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Better Software 2011




Software Open-Source in ambito industriale:
           opportunità e rischi

                 Claudio Scordino
           c.scordino@evidence.eu.com
                    Evidence Srl
Introduction
My background...
• My name: Claudio Scordino
• Education:
   – 2003 Master degree in Computer Engineering
   – 2007 PhD in Computer Science
• Work:
  – 2006-2008: Linux kernel developer at Evidence Srl
       • 2008-2010: Code merged in the mainline Linux kernel
   – 2008-2011: Project Manager at Evidence Srl
       • 2011: ScrumMaster certification

   Evidence Srl: we make firmware and software for embedded,
                  real-time and complex systems

                                     3
Outline
• Open Source and the business model
• Overview of the most common open-source licenses
• Reusing existing open-source code
   – Opportunities
   – Risks
• Releasing our code as open-source
   – Opportunities
   – Risks
• Summary




                               4
Open Source and the business model
• Open-Source does not mean "no money"
• Several companies make money working with Open-Source
  projects. Examples:
   – Google (Android, Googletest, Chrome, etc.)
   – Redhat, IBM


• Other companies, instead, had troubles with their strategy:
   – Nokia
   – Mandrake/Mandriva
                                                Choose the right
   – Ubuntu ?                                   business model!
   – Sun (acquired by Oracle)

                                 5
Open-Source licenses
Open Source licenses
• Several Open Source lisenses exist
   – See http://www.opensource.org
   – See http://www.gnu.org/philosophy/license-list.html
• Big differences between one license to another
• We will see three major open source licenses:
  – GPL
  – LGPL
  – BSD




                                7
GNU General Public License (GPL)
• Most popular license
• Published by the Free Software Foundation
• Allows to modify and redistribute (even sell) the code as long as
  the recipient maintains the same rights (access to the source
  code included)
• No warranty
• Modifications are and remain GPL
• Examples: Linux, U-Boot, Firefox




                                 8
GNU General Public License (GPL) (2)
• In practice:
   – The source code must be released to the end-user, if any
       • No obligation to release the source code to anybody else
   – GPL code cannot be used inside non-free code
       • Use of GPL libraries in non-free programs is forbidden
         (unless code is for "personal usage" and not distributed)
• Several versions available:
   – GPLv2:
       • The most used (e.g., Linux and U-Boot)
   – GPLv3:
       • Latest version
       • More restrictive (forbids deals about patent protection, hardware lock
         technologies and DRM)
                                      9
GNU Lesser General Public License (LGPL)
• Published by the Free Software Foundation
• Usually used for libraries
• More permissive than GPL: code can be linked to proprietary
  programs
   – The program linked to the LGPL code can be distributed under
     any chosen terms
• The recipient must be given the possibility of linking the program
  to a modified or newer version of the LGPL library
   – This restriction is unacceptable in some circumstances, so
     some projects prefer the GPL with linking exception license
• No warranty
• Examples: GTK and Qt libraries, Erika Enteprise RTOS
                                 10
BSD licenses
• Family of licenses
• Used for BSD by the Berkley university
• Redistribution in binary form is permitted
   – It only requires to acknowledge the original developers
   – More permissive than GPL and LGPL
• No warranty




                                11
Reusing Open-Source code
Reusing: the appealing opportunities
• Re-using existing open-source code presents a set of appealing
  opportunities:
   – Faster development with respect to code written from scratch
   – Lower costs (e.g., no royalties) with respect to commercial
     solutions
   – Lower (but not null) development costs
   – Free help and technical support by a development community
   – Possibility of having "branded products" (e.g., Android-based
     cellphones)
• Success stories: mobile manufacturers using Linux, Android, U-
  Boot


                                13
Reusing: some risks
• 1st issue: legal issues
   – E.g., Must your source code be redistributed ?
   – Read the licence carefully and think of all the possible
     scenarios to understand any possible legal issue.
   – In case the source code must be redistributed, you get all
     opportunities and risks of releasing your code as Open-
     Source. See the next part of the talk.
• 2nd issue: Lack of full knowledge of the system
   – Problem shown when unexpected behaviors/bugs happen
   – Remember that code may have not been properly tested
   – Allocate one full-time person to deeply study the software


                                 14
Reusing: some risks (2)
• 3rd issue: are you enough agile ?
   – Open-Source projects are characterized by rapid development
     cycles
      • On the Linux kernel, on average, 7267 lines of code added every day
   – "Old-style" companies can have troubles in following a fast
     development cycle
      • Usually because the amount of effort has been underestimated
   – Allocate one full-time person to keep in touch with the
     development community and to follow the development cycle




                                    15
Reusing: some risks (3)
• 4th issue: how much being updated ?
   – Fix bugs and security holes as soon as possible
       • When facing a problem/bug, synchronize with the latest version
         before asking help to the development community
       • Consider letting people hacking the device when this is not a real
         problem (e.g., cellphones)
   – Suggestion: when a stable and working system is reached,
     evaluate if being aligned with the next versions is the right
     choice
       • Regressions are likely to happen and for mature products it's not
         worth the trouble!




