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From: John Fischer <johnf@sac.sfbay.sun.com>
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Template Version: @(#)sac_nextcase 1.64 07/13/07 SMI
This information is Copyright 2008 Sun Microsystems
1. Introduction
    1.1. Project/Component Working Name:
	 Indiana fast track check list
    1.2. Name of Document Author/Supplier:
	 Author:  John Fischer
    1.3  Date of This Document:
	29 January, 2008
4. Technical Description
    See the case directory for more detail

6. Resources and Schedule
    6.4. Steering Committee requested information
   	6.4.1. Consolidation C-team Name:
		SAC
    6.5. ARC review type: FastTrack
    6.6. ARC Exposure: open


From John.Fischer@sun.com Tue Jan 29 16:45:06 2008
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Date: Tue, 29 Jan 2008 16:44:40 -0800
From: John Fischer <John.Fischer@sun.com>
Subject: LSARC/2008/061 - Indiana check list
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LSARC,

I am sponsoring this project for myself as a representative
of the ARC community and a C-Team producing many Indiana projects
in the near future.  The attached check list is also in the
project directory.  I have set a time out for Tuesday, February
5th, 2008.

As discussed at LSARC before the winter break this project
proposes a check list to help facilitate the review of the
Indiana projects.  The idea is that the various Indiana projects
will be able to use this check list to determine if the new
component can be approved automatic or needs a committee review.
After talking with a couple other committee members we noted
that the minimum requirements revolve around security and
installation location.  This document reflects that opinion.

Thanks,

John

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ICL--Indiana Check List
0.  Introduction
0.1 Document History
    Version   Author             Change
    0.1       John Fischer       Initial Draft
    0.2       John Fischer       Modified based upon feedback from ARC members
    
0.2 Purpose
    Architecture review at Sun has allowed the company to evolve our projects
    within multiple disjoint groups while still maintaining a cohesive product
    line.  Each architecture review was conducted within Sun's control.  With
    the advent of Free Open Source Software processes the control that Sun as
    a company can wield has been diminished.  Now that Sun is moving to a more
    fluid delivery mechanism with project Indiana we need to evolve the architecture
    review process.  This document is meant to aid in the architecture review process.
    Each new project must complete this check list to help ensure that the overall
    resulting product conforms to Sun product standards.  If the project deviates
    from these standards further review would be necessary by an architecture review
    committee.
1.0 Project Information
1.1 Name of project/component

1.2 Author of document

2.0 Project Summary
  2.1 Project Description
  
  2.2 Originating Community
    2.2.1 Community Name
    
    2.2.2 Community Involvement
      Indicate Sun's involvement in the community
      [ ] Maintainer
      [ ] Contributor
      [ ] Monitoring
      
      Will changes be feed back to the community?
      [ ] Yes 
      [ ] No - briefly explain
      
      Will we or are we forking from the community?
      [ ] Yes - ARC review required prior to forking
      [ ] No
      
    2.2.3 Licensing
      Indicate the license for the component(s)
      [ ] GPL
      [ ] Other
      
3.0 Technical Description
  3.1 Installation
    3.1.1 Installation
      (see http://opensolaris.org/os/community/arc/policies/install-locations/ for details)
      Does this project follow the Install Locations best practice?
      [ ] Yes 
      [ ] No - ARC review required
      
      Does this project install into /usr under [sbin|bin|lib|include|man|share]?
      [ ] Yes
      [ ] No or N/A
      
      Does this project install into /opt?
      [ ] Yes - explain below
      [ ] No or N/A
      
      Does this project install into a different directory structure?
      [ ] Yes - ARC review required
      [ ] No or N/A
      
      Do any of the components of this project conflict with anything under /usr?
      (see http://opensolaris.org/os/community/arc/caselog/2007/047/ for details)
      [ ] Yes - explain below
      [ ] No
      
      If conflicts exist then will this project install under /usr/gnu?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is this project installing into /usr/sfw?
      [ ] Yes - ARC review required
      [ ] No
      
    3.1.2 Share and Sharable
      Are any components shared with other Free Open Souce Software (FOSS)?
      [ ] Yes
      [ ] No
    
      If yes are these components packaged to be shared with the other FOSS?
      [ ] Yes
      [ ] No - ARC review required
    
      Are these components already in the Solaris WOS?
      [ ] Yes
      [ ] No - continue with next section
    
      If yes are these newer versions being delivered?
      [ ] Yes
      [ ] No - ARC review required
      
      If yes are the newer versions replacing the existing versions?
      [ ] Yes
      [ ] No - ARC review required
      
  3.2 Security
    3.2.1 Secure By Default 
      (see http://opensolaris.org/os/community/arc/policies/secure-by-default/ for details)
      (see http://www.opensolaris.org/os/community/arc/policies/NITS-policy/ for details)
      Are network services enabled by default?
      [ ] Yes - ARC review required
      [ ] No
      [ ] N/A
      
      Are network services automatically enabled by the project during installation?
      [ ] Yes - ARC review required
      [ ] No
      [ ] N/A
      
      Are inbound network communications denied by default?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is inbound data checked to prevent content-based attacks?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is the outbound receiver authenticated?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is the receiver authenticated prior to receiving any sensitive outbound communication?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
    3.2.2 Authorization
      (see http://opensolaris.org/os/community/arc/bestpractices/rbac-auths for details)
      Are there any setuid/setgid privileged binaries in the project?
      [ ] Yes
      [ ] No - continue with next section
      
      If yes then are the setuid/setgid privileges handled by the use of roles?
      [ ] Yes
      [ ] No - ARC review required
      
    3.2.3 Auditing
      (see http://opensolaris.org/os/community/arc/policies/audit-policy/ for details)
      Does this component contain administrative or security enforcing software?
      [ ] Yes
      [ ] No - continue to next section
      
      Do the components create audit logs detailing what took place including what event
      took place, who was involved, when the event took place?
      [ ] Yes
      [ ] No - ARC review required
      
    3.2.4 General Security Questions
      (see http://opensolaris.org/os/community/arc/bestpractices/security-questions/ for details)
      Do the components use standard network protocols?
      [ ] Yes
      [ ] No - ARC review required
      
      Do network services for the project make decisions based upon user, host or 
      service identities?
      [ ] Yes - explain below
      [ ] No
      [ ] N/A
      
      Do the components make use of secret information during authentication and/or
      authorization?
      [ ] Yes - explain below
      [ ] No
      [ ] N/A
    
      
  3.5 Libraries
    Are 64-bit libraries being delivered?
    [ ] Yes
    [ ] No - ARC review required
    
    Are static versions of the library being delivered?
    [ ] Yes - ARC review required
    [ ] No 
    
4.0 Interfaces
  (see http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/ for details)
  4.1 Exported Interfaces
    Interface Name		Classification
    
  4.2 Imported Interfaces
    Interface Name		Classification


  Brief Interface Classification definitions
  Volatile - Fill out Check List
    interfaces that are very fluid and typically follow the originating 
    community.  Typically these interfaces can not be imported by other
    projects.
  Uncommitted - ARC review required
    interfaces that are still evolving but will most likely be present from
    release to release.
  Committed - ARC review required
    interfaces that are stable and with Sun guaranteeing some level of
    compatibility from release to release.
  Project Private
    interfaces that are exposed only to or intended to be used only by
    the project being reviewed.  These interfaces can not be imported by
    other projects.
  Contracted (interface modifier) - ARC review of Contract required
    interfaces that do not allow another project to import can be 
  
Appendix A
References

Appendix B - Suggested case materials
  1. man pages
  2. SMF manifests

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From carlsonj@phorcys.east.sun.com Wed Jan 30 08:18:43 2008
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Date: Wed, 30 Jan 2008 11:18:21 -0500
From: James Carlson <james.d.carlson@sun.com>
Subject: Re: LSARC/2008/061 - Indiana check list
In-reply-to: <479FC878.6010900@sun.com>
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John Fischer writes:
> I am sponsoring this project for myself as a representative
> of the ARC community and a C-Team producing many Indiana projects
> in the near future.  The attached check list is also in the
> project directory.  I have set a time out for Tuesday, February
> 5th, 2008.

I suspect I'm missing some background necessary to review this, so if
you could indulge me some questions, I'd appreciate it.

I'm a little confused about the relationship between this checklist
and Indiana.  If this is just a "how do we deal with externally-run
open source" guideline, then it sounds good to have, but I'm not sure
why it needs to be focused on Indiana in particular.  It should be
generic goodness, right?

If an open source project plans to integrate into one of the existing
OpenSolaris consolidations, but the project team isn't one that's
working on Indiana, is the checklist unusable?  (How do we verify
that?)

One possible answer is that this checklist is an attempt to codify
rules about how projects integrate into Indiana.  But if that's the
case, it sounds to me like a non-sequitur, because Indiana is
currently (or last I understood _was_) just a project with alpha-test
bits.  It's not a release or a consolidation, as far as I understand,
so there's no ARC role to play.  If it is now one of those release
vehicles then (besides the OpenSolaris constitutional requirements,
which are probably out of scope here) shouldn't we at least have some
sort of release binding information?

How exactly do we evaluate dependencies and stability levels without
paying attention to release binding?

Comments on the text of the proposal:

>     line.  Each architecture review was conducted within Sun's control.  With
>     the advent of Free Open Source Software processes the control that Sun as
>     a company can wield has been diminished.  Now that Sun is moving to a more

Perhaps it doesn't matter much in terms of how the checklist will be
used, but I think that this discussion of "control" completely misses
the point.  Architectural review has always been about producing a
coherent system, and not about "control."

To be explicit: we do not actually need control over an external
software provider in order to produce a meaningful architectural
review.  In fact, having control has *never* been a requirement.

Instead, just like legal review, code review, laws of physics, and
other such matters, the existence or absence of project team control
over the contents of their delivery forms another constraint.  If the
ARC says "you must do X" in order to integrate, and if "X" is not
possible in your constrained universe and providing a cogent argument
that sways the ARC members otherwise doesn't work, then you cannot
integrate.  It's really as simple as that.

In other words, if a project team comes to the ARC and says (for
example) that they're going to depend on FooBar, but FooBar's
interfaces are all Volatile or Private, and FooBar is in another
consolidation, and the owner of FooBar refuses to provide a contract
on the stability, what are we to do?  Does it really matter that both
projects are "open source" if the result will be a product that fails
miserably?

I don't think we can wish those problems away or just pretend that
there's some magic open source dust that'll make everything just work
fine.  The basis of those dependency rules we use isn't some
egg-headed scheme to thwart project teams in their pursuit of release
velocity; it's mother nature.  You depend on it, it changes, you
break.

>   2.2 Originating Community
>     2.2.1 Community Name

I'm not sure about the architectural relevance of this part,
particularly the licensing question that specially calls out GPL
(which version?).  (Is there some other consumer of this checklist
... ?)

>       If conflicts exist then will this project install under /usr/gnu?
>       [ ] Yes
>       [ ] No - ARC review required
>       [ ] N/A

Note that this option is available _only_ for FSF software.  Other
things don't belong in /usr/gnu, even if they're released under one of
the many GPL licenses, at least per the existing approved cases.

>       Are any components shared with other Free Open Souce Software (FOSS)?

Nit: s/Souce/Source/

>       If yes are these newer versions being delivered?
>       [ ] Yes
>       [ ] No - ARC review required

What newer versions?  (Something's missing, because this question
doesn't flow with the previous question ... it's assuming a newer
version of something, but I'm not sure what.)

>       If yes then are the setuid/setgid privileges handled by the use of roles?
>       [ ] Yes
>       [ ] No - ARC review required

I might be missing something here, but since RBAC is currently a
Solaris-only facility, doesn't this at least imply that we're either
forcing changes upstream or forking?

(I thought the whole thrust of this proposal was to avoid changing
anything ...)

>       Do the components create audit logs detailing what took place including what event
>       took place, who was involved, when the event took place?
>       [ ] Yes
>       [ ] No - ARC review required

The current policy doesn't require just any old audit logs, but
instead requires the use of Solaris Audit Trails.  As an architectural
matter, I don't think I agree with fragmenting the audit
infrastructure by allowing open source projects to write audit records
through other, disconnected mechanisms (such as syslog or flat files).

Doing that significantly weakens the value of the Solaris auditing
facility.

Requiring proper auditing forces project teams to change things.  :-<

>   Brief Interface Classification definitions

Omitted from the list is the generally quite useful Consolidation
Private.  Is that intentional?

Not sure that I fully agree with the summaries here, but I suppose
it's ok as long as there's a pointer to the full descriptions.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From alan.coopersmith@sun.com Wed Jan 30 08:52:27 2008
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From: Alan Coopersmith <alan.coopersmith@sun.com>
Subject: Re: LSARC/2008/061 - Indiana check list
In-reply-to: <18336.41805.709677.50471@gargle.gargle.HOWL>
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James Carlson wrote:
> I'm a little confused about the relationship between this checklist
> and Indiana. 

Unfortunately, we've overloaded "Project Indiana" - this part isn't about
building a new distro, but about the related effort to add a whole lot of
external open source to Solaris/OpenSolaris, to provide a more useful set
of software out of the box, whether you're getting the packages from the
Nevada CD's or the Indiana online package repository.

>>       If yes then are the setuid/setgid privileges handled by the use of roles?
>>       [ ] Yes
>>       [ ] No - ARC review required
> 
> I might be missing something here, but since RBAC is currently a
> Solaris-only facility, doesn't this at least imply that we're either
> forcing changes upstream or forking?

Isn't this just taking the upstream binary, and instead of installing it
setuid/setgid adding an entry to the RBAC configuration files to allow users
with specific profiles to run it with added privileges?   That shouldn't
require any source changes in many cases.   (It didn't for the X binaries
I've had to do this with.)

-- 
	-Alan Coopersmith-           alan.coopersmith@sun.com
	 Sun Microsystems, Inc. - X Window System Engineering

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From: James Carlson <james.d.carlson@sun.com>
Subject: Re: LSARC/2008/061 - Indiana check list
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To: Alan Coopersmith <Alan.Coopersmith@sun.com>
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Alan Coopersmith writes:
> James Carlson wrote:
> > I'm a little confused about the relationship between this checklist
> > and Indiana. 
> 
> Unfortunately, we've overloaded "Project Indiana" - this part isn't about
> building a new distro, but about the related effort to add a whole lot of
> external open source to Solaris/OpenSolaris, to provide a more useful set
> of software out of the box, whether you're getting the packages from the
> Nevada CD's or the Indiana online package repository.

Ah ... I see.  Still, I'm confused about whether _any_ external open
source project can make use of this checklist, or only a special set
that are part of this looser confederation of projects?

What if Joerg comes to us tomorrow and asks to use this checklist to
gain automatic approval for one of his projects?  Does that work?
(Not to pick on him particularly, but he came to mind.  ;-})

More generally, can it work for any external source?  What about
purchased software?  Provided that there's an upstream, and that we
have less direct influence over that upstream[1], why do we care
enough about the upstream development model and/or legal foundation to
write special rules for things inbound from an "open" location versus
things inbound from a "closed" one?  How is that an architectural
matter?

I'm not completely positive on this (as I'm still not sure about the
underlying purpose of this checklist), but it seems that we're being
asked to carve out a hole.  If that's so, then I'd like to know
approximately where the hole will be sited, and some idea of the size.

> >>       If yes then are the setuid/setgid privileges handled by the use of roles?
> >>       [ ] Yes
> >>       [ ] No - ARC review required
> > 
> > I might be missing something here, but since RBAC is currently a
> > Solaris-only facility, doesn't this at least imply that we're either
> > forcing changes upstream or forking?
> 
> Isn't this just taking the upstream binary, and instead of installing it
> setuid/setgid adding an entry to the RBAC configuration files to allow users
> with specific profiles to run it with added privileges?   That shouldn't
> require any source changes in many cases.   (It didn't for the X binaries
> I've had to do this with.)

It may ... depending on what privileges are involved and how they're
used.  For instance, it's possible to provide separate configuration
read and write privileges for individual administrative utilities, and
if the utility itself doesn't make those fine-grained checks, nothing
else will.

You're right that it might be "just" a packaging and delivery change.
But even there, I'm not sure that all packaging changes are
necessarily no-ops from a maintenance perspective.


[1]  I still don't see how influence comes into the picture here.  It
     seems to be part of the fundamental assumptions of this proposal
     that having direct influence on the project design is necessary
     in order to have proper system architecture, and that we
     otherwise must just swallow what we're given.  If it's external,
     we slap it together and hope for the best.  It's never been that
     way before, and there seems no necessary reason to suppose it
     should be now, so I can't quite figure that out.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From John.Fischer@sun.com Wed Jan 30 10:41:14 2008
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Date: Wed, 30 Jan 2008 10:40:48 -0800
From: John Fischer <John.Fischer@sun.com>
Subject: Re: LSARC/2008/061 - Indiana check list
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James,

Great questions!!

You are correct that any external open source project could use
this check list.  This is an attempt to help us, the ARCs and
specifically LSARC, deal with the expected influx of cases that
have the delivery mechanism of Indiana.  For instance my group
will be working on integrating 70 new projects into Open Solaris.
We would use this new check list to determine if an automatic
approval is appropriate or a more thorough review would be
required.  But you are correct the consumer of the check list
could be any external open source project.  The idea is that the
project team would fill out the check list and then submit the
paper work to sac as an automatic closed case.  This way we still
have a record of the interfaces.

Now the basic premise of this check list is that these interfaces
are defined at some stability level (mostly Volatile, though not
necessarily), adhere to our security standards and installation
location.  If the project teams can not give these basic assurances
then they must seek further review.  Most of the questions revolve
around various security Best Practices or Policies and the Gnu
installation location PSARC case.


Now in terms of open vs. closed.  It could also be used for
closed projects but since we control of those projects then we
can do a better review.  They should also adhere to more then just
security and installation location Sun standards.

I think that Alan already answered the sgid/suid question you
had.  If not just let me know.

Thanks,

John

James Carlson wrote:
> Alan Coopersmith writes:
>> James Carlson wrote:
>>> I'm a little confused about the relationship between this checklist
>>> and Indiana. 
>> Unfortunately, we've overloaded "Project Indiana" - this part isn't about
>> building a new distro, but about the related effort to add a whole lot of
>> external open source to Solaris/OpenSolaris, to provide a more useful set
>> of software out of the box, whether you're getting the packages from the
>> Nevada CD's or the Indiana online package repository.
> 
> Ah ... I see.  Still, I'm confused about whether _any_ external open
> source project can make use of this checklist, or only a special set
> that are part of this looser confederation of projects?
> 
> What if Joerg comes to us tomorrow and asks to use this checklist to
> gain automatic approval for one of his projects?  Does that work?
> (Not to pick on him particularly, but he came to mind.  ;-})
> 
> More generally, can it work for any external source?  What about
> purchased software?  Provided that there's an upstream, and that we
> have less direct influence over that upstream[1], why do we care
> enough about the upstream development model and/or legal foundation to
> write special rules for things inbound from an "open" location versus
> things inbound from a "closed" one?  How is that an architectural
> matter?
> 
> I'm not completely positive on this (as I'm still not sure about the
> underlying purpose of this checklist), but it seems that we're being
> asked to carve out a hole.  If that's so, then I'd like to know
> approximately where the hole will be sited, and some idea of the size.
> 
>>>>       If yes then are the setuid/setgid privileges handled by the use of roles?
>>>>       [ ] Yes
>>>>       [ ] No - ARC review required
>>> I might be missing something here, but since RBAC is currently a
>>> Solaris-only facility, doesn't this at least imply that we're either
>>> forcing changes upstream or forking?
>> Isn't this just taking the upstream binary, and instead of installing it
>> setuid/setgid adding an entry to the RBAC configuration files to allow users
>> with specific profiles to run it with added privileges?   That shouldn't
>> require any source changes in many cases.   (It didn't for the X binaries
>> I've had to do this with.)
> 
> It may ... depending on what privileges are involved and how they're
> used.  For instance, it's possible to provide separate configuration
> read and write privileges for individual administrative utilities, and
> if the utility itself doesn't make those fine-grained checks, nothing
> else will.
> 
> You're right that it might be "just" a packaging and delivery change.
> But even there, I'm not sure that all packaging changes are
> necessarily no-ops from a maintenance perspective.
> 
> 
> [1]  I still don't see how influence comes into the picture here.  It
>      seems to be part of the fundamental assumptions of this proposal
>      that having direct influence on the project design is necessary
>      in order to have proper system architecture, and that we
>      otherwise must just swallow what we're given.  If it's external,
>      we slap it together and hope for the best.  It's never been that
>      way before, and there seems no necessary reason to suppose it
>      should be now, so I can't quite figure that out.
> 

From carlsonj@phorcys.east.sun.com Wed Jan 30 12:06:54 2008
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Date: Wed, 30 Jan 2008 15:06:45 -0500
From: James Carlson <james.d.carlson@sun.com>
Subject: Re: LSARC/2008/061 - Indiana check list
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John Fischer writes:
> You are correct that any external open source project could use
> this check list.

OK; that alleviates probably the biggest of my concerns: having a set
of "special rules."

>  This is an attempt to help us, the ARCs and
> specifically LSARC, deal with the expected influx of cases that
> have the delivery mechanism of Indiana.

Unfortunately, at least in architectural terms, I have no clue what
that "delivery mechanism" means.  What type of release is Indiana,
anyway?

How can we approve the integration of projects when we don't know what
the constraints on the interface changes might be?  In other words,
"Committed" behaves one way in a "Minor" release, but quite another in
a "Major."  If we don't know what we have, then we can't actually say
much about the changes.

> could be any external open source project.  The idea is that the
> project team would fill out the check list and then submit the
> paper work to sac as an automatic closed case.  This way we still
> have a record of the interfaces.

I didn't see anything in there about the stability of interfaces
versus usage context (e.g., project and consolidation boundaries) and
dependencies.  We could codify the existing rules fairly easily for
the checklist, but would this just create more trouble?

	For each other project [library, et cetera] that you depend
	on, obtain the stability levels and delivering consolidation
	for that other project, and check against this list.  ("Fail"
	means "needs explicit review.")

	Other stability  Consolidation  Release Vehicle  Result
	---------------  -------------  ---------------  ------
	Any              Any            Major            Fail
	Committed        Any            Not Major        OK
	Uncommitted      Any            Minor            Fail
	Uncommitted      Any            Patch            OK
	Volatile         Same           Any              OK
	Volatile         Other          Any              Fail
	Cons. Private    Same           Any              Fail
	Cons. Private    Other          Any              Fail
	Proj. Private    Any            Any              Fail

(Well, something like that.)

> Now the basic premise of this check list is that these interfaces
> are defined at some stability level (mostly Volatile, though not
> necessarily), adhere to our security standards and installation
> location.  If the project teams can not give these basic assurances
> then they must seek further review.  Most of the questions revolve
> around various security Best Practices or Policies and the Gnu
> installation location PSARC case.

There seem to be other assumptions here -- perhaps that the
dependencies on other projects will just work themselves out (perhaps
in some other forum rather than the ARC).

> Now in terms of open vs. closed.  It could also be used for
> closed projects but since we control of those projects then we
> can do a better review.  They should also adhere to more then just
> security and installation location Sun standards.

I wasn't talking about any projects we "control."

Instead, I was talking about "open source" versus "source purchased
from some vendor."  In terms of this checklist, and the rationale
behind it, those two cases seem like the same thing to me -- they're
both instances where we have no authoritative "control" over the way
the software is developed.

In truth, I don't think that control is or ever was an architectural
matter, but since it's a (puzzling) part of this proposal, I was
commenting on how it seems to have nothing to do with whether that
externally-obtained source is itself developed in an open or
proprietary manner.  It's more of a "found software" checklist.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From Brian.Cameron@sun.com Wed Jan 30 14:17:01 2008
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Date: Wed, 30 Jan 2008 16:16:59 -0600
From: Brian Cameron <Brian.Cameron@sun.com>
Subject: Re: LSARC/2008/061 - Indiana check list
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John:

 >      Indicate Sun's involvement in the community
 >      [ ] Maintainer
 >      [ ] Contributor
 >      [ ] Monitoring

Rather than ask whether we are a contributor or a maintainer, we should
ask how the project is involved.  Build fixes, code enhancements,
integration with Sun-specific services, G11N support, documentation
support, QA, a11y.  All of the above?

 >      Will changes be feed back to the community?
 >      [ ] Yes
 >      [ ] No - briefly explain

I think it would be good to "briefly explain" when the answer is Yes.
We should tease out what sort of involvement exists, and what is
planned.  Only Solaris-specific build/bug fixes?  G11N support?
What, exactly.

 >      Will we or are we forking from the community?
 >      [ ] Yes - ARC review required prior to forking
 >      [ ] No

There often is debate about whether applying patches is a "fork".
At what point do we define a fork?  How many patches?  Or do patches
not have anything to do with forking?

 >    2.2.3 Licensing
 >      Indicate the license for the component(s)
 >      [ ] GPL
 >      [ ] Other

This question seems less than useful.  What about LGPL, MIT, etc.?
A fill-in-the-blank would be better.  Perhaps should also ask if the
license has any exceptions (like media programs sometimes have to
allow IP plugins).

 >         3.1.2 Share and Sharable
 >      Are any components shared with other Free Open Souce Software
 > (FOSS)?
 >      [ ] Yes
 >      [ ] No

I am not clear what this means.  Could you explain, perhaps provide
an example?

I see no questions about the following sorts of things which would
be useful, I'd think:

- degree of I18N support
- existence of manpages and whether they describe the interfaces
   reasonably well.
- existence of installed API documentation for libraries or other
   interface documentation (such as gtk-docs)
- existence of any encryption
- whether the interface duplicates the functionality of another module
   we already ship (is it yet another database, for example).  If yes,
   please explain
- degree of a11y support (perhaps several questions for each use case
   GOK, orca, theming, keynav, etc.)
- Does the program follow usability style guide (such as GNOME HIG if it
   is a GNOME Program, or CLIP).
- Does the project install a GPL library to /usr/lib?
- Does the project install C++ interfaces



From John.Fischer@sun.com Fri Feb  1 15:57:26 2008
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Date: Fri, 01 Feb 2008 15:56:55 -0800
From: John Fischer <John.Fischer@sun.com>
Subject: Re: LSARC/2008/061 - Indiana check list
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Brian,

See below.

Thanks,

John


Brian Cameron wrote:
> 
> John:
> 
>  >      Indicate Sun's involvement in the community
>  >      [ ] Maintainer
>  >      [ ] Contributor
>  >      [ ] Monitoring
> 
> Rather than ask whether we are a contributor or a maintainer, we should
> ask how the project is involved.  Build fixes, code enhancements,
> integration with Sun-specific services, G11N support, documentation
> support, QA, a11y.  All of the above?

This question was placed in the check list to better understand what
influence we might have on the project.  It actually is informational
only and could be removed.

>  >      Will changes be feed back to the community?
>  >      [ ] Yes
>  >      [ ] No - briefly explain
> 
> I think it would be good to "briefly explain" when the answer is Yes.
> We should tease out what sort of involvement exists, and what is
> planned.  Only Solaris-specific build/bug fixes?  G11N support?
> What, exactly.

This question was to understand why we would be forking from the
community and not providing the changes back (i.e., we actually
are not participating in the community).

> 
>  >      Will we or are we forking from the community?
>  >      [ ] Yes - ARC review required prior to forking
>  >      [ ] No
> 
> There often is debate about whether applying patches is a "fork".
> At what point do we define a fork?  How many patches?  Or do patches
> not have anything to do with forking?

Exactly.  If we are required to fork from the community then we
need to understand that perspective as a committee and company.
Thus we would want further review.  If the patches are eventually
delivered to the up-stream then that would not be considered a fork
by me.


>  >    2.2.3 Licensing
>  >      Indicate the license for the component(s)
>  >      [ ] GPL
>  >      [ ] Other
> 
> This question seems less than useful.  What about LGPL, MIT, etc.?
> A fill-in-the-blank would be better.  Perhaps should also ask if the
> license has any exceptions (like media programs sometimes have to
> allow IP plugins).

Viral licensing is a concern from an architectural perspective.  This
is only what I am asking about.  The other licenses that you point
out are not viral.


>  >         3.1.2 Share and Sharable
>  >      Are any components shared with other Free Open Souce Software
>  > (FOSS)?
>  >      [ ] Yes
>  >      [ ] No
> 
> I am not clear what this means.  Could you explain, perhaps provide
> an example?

This is an attempt to get the project team thinking about component
packaging.  If the component is interesting to other project then
it should be packaged in a sharable way.  Think of the NSPR & NSS issues
we have had from the Mozilla organization.  If those had originally
been packaged in a sharable manor then we would have potentially
saved ourselves much headache.

> I see no questions about the following sorts of things which would
> be useful, I'd think:

True.  That was on purpose.  Several of the committee members talked
about these types of issues in IRC.  We decided that we would not
require a full review unless the projects did not fit our security
and installation model.  These were the low hanging fruit or
requirements.  Encryption should be caught in a legal review.  Though
it could be added.  The question we would need to ask is would we
require a review if encryption was included?  What if it wasn't
included?  If the answer is no to either one of those questions
then it is not needed in the check list.  For those on IRC it
was a no.

> - degree of I18N support
> - existence of manpages and whether they describe the interfaces
>   reasonably well.
> - existence of installed API documentation for libraries or other
>   interface documentation (such as gtk-docs)
> - existence of any encryption
> - whether the interface duplicates the functionality of another module
>   we already ship (is it yet another database, for example).  If yes,
>   please explain
> - degree of a11y support (perhaps several questions for each use case
>   GOK, orca, theming, keynav, etc.)
> - Does the program follow usability style guide (such as GNOME HIG if it
>   is a GNOME Program, or CLIP).
> - Does the project install a GPL library to /usr/lib?
> - Does the project install C++ interfaces
> 
> 

From Brian.Cameron@sun.com Fri Feb  1 16:44:20 2008
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John:

>>
>>  >      Indicate Sun's involvement in the community
>>  >      [ ] Maintainer
>>  >      [ ] Contributor
>>  >      [ ] Monitoring
>>
>> Rather than ask whether we are a contributor or a maintainer, we should
>> ask how the project is involved.  Build fixes, code enhancements,
>> integration with Sun-specific services, G11N support, documentation
>> support, QA, a11y.  All of the above?
> 
> This question was placed in the check list to better understand what
> influence we might have on the project.  It actually is informational
> only and could be removed.

