An Open Source  Case Study Determining if open source is right for you Presented by:  Jason Dearborn
Overview <ul><li>What is Open Source </li></ul><ul><li>Case Study of San Francisco Performing Arts Library & Museum </li><...
What is Open Source Software (OSS)? Definition :  Open Source is a term used to describe software freely distributed with ...
OSI Guidelines <ul><li>Free Redistribution </li></ul><ul><ul><li>The license shall not restrict any party from selling or ...
OSI Guidelines <ul><li>Open Source Initiative </li></ul><ul><li>www.opensource.org </li></ul>
Open Source Licensing <ul><li>General Public License (GPL) </li></ul><ul><ul><li>Gives you the right to copy, modify, and ...
Open Source Licensing <ul><li>There are  many  Open Source Licenses. Most are derivatives of either the GPL or BSD. </li><...
Open Source Licensing <ul><li>Less restrictive licensing has allowed anyone with a computer to access powerful computing a...
What is Open Source Software (OSS)? <ul><li>It’s almost as though the village blacksmiths of the world can now build axles...
More information: <ul><li>Berkman Center's Openlaw Report on Open Source Software Licensing </li></ul><ul><ul><li>http://c...
Case Study
Case Study: SFPALM Mission <ul><li>SFPALM is a non-profit library and museum whose mission is to preserve and make availab...
Case Study: Needs <ul><li>Provide basic network infrastructure to employees. </li></ul><ul><ul><li>File & Print sharing </...
Case Study: Situation <ul><li>Windows 2000 Small Business Server </li></ul><ul><ul><li>Inter-office email </li></ul></ul><...
Case Study: Issues <ul><li>Windows 2000 SBS server is unlicensed. </li></ul><ul><li>Firewall installed on file & print ser...
Case Study: Plan of Action <ul><li>Get SFPALM legal.   (Businesses can be fined up to $150,000 per copy of unlicensed soft...
Case Study: Options Unlicensed Server <ul><li>Purchase Software License </li></ul><ul><ul><li>SFPALM did not have the fund...
Case Study: Internal Services <ul><li>Operating System: RedHat Linux 8.0 </li></ul><ul><ul><li>Commercially supported </li...
Case Study: Internal Services <ul><li>File & Print: SAMBA </li></ul><ul><ul><li>Provides seamless file and print services ...
Case Study: Firewall Solution <ul><li>VPN / Firewall: Astaro Security Linux </li></ul><ul><ul><li>Easy to configure and ma...
Case Study: External Services <ul><li>RedHat Linux 8.0 </li></ul><ul><li>Email: qMail </li></ul><ul><ul><li>Secure  </li><...
Case Study: External Services <ul><li>Web Hosting: Apache </li></ul><ul><ul><li>most popular web server on the Internet si...
Case Study: Other Solutions <ul><li>Cuadra STAR: Maintain legacy Windows NT4 server. </li></ul><ul><ul><li>Once funds are ...
Case Study: Results Total Savings:  $2800
Strengths & Weaknesses  of Open Source Software  (and Linux)
Strengths <ul><li>Less Expensive </li></ul><ul><li>Security </li></ul><ul><ul><li>Open source means more eyes to catch the...
Strengths <ul><li>Less administration required </li></ul><ul><ul><li>Companies with a Linux (or Unix) infrastructure repor...
Strengths <ul><li>Minimal hardware requirements </li></ul><ul><ul><li>RedHat 9 (Text Mode) </li></ul></ul><ul><ul><ul><li>...
Weaknesses <ul><li>Can be difficult to deploy. </li></ul><ul><li>Users / Technical staff may be more familiar with proprie...
Determining if OSS is right for you. <ul><li>Perform a technology needs assessment. </li></ul><ul><ul><li>What do you wish...
Determining if OSS is right for you. <ul><li>How does OSS fit into your long range technology plan? </li></ul><ul><ul><li>...
Determining if OSS is right for you. <ul><li>Research which OSS tools are necessary to meet your need. </li></ul><ul><li>R...
Determining if OSS is right for you <ul><li>TCO includes: </li></ul><ul><ul><li>Procurement </li></ul></ul><ul><ul><li>Har...
