Using OpenChain for Practical Open Source Software Supply Chain Management (OSSSCM)

Shane Coughlan
Shane CoughlanOpenChain Program Manager à The Linux Foundation
Context: Why, How and Who
OpenChain Project - The Linux Foundation
Available under the CC Attribution-NoDerivatives 4.0 International license.
How do I trust my open source supply chain?
The OpenChain Project defines the key requirements
for a quality open source compliance program.
Training
Policy
Process
Inbound Outbound
Companies have the flexibility to decide the content of
each specific process, policies and training.
OpenChain is run by users companies for user
companies.
7
Our Latest Platinum Member
9
Publicly Announced Conformant Programs
Using OpenChain for Practical Open Source Software Supply Chain Management (OSSSCM)
Our New Responsive Self-Certification App
Self-Certify or “health check” for free and in private:
https://certification.openchainproject.org
45% of organizations access the web app for
conformance, 45% access it for health checks.
Audited Certification is an Option
OpenChain is Community First
Meetings in Japan
0
10
20
30
40
50
60
70
2017/Dec/272018/Feb/222018/Apr/192018/Jun/132018/Aug/312018/Oct/312018/Nov/202018/Dec/52019/Feb/282019/Apr/xx
Num. of attendees Num. of entities Linear (Num. of attendees) Linear (Num. of entities)
Sub Group活動開始
Japanese Mailing List
14
22
34
75
90
97
108
8
13
18
37
40
42
48
0
20
40
60
80
100
120
2/6/2018 3/6/2018 4/6/2018 5/6/2018 6/6/2018 7/6/2018 8/6/2018 9/6/2018 10/6/2018 11/6/2018 12/6/2018 1/6/2019 2/6/2019
Japan WG ML registration
Person Entity
OpenChain: raising all the boats for the benefit of all.
This is how we address software in the supply chain.
Using OpenChain ForPractical
“OpenSourceSoftware Supply Chain Management(OSSSCM)”
2019.13th.Mar/Open Source Leadership Summit (c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 20
Masato ENDO
ProjectManager
IP StrategicGroup
IntellectualPropertyDiv.
Toyota Motor Corporation
Introduction
(c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 21
http://linkedin.com/in/masato-endo-279026159
Communication
Engineering&
Informatics
Industrial&
Management
Systems
Engineering
Business
Administration
Background
Responsibilities
Industrial&
Management
Systems
Engineering
Business
Administration
Intellectual
PropertyRights
IP Strategy OSSGovernance
Community
Works
2019.13th.Mar/Open Source Leadership Summit
The History of SCM
(c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 22
‘70s
TPS
‘80s
QR
‘90s
SCM
‘10s
SCRM
‘00s
G11n
Industry
Automotive
Keywords
JIT
(Just InTime)
Apparel
Informatization
Computer
BTO(BuildTo Order)
TOC
(TheoryOf Constraints)
ALL
BCP
(BusinessContinuity
Planning)
ALL
CPFR
(CollaborativePlanning,
Forecastingand
Replenishment)
2019.13th.Mar/Open Source Leadership Summit
(c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 23
The concept of SCM
Forimproving customer’s experience
Formaximize effectiveness
Realizing Total Optimization
Breaking down the intra- and inter-organizational barriers
WHY?
HOW?
Collaboration with supply chain partners
Managing bottlenecks
WHAT?
2019.13th.Mar/Open Source Leadership Summit
(c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 24
The Concept of OSSSCM
Respecting the intention of community engineers
Maximizing effectiveness
Realizing Total Optimization
Removing intra / inter-organization barriers
WHY?
HOW?
Collaboration between supply chain partners and community
Managing bottlenecks
WHAT?
2019.13th.Mar/Open Source Leadership Summit
(c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 25
Collaboration
Maker CustomerRetailersupplierCommunity
Executive
Planning
R&D
Legal/IP
Sales
Procurement
CS
PR
1. Developing an OSSgovernancestructure
topromotecollaboration
2. Standardizationofmethods
forsmartcollaboration
2019.13th.Mar/Open Source Leadership Summit
Governance of EachOrganization
(c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 26
w/Community
PlatinumMembers:
Adobe/Arm/CISCO/COMCAST/GitHub/
HARMAN/HITACHI/QUALCOMM/SIEMENS
Sony/TOSHIBA/TOYOTA/WesternDigital
Recentlyannounced:
Bosch/Facebook/Google/Microsoft/Uber
Building out self-certification, Audited Certification and
formal standardization
In TOYOTASC
Building an official grouptomanage
OSSrisks andcommunity contributions
IP
Specialist
Security
Specialist
OSS
Developer
CompanywideGroup
R&D
Developing
OSSCulture
Handling
OSSRisks
2019.13th.Mar/Open Source Leadership Summit
(c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 27
Standardization of Methods
w/Community In TOYOTASC
Discussing Information SharingGuidelines viaOpenChain
toaddress licensing information challenges
TOYOTA
Tier1
Suppliers
Information Sharing Guidelines
SUBWorkingGroups
-PlanningSWG
-FAQSWG
-LeaflettoSupplierSWG
-EducationmaterialforrolesSWG
-LicenseinformationexchangeSWG
-ToolingSWG
-PromotionSWG
● OpenChainJPWG
https://wiki.linuxfoundation.org/openchain/openchain-japanese-working-group
https://github.com/OpenChain-Project/Onboarding-JWG
2019.13th.Mar/Open Source Leadership Summit
(c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0
DENSOTEN/Fujitsu/
HITACHI/Panasonic/
Pioneer/RENESAS/
RICOH/Sony/TOSHIBA/TOYOTA● JAPAN WORK GROUP
InfoSharingSub-WG
Standardization of Data Exchange
SPDXLite(ex. PackageInfo.)wouldbea efficientwaytomanagesupplychainswheresomesupplierscannot
usethe fullSPDXspecification.
