ECM and Open Source Software: A Disruptive Force in ECM Solutions Jeff Potts Practice Director, ECM Optaros: http://www.optaros.com Blog: http://ecmarchitect.com

Background 1994 1997 2002 2006 Groupware KM/ECM Open Source ECM 2007 2008 Focus Tech Firm 2007 Alfresco Community Contributor of the Year

Agenda The Rise of Open Source Open Source & ECM Significant Players At-a-Glance Who's Already Using Open Source ECM? Getting Started

The Rise of Open Source

Open Source & ECM

Significant Players At-a-Glance

Who's Already Using Open Source ECM?

Getting Started

The Rise of Open Source Photo Credit: SouthernView

Audience Poll How many of you use open source in production systems today?

Answer: All of you do 2005 study by Information Week and Optaros showed 85% of respondents acknowledged their use of open source Over 50% of enterprises with Oracle users have deployed Linux in production (Burton Group quoting a 2007 survey by the Independent Oracle users group)‏ Photo Credit: YouTube

2005 study by Information Week and Optaros showed 85% of respondents acknowledged their use of open source

Over 50% of enterprises with Oracle users have deployed Linux in production (Burton Group quoting a 2007 survey by the Independent Oracle users group)‏

Open source trends More than half of all web servers (>91 million) run Apache (Netcraft, September, 2008)‏ ~2.0 million total Alfresco downloads (Alfresco, October, 2008)‏ 1.4 million Drupal downloads last year (July 2007 – June 2008)‏ 2.5 million articles (in English alone) on wikipedia, the world's 8 th busiest web site according to Alexa (October, 2008)‏ 4 million blogs hosted on wordpress.com which Alexa ranks as #28 (October, 2008)‏ Drupal and Joomla web sites handle more traffic than 17 of the Fortune 20 corporate sites (Burton Group, 2008)‏ OS Database Web/App Server Developer Tools Applications Cloud/SAAS Open Source

More than half of all web servers (>91 million) run Apache (Netcraft, September, 2008)‏

~2.0 million total Alfresco downloads (Alfresco, October, 2008)‏

1.4 million Drupal downloads last year (July 2007 – June 2008)‏

2.5 million articles (in English alone) on wikipedia, the world's 8 th busiest web site according to Alexa (October, 2008)‏

4 million blogs hosted on wordpress.com which Alexa ranks as #28 (October, 2008)‏

Drupal and Joomla web sites handle more traffic than 17 of the Fortune 20 corporate sites (Burton Group, 2008)‏

“ Open Source is worth $60 billion” John Powell, CEO, Alfresco (a commercial Open Source company)‏ Measure of the cost savings by customers who have chosen open source over commercial ComputerworldUK, May 15, 2008 “ Open source is now the world's largest software industry....You measure it in the savings people are making in licence fees....Licence fees don't add any value to the product and are purely a transfer of wealth from consumers to software vendors.”

John Powell, CEO, Alfresco (a commercial Open Source company)‏

Measure of the cost savings by customers who have chosen open source over commercial

ComputerworldUK, May 15, 2008

Open Source Acquisitions RedHat acquired JBoss in June, 2006 for $350 million Citrix acquired XenSource in August of 2007 for $500 million Yahoo acquired Zimbra in September of 2007 for $350 million Sun acquired MySQL in January of 2008 for $1 billion See also “Open Source Gold Rush” blog post by Matt Asay on cnet and “Open Source For Sale” at InformationWeek

RedHat acquired JBoss in June, 2006 for $350 million

Citrix acquired XenSource in August of 2007 for $500 million

Yahoo acquired Zimbra in September of 2007 for $350 million

Sun acquired MySQL in January of 2008 for $1 billion

Why our clients choose open source Better fit Get what's common “for free”, customize for fit Standards-based Skills availability/desirability Interoperability Transparency Source code Issue tracking Direction See also “Why Open Source?” on ECM Architect.