I agree it is useful.  I just think it would be more useful to tease out
more specifically what involvement we have.

>>  >      Will changes be feed back to the community?
>>  >      [ ] Yes
>>  >      [ ] No - briefly explain
>>
>> I think it would be good to "briefly explain" when the answer is Yes.
>> We should tease out what sort of involvement exists, and what is
>> planned.  Only Solaris-specific build/bug fixes?  G11N support?
>> What, exactly.
> 
> This question was to understand why we would be forking from the
> community and not providing the changes back (i.e., we actually
> are not participating in the community).

The question probably should say "fed" instead of "feed".  I think
I have trouble with the term "changes" being a bit vague.  Perhaps a
better way to word this would be "Will we work with the community to
get our changes upstream?"

Note that we can't always get our changes upstream because sometimes
maintainers don't like our changes.  But we can try.

>>  >      Will we or are we forking from the community?
>>  >      [ ] Yes - ARC review required prior to forking
>>  >      [ ] No
>>
>> There often is debate about whether applying patches is a "fork".
>> At what point do we define a fork?  How many patches?  Or do patches
>> not have anything to do with forking?
> 
> Exactly.  If we are required to fork from the community then we
> need to understand that perspective as a committee and company.
> Thus we would want further review.  If the patches are eventually
> delivered to the up-stream then that would not be considered a fork
> by me.

The GNOME project has over 200 patches that are unlikely to go upstream.
We have over 400 pages in total, and I am probably being generous
thinking that 250 of them will eventually go upstream.

However, I wouldn't characterize GNOME as being a fork.  The fact we
modify GNOME for branding purposes, and to support things like Trusted
Solaris, is probably not really a fork.  We just apply a set of changes
to the base code that are probably not appropriate to go upstream.

However, when I talk to some people within Sun, they seem to think
if we have even a single patch, we are forking.  It might be good if
"fork" had a more clear definition.  Otherwise you'll get random
answers to the question.

I think forking typically requires a separate project with its own
maintainer and different goals, etc.  It is not applying a patch
to make a function work on Solaris.

>>  >    2.2.3 Licensing
>>  >      Indicate the license for the component(s)
>>  >      [ ] GPL
>>  >      [ ] Other
>>
>> This question seems less than useful.  What about LGPL, MIT, etc.?
>> A fill-in-the-blank would be better.  Perhaps should also ask if the
>> license has any exceptions (like media programs sometimes have to
>> allow IP plugins).
> 
> Viral licensing is a concern from an architectural perspective.  This
> is only what I am asking about.  The other licenses that you point
> out are not viral.

Might be better to simply ask if the license is viral then, and use
GPL as an example.  GPL isn't the only viral license.

>>  >         3.1.2 Share and Sharable
>>  >      Are any components shared with other Free Open Souce Software
>>  > (FOSS)?
>>  >      [ ] Yes
>>  >      [ ] No
>>
>> I am not clear what this means.  Could you explain, perhaps provide
>> an example?
> 
> This is an attempt to get the project team thinking about component
> packaging.  If the component is interesting to other project then
> it should be packaged in a sharable way.  Think of the NSPR & NSS issues
> we have had from the Mozilla organization.  If those had originally
> been packaged in a sharable manor then we would have potentially
> saved ourselves much headache.

Perhaps the question could be worded better.  Why does the question ask
if the components are shared with other FOSS.  A module could install
a component used by a non-FOSS project.  For example, GTK+ is shared
with non-FOSS things like Adobe Reader.

Perhaps "Does this module include any components that are used or
shared by other projects" or something would be more clear?

>> I see no questions about the following sorts of things which would
>> be useful, I'd think:
> 
> True.  That was on purpose.  Several of the committee members talked
> about these types of issues in IRC.  We decided that we would not
> require a full review unless the projects did not fit our security
> and installation model.  These were the low hanging fruit or
> requirements.

Is this because ARC is not so interested in worrying about whether
FOSS projects meets requirements outside of security/installation
issues?

 > Encryption should be caught in a legal review.  Though
> it could be added.  The question we would need to ask is would we
> require a review if encryption was included?  What if it wasn't
> included?  If the answer is no to either one of those questions
> then it is not needed in the check list.  For those on IRC it
> was a no.

Okay.

>> - degree of I18N support
>> - existence of manpages and whether they describe the interfaces
>>   reasonably well.
>> - existence of installed API documentation for libraries or other
>>   interface documentation (such as gtk-docs)
>> - existence of any encryption
>> - whether the interface duplicates the functionality of another module
>>   we already ship (is it yet another database, for example).  If yes,
>>   please explain
>> - degree of a11y support (perhaps several questions for each use case
>>   GOK, orca, theming, keynav, etc.)
>> - Does the program follow usability style guide (such as GNOME HIG if it
>>   is a GNOME Program, or CLIP).
>> - Does the project install a GPL library to /usr/lib?
>> - Does the project install C++ interfaces

Brian

From John.Fischer@sun.com Mon Feb  4 13:29:25 2008
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Date: Mon, 04 Feb 2008 13:29:12 -0800
From: John Fischer <John.Fischer@sun.com>
Subject: Re: LSARC/2008/061 - Indiana check list
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Brian,

See below.

John


Brian Cameron wrote:
> 
> John:
> 
>>>
>>>  >      Indicate Sun's involvement in the community
>>>  >      [ ] Maintainer
>>>  >      [ ] Contributor
>>>  >      [ ] Monitoring
>>>
>>> Rather than ask whether we are a contributor or a maintainer, we should
>>> ask how the project is involved.  Build fixes, code enhancements,
>>> integration with Sun-specific services, G11N support, documentation
>>> support, QA, a11y.  All of the above?
>>
>> This question was placed in the check list to better understand what
>> influence we might have on the project.  It actually is informational
>> only and could be removed.
> 
> I agree it is useful.  I just think it would be more useful to tease out
> more specifically what involvement we have.

Yes.  But that will not cause us to say that the project needs further
review by the committee.

>>>  >      Will changes be feed back to the community?
>>>  >      [ ] Yes
>>>  >      [ ] No - briefly explain
>>>
>>> I think it would be good to "briefly explain" when the answer is Yes.
>>> We should tease out what sort of involvement exists, and what is
>>> planned.  Only Solaris-specific build/bug fixes?  G11N support?
>>> What, exactly.
>>
>> This question was to understand why we would be forking from the
>> community and not providing the changes back (i.e., we actually
>> are not participating in the community).
> 
> The question probably should say "fed" instead of "feed".  I think
> I have trouble with the term "changes" being a bit vague.  Perhaps a
> better way to word this would be "Will we work with the community to
> get our changes upstream?"

How about:

   Will the project team work with the upstream community to resolve
   architectural issues of interest to Sun?

> Note that we can't always get our changes upstream because sometimes
> maintainers don't like our changes.  But we can try.
> 
>>>  >      Will we or are we forking from the community?
>>>  >      [ ] Yes - ARC review required prior to forking
>>>  >      [ ] No
>>>
>>> There often is debate about whether applying patches is a "fork".
>>> At what point do we define a fork?  How many patches?  Or do patches
>>> not have anything to do with forking?
>>
>> Exactly.  If we are required to fork from the community then we
>> need to understand that perspective as a committee and company.
>> Thus we would want further review.  If the patches are eventually
>> delivered to the up-stream then that would not be considered a fork
>> by me.
> 
> The GNOME project has over 200 patches that are unlikely to go upstream.
> We have over 400 pages in total, and I am probably being generous
> thinking that 250 of them will eventually go upstream.
> 
> However, I wouldn't characterize GNOME as being a fork.  The fact we
> modify GNOME for branding purposes, and to support things like Trusted
> Solaris, is probably not really a fork.  We just apply a set of changes
> to the base code that are probably not appropriate to go upstream.
> 
> However, when I talk to some people within Sun, they seem to think
> if we have even a single patch, we are forking.  It might be good if
> "fork" had a more clear definition.  Otherwise you'll get random
> answers to the question.
> 
> I think forking typically requires a separate project with its own
> maintainer and different goals, etc.  It is not applying a patch
> to make a function work on Solaris.

I would not characterize the Gnome patches as forking from the
community either.  The team attempts to get these patches into
the upstream community.  In terms of branding purposes those
are legitimate reasons for Sun.  Again not what we are getting
at for this issue.  If the project can not determine if the
changes they are providing are for Sun branding and whether or
not they are forking then perhaps they need a review anyhow.

>>>  >    2.2.3 Licensing
>>>  >      Indicate the license for the component(s)
>>>  >      [ ] GPL
>>>  >      [ ] Other
>>>
>>> This question seems less than useful.  What about LGPL, MIT, etc.?
>>> A fill-in-the-blank would be better.  Perhaps should also ask if the
>>> license has any exceptions (like media programs sometimes have to
>>> allow IP plugins).
>>
>> Viral licensing is a concern from an architectural perspective.  This
>> is only what I am asking about.  The other licenses that you point
>> out are not viral.
> 
> Might be better to simply ask if the license is viral then, and use
> GPL as an example.  GPL isn't the only viral license.

How about:

   Is the license viral?  GPL is an example of a viral license.
   [ ] Yes
   [ ] No

>>>  >         3.1.2 Share and Sharable
>>>  >      Are any components shared with other Free Open Souce Software
>>>  > (FOSS)?
>>>  >      [ ] Yes
>>>  >      [ ] No
>>>
>>> I am not clear what this means.  Could you explain, perhaps provide
>>> an example?
>>
>> This is an attempt to get the project team thinking about component
>> packaging.  If the component is interesting to other project then
>> it should be packaged in a sharable way.  Think of the NSPR & NSS issues
>> we have had from the Mozilla organization.  If those had originally
>> been packaged in a sharable manor then we would have potentially
>> saved ourselves much headache.
> 
> Perhaps the question could be worded better.  Why does the question ask
> if the components are shared with other FOSS.  A module could install
> a component used by a non-FOSS project.  For example, GTK+ is shared
> with non-FOSS things like Adobe Reader.
> 
> Perhaps "Does this module include any components that are used or
> shared by other projects" or something would be more clear?

That is fine wording.

>>> I see no questions about the following sorts of things which would
>>> be useful, I'd think:
>>
>> True.  That was on purpose.  Several of the committee members talked
>> about these types of issues in IRC.  We decided that we would not
>> require a full review unless the projects did not fit our security
>> and installation model.  These were the low hanging fruit or
>> requirements.
> 
> Is this because ARC is not so interested in worrying about whether
> FOSS projects meets requirements outside of security/installation
> issues?
> 
>  > Encryption should be caught in a legal review.  Though
>> it could be added.  The question we would need to ask is would we
>> require a review if encryption was included?  What if it wasn't
>> included?  If the answer is no to either one of those questions
>> then it is not needed in the check list.  For those on IRC it
>> was a no.
> 
> Okay.
> 
>>> - degree of I18N support
>>> - existence of manpages and whether they describe the interfaces
>>>   reasonably well.
>>> - existence of installed API documentation for libraries or other
>>>   interface documentation (such as gtk-docs)
>>> - existence of any encryption
>>> - whether the interface duplicates the functionality of another module
>>>   we already ship (is it yet another database, for example).  If yes,
>>>   please explain
>>> - degree of a11y support (perhaps several questions for each use case
>>>   GOK, orca, theming, keynav, etc.)
>>> - Does the program follow usability style guide (such as GNOME HIG if it
>>>   is a GNOME Program, or CLIP).
>>> - Does the project install a GPL library to /usr/lib?
>>> - Does the project install C++ interfaces
> 
> Brian

From Brian.Cameron@sun.com Mon Feb  4 15:01:47 2008
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Date: Mon, 04 Feb 2008 17:01:42 -0600
From: Brian Cameron <Brian.Cameron@sun.com>
Subject: Re: LSARC/2008/061 - Indiana check list
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John:

>>>>
>>>>  >      Indicate Sun's involvement in the community
>>>>  >      [ ] Maintainer
>>>>  >      [ ] Contributor
>>>>  >      [ ] Monitoring
>>>>
>>>> Rather than ask whether we are a contributor or a maintainer, we should
>>>> ask how the project is involved.  Build fixes, code enhancements,
>>>> integration with Sun-specific services, G11N support, documentation
>>>> support, QA, a11y.  All of the above?
>>>
>>> This question was placed in the check list to better understand what
>>> influence we might have on the project.  It actually is informational
>>> only and could be removed.
>>
>> I agree it is useful.  I just think it would be more useful to tease out
>> more specifically what involvement we have.
> 
> Yes.  But that will not cause us to say that the project needs further
> review by the committee.

Understood, but the more information we gather in this area, the better
we understand our relationship, which seems a good thing.  I understand,
though, if people feel it is outside the scope and the question isn't
modified, or if it is removed.

>>>>  >      Will changes be feed back to the community?
>>>>  >      [ ] Yes
>>>>  >      [ ] No - briefly explain
>>>>
>>>> I think it would be good to "briefly explain" when the answer is Yes.
>>>> We should tease out what sort of involvement exists, and what is
>>>> planned.  Only Solaris-specific build/bug fixes?  G11N support?
>>>> What, exactly.
>>>
>>> This question was to understand why we would be forking from the
>>> community and not providing the changes back (i.e., we actually
>>> are not participating in the community).
>>
>> The question probably should say "fed" instead of "feed".  I think
>> I have trouble with the term "changes" being a bit vague.  Perhaps a
>> better way to word this would be "Will we work with the community to
>> get our changes upstream?"
> 
> How about:
> 
>   Will the project team work with the upstream community to resolve
>   architectural issues of interest to Sun?

That seems much more clear.

>> Note that we can't always get our changes upstream because sometimes
>> maintainers don't like our changes.  But we can try.
>>
>>>>  >      Will we or are we forking from the community?
>>>>  >      [ ] Yes - ARC review required prior to forking
>>>>  >      [ ] No
>>>>
>>>> There often is debate about whether applying patches is a "fork".
>>>> At what point do we define a fork?  How many patches?  Or do patches
>>>> not have anything to do with forking?
>>>
>>> Exactly.  If we are required to fork from the community then we
>>> need to understand that perspective as a committee and company.
>>> Thus we would want further review.  If the patches are eventually
>>> delivered to the up-stream then that would not be considered a fork
>>> by me.
>>
>> The GNOME project has over 200 patches that are unlikely to go upstream.
>> We have over 400 pages in total, and I am probably being generous
>> thinking that 250 of them will eventually go upstream.
>>
>> However, I wouldn't characterize GNOME as being a fork.  The fact we
>> modify GNOME for branding purposes, and to support things like Trusted
>> Solaris, is probably not really a fork.  We just apply a set of changes
>> to the base code that are probably not appropriate to go upstream.
>>
>> However, when I talk to some people within Sun, they seem to think
>> if we have even a single patch, we are forking.  It might be good if
>> "fork" had a more clear definition.  Otherwise you'll get random
>> answers to the question.
>>
>> I think forking typically requires a separate project with its own
>> maintainer and different goals, etc.  It is not applying a patch
>> to make a function work on Solaris.
> 
> I would not characterize the Gnome patches as forking from the
> community either.  The team attempts to get these patches into
> the upstream community.  In terms of branding purposes those
> are legitimate reasons for Sun.  Again not what we are getting
> at for this issue.  If the project can not determine if the
> changes they are providing are for Sun branding and whether or
> not they are forking then perhaps they need a review anyhow.

My suggestion is that it might be good to provide a bit of a
definition of what is meant by fork.  However, it is also
reasonable to expect project teams to know this.

>>>>  >    2.2.3 Licensing
>>>>  >      Indicate the license for the component(s)
>>>>  >      [ ] GPL
>>>>  >      [ ] Other
>>>>
>>>> This question seems less than useful.  What about LGPL, MIT, etc.?
>>>> A fill-in-the-blank would be better.  Perhaps should also ask if the
>>>> license has any exceptions (like media programs sometimes have to
>>>> allow IP plugins).
>>>
>>> Viral licensing is a concern from an architectural perspective.  This
>>> is only what I am asking about.  The other licenses that you point
>>> out are not viral.
>>
>> Might be better to simply ask if the license is viral then, and use
>> GPL as an example.  GPL isn't the only viral license.
> 
> How about:
> 
>   Is the license viral?  GPL is an example of a viral license.
>   [ ] Yes
>   [ ] No

I think that is a better question.

>>>>  >         3.1.2 Share and Sharable
>>>>  >      Are any components shared with other Free Open Souce Software
>>>>  > (FOSS)?
>>>>  >      [ ] Yes
>>>>  >      [ ] No
>>>>
>>>> I am not clear what this means.  Could you explain, perhaps provide
>>>> an example?
>>>
>>> This is an attempt to get the project team thinking about component
>>> packaging.  If the component is interesting to other project then
>>> it should be packaged in a sharable way.  Think of the NSPR & NSS issues
>>> we have had from the Mozilla organization.  If those had originally
>>> been packaged in a sharable manor then we would have potentially
>>> saved ourselves much headache.
>>
>> Perhaps the question could be worded better.  Why does the question ask
>> if the components are shared with other FOSS.  A module could install
>> a component used by a non-FOSS project.  For example, GTK+ is shared
>> with non-FOSS things like Adobe Reader.
>>
>> Perhaps "Does this module include any components that are used or
>> shared by other projects" or something would be more clear?
> 
> That is fine wording.

Brian

From John.Fischer@sun.com Tue Feb 12 07:55:01 2008
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Date: Tue, 12 Feb 2008 07:54:35 -0800
From: John Fischer <John.Fischer@sun.com>
Subject: Re: LSARC/2008/061 - Indiana check list
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All,

Based on feedback from Llyod and Brian I have updated the
check list.  I have attached the modified version and a
diff file.

Thanks,

John

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FCL--FOSS Check List
0.  Introduction
0.1 Document History
    Version   Author             Changes
    0.1       John Fischer       Initial Draft
    0.2       John Fischer       Modified based upon feedback from ARC members
    0.3       John Fischer       Modified based upon feedback during committee 
                                 review
0.2 Purpose
    Architecture review at Sun has allowed the company to evolve our projects
    within multiple disjoint groups while still maintaining a cohesive product
    line.  Each architecture review was conducted within Sun's control.  With
    the advent of Free Open Source Software processes the control that Sun as
    a company can wield has been diminished.  Now that Sun is moving to a more
    fluid delivery mechanism with project Indiana we need to evolve the 
    architecture review process.  This document is meant to aid in the 
    architecture review process.  Each new project must complete this check list 
    to help ensure that the overall resulting product conforms to Sun product 
    standards.  If the project deviates from these standards further review 
    would be necessary by an architecture review committee.
    
1.0 Project Information
1.1 Name of project/component

1.2 Author of document

2.0 Project Summary
  2.1 Project Description
  
  2.2 Originating Community
    2.2.1 Community Name
    
    2.2.2 Community Involvement
      Indicate Sun's involvement in the community
      [ ] Maintainer
      [ ] Contributor
      [ ] Monitoring
      
      Will the project team work with the upstream community to resolve
      architectural issues of interest to Sun?
      [ ] Yes 
      [ ] No - briefly explain
      
      Will we or are we forking from the community?
      [ ] Yes - ARC review required prior to forking
      [ ] No
      
    2.2.3 Licensing
      Is the license viral?  GPL is an example of a viral license.
      [ ] Yes (briefly explain below)
      [ ] No
      
3.0 Technical Description
  3.1 Installation & Sharable
    3.1.1S Solaris Installation - section only required for Solaris Software
      (see http://opensolaris.org/os/community/arc/policies/install-locations/ for details)
      Does this project follow the Install Locations best practice?
      [ ] Yes 
      [ ] No - ARC review required
      
      Does this project install into /usr under [sbin|bin|lib|include|man|share]?
      [ ] Yes
      [ ] No or N/A
      
      Does this project install into /opt?
      [ ] Yes - explain below
      [ ] No or N/A
      
      Does this project install into a different directory structure?
      [ ] Yes - ARC review required
      [ ] No or N/A
      
      Do any of the components of this project conflict with anything under /usr?
      (see http://opensolaris.org/os/community/arc/caselog/2007/047/ for details)
      [ ] Yes - explain below
      [ ] No
      
      If conflicts exist then will this project install under /usr/gnu?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is this project installing into /usr/sfw?
      [ ] Yes - ARC review required
      [ ] No
      
    3.1.1W Windows Installation - section only required for Windows Software
      (see http://sac.sfbay/WSARC/2002/494 for details)
      Does this project install software into a 
      <system drive>:\Program Files\Sun\<product> or <system drive>:\Sun\<product>
      directory?
      [ ] Yes
      [ ] No - ARC review required
      
      Does the project use the Windows registry?
      [ ] Yes
      [ ] No - ARC review required
      
      Does the project use 
      HKEY_LOCAL_MACHINE\SOFTWARE\Sun Microsystems\<product>\<version>
      for the registry key?
      [ ] Yes
      [ ] No - ARC review required
      
      Is the project's stored location
      HKEY_LOCAL_MACHINE\SOFTWARE\Sun Microsystems\<product id>\<version id>\Path?
      [ ] Yes
      [ ] No - ARC review required
      
    3.1.2 Share and Sharable
      Does the module include any components that are used or shared by 
      other projects?
      [ ] Yes
      [ ] No
    
      If yes are these components packaged to be shared with the other FOSS?
      [ ] Yes
      [ ] No - ARC review required
    
      Are these components already in the Solaris WOS?
      [ ] Yes
      [ ] No - continue with next section
    
      If yes are these newer versions being delivered?
      [ ] Yes
      [ ] No - ARC review required
      
      If yes are the newer versions replacing the existing versions?
      [ ] Yes
      [ ] No - ARC review required
      
  3.2 Security
    3.2.1 Secure By Default 
      (see http://opensolaris.org/os/community/arc/policies/secure-by-default/ for details)
      (see http://www.opensolaris.org/os/community/arc/policies/NITS-policy/ for details)
      Are network services enabled by default?
      [ ] Yes - ARC review required
      [ ] No
      [ ] N/A
      
      Are network services automatically enabled by the project during installation?
      [ ] Yes - ARC review required
      [ ] No
      [ ] N/A
      
      Are inbound network communications denied by default?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is inbound data checked to prevent content-based attacks?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is the outbound receiver authenticated?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is the receiver authenticated prior to receiving any sensitive outbound communication?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
    3.2.2 Authorization
      (see http://opensolaris.org/os/community/arc/bestpractices/rbac-auths for details)
      Are there any setuid/setgid privileged binaries in the project?
      [ ] Yes
      [ ] No - continue with next section
      
      If yes then are the setuid/setgid privileges handled by the use of roles?
      [ ] Yes
      [ ] No - ARC review required
      
    3.2.3 Auditing
      (see http://opensolaris.org/os/community/arc/policies/audit-policy/ for details)
      Does this component contain administrative or security enforcing software?
      [ ] Yes
      [ ] No - continue to next section
      
      Do the components create audit logs detailing what took place including what event
      took place, who was involved, when the event took place?
      [ ] Yes
      [ ] No - ARC review required
      
    3.2.4 General Security Questions
      (see http://opensolaris.org/os/community/arc/bestpractices/security-questions/ for details)
      Do the components use standard network protocols?
      [ ] Yes
      [ ] No - ARC review required
      
      Do network services for the project make decisions based upon user, host or 
      service identities?
      [ ] Yes - explain below
      [ ] No
      [ ] N/A
      
      Do the components make use of secret information during authentication and/or
      authorization?
      [ ] Yes - explain below
      [ ] No
      [ ] N/A
    
      
  3.5 Libraries
    Are 64-bit libraries being delivered?
    [ ] Yes
    [ ] No - ARC review required
    
    Are static versions of the library being delivered?
    [ ] Yes - ARC review required
    [ ] No 
    
4.0 Interfaces
  (see http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/ for details)
  4.1 Exported Interfaces
  
    Interface Name		Classification      Comments
    --------------------------- ------------------- ---------------------------
    Wizzy			Volatile            version 0.65
    Bang			Project Private     internally used by Wizzy 
                                                    for extra punch
    SUNWwizzy			Uncommitted         Wizzy's packaging
    
  4.2 Imported Interfaces
    Interface Name		Classification       Comments
    --------------------------- -------------------- --------------------------
    Slushy			Volatile
    Cherry Flavor		Committed
    Stingy			Contracted Volatile  see contract-4
    
    
  Note--Remove all Wizzy, Bang, Slushy, Cherry Flavor, Stingy references
        above as these are simply examples
          
  Brief Interface Classifications - See Appendix C for definitions
    Volatile - use check list for approval
    Uncommitted - ARC review might be required, seek committee member advice
                  package names do not require further review
    Committed - ARC review required
    Project Private - no review required, just documentat in table
    Contracted (interface modifier) - further review required

Appendix A - References
  1. Solaris Installation Locations Policy
     http://opensolaris.org/os/community/arc/policies/install-locations/
  2. /usr/gnu Installation ARC case
     http://opensolaris.org/os/community/arc/caselog/2007/047/
  3. Secure By Default Policy
     http://opensolaris.org/os/community/arc/policies/secure-by-default/
  4. Network Install Time Securityuy Policy
     http://www.opensolaris.org/os/community/arc/policies/NITS-policy/
  5. Adding RBAC Authorizations Policy
     http://opensolaris.org/os/community/arc/bestpractices/rbac-auths
  6. Security Audit Policy
     http://opensolaris.org/os/community/arc/policies/audit-policy/
  7. Security questionaire
     http://opensolaris.org/os/community/arc/bestpractices/security-questions/
  8. Interface Taxonomy
     http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/

Appendix B - Suggested case materials
  1. man pages
  2. SMF manifests
  3. links to contracts
  
Appendix C - Definitions
Maintainer
     an agent responsible for releasing new versions of a program, typically
     the "main" contributor or person incharge of making Architectural
     decisions for the project
Contributor
     an agent who make contributions to a project, typically has a voice in
     making Architectural decisions for the project
Monitoring
     an agent who is only following the changes made in the community and
     has no Architectural input into the project
Volatile
    interfaces that are very fluid and typically follow the originating 
    community.  Typically these interfaces can not be imported by other
    projects.
Uncommitted
    interfaces that are still evolving but will most likely be present from
    release to release.
Committed
    interfaces that are stable and with Sun guaranteeing some level of
    compatibility from release to release.
Project Private
    interfaces that are exposed only to or intended to be used only by
    the project being reviewed.  These interfaces can not be imported by
    other projects.
Not-An-Interface
    components that are not interfaces.
Contracted (interface modifier) - ARC review of Contract required
    interfaces that do not allow another project to import can be 

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*** /shared/sac/LSARC/2008/061/Indiana-Check-list	Tue Jan 29 16:45:40 2008
--- Indiana-Check-list	Fri Feb  8 17:02:05 2008
***************
*** 1,10 ****
! ICL--Indiana Check List
  0.  Introduction
  0.1 Document History
!     Version   Author             Change
      0.1       John Fischer       Initial Draft
      0.2       John Fischer       Modified based upon feedback from ARC members
!     
  0.2 Purpose
      Architecture review at Sun has allowed the company to evolve our projects
      within multiple disjoint groups while still maintaining a cohesive product
--- 1,11 ----
! FCL--FOSS Check List
  0.  Introduction
  0.1 Document History
!     Version   Author             Changes
      0.1       John Fischer       Initial Draft
      0.2       John Fischer       Modified based upon feedback from ARC members
!     0.3       John Fischer       Modified based upon feedback during committee 
!                                  review
  0.2 Purpose
      Architecture review at Sun has allowed the company to evolve our projects
      within multiple disjoint groups while still maintaining a cohesive product
***************
*** 11,22 ****
      line.  Each architecture review was conducted within Sun's control.  With
      the advent of Free Open Source Software processes the control that Sun as
      a company can wield has been diminished.  Now that Sun is moving to a more
!     fluid delivery mechanism with project Indiana we need to evolve the architecture
!     review process.  This document is meant to aid in the architecture review process.
!     Each new project must complete this check list to help ensure that the overall
!     resulting product conforms to Sun product standards.  If the project deviates
!     from these standards further review would be necessary by an architecture review
!     committee.
  1.0 Project Information
  1.1 Name of project/component
  
--- 12,24 ----
      line.  Each architecture review was conducted within Sun's control.  With
      the advent of Free Open Source Software processes the control that Sun as
      a company can wield has been diminished.  Now that Sun is moving to a more
!     fluid delivery mechanism with project Indiana we need to evolve the 
!     architecture review process.  This document is meant to aid in the 
!     architecture review process.  Each new project must complete this check list 
!     to help ensure that the overall resulting product conforms to Sun product 
!     standards.  If the project deviates from these standards further review 
!     would be necessary by an architecture review committee.
!     
  1.0 Project Information
  1.1 Name of project/component
  
***************
*** 34,40 ****
        [ ] Contributor
        [ ] Monitoring
        
!       Will changes be feed back to the community?
        [ ] Yes 
        [ ] No - briefly explain
        
--- 36,43 ----
        [ ] Contributor
        [ ] Monitoring
        
!       Will the project team work with the upstream community to resolve
!       architectural issues of interest to Sun?
        [ ] Yes 
        [ ] No - briefly explain
        
***************
*** 43,55 ****
        [ ] No
        
      2.2.3 Licensing
!       Indicate the license for the component(s)
!       [ ] GPL
!       [ ] Other
        
  3.0 Technical Description
    3.1 Installation & Sharable
!     3.1.1 Installation
        (see http://opensolaris.org/os/community/arc/policies/install-locations/ for details)
        Does this project follow the Install Locations best practice?
        [ ] Yes 
--- 46,58 ----
        [ ] No
        
      2.2.3 Licensing
!       Is the license viral?  GPL is an example of a viral license.
!       [ ] Yes (briefly explain below)
!       [ ] No
        
