Martin Michlmayr
Martin Michlmayr

I'm a member of Debian, and I work for HP as an Open Source Community Expert. The opinions expressed here are mine.

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Lessons learned from Munich's migration to Linux

I attended LinuxTag in Berlin last week and there was a very interesting presentation about the state of Munich's migration to Linux on the desktop. Andreas Heinrich explained that their goal is to migrate 80% of the 15000 desktops to Linux. At the moment, 6200 desktops have been migrated and they intend to have a total of 8500 Linux desktops by the end of the year.

Here are some of the key lessons they shared with the audience:

It seems that the city of Munich has learned a lot from their Linux migration. We can hope that other Linux migrations will make use of the lessons learned by the folks in Munich.

2011-05-19 07:15:09 -0700 — fossbazaarpermanent link

Open Source Contributor Agreements: Some Examples

The first part of this article explained the purpose and scope of Contributor Agreements in open source projects. This article presents an overview of some Contributor Agreements that are used in the community.

Contributor Agreements come in all shape and forms, ranging from full-fledged Contributor License Agreements (CLA) that have to be signed to informal consent to some set of rules. This article will take a look at a number of different agreements in order to show that community norms can vary widely.

Apache's Individual Contributor License Agreement

The Apache Software Foundation (ASF) maintains two formal Contributor License Agreements (CLA), one for individual contributors and one for corporate contributions. The Individual CLA covers the following points:

Fedora Project Contributor Agreement

Fedora is in the process of adopting the Fedora Project Contributor Agreement (FPCA), which covers the following points:

The Fedora Project Contributor Agreement does not require contributors to assign copyright to Fedora or Red Hat.

Linux kernel Developer's Certificate of Origin

The Linux kernel project has adopted the Developer's Certificate of Origin. Developers use it to assert the following points:

The way by which developers accept the Developer's Certificate of Origin for each contribution is to put a Signed-off-by line with their name between the description of their change and the actual change.

Debian's Social Contract

While Debian has no formal Contributor Agreement per se, all contributors who become official members of the project have to accept Debian's Social Contract for their Debian related activities. Among other things, the Social Contract states that "Debian will remain 100% free" (free according to the Debian Free Software Guidelines). Therefore, it can be implied that all contributions to Debian made by members of the project are open source. The license of contributions without explicit license statements is not clear since Debian does not define a default license like Fedora. However, Debian developers are encouraged to specify the copyright and license information for their submissions in the debian/copyright file of their software packages.

2010-08-18 08:10:16 -0700 — fossbazaarpermanent link

Open Source Contributor Agreements: Purpose and Scope

Contributor Agreements, also known as Contributor License Agreements (CLA), are increasingly being adopted by open source projects. This article explains the purpose of these Contributor Agreements.

When a contribution is made to an open source project, there is an implicit assumption (and sometimes explicit consent) that the contribution (code, translation, artwork, etc) may be incorporated into the project and distributed under the license the project is using. However, many conditions of the contribution are not explicitly called out. The purpose of Contributor Agreements is to make the terms under which contributions are made explicit, thereby protecting the project, the users of the software and often also the contributors.

Apache Software Foundation (ASF) describes the aim of their CLA in this way: "The purpose of this agreement is to clearly define the terms under which intellectual property has been contributed to the ASF and thereby allow us to defend the project should there be a legal dispute regarding the software at some future time." Contributor Agreements also ensure that contributions cannot be withdrawn by the contributor, as the FAQ for the Django CLA explains: "The CLA also ensures that once you have provided a contribution, you cannot try to withdraw permission for its use at a later date. People and companies can therefore use Django, confident that they will not be asked to stop using pieces of the code at a later date."

Contributor Agreements therefore provide confidence that there likely won't be any legal issues in the future regarding the individual contributions that make up the project, such as disputes over origin and ownership. A downside of Contributor Agreements is that they pose a small overhead and barrier to contribution. This can particularly be a problem for minor contributors who may feel that getting their fixes accepted is not worth the hassle of filling out a Contributor Agreement.

Which points do Contributor Agreements generally cover? There is a lot of variation among Contributor Agreements but the following areas are often covered:

I'll give an overview of some Contributor Agreements in a future article.

2010-08-06 05:34:23 -0700 — fossbazaarpermanent link

Resources for Open Source Compliance

Open source is everywhere today and there is growing awareness that companies have to meet certain obligations when distributing open source software. Here are some useful resources to learn more about open source compliance.

2010-07-20 05:57:16 -0700 — fossbazaarpermanent link

Open source compliance: know your obligations

One key element of open source compliance is to know your obligations. There is a lot of confusion about what open source means exactly and some people believe that open source means you can do whatever you want. While open source grants users many freedoms, open source code comes under specific license terms which often include obligations that have to be followed by companies distributing open source software.

Because of recent lawsuits by the Software Freedom Law Center on behalf of the busybox project and the activities of the GPL-Violations project, awareness is growing that copyleft licenses such as the GPL come with obligations. For example, the GPL requires source code to be offered to those who receive binaries. The AGPL goes a step further and additionally requires that the source code be made available to users who interact with the software over the network.

