+1 (binding).

Thanks,
Raymond

On Apr 9, 2012, at 6:32 PM, Kevin Kluge wrote:

> Hi All.  I'd like to call for a VOTE for CloudStack to enter the Incubator.  
> The proposal is available at [1] and I have also included it below.   Please 
> vote with:
> +1: accept CloudStack into Incubator
> +0: don't care
> -1: do not accept CloudStack into Incubator (please explain the objection)
> 
> The vote is open for at least 72 hours from now (until at least 19:00 US-PST 
> on April 12, 2012).
> 
> Thanks for the consideration.
> 
> -kevin
> 
> [1] http://wiki.apache.org/incubator/CloudStackProposal
> 
> 
> 
> 
> Abstract
> 
> CloudStack is an IaaS ("Infrastracture as a Service") cloud orchestration 
> platform.
> 
> Proposal
> 
> CloudStack provides control plane software that can be used to create an IaaS 
> cloud. It includes an HTTP-based API for user and administrator functions and 
> a web UI for user and administrator access. Administrators can provision 
> physical infrastructure (e.g., servers, network elements, storage) into an 
> instance of CloudStack, while end users can use the CloudStack self-service 
> API and UI for the provisioning and management of virtual machines, virtual 
> disks, and virtual networks.
> 
> Citrix Systems, Inc. submits this proposal to donate the CloudStack source 
> code, documentation, websites, and trademarks to the Apache Software 
> Foundation ("ASF").
> 
> Background
> 
> Amazon and other cloud pioneers invented IaaS clouds. Typically these clouds 
> provide virtual machines to end users. CloudStack additionally provides 
> baremetal OS installation to end users via a self-service interface. The 
> management of physical resources to provide the larger goal of cloud service 
> delivery is known as "orchestration". IaaS clouds are usually described as 
> "elastic" -- an elastic service is one that allows its user to rapidly scale 
> up or down their need for resources.
> 
> A number of open source projects and companies have been created to implement 
> IaaS clouds. Cloud.com started CloudStack in 2008 and released the source 
> under GNU General Public License version 3 ("GPL v3") in 2010. Citrix 
> acquired Cloud.com, including CloudStack, in 2011. Citrix re-licensed the 
> CloudStack source under Apache License v2 in April, 2012.
> 
> Rationale
> 
> IaaS clouds provide the ability to implement datacenter operations in a 
> programmable fashion. This functionality is tremendously powerful and 
> benefits the community by providing:
> 
> - More efficient use of datacenter personnel
> - More efficient use of datacenter hardware
> - Better responsiveness to user requests
> - Better uptime/availability through automation
> 
> While there are several open source IaaS efforts today, none are governed by 
> an independent foundation such as ASF. Vendor influence and/or proprietary 
> implementations may limit the community's ability to choose the hardware and 
> software for use in the datacenter. The community at large will benefit from 
> the ability to enhance the orchestration layer as needed for particular 
> hardware or software support, and to implement algorithms and features that 
> may reduce cost or increase user satisfaction for specific use cases. In this 
> respect the independent nature of the ASF is key to the long term health and 
> success of the project.
> 
> Initial Goals
> 
> The CloudStack project has two initial goals after the proposal is accepted 
> and the incubation has begun.
> 
> The Cloudstack Project's first goal is to ensure that the CloudStack source 
> includes only third party code that is licensed under the Apache License or 
> open source licenses that are approved by the ASF for use in ASF projects. 
> The CloudStack Project has begun the process of removing third party code 
> that is not licensed under an ASF approved license. This is an ongoing 
> process that will continue into the incubation period. Third party code 
> contributed to CloudStack under the CloudStack contribution agreement was 
> assigned to Cloud.com in exchange for distributing CloudStack under GPLv3. 
> The CloudStack project has begun the process of amending the previous 
> CloudStack contribution agreements to obtain consent from existing 
> contributors to change the CloudStack project's license. In the event that an 
> existing contributor does not consent to this change, the project is prepared 
> to remove that contributor's code. Additionally, there are binary 
> dependencies on redistributed libraries that are not provided with an 
> ASF-approved license. Finally, the CloudStack has source files incorporated 
> from third parties that were not provided with an ASF-approved license. We 
> have begun the process of re-writing this software. This is an ongoing 
> process that will extend into the incubation period. These issues are 
> discussed in more detail later in the proposal.
> 
> Although CloudStack is open source, many design documents and discussions 
> that should have been publicly available and accessible were not publicized. 
