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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
Martin Ertl
Martin Ertl
Lawyer & Entrepreneur
Martin Ertl
       Lawyer & Entrepreneur
Co-founder of Navarik & Contractually
Martin Ertl
          Lawyer & Entrepreneur
   Co-founder of Navarik & Contractually
15+ years of contract & license management
                experience
Zak Greant
Zak Greant
FLOSS Project Veteran
Zak Greant
         FLOSS Project Veteran
FSF, OSI, MySQL, Mozilla, PHP & WikiMedia
Zak Greant
             FLOSS Project Veteran
   FSF, OSI, MySQL, Mozilla, PHP & WikiMedia
10+ years of FLOSS license management experience
This is Not
Legal Advice
Who Are You?
Who Are You?
Role? (Developer, Manager, Other)
Who Are You?
   Role? (Developer, Manager, Other)
Organization? (Corp., Non-profit, Project)
Who Are You?
   Role? (Developer, Manager, Other)
Organization? (Corp., Non-profit, Project)
    Status? (Just starting, on fire, …)
Managing Free Software and Open Source Licensing
Managing Free Software and Open Source Licensing
Managing Free Software and Open Source Licensing
Copyright Basics
Copyright Basics
  A limited monopoly granted to the creator of an
artistic, literary or scientific work in a fixed medium.
Copyright Basics
  A limited monopoly granted to the creator of an
artistic, literary or scientific work in a fixed medium.
                        Copy
Copyright Basics
  A limited monopoly granted to the creator of an
artistic, literary or scientific work in a fixed medium.
                        Copy
              Modify (Derivative Work)
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
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
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
Whose Copyright?
Whose Copyright?
     Contractor
     Employee
     Contributor
Whose Copyright?
        Contractor
         Employee
        Contributor
  Employee-as-Contributor
Whose Copyright?
        Contractor
         Employee
        Contributor
  Employee-as-Contributor
  Employer-as-Contributor
Patents & Trademarks
Patents & Trademarks
     … are not copyright
Licensing Basics
Licensing Basics
   Assign vs. License
Litigation Issues
Litigation Issues
    Who can sue?
FLOSS
Licensing Overview
FLOSS
 Licensing Overview
FLOSS Licenses are just Software Licenses
Permissive Licenses
Permissive Licenses
     New BSD License
Permissive Licenses
     New BSD License
       MIT License
Permissive Licenses
     New BSD License
       MIT License
     Apache License
Copyleft Licenses
Copyleft Licenses
GNU General Public License (GPL)
Copyleft Licenses
GNU General Public License (GPL)
  Mozilla Public License (MPL)
Copyleft Licenses
   GNU General Public License (GPL)
      Mozilla Public License (MPL)
GNU Lesser General Public License (LGPL)
Copyleft Licenses
   GNU General Public License (GPL)
      Mozilla Public License (MPL)
GNU Lesser General Public License (LGPL)
              Affero GPL
Copyleft vs. the World
Copyleft vs. the World
        Proprietary
Copyleft vs. the World
        Proprietary
         FLOSS
FLOSS
Licensing Strategies
FLOSS
Licensing Strategies
       Individual
FLOSS
Licensing Strategies
       Individual
        Project
FLOSS
Licensing Strategies
       Individual
        Project
       Corporate
Individual
Individual
Adapt vs. Create
Individual
           Adapt vs. Create
Issues (Control, Shared Effort, Visibility)
Individual
           Adapt vs. Create
Issues (Control, Shared Effort, Visibility)
 Employment (Contract Exceptions)
Individual
           Adapt vs. Create
Issues (Control, Shared Effort, Visibility)
 Employment (Contract Exceptions)
   Licenses (Permissive v. Copyleft)
Project
Project
Administration
Project
Administration
    Intake
Project
Administration
    Intake
   Reuse
Project
Administration
    Intake
   Reuse
   Defence
Project
Administration
    Intake
   Reuse
   Defence
Project
Administration
    Intake
   Reuse
   Defence
Corporate
Corporate
Adapt vs. Create
Corporate
           Adapt vs. Create
Issues (Control, Shared Effort, Visibility)
Corporate
           Adapt vs. Create
Issues (Control, Shared Effort, Visibility)
 Employment (Contract Exceptions)
Corporate
           Adapt vs. Create
Issues (Control, Shared Effort, Visibility)
  Employment (Contract Exceptions)
Licenses (Permissive v. Copyleft v. Dual)
Contributor Licensing
 Agreements (CLAs)
Risks
FLOSS Licensing
Best Practices
## 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 ##
Licensing Audit
Managing License Compliance
Discussion
Getting FLOSS Buy-in
Prefer simple, permissive licenses.

Make sure you know what you are doing
   before you ship copylefted work.
Distribution is the highest risk.
More distribution == more risk.
Free Software and Open Source
   licenses do not affect the data
processed by the licensed software.
Play by the rules.
It’s cheaper & better.
licensing@fsf.org

martin@contractual.ly

  zak@greant.com

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Managing Free Software and Open Source Licensing

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