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Nuxeo at 10
Stefane Fermigier - Nuxeo
      Evry, Feb. 2011
Nuxeo at 10
Personal journey
• Studies in mathematics (-> PhD)
• Discovered Unix and Free Software in 1988,
  Linux in 1991, the Web et Python in 1996
• Co-founded AFUL en 1998
• Founded Nuxeo fin 2000
• Co-founded the GTLL (F/OSS interest
  group) in 2007
The Open Source Tornado
    Apps




Middleware



     OS



Internet Infra




                 1995   2000   2005
The early years
  2000-2005
Timeline
•   Nuxeo founded in 2000
•   Initial technology focus on Python and Zope
•   Our initial motto: “Web solutions for better
    collaboration”
•   2002-2005: we create the Zope-based Nuxeo
    CPS project
    •   Which lives on at www.cps-project.org

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Nuxeo at 10

  • 1. Nuxeo at 10 Stefane Fermigier - Nuxeo Evry, Feb. 2011
  • 3. Personal journey • Studies in mathematics (-> PhD) • Discovered Unix and Free Software in 1988, Linux in 1991, the Web et Python in 1996 • Co-founded AFUL en 1998 • Founded Nuxeo fin 2000 • Co-founded the GTLL (F/OSS interest group) in 2007
  • 4. The Open Source Tornado Apps Middleware OS Internet Infra 1995 2000 2005
  • 5. The early years 2000-2005
  • 6. Timeline • Nuxeo founded in 2000 • Initial technology focus on Python and Zope • Our initial motto: “Web solutions for better collaboration” • 2002-2005: we create the Zope-based Nuxeo CPS project • Which lives on at www.cps-project.org
  • 7. Nuxeo CPS • Content management and portal platform • Built on top of the Zope and CMF (Content Management Framework) open source frameworks • Architecture: pluggable components (“Products”) and events
  • 8. Growing a self-funded company • Initial focus on services • Market opportunity: F/OSS in the (mostly) French Public Administration • Partnering with bigger players (ex: Capgemini) is both mandatory and difficult • Starting up a company is risky (specially if you’ve never done it before) • Cash is absolutely king!
  • 9. The Java EE years 2005-Now
  • 10. Timeline • 2005: First Eclipse RCP based project (front- end with Zope/CPS based back-end) • 2006: Full switch to Java (Java EE 5 and OSGi) • 2009: Raised VC funding to migrate business model from service company to OSS Software Vendor and conquer the world • 2010 & 2011: Launched the Apache Chemistry, Apache Stanbol and Eclipse ECR projects
  • 11. What is ECM? ECM, a concept that emerged in the early 2000s, represents the integrated enterprise-wide management of all forms of non-structured (and sometimes, semi-structured) content, including their metadata, across their whole lifecycle, supported by appropriate technologies and administrative infrastructure.
  • 12. 5 Search & Find 1 Capture & Create 4 Publish & Archive 2 Share & Collaborate 3 Process & Review
  • 13. What are CEVA? • 4LA invented by Gartner in 2006: “Content Enabled Vertical Applications” • “CEVAs typically help to automate complex processes that previously required workers to manually sort through paper documents and other forms of content (in effect, a way to manage down costs of exception handling) and optimize the remainder of the work.”
  • 14. Our Goal (as of 2006) • Create an ECM platform that enables us and partners to create generic document and content management applications as well as CEVAs • Move towards an open source vendor business model and focus on recurring revenue (= subscription) growth
  • 15. Switch to Java: Why? • Technical reasons: • ZODB doesn’t scale well in terms of data volume • Dynamic languages don’t scale well in terms of managing complexity (> 100 KLOC) • Business reasons: • Java makes it much easier to work with mainstream systems integrators
  • 16. Switch to Java: How? • We had to maintain, for some time, both platforms • Couldn’t announce the new platform before it was ready to be sold • Had to hire some new Java developers with a higher failure rate as before • 10% of our developers were too emotionally attached to Python, and left (they’re still good friends though)
  • 18. Nuxeo ECM - Our Approach Life Construction Media Government Sciences Business Applications Correspondence Contracts Invoice Records Building Applications Management Management Processing Management Case Packaged Document Digital Asset Management Products Management Management Framework Content Application Platform Foundation Core Server Nuxeo Enterprise Platform Technology Complete set of components covering all aspects of ECM. Extensible modular architecture designed for content application development 18
