{% extends "base_compliance.html" %}

{% block subtitle %}Copyleft Compliance Projects - {% endblock %}

{% block submenuselection %}VMwareLawsuitAppeal{% endblock %}

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<h2>The time has come to stand up for the GPL.</h2>

<p><em>In March 2015, Conservancy <a href="/news/2015/mar/05/vmware-lawsuit/">announced Christoph Hellwig's

    lawsuit against VMware in Germany</a>.  In July 2016,

    we <a href="/news/2016/aug/09/vmware-appeal/">announced that Christoph

    would appeal the lower court's ruling</a>.</p>

    Support Conservancy's and Christoph's efforts in this area

    by <a href="/supporter/">becoming a Conservancy

    supporter</a> or <a href="#donate-box" class="donate-now">donating via

    the link on the right</a>.</em></p>

<p>We were told to ask nicely and repeatedly, so we did.</p>

<p>We asked allies to help us make contact in friendly and professional

  ways.</p>

<p>Everyone asked us to give companies as many chances as possible and as

  much help as possible to comply with copyleft, so we did.</p>

<p>We've worked for years to help VMware comply with the GPL, but they

refuse. Negotiations broke down for the last time when they insisted on an 

NDA just to discuss settlement terms!</p>

<p>Christoph is among the most active developers of Linux.  As of Feburary 

19, 2015, Christoph has contributed 279,653 lines of code to the Linux kernel, 

and ranks 20th among the 1,340 developers involved in the latest 3.19 kernel 

release.  Christoph also

ranks 4th among those who have reviewed third-party source code, tirelessly

corrected and commented on other developers' contributions.  Christoph

licenses his code to the public under the terms of the GPL for practical and

ideological reasons.  VMware, a company with net revenue of over $1 billion

and over 14,000 employees, ignored Christoph's choice.  They took Christoph's

code from Linux and modified it to work with their own kernel without releasing

source code of the resulting complete work.  This is precisely the kind of

activity Christoph and other kernel developers seek to prevent by choosing

the GPL.  The GPL was written to prevent this specific scenario!</p>

<h3>This is a matter of principle.</h3>

<p>Free and open source software is everywhere and in everything; yet our

  software freedom is constantly eroded.</p>

<p>We want companies to incorporate our software into new products, but there

are a few simple rules.  Copylefted free software is so prevalent because

there's no way a company can compete without using a significant amount of

free software to bring products to market in reasonable time. They get so

much benefit from our work.  Allowing the whole community to review, use,

improve and work with the code seems very little to ask in return.  Copyleft

also ensures competitors cannot undercut those who contribute.  Without active enforcement, the GPL is

effectively no different from a non-copyleft license.</p>

<p>What point is there for companies to make sure that they're compliant if

there are no consequences when the GPL is violated? Many will continue to

ignore the rules without enforcement.  We know that there are so many

companies that willingly comply and embrace GPL as part of their business.

Some are temporarily out of compliance and need to be brought up to speed,

but willingly comply once they realize there is an issue.  Sadly, VMware sits

in the rare but infamous class of perpetually non-compliant companies. VMware

has been aware of their noncompliance for years but actively refuses to do

the right thing.  Help us do right by those who take the code in the spirit

it was given and comply with copyleft, and stop those don't.</p>

<p>We know that copyleft isn't a favorite licensing strategy for some in our

community.  Even so, this case will help bring clarity on the question of

combined and derivative works, and is essential to the future of all software

freedom.  This case deserves support from copyleft and non-copyleft free

software communities alike.</p>

<h3>Show you care</h3>

<p>Bad actors have become complacent because they think you don't care.  A

  strong show of public support for Conservancy and Christoph's position will

  help our legal case and demonstrate the interpretive context for it.

  Please <a href="#donate-box" class="donate-now">donate</a> to our campaign to enforce the GPL.  Help Conservancy

  increase its number of individual donors, so we have clear evidence to show

  bad actors that the GPL matters to the individuals in our community.

  After you <a href="#donate-box" class="donate-now">donate</a>, go and tell the world: &ldquo;Play by the rules, @VMware. I defend the #GPL with Christoph &amp; @Conservancy. #DTRTvmware  Help at https://sfconservancy.org/supporter/ &rdquo; on your blog or microblog.

  </p>

<h3>Isn't the combined works and/or derivative works question a legal grey area?</h3>

<p>We don't think so, but this case will let the court to decide that question.