Better fit

Get what's common “for free”, customize for fit

Standards-based

Skills availability/desirability

Interoperability

Transparency

Source code

Issue tracking

Direction

Don't Build or Buy... Building custom applications from scratch Custom solutions that address requirements Lengthy time-to-market Maintenance and support difficulties Buying large packaged applications from large vendors Bloated applications Over-serving the market – only 10% of the functionality in use Software doesn’t meet specific enterprise needs and must be customized significantly Vendors are difficult to influence and customers are “locked in”

Building custom applications from scratch

Custom solutions that address requirements

Lengthy time-to-market

Maintenance and support difficulties

Buying large packaged applications from large vendors

Bloated applications

Over-serving the market – only 10% of the functionality in use

Software doesn’t meet specific enterprise needs and must be customized significantly

Vendors are difficult to influence and customers are “locked in”

...Instead, Assemble Open source facilitates application assembly Standards based Widely used, tested, scalable components Highly modular Internationalized

Open source facilitates application assembly

Standards based

Widely used, tested, scalable components

Highly modular

Internationalized

Open Source & ECM Photo Credit: flyfshrmn98

Innovation waves - ECM and related Technologies Archiving Document Management Knowledge Mgmt Portal Smart Enterprise Suites Workflow / BPM Open Standards Open Source Innovation 1990 2010 Industry consolidation

Open Source Content Management There are hundreds of thousands of open source projects available today Of those, hundreds are open source content management packages Narrow the list to those “enterprise ready” offerings with commercial support Segment by language (Java, PHP, Python, Perl)‏ Segment by primary use (Community/Portal vs. Repository)‏ Many open source content management projects focus on WCM

There are hundreds of thousands of open source projects available today

Of those, hundreds are open source content management packages

Narrow the list to those “enterprise ready” offerings with commercial support

Segment by language (Java, PHP, Python, Perl)‏

Segment by primary use (Community/Portal vs. Repository)‏

Many open source content management projects focus on WCM

Significant ECM Players Photo Credit: crowt59

Open Source Document Management Players 0 1 2 3 4 5 0 1 2 3 4 5 Application capabilities (Large) enterprise readiness Alfresco sTeam Contineo Plone Nuxeo KnowledgeTree Owl Community Legend

Open Source Enterprise 2.0 Components Content Repository Blogging Wiki Search Collaborative Filtering Social Networking Forums / Real-time COFI Portal/Presentation

Alfresco at-a-glance Founded in 2005 by John Newton First production release was at the end of June, 2005 Management John Newton (Co-founder & CTO) – Founder of Documentum; founding developer of Ingres; 25 years in enterprise software John Powell (Co-founder & CEO) – COO of Business Objects; President, Oracle UK; 25 years selling enterprise software Kevin Cochrane (VP, Engineering) - Employee #4 at Interwoven, then VP of Product Management (built TeamSite)‏ Matt Asay (VP, Business Development) - Founder, Open Source Business Conference; co-founder, Novell’s Linux Business Office; board member, OSI Engineering All 11 original engineers came from Documentum

Founded in 2005 by John Newton

First production release was at the end of June, 2005

Management

John Newton (Co-founder & CTO) – Founder of Documentum; founding developer of Ingres; 25 years in enterprise software

John Powell (Co-founder & CEO) – COO of Business Objects; President, Oracle UK; 25 years selling enterprise software

Kevin Cochrane (VP, Engineering) - Employee #4 at Interwoven, then VP of Product Management (built TeamSite)‏

Matt Asay (VP, Business Development) - Founder, Open Source Business Conference; co-founder, Novell’s Linux Business Office; board member, OSI

Engineering

All 11 original engineers came from Documentum

Alfresco at-a-glance: Functionality Solid ECM platform Core content services (Search, Metadata, Security, CIAO)‏ Advanced workflow engine (JBoss jBPM)‏ Ability to access repository as a file share through CIFS (as well as FTP, WebDAV, SMTP)‏ LDAP authentication Many API options (Java, JavaScript, FreeMarker, REST, SOAP)‏ Maturing WCM platform Technology agnostic Snapshots, rollback, sandboxes/virtualization Web forms, multiple renditions Deployment to test servers, production servers, other instances Emerging collaboration platform Supports the Sharepoint Protocol for Office integration Embedded wiki Blogs “ Share” client is aimed at team collaboration

Solid ECM platform

Core content services (Search, Metadata, Security, CIAO)‏

Advanced workflow engine (JBoss jBPM)‏

Ability to access repository as a file share through CIFS (as well as FTP, WebDAV, SMTP)‏

