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mkdocs-material/docs/setup/setting-up-versioning.md
Martin Donath 1a5dde85da
Merge pull request #5898 from ilyagr/patch-1
setting-up-versioning.md: explain "stay on the same page" feature
2023-09-18 20:11:34 +02:00

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Setting up versioning

Material for MkDocs makes it easy to deploy multiple versions of your project documentation by integrating with external utilities that add those capabilities to MkDocs, i.e. mike. When deploying a new version, older versions of your documentation remain untouched.

Configuration

Versioning

mike makes it easy to deploy multiple versions of your project documentation. It integrates natively with Material for MkDocs and can be enabled via mkdocs.yml:

extra:
  version:
    provider: mike

This renders a version selector in the header:

Version selector preview

Check out the versioning example to see it in action squidfunk.github.io/mkdocs-material-example-versioning

!!! quote "Why use mike?"

mike is built around the idea that once you've generated your docs for a
particular version, you should never need to touch that version again. This
means you never have to worry about breaking changes in MkDocs, since your
old docs (built with an old version of MkDocs) are already generated and
sitting in your `gh-pages` branch.

While mike is flexible, it's optimized around putting your docs in a
`<major>.<minor>` directory, with optional aliases (e.g. `latest` or `dev`)
to particularly notable versions. This makes it easy to make permalinks to
whatever version of the documentation you want to direct people to.

Stay on the same page when switching versions

When the user chooses a version in the version selector, they usually want to go to the page corresponding to the page they were previously viewing. Material for MkDocs implements this behavior by default, but there are a few caveats:

  • the site_url must be set correctly in mkdocs.yml. See the "Publishing a new version" section for an example.
  • you must be viewing the site at that URL (and not locally, for example).
  • the redirect happens via JavaScript and there is no way to know which page you will be redirected to ahead of time.

Version warning

If you're using versioning, you might want to display a warning when the user visits any other version than the latest version. Using theme extension, you can override the outdated block:

{% extends "base.html" %}

{% block outdated %}
  You're not viewing the latest version.
  <a href="{{ '../' ~ base_url }}"> <!-- (1)! -->
    <strong>Click here to go to latest.</strong>
  </a>
{% endblock %}
  1. Given this value for the href attribute, the link will always redirect to the root of your site, which will then redirect to the latest version. This ensures that older versions of your site do not depend on a specific alias, e.g. latest, to allow for changing the alias later on without breaking earlier versions.

This will render a version warning above the header:

Version warning preview

The default version is identified by the latest alias. If you wish to set another alias as the latest version, e.g. stable, add the following lines to mkdocs.yml:

extra:
  version:
    default: stable # (1)!
  1. You can also define multiple aliases as the default version, e.g. stable and development.

    extra:
      version:
        default:
          - stable
          - development
    

    Now every version that has the stable and development aliases will not display the version warning.

Make sure one alias matches the default version, as this is where users are redirected to.

Usage

While this section outlines the basic workflow for publishing new versions, it's best to check out mike's documentation to make yourself familiar with its mechanics.

Publishing a new version

If you want to publish a new version of your project documentation, choose a version identifier and update the alias set as the default version with:

mike deploy --push --update-aliases 0.1 latest

Note that every version will be deployed as a subdirectory of your site_url, which you should set explicitly. For example, if your mkdocs.yml contains:

site_url: 'https://docs.example.com/'  # Trailing slash is recommended

the documentation will be published to URLs such as:

  • docs.example.com/0.1/
  • docs.example.com/0.2/
  • ...

Setting a default version

When starting with mike, a good idea is to set an alias as a default version, e.g. latest, and when publishing a new version, always update the alias to point to the latest version:

mike set-default --push latest

When publishing a new version, mike will create a redirect in the root of your project documentation to the version associated with the alias:

docs.example.com :octicons-arrow-right-24: docs.example.com/0.1