Determining if OSS is right for you.
Determining if OSS is right for you <ul><li>Reconciling all of these elements to identify either operating system as the o...
Q & A <ul><li>For more information or a copy of this presentation, visit the Eris IT Website. </li></ul><ul><li>www.erisit...
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  • Selling your ideas is challenging. First, you must get your listeners to agree with you in principle. Then, you must move them to action. Use the Dale Carnegie Training® Evidence – Action – Benefit formula, and you will deliver a motivational, action-oriented presentation.
  • Open your presentation with an attention-getting incident. Choose an incident your audience relates to. The incidence is the evidence that supports the action and proves the benefit. Beginning with a motivational incident prepares your audience for the action step that follows.
  • Example: Sicom makes POS terminals for the fast food industry utilizing an embedded copy of the Apache web server. The Apache Software license makes this possible.
  • An Open Source Case Study

    1. 1. An Open Source Case Study Determining if open source is right for you Presented by: Jason Dearborn
    2. 2. Overview <ul><li>What is Open Source </li></ul><ul><li>Case Study of San Francisco Performing Arts Library & Museum </li></ul><ul><li>Strengths & Weaknesses </li></ul><ul><li>Decision Making Process </li></ul><ul><li>Q & A </li></ul>
    3. 3. What is Open Source Software (OSS)? Definition : Open Source is a term used to describe software freely distributed with full source code included. Open Source software must comply with the 9 guidelines laid out by the Open Source Initiative (OSI).
    4. 4. OSI Guidelines <ul><li>Free Redistribution </li></ul><ul><ul><li>The license shall not restrict any party from selling or giving away the software as a component of an aggregate software distribution containing programs from several different sources. The license shall not require a royalty or other fee for such sale. </li></ul></ul><ul><li>Source Code </li></ul><ul><ul><li>The program must include source code, and must allow distribution in source code as well as compiled form. </li></ul></ul>
    5. 5. OSI Guidelines <ul><li>Open Source Initiative </li></ul><ul><li>www.opensource.org </li></ul>
    6. 6. Open Source Licensing <ul><li>General Public License (GPL) </li></ul><ul><ul><li>Gives you the right to copy, modify, and change the source code. </li></ul></ul><ul><ul><li>Restriction: Any derivative works must also carry the GPL license </li></ul></ul><ul><ul><li>Copyleft </li></ul></ul><ul><li>Berkeley Software Distribution (BSD) </li></ul><ul><ul><li>Allows licensee to take any modifications to the source code private. </li></ul></ul><ul><ul><li>Restriction: You must give credit to original copyright holder. </li></ul></ul><ul><ul><li>Non-Copyleft </li></ul></ul>
    7. 7. Open Source Licensing <ul><li>There are many Open Source Licenses. Most are derivatives of either the GPL or BSD. </li></ul><ul><ul><li>Academic Free License </li></ul></ul><ul><ul><li>Artistic License </li></ul></ul><ul><ul><li>Apple Public Source License </li></ul></ul><ul><ul><li>Common Public License </li></ul></ul><ul><ul><li>LGPL, etc </li></ul></ul>
    8. 8. Open Source Licensing <ul><li>Less restrictive licensing has allowed anyone with a computer to access powerful computing and networking tools. Anyone with the desire and aptitude can gain hands-on experience with technology such as databases, clustering, TCP/IP packet manipulation, and application development. </li></ul>
    9. 9. What is Open Source Software (OSS)? <ul><li>It’s almost as though the village blacksmiths of the world can now build axles in their backyards, assemble them together and compete with General Motors. </li></ul><ul><li>Paul Maritz, Microsoft </li></ul>