But what about so called permissive licenses, such as BSD and MIT? Some people say that those licenses allow you to do anything, including putting the code into proprietary applications. And while you can do that, there are still obligations that have to be met. For example, the BSD class of licenses has this condition:

Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution.

If you want to distribute software that is under a BSD license, that's a condition you have to follow. The MIT license also has a very similar clause. That's the reason why you can often find license information in the "about" window of commercial applications or PDFs on CDs that come with hardware products.

The bottom line is simple: know your obligations!

2010-07-07 06:30:18 -0700 — fossbazaarpermanent link

Project management lessons from the FreeDOS Project

A lot of people seem to think that open source is a magic solution to project management and that open source projects will automatically attract a large and healthy community of contributors and users who will improve the software. This, of course, is not the case. In fact, creating a successful open source project is a really major and difficult effort. You have to deliver an initial promise that people find interesting, attract other people, then facilitate and lead the community, etc. You just have to look at all the failed projects on SourceForge that never delivered any code to see that "open source" is not a guarantee for success.

Even though project management is a key element of every open source project, there are only few resources about this topic. That's why I always enjoy reading about the experience from open source project leaders. Jim Hall, the founder of the FreeDOS project, recently posted a series of four articles which I find particularly interesting.

Here are links to the articles along with a quick summary:

I really like these articles from Jim Hall since they contain a lot of great insights that apply to other projects, so I suggest you check them out!

(Originally published on FOSSBazaar)

2009-11-10 09:12:18 -0800 — fossbazaarpermanent link

Corporate participation in open source communities

Someone recently asked me a few question about corporate participation in open source communities and I thought I'd share my thoughts on this topic here.

Are there differences between an open source project done for a corporation and one done for personal reasons?

There are many different ways to run an open source project, led by a corporation or by someone else. Some projects that are run by corporations have few outside contributors. This is often the case with projects that require copyright assignment (i.e. contributors have to assign their copyright to the corporation). These projects may not gain all the benefits of a true open source community, such as outside contributions or high levels of peer review. However, they may still be very successful projects and may have high levels of quality.

Projects done by a corporation may have better planning and may have more resources than other projects. When a corporation, especially a large one, starts or becomes involves in a project it can also give credibility to the project and attract a lot of interest to the project. This means that projects done by corporations may have a bigger impact and might also be more visible in terms of publicity.

How do corporations successfully utilize an open source community?

Corporations can benefit from an open source community in many ways. For example, they can often find people who will review their code or make code contributions. If people become excited about what the corporation does, they might also spread the word and create viral marketing for the corporation. Establishing a community around one's project is often also a good way to identify people to hire since you already have experience working with them and know their capabilities.

How do open source communities successfully utilize their corporate relationships?

Corporations can make several unique contributions. For example, large corporations can use their name to attract attention to a project and give it credibility. Furthermore, corporations have some capabilities that personal contributors often don't have access. They may have special testing equipment (such as servers with thousands of CPUs or hard drives) or access to a testing lab where a professional usability test can be done. Finally, corporations can sponsor developer conferences, which are typically very effective means for the community to come together and work on activities together.

It is important for projects to remember that corporations are not charities and that they will invest in an open source project for a reason. Therefore, they have to ensure that the corporation will get tangible outcomes from their involvement or sponsorship, otherwise they may not stay involved in the long run.

What are the risks for a corporation when working with an open source community?

One risk is that the code (or other form of contribution) is not accepted. However, this is a risk any contributor to a project faces. Before making any sort of contribution, it is therefore important to become familiar with the project and its culture. Every project has their own "do's" and "don'ts" that have to be followed.

Another risk is that a corporation will invest in a community project that later on is abandoned by the community. However, in this case, the corporation could take the lead and continue to maintain the project.

What are the risks for an open source community when working with a corporation?

One potential risk is that the corporation will assert too much control over the project. It's important for projects to ensure that the community as a whole has influence over the direction of a project rather than one particular player.

Are certain certifications needed in order for someone to participate in open source projects for a corporation?

Certifications are not needed to get involved in or start a project. However, it is important to become familiar with the open source community and the project one wants to contribute to. A good first step is to read the book Producing Open Source Software by Karl Fogel which is available online. As a next step, the community in which someone wants to get involved in should be studied, for example by reading the mailing list archives. This will help to become familiar with the culture of a project as well as the mechanisms to contribute to the project.

How do open source communities communicate and collaborate with corporations?

In the best case, employees from corporations would interact in the project like any other contributor. That is, they should use the existing communication channels, such as mailing lists, IRC or developer gatherings. Many companies are good at working "with the community" but the ideal scenario is for a company to be part of the community and to work "in the community", just like other contributors. This is the most effective way for them to make changes to the code and project.

Of course, not every corporation will get involved in a project directly. That's why it makes sense for projects to collaborate with corporations in other ways. For example, projects can talk directly to companies to get samples of their hardware in order to add support for them in their software. Projects can also work directly with corporations to find out how their project can better meet the needs of enterprise users.

