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Short unofficial overview of
SOFTWARE LICENSES
© 2013 BY MANTAS URBONAS, WWW.VISMA.COM
DISCLAIMER

• I am NOT a lawyer, thus this presentation reflects
  my own (amateur) understanding of the underlying
  issues. However, the presentation is based on
  many online sources, and probably is correct in
  general – you can (and should) always verify
  everything by yourself.


• YOU SHOULD CONSULT A PROFESSIONAL
  LAWYER AND OBEY THE RULES AND POLICIES
  OF YOUR EMPLOYER. THIS PRESENTATION
  DOES NOT GUARANTEE TO BE CORRECT AND
  PRECISE. IT’S AN INTRODUCTORY AND
  UNOFFICIAL MATERIAL.
Aim
• Short (and shallow) overview of
  software licensing practices


• Rough understanding of major software licenses


• Implications for you as a software enduser / modifier / entrepreneur.
Intellectual Property
• “Creation of mind” like books, music, drawings
  etc.


• All “original works of authorship”: everything
  from computer software to architecture.


Can be:
• Copyright
• Patents
• Trademarks
• Industrial Design Rights
• Trade Dress
Copyright
• Automatic rights of the creator of an original work


• Copyright = Economic rights + Moral rights



   Economic rights (sellable)             Moral rights (non-sellable)

   Reproduce                              Claim authorship
   Publish                                Demand mentioning
   Translate                              Object to any distortion
   Adapt and modify
   Rent, sell, export,…
   Display
   Perform
   Make available for public
   etc
Copyright Laws and Computer Software
• Protected just as literary works.




                                      =
Copyright Laws and Computer Software (2)
• Computer programs, whether in source or object code, shall be protected as
  literary works under the Berne Convention (1971).
      WTO TRIPS convention article 10 part 1


• […]shall protect computer programs, by copyright [just like] Literary and
  Artistic Works. […]
• Protection […] shall apply to the expression in any form of a computer
  program. Ideas and principles which underlie any element of a computer
  program [...] are not protected by copyright under this Directive.
• A computer program shall be protected if it is original in the sense that it is
  the author's own intellectual creation.
      EP directive 2009/24/EB


But: there are special cases for software!
Copyright Laws and Computer Software (3)
• Without author’s permission you cannot
  • Publish
  • Distribute
  • Assume authorship
  • Translate
  • Adapt, modify, distort
  • etc
• …neither books nor software.


• For software, you also cannot execute it
Adaptation of an Original Art
Derivative work
• a creation that includes copyrighted aspects of an original work.


Examples
• take a pre-existing book and add one page
• take a single chapter and add 90% of new material
• take a single page add 99,9999% of new material


In general, the proportions of the derived and the original art don’t matter;
the material must be original and copyrightable in itself.
Adaptation of an Original Art in Software
Whenever you include another piece of software in your own, your software
becomes a “derivative work”.


Applies to:
  • source code,
  • compiled or pre-compiled binaries,
  • statically linked libraries
  • dynamically linked libraries,
  • or any other original or derived work.


You need a permission from the copyright holder to “adopt” his intellectual
property
Licenses
The copyright holder may issue special
permissions to use it’s art – the
“licenses” or “contracts”.


It’s a promise of the copyright holder
not to sue you if certain conditions
are met.
Licenses (2)
• Creating a proper license is VERY difficult


• Consider:
  • Variety of jurisdictions
  • Loopholes
  • Your user
  • Enforceability
  • Side effects


• There are lots of software licenses in the wild
• Many of them have problems with enforceability and/or side effects
License Variety
• Proprietary products often have their own licenses.
• Try clarifying the issues with the vendor itself.




• You may still need a lawyers advice.
• *Microsoft’s restrictions for reverse engineering.
License Variety (2): Open Source Licenses
Open-source projects often re-use licenses.

The number of different open-source licenses is infinite. And growing.

Most popular:
  • MIT
  • BSD
  • Apache
  • LGPL
  • GPL

You don’t have to be a law professor to know 5 licenses.
Still be careful with those less-popular licenses.
MIT License a.k.a. X11
• Simple, permissive license

• Explicitly allows to use software without restrictions and limitations.
     • use, copy, modify, merge, publish, distribute, sublicense, and/or sell


• Conditions: copyright notice must be present in the original source files.

• It means that derived work can be incorporated anywhere without fee.
     • Xwindows, RubyOnRails, etc
Modified BSD License (not the original BSD License)
• Simple, permissive license.

• Explicitly allows redistribution in binary or source forms, with or without
  modification

• Conditions:
  • the license text must remain on the original source files.
  • the binary distribution must somehow reproduce the original copyright and
    license somewhere in documentation.
  • the authors name cannot be used for promoting the derived works.