                                      16
Releasing as Open-Source code
Releasing: interesting opportunities
• Releasing our code as Open-Source can have a set of advantages
  as well:
   – Create a development community that can provide help and
     support for free
   – Better code: more people review and improve the code
   – Lower development/maintainance costs
   – Boost collaboration with other research institutes or other
     companies, reducing the effort/costs
   – Enter new markets: change your business model from product
     to service to enter a market characterized by closed-source
     products


                               18
Releasing: interesting opportunities (2)
– Customers of a software product have more trust: they get
  the source code to be able of fixing possible technical issues
  even in the long term
– Positive image of the company
   • Example: Google
   • Free advertising
   • Easier to hire talented developers




                                  19
Releasing: some risks
• 1st issue: loss of strategic competitive advantage ?
   – Evaluate the market and your main competitors!




                                20
Releasing: some risks (2)
• 2nd issue: decide how to drive your business model:
   – Often this implies changing from product to consultancy
   – Think about using a dual-license model to investigate if it is
     possible to have advantages of both worlds (i.e., commercial
     and open-source)
       • Good way to explore the market and to evaluate the strategy
   – Remember that once the source code is public, it is possible
     to go back but somebody could start a fork of the project




                                    21
Releasing: some risks (3)
• 3rd issue: future legal issues
   – Choose the right license carefully and think of all the possible
     scenarios
   – Choose one of the major existing licenses
       • Developers are afraid of licenses they don't know
       • Trying to inventing a new license is risky, because it requires a deep
         knowledge in this topic




                                       22
Releasing: some risks (4)
• 4th issue: evaluate the amount of effort needed
   – Coordination and collaboration with the community:
      • Consider time/effort to involve new developers through
        documentation, wikis, forums, and mailing lists.
   – Maintainance and technical support
      • Especially in the beginning phase, allocate a full-time person to
        answer technical questions and help people to get involved
   – Remember that developers stay away from projects that
     appear to be dead
      • The amount of "activity" of a project is evaluated through different
        metrics (e.g., number of emails/commits)




                                     23
Releasing: some risks (5)
• 5th issue: how much to drive development ?
   – If you do not enforce a direction, you may experience the loss
     of full control on the development
   – If you try to drive the development in a different direction
     than the one wanted by the community, there is the risk of a
     fork




                                 24
Summary
Summary
• Reusing Open-Source software in your product can really cut the
  development costs. However:
   1.   Read the license carefully and evaluate all possible scenarios
   2.   Remember to allocate at least one person full-time to study and test the
        software and to follow on-going development
   3.   Fix bugs and security holes immediately
   4.   For mature and stable products, don't jump to new versions

• Releasing your software as Open-Source may reduce development
  costs and improve your company's image. However:
   1.   Evaluate your new business model and if you are losing competitive
        advantage
   2.   Consider the effort for making documentation, wiki, forums, and mailing
        lists.

                                       26
Questions ?




     27

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Software Open Source in ambito industriale

