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Implement auto-generation of docs
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jackleland committed Jan 25, 2024
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33 changes: 33 additions & 0 deletions .github/workflows/sphinx.yml
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name: Sphinx build

on:
push:
branches: [ "main", "development" ]
pull_request:
branches: [ "main" ]


jobs:
build:
runs-on: ubuntu-latest
steps:
# Checkout and build the docs with sphinx
- uses: actions/checkout@v2
- name: Build HTML
uses: ammaraskar/sphinx-action@master
with:
docs-folder: "docs/user_guide"
# pre-build-command: "mkdir /tmp/sphinx-log"
- name: Upload artifacts
uses: actions/upload-artifact@v1
with:
name: html-docs
path: docs/user_guide/build/html/
# Deploys to the gh-pages branch if the commit was made to main, the
# gh-pages then takes over serving the html
- name: Deploy
uses: peaceiris/actions-gh-pages@v3
if: github.ref == 'refs/heads/main'
with:
github_token: ${{ secrets.GITHUB_TOKEN }}
publish_dir: docs/build/html
5 changes: 4 additions & 1 deletion .gitignore
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*egg-info
.venv/
tests/test_dir*
build/
**/.DS_Store

build/
docs/user_guide/build/
Empty file added docs/.nojekyll
Empty file.
8 changes: 8 additions & 0 deletions docs/index.html
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<!DOCTYPE html>

<html lang="en">
<head>
<meta http-equiv="Refresh" content="0; url='user_guide/build/html/index.html'" />
</head>
</html>
4 changes: 4 additions & 0 deletions docs/user_guide/requirements.txt
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Sphinx==7.2.6
sphinx-click==5.1.0
sphinx-rtd-theme==2.0.0
-r ../../requirements.txt
175 changes: 175 additions & 0 deletions docs/user_guide/source/catalog_organisation.rst
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.. _catalog_organisation:

Catalog Organisation
====================

When a user PUTs files to the NLDS, the files are recorded in a catalog on
behalf of the user. The user can then list which files they have in the catalog
and also search for files based on a regular expression. Additionally, users
can associate a label and tags, in the form of *key:value* pairs with a file or
collection of files.

*Figure 1* shows a simplified version of the structure of the catalog, with just
the information relevant to the user remaining.

.. figure:: ./simple_catalog.png

Figure 1: Simplified view of the NLDS data-catalog

The terms in figure 1 are explained below:

#. :ref:`Holdings<holding>`
#. :ref:`Transactions<transaction>`
#. :ref:`Tags<tags>`
#. :ref:`File<file>`
#. :ref:`Location<location>`

.. _holding:

Holdings
--------

**Holdings** are collections of files, that the user has chosen to collect
together and assign a label to the collection. A reason to collect files in a
holding might be that they are from the same experiment, or climate model run,
or measuring campaign. Users can give the holding a **label**, but if they do
not then a seemingly random **label** will be assigned to the holding. This is
actually the id of the first **transaction** that created the holding. Users
can change the **label** that a holding has at any time.

**Holdings** are created when a user PUTs a file into the NLDS, using either the
``nlds put`` or ``nlds putlist`` command. These commands take a **label**
argument with the ``-l`` or ``--label`` option. The first time a user PUTs a
file, or list of files, into a **holding**, the **holding** will be created.
If a **label** is specified then the **holding** will be assigned that **label**.
If a **label** is not specified then the seemingly random **label** will be
assigned.

After this, if a user PUTs a file into the NLDS and specifies a **label** for a
**holding** that already exists, then the file will be added to that **holding**.
If the **holding** with the specified **label** does not exist then the file
will be added to a new **holding**. This leads to the behaviour that, if a
**label** is not specified when PUTting a file (or list of files) into the NLDS,
a new **holding** will be created for each file (or list of files).

Reading this, you may ask the question "What happens if I add a file that
already exists in the NLDS?". This is a good question, and a number of rules
cover it:

1. The ``original_path`` of a file must be unique within a **holding**. An
error is given if a user PUTs a file into a **holding** that already exists and
the file with ``original_path`` already exists in the **holding**.

2. The ``original_path`` does not have to be unique across **holdings**.
Multiple files with the same ``original_path`` can exist in the NLDS, providing
that they belong to different **holdings**, with different **labels**.

3. Users can GET files without specifying which **holding** to get them from,
i.e. the ``-l`` or ``--label`` option is not given when ``nlds get`` or ``nlds
getlist`` commands are invoked. In this case, the newest file is returned.

