KnowledgeTree Open Source Goes GPL v3

October 17, 2007 – 12:31 pm

I mentioned in a previous post our intention to release forthcoming versions of KnowledgeTree Open Source Edition under an OSI-approved license. With the release of the GPL v3 and its recent OSI-approval, and the OSI-approval of the Common Public Attribution License we felt that the time was right for a change. My previous post also looked at what we wanted from a new open source license, covering both the community and commercial drivers that are important to us.

We have settled on version 3 of the GNU General Public License and will be releasing all future releases of KnowledgeTree Open Source Edition under this license, starting with 3.5.0 next week. This wasn’t an easy decision to make: the CPAL and several other licenses are compelling. CPAL in particular, would be a relatively easy switch for us: the KnowledgeTree Public License is an MPL+ license. The “+” denotes that we have added extra terms to the license, usually requiring attribution through the use of a logo and copyright notice. The CPAL is also based on the Mozilla Public License and the switch would therefore have been far easier to manage, whether it be educating our sales and support team, or our community.

Switching licenses isn’t something you want to undertake too often and is certainly not an easy task. To this end we wanted to be absolutely certain that the license we utilized was appropriate for our needs. As previously mentioned, we workshopped what we wanted from the license terms and I’ll cover off our thinking around three of these below.

Firstly, we wanted to a license that would be widely accepted by our community and the open source community at large. We did not want to risk the license we were using to be, over time, relegated to the peripheries of the open source world. We wanted to use a license that would have wide acceptance and momentum behind it. What this would mean is that our community would fully understand their rights and obligations around utilizing the software and would not be dissuaded from doing so because they felt they would need to undertake a lengthy and costly legal exercise to determine if they could use our code. Acceptance would also mean that a legal precedent would develop around the license and that bodies would spring up to defend the rights of licensors and licensees (the GPL Violations project is a good example of this).

In terms of acceptance, the CPAL had a difficult birth and is certainly not yet widely accepted. The Affero GPL v3 (more below) has not yet been published and is also not that likely to be as immediately recognizable and understood as the GPL v3.

There are however problems with the GPL v3. Despite being the latest in the line of the most widely-used open source licenses it is still untested: we have no idea how different courts will interpret its terms. In fact, in an effort to become somewhat “jurisdiction independent”, the GPL v3 steers away from using commonly utilized legal terms such as “derivative work” and attempts to define analogues that are likely to be interpreted more uniformly (”modified version”). In my opinion this has been somewhat at the cost of readability and density.

Two major issues that attracted much debate within our team were: user interface attribution provisions (as provided for in the CPAL, and in MPL+ licenses such as the KnowledgeTree Public License and the SocialText and SugarCRM Public License) and network use provisions (to require redistribution of sourcecode in Software-as-a-Service scenarios and found in the Affero GPL, Open Software License and CPAL). There were strong arguments on our team for and against these requirements, coming from both business and idealogical perspectives (open source is, for many of us, far more than just business).

Strong user interface attribution (which is enforced in most MPL+ licenses) has recently come in for some serious criticism by leading members of the open source community. These licenses require elements of the majority copyright holder’s branding to remain visible on the application’s user interface. Many in the open source community have never been comfortable with what they perceive as “badgeware”. Over a year or so ago we felt that we needed this sort of protection against the forking of our source code or (more likely and more threatening to a commercial open source company) the utilization of the KnowledgeTree source code by an OEM-type entity without them giving “something” back (money, code, publicity). Section 5 of the GPL v3 anticipates the need for some level of attribution and requires that “conveying modified source versions” include the retention of “Appropriate Legal Notices” (which may include a copyright statement on the user interface). [UPDATE: As pointed out by Richard Fontana from the SFLC, section 7(b) permits copyright holders to optionally require preservation of “reasonable author attributions” in the Appropriate Legal Notices (in addition to copyright notices). This is something we are in fact doing.]
We’ve also matured our thinking, built out our community, learnt a lot more about our business and now believe that a strong copyleft license is more appropriate for us: it is far more friendly to an open source community and far more likely to dissuade commercial use of the code in circumstances where profit is involved (if you, a commercial user of the KnowledgeTree source code, want to ensure that your derivative work does not need to be redistributed, you’re going to have to license the code from us under new terms).

Another important discussion for us was whether we wanted and needed the license to view redistribution very broadly and thus interpret the serving of an application over a network as distribution of the code. Unfortunately the Affero GPL v3 (which would provide for this) has not yet been published. We discussed this at length and came to the conclusion that even if it were available, it would still be somewhat exotic (along with several other licenses that attempt to address “network use” and redistribution). We evaluated both the community and commercial aspects of not having this sort of control over the code. The primary concern was in fact commercial: competition with our own SaaS offering, KnowledgeTreeLive. We were however comfortable that the GPL v3’s “Appropriate Legal Notices” provisions mitigated some of this risk.

