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Introduction to Open Source License and Business Model

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Introduction to Open Source License and Business Model

  1. 1. Introduction to Open Source License and Business Model ANOverviewof thehistory of OpenSourcemovement, Licenses and culture; and Thecommunity architecture thatdrivestheecosystem
  2. 2. (c) 2018 kagesenshi.org Page 2 / 24 About Me ● Mohd Izhar Firdaus Bin Ismail ● Head Data Engineering Department & Solution Architect, ABYRES Enterprise Technologies Sdn Bhd ● Fedora Ambassador, Open Source Advocate & Contributor, Python Programmer, Cybersecurity Enthusiast – Open source contributor since 2005 ● Regional Fedora treasurer until 2017 – Contributes code to multiple projects: ● Fedora – RPM packages and bugfixes ● Plone – python based CMS / DMS ● Morepath – python web framework ● Obviel – javascript web framework ● Various patches here and there – Contributes to HackInTheBox Security Conference ● CTF scoreserver developer – Organizers in multiple FOSS events: ● Core organizer of FOSS.My 2008 & 2009 ● Main organizer of Fedora User Developer Conference KL 2012 ● Assisting in pycon.my, geekcamp KL, barcamp KL – Given talks in various community events like FUDCon Pune, FUDCon Phnom Penh, HITB CommSec, multiple hackathons and barcamps, etc
  3. 3. (c) 2018 kagesenshi.org Page 5 / 24 Disclaimer I Am Not A Lawyer However I have been in Open Source world long enough and deep enough to understand the legal nature of the licenses and the architecture of the communities in the global platform That said, information about software licenses in this session does not constitute a certified legal advise on intellectual property laws, as the laws may vary across countries.
  4. 4. (c) 2018 kagesenshi.org Page 6 / 24 EarlyDaysof Software Development ● In the 1950s and 1960s, computer operating software and compilers were delivered as a part of hardware purchases without separate fees. – source code, the human-readable form of software, was generally distributed with the software providing the ability to fix bugs or add new functions. ● Universities were early adopters of computing technology. – modifications developed by universities were openly shared, in keeping with the academic principles of sharing knowledge – origins of the 'hacker culture' – group of people, sharing knowledge on specific technological domains ● Software were not copyright-able until 1974 ● In the late 1970s and early 1980s computer vendors and software-only companies began routinely charging for software licenses, marketing software as "Program Products" – imposing legal restrictions on new software developments, now seen as assets, through copyrights, trademarks, and leasing contracts
  5. 5. (c) 2018 kagesenshi.org Page 7 / 24 richardM.Stallman, Father of Free Software Movement ● Drawing on traditions and philosophies among members of the 1970s hacker culture and academia – Richard M. Stallman, a researcher at MIT AI labs founded the GNU Project and Free Software Foundation (FSF) ● Free Software Philosophy: – Rejecting proprietary software, with ultimate goal of liberating everyone in cyberspace – Stallman notes that this action will promote rather than hinder the progression of technology ● "it means that much wasteful duplication of system programming effort will be avoided. This effort can go instead into advancing the state of the art" – 'Free' as in Freedom, not free as in free beer teh tarik ● Four Freedoms – Freedom 0: Use – Freedom 1: Study – Freedom 2: Share – Freedom 3: Improve
  6. 6. (c) 2018 kagesenshi.org Page 9 / 24 Four Freedomsof FreeSoftware &GNU General Public License ● 'Free' as in Freedom, not free as in free beer teh tarik ● Four Freedoms of Free Software – Freedom 0: Use ● The freedom to run the program as you wish, for any purpose – Freedom 1: Study ● The freedom to study how the program works, and change it so it does your computing as you wish ● Access to the source code is a precondition for this. – Freedom 2: Share ● The freedom to redistribute copies so you can help your neighbor – Freedom 3: Improve ● The freedom to distribute copies of your modified versions to others. ● By doing this you can give the whole community a chance to benefit from your changes. ● Access to the source code is a precondition for this. ● To enforce protection of the Four Freedoms, FSF and Stallman created a software license called GNU General Public License (GPL), which – Riding on top of copyright law, uses copyright as a way to allow and enforce freedom instead of limiting freedom, a.k.a "Copyleft" – GPL allows software authors to license out their software and source code to anybody, where: ● The four freedoms are granted to the licensee ● With the condition that the licensee must ensure the four freedom rights are retained for downstream licensees ● The licensee must ensure that the four freedoms are given on their modification of the software by releasing the modifications under the GPL too
