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OpenFabrics Alliance Working Group Charter …
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Created: Tue Aug 12 16:15:35 2008
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OpenFabrics Alliance Working Group Charter InterOperability Working Group
OpenFabrics Alliance
InterOperability Working Group
Charter
Version: 1.1
Version 1.1 Page 1 of 10 8/12/2008
OpenFabrics Alliance Working Group Charter InterOperability Working Group
OpenFabrics Alliance Interoperability Working Group
Charter Agreement
1.0 Purpose
The Open Fabrics Alliance Interoperability Working Group (OFA-IWG) Charter
Agreement is the overarching agreement between the OFA-IWG members (OFA-
IWG-MEM) governing the policies, practices, procedures, acceptable use, and
information handling of the activities and results arising from the OFA
interoperability testing, from time to time, of certain versions of the OpenFabrics
Alliance Software Stack (hereafter referred to as OFA-SS).
1.1 Background and Governing Agreements
The OpenFabrics Alliance (OFA) is the corporation within which the
OFA-IWG is a properly constituted and approved Working Group. The
OFA is the legal and financial entity on behalf of which the OFA-IWG
operates.
An OFA Member may obtain Membership within the OFA-IWG by
executing a copy of this Charter Agreement.
OFA-IWG activities under this Agreement must be consistent with the
current OFA Bylaws (OFA-BL) and OpenFabrics Membership Agreement
(OFA-MA) and Membership Agreement, and any conflict between this
Charter Agreement and the OFA-BL or with the OFA-MA shall be
resolved consistent with the provisions of the latter. All OFA members in
good standing who contribute to and participate in any OFA-IWG
activities shall execute this Charter Agreement before participating. Only
OFA-IWG members can participate in OFA-IWG interoperability
activities including the OFA-UNH-IOL Tested Logo Program (OFILP).
As long as OFA-IWG uses the facilities of the University of New
Hampshire (University) InterOperability Laboratory, it will adhere to the
policies, practices and procedures of the University of New Hampshire
(University) InterOperability Laboratory Usage Agreement
(http://www.iol.unh.edu/services/usageAgreement.pdf) as modified and
agreed to in this Charter Agreement.
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OpenFabrics Alliance Working Group Charter InterOperability Working Group
An OFA-IWG member is eligible for the OFILP provided that a member
pays the event fee (see Section 4 below) and participates in the
interoperability event as defined in OFILP document
(http://www.iol.unh.edu/services/testing/ofa/logo.pdf) on OFA web site
(www.openfabrics.org).
Members of the OFA-IWG and the OFA may elect to impose reasonable
sanctions on a member of the OFA-IWG who does not conform to the
terms and conditions of this Agreement when participating in OFA-IWG
activities. Sanctions shall be calculated to be corrective and preventative
rather than punitive.
Any OFA-IWG MEM that utilize the facilities of the UNH-IOL
(University of New Hampshire Interoperability Laboratory) must agree to
the acceptable use, policies, procedures terms and conditions of the UNH-
IOL Usage Agreement (UNH-IOL-UA 1 ) version 1.4
(http://www.iol.unh.edu/services/usageAgreement.pdf) except as may be
mutually agreed and as modified in this Charter Agreement.
This Charter Agreement extends the OFA-BL and UNH-IOL Usage
Agreement for OFA-IWG needs and also extends the terminology of OFA
and UNH-IOL for that purpose.
1.2 Transactions
OFA handles all financial transactions related to OFA-IWG.
1.3 Anti-Trust Law Compliance
For the purposes of this Agreement and as clarification for OFA-IWG-
MEMs, OFA Bylaws Anti-Trust Article 18, and Section 1.3 of the UNH-
IOL Usage Agreement are incorporated by reference into paragraph 1.3.1
below:
1.3.1 The University and OFA-IWG-MEMs are committed to fostering
open competition in the development of products and services
based on the OFA technology. The OFA-IWG-MEMs understand
that in certain lines of business they are or may be direct
competitors and that it is imperative that they and their
representatives act in a manner which does not violate any state,
federal or international antitrust laws and regulations. Without
limiting the generality of the foregoing, the OFA-IWG-MEMs
acknowledge that OFA-IWG-MEMs will not engage in any
1
All reference to UNH-IOL Usage agreement refers to version 1.4
http://www.iol.unh.edu/services/usageAgreement.pdf)
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OpenFabrics Alliance Working Group Charter InterOperability Working Group
communications regarding costs, prices, quantity or quality of
production levels, methods or channels of distribution, markets,
customers, exclusion of competitors or any other topic, which may
be construed as a violation of antitrust laws. Accordingly, each
OFA-IWG-MEM will counsel its representatives who participate
in any activities relating to OFA-IWG documents or testing on the
importance of limiting the scope of their discussions and
communications to the topics that relate to the purposes of OFA-
IWG documents or testing, whether or not such discussions and
communications take place during formal meetings, informal
gatherings, or otherwise.
