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MS Releases License For Sender-ID

NW writes "Microsoft published today a new license and FAQ for Sender-ID anti-spam standard being developed by the IETF's MARID WG (based on SPF). To use the license, a signed agreement with MSFT is required. Compatability with the Open Source Definition, the Free Software Definition, the Debian Free Software Guidelines, and the GPL/LGPL licenses is already in question."

24 of 242 comments (clear)

  1. MS FAQ regarding issue by Anonymous Coward · · Score: 5, Informative

    FAQ for Microsoft's
    Royalty-Free Sender ID Specification License
    Microsoft Corporation
    August 2004
    Q1: What is the purpose of the patent license?
    A1: The adoption of Sender ID is important for the industry and Microsoft wants to facilitate the
    adoption of the standard by licensing its necessary patent rights on a royalty free basis and
    encouraging others to license their patent rights that cover the Sender ID specification similarly
    on a royalty-free basis. That is why Microsoft's license includes all of Microsoft's current and
    pending patent rights that are necessary to implement the Sender ID specification not just the
    pending patent application claims Microsoft is currently aware of.
    Q2: Doesn't having a patent on Sender ID complicate the process of getting it adopted as
    an IETF standard?
    A2: No. It should not. There are dozens and dozens of patent rights that have been disclosed to
    the IETF that may cover IETF standards. See http://www.ietf.org/ipr.html for a complete list. We
    are not aware of any of these patents complicating the standards process especially where the
    patent owner has provided an assurance that it would make licenses available on a royalty-free
    basis with other reasonable and non-discriminatory terms and conditions as Microsoft has done
    here.
    Q3: Why is Microsoft asking people to take a license?
    A3: In order to promote Sender ID, Microsoft is pleased to offer its necessary Sender ID patent
    rights on a royalty-free basis but only to those who are also willing to make their Sender ID
    patents available on a reciprocal royalty-free basis. The license is also important to Microsoft for
    defensive reasons. The reciprocity provisions and the ability to reserve defensive rights for
    Microsoft's implementations of standards are very important elements in our decision to
    contribute technology to standards.
    Q4: When do I need to execute a license with Microsoft?
    A4: At this time Microsoft is only aware of pending patent application claims that cover its
    submission of the Sender ID specification. Because Microsoft is not aware of any issued patent
    claims, Microsoft does not require any one to sign a license with Microsoft to implement the
    Sender ID specification or any part of it that is incorporated into IETF working drafts. In
    conformance with the IETF IPR policy Microsoft has disclosed the existence of those pending
    patent claims and has provided its assurance that if such claims are granted Microsoft will make
    licenses available on reasonable and non-discriminatory terms. Microsoft has also gone beyond
    the IETF's requirements by clarifying that its licenses will require no fees or other royalties, and
    further, to make a license available to early adopters who wish at their option to clarify their rights
    with Microsoft with respect to early implementations. Typically patent holders do not make their
    license terms available until after the standard has been adopted and until after their patent
    claims have been granted, leaving early implementers to speculate as to the ultimate terms of the
    license.
    Q5: What do I need to do for binary and/or source code distribution?
    A5: Many open source licenses require you to include copyright notices distributed in the code
    itself identifying the authors of the code being distributed. Some open source licenses also
    require you to include the license under which you received the code with the code that you
    distribute so that downstream users of the code are made aware of the terms and conditions
    under which they can use the code. Microsoft does not require any notice or other attribution
    when you disclose or distribute your implementation in binary form. However, if you disclose or
    distribute your implementation in source code form, we think it is important for you to include a
    patent attribution (from sec. 2.2 of our royalty-free patent license) in your source code and in
    close proximity to the license under which you make your sou

    1. Re:MS FAQ regarding issue by VValdo · · Score: 4, Insightful

      A3: In order to promote Sender ID, Microsoft is pleased to offer its necessary Sender ID patent
      rights on a royalty-free basis but only to those who are also willing to make their Sender ID
      patents available on a reciprocal royalty-free basis.


      Gee, sounds almost viral to me.

