Wiki code for Collective Life Cycle

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1: = Collective Life Cycle Instructions =
2: 
3: === Introduction ===
4: 
5: This document outlines procedures for activating, deactivating, and terminating website infrastructure for the three Collective types on opensolaris.org:
6: 
7: 1. [[Community Groups>>Main.communities]]
8: 1. [[Projects>>Main.projects]]
9: 1. [[User Groups>>Community Group advocacy.ug-leaders]]
10: 
11: The processes for managing the life cycles of these Collectives are implemented by the Website Engineering Team, which is part of the OpenSolaris Open Development Engineering Team. The Website Team builds and supports opensolaris.org on behalf of Sun Microsystems and the OpenSolaris Community and leads the [[Website Community Group>>Community Group web.WebHome]].
12: 
13: === Mailing Lists ===
14: 
15: * For all implementation interactions concerning all Collective life cycle issues, post to **project-setup AT opensolaris DOT org**.
16: * For general community discussions about the website, post to **website-discuss AT opensolaris DOT org**. [[Subscribe here>>http://mail.opensolaris.org/mailman/listinfo/website-discuss]].
17: * For website user account issues, post to **website-admin AT opensolaris DOT org**.
18: 
19: == 1. Community Groups ==
20: 
21: === Activation ===
22: 
23: The [[OGB>>Community Group ogb.WebHome]] approves the creation of Community Groups and formally sponsors those groups throughout their life cycle. Review the [[OpenSolaris Constitution>>Community Group ogb.governance]] for guidance about proposing new Community Groups. After the Community Group is approved by the OGB, forward the approval thread to [[project-setup>>mailto:project-setup@opensolaris.org]] and include the following information:
24: 
25: * The full name of the Community Group and its abbreviation for the group’s URL (For example: Name: Installation and Packaging. Abbreviation for URL: install). Do not use "Solaris" or "OpenSolaris" in the Community Group’s name. Solaris and OpenSolaris are trademarks of Sun Microsystems and will not be used in group names. Use a generic name instead.
26: * A brief public description of the Community Group.
27: * The opensolaris.org user names and email addresses of the Community Group’s Facilitator and Leaders.
28: * If the Community Group requires a mailing list, the name of the list, and the names of Leaders who will administer the list. Names for Community Group lists should be in the following format: **[name]-discuss AT opensolaris DOT org**
29: 
30: If everything is in order, a Community Group space will be set up on the site and Leaders will be added to the Community Group in the Auth database. The OGB Secretary will add the Facilitator to the Community Group in Auth since that is a governance role. Leaders are expected to populate their pages with content and announce their new group on **opensolaris-announce AT opensolaris DOT org** ([[subscribe here>>http://mail.opensolaris.org/mailman/listinfo/opensolaris-announce]]). To properly maintain their website infrastructure, Community Group Leaders are also responsible for following these three documents:
31: 
32: 1. [[OpenSolaris Website Guidelines>>Main.site_guidelines]]
33: 1. [[OpenSolaris Trademarks Policy>>Main.trademark]]
34: 1. [[Community/Project lead reference>>Main.lead_reference]]
35: 
36: === Deactivation and/or Termination ===
37: 
38: There are three ways a Community Group’s website infrastructure can be deactivated and/or terminated:
39: 
40: 1. The OGB can deactivate and/or terminate a Community Group as per the OpenSolaris Constitution (Section 7.12. Termination).
41: 1. The Website Team can deactivate and/or terminate website infrastructure if it is not well maintained (filled with spam, violations of the TOU, etc) or abandoned for 3 months based on the [[OpenSolaris Website Guidelines>>Main.site_guidelines]].
42: 1. Community Group Leaders can request that their group be deactivated and/or terminated.
43: 
44: In these cases, the procedures below will be followed:
45: 
46: * The OGB can initiate this action by posting mail to [[project-setup>>mailto:project-setup@opensolaris.org]] with the Community Group name and URL, the names of any mailing lists and forums, and a link to the public thread with the OGB’s decision.
