We'll see | Matt Zimmerman

For me, the most enjoyable part of traveling is the inspiration that I derive from visiting different places, talking to people, and generally being outside of my normal environment. This bank holiday weekend, when so many Londoners visit faraway lands, my partner and I stayed in London instead, and my sought inspiration closer to home. The city has been delightfully quiet, and in contrast to the preceding week, the weather was mostly pleasant, apart from the sudden downpours the BBC described as “squally showers”.

We spent Saturday afternoon in Richmond Park, a 2500-acre nature preserve easily accessible via public transport from London. The plentiful oak trees, fallow deer, and various species of water fowl made it easy to forget the city for a while. Having visited a few times on foot, I think it would be fun to cycle next time, and see different areas of the park.

Afterward, we had dinner at a tapas restaurant in Parsons Green which offered notably excellent service as well as good food. By this time, it was nearly 7:00pm, and we took a chance on getting last-minute theatre tickets to see Jeff Goldblum and Mercedes Ruehl in Neil Simon’s The Prisoner of Second Avenue. We arrived at the theatre just in time for the show, which was not sold out, and in fact had quite reasonable seats available. The show had several good laughs, holding up fairly well after nearly 40 years since the original Broadway production.

On Sunday, we visited the Design Museum for the first time. Having been disappointed by the nearby Fashion and Textile Museum, our expectations were not too high, but it turned out to be very worthwhile. The Brit Insurance Designs of the Year exhibition showcased designs from architecture, fashion, furniture, transport and more. Some of my favorites were:

• Pachube, a system for sharing real-time sensor data and fostering a community around its uses
• Grassworks, a line of flat-pack, self-assembled furniture constructed entirely from bamboo, without glue or fasteners
• The Gocycle, a lightweight (16kg) electric bicycle for city dwellers
• The Eyewriter, a low-cost eye tracking system powered by open source software
• The Land Glider, a small (1×3 meters), enclosed electric vehicle which maintains stability by leaning into turns
• Analog Digital, a clock which is operated by a person covering and revealing segments using paint
• BMW GINA, a fabric-skinned shape-shifting car concept

I was delighted to see that there were a half dozen or so exhibits which related to open source software.

Even including the theatre tickets, it was a very inexpensive holiday compared to traveling overseas, and generated a lot less CO2. I was more than satisfied with the inspiration available within a relatively small radius. I don’t think I’ll give up traveling, as I really enjoy seeing friends who live far away, but I think I’ll be more inclined to stay home during peak travel times and enjoy local activities.

DebConf continued until Saturday, but Friday the 6th was my last day as I left New York that evening. I’m a bit late in getting this summary written up.

Making Debian Rule, Again (Margarita Manterola)

Marga took a bold look at the challenges facing Debian today. She says that Debian is perceived to be less innovative, out of date, difficult to use, and shrinking as a community. She called out Ubuntu as the “elephant in the room”, which is “‘taking away’ from Debian.” She insists that she is not opposed to Ubuntu, but that nonetheless Ubuntu is to some extent displacing Debian as a focal point for newcomers (both users and contributors).

Marga points out that Debian’s work is still meaningful, because many users still prefer Debian, and it is perceived to be of higher quality, as well as being the essential basis for derivatives like Ubuntu.

She conducted a survey (about 40 respondents) to ask what Debian’s problems are, and grouped them into categories like “motivation” and “communication” (tied for the #1 spot), “visibility” (#3, meaning public awareness and perception of Debian) and so on. She went on to make some suggestions about how to address these problems.

On the topic of communication, she proposed changing Debian culture by:

• Spreading positive messages, celebrating success
• Thanking contributors for their work
• Avoiding escalation by staying away from email and IRC when angry
• Treating every contributor with respect, “no matter how wrong they are”

This stimulated a lot of discussion, and most of the remaining time was taken up by comments from the audience. The video has been published, and offers a lot of insight into how Debian developers perceive each other and the project. She also made suggestions for the problems of visibility and motivation. These are crucial issues for Debian devotees to be considering, and I applaud Marga for her fortitude in drawing attention to them. This session was one of the highlights of this DebConf, and catalyzed a lot of discussion of vital issues in Debian.

Following her talk, there was a further discussion in the hallway which included many of the people who commented during the session, mostly about how to deal with problematic behavior in Debian. Although I agreed with much of what was said, I found it a bit painful to watch, because (ironically) this discussion displayed several of the characteristic “people problems” that Debian seems to have:

• Many people had opinions, and although they agreed on many things, agreement was rarely expressed openly. Sometimes it helps a lot to simply say “I agree with you” and leave it at that. Lending support, rather than adding a new voice, helps to build consensus.
• People waited for their turn to talk rather than listening to the person speaking, so the discussion didn’t build momentum toward a conclusion.
• The conversation got louder and more dense over time, making it difficult to enter. It wasn’t argumentative; it was simply loud and fast-paced. This drowned out people who weren’t as vocal or willful.
• Even where agreement was apparent, there was often no clear action agreed. No one had responsibility for changing the situation.