  3.0 Technical Description
    3.1 Installation & Sharable
!     3.1.1S Solaris Installation - section only required for Solaris Software
        (see http://opensolaris.org/os/community/arc/policies/install-locations/ for details)
        Does this project follow the Install Locations best practice?
        [ ] Yes 
***************
*** 81,88 ****
        [ ] Yes - ARC review required
        [ ] No
        
      3.1.2 Share and Sharable
!       Are any components shared with other Free Open Souce Software (FOSS)?
        [ ] Yes
        [ ] No
      
--- 84,115 ----
        [ ] Yes - ARC review required
        [ ] No
        
+     3.1.1W Windows Installation - section only required for Windows Software
+       (see http://sac.sfbay/WSARC/2002/494 for details)
+       Does this project install software into a 
+       <system drive>:\Program Files\Sun\<product> or <system drive>:\Sun\<product>
+       directory?
+       [ ] Yes
+       [ ] No - ARC review required
+       
+       Does the project use the Windows registry?
+       [ ] Yes
+       [ ] No - ARC review required
+       
+       Does the project use 
+       HKEY_LOCAL_MACHINE\SOFTWARE\Sun Microsystems\<product>\<version>
+       for the registry key?
+       [ ] Yes
+       [ ] No - ARC review required
+       
+       Is the project's stored location
+       HKEY_LOCAL_MACHINE\SOFTWARE\Sun Microsystems\<product id>\<version id>\Path?
+       [ ] Yes
+       [ ] No - ARC review required
+       
      3.1.2 Share and Sharable
!       Does the module include any components that are used or shared by 
!       other projects?
        [ ] Yes
        [ ] No
      
***************
*** 188,220 ****
  4.0 Interfaces
    (see http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/ for details)
    4.1 Exported Interfaces
!     Interface Name		Classification
      
    4.2 Imported Interfaces
!     Interface Name		Classification
  
  
!   Brief Interface Classification definitions
!   Volatile - Fill out Check List
      interfaces that are very fluid and typically follow the originating 
      community.  Typically these interfaces can not be imported by other
      projects.
!   Uncommitted - ARC review required
      interfaces that are still evolving but will most likely be present from
      release to release.
!   Committed - ARC review required
      interfaces that are stable and with Sun guaranteeing some level of
      compatibility from release to release.
!   Project Private
      interfaces that are exposed only to or intended to be used only by
      the project being reviewed.  These interfaces can not be imported by
      other projects.
!   Contracted (interface modifier) - ARC review of Contract required
      interfaces that do not allow another project to import can be 
-   
- Appendix A
- References
- 
- Appendix B - Suggested case materials
-   1. man pages
-   2. SMF manifests
--- 215,296 ----
  4.0 Interfaces
    (see http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/ for details)
    4.1 Exported Interfaces
!   
!     Interface Name		Classification      Comments
!     --------------------------- ------------------- ---------------------------
!     Wizzy			Volatile            version 0.65
!     Bang			Project Private     internally used by Wizzy 
!                                                     for extra punch
!     SUNWwizzy			Uncommitted         Wizzy's packaging
      
    4.2 Imported Interfaces
!     Interface Name		Classification       Comments
!     --------------------------- -------------------- --------------------------
!     Slushy			Volatile
!     Cherry Flavor		Committed
!     Stingy			Contracted Volatile  see contract-4
!     
!     
!   Note--Remove all Wizzy, Bang, Slushy, Cherry Flavor, Stingy references
!         above as these are simply examples
!           
!   Brief Interface Classifications - See Appendix C for definitions
!     Volatile - use check list for approval
!     Uncommitted - ARC review might be required, seek committee member advice
!                   package names do not require further review
!     Committed - ARC review required
!     Project Private - no review required, just documentat in table
!     Contracted (interface modifier) - further review required
  
+ Appendix A - References
+   1. Solaris Installation Locations Policy
+      http://opensolaris.org/os/community/arc/policies/install-locations/
+   2. /usr/gnu Installation ARC case
+      http://opensolaris.org/os/community/arc/caselog/2007/047/
+   3. Secure By Default Policy
+      http://opensolaris.org/os/community/arc/policies/secure-by-default/
+   4. Network Install Time Securityuy Policy
+      http://www.opensolaris.org/os/community/arc/policies/NITS-policy/
+   5. Adding RBAC Authorizations Policy
+      http://opensolaris.org/os/community/arc/bestpractices/rbac-auths
+   6. Security Audit Policy
+      http://opensolaris.org/os/community/arc/policies/audit-policy/
+   7. Security questionaire
+      http://opensolaris.org/os/community/arc/bestpractices/security-questions/
+   8. Interface Taxonomy
+      http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/
  
! Appendix B - Suggested case materials
!   1. man pages
!   2. SMF manifests
!   3. links to contracts
!   
! Appendix C - Definitions
! Maintainer
!      an agent responsible for releasing new versions of a program, typically
!      the "main" contributor or person incharge of making Architectural
!      decisions for the project
! Contributor
!      an agent who make contributions to a project, typically has a voice in
!      making Architectural decisions for the project
! Monitoring
!      an agent who is only following the changes made in the community and
!      has no Architectural input into the project
! Volatile
      interfaces that are very fluid and typically follow the originating 
      community.  Typically these interfaces can not be imported by other
      projects.
! Uncommitted
      interfaces that are still evolving but will most likely be present from
      release to release.
! Committed
      interfaces that are stable and with Sun guaranteeing some level of
      compatibility from release to release.
! Project Private
      interfaces that are exposed only to or intended to be used only by
      the project being reviewed.  These interfaces can not be imported by
      other projects.
! Not-An-Interface
!     components that are not interfaces.
! Contracted (interface modifier) - ARC review of Contract required
      interfaces that do not allow another project to import can be 

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Date: Tue, 19 Feb 2008 09:51:59 -0800
From: John Fischer <John.Fischer@sun.com>
Subject: LSARC/2008/061 - FOSS Check List
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SAC Members,

I recently ran a fast track through LSARC-ext entitled "Indiana fast
track check list" (LSARC/2008/061).  After a 2 week discussion the
attached check list is what was derived.

There were 3 main issues when the case was filed:

	1.  Indiana centric
             resolution--make it a FOSS check list
	2.  Solaris centric
	    resolution--added Windows questions
	3.  Lengthy check list
	    resolution--none just admit it is lengthy, like
                         the 20 questions

Since this check list will effect future cases as essentially placing
them in an Automatic Approval state LSARC thought it was wise to send
it out for a wider review.  Thus this email.

When devising the check list a few of us got together on IRC and tried
to figure out what were the minimum requirements for a FOSS project.
We believed that the integration points were the most critical for us
and included security, installation and making a component sharable.
It was our belief that though other things are desirable from a product
perspective they would not cause us as a committee to derail a fast
track and have a full review.  The check list reflects these beliefs.

Thanks,

John

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FCL--FOSS Check List
0.  Introduction
0.1 Document History
    Version   Author             Changes
    0.1       John Fischer       Initial Draft
    0.2       John Fischer       Modified based upon feedback from ARC members
    0.3       John Fischer       Modified based upon feedback during committee 
                                 review
0.2 Purpose
    Architecture review at Sun has allowed the company to evolve our projects
    within multiple disjoint groups while still maintaining a cohesive product
    line.  Each architecture review was conducted within Sun's control.  With
    the advent of Free Open Source Software processes the control that Sun as
    a company can wield has been diminished.  Now that Sun is moving to a more
    fluid delivery mechanism with project Indiana we need to evolve the 
    architecture review process.  This document is meant to aid in the 
    architecture review process.  Each new project must complete this check list 
    to help ensure that the overall resulting product conforms to Sun product 
    standards.  If the project deviates from these standards further review 
    would be necessary by an architecture review committee.
    
1.0 Project Information
1.1 Name of project/component

1.2 Author of document

2.0 Project Summary
  2.1 Project Description
  
  2.2 Originating Community
    2.2.1 Community Name
    
    2.2.2 Community Involvement
      Indicate Sun's involvement in the community
      [ ] Maintainer
      [ ] Contributor
      [ ] Monitoring
      
      Will the project team work with the upstream community to resolve
      architectural issues of interest to Sun?
      [ ] Yes 
      [ ] No - briefly explain
      
      Will we or are we forking from the community?
      [ ] Yes - ARC review required prior to forking
      [ ] No
      
    2.2.3 Licensing
      Is the license viral?  GPL is an example of a viral license.
      [ ] Yes (briefly explain below)
      [ ] No
      
3.0 Technical Description
  3.1 Installation & Sharable
    3.1.1S Solaris Installation - section only required for Solaris Software
      (see http://opensolaris.org/os/community/arc/policies/install-locations/ for details)
      Does this project follow the Install Locations best practice?
      [ ] Yes 
      [ ] No - ARC review required
      
      Does this project install into /usr under [sbin|bin|lib|include|man|share]?
      [ ] Yes
      [ ] No or N/A
      
      Does this project install into /opt?
      [ ] Yes - explain below
      [ ] No or N/A
      
      Does this project install into a different directory structure?
      [ ] Yes - ARC review required
      [ ] No or N/A
      
      Do any of the components of this project conflict with anything under /usr?
      (see http://opensolaris.org/os/community/arc/caselog/2007/047/ for details)
      [ ] Yes - explain below
      [ ] No
      
      If conflicts exist then will this project install under /usr/gnu?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is this project installing into /usr/sfw?
      [ ] Yes - ARC review required
      [ ] No
      
    3.1.1W Windows Installation - section only required for Windows Software
      (see http://sac.sfbay/WSARC/2002/494 for details)
      Does this project install software into a 
      <system drive>:\Program Files\Sun\<product> or <system drive>:\Sun\<product>
      directory?
      [ ] Yes
      [ ] No - ARC review required
      
      Does the project use the Windows registry?
      [ ] Yes
      [ ] No - ARC review required
      
      Does the project use 
      HKEY_LOCAL_MACHINE\SOFTWARE\Sun Microsystems\<product>\<version>
      for the registry key?
      [ ] Yes
      [ ] No - ARC review required
      
      Is the project's stored location
      HKEY_LOCAL_MACHINE\SOFTWARE\Sun Microsystems\<product id>\<version id>\Path?
      [ ] Yes
      [ ] No - ARC review required
      
    3.1.2 Share and Sharable
      Does the module include any components that are used or shared by 
      other projects?
      [ ] Yes
      [ ] No
    
      If yes are these components packaged to be shared with the other FOSS?
      [ ] Yes
      [ ] No - ARC review required
    
      Are these components already in the Solaris WOS?
      [ ] Yes
      [ ] No - continue with next section
    
      If yes are these newer versions being delivered?
      [ ] Yes
      [ ] No - ARC review required
      
      If yes are the newer versions replacing the existing versions?
      [ ] Yes
      [ ] No - ARC review required
      
  3.2 Security
    3.2.1 Secure By Default 
      (see http://opensolaris.org/os/community/arc/policies/secure-by-default/ for details)
      (see http://www.opensolaris.org/os/community/arc/policies/NITS-policy/ for details)
      Are network services enabled by default?
      [ ] Yes - ARC review required
      [ ] No
      [ ] N/A
      
      Are network services automatically enabled by the project during installation?
      [ ] Yes - ARC review required
      [ ] No
      [ ] N/A
      
      Are inbound network communications denied by default?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is inbound data checked to prevent content-based attacks?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is the outbound receiver authenticated?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is the receiver authenticated prior to receiving any sensitive outbound communication?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
    3.2.2 Authorization
      (see http://opensolaris.org/os/community/arc/bestpractices/rbac-auths for details)
      Are there any setuid/setgid privileged binaries in the project?
      [ ] Yes
      [ ] No - continue with next section
      
      If yes then are the setuid/setgid privileges handled by the use of roles?
      [ ] Yes
      [ ] No - ARC review required
      
    3.2.3 Auditing
      (see http://opensolaris.org/os/community/arc/policies/audit-policy/ for details)
      Does this component contain administrative or security enforcing software?
      [ ] Yes
      [ ] No - continue to next section
      
      Do the components create audit logs detailing what took place including what event
      took place, who was involved, when the event took place?
      [ ] Yes
      [ ] No - ARC review required
      
    3.2.4 General Security Questions
      (see http://opensolaris.org/os/community/arc/bestpractices/security-questions/ for details)
      Do the components use standard network protocols?
      [ ] Yes
      [ ] No - ARC review required
      
      Do network services for the project make decisions based upon user, host or 
      service identities?
      [ ] Yes - explain below
      [ ] No
      [ ] N/A
      
      Do the components make use of secret information during authentication and/or
      authorization?
      [ ] Yes - explain below
      [ ] No
      [ ] N/A
    
      
  3.5 Libraries
    Are 64-bit libraries being delivered?
    [ ] Yes
    [ ] No - ARC review required
    
    Are static versions of the library being delivered?
    [ ] Yes - ARC review required
    [ ] No 
    
4.0 Interfaces
  (see http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/ for details)
  4.1 Exported Interfaces
  
    Interface Name		Classification      Comments
    --------------------------- ------------------- ---------------------------
    Wizzy			Volatile            version 0.65
    Bang			Project Private     internally used by Wizzy 
                                                    for extra punch
    SUNWwizzy			Uncommitted         Wizzy's packaging
    
  4.2 Imported Interfaces
    Interface Name		Classification       Comments
    --------------------------- -------------------- --------------------------
    Slushy			Volatile
    Cherry Flavor		Committed
    Stingy			Contracted Volatile  see contract-4
    
    
  Note--Remove all Wizzy, Bang, Slushy, Cherry Flavor, Stingy references
        above as these are simply examples
          
  Brief Interface Classifications - See Appendix C for definitions
    Volatile - use check list for approval
    Uncommitted - ARC review might be required, seek committee member advice
                  package names do not require further review
    Committed - ARC review required
    Project Private - no review required, just documentat in table
    Contracted (interface modifier) - further review required

Appendix A - References
  1. Solaris Installation Locations Policy
     http://opensolaris.org/os/community/arc/policies/install-locations/
  2. /usr/gnu Installation ARC case
     http://opensolaris.org/os/community/arc/caselog/2007/047/
  3. Secure By Default Policy
     http://opensolaris.org/os/community/arc/policies/secure-by-default/
  4. Network Install Time Securityuy Policy
     http://www.opensolaris.org/os/community/arc/policies/NITS-policy/
  5. Adding RBAC Authorizations Policy
     http://opensolaris.org/os/community/arc/bestpractices/rbac-auths
  6. Security Audit Policy
     http://opensolaris.org/os/community/arc/policies/audit-policy/
  7. Security questionaire
     http://opensolaris.org/os/community/arc/bestpractices/security-questions/
  8. Interface Taxonomy
     http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/

Appendix B - Suggested case materials
  1. man pages
  2. SMF manifests
  3. links to contracts
  
Appendix C - Definitions
Maintainer
     an agent responsible for releasing new versions of a program, typically
     the "main" contributor or person incharge of making Architectural
     decisions for the project
Contributor
     an agent who make contributions to a project, typically has a voice in
     making Architectural decisions for the project
Monitoring
     an agent who is only following the changes made in the community and
     has no Architectural input into the project
Volatile
    interfaces that are very fluid and typically follow the originating 
    community.  Typically these interfaces can not be imported by other
    projects.
Uncommitted
    interfaces that are still evolving but will most likely be present from
    release to release.
Committed
    interfaces that are stable and with Sun guaranteeing some level of
    compatibility from release to release.
Project Private
    interfaces that are exposed only to or intended to be used only by
    the project being reviewed.  These interfaces can not be imported by
    other projects.
Not-An-Interface
    components that are not interfaces.
Contracted (interface modifier) - ARC review of Contract required
    interfaces that do not allow another project to import can be 


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Subject: Re: LSARC/2008/061 - FOSS Check List
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> We believed that the integration points were the most critical for us
> and included security, installation and making a component sharable.


I would add the following perspective, driven in part by the
recent discussions around GPM and HAL (e.g., libpolkit and RBAC):

There are things that Sun/Solaris has that differentiate it from
other operating systems out there; things that we do not want
to devalue, obscure or hide when we include FOSS projects that
overlap in those spaces.  This implies that, when FOSS things
are introduced that reimplement or override or ignore the work
Sun has done in those areas, that the team that is integrating
or using the FOSS project be required to do [something, probably
significant somethings] to ensure that the strategic Solaris
features be used instead.

A first pass list at the Solaris things that need to be chosen
over "linux versions" each and every time there is a conflict
would seem to be:

	Secure by default, auths, audit (already there)
	xVm
	zones / Solaris Containers
	PRM
	RBAC
	TX
	ZFS
	SMF
	FMA
	IPv6
	IPsec
	SCF

I'm sure there are more.

   -John



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From sac-owner Tue Feb 19 13:10:27 2008
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Date: Tue, 19 Feb 2008 15:10:19 -0600
From: Brian Cameron <Brian.Cameron@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
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John:

I think the following would also be useful to ask:

- Does the project have appropriate manpages?
- Does the project have API documentation installed to the system.
   If so, is the documentation referenced in the manpage?
- Is the project I18N ready?
- If the project has a GUI, is it accessible

However, if these sorts of questions don't impact whether the
project would be automatically accepted, I understand not asking
them.  It seems useful to ask, just to prompt people to think
about such issues, and hopefully do things like a11y testing,
though.

Brian


> A first pass list at the Solaris things that need to be chosen
> over "linux versions" each and every time there is a conflict
> would seem to be:
> 
>     Secure by default, auths, audit (already there)
>     xVm
>     zones / Solaris Containers
>     PRM
>     RBAC
>     TX
>     ZFS
>     SMF
>     FMA
>     IPv6
>     IPsec
>     SCF
> 
> I'm sure there are more.


From sac-owner Tue Feb 19 15:27:28 2008
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Date: Tue, 19 Feb 2008 15:27:48 -0800 (PST)
From: Gary Winiger <gww@eng.sun.com>
Message-Id: <200802192327.m1JNRmg1017372@marduk.eng.sun.com>
To: John.Fischer@sun.com, John.Plocher@sun.com
Subject: Re: LSARC/2008/061 - FOSS Check List
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> > We believed that the integration points were the most critical for us
> > and included security, installation and making a component sharable.
> 
> 
> I would add the following perspective, driven in part by the
> recent discussions around GPM and HAL (e.g., libpolkit and RBAC:

	Also, if JohnP ever publishes the "FOSS precidences" policies
	(best practices) I sent him a couple weeks ago, how does
	this align there?  Hint hint JohnP....
	I'll take a closer look at JohnF's check list when I'm back
	in the Office.

Gary..

From sac-owner Tue Feb 19 16:27:05 2008
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> > We believed that the integration points were the most critical for us
> > and included security, installation and making a component sharable.
> 
> 
> I would add the following perspective, driven in part by the
> recent discussions around GPM and HAL (e.g., libpolkit and RBAC:

	Also, if JohnP ever publishes the "FOSS precidences" policies
	(best practices) I sent him a couple weeks ago, how does
	this align there?  Hint hint JohnP....
	I'll take a closer look at JohnF's check list when I'm back
	in the Office.

Gary..

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From sac-owner Wed Feb 20 00:24:15 2008
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Date: Wed, 20 Feb 2008 08:24:02 +0000
From: Trevor Watson <Trevor.Watson@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
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My only comment, for what it is worth, would in the section on licensing:

When asking "Is the license viral?", I wonder if this is asking too much of 
the submitter? What I mean is: how many submitters will actually be qualified 
to make a judgement on whether or not a license is viral - assuming it is not 
GPL? Is that not a quasi-legal definition, requiring legal review?

I guess from my perspective, I would prefer to see the submitter report the 
license type - either as a tickbox or simply enter the type and URL.


Trev

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--------------ms050501050203020701010704--

From sac-owner Wed Feb 20 10:03:20 2008
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Date: Wed, 20 Feb 2008 10:03:06 -0800
From: John Fischer <John.Fischer@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
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Trev,

That is funny as this is how I originally had it in the
check list during round 0.1.  Then I simply had a check
box for GPL and Other which lead to what you see now.  

The original listed the best known license types with
check boxes next to them.  I can redo that if sac thinks
that is better.

Thanks,

John

On Wed, 2008-02-20 at 00:24, Trevor Watson wrote:
> My only comment, for what it is worth, would in the section on licensing:
> 
> When asking "Is the license viral?", I wonder if this is asking too much of 
> the submitter? What I mean is: how many submitters will actually be qualified 
> to make a judgement on whether or not a license is viral - assuming it is not 
> GPL? Is that not a quasi-legal definition, requiring legal review?
> 
> I guess from my perspective, I would prefer to see the submitter report the 
> license type - either as a tickbox or simply enter the type and URL.
> 
> 
> Trev


From sac-owner Wed Feb 20 10:04:53 2008
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Date: Wed, 20 Feb 2008 10:04:30 -0800
From: John Fischer <John.Fischer@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
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Brian,

As you know these types of questions came up during the
review in LSARC.  What was stated then was that these types
of things were part of fit-n-finish and should be part of
a C-Team check list.  These things would not cause the
FOSS project to need further review.

Thanks,

John

On Tue, 2008-02-19 at 13:10, Brian Cameron wrote:
> John:
> 
> I think the following would also be useful to ask:
> 
> - Does the project have appropriate manpages?
> - Does the project have API documentation installed to the system.
>    If so, is the documentation referenced in the manpage?
> - Is the project I18N ready?
> - If the project has a GUI, is it accessible
> 
> However, if these sorts of questions don't impact whether the
> project would be automatically accepted, I understand not asking
> them.  It seems useful to ask, just to prompt people to think
> about such issues, and hopefully do things like a11y testing,
> though.
> 
> Brian
> 
> 
> > A first pass list at the Solaris things that need to be chosen
> > over "linux versions" each and every time there is a conflict
> > would seem to be:
> > 
> >     Secure by default, auths, audit (already there)
> >     xVm
> >     zones / Solaris Containers
> >     PRM
> >     RBAC
> >     TX
> >     ZFS
> >     SMF
> >     FMA
> >     IPv6
> >     IPsec
> >     SCF
> > 
> > I'm sure there are more.
> 


From sac-owner Wed Feb 20 10:18:13 2008
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Date: Wed, 20 Feb 2008 10:18:09 -0800
From: John Fischer <John.Fischer@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
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Gary,

I haven't seen it.  John P needs to get this 
out soon so that I can look at it.  So I can
not even begin to answer your question.

Sorry,

John

On Tue, 2008-02-19 at 15:27, Gary Winiger wrote:
> > > We believed that the integration points were the most critical for us
> > > and included security, installation and making a component sharable.
> > 
> > 
> > I would add the following perspective, driven in part by the
> > recent discussions around GPM and HAL (e.g., libpolkit and RBAC:
> 
> 	Also, if JohnP ever publishes the "FOSS precidences" policies
> 	(best practices) I sent him a couple weeks ago, how does
> 	this align there?  Hint hint JohnP....
> 	I'll take a closer look at JohnF's check list when I'm back
> 	in the Office.
> 
> Gary..


From sac-owner Wed Feb 20 10:18:38 2008
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From: James Carlson <james.d.carlson@sun.com>
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Subject: Re: LSARC/2008/061 - FOSS Check List
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John Fischer writes:
> The original listed the best known license types with
> check boxes next to them.  I can redo that if sac thinks
> that is better.

I'm still confused about how SAC or the ARC could ever use this
information in any reasonable way.  We're not trained as lawyers, and
it doesn't strike me as architectural.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From sac-owner Wed Feb 20 10:19:43 2008
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Date: Wed, 20 Feb 2008 10:19:34 -0800
From: John Fischer <John.Fischer@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
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John,

How about adding a section about duplication of similar
core interfaces within Solaris?  I would state that these
FOSS components would require further review (i.e., do
not fit with the Automatic approval).  So something like:

	3.3 Core Solaris Components
	    Do the components of this project compete with
            or duplicate core Solaris components?
            [ ] Yes
            [ ] No

            If yes please check the appropriate core component
            below:
            [ ] Secure By Default
            [ ] Authorizations
            [ ] Audit
            [ ] xVm
            [ ] zones / Solaris Containers
            [ ] PRM
            [ ] RBAC
            [ ] TX / Trusted Extensions
            [ ] ZFS
            [ ] SMF
            [ ] FMA
            [ ] IPv6
            [ ] IPsec
            [ ] SCF
            [ ] Other - specify below
            
            If any of the above are checked then further 
            ARC review is required.

Would that help or only muddy things more?

Thanks,

John

On Tue, 2008-02-19 at 10:19, John Plocher wrote:
> > We believed that the integration points were the most critical for us
> > and included security, installation and making a component sharable.
> 
> 
> I would add the following perspective, driven in part by the
> recent discussions around GPM and HAL (e.g., libpolkit and RBAC):
> 
> There are things that Sun/Solaris has that differentiate it from
> other operating systems out there; things that we do not want
> to devalue, obscure or hide when we include FOSS projects that
> overlap in those spaces.  This implies that, when FOSS things
> are introduced that reimplement or override or ignore the work
> Sun has done in those areas, that the team that is integrating
> or using the FOSS project be required to do [something, probably
> significant somethings] to ensure that the strategic Solaris
> features be used instead.
> 
> A first pass list at the Solaris things that need to be chosen
> over "linux versions" each and every time there is a conflict
> would seem to be:
> 
> 	Secure by default, auths, audit (already there)
> 	xVm
> 	zones / Solaris Containers
> 	PRM
> 	RBAC
> 	TX
> 	ZFS
> 	SMF
> 	FMA
> 	IPv6
> 	IPsec
> 	SCF
> 
> I'm sure there are more.
> 
>    -John
> 
> 


From sac-owner Wed Feb 20 10:22:15 2008
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James,

It was simply added to aid in the review process.  If a viral
component were to be added to a well known location say /usr/lib
then wouldn't we want to look closer at it as a licensee and/or
committee member?

Thanks,

John

On Wed, 2008-02-20 at 10:18, James Carlson wrote:
> John Fischer writes:
> > The original listed the best known license types with
> > check boxes next to them.  I can redo that if sac thinks
> > that is better.
> 
> I'm still confused about how SAC or the ARC could ever use this
> information in any reasonable way.  We're not trained as lawyers, and
> it doesn't strike me as architectural.
> 
> -- 
> James Carlson, Solaris Networking              <james.d.carlson@sun.com>
> Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
> MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677


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John Fischer wrote:
> Gary,
> 
> I haven't seen it.  John P needs to get this 
> out soon

Here is what Gary sent me...

   -John

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Date: Mon, 04 Feb 2008 17:09:30 -0800 (PST)
From: Gary Winiger <gww@eng.sun.com>
Subject: Policy and Practices extracted
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John,

	This is pretty much the write up I did some time ago for my group.
I also sent it to Comay and You on 7 November 2007 at 1328 and asked then:

P.S.   John you also asked for a copy.  If you believe this should go into
        some case log or all-arcs or something other than flush.... Let
        me know how to proceed.

	ABICT, I never got a response or did anything to follow up.
I've updated this a little today.  Corrected spelling and added the
Best Practices section.

Gary..
P.S.	It took a while to convince some of LSARC that SAC policies
	applied to their reviews.  That was sometime late last year.

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A list of Precedents and Policies for administrative/security
related CLIs/functions has been available in the SAC logs for some
time.  I've been meaning to pull it out for solsec.  These go back
sometime.  The various case histories that I easily dug up (there may
be others) are:

	PSARC/1999/555 Getting with the Freeware Program

		* Established an initial set of non-ON/AT&T/UCB
		  CLIs and supporting libraries to be shipped
		  with/supported with Solaris.
		  The risks pointed out included keeping up to date.
		  These all shipped in /usr/{bin,lib}/ and didn't have
		  name conflicts with existing Solaris CLIs/libraries

	PSARC/2000/488 Solaris/Linux Commands Compatibility

		* Established the "External" interface taxonomy.
		* Set aside the ``Sun Application Binary Guarantee''
		  for these CLIs.
		* Established a residence (/usr/sfw) outside the
		  default Solaris paths so customers wouldn't treat
		  as under Sun ABI Guarantee/Support.
		* Added a number of CLIs, some with 'g' prefixes.
		* Established the following Security concerns/policies
		  guidelines/requirements for suid or otherwise privilege
		  programs:
		  - All authentication is to be performed through PAM
		    (See PAM policy below).
		  - Interaction with the Solaris auditing framework
		    is "highly desirable".  N.B. a later SAC policy
		    (see below) establishes that appropriate audit
		    is required using the Solaris Audit framework.

	PSARC/2005/185 Enabling serendipitous discovery
		
		* Notes that "External" taxonomy is largely misapplied.
		* Breaks the requirement for a separate residence
		  for "External" interface taxonomy interfaces to
		  reside in /usr/sfw.
		* Reinforces that FOSS still comes under the process
		  review rules.
		* Suggests a migration out of /usr/sfw into /usr.

	PSARC/2005/220  New Public Taxonomy 
		
		* Does away with the misapplied "External" taxonomy.
		* Establishes interface taxonomies based on how Sun
		  will support the interfaces rather than the perceived
		  tie in with the source of the interface:
		  - Committed -- can be used with confidence that binaries
		    will continue to run without change across patches and
		    minor releases.  Encompasses formal (and de facto)
		    standards.
		  - Uncommitted -- can be used with less confidence that
		    binaries will continue to run without change across
		    minor releases.  Not a license for gratuitous change,
		    but a more wiggle room.
		  - Volatile -- interface can change at any time for any
		    reason.  Use at your own risk.  Often appropriate
		    for functionality over which Sun values change over
		    stability.
		  - Not-an-Interface -- just that, don't even think of
		    programming to this.  Normally meant for such things
		    as human readable output or icon placement or menu
		    contents.

