Stackers,

I posted this first on my 
blog<http://robhirschfeld.com/2014/01/06/openstack-defcore/> (which is mirrored 
to Planet OpenStack) and want to make sure that we reach a broad audience with 
the information.  The Board heard very clearly that this was an important 
issues and we're acting quickly to resolve it in transparent and community 
focused way.

OpenStack Core Definition (DefCore) Progress in 6 key areas



I'm excited to report about the OpenStack Board progress on defining OpenStack 
core<http://robhirschfeld.com/2013/11/22/defcore/>.  At the Hong Kong summit, 
Joshua McKenty<http://www.linkedin.com/in/joshuamckenty> and I were asked to 
chair a new standing committee, now known as 
DefCore<https://wiki.openstack.org/wiki/Governance/DefCoreCommittee>, to define 
"OpenStack Core" based on the core 
principles<http://robhirschfeld.com/2013/08/13/openstack-core-positions/> that 
we determined over the last 6 months (aka "the 
spider<http://robhirschfeld.com/2013/07/23/introducing-the-openstack-spider-graph-untangling-our-web-of-interdependencies/>").

Joshua and I took on the challenge with gusto and I'm proud to say that we've 
already made significant progress against an aggressive timeline to have the 
pilot must-pass tests for Havana defined before the Juno Summit in April 
2014<http://www.openstack.org/summit/openstack-summit-atlanta-2014/>.  It's 
important to remember that we're moving from a project based definition of core 
to test-driven 
capabilities<http://robhirschfeld.com/2013/08/08/openstacks-test-driven-core-its-where-i-think-what-is-core-discussions-are-heading/>
 because this best addresses our interoperability 
objectives<http://robhirschfeld.com/2013/04/10/openstack-interop/>.



In the 8 weeks since the summit, we've had seven very productive meetings 
(etherpads for Prep<https://etherpad.openstack.org/p/Core-Prekickoff-Agenda>, 
DefCore.1<https://etherpad.openstack.org/p/DefCoreElephant.1>, 
DefCore.2<https://etherpad.openstack.org/p/DefCoreElephant.2>, 
DefCore.3<https://etherpad.openstack.org/p/DefCoreElephant.3>, Criteria 1 and 
2<https://etherpad.openstack.org/p/DefCoreTestCriteria>) with detailed notes 
and recorded 
content<https://www.youtube.com/playlist?list=PL3LSUWqq7Zq8eSIiFnDSrEvqK2o36iwDq>.
 Here's my summary of our results so far:

1.      An Aggressive Timeline for having pilot Havana must-pass tests approved 
by the Juno summit in May 2014.  That drives the schedule backward toward a 
preliminary list in March.  Once we have a pilot list for Havana, we expect to 
have Ice House done +90 days and Juno done at the Paris summit.

2.      Test Selection Criteria a preliminary set of 14 criteria (needs a stand 
alone post) that will be used to quantitatively score the current 700+ tests.  
We also agreed to use a max 100 point weighting system for the criteria.  The 
weights and score requirement iteratively once we have done a first scoring 
pass.  Our objective is to make must-pass test selection as objective and 
transparent as possible (post with 
details<http://robhirschfeld.com/2014/01/07/defcore-critieria/>).

3.      Distinction between Capability & Test is important because we recognize 
that individual tests may validate multiple capabilities and individual 
capabilities may have multiple tests.  Our hope is to present the results in 
terms of capabilities not individual tests.

4.      Holding Off on Bylaws Changes needed to clarify how OpenStack manage 
core definition.  It was widely expected that the DefCore committee would have 
to make changes to the OpenStack bylaws; however, we believe we can proceed 
without rushing changes.  We have an active subcommittee preparing changes in 
advance of the next DefCore cycle.

5.      Program vs. Project Definition efforts are needed to help take pressure 
off requests to have "projects promoted to core status" and how the OpenStack 
trademark is used for projects.  We are trying to clarify OpenStack Programs 
(e.g.: OpenStack(tm) Compute) carry to the trademark while OpenStack Projects 
(e.g.: Nova and Glace) are members of those programs and do not carry the 
OpenStack trademark directly.  Consequently, we'd expect people to say 
"OpenStack Compute Project Nova" instead of "OpenStack Nova."  This approach 
addresses several issues that impact DefCore Board activities around trademark, 
core and brand.

6.      RefStack Development and Use Cases provide the framework for community 
reporting of test results.  We consider this infrastructure critical to getting 
community input about must-pass tests and also sharing interoperability 
information.  This effort is just beginning and needs help from the community.

For all this progress, we are only starting!  We've cleared the blocks 
preventing implementation and that will expose a new set issues to discuss.  
Look for us to start applying the criteria to tests in the next months.  That 
will quickly expose the strengths and weaknesses of our criteria set.  We've 
also got to make progress on Program vs. Project and start RefStack coding.

We want community participation!  Please let us know what you think
Rob
______________________________
Rob Hirschfeld
OpenStack Foundation Board Member, Sr. Distinguished Cloud Solution Architect
Dell | Cloud Edge, Data Center Solutions
blog robhirschfeld.com, twitter @zehicle
Please note, I am based in the CENTRAL (-6) time zone

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