> The Project's second goal will be to fix this lack of transparency by 
> encouraging the initial committers to publicize technical documentation and 
> discuss technical issues in a public forum.
> 
> Current Status
> 
> Meritocracy
> 
> CloudStack was originally developed by Sheng Liang, Alex Huang, Chiradeep 
> Vittal, and Will Chan. Since the initial CloudStack version, approximately 30 
> others have made contributions to the project. Today, Sheng and Will are less 
> involved in code development, but others have stepped in to continue the 
> development of their seminal contributions.
> 
> Most of the current code contributors are paid contributors, employed by 
> Citrix. Over the past six months CloudStack has received several 
> contributions from non-Citrix employees for features and bug fixes that are 
> important to the contributors. We have developed a process for accepting 
> these contributions that includes validating the execution of a CLA and 
> incorporating the contribution in the CloudStack in a manner that reflects 
> the contributor's identity. This process has not followed the Apache model.
> 
> The CloudStack Project has had an open bug database for two years. While this 
> database includes ideas for enhancements to CloudStack, the committers have 
> historically not asked the greater community for pointed assistance. Going 
> forward the Project will encourage all community members to become committers 
> and will make clear suggestions for features and bug fixes that would most 
> benefit the community and Project.
> 
> Community
> 
> CloudStack has an existing community comprising approximately 8,000 forum 
> members on cloudstack.org and 28,000 registrations for e-mail lists and 
> newsletters relating to CloudStack. All forums, developer and administrator 
> mailing lists, and IRC channels are active. A number of commercial entities 
> (e.g., RightScale, AppFog, EnStratus) and open source projects (e.g., 
> jClouds, Chef) have integrated with CloudStack.
> 
> To date, the community comprises users - people that download a CloudStack 
> binary and install it to implement an IaaS cloud. The project expects that 
> with independent governance and the openness of the Apache development model 
> we will significantly increase the amount of developer participation within 
> the community.
> 
> Core Developers
> 
> CloudStack spans a wide array of technologies: user interface, 
> virtualization, storage, networking, fault tolerance, database access and 
> data modeling, and Java, Python, and bash programming. There is significant 
> diversity of knowledge and experience in this regard.
> 
> Several of the initial committers have experience with other open source 
> projects. Alex Huang contributed to SCM-bug. Anthony Xu, Edison Su, Frank 
> Zhang, and Sheng Yang have prior experience with a combination of Xen and 
> KVM. Chiradeep Vittal has contributed to OpenStack. David Nalley has been 
> contributing to Fedora for several years. David has also contributed to 
> Zenoss, Cobbler, GLPI, OCS-NG, OpenGroupware, Ceph, and Sheepdog.
> 
> CloudStack development to date has largely been done in the U.S. and India.
> 
> CloudStack has largely been developed by paid contributors.
> 
> Alignment
> 
> CloudStack has significant integration with existing Apache projects, and 
> there are several exciting opportunities for future cross-project 
> collaboration.
> 
> The CloudStack Management Server (i.e., the control plane) is deployed as a 
> web application inside one or more Tomcat instances.
> 
> The Management Server uses Apache Web Services, Apache Commons, Apache XML 
> RPC, Apache log4j, and Apache HttpComponents httpcore. It is built with 
> Apache Ant.
> 
> There are strong opportunities for collaboration with other Apache Projects. 
> Collaboration with Hadoop has at least two exciting aspects:
> - CloudStack could provide an object store technology (similar to Amazon's S3 
> service) in conjunction with the compute service (similar to Amazon's EC2 
> service) that it already offers. HDFS from the Hadoop project is a promising 
> technology for the implementation of the object store.
> - It would also be possible to have CloudStack provision Hadoop compute 
> nodes, either through virtualization or directly to baremetal. With this 
> CloudStack could become an optional or required part of the infrastructure 
> control plane for Hadoop.
> 
> ZooKeeper might be helpful to implement a distributed cloud control plane in 
> the future.
> 
> Derby could be used as alternative database; CloudStack currently uses MySQL.
> 
> ActiveMQ is a good option for some of the communication that occurs in the 
> orchestration of the cloud.
> 
> It would be natural for Apache libcloud and Apache DeltaCloud to support the 
> CloudStack API and public clouds that expose it.
> 
> As mentioned earlier the proposers are seeking an independent foundation to 
> provide governance for the project. ASF has clearly been successful in 
> providing this, and we believe ASF is the best match for the future goals of 
> the project.
