Contents. Intended Audience for This Book How This Book Is Structured. Acknowledgements

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1 Preface Intended Audience for This Book How This Book Is Structured xvii xviii xix Acknowledgements xxi 1 Open Source Software: Definitions and History Definition of Terms What Is Free Software? What Are Good Examples of Open Source? Is It Necessary to Adopt Open Source Wholesale? Does Open Source Mean Linux? Does Open Source Require Different Business Methods? Will All Systems Be Open Source One Day? Is Open Source a Fad That Will Go Away? A Brief History of Software Early Years Software Companies UNIX BSD GNU and FSF Linux The Personal Computer The Internet The World Wide Web Summary 14 vii

2 viii 2 Where Open Source Is Successful Analytical Framework Disruptive Innovations The Technology Adoption Curve The Open Source Stack Adoption of Specific Open Source Technologies Open Source Is in Widespread Successful Use Open Source Is the Heart of the Internet Linux Is Shipping a Lot Open Source Appliances Are Everywhere New Companies and New Businesses Use Open Source Open Source Is Broadly Adopted Examples of Open Source Systems Summary 39 3 Open Source: The Good, the Bad, and the Ugly What Is Good about Open Source Why Your Right to View Code Matters Why Your Right to Change and Redistribute Code Matters You Can Buy from Different Vendors and Adopt New Platforms Open Source Avoids Proprietary Information Formats Open Source Allows Integration between Products Open Source Licensing Is Simpler and Less Expensive Open Source is a Good Solution for International Companies There Is a Large Pool of Skilled Open Source Professionals Open Source Is Not Enough by Itself Deployment Platform Database Platform Software Language, Architecture, and Implementation Data Architecture How Choosing Open Source Is More Difficult for You 56

3 ix Open Source Has a Less Complete Level of Sales Support Specific Product Reviews Will Not Favor Open Source Open Source Products Are Not Bundled, Branded, or Integrated What Others Say about Open Source Summary 64 4 Five Immediate Open Source Opportunities Create an Open Source Lab Review Existing Work Train Developers to Program in Open Source Languages Migrate Infrastructure to Samba and OpenLDAP File and Print Servers Manage Use of Windows Proprietary Features Train Administrators in Linux and Samba Build Some LAMP Applications Bring New Desktop Systems to the Underserved New and Small Businesses Franchises Call Centers Retail, Food Service, and Hospitality Government, Healthcare, and Education Unlicensed Software International Opportunities Migrate Applications and Databases to Open Source Evaluate Open Source Databases Replace Small and Old Database Applications with Open Source Migrate UNIX to Linux Evaluate and Purchase Packages on Linux Enterprise Application Software Summary 96 5 Five More Open Source Opportunities Introduction 99

4 x Customization and Integration Organization Size Directory Services Migration and Interoperability UNIX Mail Systems Migration PC-Based Mail Systems Replacing Exchange Integrated Exchange Replacements Groupware and Collaboration Wiki Other Community Software Weblogs Instant Messaging Complex Web Publishing Portal Components Open Source Content Portals Manage User Desktops Analyze Desktop Use and Licensing Other Possibilities Summary Operating Systems of the Operating System FreeBSD The Value of Alternative Operating Systems? Using the Shell Recent Linux Improvements Scaling Linux up and Down Security Linux Distribution Vendors The Many Versions of Linux Enterprise Distribution Vendors Community-Supported Distribution Vendors Debian Fedora International Alternatives Consumer Linux Choices Booting from a CD Summary 142

5 xi 7 Open Source Server Applications Infrastructure Services File and Print Services Directory Services Web Servers Apache Other Web Servers Database Servers Classes of Database Servers Analysis of Database System Sizes Open Source Database Choices Database Performance Is Good Enough Competing with Closed Code Databases Mail Servers Systems Management Summary Open Source Desktop Applications Introduction The Open Source Desktop Linux Desktop Share Limitations to Desktop Linux Adoption Graphical Desktops Web Browsers Deploying Browsers The Office Suite OpenOffice.org Competition in the Office Suite Market Comparison of Microsoft Office to OpenOffice Migration from Microsoft Office to OpenOffice Lock-in and Complexity When You Don t Need an Office Suite Mail and Calendar Clients Professional Applications Drawing and Image Management Personal Software Running Windows Applications Summary 201

6 xii 9 How Open Source Software Is Developed Methodology Open Source Compared with Closed Code Open Source Compared with Corporate Development Open Source Development Tools Managing People Languages Used to Develop Open Source Products C and C Perl PHP Python Java Other Languages Cross-Platform Code Summary Managing System Implementation Implementation Roles Customer Management Program Management Development Testing Communication Deployment Open Source Impact on Team Issues Implementation Process Releases Team Roles during the Process Implementation Principles Resource Trade-offs Frequent Releases Support Elements Watching for Problems Key Documents Project Definition Risk Management Example of a Risk Assessment Functional Specification Technical Specification Migration 236

7 xiii Migration Approaches Assessing the Current System Interacting with the Open Source Community Hiring from the Community Employee Agreements Repaying the Community Support Summary Application Architecture Types of Systems Extreme Systems Transactional Systems Knowledge Management Tiered Design Managing Performance and Scalability State Management Queuing Database Design Application Servers Interoperability Shared Data Process Communication Application Integration Engines Web Services Data Formats Development Platform Choices Java Net LAMP Summary The Cost of Open Source Systems Total Cost of Ownership Staffing Costs Hardware Costs Software Costs Using Third-Party Application and Database Servers Pricing Open Source Software Pricing Closed Code Software 283

8 xiv Pricing Windows Software Types of Costs Fixed Costs Off-Budget Costs Sunk Costs Switching Costs Scenarios Small Organization: Web Site Large Organization: Internal Use Summary Licensing Types of Licenses Relicensing Only Matters If You Distribute Reciprocal Licenses Are Similar to Commercial Licenses Licenses in Use Reciprocal Licenses Nonreciprocal Licenses Which License to Use Mixing Open and Closed Code Dual Licensing Other Intellectual Property Issues Provenance Summary 305 A Resources 307 A.1 Managing an Open Source Lab 307 A.2 Installing an Evaluation Linux System 309 A.2.1 Setting up Interoperability 312 A.2.2 Dual Boot 312 A.2.3 Running Linux on Windows 313 A.2.4 Running Windows on Linux 314 A.3 Next Steps 315 A.4 Top Ten Reasons to Use Open Source Software 315 A.5 Web Links 316

9 xv B The Open Source Definition 321 C Examples of Open Source Licenses 323 C.1 GPL 323 C.2 Mozilla Public License 332 C.3 The BSD License 343 Bibliography 345 About the Author 351 Writing Environment 352 Index 353

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