To summarize a relatively long “brain dump”:

  • the GPL v3 is very like to gain significant momentum and acceptance and we think it makes good business and community sense to be part of this momentum;
  • the GPL, being strongly copyleft, is a very community friendly license as it strongly supports the redistribution of source code, more so than the MPL. This also makes it a very friendly license for commercial open source vendors who would like to dual-license their software.
  • the GPL v3 provides for a level of attribution that makes us comfortable;
  • the GPL v3’s lack of “network use provision” could be mitigated by the license’s copyright attribution requirements.

It’s (a)Live!

October 12, 2007 – 8:16 am

On Tuesday we announced the launch of KnowledgeTreeLive, the hosted on-demand offering of the KnowledgeTree. We got some really great press coverage and have had a good number of sign-ups (far surpassing my expectations).

The launch was certainly not free of hick-ups: we had been sending sign-up emails directly from our EC2 cluster for a few days when we realized that a large number of the emails weren’t actually being delivered. It turns out that many of the EC2 dynamic IP addresses are already blacklisted by numerous email block-lists for spam violations and it just so happened that our servers had been assigned those IPs. We’re now smart-hosting email through one of our servers that isn’t in the cloud and hopefully registration emails are now getting through!

We live and learn!

Optaros Open Source Document Management Magic Quadrant and Gartner ECM Quadrant Thoughts

October 7, 2007 – 9:56 am

Bruno von Rotz and colleagues at Optaros recently put together an interesting webinar exploring the open source document management space. They produced a nifty magic quadrant and KnowledgeTree isn’t doing too badly, considering that the KnowledgeTree application’s primary goal isn’t to solve large enterprise document management challenges. We’re still committed to helping the very large number of smaller organizations and work-teams manage collaboration, control and compliance challenges.

SMB and departmental applications need:

  • to be easy to install: KnowledgeTree has a single-click installer for both Windows and Linux (see a previous post with some 3rd-party commentary on how easy it is compared to another well known open source DM player);
  • easy to purchase: clear indication of pricing on promotional material, particularly on your website and clearly defined product offering with no surprises (your customer needn’t have a BS to work out what it is going to cost them);
  • easy to use: clear, well constructed user interface, significant amount of documentation written at an appropriate level (quick start guides, full user manuals, wikis, API documentation) and available within the application, in a downloadable form, and online.
  • meet SMB and departmental functional requirements and at the right price: you’re never going to be able to have every single piece of functionality that all of your customers desire, but you can find a middle ground between functionality and price-point that satisfies a very significant number of your customers who are your primary market segment.

Along somewhat similar lines to the Optaros quadrant, Alan Pelze-Sharpe, an analyst at CMSWatch, comments on the 2007 Gartner ECM Magic Quadrant and the absence of KnowledgeTree and its open source contemporaries in his recent De-mystifying the Gartner ECM Magic Quadrant article. Is open source content management still the elephant in the parlour?Optaros Open Source DM Magic Quadrant

KnowledgeTreeLive Public Soft-Launch Underway

October 7, 2007 – 8:59 am

The KnowledgeTreeLive public soft-launch got underway Friday. We’ve spent the last few weeks ironing out the wrinkles before our public announcement this coming Tuesday. The service is in beta state and over the next few months we’re likely to add additional collaboration (IM a la GMail) and inline editing features (see the VAO plugin for the KnowledgeTree on-premise editions for an indication of what is possible).

I’ve detailed the functionality and architecture of the KnowledgeTreeLive Software-as-a-Service Document Management application in a previous post.

New search snippet - search for documents via web services

September 28, 2007 – 5:56 pm

The release of KnowledgeTree 3.5 is nearing and Conrad, our lead architect and algorithm guru, recently demo’ed the new Lucene-based search engine. One of the cool new features (amongst many) is the exposure of a powerful search vocabulary via KnowledgeTree’s Web Services interface.

Advanced Querty Builder

You can build a complex expression using the Query Builder in the KnowledgeTree web interface and then utilize the expression to query the KnowledgeTree document repository via Web Services.

I can imagine that this will be a real win for our integrator community and ISVs.

Some of this functionality is already in our SVN trunk on Sourceforge.net. It hasn’t gone through much QA yet so don’t run it in a production environment!

KnowledgeTree on-demand: KnowledgeTreeLive coming Real Soon Now(tm)

September 27, 2007 – 12:35 pm

We’re getting very close to unveiling KnowledgeTreeLive, an on-demand KnowledgeTree service built on top of the very scalable and fault-tolerant Amazon Web Services Elastic Compute Cloud (EC2) and Simple Storage Service (S3) infrastructure.

In the next few weeks we’ll be bringing customers on to the service: bringing powerful, cost-effective, document management to organizations who would prefer not to run an on-premise application. And the cool part is that there will be very little lock-in: it will be possible to migrate off KnowledgeTreeLive to our free KnowledgeTree Open Source Edition. And you have access to the core product source code!

We won’t be charging an “arm and a leg” for storage either, compared to many of the other software-as-a-service content management providers. Amazon S3 provides us vast amounts of storage at a relatively low cost and we’re providing this to our customers.

Thanks to rPath, our development path has been relatively smooth: we’ve built virtual appliances based on our KnowledgeTree Appliance product and deployed them on the Elastic Compute Cloud. EC2 is a massive Xen virtualization cluster and rPath’s tools allowed us to seamlessly transfer virtual appliances into the EC2 environment.