47: * If the Website Team initiates this action, the team will post mail to the Community Group’s and/or the OGB’s list requesting that action be taken to maintain the site’s infrastructure properly. If a Community Group’s website infrastructure becomes completely abandoned, the Website Team will post mail to the OGB requesting that action be taken to replace the Leaders and/or deactivate/terminate the Community Group. If a decision is not made within 3 months, the Website Team can deactivate and/or terminate the Community Group.
48: * In the case of deactivation, mailing lists and forums will be reset to disable new subscriptions and new postings but archives will be saved. If there has been no activity to archive, the lists and forums will be deleted. In the case of termination instructions from the OGB, the mailing list infrastructure will be deleted.
49: * In the case of deactivation, the Community Group’s web pages will be tagged with text indicating that the group is no longer active, and the members of the Community Group who have website edit privileges will no longer have the ability to edit the group’s web pages unless the Community Group is reactivated. However, any governance privileges among Community Group members will remain unless the OGB specifies otherwise. In the case of termination instructions from the OGB, the Community Group space on the site will be deleted.
50: * Project sponsorship by an deactivated or terminated Community Group can be reassigned to another Community Group as specified by the OpenSolaris Constitution (7.12. Termination).
51: 
52: === Reactivation ===
53: 
54: To reactivate Community Groups, check with the OGB for reactivation procedures and forward the approval thread to [[project-setup>>mailto:project-setup@opensolaris.org]] with the following information:
55: 
56: * The names of the Community Group and mailing list.
57: * The opensolaris.org user names and email addresses of the Community Group’s Facilitator and Leaders.
58: * The opensolaris.org user names and email addresses of the Leaders who will administer the mailing list.
59: 
60: === Transition to a Project ===
61: 
62: If a Community Group decides to become a Project, follow the instructions for requesting a new Project below. Once approved, the Project will be created. Before removing the old Community Group, governance roles associated with the old Community Group will be transferred to the Community Group that is sponsoring the new Project.
63: 
64: == 2. Projects ==
65: 
66: === Activation ===
67: 
68: Community Groups approve the creation of Projects and formally sponsors those Projects throughout their life cycle. Refer to the OGB’s [[OpenSolaris Project Instantiation Policy>>attach:Community Group ogb.policies@project-instantiation.txt]] for guidance about proposing new Projects and voting procedures, but also check with the sponsoring Community Group for any modifications or additions to the OGB policy. After the Project is approved by a Community Group, forward the approval thread to [[project-setup>>mailto:project-setup@opensolaris.org]] and include the following information:
69: 
70: * Full Project name and abbreviation for the Project URL (For example: Name: Device Manager. Abbreviation for URL: devicemgr). Do not use "Solaris" or "OpenSolaris" in the Project name. Solaris and OpenSolaris are trademarks of Sun Microsystems and will not be used in Project names without Sun legal approval. Use a generic name instead.
71: * A brief public description of the Project.
72: * The opensolaris.org user names and email addresses of the Project’s Leaders.
73: * If the Project requires one or more mailing lists, for each list, provide the word to substitute for [name] in an option below and the names of the Leaders who will administer the list:
74: ** Options for naming Project lists:
75: *** **[name]-dev AT opensolaris DOT org** (developer discussions)
76: *** **[name]-discuss AT opensolaris DOT org** (general discussions)
77: *** **[name]-notify AT opensolaris DOT org** (notifications for code putbacks)
78: 
79: If everything is in order, a Project space will be set up on the site, Leaders will be added to the Project in the Auth database, and the Community Group <-> Project sponsorship relationship will be set in the Auth database. Leaders are expected to populate their pages with content and announce their new group on **opensolaris-announce AT opensolaris DOT org** ([[subscribe here>>http://mail.opensolaris.org/mailman/listinfo/opensolaris-announce]]). To properly maintain their website infrastructure, Project Leaders are also responsible for following these four documents:
80: 
81: 1. [[OpenSolaris Website Guidelines>>Main.site_guidelines]]
82: 1. [[OpenSolaris Trademarks Policy>>Main.trademark]]
83: 1. [[Community/Project lead reference>>Main.lead_reference]]
84: 1. [[Posting Source and Binaries>>Main.posting_instr]]
85: 
86: === Deactivation and/or Termination ===
87: 
88: There are three ways a Project’s website infrastructure can be deactivated and/or terminated:
89: 
90: 1. The sponsoring Community Group can deactivate or terminate a Project.
