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+%include "default.mgp"
+%default 1 bgrad
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+%nodefault
+%back "blue"
+
+
+%center
+%size 5
+How and why to work with the
+Kernel Community
+
+
+ASUS 2009
+
+%center
+%size 3
+by
+
+Harald Welte <hwelte@hmw-consulting.de>
+
+Linux Developer
+Consultant
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the kernel community
+Introduction
+
+Who is speaking to you?
+ an independent Free Software developer, consultant and trainer
+ 13 years experience using/deploying and developing for Linux on server and workstation
+ 10 years professional experience doing Linux system + kernel level development
+ strong focus on network security and embedded
+ expert in Free and Open Source Software (FOSS) copyright and licensing
+ digital board-level hardware design, esp. embedded systems
+ active developer and contributor to many FOSS projects
+ thus, a techie, who will therefore not have fancy animated slides ;)
+
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the kernel community
+Introduction
+
+What is my affiliation with VIA
+ First contact with VIA in Q3/2007
+ I became VIA Open Source Liaison in July 2008
+ In this role, I help the VIA Linux Committee, PM's and Engineers
+ to understand the Linux and Open Source world
+ to communicate with the Open Source world
+ to interface to Linux community concerns and take them to VIA
+ to get VIA on track for world-class Linux support
+ I percieve myself more as Linux person inside VIA, not VIA person in Linux ;)
+ Sorry: I am an expert on Linux, not [yet] on VIA's products
+ so please excuse me if I say something wrong about VIA hardware
+
+ I don't speak for VIA, just for myself
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+What is Free Software?
+
+ Software that is
+ available in source code
+ is licensed in a way to allow unlimited distribution
+ allows modifications, and distribution of modifications
+ is not freeware, but copyrighted work
+ subject to license conditions, like any proprietary software
+ READ THE LICENSE
+
+What is Open Source?
+ Practically speaking, not much difference
+ Remainder of this presentation will use the term FOSS (Free and Open Source Software)
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+What is the FOSS Community?
+
+ Diverse
+ any individual can contribute
+ no formal membership required
+ every project has it's own culture, rules, ...
+ International
+ the internet boasted FOSS development
+ very common to have developers from all continents closely working together
+ Evolutionary
+ developers come and go, as their time permits
+ projects evolve over time, based on individual contributions
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Development Process
+
+ "Rough concensus and running code"
+ Decisions made by technically most skilled people
+ Reputation based hierarchy
+ Direct Communication between developers
+ Not driven by size of a target market
+ Release early, release often
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+FOSS Community likes
+
+ generic solutions
+ portable code
+ vendor-independent architecture
+ clean code (coding style!)
+ open standards
+ good technical documentation
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+FOSS Community dislikes
+
+ monopolistic structures
+ e.g. intel-centrism
+ closed 'industry forums' with rediculous fees
+ e.g. Infiniband, SD Card Association
+ standard documents that cost rediculous fees
+ NDA's, if they prevent development of FOSS
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+The "Linux" System
+
+
+ What is a so-called Linux system
+ The Linux operating system kernel
+ The X.org X11 windowing system
+ Various non-graphical system-level software
+ A variety of different desktop systems (KDE, Gnome)
+ A variety of GUI programs
+
+ In reality, this is a "Linux Distribution"
+ sometimes referred to as "GNU/Linux System"
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Entities in the Linux system
+
+
+ Free Software projects and their developers
+ So-called "Distributors" who create "Distributions"
+ Contributors
+ Users
+ Vendors of proprietary Linux software
+
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+FOSS Projects
+
+
+ Free Software projects and their developers
+ Linux Kernel, Xorg, KDE, Gnome, Apache, Samba
+
+ Role
+ Development of the individual program
+ Very focused on their individual project
+ Portability and flexibility usually main concern
+ Interact based on practical neccessity
+
+ Usually they just provide source code, no object code
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Distributions
+
+
+ Distributions (both commercial and community based)
+ Debian, Ubuntu, SuSE, Fedora, RedHat, Mandriva, ...
