How To Value Open Source Software



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Application of Open Source Software in IT Services Dr. June Sung Park CTO Samsung SDS November 2008

Contents OSS Definition OSS Products OSS Value OSS Demand OSS Supply Samsung SDS Sponsored Anyframe Java Government s Role on OSS OSS Adoption Strategy Recommended 2

OSS Definition Definition Licensed software in which the source code is made available to users so that they are enabled with the freedom to modify it for their own purposes and (within certain restrictions) redistribute original and derived works as they see fit Properties Free distribution Source code Derived works Integrity of the author s source code No discrimination against persons or groups No discrimination against fields of endeavor Distribution of license License must not be specific to a product License must not restrict other software License must be technology-neutral More than 100,000 OSS projects listed in SourceForge.net Natural selection weeds out weaker competing variations and minimizes forking Yet, specialization allows variations to coexist as well (Gartner 2008) http://www.opensource.org 3

OSS Products: Classification Desktop OS: DesktopLinux Application: OpenOffice, GNOME, Firefox, K Desktop Environment Server Software Stack OS: Linux Web Server: Apache HTTP Server Server-Side UI Server: Tomcat App Server: JBoss, Geronimo Database Server: MySQL, PostgreSQL Content Management Server: OpenCms Security Directory: OpenLDAP Portal Server: Jetspeed B2B Server: mec-eagle A2A Integration Server: Openadapter Systems Management: OpenNMS Backup and Recovery: Amanda Framework UI Framework: Struts, Google Web Toolkit, Velocity, Cocoon Business Logic Framework: Spring Database Access Framework: Hibernate Development Tool Integrated Development Environment: Eclipse, NetBeans Modeling: ArgoUML Code Generation: AndroMDA Code Editor and Compiler: GNU Emacs, GNU Compiler Collection Scripting Languages: Perl, Python, PHP Code Analysis: PMD Build and Test: JUnit, Ant, Maven Configuration Management: CVS, Subversion Team Collaboration: CollabNet http://news.netcraft.com/archiv es/web_server_survey.html 4

OSS Products: Maturity By 2011, 80% of business software will contain OSS By 2011, OSS impact on infrastructure SW will grow at 24% p.a. to reach $46B OSS Waves Wave 1: 2004-07 -- Early adopters Wave 2: 2008-2012 -- Driven by mainstream enterprises Wave 3: 2012 - Just another aspect of sourcing 5

OSS Products: License Types License Types Apache License BSD License Common Public License Eclipse Public License GNU General Public License (GPL) GNU Lesser General Public License (LGPL) MIT License Mozzila Public License (MPL) Copyleft? No No Yes No Yes Yes No Yes Products Apache, Spring, Google Web Toolkit PostgreSQL, Yahoo UI Library Junit Eclipse Linux kernel, MySQL, JBoss OpenOffice, Hibernate Paint.Net Adobe Flex, Intalio BPMS Skype was convicted of violating the GPL by selling a Linux-based VoIP phone without proper source code access. Check gpl-violations.org. 6

OSS Value Value Proposition Lower acquisition cost and TCO Freedom from vendor lock-in Less susceptible to viruses and worms Greater flexibility Higher quality than proprietary software Open and de facto standards Developers learning through use of OSS Migration Inhibitors Lack of support or high ongoing support cost Product immaturity Lack of quality assurance Lack of applications Lack of skills Unexpected license costs Fear that the open source community will splinter Fear that open source license is violated Operational management complexity 7

OSS Demand Survey Question: In which of the following categories do you currently use, or plan to use in the next 12 months, an open-source project or product as an alternative to commercial software? Source: Gartner (July 2007) 8

OSS Demand Survey Question: What percentage of your organization's currently deployed software portfolio (applications and infrastructure) is classified in each of the following categories? In the next budget year? Proprietary or Commercial Software (Non-OSS) 45.5 48.6 Internally Developed Software 27.1 28.1 OSS 23.6 25.9 Others 0.7 0.5 Currently Deployed Next Budget Year Survey Question: For your entire IT environment, what percentage of the currently installed software is classified as mission-critical and non-mission-critical? Internally Developed Software 41.5 58.5 Proprietary or Commercial Software (Non-OSS) 41.0 59.0 OSS 50.3 49.7 Others 60.6 39.4 Source: Gartner (July 2007) Non-Mission-Critical 0 20 40 60 80 100 Mission-Critical 9

OSS Supply OSS Communities Communities of developers and end users provide product roadmap input, code donations, testing Volunteer programmers, Corporate sponsors, Consortia with commercial vendors Apache, OSDL, FSF, Eclipse Foundation, etc. Volunteer OSS Programmers Meritocracy: Ph.D. s and college distracts; our generation s Mozart s Global, 24X365, trans-corporate, virtual organization Structured, Tier 1 developers: face-to-face meetings (invitationonly summit) 10