• It means that derived work from BSD-licensed software can be incorporated in
  any proprietary software without fee.
   • BSD license text must be included in the documentation somewhere
   • Microsoft, Apple
Apache License 2.0
• Complex, permissive license
• Requires preservation of copyright note and disclaimer
• Lots of quality source code released under Apache License
What is “Copyleft”?
The Moral Dilema:


• Opensource developers are altruistic and give their
  source code to the public for free.


• Everyone in the world is having constantly improving
  software.


• Greedy companies use opensource in their
  proprietary products.


• Not even the original developers get anything.
What is “Copyleft”? (2)
Copyleft: a free program requiring all derived work to be free as well.

It’s “viral” – a piece of free, “copylefted” source code in your program makes
whole program free and “copylefted”.

“Once free, forever free”
Best Known Copyleft License:
GNU Generic Public License (GPL)

• Complex, carefully crafted copyleft license.

• Use and adaptation are permitted.

• Affects only redistribution

• Redistribution is only permitted, if:
  • Whole derived work is covered by GPL license
  • Distribution includes whole source code.

• License terms cannot be changed.

• …so ?
How GPL Works
• You can use the GPLed software for free

• You can modify the GPLed software
  • …and use the modified version.

• You can redistribute, but:
  • Whole derived work must have a single license – GPL.
  • It means whole source code must be included into the distribution
  • It also means each of the customers can distribute your program for free.

• Impractical to sell many copies: the first client will legally distribute his version
  to everyone in the world
Infringing GPL Terms

• IF we don’t follow the requirements
   • I.e. if the distribution doesn’t include all source code,
   • or the included source code is not totally GPLed

• THEN violation automatically voids the license:
  • The derived work now doesn’t have a permission of original work’s
    author  Copyright violation!  Serious $$$ loss




• Has anyone tried that?
  • There were successful court rulings in USA and Germany confirming that
    GPL is enforceable.
Is Your Program a “Derivative Work”
of a GPL-Covered Software?


 • Your source code incorporates piece of GPL’ed source code, or


 • Your program statically links to the GPL’ed library (link-time dependency), or


 • Your program dynamically links to the GPL’ed library (run-time dependency)
   • Note: this claim has not been tried in courts yet.
Enduser Perspective: Why Use GPLed Software?


• It’s free.


• It’s usage alone does not violate copyright = legal to use


• Opensource community.
Software Producer (Corporate) Perspective:
When to Use GPLed Components in My Products?

• The products get GPL’ed automatically.


• Its possible if the customer doesn’t mind the GPL’ed product.
  • I.e. internal customer
  • Single, unique customer for that product in the world
Dual Licensing

• Must be the only copyright holder
  • A copyright holder may distribute his work under various licenses.

• One license can be GPL for those clients who can use GPL
  • Universities, schools, opensourcers

• Another license can be proprietary license – for those who want to create
  proprietary derivative works.
  • MySQL, RedHat, TrollTech, Jaspersoft

• In general, dual licensing means:
   • Marketing tool: maximum popularity
   • Free contributions from opensource community
   • Possibility to sell the same software for proprietary clients
LGPL (GNU Lesser General Public License)

• “GPL for libraries”


• Permits use of the library in proprietary programs
GPL and LGPL FAQ
• If I know somebody is having a copy of GPL program, can I demand a copy?
   • No.
   • GPL only requires source code alongside the binary distribution, but doesn’t
      require anyone to distribute anything.

• If someone steals the CD with a version of GPL-covered program, can he
  distribute it?
   • No.
   • If the version is unpublished, it can be considered to be a trade secret.
     Distribution without owner’s permission is prohibited.

• What if a company distributes a copy as a trade secret?
  • It’s a violation of GPL: license requires free distribution.
Poor Licenses In Courts : Artistic License
• Jacobsen (JMRI) vs Matt Katzer
Proper Licenses In Courts: GPL
• BusyBox
• D-Link Germany GmbH
• Maryanovsky vs Rabinovitch
Major Java libs
• GPL:             • ASF:
  • MySQL            • Tomcat
  • Ext.js           • Geronimo
  • Resin            • OSCache
  • Magnolia CMS     • ServiceMix
  • …                • …


• LGPL:
  • JBoss
  • JOnAS
  • JFreeChart
  • …

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Software licenses: short unofficial overview

