OpenStack Upstream Institute

OpenStack Upstream Institute


With over 2,000 developers from over 300 different organizations worldwide, OpenStack is one of the largest collaborative software-development projects. Because of its size, it is characterized by a huge diversity in social norms and technical conventions. These can significantly slow down the speed at which newcomers are successful at integrating their own roadmap into that of the OpenStack project.

We’ve designed a training program to share knowledge about the different ways of contributing to OpenStack like providing new features, writing documentation, participating in working groups, and so forth. The educational program is built on the principle of open collaboration and will teach the students how to find information and navigate the intricacies of the project’s technical tools and social interactions in order to get their contributions accepted. The live one and a half day class is focusing on hands-on practice like the students can use a prepared development environment to learn how to test, prepare and upload new code snippets or documentation for review. The attendees are also given the opportunity to join a mentoring program to get further help and guidance on their journey to become an active and successful member of the OpenStack community.

For more information, see OpenStack Upstream Institute Class Details.

When and where to get an OpenStack Upstream Institute class

The next session of the OpenStack Upstream Collaboration Training - OpenStack Upstream Institute - will be held in Boston, just before the OpenStack Summit Boston 2017.

Saturday, May 6, 2017 at 1:00 p.m. to 6:00 p.m. - Sunday, May 7, 2017 at 09:00 a.m. to 6:00 p.m. (local time)

As a first exercise we ask you to register to the OpenStack Foundation as a Foundation member if you haven’t done it yet. After signing in you will also need to associate your EventBrite order with your OpenStackID.

When you are all set you can RSVP to the class.

See YOU in Boston!

Please note that the language of the training is English.

Continued Education in Boston

For more information about Upstream Institute and other OpenStack trainings and workshops in Boston, see the OpenStack Academy page.

Check out the How to Contribute Sessions Track for more hints, tips and best practices from fellow community members.

Was there a project you wanted to learn about at the training but no contributors from it could make it? Want to learn more about a specific project? Check out the Project Onboarding Rooms.

Still need a little help with figuring out Gerrit? Check out the Git and Gerrit Lunch and Learn.

How to prepare

  • Make sure you have a wifi enabled laptop with you.
  • Prepared virtual machine image with a development environment:
  • Prepare an environment by yourself from scratch:
    • Create a virtual machine on your laptop with Ubuntu 16.04 installed and 6+ GB of RAM.
    • Alternatively, you can use your virtual machine on a public cloud.
    • Check that you can ssh from your laptop to the virtual machine
    • Check that apt install works on the virtual machine
    • Read and complete the Setup IRC guide.
    • Read and complete the Setup and Learn GIT guide.
  • Read and complete the Account Setup guide. (Note: you will need to sign the Individual Contributor License Agreement (ICLA) during this.)

Etherpad for Boston Upstream Collaboration Training


Training organizers

Ildiko Vancsa, Kendall Nelson

Further trainers/coaches


For more information about the past trainings and the local upstream trainings, see OpenStack Upstream Training Archives.

Outline and online slide index


Slides are made with Hieroglyph. To skim through slides quickly to find something, or jump ahead or back, use Slide table (press t in the browser). Some slides include additional explanation in the Presenter notes (press c to see them).

Setup the Development Environment

Archive of additional training activities


Activities listed here are not realized at every Upstream training.

Complete index in slide format only

Creative Commons Attribution 3.0 License

Except where otherwise noted, this document is licensed under Creative Commons Attribution 3.0 License. See all OpenStack Legal Documents.