2.0 Definitions Terminology Clarifications
Within the UNH-IOL Usage Agreement OFA-IWG MEMs are described
collectively as "Consortium" and OFA-IWG-MEM individually as "Member".
Within the UNH-IOL Usage Agreement "Charter" means this Charter Agreement.
Equipment Vendor or Vendor refers to a supplier of any hardware, firmware or
proprietary software manufacturer whose pre-release or released component is
deployed in support of the OFA-IWG activities governed by this Agreement.
OFA-UNH-IOL Tested Logo Program (OFILP) refers to a Logo granting process
for vendor equipment and is defined in OFA-UNH-IOL Tested Logo Program
document2.
OFA-UNH-IOL Tested Logo Group (OFILG) refers to a subset of OFA-IWG
members who participate in the OFILP as defined in OFA-UNH-IOL Tested
Logo Program document2 .
Services mean those Services defined in the Testing Services Agreement between
the UNH-IOL and the OFA attached as Attachment A hereto.
3.0 OFA-IWG Purpose and Goals
The specific purposes of OFA-IWG that are additional to Section 3.0 of the UNH-
IOL Usage Agreement are:
3.1 To define, develop, execute, and contribute to the OFA software
repository a comprehensive suite of tests and documents for testing the
interoperability of the OpenFabrics Software Stack (OFA-SS) including
Upper Level Protocols, Application Program Interfaces and Applications
utilizing various RDMA transports supported by the OFA-SS. All such
software and documentation contributed to the OFA software repository
2
See OFILP document version 1.0 at www.openfabrics.org.
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OpenFabrics Alliance Working Group Charter InterOperability Working Group
shall conform to the OFA Bylaws for contribution and licensing. All tests
and test plan should be available a minimum of 30 days prior to an
interoperability event.
OFA IWG tests are of two types: mandatory tests and beta tests. The beta
tests are newly developed or included tests that had not been accepted as
fully developed and ready for interoperability acceptance. The OFA IWG
may vote to promote a beta test to mandatory test provided that it has gone
through at least one OFA interoperability event.
3.2 To coordinate the provision by the OFA-IWG-MEMs and other necessary
facilities, equipment, services and procedures at the UNH-IOL that will
allow thorough testing of RDMA transport switches, routers, channel and
network adapters (i.e. R-NICs, HCAs, etc), systems including storage
targets and their ability to properly participate in multi-vendor RDMA
networks that are executing the OFA-SS, including ULPs, APIs and
certain suitable applications supported by the OFA-SS.
3.3 To record all testing results confidentially, including a qualitative and
quantitative analyses of the results. Confidentiality shall be maintained
until such time as (a) the entity subject to the tests requests that they be
made public, or (b) having passed the requisite interoperability tests, an
entity accepts the OFILP logo.
3.4 To document and investigate interoperability issues related to the OFA-SS
over OFA-supported RDMA transports that are not particular to a vendor's
hardware platform but are interoperability issues within the device-
independent OFA stack discovered by interoperability testing; qualitative
and quantitative analyses of the results and to provide a forum for their
discussion. To submit these issues to the OFA reflector, and to provide
recommendations based on these issues to the OFA Board of Directors for
improvements.
4.0 Modification to Membership Agreement: Membership and Fee Structure
Section 4 of the UNH-IOL Usage Agreement is modified as follows in paragraphs 4.1 to
4.3 below:
4.1 Services to be provided by the UNH-IOL to OFA-IWG members:
4.1.1 Testing Services
A testing service will provide either a turnkey test using the
minimum recommended test suite
(http://www.openib.org/docs/InteropTestPlan.pdf), or carry out
specific tests as specified by the member, or permit the member to
carry out the specific tests within the constraints of Section 6.0.
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Scheduling of the testing services will be according to Section 4.3.
Note that funding availability may limit UNH-IOL ability to
perform services beyond logistical support for member interests.
4.1.2 Tests Availability
Tests and test plans including configuration information are
available in the OFA repository and licensed as OFA documents.
Test results are confidential as defined in Section 4.5.