Either way, it's beneficial to our entire community to find out what the

judges think.  (Check out our <a href="/copyleft-compliance/vmware-lawsuit-faq.html">FAQ to find out more

information</a>.)</p>

<p>Help us pay for this expensive lawsuit and to generally defend software

  freedom and the GPL.  Help us show the world that copyleft matters.  We are excited 

  to announce that we already reached an anonymous match for this campaign, where every dollar donated 

  was matched up to $50,000. However, that $100,000 is just an initial step

  and there is so much GPL enforcement work to do.  So, please

  donate now: by becoming <a href="/supporter/">a Conservancy Supporter</a> or

  via <a href="#donate-box" class="donate-now">donate link on the right</a>.</p>

<h3>Want To Know More?</h3>

<p>Watch the video below of Conservancy Executive Director, Karen Sandler,

  <a href="/news/2015/mar/31/libreplanet/">delivering a keynote on this topic

  at

    LibrePlanet 2015</a>:</p>

<p>

 <video controls

         preload="auto" class="video-js vjs-default-skin"

         data-setup='{"height": 276,

                      "width": 640 }'>

    <source src="https://media.libreplanet.org/mgoblin_media/media_entries/113/karen-sandler-keynote-2015.medium.webm"

              type="video/webm; codecs="vp8, vorbis""

             />

 </video>

</p>

<p>Or, read <a href="/copyleft-compliance/vmware-lawsuit-faq.html">our FAQ about

    the lawsuit</a>.</p>

{% endblock %}

{% extends "base_compliance.html" %}

{% block subtitle %}Copyleft Compliance Projects - {% endblock %}

{% block submenuselection %}VMwareLawsuitFAQ{% endblock %}

{% block content %}

<h1>Frequently Asked Questions about Christoph Hellwig's VMware Lawsuit</h1>

<p>Conservancy maintains this

  <abbr title="Frequently Asked Questions">FAQ</abbr> list regarding

  <a href="/news/2015/mar/05/vmware-lawsuit/">Christoph Hellwig's lawsuit against VMware

  in Germany over alleged GPL violations on Linux</a> as a service to the

  Free Software community, and in particular, the copyleft community.  Conservancy

  realizes this lawsuit generates many questions and interest

  from the community.  Legal counsel (both Conservancy's own, and

  Christoph's lawyer, Till Jaeger) correctly advise us to limit our public

  comments regarding specific details of the case while litigation remains

  pending in court.  Nevertheless, Conservancy, as a

  non-profit charity serving the public good, seeks to be as transparent as

  possible.  If you have additional questions you'd like to see answered

  here, please <a href="mailto:info@sfconservancy.org">email

  &lt;info@sfconservancy.org&gt;</a>, but understand that we may often need

  to answer: <q>We cannot comment on this while litigation is pending</q>.</p>

<dl>

  <dt>Who is the Plaintiff in the lawsuit?</dt>

  <dd>Christoph is one of most active developers of the Linux kernel. He has

   contributed 279,653 lines of code to the latest Linux 3.19 kernel, and

   thus ranks 20th among the 1,340 developers involved in that release.

   Christoph also ranks 4th among those who have reviewed third-party source

   code, and he has tirelessly corrected and commented on other developers'

   contributions.</dd>

  <dt id="court-documents">Are the court documents released?</dt>

  <dd>Not currently.  Court proceedings are not public by default in Germany

  (unlike in the USA).  Conservancy will continue to update this FAQ with

  information that Conservancy knows about the case.  We would all also

  welcome an agreement with VMware whereby both sides would agree to publish

  all Court documents.  Unfortunately, VMware has explicitly asked for the

  filings not to be published.   Accordingly, Conservancy itself has not

  even been able to review VMware's statement of defense nor Christoph's

  response to that statement of defense.</dd>

  <dt id="funding">Who's funding this lawsuit?</dt>

  <dd>Conservancy has engaged in a grant agreement with Christoph Hellwig for

  the purposes of pursuing this specific legal action in Germany.

  Conservancy is funding this legal action specifically as part of

  Conservancy's program activity in

  its <a href="/copyleft-compliance/about.html">GPL Compliance

  Project for Linux Developers</a>.</dd>

  <dt id="combined-and-derivative-works">Is this the Great Test Case of Combined / Derivative Works?</dt>

  <dd>This case is specifically regarding a combined work that VMware

  allegedly created by combining their own code (“vmkernel”) with

  portions of Linux's code, which was licensed only under GPLv2.  As such,

  this, to our knowledge, marks the first time an enforcement case is

  exclusively focused on this type of legal question relating to GPL.

