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Open Source and
         Content Management
                         Matt Hamilton
                 Member of the Board, Plone Foundation
               Technical Director, Netsight Internet Solutions




IMS 2008
4th Dec 2008
What is Open Source?

 Software that is released with
 source code under a license that
 permits access to the code and
 derivative works


IMS 2008
4th Dec 2008
Some notable OS projects




IMS 2008
4th Dec 2008
Open Source CMS landscape




IMS 2008
4th Dec 2008
Open Source CMS landscape




IMS 2008
4th Dec 2008
Why Open Source?


3 Key Reasons for Open Source in Content
Management:
  –   Better Fit
  –   More Transparent
  –   Lower Risk



IMS 2008
4th Dec 2008
Why Open Source?


Better Fit
  –   Closing the requirements gap
  –   Open Source provides a lower common denominator




IMS 2008
4th Dec 2008
Why Open Source?


More Transparent
  –   Auditability
  –   Access to source code invaluable for customisation
  –   Project / roadmap more transparent




IMS 2008
4th Dec 2008
Why Open Source?

Lower Risk
  –   Lower risk of 'dead-ends'
  –   Lower risk of failure
  –   Lower risk of takeover
  –   Empower IT department




IMS 2008
4th Dec 2008
Who is using Open Source?

 Eighty-fve percent of companies are
 already using open-source software,
 with most of the remaining 15 percent
 expecting to do so within the next year,
 according to analysts at Gartner.
         Gartner, Open-Source Impact on Application Software, Worldwide and Regional, Nov 2008




IMS 2008
4th Dec 2008
Who is using OS CMSs?




IMS 2008
4th Dec 2008
Evaluating an OS CMS
Without a vendor trying to pitch to you, how do
you evaluate all these different CMS systems?
      –   Does its features match what you need?
      –   Does the technology stack ft your organisation?
      –   How active is the community?
      –   How many companies are there out there to call on
          for help and support?
      –   What add-ons/extensions are there?
      –   Documentation, books, training?


IMS 2008
4th Dec 2008
Evaluating an OS CMS



               Prototype!


IMS 2008
4th Dec 2008
Evaluating an OS CMS
Prototyping
      –   No license fees, so low barrier to entry
      –   Plenty of consultancy companies to help you
               –   Money invested up front on evaluation is wise move
                   you would have just spend it on license fees anyways!
               –   Prototype specifc functionality you need. You want
                   custom content type for a report? You want users from
                   Active Directory? Show us!
      –   Can see through 'marketing gloss'



IMS 2008
4th Dec 2008
Community




IMS 2008
4th Dec 2008
Evaluating an OS CMS
Community
      –   How centralised is the project? Bus Number?
      –   How easy is it to interact with?
               –   Mailing lists
               –   Conferences, Sprints, etc
               –   Special interest groups
      –   Published books?
      –   Legal foundations? Licenses? Trademarks?



IMS 2008
4th Dec 2008
Evaluating an OS CMS
'Commercial Open Source'
      –   A project released under an Open Source licence,
          but developed and supported by primarily one
          company.
      –   A double edged sword?
               –   Does commercial support apply to OSS version of code?
               –   Risks of vendor takeover / failure
               –   Special interest groups
               –   Open Source code, but closed source mentality



IMS 2008
4th Dec 2008
Evaluating an OS CMS
β€œThe health, maturity and stability
of an Open Source project is a direct
refection of the health, maturity
and stability of the community that
surrounds it.”
               Open Source for the Enterprise, Dan Woods & Gautam Guliani




IMS 2008
4th Dec 2008
Community Support




IMS 2008
4th Dec 2008
Evaluating an OS CMS

Formalised Methods
      –   Business Readiness Rating (BRR)
      –   Open Source Maturity Model – Navica
      –   Open Source Maturity Model – Cap Gemini
      –   Method for Qualifcation and Selection of Open
          Source software (QSOS) – Atos Origin




IMS 2008
4th Dec 2008
Formalised methods
Maturity Tests
      –   Criteria set out of the software to be assessed for
          maturity. Usually a mixture of quantitative and
          evaluative questions
Requirements Weightings
      –   Different tests weighted according to the relevance
          of each test to the intended use (and users)
Scores Awarded
      –   Each item of software examined and given an
          overall score indicating comparative merit and
          readiness for deployment
IMS 2008
4th Dec 2008
Formalised methods
OSMM Weightings:

               Aspect                  Score
               Software                    4
               Support                     2
               Documentation               1
               Training                    1
               Integration                 1
               Professional Services       1
               TOTAL                      10


IMS 2008
4th Dec 2008
Procuring an OS CMS
Do your homework
      –   Assess your own requirements
      –   Evaluate different systems
      –   Get consultant/integrators in to demo
Look at TOTAL costs
      –   Don't be afraid to spend some money in the
          evaluation
Iterative Development
      –   Don't try to do too much too quickly
      –   Prototype
IMS 2008
4th Dec 2008
Thank you!

