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Lars Kurth
Community Manger, Xen Project
Chairman, Xen Project Advisory Board
Director, Open Source, Citrix

lars_kurth
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
250000

150000
More than 1 Projects Million Today

100000

Projected

200000

50000
0
2006

2008

2010

2012

2014

Source: The 2013 Future of Open Source Survey Results
Late 90’s

Today
Individuals & Hobbyist's

Still about Individuals
But, a majority are employees
Companies have a huge stake
Features

How many users you have
How many vendors back you
How you are seen in the press
…
Different Management
Disciplines
can help you succeed
Neutrality / Perception

Support Infrastructure
Expertise / Mentoring
Vendor Network
…
BUT: You still need to do
all the right things
Case Study
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
Four Key Issues

Symptoms

Consequences for Xen

Fixes that were applied

Effect this had

(there may be others)

At the end : Reflection & Tools

Magnifying effect
Unwritten Rules
Undefined Roles
Lack of Upfront
Collaboration
Hard to join the project
Vendors got frustrated
Hard to work with the
project
Another key
vendor nearly dropped Xen

Growth potential
was limited early

Roadmap
& Release
Management

1st KVM
release
Canonical drops
Xen
RedHat drops
Xen in RHEL6

Technical
Coordination
Team
Xen
Governance
Xen becomes
LF Collaborative Project

2003

2004

2005

Developer list traffic : Q3 2003 - now

2006

2007

2008

2009

2010

2011

2012

2013
120

Mirage OS
XAPI

Xen

2003

2004

Source: Git Repos + GitDM

2005

2006

2007

2008

2009

2010

2011

2012

2013(Q3)
100%

90%
80%
70%
60%
50%
40%

30%
20%
10%
0%

2010
UPC
GridCentric
AWS
Linaro
(Individual)

2011
Spectra Logic
Calxeda
(Academia)
Oracle
Suse

2012
Redhat
Fujitsu
John Hopkins University
NSA
Citrix

2013 (H1)
iweb
(Misc)
AMD
Intel
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
Created “pain for distros”
Inwards focus
– Not working with upstreams
(branched kernel and QEMU)
– Not working with distros
(users are not “our” problem)

Intercommunity Friction
Introvert Community
Image Problem
Linux Host
support for Xen

Upstream QEMU
complete

Linux Guest
support for Xen

IBM, VMware, Red Hat and Citrix
Agree on PVOPS in Linux kernel

Actively
working
with
distros

2003

2004

2005

Developer list traffic : Q3 2003 - now

2006

2007

2008

2009

2010

2011

2012

2013
Improved Relationships & Trust
Xen Developers Care about Users
Xen becoming easier to use
Improved Image in the media and FOSS community
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
Empty Promises
Change of Guard
Focus on events for the existing community only

Blog

Enough Papers
Enough Talks
Enough Communication
By enough vendors

1 Person

Competing Projects Excelled at Communication

2003

2004

2005

Developer list traffic : Q3 2003 - now

2006

2007

2008

2009

2010

2011

2012

2013
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
Community spokespeople
Events v2

Community Blog
Confidence Building

2003

2004

2005

Developer list traffic : Q3 2003 - now

2006

2007

2008

2009

2010

2011

2012

2013
Project perception has changed dramatically

Neutral to positive (example: eWeek “How Xen got its Zen back”)
No more Xen bashing
Talks / Events / Orgs
35
30
25
20
15
10
5
0
2010

2011

2012

2013 (Q3)
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?
PR Working Group
Community spokespeople
Events v2

Community Blog
Confidence Building

2003

2004

2005

Developer list traffic : Q3 2003 - now

2006

2007

2008

2009

2010

2011

2012

2013
Press clips
500
450
400
350
300
250
200

150
100
50
0
Q4 2012

Q1 2013

Q2 2013

Q3 2013
Community

Companies
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
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
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, …
Multi-discipline Complexity
Follow Industry News
Follow Project News
Trial Software

Think of the funnel boundary as a
permeable membrane, not a fixed
border

Adopt Software
Engage with Users

It can take >2 years for changes at
the top of the funnel to make a
difference at the bottom

Engage with Industry
Evangelize
Customize
Contribute
Lead

The Funnel has feedback loops:
what happens at the top can affect
the bottom
Project Scope
Follow Industry News

E.g. Xen on ARM, Mirage OS

Increase the width and thus the
potential market for the project

Follow Project News
Trial Software
Activities

Attributes

Events

Adopt Software
Control the permeability and shape of the funnel
Engage with Users

Some items are in your control
Others - such as what the competition does - are not!