OSS Supply SW Product Vendors Sponsor OSS communities, Develop OSS, Embed OSS into commercial products, Build Interfaces to interoperate with OSS Distribute, Maintain, Support, Train and Consult OSS-Specialized Companies: Red Hat, JBoss, MySQL, SugarCRM, OpenLogic, SourceLab, SpikeSource, Interface21/Spring, etc. Major SW vendors: Google, IBM Software, Sun, Oracle, Microsoft, HP Software, Novell, etc. Google s Participation in OSS Initiation of approximately 120 open-source projects Contribute people, time, code and promotion to the communities of Android, OpenSocial, Google Open Automation Framewrok, etc. Embed Ubuntu Linux, Desktop Linux, FeedServer, MySQL etc. into its offerings OSS programming skill development for university students through the "Google Summer of Code" program IBM s Participation in OSS Makes major contributions to Linux, Apache, Eclipse, OpenOffice, etc. Integrates Apache, JBoss, JetSpeed, mec Eagle, MySQL, OpenCMS. OpenLDAP, Open NMS, Amanda, etc. into Websphere, DB2, and Tivoli 11

OSS Supply IT Service Companies Sponsor OSS communities, Develop frameworks based on OSS, Use OSS in custom developments Support, Train, Consult and Manage OSS IBM Global Service, Accenture, EDS, CSC, Samsung SDS, etc. Forrester Research s survey in 2006 asking Will your company hire a consultant or SI for open source pilot of implementation in the next 12 months? showed that 11% of respondents reply yes. Accenture Together with Interface 21, developed Spring Batch framework for developing Java-based enterprise batch applications Samsung SDS Opened the source of Anyframe Java, an integrated Java platform providing development framework and tools based on Spring and a variety of other OSS Satyam provides consulting on OSS strategy, OSS governance processes, implementation of OSS, etc. HP managed services for key open source platforms 12

Samsung SDS Sponsored Anyframe Java Anyframe Java is an application framework providing the basic architecture, common technical services, SW engineering methodology and environment, and templates to facilitate developing and maintaining Java applications. It integrates and expands on the most up-to-date de-facto open source technologies such as Spring, Struts and Hibernate. It adopted Apache License which allows for usages and distribution without limits. 64% of Java developers and 80% of the Fortune 500 companies use Spring. Web Service Axis Reporting Jasper UI Struts Data Access Hibernate Core Spring Build Mgmt Maven Issue Mgmt JiRA Config. Mgmt Subversion IDE Eclipse Monitoring & Mgmt JMX http://www.anyframejava.org 13

Samsung SDS Sponsored Anyframe Java: Community Open, Transparent Development and Maintenance Process Test Case Results Code Coverage Duplicated Code Coding Style Check Integrated OSS Development Environment Bugs Report Dependency Check JavaNCSS Graph JavaNCSS Analysis Online and In-Class Training Courses 1 Issues Issue Mgmt 2 Issues Solved Configuration Mgmt Dashboard 4 3 Result Report Scheduling Build/Test Server Web 2.0 Community Downloads Community Homepage 6 Announcement Asset Repository 5 Release Source Code Binary File Manual Training Course Dev t Tool Monitoring Tool 14

Samsung SDS Sponsored Anyframe Java: Demand/Supply SDS Java Application Framework had been installed in 300+ sites during 2003-2007 New open-source version announced in 2008 is used in 20+ SI projects in Korea and overseas, and adopted as the standard framework by a leading business group in Korea Since opening in June 2008, monthly statistics of visits, downloads and forum interactions show steady interests and usages. Korean IT industry started using Anyframe Java in developing custom applications; e.g. Pension Management System by Gia Consulting, Malaysian Education System by Daum Technology. Korea Institute of Science and Technology (KAIST) s graduate students are developing components to add to Anyframe Java with the research fund provided by Korea Ministry of Knowledge Economy (MKE). 18,000 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 0 16,639 7,854 9,562 Number of downloads Number of Visitors 9,138 9,381 3,327 3,244 3,048 6 7 8 9 15

Government s Role on OSS Netherlands Deadline of April 2008 for all gov t agencies to start using OSS Economic Affairs Ministry provides tech support desk for OSS New agency will check whether agencies are following the directive Most other advanced countries Governments do not interfere with the market mechanism with respect to OSS 16

OSS Adoption Strategy Recommended Determine business problems to solve using OSS Specify the business requirements Establish a cross-functional team Select the best OSS Build an architecture and design the solution Design, Code, Integrate, Test, Fix, Test and Deploy Pick a small project and prove it works and get executive sponsorship Establish corporate policy and guidelines for using and contributing to OSS No one-size-fits-all approach OSS Due Diligence Evaluate the health of the organization behind an OSS Project longevity Consistency of leadership Release history Community activity Number of available books and Webpage hits Evaluate license restrictions and support availability: License type Supported platforms User adoption Vendors contribution of IP and staff Vendors inclusion in their commercial offerings Vendors offering of end user support with guaranteed service levels 17