	PSARC/2007/048  Include GNU coreutils 6.7
		
		* Established a bunch "GNU" commands considered core
		  in /usr hierarchy.
		* Establishes a "/usr/gnu" hierarchy for commands the
		  conflict with existing Solaris commands.
		* Reinforces the use PAM and Solaris Audit requirements
		  from 2000/488

	Policies.
	========
	N.B. Some of these policies may be out of date with respect to
	     the internal versions of them.  Sac staff doesn't alawys
	     have the time to sync them up.  The internal versions can
	     be found at:
	     http://sac.eng/BestPractices/bp.cgi?NAME=INDEX&OWNER=SAC

	http://opensolaris.org/os/community/arc/policies/shared-sharable/
		Packaging rules for system extensions

		* Establishes the packaging rules such as components
		  may only be delivered from one package.  This is
		  the famous PSARC/1991/061 case.
		* Gives some implementation guidance.

	http://opensolaris.org/os/community/arc/policies/libraries/
		Library and Shared Object Requirements
		
		* Establishes rules for shared library naming and
		  versioning.
		* Gives some implementation guidance.

	http://opensolaris.org/os/community/arc/policies/SMF-policy/
		Service Management Facility (SMF) usage

		* Established the use of SMF for all Solaris services.
		* Gives requirements and details for meeting the
		  "Secure by Default" (SBD) and "Role Based Access
		  Control" (RBAC) project policies.
		* Gives advice on how to correctly configure services.
		
	http://opensolaris.org/os/community/arc/policies/NITS-policy/
		Network Install-Time Security
		
		* Security SWG policy for security during and as the
		  result of installation.
		* Defines security requirements for inbound and outbound
		  network communications

	http://opensolaris.org/os/community/arc/policies/PAM/
		 PAM (Plugable Authentication Modules) usage requirements

		* Establishes the use of PAM for all authentication
		  and reauthentication.
		* Includes details and guides for use.
		* Associated with auditing and points to the Solaris Audit
		  Policy

	http://opensolaris.org/os/community/arc/policies/audit-policy/
		  Solaris Auditing Policy
		
		* Pretty much defines what needs to be audited.
		* Includes details on what makes up an audit record.
		* Points to the Audit project team for advice 
		* Gives some broad implementation guides.

	Best Practices.
	==============
	     Same N.B. as above.  Secrity SWG internal versions can be found
	     at:
	     http://sac.eng/BestPractices/bp.cgi?NAME=INDEX&OWNER=Security-SWG

	http://opensolaris.org/os/community/arc/bestpractices/rbac-intro/
		When to use setuid -vs- RBAC roles and profiles

		* Discusses when to use setuid (forced privileges) and
		  introduces the use or RBAC and its interactions with
		  Solaris.
		* Historic with historic references.

	http://opensolaris.org/os/community/arc/bestpractices/rbac-auths/
		Adding RBAC Authorizations

		* How to guide for adding Authorizations to Solaris.

	http://opensolaris.org/os/community/arc/bestpractices/rbac-profiles/
		Building RBAC Rights Profiles

		* How to guide for adding Rights Profiles to Solaris.

	http://opensolaris.org/os/community/arc/bestpractices/passwords-cli/
		Reusable Passwords In Command Line Arguments and Environment
		Variables

		* From the Security SWG
		* Security concerns and guide lines prohibiting exposure
		  of reusable passwords.

	http://opensolaris.org/os/community/arc/bestpractices/passwords-files/
		Storing Reusable Passwords on a Filesystem

		* From the Security SWG
		* Security concerns and requirements for protection if/when
		  reusable passwords are stored in the Filesystem.
		  


@(#)AdminSecReqs	1.3 08/02/04

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From sac-owner Wed Feb 20 10:32:01 2008
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> Here is what Gary sent me...

	Just sent to JohnF privately for his processing.  I'm about
	to start looking at the original proposal.

Gary..

From sac-owner Wed Feb 20 10:35:46 2008
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John Fischer writes:
> It was simply added to aid in the review process.  If a viral
> component were to be added to a well known location say /usr/lib
> then wouldn't we want to look closer at it as a licensee and/or
> committee member?

As I said, I don't see how it "aids" in any particular way.  We're not
lawyers.  Why should we be trying to apply our lack of expertise to
this touchy domain?  Or inventing our own novel legal/marketing
concepts such as "viral licensing?"  Especially when we'd end up being
liable when (not if) we amateur lawyers get it wrong?

For what it's worth, the system is just littered with software with
odd licensing arrangements, and little way to manage those.  I'm not
sure it's something we can rightly do much about.  It has to be
Somebody Else's problem.  ;-}

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From sac-owner Wed Feb 20 10:55:36 2008
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Subject: Re: LSARC/2008/061 - FOSS Check List 
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>John Fischer writes:
>> It was simply added to aid in the review process.  If a viral
>> component were to be added to a well known location say /usr/lib
>> then wouldn't we want to look closer at it as a licensee and/or
>> committee member?
>
>As I said, I don't see how it "aids" in any particular way.  We're not
>lawyers.  Why should we be trying to apply our lack of expertise to
>this touchy domain?  Or inventing our own novel legal/marketing
>concepts such as "viral licensing?"  Especially when we'd end up being
>liable when (not if) we amateur lawyers get it wrong?
>
>For what it's worth, the system is just littered with software with
>odd licensing arrangements, and little way to manage those.  I'm not
>sure it's something we can rightly do much about.  It has to be
>Somebody Else's problem.  ;-}


If this is going to replace the "in bound OpenSource Review" process,
then there is a big risk; if it is NOT going to replace the lawyer's
review, why can't why just put the OSR case # in the FOSS checklist?


Casper


From sac-owner Wed Feb 20 11:10:11 2008
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On Wed, Feb 20, 2008 at 07:55:33PM +0100, Casper.Dik@Sun.COM wrote:
> 
> >John Fischer writes:
> >> It was simply added to aid in the review process.  If a viral
> >> component were to be added to a well known location say /usr/lib
> >> then wouldn't we want to look closer at it as a licensee and/or
> >> committee member?
> >
> >As I said, I don't see how it "aids" in any particular way.  We're not
> >lawyers.  Why should we be trying to apply our lack of expertise to
> >this touchy domain?  Or inventing our own novel legal/marketing
> >concepts such as "viral licensing?"  Especially when we'd end up being
> >liable when (not if) we amateur lawyers get it wrong?
> >
> >For what it's worth, the system is just littered with software with
> >odd licensing arrangements, and little way to manage those.  I'm not
> >sure it's something we can rightly do much about.  It has to be
> >Somebody Else's problem.  ;-}
> 
> 
> If this is going to replace the "in bound OpenSource Review" process,
> then there is a big risk; if it is NOT going to replace the lawyer's
> review, why can't why just put the OSR case # in the FOSS checklist?

There are two problems that I see:

1) OSRs don't help us evaluate whether importing a given interface into
   another is allowed or what its consequences are (this being the viral
   part) -- OSRs are not machine-readable, requiring a human to read the
   opinion and then make this evaluation.  The OSR opinion may lack
   sufficient information!

2) The decision of what to do about the consequences of importing, say,
   a GPLed interface in a non-GPLed project is a *business* decision,
   not a legal nor architectural decision.

   But in order to make this decision those consequences need to be
   clear.  See (1).

So, perhaps the OSR process needs some updates, and the SDF process
needs some updates to deal with (2), and the ARC and c-teams need to
enforce business decisions relating to (2).

Nico
-- 

From sac-owner Wed Feb 20 11:13:21 2008
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>So, perhaps the OSR process needs some updates, and the SDF process
>needs some updates to deal with (2), and the ARC and c-teams need to
>enforce business decisions relating to (2).

So the output of the OSR process should include the "Viral" Boolean?

Casper


From sac-owner Wed Feb 20 11:15:17 2008
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Date: Wed, 20 Feb 2008 11:15:04 -0800
From: John Plocher <John.Plocher@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
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James.D.Carlson wrote:
> As I said, I don't see how it "aids" in any particular way.

"it" == "the question about license type".

I think (TM) that the only reason the license question is there
is so that other consumers (i.e., not ARC) can see it and take
action.  Like it or not, the ARC process is probably the only
place where a project that is going the automatic approval route
is going to get *any* scrutiny...

That said, I agree with you - the license question isn't really
architectural, and should not be on a "potential architectural
issues?" checklist.  I'd rather use the few brain cells we have
available to capture real architectural disconnects and not
implementation or other people's process checkpoints.

   -John


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On Wed, Feb 20, 2008 at 08:13:16PM +0100, Casper.Dik@Sun.COM wrote:
> 
> >So, perhaps the OSR process needs some updates, and the SDF process
> >needs some updates to deal with (2), and the ARC and c-teams need to
> >enforce business decisions relating to (2).
> 
> So the output of the OSR process should include the "Viral" Boolean?

One output is: allowed/denied for requested use.

Another is (particularly for blanket use requests): viral boolean, and
if true, license(s) that importing projects must adopt.

Nico
-- 

From sac-owner Wed Feb 20 11:23:32 2008
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John Fischer wrote:
> John,
> 
> How about adding a section about duplication of similar
> core interfaces within Solaris?  I would state that these
> FOSS components would require further review (i.e., do
> not fit with the Automatic approval).  So something like:
> 
> 	3.3 Core Solaris Components
> 	    Do the components of this project compete with
>             or duplicate core Solaris components?
>             [ ] Yes
>             [ ] No

I think this is a very valuable question to ask. As the recent libpolkit 
example showed, we need to think carefully about introducing parallel 
technologies that duplicate existing components, particularly when the 
result is doubling the amount of system administration required.

> 
>             If yes please check the appropriate core component
>             below:
>             [ ] Secure By Default
>             [ ] Authorizations
>             [ ] Audit
>             [ ] xVm
>             [ ] zones / Solaris Containers
>             [ ] PRM
>             [ ] RBAC
>             [ ] TX / Trusted Extensions
>             [ ] ZFS
>             [ ] SMF
>             [ ] FMA
>             [ ] IPv6
>             [ ] IPsec
>             [ ] SCF
>             [ ] Other - specify below
>             
>             If any of the above are checked then further 
>             ARC review is required.
> 

However, I don't think this list is particularly helpful. Not everything 
listed here is a Solaris component, and the list is sure to change over 
time. Instead, I'd suggest a simple "If yes, please explain."

	Scott

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Nicolas Williams writes:
> So, perhaps the OSR process needs some updates, and the SDF process
> needs some updates to deal with (2), and the ARC and c-teams need to
> enforce business decisions relating to (2).

The ARC doesn't really have the ability to "enforce" anything.  We
review documentation.  If it's enforcement we're after here, then that
needs to rest with the C-team.

If there's some defined way for us to perform some useful (and legally
safe) service by our evaluation of licenses as one aspect of
architectural dependency inspection, then, great, let's do that.  I
just don't see how that service exists or what that non-expert
evaluation could possibly be.

Requesting that project teams tell us that they've been through the
required legal review process and (if they can't) telling them that
they need to do this seems like a good checklist item, in as much as
we do the same thing for UI and other reviews.  I like Casper's
suggestion to ask for the OSR number.

(In fact, I'm not sure we're properly equipped to review *any* sort of
legal issue.  The fact that we're debating a checkbox item that
appears to be based on a misunderstanding -- I don't think there's any
legal precedent that establishes the concept of a "viral license" or
provides any way to identify it correctly -- just underscores that
point.)

I understand that there's a generalized fear of a GPL bogeyman out
there, and substantial misunderstanding of how those license terms may
affect a project, but I fail to see how the ARC is helping out by
providing amateur legal analysis as part of the mix.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From sac-owner Wed Feb 20 11:25:35 2008
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Casper.Dik@sun.com wrote:
>> So, perhaps the OSR process needs some updates, and the SDF process
>> needs some updates to deal with (2), and the ARC and c-teams need to
>> enforce business decisions relating to (2).
> 
> So the output of the OSR process should include the "Viral" Boolean?
> 
> Casper
> 

That seems like a practical solution.

The only thing worse than ARC members acting as amateur lawyers is 
asking the submitter to do so.

	Scott


From sac-owner Wed Feb 20 11:30:42 2008
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Date: Wed, 20 Feb 2008 11:30:36 -0800
From: John Fischer <John.Fischer@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
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Casper, James, Nico,

Ok.  Great.  I'll modify the check list to ask
for the OSR number.  Although that is already 
in the integration criteria.  So perhaps it is
not needed at all.  Thoughts?

Thanks,

John

On Wed, 2008-02-20 at 11:25, Scott Rotondo wrote:
> Casper.Dik@sun.com wrote:
> >> So, perhaps the OSR process needs some updates, and the SDF process
> >> needs some updates to deal with (2), and the ARC and c-teams need to
> >> enforce business decisions relating to (2).
> > 
> > So the output of the OSR process should include the "Viral" Boolean?
> > 
> > Casper
> > 
> 
> That seems like a practical solution.
> 
> The only thing worse than ARC members acting as amateur lawyers is 
> asking the submitter to do so.
> 
> 	Scott
> 


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Subject: Re: LSARC/2008/061 - FOSS Check List
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On Wed, Feb 20, 2008 at 02:24:59PM -0500, James Carlson wrote:
> Nicolas Williams writes:
> > So, perhaps the OSR process needs some updates, and the SDF process
> > needs some updates to deal with (2), and the ARC and c-teams need to
> > enforce business decisions relating to (2).
> 
> The ARC doesn't really have the ability to "enforce" anything.  We
> review documentation.  If it's enforcement we're after here, then that
> needs to rest with the C-team.

Fine, c-team then (I listed both, and expected your answer).

> If there's some defined way for us to perform some useful (and legally
> safe) service by our evaluation of licenses as one aspect of
> architectural dependency inspection, then, great, let's do that.  I
> just don't see how that service exists or what that non-expert
> evaluation could possibly be.

The evaluation needs to be done by Legal, but a decision of whether to
accept the consequences of using some library or other in some project
is a business decision.  ARC/c-team/whoever need to be a firewall that
checks that this process has been followed.

> Requesting that project teams tell us that they've been through the
> required legal review process and (if they can't) telling them that
> they need to do this seems like a good checklist item, in as much as
> we do the same thing for UI and other reviews.  I like Casper's
> suggestion to ask for the OSR number.

Sure, but you still need to look at the OSR and check that it was
approved.

My comment (1) was about the OSR process, and (2) was about the SDF
process, where someone makes a business decision and someone else checks
that the OSR process has been followed and the business decision made
and effected.

> I understand that there's a generalized fear of a GPL bogeyman out
> there, and substantial misunderstanding of how those license terms may
> affect a project, but I fail to see how the ARC is helping out by
> providing amateur legal analysis as part of the mix.

I'm not arguing that the ARC has any role here other than to ensure that
other parts of the process have been followed, and if the c-team is more
appropriate for that, then that's fine with me.

I think the role of the ARC here is a rathole.  The business aspects of
dealing with legal issues is the key.

Nico
-- 

From sac-owner Wed Feb 20 11:34:37 2008
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Date: Wed, 20 Feb 2008 14:34:36 -0500
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To: Nicolas Williams <Nicolas.Williams@sun.com>
Cc: Casper.Dik@sun.com, John.Fischer@sun.com,
        Trevor Watson <Trevor.Watson@sun.com>, sac-review@sac.sfbay.sun.com
Subject: Re: LSARC/2008/061 - FOSS Check List
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Nicolas Williams writes:
> On Wed, Feb 20, 2008 at 08:13:16PM +0100, Casper.Dik@Sun.COM wrote:
> > 
> > >So, perhaps the OSR process needs some updates, and the SDF process
> > >needs some updates to deal with (2), and the ARC and c-teams need to
> > >enforce business decisions relating to (2).
> > 
> > So the output of the OSR process should include the "Viral" Boolean?
> 
> One output is: allowed/denied for requested use.
> 
> Another is (particularly for blanket use requests): viral boolean, and
> if true, license(s) that importing projects must adopt.

You're assuming (a) that there's some legal definition of a "viral"
license, as opposed to one that merely has specific and perhaps
onerous usage restrictions, (b) that there's either only one "kind" of
virality or that there's some useful superset that can encompass such
terms, (c) that project teams understand what usages fall under which
terms of a given license, and (d) that at least some notable subset of
us have the legal training and authority to make a proper evaluation
of these things that would be valid for SMI, because ruling things
both in and out of scope is hazardous.

I'm pretty sure we fail on each of those tests.

And you're assuming that these simple library licensing issues are the
only legal issues or are somehow the most important ones that might
dog a team.  Not IPR assertions or patent claims.  Not restrictions on
documentation.  Not trademarks or L&F.

In short, if you need a lawyer, then get one.  Relying on amateurs to
do the job for you means you get what you pay for, and encoding this
one strange belief about GPL into the checklist just doesn't make
sense to me.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From sac-owner Wed Feb 20 11:35:32 2008
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To: John Fischer <John.Fischer@sun.com>
Cc: Scott Rotondo <Scott.Rotondo@sun.com>, Casper Dik <Casper.Dik@sun.com>,
        James Carlson <James.D.Carlson@sun.com>,
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Subject: Re: LSARC/2008/061 - FOSS Check List
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On Wed, Feb 20, 2008 at 11:30:36AM -0800, John Fischer wrote:
> Ok.  Great.  I'll modify the check list to ask
> for the OSR number.  Although that is already 
> in the integration criteria.  So perhaps it is
> not needed at all.  Thoughts?

There's no need to do that though -- legal review is already covered in
the c-team and RTI checklists (though this needs to be opened).

From sac-owner Wed Feb 20 11:35:42 2008
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To: John.Fischer@sun.com
Cc: Scott Rotondo <Scott.Rotondo@sun.com>, Casper Dik <Casper.Dik@sun.com>,
        Nicolas Williams <Nicolas.Williams@sun.com>,
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Subject: Re: LSARC/2008/061 - FOSS Check List
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John Fischer writes:
> Casper, James, Nico,
> 
> Ok.  Great.  I'll modify the check list to ask
> for the OSR number.  Although that is already 
> in the integration criteria.  So perhaps it is
> not needed at all.  Thoughts?

I don't think it's needed at all, but if the point of the checklist is
to function as a "heads up" for project teams that may be less than
fully clued into the development process, _perhaps_ it might be
helpful.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From sac-owner Wed Feb 20 11:36:59 2008
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On Wed, Feb 20, 2008 at 02:34:36PM -0500, James Carlson wrote:
> Nicolas Williams writes:
> > On Wed, Feb 20, 2008 at 08:13:16PM +0100, Casper.Dik@Sun.COM wrote:
> > > 
> > > >So, perhaps the OSR process needs some updates, and the SDF process
> > > >needs some updates to deal with (2), and the ARC and c-teams need to
> > > >enforce business decisions relating to (2).
> > > 
> > > So the output of the OSR process should include the "Viral" Boolean?
> > 
> > One output is: allowed/denied for requested use.
> > 
> > Another is (particularly for blanket use requests): viral boolean, and
> > if true, license(s) that importing projects must adopt.
> 
> You're assuming (a) that there's some legal definition of a "viral"

What part of "if true, license(s) that importing projects must adopt"
doesn't provide a definition suitable for *this* discussion?  (As
opposed to suitable material for an actual document.)

Nico
-- 

From sac-owner Wed Feb 20 11:48:05 2008
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Cc: Casper.Dik@sun.com, John.Fischer@sun.com,
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Subject: Re: LSARC/2008/061 - FOSS Check List
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On Wed, Feb 20, 2008 at 01:36:58PM -0600, Nicolas Williams wrote:
> On Wed, Feb 20, 2008 at 02:34:36PM -0500, James Carlson wrote:
> > Nicolas Williams writes:
> > > On Wed, Feb 20, 2008 at 08:13:16PM +0100, Casper.Dik@Sun.COM wrote:
> > > > 
> > > > >So, perhaps the OSR process needs some updates, and the SDF process
> > > > >needs some updates to deal with (2), and the ARC and c-teams need to
> > > > >enforce business decisions relating to (2).
> > > > 
> > > > So the output of the OSR process should include the "Viral" Boolean?
> > > 
> > > One output is: allowed/denied for requested use.
> > > 
> > > Another is (particularly for blanket use requests): viral boolean, and
> > > if true, license(s) that importing projects must adopt.
> > 
> > You're assuming (a) that there's some legal definition of a "viral"
> 
> What part of "if true, license(s) that importing projects must adopt"
> doesn't provide a definition suitable for *this* discussion?  (As
> opposed to suitable material for an actual document.)

Actually, that can be made better: "if true, these are the
business-impacting consequences of importing these interfaces into this
project".

Still, this isn't architecture.  The legal and business processes need
to be documented, and the c-team (which already enforces this) needs to
continue to enforce this.

So I'm in violent agreement with James.

From sac-owner Wed Feb 20 11:49:01 2008
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> It was our belief that though other things are desirable from a product
> perspective they would not cause us as a committee to derail a fast
> track and have a full review.  The check list reflects these beliefs.

	Agreed.  What would the opinion say other than here's the beef.

> 2.0 Project Summary

>     2.2.3 Licensing
>       Is the license viral?  GPL is an example of a viral license.
>       [ ] Yes (briefly explain below)
>       [ ] No

	Would it be better to ask:  "Is the license one of the approved
	licenses -- see http:// ....."
	[ ] Yes
	[ ] No -- legal review needed.

	Missing seems to be
	* Release binding
	What is is the release binding?
	(see http://opensolaris.org/os/community/arc/policies/release-taxonomy/)
	[ ] Major
	[ ] Minor
	[ ] Patch
	[ ] Unknown -- ARC review required

> 3.0 Technical Description

	Missing seems to be
	* Services
	(see http://opensolaris.org/os/community/arc/policies/SMF-policy/)

>   3.2 Security

>     3.2.2 Authorization
>       (see http://opensolaris.org/os/community/arc/bestpractices/rbac-auths for details)

	This really isn't a good reference.  This is a how to guide to add
	authorizations to Solaris consolidations.  Perhaps an updated
	http://opensolaris.org/os/community/arc/bestpractices/rbac-intro/
	is needed.
	Also if this is reference is felt to be what's indeed appropriate,
	http://opensolaris.org/os/community/arc/bestpractices/rbac-profiles/
	must also be included.

>       Are there any setuid/setgid privileged binaries in the project?
>       [ ] Yes
	
	IMO, yes requires review.  I believe that's what PSARC/2000/488
	Solaris/Linux Commands Compatibility
	intended to establish.

>       [ ] No - continue with next section
>       

>     3.2.3 Auditing
>       (see http://opensolaris.org/os/community/arc/policies/audit-policy/ for details)
>       Does this component contain administrative or security enforcing software?
>       [ ] Yes
	
	Again, IMO requires review.  Same precedent.

>       [ ] No - continue to next section
>       
>       Do the components create audit logs detailing what took place including what event
>       took place, who was involved, when the event took place?
>       [ ] Yes

	See PSARC/2003/397 in the audit policy, in place contract required
	before integration.  Should be part of a review.

>       [ ] No - ARC review required

	Missing seem to be
	* Authentication
	(see http://opensolaris.org/os/community/arc/policies/PAM/)

	* Passwords
	(see http://opensolaris.org/os/community/arc/bestpractices/passwords-cli/
	and
	http://opensolaris.org/os/community/arc/bestpractices/passwords-files/)

> Appendix A - References

	And probably some additional ones as added to the main body.

> Appendix B - Suggested case materials
>   1. man pages
>   2. SMF manifests
>   3. links to contracts
    
    4. Authorizations
    5. Rights Profiles
    6. Privileges

> Appendix C - Definitions

> Volatile
>     interfaces that are very fluid and typically follow the originating 
>     community.  Typically these interfaces can not be imported by other
>     projects.
> Uncommitted
>     interfaces that are still evolving but will most likely be present from
>     release to release.
> Committed
>     interfaces that are stable and with Sun guaranteeing some level of
>     compatibility from release to release.
> Project Private
>     interfaces that are exposed only to or intended to be used only by
>     the project being reviewed.  These interfaces can not be imported by
>     other projects.
> Not-An-Interface
>     components that are not interfaces.
> Contracted (interface modifier) - ARC review of Contract required
>     interfaces that do not allow another project to import can be 

	For these a cross reference to
	http://opensolaris.org/os/community/arc/policies/interface-taxonomy/
	would seem useful.

	I presume this "check list" will end up as an OS.O ARC policy
	some where.

Gary..	

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To: Nicolas Williams <Nicolas.Williams@sun.com>
Cc: Casper.Dik@sun.com, John.Fischer@sun.com,
        Trevor Watson <Trevor.Watson@sun.com>, sac-review@sac.sfbay.sun.com
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Nicolas Williams writes:
> On Wed, Feb 20, 2008 at 02:34:36PM -0500, James Carlson wrote:
> > You're assuming (a) that there's some legal definition of a "viral"
> 
> What part of "if true, license(s) that importing projects must adopt"
> doesn't provide a definition suitable for *this* discussion?  (As
> opposed to suitable material for an actual document.)

A classic example is a license that provides automatic and implicit
patent grants when an implementation conforms to some standard, but
requires explicit license negotiation with the patent holder for any
other use.  Or one that has one set of terms for software released
under an OSI-approved license and another for all others.  Or for
software under particular terms.

In other words, the terms of the license that are important to a given
project may well depend on the nature of the project itself, or even
the end user.

I think we're deep-ending on this, but the point is that the orginal
checklist question seems to have been formulated around GPLv2 as
though that were "the special license" for which we need to provide
specific safeguards, but I'm not so sure that apparent assumption is
true in any sense.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From sac-owner Wed Feb 20 11:52:13 2008
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Date: Wed, 20 Feb 2008 11:51:54 -0800
From: John Fischer <John.Fischer@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
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John and Gary,

Thanks for the information.  Seeing Gary's email and
question perhaps I need to define how I got to this
list.  First I went to the best practices and concentrated
on the 3 areas of security, installation and share/sharable.  
I took the various policies and questionnaires and converted
them into a check-list.  Then I looked at various case 
history like the gnu install case and did the same.

I think that Gary's list simply points people to relevant
sac documentation where as this check list asks are you
following the documentation in the area of security, 
installation and share/sharable.  His list would be the
Appendix A - References section of the check list.
This check list helps project determine if they are 
following the policy and if not tells them that they
need further review by a committee.

Hopefully this helps,

John

On Wed, 2008-02-20 at 10:28, John Plocher wrote:
> John Fischer wrote:
> > Gary,
> > 
> > I haven't seen it.  John P needs to get this 
> > out soon
> 
> Here is what Gary sent me...
> 
>    -John
> 
> ______________________________________________________________________
> From: Gary Winiger <gww@eng.sun.com>
> To: John.Plocher@Sun.COM
> Cc: gww@marduk.eng.sun.com
> Subject: Policy and Practices extracted
> Date: Mon, 04 Feb 2008 17:09:30 -0800
> 


From sac-owner Wed Feb 20 11:59:01 2008
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Date: Wed, 20 Feb 2008 11:58:46 -0800
From: John Fischer <John.Fischer@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
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All,

I agree that we are not qualified to evaluate the license.
I will be pulling it from the check-list unless someone speaks
up in strong favor to keeping it in.  My intent in adding it
was to help raise the "hebe gebes" factor when including this
type of license.  Notice that the check list does not say ARC
review required.  Thus it was just to aid in the evaluation 
of what the project team was doing.  

The original questionnaire read:

    2.2.3 Licensing
      Indicate the license for the component(s)
      [ ] GPL
      [ ] LGPL
      [ ] BSD
      [ ] MPL
      [ ] MIT
      [ ] CDDL
      [ ] Other - specify with link to license

No mention of viral.  It simply gave the indication 
of what was being included.

Again, I will be removing it unless someone speaks up.

Thanks,

John

On Wed, 2008-02-20 at 11:36, Nicolas Williams wrote:
> On Wed, Feb 20, 2008 at 02:34:36PM -0500, James Carlson wrote:
> > Nicolas Williams writes:
> > > On Wed, Feb 20, 2008 at 08:13:16PM +0100, Casper.Dik@Sun.COM wrote:
> > > > 
> > > > >So, perhaps the OSR process needs some updates, and the SDF process
> > > > >needs some updates to deal with (2), and the ARC and c-teams need to
> > > > >enforce business decisions relating to (2).
> > > > 
> > > > So the output of the OSR process should include the "Viral" Boolean?
> > > 
> > > One output is: allowed/denied for requested use.
> > > 
> > > Another is (particularly for blanket use requests): viral boolean, and
> > > if true, license(s) that importing projects must adopt.
> > 
> > You're assuming (a) that there's some legal definition of a "viral"
> 
> What part of "if true, license(s) that importing projects must adopt"
> doesn't provide a definition suitable for *this* discussion?  (As
> opposed to suitable material for an actual document.)
> 
> Nico
> -- 


From sac-owner Wed Feb 20 12:01:15 2008
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Date: Wed, 20 Feb 2008 14:01:05 -0600
From: Brian Cameron <Brian.Cameron@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
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Trevor:

One problem is that there are a *lot* of free and opensource licenses.
It's hard to predict and list them all in checkbox form.  I agree, it
might be better to do away with a checkbox and have the user fill in a
blank here.

Brian


> My only comment, for what it is worth, would in the section on licensing:
> 
> When asking "Is the license viral?", I wonder if this is asking too much 
> of the submitter? What I mean is: how many submitters will actually be 
> qualified to make a judgement on whether or not a license is viral - 
> assuming it is not GPL? Is that not a quasi-legal definition, requiring 
> legal review?
> 
> I guess from my perspective, I would prefer to see the submitter report 
> the license type - either as a tickbox or simply enter the type and URL.
> 
> 
> Trev


From sac-owner Wed Feb 20 12:02:27 2008
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Date: Wed, 20 Feb 2008 14:02:18 -0600
From: Brian Cameron <Brian.Cameron@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
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J
John:

> As you know these types of questions came up during the
> review in LSARC.  What was stated then was that these types
> of things were part of fit-n-finish and should be part of
> a C-Team check list.  These things would not cause the
> FOSS project to need further review.

I know, and sorry if I am being a nag, I just wanted to toss
the idea out there again.  While the answers to such questions
might not trigger further review, it still seems it might be
useful to include such questions just to make sure that people
are thinking about these things.  However, it others don't see
the value, I won't press further.