These same patterns are easily observed on Debian mailing lists for the past 10+ years. I exhibited them myself when I was active on these lists. This kind of cultural norm, once established, is difficult to intentionally change. It requires a fairly radical approach, which will inevitably mean coping with loss. In the case of a community, this can mean losing volunteer contributors cannot let go of this norm, and that is an emotionally difficult experience. However, it is nonetheless necessary to move forward, and I think that Debian as a community is capable of moving beyond it.

Juxtaposition

Given my history with both Debian and Ubuntu, I couldn’t help but take a comparative view of some of this. These problems are not new to Debian, and indeed they inspired many of the key decisions we made when founding the Ubuntu project in 2004. We particularly wanted to foster a culture which was supportive, encouraging and welcoming to potential contributors, something Debian has struggled with. Ubuntu has been, quite deliberately, an experiment in finding solutions to problems such as these. We’ve learned a lot from this experiment, and I’ve always hoped that this would help to find solutions for Debian as well.

Unfortunately, I don’t think Debian has benefited from these Ubuntu experiments as much as we might have hoped. A common example of this is the Ubuntu Code of Conduct. The idea of a project code of conduct predates Ubuntu, of course, but we did help to popularize it within the free software community, and this is now a common (and successful) practice used by many free software projects. The idea of behavioral standards for Debian has been raised in various forms for years now, but never seems to get traction. Hearing people talk about it at DebConf, it sometimes seemed almost as if the idea was dismissed out of hand because it was too closely associated with Ubuntu.

I learned from Marga’s talk that Enrico Zini drafted a set of Debian Community Guidelines over four years ago in 2006. It is perhaps a bit longand structured, but is basically excellent. Enrico has done a great job of compiling best practices for participating in an open community project. However, his document seems to be purely informational, without any official standing in the Debian project, and Debian community leaders have hesitated to make it something more.

Perhaps Ubuntu leaders (myself included) could have done more to nurture these ideas in Debian. At least in my experience, though, I found that my affiliation with Ubuntu almost immediately labeled me an “outsider” in Debian, even when I was still active as a developer, and this made it very difficult to make such proposals. Perhaps this is because Debian is proud of its independence, and does not want to be unduly influenced by external forces. Perhaps the initial “growing pains” of the Debian/Ubuntu relationship got in the way. Nonetheless, I think that Debian could be stronger by learning from Ubuntu, just as Ubuntu has learned so much from Debian.

Closing thoughts

I enjoyed this DebConf very much. This was the first DebConf to be hosted in the US, and there were many familiar faces that I hadn’t seen in some time. Columbia University offered an excellent location, and the presentation content was thought-provoking. There seemed to be a positive attitude toward Ubuntu, which was very good to see. Although there is always more work to do, it feels like we’re making progress in improving cooperation between Debian and Ubuntu.

I was a bit sad to leave, but was fortunate enough to meet up with Debian folk during my subsequent stay in the Boston area as well. It felt good to reconnect with this circle of friends again, and I hope to see you again soon.

Looking forward to next year’s DebConf in Bosnia…

Today was the first day of DebConf proper, where all of the sessions were aimed at project participants.

Bits from the DPL (Stefano Zacchiroli)

Stefano delivered an excellent address to the Debian project. As Project Leader, he offered a perspective on how far Debian has come, raised some of the key questions facing Debian today, and challenged the project to move forward and improve in several important ways.

He asked the audience: Is Debian better than other distributions? Is Debian still relevant? Why/how?

Having asked this question on identi.ca and Twitter recently, he presented a summary. There was a fairly standard list of technical concerns, but also:

• A focus on quality, as defined by Debian’s highly modular approach. Each package maintainer is an expert on the software they package, and Debian as a whole offers a superior repository of packages.
• The principles of software freedom, as embodied in Debian’s Social Contract. The Debian community’s current interpretation is a purist one, and Stefano cited the elimination of non-free firmware as a milestone in the upcoming Squeeze release. I wonder, though, how many of the audience, tapping away on WiFi-connected laptops, were able to do so without such firmware.
• The project’s independent status, supported by donations and volunteers, which empowers it to make its own decisions, free of external impositions.
• Debian’s ability to make decisions, as embodied in the constitution. This happens mostly through do-ocracy (individuals are empowered to decide questions concerning their own work), though larger scope issues are decided democratically. This one evoked a bit of a chuckle, as decision making in Debian is not always perceived as fully effective.

