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Open Governance for Tizen 3.0

Thiago Macieira, Intel
Guy Martin, Samsung
Tizen Developer Summit Korea 2013
Who are we?
Thiago Macieira
●

●

●

●

●

Open Source developer for 15
years
Software Architect at Intel’s
Open Source Technology
Center (OTC) and Tizen
Platform Community Manager
Maintainer of two modules in the
Qt Project
MBA and double degree in
Engineering
Previously, led the “Qt Open
Governance” project

Guy Martin
●

●

●

●

20+ years in software
development, open source
consulting & community
management
Senior Strategist – Samsung
Open Source Group (OSG)
Developed open source &
collaborative communities for
Motorola, Sun, and US DoD
Previously, built Red Hat's
strategic open source
consulting practice
Copyright © 2013 Intel & Samsung. Public.

2
Moving development to Tizen.org
●

●

●

Moving Tizen from 'source-available' to truly open
source / collaborative
The main area of development and contributions is Tizen.org
For productisation/commercialisation and depending on profile
policies and rules, main code tree can be pulled and built
anywhere by anyone
–

●

A small number of profile-specific packages may continue to be
developed using the “old” model (shared private first, then moving to
Tizen.org)

Tizen.org is becoming the primary development hub for Tizen

Tizen.org is now the primary development hub for the Tizen Platform

Copyright © 2013 Intel & Samsung. Public.

3
Overall governance guidelines
●

All community members
must:

●

All community members
should:

–

Be respectful of one another

–

Contribute to improve Tizen

–

Refrain from engaging in flame
wars or personal attacks

–

Help out new contributors and
users

–

Ensure Tizen community rules
are followed

–

Approach the TSG with
important matters

–

Follow general direction set by
the TSG

Disrespect of the rules may be sanctioned
Copyright © 2013 Intel & Samsung. Public.

4
The principle of “lazy consensus” &
silent consent
●

Procedure:
–
–

Those who disagree must provide alternative solutions

–
●

It is enough to reach consensus in a small group
Those who did not participate silently and implicitly give their consent

Requirements:
–

Public discussion, to the correct audience

–

Active membership that follows discussions

–

Reasonable time for objections
●

“Reasonable” is to be taken on case-by-case basis

Reference: http://openoffice.apache.org/docs/governance/lazyConsensus.html
Copyright © 2013 Intel & Samsung. Public. 5
Decision-making and meritocracy
●

Responsibilities and rights are awarded to those who merit
them
–

●

Merit gained by contributing to the project

Decisions made at the lowest level
–

People with merit are allowed to make decisions

–

Lazy consensus applies, so:
●
●

●

Decisions are public
Other contributors are allowed to object

Higher levels oversee decisions
–

If necessary, override

Copyright © 2013 Intel & Samsung. Public.

6
Project roles
Architecture
Workgroup
Release
engineers

Maintainers*

QA
engineers

Reviewers

Developers

*: Exactly one maintainer per Git repository

Copyright © 2013 Intel & Samsung. Public.

8
Developer
●

Role: develops code or other contributions

●

Rights and duties:
–

Can participate in mailing lists

–

Can report bugs and suggestions

–

Can contribute code changes for review to appropriate branches

–

Can (and is encouraged to) participate in the review process
(-1 and +1 reviews)

–

Should participate in relevant discussions in mailing lists

–

Should offer constructive advice to other developers

–

Should behave as a Reviewer in all aspects

Copyright © 2013 Intel & Samsung. Public.

9
Reviewer
●

Role: makes decisions on contributions

●

Rights and duties:
–

All of a Developer’s rights and duties

–

Can make decisions on code contributions (-2 and +2 reviews)

–

Should pro-actively participate in the review process

–

Should participate in the release process

–

Must not approve own contributions

–

Must offer constructive comments when rejecting a contribution

–

Must ensure contributions are ready for the production tree before
approving

Copyright © 2013 Intel & Samsung. Public.

10
Maintainer & Integrator
●

Role: maintains a package and ensures progress
–

●

Only one maintainer per Git repository

Rights and duties
–

All of a Reviewer’s rights and duties

–

Can make more invasive changes to a Tizen package
(e.g., create branches, rebase, etc.)

