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Draft of a "getting started" document for the OCI #76

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127 changes: 127 additions & 0 deletions GETTING_STARTED.md
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# Getting Started

While the [OCI Charter](./CHARTER.md) is our official governing document, many
people have asked for a gentler introduction to the Open Container Initiative as
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While you do say that the OCI Charter is our governing document, I would include an explicit comment along the lines of "if there are any conflicts between this document and the OCI Charter, the Charter takes precedence". Another question is whether changing this document means changing the guidelines for admission of new projects -- should that require a 2/3 TOB vote (as amending the OCI Charter does)? Note that a 2-LGTM "vote" is less than is required for a project to be admitted.

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Good question; let's discuss on the TOB call.

well as general guidance on how to interact with the projects and specifications
found under the OCI umbrella. This document attempts to be that starting point
for those who may be new to the OCI, interested in participation, or who want to
understand if a project is a fit for inclusion or contribution to the OCI.

## What is the OCI?

As our [website](https://opencontainers.org) states, chiefly the OCI is "an open
governance structure for the express purpose of creating open industry standards
around container formats and runtime." Created in 2015, the core initial purpose
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With #77 this mission statement should be updated.

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Reworded to make this paragraph hopefully just a brief history statement and not tied to whatever we might change the mission statement to today or someone else does in the future. Let me know if it reads that way to you.

was to align Docker and other ecosystem players around a runtime and image
specification that would become an industry baseline for how images are packaged
and executed in OCI compliant runtimes.

Since that initial work, finalized in 1.0 specs in the summer of 2017, a
distribution specification is now underway, based on the HTTP API of the initial
Docker distribution (registry) project. In 2019, an "artifacts" project was
approved by the TOB and will be used to define other artifact types (in addition
to OCI images) which may be defined and stored in registries conforming to the
OCI distribution spec.

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In 2019, an "artifacts" project was approved by the TOB and will be used to define other artifact types (in addition to OCI images) which may be defined and stored in registries conforming to the OCI distribution spec.

suggest:
In 2019, an "artifacts" project was approved by the TOB enabling other artifact types (in addition to OCI images). Supporting additional artifacts acknowledges containers are core to modern workflows, while enabling additional artifact types to be stored in registries conforming to the OCI distribution spec

## Who uses the OCI?

It makes the most sense to see consumers of OCI as fitting into a few specific
categories: contributors/members, implementors, and end users.

**Contributors**, including the project maintainers, and member companies have a
vested interest in bringing forward the "state of the art" with respect to the
scope of the OCI. Currently this is of course limited to specifications around
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nit: remove "of course"

runtime, image, and distribution of containers. The artifacts repository and
project is related to both image and distribution and is a natural expansion
of OCI into ongoing experimentation with registries and cloud native tooling.
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The word experimentation is creating angst amongst some that see this as experimentation of registries that gives them the belief this will change.
What I think you're trying to say is supporting other types, not as an experiment, but a commitment to support other types, enables others to experiment on a stable capability.

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Updated in latest commit.

Specifically, [artifacts](https://github.com/opencontainers/artifacts) expands the concept around the **what** when
discussing non-OCI image content (Helm charts, Singularity container images,
SPDX, source bundles, etc.) and registries.

**Implementors** own projects outside the OCI for which they have determined
value in being "OCI compliant"; whether that's a registry, a unique container
runtime, or an end-user tool that talks to registries. They take the OCI
specifications and implement support for them in their project, and potentially
will use the conformance suite within the OCI to validate their compliance to
the specification(s).

**End Users** tend to gain value from the OCI specifications in an indirect
way: they will expect projects and products that claim OCI compliance to
interoperate smoothly with other projects and products which are OCI compliant.
They will look to the OCI to continue maturing conformance and specifications
to best support the cloud native ecosystem's goal of interoperability for
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nit: I'd avoid "cloud native" as I think it's important for us to consider OCI in the context of non-cloud use-cases.

