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New DoD Memo On Open Source Software

dwheeler writes "The US Department of Defense has just released a new official memo on open source software: 'Clarifying Guidance Regarding Open Source Software (OSS).' (The memo should be up shortly on this DoD site.) This memo is important for anyone who works with the DoD, including contractors, on software and systems that include software; it may influence many other organizations as well. The DoD had released a memo back in 2003, but 'misconceptions and misinterpretations... have hampered effective DoD use and development of OSS.' The new memo tries to counter those misconceptions and misinterpretations, and is very positive about OSS. In particular, it lists a number of potential advantages of OSS, and recommends that in certain cases the DoD release software as OSS."

44 of 146 comments (clear)

  1. hmm military using OSS by Anonymous Coward · · Score: 3, Funny

    gives a new meaning to terms such as "fatal exception" and "kernel panic"

    1. Re:hmm military using OSS by sexconker · · Score: 5, Funny

      I think you meant "Colonel Panic".

    2. Re:hmm military using OSS by Migala77 · · Score: 5, Funny

      I'm still wondering what happened to General Protection Fault.

      Is he retired? Missing In Action?

    3. Re:hmm military using OSS by Penguinshit · · Score: 4, Funny

      Major Malfunction got promoted?

    4. Re:hmm military using OSS by md65536 · · Score: 5, Funny

      He was involved in some illegal operations and they ended up shutting down the whole program. I heard they were calling for the death penalty but his execution was halted at the last minute.

    5. Re:hmm military using OSS by Bat+Country · · Score: 2, Funny

      Somebody took exception to him.

      --
      The land shall stone them with the bread of his son.
    6. Re:hmm military using OSS by the_other_chewey · · Score: 3, Insightful

      No, General Failure screwed up once too often...

  2. This is very odd... by Zarf · · Score: 5, Funny

    the government is acting intelligently. I feel strange.

    --
    [signature]
    1. Re:This is very odd... by pilgrim23 · · Score: 5, Insightful

      a 2009 memo to clarify a 2003 memo. ...and acting at speed of light too!

      --
      - Minutus cantorum, minutus balorum, minutus carborata descendum pantorum.
    2. Re:This is very odd... by sexconker · · Score: 4, Funny

      Faster than the speed of light.
      It's a tachyon memo from now to 2003.

      Just think! Once they receive the memo, 2003 and onward will happen with the new memo.
      Thus, the present will be altered, and we'll have all the benefits of the new memo being in effect for 6 full year.

    3. Re:This is very odd... by MichaelSmith · · Score: 2, Funny

      the government is acting intelligently. I feel strange.

      Maybe they have been taken over by aliens.

    4. Re:This is very odd... by wizardforce · · Score: 5, Insightful

      The government has always acted in its own interests. Perhaps they have realised that releasing software as OSS suits their purposes.

      --
      Sigs are too short to say anything truly profound so read the above post instead.
    5. Re:This is very odd... by rezonat0r · · Score: 2, Insightful

      The government has always acted in its own interests. Perhaps they have realised that releasing software as OSS suits their purposes.

      People have always acted in their own interests. A good government (one that is of and by the people) acting in its own interest is acting in your interest as well.

      Not saying this is always the case, but it does happen. Using your money to develop software that is licensed for you to use freely is a good example.

    6. Re:This is very odd... by wizardforce · · Score: 2, Insightful

      Good governments are rare if not non-existent. When you empower one group to rule over another, the temptation to use that power to benefit the ruling group is very strong.

      --
      Sigs are too short to say anything truly profound so read the above post instead.
    7. Re:This is very odd... by xyphor · · Score: 5, Interesting

      probably has more to do with who's now running the office of the President.

      No, Obama had nothing to do with it. I sent comments about the draft version of this document well over a year ago. Yes, it takes government this long to do something this logical and simple.

    8. Re:This is very odd... by risacher · · Score: 5, Informative

      I wrote the memo (mostly). Here's some historical context:

      In 2001-2002 (or so), the Defense Information Systems Agency was in the process of certifying RHEL as being compliant with the Common Operating Environment, which was like a DoD-version of the LSB, sorta. Rumor has it (was before my time) that a certain OS vendor (popular in the desktop space) took exception to this fact and drafted an unsolicited memo for the DoD CIO, which effectively would have banned OSS.

