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Lars Kurth Community Manger, Xen Project Chairman, Xen Project Advisory Board Director, Open Source, Citrix lars_kurth
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LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

May 19, 2015

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In April this year, Xen became a Linux Foundation Collaborative Project. 6 months later it is time to take stock. I will start with a brief introduction of the Xen Project, explain why Xen moved to the Linux Foundation, explore the impact on the community and provide an outlook for the future. I will use examples from the Xen Project community to explore the challenges and benefits of becoming a collaborative project, draw lessons and explore tools to help make your project more successful. I will cover a wide range of topics ranging from community management, collaboration infrastructure, marketing, and good governance to align the interests of a project’s stake-holders. By employing each of these techniques in a complementary fashion, we can ensure the long-term success of a project.
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Page 1: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Lars Kurth Community Manger, Xen Project

Chairman, Xen Project Advisory Board

Director, Open Source, Citrix

lars_kurth

Page 2: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Was a contributor to various projects

Worked in parallel computing, tools, mobile and now virtualization

Long history in change projects

Community guy at Symbian Foundation Learned how NOT to do stuff

Community guy for the Xen Project Working for Citrix Accountable to Xen Project Advisory Board Chairman of Xen Project Advisory Board

Page 3: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project
Page 4: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

0

50000

100000

150000

200000

250000

2006 2008 2010 2012 2014

Pro

jecte

d

Source: The 2013 Future of Open Source Survey Results

More than 1 Projects Million Today

Page 5: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Late 90’s

Today

Individuals & Hobbyist's Still about Individuals

But, a majority are employees

Companies have a huge stake

Page 6: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project
Page 7: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Features

How many users you have

How many vendors back you

How you are seen in the press

Different Management

Disciplines

Page 8: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

can help you succeed

Page 9: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Neutrality / Perception

Support Infrastructure

Expertise / Mentoring

Vendor Network

BUT: You still need to do

all the right things

Page 10: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project
Page 11: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Case Study

Page 12: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

An Open Source Hypervisor > 10M Users

Powering some of the biggest Clouds in Production Amazon Web Services, Rackspace Public Cloud, Terremark, …

Several sub-projects Xen Hypervisor (including Xen on ARM), XAPI management tools, Mirage OS

Linux Foundation Collaborative Project Sponsored by Amazon Web Services, AMD, Bromium, Calxeda, CA Technologies, Cisco, Citrix, Google, Intel, NetApp, Oracle, Samsung and Verizon

10 years old

Page 13: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Fixes that were applied (there may be others)

Effect this had

Magnifying effect

Symptoms Consequences for Xen

Four Key Issues

At the end : Reflection & Tools

Page 14: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project
Page 15: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Unwritten Rules Undefined Roles Lack of Upfront Collaboration

Page 16: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Hard to join the project Vendors got frustrated Hard to work with the project

Page 17: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Developer list traffic : Q3 2003 - now

Xen

Governance

Canonical drops

Xen

RedHat drops

Xen in RHEL6

Roadmap

& Release

Management

Another key

vendor nearly dropped Xen

Technical

Coordination

Team

1st KVM

release Growth potential

was limited early

Xen becomes

LF Collaborative Project

Page 18: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013(Q3)

Source: Git Repos + GitDM

120

Xen

XAPI

Mirage OS

Page 19: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2010 2011 2012 2013 (H1)

UPC Spectra Logic Redhat iwebGridCentric Calxeda Fujitsu (Misc)AWS (Academia) John Hopkins University AMDLinaro Oracle NSA Intel(Individual) Suse Citrix

Page 20: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Theory: vendor neutrality = more contributors

Early indicators: Individual Contributors have doubled Advisory Board members are becoming contributors Momentum in new market segments is building

Advisory Board is developing a long term project Vision Creating incentives to become more mature

Page 21: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project
Page 22: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project
Page 23: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Inwards focus

– Not working with upstreams (branched kernel and QEMU)

– Not working with distros (users are not “our” problem)

Created “pain for distros”

Intercommunity Friction

Introvert Community

Image Problem

Page 24: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Developer list traffic : Q3 2003 - now

IBM, VMware, Red Hat and Citrix

Agree on PVOPS in Linux kernel

Linux Guest

support for Xen

Linux Host

support for Xen

Upstream QEMU

complete

Actively

working

with

distros

Page 25: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Improved Relationships & Trust

Xen Developers Care about Users

Xen becoming easier to use

Improved Image in the media and FOSS community

Page 26: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Significant increase in Goodwill from the LINUX community

Working with upstream & downstream projects is easier

Collaboration happening earlier than in the past Automotive, Mobile, Embedded

Page 27: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project
Page 28: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Developer list traffic : Q3 2003 - now

Focus on events for the existing community only

Enough Papers

Enough Talks

Enough Communication

By enough vendors

Competing Projects Excelled at Communication

Change of Guard

Empty Promises

Blog 1 Person

Page 29: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Project became an “invisible man” Belief that Xen is not open source Slowed the growth of the user base

Perception: the project is “dead” Constant stories in the press that the project is dying

First: Defiance – this is all “Fud” Then: Project started to believe this too

Page 30: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Developer list traffic : Q3 2003 - now

Confidence Building

Community Blog

Events v2

Community spokespeople

Page 31: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Project perception has changed dramatically Neutral to positive (example: eWeek “How Xen got its Zen back”) No more Xen bashing

0

5

10

15

20

25

30

35

2010 2011 2012 2013 (Q3)

Talks / Events / Orgs

Page 32: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Two very successful Press Releases Powerful message (that is true, but was not told/heard before)

Linux Foundation Expertise Press Releases and other LF channels

Coaching and supporting of community members

Xen Project Advisory Board : Marketing and PR Committee What is the Future for the Project?