–

Can approve own contributions in exceptional cases
(example: no other reviewer was available)

–

Interprets TSG medium- and long-term goals into short-term ones

–

Must not abuse maintenance rights to bypass the review process

–

Must ensure all contributions to the maintained package are reviewed

–

Must release approved contributions into the product buildsystem

–

Must ensure quality of the package

–

Must participate in the Tizen quality and release process when required
Copyright © 2013 Intel & Samsung. Public.

12
Other roles
Release engineer
●

●

Role: create pre-release and
release images
Rights and duties:
–
–
–
–
–
–

All of a Developer’s rights and
duties
Should report bugs and
regressions
Must manage Tizen’s build system
Must approve or reject
submissions to the build system
Must create Tizen images and
smoke-test them
Must participate in the release
process

QA engineer
●

●

Role: ensure the overall
quality of Tizen releases
Rights and duties:
–

All of a Developer’s rights
and duties

–

Must test Tizen images
Must report bugs and
regressions
Must participate in the
release verification process

–
–

Copyright © 2013 Intel & Samsung. Public.

14
Becoming Reviewer, Maintainer,
etc.
●

Requirements: candidate is already acting at that level

●

Procedure:
–
–

Agreement by another one (all levels) or two (maintainer) other members

–
●

Nomination by an existing project member of that level
Motion carries if no objections are raised within three weeks

Specifically for maintainers:
–

There is a package in need of a Maintainer

–

Candidate is already a reviewer in some part of Tizen

Copyright © 2013 Intel & Samsung. Public.

15
Architect (member of the TSG
Architecture Workgroup)
●

Role: oversees and advises in technical matters
–

●

Decisions are always of the entire Architecture Workgroup

Rights and duties:
–

All of a Reviewer’s rights
●

Some architects may be Maintainers in their own right

–

Should pro-actively offer advice to on-going discussions

–

Interprets long-term Tizen strategy and vision into long- and mediumterm technical goals

–

Must monitor the overall health and progress of Tizen

–

Must participate in Architecture Workgroup decisions (lazy consensus
applies)

Copyright © 2013 Intel & Samsung. Public.

16
The TSG Architecture Workgroup
●

Members:
–

–

Initially, 5 to 8 members

–
●

Group of senior engineers or architects (experts) with broad view of
Tizen
Can be expanded later, by self-selection

Decision-making:
–

Periodic meeting, all architects plus invited experts

–

Decisions posted publicly

–

Lazy consensus: architects who do not object need not speak up

Copyright © 2013 Intel & Samsung. Public.

17
Sanctions / Revocation of rights
●

●

All contributors, at all levels, must obey community rules
In case of continued disrespect, the community may impose
sanctions
–
–

●

We need to be understanding of the varied cultural backgrounds
Community Management is available to help mediating issues

Cases will be dealt with on a case-by-case basis, in a closed
Architecture Workgroup & Community Management meeting

Copyright © 2013 Intel & Samsung. Public.

19
Principles of the Tizen codebase
●

Keep code as close to upstream as possible

●

Upgrades must be justified

●

Goal is to have 1 project run on multiple profiles
–

Same code base but with different build options and enabled features

–

Contributors have to focus on the whole project rather than a specific
profile

–

Avoid hardcoding

Copyright © 2013 Intel & Samsung. Public.

20
Submit to
Gerrit

Write code

Offer
suggestions

Release
engineer

Maintainer

Reviewer

Developer

Flow of a contribution

Not
ok

Review

Ok

Release to
Release to
buildsystem
buildsystem

Approve
contribution

Integrate
contribution

(multiple changes)
Not
ok

Create
image

Smoketest

Ok

Release
image

Copyright © 2013 Intel & Samsung. Public.

21
What tools we use
●

Tools used:
–

Gerrit, for code and contribution reviews

–

JIRA, for reporting bugs and keeping track of tasks

–

Email and mailing lists, for discussions

Copyright © 2013 Intel & Samsung. Public.

22
Mailing list for discussion
●

Platform development uses one main mailing list:
–
–

All project-wide discussions should be on this list

–

TSG Architecture Workgroup decisions are posted to this list

–
●

dev@lists.tizen.org

In the future, we may split if traffic becomes too high

Members and rules:
–

Open to subscription and posting from anyone on the Internet

–

Decisions respect lazy consensus and meritocracy

–

Common-sense and regular “netiquette” apply
●

–

List moderators will act in case of abuse

No confidential material: all discussions are public

Copyright © 2013 Intel & Samsung. Public.