Brian


> On Tue, 2008-02-19 at 13:10, Brian Cameron wrote:
>> John:
>>
>> I think the following would also be useful to ask:
>>
>> - Does the project have appropriate manpages?
>> - Does the project have API documentation installed to the system.
>>    If so, is the documentation referenced in the manpage?
>> - Is the project I18N ready?
>> - If the project has a GUI, is it accessible
>>
>> However, if these sorts of questions don't impact whether the
>> project would be automatically accepted, I understand not asking
>> them.  It seems useful to ask, just to prompt people to think
>> about such issues, and hopefully do things like a11y testing,
>> though.
>>
>> Brian
>>
>>
>>> A first pass list at the Solaris things that need to be chosen
>>> over "linux versions" each and every time there is a conflict
>>> would seem to be:
>>>
>>>     Secure by default, auths, audit (already there)
>>>     xVm
>>>     zones / Solaris Containers
>>>     PRM
>>>     RBAC
>>>     TX
>>>     ZFS
>>>     SMF
>>>     FMA
>>>     IPv6
>>>     IPsec
>>>     SCF
>>>
>>> I'm sure there are more.
> 


From sac-owner Wed Feb 20 12:12:19 2008
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Subject: Re: LSARC/2008/061 - FOSS Check List
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John:

> The original questionnaire read:
> 
>     2.2.3 Licensing
>       Indicate the license for the component(s)
>       [ ] GPL
>       [ ] LGPL
>       [ ] BSD
>       [ ] MPL
>       [ ] MIT
>       [ ] CDDL
>       [ ] Other - specify with link to license

Note, the original (version 1) MIT license is viral, while later
revisions are not.  Should probably list the viral vs. non-viral
MIT licenses separately.

Brian

From sac-owner Wed Feb 20 13:00:45 2008
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Date: Wed, 20 Feb 2008 13:00:34 -0800
From: Alan Coopersmith <Alan.Coopersmith@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
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John Fischer wrote:
> 	3.3 Core Solaris Components
> 	    Do the components of this project compete with
>             or duplicate core Solaris components?

>             [ ] PRM

You'd actually have to expand this acronym, since despite 5 years
on the ARC, I had no idea what it was in John's list - it's not a
well known Solaris technology.

>             [ ] SMF

This isn't a complete/duplicate issue, but a use SMF vs. /etc/rc*.d
scripts.

>             [ ] IPv6
>             [ ] IPsec

These are IETF standards, and in some areas we lag behind the open
source there, so I'm not sure they make sense in a "compete or
duplicate" list.

-- 
	-Alan Coopersmith-           alan.coopersmith@sun.com
	 Sun Microsystems, Inc. - X Window System Engineering


From sac-owner Wed Feb 20 13:27:27 2008
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Date: Wed, 20 Feb 2008 13:27:26 -0800
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To: Gary Winiger <gww@eng.sun.com>
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Subject: Re: LSARC/2008/061 - FOSS Check List
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On Wed, Feb 20, 2008 at 11:49:23AM -0800, Gary Winiger wrote:

> > Appendix B - Suggested case materials
> >   1. man pages
> >   2. SMF manifests
> >   3. links to contracts
>     
>     4. Authorizations
>     5. Rights Profiles
>     6. Privileges

I think these three are simply interfaces, rather than case materials /
documentation, no?

Danek

From sac-owner Wed Feb 20 13:36:44 2008
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> >     4. Authorizations
> >     5. Rights Profiles
> >     6. Privileges
> 
> I think these three are simply interfaces, rather than case materials /
> documentation, no?

	Ya.  They just popped up in my mind here....

Gary..

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On Feb 20, 2008, at 9:00 PM, Alan Coopersmith wrote:

> John Fischer wrote:
>> 	3.3 Core Solaris Components
>> 	    Do the components of this project compete with
>>            or duplicate core Solaris components?
>
>>            [ ] PRM
>
> You'd actually have to expand this acronym, since despite 5 years
> on the ARC, I had no idea what it was in John's list - it's not a
> well known Solaris technology.

Process Rights Management.

And the other one SCF, is Solaris Crypto Framework.

>>            [ ] SMF
>
> This isn't a complete/duplicate issue, but a use SMF vs. /etc/rc*.d
> scripts.

There are two issues... First, as you said, use SMF. If you can not  
and you have to go back to using /etc/rc scripts, the project needs  
more scrutiny because doing it eliminates the value of SMF to  
customers since these packages are outside the normal way of doing  
things. I am not saying don't do it, I am saying we have to think  
first before going back to the old way of /etc/rc scripts for all open  
source packages. Second, think twice about adding software that  
manages the services that are still using /etc/rc. That would be bad.  
two separate frameworks for managing daemons that don't know about  
each other.

>>            [ ] IPv6

Adding software that does explicitly not support IPv6 can mean that  
Solaris may be deemed not to support IPv6, and this has implications  
for government sales. Projects like CIFS needed to get waivers since  
it did not support IPv6. The vast majority of packages that use  
networking will not have this issue. Again, this not a stopper, but a  
reason for scrutiny.

>>            [ ] IPsec
>
> These are IETF standards, and in some areas we lag behind the open
> source there, so I'm not sure they make sense in a "compete or
> duplicate" list.

Do not add IPsec tools from the opensource because they will break our  
implementation. Specifically, our implementation (not the standards)  
are not typical and porting those tools needs additional scrutiny.  
Maybe this is not well named.

>
> -- 
> 	-Alan Coopersmith-           alan.coopersmith@sun.com
> 	 Sun Microsystems, Inc. - X Window System Engineering
>


From Mark.Carlson@sun.com Wed Feb 27 16:00:11 2008
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Subject: Re: LSARC/2008/061 - Indiana check list
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Can we bless this at the next LSARC meeting?

I have projects wanting me to be their fast track
submitters...

-- mark

John Fischer wrote:
> All,
>
> Based on feedback from Llyod and Brian I have updated the
> check list.  I have attached the modified version and a
> diff file.
>
> Thanks,
>
> John

From John.Fischer@sun.com Wed Feb 27 16:05:44 2008
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Date: Wed, 27 Feb 2008 16:05:24 -0800
From: John Fischer <John.Fischer@sun.com>
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No.  I need to modify it to include the feedback from sac-review.
Then we can start using it.

John

Mark A. Carlson wrote:
> Can we bless this at the next LSARC meeting?
> 
> I have projects wanting me to be their fast track
> submitters...
> 
> -- mark
> 
> John Fischer wrote:
>> All,
>>
>> Based on feedback from Llyod and Brian I have updated the
>> check list.  I have attached the modified version and a
>> diff file.
>>
>> Thanks,
>>
>> John

From sac-owner Tue Apr  1 15:22:29 2008
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All,

I have folded in all feedback from the sac-review process
and from Gary Winiger (thanks Gary).

The main changes are:

	added Release Binding section
	removal of Licensing section
	added Services section
	added Authentication section
	added Passwords section
	added Core Solaris Components section

The diff file is attached as is the updated check list.

Please provide feedback by Tuesday April 8th, 2008.

Thanks,

John


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FCL--FOSS Check List
0.  Introduction
0.1 Document History
    Version   Author             Changes
    0.1       John Fischer       Initial Draft
    0.2       John Fischer       Modified based upon feedback from ARC members
    0.3       John Fischer       Modified based upon feedback during committee 
                                 review
    0.4       John Fischer       Modified based upon SAC review feedback
    
0.2 Purpose
    Architecture review at Sun has allowed the company to evolve our projects
    within multiple disjoint groups while still maintaining a cohesive product
    line.  Each architecture review was conducted within Sun's control.  With
    the advent of Free Open Source Software processes the control that Sun as
    a company can wield has been diminished.  Now that Sun is moving to a more
    fluid delivery mechanism with project Indiana we need to evolve the 
    architecture review process.  This document is meant to aid in the 
    architecture review process.  Each new project must complete this check list 
    to help ensure that the overall resulting product conforms to Sun product 
    standards.  If the project deviates from these standards further review 
    would be necessary by an architecture review committee.
    
1.0 Project Information
1.1 Name of project/component

1.2 Author of document

2.0 Project Summary
  2.1 Project Description
  
  2.2 Release binding
      What is is the release binding?
      (see http://opensolaris.org/os/community/arc/policies/release-taxonomy/)
      [ ] Major
      [ ] Minor
      [ ] Patch or Micro
      [ ] Unknown -- ARC review required

  2.3 Originating Community
    2.3.1 Community Name
    
    2.3.2 Community Involvement
      Indicate Sun's involvement in the community
      [ ] Maintainer
      [ ] Contributor
      [ ] Monitoring
      
      Will the project team work with the upstream community to resolve
      architectural issues of interest to Sun?
      [ ] Yes 
      [ ] No - briefly explain
      
      Will we or are we forking from the community?
      [ ] Yes - ARC review required prior to forking
      [ ] No
      
3.0 Technical Description
  3.1 Installation & Sharable
    3.1.1S Solaris Installation - section only required for Solaris Software
      (see http://opensolaris.org/os/community/arc/policies/install-locations/ for details)
      Does this project follow the Install Locations best practice?
      [ ] Yes 
      [ ] No - ARC review required
      
      Does this project install into /usr under [sbin|bin|lib|include|man|share]?
      [ ] Yes
      [ ] No or N/A
      
      Does this project install into /opt?
      [ ] Yes - explain below
      [ ] No or N/A
      
      Does this project install into a different directory structure?
      [ ] Yes - ARC review required
      [ ] No or N/A
      
      Do any of the components of this project conflict with anything under /usr?
      (see http://opensolaris.org/os/community/arc/caselog/2007/047/ for details)
      [ ] Yes - explain below
      [ ] No
      
      If conflicts exist then will this project install under /usr/gnu?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is this project installing into /usr/sfw?
      [ ] Yes - ARC review required
      [ ] No
      
    3.1.1W Windows Installation - section only required for Windows Software
      (see http://sac.sfbay/WSARC/2002/494 for details)
      Does this project install software into a 
      <system drive>:\Program Files\Sun\<product> or <system drive>:\Sun\<product>
      directory?
      [ ] Yes
      [ ] No - ARC review required
      
      Does the project use the Windows registry?
      [ ] Yes
      [ ] No - ARC review required
      
      Does the project use 
      HKEY_LOCAL_MACHINE\SOFTWARE\Sun Microsystems\<product>\<version>
      for the registry key?
      [ ] Yes
      [ ] No - ARC review required
      
      Is the project's stored location
      HKEY_LOCAL_MACHINE\SOFTWARE\Sun Microsystems\<product id>\<version id>\Path?
      [ ] Yes
      [ ] No - ARC review required
      
    3.1.2 Share and Sharable
      Does the module include any components that are used or shared by 
      other projects?
      [ ] Yes
      [ ] No
    
      If yes are these components packaged to be shared with the other FOSS?
      [ ] Yes
      [ ] No - ARC review required
    
      Are these components already in the Solaris WOS?
      [ ] Yes
      [ ] No - continue with next section
    
      If yes are these newer versions being delivered?
      [ ] Yes
      [ ] No - ARC review required
      
      If yes are the newer versions replacing the existing versions?
      [ ] Yes
      [ ] No - ARC review required

  3.2 Libraries
      Are 64-bit libraries being delivered?
      [ ] Yes
      [ ] No - ARC review required
    
      Are static versions of the library being delivered?
      [ ] Yes - ARC review required
      [ ] No 
      
  3.3 Services and the /etc Directory
      (see http://opensolaris.org/os/community/arc/policies/SMF-policy/)
      Does the project integrate anything into /etc/init.d or /etc/rc?.d?
      [ ] Yes - ARC review required
      [ ] No
      
      Does the project integrate any new entries into /etc/inittab or
      /etc/inetd.conf?
      [ ] Yes - ARC review required
      [ ] No
      
      Does the project integrate any private non-public files into /etc/default
      or /etc/ configuration files?
      [ ] Yes - ARC review required
      [ ] No
      
      Does the service manifests method context grant rights above that
      of the noaccess user and basic privilege set?
      [ ] Yes - ARC review required
      [ ] No
        
  3.4 Security
    3.4.1 Secure By Default 
      (see http://opensolaris.org/os/community/arc/policies/secure-by-default/ for details)
      (see http://www.opensolaris.org/os/community/arc/policies/NITS-policy/ for details)
      (see parts of http://opensolaris.org/os/community/arc/policies/SMF-policy/ for
       addtional details)
      Are network services enabled by default?
      [ ] Yes - ARC review required
      [ ] No
      [ ] N/A
      
      Are network services automatically enabled by the project during installation?
      [ ] Yes - ARC review required
      [ ] No
      [ ] N/A
      
      Are inbound network communications denied by default?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is inbound data checked to prevent content-based attacks?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is the outbound receiver authenticated?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is the receiver authenticated prior to receiving any sensitive outbound communication?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
    3.4.2 Authorization
      (see http://opensolaris.org/os/community/arc/bestpractices/rbac-intro/ and
	   http://opensolaris.org/os/community/arc/bestpractices/rbac-profiles/ and
	   http://opensolaris.org/os/community/arc/bestpractices/rbac-profiles/
           for details)
      Are there any setuid/setgid privileged binaries in the project?
      [ ] Yes - ARC review required
      [ ] No - continue with next section
      
      If yes then are the setuid/setgid privileges handled by the use of roles?
      [ ] Yes
      [ ] No - ARC review required

    3.4.3 Auditing
      (see http://opensolaris.org/os/community/arc/policies/audit-policy/ for details)
      (see http://opensolaris.org/os/community/arc/caselog/2003/397 for details)
      Does this component contain administrative or security enforcing software?
      [ ] Yes - ARC review required
      [ ] No - continue to next section
      
      (see http://opensolaris.org/os/community/arc/caselog/2003/397 for details)
      Do the components create audit logs detailing what took place including what event
      took place, who was involved, when the event took place?
      [ ] Yes - ARC contract and Audit project team review required
      [ ] No - ARC review required
        
        
    3.4.4 Authentication
      (see http://opensolaris.org/os/community/arc/policies/PAM/)
      Do the components contain any authentication code?
      [ ] Yes
      [ ] No - continue to next section
      
      If yes do the components use PAM (plugable authentication modules) for authentication?
      [ ] Yes
      [ ] No - ARC review required
      
      If yes is a single PAM session maintained during authentication?
      [ ] Yes
      [ ] No - ARC review required
      
      If yes are the components sufficiently privileged to allow the requested 
      operations (authentication, password change, process credential manipulation, 
      audit state initialization)?
      [ ] Yes - briefly describe below
      [ ] No - ARC review required
      
    3.4.5 Passwords
      (see http://opensolaris.org/os/community/arc/bestpractices/passwords-cli/ and
           http://opensolaris.org/os/community/arc/bestpractices/passwords-files/ for details)
      Do any of the components for the project deal with passwords?
      [ ] Yes
      [ ] No - continue to next section
      
      If yes are these passwords entered via the CLI or environment?
      [ ] Yes - ARC review required
      [ ] No
      
      Are passwords stored within the file system for the component?
      [ ] Yes
      [ ] No - continue to next section
      
      If yes are the permissions on the file such to protect exposing the password(s)?
      [ ] Yes
      [ ] No - ARC review required
      
    3.4.6 General Security Questions
      (see http://opensolaris.org/os/community/arc/bestpractices/security-questions/ for details)
      Do the components use standard network protocols?
      [ ] Yes
      [ ] No - ARC review required
      
      Do network services for the project make decisions based upon user, host or 
      service identities?
      [ ] Yes - explain below
      [ ] No
      [ ] N/A
      
      Do the components make use of secret information during authentication and/or
      authorization?
      [ ] Yes - explain below
      [ ] No
      [ ] N/A
  
  3.5 Networking
      Do the components access the network?
      [ ] Yes
      [ ] No - continue to next section
      
      If yes do the components support IPv6?
      [ ] Yes 
      [ ] No - ARC review required
          
  3.6 Core Solaris Components
      Do the components of this project compete with or duplicate core 
      Solaris components?
      [ ] Yes - ARC review required
      [ ] No 
      
      Examples of Core Solaris Components include but are not limited to:
      
        Secure By Default
        Authorizations
        PAM -- Plugable Authentication Module
        Privilege
        PRM -- Process Rights Management -- Privilege
        Audit
        xVm -- Virtualization
        zones / Solaris Containers
        PRM -- Process Rights Management
        RBAC -- Role Based Access Control
        TX / Trusted Extensions
        ZFS
        SMF -- Service Management Facility
        FMA -- Fault Management Architecture
        SCF -- Smart Card Facility
        IPsec
        
4.0 Interfaces
  (see http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/ for details)
  4.1 Exported Interfaces
  
    Interface Name		Classification      Comments
    --------------------------- ------------------- ---------------------------
    Wizzy			Volatile            version 0.65
    Bang			Project Private     internally used by Wizzy 
                                                    for extra punch
    SUNWwizzy			Uncommitted         Wizzy's packaging
    
  4.2 Imported Interfaces
    Interface Name		Classification       Comments
    --------------------------- -------------------- --------------------------
    Slushy			Volatile
    Cherry Flavor		Committed
    Stingy			Contracted Volatile  see contract-4
    
    
  Note--Remove all Wizzy, Bang, Slushy, Cherry Flavor, Stingy references
        above as these are simply examples
          
  Brief Interface Classifications - See Appendix C for definitions
    Volatile - use check list for approval
    Uncommitted - ARC review might be required, seek committee member advice
                  package names do not require further review
    Committed - ARC review required
    Project Private - no review required, just documentat in table
    Contracted (interface modifier) - further review required

Appendix A - References
  1.  Solaris Installation Locations Policy
      http://opensolaris.org/os/community/arc/policies/install-locations/
  2.  /usr/gnu Installation ARC case
      http://opensolaris.org/os/community/arc/caselog/2007/047/
  3.  Secure By Default Policy
      http://opensolaris.org/os/community/arc/policies/secure-by-default/
  4.  Network Install Time Securityuy Policy
      http://www.opensolaris.org/os/community/arc/policies/NITS-policy/
  5.  Adding RBAC Authorizations Policy
      http://opensolaris.org/os/community/arc/bestpractices/rbac-auths/
  6.  When to use setuid -vs- RBAC roles and profiles
      http://opensolaris.org/os/community/arc/bestpractices/rbac-intro/ and
  7.  Building RBAC Rights Profiles
      http://opensolaris.org/os/community/arc/bestpractices/rbac-profiles/
  8.  Solaris Audit Policy
      http://opensolaris.org/os/community/arc/policies/audit-policy/
  9.  Security questionaire
      http://opensolaris.org/os/community/arc/bestpractices/security-questions/
  10. Interface Taxonomy
      http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/
  11. Plugable Authentication Modules -- PAM
      http://opensolaris.org/os/community/arc/policies/PAM/
  12. Reusable Passwords In Command Line Arguments and Environment Variables
      http://opensolaris.org/os/community/arc/bestpractices/passwords-cli/
  13. Storing Reusable Passwords on a Filesystem
      http://opensolaris.org/os/community/arc/bestpractices/passwords-files/
  14. Release Taxonomy
      http://opensolaris.org/os/community/arc/policies/release-taxonomy/
  15. Service Management Facility (SMF) usage
      http://opensolaris.org/os/community/arc/policies/SMF-policy/

  
Appendix B - Suggested case materials
  1. man pages
  2. SMF manifests
  3. links to contracts
  
Appendix C - Definitions
Submitter
     an agent responsible for creation of an ARC project along with the
     materials describing that project.
Owner
     the ARC agent responsible for shepherding the case through review
     and ensuring a formal opinion is written where required.
Maintainer
     an agent responsible for releasing new versions of a program, typically
     the "main" contributor or person incharge of making Architectural
     decisions for the project
Contributor
     an agent who make contributions to a project, typically has a voice in
     making Architectural decisions for the project
Monitoring
     an agent who is only following the changes made in the community and
     has no Architectural input into the project
Volatile*
    interfaces that are very fluid and typically follow the originating 
    community.  Typically these interfaces can not be imported by other
    projects.
Uncommitted*
    interfaces that are still evolving but will most likely be present from
    release to release.
Committed*
    interfaces that are stable and with Sun guaranteeing some level of
    compatibility from release to release.
Project Private*
    interfaces that are exposed only to or intended to be used only by
    the project being reviewed.  These interfaces can not be imported by
    other projects.
Not-An-Interface*
    components that are not interfaces.
Contracted* (interface modifier) - ARC review of Contract required
    interfaces that do not allow another project to import can be 

*Note: see http://opensolaris.org/os/community/arc/policies/interface-taxonomy/ for details

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*** foss-check-list.txt	Tue Apr  1 15:15:39 2008
--- /home/johnf/ARC/foss-check-list.txt	Tue Apr  1 15:12:14 2008
***************
*** 6,11 ****
--- 6,13 ----
      0.2       John Fischer       Modified based upon feedback from ARC members
      0.3       John Fischer       Modified based upon feedback during committee 
                                   review
+     0.4       John Fischer       Modified based upon SAC review feedback
+     
  0.2 Purpose
      Architecture review at Sun has allowed the company to evolve our projects
      within multiple disjoint groups while still maintaining a cohesive product
***************
*** 27,36 ****
  2.0 Project Summary
    2.1 Project Description
    
!   2.2 Originating Community
!     2.2.1 Community Name
      
!     2.2.2 Community Involvement
        Indicate Sun's involvement in the community
        [ ] Maintainer
        [ ] Contributor
--- 29,46 ----
  2.0 Project Summary
    2.1 Project Description
    
!   2.2 Release binding
!       What is is the release binding?
!       (see http://opensolaris.org/os/community/arc/policies/release-taxonomy/)
!       [ ] Major
!       [ ] Minor
!       [ ] Patch or Micro
!       [ ] Unknown -- ARC review required
! 
!   2.3 Originating Community
!     2.3.1 Community Name
      
!     2.3.2 Community Involvement
        Indicate Sun's involvement in the community
        [ ] Maintainer
        [ ] Contributor
***************
*** 45,55 ****
        [ ] Yes - ARC review required prior to forking
        [ ] No
        
-     2.2.3 Licensing
-       Is the license viral?  GPL is an example of a viral license.
-       [ ] Yes (briefly explain below)
-       [ ] No
-       
  3.0 Technical Description
    3.1 Installation & Sharable
      3.1.1S Solaris Installation - section only required for Solaris Software
--- 55,60 ----
***************
*** 128,138 ****
        If yes are the newer versions replacing the existing versions?
        [ ] Yes
        [ ] No - ARC review required
        
!   3.2 Security
!     3.2.1 Secure By Default 
        (see http://opensolaris.org/os/community/arc/policies/secure-by-default/ for details)
        (see http://www.opensolaris.org/os/community/arc/policies/NITS-policy/ for details)
        Are network services enabled by default?
        [ ] Yes - ARC review required
        [ ] No
--- 133,175 ----
        If yes are the newer versions replacing the existing versions?
        [ ] Yes
        [ ] No - ARC review required
+ 
+   3.2 Libraries
+       Are 64-bit libraries being delivered?
+       [ ] Yes
+       [ ] No - ARC review required
+     
+       Are static versions of the library being delivered?
+       [ ] Yes - ARC review required
+       [ ] No 
        
!   3.3 Services and the /etc Directory
!       (see http://opensolaris.org/os/community/arc/policies/SMF-policy/)
!       Does the project integrate anything into /etc/init.d or /etc/rc?.d?
!       [ ] Yes - ARC review required
!       [ ] No
!       
!       Does the project integrate any new entries into /etc/inittab or
!       /etc/inetd.conf?
!       [ ] Yes - ARC review required
!       [ ] No
!       
!       Does the project integrate any private non-public files into /etc/default
!       or /etc/ configuration files?
!       [ ] Yes - ARC review required
!       [ ] No
!       
!       Does the service manifests method context grant rights above that
!       of the noaccess user and basic privilege set?
!       [ ] Yes - ARC review required
!       [ ] No
!         
!   3.4 Security
!     3.4.1 Secure By Default 
        (see http://opensolaris.org/os/community/arc/policies/secure-by-default/ for details)
        (see http://www.opensolaris.org/os/community/arc/policies/NITS-policy/ for details)
+       (see parts of http://opensolaris.org/os/community/arc/policies/SMF-policy/ for
+        addtional details)
        Are network services enabled by default?
        [ ] Yes - ARC review required
        [ ] No
***************
*** 163,190 ****
        [ ] No - ARC review required
        [ ] N/A
        
!     3.2.2 Authorization
!       (see http://opensolaris.org/os/community/arc/bestpractices/rbac-auths for details)
        Are there any setuid/setgid privileged binaries in the project?
!       [ ] Yes
        [ ] No - continue with next section
        
        If yes then are the setuid/setgid privileges handled by the use of roles?
        [ ] Yes
        [ ] No - ARC review required
!       
!     3.2.3 Auditing
        (see http://opensolaris.org/os/community/arc/policies/audit-policy/ for details)
        Does this component contain administrative or security enforcing software?
!       [ ] Yes
        [ ] No - continue to next section
        
        Do the components create audit logs detailing what took place including what event
        took place, who was involved, when the event took place?
        [ ] Yes
        [ ] No - ARC review required
        
!     3.2.4 General Security Questions
        (see http://opensolaris.org/os/community/arc/bestpractices/security-questions/ for details)
        Do the components use standard network protocols?
        [ ] Yes
--- 200,272 ----
        [ ] No - ARC review required
        [ ] N/A
        
!     3.4.2 Authorization
!       (see http://opensolaris.org/os/community/arc/bestpractices/rbac-intro/ and
! 	   http://opensolaris.org/os/community/arc/bestpractices/rbac-profiles/ and
! 	   http://opensolaris.org/os/community/arc/bestpractices/rbac-profiles/
!            for details)
        Are there any setuid/setgid privileged binaries in the project?
!       [ ] Yes - ARC review required
        [ ] No - continue with next section
        
        If yes then are the setuid/setgid privileges handled by the use of roles?
        [ ] Yes
        [ ] No - ARC review required
! 
!     3.4.3 Auditing
        (see http://opensolaris.org/os/community/arc/policies/audit-policy/ for details)
+       (see http://opensolaris.org/os/community/arc/caselog/2003/397 for details)
        Does this component contain administrative or security enforcing software?
!       [ ] Yes - ARC review required
        [ ] No - continue to next section
        
+       (see http://opensolaris.org/os/community/arc/caselog/2003/397 for details)
        Do the components create audit logs detailing what took place including what event
        took place, who was involved, when the event took place?
+       [ ] Yes - ARC contract and Audit project team review required
+       [ ] No - ARC review required
+         
+         
+     3.4.4 Authentication
+       (see http://opensolaris.org/os/community/arc/policies/PAM/)
+       Do the components contain any authentication code?
        [ ] Yes
+       [ ] No - continue to next section
+       
+       If yes do the components use PAM (plugable authentication modules) for authentication?
+       [ ] Yes
        [ ] No - ARC review required
        
!       If yes is a single PAM session maintained during authentication?
!       [ ] Yes
!       [ ] No - ARC review required
!       
!       If yes are the components sufficiently privileged to allow the requested 
!       operations (authentication, password change, process credential manipulation, 
!       audit state initialization)?
!       [ ] Yes - briefly describe below
!       [ ] No - ARC review required
!       
!     3.4.5 Passwords
!       (see http://opensolaris.org/os/community/arc/bestpractices/passwords-cli/ and
!            http://opensolaris.org/os/community/arc/bestpractices/passwords-files/ for details)
!       Do any of the components for the project deal with passwords?
!       [ ] Yes
!       [ ] No - continue to next section
!       
!       If yes are these passwords entered via the CLI or environment?
!       [ ] Yes - ARC review required
!       [ ] No
!       
!       Are passwords stored within the file system for the component?
!       [ ] Yes
!       [ ] No - continue to next section
!       
!       If yes are the permissions on the file such to protect exposing the password(s)?
!       [ ] Yes
!       [ ] No - ARC review required
!       
!     3.4.6 General Security Questions
        (see http://opensolaris.org/os/community/arc/bestpractices/security-questions/ for details)
        Do the components use standard network protocols?
        [ ] Yes
***************
*** 201,217 ****
        [ ] Yes - explain below
        [ ] No
        [ ] N/A
!     
        
