslt openjade opensp
</programlisting>
</para>
</sect2>
<sect2>
<title>Manual Installation from Source</title>
<para>
The manual installation process of the DocBook tools is somewhat
complex, so if you have pre-built packages available, use them.
We describe here only a standard setup, with reasonably standard
installation paths, and no <quote>fancy</quote> features. For
details, you should study the documentation of the respective
package, and read <acronym>SGML</acronym> introductory material.
</para>
<sect3>
<title>Installing OpenJade</title>
<procedure>
<step>
<para>
The installation of OpenJade offers a GNU-style
<literal>./configure; make; make install</literal> build
process. Details can be found in the OpenJade source
distribution. In a nutshell:
<synopsis>
./configure --enable-default-catalog=/usr/local/share/sgml/catalog
make
make install
</synopsis>
Be sure to remember where you put the <quote>default
catalog</quote>; you will need it below. You can also leave
it off, but then you will have to set the environment variable
<envar>SGML_CATALOG_FILES</envar> to point to the file
whenever you use <application>jade</application> later on.
(This method is also an option if OpenJade is already
installed and you want to install the rest of the toolchain
locally.)
</para>
<note>
<para>
Some users have reported encountering a segmentation fault using
OpenJade 1.4devel to build the PDFs, with a message like:
<screen>
openjade:./stylesheet.dsl:664:2:E: flow object not accepted by port; only display flow objects accepted
make: *** [postgres-A4.tex-pdf] Segmentation fault
</screen>
Downgrading to OpenJade 1.3 should get rid of this error.
</para>
</note>
</step>
<step id="doc-openjade-install">
<para>
Additionally, you should install the files
<filename>dsssl.dtd</filename>, <filename>fot.dtd</filename>,
<filename>style-sheet.dtd</filename>, and
<filename>catalog</filename> from the
<filename>dsssl</filename> directory somewhere, perhaps into
<filename>/usr/local/share/sgml/dsssl</filename>. It's
probably easiest to copy the entire directory:
<synopsis>
cp -R dsssl /usr/local/share/sgml
</synopsis>
</para>
</step>
<step>
<para>
Finally, create the file
<filename>/usr/local/share/sgml/catalog</filename> and add
this line to it:
<programlisting>
CATALOG "dsssl/catalog"
</programlisting>
(This is a relative path reference to the file installed in
<xref linkend="doc-openjade-install">. Be sure to adjust it
if you chose your installation layout differently.)
</para>
</step>
</procedure>
</sect3>
<sect3>
<title>Installing the <productname>DocBook</productname> <acronym>DTD</acronym> Kit</title>
<procedure>
<step>
<para>
Obtain the <ulink url="http://www.docbook.org/sgml/4.2/docbook-4.2.zip">
DocBook V4.2 distribution</ulink>.
</para>
</step>
<step>
<para>
Create the directory
<filename>/usr/local/share/sgml/docbook-4.2</filename> and change
to it. (The exact location is irrelevant, but this one is
reasonable within the layout we are following here.)
<screen>
<prompt>$ </prompt><userinput>mkdir /usr/local/share/sgml/docbook-4.2</userinput>
<prompt>$ </prompt><userinput>cd /usr/local/share/sgml/docbook-4.2</userinput>
</screen>
</para>
</step>
<step>
<para>
Unpack the archive:
<screen>
<prompt>$ </prompt><userinput>unzip -a ...../docbook-4.2.zip</userinput>
</screen>
(The archive will unpack its files into the current directory.)
</para>
</step>
<step>
<para>
Edit the file
<filename>/usr/local/share/sgml/catalog</filename> (or whatever
you told jade during installation) and put a line like this
into it:
<programlisting>
CATALOG "docbook-4.2/docbook.cat"
</programlisting>
</para>
</step>
<step>
<para>
Download the <ulink url="http://www.oasis-open.org/cover/ISOEnts.zip">
ISO 8879 character entities archive</ulink>, unpack it, and put the
files in the same directory you put the DocBook files in:
<screen>
<prompt>$ </prompt><userinput>cd /usr/local/share/sgml/docbook-4.2</userinput>
<prompt>$ </prompt><userinput>unzip ...../ISOEnts.zip</userinput>
</screen>
</para>
</step>
<step>
<para>
Run the following command in the directory with the DocBook and ISO files:
<programlisting>
perl -pi -e 's/iso-(.*).gml/ISO\1/g' docbook.cat
</programlisting>
(This fixes a mixup between the names used in the DocBook
catalog file and the actual names of the ISO character entity
files.)