Suggested change
to best support the cloud native ecosystem's goal of interoperability for
to best support the container ecosystem's goal of interoperability for

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Not sure cloud native is really tied to the cloud, per se. Yes, literally the word is there. But, is someone using CNCF projects on-prem not "cloud native"? :) This is also the tension we're seeing around OCI being tightly coupled to containers, while the distribution-spec and artifacts enable us to store additional non-container artifacts in a cloud-native/container centric deployment model.
Anyway, just suggesting this wording cloud native helps our broader cause here.

runtimes, images, and distributing images and artifacts across clouds and
platforms.

## What Types of Projects Exist within the OCI?

There has been some growth in the nature and use of the OCI since those
initial meetings around the image and runtime specification in 2015. The
following subsections define project categories which exist in the OCI today.

### Specifications

Clearly the image, runtime, and distribution specifications are the key
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nit: remove "Clearly"; it doesn't really add anything to the sentence

reason for the existence of the OCI today. These standards are meant to
provide a baseline to follow for implementors of runtimes, registries, and
tools which interact with container images and registries.
- [Runtime spec](https://github.com/opencontainers/runtime-spec)
- [Image spec](https://github.com/opencontainers/image-spec)
- [Distribution spec](https://github.com/opencontainers/distribution-spec)

### Spec Conformance Test

Conformance tests should provide a clear, end-user runnable test suite for
implementors to use to determine and demonstrate that an implementing project
or product meets the explicit definitions of the specification.
- [OCI Conformance](https://github.com/opencontainers/oci-conformance)

The most advanced conformance implementation to date is for the new distribution specification. Additional work on image and runtime conformance is ongoing.

### Libraries

While hosting library code is not a common goal of the OCI, there are a few
specific cases where small, non-end user focused, and tightly scoped libraries
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Defining "small" here is kind of difficult. I would like to see language here specifying that these libraries should have no or minimal dependencies. If a library is depending on an even larger project or library, it can't really be "small". I think the two libraries below are good examples of "no or minimal dependencies".

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I somewhat agree with putting more text about what "small" means, but I don't think this needs to be a legal document in terms of specificity. After all, the TOB decides whether a project meets the criteria we outline here and in the charter text.

I would also point out that in my view, what defines a library as small is its scope (though that is covered by "tightly scoped" so maybe this "small" does refer to size). As an obvious example, glibc doesn't have any dependencies, but it isn't a small library.

have been accepted into the OCI. The common denominator for these libraries are
that they help implementors properly use features of the specifications:
- [go-digest](https://github.com/opencontainers/go-digest)
- [selinux](https://github.com/opencontainers/selinux)

Utilities and end-user UX-oriented code is most likely better targeted at other
more broad communities like the [CNCF](https://cncf.io). While there are not
explicit rules, a discussion with the TOB is warranted for projects looking to
contribute a library to OCI.

### Reference Implementations

While theoretically a specification can have one or more reference
implementations, the OCI runtime spec and the program, `runc`, have gone
hand in hand simply due to the particulars around the founding of the OCI.

It is not inconceivable that more reference implementations would be
contributed and supported within the OCI, but at this point, the only
active and viable reference implementation within the OCI is the `runc`
implementation of the runtime specification, based around the contributed
**libcontainer** codebase contributed by Docker.
- [runc](https://github.com/opencontainers/runc)

Runc is also unique in that it is an open source reference implementation,
but also a core dependent ecosystem component underneath the majority of
container engine implementations in use today.
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For any future reference implementation to be adopted by the OCI, it would
need to be kept in sync with the specification it implements. For a change
to be accepted to the spec, the equivalent implementation would need to be
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I think it'd be worth articulating the converse here as well; for a change to be accepted to the reference implementation, the equivalent change would need to be adopted in the spec as well. Runc hasn't followed this, and that means that integrators with runc may be integrating with its specific behavior rather than with the behavior defined by the spec.

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Maybe, but there is a necessary balance here.

It would be a mistake to accept changes into a specification if they haven't been tested "in the wild" (or at the very least, implemented at least once). The image-spec had this exact problem -- no reference implementation (at least, until umoci) made it so that we had to do some pretty large reworks during the release-candidate phase of 1.0.

