Open source . . . Open Road

Mazen Elsayed
Mazen ElsayedMS Project 2010 Trainer em Small and Medium Enterprise Business Training Programme
Prepared By:
•   Open Source Definition
•   Open-Source Software (OSS) Definition
•   OSS Development philosophy
•   The 4 Freedom Provided by OS
•   OS Society and culture
• In production and development, open
  source is a philosophy, or pragmatic
  methodology, that promotes free
  redistribution and access to an end product's
  design and implementation details.
  – Opening the source code enabled a self-enhancing
    diversity of production models, communication
    paths, and interactive communities.
• It is computer software that is available in
  source code form
  – The source code and certain other rights normally
    reserved for copyright holders are provided under
    a free software license that permits users to study,
    change, improve and at times also to distribute
    the software.
• Eric S. Raymond suggests a model for developing OSS
  known as the bazaar model
   – The traditional model of development, which he called
     the cathedral model, development takes place in a centralized
     way.
• Software developed using the bazaar model should exhibit
  the following patterns:
   –   Users should be treated as co-developers
   –   Early releases
   –   Frequent integration
   –   Several versions
   –   High modularization
   –   Dynamic decision making structure
• Doesn't just mean access to the source code, the
  distribution terms of open-source software must
  comply with the following criteria:
• Free Redistribution         • No Discrimination Against
• Source Code                   Persons or Groups
• Derived Works               • No Discrimination Against
• Integrity of The Author's     Fields of Endeavour
  Source Code                 • License Must Not Be
• Distribution of License       Specific to a Product
• License Must Be             • License Must Not Restrict
  Technology-Neutral            Other Software
• Redefining OSS:
   – OSS can be viewed as a ‘virtual’ community of practice
     made up of inventors who voluntarily contribute to
     multiple collective inventions.
• Three key economic problems with OSS:
   – Motivation: Why do programmers write Open Source
     codes if no one pays them to do it? (Knowledge & Skills)
   – Co-ordination: How do hundreds of people dotted around
     the world manage to effectively co-ordinate with each
     other in the absence of any hierarchical structure? (Labors)
   – Diffusion: Why is it that OSS is becoming so widespread in
     a world? (Economic Values)
1. Government
  – Open politics (sometimes known as Open-source
    politics) is a term used to describe a political
    process that uses Internet technologies such as
    blogs, email and polling to provide for a rapid
    feedback mechanism between political
    organizations and their supporters.
  – Open-source governance is similar to open-source
    politics, but it applies more to the democratic
    process and promotes the freedom of information
2. Ethics
  – Open-source ethics as an ethical school
  – Open-source ethics as a professional body of rules
3. Media
  – Weblogs, or blogs
  – Messageboards (also known as discussion boards
    or forums)
  – OpenDocument
  – Open-source movie production
4. Education
  – Open-source curricula are instructional resources
    whose digital source can be freely used,
    distributed and modified.
  – Another strand to the academic community is in
    the area of research. Many funded research
    projects produce software as part of their work.
    There is an increasing interest in making the
    outputs of such projects available under an open-
    source license.
5. Innovation communities
  – Open innovation is also a new emerging concept
    which advocate putting R&D in a common pool.
6. Arts and recreation
  – Copyright protection is used in the performing
    arts and even in athletic activities. Some groups
    have attempted to remove copyright from such
    practices.
•   Evaluation and Pragmatism
•   Open Source and Human Capacity Building
•   Problems and Obstacles to Open Source
•   Open source trends
• Security Benefits
  – According to the maxim, "Given enough eyeballs,
    all bugs are shallow." What that means is that the
    more people who can see and test a set of
    code, the more likely any flaws will be caught and
    fixed quickly.
     • Android and Windows
• Quality Benefits
  – Which is more likely to be better: a software
    package created by a handful of developers, or a
    software package created by thousands of
    developers?
  – open source software gets closest to what users
    want because those users can have a hand in
    making it so.
• Financial Benefits (1/2)
• Financial Benefits (2/2)
• Strategic Benefits
• The most widely-cited intrinsic motivation for
  OSS developers is sharing and learning.