  • 1. Short unofficial overview of SOFTWARE LICENSES © 2013 BY MANTAS URBONAS, WWW.VISMA.COM
  • 2. DISCLAIMER • I am NOT a lawyer, thus this presentation reflects my own (amateur) understanding of the underlying issues. However, the presentation is based on many online sources, and probably is correct in general – you can (and should) always verify everything by yourself. • YOU SHOULD CONSULT A PROFESSIONAL LAWYER AND OBEY THE RULES AND POLICIES OF YOUR EMPLOYER. THIS PRESENTATION DOES NOT GUARANTEE TO BE CORRECT AND PRECISE. IT’S AN INTRODUCTORY AND UNOFFICIAL MATERIAL.
  • 3. Aim • Short (and shallow) overview of software licensing practices • Rough understanding of major software licenses • Implications for you as a software enduser / modifier / entrepreneur.
  • 4. Intellectual Property • “Creation of mind” like books, music, drawings etc. • All “original works of authorship”: everything from computer software to architecture. Can be: • Copyright • Patents • Trademarks • Industrial Design Rights • Trade Dress
  • 5. Copyright • Automatic rights of the creator of an original work • Copyright = Economic rights + Moral rights Economic rights (sellable) Moral rights (non-sellable) Reproduce Claim authorship Publish Demand mentioning Translate Object to any distortion Adapt and modify Rent, sell, export,… Display Perform Make available for public etc
  • 6. Copyright Laws and Computer Software • Protected just as literary works. =
  • 7. Copyright Laws and Computer Software (2) • Computer programs, whether in source or object code, shall be protected as literary works under the Berne Convention (1971).  WTO TRIPS convention article 10 part 1 • […]shall protect computer programs, by copyright [just like] Literary and Artistic Works. […] • Protection […] shall apply to the expression in any form of a computer program. Ideas and principles which underlie any element of a computer program [...] are not protected by copyright under this Directive. • A computer program shall be protected if it is original in the sense that it is the author's own intellectual creation.  EP directive 2009/24/EB But: there are special cases for software!
  • 8. Copyright Laws and Computer Software (3) • Without author’s permission you cannot • Publish • Distribute • Assume authorship • Translate • Adapt, modify, distort • etc • …neither books nor software. • For software, you also cannot execute it
  • 9. Adaptation of an Original Art Derivative work • a creation that includes copyrighted aspects of an original work. Examples • take a pre-existing book and add one page • take a single chapter and add 90% of new material • take a single page add 99,9999% of new material In general, the proportions of the derived and the original art don’t matter; the material must be original and copyrightable in itself.
  • 10. Adaptation of an Original Art in Software Whenever you include another piece of software in your own, your software becomes a “derivative work”. Applies to: • source code, • compiled or pre-compiled binaries, • statically linked libraries • dynamically linked libraries, • or any other original or derived work. You need a permission from the copyright holder to “adopt” his intellectual property
  • 11. Licenses The copyright holder may issue special permissions to use it’s art – the “licenses” or “contracts”. It’s a promise of the copyright holder not to sue you if certain conditions are met.
  • 12. Licenses (2) • Creating a proper license is VERY difficult • Consider: • Variety of jurisdictions • Loopholes • Your user • Enforceability • Side effects • There are lots of software licenses in the wild • Many of them have problems with enforceability and/or side effects
  • 13. License Variety • Proprietary products often have their own licenses. • Try clarifying the issues with the vendor itself. • You may still need a lawyers advice. • *Microsoft’s restrictions for reverse engineering.
  • 14. License Variety (2): Open Source Licenses Open-source projects often re-use licenses. The number of different open-source licenses is infinite. And growing. Most popular: • MIT • BSD • Apache • LGPL • GPL You don’t have to be a law professor to know 5 licenses. Still be careful with those less-popular licenses.
  • 15. MIT License a.k.a. X11 • Simple, permissive license • Explicitly allows to use software without restrictions and limitations. • use, copy, modify, merge, publish, distribute, sublicense, and/or sell • Conditions: copyright notice must be present in the original source files. • It means that derived work can be incorporated anywhere without fee. • Xwindows, RubyOnRails, etc
  • 16. Modified BSD License (not the original BSD License) • Simple, permissive license. • Explicitly allows redistribution in binary or source forms, with or without modification • Conditions: • the license text must remain on the original source files. • the binary distribution must somehow reproduce the original copyright and license somewhere in documentation. • the authors name cannot be used for promoting the derived works. • It means that derived work from BSD-licensed software can be incorporated in any proprietary software without fee. • BSD license text must be included in the documentation somewhere • Microsoft, Apple
