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O S ! pen
Respecting Open Source Licenses ! Open Source in Large Companies Specific Challenges – Re-usable Solutions Open Source CompLianCe @ Deutsche Telekom Karsten Reincke Challenge for Companies OSL! R Solutions @ Telekom Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary Open Source thinks the other way round: You ever have to know, what you have to do! (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source “PAYING” BY DOING 2014-10-08 2 Challenge for Companies Solutions @ Telekom OSL! R Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary Open Source thinks the other way round: You ever have to know, what you have to do! “Free 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.” sale (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source §1 of the Open Source Definition* 2014-10-08 3 Challenge for Companies OSL! R Free Redistribution Source Code Derived Works Integrity of The Author's Source Code 5. No Discrimination Against Persons or Groups 6. No Discrimination Against Fields of Endeavor 7. Distribution of License 8. License Must Not Be Specific to a Product 9. License Must Not Restrict Other Software 10. License Must Be Technology-Neutral Solutions @ Telekom Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary Open Source thinks the other way round: You ever have to know, what you have to do! Lizenz Lizenz License 1. 2. 3. 4. OSI Lizenz Lizenz OS-Licence (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source ~ Lizenz Lizenz XYZ-Licence http://opensource.org/osd OS-Software XYZ-Software 2014-10-08 4 Challenge for Companies OSL! R Solutions @ Telekom Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary Open Source Initiative maintains the rules: You ever have to know, what you have to respect! The world of software licenses Open Source Initiative 69 OSI approved licenses OSI Licence Review Process Process declare the used declare the used + os components os components + deliver the deliver the CDDL code of the used code o thef EPL os components used os EUPL + strong OSI approved weak compodeliver the LGPL copycopyAGPL core licenses nents code of the left MPL left on-top permissive + GPL developMsRL ment X BSDBSD-2CL MIT PgL + ApacheApache-2.0 MsPL PHPX PHP-3.0 (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source OSI Licence Review Process Process BSDBSD-3CL declare the used os components + x open source licenses http://opensource.org/approval 2014-10-08 5 Challenge for Companies OSL! R 69 Solutions @ Telekom Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary Open Source Initiative maintains the rules: You ever have to know, what you have to respect! >5 > 345 (with respect to 2012-05-11) OSI certified ‘use’, ‘modify’, ‘distribute’, ‘modify & distribute’, ‘embed’ as more or less similar lists of required actions as Open Source Licenses Open Source Use Cases Fulfilling Task Lists * http://www.opensource.org/licenses/alphabetical 2014-10-08 (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source 6 Challenge for Companies Solutions @ Telekom OSL! Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary Open Source thinks the other way round: R Respect the rules and you are allowed to use, to modify, and to distribute … determine find (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source describe do 2014-10-08 7 Challenge for Companies OSL! R Solutions @ Telekom Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary Open Source thinks the other way round: Respect the rules and you are already allowed to use, to modify, and to distribute the results! (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source WHO SHALL DO / ENSURE THAT? WHY is it a challenge for large Companies? 2014-10-08 8 Challenge for Companies OSL! R Solutions @ Telekom Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary Open Source thinks the other way round: Respect the rules and you are already allowed to use, to modify, and to distribute the results! (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source the larger the company, the more products, the more open source software, the more compliance aspects the more cost & the more complexity in the supply chain 2014-10-08 9 Nature of Open Source Challenge for Companies OSL! R Solutions @ Telekom Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary Open Source Use Cases and the open source supply chain You ever have to know, what you have to do! end user (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND open source area of the internet reseller supplier 2013-12-05 10 Challenge for Companies Solutions @ Telekom OSL! Open Source Review Board process Xtra Challenge: Maven Xtra Challenge: AGPL Summary Solution 1: Centralize an internal team of experts R the Telekom internal Xtra Challenge: JS named the (Telekom) Open Source Review Board The 6 Steps of Handling an Open Source License Support Request CaseCase-Analysis documented anyone Support Request OSRB Sponsor Selection sponsor experts Sponsor Analysis fast Informal Support Request Solution documented Open Discussion OSRB Final Discussion (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source sponsor Solution Transfer thoroughly Preliminary Solution Statement Final Solution Statement 2014-10-08 11 Nature of Open Source Challenge for Companies OSL! R Solutions @ Telekom Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary Solution 2: Develop an Open Source License Compendium … … for enabling the employees to manage the standard cases independently The free • • • • is commonly developable because of its LaTeX/BibTex nature is publicly hosted as a GitHub project: https://github.com/dtag-dbu/oslic is licensed under CC BY-SA 3.0 DE is open to be collaboratively developed together with the community http://opensource.telekom.net/oslic oslic 2014-10-08 12 (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Open Source License Compendium Li Nature of Open Source Challenge for Companies Solutions @ Telekom OSL! Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary Solution 3: additionally develop an interactive version R … to facilitate the use of the complex rules The sibling of OSLiC, the • • • • is commonly developable: a php / pythonweb application is publicly hosted as a GitHub project: https://github.com/dtag-dbu/oscad is licensed under AGPL is open to be collaboratively developed together with the community http://opensource.telekom.net/oscad oscad demo or die! 2014-10-08 13 (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Open Source Compliance Advisor Ad Challenge for Companies Solutions @ Telekom Xtra Challenge: JS Xtra Challenge: Maven OSL! Xtra Challenge: AGPL Summary Be invited, be welcome! R We want to collaborate. http://opensource.telekom.net net/ net (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source 2014-10-08 14 Nature of Open Source Challenge for Companies OSL! R Solutions @ Telekom Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary Be patient, be realistic! Sometimes, there is no best way – even in the world of open source software. (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Tragedy what ever you do, it is wrong! 2014-10-08 15 Challenge for Companies OSL! R Solutions @ Telekom Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary Be patient, be realistic! Sometimes, you have to manage unsolvable challenges (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source … so, manage your risk! 2014-10-08 16 Nature of Open Source Challenge for Companies OSL! Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of java script! An unsolvable challenge and the second best solution. “jQuery is a fast, small, and feature-rich JavaScript library. (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND R Solutions @ Telekom It makes things like HTML document traversal and manipulation, event handling, animation, and Ajax much simpler with an easy-to-use API that works across a multitude of browsers.” http://jquery.com/ 2014-10-08 17 Challenge for Companies OSL! R Solutions @ Telekom Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of java script! An unsolvable challenge and the second best solution. (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source 2014-10-08 18 Nature of Open Source Challenge for Companies Solutions @ Telekom OSL! Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of java script! R (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND An unsolvable challenge and the second best solution. http://jquery.com/download/ compressed (production) uncompressed (development) 2014-10-08 19 Challenge for Companies Solutions @ Telekom OSL! R Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of java script! An unsolvable challenge and the second best solution. https://jquery.org/license/ (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source „ […] The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. […]” http://opensource.org/licenses/MIT 2014-10-08 20 Challenge for Companies Solutions @ Telekom Xtra Challenge: JS OSL! Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of java script! R An unsolvable challenge and the second best solution. (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source no permission note ! http://code.jquery.com/jquery-2.1.1.min.js compressed (production) http://code.jquery.com/jquery-2.1.1.js uncompressed (development) 2014-10-08 21 Challenge for Companies Solutions @ Telekom OSL! Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of java script! R An unsolvable challenge and the second best solution. • • Use the libs as they are delivered by the authors • Advantage: No unnecessary modification • Disadvantage: incompliant use (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source Expand the code by the parts required by the MIT license • Advantage: compliant use • Disadvantage: unnecessary modification & traffic load 2014-10-08 22 Challenge for Companies Solutions @ Telekom OSL! Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of java script! R An unsolvable challenge and the second best solution. We asked the OSI mailing list for guidance (http://projects.opensource.org/pipermail/licensediscuss/2014-January/001418.html). (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source We got an answer by Mr. Sullivan, director of the FSF (http://projects.opensource.org/pipermail/licensediscuss/2014-January/001423.html), stating • that even RMS discussed this issue (java script trap) & • that even the FSF votes for a link based solution : the license text is not directly included into the package but delivered by an extra request.. 2014-10-08 23 Challenge for Companies Solutions @ Telekom Xtra Challenge: JS OSL! Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of java script! R An unsolvable challenge and the second best solution. We asked the OSI mailing list for guidance [….] Therefore all pages of (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source http://opensource.telekom.net/ [ oslic | oscad ] should contain a link to a page describing the used FLOSS components and the required information 2014-10-08 24 Nature of Open Source Challenge for Companies OSL! Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of maven! An unsolvable challenge and the second best solution. “Apache Maven is a software project management and comprehension tool [for Java development tasks]. (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND R Solutions @ Telekom Based on the concept of a project object model (POM), Maven can manage a project's build, reporting and documentation from a central piece of information.” http://maven.apache.org/ 2014-10-08 25 Challenge for Companies Solutions @ Telekom OSL! Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of maven! R An unsolvable challenge and the second best solution. (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source maven pom file “POM stands for “Project Object Model”. It is an XML representation of a Maven project held in a file named pom.xml. [… It] contains configuration files, as well as […] the project’s dependencies […]” http://maven.apache.org/pom.html 2014-10-08 26 Challenge for Companies Solutions @ Telekom Xtra Challenge: JS OSL! Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of maven! R An unsolvable challenge and the second best solution. (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source clean … install Internet maven pom file 2014-10-08 27 Challenge for Companies Solutions @ Telekom OSL! Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of maven! R An unsolvable challenge and the second best solution. But then you do not know / consider • • • from where the packages you use come their level of quality concerning the OS compliance their licenses (may be embedded strong copyleft? 