  However, there are so many different ways to make combined and/or

  derivative works that are covered by GPL that no single case could possibly

  include all such issues. </dd>

  <dt id="why-lawsuit">Why must you file a lawsuit?  Isn't there any other way to convince

    VMware to comply with GPL?</dt>

  <dd><p>Neither Conservancy nor Christoph takes this action lightly nor without

  exhausting every other possible alternative first.  This lawsuit is the

    outgrowth of years of effort to convince VMware to comply with GPL.</p>

    <p>In October 2011, Conservancy received a GPL violation report on

  BusyBox for VMware's ESXi products.  Conservancy opened the matter in its

  usual, friendly, and non-confrontational way.  Nevertheless, VMware

  immediately referred Conservancy to VMware's outside legal counsel in the

  USA, and Conservancy negotiated with VMware's legal counsel throughout

  late 2011, 2012 and 2013.  We exchanged and reviewed

  <a title="Complete, Corresponding Source" href="https://copyleft.org/guide/comprehensive-gpl-guidech6.html#x9-470005.2.1">CCS</a> candidates, and

  admittedly, VMware made substantial and good efforts toward compliance on

  BusyBox.  However, VMware still refused to fix a few minor and one major

  compliance problem that we discovered during the process.  Namely, there

  was a major violation regarding Linux itself that ultimately became

  Christoph's key complaint in this lawsuit.</p>

 <p>Meanwhile, when Conservancy realized in late 2012 there might be a major

 Linux violation still present in VMware's ESXi products, Conservancy

 representatives sought every industry contact we had for assistance,

 including those from trade associations, companies (both competitors and

 collaborators with VMware), and everyone else we could think of who might be

 able to help us proceed with friendly negotiations that would achieve

 compliance.  While we cannot name publicly the people we asked for help

 to convince VMware to comply, they include some of the most notable

 executives, diplomats, and engineering managers in the Linux community.  No

 one was able to assist Conservancy in convincing VMware to comply with the

 GPL.  Then, in early 2014, VMware's outside legal counsel in the USA finally

 took a clear and hard line with Conservancy stating that they would not

 comply with the GPL on Linux and argued (in our view, incorrectly) that they

 were already in compliance.</p>

 <p>Conservancy in parallel informed Christoph fully of the details of the

   Linux violation on Christoph's copyrights, and based on Conservancy's

   findings, Christoph began his own investigation and confirmed

   Conservancy's compliance conclusions.  Christoph then began his own

   enforcement effort with legal representation from Till Jaeger.  Christoph has

   been unable to achieve compliance, either, through his negotiations in

   2014.  VMware's last offer was a proposal for a settlement agreement that VMware would

   only provide if Christoph signed an NDA, and Christoph chose (quite

   reasonably) not to sign an NDA merely to look at the settlement offer.</p>

 <p>Thus, this lawsuit comes after years of negotiations by Conservancy to

 achieve compliance — negotiations that ended in an outright refusal by

 VMware's lawyers to comply.  Those events were then followed by a year of

   work by Christoph and Till to achieve compliance in a separate action.</p>

 <p>Simply put, Conservancy and Christoph fully exhausted every possible

 non-litigation strategy and tactic to convince VMware to do the right thing

 before filing this litigation.</p>

  </dd>    

  <dt>What are VMware's primary defenses for their alleged copyright

    infringement?</dt>

  <dd>With the guidance of counsel, Christoph was able to provide Conservancy

  with a high-level summary of VMware's statement of defense, which we share

  in this FAQ.  Specifically, VMware's statement of defense primarily focuses

  on two issues.  First, VMware questions Christoph's copyright interest in

  the Linux kernel and his right to bring this action.  Second, VMware claims

  vmklinux is an “interoperability module” which communicates

  through a stable interface called VMK API.</dd>

  <dt>How did Christoph respond to VMware's statement of defense?</dt>

  <dd>Christoph's response discusses his extensive contributions to the Linux

  kernel and disputes the technical merits of VMware's assertions. The

  response points out that vmklinux is <strong>not</strong> an

  interoperability module, but rather an arbitrary separation of the Linux

  derived module from vmkernel.   Specifically, vmklinux is nonfunctional

  with any non-ESX OS, and vmklinux is tied intimately to a specific version

  of ESXi.  Vmklinux does not allow reuse of unmodified Linux drivers in

  binary or source form.  Christoph further points out that if the Court

  allows proprietarization of an arbitrary split portion of GPL'd computer

  programs, it could allow redistributors to trivially bypass the strong

  copyleft terms found in the GPL.  Finally, the response explains that

  vmkernel and vmklinux don't “communicate over an interface”,

  rather they run in the same process as a single computer program.  Thus,

  VMK API, as used by vmklinux, is not an “interface” as set

  forth in

  the <a href="http://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32009L0024&from=EN">EU