4.2 Membership and Fee Structure
4.2.1 No additional membership fee to OFA-IWG is required beyond
OFA membership dues. An additional fee is charged for the
interoperability events as defined by 4.2.2. An additional Fee
Structure terms may apply to the OFILG2. Members and Non-
Members of the Interoperability Events may also be bound by
additional Fee Structure terms, as agreed by OFA-IWG from time
to time.
4.2.2 OpenFabrics Alliance Interoperability Working Group
Participation:
4.2.2.1 OpenFabrics Alliance Interoperability Working Group
Membership:
There is no membership fee or dues for the OFA-IWG
beyond the OFA membership dues.
4.2.2.2 OFA-UNH-IOL Tested Logo Group (OFILG) Dues:
The annual fee of Ten Thousand U.S. Dollars ($10,000.00
USD) is due at the anniversary of the OFILG membership.
Annual membership can start either on January 1st or July
1st. An OFILG member pays no fee to participate in an
Interoperability Event. An OFILG member has full access
to testing services defined in 4.1 and is eligible for the
OFILP2.
4.2.2.3 A member of the OFA-IWG who is not a member of the
OFILG can participate in an Interoperability Event by
paying a fee of Five Thousand U.S. Dollars ($5,000.00
USD) for that event. A member who paid to attend an
Interoperability Event may apply the paid fee of Five
Thousand U.S. Dollars ($5,000.00 USD) towards the
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OFILG3 membership within sixty days of the payment. A
member can request to join OFILG retroactively starting
from the previous start of the OFILG membership period so
that a member can get a Logo.
4.2.3 Changes to OFA-IWG Membership Fee
If a change in OFA-IWG fee is required the OFA-IWG must obtain
approval from the OFA Board of Directors prior to adjusting OFA-
IWG membership fees.
4.3 OFA-IWG Scheduling Policy
The Service typically can be reserved for a period of one business week.
Provisions exist to schedule testing outside of the regular calendar.
4.3.1 Regular Testing
In order for a company to utilize regular testing services, the
following requirements must be met: the company must be an
OFA-IWG member and either agree to pay the annual
Interoperability Events fee, or agree to pay a one-time Service Fee,
and sign any required non-disclosure agreement (not needed if
Charter Agreement is signed) and must have guaranteed payment
at the time of the beginning of the testing time slot. Companies
which do not have guaranteed payment at the time of event
scheduling may hold one, but only one active reservation to deter
abuse of the scheduling calendar; and the device(s) under test must
be available during the time slot.
4.3.2 Overtime Testing
Overtime testing is an alternative for companies to bypass the
existing scheduling mechanism if time-critical services are
required. Testing is performed outside of business hours, typically
during weekends, such that the regularly scheduled testing service
is not impacted. An additional service fee is required to schedule
overtime testing. Specific costs, details and arrangements of
overtime testing are coordinated with the OFA-IWG and UNH-IOL
personnel. In order for a company to utilize overtime testing
services, the following requirements must be met: an overtime
testing slot must be available; the device(s) under test must be
available during the test slot.
3
See OpenFabrics Logo Agreement version 1.0 at www.openfabrics.org.
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4.3.3 Waiting List
The UNH-IOL personnel will maintain a list of testing requests
from OFA-IWG companies who wish to use the facilities during a
specific time slot currently reserved by another company. The
provided contact of the first company on the list will be notified if
the slot becomes available.
4.3.4 No show
A NO SHOW is classified as a cancellation with less than two
weeks notice, or failure to arrive at the UNH-IOL during the
scheduled time period. A company who is guilty of a NO SHOW
may not reserve the UNH-IOL for a period of eight (8) weeks in an
effort to enforce fair and non-abusive access for all companies.
The UNH-IOL will typically waive the penalty if just cause is
given.
4.4 Platform Availability
OFA-IWG-MEMs who participate in an Interoperability Event shall
provide a platform against which other members can test. This platform
shall comprise the hardware and software components necessary to
support the interoperability testing of the OFA-SS of interest at the time of
the Service. Such platform or its equivalent must be consigned to the
UNH-IOL for a period not less than eighteen (18) months. The platform
shall be supported and upgraded as necessary for eighteen (18) months
beyond the last renewal of the membership. A technical contact must be
provided for the resolution of problems with the equipment. The member
must maintain the equipment in operating condition. The providing
member shall provide the latest software, firmware and/or hardware, as
appropriate, for their platform(s) to best represent their platform(s)
availability in the field. The member is encouraged to provide additional
platforms representative of each of their product lines.