      W

      --
      -------------------
      This is my SIG. There are many like it, but this one is mine.
    2. Re:MS FAQ regarding issue by ePhil_One · · Score: 4, Insightful
      In order to promote Sender ID, Microsoft is pleased to offer its necessary Sender ID patent rights on a royalty-free basis but only to those who are also willing to make their Sender ID patents available on a reciprocal royalty-free basis.

      Has anyone looked at the actual license to ensure that the patent reciprosity is limited only to Sender-ID? This thing could be a hell of a submarine patent reciprosity agreement, freeing MS to violate patents of anyone using email if it was worded carefully enough

      --
      You are in a maze of twisted little posts, all alike.
    3. Re:MS FAQ regarding issue by ePhil_One · · Score: 4, Interesting
      Take the tin foil hat off.

      Thanks, but I'll stick with the fool me twice, shame on me system. MS has proven time and time again that they play to win, and that their idea of fair play is whatever they can get away with. Wasn't that long ago they decided I needed to buy a second Windows license for every PC in my office because the one I bought with the computer didn't include a right for me to Ghost(tm) images onto it.

      Fortunately, there's a lot of really sharp and really paranoid folks who understand the law better than me (IANAL, though I do work in IP protection); you just have to separate them from the really paranoid people who don't understand the law.

      --
      You are in a maze of twisted little posts, all alike.
    4. Re:MS FAQ regarding issue by zurab · · Score: 4, Interesting
      Q5: What do I need to do for binary and/or source code distribution?
      A5: Many open source licenses require you to include copyright notices distributed in the code itself identifying the authors of the code being distributed. Some open source licenses also require you to include the license under which you received the code with the code that you distribute so that downstream users of the code are made aware of the terms and conditions under which they can use the code. Microsoft does not require any notice or other attribution when you disclose or distribute your implementation in binary form.

      The above is a variation of MS propaganda against OSS; taking shots at OSS while pretending to answer a "question," failing to distinguish that they are comparing their license for a specification vs open source licenses for actual programs.

      Anyway, I read most of the license and the sections 2.1 and 2.2 seem incompatible with most open source licenses that I am aware of. Why? Because both the patent and source code distribution license grants are explicitly stated as:

      nontransferable, non-sublicenseable, personal.

      IANAL, but to me this means that if you are a recipient of a program under this license (from a party who accepted this license), you have no right to redistribute the source code unless you sign a separate license with Microsoft. This, in turn, means that the source code distribution license is held hostage by Microsoft - i.e. they may, at any time, change the terms or discontinue this license offer and no new developers (who have not agreed to the original license) would be able to redistribute the source of the existing open source programs implementing the specification.

      Once this becomes popular, as Microsoft seems to hope, they may even (or at least have an option to) say - sorry, but we are no longer offering the "source code distribution" option with our new licensees, so sorry, really.

      So, at the end, again they hope, everyone would have granted their patent licenses to MS, and MS would be in charge of the terms for the source code distribution.

      This license is not compatible with OSS.
  2. Where will this lead? by ravenspear · · Score: 5, Insightful

    How long will it be before you have to have a signed agreement with Microsoft to send an email?

    1. Re:Where will this lead? by ePhil_One · · Score: 4, Funny
      How long will it be before you have to have a signed agreement with Microsoft to send an email?
      It will just be implicit. You will send your e-mail and they will charge $0.05 to your account.

      Tracked by MS Passport, of course. Don't worry about getting your Credit Card out, MS already has it.

      Man, I just love a good conspiracy theory!

      --
      You are in a maze of twisted little posts, all alike.
  3. Are they purposely shooting their foot? by chrispyman · · Score: 5, Insightful

    Seriously, does Microsoft think that highly of themselves that they can dictate a standard that requires a license from them? Sure they have a majority of the OS and E-mail clients, but I doubt they have a majority of the Mail Servers out there.

    1. Re:Are they purposely shooting their foot? by SilentChris · · Score: 4, Interesting

      Well...

      Outlook is the most popular email client out there, bar none (think how many worms targetted it). Most people who use Outlook use Exchange, at least on a frontend level (my company uses Exchange popping off a more secure backend).

      Even if Exchange wasn't being used in the majority of servers, the mere fact that so many people use Outlook as a frontend will dictate whether or not this will be accepted (and, knowing MS, they'll find a way to tie this into Outlook). Think IE, and how many sites are custom crafted to it.