Page 33: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Developer list traffic : Q3 2003 - now

PR Working Group

Confidence Building

Community Blog

Events v2

Community spokespeople

Page 34: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

0

50

100

150

200

250

300

350

400

450

500

Q4 2012 Q1 2013 Q2 2013 Q3 2013

Press clips

Page 35: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project
Page 36: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Companies Community

Page 37: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Within Citrix : via the process of “giving up control”

Big enough plan to catch the attention of senior management

Forced decision makers in the hierarchy to consider the value of F/OSS

Amongst companies supporting the project financially

Forced decision makers in contributors to go through a similar process

Page 38: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project
Page 39: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Governance and Neutrality Matter

Projects don’t exist in isolation

Poor Marketing and Communication can kill you

Good project sponsors can make a difference

Being part of a Foundation can make a big difference

A project needs to constantly evolve

Page 40: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

License & Development Model

Linux (but also BSDs) are key components in a Xen stack

Most Xen contributors were Linux Foundation members

Vendor Friendly

Strengths: PR, User Outreach, Events Management, …

Page 41: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Multi-discipline Complexity

Page 42: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project
Page 43: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Follow Industry News

Follow Project News

Adopt Software

Engage with Users

Trial Software

Engage with Industry

Evangelize

Contribute

Customize

Lead

Think of the funnel boundary as a

permeable membrane, not a fixed

border

It can take >2 years for changes at

the top of the funnel to make a

difference at the bottom

The Funnel has feedback loops:

what happens at the top can affect

the bottom

Page 44: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Follow Industry News

Follow Project News

Adopt Software

Engage with Users

Trial Software

Engage with Industry

Evangelize

Contribute

Customize

Lead

Control the permeability and shape of the funnel

Activities Attributes Events

Project Scope E.g. Xen on ARM, Mirage OS

Increase the width and thus the

potential market for the project

How can we influence how the Community Funnel works?

Some items are in your control

Others - such as what the competition does - are not!

Page 45: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Follow Industry News

Follow Project News

Adopt Software

Engage with Users

Trial Software

Engage with Industry

Evangelize

Contribute

Customize

Lead

Example: Factors influencing early stages of open source software adoption

Documentation

Ease of Use

Training

On-boarding

Page 46: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Follow Industry News

Follow Project News

Adopt Software

Engage with Users

Trial Software

Engage with Industry

Evangelize

Contribute

Customize

Lead

More People drop out

Funnel

becomes

narrower

Negative Feedback:

vendors may

stop contributing

Bad Press

Example: Negative feedback loop

Page 47: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

The Community Funnel is an excellent internal sales tool Reason: Sales and Business people understand funnels

It helps you understand what is happening

It helps prioritize what to focus on Covers the time dimension : some issues take longer to fix than others

Forces you to consider the “Big Picture”

Page 48: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project
Page 49: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Follow Industry News

Follow Project News

Adopt Software

Engage with Users

Trial Software

Engage with Industry

Evangelize

Contribute

Customize

Lead

2011

Event Presence

Ease of Use

Press

Governance

Social Media

Neutrality

WebSite

Collaboration Values

Brand

Documentation Getting Started

Support

Volunteer Programs

Community Programs

Platforms for Self Promotion

Business Opportunities

Communication

Extend Project Scope

Distros Training

Diversity

Page 50: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Follow Industry News

Follow Project News

Adopt Software

Engage with Users

Trial Software

Engage with Industry

Evangelize

Contribute

Customize

Lead

Event Presence

Ease of Use

Press

Governance

Social Media

Neutrality

WebSite

Collaboration Values

Brand

Documentation Getting Started

Support

Volunteer Programs

Community Programs

Platforms for Self Promotion

Communication

Extend Project Scope

Business Opportunities

Distros Training

Diversity

Distros

Volunteer Programs

Community Programs

Values Collaboration

Ease of Use

WebSite Documentation Getting Started

Governance Neutrality Business Opportunities

Press Social Media Brand

ARM + Mirage OS

Event Presence Communication Event Presence Communication

Diversity

NOW

Page 51: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Follow Industry News

Follow Project News

Adopt Software

Engage with Users

Trial Software

Engage with Industry

Evangelize

Contribute

Customize

Lead

Event Presence

Ease of Use

Press

Governance

Social Media

Neutrality

WebSite

Collaboration Values

Brand

Documentation Getting Started

Support

Volunteer Programs

Community Programs

Platforms for Self Promotion

Communication

Extend Project Scope

Business Opportunities

Distros Training

Diversity

Distros

Volunteer Programs

Community Programs

Values Collaboration

Ease of Use

WebSite Documentation Getting Started

Governance Neutrality Business Opportunities

Press Social Media Brand

ARM + Mirage OS

Event Presence Communication Event Presence Communication

Diversity

NOW (areas that so far benefited from being in the Linux Foundation)

Page 52: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

To succeed, a wide range of “community” and “management” tools

need to be applied continuously

Page 53: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Please rate the talk on slideshare or twitter

www.slideshare.net/xen_com_mgr/

Page 54: LCEU13 : Xen Project Lessons Learned - Lars Kurth, Xen Project

Segoe UI Light Segoe UI Semibold

For all Product Names

Segoe UI Light Segoe UI Semibold

For all Product Names

Flickr:

“Messy Apartment” by Ryo Chijiiwa

“The Ivory Tower” by Daniel Parks

“Desert Road 9” by LabyrinthX

“Cotton Plant” by Aileen

“Giant Sequoia Trees” by Raj

“Damselfly caught in sundew” by Mysserli

Other Images:

By Lars Kurth or aquired

Xen Project:

www.xenproject.org wiki.xenproject.org lists.xenproject.org xenbits.xenproject.org

@xen_org

##xen

Funnel:

talesfromthecommunity.wordpress.com