> 
> Known Risks
> 
> Orphaned products
> 
> Citrix will work with the community to create the most widely deployed cloud 
> orchestration software. Citrix's internal "plan of record" commits 
> significant budget to developing the Project through 2014. Investment past 
> 2014 is unspecified, but likely to continue given known and predicted 
> revenues from derivative commercial products.
> 
> Citrix is developing a thriving business in conjunction with the prior and 
> continued success of the community and use of CloudStack. The project may be 
> orphaned in the condition where the Project has failed to obtain either 
> non-paid committers or paid committers from other vendors, and the committers 
> paid by Citrix are re-assigned to another project.
> 
> Inexperience with Open Source
> 
> CloudStack has been open source since May, 2010, with the CloudStack 2.0 
> release by Cloud.com.
> 
> From May, 2010 to August, 2011 CloudStack was "open core", wherein 
> approximately 95% of the code was available with a GPLv3 license and 5% of 
> the code was proprietary. During this time the bug database was open and the 
> source code was available. Project direction and technical discussions 
> occurred in a closed fashion. Few technical documents were publicly available.
> 
> In August, 2011 CloudStack transitioned to 100% open source. The 5% 
> proprietary code was released publicly with a GPLv3 license. The bug database 
> remained open. Project direction and technical discussions occurred in a 
> closed fashion. Some technical documents were shared publicly.
> 
> During 2012 the proposers have posted a significant fraction of technical 
> documents pertaining to the recent CloudStack 3.0 release publicly. Some 
> technical discussion has occurred in the open.
> 
> In April, 2012 CloudStack was re-licensed under the Apache License v2.
> 
> Several contributors have prior open source experience. This is discussed in 
> the "Core Developers" section.
> 
> The CloudStack development process must change significantly to conform to 
> the Apache model. These changes include: carry on all technical conversations 
> in a public forum, develop all technical documentation publicly, follow the 
> vote process on contribution approvals, and promote individuals beyond the 
> initial committers to committer status, based on merit.
> 
> Homogenous Developers
> 
> The Project has committers in two locations in India, one location in the UK, 
> and one location in the U.S. The technical knowledge of the committers is 
> diverse, as evidenced by the wide range of technologies that converge in 
> CloudStack. The range of professional experience of the committers is diverse 
> as well, from a few months to 20+ years.
> 
> The initial committers are all associated with the sponsoring entity. The 
> Project will have to work with the community to diversify in this area.
> 
> Reliance on Salaried Developers
> 
> The initial committers are all salaried committers.
> 
> The initial committers have worked with great devotion to the project and 
> have enjoyed its success. We hope this will create an emotional bond to the 
> project that will last beyond their employment with Citrix Systems.
> 
> We expect salaried committers from a variety of companies. CloudStack is an 
> opportunity for many vendors to enable their software and hardware to 
> participate in the changes brought by the development of an API that can 
> manage datacenter infrastructure. It is also an opportunity for datacenter 
> operators to implement features they find helpful and share them with the 
> community.
> 
> We hope to attract unpaid committers. CloudStack is interesting technology 
> that solves many challenging problems, and cloud computing is popular in the 
> industry media now. But, few people will run a CloudStack deployment for 
> personal use, and this may limit our ability to attract unpaid committers. We 
> hope that the technical domain is interesting to new committers that will 
> join us in improving CloudStack.
> 
> Relationships with Other Apache Products
> 
> Please see the Alignment section above.
> 
> Apache Brand Awareness
> 
> We expect that licensing CloudStack under the AL and associating it with the 
> Apache brand will attract additional contributors and CloudStack users. 
> However, we have selected the ASF as the best governance option for the 
> project for the reasons discussed in the Rationale. Further, we expect to 
> continue development of the CloudStack under the AL with or without the 
> support of ASF.
> 
> Citrix currently sells a proprietary version of CloudStack released as 
> "Citrix CloudStack". For the foreseeable future, Citrix expects to continue 
> to sell orchestration software based on CloudStack. Citrix will work with the 
> ASF Incubator PMC and within the Podling Branding guidelines to ensure that a 
> new branding scheme is selected for Citrix's proprietary version of 
> CloudStack that is consistent with ASF's branding policies.
> 
> Documentation
> 
> The CloudStack project has publicly available administrator documentation, 
> source code, forums, and technical specifications. This documentation is 
> available at the following sites:
> - http://cloudstack.org: forums, latest news, downloads, blogs; a good 
> starting point.
> - http://docs.cloudstack.org: installation guide, administration guide, API 
> documentation, technical specifications
> - http://confluence.cloudstack.org: past and future release plans, additional 
> technical documentation
> - http://git.cloud.com: current source. See the 3.0.x and master branches.