+
+ Role
+ Aggregate thousands of individual FOSS programs
+ Find stable and compatible versions of those programs
+ Do 'software system integration'
+ Offer bianary software packages and installation media
+ Offer (security) updates to their users
+ Offer free/best effort or commercial support for professional users
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Contributors
+
+
+ Contributors
+ are people not part of a specific development team
+ usually "very active users" of a particular program
+
+ Role
+ find / document / fix bugs that they find themselves
+ contribute bug reports, documentation or code
+ participate in discussion on features or problems
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Collaborative Software Development
+
+
+ How do projects communicate internally
+ Very rarely in physical meetings (people live too far apart)
+ Very rarely in phone conferences (people live in different timezones)
+ It's almost entirely text-based (e-mails, sometimes chat system)
+
+ Mailing Lists
+ Usually every project has at least one list
+ Often there are separate lists for developers and users
+ Participation in the mailing list (reading and posting) open to anyone
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Collaborative Software Development
+
+
+ Project Management / Decision making
+ usually there's a small group (coreteam) or one leader
+ he is often the creator of the program, or it's maintainer
+ he has the final say in what is accepted or not
+ larger projects have 'subsystem maintainers' with delegated authority
+ so quite often, the structure is more hierarchical than people believe
+ rough concensus and running code
+
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Linux and binary compatibility
+
+
+ Linux and binary compatibility
+ Drivers usually run inside the OS kernel
+ Linux doesn't have any stable kernel-internal ABI
+ Linux doesn't even have stable kernel-internal API
+ Only the ABI to userspace is stable/fixed
+
+ Thus, every minor Linux release can break in-kernel ABI+API
+ This is why binary-only drivers simply don't work!
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Linux and binary compatibility
+
+
+ I still don't believe! Why not binary-only drivers
+ because every distribution has a different base kernel revision
+ because every distribution can change their kernel version e.g. as part of a security update
+ users will end up in incompatibility nightmare
+ so please, don't do it. It will never work for the majority of your users
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Implications for Hardware Vendors
+
+
+ Implications for Hardware Vendors
+ Users are used to get all software from the distribution
+ They are not used to separate vendor-provided driver CD's
+ Thus, drivers need to be in the distribution
+ Goal: getting drivers into the distrubution
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Implications for Hardware Vendors
+
+
+ How to get drivers into distributions?
+ You can talk directly to the distributions
+ But: Their code architecture/style requirements are high
+ But: Many of them do not accept binary-only drivers
+ But: There are many, many distributions.
+ Linux is only a certain portion of the market
+ Every distribution is only a small portion of the portion
+ Thus, new goal: Get your drivers in the mainline project
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Implications for Hardware Vendors
+
+
+ Getting drivers in the mainline project
+ ensures that all distributions will pick up the driver
+ ensures out-of-the box support of your hardware on all distributions
+ ensures best user experience
+ ensures least internal R&D resources
+ no need to provide binaries for 3 versions of 5 distributions
+ no need to constantly try to catch up with distribution kernel updates
+
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Windows driver development model
+
+
+ MS defines stable APIs and ABIs for drivers and releases SDK (DDK)
+ All interfaces are specified by a single entity
+ The interface between driver and OS core is designed as binary interface
+ Hardware vendors develop drivers for their hardware component
+ Hardware vendors compile and package drivers for their hardware component
+ Hardware vendors sell bundle of hardware and software driver (object code)
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Linux driver development model
+
+
+ A community-driven process creates in-kernel driver API's
+ Drivers are written against those APIs
+ Drivers are submitted to the kernel developes for inclusion into the OS source tree
+ Because all (good) drivers are inside one singe source tree, OS developers can (and will) refine the APIs whenever apropriate
+ There are no stable in-kernel API's, and especially no stable in-kernel ABI's
+ Linux development community releases kernel source code
+ Hardware vendor sells hardware only. The Windows driver CD is unused.
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Linux driver development model
+
+
+ Without proper support from HW vendor, Most hardware drivers are developed by people inside that community
+ sadly most of them have no relation to the HW manufacturer
+ even more sadly, many of them have to work without or with insufficient documentation (reverse engineering)
+
+ Good HW vendors understand this and support Linux properly!
+
+ Linux is a big market by now
+ Servers
+ Embedded devices (est. > 40% of all wifi/dsl router + NAS appliances)
+ Increasingly popular on the Desktop
+ Recently: Netbooks
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Linux driver development model, bad case timeline
+
+
+ Hardware vendor produces and ships hardware
+ Users end up getting that hardware without any Linux support
+ Somebody will start a driver and inquire about HW docs
+ Hardware vendor doesn't release docs
+ If hardware is popular enough, somebody will start reverse engineering and driver deevlopment
+ With some luck, the driver is actually useable or even finished before the HW product is EOL
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Linux driver development model, good case timeline #1
+
+
+ Hardware vendor starts Linux driver development for new HW during HW R&D
+ Hardware vendor submits Linux driver for review / inclusion into mainline Linux kernel before HW ships
+ User installs HW and has immediate support by current Linux kernel
+ Hardware vendor publicly releases HW docs when the product ships, or even later
+ This enables the community to support/integrate the driver with new interfaces
+ It also enables the community to support hardware post EOL, at a point where the HW vendor
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Linux driver development model, good case timeline #2
+
+
+ Hardware vendor releases HW documentation during HW R&D or no later than the product start shipping
+ Somebody in the Linux development community might be interested in writing a driver
+ in his spare time because of technical interest in the HW
+ as a paid contractor by the HW vendor
+ In such cases it helps if the HW vendor provides free samples to trustworthy developers
+ That driver is very likely to get merged mainline
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Why submit your code mainline?