LDAP authentication

Many API options (Java, JavaScript, FreeMarker, REST, SOAP)‏

Maturing WCM platform

Technology agnostic

Snapshots, rollback, sandboxes/virtualization

Web forms, multiple renditions

Deployment to test servers, production servers, other instances

Emerging collaboration platform

Supports the Sharepoint Protocol for Office integration

Embedded wiki

Blogs

“ Share” client is aimed at team collaboration

Alfresco Share Screenshot

Alfresco as SharePoint Killer? Alfresco's ability to support the SharePoint Protocol is huge Alfresco Share currently lacks a couple of features popular with SharePoint users Custom lists/views User-defined web forms Alfresco offers: Much better scalability (No hard limits in number of documents or search index, unlike SharePoint)‏ Choice at all points in the stack

Alfresco's ability to support the SharePoint Protocol is huge

Alfresco Share currently lacks a couple of features popular with SharePoint users

Custom lists/views

User-defined web forms

Alfresco offers:

Much better scalability (No hard limits in number of documents or search index, unlike SharePoint)‏

Choice at all points in the stack

Acquia at-a-glance Founded in 2008 by Dries Buytaert and Jay Batson Commercial company behind Drupal Dries started Drupal in 1999 while in college as a “Message Board” Acquia Drupal is a certified, commercially supported Drupal distribution Acquia provides commercial support for Acquia Drupal

Founded in 2008 by Dries Buytaert and Jay Batson

Commercial company behind Drupal

Dries started Drupal in 1999 while in college as a “Message Board”

Acquia Drupal is a certified, commercially supported Drupal distribution

Acquia provides commercial support for Acquia Drupal

Acquia at-a-glance: Functionality Primarily a “Community” platform Social networking Collaborative sites Intranet applications Runs best on LAMP Thousands of modules available Five star ratings, Content Construction Kit (CCK), Podcast, Blogs, Forums, etc. Acquia Network automatically checks for software updates

Primarily a “Community” platform

Social networking

Collaborative sites

Intranet applications

Runs best on LAMP

Thousands of modules available

Five star ratings, Content Construction Kit (CCK), Podcast, Blogs, Forums, etc.

Acquia Network automatically checks for software updates

Drupal Screenshot

Liferay at-a-glance Created in 2000 for the non-profit sector by Brian Chan Liferay, Inc. is the commercial company behind Liferay Commercial support Professional services Sun recently made a major investment in Liferay

Created in 2000 for the non-profit sector by Brian Chan

Liferay, Inc. is the commercial company behind Liferay

Commercial support

Professional services

Sun recently made a major investment in Liferay

Liferay at-a-glance: Functionality Java-based portal server JSR-168, JSR-286 compliance Runs in an application server Includes basic content management repository Drag-and-drop portlet arrangement 60+ portlets available OOTB RSS, Forums, Blogs, Wikis, Polls, Content Management, Social Networking, etc. User profiles, SSO, LDAP integration Infinite number of sub-sites

Java-based portal server

JSR-168, JSR-286 compliance

Runs in an application server

Includes basic content management repository

Drag-and-drop portlet arrangement

60+ portlets available OOTB

RSS, Forums, Blogs, Wikis, Polls, Content Management, Social Networking, etc.

User profiles, SSO, LDAP integration

Infinite number of sub-sites

Liferay Screenshot

Who's Using Open Source ECM Today? Photo Credit: tribalicious

Who's Already There? (Selected Optaros ECM Clients)‏ McKesson Procter & Gamble Activision Electronic Arts Sony Pictures Endeca EMD Serono Rodale Fox Broadcasting Neiman Marcus Travelocity Ackerman & McQueen Swisscom Mobile NXP Semiconductor Lifetime Cisco New York Times

McKesson

Procter & Gamble

Activision

Electronic Arts

Sony Pictures

Endeca

EMD Serono

Rodale

Fox Broadcasting

Neiman Marcus

Travelocity

Ackerman & McQueen

Swisscom Mobile

NXP Semiconductor

Lifetime

Cisco

New York Times

What are they doing? A lot of: Intranet 2.0 Document management Business Process Management Portals Team Collaboration WCM Community/Web 2.0 sites Vignette/Stellent/etc. replacements Some: Digital Asset Management Records Management Not Much: Imaging Fixed storage

A lot of:

Intranet 2.0

Document management

Business Process Management

Portals

Team Collaboration

WCM

Community/Web 2.0 sites

Vignette/Stellent/etc. replacements

Some:

Digital Asset Management

Records Management

Not Much:

Imaging

Fixed storage

Client Case Study: Endeca The Company: Building a partner community for innovation The Challenge: Assembly Highlights: 180 users the first day, 360 the first week, more than 1000 the first month Site integrates portal, content, and blog servers with a seamless user interface Content is personalized to match user preferences Content approval rules can be adjusted for each department Reusable assembly for internal Endeca community (e.g. blogging, Wiki)‏ Endeca Technologies, a next-generation information access company Information access platform is used by many leading companies and government agencies Headquarters in Cambridge, MA, USA and operations worldwide Create an online knowledge-sharing and collaboration community for employees, customers, and partners Provide controlled access to thousands of technical documents, best practices, code samples, case studies, and other content Address department-specific requirements for metadata and content approval Support future initiatives for interaction and participation Meet a 13-week deadline “ The solution that Optaros assembled for us lets us interact with our audiences with speed, flexibility and differentiation.” Colby Dyess Product Manager Endeca

180 users the first day, 360 the first week, more than 1000 the first month

Site integrates portal, content, and blog servers with a seamless user interface

Content is personalized to match user preferences

Content approval rules can be adjusted for each department

Reusable assembly for internal Endeca community (e.g. blogging, Wiki)‏

Endeca Technologies, a next-generation information access company

Information access platform is used by many leading companies and government agencies

Headquarters in Cambridge, MA, USA and operations worldwide

Create an online knowledge-sharing and collaboration community for employees, customers, and partners

Provide controlled access to thousands of technical documents, best practices, code samples, case studies, and other content

Address department-specific requirements for metadata and content approval

Support future initiatives for interaction and participation

Meet a 13-week deadline

Colby Dyess

Product Manager

Endeca

Client Case Study: Endeca Building a partner community for innovation (Cont’d)‏ Key Components: Liferay Portal [JSR-168] Forums: Liferay Forums Alfresco: Content Presentation [JSR- 170] Additional AJAX integration with script.aculo.us, prototype DWR (Direct Web Remoting) toolkit for javascript Blogs: Apache Roller Open Source Software Web Presentation: Used to integrate Liferay with Alfresco Web Services: Alfresco content repository JBoss Application Server Red Hat Directory Server (LDAP) for user and group management Back-end Components: Differentiators: Enterprise 2.0 open source assembly designed for Endeca’s needs and preferences Content approval rules are adjustable for individual departments using Alfresco's embedded JBPM workflow engine Enterprise 2.0 stack can be leveraged and reused for Endeca’s internal community site Loose assembly architecture allows easy replacement of pluggable modules and the ability to experiment “ By offering our customers and partners a seamless way to educate themselves and interact with peers we are creating loyalty to the site and to Endeca.” - Colby Dyess Product Manager Endeca Colby Dyess Product Manager Endeca “ Endeca customers and partners have been the driving force behind our initiatives to encourage relationship building and the open exchange of ideas and best practices. EDeN is the culmination of these efforts…” Vibrant online community builds stronger relationships with customers and partners Users can access thousands of technical documents, tools and utilities, code samples, case studies and other content Metadata tags identify relevant search content to match user profile Social networking and knowledge-sharing for e-business (blogs for executives and technical staff, feedback, forums)‏ New participation and collaboration features coming soon Endeca Search Engine Client Preferred Component Flexibility: Differentiation:

Liferay Portal [JSR-168]

Forums: Liferay Forums

Alfresco: Content Presentation [JSR- 170]

Additional AJAX integration with script.aculo.us, prototype

DWR (Direct Web Remoting) toolkit for javascript

Blogs: Apache Roller

Used to integrate Liferay with Alfresco

Alfresco content repository

JBoss Application Server

Red Hat Directory Server (LDAP) for user and group management

Enterprise 2.0 open source assembly designed for Endeca’s needs and preferences

Content approval rules are adjustable for individual departments using Alfresco's embedded JBPM workflow engine

Enterprise 2.0 stack can be leveraged and reused for Endeca’s internal community site

Loose assembly architecture allows easy replacement of pluggable modules and the ability to experiment

Colby Dyess

Product Manager

Endeca

Vibrant online community builds stronger relationships with customers and partners