2009-06-05 02:10:58 -0700 — fossbazaarpermanent link

OSI signs an MOU with the Korea Software Copyright Committee

I visited Seoul last week to represent the Open Source Initiative (OSI) at an open source conference and to sign a Memorandum of Understanding (MOU) with the Korea Software Copyright Committee (SOCOP). SOCOP organized a conference with the title "Free Open Source Software License Insight Conference", and the international speakers included Brett Smith of the FSF, Brendan Scott of Open Source Law, Michael Coté of RedMonk and myself. From the questions we received, it seems that there is a lot of interest in legal questions related to open source. There were a number of folks from hardware companies that asked specific questions what they could do and couldn't do (e.g. related to including sources for GPL code and properly giving credit for BSD code).

I think the conference was a great success. The talks were of high value and we got good questions. The audience was quite mixed, ranging from managers to developers. Even though they had simultaneous translation of the talks, the majority of the people listened in English... this gives me hope that some of these folks will end up becoming involved in the international open source community.

Mr Koo and Dr Michlmayr signing MOU

SOCOP is working on a number of activities related to open source, including:

The day after the conference, I went to the SOCOP office to sign the MOU between SOCOP and OSI with Mr Yung Bo Koo, the chairman of SOCOP. The MOU says that we'll share knowledge and expertise, help with promotional activities and support each other's activities in other ways. I was delighted to sign the MOU between SOCOP and OSI, and I look forward to a fruitful cooperation between our organizations in the future. It's great to see so much interest and so many activities around open source in the Republic of Korea.

2009-04-22 06:12:51 -0700 — fossbazaarpermanent link

Case stories of good and bad community interaction

It is often argued that companies have to work with the FOSS community and there are good reasons for doing so. I've tried to collect a number of case stories of good and bad community interaction that may help as a starting point for further exploration of this topic:

Can you think of other examples?

(Originally published on FOSSBazaar where comments are possible)

2008-11-20 10:27:39 -0800 — fossbazaarpermanent link

European Commission publishes guidelines on the procurement of FOSS

The Open Source Repository and Observatory (OSOR), a new site sponsored by the European Commission to foster the exchange of FOSS related information and software among European public administrations, recently published guidelines">guidelines on the procurement of open source software. Public administrations in Europe have to follow public tender procedures and the new guidelines give practical and legal advice on how open source software and related services can be incorporated into the procurement process.

Rishab Ghosh, who presented the guidelines at the Open Source World Conference in Malaga, argued that the procurement guidelines were needed because of two reasons. First, they studied recent tenders and found that many explicitly mentioned proprietary applications. 16% of 3615 software tenders explicitly asked for products from top 10 software vendors, such as Microsoft, SAP and Oracle. This practice may be illegal because public tenders generally have to describe functional requirements in a general way instead of specifying specific products. Second, many public administrations don't have any experience with the procurement of FOSS. In fact, they often don't know whether or under which circumstances they are allowed to adopt and ask for FOSS solutions. The guidelines are specifically designed in order to clearly and simply explain how public administrations can acquire open source and they don't assume that a country has adopted a specific policy regarding open source.

The guidelines include a long section about open standards, open source and how they relate. Both open standards and open source align very well with the needs of public administrations who have an "obligation to support interoperability, transparency and flexibility, as well as economical use of public funds". The guidelines argue that the exit cost, i.e. the cost incurred in moving to another IT system, is also an important consideration but one that is often neglected. The adoption of a proprietary solution without open standards may limit the future choice, thereby increasing the long-time costs and giving the proprietary vendor an unfair advantage in future tenders.

The procurement guidelines describe two ways of acquiring FOSS: it is possible to go the usual route of publishing a tender for the supply of software (possibly with related services). However, in the case of FOSS, it is also possible to download the software directly from the Internet. This is possible because the software is not only free of charge but comes with no contractual obligations. If there were any obligations involved with the download (such as fees, the agreement to an EULA or the requirement to purchase services in the future), software download is not an allowed method. What I like about the guidelines is that they explicitly say that downloading software has to be part of the formal procurement process. You have to think about your requirements, look at various alternatives, and so on, and not just blindly download something from the Internet.

When it comes to the procurement of FOSS, the guidelines don't suggest that tenders should explicitly ask for FOSS. Instead, they should describe the functional requirements of the software as well as certain properties. For example, a tender could specify that the public administration as well as third parties must have the right to study, distribute and modify the software. In a sense, the guidelines suggest that tenders should include the principles of the Free Software Definition along with justifications for these requirements.

Personally, I think there is a great need for these procurement guidelines. There are many public administrations that don't know how to acquire FOSS and these guidelines offer clear advice. Furthermore, I find the guidelines very balanced. They don't recommend that you should always ask for FOSS but incorporate FOSS principles into tenders where it makes sense. It remains to be seen whether the procurement guidelines will have an impact on the FOSS adoption in Europe, but I surely hope so.

(Originally published on FOSSBazaar)

2008-11-06 05:04:25 -0800 — fossbazaarpermanent link

You can find older blog articles in my blog archive.