    2. Re:Are they purposely shooting their foot? by damiangerous · · Score: 4, Funny
      Seriously, does Microsoft think that highly of themselves that they can dictate a standard that requires a license from them

      You mean like Windows?

    3. Re:Are they purposely shooting their foot? by jgardn · · Score: 4, Interesting

      Yes, they probably think they have some control in the email arena. Unfortunately, they don't. All you have to do is look at the competing SPF-classic (spf.pobox.com) and you'll see that even Sender ID - a compromise between SPF and Caller ID - is failing.

      People are wondering if Microsoft has any measurable quantity of email servers facing the real internet. Best practice is to put sendmail (or postfix or qmail or whatnot) between your exchange servers and the internet. Even now, people are proposing standards and practices that totally ignore how the exchange server functions, and the community for the most part doesn't seem to mind.

      I think this is the "age of irrelevance" for Microsoft. The "real" internet doesn't even come into contact with Microsoft anymore. Companies don't have internet-facing Microsoft servers anywhere that I can tell. Those who do obviously aren't going to have much uptime. (Would you run a Microsoft server without a firewall between it and the internet?)

      --
      The radical sect of Islam would either see you dead or "reverted" to Islam.
  4. Current Climate... by Manip · · Score: 5, Insightful

    In the current climate you could never produce a HTTP/SMTP type protocol because everyone is out to make money and gain power. What Microsoft has done is take a relatively open protocol and slapped a 'Microsoft Property' sticker on it, this will effectively limit its usefulness even if they are not charging a penny.

    What is stopping them from letting it catch on and then asking for $1 from each project?

    1. Re:Current Climate... by perlchild · · Score: 4, Insightful

      Their word, it's not worth much, but it's there.

      In the future, I'd recommend the IETF just make sure any standards it endorses includes a poison pill for would-be patenters contributing to standards, that if it changes the rights of patentees in the future, after it's become a standard, to restrict them in any discriminatory way, that it must pay the cost of developing the next, non-compatible(yet non-infringing on the patent) standard.

      Let's face it, IBM wouldn't write compatible technology, because they'd have to cross-license their patents to Microsoft in order to get it, but neither can IBM afford to have a product that's incompatible with an IETF standard.

      I'm all for rewarding the developer of a technology for doing useful work, I'm all against technologies being discovered useful only once the dollar signs come in. I'm pretty sure the IETF's stance on patents is due to the fact that it has to standardize what are often de-facto standards, picked by market effects to be the best technology. Now Microsoft is abusing the process, in order to use the IETF as a marketing weapon against its competitors.

      Now my opinion is that patents and standards are exact opposites, and if you want a patent, you should just stay away from standard bodies until your patent runs out, and they should stay away from you. The patent owner and the standards body just have opposite goals:

      The standards body wants to reduce the work and costs involved in increasing the number and likely hood of people using best practices and technologies, by agreeing on them and publicising them. In the knowledge fields, a standard has the force of law, simply because knowledge of a best practice being a best practice, means any other way of doing things has to be justified. The best practice is simply, better. The patent owner wants to make a maximal profit out of whatever use of his technology. That means those who compete with the patent owner cannot use the technology without the patent owner not having what he wants. The difference is fundamental, and a conciliatory position by Microsoft, as generous as it may be, is suspicious, simply because it's against their own interest

      Well with the possible exception of removing "random" spam would allow them to become the only source of email advertising for their hotmail users, but in this case, their interest it would be magnified if they can deny it to _someone_, say aol, who would be denied from licensing the patent without some counterpart being presented to Microsoft. Can they exclude AOL reasonably without being discriminatory, I wonder, since IANAL, but I can certainly see their advantage in doing so.

  5. Signed agreement by burgburgburg · · Score: 4, Funny
    Lock of hair
    Three drops of blood
    Other fluids (defined in separate document)
    Provide access for nanoprobes (Resistance is futile, after all.)

    I'm in!

  6. Why not create another solution? by Flower · · Score: 4, Interesting
    Note: I have not gone into all the gory details of this issue but I did RTFA. So here goes:

    OpenBSD did it when they made CARP. Cisco wouldn't play so not only did the OBSD team create a new solution but they created a superior solution. Is there any reason why the FOSS community could not come up with an alternative and try submitting it to the IETF? (I do know that the OBSD developers got stuffed when they tried this but maybe it might work here.)

