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</style><div class="section" id="installing-and-running-sphinx-building-the-open-mpi-docs">
<span id="developers-installing-sphinx-label"></span><h1><span class="section-number">13.10. </span>Installing and running Sphinx (building the Open MPI docs)<a class="headerlink" href="#installing-and-running-sphinx-building-the-open-mpi-docs" title="Permalink to this heading"></a></h1>
<p>As with all content in the Developer’s Guide, this section is only
relevant for developers who work in the Open MPI code base itself.
End users who install a binary Open MPI package or build from an
official Open MPI distribution tarball do not need to have Sphinx
installed.</p>
<div class="section" id="installing-python">
<h2><span class="section-number">13.10.1. </span>Installing Python<a class="headerlink" href="#installing-python" title="Permalink to this heading"></a></h2>
<p>The <a class="reference external" href="https://www.sphinx-doc.org/">Sphinx tool</a> is written in Python,
and therefore needs to have Python available.  As of late 2022, Sphinx
requires Python &gt;= v3.7.</p>
<p>This documentation does not contain detailed instructions for
installing a Python version sufficient for using Sphinx.  Consult your
local OS documentation for how to obtain Python &gt;= v3.7, or search the
internet for further information.</p>
</div>
<div class="section" id="installing-sphinx">
<h2><span class="section-number">13.10.2. </span>Installing Sphinx<a class="headerlink" href="#installing-sphinx" title="Permalink to this heading"></a></h2>
<p><a class="reference external" href="https://www.sphinx-doc.org/en/master/usage/installation.html">The Sphinx documentation</a>
recommends installing Sphinx (and its required Python dependencies)
via <code class="docutils literal notranslate"><span class="pre">pip</span></code>, which typically requires connectivity to the general
internet.</p>
<div class="admonition note">
<p class="admonition-title">Note</p>
<p>If you are running on MacOS, you may be tempted to use
Homebrew or MacPorts to install Sphinx.  The Sphinx documentation
recommends <strong>against</strong> this.  Instead, you should use <code class="docutils literal notranslate"><span class="pre">pip</span></code> to
install Sphinx.</p>
</div>
<p>There are three general ways to install Sphinx; you only need one of
them.</p>
<div class="section" id="install-sphinx-in-a-python-virtual-environment">
<h3><span class="section-number">13.10.2.1. </span>Install Sphinx in a Python virtual environment<a class="headerlink" href="#install-sphinx-in-a-python-virtual-environment" title="Permalink to this heading"></a></h3>
<p>The preferred method of installing Sphinx for Open MPI documentation
development is to install Sphinx in a Python virtual environment.
This places Sphinx in a sandbox that will not conflict with other
<code class="docutils literal notranslate"><span class="pre">pip</span></code>-installed Python modules.  This example installs Sphinx and
other Python modules in the <code class="docutils literal notranslate"><span class="pre">ompi-docs-venv</span></code> tree under your Open
MPI Git clone directory:</p>
<div class="highlight-sh notranslate"><div class="highlight"><pre><span></span><span class="c1"># Create the Python virtual environment</span>
shell$<span class="w"> </span><span class="nb">cd</span><span class="w"> </span>TOP_OF_OPEN_MPI_GIT_CLONE
shell$<span class="w"> </span>python3<span class="w"> </span>-m<span class="w"> </span>venv<span class="w"> </span>ompi-docs-venv
<span class="c1"># Or: python3 -m virtualenv ompi-docs-venv</span>
<span class="c1"># Or: virtualenv --python=python3 ompi-docs-venv</span>

<span class="c1"># Activate the virtual environment</span>
shell$<span class="w"> </span>.<span class="w"> </span>./ompi-docs-venv/bin/activate

<span class="c1"># Notice that the shell prompt changes</span>
<span class="c1"># Now install the required Python modules</span>
<span class="o">(</span>ompi-docs-venv<span class="o">)</span><span class="w"> </span>shell$<span class="w"> </span>pip3<span class="w"> </span>install<span class="w"> </span>-r<span class="w"> </span>docs/requirements.txt