</para>
</step>
</procedure>
</sect3>
<sect3>
<title>Installing the DocBook <acronym>DSSSL</acronym> Style Sheets</title>
<para>
To install the style sheets, unzip and untar the distribution and
move it to a suitable place, for example
<filename>/usr/local/share/sgml</filename>. (The archive will
automatically create a subdirectory.)
<screen>
<prompt>$</prompt> <userinput>gunzip docbook-dsssl-1.<replaceable>xx</>.tar.gz</userinput>
<prompt>$</prompt> <userinput>tar -C /usr/local/share/sgml -xf docbook-dsssl-1.<replaceable>xx</>.tar</userinput>
</screen>
</para>
<para>
The usual catalog entry in
<filename>/usr/local/share/sgml/catalog</filename> can also be
made:
<programlisting>
CATALOG "docbook-dsssl-1.<replaceable>xx</>/catalog"
</programlisting>
Because stylesheets change rather often, and it's sometimes
beneficial to try out alternative versions,
<productname>PostgreSQL</productname> doesn't use this catalog
entry. See <xref linkend="docguide-toolsets-configure"> for
information about how to select the stylesheets instead.
</para>
</sect3>
<sect3>
<title>Installing <productname>JadeTeX</productname></title>
<para>
To install and use <productname>JadeTeX</productname>, you will
need a working installation of <productname>TeX</productname> and
<productname>LaTeX2e</productname>, including the supported
<productname>tools</productname> and
<productname>graphics</productname> packages,
<productname>Babel</productname>,
<productname><acronym>AMS</acronym> fonts</productname> and
<productname>AMS-LaTeX</productname>, the
<productname><acronym>PSNFSS</acronym></productname> extension
and companion kit of <quote>the 35 fonts</quote>, the
<productname>dvips</productname> program for generating
<productname>PostScript</productname>, the macro packages
<productname>fancyhdr</productname>,
<productname>hyperref</productname>,
<productname>minitoc</productname>,
<productname>url</productname> and
<productname>ot2enc</productname>. All of these can be found on
your friendly neighborhood <ulink url="http://www.ctan.org">
<acronym>CTAN</acronym> site</ulink>.
The installation of the <application>TeX</application> base
system is far beyond the scope of this introduction. Binary
packages should be available for any system that can run
<application>TeX</application>.
</para>
<para>
Before you can use <application>JadeTeX</application> with the
<productname>PostgreSQL</productname> documentation sources, you
will need to increase the size of
<application>TeX</application>'s internal data structures.
Details on this can be found in the <application>JadeTeX</application>
installation instructions.
</para>
<para>
Once that is finished you can install <application>JadeTeX</application>:
<screen>
<prompt>$</prompt> <userinput>gunzip jadetex-<replaceable>xxx</replaceable>.tar.gz</userinput>
<prompt>$</prompt> <userinput>tar xf jadetex-<replaceable>xxx</replaceable>.tar</userinput>
<prompt>$</prompt> <userinput>cd jadetex</userinput>
<prompt>$</prompt> <userinput>make install</userinput>
<prompt>$</prompt> <userinput>mktexlsr</userinput>
</screen>
The last two need to be done as <systemitem>root</systemitem>.
</para>
</sect3>
</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>
<computeroutput>
checking for onsgmls... onsgmls
checking for openjade... openjade
checking for DocBook V4.2... yes
checking for DocBook stylesheets... /usr/share/sgml/docbook/stylesheet/dsssl/modular
checking for collateindex.pl... /usr/bin/collateindex.pl
checking for xsltproc... xsltproc
checking for osx... osx
</computeroutput>
</screen>
If neither <filename>onsgmls</filename> nor
<filename>nsgmls</filename> were found then some of the following tests
will be skipped. <filename>nsgmls</filename> is part of the Jade
package. You can pass the environment variables
<envar>JADE</envar> and <envar>NSGMLS</envar> to configure to point
to the programs if they are not found automatically. If
<quote>DocBook V4.2</quote> was not found then you did not install
the DocBook DTD kit in a place where Jade can find it, or you have
not set up the catalog files correctly. See the installation hints
above. The DocBook stylesheets are looked for in a number of
relatively standard places, but if you have them some other place
then you should set the environment variable
<envar>DOCBOOKSTYLE</envar> to the location and rerun
<filename>configure</filename> afterwards.
</para>
</sect2>
</sect1>
<sect1 id="docguide-build">
<title>Building The Documentation</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>
<title>HTML</title>
<para>
To build the <acronym>HTML</acronym> version of the documentation:
<screen>
<prompt>doc/src/sgml$ </prompt><userinput>gmake html</userinput>
</screen>
This is also the default target. The output appears in the
subdirectory <filename>html</filename>.
