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DocPu, Document publishing plugin

This plugin enables PDF export and generation for Redmine wiki pages using the LaTeX typesetting system. But it is even more than an simple PDF exporter since it uses the LaTeX text and figure layout engine.

Originally this redmine plugin was created by Christian Raschko (sponsored by ATV-Elektronik). It was intended to be used for 1.1.x verisions of redmine and below. Since this plugin creates eye catching documents and of cause can be extended a little more I decided to adopt the code and make it valid for use in redmine 3.2.x versions.

Mainly all features as described below should work. You may find formatting in Redmine's wiki-syntax which isn't covered yet. If so-feel free to contact me.

Features

  • Merge multiple wiki pages to one single PDF document
  • Automatically generate title page and table of content
  • Automatically generate an index from all strong or italic words
  • Wiki page references are translated to PDF links
  • Code highlighting is supported for Redmine code block (uses minted + pygments)
  • Solid table boarders can be drawn
  • Hard linebreaks are possible in tables (like it is supported in redmines wiki-syntax)
  • Add chapter for every wiki page
  • Remove Redmine macros, eg. {{toc}}
  • Convert wiki footnotes to LaTeX footnotes
  • Use floating or fixed images
  • support of three languages (plugin gui) => english, german, bulgarian
  • ...

Dependencies

DocPu uses and extends the RedCloth4 LaTeX export module, which is a converter for the Textile markup language. The system which hosts redmine should also have an working installation of LaTeX. Since the code highlighting is done by pygments, this python package should be installed too. This version of the plugin is made to work with redmine 3.2.x. This indicate a dependency to rails 4.2.5 as you can see here. For older redmines you can refer to this version of the plugin.

List of Dependencies in a quick view:

  • redmine 3.2.0 (tested with ruby 2.1.5, rails 4.2.5, RedCloth 4.3.2)
  • Tex (pdfTeX 3.14159265-2.6-1.40.17 (TeX Live 2016)) => medium installer + additional packages below
  • Packages which are important due to creation process of the PDF inside the plugin:
    • newfloat
    • minted
    • caption
    • ulem
    • graphicx
    • float
    • multirow
    • makeidx
    • hyperref
    • tabularx
    • footnote
    • scrhack
    • ifplatform
    • xstring
    • textpos
    • fvextra
    • upquote
    • framed
    • xpatch

Installing RedCloth4

Currently Redmine ships with RedCloth3, so you have to additionally install RedCloth4. The simplest solution is by typing gem install RedCloth or by bundler, but this only works if you have a compiler set-up, since some parts are written in C code. For windows users a pre compiled gem package can be downloaded from the repository.

LaTeX

Installing LaTeX

On Windows machines you can download and install the MikTex LaTeX distribution. Four all other platforms see http://www.latex-project.org/ftp.html.

DocPu Requires the LaTeX packages mentioned above. Be sure you have them installed as well!

Testing LaTeX

It's a good idea to test the LaTeX installation before using it with DocPu. Create an empty folder and copy the article_en_tcfi.tex file from the plugin template directory(redmine_doc_pu/templates) to it. Now create an empty file named document.tex, afterwards you can compile the document with pdflatex article_en_tcfi.tex (or path_to_latex/pdflatex). The file should compile successful with the message:

Output written on article_en_tcfi.pdf (1 page, 28874 bytes).

Installing DocPu plugin

Please refer this Guide to learn how to install an redmine Plugin. Note that you should follow the steps for the 2.x version.

Configure DocPu plugin

Goto Redmine administration and select Plugins. You should see the DocPu plugin installed. Now select Configure and fill in the correct LaTeX and makeindex binary paths.

no image there

First you should try to test around a little to check if the set paths are ok and useable for the plugin. You doing so by entering the correct path in the field and clicking the "test" link. A routine will be called by that which try to use the given parameter. Please make sure you do that for all three paths. If everything is ok you should recive the following answers:

for pdflatex binary: no image there

for makeindex binary: no image there

for templates folder: no image there

Your output may look a little different depending on the versions and packages you use.

Most problems are access related. So make sure the redmine running user has the correct rights to read the files/folders.