<span class="c1"># Or: python3 -m pip install install -r docs/requirements.txt</span>
</pre></div>
</div>
<p>Note that sourcing the <code class="docutils literal notranslate"><span class="pre">activate</span></code> script will change your prompt to
put the name of your virtual environment directory at the front, just
as a visual reminder that you are operating in a Python virtual
environment.  You can run <code class="docutils literal notranslate"><span class="pre">deactivate</span></code> to leave the virtual
environment.</p>
<div class="admonition important">
<p class="admonition-title">Important</p>
<p>You will need to source the <code class="docutils literal notranslate"><span class="pre">activate</span></code> script to put
Sphinx in your <code class="docutils literal notranslate"><span class="pre">PATH</span></code> <em>before</em> running <code class="docutils literal notranslate"><span class="pre">configure</span></code>.</p>
</div>
</div>
<div class="section" id="install-sphinx-globally">
<h3><span class="section-number">13.10.2.2. </span>Install Sphinx globally<a class="headerlink" href="#install-sphinx-globally" title="Permalink to this heading"></a></h3>
<p>If Python virtual environments are not desirable on your system, you
can install Sphinx globally on your system (you may need to run with
root privileges):</p>
<div class="highlight-sh notranslate"><div class="highlight"><pre><span></span>shell$<span class="w"> </span><span class="nb">cd</span><span class="w"> </span>TOP_OF_OPEN_MPI_GIT_CLONE
shell$<span class="w"> </span>pip3<span class="w"> </span>install<span class="w"> </span>-r<span class="w"> </span>docs/requirements.txt
<span class="c1"># Or: python3 -m pip install install -r docs/requirements.txt</span>
</pre></div>
</div>
<p>This will install Sphinx and some Python modules required for building
the Open MPI documentation in a system-wide location.</p>
<p>This will likely install the <code class="docutils literal notranslate"><span class="pre">sphinx-build</span></code> executable in a location
that is already in your <code class="docutils literal notranslate"><span class="pre">PATH</span></code>.  If the location is not already in
your <code class="docutils literal notranslate"><span class="pre">PATH</span></code>, then you need to add it to your <code class="docutils literal notranslate"><span class="pre">PATH</span></code>.</p>
<div class="admonition important">
<p class="admonition-title">Important</p>
<p>You will need to ensure that Sphinx is in your <code class="docutils literal notranslate"><span class="pre">PATH</span></code>
<em>before</em> running <code class="docutils literal notranslate"><span class="pre">configure</span></code>.</p>
</div>
</div>
<div class="section" id="install-sphinx-locally">
<h3><span class="section-number">13.10.2.3. </span>Install Sphinx locally<a class="headerlink" href="#install-sphinx-locally" title="Permalink to this heading"></a></h3>
<p>If you cannot or do not want to install Sphinx globally on your
system, the following will install Sphinx somewhere under your
<code class="docutils literal notranslate"><span class="pre">$HOME</span></code>.  It is the same <code class="docutils literal notranslate"><span class="pre">pip</span></code> command as shown above, but with
the addition of the <code class="docutils literal notranslate"><span class="pre">--user</span></code> flag (you should not need <code class="docutils literal notranslate"><span class="pre">root</span></code>
permissions to run this command):</p>
<div class="highlight-sh notranslate"><div class="highlight"><pre><span></span>shell$<span class="w"> </span><span class="nb">cd</span><span class="w"> </span>TOP_OF_OPEN_MPI_GIT_CLONE
shell$<span class="w"> </span>pip3<span class="w"> </span>install<span class="w"> </span>--user<span class="w"> </span>-r<span class="w"> </span>docs/requirements.txt
<span class="c1"># Or: python3 -m pip install install -r docs/requirements.txt</span>
</pre></div>
</div>
<p>This will install Sphinx and some Python modules required for building
the Open MPI documentation in a user-specific location, likely
somewhere under <code class="docutils literal notranslate"><span class="pre">$HOME</span></code></p>