w/Community
2019.13th.Mar/Open Source Leadership Summit
(c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 29
Managing Bottlenecks
Maker CustomerRetailersupplierCommunity
Executive
Planning
R&D
Legal/IP
Sales
Procurement
CS
PR
Infrastructuresof OSS
1. Decreasing PatentRisks 2. Decreasing LicenseRisks
3.PromoteInternalandExternalUnderstandingOSSCompliance
2019.13th.Mar/Open Source Leadership Summit
(c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 30
Decrease Patent Risks
w/Community
The expansion OIN Community
resulted in a continuous reduction of
OSS patent risks.
In TOYOTASC
2016 2017 2018
44%
55%
68%
Roughly Estimation ofOIN Coverage
New MajorLicenseesOIN: HITACHI/KDDI/Microsoft
TOYOTA promoted its inclusion in the OIN Patent Non-
Aggression Community.
As aresult, AGL technology has become part of this
community.
LinuxSystemDefinition
OINBoardMembers
Google/IBM/NEC/PHILIPS/
RedHat/Sony/SUSE/TOYOTA
Approved
2019.13th.Mar/Open Source Leadership Summit
(c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 31
Decrease License Risks
w/Community
GPL Cooperation Commitment (GPLCC) introduces a cure
opportunity for GPLv2 and LGPLv2.
This community is expanding rapidly.
In TOYOTASC
Amazon/Arm/Canonical/GitLab/Intel/Liferay/Linaro/
MariaDB/NEC/Pivotal/RoyalPhilips/SAS/TOYOTA/VMware
Adobe/Alibaba/Amadeus/AntFinancial/Atlassian,
Atos/AT&T/Bandwidth/Etsy/GitHub/Hitachi/NVIDIA/
Oath/Renesas/Tencent/Twitter
CATechnologies/Cisco/HewlettPackard Enterprise/Microsoft/SAP/SUSE
RedHat/Facebook/Google/IBMNov.2017
Mar.2018
Jul.2018
Nov.2018
The eight boardmembers of OIN announced that they had
unanimously adopted GPLCC.
https://www.openinventionnetwork.com/pressrelease_details/?id=88
TOYOTA became the firstautomotive
company tojoin GPLCC.
https://www.toyota.co.jp/jpn/sustainability/governance/compliance/Toyota_GPL_Commitment.pdf
TOYOTA is introducing GPLCCat
community events such as the AGL All Members Meeting.
2019.13th.Mar/Open Source Leadership Summit
(c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 32
Promote Understanding
w/Community In TOYOTASC
The OpenChain Japan WG is identifying bottlenecks caused
by lack of understanding aroundcompliance and building
Sub-Groups for each bottleneck.
Executive
Planning
R&D
Legal/IP
Sales
Procurement
CS
PR
FAQSub-G
Educationmaterial
forrolesSub-G
LeaflettoSupplier
Sub-G
TOYOTA introduced an OSSlicense manual on the
employees intra-net andis sharing information with
subsidiaries all over the world.
Outside professionals aredelivering lectures for our
engineers tofurther develop internal OSSculture.
2019.13th.Mar/Open Source Leadership Summit
Level of Understanding
(c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 33
Level1
NOTunderstand
Importanceof
OSSCompliance
Level2
NOTunderstand
whattodo
Level3
NOTunderstand
howtodo
Level4
NotUnderstand
howtoget
certification
●Tojoinevents
(forEngineers/
Legalpeople/
IP people)
●Workshop
●PR
(Traditional
Media/
Tech Media/
SNS)
●CaseMaterials
(Wiki/
Handbook/
Academic
paper)
●Consultation
●Training
support
●Self
certification
support
●Third-party
certification
Comprehensivesupportis being developed
We havetoreachpeoplewhodoesn'trecognizeOSScompliance
2019.13th.Mar/Open Source Leadership Summit
Engage with OpenChain – Start Your OSSSCM
Join the community:
https://www.openchainproject.org/community
Self-certify an organization:
https://certification.openchainproject.org
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Using OpenChain for Practical Open Source Software Supply Chain Management (OSSSCM)

  • 1. Context: Why, How and Who OpenChain Project - The Linux Foundation Available under the CC Attribution-NoDerivatives 4.0 International license.
