IGNITING RAPID INNOVATION AND GROWTH THROUGH COMMUNITY Black Duck Software, Inc. All Rights Reserved.

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1 IGNITING RAPID INNOVATION AND GROWTH THROUGH COMMUNITY 2014 Black Duck Software, Inc. All Rights Reserved.

2 SPEAKERS Jonathan Bryce Executive Director OpenStack Foundation Mark Radcliffe Partner at DLA Piper General Counsel for OSI Legal Advisor to OpenStack Foundation Phil Odence Vice President of Corporate and Business Development Black Duck Black Duck Software, Inc. All Rights Reserved. Karen Copenhaver Partner at Choate Hall & Stewart Counsel for the Linux Foundation

3 OVERVIEW Market Trends OpenStack Structure & Governance Culture & Innovation Engagement with Commercial Enterprises How to Get Involved Black Duck Software, Inc. All Rights Reserved.

4 SOFTWARE IS EATING THE WORLD. MARC ANDREESSEN Black Duck Software, Inc. All Rights Reserved.

5 AND OPEN SOURCE IS INCREASING ITS APPETITE. Black Duck KnowledgeBase Black Duck Software, Inc. All Rights Reserved.

6 THE RULES OF THE GAME ARE CHANGING How is innovation achieved today? Not in isolation Not on a blank page Not random inspiration Innovation is now a social construct facilitated by technology and communities Each community learns from others Black Duck Software, Inc. All Rights Reserved.

7 COMMUNITY METHODS ARE BEING BROUGHT IN HOUSE Black Duck Software, Inc. All Rights Reserved.

8 IT S CHANGING ENTIRE INDUSTRIES Financial Services Mobile Healthcare Automotive Aerospace Polarsys Infrastructure The Apache Foundation The Foundation Black Duck Software, Inc. All Rights Reserved.

9 OPENSTACK CLOUD PLATFORM All projects licensed under Apache Black Duck Software, Inc. All Rights Reserved.

10 OPENSTACK IS AN ECOSYSTEM OF 13 PROJECTS Black Duck Software, Inc. All Rights Reserved.

11 OPENSTACK: SUCCESS BY THE NUMBERS Code Commits Per Month Commit growth in last year (August-to-August): Main OpenStack project more than doubled, growing 102% Across all 13 projects, commits grew 86% Black Duck Software, Inc. All Rights Reserved.

12 OPENSTACK: SUCCESS BY THE NUMBERS Contributor growth in the last year (August-to-August): Main OpenStack project more than doubled, growing 119% Across all 13 projects, contributors grew 85% Black Duck Software, Inc. All Rights Reserved.

13 OPENSTACK FOUNDATION MISSION The OpenStack Foundation is an independent body providing shared resources to help achieve the OpenStack Mission by Protecting, Empowering, and Promoting OpenStack software and the community around it, including users, developers and the entire ecosystem Black Duck Software, Inc. All Rights Reserved.

14 ROAD TO THE OPENSTACK FOUNDATION October 2011 Announced plans to launch independent Foundation in 2012 April companies announce support for Foundation; form Drafting Committee July 18, 2012 Final legal documents posted for ratification Sept 19, 2012 OpenStack Foundation Launch! July 2010 OpenStack community established Jan/Feb 2012 Created framework for Foundation as a community June/July 2012 Drafting committee produces and publishes three rounds of legal documents August 2012 Individual & Gold Director elections; first Board of Directors meeting Black Duck Software, Inc. All Rights Reserved.

15 FOUNDATION APPROACH Provide a permanent legal home for OpenStack, with broad industry support and the resources to support OpenStack s success While preserving what s working a.k.a. the OpenStack Way Technical people making technical decisions based on merit Dedicated resources building the community and ecosystem A strong ecosystem of companies making money Encouraging and rewarding contribution in all forms Black Duck Software, Inc. All Rights Reserved.

16 MEMBERSHIP OF THE FOUNDATION: THREE TYPES Individual Members participate in the community on their own or as part of their paid employment. It s free to join as an Individual Member and Individual Members have the right to run for, and vote for, a number of leadership positions. Platinum Members are companies that make a significant and strategic commitment to OpenStack in funding ($500k/year with 3 year commitment) and resources. Each of the eight Platinum Members each appoint a representative to the Board of Directors. The Platinum Membership size is fixed at 8 members. Gold Members are companies that provide funding and resources, but at a lower level than Platinum Members, and fees are on a sliding scale ($50k-$200K) based on.025% of revenue. (<200M in rev is $50k/year, >800M=$200k) Gold Members as a class elect eight representatives to the Board. The Gold Membership size is capped at 24 members. The first 16 members vote in the 2014 election, the final 8 begin voting in Black Duck Software, Inc. All Rights Reserved.