Jean-Paul Bauer, our systems architect on the project, has built a very nifty scale-out environment for our front-end Apache virtual appliances and a nice back-end MySQL virtual appliance infrastructure that gets around the lack of persistence in the EC2 infrastructure. Our development team, led by Jalal Abrahams, has built a StorageProvider plugin for KnowledgeTree that utilizes S3 as the back-end document storage service.

We’ll be issuing a more formal announcement in a couple of weeks time.

KnowledgeTree at the China International Small and Medium Enterprises Fair

September 23, 2007 – 3:20 pm

Daniel Ma, a director of our Hong Kong-based partner company Aoba Hopkins Information Management, sent us photos of Aoba Hopkins’ stand at the China International Small and Medium Enterprises Fair. The fair, held in Guangzhou, China, ran this past week from 15-18 September.

It looks like Daniel and company put together a great stand and got some excellent coverage for KnowledgeTree (and SugarCRM as well).

aoba3.jpg

aoba1.jpg

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KnowledgeTree versus Alfresco - A 3rd-party Comparison (and some SharePoint thrown in for balance)

September 23, 2007 – 11:40 am

An interesting comparison of KnowledgeTree and Alfresco has been blogged by a “tech geek” in New Zealand. While both KnowledgeTree and Alfresco are leading open source content management systems (and in particular document management systems), KnowledgeTree is positioned in the SMB/departmental space where ease of use is incredibly important (Alfresco is going after the enterprise space). We’re glad that the author liked both our documentation and ease of install and use - we’re obviously getting it right!
Contrary to what is described in the blog: we do provide PDF transformations and we’re working on inline previews :-).

We’ve also recently put together a “KnowledgeTree is a Compelling Alternative to Microsoft Office SharePoint Server for Document Management” position piece. Well worth a read if you are contemplating Microsoft SharePoint for your document management needs.

KnowledgeTree Open Source Licensing: GPL, CPAL, OSL ?

September 11, 2007 – 5:55 pm

As mentioned in a previous post, we’re in the market for a new open source license for KnowledgeTree. The open source licensing landscape has changed dramatically since we decided to license KnowledgeTree out under the KnowledgeTree Public License. Many of us at KnowledgeTree are, now more than ever, concerned about license proliferation, the dilution/fuzzying of what it means to be “open source” and ensuring that the commercial open source business side of our business continues to foster a strong open source community.

So, what has changed? After much to and fro-ing and several false starts, the Open Source Initiative recently approved the Common Public Attribution License. Last week, the OSI board approved the GPL v3 and LGPL v3. A good time for us to review our licensing strategy and move to an OSI approved license.
We recently spent some time workshopping what we want our open source license to do. The next step is to determine a good license match for our “wish list”.

The KnowledgeTree Open Source licensing “Wish List”

** denotes a non-negotiable “wish”

  • foster/support as big and vibrant a community as possible
  • a recognised license (widely used, accepted, certified by OSI, a known entity to “exit” investors) **
  • supports “sharing” of code, knowledge, skills, time (we felt that this meant a more copyleft and less permissive license) **
  • promotes and supports our commercial dual-licensing strategy
  • strongly copyleft and less permissive **
  • supports a “suitable” level of attribution **
  • has a clear and broad definition of “redistribution” (i.e. what is found in Larry Rosen’s Open Software License or the Affero GPL’s “network use” provision)
  • Manages our liability and indemnifies us against all the usual stuff we don’t want to be exposed to **
  • Must be a generic license and not require modification to be utilized by us (i.e. must not be specific to a particular open source project such as the Mozilla or Apache Foundations). **
  • Manage patent issues and protect against patent trolls and the like **
  • It must have a clearly defined jurisdiction for interpretation and preferably would already have been legally “tested” in some way (court action, a significant body of legal knowledge etc) **

And, drum roll, the Candidate Licenses put forward by our team were as follows:
Candidate Licenses
KPL
CPAL
GPL v3.0
Open Software License
GPL v2
LGPL
Apache
New BSD License

We felt that some of the candidate licenses that were put forward did not make our “non-negotiable” list and were disqualified.

So we’re in the process of evaluating the remaining licenses against our criteria and hope to have an answer Real Soon Now(tm)!

Corratech preview OPENSUITE at LinuxWorld

August 2, 2007 – 7:42 pm

After several harrowing interconnections I’ve finally made it to Barcelona. European travel in summer is no fun!

Our friends at Corratech are previewing OPENSUITE at LinuxWorld next week. OPENSUITE aims to “create a pluggable, services-based framework that integrates leading open source applications through business processes to improve IT performance and reduce costs.”

The first apps that they are developing plugins for are Zimbra, KnowledgeTree, Openbravo and Centric CRM. Sounds like a great idea and certainly something that our customers would find valuable.
Corratech is a member of the Open Solutions Alliance and KnowledgeTree has recently become a “friend” of the OSA. The OSA aims to make enterprise-class open software solutions work together. Open Source is about no lock-in and strong interoperability - efforts such as this strengthen the business case for open source enormously.