• Open & Share: Lerner and Tirole (1999):
  working freely for the Open Source movement
  would be an investment activity aimed at
  increasing the signaling of quality of human
  capital.
• FREE: it is often used in universities and
  schools for teaching
• Support (is the community sufficiently skilled
  to help you solve any potential problems)
• Future Updates (can you be guaranteed that
  the application will continue to be developed
  or will you be left with an application that
  becomes more and more out of date)
• Documentation (is the application fully supported
  by instructions written by someone who knows
  how to write support material. The original
  developer may not be the best person to write
  the user guide)
• Resources Available to the Developer (does the
  supporting community have the
  time/money/energy to make any significant
  changes to the software. Or will these become
  the responsibility of the end user).
• More commercial open source
• More experimentation with business models
  – RedHat
• More acquisitions
  – Sun acquired MySQL
• More power in the user community
  – As open source becomes more widespread in
    corporations, IT users are going to weigh in more
    in open source projects to make sure that they
    have a voice in what's important to them.
• More mainstream
  – open source continues to be more and more of
    the core fabric of IT, especially at the operating
    system, middleware, and database layers.
• License Goals
• Open Source Licenses
• Differences with commercial licenses
• Open Source Licenses are tailored to meet
  certain goals for specific kinds of content (for
  example, some for software, others for
  documentation, still others for images or data)
  and varies in its terms.
  – What a license does is grant specific permissions
    for others to use that work.
  – As mentioned, the rights subsisting in a piece of
    software cannot be waived by its author, but must
    be transferred or licensed.
• Each Open Source shares five fundamental intents:
   1. Licensees are free to use open source software for any
      purpose whatsoever.
   2. Licensees are free to make copies of open source software
      and are free to distribute those copies without payment of
      royalties to a licensor.
   3. Licensees are free to create derivative works of open
      source software and are free to distribute those works
      without payment of royalties to a licensor.
   4. Licensees are free to access and use the source code of
      open source software.
   5. Licensees are free to combine open source and other
      software.
• Fifty licenses may seem like a daunting number,
  but most of those fall into two categories:
  – Academic licenses: allow software to be used for any
    purpose without expectations of any kind.
     • Freely modified, sold, redistributed, sublicensed, and
       combined with other software
     • Other software licenses may preclude such combination.
  – Reciprocal licenses: allow software to be used for any
    purpose, but mandate that a derivative work be
    relicensed under the exact same license terms.
• GNU General Public License (GPL):
  – One of the most commonly used licenses for open-
    source projects.
  – Guarantees a wide range of rights to developers who
    work on open-source projects.
  – You can:
     •   Copy the software
     •   Distribute the software however you want.
     •   Charge a fee to distribute the software.
     •   Make whatever modifications to the software you want.
• GNU LESSER GENERAL PUBLIC LICENSE (LGPL)
  – Appropriate for libraries that want to allow linking
    from non-GPL and non-open-source software.
  – Not requiring other projects with parts of the
    code to be similarly licensed.
• BSD License:
  – Represent a family of permissive free software
    licenses that have fewer restrictions on
    distribution.
  – The New BSD License (“3-clause license”) allows
    unlimited redistribution for any purpose as long as
    its copyright notices and the license’s disclaimers
    of warranty are maintained.
• MIT License:
  – The shortest and probably broadest of all the
    popular open-source licenses.
  – It means:
     • You can use, copy and modify the software however
       you want.
     • You have no restrictions on how to distribute it.
     • The only restriction is that it be accompanied by the
       license agreement.
• Apache License
  – Can be applied to both copyrights and patents.
  – Apache License allows:
     •   Rights are perpetual.
     •   Rights are worldwide.
     •   Rights are granted for no fee or royalty.
     •   Rights are non-exclusive.
     •   Rights are irrevocable.
• Creative Commons (CC)
  – Aren’t quite open-source licenses, but they are
    commonly used for design projects.
  – A CC license has four basic parts, which can be
    enacted individually or in combination:
     •   Attribution
     •   Share Alike
     •   Non-Commercial
     •   No Derivative Works
• Commercial Licenses:
  – Licenses are purchased for each of its products.