    --
    I don't want knowledge. I want certainty. - Law, David Bowie
    1. Re:Why not create another solution? by Arcturax · · Score: 4, Funny

      If Microsoft decides that their way is the way to go, they can implement it in all of their product offerings, thus forcing others to follow suit or risk being cut off from the vast majority of the Internet using public.

      Where do I sign?

      --

      --Won't that be grand? Computers and the programs will start thinking and the people will stop. - Dr. Walter Gibbs
  7. The First Shot in the Standards Wars by maximino · · Score: 5, Interesting

    This is it! Of course we've seen things like this before, but Microsoft is preparing to ensure its eternal monopoly by making sure no one can leave its systems. It would be just fine by Redmond if no one could send e-mail without proper authorization. But now that we've got patented standards, expect to see locked-in Office files, network protocols, the works. Most people and companies really couldn't switch from Windows if they could no longer open their files or network with a Windows machine. The fact that Microsoft is willing to pull this now when some high-level spam solution is required is just reprehensible. In light of their withdrawal from the UN standards committee today I think we're seeing how the next 5 years is going to go.

  8. Where Sender ID fits into the picture by jgardn · · Score: 5, Insightful

    Just to get everyone up to speed:

    - SPF (http://spf.pobox.com) is the current email authentication protocol that is dominating the world.

    - Microsoft proposed Caller ID which was never accepted by the community.

    - Microsoft and SPF advocate Meng Weng Wong brokered a deal and formed Sender ID. Basically, SPF is intact, but some features of Caller ID are preserved as an optional extension.

    The part of Caller ID that remains is the PRA or "Purported Responsible Authority". The PRA is deteremined by a complicated algorithm that I personally don't believe would work. The algorithm is intentionally vague in some areas, and the results are ultimately subjective. The intention of the PRA algorithm is to determine who wrote the email based on the email headers. As everyone knows, the email headers are spoofable. But the idea goes, if you can track down the PRA, then you can authenticate this email based on that, rather than just the last hop like SPF does.

    The problem from day one has been the patent issue. Microsoft is in the process of patenting the PRA algorithm. This isn't a problem. The problem is that Microsoft refuses to put the patent in the public domain or license the patent such that anyone can use it except those who use patents against Microsoft. Both of those strategies are perfectly reasonable, and are pretty much what IBM does for most of its patents.

    Microsoft originally wanted to get a copy of the software and a signature before they would grant a license. Well, that doesn't work for F/OSS. The MARID working group who is investigating various solutions to the email authentication protocol for the IETF has been petitioning Microsoft to revise or clarify their licensing procedure. Well, they finally have, and in so doing they have not made it F/OSS compatible.

    Microsoft thinks they can bully us around, but they don't realize they are the small kid on the email block. Their Caller ID failed. Now Sender ID is going to fail because Microsoft refuses to participate.

    But that's okay. The PRA algorithm isn't anything we'll need to solve the email authentication problem.

    --
    The radical sect of Islam would either see you dead or "reverted" to Islam.
  9. IETF Global Perspective by toxic666 · · Score: 5, Insightful

    As long as the IETF maintains a global perspective, it can not accept standards encumbered by IP more restrictive than the GPL. It seems obvious -- we've all benefited by open standards on the Internet. But who knows, stranger things have happened.

    This could be a good test case. MS may continue to pursue its IP Holy Grail business model, but if the IETF can stand firm and refuse restrictive licensing, they will not be able to force it down the world's throat. On the other hand, if the IETF does accept these kinds of IP restrictions, MS may have a path forward in pursuing its new business model of patents and copyrights for obvious and trivial ideas.

  10. Almost . . . by Slavinski · · Score: 5, Funny


    Whew.. I almost thought I saw Microsoft and standard
    used in the same sentence. That was a close one.

  11. Senmail's Position by Mike+deVice · · Score: 5, Interesting
    There are two quotes from this message by Eric Allman of Sendmail, Inc. that are pretty interesting...

