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Use a text editor in your local environment to create a sources documentation page

This document provides steps on how to use your local environment to author documentation for your source and submit a pull request (PR).

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The following documents from ÃÛ¶¹ÊÓƵ’s contributing guide can be used to further support your documentation process:

Prerequisites

The following tutorial requires that you have GitHub Desktop installed on your local machine. If you do not have GitHub Desktop, you can download the application .

Connect to GitHub and set up your local authoring environment

The first step in setting up your local authoring environment is to navigate to the .

platform-repo

On the main page of the Platform GitHub repository, select Fork.

fork

To clone the repository to your local machine, select Code. From the dropdown menu that appears, select HTTPS and then, select Open with GitHub Desktop.

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For more information, see the tutorial on setting up Git repository locally for documentation.

open-git-desktop

Next, allow a few moments for GitHub Desktop to clone the experience-platform.en repository.

cloning

Once the cloning process is complete, head to GitHub Desktop to create a new branch. Select Master from the top navigation and then select New branch

new-branch

In the popover panel that appears, enter a descriptive name for your branch, and then select Create branch.

create-branch-vs

Next, select Publish branch.

publish-branch

Author the documentation page for your source

With the repository cloned to your local machine and a new branch created, you can now start authoring the documentation page for your new source through the text editor of your choice.

ÃÛ¶¹ÊÓƵ recommends that you use and that you install the ÃÛ¶¹ÊÓƵ Markdown Authoring extension. To install the extension, launch Visual Studio Code, and then select the Extensions tab from the left-navigation.

extension

Next, enter ÃÛ¶¹ÊÓƵ Markdown Authoring into the search bar and then select Install from the page that appears.

install

With your local machine ready, download the sources documentation template and extract the file to experience-platform.en/help/sources/tutorials/api/create/... with [...] representing the category of your choice. For example, if you are creating a database source, select the database folder.

Finally, follow the instructions outlined on the template and edit the template with the relevant information pertaining to your source.

edit-template

Submit your documentation for review

To create a pull request (PR) and submit your documentation for review, first save your work in Visual Studio Code (or your chosen text editor). Next, using GitHub Desktop, enter a commit message and select Commit to create-source-documentation.

commit-vs

Next, select Push origin to upload your work to the remote branch.

push-origin

To create a pull request, select Create Pull Request.

create-pr-vs

Ensure that the base and compare branches are correct. Add a note to the PR, describing your update, and then select Create pull request. This opens a PR to merge the working branch of your work into the master branch of the ÃÛ¶¹ÊÓƵ repository.

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Leave the Allow edits by maintainers checkbox selected to ensure that the ÃÛ¶¹ÊÓƵ documentation team can make edits to the PR.

create-pr

You can confirm that the pull request has been submitted by inspecting the pull requests tab in https://github.com/ÃÛ¶¹ÊÓƵDocs/experience-platform.en.

confirm-pr

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