Open Source & Licenses
What is Open Source Governance ?
Which Open Source Governance at HP ?
Software engineering and Unices since 1988
Mostly Configuration Management Systems (CMS), Build systems, quality tools, on
multiple commercial Unix systems
Discover Open Source & Linux (OSL) & first contributions in 1993
Full time on OSL since 1995, first as HP reseller then @HP
– Master Technology Architect on OSL for the HP/Intel Solution Center, Grenoble
OSL HP Advocate
EMEA OSL HP Profession Lead
Solutions Linux Conference and OWF board member. Conferences at WW level in
MondoRescue, Dploy.org, Project-Builder.org Project Lead
LinuxCOE, mrepo, tellico, rinse, fossology, collectl contributor
FOSSBazaar and OSL Governance enthusiast
Mandriva, Mageia, Fedora packager
“Open Source” is three things
Almost 60 licenses today
Some require that code
changes be returned to the
community at large
These are called copyleft or
They are not viral
This requirement is what
makes the methodology work
Other licenses are similar to
the public domain and have
Copyrights are still a core
foundational element of all
open source licenses
Any collection of developers
with a common interest
Historically made up of free
Increasingly funded by large
companies sharing development
Governments and academia also
contributing at an increasing
Various projects each with
their own subculture
Governance models vary
widely, some autocratic,
others consensus based
Very few roadmaps, but some
projects are starting to
Influence and control is
achieved by being integrated
Individuals are largely in
control, not companies
•You can use all three as a competitive advantage
•The business model shifts to subscriptions and support
•The more you get involved, the more you can influence/control
Free & Open Source Software (FOSS) Licenses
no impact on
Reference URL: http://www.gnu.org/licenses/licenses.en.html
Free & Open Source Licenses Key Points
Redistribution is permitted without a need to
pay fees for distributed copies.
Source code is available and may be modified.
Modified versions may be distributed with
permission for others to do all the above.
FOSS goals are:
Modification to adapt
Learn by looking inside
A FOSS is like a car whose hood is open
What is IT Governance?
Specifying the decision rights and accountability framework to encourage
desirable behavior in the use of IT. (Weill & Ross, “IT Governance”)
IT Governance is the organizational capacity exercised by the board, executive
management and IT management to control the formulation and
implementation of IT strategy and in this way ensure the fusion of business and
IT. (Van Grembergen, 2002)
IT Governance is the effective management of all IT assets, functions &
processes in support of the enterprise’s business objectives.
Scope of IT Governance
IT operating principles
− Changes brought by extensive FOSS usage on
operational principles (buy, build, reuse, ...)
IT project portfolio
• Enterprise Architecture
IT application portfolio
− Impact of mixing stacks using FOSS, evaluation of
the technical fit first.
IT infrastructure / operations
− FOSS program office addition impact, FOSS review in the
− Employee participation, performance plan impact,
employment contract impact
Software Development Life Cycle
− Interaction with FOSS communities, its viability
• IT sourcing
− Impact of FOSS on In/Out sourcing
− FOSS deployment and management impacts
CRM / SRM
Open Source will effect many areas within an organization’s IT governance
structure depending upon the organization’s business model
Open Source Governance: Why now?
Compelling FOSS value proposition leading to increased
FOSS usage & contributions often unclear, under the
radar. 80% of IT environments WW (Gartner) include or
will include open source SW, but less than 10% are
conscious of the risks incurred.
Increasing worldwide requirements for compliance –
Distribution & acquisitions issues.
Current IT policies and processes not always designed
for open source:
Usage must be reviewed in context.
Legal exposure from ~60 OSI “approved” licenses (HP
License violations can have different consequences
than traditional software.
Best practices and streamlined processes required to reap benefits and mitigate risks =>
Eliminate (perceived) risk of using Open Source.
Why FOSS is any different than Commercial Software?
To use commercial software in your development process,
you must go through….
Accepting and Managing Open Source
The question is not if an enterprise should use FOSS, but rather when, how, where, and with
FOSS is unavoidable, it's even already there.
Questions that need to be answered:
Where does it come from?
How and where is it used?
How is it supported?
How is FOSS chosen and acquired?
What version should I be running?
Is it LSB compliant?
What are the license obligations?
How is it deployed, managed, updated and secured?
How is it tracked (how is the project tracked)?
What is Open Source Governance?
Image source: http://www.niehs.nih.gov/kids/illusion/illusions7.htm
Open source governance is a framework of policies, processes and
tools that helps an organization effectively manage all of its
interactions with open source software resulting in optimal use and
Depends on who you ask ...
What OSS is contained in this product I just purchased from my ISV
• What are the license obligations for using this OSS in our company's
• Which of these open source LDAP servers will best suit my IT
infrastructure? (IT Department)
• Is this open source xml parser really going to save me 20% of my
engineer's time? (Engineering manager)
• So, you work on our flagship management software product, but you also
want to contribute to nagios? (IP Department)
• Will statically linking this OSS library to my application cause me any
problems? (S/W developer)
HP’s interaction with FOSS
Incorporated in our Software Products
Red Hat, Suse, Debian, Ubuntu etc…
Embedded in our hardware products
OpenView, Insight Manager, SSSTK, PSP, WebOS, CloudOS… many software products
including kernel modules
Ship Open Source Distributions
OpenLDAP, Jabber (XMPP), bind (DNS), postfix (SMTP), sympa, mediawiki, etc…
Printers, televisions, storage devices, etc…
Active participants in the communities
Contributors in dozens of projects (including Linux, OpenLDAP, Samba, bind, sympa, ...)
