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December 20, 2007 12:36 PM PST

Open-source Samba gets inside look at Microsoft specs

by Stephen Shankland
(Credit: Samba)

A complicated third-party arrangement means that the open-source Samba project will be able to make use of proprietary documents describing Microsoft file-sharing software.

Samba, governed by the General Public License (GPL), lets Unix or Linux servers behave like Windows machines used to share files over a network and control networked printers. But the effort has been difficult: Microsoft doesn't go out of its way to share the details of the protocols; patent infringement concerns also have appeared more than once.

On Thursday, though, the Samba team announced a deal that gets around the previous barriers. The increasingly influential Software Freedom Law Center, led by open-source legal guru Eben Moglen, established a nonprofit group called the Protocol Freedom Information Foundation. The PFIF is paying Microsoft 10,000 euros (about $14,400) for documentation that will be shared under a nondisclosure agreement (click here for a PDF of the NDA or read this Samba explanation for further details) with Samba programmers.

Those programmers are free to write code based on the documentation, though not to share the documentation itself, Samba said. And Microsoft must keep the documentation up to date.

The move is interesting for a number of reasons. For one thing, it's a concrete outcome after years of antitrust efforts that had left many Microsoft foes bitter. For another, the technological repercussions very likely will strengthen a direct Microsoft competitor. And perhaps most interesting, it illustrates the growing legal sophistication and clout of the free and open-source programming movement.

Samba leader Jeremy Allison is champing at the bit with the technical possibilities the agreement opens up for the software project.

"If you'll pardon me breaking into song: it's beginning to look a lot like Christmas," Allison said.

Among the features he expects will be added as a result of the agreement are full support for Microsoft's Active Directory, encrypted files, a better search interface, and support for "SMB2," a new version of Microsoft's Server Message Block protocol after which the Samba project took its name. SMB2 is built into Longhorn Server, which when released in 2008 will be called Windows Server 2008.

I asked Allison whether open-source code in fact reveals information in the proprietary documentation. "It does to those who can understand it. It's not revealing the actual documents, though, and that's the main thing," he said.

Why was Microsoft so willing to share the specifications now? In short, the antitrust case the European Union brought against Microsoft required the company to release interoperability information. Most recently, Microsoft agreed to share the information for a one-time fee rather than requiring a share of revenues from products--a pricing scheme that doesn't jibe well with open-source methods.

The roundabout way of getting proprietary information to an open-source project may sound abstruse, but it's actually relatively common. Companies provide information to open-source programmers under nondisclosure terms, knowing full well the coders will release open-source code that reveals at least in part how hardware works.

Indeed, one purpose of the Linux Foundation is to make sure there's an organization in place to handle NDAs. Novell programmer Greg Kroah-Hartman now runs a program that regularly does so in order to write software drivers that let Linux computers communicate with various hardware devices.

One specific case in point: Red Hat programmer David Miller has worked with Sun Microsystems to bring Linux support to its Sparc processors. "I signed an NDA with Sun that got me the documentation and allowed me to write GPL code using it, but I'm not allowed to pass on those documents to others."

What's notable about the Samba case is that it involves Microsoft, which at times has been outspoken about free and open-source software. Although the company tried to tone down earlier rhetoric that called the programming movement "un-American" and a "cancer," the company resumed the offensive this year, declaring in May that Linux and other open-source projects infringe 235 Microsoft patents. Microsoft didn't say which specific patents it believed were infringed.

The Samba agreement also specifically addresses the patent issue. Microsoft is required to make a current list of patents involved in the protocols, Samba said, letting programmers work around them.

"The patent list provides us with a bounded set of work needed to ensure non-infringement of Samba and other free-software projects that implement the protocols documented by Microsoft under this agreement," Samba said Thursday. "Any patents outside this list cannot be asserted by Microsoft against any implementation developed using the supplied documentation."

For a blow-by-blow history of Samba's attempts to get access to the Microsoft documentation, another Samba leader, Andrew Tridgell, has posted a long account at the Samba Web site.