    On the open source side, the sendmail MTA is routinely bundled into other larger systems, notably open source operating system releases such as Linux and BSD distributions as well as commercial closed-source systems such as Solaris and AIX. Bundlers would need to execute their own copy of the RFSIPL. Those systems are in turn sometimes incorporated into other products, which would seemingly require another layer of patent licenses, and so on down the tree. As a practical matter, this makes the decision to include sendmail with Sender ID into their release more problematic. This is obviously not desirable from our point of view.

    And...

    While these are pragmatic rather than legal reasons, our likely decision at Sendmail will be to distribute our Sender ID implementation as a separate package that is not required to run the sendmail MTA under a distinct (possibly modified) Sendmail Open Source license. Open source users will have the option of downloading and installing the Sender ID package should they want the additional functionality. Bundlers will be able to choose whether they want to include the Sender ID technology or not, but will still be able to use the base sendmail MTA without additional IPR issues.

    I'll be really interested to find out what the take of some Linux Distros will be on this.
  12. MS are hoarding patents? by Halcyon-X · · Score: 4, Insightful
    In order to promote Sender ID, Microsoft is pleased to offer its necessary Sender ID patent rights on a royalty-free basis but only to those who are also willing to make their Sender ID patents available on a reciprocal royalty-free basis.

    So everyone shares their patents with MS, but not with each other, MS gets all patent rights, and everyone else has to fend for themselves? Where is the strategic advantage for everyone to jump on board exactly?

    --

    .sig: Open Source, Open Mind

  13. Stalemate by Performer+Guy · · Score: 5, Insightful

    So now nobody will implement this, and Microsoft, through patenting something obvious and trying to license it has scared everyone away from some pretty good ideas that would have been implemented otherwise, with or without Microsoft's help.

    This is just the latest chapter in IP stupidity.

    This stuff has been discussed for years, if this had been treated like most other W3C standards we'd be in the clear by now waiting for implementations, instead everyone's scared. Does anyone realistically think that there aren't patents that W3C standards already infringe? Finally we actually get rights to something and we're inspecting the teeth, simply because the subject has been raised.

    The crazy part of this whole deal is that most software is riddled with potential patent violations, including Microsoft's and including projects like Mozilla, Gimp and Open Office. That's why MS are trying to retain *defensive* rights, because they know it would be dangerous to give this IP away, anyone could stand on their shoulders, and a widget and then sue them (and that has happened already) and Microsoft would have no way of countering. If they adopted a more GPL oriented license with the rights being rescinded in the event of any patent suit against M$ it would be golden. They could just do to the protagonists what IBM has just done to SCO, infact that wording is almost already in the GPL.

    I think this situation can be salvaged with another revision of the license. We should not give up on this or go for the second best option on such an improtant proposal.

    We're getting to witness what the beginning of the web would have been like had Tim Bernards Lee patented some of his ideas. It ain't going to be pretty.

  14. Microsoft doesn't get it by dekeji · · Score: 4, Insightful

    Microsoft is apparently trying to play hard-ball with OSS developers, forcing them to accept some kind of licensing terms or forcing them to stop developing this kind of software. But OSS developers don't have a choice: there simply is no way under which OSS developers can give in to Microsoft's licensing terms, even if they wanted to, since the terms are just fundamentally incompatible with most OSS licenses.

    Furthermore, going to IETF with such standards proposals is pointless: the only producers of software that count in this space are Microsoft and OSS. If IETF starts producing standards under terms that are not acceptable to OSS developers, then that just makes the IETF irrelevant but it won't help with adoption of a solution.

    In this case, if IETF's SPF standard isn't 100% compatible with OSS licenses, OSS software will not incorporate it and Microsoft Exchange installations will be unable to use IETF SPF with a significant fraction of Internet hosts. If Microsoft were competing with a commercial vendor of mail server software, that vendor would be in deep trouble and it might induce that vendor to come crawling to Microsoft begging for a license. But OSS developers won't do that: OSS projects don't have the same kinds of short-term pressures on them as commercial software vendors, and even if they wanted to give in, OSS licenses make it impossible.

    Microsoft's management just doesn't seem to understand that they are not dealing with another business anymore: the strategies that they have used against commercial competitors just don't work against OSS. All they are accomplishing with this sort of behavior is to taint their own credibility and the credibility of the standards bodies they get involved.