These are my notes for the booklet Documentation Writing for System Administrtors
.
It's from 2003, so some of the tools and procedures are old. However, somethings
never change and it's still useful.
Image credit: Electronic Arts - Star Wars Jedi: Fallen Order.
Introduction
Follow five simple rules when setting out to write your documentation:
- Know your audience.
- Know who will be reading your documentation.
- Know what they need to get out of it.
- Know your content. 3. Know what type of information you're going to present and what level of detail is appropriate for your audience.
- Know your requirements. 4. Define requirements before you start.
- Make it a habit. 5. All documentation should be viewed as “living” documentation. 6. Keep maintaining it and modify it if changes happen.
- Advertise. 7. Tell people about it.
1. Documentation Content
There are two basic types of documentation:
- Procedural
- Offers a set of instructions, telling the reader how to achieve some goal.
- Informational
- Records the state of an object or collectivity.
- E.g., System configuration, network diagrams. Good quote: “Approach each day with the assumption that anything not written down will be forgotten.”
Procedural Documentation
Producing documentation as you work has several other benefits:
- Creating a record of your work that will come in handy down the road
- Producing a tangible product of your labor. This is useful for job reviews.
- Giving yourself small breaks in your work to review it. Catching small mistakes before they become big problems. Procedural documentation addresses multiple goals:
- Standardize departmental behavior.
- Provide a means to automate and optimize tasks.
- Procedural documentation is usually a means to automation.
- Facilitate troubleshooting.
- Easier to fix problems with documentation.
- Assist others who must accomplish the same or similar tasks in the future.
Informational Documentation
- Configuration data, software inventories, etc.
- Looks static but it's not. Changes all the time.
- If it changes a lot, consider using another way of documenting it.
- E.g., automation.
2. Writing Good Documentation
Know Your Audience
- What are you documenting and for whom?
- Define your audience in writing when beginning a new document until you are finished.
- Might even keep it in an appendix.
The Keys to Good Documentation
The Components of Good Documentation
Good documentation is:
- Useful
- Serves a purpose and addresses a need.
- Accessible
- Communicates clearly.
- Its purpose and audience are obvious to the reader.
- Accurate
- Factually correct and complete.
- Kept current as the subject matter changes.
- Available
- There when you need it.
Reviewing
- Review the documentation regularly to ensure that it continues to meet these criteria.
- First review immediately after writing and before publication.
- Reviews whenever changes are made that directly impact the document's content.
- Allow users to submit feedback.
3. Documentation Format
Biggest problem with documentation is that it seems like extra work.
Routinize writing documentation:
- Do it as you research a new procedure.
- Do it when you change anything.
- Do it when you successfully solve an issue. Three formats:
Paper
- Did not take any notes for the paper section because I do not use paper most of the time.
Web-based
Web-Based Documentation
- Searchable
- Easy maintenance
- Can even be automated (usually for informational documentation).
- Easier presentation. Can highlight, add comments, code blocks.
- Easy hierarchies, links, etc.
- Bookmarks.
Flat-File Documentation
- Everything in one file and freeform.
- Useful for quick notes and simple tasks.
- Source code comments are an example of this type of documentation.
4. Documentation Tools
Skipped over most of this section because the document is old and does not have a lot of newer tools that are in use today.
Testing the Documentation
Provide it to the following people in order:
- Yourself
- One or more members of the target audience.
- At least one person outside the target audience.
5. Documentation Strategy
What if there's no documentation and no policy?
- Identify what's necessary.
- For a week or two write down anything you need to do.
- Identify what's available. 2. Gather everything that is available and categorize it. 3. Can you reuse anything here for tasks in the last step? 1. Re-examine it and revise it if needed. 4. Is there something here that you do not need? 2. Might be there for a reason. 5. Now you have three categories: 3. Documents that are necessary and adequate. 4. Documents that are necessary but need work. 5. Unnecessary documents.
- Identify what's important. 6. Prioritize documentation. 6. Some are more important. 7. Some are easy work.
- Establish policy and procedure. 7. Setup as a framework for documentation efforts moving forward.
Documentation Maintenance and Designated Responsible Individual (DRI)
DRI is the person that ensures documentation is:
- Complete
- Accurate
- Necessary
DRI also needs to review the documentation at intervals.