This document outlines the policy of Pentaho Corporation ("Pentaho") regarding the use of its trademarks. Any use of any Pentaho trademark must be in accordance with this policy. Pentaho's trademark policy attempts to balance two competing interests: Pentaho's need to ensure that its trademarks remain reliable indicators of quality and security; and Pentaho's desire to permit community members, software distributors and others that Pentaho works with to discuss Pentaho's products and to accurately describe their affiliation with Pentaho.

Underlying Pentaho's trademark policy is the general law of trademarks. Trademarks exist to help consumers identify, and organizations publicize, the source of products and services. Some organizations make better products than others; over time, consumers begin to associate those organizations (and their trademarks) with quality. When such organizations permit others to place their trademarks on goods of lesser quality, they find that consumer trust evaporates quickly. That's the situation that Pentaho seeks to avoid -- especially since, when it comes to intangible products like software, trust is all consumers have to decide on.

Although Pentaho's trademark policy is composed of a number of specific rules, most reflect the overarching requirement that your use of Pentaho's trademarks be non-confusing and non-disparaging. By non-confusing, Pentaho means that people should always know who they are dealing with, and where the software they are downloading came from. Websites and software that are not produced by Pentaho shouldn't imply, either directly or by omission, that they are. By non-disparaging, we mean that, outside the bounds of fair use, you can't use our trademarks as vehicles for defaming us or sullying our reputation. These basic requirements can serve as a guide as you work your way through the policy.

Printed Materials and Web Sites

Although many uses of Pentaho's trademarks are governed by more specific rules, which appear below, the following basic guidelines apply to any use of Pentaho's trademarks in printed materials and on websites:

• Proper Use. Trademarks are adjectives, not nouns. They should be used to modify a noun, e.g., PENTAHO software is an awesome product, not PENTAHO is a good product;
• Proper Form. Pentaho's trademarks should be used in their exact form, not combined with any other word or words;
• Accompanying Symbol. The first or most prominent mention of a Pentaho trademark should be accompanied by a symbol indicating whether the mark is a registered trademark ("®") or an unregistered trademark ("™"). The trademark PENTAHO is a registered trademark;
• Notice. The following notice should appear in the document in which the Pentaho trademark I used: "[TRADEMARK] is a ["registered", if applicable] trademark of Pentaho, Inc.";
• Distinguishable. In at least the first reference, the Trademark should be set apart from surrounding text, either by capitalizing it or by italicizing, bolding or underlining it.

Software Distributions

You may distribute unchanged official binaries downloaded from Pentaho to anyone in any way subject to governing law, without receiving any further permission from Pentaho. However, you must not remove or change any part of the official binary, including Pentaho trademarks. On your website or in other materials, you may truthfully state that the software you are providing is an unmodified version of a Pentaho application, keeping in mind the overall guidelines for the use of Pentaho trademarks in printed materials, detailed above. We suggest that, if you choose to provide visitors to your website the opportunity to download Pentaho binaries, you do so by means of a link to our site, to help ensure faster, more reliable downloads. (See the section on Linking, below.)

If you choose to distribute Pentaho binaries yourself, we request that you make available the latest stable version (of course, you probably want to do so as well).

Those taking full advantage of the open source nature of Pentaho's products and making significant functional changes may not redistribute the fruits of their labor under any Pentaho trademark. All Pentaho trademarks would need to be removed prior to redistribution. And you may not use any trademarks that are confusingly similar to any Pentaho trademarks for the redistributed product.

At the same time as it seeks community involvement in the development of its products, Pentaho wants to protect the reputation of its products as high-quality and lightweight, with simple, usable interfaces. If you want to ship extensions or plugins, and you plan on distributing them under any Pentaho trademarks, you must first seek approval from Pentaho. What Pentaho finds acceptable will depend on the effect of the extensions and plugins on the Pentaho product. Pentaho products are designed to be extended, and Pentaho recognizes that community members writing extensions need some way to identify the Pentaho product to which their extensions pertain. Pentaho's main concern about extensions is that consumers not be confused as to whether they are official (meaning approved by Pentaho) or not. To address that concern, Pentaho requests that extension names not include, in whole or in part, the word "Pentaho" as this would suggest a connection between Pentaho and the extension (e.g. "XYZ for the Pentaho Analysis product," would be acceptable, but "XYZPentaho" would not).

Linking

So long as you don't do anything that might confuse visitors to your website, or that might violate the Overall Guidelines for Printed Materials, above, Pentaho invites you to link to Pentaho's website, including for the purpose of allowing your visitors to download the Pentaho products.

Domain Names

If you want to include all or part of a Pentaho trademark in a domain name, you have to receive written permission from Pentaho. People naturally associate domain names with organizations whose names sound similar. Almost any use of a Pentaho trademark in a domain name is likely to confuse consumers, thus running afoul of the overarching requirement that any use of a Pentaho trademark be non-confusing.

Services Related to Pentaho Software

If you offer services related to Pentaho software, you may use Pentaho's trademarks in describing and advertising your services, so long as you don't violate these overall guidelines for the use of Pentaho's trademarks or do anything that might mislead customers into thinking that Pentaho has any direct relationship with your organization. For example, it's OK if your website says, "Services for the PENTAHO products." It's not OK, though if it says, "PENTAHO customization services sold here," since the first suggests that Pentaho is related to your business, and the second is confusing as to who -- you or Pentaho -- performed the customization. When in doubt, err on the side of providing more, rather than less, explanation and information.

Logos

You may not produce modified versions of the PENTAHO logos. A modified logo also would raise the possibility of consumer confusion, thus violating Pentaho's trademarks rights, too.

Questions

Pentaho has tried to make its trademark policy as comprehensive as possible. If you're considering a use of a Pentaho trademark that's not covered by the policy, and you're unsure whether that use would run afoul of Pentaho's guidelines, please contact Pentaho.