  • 2. How do I trust my open source supply chain?
  • 3. The OpenChain Project defines the key requirements for a quality open source compliance program.
  • 5. Companies have the flexibility to decide the content of each specific process, policies and training.
  • 6. OpenChain is run by users companies for user companies.
  • 7. 7
  • 11. Our New Responsive Self-Certification App
  • 12. Self-Certify or “health check” for free and in private: https://certification.openchainproject.org
  • 13. 45% of organizations access the web app for conformance, 45% access it for health checks.
  • 16. Meetings in Japan 0 10 20 30 40 50 60 70 2017/Dec/272018/Feb/222018/Apr/192018/Jun/132018/Aug/312018/Oct/312018/Nov/202018/Dec/52019/Feb/282019/Apr/xx Num. of attendees Num. of entities Linear (Num. of attendees) Linear (Num. of entities) Sub Group活動開始
  • 17. Japanese Mailing List 14 22 34 75 90 97 108 8 13 18 37 40 42 48 0 20 40 60 80 100 120 2/6/2018 3/6/2018 4/6/2018 5/6/2018 6/6/2018 7/6/2018 8/6/2018 9/6/2018 10/6/2018 11/6/2018 12/6/2018 1/6/2019 2/6/2019 Japan WG ML registration Person Entity
  • 18. OpenChain: raising all the boats for the benefit of all.
  • 19. This is how we address software in the supply chain.
  • 20. Using OpenChain ForPractical “OpenSourceSoftware Supply Chain Management(OSSSCM)” 2019.13th.Mar/Open Source Leadership Summit (c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 20 Masato ENDO ProjectManager IP StrategicGroup IntellectualPropertyDiv. Toyota Motor Corporation
  • 21. Introduction (c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 21 http://linkedin.com/in/masato-endo-279026159 Communication Engineering& Informatics Industrial& Management Systems Engineering Business Administration Background Responsibilities Industrial& Management Systems Engineering Business Administration Intellectual PropertyRights IP Strategy OSSGovernance Community Works 2019.13th.Mar/Open Source Leadership Summit
  • 22. The History of SCM (c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 22 ‘70s TPS ‘80s QR ‘90s SCM ‘10s SCRM ‘00s G11n Industry Automotive Keywords JIT (Just InTime) Apparel Informatization Computer BTO(BuildTo Order) TOC (TheoryOf Constraints) ALL BCP (BusinessContinuity Planning) ALL CPFR (CollaborativePlanning, Forecastingand Replenishment) 2019.13th.Mar/Open Source Leadership Summit
  • 23. (c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 23 The concept of SCM Forimproving customer’s experience Formaximize effectiveness Realizing Total Optimization Breaking down the intra- and inter-organizational barriers WHY? HOW? Collaboration with supply chain partners Managing bottlenecks WHAT? 2019.13th.Mar/Open Source Leadership Summit
  • 24. (c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 24 The Concept of OSSSCM Respecting the intention of community engineers Maximizing effectiveness Realizing Total Optimization Removing intra / inter-organization barriers WHY? HOW? Collaboration between supply chain partners and community Managing bottlenecks WHAT? 2019.13th.Mar/Open Source Leadership Summit
  • 25. (c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 25 Collaboration Maker CustomerRetailersupplierCommunity Executive Planning R&D Legal/IP Sales Procurement CS PR 1. Developing an OSSgovernancestructure topromotecollaboration 2. Standardizationofmethods forsmartcollaboration 2019.13th.Mar/Open Source Leadership Summit
  • 26. Governance of EachOrganization (c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 26 w/Community PlatinumMembers: Adobe/Arm/CISCO/COMCAST/GitHub/ HARMAN/HITACHI/QUALCOMM/SIEMENS Sony/TOSHIBA/TOYOTA/WesternDigital Recentlyannounced: Bosch/Facebook/Google/Microsoft/Uber Building out self-certification, Audited Certification and formal standardization In TOYOTASC Building an official grouptomanage OSSrisks andcommunity contributions IP Specialist Security Specialist OSS Developer CompanywideGroup R&D Developing OSSCulture Handling OSSRisks 2019.13th.Mar/Open Source Leadership Summit