Engage with Industry
Evangelize
Customize
Contribute
Lead

How can we influence how the
Community Funnel works?
Follow Industry News
Follow Project News
Trial Software
Adopt Software

On-boarding

Documentation
Ease of Use

Engage with Users
Training
Engage with Industry
Evangelize
Customize
Contribute
Lead

Example: Factors influencing early
stages of open source software
adoption
Follow Industry News

Bad Press

Follow Project News
Trial Software

Funnel
becomes
narrower

Adopt Software

More People drop out

Engage with Users
Engage with Industry
Evangelize

Example: Negative feedback loop

Customize
Contribute
Lead

Negative Feedback:
vendors may
stop contributing
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”
Extend Project Scope
Press

Follow Industry News

Event Presence

Follow Project News
WebSite

Trial Software

Ease of Use

Adopt Software

Evangelize

Documentation
Distros

Getting Started

Training

Volunteer Programs

2011

Community Programs

Customize

Platforms for Self Promotion

Contribute

Collaboration

Lead

Communication

Support

Engage with Users
Engage with Industry

Social Media

Governance

Values
Neutrality

Diversity
Business Opportunities

Brand
Extend + Mirage OS
ARM Project Scope
Press

Follow Industry News

Event Presence

Follow Project News
WebSite

Trial Software

Ease of Use

Adopt Software

Evangelize

Documentation
Distros

Getting Started

Training

Volunteer Programs

NOW

Community Programs

Customize

Platforms for Self Promotion

Contribute

Collaboration

Lead

Communication

Support

Engage with Users
Engage with Industry

Social Media

Governance

Values
Neutrality

Diversity
Business Opportunities

Brand
Extend + Mirage OS
ARM Project Scope
Press

Follow Industry News

Event Presence

Follow Project News
WebSite

Trial Software

Ease of Use

Adopt Software

Evangelize

Getting Started

Training

Volunteer Programs

NOW

Community Programs

Customize

Platforms for Self Promotion

Contribute

Collaboration

Lead

Communication

Documentation
Distros

Brand

Support

Engage with Users
Engage with Industry

Social Media

Governance

Values
Neutrality

Diversity
Business Opportunities

(areas that so far
benefited from
being in the Linux
Foundation)
To succeed, a wide range of “community” and
“management” tools
need to be applied continuously
Please rate the talk
on slideshare or twitter
www.slideshare.net/xen_com_mgr/
Flickr:

Xen Project:

“Messy Apartment” by Ryo Chijiiwa

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

“The Ivory Tower” by Daniel Parks
“Desert Road 9” by LabyrinthX

“Cotton Plant” by Aileen

@xen_org

“Giant Sequoia Trees” by Raj

##xen

“Damselfly caught in sundew” by Mysserli

Other Images:
By Lars Kurth or aquired

Funnel:
talesfromthecommunity.wordpress.com

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Lars Kurth: Community Manager for Xen Project and Citrix Open Source Director