Users can access thousands of technical documents, tools and utilities, code samples, case studies and other content

Metadata tags identify relevant search content to match user profile

Social networking and knowledge-sharing for e-business (blogs for executives and technical staff, feedback, forums)‏

New participation and collaboration features coming soon

Endeca Search Engine

Endeca EDeN Architecture Batch Job SOAP WS JDBC JDBC User Profiles Preferences Presentation Services RSS Portlet Forums Portlet Custom Search Portlets Custom Alfresco Portlets Site-wide Search Guided Navigation Content Spotlighting SOAP WS LDAP Custom Content Model Advanced Workflow Custom Actions Minor Web Client Cust. All File-based Content CTO Blog Engineer Blogs

User Profiles

Preferences

Presentation Services

RSS Portlet

Forums Portlet

Custom Search Portlets

Custom Alfresco Portlets

Site-wide Search

Guided Navigation

Content Spotlighting

Custom Content Model

Advanced Workflow

Custom Actions

Minor Web Client Cust.

All File-based Content

CTO Blog

Engineer Blogs

Early wireframe

Screen Shots

Getting Started Photo Credit: jdtornow

Open Source Challenges Support Look for strong communities Prefer projects with commercial support Bright side: Choice Documentation Nebulous road map Tends to be much more democratic Need-driven, developer-driven, not vendor-driven Non-traditional sales cycle Usually minimal marketing and sales budgets Bright side: Zero acquisition cost means cost of failure is low

Support

Look for strong communities

Prefer projects with commercial support

Bright side: Choice

Documentation

Nebulous road map

Tends to be much more democratic

Need-driven, developer-driven, not vendor-driven

Non-traditional sales cycle

Usually minimal marketing and sales budgets

Bright side: Zero acquisition cost means cost of failure is low

Evaluating Open Source Evaluate like you would a commercial vendor Features Architectural fit Support References Proof-of-concept/Bake-off Don't just check boxes: Most of the time, Open source ECM is on par with commercial offerings Cost savings should not be your number one driver Up-front license outlay will likely be redirected to services

Evaluate like you would a commercial vendor

Features

Architectural fit

Support

References

Proof-of-concept/Bake-off

Don't just check boxes: Most of the time, Open source ECM is on par with commercial offerings

Cost savings should not be your number one driver

Up-front license outlay will likely be redirected to services

Measuring “community” strength Activity Releases, minor & major Downloads Bug/issue log Posts, responses Helpfulness Breadth (code commits, forum activity, wiki/documentation edits)‏ Project leadership Visible, vocal leadership Committed partners

Activity

Releases, minor & major

Downloads

Bug/issue log

Posts, responses

Helpfulness

Breadth (code commits, forum activity, wiki/documentation edits)‏

Project leadership

Visible, vocal leadership

Committed partners

Open Source Resources Blogs Matt Asay cnet 451 Group CAOS Redmonk ECM Architect Open Parenthesis Enter Content Here John Newton EOS Directory Ostatic Ohloh JumpBox RedHat Exchange Don't write these down. Instead, go to: http://delicious.com/jpotts/opensource_ecm_talk

Blogs

Matt Asay cnet

451 Group CAOS

Redmonk

ECM Architect

Open Parenthesis

Enter Content Here

John Newton

EOS Directory

Ostatic

Ohloh

JumpBox

RedHat Exchange

Parting Thoughts “ Selectively seed development with RIA, dynamic language, and open source expertise...If you don’t have a strategy that takes advantage of external services and open source frameworks, then it may be hard to compete with nimbler competitors.” (Forrester, July 26, 2007)‏

“ Selectively seed development with RIA, dynamic language, and open source expertise...If you don’t have a strategy that takes advantage of external services and open source frameworks, then it may be hard to compete with nimbler competitors.” (Forrester, July 26, 2007)‏

About Optaros We design, assemble & support next-generation Internet solutions for ecommerce and media & publishing clients We help our clients become more agile and deliver better user experiences to their customers, employees, and suppliers We do great work 100% reference-able 98% on-time/on-budget We‘re growing $0  $21 million since 2005 Over 200 employees across offices in North America, Bucharest, Geneva, London, Munich, Zurich We have a rich history Leadership since 1990 through the client-server, web browser, and “assembly” eras We’re well capitalized $20 million capitalization