  – License management is a big deal.
     • Tracking software licenses for a company can be very
       confusing and time consuming, and the time needed to
       manage them can compound very quickly.
  – Licenses get misplaced, forgotten, and are usually
    not top priority when software purchases are
    made
•   Tension in the Software Marketplace
•   Success Stories
•   Open Source Business Models
•   Stating your own OS Project
Open source . . . Open Road
Open source . . . Open Road
Open source . . . Open Road
• RedHat placed well on track for billion-dollar revenues in 2010.
• Marty Roesch - created an OSS called Snort having sold
  Sourcefire, the company he created to sell add-ons to Snort, for
  $225 million to security software leader Check Point.
• John Powell, CEO of Alfresco, has declared that the open source
  industry is worth $60 billion.
• In 2004, Australia paid $430 million per year, because of not
  using Open Source product.
• In Norwegian Software Industry, close to 50% of the software
  industry integrate OSS components into vertical solutions
  serving all major business sectors.
• IBM is reported to have spent over $1 billion in 2001 alone on
  Open Source projects.
Open source . . . Open Road
• Support Ware: Pay us money and we’ll support the software.
• Product Ware: The software is free, you just buy the box it
  runs in.
• Cloud Ware: Our software is in the clouds now. Pay us for
  what it does.
• Project Ware: Need something done? We’ll do it with OSS.
• Software-as-a-Service (SaaS) Ware: Our software is SaaSy. You
  can rent it.
• Ad Ware: You don’t pay anything, the advertiser pays instead.
• Sugar Daddy Ware
• Foundation Ware
• Beg Ware
1. Before starting an open source project
  –   Always look around to see if there's an existing project
      that does what you want.
2. Starting From What You Have
  –   Must decide what the project is really about—that is,
      decide its limitations, what it won't do as well as what it
      will—and write up a mission statement.
  –   Every new open source project would start out life with a
      thorough design document, a complete user manual
      (with special markings for features planned but not yet
      implemented), beautifully and portably packaged code,
      capable of running on any computing platform, and so
      on.
•   Choose a Good Name
•   Have a Clear Mission Statement
•   State That the Project is Free
•   Features and Requirements List
•   Development Status
•   Downloads
•   Version Control and Bug Tracker Access
•   Communications Channels
•   Developer Guidelines
•   Documentation
•   Example Output and Screenshots
3. Choosing a License and Applying It
4. Setting the Tone
  –   Avoid Private Discussions
  –   Nip Rudeness in the Bud
  –   Practice Conspicuous Code Review
5. Announcing
Open source . . . Open Road
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Open source . . . Open Road

  • 2. Open Source Definition • Open-Source Software (OSS) Definition • OSS Development philosophy • The 4 Freedom Provided by OS • OS Society and culture
  • 3. • In production and development, open source is a philosophy, or pragmatic methodology, that promotes free redistribution and access to an end product's design and implementation details. – Opening the source code enabled a self-enhancing diversity of production models, communication paths, and interactive communities.
  • 4. • It is computer software that is available in source code form – The source code and certain other rights normally reserved for copyright holders are provided under a free software license that permits users to study, change, improve and at times also to distribute the software.