    10. 10. More information: <ul><li>Berkman Center's Openlaw Report on Open Source Software Licensing </li></ul><ul><ul><li>http://cyber.law. harvard . edu / openlaw / gpl . pdf </li></ul></ul><ul><li>Open Source License Law Resource Center </li></ul><ul><ul><li>http://www. denniskennedy .com/ opensourcelaw . htm </li></ul></ul><ul><li>. </li></ul>
    11. 11. Case Study
    12. 12. Case Study: SFPALM Mission <ul><li>SFPALM is a non-profit library and museum whose mission is to preserve and make available to the public materials documenting the performing arts in the San Francisco Bay Area. </li></ul>
    13. 13. Case Study: Needs <ul><li>Provide basic network infrastructure to employees. </li></ul><ul><ul><li>File & Print sharing </li></ul></ul><ul><ul><li>Remote Access </li></ul></ul><ul><ul><li>Email </li></ul></ul><ul><li>Host SFPALM.ORG website. </li></ul><ul><li>Host Cuadra STAR library database. </li></ul>
    14. 14. Case Study: Situation <ul><li>Windows 2000 Small Business Server </li></ul><ul><ul><li>Inter-office email </li></ul></ul><ul><ul><li>File & Print </li></ul></ul><ul><ul><li>VPN </li></ul></ul><ul><ul><li>Firewall </li></ul></ul><ul><li>Windows NT 4 Server </li></ul><ul><ul><li>Cuadra STAR database </li></ul></ul><ul><li>Website and internet email hosted by InternetConnect. (now Covad) </li></ul>
    15. 15. Case Study: Issues <ul><li>Windows 2000 SBS server is unlicensed. </li></ul><ul><li>Firewall installed on file & print server. </li></ul><ul><li>Unnecessary outsourcing of web and email hosting. </li></ul>
    16. 16. Case Study: Plan of Action <ul><li>Get SFPALM legal. (Businesses can be fined up to $150,000 per copy of unlicensed software) </li></ul><ul><li>Firewall should be standalone device. </li></ul><ul><li>Save money by bring web and mail hosting in-house. </li></ul>
    17. 17. Case Study: Options Unlicensed Server <ul><li>Purchase Software License </li></ul><ul><ul><li>SFPALM did not have the funding necessary. </li></ul></ul><ul><ul><li>They were also unable to secure a technology grant. </li></ul></ul><ul><li>Migrate server to Linux </li></ul>
    18. 18. Case Study: Internal Services <ul><li>Operating System: RedHat Linux 8.0 </li></ul><ul><ul><li>Commercially supported </li></ul></ul><ul><ul><li>Well documented </li></ul></ul><ul><ul><li>Most Popular Distribution </li></ul></ul>
    19. 19. Case Study: Internal Services <ul><li>File & Print: SAMBA </li></ul><ul><ul><li>Provides seamless file and print services to Windows clients. </li></ul></ul><ul><ul><li>Faster file serving then Windows 2000/2003 </li></ul></ul><ul><ul><ul><ul><li>Samba 3 (still in beta) will support Active Directory </li></ul></ul></ul></ul>
    20. 20. Case Study: Firewall Solution <ul><li>VPN / Firewall: Astaro Security Linux </li></ul><ul><ul><li>Easy to configure and manage </li></ul></ul><ul><ul><li>Commercial support and documentation </li></ul></ul><ul><ul><li>Enterprise class firewall and remote access solution at non-profit prices. </li></ul></ul><ul><ul><li>Runs on low-end hardware </li></ul></ul><ul><ul><ul><li>400 MHz CPU, 128 MB RAM, 8 GB HDD </li></ul></ul></ul>
    21. 21. Case Study: External Services <ul><li>RedHat Linux 8.0 </li></ul><ul><li>Email: qMail </li></ul><ul><ul><li>Secure </li></ul></ul><ul><ul><li>Reliable </li></ul></ul><ul><ul><li>Simple </li></ul></ul>
    22. 22. Case Study: External Services <ul><li>Web Hosting: Apache </li></ul><ul><ul><li>most popular web server on the Internet since April of 1996 </li></ul></ul><ul><ul><li>Fast </li></ul></ul><ul><ul><li>Secure </li></ul></ul><ul><ul><li>Stable </li></ul></ul>
    23. 23. Case Study: Other Solutions <ul><li>Cuadra STAR: Maintain legacy Windows NT4 server. </li></ul><ul><ul><li>Once funds are available, SFPALM plans to upgrade to the latest version of STAR which runs on RedHat Linux. </li></ul></ul>