</para>
<para>
To create a proper index, the build might process several identical
stages. If you do not care about the index, and just want to
proof-read the output, use <literal>draft</>:
<screen>
<prompt>doc/src/sgml$ </prompt><userinput>gmake draft</userinput>
</screen>
</para>
<para>
To build the documentation as a single HTML page, use:
<screen>
<prompt>doc/src/sgml$ </prompt><userinput>gmake postgres.html</userinput>
</screen>
</para>
</sect2>
<sect2>
<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. The man pages are also distributed as a tar archive,
similar to the <acronym>HTML</acronym> version. To create the man
pages, use the commands:
<programlisting>
cd doc/src/sgml
gmake man
</programlisting>
</para>
</sect2>
<sect2>
<title>Print Output via <application>JadeTeX</application></title>
<para>
If you want to use <application>JadeTex</application> to produce a
printable rendition of the documentation, you can use one of the
following commands:
<itemizedlist>
<listitem>
<para>
To generate PostScript via <acronym>DVI</acronym> in A4 format:
<screen>
<prompt>doc/src/sgml$ </prompt><userinput>gmake postgres-A4.ps</userinput>
</screen>
In U.S. letter format:
<screen>
<prompt>doc/src/sgml$ </prompt><userinput>gmake postgres-US.ps</userinput>
</screen>
</para>
</listitem>
<listitem>
<para>
To make a <acronym>PDF</acronym>:
<screen>
<prompt>doc/src/sgml$ </prompt><userinput>gmake postgres-A4.pdf</userinput>
</screen>
or:
<screen>
<prompt>doc/src/sgml$ </prompt><userinput>gmake postgres-US.pdf</userinput>
</screen>
(Of course you can also make a <acronym>PDF</acronym> version
from the PostScript, but if you generate <acronym>PDF</acronym>
directly, it will have hyperlinks and other enhanced features.)
</para>
</listitem>
</itemizedlist>
</para>
<para>
When using JadeTeX to build the PostgreSQL documentation, you will
probably need to increase some of TeX's internal parameters. These
can be set in the file <filename>texmf.cnf</filename>. The following
settings worked at the time of this writing:
<programlisting>
hash_extra.jadetex = 200000
hash_extra.pdfjadetex = 200000
pool_size.jadetex = 2000000
pool_size.pdfjadetex = 2000000
string_vacancies.jadetex = 150000
string_vacancies.pdfjadetex = 150000
max_strings.jadetex = 300000
max_strings.pdfjadetex = 300000
save_size.jadetex = 15000
save_size.pdfjadetex = 15000
</programlisting>
</para>
</sect2>
<sect2>
<title>Overflow Text</title>
<para>
Occasionally text is too wide for the printed margins, and in
extreme cases, too wide for the printed page, e.g. non-wrapped
text, wide tables. Overly wide text generates <quote>Overfull
hbox</quote> messages in the TeX log output file, e.g.
<filename>postgres-US.log</> or <filename>postgres-A4.log</>.
There are 72 points in an inch so anything reported as over 72
points too wide will probably not fit on the printed page (assuming
one inch margins). To find the <acronym>SGML</acronym> text
causing the overflow, find the first page number mentioned above
the overflow message, e.g. <literal>[50 ###]</> (page 50), and
look at the page after that (e.g. page 51) in the <acronym>PDF</acronym>
file to see the overflow text and adjust the <acronym>SGML</acronym>
accordingly.
</para>
</sect2>
<sect2>
<title>Print Output via <acronym>RTF</acronym></title>
<para>
You can also create a printable version of the <productname>PostgreSQL</productname>
documentation by converting it to <acronym>RTF</acronym> and
applying minor formatting corrections using an office suite.
Depending on the capabilities of the particular office suite, you
can then convert the documentation to PostScript of
<acronym>PDF</acronym>. The procedure below illustrates this
process using <productname>Applixware</productname>.
</para>
<note>
<para>
It appears that current versions of the <productname>PostgreSQL</productname> documentation
trigger some bug in or exceed the size limit of OpenJade. If the
build process of the <acronym>RTF</acronym> version hangs for a
long time and the output file still has size 0, then you might have
hit that problem. (But keep in mind that a normal build takes 5
to 10 minutes, so don't abort too soon.)
</para>
</note>
<procedure>
<title><productname>Applixware</productname> <acronym>RTF</acronym> Cleanup</title>
<para>
<application>OpenJade</application> omits specifying a default
style for body text. In the past, this undiagnosed problem led to
a long process of table of contents generation. However, with
great help from the <productname>Applixware</productname> folks
the symptom was diagnosed and a workaround is available.