                      Questions?
                               or
               come fnd me at the Plone stand, 349
                               or
                   matth@netsight.co.uk
IMS 2008
4th Dec 2008

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Open Source and Content Management (+audio)

  • 1. Open Source and Content Management Matt Hamilton Member of the Board, Plone Foundation Technical Director, Netsight Internet Solutions IMS 2008 4th Dec 2008
  • 2. What is Open Source? Software that is released with source code under a license that permits access to the code and derivative works IMS 2008 4th Dec 2008
  • 3. Some notable OS projects IMS 2008 4th Dec 2008
  • 4. Open Source CMS landscape IMS 2008 4th Dec 2008
  • 5. Open Source CMS landscape IMS 2008 4th Dec 2008
  • 6. Why Open Source? 3 Key Reasons for Open Source in Content Management: – Better Fit – More Transparent – Lower Risk IMS 2008 4th Dec 2008
  • 7. Why Open Source? Better Fit – Closing the requirements gap – Open Source provides a lower common denominator IMS 2008 4th Dec 2008
  • 8. Why Open Source? More Transparent – Auditability – Access to source code invaluable for customisation – Project / roadmap more transparent IMS 2008 4th Dec 2008
  • 9. Why Open Source? Lower Risk – Lower risk of 'dead-ends' – Lower risk of failure – Lower risk of takeover – Empower IT department IMS 2008 4th Dec 2008
  • 10. Who is using Open Source? Eighty-fve percent of companies are already using open-source software, with most of the remaining 15 percent expecting to do so within the next year, according to analysts at Gartner. Gartner, Open-Source Impact on Application Software, Worldwide and Regional, Nov 2008 IMS 2008 4th Dec 2008
  • 11. Who is using OS CMSs? IMS 2008 4th Dec 2008
  • 12. Evaluating an OS CMS Without a vendor trying to pitch to you, how do you evaluate all these different CMS systems? – Does its features match what you need? – Does the technology stack ft your organisation? – How active is the community? – How many companies are there out there to call on for help and support? – What add-ons/extensions are there? – Documentation, books, training? IMS 2008 4th Dec 2008
  • 13. Evaluating an OS CMS Prototype! IMS 2008 4th Dec 2008
  • 14. Evaluating an OS CMS Prototyping – No license fees, so low barrier to entry – Plenty of consultancy companies to help you – Money invested up front on evaluation is wise move you would have just spend it on license fees anyways! – Prototype specifc functionality you need. You want custom content type for a report? You want users from Active Directory? Show us! – Can see through 'marketing gloss' IMS 2008 4th Dec 2008
  • 16. Evaluating an OS CMS Community – How centralised is the project? Bus Number? – How easy is it to interact with? – Mailing lists – Conferences, Sprints, etc – Special interest groups – Published books? – Legal foundations? Licenses? Trademarks? IMS 2008 4th Dec 2008
  • 17. Evaluating an OS CMS 'Commercial Open Source' – A project released under an Open Source licence, but developed and supported by primarily one company. – A double edged sword? – Does commercial support apply to OSS version of code? – Risks of vendor takeover / failure – Special interest groups – Open Source code, but closed source mentality IMS 2008 4th Dec 2008
  • 18. Evaluating an OS CMS β€œThe health, maturity and stability of an Open Source project is a direct refection of the health, maturity and stability of the community that surrounds it.” Open Source for the Enterprise, Dan Woods & Gautam Guliani IMS 2008 4th Dec 2008
  • 20. Evaluating an OS CMS Formalised Methods – Business Readiness Rating (BRR) – Open Source Maturity Model – Navica – Open Source Maturity Model – Cap Gemini – Method for Qualifcation and Selection of Open Source software (QSOS) – Atos Origin IMS 2008 4th Dec 2008
  • 21. Formalised methods Maturity Tests – Criteria set out of the software to be assessed for maturity. Usually a mixture of quantitative and evaluative questions Requirements Weightings – Different tests weighted according to the relevance of each test to the intended use (and users) Scores Awarded – Each item of software examined and given an overall score indicating comparative merit and readiness for deployment IMS 2008 4th Dec 2008
  • 22. Formalised methods OSMM Weightings: Aspect Score Software 4 Support 2 Documentation 1 Training 1 Integration 1 Professional Services 1 TOTAL 10 IMS 2008 4th Dec 2008
  • 23. Procuring an OS CMS Do your homework – Assess your own requirements – Evaluate different systems – Get consultant/integrators in to demo Look at TOTAL costs – Don't be afraid to spend some money in the evaluation Iterative Development – Don't try to do too much too quickly – Prototype IMS 2008 4th Dec 2008
  • 24. Thank you! Questions? or come fnd me at the Plone stand, 349 or matth@netsight.co.uk IMS 2008 4th Dec 2008