!   3.5 Libraries
!     Are 64-bit libraries being delivered?
!     [ ] Yes
!     [ ] No - ARC review required
!     
!     Are static versions of the library being delivered?
!     [ ] Yes - ARC review required
!     [ ] No 
!     
  4.0 Interfaces
    (see http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/ for details)
    4.1 Exported Interfaces
--- 283,323 ----
        [ ] Yes - explain below
        [ ] No
        [ ] N/A
!   
!   3.5 Networking
!       Do the components access the network?
!       [ ] Yes
!       [ ] No - continue to next section
        
!       If yes do the components support IPv6?
!       [ ] Yes 
!       [ ] No - ARC review required
!           
!   3.6 Core Solaris Components
!       Do the components of this project compete with or duplicate core 
!       Solaris components?
!       [ ] Yes - ARC review required
!       [ ] No 
!       
!       Examples of Core Solaris Components include but are not limited to:
!       
!         Secure By Default
!         Authorizations
!         PAM -- Plugable Authentication Module
!         Privilege
!         PRM -- Process Rights Management -- Privilege
!         Audit
!         xVm -- Virtualization
!         zones / Solaris Containers
!         PRM -- Process Rights Management
!         RBAC -- Role Based Access Control
!         TX / Trusted Extensions
!         ZFS
!         SMF -- Service Management Facility
!         FMA -- Fault Management Architecture
!         SCF -- Smart Card Facility
!         IPsec
!         
  4.0 Interfaces
    (see http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/ for details)
    4.1 Exported Interfaces
***************
*** 243,265 ****
      Contracted (interface modifier) - further review required
  
  Appendix A - References
!   1. Solaris Installation Locations Policy
!      http://opensolaris.org/os/community/arc/policies/install-locations/
!   2. /usr/gnu Installation ARC case
!      http://opensolaris.org/os/community/arc/caselog/2007/047/
!   3. Secure By Default Policy
!      http://opensolaris.org/os/community/arc/policies/secure-by-default/
!   4. Network Install Time Securityuy Policy
!      http://www.opensolaris.org/os/community/arc/policies/NITS-policy/
!   5. Adding RBAC Authorizations Policy
!      http://opensolaris.org/os/community/arc/bestpractices/rbac-auths
!   6. Security Audit Policy
!      http://opensolaris.org/os/community/arc/policies/audit-policy/
!   7. Security questionaire
!      http://opensolaris.org/os/community/arc/bestpractices/security-questions/
!   8. Interface Taxonomy
!      http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/
  
  Appendix B - Suggested case materials
    1. man pages
    2. SMF manifests
--- 349,386 ----
      Contracted (interface modifier) - further review required
  
  Appendix A - References
!   1.  Solaris Installation Locations Policy
!       http://opensolaris.org/os/community/arc/policies/install-locations/
!   2.  /usr/gnu Installation ARC case
!       http://opensolaris.org/os/community/arc/caselog/2007/047/
!   3.  Secure By Default Policy
!       http://opensolaris.org/os/community/arc/policies/secure-by-default/
!   4.  Network Install Time Securityuy Policy
!       http://www.opensolaris.org/os/community/arc/policies/NITS-policy/
!   5.  Adding RBAC Authorizations Policy
!       http://opensolaris.org/os/community/arc/bestpractices/rbac-auths/
!   6.  When to use setuid -vs- RBAC roles and profiles
!       http://opensolaris.org/os/community/arc/bestpractices/rbac-intro/ and
!   7.  Building RBAC Rights Profiles
!       http://opensolaris.org/os/community/arc/bestpractices/rbac-profiles/
!   8.  Solaris Audit Policy
!       http://opensolaris.org/os/community/arc/policies/audit-policy/
!   9.  Security questionaire
!       http://opensolaris.org/os/community/arc/bestpractices/security-questions/
!   10. Interface Taxonomy
!       http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/
!   11. Plugable Authentication Modules -- PAM
!       http://opensolaris.org/os/community/arc/policies/PAM/
!   12. Reusable Passwords In Command Line Arguments and Environment Variables
!       http://opensolaris.org/os/community/arc/bestpractices/passwords-cli/
!   13. Storing Reusable Passwords on a Filesystem
!       http://opensolaris.org/os/community/arc/bestpractices/passwords-files/
!   14. Release Taxonomy
!       http://opensolaris.org/os/community/arc/policies/release-taxonomy/
!   15. Service Management Facility (SMF) usage
!       http://opensolaris.org/os/community/arc/policies/SMF-policy/
  
+   
  Appendix B - Suggested case materials
    1. man pages
    2. SMF manifests
***************
*** 266,271 ****
--- 387,398 ----
    3. links to contracts
    
  Appendix C - Definitions
+ Submitter
+      an agent responsible for creation of an ARC project along with the
+      materials describing that project.
+ Owner
+      the ARC agent responsible for shepherding the case through review
+      and ensuring a formal opinion is written where required.
  Maintainer
       an agent responsible for releasing new versions of a program, typically
       the "main" contributor or person incharge of making Architectural
***************
*** 276,297 ****
  Monitoring
       an agent who is only following the changes made in the community and
       has no Architectural input into the project
! Volatile
      interfaces that are very fluid and typically follow the originating 
      community.  Typically these interfaces can not be imported by other
      projects.
! Uncommitted
      interfaces that are still evolving but will most likely be present from
      release to release.
! Committed
      interfaces that are stable and with Sun guaranteeing some level of
      compatibility from release to release.
! Project Private
      interfaces that are exposed only to or intended to be used only by
      the project being reviewed.  These interfaces can not be imported by
      other projects.
! Not-An-Interface
      components that are not interfaces.
! Contracted (interface modifier) - ARC review of Contract required
      interfaces that do not allow another project to import can be 
  
--- 403,425 ----
  Monitoring
       an agent who is only following the changes made in the community and
       has no Architectural input into the project
! Volatile*
      interfaces that are very fluid and typically follow the originating 
      community.  Typically these interfaces can not be imported by other
      projects.
! Uncommitted*
      interfaces that are still evolving but will most likely be present from
      release to release.
! Committed*
      interfaces that are stable and with Sun guaranteeing some level of
      compatibility from release to release.
! Project Private*
      interfaces that are exposed only to or intended to be used only by
      the project being reviewed.  These interfaces can not be imported by
      other projects.
! Not-An-Interface*
      components that are not interfaces.
! Contracted* (interface modifier) - ARC review of Contract required
      interfaces that do not allow another project to import can be 
  
+ *Note: see http://opensolaris.org/os/community/arc/policies/interface-taxonomy/ for details

--Boundary_(ID_gYosY5ne9SnKTgkFc+P+TA)--

From sac-owner Tue Apr  1 16:43:56 2008
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Subject: Re: LSARC/2008/061 - FOSS Check List
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John Fischer wrote:
 > ...

On the whole, this looks good, but I have some Q's:

general:  Still sounds Sun/Solaris specific (and not Community/OpenSolaris...)

section 2.4-ish - should we add something like the following to help determine
"what repository" and "what consolidation" this project should be aimed at?
The choices (in broad brush strokes) are

	An "experimental/wild-west" repo where anyone can upload packages,

	An "aggregated" repo that contains optional stuff that is not part
	of the WOS, and

	An "integrated" repo that values tight integration with the
	"Solaris way of life" over "just like Linux".

All three of these repos will contain software that runs on OpenSolaris;
the difference is the amount of integration and the specifics around
Sun provided warranty support - none, some, lots.

I expect an 80/20 or even 90/10 split for ARC reviewed FOSS stuff
between aggregation and integration; I don't see any value in forcing
ARC review for experimental stuff.  We simply can't afford to spend
the $lots$ it would take to tightly integrate *everything* from the
FOSS world into Solaris.

   -John

Suggestions:

2.4.1
In addition to a vast array of mostly-compatible things, Solaris
provides a rich feature set that either does not exist on Linux
or is implemented there in different (and potentially incompatible)
ways. 	(examples: zfs, dtrace, rbac, security, ...[longer list?]...)

What level of use/integration with these Solaris features does
this project provide?

	A [ ] It provides an implementation of non-Solaris alternatives
	B [ ] It uses non-Solaris alternatives
	C [ ] When built for Solaris, it uses the Solaris style features

		
2.4.2
In a conceptual cross-project dependency graph that shows the interconnections
and relationships between OpenSolaris WOS (i.e, the Core OS features), this
project, and the set other projects and features provided with the OS,
would you say this project:

	A [ ] is, or \_ intended to be a part of the core operating system such
	B [ ] is NOT /  that other parts of the WOS may depend on this project?


If you checked A or B in 2.4.1, or you checked B in 2.4.2, your project may
not go into the "integrated repository".


From sac-owner Tue Apr  1 19:28:36 2008
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Date: Tue, 1 Apr 2008 19:28:36 -0700
From: Jyri Virkki <Jyri.Virkki@sun.com>
To: John Fischer <John.Fischer@sun.com>
Cc: sac-review@sac.sfbay.sun.com
Subject: Re: LSARC/2008/061 - FOSS Check List
Message-ID: <20080402022836.GE13187@sun.com>
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John Fischer wrote:
>
> FCL--FOSS Check List

I don't remember seeing (and I just skimmed the mail log and didn't
find) a precise statement of when this is meant to be used. So I
suggest adding such info to section 0.2 or elsewhere.

(My guess is the intent is to have the project team only fill this in
lieu of any case materials when filing these "quick approval" cases???
Are they going to file them as approved automatic?  I'd really like to
see some precise guidelines.)



On a high level note, I see so many common "ARC review required"
triggers than I'm wondering how many projects will really be able to
take advantage of this checklist-based approval? (Personally I don't
see a problem with components doing regular Fast Tracks since it has
worked just fine so far, so I'm ok with that). But I wonder if we're
spending much effort on something that won't get used much... oh well.



>     2.3.2 Community Involvement
>       Indicate Sun's involvement in the community
>       [ ] Maintainer
>       [ ] Contributor
>       [ ] Monitoring

This list is missing what's probably the most common role, which is
"we contribute occasional patches but have no formal voice in the
component's architecture".

(The appendix definition here of "Contributor" seems more like what's
usually called "Committer".)


Why isn't there a "ARC review required" on the "Maintainer" line?

If Sun is the "Maintainer" (basically primary owner from the appendix
definition) then it is a Sun project, the kind which goes through
regular ARC reviews.  Or does this checklist open a loophole where any
Sun project which is open source (such as all of OpenSolaris) can fill
this checklist and skip ARC? Is this the conscious intent here?



>   3.2 Libraries

Looks like this section is about libraries which are public exported
interfaces by this project. Calling that out will probably avoid some
confusion.


>   Brief Interface Classifications - See Appendix C for definitions
>     Volatile - use check list for approval
>     Uncommitted - ARC review might be required, seek committee member advice
>                   package names do not require further review
>     Committed - ARC review required

Since most project teams will look at this checklist as The Way To
Avoid The Arc Overhead, the above text very strongly guides them
towards marking everything Volatile.  Is this truly what we want?

(#insert usual note about how most of these FOSS interfaces are really
more stable than Volatile but less than Uncommitted.)


-- 
Jyri J. Virkki - jyri.virkki@sun.com - Sun Microsystems

From sac-owner Tue Apr  1 19:35:51 2008
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From: Jyri Virkki <Jyri.Virkki@sun.com>
To: John Plocher <John.Plocher@sun.com>
Cc: sac-review@sac.sfbay.sun.com
Subject: Re: LSARC/2008/061 - FOSS Check List
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John Plocher wrote:
>
> section 2.4-ish - should we add something like the following to help 
> determine
> "what repository" and "what consolidation" this project should be aimed at?
> The choices (in broad brush strokes) are
> 
> 	An "experimental/wild-west" ...
> 	An "aggregated" ...
> 	An "integrated" ...

Since these repositories don't exist and haven't been defined yet, I'd -1
against baking in any such references to wishful things ;-)

Once they exist (at least a committed plan), sure, add them to the
checklist...

-- 
Jyri J. Virkki - jyri.virkki@sun.com - Sun Microsystems

From sac-owner Tue Apr  1 20:35:30 2008
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Jyri Virkki wrote:
> Since these repositories don't exist and haven't been defined yet,

Part of this exercise may very well be their definition and creation.

"If you want to be able to behave like [proposal], then you must also
provide [architecture to support proposal]"

    -John

From sac-owner Wed Apr  2 16:19:29 2008
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Jyri Virkki wrote:
> If Sun is the "Maintainer" (basically primary owner from the appendix
> definition) then it is a Sun project, the kind which goes through
> regular ARC reviews.  Or does this checklist open a loophole where any
> Sun project which is open source (such as all of OpenSolaris) can fill
> this checklist and skip ARC? Is this the conscious intent here?

I strongly suggest that the process should be the same regardless of 
where the project team comes from. Usually that notion is interpreted to 
mean that we should avoid placing undue burdens on non-Sun contributors, 
but it is important not to overcorrect by creating extra work that only 
applies to Sun engineers. You really don't want Sun project teams to 
create external projects and bring their code in from outside just so 
they can avoid ARC review...

We had this situation when ON was first open-sourced. We knew that most 
of the ONSC review process was irrelevant for non-Sun contributors. 
Instead of having different requirements for Sun project teams, we got 
rid of ONSC (for everyone) and incorporated the bits that were still 
relevant into the C-team review.

	Scott

From sac-owner Thu Apr  3 11:33:51 2008
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 <1207088541.43474.22.camel@sr1-umpk-19> <47F2C8B4.1060807@Sun.Com>
 <20080402023551.GF13187@sun.com>
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Jyri,

I agree. +1.

John

On Tue, 2008-04-01 at 19:35, Jyri Virkki wrote:
> John Plocher wrote:
> >
> > section 2.4-ish - should we add something like the following to help 
> > determine
> > "what repository" and "what consolidation" this project should be aimed at?
> > The choices (in broad brush strokes) are
> > 
> > 	An "experimental/wild-west" ...
> > 	An "aggregated" ...
> > 	An "integrated" ...
> 
> Since these repositories don't exist and haven't been defined yet, I'd -1
> against baking in any such references to wishful things ;-)
> 
> Once they exist (at least a committed plan), sure, add them to the
> checklist...
> 
> -- 
> Jyri J. Virkki - jyri.virkki@sun.com - Sun Microsystems


From sac-owner Thu Apr  3 11:45:47 2008
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Date: Thu, 03 Apr 2008 11:45:40 -0700
From: John Fischer <John.Fischer@Sun.COM>
Subject: Re: LSARC/2008/061 - FOSS Check List
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Jyri,

See below.

Thanks,

John

On Tue, 2008-04-01 at 19:28, Jyri Virkki wrote:
> John Fischer wrote:
> >
> > FCL--FOSS Check List
> 
> I don't remember seeing (and I just skimmed the mail log and didn't
> find) a precise statement of when this is meant to be used. So I
> suggest adding such info to section 0.2 or elsewhere.
> 
> (My guess is the intent is to have the project team only fill this in
> lieu of any case materials when filing these "quick approval" cases???
> Are they going to file them as approved automatic?  I'd really like to
> see some precise guidelines.)

The intent is to fill this out and submit it as materials 
for an automatically approved case.  If they fall out for
any reason then it is at minimum a fast track.

> 
> On a high level note, I see so many common "ARC review required"
> triggers than I'm wondering how many projects will really be able to
> take advantage of this checklist-based approval? (Personally I don't
> see a problem with components doing regular Fast Tracks since it has
> worked just fine so far, so I'm ok with that). But I wonder if we're
> spending much effort on something that won't get used much... oh well.

Originally this was much shorter.  Since the inception of 
the check list it has evolved by committee design.

> >     2.3.2 Community Involvement
> >       Indicate Sun's involvement in the community
> >       [ ] Maintainer
> >       [ ] Contributor
> >       [ ] Monitoring
> 
> This list is missing what's probably the most common role, which is
> "we contribute occasional patches but have no formal voice in the
> component's architecture".
> 
> (The appendix definition here of "Contributor" seems more like what's
> usually called "Committer".)
> 
> 
> Why isn't there a "ARC review required" on the "Maintainer" line?

Good question.

> If Sun is the "Maintainer" (basically primary owner from the appendix
> definition) then it is a Sun project, the kind which goes through
> regular ARC reviews.  Or does this checklist open a loophole where any
> Sun project which is open source (such as all of OpenSolaris) can fill
> this checklist and skip ARC? Is this the conscious intent here?

In the desktop C-team we have several people who are Maintainers
of Open Source projects, for example, gdm.  Although a Sun engineer
is the maintainer Sun is actually not the originator but the Gnome
community is the originator.  For things that Sun is both the 
originator and maintainer then I think that further review is 
required.  Does that sound reasonable?  If so then another
question would follow:

	If a Sun engineer is the maintainer is Sun also the
	originator of the project?
	[ ] Yes -- ARC review required
	[ ] No

> >   3.2 Libraries
> 
> Looks like this section is about libraries which are public exported
> interfaces by this project. Calling that out will probably avoid some
> confusion.
> 
> 
> >   Brief Interface Classifications - See Appendix C for definitions
> >     Volatile - use check list for approval
> >     Uncommitted - ARC review might be required, seek committee member advice
> >                   package names do not require further review
> >     Committed - ARC review required
> 
> Since most project teams will look at this checklist as The Way To
> Avoid The Arc Overhead, the above text very strongly guides them
> towards marking everything Volatile.  Is this truly what we want?

Probably not.  What do you suggest here?

> (#insert usual note about how most of these FOSS interfaces are really
> more stable than Volatile but less than Uncommitted.)
> 
> 
> -- 
> Jyri J. Virkki - jyri.virkki@sun.com - Sun Microsystems


From sac-owner Thu Apr  3 15:55:19 2008
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I must be missing something.

We only have one repository.  Why are we pretending that we have 
multiple repositories?

I don't thing we should postulate about the existence of repositories or 
their semantics until
be have an approved project to create them.

- jek3


John Plocher wrote:
> John Fischer wrote:
> > ...
>
> On the whole, this looks good, but I have some Q's:
>
> general:  Still sounds Sun/Solaris specific (and not 
> Community/OpenSolaris...)
>
> section 2.4-ish - should we add something like the following to help 
> determine
> "what repository" and "what consolidation" this project should be 
> aimed at?
> The choices (in broad brush strokes) are
>
>     An "experimental/wild-west" repo where anyone can upload packages,
>
>     An "aggregated" repo that contains optional stuff that is not part
>     of the WOS, and
>
>     An "integrated" repo that values tight integration with the
>     "Solaris way of life" over "just like Linux".
>
> All three of these repos will contain software that runs on OpenSolaris;
> the difference is the amount of integration and the specifics around
> Sun provided warranty support - none, some, lots.
>
> I expect an 80/20 or even 90/10 split for ARC reviewed FOSS stuff
> between aggregation and integration; I don't see any value in forcing
> ARC review for experimental stuff.  We simply can't afford to spend
> the $lots$ it would take to tightly integrate *everything* from the
> FOSS world into Solaris.
>
>   -John
>
> Suggestions:
>
> 2.4.1
> In addition to a vast array of mostly-compatible things, Solaris
> provides a rich feature set that either does not exist on Linux
> or is implemented there in different (and potentially incompatible)
> ways.     (examples: zfs, dtrace, rbac, security, ...[longer list?]...)
>
> What level of use/integration with these Solaris features does
> this project provide?
>
>     A [ ] It provides an implementation of non-Solaris alternatives
>     B [ ] It uses non-Solaris alternatives
>     C [ ] When built for Solaris, it uses the Solaris style features
>
>        
> 2.4.2
> In a conceptual cross-project dependency graph that shows the 
> interconnections
> and relationships between OpenSolaris WOS (i.e, the Core OS features), 
> this
> project, and the set other projects and features provided with the OS,
> would you say this project:
>
>     A [ ] is, or \_ intended to be a part of the core operating system 
> such
>     B [ ] is NOT /  that other parts of the WOS may depend on this 
> project?
>
>
> If you checked A or B in 2.4.1, or you checked B in 2.4.2, your 
> project may
> not go into the "integrated repository".
>
>


From sac-owner Thu Apr  3 16:29:56 2008
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John Fischer wrote:
> In the desktop C-team we have several people who are Maintainers
> of Open Source projects, for example, gdm.  Although a Sun engineer
> is the maintainer Sun is actually not the originator but the Gnome
> community is the originator.  For things that Sun is both the 
> originator and maintainer then I think that further review is 
> required.  Does that sound reasonable?  If so then another
> question would follow:
> 
> 	If a Sun engineer is the maintainer is Sun also the
> 	originator of the project?
> 	[ ] Yes -- ARC review required
> 	[ ] No
> 

Why would you want to require extra review when Sun is the originator, 
that you would not require for exactly the same software from outside?

See my previous email about perverse incentives and unintended consequences.

	Scott

From sac-owner Thu Apr  3 20:24:02 2008
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Joseph Kowalski wrote:
> I must be missing something.
> 
> We only have one repository.  Why are we pretending that we have 
> multiple repositories?
> 
> I don't thing we should postulate about the existence of repositories or 
> their semantics until
> be have an approved project to create them.
> 

Let's imagine for a moment that we have the ability to _label_
software, somewhat similar to the use of the interface stability 
classifications
that we've squirreled away in the man pages for our customer's
bemusement.  Let's further more imagine that a single piece of
software could accept _multiple_ labels, describing various
non-conflicting attributes of that software piece such as
degree of support, responsible party, etc.

What attributes should we have?
What attributes would be mandatory?
Who/how do the labels values get set?

Such labels could be manifested in  package attributes in
a single repo, different repos, etc; these are implementation
details that actually do not affect the generation of software
that will be labeled, and are not really of architecture import.

We need to move faster.  Figuring out what we want to see from
project teams (both inside and outside of Sun) so that they can move ahead
more quickly seems to me to be the most important task at hand.

- Bart









-- 
Bart Smaalders			Solaris Kernel Performance
barts@cyber.eng.sun.com		http://blogs.sun.com/barts
"You will contribute more with mercurial than with thunderbird."

From sac-owner Thu Apr  3 20:43:08 2008
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Joseph Kowalski wrote:
> I must be missing something.
> 
> We only have one repository.  Why are we pretending that we have 
> multiple repositories?
> 
> I don't thing we should postulate about the existence of repositories or 
> their semantics until
> be have an approved project to create them.

You are right.  We don't have a formal spec.  We haven't
reviewed anything.  Hogan's Heros even gives us a great
tag line to use: "I see NOTHING! I know NOTHING!"

Only one problem.  You weren't listening yesterday.

Jonathan, Rich, Anil, Ian, Jeff, Bill, TimC, TimM [etc]
have already set explicit strategic business directions
that move us down the road of multiple repos (or at least
one repo that has attribute tags sufficient for it to be
abstracted as multiple logical repos).  They even have
names for them:

	Wild West (aka experimental, aka caviat emptor)
	Sun Supported (aka aggregated, aka SFW)
	"In the WOS" (aka integrated, aka Core)

StephenH told us he is going down that road.

He also told us he is being told by [some set of the
above] that writing the ips/repo software and deploying
it in working prototype form is more important than ARC
reviews.

We know this is coming.  The company has already defacto
"Committed" to doing this and rolling out it out in the
next 1 to 7 months.

We don't have the luxury of passively waiting six months to
a year for someone to come tell us this via an ARC case.

We on the ARCs have a chance to come up with new architectural
mechanisms that can solve these problems and start positioning
projects so that they fit well into this new world.

Either that, or we can continue treating every wild west
and aggregated-but-not-integrated project as if it was
really intended to be integrated - and by doing so completely
throw away every last shred of value that the ARCs are giving
to the company.  If we try to treat the next couple of dozen
"drop yet another FOSS thing onto Solaris" projects as poorly
as we treated star, pkcs and unison, we might as well shut
down PSARC and go home because it would be cheaper for Sun.

15 senior engineers are on PSARC.  150 more follow along at
home via the PSARC-interest and opensolaris-arc mailing lists.
at 5 minutes per message "involvement", and ~450 messages from
these cases, just the email from those cases wasted over 6,000
engineering hours.  3/4 of an engineer-year.  We can't afford
to do this again.  Not with 25 more cases like this in the
pipeline. Not with 15,000 more sitting out there in the Debian
repository.

As Bart said, we need to figure out how to move faster.

   -John



From sac-owner Fri Apr  4 13:04:12 2008
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Subject: Re: LSARC/2008/061 - FOSS Check List
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Bart Smaalders wrote:
> Joseph Kowalski wrote:
>> I must be missing something.
>>
>> We only have one repository.  Why are we pretending that we have 
>> multiple repositories?
>>
>> I don't thing we should postulate about the existence of repositories 
>> or their semantics until
>> be have an approved project to create them.
>>
>
> Let's imagine for a moment that we have the ability to _label_
> software, somewhat similar to the use of the interface stability 
> classifications
> that we've squirreled away in the man pages for our customer's
> bemusement.  Let's further more imagine that a single piece of
> software could accept _multiple_ labels, describing various
> non-conflicting attributes of that software piece such as
> degree of support, responsible party, etc.
>
> What attributes should we have?
> What attributes would be mandatory?
> Who/how do the labels values get set?
>
> Such labels could be manifested in  package attributes in
> a single repo, different repos, etc; these are implementation
> details that actually do not affect the generation of software
> that will be labeled, and are not really of architecture import.
>
> We need to move faster.  Figuring out what we want to see from
> project teams (both inside and outside of Sun) so that they can move 
> ahead
> more quickly seems to me to be the most important task at hand.
>
> - Bart
I'm not sure how I should respond to this.  As such, I'll respond to
it in several orthogonal ways:

  1)   This is a reply to a posting of mine that we shouldn't enshrine
        proposed repositories before they are well defined.  The response
        seems to go well beyond that.  If you've read the thread, its not
        hard understand where Bart is coming from, but it leaves me
        more than a little lost as to how *I* should reply.  Perhaps being
        more selective as to which posts are replied to or starting with
        "This thread ...." rather than "Joseph Kowalski wrote" might be
        be more clear.  Maybe an addition to Ms. Manner's e-mail
        guide?  (We all do this sometimes.)

  2)   There is some precedent about these new, proposed attributes.
        (See 2000/486, 2000/487, 2000/488)  The very clear message
        was that Sun should *never* express an opinion about something
        they don't "own".  In other words, "quality" can't be an attribute
        (or similar value judgments).  The lawyers even chimed on on
        this, but it should be rather obvious.

In the interest of brevity, I've omitted several other responses I 
considered.

- jek3



From sac-owner Fri Apr  4 13:52:22 2008
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John Plocher wrote:
> Joseph Kowalski wrote:
>> I must be missing something.
>>
>> We only have one repository.  Why are we pretending that we have 
>> multiple repositories?
>>
>> I don't thing we should postulate about the existence of repositories 
>> or their semantics until
>> be have an approved project to create them.
>
> You are right.  We don't have a formal spec.  We haven't
> reviewed anything.  Hogan's Heros even gives us a great
> tag line to use: "I see NOTHING! I know NOTHING!"
Cute, but remember the second and third sentences above.
> Only one problem.  You weren't listening yesterday.
I find that more than a little bit presumptuious and offensive,
particularly from somebody who just exercised his options
as a moderator on a related alias.
> Jonathan, Rich, Anil, Ian, Jeff, Bill, TimC, TimM [etc]
> have already set explicit strategic business directions
> that move us down the road of multiple repos (or at least
> one repo that has attribute tags sufficient for it to be
> abstracted as multiple logical repos).  They even have
> names for them:
>
>     Wild West (aka experimental, aka caviat emptor)
>     Sun Supported (aka aggregated, aka SFW)
>     "In the WOS" (aka integrated, aka Core)
>
> StephenH told us he is going down that road.
>
> He also told us he is being told by [some set of the
> above] that writing the ips/repo software and deploying
> it in working prototype form is more important than ARC
> reviews.
>
> We know this is coming.  The company has already defacto
> "Committed" to doing this and rolling out it out in the
> next 1 to 7 months.
>
> We don't have the luxury of passively waiting six months to
> a year for someone to come tell us this via an ARC case.
So, the ARC is going to violate its own rules and ship an unapproved
project.  I find that more than a little bit interesting.

Just Wednesday I heard a strong response from the ARC about
Indiana not having time to engage in review.
> We on the ARCs have a chance to come up with new architectural
> mechanisms that can solve these problems and start positioning
> projects so that they fit well into this new world.
No.

SAC has this chance.  (I think this is important - ARCs must be
passive, SAC can be active.)

SAC (perhaps that means "Plocher") should quickly provide a
solid proposal and submit it to PSARC.  Read what you wrote
above,... "Wild West..".  The executives are expressing a need
for compartimalization.
> Either that, or we can continue treating every wild west
> and aggregated-but-not-integrated project as if it was
> really intended to be integrated - and by doing so completely
> throw away every last shred of value that the ARCs are giving
> to the company.  If we try to treat the next couple of d
> "drop yet another FOSS thing onto Solaris" projects as poorly
> as we treated star, pkcs and unison, we might as well shut
> down PSARC and go home because it would be cheaper for Sun.
I hear you (sorta).

star?  Didn't you moderate this because somebody wasn't working
with the process?

pkcs?  (No comment - I didn't pay enough attention.)

Unison?  We treated Unison well in one sense, but it was a pioneer
(hence the arrow sticking out of them).

Yes, we need something better.

My concern about repositories is that they are asprin (a great drug)
but not a cure for cancer.  Many seem to think that they are.

Let's get something on the table we can actually critique, rather
than responding to everyone's own fantasy.

Uh, despite the pressure to act quickly, wouldn't this happening
without the buy-in of an OpenSolaris community leave the non-Sun
members feeling rather disenfranchized?  It the speed worth this
cost?
> 15 senior engineers are on PSARC.  150 more follow along at
> home via the PSARC-interest and opensolaris-arc mailing lists.
> at 5 minutes per message "involvement", and ~450 messages from
> these cases, just the email from those cases wasted over 6,000
> engineering hours.  3/4 of an engineer-year.  We can't afford
> to do this again.  Not with 25 more cases like this in the
> pipeline. Not with 15,000 more sitting out there in the Debian
> repository.
This is the attitude I see as "repositories are the cure for cancer".
> As Bart said, we need to figure out how to move faster.
Interesting attribution.  When I read Bart's mail, my first response
to "We need to move faster" was that this is just another way to say "I
don't have time to hear your opinion".  Fortunately, the sentences
that followed in Bart's mail made it clear that this was just a
rational plea to work this with urgency (and I actually agree with
him - it needs attention).  However, in this mail I can only read this
as "I have my opinion, go away."  Note your characterization: "You
weren't listening yesterday."

Please, it you take this to be your charter, please get the proposal
in order and submit it as quickly as possible,  The noise to ratio
on this is rather high.

- jek3


>
>   -John


From sac-owner Fri Apr  4 14:43:29 2008
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From: John Plocher <John.Plocher@Sun.COM>
Subject: Re: LSARC/2008/061 - FOSS Check List
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Joseph Kowalski and Bart Smaalders wrote:
 > ...elided...

I think some clarity is coming out of this discussion.

Clarity #1:  Add to the Ms Manners list:  "John shouldn't post
late at night, because he tends to say stupid things".   Sorry,
Joe, my comment was uncalled for and out of line.

Clarity #2: The problem we have right now is that we only have one
bucket to classify things in, and that bucket has lots and lots of
associated assumptions:

    It has a large list of big rules,
    It has long term enterprise stability expectations
    It costs a lot (ARC, code changes, ...) to belong to the club
    It has huge value
    etc

We tend to call this bucket by quite a few names (the WOS, Nevada,
Solaris, Supported,...), and, while most of those names are imprecise
and can be misleading, we all know what we are talking about.

Because of all those presumptions, putting new stuff in that bucket
is hard, because once you allow something into the bucket that does
not live up to those presumptions, the system starts to unravel.
This is where we are stuck - AS-IS FOSS isn't a good fit for the
bucket we have, and we aren't willing to spend the major$$$ to
make it all fit.  But we really need the stuff.