23
Bug reports and task tracking (JIRA)
●

●

Manages defects from all
public binaries
Contains the official release
criteria

Copyright © 2013 Intel & Samsung. Public.

24
Code reviews (Gerrit)
●

Day-to-day decisions:
–
–

●

Comments, enhancements
Approvals

People:
–

Everyone can create an
account

–

Everyone can participate

–

Everyone can offer +1 or -1

–

Reviewers can approve (+2) or
permanently reject (-2)

–

Only Maintainers can integrate
the change

Copyright © 2013 Intel & Samsung. Public.

25
Code contribution approval
guidelines
Technical / Objective rules
●

Does this compile?

●

Subjective rules

Does it introduce a bug?

●

●

●

●

Is this in the direction set
forth by TSG, Arch WG,
Maintainer?

Does it do what it is says it
does?

●

Does it follow the coding
guidelines*?

●

Is this the best solution?

●

Is this the right time?

Does it follow the Tizen
branch guidelines?

Does it introduce risks to
stability?

*: coding standards, defensive coding, file naming conventions, etc.

Copyright © 2013 Intel & Samsung. Public.

26
Decision-making
Type

Who*

Where

Code contribution
Decisions on one package

Reviewers of the package

Code review tool
Mailing lists

A few packages
Small / low-impact issues

Reviewers and Maintainers
Mailing lists
of the packages

A lot of packages
Large / big-impact issues

Reviewers, Maintainers
and Architects

Mailing Lists
TSG Architecture
Workgroup meeting

API in the Tizen
Compliance

Reviewers, Maintainers
and Architects

Mailing Lists
TSG Architecture
Workgroup meeting

*: people typically involved. It’s always possible for more people to participate.

Copyright © 2013 Intel & Samsung. Public.

27
Branching plan drawing
tizen_3.0_mobile
Tizen 3.0 release
Tizen 3.0.1
tizen_3.0
Bugfixes

Tizen 3.1
tizen_3.1

tizen
New features
& bugfixes

New features
& bugfixes

New features
& bugfixes

Copyright © 2013 Intel & Samsung. Public.

29
Conclusion
●

Tizen’s Open Governance is live

●

Model by which we work with each other and partners

●

Suggestions to improve are welcome

●

Join dev@lists.tizen.org to participate
–

Only requirement: your will to improve Tizen!

–

Be nice and professional

Copyright © 2013 Intel & Samsung. Public.

30
Thank You!
Thiago Macieira
thiago.macieira@intel.com
Guy Martin
guy.martin@samsung.com
dev@lists.tizen.org
http://source.tizen.org

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Open Governance for Tizen 3.0