<p>You will likely need to find the location where <code class="docutils literal notranslate"><span class="pre">sphinx-build</span></code> was
installed and add it to your <code class="docutils literal notranslate"><span class="pre">PATH</span></code> (e.g., on macOS, it might appear
under <code class="docutils literal notranslate"><span class="pre">$HOME/Library/Python/PYTHON_VERSION/bin/sphinx-build</span></code>).</p>
<div class="admonition note">
<p class="admonition-title">Note</p>
<p>On MacOS, look for <code class="docutils literal notranslate"><span class="pre">sphinx-build</span></code> under
<code class="docutils literal notranslate"><span class="pre">$HOME/Library/Python/VERSION/bin</span></code> (where <code class="docutils literal notranslate"><span class="pre">VERSION</span></code> is
the version number of Python).  Or it may have installed to
<code class="docutils literal notranslate"><span class="pre">/usr/local/bin/sphinx-build</span></code>.  YMMV.</p>
</div>
<div class="admonition important">
<p class="admonition-title">Important</p>
<p>You will need to ensure that Sphinx is in your <code class="docutils literal notranslate"><span class="pre">PATH</span></code>
<em>before</em> running <code class="docutils literal notranslate"><span class="pre">configure</span></code>.</p>
</div>
</div>
</div>
<div class="section" id="running-sphinx">
<h2><span class="section-number">13.10.3. </span>Running Sphinx<a class="headerlink" href="#running-sphinx" title="Permalink to this heading"></a></h2>
<p>Open MPI’s build environment is setup to invoke Sphinx automatically;
you should not need to invoke Sphinx manually.</p>
<div class="admonition important">
<p class="admonition-title">Important</p>
<p>You will need to ensure that Sphinx is in your <code class="docutils literal notranslate"><span class="pre">PATH</span></code>
<em>before</em> running <code class="docutils literal notranslate"><span class="pre">configure</span></code>.</p>
</div>
<p>As long as <code class="docutils literal notranslate"><span class="pre">configure</span></code> found Sphinx, <code class="docutils literal notranslate"><span class="pre">make</span></code> will invoke Sphinx to
build the documentation.  You can also run <code class="docutils literal notranslate"><span class="pre">make</span></code> directly in the
<code class="docutils literal notranslate"><span class="pre">docs/</span></code> directory to build <em>just</em> the docs and skip building the
rest of the Open MPI software.  This can be a huge time-saver when
iteratively writing, rendering, and viewing/proofing documentation.</p>
<div class="admonition note">
<p class="admonition-title">Note</p>
<p>The fully-built HTML and man page docs are included in
official Open MPI distribution tarballs.  Meaning: if you
download an Open MPI tarball from
<a class="reference external" href="https://www.open-mpi.org/software/ompi">https://www.open-mpi.org/software/ompi</a> (version v5.0.0 or
later), the pre-built HTML and man page files are included
in the tarball.</p>
<p>Sphinx is a requirement for <em>developers</em> who want to build
the Open MPI docs.  End users do <em>not</em> need to have Sphinx
available to build Open MPI or have its docs installed from
an official distribution tarball.</p>
</div>
<div class="section" id="sphinx-execution-time">
<h3><span class="section-number">13.10.3.1. </span>Sphinx execution time<a class="headerlink" href="#sphinx-execution-time" title="Permalink to this heading"></a></h3>
<p>The first time you invoke Sphinx on a clean tree, it takes a little
time to render all the docs.</p>
<p>However, Sphinx is stateful: subsequent runs can be significantly
faster because Sphinx will only re-render HTML files that have
changes.  This is an enormous time saver for Open MPI (e.g., if you
are iterating over writing the docs and running <code class="docutils literal notranslate"><span class="pre">make</span></code> to see how
they rendered in HTML).</p>
<div class="admonition caution">
<p class="admonition-title">Caution</p>
<p>Sphinx is only <em>somewhat</em> smart in its partial
re-rendering.  If you change a title in an RST file, for
example, Sphinx will (by default) only re-render <em>that</em>
page.  The Tables of Contents / left hand navigation on