  • 5. • Eric S. Raymond suggests a model for developing OSS known as the bazaar model – The traditional model of development, which he called the cathedral model, development takes place in a centralized way. • Software developed using the bazaar model should exhibit the following patterns: – Users should be treated as co-developers – Early releases – Frequent integration – Several versions – High modularization – Dynamic decision making structure
  • 6. • Doesn't just mean access to the source code, the distribution terms of open-source software must comply with the following criteria: • Free Redistribution • No Discrimination Against • Source Code Persons or Groups • Derived Works • No Discrimination Against • Integrity of The Author's Fields of Endeavour Source Code • License Must Not Be • Distribution of License Specific to a Product • License Must Be • License Must Not Restrict Technology-Neutral Other Software
  • 7. • Redefining OSS: – OSS can be viewed as a ‘virtual’ community of practice made up of inventors who voluntarily contribute to multiple collective inventions. • Three key economic problems with OSS: – Motivation: Why do programmers write Open Source codes if no one pays them to do it? (Knowledge & Skills) – Co-ordination: How do hundreds of people dotted around the world manage to effectively co-ordinate with each other in the absence of any hierarchical structure? (Labors) – Diffusion: Why is it that OSS is becoming so widespread in a world? (Economic Values)
  • 8. 1. Government – Open politics (sometimes known as Open-source politics) is a term used to describe a political process that uses Internet technologies such as blogs, email and polling to provide for a rapid feedback mechanism between political organizations and their supporters. – Open-source governance is similar to open-source politics, but it applies more to the democratic process and promotes the freedom of information
  • 9. 2. Ethics – Open-source ethics as an ethical school – Open-source ethics as a professional body of rules 3. Media – Weblogs, or blogs – Messageboards (also known as discussion boards or forums) – OpenDocument – Open-source movie production
  • 10. 4. Education – Open-source curricula are instructional resources whose digital source can be freely used, distributed and modified. – Another strand to the academic community is in the area of research. Many funded research projects produce software as part of their work. There is an increasing interest in making the outputs of such projects available under an open- source license.
  • 11. 5. Innovation communities – Open innovation is also a new emerging concept which advocate putting R&D in a common pool. 6. Arts and recreation – Copyright protection is used in the performing arts and even in athletic activities. Some groups have attempted to remove copyright from such practices.
  • 12. Evaluation and Pragmatism • Open Source and Human Capacity Building • Problems and Obstacles to Open Source • Open source trends
  • 13. • Security Benefits – According to the maxim, "Given enough eyeballs, all bugs are shallow." What that means is that the more people who can see and test a set of code, the more likely any flaws will be caught and fixed quickly. • Android and Windows
  • 14. • Quality Benefits – Which is more likely to be better: a software package created by a handful of developers, or a software package created by thousands of developers? – open source software gets closest to what users want because those users can have a hand in making it so.
  • 18. • The most widely-cited intrinsic motivation for OSS developers is sharing and learning. • Open & Share: Lerner and Tirole (1999): working freely for the Open Source movement would be an investment activity aimed at increasing the signaling of quality of human capital. • FREE: it is often used in universities and schools for teaching
  • 19. • Support (is the community sufficiently skilled to help you solve any potential problems) • Future Updates (can you be guaranteed that the application will continue to be developed or will you be left with an application that becomes more and more out of date)
  • 20. • Documentation (is the application fully supported by instructions written by someone who knows how to write support material. The original developer may not be the best person to write the user guide) • Resources Available to the Developer (does the supporting community have the time/money/energy to make any significant changes to the software. Or will these become the responsibility of the end user).
  • 21. • More commercial open source • More experimentation with business models – RedHat • More acquisitions – Sun acquired MySQL
  • 22. • More power in the user community – As open source becomes more widespread in corporations, IT users are going to weigh in more in open source projects to make sure that they have a voice in what's important to them. • More mainstream – open source continues to be more and more of the core fabric of IT, especially at the operating system, middleware, and database layers.
  • 23. • License Goals • Open Source Licenses • Differences with commercial licenses
  • 24. • Open Source Licenses are tailored to meet certain goals for specific kinds of content (for example, some for software, others for documentation, still others for images or data) and varies in its terms. – What a license does is grant specific permissions for others to use that work. – As mentioned, the rights subsisting in a piece of software cannot be waived by its author, but must be transferred or licensed.
  • 25. • Each Open Source shares five fundamental intents: 1. Licensees are free to use open source software for any purpose whatsoever. 2. Licensees are free to make copies of open source software and are free to distribute those copies without payment of royalties to a licensor. 3. Licensees are free to create derivative works of open source software and are free to distribute those works without payment of royalties to a licensor. 4. Licensees are free to access and use the source code of open source software. 5. Licensees are free to combine open source and other software.