Stalemate.

We have a couple of taxonomies to help us classify things and
characterize their behavior.  I think we may need another one.

Call it the "expectations taxonomy" for lack of a better name.
It defines concepts like

     Full fledged integrated: "Solaris WOS and Big Rule
          compliance"

     Aggregated: "Simply aggregated together with the OS,
          but not intended to follow all the rules or be tightly
          integrated",

     CaveatEmptor: "Experimental and Prototype stuff with no
          expectations at all"

This seems somewhat orthogonal to consolidations, the release
taxonomy and the interface taxonomy, and may best be communicated
through, as Bart suggests, packaging attributes.

If a project was presented as

    star: the ultimate tar,
	SFW consolidation,
	Committed stability
	Minor binding (1st release)
	Aggregated-level expectations

the project team, the ARC and users would all be able to figure out
that it was OK that it didn't use SMF for config, audit for access
logging, etc etc etc.  It would also mean that the project could not
regress existing "Integrated" functionality (such as rmt...)  With
this tool in our vocabulary, it would be easy for Bart and Stephen
and Danek to devise a way to encode the info in their pkg(5) stuff
so that admins and customers can take advantage of it.

What would ARC review of Aggregated or CaveatEmptor stuff look like?
TimM said: namespace registration (filesystem, network,...) and maybe
very little else.

That is probably OK - we need to reserve our energy for the half dozen
things that really /need/ to be "Full fledged integrated"; spending them
on experiments and prototypes is a waste.

   -John


From sac-owner Sun Apr  6 07:10:25 2008
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Date: Sun, 6 Apr 2008 15:10:21 +0100 (BST)
From: George Shepherd <George.Shepherd@Sun.COM>
Reply-To: George Shepherd <George.Shepherd@Sun.COM>
Subject: Re: LSARC/2008/061 - FOSS Check List
To: jek3@Sun.COM, John.Plocher@Sun.COM
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Hi John,
	
Some random thoughts below.
	
I feel this is starting to look like a solid basis to move 
toward one Sun repository from which..

1/ Enterprise customers can obtain the core enterprise level operating system
which meets their stability and due dilligence expectations, just as though 
they installed from media.

2/ The same customers, and folks who are less constrained by level of 
service agreements can grab SFW packages which are guaranteed to meet the 
requirements for aggregated software packages.

3/ Community and Sun folks can contribute FOSS to the distribution which
is only accepted into the repository when clearly labled with the expectation
that the package doesn't offer any level of assurance beyond the fact that it
will be signed as coming from the official repository, (and therefore has not 
declared itself to be more trustworthy than it really is).

The packaging system could announce the levels of expectation associated
with any package you are about to install, and do so REALLY LOUDLY for
any attempt to install wildass CaveatEmptor stuff. 

It also seems reasonable to allow system owners to tell IPS the type
of system they will allow by default, ie "I have Enterprise level requirements"
and either, (by a policy setting) have IPS refuse to install specified lower
catagories, or be really verbose about doing so in email and logs.

This also leads to the expectation that 3rd party repositries will grow up 
over time, which we declare by default have a level of trust below ours. 

Equally a customer should be able to declare a local intranet repository 
having a level of trust equal Sun's repository by virtue of a policy 
setting.

</random dribble>

-George



*>We have a couple of taxonomies to help us classify things and
*>characterize their behavior.  I think we may need another one.
*>
*>Call it the "expectations taxonomy" for lack of a better name.
*>It defines concepts like
*>
*>     Full fledged integrated: "Solaris WOS and Big Rule
*>          compliance"
*>
*>     Aggregated: "Simply aggregated together with the OS,
*>          but not intended to follow all the rules or be tightly
*>          integrated",
*>
*>     CaveatEmptor: "Experimental and Prototype stuff with no
*>          expectations at all"
*>
*>This seems somewhat orthogonal to consolidations, the release
*>taxonomy and the interface taxonomy, and may best be communicated
*>through, as Bart suggests, packaging attributes.
*>
*>If a project was presented as
*>
*>    star: the ultimate tar,
*>	SFW consolidation,
*>	Committed stability
*>	Minor binding (1st release)
*>	Aggregated-level expectations
*>
*>the project team, the ARC and users would all be able to figure out
*>that it was OK that it didn't use SMF for config, audit for access
*>logging, etc etc etc.  It would also mean that the project could not
*>regress existing "Integrated" functionality (such as rmt...)  With
*>this tool in our vocabulary, it would be easy for Bart and Stephen
*>and Danek to devise a way to encode the info in their pkg(5) stuff
*>so that admins and customers can take advantage of it.
*>
*>What would ARC review of Aggregated or CaveatEmptor stuff look like?
*>TimM said: namespace registration (filesystem, network,...) and maybe
*>very little else.
*>
*>That is probably OK - we need to reserve our energy for the half dozen
*>things that really /need/ to be "Full fledged integrated"; spending them
*>on experiments and prototypes is a waste.
*>
*>   -John
*>


George Shepherd
http://clem.uk/~georges/
==============================================================================
   Solaris Revenue Product Engineering:    |  SUN Microsystems
       Core team  -Internet                |  Guillemont Park
   Email: George.Shepherd@Sun.COM          |  Camberley GU17 9QG
   Disclaimer: Less is more, more or less  |  United Kingdom 
==============================================================================


From sac-owner Mon Apr  7 05:28:19 2008
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George Shepherd writes:
> I feel this is starting to look like a solid basis to move 
> toward one Sun repository from which..

I don't think there is (or has ever been) much controversy over the
idea that those installing a system could pull packages from multiple
repositories in order to construct a system that has the
characteristics they want.  That's been true for a _long_ time --
longer even than blastwave's been around.

The controversy I've seen is in three areas:

  - Can users (other than those who install the system) have any
    control over the stability of the things they get?  The
    combination of the serendipitous discovery case plus configuration
    by someone with package install privileges (an administrator of
    some sort) generally means "no."  That's probably good on a PC,
    but not so good on a SunRay.

  - How can the ARC handle cross-repository dependencies?

  - How does this work over time?  Don't things just fall into the
    Enterprise group over time?

Those latter two are tough, and I don't see us as any closer to
resolving them.

Let's suppose that someone integrates a library (call it "libhal")
into the Wild West repository.  Another project ("Tamarack"),
targeting the Enterprise repository, claims to be dependent on that
library.  What do we do?

  Do we use a contract?  If so, then that removes the one key feature
  of that Wild West repository: it can no longer change whenever
  desired.  It's now blocked by the requirements of the Enterprise
  set.  It might not even be a pass-through anymore.

  Do we force the owner of libhal to move it to the Enterprise set?
  How can we do that?  Isn't that a "business decision?"

  Do we tell Tamarack to ship its own stable copy of the library?
  What does having duplicate and possibly incompatible components do
  to the overall system?

  Do we stop Tamarack from using the library at all?  In that case,
  the Wild West participants have "veto power" over other
  repositories.

The key problem I see here is that the proponents of the Wild West
repository imagine that it will be populated with all sorts of
attractive "leaf" software -- stuff that uses what everyone else
produces, but that is not itself depended upon by any other software.

Since I've seen very little _useful_ software that remains that way
over time, I think the real result is that new stuff initially gets
tossed unexamined into the Wild West repository.  It then soaks there
until someone "important" starts depending on it, and then we move it
-- unchanged and unreviewed -- into the Enterprise category because we
"have to" and don't have the resources to do otherwise.  The result
over time is that the role and effectiveness of architectural review
is significantly reduced.

Heck, as an effective way of avoiding sometimes difficult ARC review,
it'd be good for my own projects to take the Wild West route.  Less
work for me, and the managers get to say we shipped it early.  What's
not to love?

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From sac-owner Mon Apr  7 06:34:37 2008
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From: George Shepherd <George.Shepherd@sun.com>
Reply-To: George Shepherd <George.Shepherd@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
To: George.Shepherd@sun.com, james.d.carlson@sun.com
Cc: jek3@sun.com, John.Plocher@sun.com, bart.smaalders@sun.com,
        John.Fischer@sun.com, sac-review@sac.sfbay.sun.com
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*>The controversy I've seen is in three areas:
*>
*>  - Can users (other than those who install the system) have any
*>    control over the stability of the things they get?  The
*>    combination of the serendipitous discovery case plus configuration
*>    by someone with package install privileges (an administrator of
*>    some sort) generally means "no."  That's probably good on a PC,
*>    but not so good on a SunRay.
*>
No, but we can either prevent or report the install based on policy.

*>Let's suppose that someone integrates a library (call it "libhal")
*>into the Wild West repository.  Another project ("Tamarack"),
*>targeting the Enterprise repository, claims to be dependent on that
*>library.  What do we do?
*>

Why might that occur ?
1/ Tamarac is an existing pkg tagged as Enterprise or whatever in the 
repository and depends on an existing copy of libhal already integrated. 
A Wild West version of libhal should not be installable unless it's 
libhal resides in a wild west path.

2/ Tamarac comes to the ARCs with a case which adds a dependency on a 
Wild West package. Such dependencies are inherently incorrect IMHO
hence they either make a stable copy which then resides in a core
path, or they work to make it meet ARC requirements and promote it.

No package should be promoted without meeting relevant ARC requirements.
So for that promotion case we revert to the situation we have today. 
Somebody inside sponsors a case to promote and works with the authors
or feeds changes back to the relevant community.
I believe you have concerns about ARC ability to override business
cases trying to shunt this stuff in, perhaps reinforcement of the ARC
control of this area is a necessary part of any change.

What doesn't happen though is that the new Solaris users we want to come
to us from other platforms, have to build everything for themselves in 
the meantime, because we lack what everyone else has; a vast repository of
FOSS packages. Additionally the ARC doesn't need to scale to handle every 
FOSS request nor to compromise the the standards which apply to core software 
because the business case to have FOSS available for Indiana is so pressing.

-George


*>  Do we use a contract?  If so, then that removes the one key feature
*>  of that Wild West repository: it can no longer change whenever
*>  desired.  It's now blocked by the requirements of the Enterprise
*>  set.  It might not even be a pass-through anymore.
*>
*>  Do we force the owner of libhal to move it to the Enterprise set?
*>  How can we do that?  Isn't that a "business decision?"
*>
*>  Do we tell Tamarack to ship its own stable copy of the library?
*>  What does having duplicate and possibly incompatible components do
*>  to the overall system?
*>
*>  Do we stop Tamarack from using the library at all?  In that case,
*>  the Wild West participants have "veto power" over other
*>  repositories.
*>
*>The key problem I see here is that the proponents of the Wild West
*>repository imagine that it will be populated with all sorts of
*>attractive "leaf" software -- stuff that uses what everyone else
*>produces, but that is not itself depended upon by any other software.
*>
*>Since I've seen very little _useful_ software that remains that way
*>over time, I think the real result is that new stuff initially gets
*>tossed unexamined into the Wild West repository.  It then soaks there
*>until someone "important" starts depending on it, and then we move it
*>-- unchanged and unreviewed -- into the Enterprise category because we
*>"have to" and don't have the resources to do otherwise.  The result
*>over time is that the role and effectiveness of architectural review
*>is significantly reduced.
*>
*>Heck, as an effective way of avoiding sometimes difficult ARC review,
*>it'd be good for my own projects to take the Wild West route.  Less
*>work for me, and the managers get to say we shipped it early.  What's
*>not to love?
*>
*>-- 
*>James Carlson, Solaris Networking              <james.d.carlson@sun.com>
*>Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
*>MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677


George Shepherd
http://clem.uk/~georges/
==============================================================================
   Solaris Revenue Product Engineering:    |  SUN Microsystems
       Core team  -Internet                |  Guillemont Park
   Email: George.Shepherd@Sun.COM          |  Camberley GU17 9QG
   Disclaimer: Less is more, more or less  |  United Kingdom 
==============================================================================


From sac-owner Mon Apr  7 06:59:46 2008
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From: James Carlson <james.d.carlson@sun.com>
To: George Shepherd <George.Shepherd@sun.com>
Cc: jek3@sun.com, John.Plocher@sun.com, Bart.Smaalders@sun.com,
        John.Fischer@sun.com, sac-review@sac.sfbay.sun.com
Subject: Re: LSARC/2008/061 - FOSS Check List
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George Shepherd writes:
> *>Let's suppose that someone integrates a library (call it "libhal")
> *>into the Wild West repository.  Another project ("Tamarack"),
> *>targeting the Enterprise repository, claims to be dependent on that
> *>library.  What do we do?
> *>
> 
> Why might that occur ?
> 1/ Tamarac is an existing pkg tagged as Enterprise or whatever in the 
> repository and depends on an existing copy of libhal already integrated. 
> A Wild West version of libhal should not be installable unless it's 
> libhal resides in a wild west path.

That skips over the question of "serendipitous discovery."  There
shouldn't *be* any special "wild west path."  If there is, then we
fall into the trap you've outlined:

  What doesn't happen though is that the new Solaris users we want to come
  to us from other platforms, have to build everything for themselves in 
  the meantime, because we lack what everyone else has; a vast repository of

... because they can't *find* the software installed in that ghetto,
so, like /usr/sfw before it, the stuff we ship doesn't exist.

Thus, having an integrated version of libhal *BLOCKS* the use of a
Wild West respository entry for the same thing.  If we even allow the
creation of such a package (I suspect we should not), end users are on
the hook to decide whether they want to have removable media support
on their system *OR* the latest-n-greatest version of libhal -- but
they cannot have both, because both would compete for precious
/usr/lib real estate.

These knock-on effects from interdependent projects (Tamarack and
libhal-newest being mutually exclusive) are a big part of the reason
we do ARC review, and we try to guide project teams to provide
adequate stability.  These projects are _not_ islands to themselves.

(And the above is an easy case -- harder ones would be things like
openssl.)

> 2/ Tamarac comes to the ARCs with a case which adds a dependency on a 
> Wild West package. Such dependencies are inherently incorrect IMHO
> hence they either make a stable copy which then resides in a core
> path, or they work to make it meet ARC requirements and promote it.

Not to pick on that one project team, but the general question here is
whether:

  (a) the team is funded to promote all of the FOSS on which the team
  depends, or

  (b) we hold these Enterprise (likely mostly "internal") projects to
  a stricter ("unfair") standard than we hold all other bits being
  integrated into the Wild West, and just deny them.

If we don't have at least one of those being true, we'll walk straight
into yet more endless, nonconverging email threads about the ARC's
"inability to understand" FOSS.

> I believe you have concerns about ARC ability to override business
> cases trying to shunt this stuff in, perhaps reinforcement of the ARC
> control of this area is a necessary part of any change.

Yes, that's part of the problem.  We're creating a "don't care" way of
designing new components -- one that will likely become the default
and that the ARC will have no authority to control.  We end up casting
ourselves into the role of ruling an increasingly irrelevant part of
the world.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From sac-owner Mon Apr  7 07:33:34 2008
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From: George Shepherd <George.Shepherd@sun.com>
Reply-To: George Shepherd <George.Shepherd@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
To: George.Shepherd@sun.com, james.d.carlson@sun.com
Cc: jek3@sun.com, John.Plocher@sun.com, Bart.Smaalders@sun.com,
        John.Fischer@sun.com, sac-review@sac.sfbay.sun.com
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*>> Why might that occur ?
*>> 1/ Tamarac is an existing pkg tagged as Enterprise or whatever in the 
*>> repository and depends on an existing copy of libhal already integrated. 
*>> A Wild West version of libhal should not be installable unless it's 
*>> libhal resides in a wild west path.
*>
*>That skips over the question of "serendipitous discovery."  There
*>shouldn't *be* any special "wild west path."  If there is, then we
*>fall into the trap you've outlined:
*>

Hmm why should there not be paths other than those used to get at core 
components ? We have them already, usr/sfw/bin usr/sfw/lib. (And yes 
I note that you would prefer we didn't).

I'm not at all sure that sets a trap for the installation of software
although of course, as with usr/sfw it makes it possible for users to 
get the wrong stuff or miss stuff, if they order their paths poorly. 
At least it makes it possible to have wild west software and aggregated
software in addition to core packages.



*>Thus, having an integrated version of libhal *BLOCKS* the use of a
*>Wild West respository entry for the same thing.  If we even allow the
*>creation of such a package (I suspect we should not), end users are on
*>the hook to decide whether they want to have removable media support
*>on their system *OR* the latest-n-greatest version of libhal -- but
*>they cannot have both, because both would compete for precious
*>/usr/lib real estate.
*>
Only if we assume you don't permit paths for aggregated and wild west pkgs
to install seperately.

Of course that doesn't help, as you note, the project that has it's own copy
of a library from FOSS and wants to use a newer one. That has to go thru 
the proper process.
Sun projects affecting the core should not be able to avoid the correct
ARC process.

*> whether
*>
*>  (a) the team is funded to promote all of the FOSS on which the team
*>  depends, or
*>
*>  (b) we hold these Enterprise (likely mostly "internal") projects to
*>  a stricter ("unfair") standard than we hold all other bits being
*>  integrated into the Wild West, and just deny them.
*>

Both. 
Being unfair is fair in this case, the playing field is not intended to
be level, and that's OK as long as Enterprise projects and aggregated 
projects can't get away with wild west standards by going outside the 
process.

So yes, we hold Enterprise level components to a higher standard, AND
if an Enterprise project wants to use a specific piece of FOSS it needs
to be ready to meet the standards and feed the changes back to the community,
even if they are #ifdef Sun.

-George


From sac-owner Mon Apr  7 07:48:25 2008
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From: James Carlson <james.d.carlson@sun.com>
To: George Shepherd <George.Shepherd@sun.com>
Cc: jek3@sun.com, John.Plocher@sun.com, Bart.Smaalders@sun.com,
        John.Fischer@sun.com, sac-review@sac.sfbay.sun.com
Subject: Re: LSARC/2008/061 - FOSS Check List
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George Shepherd writes:
> 
> *>> Why might that occur ?
> *>> 1/ Tamarac is an existing pkg tagged as Enterprise or whatever in the 
> *>> repository and depends on an existing copy of libhal already integrated. 
> *>> A Wild West version of libhal should not be installable unless it's 
> *>> libhal resides in a wild west path.
> *>
> *>That skips over the question of "serendipitous discovery."  There
> *>shouldn't *be* any special "wild west path."  If there is, then we
> *>fall into the trap you've outlined:
> *>
> 
> Hmm why should there not be paths other than those used to get at core 
> components ? We have them already, usr/sfw/bin usr/sfw/lib. (And yes 
> I note that you would prefer we didn't).

See PSARC 2005/185.  The problem with /usr/sfw (and the reason why
we've been trying very hard to get rid of it for quite some time now)
is that placing objects in a ghetto means that users *cannot*
reasonably find them.

It means that we deliver a bastardized user experience.  Ordinary
autoconf scripts will fail to locate the FOSS libraries we ship.
Ordinary users with the default path won't locate the executables.

> I'm not at all sure that sets a trap for the installation of software
> although of course, as with usr/sfw it makes it possible for users to 
> get the wrong stuff or miss stuff, if they order their paths poorly. 
> At least it makes it possible to have wild west software and aggregated
> software in addition to core packages.

Doing so means winding back the clock on 2005/185.  I'd be surprised
-- shocked, really -- if that's where any of the rest of the Indiana
folks really wanted to go.

I'd thought they want us to be more like Linux, not less so, and
wanted to avoid hacking up freeware to fit into non-standard
directories.

> *>Thus, having an integrated version of libhal *BLOCKS* the use of a
> *>Wild West respository entry for the same thing.  If we even allow the
> *>creation of such a package (I suspect we should not), end users are on
> *>the hook to decide whether they want to have removable media support
> *>on their system *OR* the latest-n-greatest version of libhal -- but
> *>they cannot have both, because both would compete for precious
> *>/usr/lib real estate.
> *>
> Only if we assume you don't permit paths for aggregated and wild west pkgs
> to install seperately.

Exactly.  (Actually, it's worse for libraries -- having duplicate
libraries is generally a toxic situation no matter what the path might
be.  It's fairly trivial for programs to end up with multiple distinct
versions of the same thing in a single address space due to
dependencies, and the result is chaos.  libresolv.so.[12] was the
sobering experience here.)

> Of course that doesn't help, as you note, the project that has it's own copy
> of a library from FOSS and wants to use a newer one. That has to go thru 
> the proper process.
> Sun projects affecting the core should not be able to avoid the correct
> ARC process.

I'm asserting that having copies is an architectural problem for the
system.  Besides the wasted space and additional burden for
administrators who must apply patches to all copies, there's the
ongoing risk of incompatibilities between the copies and competition
for precious resources (such as names of configuration files in /etc).

> *> whether
> *>
> *>  (a) the team is funded to promote all of the FOSS on which the team
> *>  depends, or
> *>
> *>  (b) we hold these Enterprise (likely mostly "internal") projects to
> *>  a stricter ("unfair") standard than we hold all other bits being
> *>  integrated into the Wild West, and just deny them.
> *>
> 
> Both. 
> Being unfair is fair in this case, the playing field is not intended to
> be level, and that's OK as long as Enterprise projects and aggregated 
> projects can't get away with wild west standards by going outside the 
> process.
> 
> So yes, we hold Enterprise level components to a higher standard, AND
> if an Enterprise project wants to use a specific piece of FOSS it needs
> to be ready to meet the standards and feed the changes back to the community,
> even if they are #ifdef Sun.

It sounds like an ideal situation, but one that I suspect is very hard
to accomplish in practice.  We will _at least_ need to establish some
clear and well-understood rules for FOSS use.  Management needs to
understand that contributing to the Wild West repository over time
leads to the tragedy of the commons: each individual project added
there costs little and degrades the environment for Enterprise bits
only a smidge, but over time, nobody is responsible for making sure
the Enterprise parts are kept active and useful.

Given the nature of the tragedy of the commons, though, I don't think
the problem is avoidable -- once you've created a commons.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From sac-owner Mon Apr  7 08:12:38 2008
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From: George Shepherd <George.Shepherd@sun.com>
Reply-To: George Shepherd <George.Shepherd@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
To: George.Shepherd@sun.com, james.d.carlson@sun.com
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        John.Fischer@sun.com, sac-review@sac.sfbay.sun.com
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*>Doing so means winding back the clock on 2005/185.  I'd be surprised
*>-- shocked, really -- if that's where any of the rest of the Indiana
*>folks really wanted to go.
*>
*>I'd thought they want us to be more like Linux, not less so, and
*>wanted to avoid hacking up freeware to fit into non-standard
*>directories.
*>
Yes AFAICS the only way we can possibly BE Linux (alike in this area)
is not to have any standards of stability at the core, everything can
break in the next rev.. Very Linux like, and entirely why Linux is a problem
for anyone who cares about stability.

The only way I can see us having our cake and eating it too, is to 
have multiple paths for install of this stuff.

-George


From sac-owner Mon Apr  7 10:41:10 2008
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From: John Plocher <John.Plocher@Sun.COM>
Subject: Re: LSARC/2008/061 - FOSS Check List
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Jim Carlson wrote:
>Doing so means winding back the clock on 2005/185.  

If we only have one copy, putting it in a ghetto is bad.

If we have 2 copies, with the easily found one having the attributes
of easy to find, updated religiously and having stable interfaces,
and the other living in a ghetto, that may be OK.

Especially if the admin can choose the ghetto:  /opt/csw, /usr/local,
etc etc etc.

   -John

From sac-owner Mon Apr  7 11:08:02 2008
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To: John Plocher <John.Plocher@sun.com>
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John Plocher writes:
> Jim Carlson wrote:
> >Doing so means winding back the clock on 2005/185.  
> 
> If we only have one copy, putting it in a ghetto is bad.
> 
> If we have 2 copies, with the easily found one having the attributes
> of easy to find, updated religiously and having stable interfaces,
> and the other living in a ghetto, that may be OK.

If we have one that's updated religiously and also has stable
interfaces, I'd argue that we don't really need any others.  That
sounds like a pretty good one for all.  :-/

Presumably, the question is about ones that *aren't* updated so often:
the old "staleware from Sun" versus "freshbits from da net" problem.
Neither satisfies all users, and thus both are likely desired.

And (as I described in my previous message, but not quoted above) the
problem really does get worse when those bits compete for exclusive
use of precious real estate.  That includes symbol names inside an
address space (think: libresolv.so.1 versus libresolv.so.2 fiasco),
well-known configuration files, TCP/IP port numbers, RPC program
numbers, and probably other bits.

It's just too facile to say that more is better.  Or that we can even
handle the situation in any way that's more elegant than the current
blob-on-the-side approach used for those existing non-WOS repositories.

> Especially if the admin can choose the ghetto:  /opt/csw, /usr/local,
> etc etc etc.

I'm not quite sure what you're saying here.

Allowing the admin to design the file system layout on the fly
potentially makes the situation much worse.  How does anyone write
software where the dependent components can be "anywhere?"  We'll need
some special infrastructure for that.

"Hi, I'm a script, and I'd like the best 'diff' utility you have.  Not
necessarily the newest one, but the one with the fewest bugs.  And
some good performance.  Not sure if I care if it's from GNU.  What do
you have in a path like that?"

Otherwise, if what you're suggesting is that the administrator can
install bits that the -designer- of those bits has placed into a
ghetto, then we're back a square one for 2005/185 serendipitous
discovery.  Not everyone will know that on Solaris, unlike Linux, you
have to dig into /opt/csw/lib to get the "best" version of a library
(and, if you do that, you're on your own for 64-bit link paths; sorry
about that).

I don't think there's a free lunch here.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From sac-owner Mon Apr  7 11:10:02 2008
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Date: Mon, 07 Apr 2008 11:09:54 -0700
From: Terrence Miller <Terrence.Miller@Sun.COM>
Subject: Re: LSARC/2008/061 - FOSS Check List
In-reply-to: <47F59F51.4010706@Sun.COM>
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To: Bart Smaalders <Bart.Smaalders@Sun.COM>
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 <18364.28413.813526.209800@gargle.gargle.HOWL>
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 <20080220191941.GE14350@Sun.COM>
 <18364.32972.619727.387739@gargle.gargle.HOWL>
 <20080220193658.GJ14350@Sun.COM> <1203537526.63061.83.camel@sr1-umpk-34>
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The ability to label software mentioned below translates (IMO)into
making the binary objects we distribute be self-identifying. Once you
can determine the exact version of an object by looking at the object 
the rest is database exercise.

Bart Smaalders wrote:
> Joseph Kowalski wrote:
>> I must be missing something.
>>
>> We only have one repository.  Why are we pretending that we have 
>> multiple repositories?
>>
>> I don't thing we should postulate about the existence of repositories 
>> or their semantics until
>> be have an approved project to create them.
>>
> 
> Let's imagine for a moment that we have the ability to _label_
> software, somewhat similar to the use of the interface stability 
> classifications
> that we've squirreled away in the man pages for our customer's
> bemusement.  Let's further more imagine that a single piece of
> software could accept _multiple_ labels, describing various
> non-conflicting attributes of that software piece such as
> degree of support, responsible party, etc.
> 
> What attributes should we have?
> What attributes would be mandatory?
> Who/how do the labels values get set?
> 
> Such labels could be manifested in  package attributes in
> a single repo, different repos, etc; these are implementation
> details that actually do not affect the generation of software
> that will be labeled, and are not really of architecture import.
> 
> We need to move faster.  Figuring out what we want to see from
> project teams (both inside and outside of Sun) so that they can move ahead
> more quickly seems to me to be the most important task at hand.
> 
> - Bart
> 
> 
> 
> 
> 
> 
> 
> 
> 

--Boundary_(ID_WFAeTBKYVOyzdb68nNjIog)
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--Boundary_(ID_WFAeTBKYVOyzdb68nNjIog)--

From sac-owner Mon Apr  7 11:22:00 2008
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Terrence Miller wrote:
> The ability to label software mentioned below translates (IMO)into
> making the binary objects we distribute be self-identifying. Once you
> can determine the exact version of an object by looking at the object 
> the rest is database exercise.

 From indiana preview2 (my desktop):

: barts@cyber[4]; digest -a sha1 /usr/bin/ls
48c55da1e6ba9d128a44027053f4ec551c37998b
: barts@cyber[5]; pkg search 48c55da1e6ba9d128a44027053f4ec551c37998b
content pkg:/SUNWcs@0.5.11,5.11-0.79:20080205T152811Z
: barts@cyber[6]; pkg info pkg:/SUNWcs@0.5.11,5.11-0.79:20080205T152811Z

Name: SUNWcs
FMRI: pkg://opensolaris.org/SUNWcs@0.5.11,5.11-0.79:20080205T152811Z
Version: 0.5.11
Branch: 0.79
Packaging Date: 2008-02-05 15:28:11
Size: 20613480
Summary: Core Solaris, (Usr)

: barts@cyber[7];


-- 
Bart Smaalders			Solaris Kernel Performance
barts@cyber.eng.sun.com		http://blogs.sun.com/barts
"You will contribute more with mercurial than with thunderbird."

From sac-owner Mon Apr  7 11:23:31 2008
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Date: Mon, 07 Apr 2008 11:23:25 -0700
From: John Plocher <John.Plocher@Sun.COM>
Subject: Re: LSARC/2008/061 - FOSS Check List
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James Carlson wrote:
> Allowing the admin to design the file system layout on the fly
> potentially makes the situation much worse.  How does anyone write
> software where the dependent components can be "anywhere?"  

The user who is installing the stuff there in the first place gets
to put it where they wish, and then they go and write code that uses it.

Note I am focusing on wild-west stuff here.  Maybe that place is actually
in $HOME.

> "Hi, I'm a script, and I'd like the best 'diff' utility you have.  Not
> necessarily the newest one, but the one with the fewest bugs.  And
> some good performance.  Not sure if I care if it's from GNU.  What do
> you have in a path like that?"

Not the problem I'm trying to solve here.

> I don't think there's a free lunch here.

Nope, and the more I look at the menu, the less hungry I get...

