Managing Free Software and Open Source Licensing

Managing Free Software & Open Source LicensingApacheCon 2011 November 12th Vancouver, Canada ApacheCon 2011 November 8th Vancouver, Canada Martin Ertl &&Zak Greant Martin Ertl Zak Greant

Martin Ertl

Martin ErtlLawyer & Entrepreneur

Martin Ertl Lawyer & EntrepreneurCo-founder of Navarik & Contractually

Martin Ertl Lawyer & Entrepreneur Co-founder of Navarik & Contractually15+ years of contract & license management experience

Zak Greant

Zak GreantFLOSS Project Veteran

Zak Greant FLOSS Project VeteranFSF, OSI, MySQL, Mozilla, PHP & WikiMedia

Zak Greant FLOSS Project Veteran FSF, OSI, MySQL, Mozilla, PHP & WikiMedia10+ years of FLOSS license management experience

This is NotLegal Advice

Who Are You?

Who Are You?Role? (Developer, Manager, Other)

Who Are You? Role? (Developer, Manager, Other)Organization? (Corp., Non-profit, Project)

Who Are You? Role? (Developer, Manager, Other)Organization? (Corp., Non-profit, Project) Status? (Just starting, on fire, …)

Copyright Basics

Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium.

Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium. Copy

Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium. Copy Modify (Derivative Work)

Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium. Copy Modify (Derivative Work) Perform

Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium. Copy Modify (Derivative Work) Perform Moral Rights

Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium. Copy Modify (Derivative Work) Perform Moral Rights License

Whose Copyright?

Whose Copyright? Contractor Employee Contributor

Whose Copyright? Contractor Employee Contributor Employee-as-Contributor

Whose Copyright? Contractor Employee Contributor Employee-as-Contributor Employer-as-Contributor

Patents & Trademarks

Patents & Trademarks … are not copyright

Licensing Basics

Licensing Basics Assign vs. License

Litigation Issues

Litigation Issues Who can sue?

FLOSSLicensing Overview

FLOSS Licensing OverviewFLOSS Licenses are just Software Licenses

Permissive Licenses

Permissive Licenses New BSD License

Permissive Licenses New BSD License MIT License

Permissive Licenses New BSD License MIT License Apache License

Copyleft Licenses

Copyleft LicensesGNU General Public License (GPL)

Copyleft LicensesGNU General Public License (GPL) Mozilla Public License (MPL)

Copyleft Licenses GNU General Public License (GPL) Mozilla Public License (MPL)GNU Lesser General Public License (LGPL)

Copyleft Licenses GNU General Public License (GPL) Mozilla Public License (MPL)GNU Lesser General Public License (LGPL) Affero GPL

Copyleft vs. the World

Copyleft vs. the World Proprietary

Copyleft vs. the World Proprietary FLOSS

FLOSSLicensing Strategies

FLOSSLicensing Strategies Individual

FLOSSLicensing Strategies Individual Project

FLOSSLicensing Strategies Individual Project Corporate

Individual

IndividualAdapt vs. Create

Individual Adapt vs. CreateIssues (Control, Shared Effort, Visibility)

Individual Adapt vs. CreateIssues (Control, Shared Effort, Visibility) Employment (Contract Exceptions)

Individual Adapt vs. CreateIssues (Control, Shared Effort, Visibility) Employment (Contract Exceptions) Licenses (Permissive v. Copyleft)

Project

ProjectAdministration

ProjectAdministration Intake

ProjectAdministration Intake Reuse

ProjectAdministration Intake Reuse Defence

Corporate

CorporateAdapt vs. Create

Corporate Adapt vs. CreateIssues (Control, Shared Effort, Visibility)

Corporate Adapt vs. CreateIssues (Control, Shared Effort, Visibility) Employment (Contract Exceptions)

Corporate Adapt vs. CreateIssues (Control, Shared Effort, Visibility) Employment (Contract Exceptions)Licenses (Permissive v. Copyleft v. Dual)

Contributor Licensing Agreements (CLAs)

FLOSS LicensingBest Practices

## BEGIN COPYRIGHT, LICENSING, VERSION AND WARRANTY INFO BLOCK ##SOFTWARE NAME: eZ publishSOFTWARE RELEASE: 3.6.2BUILD VERSION: $Rev$COPYRIGHT NOTICE: Copyright (C) 1999-2006 eZ systems ASSOFTWARE LICENSE: eZ Proprietary Use License v1.0NOTICE: > This source file is part of the eZ publish (tm) CMS and is licensed under the terms and conditions of the eZ Proprietary Use License v1.0 (eZPUL). A copy of the eZPPL was included with the software. If the license is missing, request a copy of the license via email at eZPUL-v1.0@ez.no or via postal mail at Att: Licensing Dept., Postboks 253, N-3701 Skien, Norway IMPORTANT: THE SOFTWARE IS LICENSED, NOT SOLD. ADDITIONALLY, THE SOFTWARE IS LICENSED "AS IS," WITHOUT ANY WARRANTIES WHATSOEVER. READ THE eZPUL BEFORE USING, INSTALLING OR MODIFYING THE SOFTWARE.# NOTE: LICENSING NOTICES MUST BE 20 LINES LONG (KEEPS SANE LINE #s)## END COPYRIGHT, LICENSING, VERSION AND WARRANTY INFO BLOCK ##

Licensing Audit

Managing License Compliance

Discussion

Getting FLOSS Buy-in

Prefer simple, permissive licenses.Make sure you know what you are doing before you ship copylefted work.

Distribution is the highest risk.More distribution == more risk.

Free Software and Open Source licenses do not affect the dataprocessed by the licensed software.

Play by the rules.It’s cheaper & better.

licensing@fsf.orgmartin@contractual.ly zak@greant.com

Managing Free Software and Open Source Licensing

by Zak Greant on Nov 09, 2011

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