  7. 7. (c) 2018 kagesenshi.org Page 10 / 24 OpenSource Initiative ● On 1998, Jon "maddog" Hall, Larry Augustin, Eric S. Raymond, Bruce Perens, Michael Tiemann, and others created the term "Open Source" and started up the Open Source Initiative (OSI) – OSI chose the term "open source," in founding member Michael Tiemann's words, to "dump the moralizing and confrontational attitude that had been associated with 'free software'" and instead promote open source ideas on "pragmatic, business-case grounds." ● OSI adopted the "Open Source Definition" to define what software and software licenses constitute as Open Source
  8. 8. (c) 2018 kagesenshi.org Page 11 / 24 OpenSource Software Definition ● A software which are licensed under a license that guarantees the following rights – Free Redistribution ● The license shall not restrict any party from selling or giving away the software as a component of an aggregate software distribution containing programs from several different sources. The license shall not require a royalty or other fee for such sale. – Source Code The program must include source code, and must allow distribution in source code as well as compiled form. Where some form of a product is not distributed with source code, there must be a well-publicized means of obtaining the source code for no more than a reasonable reproduction cost, preferably downloading via the Internet without charge. The source code must be the preferred form in which a programmer would modify the program. Deliberately obfuscated source code is not allowed. Intermediate forms such as the output of a preprocessor or translator are not allowed. – Derived Works ● The license must allow modifications and derived works, and must allow them to be distributed under the same terms as the license of the original software. – Integrity of The Author's Source Code ● The license may restrict source-code from being distributed in modified form only if the license allows the distribution of "patch files" with the source code for the purpose of modifying the program at build time. The license must explicitly permit distribution of software built from modified source code. The license may require derived works to carry a different name or version number from the original software.
  9. 9. (c) 2018 kagesenshi.org Page 12 / 24 OpenSource Software Definition – No Discrimination Against Persons or Groups ● The license must not discriminate against any person or group of persons. – No Discrimination Against Fields of Endeavor ● The license must not restrict anyone from making use of the program in a specific field of endeavor. For example, it may not restrict the program from being used in a business, or from being used for genetic research. – Distribution of License ● The rights attached to the program must apply to all to whom the program is redistributed without the need for execution of an additional license by those parties. – License Must Not Be Specific to a Product ● The rights attached to the program must not depend on the program's being part of a particular software distribution. If the program is extracted from that distribution and used or distributed within the terms of the program's license, all parties to whom the program is redistributed should have the same rights as those that are granted in conjunction with the original software distribution. – License Must Not Restrict Other Software ● The license must not place restrictions on other software that is distributed along with the licensed software. For example, the license must not insist that all other programs distributed on the same medium must be open-source software. – License Must Be Technology-Neutral ● No provision of the license may be predicated on any individual technology or style of interface.
