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OpenBao Operator Documentation Style Guide

Reference table

Page types

Page types.
Page typeUse it forExpected shape
taskInstallation, configuration, and procedural work.When to use it, prerequisites, steps, verification, then next actions.
conceptBehavior, invariants, tradeoffs, and internal reasoning.Scope, responsibilities, implications, and related tasks.
runbookIncident diagnosis and recovery.Trigger, diagnosis, recovery steps, verification, and escalation.
referenceExact support data, policies, matrices, and schemas.Short scope statement plus dense, precise content with minimal ornament.

Voice

  • Write for someone doing real work on a cluster or in the repository.
  • Prefer direct operational language over design commentary.
  • Use the imperative for instructions: Run, Apply, Verify, Check.
  • Keep explanations short enough to scan under time pressure.
  • Be lightly opinionated when the project has a recommended path.

Terms

Use product and platform terms consistently:

  • OpenBao Operator
  • OpenBao
  • Kubernetes or K8s
  • OpenBaoCluster, OpenBaoRestore, OpenBaoTenant
  • Hardened and Development as profile names
  • single-tenant and multi-tenant

What to avoid

  • Explaining the docs system inside the docs.
  • Design commentary such as "the first job of the docs is routing".
  • Abstract language when concrete verbs such as install, upgrade, restore, or troubleshoot are clearer.
  • Slogan-heavy copy on normal pages.
  • not X, but Y framing when it does not clarify a real technical distinction.

Metadata and shared components

Use the Docusaurus frontmatter fields that support the docs system:

---
description: One sentence summary of the page intent.
pageType: landing | task | concept | runbook | reference
journey: get-started | operate | security | architecture | reference | contribute
journeyStep: 1
---

Prefer the shared components in website/src/components:

  • PageHero
  • RouteList
  • JourneyRail
  • DecisionTable
  • CommandBlock
  • DiagramFrame
  • NextActions
  • Callout
  • Tabs

Route labels should be task-led whenever possible.

Prefer:

  • Install the operator
  • Plan upgrades
  • Recover from no leader
  • Open compatibility

Avoid:

  • Learn more
  • Explore
  • Continue journey
  • Read this section

Section ownership:

  • Get Started takes a user from first choice to a day 2 baseline.
  • Operate owns routine operations, troubleshooting, recovery, and restore.
  • Security explains trust boundaries and production controls.
  • Architecture explains why the system behaves the way it does.
  • Reference stores exact facts, policies, and schemas.
  • Contribute is for maintainers and contributors, not operators.

Validation

Verify

Docs preview and validation

bash

make docs-serve
make docs-preview
make docs-build

npm --prefix website run typecheck
npm --prefix website run build
npm --prefix website run test:e2e

Use make docs-serve for the fast authoring loop. Use make docs-preview when you need production-style behavior such as local search. Run the full site checks before merging structural or high-traffic documentation changes.

Related contributor pages

Next release documentation

You are reading the unreleased main docs. Use the version menu for the newest published release, or check the release notes for what is already out.

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