Stephen Shankland writes about a wide range of technology and products, but has a particular focus on browsers and digital photography. He joined CNET News in 1998 and since then also has covered Google, Yahoo, servers, supercomputing, Linux and open-source software, and science. E-mail Stephen, or follow him on Twitter at http://www.twitter.com/stshank.
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FSFE on the deal
by jonasob December 20, 2007 1:10 PM PST
For completeness, here's the FSFE's take on this: http://www.fsfeurope.org/news/2007/news-20071220-01 (FSFE was the third party in front of the European Courts, representing Samba).
Reply to this comment
FSFE on the deal
by jonasob December 20, 2007 1:10 PM PST
For completeness, here's the FSFE's take on this: http://www.fsfeurope.org/news/2007/news-20071220-01 (FSFE was the third party in front of the European Courts, representing Samba).
Reply to this comment
MS should have done this years ago
by The_Decider December 20, 2007 1:25 PM PST
And not under force.

They could have saved themselves a bit of their moldy reputation and billions if they could have acted responsibly from the beginning.
Reply to this comment
Not exactly
by sal-magnone December 20, 2007 2:14 PM PST
By waiting for the market to mature and their products to saturate it they can now control it and in fact anything that people build around it.

Had they done this before hitting critical mass they wouldn't be able to maintain control.

Just watch; they'll build enough additional functionality around the revealed material that the baseline they built on will become the trivial infrastructure in the picture.

This is a regular pattern for them. They know you can't keep regulators out forever, but you can stall them so that they are regualting the wrong thing.
View reply
MS should have done this years ago
by The_Decider December 20, 2007 1:25 PM PST
And not under force.

They could have saved themselves a bit of their moldy reputation and billions if they could have acted responsibly from the beginning.
Reply to this comment
Not exactly
by sal-magnone December 20, 2007 2:14 PM PST
By waiting for the market to mature and their products to saturate it they can now control it and in fact anything that people build around it.

Had they done this before hitting critical mass they wouldn't be able to maintain control.

Just watch; they'll build enough additional functionality around the revealed material that the baseline they built on will become the trivial infrastructure in the picture.

This is a regular pattern for them. They know you can't keep regulators out forever, but you can stall them so that they are regualting the wrong thing.
View reply
What Microsoft will do next is...
by Microsoft_Facts December 20, 2007 3:34 PM PST
It shouldn't come as any surprise, but what MS will do next is;

Change the protocol Windows Server and clients use...

Intentionally break compatibility with its monthly security patches...

All in all, not live up to the terms of the agreement, placing roadblocks at every possible juncture...

This is not MS hate speaking, only a prediction with great accuracy based on consistent past behavior of Microsoft.
Reply to this comment
Higly likely
by MacHeads December 20, 2007 4:08 PM PST
I agree with you on the matter.
Actually, what they'll likely do is...
by Penguinisto December 20, 2007 4:45 PM PST
...wait'll they all get implemented, then file a lawsuit for patent violations.

Up to now, Samba has very carefully avoided this crap by sticking to IBM-built protocols (CIFS, NetBIOS). I'm willing to bet that there's more than one software patent trap in the mess that MSFT handed over...

/P
Great accuracy?
by benjwah December 20, 2007 6:11 PM PST
A prediction with great accuracy? Your full of yourself. Accuracy is determined AFTER the results bear themselves.
Anyway, sounds like MS hate speaking. Oh wait, you said it wasn't, and you have "great accuracy".
View all 2 replies
What Microsoft will do next is...
by Microsoft_Facts December 20, 2007 3:34 PM PST
It shouldn't come as any surprise, but what MS will do next is;

Change the protocol Windows Server and clients use...

Intentionally break compatibility with its monthly security patches...

All in all, not live up to the terms of the agreement, placing roadblocks at every possible juncture...

This is not MS hate speaking, only a prediction with great accuracy based on consistent past behavior of Microsoft.
Reply to this comment
Higly likely
by MacHeads December 20, 2007 4:08 PM PST
I agree with you on the matter.
Actually, what they'll likely do is...
by Penguinisto December 20, 2007 4:45 PM PST
...wait'll they all get implemented, then file a lawsuit for patent violations.