other pages may not be updated.</p>
<p>You can always force a full re-render via:</p>
<div class="highlight-sh notranslate"><div class="highlight"><pre><span></span>shell$<span class="w"> </span><span class="nb">cd</span><span class="w"> </span>docs
shell$<span class="w"> </span>rm<span class="w"> </span>-rf<span class="w"> </span>_build
shell$<span class="w"> </span>make
</pre></div>
</div>
</div>
</div>
<div class="section" id="checking-sphinx-html-links">
<h3><span class="section-number">13.10.3.2. </span>Checking Sphinx HTML links<a class="headerlink" href="#checking-sphinx-html-links" title="Permalink to this heading"></a></h3>
<p><code class="docutils literal notranslate"><span class="pre">make</span> <span class="pre">linkcheck</span></code> will invoke Sphinx’s functionality to check all the
external links in the documentation:</p>
<div class="highlight-sh notranslate"><div class="highlight"><pre><span></span>shell$<span class="w"> </span><span class="nb">cd</span><span class="w"> </span>docs
shell$<span class="w"> </span>make<span class="w"> </span>linkcheck
</pre></div>
</div>
<div class="admonition important">
<p class="admonition-title">Important</p>
<p>You will need to be on a computer that has good access
to the internet when running this command.</p>
</div>
</div>
<div class="section" id="viewing-docs-locally">
<h3><span class="section-number">13.10.3.3. </span>Viewing docs locally<a class="headerlink" href="#viewing-docs-locally" title="Permalink to this heading"></a></h3>
<p>Once you have built the docs in your local Git clone, you can view
them locally in the build tree:</p>
<ol class="arabic">
<li><p>Open <code class="docutils literal notranslate"><span class="pre">docs/_build/html/index.html</span></code> in a browser to view the HTML
docs.  For example, on MacOS, the following command opens the build
tree docs in the default web browser:</p>
<div class="highlight-sh notranslate"><div class="highlight"><pre><span></span>shell$<span class="w"> </span>open<span class="w"> </span>docs/_build/html/index.html
</pre></div>
</div>
</li>
<li><p>Use the <code class="docutils literal notranslate"><span class="pre">man</span></code> command to view the Nroff files in
<code class="docutils literal notranslate"><span class="pre">docs/_build/man</span></code> (you may need to use an absolute or relative
filename to prevent <code class="docutils literal notranslate"><span class="pre">man</span></code> from using its search paths).  For
example:</p>
<div class="highlight-sh notranslate"><div class="highlight"><pre><span></span>shell$<span class="w"> </span><span class="nb">cd</span><span class="w"> </span>docs/_build/man
shell$<span class="w"> </span>man<span class="w"> </span>./MPI_Send.3
</pre></div>
</div>
</li>
</ol>
<p>Alternatively, you can view these files in their installed locations
after running <code class="docutils literal notranslate"><span class="pre">make</span> <span class="pre">install</span></code>:</p>
<ol class="arabic">
<li><p>The HTML docs are installed (by default) to
<code class="docutils literal notranslate"><span class="pre">$prefix/share/doc/openmpi/html</span></code>.  You can use a web browser to
open the <code class="docutils literal notranslate"><span class="pre">index.html</span></code> in that directory to view the docs locally.
For example, on MacOS, the following command opens the installed
docs in the default web browser:</p>
<div class="highlight-sh notranslate"><div class="highlight"><pre><span></span>shell$<span class="w"> </span>open<span class="w"> </span><span class="nv">$prefix</span>/share/doc/openmpi/html/index.html
</pre></div>
</div>
</li>
<li><p>The man pages are installed (by default) to <code class="docutils literal notranslate"><span class="pre">$preix/share/man</span></code>.
If your man page search path includes this location, you can invoke
commands similar to the following to see the same content that you
see in these HTML pages:</p>
<div class="highlight-sh notranslate"><div class="highlight"><pre><span></span>shell$<span class="w"> </span>man<span class="w"> </span>MPI_Send
</pre></div>
</div>
</li>
</ol>
</div>
</div>
</div>


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