  • 1. Lars Kurth Community Manger, Xen Project Chairman, Xen Project Advisory Board Director, Open Source, Citrix lars_kurth
  • 2. 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
  • 3.
  • 4. 250000 150000 More than 1 Projects Million Today 100000 Projected 200000 50000 0 2006 2008 2010 2012 2014 Source: The 2013 Future of Open Source Survey Results
  • 5. Late 90’s Today Individuals & Hobbyist's Still about Individuals But, a majority are employees Companies have a huge stake
  • 6.
  • 7. Features How many users you have How many vendors back you How you are seen in the press … Different Management Disciplines
  • 8. can help you succeed
  • 9. Neutrality / Perception Support Infrastructure Expertise / Mentoring Vendor Network … BUT: You still need to do all the right things
  • 10.
  • 12. 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
  • 13. Four Key Issues Symptoms Consequences for Xen Fixes that were applied Effect this had (there may be others) At the end : Reflection & Tools Magnifying effect
  • 14.
  • 15. Unwritten Rules Undefined Roles Lack of Upfront Collaboration
  • 16. Hard to join the project Vendors got frustrated Hard to work with the project
  • 17. Another key vendor nearly dropped Xen Growth potential was limited early Roadmap & Release Management 1st KVM release Canonical drops Xen RedHat drops Xen in RHEL6 Technical Coordination Team Xen Governance Xen becomes LF Collaborative Project 2003 2004 2005 Developer list traffic : Q3 2003 - now 2006 2007 2008 2009 2010 2011 2012 2013
  • 18. 120 Mirage OS XAPI Xen 2003 2004 Source: Git Repos + GitDM 2005 2006 2007 2008 2009 2010 2011 2012 2013(Q3)
  • 20. 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
  • 21.
  • 22.
  • 23. Created “pain for distros” Inwards focus – Not working with upstreams (branched kernel and QEMU) – Not working with distros (users are not “our” problem) Intercommunity Friction Introvert Community Image Problem
  • 24. Linux Host support for Xen Upstream QEMU complete Linux Guest support for Xen IBM, VMware, Red Hat and Citrix Agree on PVOPS in Linux kernel Actively working with distros 2003 2004 2005 Developer list traffic : Q3 2003 - now 2006 2007 2008 2009 2010 2011 2012 2013
  • 25. Improved Relationships & Trust Xen Developers Care about Users Xen becoming easier to use Improved Image in the media and FOSS community
  • 26. 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
  • 27.
  • 28. Empty Promises Change of Guard Focus on events for the existing community only Blog Enough Papers Enough Talks Enough Communication By enough vendors 1 Person Competing Projects Excelled at Communication 2003 2004 2005 Developer list traffic : Q3 2003 - now 2006 2007 2008 2009 2010 2011 2012 2013
  • 29. 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
  • 30. Community spokespeople Events v2 Community Blog Confidence Building 2003 2004 2005 Developer list traffic : Q3 2003 - now 2006 2007 2008 2009 2010 2011 2012 2013
  • 31. Project perception has changed dramatically Neutral to positive (example: eWeek “How Xen got its Zen back”) No more Xen bashing Talks / Events / Orgs 35 30 25 20 15 10 5 0 2010 2011 2012 2013 (Q3)
  • 32. 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?
  • 33. PR Working Group Community spokespeople Events v2 Community Blog Confidence Building 2003 2004 2005 Developer list traffic : Q3 2003 - now 2006 2007 2008 2009 2010 2011 2012 2013
  • 35.
  • 37. 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
  • 38.
  • 39. 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
  • 40. 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, …
  • 42.
  • 43. Follow Industry News Follow Project News Trial Software Think of the funnel boundary as a permeable membrane, not a fixed border Adopt Software Engage with Users It can take >2 years for changes at the top of the funnel to make a difference at the bottom Engage with Industry Evangelize Customize Contribute Lead The Funnel has feedback loops: what happens at the top can affect the bottom
  • 44. Project Scope Follow Industry News E.g. Xen on ARM, Mirage OS Increase the width and thus the potential market for the project Follow Project News Trial Software Activities Attributes Events Adopt Software Control the permeability and shape of the funnel Engage with Users Some items are in your control Others - such as what the competition does - are not! Engage with Industry Evangelize Customize Contribute Lead How can we influence how the Community Funnel works?
  • 45. Follow Industry News Follow Project News Trial Software Adopt Software On-boarding Documentation Ease of Use Engage with Users Training Engage with Industry Evangelize Customize Contribute Lead Example: Factors influencing early stages of open source software adoption
  • 46. Follow Industry News Bad Press Follow Project News Trial Software Funnel becomes narrower Adopt Software More People drop out Engage with Users Engage with Industry Evangelize Example: Negative feedback loop Customize Contribute Lead Negative Feedback: vendors may stop contributing
  • 47. 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”
  • 48.
  • 49. Extend Project Scope Press Follow Industry News Event Presence Follow Project News WebSite Trial Software Ease of Use Adopt Software Evangelize Documentation Distros Getting Started Training Volunteer Programs 2011 Community Programs Customize Platforms for Self Promotion Contribute Collaboration Lead Communication Support Engage with Users Engage with Industry Social Media Governance Values Neutrality Diversity Business Opportunities Brand
  • 50. Extend + Mirage OS ARM Project Scope Press Follow Industry News Event Presence Follow Project News WebSite Trial Software Ease of Use Adopt Software Evangelize Documentation Distros Getting Started Training Volunteer Programs NOW Community Programs Customize Platforms for Self Promotion Contribute Collaboration Lead Communication Support Engage with Users Engage with Industry Social Media Governance Values Neutrality Diversity Business Opportunities Brand
  • 51. Extend + Mirage OS ARM Project Scope Press Follow Industry News Event Presence Follow Project News WebSite Trial Software Ease of Use Adopt Software Evangelize Getting Started Training Volunteer Programs NOW Community Programs Customize Platforms for Self Promotion Contribute Collaboration Lead Communication Documentation Distros Brand Support Engage with Users Engage with Industry Social Media Governance Values Neutrality Diversity Business Opportunities (areas that so far benefited from being in the Linux Foundation)
  • 52. To succeed, a wide range of “community” and “management” tools need to be applied continuously
  • 53. Please rate the talk on slideshare or twitter www.slideshare.net/xen_com_mgr/
  • 54. Flickr: Xen Project: “Messy Apartment” by Ryo Chijiiwa www.xenproject.org wiki.xenproject.org lists.xenproject.org xenbits.xenproject.org “The Ivory Tower” by Daniel Parks “Desert Road 9” by LabyrinthX “Cotton Plant” by Aileen @xen_org “Giant Sequoia Trees” by Raj ##xen “Damselfly caught in sundew” by Mysserli Other Images: By Lars Kurth or aquired Funnel: talesfromthecommunity.wordpress.com