  • 1. Better Software 2011 Software Open-Source in ambito industriale: opportunità e rischi Claudio Scordino c.scordino@evidence.eu.com Evidence Srl
  • 3. My background... • My name: Claudio Scordino • Education: – 2003 Master degree in Computer Engineering – 2007 PhD in Computer Science • Work: – 2006-2008: Linux kernel developer at Evidence Srl • 2008-2010: Code merged in the mainline Linux kernel – 2008-2011: Project Manager at Evidence Srl • 2011: ScrumMaster certification Evidence Srl: we make firmware and software for embedded, real-time and complex systems 3
  • 4. Outline • Open Source and the business model • Overview of the most common open-source licenses • Reusing existing open-source code – Opportunities – Risks • Releasing our code as open-source – Opportunities – Risks • Summary 4
  • 5. Open Source and the business model • Open-Source does not mean "no money" • Several companies make money working with Open-Source projects. Examples: – Google (Android, Googletest, Chrome, etc.) – Redhat, IBM • Other companies, instead, had troubles with their strategy: – Nokia – Mandrake/Mandriva Choose the right – Ubuntu ? business model! – Sun (acquired by Oracle) 5
  • 7. Open Source licenses • Several Open Source lisenses exist – See http://www.opensource.org – See http://www.gnu.org/philosophy/license-list.html • Big differences between one license to another • We will see three major open source licenses: – GPL – LGPL – BSD 7
  • 8. GNU General Public License (GPL) • Most popular license • Published by the Free Software Foundation • Allows to modify and redistribute (even sell) the code as long as the recipient maintains the same rights (access to the source code included) • No warranty • Modifications are and remain GPL • Examples: Linux, U-Boot, Firefox 8
  • 9. GNU General Public License (GPL) (2) • In practice: – The source code must be released to the end-user, if any • No obligation to release the source code to anybody else – GPL code cannot be used inside non-free code • Use of GPL libraries in non-free programs is forbidden (unless code is for "personal usage" and not distributed) • Several versions available: – GPLv2: • The most used (e.g., Linux and U-Boot) – GPLv3: • Latest version • More restrictive (forbids deals about patent protection, hardware lock technologies and DRM) 9
  • 10. GNU Lesser General Public License (LGPL) • Published by the Free Software Foundation • Usually used for libraries • More permissive than GPL: code can be linked to proprietary programs – The program linked to the LGPL code can be distributed under any chosen terms • The recipient must be given the possibility of linking the program to a modified or newer version of the LGPL library – This restriction is unacceptable in some circumstances, so some projects prefer the GPL with linking exception license • No warranty • Examples: GTK and Qt libraries, Erika Enteprise RTOS 10
  • 11. BSD licenses • Family of licenses • Used for BSD by the Berkley university • Redistribution in binary form is permitted – It only requires to acknowledge the original developers – More permissive than GPL and LGPL • No warranty 11
  • 13. Reusing: the appealing opportunities • Re-using existing open-source code presents a set of appealing opportunities: – Faster development with respect to code written from scratch – Lower costs (e.g., no royalties) with respect to commercial solutions – Lower (but not null) development costs – Free help and technical support by a development community – Possibility of having "branded products" (e.g., Android-based cellphones) • Success stories: mobile manufacturers using Linux, Android, U- Boot 13
  • 14. Reusing: some risks • 1st issue: legal issues – E.g., Must your source code be redistributed ? – Read the licence carefully and think of all the possible scenarios to understand any possible legal issue. – In case the source code must be redistributed, you get all opportunities and risks of releasing your code as Open- Source. See the next part of the talk. • 2nd issue: Lack of full knowledge of the system – Problem shown when unexpected behaviors/bugs happen – Remember that code may have not been properly tested – Allocate one full-time person to deeply study the software 14
  • 15. Reusing: some risks (2) • 3rd issue: are you enough agile ? – Open-Source projects are characterized by rapid development cycles • On the Linux kernel, on average, 7267 lines of code added every day – "Old-style" companies can have troubles in following a fast development cycle • Usually because the amount of effort has been underestimated – Allocate one full-time person to keep in touch with the development community and to follow the development cycle 15
  • 16. Reusing: some risks (3) • 4th issue: how much being updated ? – Fix bugs and security holes as soon as possible • When facing a problem/bug, synchronize with the latest version before asking help to the development community • Consider letting people hacking the device when this is not a real problem (e.g., cellphones) – Suggestion: when a stable and working system is reached, evaluate if being aligned with the next versions is the right choice • Regressions are likely to happen and for mature products it's not worth the trouble! 16
  • 18. Releasing: interesting opportunities • Releasing our code as Open-Source can have a set of advantages as well: – Create a development community that can provide help and support for free – Better code: more people review and improve the code – Lower development/maintainance costs – Boost collaboration with other research institutes or other companies, reducing the effort/costs – Enter new markets: change your business model from product to service to enter a market characterized by closed-source products 18
  • 19. Releasing: interesting opportunities (2) – Customers of a software product have more trust: they get the source code to be able of fixing possible technical issues even in the long term – Positive image of the company • Example: Google • Free advertising • Easier to hire talented developers 19
  • 20. Releasing: some risks • 1st issue: loss of strategic competitive advantage ? – Evaluate the market and your main competitors! 20
  • 21. Releasing: some risks (2) • 2nd issue: decide how to drive your business model: – Often this implies changing from product to consultancy – Think about using a dual-license model to investigate if it is possible to have advantages of both worlds (i.e., commercial and open-source) • Good way to explore the market and to evaluate the strategy – Remember that once the source code is public, it is possible to go back but somebody could start a fork of the project 21
  • 22. Releasing: some risks (3) • 3rd issue: future legal issues – Choose the right license carefully and think of all the possible scenarios – Choose one of the major existing licenses • Developers are afraid of licenses they don't know • Trying to inventing a new license is risky, because it requires a deep knowledge in this topic 22
  • 23. Releasing: some risks (4) • 4th issue: evaluate the amount of effort needed – Coordination and collaboration with the community: • Consider time/effort to involve new developers through documentation, wikis, forums, and mailing lists. – Maintainance and technical support • Especially in the beginning phase, allocate a full-time person to answer technical questions and help people to get involved – Remember that developers stay away from projects that appear to be dead • The amount of "activity" of a project is evaluated through different metrics (e.g., number of emails/commits) 23
  • 24. Releasing: some risks (5) • 5th issue: how much to drive development ? – If you do not enforce a direction, you may experience the loss of full control on the development – If you try to drive the development in a different direction than the one wanted by the community, there is the risk of a fork 24
  • 26. Summary • Reusing Open-Source software in your product can really cut the development costs. However: 1. Read the license carefully and evaluate all possible scenarios 2. Remember to allocate at least one person full-time to study and test the software and to follow on-going development 3. Fix bugs and security holes immediately 4. For mature and stable products, don't jump to new versions • Releasing your software as Open-Source may reduce development costs and improve your company's image. However: 1. Evaluate your new business model and if you are losing competitive advantage 2. Consider the effort for making documentation, wiki, forums, and mailing lists. 26