  • 26. • Fifty licenses may seem like a daunting number, but most of those fall into two categories: – Academic licenses: allow software to be used for any purpose without expectations of any kind. • Freely modified, sold, redistributed, sublicensed, and combined with other software • Other software licenses may preclude such combination. – Reciprocal licenses: allow software to be used for any purpose, but mandate that a derivative work be relicensed under the exact same license terms.
  • 27. • GNU General Public License (GPL): – One of the most commonly used licenses for open- source projects. – Guarantees a wide range of rights to developers who work on open-source projects. – You can: • Copy the software • Distribute the software however you want. • Charge a fee to distribute the software. • Make whatever modifications to the software you want.
  • 28. • GNU LESSER GENERAL PUBLIC LICENSE (LGPL) – Appropriate for libraries that want to allow linking from non-GPL and non-open-source software. – Not requiring other projects with parts of the code to be similarly licensed.
  • 29. • BSD License: – Represent a family of permissive free software licenses that have fewer restrictions on distribution. – The New BSD License (“3-clause license”) allows unlimited redistribution for any purpose as long as its copyright notices and the license’s disclaimers of warranty are maintained.
  • 30. • MIT License: – The shortest and probably broadest of all the popular open-source licenses. – It means: • You can use, copy and modify the software however you want. • You have no restrictions on how to distribute it. • The only restriction is that it be accompanied by the license agreement.
  • 31. • Apache License – Can be applied to both copyrights and patents. – Apache License allows: • Rights are perpetual. • Rights are worldwide. • Rights are granted for no fee or royalty. • Rights are non-exclusive. • Rights are irrevocable.
  • 32. • Creative Commons (CC) – Aren’t quite open-source licenses, but they are commonly used for design projects. – A CC license has four basic parts, which can be enacted individually or in combination: • Attribution • Share Alike • Non-Commercial • No Derivative Works
  • 33. • Commercial Licenses: – Licenses are purchased for each of its products. – License management is a big deal. • Tracking software licenses for a company can be very confusing and time consuming, and the time needed to manage them can compound very quickly. – Licenses get misplaced, forgotten, and are usually not top priority when software purchases are made
  • 34. Tension in the Software Marketplace • Success Stories • Open Source Business Models • Stating your own OS Project
  • 38. • RedHat placed well on track for billion-dollar revenues in 2010. • Marty Roesch - created an OSS called Snort having sold Sourcefire, the company he created to sell add-ons to Snort, for $225 million to security software leader Check Point. • John Powell, CEO of Alfresco, has declared that the open source industry is worth $60 billion. • In 2004, Australia paid $430 million per year, because of not using Open Source product. • In Norwegian Software Industry, close to 50% of the software industry integrate OSS components into vertical solutions serving all major business sectors. • IBM is reported to have spent over $1 billion in 2001 alone on Open Source projects.
  • 40. • Support Ware: Pay us money and we’ll support the software. • Product Ware: The software is free, you just buy the box it runs in. • Cloud Ware: Our software is in the clouds now. Pay us for what it does. • Project Ware: Need something done? We’ll do it with OSS. • Software-as-a-Service (SaaS) Ware: Our software is SaaSy. You can rent it. • Ad Ware: You don’t pay anything, the advertiser pays instead. • Sugar Daddy Ware • Foundation Ware • Beg Ware
  • 41. 1. Before starting an open source project – Always look around to see if there's an existing project that does what you want. 2. Starting From What You Have – Must decide what the project is really about—that is, decide its limitations, what it won't do as well as what it will—and write up a mission statement. – Every new open source project would start out life with a thorough design document, a complete user manual (with special markings for features planned but not yet implemented), beautifully and portably packaged code, capable of running on any computing platform, and so on.
  • 42. Choose a Good Name • Have a Clear Mission Statement • State That the Project is Free • Features and Requirements List • Development Status • Downloads • Version Control and Bug Tracker Access • Communications Channels • Developer Guidelines • Documentation • Example Output and Screenshots
  • 43. 3. Choosing a License and Applying It 4. Setting the Tone – Avoid Private Discussions – Nip Rudeness in the Bud – Practice Conspicuous Code Review 5. Announcing