Please note also that it is possible to set the binarys to the PATH environment variable. If you won't do this. Point the path to the exact place where the binaries are stored.

Now it's time to set Roles and permissions for the DocPu plugin in Redmine. Therefore, goto administration and select Roles and permissions. You will see a new category called Document publishing, within that category there are 3 different security settings:

  • View documents: Shows all documents assigned to a project, if disabled the project menu Publish is not displayed.
  • Build documents: Build a document, enables the permission to execute the LaTeX binary.
  • Edit documents: Edit document, this also involves creating, editing and deleting documents.

no image there

The last step is to enable the Document publishing module in the project settings.

Using the Plugin

Now the plugin is ready to go for publishing documents. This plugin is intended to be used in project scope. So you can have generated documents per project => wiki. If you enbled the module in a project you get a new publish tab. Here you have a list of all your created documents and you can start the creating process itself.

no image there

Once you created a new document (fill in all data and check all items you want to be used for this document)

no image there

you get a new view. In this you can add wiki pages (only from this project) to the document (please note that the order in the list of wiki pages is the order in the document).

no image there

After adding some content to the document you can try to build it by click in the upper right. In the following gui you have a kind of an log window. If you start the build the error are pushed in this window. Normally there should be some "Warnings" or "Bad Box(es)". This isn't tragic. If you want to have an index at the end of your document and enabled it in the document settings-it could be needfully to hit the build process several times (1-3). You should see a decreasing amount of "Warnings".

no image there

After building the doc you can check if it fits your expactations by click on "View document" in the upper left. There you can go back to the documents settings or view the generated LaTeX code also. View the LaTeX code is very helpful if there are some errors. This way you can copy the code and build it by hand on your computer to test whats going on (only recommendable for experienced users).

Now you have tried the general steps to build documents. See the section below to check out what kind of wiki textile formatting is allowed to get an eye catching document generated automatically by this plugin from redmine wikis.

DocPu wiki syntax

DocPu mainly uses the Redmine/Textile wiki syntax with some minor extensions.

Font styles and enumeration

You can use all supported font styles from the Redmine wiki such as bold, italic, underlined (not available in GIThub :) ) or --deleted-- text. Links such as link are also supported.

  • An enumeration
  • Another enumeration
    • A sub enumeration
    • Another sub enumeration

And all enumerations are supported.

  1. Enumeration 1
  2. Enumeration 2
  3. Enumeration 3
  4. Sub-Enumeration 1

Images

The image position can be fixed or floated. Fixed images occur at the text position where they are defined. Floating images will be laid out by LaTeX to best fit the page layout guidelines. Also a image caption is supported by using the alternative text field.

  • Fixed images: !image.jpg!
  • Floating images: !>image.jpg!
  • Fixed images with caption: !image.jpg!(Caption goes here)

Normally you have the standard LaTeX image types available for use.

Note that all images are scaled to fit in the text width space with keeping the spect ratio if they are to large for the page.

Tables

DocPu supports the Redmine/Textile table syntax with table span and heading.

Template handling

The templates in the plugins template directory are simply LeTeX-Templates. Please refer to this guide to learn more about LaTeX and how to use it.

It is really important, that you have a look at the templates which are included in this plugin. There you can have a look how a template must be written to match the criteria set by this plugin. We designed around this pattern several special looking templates, which are working well. You should be able to do so as well. But keep in mind to NOT DELETE/EDIT ANY CONTENT/PACKAGES which is given in this templates. You can copy one of them (keeping all stuff which is in it) and use the copy to add your own styling. Again: If you delete/edit any thing of the given parameters it will probably not work. But you have enough options to build a nice looking template on top of the existing pattern.

Known Problems

  • Footnotes in tables are placed directly under the table and not to the end of the page (this is due to LaTeX-dependet problems => you may google for it).
  • Sometimes the index will not be created well (it helps to build the document 2-3 times again => the number of warnings should decrease)
  • to get rid of the warnings and sometimes the errors it can be helpful to rebuild the document 2-3 times before having a look on the templates (also use the clean function in the build view to delete all generated files if you are facing any problems)