He pointed out some areas which we would like to see improve, including:

• Developers accepting shared responsibility for the release as a whole. Making one’s own packages ready for release is necessary, but not sufficient. He cited evidence that the culture around NMUs is changing: historically, due to the do-ocratic system mentioned above, Debian developers have been somewhat territorial about their packages, and non-maintainer uploads were seen as stepping on their toes. However, recent experiments have indicated that this may no longer be the case, and Stefano encouraged more developers to help each other through NMUs.
• When making decisions, we should seek consensus, not unanimity. In a project with thousands of contributors, whose operations are open to the public, there will never be unanimous support for a proposal, and seeking unanimity leads to stalled decisions.
• In order to gain more contributors, Debian needs to welcome new and inexperienced contributors, as well as users (who can grow into contributors. He suggested reaching out to derivatives to find more of both. He decried the conventional wisdom that a “thick skin” should be a prerequisite for joining the project, pointing out that this attitude simply leads to fewer contributors. This point was met with applause by the DebConf audience.

All in all, I thought this was an accurate, timely and inspirational message for the project, and the talk is worth watching for any current or prospective contributor to Debian.

Debian Policy BoF (Russ Albery)

Russ facilitated a discussion about the Debian policy document itself and the process for managing it. He has recently put in a lot of time working on the backlog (down from 160+ to 120), but this is not sustainable for him, and help is needed.

There was a wide-ranging discussion of possible improvements including:

• Editing the policy manual so that it is more readable start to finish as a document, rather than a reference
• Creating a closer linkage between lintian and the policy manual, so that best practices from lintian get documented, and policy changes are accompanied by new checks
• Separating the normative and informative parts of the policy manual

There was also some discussion in passing of the long-standing confusion (presumably among people new to the project) with regard to how policy is established. In Debian, best practices are first implemented in packages, then documented in policy (not the reverse). Sometimes, improvements are suggested at the policy level, when they need to start elsewhere. I’m not very familiar with how the policy manual is maintained at present, but listening to the discussion, it sounded like it might help to extend the process to include the implementation stage. This would allow standards improvements to be tracked all the way through from concept, to implementation, to documentation.

The Java Packaging Nightmare (Torsten Werner)

Torsten described the current state of Java packaging in Debian and the general problems involved, including licensing issues, build system challenges (e.g. maven) and dependency management. His slides were information-dense, so I didn’t take a lot of notes.

His presentation inspired a lively discussion about why upstream developers of Java applications and libraries often do not engage with Debian. Suggested reasons included:

• They are not interested in Linux as a target platform
• Although their code is released under a free license, they are not interested in meeting Debian standards for freedom and license correctness
• They use Java because it is cross-platform, and so do not want to concern themselves with platform-specific issues
• Because Java applications are easy to download and run manually, they perceive relatively little value in the Debian packaging system

Collaboration between Ubuntu and Debian (Jorge Castro)

Jorge talked about the connections between Debian and Ubuntu, how people in the projects perceive each other, and how to foster good relationships between developers.

He talked about past efforts to quantify collaboration between the projects, but the focus is now on building personal relationships. There were many good questions and comments afterward, and I’m looking forward to the Debian derivatives BoF session tomorrow to get into more detail.

Tonight is the traditional wine and cheese party. When this tradition started, I was one of just a handful of people in a room with some cheese and paper plates, but it’s now a large social gathering with contributions of cheese and wine from around the world. I’m looking forward to it.

This week, I am attending DebConf 10 at Columbia University in New York.

The first day of DebConf is known as Debian Day. While most of DebConf is for the benefit of people involved in Debian itself, Debian Day is aimed at a wider audience, and invites the public to learn about, and interact with, the Debian project.

These are the talks I attended.

Debian Day Opening Plenary (Gabriella Coleman, Hans-Christoph Steiner)

Hans-Christoph discussed Debian and free software from a big picture perspective: why software freedom matters, challenging the producer/consumer dichotomy, how the Debian ecosystem hangs together, and so on.

Steps to adopting F/OSS in government (Andy Oram)

Andy discussed FLOSS adoption in governments, drawing on examples from Peru, the city of Munich, the state of Massachusetts. He covered the reasons why this is valuable, the relationship between government transparency and software freedom, and practical advice for successful adoption and deployment.”

Pedagogical Freedom (panel, Jonah Bossewitch et al)

The panelists discussed the use of technology in education, especially free software, some of the parallels between free software and education, and what these communities could learn from each other. This is a promising topic, though the perspectives seemed to be mostly from the education realm. There is much to be learned on both sides.

Google Summer of Code 2010 at Debian (Obey Arthur Liu)

This talk covered the student projects for this year’s Summer of Code. Most of the students were in attendance, and presented their own work. They ranged from more specialized projects like the Hurd installer, to core infrastructure improvements like multi-arch in APT.

Beyond Sharing: Open Source Design (Mushon Zer-Aviv)

Mushon gave an excellent talk on open design. This is a subject I’ve thought quite a bit about, and Asheesh validated many of my conclusions from a different angle. I’ve added a new post to my todo list to go into more detail on this subject.