      The DoD CIO at the time was a guy named John Stenbit. Stenbit was (and is) a strong-willed visionary, who wasn't about to roll over for anybody, so he (through DISA) commissioned a survey of how much OSS was currently in use in DoD. The study got farmed out to MITRE, specifically a guy named Terry Bollinger. The results of the study were that OSS was being used in lots of places across DoD, in some cases for mission-critical things, and interestingly extensively by the information assurance community. (e.g. snort)

      So Stenbit got someone to write a new memo, which he signed in 2003. It said roughly: OSS is okay, it's just like other software, but make sure that you get approval before you use it. (Same as anything else.) Stenbit retired from gov't in 2004.

      In April 2008, the Deputy CIO (Dave Wennergren) got the idea that we ought to have updated DoD guidance on Open Source Software. I believe it was suggested to him by Scott McNealy (Sun), Art Money (former DoD CIO from 1999-2001), and Bill Vass (Sun, but former gov't executive under the DoD CIO). Dave asked around if there was anybody on the CIO staff at the time who knew much about OSS. That ended up being me.

      I was a CS major at MIT, class of '95; used to work down the hall from Richard Stallman. I was on ROTC scholarship and later served about 6 years as an active-duty officer. I started working as a civilian in gov't in 2002, and in 2004 I took a position with the office of DoD CIO - partially so that I'd be in the right place to advocate OSS in gov't.

      Four years later, I got an golden opportunity: I got the task to figure out what the updated OSS guidance should say.

      I drafted the memo, with help from lots of folks, including David Wheeler, John Scott, LtCol John Barrette, Dave Emery, Terry Bollinger, MaryAnn Kiefer, Roger Loeb, Frank Petroski, Monique Pryce, JC Herz, and probably others I forgot to mention. I briefed the concept to Wennergren. Got feedback. Revised. Sent out to other offices in the Office of the Secretary of Defense (OSD) for coordination. Sent to the Military Department CIO offices for coordination. Spent many, many hours coordinating and revising with the Office of General Counsel (OGC) for the OSD, the Army, USAF, and Dept of Navy. It was mostly done a year ago, but it kept getting held up because someone wanted to review and comment.

      One paragraph in the memo is traceable to a particularly heinous licensing debacle with a particular software vendor (not Microsoft) that affected a particular software project, and could have been avoided by using OSS.

      The lawyers were by far the biggest delay. I wanted to reference the Open Source Definition (published by the Open Source Initiative), but lawyers wouldn't let me, on the grounds that doing so could be considered an endorsement of a non-federal entity, which would violate the Joint Ethics Regulation. I argued that this was a ludicrous interpretation of the JER, and eviscerates the authority granted to the CIO by the Clinger-Cohen Act. But after months of no-progress, I compromised and the final memo does not reference the OSI.

      There was no direct involvement by the White House for the 2009 memo, and I don't think for the 2003 memo either. The generally favorable attitude from the current administration toward "openness" meant that I (and I think Mr. Wennergren) felt a pro-open memo would be well received, but we didn't consult with the WH, nor does the WH get that deep into agency policy - even for an agency as big as DoD. If the WH wanted to push po

      --

      "The simplest solution is to ignore your dead children."

    9. Re:This is very odd... by russ1337 · · Score: 2, Interesting

      Obama is responsible for everything that happens in his Government.

      I learned that lesson during my Officer training. It was my final 'lead' assessment, and we were on a patrol against hostile forces. My team had been briefed twice that day on the rules of engagement by me, and my 2IC was briefed by me a third time as well as he had to give the brief to another group. I'd then checked understanding of the ROE with the group after he'd done so.

      We went on patrol and encountered enemy. We had one of the enemy guys cornered and he 'surrendered' walking toward my squad with his hands in the air. My 2IC saw the enemy guy, and recognized him as one of his best mates. In about one second he raised his rifle - and with a grin on his face - fired (blanks) at the guy. By the time he had his weapon at his shoulder I was yelling at him to stand-down, but he continued and 'shot' the prisoner. I was hauled over the coals by the instructors, and my final mark was going to be the difference between a distinguished graduation and merit graduation. I said "OK, what could I have done differently to get a higher mark?" The answer: "Nothing. You did everything right, you've just learned a hard lesson in leadership. You are responsible for the actions of your team. If this were real you'd be up on war crimes."

      The lesson: You are responsible for the actions of your team.