> 
> Initial Source
> 
> The genesis of CloudStack's source is discussed in the "Inexperience with 
> Open Source" section.
> 
> Citrix Systems currently owns the CloudStack code base. Committers use the 
> repository at git.cloud.com to access and submit code. This repository is 
> located in the U.S.
> 
> We propose to donate the basis for the 3.0.x series of CloudStack releases. 
> This is the current release stream. Prior CloudStack versions have been kept 
> as GPLv3 and currently receive limited maintenance and no feature 
> development. The software associated with these prior versions will not be 
> donated to ASF. Further, many branches exist and we see no benefit in 
> recreating this historical complexity within ASF infrastructure.
> 
> Source and Intellectual Property Submission Plan
> 
> Multiple intellectual property assets are associated with the CloudStack 
> project. First and foremost, the CloudStack source is protected by copyright. 
> Upon acceptance into the ASF incubation program, Citrix Systems anticipates 
> licensing the CloudStack source to the ASF. The licensed code will include 
> all source code from the "master" branch at git.cloud.com.
> 
> In addition to the source code, Citrix systems owns a number of trademark and 
> domain name assets that are used by the CloudStack project. Citrix 
> anticipates donating substantially all of these trademark and domain name 
> assets upon acceptance into the ASF incubation program. In particular, Citrix 
> anticipates donating at least the CloudStack trademark and related domain 
> names.
> 
> CloudStack is protected by a number of pending patent applications owned by 
> Citrix Systems. Citrix Systems anticipates continuing to prosecute and 
> maintain these patent applications upon entry into the ASF incubation 
> program. Citrix Systems is dedicated to protecting the larger CloudStack 
> community and will continue to obtain patents on CloudStack technology as a 
> way to protect contributors and members of the CloudStack community from 
> outside threats.
> 
> Internal Dependencies
> 
> The CloudStack Management Server has some externally developed code embedded 
> in it. This code has come from a variety of sources and has a variety of 
> licenses, some of which are not approved by ASF for use in Apache projects. 
> We have already begun the process of removing and/or re-implementing code 
> that does not have an approved license.
> 
> [ Please see web page for this content ]
> 
> Contributions made to the CloudStack prior to the switch to AL were done 
> based on a CLA that did not authorize re-licensing the contribution to AL. 
> Citrix legal has prepared a new document that requests contributors to 
> authorize the re-license to AL. We are asking each such contributor to sign 
> this agreement. We will remove and/or re-implement the contributions of prior 
> committers that do not sign this agreement. We do not expect this issue to 
> materially impact the project.
> 
> Citrix legal has also prepared a new CLA for the project that authorizes AL 
> licensing of contributions. This CLA will be used for contributions between 
> the switch to AL and an eventual donation of the source to ASF.
> 
> External Dependencies
> 
> The CloudStack Management Server uses a significant number of libraries. 
> These libraries are redistributed with CloudStack in binary form. Some of 
> them have licenses that are not approved by ASF for use in Apache projects. 
> We will replace them with other libraries with approved licenses or re-write 
> the functions provided by the libraries.
> 
> We expect that it will take 3 months to remove and/or re-implement the 
> problematic embedded source and problematic redistributed libraries.
> 
> Binary Dependencies
> 
> [ Please see web page for this content ]
> 
> System Virtual Machines
> 
> The CloudStack uses multiple Debian-based virtual machines to implement 
> features of the software. The source code that comprises the Debian-based 
> virtual machines is GPL licensed.
> 
> The CloudStack source code includes (AL) scripts that will download and build 
> this software. This software is downloaded from repositories external to 
> git.cloud.com, and will presumably also be external to any Apache-owned 
> infrastructure.
> 
> The CloudStack will download and deploy virtual machines that are built with 
> this GPL software. Once deployed, the CloudStack will install AL-licensed 
> software on to these virtual machines.
> 
> Since this GPL software is not present in the CloudStack repository we 
> believe these mechanisms will be approved by ASF for use in the Project, but 
> we have included this explanation for completeness.
> 
> Cryptography
> 
> The CloudStack makes use of encryption functions available via Java and the 
> underlying OS. We expect that the CloudStack will have to follow the export 
> control procedures described at http://www.apache.org/dev/crypto.html. When 
> the CloudStack was previously registered with BIS the open source version 
> qualified for the TSU exception.
> 
> The CloudStack uses https to communicate to XenServer and vCenter. ssh and 
> scp are used between the Management Server and hypervisor hosts as well.