Some points from his talk which resonated with me:

• When collaborating on code, everyone must reason with one collaborator: the computer. This forces a level playing field and a common encoding.
• Collaborating on other types of creative work is more difficult in part because of the differences encoding/decoding information between different individuals
• Making this easier for design work requires improving motivational factors and language as well as tools and processes
• Many design decisions are actually rational, and are compatible with a group consensus project. Too often, I hear that design can’t be done collaboratively, citing “too many cooks in the kitchen” analogies, but I have never believed it.
• Mushon’s own project, shiftspace.org, seems to be a browser-plugin-based system for collaboratively remixing web applications. I haven’t looked at it yet.
• Leadership and openness are not mutually exclusive. This is another pet peeve of mine, and there are so many examples of open leadership in the free software community that I don’t see how anyone can think otherwise.
• Mushon’s presentation is available in revision control so that it can be freely used and improved

How Government can Foster Freedom in Technology (Hon. Gale Brewer)

Councillor Brewer paid a visit to DebConf to tell us about the work she is doing on the city council to promote better government through technology.

Brewer seems to be a strong advocate of open data, saying essentially that all government data should be public. She summarized a bill to mandate that New York City government data be public, shared in raw form using open standards, and kept up to date. It sounded like a very strong move which would encourage third party innovation around the data.

She also discussed the need for greater access to computers and Internet connectivity, particularly in educational settings, and a desire to to have all public hearings and meetings shared online.

Why is GNU/Linux Like a Player Piano? (Jon Anderson Hall, Esq.)

Jon is a very engaging speaker. He drew parallels between the development of player pianos, reproducing pianos, reed organs, pipe organs…and free software. He even tied in Hedi Lamarr’s work which led to spread spectrum wireless technology. To be quite honest, I did not find that these analogies taught me much about either free software or player pianos, but nonetheless, I couldn’t help but take an interest in what he was saying and how he presented it.

DebConf Opening Plenary (Gabriella Coleman)

Biella and company explained all the ins and outs of the event: where to go, what to do (and not do), and most importantly, whom to thank for all of it. Now in its 11th year, DebConf is an impressively well-run conference.

I’m looking forward to the rest of the week!

The web offers a compelling platform for developing modern applications. How can free software benefit more from web technology, and at the same time promote more software freedom on the web? What would the world be like if FLOSS web applications were as plentiful and successful as traditional FLOSS applications are today?

Web architecture

The web, as a collection of interlinked hypertext documents available on the Internet, has been well established for over a decade. However, the web as an application architecture is only just hitting its stride. With modern tools and frameworks, it’s relatively straightforward to build rich applications with browser-oriented frontends and HTTP-accessible backends.

This architecture has its limitations, of course: browser compatibility nightmares, limited offline capabilities, network latency, performance challenges, server-side scalability, complicated multimedia story, and so on. Most of these are slowly but surely being addressed or ameliorated as web technology improves.

However, for a large class of applications, these limitations are easily outweighed by the advantages: cross-platform support, instantaneous upgrades, global availability, etc. The web enables developers to reach the largest audience of users with the most compelling functionality, and simplifies users’ lives by giving them immediate access to their digital lives from anywhere.

Some web advocates would go so far as to say that if an application can be built for the web, it should be built for the web because it will be more successful. It’s no surprise that new web applications are being developed at a staggering rate, and I expect this trend to continue.

So what?

This trend represents a significant threat, and a corresponding opportunity, to free software. Relatively few web applications are free software, and relatively few free software applications are built for the web. Therefore, the momentum which is leading developers and users to the web is also leading them (further) away from free software.

Traditionally, pragmatists have adopted free software applications because they offered immediate gratification: it’s much faster and easier to install a free software application than to buy a proprietary one. The SaaS model of web applications offers the same (and better) immediacy, so free software has lost some of its appeal among pragmatists, who instead turn to proprietary web applications. Why install and run a heavyweight client application when you can just click a link?

Many web applications—perhaps even a majority—are built using free software, but are not themselves free. A new generation of developers share an appreciation for free software tools and frameworks, but see little value in sharing their own software. To these developers, free software is something you use, not something you make.

Free software cannot afford to ignore the web. Instead, we should embrace the web more completely, more powerfully, and more effectively than proprietary systems do.

What would that look like?

In my view, a FLOSS client platform which fully embraced the web would:

• treat web applications as first-class citizens. The web would not be just another application, represented by a browser, but more like a native application runtime. Web applications could feel much more “native” while still preserving the advantages of a web-style user experience. There would be no web browser: that’s a tool for legacy systems to run web applications within a compatibility environment.
• provide a seamless experience for developers to build web applications. It would be as fast and easy to develop a trivial client/server web application as it is to write “Hello, world!” in PyGTK using Quickly. For bonus points, it would be easy to develop and run web applications locally, and then deploy directly to a PaaS or IaaS cloud.
• empower the user to manage their applications and data regardless of where they are hosted. Traditional operating systems act as a connecting fabric for local applications, providing a shared namespace, file store and IPC mechanisms, but web applications are lacking this. The web’s security model requires that applications are thoroughly sandboxed from each other, but a mediating operating system could connect them in meaningful ways, just as web browsers store cookies and passwords for various websites while protecting them from each other.