    10. Re:This is very odd... by The+Evil+Couch · · Score: 2, Insightful

      Within the military community, you're absolutely correct, but politicians are rarely held to the same standard. If Joe Biden shot someone without provocation, Obama wouldn't face any problems but pressure to fire Biden and have him stand trial. If Private Joe Snuffy shoots someone for the hell of it, his Platoon Leader's getting fired.

    11. Re:This is very odd... by dakameleon · · Score: 4, Insightful

      Within the military community, you're absolutely correct, but politicians are rarely held to the same standard. If Joe Biden shot someone without provocation, Obama wouldn't face any problems but pressure to fire Biden and have him stand trial.

      wait, so what happened with Bush & Cheney when Cheney did shoot someone?

      --
      Man who leaps off cliff jumps to conclusion.
  3. NMCI by DoofusOfDeath · · Score: 4, Insightful

    I think at least 50% of the technical people in the Navy and Marine Corp would like to see (the next version of) NMCI switch to an open-source OS.

    At least they can always dream...

    1. Re:NMCI by thtrgremlin · · Score: 2, Interesting

      I wouldn't complain to much about getting all the right tools for all the wrong reasons; better than all the wrong tools for the wrong reasons.

      --
      Want Big Business out of government? Take away the incentive and start by getting government out of big business!
    2. Re:NMCI by Nadaka · · Score: 2, Interesting

      I am a contractor on an Air Force project. My facility is up to IE 7 and windows Vista. IE 8 is strictly forbidden, and firefox is not approved for use on the project, though it works just fine with the exception that the default font is a little to small to comfortably read.

  4. Re:But ... by DragonWriter · · Score: 2, Informative

    How can the DoD release software under a copyleft license when the federal government is incapable of holding copyrights in the first place?

    Government agencies are required, IIRC, to respect* private copyrights, and releasing software that is derivative of private works that are under a copyleft license under the same license might be consistent with (and might even be necessary, if the software is released at all, to comply with) those regulations.

    * As I understand, its not bound in the same way a private party is, but is restricted under the law in what it can do with copyrighted material without the permission of the copyright holder.

  5. there's a few useful bits of software already by Trepidity · · Score: 5, Informative

    In addition to using externally developed free software, various parts of the military have periodically released and continued to support some decent bits of software. BRL-CAD is from the Army Research Lab, and Delta3d is from the Naval Postgraduate School, to pick two examples off the top of my head.

    1. Re:there's a few useful bits of software already by TimeOut42 · · Score: 2, Informative

      SimKit, Discrete Event Simulation Library, also from the Naval Postgraduate School....

      http://diana.nps.edu/Simkit/

      Sean

  6. Re:But ... by Wannabe+Code+Monkey · · Score: 2, Interesting

    How can the DoD release software under a copyleft license when the federal government is incapable of holding copyrights in the first place?

    Come on! I like the GPL as much as any other free-software-loving-commie but even I don't think OSS==copyleft. Public domain, along with BSD and MIT type licenses are recognized as open source (heck, software released under them is even recognized as "free" by the free software crowd).

    --
    We always knew Comcast was corrupt, here's the proof: http://tech.slashdot.org/comments.pl?sid=1909890&cid=34545432
  7. Re:But ... by KillerBob · · Score: 3, Insightful

    How can the DoD release software under a copyleft license when the federal government is incapable of holding copyrights in the first place? I thought it was all automatically PD if it's not secret? Not that that's stopped anyone from asserting copyright when it suits them.

    Just because the DoD develops software doesn't mean they have to release it at all. You can request the software under Access to Information (FOIA in the US, I think?), but they can always cite national security reasons for not releasing, say, the guidance code for the Tomahawk missile.

    Without having read the memo in full, I would presume that they're talking about what license to use when releasing stuff. I'd sincerely doubt that they would use something like the GPL/LGPL to release code, but there are other open source licences that are more in line with what the government does. The ones that leap immediately to mind are the BSD and MIT licenses, both of which had their births in the need to keep government-funded developments in the public domain.

    --
    If you believe everything you read, you'd better not read. - Japanese proverb
  8. Mil uses lots of Linux and BSD by flyingfsck · · Score: 2, Informative

    Everywhere I go, there are Linux and BSD systems.

    --
    Excuse me, but please get off my Pennisetum Clandestinum, eh!
    1. Re:Mil uses lots of Linux and BSD by dremspider · · Score: 2, Insightful

      It all depends on what command or where you are. I have been in places where they are very pro open source, and places where they refuse all requests to OSS. Personally I am really happy about this.