</para>
<step performance="required">
<para>
Generate the <acronym>RTF</acronym> version by typing:
<screen>
<prompt>doc/src/sgml$ </prompt><userinput>gmake postgres.rtf</userinput>
</screen>
</para>
</step>
<step performance="required">
<para>
Repair the RTF file to correctly specify all styles, in
particular the default style. If the document contains
<sgmltag>refentry</sgmltag> sections, one must also replace
formatting hints which tie a preceding paragraph to the current
paragraph, and instead tie the current paragraph to the
following one. A utility, <command>fixrtf</command>, is
available in <filename>doc/src/sgml</filename> to accomplish
these repairs:
<screen>
<prompt>doc/src/sgml$ </prompt><userinput>./fixrtf --refentry postgres.rtf</userinput>
</screen>
</para>
<para>
The script adds <literal>{\s0 Normal;}</literal> as the zeroth
style in the document. According to
<productname>Applixware</productname>, the RTF standard would
prohibit adding an implicit zeroth style, though Microsoft Word
happens to handle this case. For repairing
<sgmltag>refentry</sgmltag> sections, the script replaces
<literal>\keepn</literal> tags with <literal>\keep</literal>.
</para>
</step>
<step performance="required">
<para>
Open a new document in <productname>Applixware Words</productname> and
then import the <acronym>RTF</acronym> file.
</para>
</step>
<step performance="required">
<para>
Generate a new table of contents (ToC) using
<productname>Applixware</productname>.
</para>
<substeps>
<step>
<para>
Select the existing ToC lines, from the beginning of the first
character on the first line to the last character of the last
line.
</para>
</step>
<step>
<para>
Build a new ToC using
<menuchoice><guimenu>Tools</guimenu><guisubmenu>Book
Building</guisubmenu><guimenuitem>Create Table of
Contents</guimenuitem></menuchoice>. Select the first three
levels of headers for inclusion in the ToC. This will replace
the existing lines imported in the RTF with a native
<productname>Applixware</productname> ToC.
</para>
</step>
<step>
<para>
Adjust the ToC formatting by using
<menuchoice><guimenu>Format</guimenu><guimenuitem>Style</guimenuitem></menuchoice>,
selecting each of the three ToC styles, and adjusting the
indents for <literal>First</literal> and
<literal>Left</literal>. Use the following values:
<informaltable>
<tgroup cols="3">
<thead>
<row>
<entry>Style</entry>
<entry>First Indent (inches)</entry>
<entry>Left Indent (inches)</entry>
</row>
</thead>
<tbody>
<row>
<entry><literal>TOC-Heading 1</literal></entry>
<entry><literal>0.4</literal></entry>
<entry><literal>0.4</literal></entry>
</row>
<row>
<entry><literal>TOC-Heading 2</literal></entry>
<entry><literal>0.8</literal></entry>
<entry><literal>0.8</literal></entry>
</row>
<row>
<entry><literal>TOC-Heading 3</literal></entry>
<entry><literal>1.2</literal></entry>
<entry><literal>1.2</literal></entry>
</row>
</tbody>
</tgroup>
</informaltable>
</para>
</step>
</substeps>
</step>
<step performance="required">
<para>
Work through the document to:
<itemizedlist>
<listitem>
<para>
Adjust page breaks.
</para>
</listitem>
<listitem>
<para>
Adjust table column widths.
</para>
</listitem>
</itemizedlist>
</para>
</step>
<step performance="required">
<para>
Replace the right-justified page numbers in the Examples and
Figures portions of the ToC with correct values. This only takes
a few minutes.
</para>
</step>
<step performance="optional">
<para>
Delete the index section from the document if it is empty.
</para>
</step>
<step performance="required">
<para>
Regenerate and adjust the table of contents.
</para>
<substeps>
<step>
<para>
Select the ToC field.
</para>
</step>
<step>
<para>
Select <menuchoice><guimenu>Tools</guimenu><guisubmenu>Book
Building</guisubmenu><guimenuitem>Create Table of
Contents</guimenuitem></menuchoice>.
</para>
</step>
<step>
<para>
Unbind the ToC by selecting
<menuchoice><guimenu>Tools</guimenu><guisubmenu>Field
Editing</guisubmenu><guimenuitem>Unprotect</guimenuitem></menuchoice>.
</para>
</step>
<step>
<para>
Delete the first line in the ToC, which is an entry for the
ToC itself.
</para>
</step>
</substeps>
</step>
<step performance="required">
<para>
Save the document as native <productname>Applixware
Words</productname> format to allow easier last minute editing
later.
</para>
</step>
<step performance="required">
<para>
<quote>Print</quote> the document
to a file in PostScript format.