Organising the catalog in this way means that users can use the NLDS as an
iterative backup solution, by PUTting files into differently labelled
**holdings** at different times. GETting the files will returned the latest
files, while leaving the older files still accessible by specifying the
**holding** **label**.

.. _transaction:

Transactions
------------

**Transactions** record the user's action when PUTting a file into the NLDS.
As alluded to above, in the :ref:`_holding` section, each **holding** can contain
numerous **transactions**. A **transaction** is created every time a user PUTs
a single file, or list of files, into the NLDS. This **transaction** is assigned
to a holding based on the **label** supplied by the user. If a **label** is
specified for a number of PUT actions, then the **holding** with that label will
contain all the **transactions** arising from the PUT actions.

A **transaction** contains very little information itself, but its place in the
catalog hierarchy is important. As can be seen in figure 2, it contains a list
of **files** and it belongs to a **holding**. This is the mapping that allows
users to add files to **holdings** iteratively and at different times. For
example, a user may PUT the files ``file_1``, ``file_2`` and ``file_3`` into the
**holding** with ``backup_1`` **label** on the 23rd Dec 2023. The user may then
PUT ``file_4``, ``file_5`` and ``file_6`` into the same **holding** on the 4th
Jan 2024, by specifying the label ``backup_1``. This will have the effect of
creating two **transactions** - one containing ``file_1``, ``file_2`` and ``file_3``
and the other containing ``file_4``, ``file_5`` and ``file_6``, with the
``backup_1`` **holding** containing both **transactions**. Therefore, all **files**
(``file_1`` through to ``file_6``) are associated with the ``backup_1``
**holding** at particular ``ingest_times``.

If, at a later time, the user puts ``file_1`` to ``file_6`` into
another **holding** with a **label** of ``backup_2`` then another
**transaction** will be created with a later ``ingest_time`` and the **files**
will be associated with the **transaction** and the ``backup_2`` **holding**.
The **files** may have changed in the interim and, therefore, the **files**
with the same filenames may be different in ``backup_2`` than they are in
``backup_1``. This is the mechanism by which NLDS allows users to perform
iterative backups and how users can get the latest files, via the ``ingest_time``.

.. _tags:

Tags
----

NLDS allows the user to associate **tags** with a **holding**, in a
``key:value`` format. For example, a series of **holding** could have **tags**
with the ``key`` as ``experiment`` and ``value`` as the experiment name or
number.

A **holding** can contain numerous **tags** and these are in addition to the
**holdings** **label**. **Tags** can be used for searching for files in the
``list`` and ``find`` commands.

.. _file:

File
----

The very purpose of NLDS is the long term storage of **files**, recording their
details in a data catalog and then accessing (GETting) them when they are
required. The **file** object in the data catalog records the details of a
single **file**, including the original path of the file, its size and the
ownership and permissions of the file. Users can GET files in a number of ways,
including by using just the ``original_path`` where the NLDS will return the
most recent file with that path.

Also associated with **files** is the checksum of the file. NLDS supports
different methods of calculating checksums, and so more than one checksum can
be associated with a single file.

.. _location:

Location
--------

The user interacts with the NLDS by PUTting and GETting **files**, without knowing
(or caring) where those **files** are stored. From a user view, the **files** are
stored in the NLDS. In reality the NLDS first writes the **files** to *object
storage*. Later the **files** are backed up to *tape storage*. When the NLDS
*object storage* approaches capacity, **files** will be removed from the
*object storage* depending on a policy which takes into account several variables,
including when they were last accessed. If a user subsequently GETs a **file**
that has removed from the *object storage* then the NLDS will first retrive
the **file** from the *tape storage* to the *object storage* before copying it
to the user specified target.

The **location** object in the Catalog database is associated to a file, and
can have one of three states:

1. The **file** is held on the *object storage* only. It will be backed up
to the *tape storage* later.

2. The **file** is held on both the *object storage* and *tape storage*. Users
can access the file without any staging required by the NLDS.

3. The **file** is held on the *tape storage* only. If a user accesses the
**file** then the NLDS will *stage* it to the *tape storage*, before completing
the GET on behalf of the user. The user does not need to concern themselves
with the details of this. However, accessing a file that is stored only on
*tape* will take longer than if it was held on *object storage*.


30 changes: 30 additions & 0 deletions docs/user_guide/source/command_ref.rst
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Command Line Reference
======================

The primary method of interacting with the Near-Line Data Store is through a
command line client, which can be installed using the instructions.

Users must specify a command to the ``nlds`` and options and arguments for that
command.