Imagine a world where free web applications are as plentiful and malleable as free native applications are today. Developers would be able to branch, test and submit patches to them.

What about Chrome OS?

Chrome OS is a step in the right direction, but doesn’t yet realize this vision. It’s a traditional operating system which is stripped down and focused on running one application (a web browser) very, very well. In some ways, it elevates web applications to first-class status, though its paradigm is still fundamentally that of a web browser.

It is not designed for development, but for consuming the web. Developers who want to create and deploy web applications must use a more traditional operating system to do so.

It does not put the end user in control. On the contrary, the user is almost entirely dependent on SaaS applications for all of their needs.

Although it is constructed using free software, it does not seem to deliver the principles or benefits of software freedom to the web itself.

How?

Just as free software was bootstrapped on proprietary UNIX, the present-day web is fertile ground for the development of free web applications. The web is based on open standards. There are already excellent web development tools, web application frameworks and server software which are FLOSS. Leading-edge web browsers like Firefox and Chrome/Chromium, where much web innovation is happening today, are already open source.

This is a huge head start toward a free web. I think what’s missing is a client platform which catalyzes the development and use of FLOSS web applications.

Today, virtually all of the free software available can be found in packaged form in distributions like Debian and Ubuntu. Users of these distributions have access to a library of thousands of applications, ranging from trivial to highly sophisticated software systems. Developers can find a vast array of programming languages, tools and libraries for constructing new applications.

This is possible because we have a mature system for turning free software components into standardized modules (packages). Some software is more difficult to package and maintain, and I’m occasionally surprised to find something very useful which isn’t packaged yet, but in general, the software I want is packaged and ready before I realize I need it. Even the “long tail” of niche software is generally packaged very effectively.

Thanks to coherent standards, sophisticated management tools, and the principles of software freedom, these packages can be mixed and matched to create complete software stacks for a wide range of devices, from netbooks to supercomputing clusters. These stacks are tightly integrated, and can be tested, released, maintained and upgraded as a unit. The Debian system is unparalleled for this purpose, which is why Ubuntu is based on it. The vision, for a free software operating system which is highly modular and customizable, has been achieved.

Rough edges

This is a momentous achievement, and the Debian packaging system fulfills its intended purpose very well. However, there are a number of areas where it introduces friction, because the package model doesn’t quite fit some new problems. Most of these are becoming more common over time as technology evolves and changes shape.

• Embedded systems need to be pared down to the essentials to minimize storage, distribution, computation and maintenance costs. Standardized packaging introduces excessive code, data and interdependency which make the system larger than necessary. Tight integration makes it difficult to bootstrap the system from scratch for custom hardware. Projects like Embedded Debian aim to adapt the Debian system to be more suitable for use in these environments, to varying degrees of success. Meanwhile, smart phones will soon become the most common type of computer globally.
• Data, in contrast to software, has simple requirements. It just needs to be up to date and accessible to programs. Packaging and distributing it through the standardized packaging process is awkward, doesn’t offer tangible benefits, and introduces overhead. There have been extensive debates in Debian about how to handle large data sets. Meanwhile, this problem is becoming increasingly important as data science catalyzes a new wave of applications.
• Client/server and other types of distributed applications are notoriously tricky to package. The packaging system works within the context of a single OS instance, and so relationships which span multiple OS instances (e.g. a server application which depends on a database running on another server) are not straightforward. Meanwhile, the web has become a first-class application development platform, and this kind of interdependency is extremely common on both clients and servers.
• Cross-platform applications such as Firefox, Chromium and OpenOffice.org have long struggled with packaging. In order to be portable, they tend to bundle the components they depend on, such as libraries. Packagers strive for normalization, and want these applications to use the packaged versions of these libraries instead. Application developers build, test and ship one set of dependencies, but their users receive a different stack when they use the packaged version of the application. Developers on both sides are in constant tension as they expect their configuration to be the canonical one, and want it to be tightly integrated. Cross-platform application developers want to provide their own, application-specific cross-platform update mechanism, while distributions want to use the same mechanism for all their components.
• Virtual appliances aim to combine application and operating system into a portable bundle. While a modular OS is definitely called for, appliances face some of the same problems as embedded systems as they need to be minimized. Furthermore, the appliance becomes a component in itself, and requires metadata, distribution mechanisms and so on. If someone wants to “install” a virtual appliance, how should that work? Packaging them up as .debs doesn’t make much sense for the same reasons that apply to large data sets. I haven’t seen virtual appliances really taking off, but I expect cloud to change that.
• Runtime libraries for languages such as Perl, Python and Ruby provide their own packaging systems, which manage dependencies and other metadata, installation, upgrades and removal in a standardized way. Because these operate independently of the OS package manager, all sorts of problems arise. Projects such as GoboLinux have attempted to tie them together, to varying degrees of success. Meanwhile, each new programming language we invent comes with a different, incompatible package manager, and distribution developers need to spend time repackaging them into their preferred format.