91: 1. The Website Team can deactivate and/or terminate website infrastructure if it is not well maintained (filled with spam, violations of the TOU, etc) or abandoned for 3 months based on the [[OpenSolaris Website Guidelines>>Main.site_guidelines]].
92: 1. Project Leaders can request that their group be deactivated and/or terminated.
93: 
94: In these cases, the procedures below will be followed:
95: 
96: * The sponsoring Community Group can initiate this action by posting mail to [[project-setup>>mailto:project-setup@opensolaris.org]] with the Project name and URL, the names of any mailing lists and forums, and a link to the public thread with the Community Group’s decision.
97: * If the Website Team initiates this action, the team will post mail to the sponsoring Community Group’s and/or Project’s list requesting that action be taken to maintain the site’s infrastructure properly. If a Project’s website infrastructure becomes completely abandoned, the Website Team will post mail to the sponsoring Community Group requesting that action be taken to replace the leaders and/or deactivate/terminate the Project. If a decision is not made within 3 months, the Website Team can deactivate and/or terminate the Project.
98: * In the case of deactivation, mailing lists and forums will be reset to disable new subscriptions and new postings but archives will be saved. If there has been no activity to archive, the lists and forums will be deleted. In the case of termination instructions from the sponsoring Community Group, the mailing list infrastructure will be deleted.
99: * In the case of deactivation, the Project’s web pages will be tagged with text indicating that the group is no longer active, and the members of the Project who have website edit privileges will no longer have the ability to edit the group’s web pages unless the Project is reactivated. Additionally, Project sponsorship by a deactivated or terminated Community Group can be reassigned to another Community Group as specified by the OpenSolaris Constitution (7.12. Termination).
100: * Source Code Management
101: ** Access to SCM repositories will be disabled if a Project is deactivated. SCM repositories will be deleted if a Project is terminated.
102: ** To request that repositories be deleted on active Projects, the leaders should post to **tonic-ops AT sun DOT com** and/or **project-setup AT opensolaris DOT org **and the Website Team will delete the repos. In the future, this feature will be added to the SCM Console so leaders can delete repositories themselves.
103: 
104: === Reactivation ===
105: 
106: To reactivate Projects, there are a few choices: Check with the original sponsoring Community Group for reactivation procedures or engage a new Community Group if the original Community Group is no longer active or denies the request. Once approved, forward the thread to [[project-setup>>mailto:project-setup@opensolaris.org]] with the following information:
107: 
108: * The names of the Project and mailing list and sponsoring Community Group.
109: * The opensolaris.org user names and email addresses of the Project’s leaders.
110: * The opensolaris.org user names and email addresses of the leaders who will administer the mailing list.
111: 
112: === Transition to a Community Group ===
113: 
114: If a Project decides to become a Community Group, follow the instructions for creating a new Community Group above. Once approved, the Community Group will be created. Because a Project has no governance roles, there is no governance data to transfer to the new Community Group. Instead, Community Group roles will be initially populated with people named in the creation request to the OGB.
115: 
116: == 3. User Groups ==
117: 
118: === Activation ===
119: 
120: The Advocacy Community Group approves the creation of OpenSolaris User Groups (OSUGs) and formally sponsors those groups throughout their life cycle. See Advocacy’s ([[proposal procedures here>>Community Group advocacy.usergroups]]). After the OSUG is approved by the Advocacy Community Group, forward the approval thread to [[project-setup>>mailto:project-setup@opensolaris.org]] and include the following information:
121: 
122: * Full User Group name and its abbreviation for the User Group URL (For example: Name: Japan OpenSolaris User Group. Abbreviation for URL: jposug). Although "OpenSolaris" is a trademark of Sun Microsystems and can not be used in Community Group and Project names, it is considered fair use to use OpenSolaris in the name of a User Group. We encourage this format.
123: * A brief public description of the User Group and its location.
124: * The opensolaris.org user names and email addresses of the User Group’s Leaders.
125: * If the User Group requires a mailing list, the name of the list, and the names of Leaders who will administer the list. Names for User Group lists should be in the following format: **ug-[name]osug AT opensolaris DOT org**.