+
+
+ Quantity-wise, most users use some Linux distribution
+ Every version of every distribution ships a different Linux kernel version
+ Most end-users are not capable of compiling their own kernel/drives (but way more than you think!)
+ Thus,
+ teaming up with one (or even two, three) Linux distributions only addresses a small segment of the user base
+ distributing your driver independently (bundled with hardware, ...) in a way that is ready-to-use for end-users is a ton of work and almost impossible to get right
+ the preferred option, with the least overhead for both user and HW vendor is to merge the driver mainline.
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+How to submit your code mainline?
+
+
+ The FOSS code quality requirements are _extremely_ high
+ It's not a surprise that Linux is generally considered much more stable than competitors
+ Code needs to be maintainable
+ Linux supports old hardware ages beyond their EOL
+ Thin of MCA, VLB, Decnet, IPX networking, ...
+ So unless you respect the development culture, your code is likely to get rejected!
+ Post your driver at the respective mailing lists
+ Release early, release often
+ Don't hesitate to ask for feedback and suggestions if you are not 100% sure what is the right way to implement a certain feature
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+What about other FOSS OS's
+
+
+ There are quite a number of other non-Linux FOSS OSs, among them
+ FreeBSD, OpenBSD, NetBSD, ...
+ Those are not as small as you might think
+ FreeBSD often used for internet severs (web, mail, ...)
+ OpenBSD often used in high-security environments
+ NetBSD a little more prominent in embedded
+ So how does this affect a HW manufacturer
+ In case the OS is used in a targetted market, developing a driver might make sense
+ In most cases, open docuentation is all those projects need
+ In other cases, dual-licensing a driver (GPL+BSD) makes sense so *BSD can use code from the Linux driver
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Techncal differences
+
+
+ In the MS world, almost all interfaces are MS defined
+ In the Linux world, Linux is only the OS kernel
+ All other interfaces are specified by their respective projects
+ Often there are many alternatives, e.g. for graphical drivers
+ X.org project (X11 window server, typical desktop)
+ DirectFB project (popular in embedded devices like TV set-top boxes)
+ Qt/Embedded (popular in certain proprietary Linux-based mobile phones)
+ Every project has it's own culture, including but not limited to
+ coding style
+ patch submission guidelines
+ software license
+ communication methods
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Practical Rules
+
+ 1. Much more communication
+ It's not a consumer/producer model, but cooperative!
+ Before you start implementation, talk to project maintainers
+ It's likely that someone has tried a similar thing before
+ It's likely that project maintainers have already an idea how to proceed with implementation
+ Avoid later hazzles when you want your code merged upstream
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Practical Rules
+
+ 2. Interfaces
+ If there is a standard interface, use it
+ If insufficient: Don't invent new interfaces, try to extend existing ones
+ If there is an existing interface in a later (e.g. development) release upstream, backport that interface
+ Don't be afraid to touch API's if they're inefficient
+ Remember, you have the source and _can_ change them
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Practical Rules
+
+ 3. Merge your code upstream
+ Initially you basically have to create a fork
+ Development of upsteram project continues sometimes at high speed
+ If you keep it out of tree for too long time, conflicts arise
+ Submissions might get rejected in the first round
+ Cleanups needed, in coordination with upstream project
+ Code will eventually get merged
+ No further maintainance needed for synchronization between your contribution and the ongoing upstream development
+ Don't be surprised if your code won't be accepted if you didn't discuss it with maintainers upfront and they don't like your implementation
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Practical Rules
+
+ 4. Write portable code
+ don't assume you're on 32bit CPU
+ don't assume you're on little endian
+ if you use assembly optimized code, put it in a self-contained module
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Practical Rules
+
+ 5. Binary-only software will not be accepted
+ yes, there are corner cases like FCC regulation on softradios
+ but as a general rule of thumb, the community will not consider object code as a solution to any problem
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Practical Rules
+
+ 6. Avoid fancy business models
+ If you ship the same hardware with two different drivers (half featured and full-featured), any free software will likely make full features available on that hardware.
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Practical Rules
+
+ 7. Show your support for the Community
+ By visibly contributing to the project
+ discussions
+ code
+ equipment
+ By funding developer meetings
+ By making rebated hardware offers to developers
+ By contracting / sponsoring / hiring developers from the community
+
+
+
+%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
+%page
+How and why to work with the Linux kernel community
+Thanks
+
+ Please share your questions and doubts now!
+
+ Please contact me at any later point, if you have questions
+
+ I'm here to help understand Linux and Open Source!
+
+ HaraldWelte@viatech.com
+ laforge@gnumonks.org
+ hwelte@hmw-consulting.de
+%center
+Thanks for your Attention
personal git repositories of Harald Welte. Your mileage may vary