Why are we stuck?

I suppose it is tempting, if the only tool you have is a hammer, to treat everything as if it were a nail.
– Abraham Maslow

The packaging ecosystem is very strong. Not only do we have powerful tools for working with packages, we also benefit from packages being a well-understood concept, and having established processes for developing, exchanging and talking about them. Once something is packaged, we know what it is and how to work with it, and it “fits” into everything else. So, it is tempting to package everything in sight, as we already know how to make sense of packages. However, this may not always be the right tool for the job.

Various attempts have been made to extend the packaging concept to make it more general, for example:

• Portage, of Gentoo fame, offers impressive flexibility by building packages with a custom configuration, tailored for the needs of the target system.
• Conary, from rPath, offers finer-grained dependencies, powerful revision control and object-oriented build recipes.
• Nix provides a consistent build and runtime environment, ensuring that programs are run with the same dependencies used to build them, by keeping the relevant versions installed. I don’t know much about it, but it sounds like all dependencies implicitly refer to an exact version.

Other package managers aim to solve a specific problem, such as providing lightweight package management for embedded systems, or lazy dependency installation, or fixing the filesystem hierarchy. There is a long list of package managers of various levels which solve different problems.

Most of these systems suffer from an important fundamental tradeoff: they are designed to manage the entire system, from the kernel through applications, and so they must be used wholesale in order to reap their full benefit. In other words, in their world, everything is a package, and anything which is not a package is out of scope. Therefore, each of these systems requires a separate collection of packages, and each time we invent a new one, its adherents set about packaging everything in the new format. It takes a very long time to do this, and most of them lose momentum before a mature ecosystem can form around them.

This lock-in effect makes it difficult for new packaging technologies to succeed.

Divide and Conquer

No single package management framework is flexible enough to accommodate all of the needs we have today. Even more importantly, a generic solution won’t account for the needs we will have tomorrow. I propose that in order to move forward, we must make it possible to solve packaging problems separately, rather than attempting to solve them all within a single system.

• Decouple applications from the platform. Debian packaging is an excellent solution for managing the network of highly interdependent components which make up the core of a modern Linux distribution. It falls short, however, for managing the needs of modern applications: fast-moving, cross-platform and client/server (especially web). Let’s stop trying to fit these square pegs into round holes, and adopt a different solution for this space, preferably one which is comprehensible and useful to application developers so that they can do most of the work.
• Treat data as a service. It’s no longer useful to package up documentation in order to provide local copies of it on every Linux system. The web is a much, much richer and more effective solution to that problem. The same principle is increasingly applicable to structured data. From documents and contacts to anti-virus signatures and PCI IDs, there’s much better data to be had “out there” on the web than “down here” on the local filesystem.
• Simplify integration between packaging systems in order to enable a heterogeneous model. When we break the assumption that everything is a package, we will need new tools to manage the interfaces between different types of components. Applications will need to introspect their dependency chain, and system management tools will need to be able to interrogate applications. We’ll need thoughtfully designed interfaces which provide an appropriate level of abstraction while offering sufficient flexibility to solve many different packaging problems. There is unarguably a cost to this heterogeneity, but I believe it would easily outweigh the shortcomings of our current model.

But I like things how they are!

We don’t have a choice. The world is changing around us, and distributions need to evolve with it. If we don’t adapt, we will eventually give way to systems which do solve these problems.

Take, for example, modern web browsers like Firefox and Chromium. Arguably the most vital application for users, the browser is coming under increasing pressure to keep up with the breakneck pace of innovation on the web. The next wave of real-time collaboration and multimedia applications relies on the rapid development of new capabilities in web browsers. Browser makers are responding by accelerating deployment in the field: both aggressively push new releases to their users. A report from Google found that Chrome upgrades 97% of their users within 21 days of a new release, and Firefox 85% (both impressive numbers). Mozilla recently changed their maintenance policies, discontinuing maintenance of stable releases and forcing Ubuntu to ship new upstream releases to users.

These applications are just the leading edge of the curve, and the pressure will only increase. Equally powerful trends are pressing server applications, embedded systems, and data to adapt as well. The ideas I’ve presented here are only one possible way forward, and I’m sure there are more and better ideas brewing in distribution communities. I’m sure that I’m not the only one thinking about these problems.

Whatever it looks like in the end, I have no doubt that change is ahead.

Like you, dear Internet readers, I have no shortage of reading material. I have ready access to more engaging, high quality, informative and relevant information than I can possibly digest. Every day, I have to choose what to read, and what to pass by. This seems like an important thing to do well, and I wonder if I do a good enough job of it. This is just one example of a larger breadth/depth problem, but I’m finding the general problem difficult to stomach, so I’m focusing on reading for the moment.