``nlds [OPTIONS] COMMAND [ARGS]...``

As an overview the commands are:

Commands:
| ``find Find and list files.``
| ``get Get a single file.``
| ``getlist Get a number of files specified in a list.``
| ``list List holdings.``
| ``meta Alter metadata for a holding.``
| ``put Put a single file.``
| ``putlist Put a number of files specified in a list.``
| ``stat List transactions.``
Each command has its own specific options. The argument is generally the file
or filelist that the user wishes to operate on. The full command listing is
given below.

.. click:: nlds_client.nlds_client:nlds_client
:prog: nlds
:nested: full
10 changes: 5 additions & 5 deletions docs/user_guide/source/conf.py
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# -- Project information -----------------------------------------------------
# https://www.sphinx-doc.org/en/master/usage/configuration.html#project-information

project = 'Near-Line Data Store client'
copyright = '2023, Neil Massey and Jack Leland'
project = 'Near-Line Data Store'
copyright = '2023, Centre for Environmental Data Analysis, Science and Technologies Facilities Council, UK Research and Innovation'
author = 'Neil Massey and Jack Leland'
release = '0.1.0'
version = '0.1.1'
release = '0.1.1-RC1'

# -- General configuration ---------------------------------------------------
# https://www.sphinx-doc.org/en/master/usage/configuration.html#general-configuration
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# -- Options for HTML output -------------------------------------------------
# https://www.sphinx-doc.org/en/master/usage/configuration.html#options-for-html-output

html_theme = 'alabaster'
html_theme = 'sphinx_rtd_theme'
html_static_path = ['_static']
56 changes: 56 additions & 0 deletions docs/user_guide/source/configuration.rst
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.. _configuration:

Configuration File
==================

When the user first invokes ``nlds`` from the command line or issues a command
from the ``nlds_client.clientlib`` API, a configuration file is required in the
user's home directory with the path:

``~/.nlds-config``

This configuration file is JSON formatted and contains the authentication
credentials required by:

* The OAuth server
* The Object Storage

It also contains the default user and group to use when issuing a request to the
NLDS. These can be overriden by the ``-u|--user`` and ``-g|--group`` command
line options.

Finally, it contains the URL of the server and the API version, and the location
of the OAuth token file that is also created the first time the ``nlds`` command
is invoked.

An example configuration file is shown below. Authentication details have been
redacted. You will have to contact the service provider to gain these
credentials.

::

{
"server" : {
"url" : "{{ nlds_api_url }}",
"api" : "{{ nlds_api_version }}"
},
"user" : {
"default_user" : "{{ user_name }}",
"default_group" : "{{ user_gws }}"
},
"authentication" : {
"oauth_client_id" : "{{ oauth_client_id }}",
"oauth_client_secret" : "{{ oauth_client_secret }}",
"oauth_token_url" : "{{ oauth_token_url }}",
"oauth_scopes" : "{{ oauth_scopes }}"",
"oauth_token_file_location" : "~/.nlds-token"
},
"object_storage" : {
"access_key" : "{{ object_store_access_key }}",
"secret_key" : "{{ object_store_secret_key }}"

},
"option" : {
"resolve_filenames" : "false"
}
}
41 changes: 41 additions & 0 deletions docs/user_guide/source/index.rst
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.. Near-Line Data Store client documentation master file, created by
sphinx-quickstart on Thu Feb 2 16:17:53 2023.
You can adapt this file completely to your liking, but it should at least
contain the root `toctree` directive.
Near-Line Data Store documentation
==================================

The Near-Line Data Store (NLDS) is a multi-tiered storage solution that uses
Object Storage as a front end to a tape library. It catalogs the data as it is
ingested and permits multiple versions of files. It has a microservice
architecture using a message broker to communicate between the parts.
Interaction with NLDS is via a HTTP API, with a Python library and command-line
client provided to users for programmatic or interactive use.

.. toctree::
:maxdepth: 1
:caption: Contents:

installation.rst
configuration.rst
catalog_organisation.rst
tutorial.rst
status_codes.rst
command_ref.rst
license.rst

Indices and tables
==================

* :ref:`genindex`
* :ref:`modindex`
* :ref:`search`

NLDS was developed at the `Centre for Environmental Data Analysis <https://www.ceda.ac.uk>`_
with support from the ESiWACE2 project. The project ESiWACE2 has received
funding from the European Union's Horizon 2020 research and innovation programme
under grant agreement No 823988.

NLDS is Open-Source software with a BSD-2 Clause License. The license can be
read :ref:`here <license>`.
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