17 MEMBERSHIP AS OF OCTOBER 2013 Individual Members Over 12,000 Members from 130+ Countries And 1,000+ Organizations Platinum Members (All 8 slots filled) Gold Members (16 of 24 slots filled) Black Duck Software, Inc. All Rights Reserved.

18 BOARD OF DIRECTORS Responsibilities Oversees Foundation operations Sets overall budget & goals Advocates for the Foundation and the entire OpenStack community Membership Individual Members elect 1/3 of the seats (8) Gold Members elect 1/3 of the seats (8) Platinum Members appoint 1/3 of the seats (8) Members must follow a code of conduct, committing to advancing OpenStack, staying active in the community, and performing their duties with integrity No one company may employ more than two board members Black Duck Software, Inc. All Rights Reserved.

19 PROJECT TECHNICAL LEADS Responsibilities Manage day to day operations for their project Drive the project goals Make tough calls and resolve disputes when needed Also serve on the Technical Committee Membership Each OpenStack Core project elects one PTL Elected by Active Project Contributors Original Nova PTL Vish Ishaya Serve six month term through release cycle, but can be re-elected indefinitely Black Duck Software, Inc. All Rights Reserved.

20 TECHNICAL COMMITTEE Responsibilities Evolution of the Project Policy Board (PPB) Independent and meritocratic, responsible for software development and direction Set technical policies that cross projects Determine which new projects are incubated Determine which incubated projects should become integrated into OpenStack releases Membership Fully elected by Active Technical Contributors and Active Project Contributors Elected on a staggered basis every 6-months for one-year terms Black Duck Software, Inc. All Rights Reserved.

21 USER COMMITTEE Responsibilities New committee established to advocate for users with Board of Directors and Technical Committee Close the feedback loop to make sure we re developing software that is meeting user needs Membership Tim Bell of CERN appointed by Board to establish committee Ryan Lane of Wikimedia appointed by Technical Committee JC Martin of ebay selected by Ryan & Tim Mix of enterprise, service provider and govt/academic research users Black Duck Software, Inc. All Rights Reserved.

22 FOUNDATION STAFF & ROLES Executive Director hires & manages staff, reports to Board Small, globally distributed team of employees Employed positions are focused on coordinating the larger community resources in an independent way (e.g. testing infrastructure, community management, marketing/event management) Legal affairs are handled by independent attorneys managed by Foundation staff Black Duck Software, Inc. All Rights Reserved.

23 EXAMPLE FOUNDATION SERVICES Large scale testing and continuous integration coordination Tools to help developers contribute code easily Event management (Summit & Conf, other regional events) Legal (CLA process, trademark management & defense) Educational resources to help developers, sys admins, users, CIOs, evaluate and implement OpenStack Promotion of the OpenStack brand, including webinars, case studies, TCO studies, user interviews, and press outreach for member companies to leverage when promoting their OpenStack-powered products Promotion of ecosystem building OpenStack businesses "State of OpenStack reports covering topics like the OpenStack Jobs outlook, OpenStack economic impact Black Duck Software, Inc. All Rights Reserved.

24 IF YOU BUILD IT, THEY WILL People in your company won t get it People outside your company won t get it Someone in the FOSS community will tell you you're DOING IT ALL WRONG!!! Someone will want automatic elite status There will be a very vocal subset that will always find something they don t like And more! Black Duck Software, Inc. All Rights Reserved.

25 NURTURE A COMMUNITY AND CULTURE Create lots of connection points Make it fair, open, equal Give individuals opportunities Take your time and allow the community to develop Adjust, listen, adjust, listen Be very careful about what you make permanent Black Duck Software, Inc. All Rights Reserved.

26 RECRUIT HELP WITH MARKETING AND BIZ DEV Bring in other businesses, especially competitors Show people the opportunity Tell a story Be creative about finding others whose goals are aligned Make room for other leaders Black Duck Software, Inc. All Rights Reserved.

27 GETTING INVOLVED IN OPENSTACK How to Get Started with OpenStack: How to Contribute: Join the Mailing Lists: Find an Upcoming Event: Black Duck Software, Inc. All Rights Reserved.

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