These are my primary sources of reading material on a day-to-day basis:

• Email – I read everything which is addressed to me personally. I don’t reply to all of it, and my reply time can vary greatly, but I am able to keep up with reading it, and I consider it important to do so. I am still subscribed to a selection of mailing lists, but I find them increasingly awkward to manage. There are a few which I scan on a daily basis, but most of them I process in batches when I’m offline and traveling. I’m subscribed to far fewer mailing lists than I was five years ago, though I feel they are still the most effective online discussion facility available. I find myself doing more and more discussing in real-time on IRC and by phone rather than by email.
• Blogs – I subscribe to a few big aggregators and a random sampling of individual blogs. Most of them I scan rather than read. I do most of this offline, while in transit, and so I don’t tend to follow links unless they’re promising enough to save for later. I’ve recently stopped trying to “keep up” (scan every post) on most of them, and instead just “sample” whatever is current at the time. It feels like turning on a television, flipping through all of the channels, and turning it off again. Even when I do find something which I feel is worth reading, it’s hard for me to focus my attention after a long session of scanning. I do find a lot of good stuff this way, but I’m pretty dissatisfied with the overall experience. I never feel like I’m looking in the right places.
• Shared links – I share my own links publicly, and follow those shared by friends and acquaintances. I do this with multiple groups of people who don’t connect directly, and pass items back and forth between those groups. I place an increasingly high priority on reading items which are shared by people I know, more than on trying to follow the original sources, because the signal-to-noise ratio is so good: my personal network acts as a pretty good filter for what will interest me. I have the nagging feeling that I need to maintain a balance here, though. If I read mostly what other people are sending me, I feel like I’m living in a bubble of like-minded people and fear that I’ll lose perspective.
• News – I read hardly any “proper” news. I don’t subscribe to any newspapers, and generally don’t read the online versions either. I do read articles which are shared by people in my network. Traditional media never seems to have the right scope for me. There may be particular journalists, or particular topics I’d like to follow, but news outlets simply don’t group their content in a way which fits my mind.
• Books – Remember these? My diet of books has shrunk drastically since I started reading more online media. Devoting my full attention to a book just doesn’t feel as energizing as it used to. I hesitate at the prospect of sinking so many hours into a book, only to decide that it wasn’t worthwhile, or worse, to forget what I learned as I’m bombarded by bite-sized, digestible tidbits from the Internet. I feel sad about losing the joy of reading I once had, and want to find a way to reintegrate books into my regular diet.

How do you decide what to read, and what not to read? How does your experience differ between your primary information sources? How have you tried to improve?

DevOps

I first heard about DevOps from Lindsay Holmwood at linux.conf.au 2010. Since then, I’ve been following the movement with interest. It seems to be about cross-functional involvement in software teams, specifically between software development and system administration (or operations). In many organizations, especially SaaS shops, these two groups are placed in opposition to each other: developers are driven to deliver new features to users, while system administrators are held accountable for the operation of the service. In the best case, they maintain a healthy balance by pushing in opposite directions, but more typically, they resent each other for getting in the way, as a result of this dichotomy:

	Development	Operations
is responsible for…	creating products	offering services
is measured on…	delivery of new features	high reliability
optimizes by…	increasing velocity	controlling change
and so is perceived as…	reckless and irresponsible	obstructing progress

Of course, both functions are essential to a viable service, and so DevOps aims to replace this opposition with cooperation. By removing this friction from the organization, we hope to improve efficiency, lower costs, and generally get more work done.

So, DevOps promotes the formation of cross-functional teams, where individuals still take on specialist “development” or “operations” roles, but work together toward the common goal of delivering a great experience to users. By working as teammates, rather than passing work “over the wall”, they can both contribute to development, deployment and maintenance according to their skills and expertise. The team becomes a “devops” team, and is responsible for the entire product life cycle. Particular tasks may be handled by specialists, but when there’s a problem, it’s the team’s problem.

Some take it a step further, and feel that what’s needed is to combine the two disciplines, so that individuals contribute in both ways. Rather than thinking of themselves as “developers” or “sysadmins”, these folks consider themselves “devops”. They work to become proficient in both roles, and to synthesize new ways of working by drawing on both types of skills and experience. A common crossover activity is the development of sophisticated tools for automating deployment, monitoring, capacity management and failure resolution.

DevOps meets Cloud

Like DevOps, cloud is not a specific technology or method, but a reorganization of the model (as I’ve written previously). It’s about breaking down the problem in a different way, splitting and merging its parts, and creating a new representation which doesn’t correspond piece-for-piece to the old one.

DevOps drives cloud because it offers a richer toolkit for the way they work: fast, flexible, efficient. Tools like Amazon EC2 and Google App Engine solve the right sorts of problems. Cloud also drives DevOps because it calls into question the traditional way of organizing software teams. A development/operations division just doesn’t “fit” cloud as well as a DevOps model.

Deployment is a classic duty of system administrators. In many organizations, only the IT department can implement changes in the production environment. Reaping the benefits of an IaaS environment requires deploying through an API, and therefore deployment requires development. While it is already common practice for system administrators to develop tools for automating deployment, and tools like Puppet and Chef are gaining momentum, IaaS makes this a necessity, and raises the bar in terms of sophistication. Doing this well requires skills and knowledge from both sides of the “fence” between development and operations, and can accelerate development as well as promote stability in production.