      Directive 2009/24/EC</a>.</dd>

  <dt id="tech">Can you explain further how VMware incorporated code from Linux into

  their kernel?</dt>

  <dd>

  <p id="diagram">

    Conservancy prepared this diagram to show the technical situation as we

    understand it.  The diagram compares the technical architecture of a full,

    running Linux kernel with a full, running VMware kernel:

    <p>

      <a href="/copyleft-compliance/linux-vs-vmkernel_en.png">

    <img class="inside-faq" alt="[Diagram of Linux and VMware running kernels]" src="/copyleft-compliance/linux-vs-vmkernel_en_scaled.png" /></a>

    </p>

    <p>If you want to download the diagram, it's available

    in <a href="/copyleft-compliance/linux-vs-vmkernel_en.svg">SVG

    (English)</a>, <a href="/copyleft-compliance/linux-vs-vmkernel_en.png">PNG

    (English)</a>, <a href="/copyleft-compliance/linux-vs-vmkernel_de.svg">SVG

    (German)</a>, and <a href="/copyleft-compliance/linux-vs-vmkernel_de.png">PNG

    (German)</a>.</p>

  </dd>

  <dt>Can you explain further in words (rather than a picture) about the central

  component in ESXi that the lawsuit alleges violates the GPL?</dt>

<dd>

    <p>The GPL violation at issue involves VMware's ESXi product.

    Conservancy independently reviewed ESXi 5.5 and its incomplete

      <abbr title="complete, corresponding source">CCS</abbr>

    release as part of our GPL enforcement efforts described above.</p>

    <p>Conservancy's preliminary investigation indicated that the operating

    system kernel of VMware ESXi product consists of three key components:

        <ul>

          <li> the proprietary component &ldquo;vmkernel&rdquo;, which is

            released in binary form only,</li>

            <li>the kernel module &ldquo;vmklinux&rdquo;, which contains modified Linux

Code, and for which (at least some) source code is provided.

            <li>other kernel modules with device drivers, most of which are

            modified Linux drivers, and for which (at least some) source code

              is provided.</li>

        </ul>

    <p>Conservancy examined the incomplete CCS alongside the

           binary “vmkernel” component.  Such examination indicates that functions

           in “vmkernel” do make function calls to Linux's kernel code

      in the usual way for a single program written in C.</p></dd>

    <dt>Doesn't VMware's &ldquo;shim layer&rdquo; insulate them from GPL

    obligations and allow them to keep certain code in their kernel

    proprietary?</dt>

{% extends "base_conservancy.html" %}

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<h3>Support Compliance Now!</h3>

<p>

  To support our copyleft compliance work,

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<p><span class="donate-box-highlight">Donate now via PayPal:</span>

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         <div id="sidebar" class="{% block submenuselection %}other{% endblock %}">

            <h2>Our Copyleft {% block category %}Compliance{% endblock %} Projects</h2>

            <ul>

            <li class="AboutCompliance"><a href="/copyleft-compliance/about.html">About</a></li>

            <li class="CopyleftPrinciples"><a href="/copyleft-compliance/principles.html">Principles of Community-Oriented GPL Enforcement</a></li>

            <li class="VMwareLawsuitAppeal"><a href="/copyleft-compliance/vmware-lawsuit-appeal.html">Stand Up For GPL!</a></li>

            <li><a href="/news/2015/mar/05/vmware-lawsuit/">VMware Lawsuit: Original Press Release</a></li>

            <li><a href="/news/2016/aug/09/vmware-appeal/">VMware Lawsuit: Announcement of Appeal</a></li>

            <li class="VMwareLawsuitFAQ"><a href="/copyleft-compliance/vmware-lawsuit-faq.html">

                <abbr title="Frequently Asked Questions">FAQ</abbr> on VMware Lawsuit</a></li>

            <li class="VMwareCodeSimilarity"><a href="/copyleft-compliance/vmware-code-similarity.html">VMware's &amp; Christoph's Code Similarity Analysis</a></li>

            <li class="CopyleftOrg"><a href="https://copyleft.org/">copyleft.org</a></li>

            </ul>

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