Managing Free Software & Open Source LicensingApacheCon 2011 November 12th Vancouver, Canada ApacheCon 2011 November 8th V...
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 manageme...
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 managem...
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 f...
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. ...
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. ...
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. ...
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 (L...
Copyleft Licenses   GNU General Public License (GPL)      Mozilla Public License (MPL)GNU Lesser General Public License (L...
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)   Licens...
Project
ProjectAdministration
ProjectAdministration    Intake
ProjectAdministration    Intake   Reuse
ProjectAdministration    Intake   Reuse   Defence
ProjectAdministration    Intake   Reuse   Defence
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 ...
Contributor Licensing Agreements (CLAs)
Risks
FLOSS LicensingBest Practices
## BEGIN COPYRIGHT, LICENSING, VERSION AND WARRANTY INFO BLOCK ##SOFTWARE NAME: eZ publishSOFTWARE RELEASE: 3.6.2BUILD VER...
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
Managing Free Software and Open Source Licensing
Managing Free Software and Open Source Licensing
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Managing Free Software and Open Source Licensing

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A presentation given at ApacheCon 2011 in Vancouver.

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  • Managing Free Software and Open Source Licensing

    1. 1. 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
    2. 2. Martin Ertl
    3. 3. Martin ErtlLawyer & Entrepreneur
    4. 4. Martin Ertl Lawyer & EntrepreneurCo-founder of Navarik & Contractually
    5. 5. Martin Ertl Lawyer & Entrepreneur Co-founder of Navarik & Contractually15+ years of contract & license management experience
    6. 6. Zak Greant
    7. 7. Zak GreantFLOSS Project Veteran
    8. 8. Zak Greant FLOSS Project VeteranFSF, OSI, MySQL, Mozilla, PHP & WikiMedia
    9. 9. Zak Greant FLOSS Project Veteran FSF, OSI, MySQL, Mozilla, PHP & WikiMedia10+ years of FLOSS license management experience
    10. 10. This is NotLegal Advice
    11. 11. Who Are You?
    12. 12. Who Are You?Role? (Developer, Manager, Other)
    13. 13. Who Are You? Role? (Developer, Manager, Other)Organization? (Corp., Non-profit, Project)
    14. 14. Who Are You? Role? (Developer, Manager, Other)Organization? (Corp., Non-profit, Project) Status? (Just starting, on fire, …)
    15. 15. Copyright Basics
    16. 16. Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium.
    17. 17. Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium. Copy
    18. 18. Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium. Copy Modify (Derivative Work)
    19. 19. Copyright Basics A limited monopoly granted to the creator of anartistic, literary or scientific work in a fixed medium. Copy Modify (Derivative Work) Perform
    20. 20. 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
    21. 21. 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
    22. 22. Whose Copyright?
    23. 23. Whose Copyright? Contractor Employee Contributor
    24. 24. Whose Copyright? Contractor Employee Contributor Employee-as-Contributor
    25. 25. Whose Copyright? Contractor Employee Contributor Employee-as-Contributor Employer-as-Contributor
    26. 26. Patents & Trademarks
    27. 27. Patents & Trademarks … are not copyright
    28. 28. Licensing Basics
    29. 29. Licensing Basics Assign vs. License
    30. 30. Litigation Issues
    31. 31. Litigation Issues Who can sue?
    32. 32. FLOSSLicensing Overview
    33. 33. FLOSS Licensing OverviewFLOSS Licenses are just Software Licenses
    34. 34. Permissive Licenses
    35. 35. Permissive Licenses New BSD License
    36. 36. Permissive Licenses New BSD License MIT License
    37. 37. Permissive Licenses New BSD License MIT License Apache License
    38. 38. Copyleft Licenses
    39. 39. Copyleft LicensesGNU General Public License (GPL)
    40. 40. Copyleft LicensesGNU General Public License (GPL) Mozilla Public License (MPL)
    41. 41. Copyleft Licenses GNU General Public License (GPL) Mozilla Public License (MPL)GNU Lesser General Public License (LGPL)
    42. 42. Copyleft Licenses GNU General Public License (GPL) Mozilla Public License (MPL)GNU Lesser General Public License (LGPL) Affero GPL
    43. 43. Copyleft vs. the World
    44. 44. Copyleft vs. the World Proprietary
    45. 45. Copyleft vs. the World Proprietary FLOSS
    46. 46. FLOSSLicensing Strategies
    47. 47. FLOSSLicensing Strategies Individual
    48. 48. FLOSSLicensing Strategies Individual Project
    49. 49. FLOSSLicensing Strategies Individual Project Corporate
    50. 50. Individual
    51. 51. IndividualAdapt vs. Create
    52. 52. Individual Adapt vs. CreateIssues (Control, Shared Effort, Visibility)
    53. 53. Individual Adapt vs. CreateIssues (Control, Shared Effort, Visibility) Employment (Contract Exceptions)
    54. 54. Individual Adapt vs. CreateIssues (Control, Shared Effort, Visibility) Employment (Contract Exceptions) Licenses (Permissive v. Copyleft)
    55. 55. Project
    56. 56. ProjectAdministration
    57. 57. ProjectAdministration Intake
    58. 58. ProjectAdministration Intake Reuse
    59. 59. ProjectAdministration Intake Reuse Defence
    60. 60. ProjectAdministration Intake Reuse Defence
    61. 61. ProjectAdministration Intake Reuse Defence
    62. 62. Corporate
    63. 63. CorporateAdapt vs. Create
    64. 64. Corporate Adapt vs. CreateIssues (Control, Shared Effort, Visibility)
    65. 65. Corporate Adapt vs. CreateIssues (Control, Shared Effort, Visibility) Employment (Contract Exceptions)
    66. 66. Corporate Adapt vs. CreateIssues (Control, Shared Effort, Visibility) Employment (Contract Exceptions)Licenses (Permissive v. Copyleft v. Dual)
    67. 67. Contributor Licensing Agreements (CLAs)
    68. 68. Risks
    69. 69. FLOSS LicensingBest Practices
    70. 70. ## 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 ##
    71. 71. Licensing Audit
    72. 72. Managing License Compliance
    73. 73. Discussion
    74. 74. Getting FLOSS Buy-in
    75. 75. Prefer simple, permissive licenses.Make sure you know what you are doing before you ship copylefted work.
    76. 76. Distribution is the highest risk.More distribution == more risk.
    77. 77. Free Software and Open Source licenses do not affect the dataprocessed by the licensed software.
    78. 78. Play by the rules.It’s cheaper & better.
    79. 79. licensing@fsf.orgmartin@contractual.ly zak@greant.com

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