4.4.1 Equipment in Residence at UNH-IOL
Equipment provided to the OFA-IWG in fulfillment of this
agreement remains the property of the providing member. Should
the membership in the OFA-IWG lapse or the OFA-IWG be
dissolved, the member has twenty-four (24) months to remove its
equipment from the UNH-IOL at the member's expense. If the
equipment has not been removed, the equipment shall be
considered donated to the UNH-IOL with a zero asset value. A
donation of equipment to UNH-IOL is subject to the UNH-IOL
Usage Agreement.
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4.5 Disclosure of Results
Members of the OFA-IWG are bound to non-disclosure agreement
according to the OFA Bylaws and by Section 4.3.3 of the UNH-IOL
Usage Agreement, with the following exceptions:
· an individual OFA-IWG member results in support of OFILP as
stated in 3.3,
· interoperability issues related to the OFA-SS as stated in 3.4.
An OFA-IWG-MEM can disclose the fact that it participated in OFA
interoperability event and such disclosure is not under NDA. But what
testing it participated in and test results are under NDA as stated above.
4.6 OpenFabrics Interoperability Logo Program
An OFA-IWG member has the right to participate in the OFILP, as
defined by the OFA-IWG Charter Agreement (this document) and by the
OFILP document2.
5.0 Confidentiality
The OFA-IWG activities are not confidential as defined in Article 17 of the OFA
Bylaws. But the test results are confidential as defined by section 4.5 (above) and
by UNH-IOL Usage Agreement Section 5.3.
Members of the OFA-IWG may execute Disclosure Agreements from time to
time to release Confidential Information in relation to OFA-IWG activities. An
individual member may publicly disclose its results with the OFA BoD approval
in support of OFA-UNH-IOL Tested Logo Program as defined in Section 3.3 and
in the OFA-UNH-IOL Tested Logo Program. An individual member may
publicly disclose its participation in an OFA Interoperability event as defined in
Section 4.5. Any of its information that a member disclosed in public, for example
on an OFA reflector, falls under Section 5.3 (iii) of the UNH-IOL Usage
Agreement, and is no longer confidential.
Any problems discovered with OFA-SS are not confidential. Article 17 of the
OFA Bylaws specifically excludes the OFA-SS from being confidential
information and Section 5.3 (i) of the UNH-IOL Usage Agreement also excludes
the OFA-SS from being Confidential Information.
All testing done during interoperability event is done openly among the
participating members to ensure that the test plan is properly followed and the
results can be verified.
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6.0 Organization and Operation
The OFA-IWG agrees to Section 6.0 Organization and Operation in the UNH-
IOL Usage Agreement, except where OFA Bylaws, resolutions of the OFA Board
of Directors and OFA-IWG override as may occur in Sections: 4.3 Disclosure of
Results; 6.2 Use of Information for Marketing Purposes; 6.2.1 Report Publishing;
6.2.2 UNH-IOL Tested; and 6.3 Levels of Participation.
7.0 Security of Physical Equipment
Security of OFA-IWG Physical Equipment will comply with Section 7.0 of the
UNH-IOL Usage Agreement.
8.0 Warranty
Warranty representations as stated by the University in Section 8.0 of the UNH-
IOL Usage Agreement are agreed to by the OpenFabrics Alliance, its Board of
Directors, the OFA-IWG and OFA-IWG-MEMs.
9.0 Acceptance
By submitting payment or by requesting an invoice from OFA for required OFA-
IWG Interoperability Event fees, an OFA member thereby agrees to full
acceptance of the UNH-IOL Usage Agreement and this OFA-IWG Charter
Agreement and all provisions outlined therein.
An OFA member who joins OFA-IWG by signing this Charter Agreement also
agrees to full acceptance of the UNH-IOL Usage Agreement (as modified in
Section 4, herein) as though fully set forth herein, including but not limited to the
confidentiality and non-disclosure provisions of both documents.
10.0 Amendments
Amendments to the UNH-IOL Usage Agreement proposed by UNH-IOL
affecting the OFA-IWG will conform to the process described in Section 10.0 of
the UNH-IOL Usage Agreement recognizing OFA-IWG-MEMs as "members"
within the meaning of Section 10 and that "Charter" in Section 10 refers to this
Charter Agreement.
Amendments to this OFA-IWG Charter Agreement proposed by OFA Board of
Directors, OFA-IWG members or UNH-IOL will follow the same process as
described in Section 10 of the UNH-IOL Usage Agreement except that the OFA-
IWG is the proposing party.
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