> 
> The CloudStack stores an MD5 hash of user password data. The CloudStack uses 
> MySQL encryption to store some data in an encrypted fashion.
> 
> The CloudStack stores a pair of API public/secret keypairs for users. This is 
> done using javax.crypto.KeyGenerator with HMAC-SHA-1.
> 
> The CloudStack does not specify key lengths explicitly. It uses SSH, SCP and 
> lets them negotiate encryption.
> 
> The CloudStack provides a public HTTP-based API to provision and deprovision 
> VPN users. The CloudStack has internal Java-based abstractions for managing 
> VPN users. This Java software makes private API calls to another system, 
> which will then provision the VPN user in the VPN software on that other 
> system. The actual set up of the VPN session is done using L2TP/IPSec.
> 
> As mentioned earlier the CloudStack includes software to build and later 
> deploy Debian-based virtual machines. These VMs are stripped down versions of 
> Debian that include encryption sufficient for ssh/scp, https, and IPSec VPN 
> to work. The CloudStack does not include the source for these VMs. The 
> maximum encrypted throughput of the VPN has not been determined.
> 
> Required Resources
> 
> Mailing Lists
> 
> We request mailing lists to match the mailing lists currently in use, plus 
> the recommended private list. These are:
> 
>    cloudstack-private: for confidential PPMC discussion
>    cloudstack-dev: for development discussions
>    cloudstack-user: for administrator and discussions
> 
> Subversion Directory
> 
> The CloudStack has used git for approximately two years. We understand that 
> there is a "prototype" git server available. We request an allocation on this 
> git server. We believe this will be less disruptive to the committers than a 
> change to SVN.
> 
> We request "/repos/asf/incubator/cloudstack".
> 
> Issue Tracking
> 
> We would like an allocation for Jira. CloudStack uses bugzilla today, but we 
> have been planning a move to Jira for some time. We request that the project 
> name be "CloudStack".
> 
> Other Resources
> 
> The CloudStack Project includes several websites. Donation of these websites 
> was discussed in the IP submission plan. We would like to engage in 
> discussion on the logistics of this.
> 
> Initial Committers
> 
> In the past few months several new developers have joined the Citrix 
> CloudStack team. We are recommending that only the developers with several 
> months of experience with CloudStack join as initial committers. The Project 
> will then follow the meritocratic process to enable the newer team members to 
> become committers. We believe this will be a good exercise for us as we 
> transition to an Apache development model in the Project.
> 
> The list of initial committers follows. At this time none of the initial 
> committers has a CLA on file with ASF.
> 
>    Abhinandan Prateek, abhinandan.prateek.at.citrix.com
>    Alena Prokharchyk, alena.prokharchyk.at.citrix.com
>    Alex Huang,alex.huang.at.citrix.com
>    Anthony Xu, xuefei.xu.at.citrix.com
>    Brian Federle, brian.federle.at.citrix.com
>    Chiradeep Vittal, chiradeep.vittal.at.citrix.com
>    David Nalley, david.nalley.at.citrix.com
>    Edison Su, edison.su.at.citrix.com
>    Frank Zhang, frank.zhang.at.citrix.com
>    Janardhana Reddy, janardhana.reddy.at.citrix.com
>    Jessica Tomechak, jessica.tomechak.at.citrix.com
>    Jessica Wang, jessica.wang.at.citrix.com
>    Kelven Yang, kelven.yang.at.citrix.com
>    Kevin Kluge, kevin.kluge.at.citrix.com
>    Kishan Kavala, kisha.kavala.at.citrix.com
>    Murali Reddy, murali.reddy.at.citrix.com
>    Nitin Mehta, nitin.mehta.at.citrix.com
>    Prachi Damle, prachi.damle.at.citrix.com
>    Sam Robertson, sam.robertson.at.citrix.com
>    Sheng Yang, sheng.yang.at.citrix.com
>    Sonny Chhen, sonny.chhen.at.citrix.com
>    Will Chan, will.chan.at.citrix.com
> 
> Affiliations
> 
> The initial committers are all affiliated with Citrix Systems.
> 
> Sponsors
> 
> Champion
> 
> Jim Jagielski
> 
> Nominated Mentors
> 
> Jim Jagielski, Daniel Kulp, Alex Karasulu, Olivier Lamy, Brett Porter, 
> Mohammad Nour, Matt Hogstrom
> 
> Sponsoring Entity
> 
> We request that the Incubator sponsor this effort.
> 
> 
> 
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