Up to now, Samba has very carefully avoided this crap by sticking to IBM-built protocols (CIFS, NetBIOS). I'm willing to bet that there's more than one software patent trap in the mess that MSFT handed over...

/P
Great accuracy?
by benjwah December 20, 2007 6:11 PM PST
A prediction with great accuracy? Your full of yourself. Accuracy is determined AFTER the results bear themselves.
Anyway, sounds like MS hate speaking. Oh wait, you said it wasn't, and you have "great accuracy".
View all 2 replies
Next "Move" By Microsoft...
by Commander_Spock December 20, 2007 6:20 PM PST
... now that the SAMBA TEAM is in the game - move the "GOAL POSTS"; and, "BECOME A MOVING TARGET"!
Reply to this comment
Next "Move" By Microsoft...
by Commander_Spock December 20, 2007 6:20 PM PST
... now that the SAMBA TEAM is in the game - move the "GOAL POSTS"; and, "BECOME A MOVING TARGET"!
Reply to this comment
What!
by giuliocesare December 20, 2007 7:31 PM PST
"The increasingly influential Software Freedom Law Center, led by open-source legal guru Eben Moglen, established a nonprofit group called the Protocol Freedom Information Foundation. The PFIF is paying Microsoft 10,000 euros (about $14,400) for documentation that will be shared under a nondisclosure agreement (click here for a PDF of the NDA or read this Samba explanation for further details) with Samba programmers."

What?!?!?!?! Microsoft is being paid to partner with open-source companies!?!? I thoguht that courts, "law foundations" like this one, and the like used force and had Microsoft pay those courts and partner. Yet now we see that a law organization is actually paying Microsoft to partner instead of Microsoft paying the law organization and partnering!
Reply to this comment
Well...
by Commander_Spock December 20, 2007 8:37 PM PST
... the "U.S. Constitution - Amendment 5" reads as follows:

"No person shall be held to answer for a capital, or otherwise infamous crime, unless on a presentment or indictment of a Grand Jury, except in cases arising in the land or naval forces, or in the Militia, when in actual service in time of War or public danger; nor shall any person be subject for the same offense to be twice put in jeopardy of life or limb; nor shall be compelled in any criminal case to be a witness against himself, nor be deprived of life, liberty, or property, without due process of law; nor shall private property be taken for public use, without just compensation".

http://www.usconstitution.net/xconst_Am5.html

You Get What You Pay For!
View reply
What!
by giuliocesare December 20, 2007 7:31 PM PST
"The increasingly influential Software Freedom Law Center, led by open-source legal guru Eben Moglen, established a nonprofit group called the Protocol Freedom Information Foundation. The PFIF is paying Microsoft 10,000 euros (about $14,400) for documentation that will be shared under a nondisclosure agreement (click here for a PDF of the NDA or read this Samba explanation for further details) with Samba programmers."

What?!?!?!?! Microsoft is being paid to partner with open-source companies!?!? I thoguht that courts, "law foundations" like this one, and the like used force and had Microsoft pay those courts and partner. Yet now we see that a law organization is actually paying Microsoft to partner instead of Microsoft paying the law organization and partnering!
Reply to this comment
Well...
by Commander_Spock December 20, 2007 8:37 PM PST
... the "U.S. Constitution - Amendment 5" reads as follows:

"No person shall be held to answer for a capital, or otherwise infamous crime, unless on a presentment or indictment of a Grand Jury, except in cases arising in the land or naval forces, or in the Militia, when in actual service in time of War or public danger; nor shall any person be subject for the same offense to be twice put in jeopardy of life or limb; nor shall be compelled in any criminal case to be a witness against himself, nor be deprived of life, liberty, or property, without due process of law; nor shall private property be taken for public use, without just compensation".

http://www.usconstitution.net/xconst_Am5.html

You Get What You Pay For!
View reply
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About Underexposed

This blog sheds light on digital photography subjects such as cameras, photo editing, and Web sites. Shankland joined CNET News in 1998 after a five-year stint as a science writer. He's a lab rat who grew up in Los Alamos, N.M., and graduated from Harvard.

Contact Stephen at Stephen.Shankland@cnet.com

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