</para>
</step>
</procedure>
</sect2>
<sect2>
<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>gmake INSTALL</userinput>.
</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>
<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>gmake check</userinput>
</screen>
</para>
</sect2>
</sect1>
<sect1 id="docguide-authoring">
<title>Documentation Authoring</title>
<para>
<acronym>SGML</acronym> and <productname>DocBook</productname> do
not suffer from an oversupply of open-source authoring tools. The
most common tool set is the
<productname>Emacs</productname>/<productname>XEmacs</productname>
editor with appropriate editing mode. On some systems
these tools are provided in a typical full installation.
</para>
<sect2>
<title>Emacs/PSGML</title>
<para>
<productname>PSGML</productname> is the most common and most
powerful mode for editing <acronym>SGML</acronym> documents.
When properly configured, it will allow you to use
<application>Emacs</application> to insert tags and check markup
consistency. You could use it for <acronym>HTML</acronym> as
well. Check the <ulink url="http://www.lysator.liu.se/projects/about_psgml.html">
PSGML web site</ulink> for downloads, installation instructions, and
detailed documentation.
</para>
<para>
There is one important thing to note with
<productname>PSGML</productname>: its author assumed that your
main <acronym>SGML</acronym> <acronym>DTD</acronym> directory
would be <filename>/usr/local/lib/sgml</filename>. If, as in the
examples in this chapter, you use
<filename>/usr/local/share/sgml</filename>, you have to
compensate for this, either by setting
<envar>SGML_CATALOG_FILES</envar> environment variable, or you
can customize your <productname>PSGML</productname> installation
(its manual tells you how).
</para>
<para>
Put the following in your <filename>~/.emacs</filename>
environment file (adjusting the path names to be appropriate for
your system):
<programlisting>
; ********** for SGML mode (psgml)
(setq sgml-omittag t)
(setq sgml-shorttag t)
(setq sgml-minimize-attributes nil)
(setq sgml-always-quote-attributes t)
(setq sgml-indent-step 1)
(setq sgml-indent-data t)
(setq sgml-parent-document nil)
(setq sgml-exposed-tags nil)
(setq sgml-catalog-files '("/usr/local/share/sgml/catalog"))
(autoload 'sgml-mode "psgml" "Major mode to edit SGML files." t )
</programlisting>
and in the same file add an entry for <acronym>SGML</acronym>
into the (existing) definition for
<varname>auto-mode-alist</varname>:
<programlisting>
(setq
auto-mode-alist
'(("\\.sgml$" . sgml-mode)
))
</programlisting>
</para>
<para>
You might find that when using <productname>PSGML</productname>, a
comfortable way of working with these separate files of book
parts is to insert a proper <literal>DOCTYPE</literal>
declaration while you're editing them. If you are working on
this source, for instance, it is an appendix chapter, so you
would specify the document as an <quote>appendix</quote> instance
of a DocBook document by making the first line look like this:
<programlisting>
&lt;!DOCTYPE appendix PUBLIC "-//OASIS//DTD DocBook V4.2//EN"&gt;
</programlisting>
This means that anything and everything that reads
<acronym>SGML</acronym> will get it right, and I can verify the
document with <command>nsgmls -s docguide.sgml</command>. (But
you need to take out that line before building the entire
documentation set.)
</para>
</sect2>
<sect2>
<title>Other Emacs Modes</title>
<para>
<productname>GNU Emacs</productname> ships with a different
<acronym>SGML</acronym> mode, which is not quite as powerful as
<productname>PSGML</productname>, but it's less confusing and
lighter weight. Also, it offers syntax highlighting (font lock),
which can be very helpful.
<filename>src/tools/editors/emacs.samples</filename> contains
sample settings for this mode.
</para>
<para>
Norm Walsh offers a
<ulink url="http://nwalsh.com/emacs/docbookide/index.html">major mode</ulink>
specifically for DocBook which also has font-lock and a number of features to
reduce typing.
</para>
</sect2>
</sect1>
<sect1 id="docguide-style">
<title>Style Guide</title>
<sect2>
<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>
<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>
<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>
<term>Description</term>
<listitem>
<para>
Several paragraphs explaining what the command does.
</para>
</listitem>
</varlistentry>
<varlistentry>
<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>
<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>
<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>
<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>
<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>
<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>
<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>
<term>Examples</term>
<listitem>
<para>
Examples
</para>
</listitem>
</varlistentry>
<varlistentry>
<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>
<term>Author</term>
<listitem>
<para>
Author (only used in the contrib section)
</para>
</listitem>
</varlistentry>
<varlistentry>
<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>