  • 27. (c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 27 Standardization of Methods w/Community In TOYOTASC Discussing Information SharingGuidelines viaOpenChain toaddress licensing information challenges TOYOTA Tier1 Suppliers Information Sharing Guidelines SUBWorkingGroups -PlanningSWG -FAQSWG -LeaflettoSupplierSWG -EducationmaterialforrolesSWG -LicenseinformationexchangeSWG -ToolingSWG -PromotionSWG ● OpenChainJPWG https://wiki.linuxfoundation.org/openchain/openchain-japanese-working-group https://github.com/OpenChain-Project/Onboarding-JWG 2019.13th.Mar/Open Source Leadership Summit
  • 28. (c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 DENSOTEN/Fujitsu/ HITACHI/Panasonic/ Pioneer/RENESAS/ RICOH/Sony/TOSHIBA/TOYOTA● JAPAN WORK GROUP InfoSharingSub-WG Standardization of Data Exchange SPDXLite(ex. PackageInfo.)wouldbea efficientwaytomanagesupplychainswheresomesupplierscannot usethe fullSPDXspecification. w/Community 2019.13th.Mar/Open Source Leadership Summit
  • 29. (c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 29 Managing Bottlenecks Maker CustomerRetailersupplierCommunity Executive Planning R&D Legal/IP Sales Procurement CS PR Infrastructuresof OSS 1. Decreasing PatentRisks 2. Decreasing LicenseRisks 3.PromoteInternalandExternalUnderstandingOSSCompliance 2019.13th.Mar/Open Source Leadership Summit
  • 30. (c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 30 Decrease Patent Risks w/Community The expansion OIN Community resulted in a continuous reduction of OSS patent risks. In TOYOTASC 2016 2017 2018 44% 55% 68% Roughly Estimation ofOIN Coverage New MajorLicenseesOIN: HITACHI/KDDI/Microsoft TOYOTA promoted its inclusion in the OIN Patent Non- Aggression Community. As aresult, AGL technology has become part of this community. LinuxSystemDefinition OINBoardMembers Google/IBM/NEC/PHILIPS/ RedHat/Sony/SUSE/TOYOTA Approved 2019.13th.Mar/Open Source Leadership Summit
  • 31. (c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 31 Decrease License Risks w/Community GPL Cooperation Commitment (GPLCC) introduces a cure opportunity for GPLv2 and LGPLv2. This community is expanding rapidly. In TOYOTASC Amazon/Arm/Canonical/GitLab/Intel/Liferay/Linaro/ MariaDB/NEC/Pivotal/RoyalPhilips/SAS/TOYOTA/VMware Adobe/Alibaba/Amadeus/AntFinancial/Atlassian, Atos/AT&T/Bandwidth/Etsy/GitHub/Hitachi/NVIDIA/ Oath/Renesas/Tencent/Twitter CATechnologies/Cisco/HewlettPackard Enterprise/Microsoft/SAP/SUSE RedHat/Facebook/Google/IBMNov.2017 Mar.2018 Jul.2018 Nov.2018 The eight boardmembers of OIN announced that they had unanimously adopted GPLCC. https://www.openinventionnetwork.com/pressrelease_details/?id=88 TOYOTA became the firstautomotive company tojoin GPLCC. https://www.toyota.co.jp/jpn/sustainability/governance/compliance/Toyota_GPL_Commitment.pdf TOYOTA is introducing GPLCCat community events such as the AGL All Members Meeting. 2019.13th.Mar/Open Source Leadership Summit
  • 32. (c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 32 Promote Understanding w/Community In TOYOTASC The OpenChain Japan WG is identifying bottlenecks caused by lack of understanding aroundcompliance and building Sub-Groups for each bottleneck. Executive Planning R&D Legal/IP Sales Procurement CS PR FAQSub-G Educationmaterial forrolesSub-G LeaflettoSupplier Sub-G TOYOTA introduced an OSSlicense manual on the employees intra-net andis sharing information with subsidiaries all over the world. Outside professionals aredelivering lectures for our engineers tofurther develop internal OSSculture. 2019.13th.Mar/Open Source Leadership Summit
  • 33. Level of Understanding (c)TOYOTA MOTOR CORPORATION CCBY-SA 4.0 33 Level1 NOTunderstand Importanceof OSSCompliance Level2 NOTunderstand whattodo Level3 NOTunderstand howtodo Level4 NotUnderstand howtoget certification ●Tojoinevents (forEngineers/ Legalpeople/ IP people) ●Workshop ●PR (Traditional Media/ Tech Media/ SNS) ●CaseMaterials (Wiki/ Handbook/ Academic paper) ●Consultation ●Training support ●Self certification support ●Third-party certification Comprehensivesupportis being developed We havetoreachpeoplewhodoesn'trecognizeOSScompliance 2019.13th.Mar/Open Source Leadership Summit
  • 34. Engage with OpenChain – Start Your OSSSCM Join the community: https://www.openchainproject.org/community Self-certify an organization: https://certification.openchainproject.org