  • 19. Nuxeo ECM - Our Approach Life Construction Media Government Sciences Business Applications Correspondence Contracts Invoice Records Building Applications Management Management Processing Management Case Packaged Document Digital Asset Management Products Management Management Framework Content Application Platform Foundation Core Server Nuxeo Enterprise Platform Technology Complete set of components covering all aspects of ECM. Nuxeo Connect Extensible modular architecture designed for content Subscription application development 18
  • 20. Nuxeo ECM - Our Approach Life Construction Media Government Sciences Business Applications Correspondence Contracts Invoice Records Building Applications Management Management Processing Management Maintenance Case Packaged Document Digital Asset Management Products Management Management Framework Content Application Platform Foundation Core Server Nuxeo Enterprise Platform Technology Complete set of components covering all aspects of ECM. Nuxeo Connect Extensible modular architecture designed for content Subscription application development 18
  • 21. Nuxeo ECM - Our Approach Life Construction Media Government Sciences Business Applications Correspondence Contracts Invoice Records Building Applications Management Management Processing Management Maintenance Support Case Packaged Document Digital Asset Management Products Management Management Framework Content Application Platform Foundation Core Server Nuxeo Enterprise Platform Technology Complete set of components covering all aspects of ECM. Nuxeo Connect Extensible modular architecture designed for content Subscription application development 18
  • 22. Nuxeo ECM - Our Approach Life Construction Media Government Sciences Marketplace Business Applications Correspondence Contracts Invoice Records Building Applications Management Management Processing Management Maintenance Support Case Packaged Document Digital Asset Management Products Management Management Framework Content Application Platform Foundation Core Server Nuxeo Enterprise Platform Technology Complete set of components covering all aspects of ECM. Nuxeo Connect Extensible modular architecture designed for content Subscription application development 18
  • 23. Nuxeo ECM - Our Approach Life Construction Media Government Sciences Marketplace Business Applications Correspondence Contracts Invoice Records Building Applications Management Management Processing Management Maintenance Support Case Packaged Document Digital Asset Management Products Nuxeo Studio Management Management Framework Content Application Platform Foundation Core Server Nuxeo Enterprise Platform Technology Complete set of components covering all aspects of ECM. Nuxeo Connect Extensible modular architecture designed for content Subscription application development 18
  • 25. DAM
  • 28. A Few Numbers • Nuxeo EP+DM is a 400 KLOC Java project • Comprises ~190 independent modules (JARs) • Developed over the last 4 1/2 years by a core team of 20 developers and 50 community contributors • Has generated ~20 MEUR of revenue for Nuxeo, ~50 MEUR for partners
  • 32. Business Constraints and Requirements
  • 33. Business Vision • Address the full ECM scope • Initial focus on Document Management • Architecture must be extensible and modular • Enable and sustain the Ecosystem • Easy to work with, designed for participation
  • 34. Business Vision • Low barrier of entry for: • End-users (e.g. pleasant UI) • Developers (e.g. clean model and API, leverage existing knowledge) • Sysadmins / operations • “Enterprise-class” software • 10 000s of users, millions of documents
  • 35. Our Original Roadmap • Don't reinvent the wheel • Leverage existing standards, work on a few emerging ones (ex: JCR2, CMIS) • Build on proven open source libraries(JBoss, Apache, Sun, Eclipse) • Use a robust software engineering process • Make it transparent for our community
  • 37. Business Goals • First, create a MVP (minimal viable product) to ensure company sustainability • Base it on a clean, extensible architecture • With the end goal of enabling the creation of a rich ecosystem of extensions and application profiles
  • 38. The Strongest Requirement • Applications (horizontal, vertical or custom) must be buildable just by assembling components (packaged as Java JARs) • Architecture must allow behavior modification at the repository level (e.g. new document type), at the UI level (e.g. new actions), and at the service level (e.g. adding new services) without recompilation
  • 39. Standards Choice • Switch to Java was motivated by the desire to be more “standards-compliant” • But the problem with standards, is that there are too many to choose from! • Old vs. new or emerging • Open standards vs. de facto standards • Overlapping standards (hardest issue!)
  • 40. Initial Standards • Java EE 5, as the structuring general framework for the server-based application (but not for the core services) • OSGi, as a packaging model for components • The JCR (Java Content Repository), as the model API to manage content and metadata at the most basic level • JBoss Seam (not really a standard, actually)