    24. 24. Case Study: Results Total Savings: $2800
    25. 25. Strengths & Weaknesses of Open Source Software (and Linux)
    26. 26. Strengths <ul><li>Less Expensive </li></ul><ul><li>Security </li></ul><ul><ul><li>Open source means more eyes to catch the bugs </li></ul></ul><ul><ul><li>Linux is the industry leader in defensive design </li></ul></ul><ul><ul><li>Linux is less vulnerable to MS-centric worms and viruses. </li></ul></ul><ul><li>Stability </li></ul><ul><ul><li>Linux is famous for not crashing </li></ul></ul><ul><ul><li>Thousands of potential contributing developers allow software to mature faster. </li></ul></ul>
    27. 27. Strengths <ul><li>Less administration required </li></ul><ul><ul><li>Companies with a Linux (or Unix) infrastructure report better administrator:server ratios then those with proprietary solutions. </li></ul></ul><ul><li>Open Formats and Standards </li></ul><ul><li>No vendor lock-in </li></ul>
    28. 28. Strengths <ul><li>Minimal hardware requirements </li></ul><ul><ul><li>RedHat 9 (Text Mode) </li></ul></ul><ul><ul><ul><li>Pentium-class CPU </li></ul></ul></ul><ul><ul><ul><li>500mb HDD </li></ul></ul></ul><ul><ul><ul><li>64 MB RAM </li></ul></ul></ul><ul><ul><li>Favored in developing nations or poor communities </li></ul></ul><ul><ul><ul><li>Helping to bridge the digital divide </li></ul></ul></ul>
    29. 29. Weaknesses <ul><li>Can be difficult to deploy. </li></ul><ul><li>Users / Technical staff may be more familiar with proprietary solutions. </li></ul><ul><li>Lock-out from certain popular proprietary apps. </li></ul>
    30. 30. Determining if OSS is right for you. <ul><li>Perform a technology needs assessment. </li></ul><ul><ul><li>What do you wish to accomplish? </li></ul></ul><ul><ul><li>Identify your resources </li></ul></ul><ul><ul><ul><li>Capacity to acquire funds </li></ul></ul></ul><ul><ul><ul><li>Hardware </li></ul></ul></ul><ul><ul><ul><li>Knowledge assets </li></ul></ul></ul><ul><ul><li>Resource: Technology Planning Tools http://www.npowerseattle.org/tools/techplanning.htm </li></ul></ul>
    31. 31. Determining if OSS is right for you. <ul><li>How does OSS fit into your long range technology plan? </li></ul><ul><ul><li>Heterogeneous network environments are more difficult to administer. </li></ul></ul>
    32. 32. Determining if OSS is right for you. <ul><li>Research which OSS tools are necessary to meet your need. </li></ul><ul><li>Research comparable proprietary tools. </li></ul><ul><li>Compare TCO of OSS vs. proprietary solution for your project. </li></ul>
    33. 33. Determining if OSS is right for you <ul><li>TCO includes: </li></ul><ul><ul><li>Procurement </li></ul></ul><ul><ul><li>Hardware or network infrastructure upgrades </li></ul></ul><ul><ul><li>Deployment/Migration Time and Labor </li></ul></ul><ul><ul><li>Technical support costs </li></ul></ul><ul><ul><li>Administrative costs </li></ul></ul><ul><ul><li>Training costs </li></ul></ul>
    34. 34. Determining if OSS is right for you.
    35. 35. Determining if OSS is right for you <ul><li>Reconciling all of these elements to identify either operating system as the one that offers lower TCO for all situations is impossible. Linux offers a lower TCO in some situations -- a lot lower, according to Aberdeen Group analyst Bill Claybrook. Yet, in other scenarios, Microsoft is a more cost-effective option, he noted. </li></ul><ul><li>The final answer &quot;depends on what you want to do with it,&quot; Claybrook told NewsFactor. </li></ul><ul><li>Windows vs. Linux: TCO Feud Rages On </li></ul><ul><li>www.newsfactor.com </li></ul>
    36. 36. Q & A <ul><li>For more information or a copy of this presentation, visit the Eris IT Website. </li></ul><ul><li>www.erisit.com </li></ul><ul><li>[email_address] </li></ul>

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