  • 1. Open Governance for Tizen 3.0 Thiago Macieira, Intel Guy Martin, Samsung Tizen Developer Summit Korea 2013
  • 2. Who are we? Thiago Macieira ● ● ● ● ● Open Source developer for 15 years Software Architect at Intel’s Open Source Technology Center (OTC) and Tizen Platform Community Manager Maintainer of two modules in the Qt Project MBA and double degree in Engineering Previously, led the “Qt Open Governance” project Guy Martin ● ● ● ● 20+ years in software development, open source consulting & community management Senior Strategist – Samsung Open Source Group (OSG) Developed open source & collaborative communities for Motorola, Sun, and US DoD Previously, built Red Hat's strategic open source consulting practice Copyright © 2013 Intel & Samsung. Public. 2
  • 3. Moving development to Tizen.org ● ● ● Moving Tizen from 'source-available' to truly open source / collaborative The main area of development and contributions is Tizen.org For productisation/commercialisation and depending on profile policies and rules, main code tree can be pulled and built anywhere by anyone – ● A small number of profile-specific packages may continue to be developed using the “old” model (shared private first, then moving to Tizen.org) Tizen.org is becoming the primary development hub for Tizen Tizen.org is now the primary development hub for the Tizen Platform Copyright © 2013 Intel & Samsung. Public. 3
  • 4. Overall governance guidelines ● All community members must: ● All community members should: – Be respectful of one another – Contribute to improve Tizen – Refrain from engaging in flame wars or personal attacks – Help out new contributors and users – Ensure Tizen community rules are followed – Approach the TSG with important matters – Follow general direction set by the TSG Disrespect of the rules may be sanctioned Copyright © 2013 Intel & Samsung. Public. 4
  • 5. The principle of “lazy consensus” & silent consent ● Procedure: – – Those who disagree must provide alternative solutions – ● It is enough to reach consensus in a small group Those who did not participate silently and implicitly give their consent Requirements: – Public discussion, to the correct audience – Active membership that follows discussions – Reasonable time for objections ● “Reasonable” is to be taken on case-by-case basis Reference: http://openoffice.apache.org/docs/governance/lazyConsensus.html Copyright © 2013 Intel & Samsung. Public. 5
  • 6. Decision-making and meritocracy ● Responsibilities and rights are awarded to those who merit them – ● Merit gained by contributing to the project Decisions made at the lowest level – People with merit are allowed to make decisions – Lazy consensus applies, so: ● ● ● Decisions are public Other contributors are allowed to object Higher levels oversee decisions – If necessary, override Copyright © 2013 Intel & Samsung. Public. 6
  • 7. Project roles Architecture Workgroup Release engineers Maintainers* QA engineers Reviewers Developers *: Exactly one maintainer per Git repository Copyright © 2013 Intel & Samsung. Public. 8
  • 8. Developer ● Role: develops code or other contributions ● Rights and duties: – Can participate in mailing lists – Can report bugs and suggestions – Can contribute code changes for review to appropriate branches – Can (and is encouraged to) participate in the review process (-1 and +1 reviews) – Should participate in relevant discussions in mailing lists – Should offer constructive advice to other developers – Should behave as a Reviewer in all aspects Copyright © 2013 Intel & Samsung. Public. 9
  • 9. Reviewer ● Role: makes decisions on contributions ● Rights and duties: – All of a Developer’s rights and duties – Can make decisions on code contributions (-2 and +2 reviews) – Should pro-actively participate in the review process – Should participate in the release process – Must not approve own contributions – Must offer constructive comments when rejecting a contribution – Must ensure contributions are ready for the production tree before approving Copyright © 2013 Intel & Samsung. Public. 10
  • 10. Maintainer & Integrator ● Role: maintains a package and ensures progress – ● Only one maintainer per Git repository Rights and duties – All of a Reviewer’s rights and duties – Can make more invasive changes to a Tizen package (e.g., create branches, rebase, etc.) – Can approve own contributions in exceptional cases (example: no other reviewer was available) – Interprets TSG medium- and long-term goals into short-term ones – Must not abuse maintenance rights to bypass the review process – Must ensure all contributions to the maintained package are reviewed – Must release approved contributions into the product buildsystem – Must ensure quality of the package – Must participate in the Tizen quality and release process when required Copyright © 2013 Intel & Samsung. Public. 12
  • 11. Other roles Release engineer ● ● Role: create pre-release and release images Rights and duties: – – – – – – All of a Developer’s rights and duties Should report bugs and regressions Must manage Tizen’s build system Must approve or reject submissions to the build system Must create Tizen images and smoke-test them Must participate in the release process QA engineer ● ● Role: ensure the overall quality of Tizen releases Rights and duties: – All of a Developer’s rights and duties – Must test Tizen images Must report bugs and regressions Must participate in the release verification process – – Copyright © 2013 Intel & Samsung. Public. 14