  10. 10. (c) 2018 kagesenshi.org Page 13 / 24 FreeSoftware& Open Source DoesNot MeanNoCopyright ● Free & Open Source Software (FOSS) are copyrighted and not public domain – The author retains the copyright and intellectual property, however, the author choose to grant licensee of the software additional rights which normally are not granted under proprietary license – Any users of the software automatically become the licensee the moment they acquire a copy of the software – FOSS authors usually will re-use legal license documents already exist in the FOSS community as the license for his software. ● GPL, AGPL, MIT License, BSD License, Apache License, CDDL, WTFPL, etc ● Should you not comply with terms and conditions in the license document, the author have the rights to enforce the license terms or sue you
  11. 11. (c) 2018 kagesenshi.org Page 14 / 24 Types OfOpen Source Licenses PermissiveWeak CopyleftStrong Copyleft ● Most flexible ● Derivative works are not required to be Open Source or using the same license ● Only requires attribution that the portion of the code was taken from the author ● eg: MIT, BSD ● Some parts of derivative works are required to be using the same license ● Usually this license is used on a library ● Modifications to itself are required to be released under same license, but projects importing the library are not required to be using same license ● eg: LGPL ● Strict enforcement of same license for any derivative works ● All projects importing libraries provided by software licensed under this license are required to be also released under the same license of the original work ● eg: GPL, AGPL
  12. 12. (c) 2018 kagesenshi.org Page 15 / 24 How DoOpen Source DevelopersMakeMoney? ● In Open Source ecosystem, the software is free, but human time is not ● Services is the primary method of earning in Open Source ecosystem – Services: ● Software development ● Implementation & integration services ● Consulting ● Training – Service subscriptions: ● Support & warranty ● Software As A Service ● Platform As A Service ● Infrastructure As A Service ● Managed Services ● Managed Operations – OpenCore: ● Core software is open source, but selling proprietary plugins and management tools
  13. 13. (c) 2018 kagesenshi.org Page 16 / 24 OpenSource Development &Consumption Model Independent Developers Community Source Code Repository Trusted Developers Enterprise Developers Enterprise Fork Source Code Repository Enterprise Executables Enterprise Users Source code Source code Problem Reports & Code Enhancements Enterprise Support Stable source code & enhancements Problem Reports Problem Reports & Support Requests Upstream Community Enterprise Product Company Upstream Executables Build Distribute Build Community Users DistributeProblem Reports This chain may extend further downstream, where organizations pick up source code from enterprise companies to create derivative works Community Support Forum Support Requests Support Support
  14. 14. (c) 2018 kagesenshi.org Page 17 / 24 OpenSource ValueChain Software developed in public, possibly with community contribution, and many frequent improvements Enterprise software distribution / product company takes a snapshot of codebase, stabilize, integrate, create support, training and warranty model, and productize the software Enterprise customer buys productized software, and receive support, training, and warranty from distribution company and services from SI Ecosystem of System Integrator, ISV, trainers provide professional services and added value for using the productized software
  15. 15. (c) 2018 kagesenshi.org Page 18 / 24 UpstreamSoftware Vs DownstreamEnterprise Product Upstream Enterprise ● Rapid changing ● Latest and greatest features ● Can be unstable ● No warranty, no support, or minimally supported ● Most of time free of capital cost ● Less changes over short period of time ● Tried and tested features ● Generally more stable ● Comes with warranty, support SLA, training and certifications ● Charged for support & warranty subscriptions and professional services
  16. 16. (c) 2018 kagesenshi.org Page 19 / 24 Other Communities (Community) Fedora Project (Community) Red Hat (Company) CentOS Project (Community) Linux Foundation (Community) Free Software Foundation (Community) CaseStudy: Fedora,RedHat, OracleEL &CentOS Linux Kernel GNU Utilities Hundreds of Open Source Software Fedora Linux Red Hat Enterprise Linux CentOS Linux Every 3 years a snapshot of Fedora is stabilized by Red Hat to create next version of RHEL CentOS community picks up RHEL source code immediately after release, removes branding, and builds CentOS from the source code (usually 1-2 months after official RHEL release) Fedora Project collects, packages and integrates various Open Source Software into an integrated software distribution Rogue Wave (Company) Abyres (Company) Alongside community level support through public forums, CentOS is also commercially supported by many FOSS support providers Oracle (Company) Oracle Linux Similar to CentOS, Oracle picks up RHEL source code, removes branding, and builds Oracle Linux from the source code. Oracle Linux adds Oracle database specific optimization in its distribution
  17. 17. (c) 2018 kagesenshi.org Page 20 / 24 Evolution ofRHL, RHEL,Fedora, Centos Red Hat Linux Red Hat Enterprise Linux Around 2002/2003, Red Hat decided to split Red Hat Linux 9 into 2 separate distribution, where one distribution would be community led and another controlled by RH. Fedora Linux was created to allow community to rapidly add enhancements and innovations on top RHL codebase without the corporate control of Red Hat. A new Fedora release is created every 6 months by the community. Red Hat Enterprise Linux was created to provide a very stable base for Red Hat enterprise customers, where RH controls what goes into the distribution Every 3 years a snapshot of Fedora is stabilized by Red Hat to create next version of RHEL CentOS was founded to cater to the need in the community for a stable (ie: slow changing), community enterprise OS which Fedora does not provide Today CentOS is used by Red Hat as the platform for their middleware and cloud stack layer community innovation to happen (eg: Openshift, Openstack, etc) because for development of cloud stack layer softwares, Fedora moves a bit too fast.