That being said, I think that we made too much of a concession to runc in the runtime-spec (though I would argue this is also historically driven -- runc was ready and in wide use quite a while before the spec was). There are many things in runc which really should be in the spec, and I am constantly frustrated to see that many implementations of the runtime-spec spend more of their time reading the runc source code than they do the spec.

Maybe we should make it so that no release of the project should have any major not-in-the-spec features, which would allow for experimentation and development without risking people becoming dependent on the feature. Unfortunately runc's behaviour doesn't really break this rule (because it breaks the entire concept of releases given that we've been doing 1.0 release candidates for 4 years now) -- but I think it's fair to say that this is something which no other OCI project will or should repeat.

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Given this section was updated due to further review below from @cyphar, there is no more commentary on spec vs. ref. implementation alignment. Not that it isn't an important topic in general, but maybe it didn't fit in this document anyway? Feedback welcome.

authored and accepted as well.

## Should my Project be in the OCI?

The OCI receives proposals suggesting additions to the current suite
of project types listed above. We understand that a perfect framework
for determining inclusion or rejection of these proposals is an
intangible goal. However, we list the following considerations to help
guide future potential submissions.

1. The OCI, unlike the CNCF, is not directly chartered for the advancement, marketing, and support of general cloud native software projects.
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I don't think you need to mention the CNCF here. We could just add it at the end of the list, as a general tip that the CNCF may better fit projects which don't match these criteria.

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What does "support" mean?

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I presume it means enterprise-like support, but the CNCF doesn't provide that either...? @estesp?

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I specifically was thinking of the project support staff provided by the CNCF along with a special service desk which provides help with website development, cloud/infrastructure cost coverage/free credits, social media reports for member projects, etc. etc. I think the careful line here is that the OCI has a budget for some of these items as well, but the point is that it isn't as clearly in line with the mission of OCI to gain a large # of projects and then provide that support for their maintainers/communities as it seems to be specifically in line with the CNCF mission.

2. Projects consumed via a UI and/or with a significant end user experience component are unlikely to be a good fit for the OCI model.
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1 really helps scope what you get with OCI.
I'm struggling with 2. I think I see what you're saying isn't a good solution. Could we focus on what would? Supportive libraries or tools that enable the OCI specs, that need some level of endorsement to gain acceptance.

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I think that this boils down to the "dirt" or "boring infrastructure" question -- we should phrase this as effectively saying "only boring projects make sense within the OCI" (though obviously without sounding so pessimistic about the prospect). There actually is text in the OCI Charter which mentions that this was the intention of the OCI from the outset:

The Open Container Initiative does not seek to be a marketing organization, define a full stack or solution requirements, and will strive to avoid standardizing technical areas undergoing innovation and debate.

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This section is updated significantly; would love your re-review/comments.

3. The OCI has an small but active and vibrant group of participants today; however the specifications and related projects are a small niche of the overall cloud native world, and seeking out the OCI to validate or grow a community around a young project is unlikely to be a viable model. The CNCF is much more suited to that aim given the sandbox and maturity model.
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I think this should be merged into (2) as being part of the "boring infrastructure" point. In fact, I think most of the guidelines could be considered to be part of the "boring infrastructure" point -- maybe we should break it down like this:

The OCI receives proposals suggesting additions to the current suite of project types listed above. We understand that a perfect framework for determining inclusion or rejection of these proposals is an intangible goal. However, we list the following considerations to help guide the review of future project submissions.

  • The project should be a piece of "boring core container infrastructure". This is a partially subjective criterion, but the key factors that make something fulfill this requirement are:

    1. The project should be as un-opinionated and extensible as is reasonably possible.
    2. Rather than being a complete solution or framework, the project should be usable as a building-block for larger solutions and frameworks.
    3. (probably more things go here...)
  • It should fit logically into the scope and mission of the OCI -- to provide a home for open standards and tools which underpin the wider container ecosystem. This means that it should not conflict with existing OCI projects, nor should be it be completely unrelated to existing OCI projects. The precise scope of the OCI is defined by the OCI Charter, but the TOB may choose to expand the scope if they feel it is within the mission of the OCI.

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Reworded this section and used some of your suggested text above.