OpenStack Upstream Training Archives

We held the first OpenStack Upstream Training in Atlanta, before OpenStack Summit Atlanta 2014. Since Atlanta, we have held the training before every OpenStack Summit. Besides this “official” event, some user groups hold the local Upstream trainings.

A big thank you to everyone that has made this possible, especially Loic Dachary, Stefano Maffulli, Tim Freund, Marton Kiss, and Ildikó Váncsa who lead the trainings.

Archived exercises

Lego applied to Free Software contributions (15 min)

These slides prepare students for the Lego activity, and ensure they understand the metaphors in use. The Lego in the exercise represents the code of a software project, in this case OpenStack. The students all take on roles that represent various facets of the OpenStack community, including upstream roles like Foundation and TC, and contributors like corporations, and unaffiliated individuals animated by unknown motives (free agents).

The group is split into their new ‘teams’ at this stage. Facilitators can choose any way they prefer to do this (selecting teams, or allowing students to self-select). The recommended numbers are in the slides, but can be changed to suit the number of participants in the room. For a very large group, consider separating into two ‘communities’, which then have to fit their streets together to complete the session. Having more communities requires an extra level of coordination to reach interoperability between the results of their work.

Give each person a nametag to wear, with their first name and their role written on it. For free agents, don’t disclose who is distracted, controversial, or agreeable. The community will need to work this out on their own.

Contribution Simulation (2 hour)

Ahead of time: ensure the existing Lego buildings are set out on a table, but not connected to each other. All the unsorted bricks should be available in several smaller boxes in a different part of the room, for participants to use. There is no need to display the boxes or instruction manuals.

Once the students are separated into their new roles, and have an understanding of the project, begin the timer for the first sprint. During the five minutes planning time, encourage each group to get together and think about their project. If possible, give each group a corner of the room and access to a whiteboard or flipchart. For companies, ensure the CEO sets a direction, and the team is on board. Their responsibility is to deliver value to their stakeholders. For upstream, have them think about the community standards they want to set: they are responsible for the quality of the finished product. For free agent contributors, use this time to get them to understand their role in the simulation: explain their part as agents of chaos. They can get straight to work as soon as they understand their role, no need to wait for the timer to go off. The free agents should not be forced to coordinate among themselves: there are better results if they find out how hard it is to accomplish anything without coordinating with others. In theory, the free agents can decide to demolish things, too: try suggesting this option to one of them, see what happens.

Suggestions of projects to work on:

  • Companies: big industrial items like a shopping mall, carpark, energy plant, datacenter, and hospital.

  • Free agents: community items like vegetable patches, bicycle paths, public artworks, playgrounds. For the controversial agent, problematic items such as a jail, skate bowl, and dog park.

  • Upstream: consider guidelines around consistency in the bricks used, how to connect the road and sidewalk between the buildings, the kinds of buildings they should request the community to make, and the things they simply will not accept. Make them understand that they are responsible for the finished product.

Start the timer for building time, and allow everyone to start work. During each building phase, have mentors wander around the groups listening in and making suggestions, without actually doing any of the work or giving answers. The role of the mentors is to ask questions to orient the conversations among the teams. For example, during the first sprint it is common that the CEO and the PTL will face incompatibility of their plans. Mentors should ask the teams how to address those issues.

In your interactions with the students, do not be afraid to provoke some issues. For example, bring up the idea of an API (a way of connecting the buildings to each other) with individual companies, but don’t mention it to upstream, so that upstream are finally faced with the challenge of standardizing the API. You could also, in the second or third sprint, encourage one group to call for a meeting off the sprint cycle to sort the problem out.

During the final five minutes of the sprint (review time), ask everyone to take their hands off the Lego, and gather around the in-progress street. At this stage, upstream get to vote on the changes, and anything rejected gets sent back to the contributing group to be fixed. Ensure upstream give good reasons for rejections, along with suggestions for improvement. Encourage Upstream to reject a few things early on, to try and ensure contributors understand the need to have Foundation on board before they throw something over the wall.

At the end of the four sprints, ensure you take a group photo!

Contribution Planning (2 hours)

  • The students prepare a 5-minute presentation of their planned contribution.

  • Each student group prepares a presentation describing:

    • the contribution they plan to work on during the online sessions

    • how they will engage with the Upstream

    • how it contributes to the company’s agenda

    • and whom they will be working with

  • Each student group presents its slides to the class

Previous trainings




2017 Beijing, China

2017 Boston, USA

2016 Barcelona, Spain

What’s new with OpenStack Upstream Training.