  18. 18. (c) 2018 kagesenshi.org Page 21 / 24 Hortonworks (Company) Apache Foundation (Community) CaseStudy:Hadoop, Hortonworks& Cloudera Hadoop Project Hortonworks Data Platform Spark Project Sqoop Project Other Hadoop Distribution Components Cloudera (Company) Cloudera Data Hub Microsoft (Company) HDInsights IBM (Company) Big Insights Hortonworks creates its Hadoop distribution using 100% open source components from Apache Foundation Cloudera creates its Hadoop distribution using its proprietary components, and components from Apache Foundation IBM and Microsoft utilizes HDP to power their Hadoop offerings
  19. 19. (c) 2018 kagesenshi.org Page 22 / 24 Red Hat Sponsored Communities (Community) Red Hat (Company) JBOSS Community (Community) Case Study: Several Other Red Hat Products WildFly Red Hat Decision Manager Teiid jBPM Drools JBOSS Data Virtualization JBOSS Application Server Red Hat FUSE Apicurio Hawtio Syndesis Apache Foundation (Community) CXF Camel Karaf Alongside their enterprise product which are derived from upstream Open Source communities, Red Hat also creates their own software which they release as Open Source and create an upstream community for it Fedora Project (Community) Fedora 389 Alongside Fedora Linux, the Fedora community also works on emerging technologies and one of it was the Fedora 389 Directory Server Red Hat Identity Manager
  20. 20. (c) 2018 kagesenshi.org Page 23 / 24 Apple (Company) FreeBSD (Community) Case Study:AppleMac OSX FreeBSD Ports MacPorts OSX OpenDarwin (Community) OpenDarwin Kernel Other Communities (Community) Hundreds of Open Source Software Apple OSX is actually a loose derivative of FreeBSD, with many Apple's own proprietary softwares and graphical interface in it
  21. 21. (c) 2018 kagesenshi.org Page 24 / 24 Case Study:MySQL, MariaDB &PERCONA MySQL AB (Company) MySQL Sun Microsystem (Company) MySQL Oracle (Company) MySQL MariaDB Foundation (Community) MariaDB MariaDB AB (Company) MariaDB Enterprise Percona (Company) Persona Server For MySQL MySQL Enterprise MySQL Enterprise MySQL Enterprise Sun acquires MySQL AB Oracle acquires Sun MariaDB forked out of MySQL when Oracle acquired Sun by the founders of MySQL AB Percona is a company that have been providing MySQL support and professional services since the days of MySQL AB. Persona Server provides open source management tools for MySQL MySQL AB controlled the community development of MySQL, and also provides MySQL Enterprise with proprietary management tools MariaDB, while originally based off MySQL, have diverged far from MySQL where it now mainly focus in providing database for cloud based database deployments. The 2 databases are no longer guarantees compatible with each other MariaDB AB provides MariaDB enterprise support and proprietary management tools for MariaDB
  22. 22. (c) 2018 kagesenshi.org Page 25 / 24 DoI HaveToUseEnterprise Product? Are you going to use it professionally or as hobbyist? Are you using it for R&D or for production? Do you have any regulations or policies against using software without warranty or internal expertise in production? Do you need stable (rarely changes) base software with enterprise grade support from external experts? Do you have the budget to pay for the external services? Professionally Production No Yes Recommended Required Yes Not necessary No No Production Research & Development Yes * Of course, standard disclaimer applies: You get what you pay for. The software as-is, without support nor warranty, and you have to self support and handle your own warranty
  23. 23. (c) 2018 kagesenshi.org Page 26 / 24 BeyondFree& Open SourceSoftware ● FOSS culture triggers major change in modern human innovation culture – Free culture movement – Open knowledge movement – Creative commons – Open Data – Open API – Open Hardware – Open design movement – Pirate Party – .. and many others ● Companies are also tapping into crowdsourcing and community building for innovating their products through Open Sourcing them or providing Open API. – Raspberry Pi, OLPC, Kano computer kit, etc ● The culture of sharing and collaborative content creation and innovation is here to stay
  24. 24. Thank You

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