  • 12. Becoming Reviewer, Maintainer, etc. ● Requirements: candidate is already acting at that level ● Procedure: – – Agreement by another one (all levels) or two (maintainer) other members – ● Nomination by an existing project member of that level Motion carries if no objections are raised within three weeks Specifically for maintainers: – There is a package in need of a Maintainer – Candidate is already a reviewer in some part of Tizen Copyright © 2013 Intel & Samsung. Public. 15
  • 13. Architect (member of the TSG Architecture Workgroup) ● Role: oversees and advises in technical matters – ● Decisions are always of the entire Architecture Workgroup Rights and duties: – All of a Reviewer’s rights ● Some architects may be Maintainers in their own right – Should pro-actively offer advice to on-going discussions – Interprets long-term Tizen strategy and vision into long- and mediumterm technical goals – Must monitor the overall health and progress of Tizen – Must participate in Architecture Workgroup decisions (lazy consensus applies) Copyright © 2013 Intel & Samsung. Public. 16
  • 14. The TSG Architecture Workgroup ● Members: – – Initially, 5 to 8 members – ● Group of senior engineers or architects (experts) with broad view of Tizen Can be expanded later, by self-selection Decision-making: – Periodic meeting, all architects plus invited experts – Decisions posted publicly – Lazy consensus: architects who do not object need not speak up Copyright © 2013 Intel & Samsung. Public. 17
  • 15. Sanctions / Revocation of rights ● ● All contributors, at all levels, must obey community rules In case of continued disrespect, the community may impose sanctions – – ● We need to be understanding of the varied cultural backgrounds Community Management is available to help mediating issues Cases will be dealt with on a case-by-case basis, in a closed Architecture Workgroup & Community Management meeting Copyright © 2013 Intel & Samsung. Public. 19
  • 16. Principles of the Tizen codebase ● Keep code as close to upstream as possible ● Upgrades must be justified ● Goal is to have 1 project run on multiple profiles – Same code base but with different build options and enabled features – Contributors have to focus on the whole project rather than a specific profile – Avoid hardcoding Copyright © 2013 Intel & Samsung. Public. 20
  • 17. Submit to Gerrit Write code Offer suggestions Release engineer Maintainer Reviewer Developer Flow of a contribution Not ok Review Ok Release to Release to buildsystem buildsystem Approve contribution Integrate contribution (multiple changes) Not ok Create image Smoketest Ok Release image Copyright © 2013 Intel & Samsung. Public. 21
  • 18. What tools we use ● Tools used: – Gerrit, for code and contribution reviews – JIRA, for reporting bugs and keeping track of tasks – Email and mailing lists, for discussions Copyright © 2013 Intel & Samsung. Public. 22
  • 19. Mailing list for discussion ● Platform development uses one main mailing list: – – All project-wide discussions should be on this list – TSG Architecture Workgroup decisions are posted to this list – ● dev@lists.tizen.org In the future, we may split if traffic becomes too high Members and rules: – Open to subscription and posting from anyone on the Internet – Decisions respect lazy consensus and meritocracy – Common-sense and regular “netiquette” apply ● – List moderators will act in case of abuse No confidential material: all discussions are public Copyright © 2013 Intel & Samsung. Public. 23
  • 20. Bug reports and task tracking (JIRA) ● ● Manages defects from all public binaries Contains the official release criteria Copyright © 2013 Intel & Samsung. Public. 24
  • 21. Code reviews (Gerrit) ● Day-to-day decisions: – – ● Comments, enhancements Approvals People: – Everyone can create an account – Everyone can participate – Everyone can offer +1 or -1 – Reviewers can approve (+2) or permanently reject (-2) – Only Maintainers can integrate the change Copyright © 2013 Intel & Samsung. Public. 25
  • 22. Code contribution approval guidelines Technical / Objective rules ● Does this compile? ● Subjective rules Does it introduce a bug? ● ● ● ● Is this in the direction set forth by TSG, Arch WG, Maintainer? Does it do what it is says it does? ● Does it follow the coding guidelines*? ● Is this the best solution? ● Is this the right time? Does it follow the Tizen branch guidelines? Does it introduce risks to stability? *: coding standards, defensive coding, file naming conventions, etc. Copyright © 2013 Intel & Samsung. Public. 26
  • 23. Decision-making Type Who* Where Code contribution Decisions on one package Reviewers of the package Code review tool Mailing lists A few packages Small / low-impact issues Reviewers and Maintainers Mailing lists of the packages A lot of packages Large / big-impact issues Reviewers, Maintainers and Architects Mailing Lists TSG Architecture Workgroup meeting API in the Tizen Compliance Reviewers, Maintainers and Architects Mailing Lists TSG Architecture Workgroup meeting *: people typically involved. It’s always possible for more people to participate. Copyright © 2013 Intel & Samsung. Public. 27
  • 24. Branching plan drawing tizen_3.0_mobile Tizen 3.0 release Tizen 3.0.1 tizen_3.0 Bugfixes Tizen 3.1 tizen_3.1 tizen New features & bugfixes New features & bugfixes New features & bugfixes Copyright © 2013 Intel & Samsung. Public. 29
  • 25. Conclusion ● Tizen’s Open Governance is live ● Model by which we work with each other and partners ● Suggestions to improve are welcome ● Join dev@lists.tizen.org to participate – Only requirement: your will to improve Tizen! – Be nice and professional Copyright © 2013 Intel & Samsung. Public. 30
  • 26. Thank You! Thiago Macieira thiago.macieira@intel.com Guy Martin guy.martin@samsung.com dev@lists.tizen.org http://source.tizen.org