126: 
127: If everything is in order, a User Group space will be set up on the site, and Leaders will be added to the User Group in the Auth database. Leaders are expected to populate their pages with content and announce their new group on **opensolaris-announce AT opensolaris DOT org** ([[subscribe here>>http://mail.opensolaris.org/mailman/listinfo/opensolaris-announce]]). To properly maintain their website infrastructure, User Group Leaders are also responsible for following these three documents:
128: 
129: * [[OpenSolaris Website Guidelines>>Main.site_guidelines]]
130: * [[OpenSolaris Trademarks Policy>>Main.trademark]]
131: * [[Community/Project lead reference>>Main.lead_reference]]
132: 
133: === Deactivation and/or Termination ===
134: 
135: There are three ways a User Group’s website infrastructure can be deactivated and/or terminated:
136: 
137: 1. The sponsoring Community Group (Advocacy) can deactivate and/or terminate a User Group.
138: 1. The Website Team can deactivate and/or terminate website infrastructure if it is not well maintained (filled with spam, violations of the TOU, etc) or abandoned for 3 months based on the [[OpenSolaris Website Guidelines>>Main.site_guidelines]].
139: 1. User Group Leaders can request that their group be deactivated and/or terminated.
140: 
141: In these cases, the procedures below will be followed:
142: 
143: * The Advocacy Community Group can initiate this action by posting mail to [[project-setup>>mailto:project-setup@opensolaris.org]] with the User Group name and URL, the names of any mailing lists and forums, and a link to the public thread with the Advocacy decision.
144: * If the Website Team initiates this action, the team will post mail to the User Group’s and/or Advocacy’s list requesting that action be taken to maintain the site’s infrastructure properly. If a User Group’s website infrastructure becomes completely abandoned, the Website Team will post mail to the Advocacy Community Group requesting that action be taken to replace the leaders and/or deactivate/terminate the User Group. If a decision is not made within 3 months, the Website Team can deactivate and/or terminate the User Group.
145: * In the case of deactivation, mailing lists and forums will be reset to disable new subscriptions and new postings but archives will be saved. If there has been no activity to archive, the lists and forums will be deleted. In the case of termination instructions from the Advocacy Community Group, the mailing list infrastructure will be deleted.
146: * In the case of deactivation, the User Group’s web pages will be tagged with text indicating that the group is no longer active, and the members of the User Group who have website edit privileges will no longer have the ability to edit the group’s web pages unless the User Group is reactivated. In the case of termination instructions from the Advocacy Community Group, the User Group space on the site will be deleted.
147: 
148: === Reactivation ===
149: 
150: To reactivate User Groups, check with the Advocacy Community Group for reactivation procedures and forward the approval thread to [[project-setup>>mailto:project-setup@opensolaris.org]] with the following information:
151: 
152: * The names of the User Group and mailing list.
153: * The opensolaris.org user names and email addresses of the Community Group’s facilitator and leaders.
154: * The opensolaris.org user names and email addresses of the leaders who will administer the mailing list
155: 
156: == References ==
157: 
158: === Governance Documents ===
159: 
160: * [[OpenSolaris Governing Board>>Community Group ogb.WebHome]]
161: * [[OpenSolaris Constitution>>Community Group ogb.governance]]
162: * [[OpenSolaris Project Instantiation Policy>>attach:Community Group ogb.policies@project-instantiation.txt]]
163: 
164: === Website Information & Procedures ===
165: 
166: * [[OpenSolaris Website Community>>Community Group web.WebHome]]
167: * [[OpenSolaris Website Guidelines>>Main.site_guidelines]]
168: * [[OpenSolaris Trademarks Policy>>Main.trademark]]
169: * [[Community/Project lead reference>>Main.lead_reference]]
170: * [[Posting Source and Binaries>>Main.posting_instr]]
171: * [[Website Roles & Collectives Overview>>Community Group web.transition-roles-collectives]]
172: * [[Collective Life Cycle Instructions>>Community Group web.infrastructure-setup]]
173: 
174: === Document Updates ===
175: 
176: Sun’s Website Engineering Team will update the Collective Life Cycle Instructions document to reflect changes in the OpenSolaris community and/or program.
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