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Advice on software escrow
preparation
The deposit must be considered as a "Crash Recovery deposit" for the original or current development and maintenance team. If the deposit does not include all of the raw materials, procedures and other information required by the current team to perform maintenance and further development of the deposited IT asset, it will be of no use to any other competent developers, acquirer or End User.
LOGITAS comes to the Depositor's office to prepare the future deposit with the project manager or competent developers and designers. This is done through establishment of the "Honour declaration" which will accompany the future physical deposit. This procedure allows LOGITAS to meet the developers on site, to explain what is at stake, to reply to their questions/concerns and to create the detailed technical description of content of the future deposit as well as the action plan to prepare and validate it.
This "Honor Declaration"
a accurately identify the hardware and software development environments (particularly the components downloaded from the Internet, libraries, DLLs, OCXs, firmware, shareware and other critical components) and describe the reinstallation instructions for this environment (particularly any non-standard installation procedures, platform-specific details, launching procedures, parameterization, etc.).The development environment description is an increasingly important piece of evidence of ownership. The environment specifics are not chosen at random. It is a fact that only the legitimate owner of the software is able to correctly reinstall the development platform and explain the choices made consistently with the deposited source code.
a summarize the software, its main components, functionalities, etc.
a list the elements to be deposited :
- Development and packaging environment (components, installation procedures,)
- Source codes, projects and associated files, scripts, batch…
- A copy of the configuration management system database (VSS, CVS, Subversion, etc. database) if one exists
- Build and Packaging procedures and/or scripts
- Deliverable version built entirely and only from the deposited elements,
- Database creation scripts, initial parameterization and population procedures
- Technical and user documents, (functional specification, architectural and design specifications, user guide, reference guide, etc.)
- Internal development standards,
- Files and test plans,
- Industrial designs, circuit descriptions, embedded software, and so forth
The objective of a first deposit is to create an inventory of what exists. This serves as a base on which to define future improvements, additions, and corrections that the Depositor can plan in terms of his priorities and resource availability.
a provide all the information concerning the deposit format: media type, file formats, compression tools, passwords (It is common to have deposits contain databases or documents protected by unsupplied passwords).
a This document will also include the jointly defined and agreed upon action plan specifying what is to be prepared and by whom before LOGITAS returns for the deposit validation procedure.
See : Who does what? 4 Step Procedure.
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