A presentation given at ApacheCon 2011 in Vancouver. Photos are sourced from: * http://commons.wikimedia.org/wiki/File:%D0%9F%D0%BE%D0%B6%D0%B0%D1%80_%D0%A2%D1%80%D0%BE%D0%B8%D1%86%D0%B5-%D0%98%D0%B7%D0%BC%D0%B0%D0%B9%D0%BB%D0%BE%D0%B2%D1%81%D0%BA%D0%BE%D0%B3%D0%BE_%D1%81%D0%BE%D0%B1%D0%BE%D1%80%D0%B0,_%D0%A1%D0%9F%D0%B1,_24.08.2006_-_%D0%B0%D0%BD%D0%B3%D0%B5%D0%BB%D1%8B.jpg * http://commons.wikimedia.org/wiki/File:%D0%A5%D1%80%D0%B0%D0%BC_%D0%A1%D0%BF%D0%B0%D1%81%D0%B0_%D0%BD%D0%B0_%D0%BA%D1%80%D0%BE%D0%B2%D0%B8_7.jpg * http://www.flickr.com/photos/smithsonian/2551094958

1. Managing Free Software &
Open Source Licensing
ApacheCon 2011 November 12th Vancouver, Canada
ApacheCon 2011 November 8th Vancouver, Canada
Martin Ertl &&Zak Greant
Martin Ertl Zak Greant

2. Martin Ertl

3. Martin Ertl
Lawyer & Entrepreneur

4. Martin Ertl
Lawyer & Entrepreneur
Co-founder of Navarik & Contractually

5. Martin Ertl
Lawyer & Entrepreneur
Co-founder of Navarik & Contractually
15+ years of contract & license management
experience

6. Zak Greant

7. Zak Greant
FLOSS Project Veteran

8. Zak Greant
FLOSS Project Veteran
FSF, OSI, MySQL, Mozilla, PHP & WikiMedia

9. Zak Greant
FLOSS Project Veteran
FSF, OSI, MySQL, Mozilla, PHP & WikiMedia
10+ years of FLOSS license management experience

10. This is Not
Legal Advice

11. Who Are You?

12. Who Are You?
Role? (Developer, Manager, Other)

13. Who Are You?
Role? (Developer, Manager, Other)
Organization? (Corp., Non-profit, Project)

14. Who Are You?
Role? (Developer, Manager, Other)
Organization? (Corp., Non-profit, Project)
Status? (Just starting, on fire, …)

18. Copyright Basics

19. Copyright Basics
A limited monopoly granted to the creator of an
artistic, literary or scientific work in a fixed medium.

20. Copyright Basics
A limited monopoly granted to the creator of an
artistic, literary or scientific work in a fixed medium.
Copy

21. Copyright Basics
A limited monopoly granted to the creator of an
artistic, literary or scientific work in a fixed medium.
Copy
Modify (Derivative Work)

22. Copyright Basics
A limited monopoly granted to the creator of an
artistic, literary or scientific work in a fixed medium.
Copy
Modify (Derivative Work)
Perform

23. Copyright Basics
A limited monopoly granted to the creator of an
artistic, literary or scientific work in a fixed medium.
Copy
Modify (Derivative Work)
Perform
Moral Rights

24. Copyright Basics
A limited monopoly granted to the creator of an
artistic, literary or scientific work in a fixed medium.
Copy
Modify (Derivative Work)
Perform
Moral Rights
License

25. Whose Copyright?

26. Whose Copyright?
Contractor
Employee
Contributor

27. Whose Copyright?
Contractor
Employee
Contributor
Employee-as-Contributor

28. Whose Copyright?
Contractor
Employee
Contributor
Employee-as-Contributor
Employer-as-Contributor

29. Patents & Trademarks

30. Patents & Trademarks
… are not copyright

31. Licensing Basics

32. Licensing Basics
Assign vs. License

33. Litigation Issues

34. Litigation Issues
Who can sue?

35. FLOSS
Licensing Overview

36. FLOSS
Licensing Overview
FLOSS Licenses are just Software Licenses

37. Permissive Licenses

38. Permissive Licenses
New BSD License

39. Permissive Licenses
New BSD License
MIT License

40. Permissive Licenses
New BSD License
MIT License
Apache License

41. Copyleft Licenses

42. Copyleft Licenses
GNU General Public License (GPL)

43. Copyleft Licenses
GNU General Public License (GPL)
Mozilla Public License (MPL)

44. Copyleft Licenses
GNU General Public License (GPL)
Mozilla Public License (MPL)
GNU Lesser General Public License (LGPL)

45. Copyleft Licenses
GNU General Public License (GPL)
Mozilla Public License (MPL)
GNU Lesser General Public License (LGPL)
Affero GPL

46. Copyleft vs. the World

47. Copyleft vs. the World
Proprietary

48. Copyleft vs. the World
Proprietary
FLOSS

49. FLOSS
Licensing Strategies

50. FLOSS
Licensing Strategies
Individual

51. FLOSS
Licensing Strategies
Individual
Project

52. FLOSS
Licensing Strategies
Individual
Project
Corporate

53. Individual

54. Individual
Adapt vs. Create

55. Individual
Adapt vs. Create
Issues (Control, Shared Effort, Visibility)

56. Individual
Adapt vs. Create
Issues (Control, Shared Effort, Visibility)
Employment (Contract Exceptions)

57. Individual
Adapt vs. Create
Issues (Control, Shared Effort, Visibility)
Employment (Contract Exceptions)
Licenses (Permissive v. Copyleft)

58. Project

59. Project
Administration

60. Project
Administration
Intake

61. Project
Administration
Intake
Reuse

62. Project
Administration
Intake
Reuse
Defence

63. Project
Administration
Intake
Reuse
Defence

64. Project
Administration
Intake
Reuse
Defence

65. Corporate

66. Corporate
Adapt vs. Create

67. Corporate
Adapt vs. Create
Issues (Control, Shared Effort, Visibility)

68. Corporate
Adapt vs. Create
Issues (Control, Shared Effort, Visibility)
Employment (Contract Exceptions)

69. Corporate
Adapt vs. Create
Issues (Control, Shared Effort, Visibility)
Employment (Contract Exceptions)
Licenses (Permissive v. Copyleft v. Dual)

70. Contributor Licensing
Agreements (CLAs)

71. Risks

72. FLOSS Licensing
Best Practices

73. ## BEGIN COPYRIGHT, LICENSING, VERSION AND WARRANTY INFO BLOCK ##
SOFTWARE NAME: eZ publish
SOFTWARE RELEASE: 3.6.2
BUILD VERSION: $Rev$
COPYRIGHT NOTICE: Copyright (C) 1999-2006 eZ systems AS
SOFTWARE LICENSE: eZ Proprietary Use License v1.0
NOTICE: >
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 ##

74. Licensing Audit

75. Managing License Compliance

76. Discussion

77. Getting FLOSS Buy-in

78. Prefer simple, permissive licenses.
Make sure you know what you are doing
before you ship copylefted work.

79. Distribution is the highest risk.
More distribution == more risk.

80. Free Software and Open Source
licenses do not affect the data
processed by the licensed software.

81. Play by the rules.
It’s cheaper & better.

82. licensing@fsf.org
martin@contractual.ly
zak@greant.com