  • Ildikó Váncsa – The OpenStack Foundation

  • Márk Korondi – IBM Research Zürich

  • Kendall Nelson – The OpenStack Foundation

  • Victoria Martinez de la Cruz – Red Hat

  • Márton Kiss – Aptira

  • Jay Bryant – IBM

  • Patrick East – PureStorage

  • Xing Yang – Dell EMC

  • Ghanshyam Mann – NEC

  • Gergely Csatári – Nokia

  • Melvin Hillsman – OSIC

  • Christian Berendt – B1 Systems GmbH

  • Anne Gentle – Cisco

  • Jirayut Nimsaeng- Kaidee

  • Kato Tomoyuki- Fujitsu


Etherpad for Upstream Training, Barcelona, 2016

2016 Austin, USA


  • Marton Kiss (training, mentoring, assistant)

  • Ildiko Vancsa - ildikov - Telemetry (mentoring, assistant)

  • Mark Korondi (mentoring, assistant)

  • Victoria Martinez de la Cruz - vkmc - Trove/Zaqar (mentoring, assistant)

  • Christian Berendt - Installation (mentoring, assistant)

  • Lana Brindley - Docs (mentoring, assistant)

  • Swami Redydy (mentoring, assistant)

2015 Tokyo, Japan


  • Tim Freund (training, mentoring, assistant, english)

  • Chris Ricker (training, mentoring, assistant, english)

  • Loïc Dachary (Training, mentoring, assistant, english and french)

  • Shinobu KINJO (mentoring, assistant, japanese)

  • Cleber Rosa (mentoring, assistant, portuguese)

  • Rohit Agarwalla (assistant)

  • KATO Tomoyuki (assistant, Japanese)

  • macJack (assistant, English, Chinese)

2015 Vancouver, Canada


  • Tim Freund (training, assistant, english)

  • Chris Ricker (training, mentoring, assistant, english)

  • Sylvain Bauza (assistant, mentoring, training, french, english)

  • Lana Brindley (assistant, mentoring, English)

  • Rossella Sblendido (assistant, Italian, English)

  • Victoria Martínez de la Cruz (assistant, english)

  • Takashi Torii (assistant, japanese)

  • KATO Tomoyuki (assistant, Japanese)

  • macJack (assistant, English, Chinese)

  • François Bureau (assistant, french, english)


Etherpad for Upstream Training, Vancouver, 2015

2014 Paris, France

OpenStack Upstream Training in Paris.


  • Stefano Maffulli (training, mentoring, assistant, english)

  • Loic Dachary (training, mentoring, assistant, french, english)

  • Chris Ricker (training, mentoring, assistant, english)

  • Xavier Antoviaque (training, mentoring, assistant, french, english)

  • Rodolphe Quiedeville (training, mentoring, assistant, french)

  • Edouard Thuleau (assistant, french, english)

  • François Bureau (assistant, french, english)

  • Sahid Ferdjaoui (assistant, french, english)

  • Christophe Sauthier (training, assistant, mentoring, french, english)

  • Sylvain Bauza (assistant, mentoring, training, french, english)

  • Julie Pichon (training, mentoring, assistant, english)

  • Adrien Cunin (mentoring, assistant, french, english)

  • Tim Freund (assistant, english)

  • Syed Armani (training, mentoring, assistant, english)

  • Victoria Martínez de la Cruz (assistant, english)

  • Cindy Pallares (assistant, english)

  • Irena Berezovsky (assistant, mentor, english)

  • Haikel Guemar (assistant, mentor, french, english)

  • Takashi Torii (assistant, japanese)

2014 Atlanta, USA

OpenStack Upstream Training in Atlanta A Big Success.


  • Loic Dachary (training, mentoring, assistant, french, english) - lead

  • Chris Ricker (training, mentoring, assistant, english)

  • Xavier Antoviaque (training, mentoring, assistant, french, english)

  • Rodolphe Quiedeville (training, mentoring, assistant, french)

  • Edouard THULEAU (assistant, french, english)

  • Sahid Ferdjaoui (assistant, french, english)

Local Upstream Trainings

Seoul, Korea

  • 2nd Upstream Training in Seoul with Ubuntu Korea Community & Naver D2

    • Date: February 11, 2017 (Sat)

    • Etherpad for Upstream Training, Korea, 2017

    • More information:

    • Staff

      • Ian Y. Choi (training, assistant, mentoring)

      • SeongSoo Cho (assistant, mentoring)

      • Taehee Jang (assistant, mentoring - Ubuntu Korea Community)

      • Youngwoo Kim (assistant, mentoring)

      • EunSeop Shin (assistant, mentoring)

      • Young-Kyun Kim (assistant, mentoring)

      • Sungjin Kang (assistant, mentoring)

      • Hyeunjee Kim (assistant, mentoring)

      • Peter Ko (assistant, mentoring)

  • 1st Upstream Training in Seoul

    • Date: February 18, 2016 (Thu)

    • Etherpad for Upstream Training, Korea, 2016

    • More information:

    • Staff

      • Ian Y. Choi (training, assistant, mentoring)

      • Stephan Ahn (training, assistant, mentoring)

      • Sungjin Kang (training, assistant, mentoring)

      • Namgon Lucas Kim (assistant, mentoring)

      • Junsik Shin (assistant, mentoring)

      • Jungsu Han (assistant, mentoring)

      • Jieun Kim (assistant)

Tokyo, Japan

Japan OpenStack User Group has held the Upstream Training in Japan.

Upstream Training in Japan



July 6 - 7, 2016 (Wed - Thu)

More information:

July 9 - 10, 2015 (Thu - Fri)

More information:

February 2 - 3, 2015 (Mon - Tue)

More information:

October 10 - 11, 2014 (Fri - Sat)

More information:

Archive of additional training activities


Activities listed here are not realized at every Upstream training.