Maintainers in several projects (including Debian, OpenStack, LinuxCOE, MondoRescue,
Open Source Governance Maturity Model
Open source librarian and quality assurance
“Golden” repository of software and metadata
Automated tools and workflow
Policy and processes
Training and awareness
HP Open Source Governance IP
Best Practices (HP internally-developed):
• Defined and communicated corporate-wide
policies, with upper management support
Open Source Program Office
Central place where all open source activities are
understood for consistent communication inside/outside
the company. Reponsible of http://opensource.hp.com
and HP's promotion.
Open Source Review Board
Core Governance process evolving throughout years,
controlled by a virtual team of Open Source experts.
Control FOSS used, delivered, shipped, new FOSS
products, employee contributions, ...
Internal mailing list
Open Source Policy Manual
Training material / Webinars
Knowledge base / Web portal
Legal and IP FOSS expertise
HP Open Source Program Office
for Add’l info
Feedback: Go/No Go, Add’l Info
PTS: Proposal Tracking System
- Internal tool (2nd generation) to help manage Open Source usage in HP
- HP contributions requests
- Personal contributions requests
- Software components reuse
- Interface with library DB to ease declaration
- Workflow to support previous OSRB review
- Online help
- Champions community per BU
- Fast track possibility for obvious case
- Support up to the most complex cases (GPLv3 proposals, license
modification, mixed contributions)
- History of modifications to proposals
HP FOSS Governance Initiative
Major HP's intellectual property contribution:
• An international open source community program
launched focussed on FOSS governance including
− FOSSBazaar: a Web based community to develop, share and
provide information and industry best practices to take advantage
of FOSS benefits, Founded by HP along with partners: Coverity,
Google, Linux Foundation, Novell, Olliance Group, OpenLogic and
− FOSSology: a Web based community to develop an architectural SIs/VARs
framework and tools to analyze FOSS, founded by HP.
− SPDX: a Linux Foundation standard for license identification in
− An ecosystem
• Centered on FOSSBazaar
• Partners/Corp and academia developers, best practices and
• HP C&I and Partners Services
• The FOSS and the Business Communities
7 mars 2008
Developing and supporting the
utilization of open standards
License Discovery and Analysis (1)
License claims cannot be trusted
Example open source project - OpenOffice
− Claimed license is LGPL (http://www.openoffice.org/license.html)
• Is this for the entire package?
• Has this been verified?
• Does it include other components that are under a different license?
− Discovered license(s)
From openoffice.org2_1.9.129-0.1ubuntu4.dsc (breezy)
License Discovery and Analysis (2)
Licenses change, all the time
Example open source project - elfutils
− Core component of RedHat Linux distributions
− elfutils-0.89-1 in RHEL-3 was licensed under the OSL (v1.0)
− elfutils-0.91-3 in RHEL-3.1 was licensed under GPL (v2.0)
HP did not ship RHEL-3 to customers due to elfutils' license
With HP's help, license was changed to GPL for next revision of
Typical Linux distributions contain 1000's of packages
Tools are NOT a replacement
for Open Source governance processes
but will improve the processes by providing:
• Enablement (manual process not viable)
• Efficiencies (improved TCO)
• Agility (improved time-to-market)
• Reliability (license detection)
• Scalability (single package as well as complete
• Traceability (record proposals and history)
Open Source Governance Workshop
Workshop designed to guide through the top issues around management of Open Source in the enterprise.
Targeted at a cross-organizational audience, including auditing, legal, procurement, operational risk management,
technology strategy, and line-of-business departments
Open Source Baseline
− Business Drivers
− Various open source touch points in your company
− Awareness, responsibilities , risks, processes
Legal Aspects of Open Source Governance
− Assessment of Free and Open source software
− Detailed discussion of Open Source Licenses
− Bridging the legal and technical communities
− Other considerations: WEB-based services,
mergers and acquisitions, other
Open Source Policy Best Practices
Automating Open Source Compliance
− Open Source discovery
− License detection and analysis
Use of open source – when appropriate, when not
appropriate for your business
Review of licenses, product distribution
Considerations for employee contribution to open
Company relationship with community
Open Source Governance Processes
Best practices for open source tracking, review and
Open Source Compliance Lifecycle, workflow
Building Internal Open Source Communities
Company FOSS Policies and Guidelines Considerations
Recommend joint development by all involved company departments:
Legal (requires FOSS legal expertise, local or outsourced), IP (patents portfolio
management), IT (in charge of tooling), Development (developers trained),
Business management (Risk management)
Grouped in an Open Source Review Board to define the FOSS Governance:
• Company use of Open Source: Define Policies & Processes
•Infrastructure, required tools to perform mandatory analyzes
•Development Projects responsabilities
•FOSS Usage models
•Technical contributions, FOSS usage, shipments/distribution, ...
Employee Open Source Contributions
Relationships with Open Source Community
Awareness, Docs, Communication and Compliance
Licensing, Copyrights and Patent Guidelines
Employee and Manager Responsibilities
Contact - Thanks
(Open Source and Linux Technology
Architect at the HP/Intel Solution Center)
Thanks goes to:
Linus Torvalds, Richard Stallman, Eric
Raymond, Nat Makarevitch, René
Cougnenc, Eric Dumas, Rémy Card,
Bdale Garbee, Bryan Gartner, Craig
Lamparter, Lee Mayes, Gallig Renaud,
Andree Leidenfrost, Phil Robb, Bob
Gobeille, Martin Michlmayr among
others, for their work and devotion to
the Open Source Software cause... and
my family for their patience :-)
« Changes are never easy to make.
There is comfort and safety in
tradition, but change must come,
no matter how painful or expensive
it may be. »