2014-10-08 28 (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source Challenge for Companies Solutions @ Telekom OSL! Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of maven! R An unsolvable challenge and the second best solution. • Distribute only your source code and the maven pom files • • • Use maven as it is intended to be used • • • Advantage: The user has to fulfill the licenses Disadvantage: not very customer friendly (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source Advantage: Maven does what otherwise you have to do Disadvantage: probably incompliant distribution Close the repository, repository synch the pom file to the gathered versions, in all gathered packages add / improve all parts with respect to the needs of the license • • Advantage: compliant use Disadvantage: you are using maven in the spirit of ant 2014-10-08 29 Challenge for Companies Solutions @ Telekom OSL! Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of maven! R An unsolvable challenge and the second best solution. • Distribute only our source code and the maven pom files • • • • Advantage: Advantage The user has to fulfill the licenses Disadvantage: not very customer friendly Acceptable: in case of real developer releases (git) (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source Close our repository, synch our pom file to the gathered versions, repair all gathered packages that do not fulfill their own license requirements • • • Advantage: compliant use Disadvantage: you are using maven in the spirit of ant Acceptable [?]: [?]: in case of rarely published binary versions 2014-10-08 30 Nature of Open Source Challenge for Companies OSL! Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of the AGPL! An unsolvable challenge and the second best solution. The GNU Affero General Public License is the open source license for cloud software (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND R Solutions @ Telekom It contains nearly the same text like the GPL-3 - except §13, the “Remote Network Interaction”: “[…] if you modify the Program, your modified version must prominently offer all users interacting with it remotely through a computer network […] an opportunity to receive the Corresponding Source of your version by providing access to the Corresponding Source from a network server at no charge […] http://www.gnu.org/licenses/agpl.html §13 2014-10-08 31 Nature of Open Source Challenge for Companies OSL! Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of the AGPL! An unsolvable challenge and the second best solution. (Un)Fortunately, the AGPL3 and the GPL3 are very clear when they talk about the “Corresponding Source” : (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND R Solutions @ Telekom “The ‘Corresponding Source’ for a work […] means all the source code needed to generate, install, and (for an executable work) run the object code and to modify the work, including scripts to control those activities. However, it does not include the work's System Libraries, or general-purpose tools or generally available free programs which are used unmodified in performing those activities but which are not part of the work”. http://www.gnu.org/licenses/agpl.html §1 2014-10-08 32 Challenge for Companies Solutions @ Telekom Xtra Challenge: JS OSL! Xtra Challenge: AGPL Summary The tragedy of the AGPL! R PYTHON LIB Xtra Challenge: Maven An unsolvable challenge and the second best solution. (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source Corresponding Source generally available free programs which are used unmodified in performing those activities but which are not part of the work System Libraries & general-purpose tools 2014-10-08 33 Challenge for Companies Solutions @ Telekom Xtra Challenge: JS OSL! Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of the AGPL! R An unsolvable challenge and the second best solution. • • Deliver OSCAd and a complete python distribution • Advantage: compliant use • Disadvantage: impracticable scope (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source Deliver only OSCAd • Advantage: a practicable scope • Disadvantage: incompliant use 2014-10-08 34 Challenge for Companies Solutions @ Telekom Xtra Challenge: JS OSL! Xtra Challenge: Maven Xtra Challenge: AGPL Summary The tragedy of the AGPL! R An unsolvable challenge and the second best solution. • We declared that in OSCAd 2.0 the AGPL does not cover the (basic) python script libraries • We could do that because we are • the initial authors • the copyright owners (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source 2014-10-08 35 Challenge for Companies OSL! R Solutions @ Telekom Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary Tragedies of Open Source … … can nevertheless be managed. (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source 2014-10-08 36 Nature of Open Source Challenge for Companies OSL! R Solutions @ Telekom Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary Be invited, be welcome! We want to collaborate. (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Many thanks for your time and attention! [email protected] http://www.oslic.org/ 2014-10-08 37 Challenge for Companies OSL! R • • • • • • • Solutions @ Telekom Xtra Challenge: JS Xtra Challenge: Maven Xtra Challenge: AGPL Summary references! for using elements compliantly. pictures of owls (public domain): • https://openclipart.org/detail/168873/owl-with-ebook-reader-by-bocian • https://openclipart.org/detail/168877/owl-with-notebook-by-bocian • https://openclipart.org/detail/168872/owl-with-derby-by-bocian parthenon icon (public domain): http://www.clker.com/clipart-250347.html tragedy mask (public domain): • https://openclipart.org/detail/181406/tragic-mask-by-liftarn-181406 • https://openclipart.org/detail/184850/comedy-and-tragedy-by-arvin61r58-184850 computer icons (public domain): • https://openclipart.org/detail/171422/server---linux-by-cyberscooty-171422 • https://openclipart.org/detail/166823/modern-desktop-by-gsagri • https://openclipart.org/detail/198693/mono_text_block-by-dannya • https://openclipart.org/detail/197312/mono_javascript-by-dannya MIT license logo :- http://opensourcetoday.org/wp-content/uploads/2014/02/256px-License_icon-mit.svg_.png File icons(public domain): • https://openclipart.org/detail/25559/JAVA-by-Andy g 2014-10-08 (c) K. Reincke, Deutsche Telekom AG - punlished under CC CC-BY-ND Nature of Open Source 38