Roadmap for Enterprise Open Source Adoption Agenda

• Introduction

• What is Open Source?

• The Open Source Landscape

• Managed Open Source Adoption

• Summary

• Q & A

3/30/2007 2 What is Open Source?

• “Open Source” originally coined in a strategy session to position and explain Netscape’s 1998 announcement to give away the source code for its browser

• Open source has evolved to describe the principles and methodologies that promote open access to the production and design process for various goods, products and resources

• Today, Open Source (OSS) has become the most recognized form of open source

3/30/2007 3 What is Open Source?

• OSS was advocated to replace “Free Software” • Less ambiguous terminology • Higher comfort level for corporate consumers • OSS follows the “Bazaar” vs. “Cathedral” Development Model: • Users as Co-Developers, Community-based • Early Releases • Frequent Integration • Multiple Versions • High Modularization (SOC) • Dynamic Decision-Making Structures

3/30/2007 4 By 2008, OSS solutions will directly compete with closed-source products in all software infrastructure markets

- Gartner

3/30/2007 5 What is Open Source: Project Eco-systems

Enterprise Portal Continuous Integration Apache Jetspeed Code Testing LuntBuild Liferay Tools Build Tools Objectweb eXo Apache Continuum Enterprise CruiseControl JUnit Cactus Application Selenium IDEs Development Network Management Eclipse OpenQRM Java.net NetBeans Cacti Sun JSE OpenNMS Source Code Management SVN Enterprise Application Management CVS LiveTribe Mercurial Systems Nagios/GroundWork Message-oriented Middleware Management OpenNMS Apache ActiveMQ Jboss Messaging Objectweb JORAM Performance Management Enterprise Service Bus (JBI) JMeter Apache ServiceMix Enterprise Codehaus Mule Seige IONA Celtix Integration OpenSTA And SOA Web Services (SOAP Stack) Codehaus xFire J2EE App Server Apache CXF Jboss AS Objectweb JOnAS

3/30/2007 6 The Open Source Process

• Suits Enterprise Development • Enables higher code/component re-use • Promotes information-sharing and interaction • Supports high interdependencies • Offers a good fit for agile strategies • Handles distributed teams easily • Next Generation Tooling • IBM Jazz promotes community development • Eclipse Kepler provides open source tooling

3/30/2007 7 We’re going to utilize the way the community develops software for E*Trade proprietary development… and make E*Trade more nimble

- Greg Framke CIO E*TRADE FINANCIAL

3/30/2007 8 The Open Source Landscape

• OSS penetration continues to grow • Stack vendors are packaging OSS for consumption • Traditional vendors are providing hybrids • Large enterprises are already piecing together management solutions • OSS-style development is being readied for the enterprise • Management solutions will enable open source consumption throughout the application development life cycle

3/30/2007 9 The Open Source Landscape

Disruptors Stacks Enabled

Vendor Independent Dependent

Proprietary Hybrids

Incumbents

3/30/2007 10 Managed Open Source Adoption - Benefits

• Extensibility • Open Standards • Access to source provides • Projects are built on extensibility established standards (JCP, RCF) • Many projects driven to • Multiple implementations design for extensibility against established standards • OSS frameworks and offers choice to users platforms offer technology • Reference implementations of leadership standards often driven by OSS • Licensing • Community Support • Less restrictive deployment • Broad user base around OSS licensing projects • Ability to embed OSS • Expert consulting/development technologies into products experience available for major projects • Enables massive • Community forums/mailings deployments (Grid/Farm) lists helps users get started

3/30/2007 11 Managed Open Source Adoption - Challenges

• Governance • Support • Licensing models and • Availability of structured support implications • Enterprise-readiness Service • Delivery Mechanisms for Level Agreements projects • Open Source Support and • Intellectual Property Management Consulting Vendors • Indemnification • Integration • Community • Change velocity with projects • Diversity within the • Lack of clearly-defined community roadmaps • Infrastructure available to • Understood Project support development Dependencies • History for community • Highly Componentized stability • Flexibility for accepting input and new ideas

3/30/2007 12 Managed Open Source Adoption - Guidelines for Success

• Look Beyond OSS Code • Manage Open Source • Understand licensing Consumption implications • Build an open source • Monitor community statistics repository and health • Integrate legal activities with • Evaluate community development process infrastructure • Enforce Control over your • Evaluate Vendor Offerings component usage • Review available distributions • Understand and Leverage the • Understand open source OSS Process Model support subscriptions/SLAs • Distributed development • Determine if open source add- • Modular, re-usable ons can help components • Incremental development based on rapid iterations

3/30/2007 13 By 2010, 90 percent of Global 2000 organizations will have formal open source acquisition and management strategies

- Gartner

3/30/2007 14 Managed Open Source Adoption - Models for Success

• Artifact-driven • Enterprise Repository Development Architecture • Consuming component • A centralized store of artifacts artifacts • Managed by both developers • Handles both open source and legal teams and internal artifacts • Determines project • Allows for version tracking dependencies • Extensible meta-data for • Exposes project meta-data for licensing, community sharing information, etc. • Tracks open source usage • Allows for distributed • Provides control development

3/30/2007 15 Managed Open Source Adoption - Models for Success

QuickTime™ and a Community TIFF (Uncompressed) decompressor are needed to see this picture. Developers

IP Support Verification Enterprise Repository License Indemnification Compliance

QuickTime™ and a Enterprise TIFF (Uncompressed) decompressor are needed to see this picture. Developers

3/30/2007 16 Summary

• Open Source: Projects and Process • OSS Landscape is Evolving • Benefits and Challenges in Adopting OSS • Understand the Requirements for Managed Open Source Adoption

3/30/2007 17