  9. Crash! by hrimhari · · Score: 4, Funny

    And thus another chair is thrown in Redmond.

    --
    http://dilbert.com/2010-12-13
    1. Re:Crash! by Anonymous Coward · · Score: 3, Informative

      Holy SHIT chair-throwing jokes are old... and weren't even that funny to begin with...

    2. Re:Crash! by elijahu · · Score: 5, Funny

      Shut up, Steve, and go back to figuring out how to get people to think that Windows 7 is as cool as Binging things on their Zune.

  10. This is great... by Anonymous Coward · · Score: 5, Interesting

    My federal manager was decidedly anti-OSS, he would state that we can't get support on the OSS, so we couldn't use it, denying anything and everything that came through. All I can say now is read it and weep.

    1. Re:This is great... by flyingfsck · · Score: 3, Informative

      Uhh, no support? Red Hat, Novell, Mandriva, HP, IBM, CSE, Dell, Perot...

      --
      Excuse me, but please get off my Pennisetum Clandestinum, eh!
  11. Re:But ... by wizardforce · · Score: 3, Insightful

    Anything funded by the federal government including private work should be considered the property of the people and thus released into the public domain.
    We, the public, should not be expected to pay twice for work done by the private sector. Either we pay for the work and have all of it released for us to utilize or the work remains proprietary and receives no funding from the public.

    --
    Sigs are too short to say anything truly profound so read the above post instead.
  12. Re:But ... by samkass · · Score: 5, Informative

    No software these days is developed from scratch, and the Government would be paying way, way more if it tried and probably getting significantly worse products. Most major programs utilize some proprietary code, for which the Government pays for "Government Purpose Rights". That means that the Government can use the software and often even demand the source code and deliver it to other contractors. But no one is allowed to use it for non-Government projects without contacting the original author and attaining their own license. It's kind of a Government version of dual-licensed open source.

    --
    E pluribus unum
  13. Shameless plug by dremspider · · Score: 3, Interesting

    I wrote about this a little while ago on why the federal government needs to be using Open Source. http://www.dremspider.net/?p=15 This is what I have seen as a federal contractor.

    1. Re:Shameless plug by symbolset · · Score: 2, Interesting

      Hell, I warned them about the trap of commercial software when it was fairly new.

      People don't really remember that almost all software used to be FOSS.

      --
      Help stamp out iliturcy.
  14. Re:But ... by thtrgremlin · · Score: 2, Insightful

    Congress shall have the power ... To promote the Progress of Science and useful Arts, by securing for limited Times to Authors and Inventors the exclusive Right to their respective Writings and Discoveries

    Hmm... I think it has everything to do with copyright protection.

    "securing for limited time" is the operative clause to the subject of the law being to "To promote the Progress of Science and useful Arts". The GPL is not only very clear about the when and how of exclusive control, but has in part been critical in maintaining law that has almost been completely lost to an age of fascism and tyranny.

    good site:http://www.techdirt.com/articles/20080220/020252302.shtml

    --
    Want Big Business out of government? Take away the incentive and start by getting government out of big business!
  15. Some Points on the Memo by perry64 · · Score: 5, Informative

    I was at the Mil-OSS conference this year where this memo was discussed quite a bit, and I just want to mention some things in response to some of the comments. Most of this was in David Wheeler's blog (the first link), but some might have been missed.

    Most government program/project managers are very slow to try new things like OSS. Generally, this is not due to laziness or not being technically up to date, but rather because the number of rules and regulations that they can get hammered for failing to follow is so large that they tend to continue to follow a safe path unless it is incredibly clear that they won’t get in trouble. This memo is designed to give top cover and make clear to all PM’s that using OSS is more than acceptable, it is actually preferred.

    1) Although I can't say for sure how much the new administration's personnel in the Pentagon had to do with being signed, it probably was very little since the memo had been in production for years (rumor was that Dr. Pepper was going to give a free soda to everyone if it came out before 2010, but I don't think that's true). Over beers, one of the people involved with its writing told the story of being asked whether the memo would be out before Thanksgiving and responding, "Without a doubt." That was in 2007!! It probably emerged more from the "Open Technology Roadmap" by John Scott, Mark Lucas, and JC Herz for Sue Peyton in 2006 than any political changes.

