2 min read

Implementing Docs-as-Code

Implementing Docs-as-Code

Documentation as Code (Docs-as-Code) treats technical documentation with the same rigor and processes as software code. This approach leverages modern development tools and practices to create, review, version, and deploy documentation. This article explores implementing advanced CI/CD pipelines specifically for technical documentation.

Core Principles of Docs-as-Code

There are a few key tenets to take care of here.

Version Control

  • Store documentation in Git repositories alongside code
  • Use branching strategies for content development
  • Maintain change history and attribution
  • Enable collaborative workflows through pull requests

Automation

  • Automate building, testing, and deployment
  • Implement continuous integration checks
  • Enable continuous deployment to staging/production
  • Validate links, formatting, and style guides

Quality Assurance

  • Enforce style guide compliance
  • Check for broken links and references
  • Validate markdown formatting
  • Review technical accuracy
  • Test code samples and examples

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Building the CI/CD Pipeline

1. Source Control Configuration

# .gitignore
_site/
.sass-cache/
.jekyll-cache/
.bundle/
vendor/
node_modules/
 

2. Content Validation

Implement automated checks for:

  • Markdown lint rules
  • Spelling and grammar
  • Internal/external link validation
  • Image optimization
  • Style guide compliance

3. Build Process

# GitHub Actions workflow example
name: Documentation CI/CD

on:
push:
branches: [ main ]
pull_request:
branches: [ main ]

jobs:
build:
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v2

- name: Setup Node.js
uses: actions/setup-node@v2
with:
node-version: '16'

- name: Install dependencies
run: |
npm install -g markdownlint-cli
npm install -g markdown-link-check

- name: Run validation
run: |
markdownlint '**/*.md'
markdown-link-check '**/*.md'
 

4. Testing Framework

Implement documentation testing:

  • Code sample validation
  • API endpoint verification
  • Screenshot comparison
  • Search functionality testing
  • Navigation structure validation

5. Preview Environments

# Preview environment configuration
deploy_preview:
script:
- mkdocs build
- firebase deploy --only hosting:preview
environment:
name: preview
url: https://preview.docs.example.com
 

6. Production Deployment

# Production deployment pipeline
production_deploy:
stage: deploy
script:
- mkdocs build
- aws s3 sync site/ s3://docs-bucket
- aws cloudfront create-invalidation --distribution-id $CF_DIST
only:
- main
 

Advanced Features

Now, take it further.

1. Multi-Version Documentation

Implement version control for documentation:

  • Tag-based versioning
  • Version switcher in UI
  • Archive management
  • Redirect handling

2. Localization Pipeline

# Localization workflow
localization:
needs: build
runs-on: ubuntu-latest
steps:
- name: Extract strings
run: i18n-extract

- name: Machine translation
uses: i18n-auto-translate@v1

- name: Human review notification
uses: notify-translators@v1
 

3. Performance Monitoring

Monitor documentation site performance:

  • Page load times
  • Search response time
  • PDF generation speed
  • API documentation response times

4. Analytics Integration

Implement comprehensive analytics:

  • Page views and user paths
  • Search queries and results
  • Failed searches
  • Most/least accessed content
  • User feedback metrics

Best Practices

  1. Documentation Structure
    • Maintain consistent folder organization
    • Use clear file naming conventions
    • Implement modular content structure
    • Separate content from presentation
  2. Review Process
    • Technical accuracy review
    • Content review
    • Copy editing
    • Accessibility review
  3. Security Considerations
    • Access control
    • Sensitive information handling
    • API key management
    • Authentication integration
  4. Maintenance
    • Regular content audits
    • Deprecation handling
    • Archive management
    • Feedback loop integration

Plan and Implement

Implementing a robust Docs-as-Code pipeline requires careful planning and consideration of various aspects from content creation to deployment. The investment in automation and quality control pays off through improved documentation quality, faster updates, and better collaboration between technical writers and developers.

By treating documentation with the same rigor as code, organizations can maintain high-quality, up-to-date documentation that serves their users effectively while reducing the maintenance burden on technical writing teams.

Remember that the pipeline should evolve with your team's needs and documentation requirements. Regular reviews and updates of the CI/CD process ensure it continues to serve its purpose effectively.

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