  • 41. Notes • Java EE 5 was really new and still “wet” at the time • Seam was not a standard, but its concepts eventually merged into one (JCDI) • In 2006 OSGi had credibility in the embedded and rich client spaces, not yet on the server • We dropped JCR support in 2010
  • 42. Open Source Libraries • The Open Source Java ecosystem started to grow in the late 90s (Apache) and had a huge boost in the early 00s (Eclipse, JBoss, OW2, etc.) • Like with standards, there are usually many OSS implementations to choose from • FYI: Nuxeo EP now embeds more that 200 external open source libraries!
  • 43. Choosing an OSS Library • License compatibility with the LGPL (this excludes proprietary and GPL licenses) • Compliance to a chosen standard • Quality, as witnessed by visual inspection of the source code • Confidence in the development process (e.g. are there unit tests?) and the community behind the project
  • 44. Benefits and Challenges of Using OSS Libraries • With OSS, it’s easier to evaluate options • Forking a library is sometimes the only way to fix a bug or add a missing functionality • But it comes with a tremendous price because now you have to maintain your own branch • Becoming a contributor is also sometimes needed, but comes at a price too • Risk of “JAR hell” (conflicting libraries reqs)
  • 46. Architectural Solutions • Layered architecture • High-level APIs • Component system • Extension points
  • 47. Layer Cake Nuxeo EP Architecture Nuxeo UI Frameworks Flexible choice of interfaces Nuxeo ECM Services Modular set of content services Nuxeo Core Advanced content repository Nuxeo Runtime Component and service model
  • 48. APIs
  • 50. Plugins and Extension Points • Inspired by the Eclipse architecture • Eclipse = a core runtime engine + a set of plugins • Plugin: the smallest extensible unit to contribute additional functions to the system • Extension points: boundaries between plug-ins • A plugin (bundle) can contribute either configuration (pure XML contribution) or code (XML + Java)
  • 52. Note • This “core + extensions” pattern is very common in successful open source projects • Linux kernel + drivers (modules) • Firefox + plugins • Emacs + Emacs LISP macros • It’s a key to enabling an architecture of participation
  • 53. Lessons Learned • Allow users of our platform to extend it without touching its source code • Or, even better, without writing code at all! • Keep your options open, but don’t over- engineer flexibility
  • 58. (2008-2009) Source: http://www.cprime.com/about/scrum_faq.html
  • 61. Goals • Must enable the participation of third party contributors (partners, community) • Must improve synchronization between custom developments and F/OSS projects • Must complement internal focussed agile development processes with scalable outbound communication and practices
  • 62. “Every successful open source project I know uses PRIM. Every closed source project I know, doesn't. People wonder how open source projects manage to create high-quality products without managers or accountability. The answer: we're accountable to our infrastructure. PRIM is the open source secret sauce.” Ted Husted http://jroller.com/TedHusted/entry/prim
  • 65. I = Issue Tracker
  • 66. M = Mailing List (+ foruM)
  • 67. Open Innovation Collaborative R&D Projects • EDOS: software quality in open source projects • SCRIBO and IKS: semantic technologies • Compatible One: cloud computing • Easy SOA: lightweight integration • DORM: development tools
  • 69. Tools • Mercurial (distributed SCM), now Git • Maven (Dependency management, build, packaging, releasing) • Hudson Jenkins (Continuous integration) • Jira (Bug / task tracking, Scrum iteration backlogs)
  • 71. More Tools • IDEs (Eclipse mostly) • Testing (JUnit, Selenium, WebDriver) • Static code analysis (FindBugs, IDEA inspections, Checkstyle, Enerjy) • Various profilers and debuggers
  • 73. Key Technical Findings • Layered approach (start with the foundations, then applications, then tools) has been working well for us • The Nuxeo EP architecture did fit both the OSS “architecture of participation” vision and our business model and goals
  • 74. (A few) Business Findings • Of course people are your most critical asset! • (Good) developers are mostly motivated by interesting projects and technologies • Sales people are mostly motivated by money, and are the most highly risky hires • Community was and still is key to our growth • You still need money to scale up marketing and mitigate hiring risks
  • 77. More Information • www.nuxeo.com • www.nuxeo.org • blogs.nuxeo.com

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