   -John


From sac-owner Mon Apr  7 11:37:04 2008
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To: John Plocher <John.Plocher@sun.com>
Cc: George Shepherd <George.Shepherd@sun.com>, bart.smaalders@sun.com,
        sac-review@sac.sfbay.sun.com
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John Plocher writes:
> James Carlson wrote:
> > Allowing the admin to design the file system layout on the fly
> > potentially makes the situation much worse.  How does anyone write
> > software where the dependent components can be "anywhere?"  
> 
> The user who is installing the stuff there in the first place gets
> to put it where they wish, and then they go and write code that uses it.
> 
> Note I am focusing on wild-west stuff here.  Maybe that place is actually
> in $HOME.

That opens the exciting possibility that no package within the Wild
West repository can depend on any other package within Wild West.

It's actually _worse_ in that respect than the existing solutions.  At
least for Companion CD, Sunfreeware, and Blastwave, they each install
in a fairly well-known and fixed ghetto, and can thus can (and do)
depend on each other.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From sac-owner Mon Apr  7 11:57:45 2008
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To: James Carlson <James.D.Carlson@Sun.COM>
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James Carlson wrote:
> ...dependencies...

I think there are some big rules here as well as small ones:

Big rule:  dependencies can only be made on things with
            equal or greater "expectation taxonomy" levels.
	   Given the three buckets: Integrated, Aggregated
	   and WildWest,
		I can not depend on A or W
		A can not depend on W

small rule: when living in a repository world, the things
            that you depend upon will probably be evolving
            at a rate that is different from your desired
	   release schedule.  This implies that you must
	   be able to react to such change quickly and
	   release new versions of your stuff whenever
	   the things you depend upon change.

small rule: There will need to be a way to allow multiple
            co-installed-but-different-versioned copies of a
            component to be installed at the same time:  your
            $HOME, my $HOME, /usr/local/webstack1.3,
            /usr/local/webstack2.4/, ...


I believe that we are in for a rough time as we start
experimenting with the rope that repositories give us.
I also believe that we will figure out how to do things
in a way that actually works.

  -John





From sac-owner Mon Apr  7 12:07:07 2008
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From: James Carlson <james.d.carlson@sun.com>
To: John Plocher <John.Plocher@sun.com>
Cc: George Shepherd <George.Shepherd@sun.com>, sac-review@sac.sfbay.sun.com
Subject: Re: LSARC/2008/061 - FOSS Check List
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John Plocher writes:
> James Carlson wrote:
> > ...dependencies...
> 
> I think there are some big rules here as well as small ones:
> 
> Big rule:  dependencies can only be made on things with
>             equal or greater "expectation taxonomy" levels.
> 	   Given the three buckets: Integrated, Aggregated
> 	   and WildWest,
> 		I can not depend on A or W
> 		A can not depend on W

I am explicitly arguing that:

		W can not depend on W

It cannot be so, or you need some sort of infrastructure that allows
all of the multiple-installed version instances of W components to
locate each other properly at run time.

Lacking a general solution for that, and with the requirement that we
somehow allow administrators to install W bits "whereever," I think we
end up with that new rule above.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From sac-owner Mon Apr  7 12:11:35 2008
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Date: Mon, 7 Apr 2008 20:11:32 +0100 (BST)
From: George Shepherd <George.Shepherd@sun.com>
Reply-To: George Shepherd <George.Shepherd@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
To: John.Plocher@sun.com, james.d.carlson@sun.com
Cc: George.Shepherd@sun.com, sac-review@sac.sfbay.sun.com
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*>I am explicitly arguing that:
*>
*>		W can not depend on W
*>
*>It cannot be so, or you need some sort of infrastructure that allows
*>all of the multiple-installed version instances of W components to
*>locate each other properly at run time.
*>
*>Lacking a general solution for that, and with the requirement that we
*>somehow allow administrators to install W bits "whereever," I think we
*>end up with that new rule above.

I think though we can say that W can rely on W_version-x.y
If IPS can declare those dependencies which I believe it can
IPS rather than the repository can take care of that.

-George


From sac-owner Mon Apr  7 12:19:45 2008
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Date: Mon, 7 Apr 2008 15:19:44 -0400
From: James Carlson <james.d.carlson@sun.com>
To: George Shepherd <George.Shepherd@sun.com>
Cc: John.Plocher@sun.com, sac-review@sac.sfbay.sun.com
Subject: Re: LSARC/2008/061 - FOSS Check List
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George Shepherd writes:
> 
> *>I am explicitly arguing that:
> *>
> *>		W can not depend on W
> *>
> *>It cannot be so, or you need some sort of infrastructure that allows
> *>all of the multiple-installed version instances of W components to
> *>locate each other properly at run time.
> *>
> *>Lacking a general solution for that, and with the requirement that we
> *>somehow allow administrators to install W bits "whereever," I think we
> *>end up with that new rule above.
> 
> I think though we can say that W can rely on W_version-x.y
> If IPS can declare those dependencies which I believe it can
> IPS rather than the repository can take care of that.

I still have to ask: how does that work?

If I'm a W-resident package that depends on bits from other W-resident
packages, how do I *find* any of those bits?  John has already stated
that the administrator may supply alternate paths for the bits in
these packages and that there may be multiple versions installed.
Clearly, that means that I have to get the installed path at run time
and somehow patch myself up to run with that.

Am I just being dense, or is there currently no way this can work?

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From sac-owner Mon Apr  7 12:27:13 2008
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Date: Mon, 7 Apr 2008 20:27:10 +0100 (BST)
From: George Shepherd <George.Shepherd@sun.com>
Reply-To: George Shepherd <George.Shepherd@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List
To: George.Shepherd@sun.com, james.d.carlson@sun.com
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*>If I'm a W-resident package that depends on bits from other W-resident
*>packages, how do I *find* any of those bits?  John has already stated
*>that the administrator may supply alternate paths for the bits in
*>these packages and that there may be multiple versions installed.
*>Clearly, that means that I have to get the installed path at run time
*>and somehow patch myself up to run with that.
*>
*>Am I just being dense, or is there currently no way this can work?
*>

I don't subscribe to the idea that the admin should be able to put stuff 
just anywhere, but the packaging system is what takes care of the problem
in Ubuntu for example.. It goes off and FINDS the dependencies in  the 
repository and just installs them where they can be used by the pkg you
requested.
AFAIK there aren't options to displace the base of the install path 
at administrator whim.

-George


From sac-owner Mon Apr  7 12:50:12 2008
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From: James Carlson <james.d.carlson@sun.com>
To: George Shepherd <George.Shepherd@sun.com>
Cc: John.Plocher@sun.com, sac-review@sac.sfbay.sun.com
Subject: Re: LSARC/2008/061 - FOSS Check List
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George Shepherd writes:
> 
> *>If I'm a W-resident package that depends on bits from other W-resident
> *>packages, how do I *find* any of those bits?  John has already stated
> *>that the administrator may supply alternate paths for the bits in
> *>these packages and that there may be multiple versions installed.
> *>Clearly, that means that I have to get the installed path at run time
> *>and somehow patch myself up to run with that.
> *>
> *>Am I just being dense, or is there currently no way this can work?
> *>
> 
> I don't subscribe to the idea that the admin should be able to put stuff 
> just anywhere, but the packaging system is what takes care of the problem
> in Ubuntu for example.. It goes off and FINDS the dependencies in  the 
> repository and just installs them where they can be used by the pkg you
> requested.
> AFAIK there aren't options to displace the base of the install path 
> at administrator whim.

It sounds like we're all talking about very different solutions.

Having a concrete solution on the table would help focus the
discussion.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From sac-owner Mon Apr  7 12:59:34 2008
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Date: Mon, 7 Apr 2008 20:59:31 +0100 (BST)
From: George Shepherd <George.Shepherd@Sun.COM>
Reply-To: George Shepherd <George.Shepherd@Sun.COM>
Subject: Re: LSARC/2008/061 - FOSS Check List
To: George.Shepherd@Sun.COM, james.d.carlson@Sun.COM
Cc: John.Plocher@Sun.COM, sac-review@sac.sfbay.sun.com
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James I'm going to drop it for a while it's kind of late here, but
I it seemed to me John was just floating the idea that the admin 
should be able to choose a given pkg goes. 
Of course I could very easily have read incorrectly between the lines.

From my standpoint the IPS functionality and the repository rules are 
Status: RO

two parts of the same solution.

Agreed though, I've not sat down with anyone and had a discussion about
how this might actually work. 
So yes, hopefully the gab fest part of this leads to a proposal that can
actually pass the test of technical and architectural merit.

-George


*>Date: Mon, 07 Apr 2008 15:50:11 -0400
*>From: James Carlson <james.d.carlson@Sun.COM>
*>Subject: Re: LSARC/2008/061 - FOSS Check List
*>To: George Shepherd <George.Shepherd@Sun.COM>
*>Cc: John.Plocher@Sun.COM, sac-review@sac.sfbay.sun.com
*>MIME-version: 1.0
*>Content-transfer-encoding: 7BIT
*>X-PMX-Version: 5.4.1.325704
*>
*>George Shepherd writes:
*>> 
*>> *>If I'm a W-resident package that depends on bits from other W-resident
*>> *>packages, how do I *find* any of those bits?  John has already stated
*>> *>that the administrator may supply alternate paths for the bits in
*>> *>these packages and that there may be multiple versions installed.
*>> *>Clearly, that means that I have to get the installed path at run time
*>> *>and somehow patch myself up to run with that.
*>> *>
*>> *>Am I just being dense, or is there currently no way this can work?
*>> *>
*>> 
*>> I don't subscribe to the idea that the admin should be able to put stuff 
*>> just anywhere, but the packaging system is what takes care of the problem
*>> in Ubuntu for example.. It goes off and FINDS the dependencies in  the 
*>> repository and just installs them where they can be used by the pkg you
*>> requested.
*>> AFAIK there aren't options to displace the base of the install path 
*>> at administrator whim.
*>
*>It sounds like we're all talking about very different solutions.
*>
*>Having a concrete solution on the table would help focus the
*>discussion.
*>
*>-- 
*>James Carlson, Solaris Networking              <james.d.carlson@sun.com>
*>Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
*>MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677


George Shepherd
http://clem.uk/~georges/
==============================================================================
   Solaris Revenue Product Engineering:    |  SUN Microsystems
       Core team  -Internet                |  Guillemont Park
   Email: George.Shepherd@Sun.COM          |  Camberley GU17 9QG
   Disclaimer: Less is more, more or less  |  United Kingdom 
==============================================================================


From sac-owner Mon Apr  7 13:22:17 2008
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Subject: Re: LSARC/2008/061 - FOSS Check List
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James Carlson wrote:
> I am explicitly arguing that:
> 
> 		W can not depend on W
> 
> It cannot be so, or you need some sort of infrastructure that allows
> all of the multiple-installed version instances of W components to
> locate each other properly at run time.

If I install W:myfoo into $HOME, then I expect the installer to
figure out the dependencies such that either they are found
in the "A" or "I" parts of the already installed system (i.e.,
the canonical places, not other people's $HOMEs...), or are also
downloaded from "I", "A" or "W" into my $HOME.

   -John


From sac-owner Mon Apr  7 13:38:45 2008
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Scott,

I am not necessarily saying that I am trying to keep the 
conversation going in a constructive direction.  This 
goes along with the Volatile not needing review but Uncommitted
and Committed needing review.  What is the delineation
that is reasonable.  I think that you make a very good 
argument that origination and ownership does not matter.
For some it seems that it does.

Thanks,

John
 
On Thu, 2008-04-03 at 16:29, Scott Rotondo wrote:
> John Fischer wrote:
> > In the desktop C-team we have several people who are Maintainers
> > of Open Source projects, for example, gdm.  Although a Sun engineer
> > is the maintainer Sun is actually not the originator but the Gnome
> > community is the originator.  For things that Sun is both the 
> > originator and maintainer then I think that further review is 
> > required.  Does that sound reasonable?  If so then another
> > question would follow:
> > 
> > 	If a Sun engineer is the maintainer is Sun also the
> > 	originator of the project?
> > 	[ ] Yes -- ARC review required
> > 	[ ] No
> > 
> 
> Why would you want to require extra review when Sun is the originator, 
> that you would not require for exactly the same software from outside?
> 
> See my previous email about perverse incentives and unintended consequences.
> 
> 	Scott


From sac-owner Mon Apr  7 14:37:46 2008
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Date: Mon, 07 Apr 2008 14:37:37 -0700
From: Darren Reed <Darren.Reed@Sun.COM>
Subject: Re: LSARC/2008/061 - FOSS Check List
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George Shepherd wrote:

>*>If I'm a W-resident package that depends on bits from other W-resident
>*>packages, how do I *find* any of those bits?  John has already stated
>*>that the administrator may supply alternate paths for the bits in
>*>these packages and that there may be multiple versions installed.
>*>Clearly, that means that I have to get the installed path at run time
>*>and somehow patch myself up to run with that.
>*>
>*>Am I just being dense, or is there currently no way this can work?
>*>
>
>I don't subscribe to the idea that the admin should be able to put stuff 
>just anywhere, but the packaging system is what takes care of the problem
>in Ubuntu for example.. It goes off and FINDS the dependencies in  the 
>repository and just installs them where they can be used by the pkg you
>requested.
>AFAIK there aren't options to displace the base of the install path 
>at administrator whim.
>  
>

George,

If the admin cannot decide what the base directory for the
installation of software is then it possibly becomes impossible
to install more than one version of the same package.

When faced with problems like that, ISVs are left with no
choice but to use tar as the install mechanism if they wish
to allow more than one version of the software to be installed.
That isn't all that attractive, but it works.

Prior to Sun, I worked at a company that used tar to install
software on Solaris for this very reason - and they continue
to use tar as the installation mechanism for their software
because customers do install more than one revision and
pkg* fails to meet their requirements here.

Darren


From sac-owner Wed Apr 16 13:03:20 2008
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I'm way behind in this thread, and I'll try to wait to read it all, but 
I don't want to forget this...

John Plocher wrote:
> James Carlson wrote:
>> ...dependencies...
>
> I think there are some big rules here as well as small ones:
>
> Big rule:  dependencies can only be made on things with
>            equal or greater "expectation taxonomy" levels.
>        Given the three buckets: Integrated, Aggregated
>        and WildWest,
>         I can not depend on A or W
>         A can not depend on W
This assumes that there is one linear set of "types".  Is it all about 
stability?  What if another axis was "can be audited" or "degree of 
security" (which is kinda why we have the "core Metacluster", right?)?

- jek3


From sacadmin Tue Jun 10 17:05:05 2008
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Date: Tue, 10 Jun 2008 17:04:55 -0700
From: John Fischer <John.Fischer@sun.com>
Subject: LSARC/2008/061 - FOSS Check List...
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All,

Here is the updated FOSS check list.
Feedback is always appreciated.  I will
be resending this to SAC for review on
Friday.

Thanks,

John

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FCL--FOSS Check List
0.  Introduction
0.1 Document History
    Version   Author             Changes					Date
    0.1       John Fischer       Initial Draft					01/11/2008
    0.2       John Fischer       Modified based upon feedback from ARC members	01/29/2008
    0.3       John Fischer       Modified based upon feedback during committee 	02/12/2008
                                 review
    0.4       John Fischer       Modified based upon SAC review feedback	04/01/2008
    0.5	      John Fischer	 Modified based upon LSARC business meeting	06/10/2008
                                 adding familiarity question and mod dates.

0.2 Purpose
    Architecture review at Sun has allowed the company to evolve our projects
    within multiple disjoint groups while still maintaining a cohesive product
    line.  Each architecture review was conducted within Sun's control.  With
    the advent of Free Open Source Software processes the control that Sun as
    a company can wield has been diminished.  Now that Sun is moving to a more
    fluid delivery mechanism with project Indiana we need to evolve the 
    architecture review process.  This document is meant to aid in the 
    architecture review process.  Each new project must complete this check list 
    to help ensure that the overall resulting product conforms to Sun product 
    standards.  If the project deviates from these standards further review 
    would be necessary by an architecture review committee.
    
    After the check list is completed the project team should be able to 
    determine if a project can be automatically approved.  This will occur
    if all checks result in no "ARC review required" answers.  A committee
    member will assist the project team in filing the automatically approved 
    fast track.  An automatically approved fast track is still required in order
    to record the interfaces for future reference.  If the project needs to 
    have further review then follow the regular process for getting projects 
    reviewed.

1.0 Project Information
1.1 Name of project/component

1.2 Author of document

2.0 Project Summary
  2.1 Project Description
  
  2.2 Release binding
      What is is the release binding?
      (see http://opensolaris.org/os/community/arc/policies/release-taxonomy/)
      [ ] Major
      [ ] Minor
      [ ] Patch or Micro
      [ ] Unknown -- ARC review required

  2.3 Type of project
      Is this case a Linux Familiarity project?
      [ ] Yes
      [ ] No

  2.4 Originating Community
    2.4.1 Community Name
    
    2.4.2 Community Involvement
      Indicate Sun's involvement in the community
      [ ] Maintainer
      [ ] Contributor
      [ ] Monitoring
      
      Will the project team work with the upstream community to resolve
      architectural issues of interest to Sun?
      [ ] Yes 
      [ ] No - briefly explain
      
      Will we or are we forking from the community?
      [ ] Yes - ARC review required prior to forking
      [ ] No
      
3.0 Technical Description
  3.1 Installation & Sharable
    3.1.1S Solaris Installation - section only required for Solaris Software
      (see http://opensolaris.org/os/community/arc/policies/install-locations/ for details)
      Does this project follow the Install Locations best practice?
      [ ] Yes 
      [ ] No - ARC review required
      
      Does this project install into /usr under [sbin|bin|lib|include|man|share]?
      [ ] Yes
      [ ] No or N/A
      
      Does this project install into /opt?
      [ ] Yes - explain below
      [ ] No or N/A
      
      Does this project install into a different directory structure?
      [ ] Yes - ARC review required
      [ ] No or N/A
      
      Do any of the components of this project conflict with anything under /usr?
      (see http://opensolaris.org/os/community/arc/caselog/2007/047/ for details)
      [ ] Yes - explain below
      [ ] No
      
      If conflicts exist then will this project install under /usr/gnu?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is this project installing into /usr/sfw?
      [ ] Yes - ARC review required
      [ ] No
      
    3.1.1W Windows Installation - section only required for Windows Software
      (see http://sac.sfbay/WSARC/2002/494 for details)
      Does this project install software into a 
      <system drive>:\Program Files\Sun\<product> or <system drive>:\Sun\<product>
      directory?
      [ ] Yes
      [ ] No - ARC review required
      
      Does the project use the Windows registry?
      [ ] Yes
      [ ] No - ARC review required
      
      Does the project use 
      HKEY_LOCAL_MACHINE\SOFTWARE\Sun Microsystems\<product>\<version>
      for the registry key?
      [ ] Yes
      [ ] No - ARC review required
      
      Is the project's stored location
      HKEY_LOCAL_MACHINE\SOFTWARE\Sun Microsystems\<product id>\<version id>\Path?
      [ ] Yes
      [ ] No - ARC review required
      
    3.1.2 Share and Sharable
      Does the module include any components that are used or shared by 
      other projects?
      [ ] Yes
      [ ] No
    
      If yes are these components packaged to be shared with the other FOSS?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
    
      Are these components already in the Solaris WOS?
      [ ] Yes
      [ ] No - continue with next section (section 3.2)
    
      If yes are these newer versions being delivered?
      [ ] Yes
      [ ] No - ARC review required
      
      If yes are the newer versions replacing the existing versions?
      [ ] Yes
      [ ] No - ARC review required

  3.2 Exported Libraries
      Are 64-bit versions of the libraries being delivered?
      [ ] Yes
      [ ] No - ARC review required
    
      Are static versions of the libraries being delivered?
      [ ] Yes - ARC review required
      [ ] No 
      
  3.3 Services and the /etc Directory
      (see http://opensolaris.org/os/community/arc/policies/SMF-policy/)
      Does the project integrate anything into /etc/init.d or /etc/rc?.d?
      [ ] Yes - ARC review required
      [ ] No
      
      Does the project integrate any new entries into /etc/inittab or
      /etc/inetd.conf?
      [ ] Yes - ARC review required
      [ ] No
      
      Does the project integrate any private non-public files into /etc/default
      or /etc/ configuration files?
      [ ] Yes - ARC review required
      [ ] No
      
      Does the service manifests method context grant rights above that
      of the noaccess user and basic privilege set?
      [ ] Yes - ARC review required
      [ ] No
        
  3.4 Security
    3.4.1 Secure By Default 
      (see http://opensolaris.org/os/community/arc/policies/secure-by-default/ for details)
      (see http://www.opensolaris.org/os/community/arc/policies/NITS-policy/ for details)
      (see parts of http://opensolaris.org/os/community/arc/policies/SMF-policy/ for
       addtional details)
      Are network services enabled by default?
      [ ] Yes - ARC review required
      [ ] No
      [ ] N/A
      
      Are network services automatically enabled by the project during installation?
      [ ] Yes - ARC review required
      [ ] No
      [ ] N/A
      
      Are inbound network communications denied by default?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is inbound data checked to prevent content-based attacks?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is the outbound receiver authenticated?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
      Is the receiver authenticated prior to receiving any sensitive outbound communication?
      [ ] Yes
      [ ] No - ARC review required
      [ ] N/A
      
    3.4.2 Authorization
      (see http://opensolaris.org/os/community/arc/bestpractices/rbac-intro/ and
	   http://opensolaris.org/os/community/arc/bestpractices/rbac-profiles/ and
	   http://opensolaris.org/os/community/arc/bestpractices/rbac-profiles/
           for details)
      Are there any setuid/setgid privileged binaries in the project?
      [ ] Yes - ARC review required
      [ ] No - continue with next section (section 3.4.3)
      
      If yes then are the setuid/setgid privileges handled by the use of roles?
      [ ] Yes
      [ ] No - ARC review required

    3.4.3 Auditing
      (see http://opensolaris.org/os/community/arc/policies/audit-policy/ for details)
      (see http://opensolaris.org/os/community/arc/caselog/2003/397 for details)
      Does this component contain administrative or security enforcing software?
      [ ] Yes - ARC review required
      [ ] No - continue to next section (section 3.4.4)
      
      (see http://opensolaris.org/os/community/arc/caselog/2003/397 for details)
      Do the components create audit logs detailing what took place including what event
      took place, who was involved, when the event took place?
      [ ] Yes - ARC contract and Audit project team review required
      [ ] No - ARC review required
        
        
    3.4.4 Authentication
      (see http://opensolaris.org/os/community/arc/policies/PAM/)
      Do the components contain any authentication code?
      [ ] Yes
      [ ] No - continue to next section (section 3.4.5)
      
      If yes do the components use PAM (plugable authentication modules) for authentication?
      [ ] Yes
      [ ] No - ARC review required
      
      If yes is a single PAM session maintained during authentication?
      [ ] Yes
      [ ] No - ARC review required
      
      If yes are the components sufficiently privileged to allow the requested 
      operations (authentication, password change, process credential manipulation, 
      audit state initialization)?
      [ ] Yes - briefly describe below
      [ ] No - ARC review required
      
    3.4.5 Passwords
      (see http://opensolaris.org/os/community/arc/bestpractices/passwords-cli/ and
           http://opensolaris.org/os/community/arc/bestpractices/passwords-files/ for details)
      Do any of the components for the project deal with passwords?
      [ ] Yes
      [ ] No - continue to next section (section 3.4.6)
      
      If yes are these passwords entered via the CLI or environment?
      [ ] Yes - ARC review required
      [ ] No
      
      Are passwords stored within the file system for the component?
      [ ] Yes
      [ ] No - continue to next section (section 3.4.6)
      
      If yes are the permissions on the file such to protect exposing the password(s)?
      [ ] Yes
      [ ] No - ARC review required
      
    3.4.6 General Security Questions
      (see http://opensolaris.org/os/community/arc/bestpractices/security-questions/ for details)
      Do the components use standard network protocols?
      [ ] Yes
      [ ] No - ARC review required
      
      Do network services for the project make decisions based upon user, host or 
      service identities?
      [ ] Yes - explain below
      [ ] No
      [ ] N/A
      
      Do the components make use of secret information during authentication and/or
      authorization?
      [ ] Yes - explain below
      [ ] No
      [ ] N/A
  
  3.5 Networking
      Do the components access the network?
      [ ] Yes
      [ ] No - continue to next section (section 3.6)
      
      If yes do the components support IPv6?
      [ ] Yes 
      [ ] No - ARC review required
          
  3.6 Core Solaris Components
      Do the components of this project compete with or duplicate core 
      Solaris components?
      [ ] Yes - ARC review required
      [ ] No 
      
      Examples of Core Solaris Components include but are not limited to:
      
        Secure By Default
        Authorizations
        PAM -- Plugable Authentication Module
        Privilege
        PRM -- Process Rights Management -- Privilege
        Audit
        xVm -- Virtualization
        zones / Solaris Containers
        PRM -- Process Rights Management
        RBAC -- Role Based Access Control
        TX / Trusted Extensions
        ZFS
        SMF -- Service Management Facility
        FMA -- Fault Management Architecture
        SCF -- Smart Card Facility
        IPsec
        
4.0 Interfaces
  (see http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/ for details)
  4.1 Exported Interfaces
  
    Interface Name		Classification      Comments
    --------------------------- ------------------- ---------------------------
    Wizzy			Volatile            version 0.65
    Bang			Project Private     internally used by Wizzy 
                                                    for extra punch
    SUNWwizzy			Uncommitted         Wizzy's packaging
    
  4.2 Imported Interfaces
    Interface Name		Classification       Comments
    --------------------------- -------------------- --------------------------
    Slushy			Volatile
    Cherry Flavor		Committed
    Stingy			Contracted Volatile  see contract-4
    
    
  Note--Remove all Wizzy, Bang, Slushy, Cherry Flavor, Stingy references
        above as these are simply examples
          
  Brief Interface Classifications - See Appendix C for definitions
    Volatile - interfaces are fluid and will follow a rapidly changing community
    Uncommitted - interfaces are still evolving in the community and might follow
		  the community
    Committed - interfaces are stable in the community
    Project Private - no review required, just document in table
    Contracted (interface modifier) - further review required

Appendix A - References
  1.  Solaris Installation Locations Policy
      http://opensolaris.org/os/community/arc/policies/install-locations/
  2.  /usr/gnu Installation ARC case
      http://opensolaris.org/os/community/arc/caselog/2007/047/
  3.  Secure By Default Policy
      http://opensolaris.org/os/community/arc/policies/secure-by-default/
  4.  Network Install Time Securityuy Policy
      http://www.opensolaris.org/os/community/arc/policies/NITS-policy/
  5.  Adding RBAC Authorizations Policy
      http://opensolaris.org/os/community/arc/bestpractices/rbac-auths/
  6.  When to use setuid -vs- RBAC roles and profiles
      http://opensolaris.org/os/community/arc/bestpractices/rbac-intro/ and
  7.  Building RBAC Rights Profiles
      http://opensolaris.org/os/community/arc/bestpractices/rbac-profiles/
  8.  Solaris Audit Policy
      http://opensolaris.org/os/community/arc/policies/audit-policy/
  9.  Security questionaire
      http://opensolaris.org/os/community/arc/bestpractices/security-questions/
  10. Interface Taxonomy
      http://www.opensolaris.org/os/community/arc/policies/interface-taxonomy/
  11. Plugable Authentication Modules -- PAM
      http://opensolaris.org/os/community/arc/policies/PAM/
  12. Reusable Passwords In Command Line Arguments and Environment Variables
      http://opensolaris.org/os/community/arc/bestpractices/passwords-cli/
  13. Storing Reusable Passwords on a Filesystem
      http://opensolaris.org/os/community/arc/bestpractices/passwords-files/
  14. Release Taxonomy
      http://opensolaris.org/os/community/arc/policies/release-taxonomy/
  15. Service Management Facility (SMF) usage
      http://opensolaris.org/os/community/arc/policies/SMF-policy/

  
Appendix B - Suggested case materials
  1. man pages
  2. SMF manifests
  3. links to contracts
  
Appendix C - Definitions
Submitter
     an agent responsible for creation of an ARC project along with the
     materials describing that project.
Owner
     the ARC agent responsible for shepherding the case through review
     and ensuring a formal opinion is written where required.
Maintainer
     an agent responsible for releasing new versions of a program, typically
     the "main" contributor or person incharge of making Architectural
     decisions for the project
Contributor
     an agent who make contributions to a project, typically has a voice in
     making Architectural decisions for the project
Monitoring
     an agent who is only following the changes made in the community and
     has no Architectural input into the project
Volatile*
    interfaces that are very fluid and typically follow the originating 
    community.  Typically these interfaces can not be imported by other
    projects.
Uncommitted*
    interfaces that are still evolving but will most likely be present from
    release to release.
Committed*
    interfaces that are stable and with Sun guaranteeing some level of
    compatibility from release to release.
Project Private*
    interfaces that are exposed only to or intended to be used only by
    the project being reviewed.  These interfaces can not be imported by
    other projects.
Not-An-Interface*
    components that are not interfaces.
Contracted* (interface modifier) - ARC review of Contract required
    interfaces that do not allow another project to import can be 

*Note: see http://opensolaris.org/os/community/arc/policies/interface-taxonomy/ for details

--Boundary_(ID_tJym9IS3tpmmpIMghsjXgw)--

From sacadmin Thu Jun 12 16:09:41 2008
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Date: Thu, 12 Jun 2008 16:09:34 -0700
From: Jyri Virkki <Jyri.Virkki@sun.com>
Subject: Re: LSARC/2008/061 - FOSS Check List...
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John Fischer wrote:
>
>   2.3 Type of project
>       Is this case a Linux Familiarity project?
>       [ ] Yes
>       [ ] No

While that's the phrase of the moment, I'm not sure there's a crisp
enough definition of what that really means for this to be a useful
Y/N question. 


-- 
Jyri J. Virkki - jyri.virkki@sun.com - Sun Microsystems