    2) Much of the memo just clarifies parts of the DoD's official position on OSS, especially areas that were major targets for FUD by contractors who are trying to sell proprietary systems to the government. For example, they would claim that procurement law requires commercial software to be used, and OSS wasn’t COTS. This was addressed by the 2003 memo, but still the misinformation persisted. Additionally, procurement law requires that software either be warranted or the source code available. Vendors would claim that since OSS isn’t warranted, it couldn’t be used, neglecting the second part of the requirement about source code.

  16. C'mon Steve by symbolset · · Score: 4, Interesting

    We think it's funny. We know you don't think it's funny. That's part of why it's funny. You want to fucking kill google, and all you can do is thrash furniture. Your team can't even keep a fucking SideKick working and you want to take on Android. What is it, a decade of WiMo, and 6.5 is the best you can do?

    Get over it. You're Wile E. Coyote and Google is your Roadrunner. That's some funny shit there. If they call their app store ACME that would complete the joke. Somebody get Sergey on the horn.

    --
    Help stamp out iliturcy.
  17. Re:But ... by risacher · · Score: 2, Interesting

    For the Defense Department, the contractor typically retains the copyright to whatever they develop, and the gov't gets "government purpose rights" to it, or in some cases "unlimited rights". This is the way rules are laid out in the Defense Federal Acquisition Regulation Supplement. The DFARS read they way they do because Title 41, US Code says it should be that way. (Or in some cases, Title 10).

    Individual procurements can be different, depending on the negotiated terms of the contract. The DFARS specifies what amounts to "default" clauses, that are usually in place.

    Keep in mind that most gov't employees (and most gov't contractors) have never actually seen a real contract, much less read it. That's what lawyers and contracting officers do... so program/project managers frequently don't actually know what intellectual rights they own.

    Also, it's different for the rest of the federal government (i.e. non-Defense). Copyrights are one of the areas where the FAR and DFARS differ.

    --

    "The simplest solution is to ignore your dead children."

  18. ABOUT TIME. Too many confused auditors in the DoD by dAzED1 · · Score: 3, Interesting

    I had been having ongoing arguments with auditors and DoD scanners about Open Source Software versus "freeware" - it's free, so that means it's Freeware - right? Finally, Daniel Risacher from the "Defense Department's Office of the Chief Information Officer" made this announcement.

    Reading that, I got all excited...and waited patiently. For a bit. Finally, come April, I emailed him directly with this question:

    At a RedHat conference on Oct8, 2008, you made a comment that the DoD would further clarify that OSS is not the same as Freeware/ Shareware, for those who are still confused about the subject. We are currently undergoing an audit, and are being told that we can't use various products because they are "shareware" - specifically, mysql was on the hitlist. Discontinuing use of mysql would be an engineering nightmare for us, esp since anything else would also be "freeware" according to the auditors.

    Of course, 8500.2 says that we can't use shareware because we don't have access to the source code, and we obviously have access to the code of open source products. I can't find the memo that you mentioned would be coming soon - has it been released?

    To which he responded:

    From: Daniel Risacher ((redacted))
    Sent: Monday, April 06, 2009 3:54 PM
    To: Brian LaMere
    Subject: Re: OSS in DoD?
    The memo is essentially finished, but stuck in an near-endless do-loop of executive-level staffing.
    Forward the names of any gov't personnel who are giving you trouble to my work email: ((redacted)), and I'll try to talk to them.

    Wow...that was back in April. Things sure do move fast around there ;)

    There are countless documents that say so many different things, compounded by the fact that there are a multitude of auditors who have been trained that "Open Source" is "Freeware." And since "Freeware" is disallowed according to 8500.2, they then decide that "Open Source" is too. Nevermind that the Linux kernel is Open Source, no - they would pick and choose randomly which software we could and couldn't use. On a whim they'd suddenly decide mysql was no longer ok, no matter what evidence I could provide otherwise.

    G-d, how I miss that circus.

  19. Re:But ... by Yfrwlf · · Score: 2, Insightful

    If the government created its own software, it would be far, far, far far far cheaper, especially of course any software used on millions of computers like for education, police, fire, etc, but also for the bloated central government as well. For example, school districts across the country paying $$$$$$ for hundreds of thousands of licenses for Reader Rabbit could easily pay 1/100000 the cost and developer their own. All it takes is communication/coordination/working together, which is of course what OSS is. Once you have the software, updating/improving it costs even less usually and so future costs would be very low unlike with closed software usually demanding the same high costs over and over again. That adds up.

    --
    Promote true freedom - support standards and interoperability.