This is exemplified by infrastructure service providers like Amazon Web Services, where customers pay by the hour for “black box” access to computing resources. How those resources are provisioned and maintained is entirely Amazon’s problem, while its customers must decide how to deploy and manage their applications within Amazon’s IaaS framework. In this scenario, some operations work has been explicitly outsourced to Amazon, but IaaS is not a substitute for system administration. Deployment, monitoring, failure recovery, performance management, OS maintenance, system configuration, and more are still needed. A development team which is lacking the experience or capacity for this type of work cannot simply “switch” to an IaaS model and expect these needs to be taken care of by their service provider.

With platform service providers, the boundaries are different. Developers, if they build their application on the appropriate platform, can effectively outsource (mostly) the management of the entire production environment to their service provider. The operating system is abstracted away, and its maintenance can be someone else’s problem. For applications which can be built with the available facilities, this will be a very attractive option for many organizations. The customers of these services may be traditional developers, who have no need for operations expertise. PaaS providers, though, will require deep expertise in both disciplines in order to build and improve their platform and services, and will likely benefit from a DevOps approach.

Technical architecture draws on both development and operations expertise, because design goals like performance and robustness are affected by all layers of the stack, from hardware, power and cooling all the way up to application code. DevOps itself promotes greater collaboration on architecture, by involving experts in both disciplines, but cloud is a great catalyst because cloud architecture can be described in code. Rather than talking to each other about their respective parts of the system, they can work together on the whole system at once. Developers, sysadmins and hybrids can all contribute to a unified source tree, containing both application code and a description of the production environment: how many virtual servers to deploy, their specifications, which components run on which servers, how they are configured, and so on. In this way, system and network architecture can evolve in lockstep with application architecture.

Cloudy promises such as dynamic scaling and fault tolerance call for a DevOps approach in order to be realized in a real-world scenario. These systems involve dynamically manipulating production infrastructure in response to changing conditions, and the application must adapt to these changes. Whether this takes the form of an active, intelligent response or a passive crash-only approach, development and operational considerations need to be aligned.

So what?

DevOps and cloud will continue to reinforce each other and gain momentum. Both individuals and organizations will need to adapt in order to take advantage of the opportunities provided by these new models. Because they’re complementary, it makes sense to adopt them together, so those with expertise in both will be at an advantage.

With the 10.10 developer summit behind us, several teams have published engineering plans for the 10.10 release cycle, including:

• The Desktop team plan, via Rick Spencer, includes both Desktop Edition and Netbook Edition, and covers Software Center, GNOME, application and browser selection (including Chromium), X11 and social networking
• The Server team plan, via Jos Boumans, covers migrating services to Upstart, improvements to the mail stack, cloud and cluster storage systems, cloud deployment and load balancing, Ubuntu Enterprise Cloud, and Java
• The Foundations team plan, via Duncan McGreggor, covers system initialization, btrfs, cleaning house, improvements to the installers, Software Center (also) and Upstart (itself), along with a batch of miscellaneous projects, including compiling Ubuntu for the i686 instruction set
• The Kernel team plan, via Leann Ogasawara, covers the choice of kernel 2.6.35, the current Ubuntu patch set, the configuration of our various kernel flavours, bug management, and the availability of backports of newer kernels to Ubuntu LTS releases

I recently upgraded my G1 phone to the latest Cyanogen build (5.x). Since the upgrade instructions recommend wiping user data, I made a “nandroid” backup first, using the handy Amon_RA recovery image. I’ve gotten pretty familiar with the Android filesystem layout, and was confident I could restore anything I really missed (such as my wpa_supplicant.conf with all of my WiFi credentials).

It wasn’t until I finished with the upgrade that I realized the backup wasn’t trivial to work with. It’s a raw yaffs2 flash image, which can’t be simply mounted on a loop device. After messing around for a bit with the nandsim module, mtd-utils and the yaffs2 kernel module, I realized there was a much simpler way: the unassuming unyaffs. It says that it can only extract images created by mkyaffs2image, but apparently the images in the nandroid backup are created this way (or otherwise compatible with unyaffs).

So I downloaded and built unyaffs:


svn checkout http://unyaffs.googlecode.com/svn/trunk/ unyaffs
cd unyaffs
gcc -o unyaffs unyaffs.c


and then ran it on the backup image:


mkdir g1data && cd g1data # unyaffs extracts into the current directory
~/src/android/unyaffs/unyaffs /media/G1data/nandroid/HT839GZ23983/BCDS-20100529-1311/data.img


At which point I could restore files one by one, e.g.:


adb push /tmp/g1data/misc/wifi/wpa_supplicant.conf /data/misc/wifi/


After toggling WiFi off and then back on, all of my credentials were restored. I was able to restore preferences for various applications in the same way.