  • 17. Apache License 2.0 • Complex, permissive license • Requires preservation of copyright note and disclaimer • Lots of quality source code released under Apache License
  • 18. What is “Copyleft”? The Moral Dilema: • Opensource developers are altruistic and give their source code to the public for free. • Everyone in the world is having constantly improving software. • Greedy companies use opensource in their proprietary products. • Not even the original developers get anything.
  • 19. What is “Copyleft”? (2) Copyleft: a free program requiring all derived work to be free as well. It’s “viral” – a piece of free, “copylefted” source code in your program makes whole program free and “copylefted”. “Once free, forever free”
  • 20. Best Known Copyleft License: GNU Generic Public License (GPL) • Complex, carefully crafted copyleft license. • Use and adaptation are permitted. • Affects only redistribution • Redistribution is only permitted, if: • Whole derived work is covered by GPL license • Distribution includes whole source code. • License terms cannot be changed. • …so ?
  • 21. How GPL Works • You can use the GPLed software for free • You can modify the GPLed software • …and use the modified version. • You can redistribute, but: • Whole derived work must have a single license – GPL. • It means whole source code must be included into the distribution • It also means each of the customers can distribute your program for free. • Impractical to sell many copies: the first client will legally distribute his version to everyone in the world
  • 22. Infringing GPL Terms • IF we don’t follow the requirements • I.e. if the distribution doesn’t include all source code, • or the included source code is not totally GPLed • THEN violation automatically voids the license: • The derived work now doesn’t have a permission of original work’s author  Copyright violation!  Serious $$$ loss • Has anyone tried that? • There were successful court rulings in USA and Germany confirming that GPL is enforceable.
  • 23. Is Your Program a “Derivative Work” of a GPL-Covered Software? • Your source code incorporates piece of GPL’ed source code, or • Your program statically links to the GPL’ed library (link-time dependency), or • Your program dynamically links to the GPL’ed library (run-time dependency) • Note: this claim has not been tried in courts yet.
  • 24. Enduser Perspective: Why Use GPLed Software? • It’s free. • It’s usage alone does not violate copyright = legal to use • Opensource community.
  • 25. Software Producer (Corporate) Perspective: When to Use GPLed Components in My Products? • The products get GPL’ed automatically. • Its possible if the customer doesn’t mind the GPL’ed product. • I.e. internal customer • Single, unique customer for that product in the world
  • 26. Dual Licensing • Must be the only copyright holder • A copyright holder may distribute his work under various licenses. • One license can be GPL for those clients who can use GPL • Universities, schools, opensourcers • Another license can be proprietary license – for those who want to create proprietary derivative works. • MySQL, RedHat, TrollTech, Jaspersoft • In general, dual licensing means: • Marketing tool: maximum popularity • Free contributions from opensource community • Possibility to sell the same software for proprietary clients
  • 27. LGPL (GNU Lesser General Public License) • “GPL for libraries” • Permits use of the library in proprietary programs
  • 28. GPL and LGPL FAQ • If I know somebody is having a copy of GPL program, can I demand a copy? • No. • GPL only requires source code alongside the binary distribution, but doesn’t require anyone to distribute anything. • If someone steals the CD with a version of GPL-covered program, can he distribute it? • No. • If the version is unpublished, it can be considered to be a trade secret. Distribution without owner’s permission is prohibited. • What if a company distributes a copy as a trade secret? • It’s a violation of GPL: license requires free distribution.
  • 29. Poor Licenses In Courts : Artistic License • Jacobsen (JMRI) vs Matt Katzer
  • 30. Proper Licenses In Courts: GPL • BusyBox • D-Link Germany GmbH • Maryanovsky vs Rabinovitch
  • 31. Major Java libs • GPL: • ASF: • MySQL • Tomcat • Ext.js • Geronimo • Resin • OSCache • Magnolia CMS • ServiceMix • … • … • LGPL: • JBoss • JOnAS • JFreeChart • …

Notas do Editor

  1. Reiketuisklausytivienosemestrokursaapieautorinesirgretutinesteises VU irtadadargeraipaanalizuotipagrindineslicencijas.
  2. Viena is IP formuŽymima (C)Taikoma: knygoms, paskaitoms, pamokslams, dramoms, spektakliams, muzikai, skulptūrai, parkų projektams,
  3. Išimtys susiję su darbdavio turtinėmis teisėmis
  4. Liet. Išvestiniai kūriniai
  5. Example sing an athemn
  6. Garantijajmri
  7. Išmok šitas, ir jei gali, į kitas nežiūrėk.Dar yra Artistic ir Creative Commons
  8. 1. Once the code is free to use and free to change, some other open source developers often improve the original version.2. The benefit is mutual3. the derivative works of their software are unavailable even for them.
  9. What if my employer has a GPL software?
  10. EKbandymaileistipazeistilicencijas