Adopting and Using Open Source Software First Annual COSI Conference Held September 7, 2005 -- Redwood Shores, California Open source software is changing the way that software is being developed and used, with a significant impact on software developers, vendors, and users. Millions of people use the OpenOffice™ productivity suite and/or the Firefox™ web browser. Many of the world’s most heavily used websites are built with open source software, so almost everyone is a user of open source. Software developers also rely on open source development tools and execution environments. Companies are beginning to formulate policies around their use of open source software, as well as adjusting their acquisition, adoption, and development processes. This one-day conference, organized by Carnegie Mellon's Center for Open Source Investigation (COSI), brought together leading experts from industry and academia to discuss key topics in evaluating, adopting, licensing, using, and supporting open source software. These experts have extensive experience with both traditional packaged and open source products. The goal of the conference is to help companies understand technical, business, and organizational issues that influence decisions about open source solutions. The conference is aimed at managers with responsibility for software product development, software acquisition, internal IT operations, and related policy- making. We are grateful to our sponsors for their support. Speakers and topics included: Rod Smith, IBM, “Open source development and use: the big picture” Shaun Connolly, JBoss, “Making the move from packaged software to open source” Wim Coekaerts, Oracle, "Deploying Open Source in an Enterprise Environment" Lawrence Rosen, Attorney, Rosenlaw and Einschlag, “Making sense of open source software licensing” Brian Behlendorf, CollabNet, “Building and working with collaborative communities” Stormy Peters, HP, “Establishing open source policies in your company” From cosi.west.cmu.edu/conference05/ 1 6 January 2006 These presentations were complemented by panel discussions on evaluating, adopting, and supporting open source software. COSI Conference Sponsors Gold Sponsors Silver Sponsors From cosi.west.cmu.edu/conference05/ 2 6 January 2006 Adopting and Using Open Source Software First Annual COSI Conference September 7, 2005 -- Redwood Shores, California Conference Program Welcome Anthony I. Wasserman Conference Chair, Carnegie Mellon West James H. Morris Dean, Carnegie Mellon West Open Source Development and Use: the Big Picture Rod Smith, IBM Panel: Evaluating and Adopting Open Source Software Chair: William Scherlis, Carnegie Mellon University Panelists: Kim Polese, SpikeSource; Matt Thompson, Sun Microsystems Deploying Open Source in an Enterprise Environment Wim Coekaerts, Oracle Making the Move from Packaged Source to Open Source Shaun Connolly, JBoss Building communities for collaboration Brian Behlendorf, CollabNet Making sense of open source software licensing Lawrence Rosen, Attorney, Rosenlaw and Einschlag Panel: Using and Supporting Open Source Software Chair: James D. Herbsleb, Carnegie Mellon University Panelists: Chris DiBona, Google; From cosi.west.cmu.edu/conference05/ 3 6 January 2006 David Intersimone, Borland Establishing open source policies in your company Stormy Peters, Hewlett-Packard Panel: Future directions in open source research and practice Chair: Anthony I. Wasserman, Carnegie Mellon West Panelists: Chris DiBona, Google; Murugan Pal, SpikeSource; William Scherlis, Carnegie Mellon University From cosi.west.cmu.edu/conference05/ 4 6 January 2006 Speaker Biographies Brian Behlendorf Brian Behlendorf founded CollabNet, with O'Reilly & Associates, in July 1999. The company provides tools and services based on open source methods. Before launching CollabNet, Behlendorf was co-founder and CTO of Organic Online, a Web design and engineering consultancy located in San Francisco. During his five years at Organic, Behlendorf helped create Internet strategies for dozens of Fortune 500 companies. During that time, he co-founded and contributed heavily to the Apache Web Server Project, co-founded and supported the VRML (Virtual Reality Modeling Language) effort, and assisted several IETF working groups, particularly the HTTP standardization effort. Before starting Organic, Behlendorf was the first Chief Engineer at Wired Magazine and later HotWired, one of the first large-scale publishing Web sites. Behlendorf is Director of the Apache Software Foundation. Wim Coekaerts Wim Coekaerts is principal member of technical staff, Linux Kernel Group, Corporate Architecture for Oracle Corporation. Within Oracle's "Linux kernel group," Mr. Coekaerts is involved in prototyping and doing research in clustering technologies in Linux as well as single node features. Mr. Coekaerts joined Oracle Belgium in 1995 as a technical engineer for Oracle Support Services, moving to Oracle HQ in 1997, where he held various positions in program management for Oracle's worldwide solutions support group. Two years later he began work on the prototype of Oracle Database Appliance, focused on the tight integration of the database with operating system such as Solaris and Linux. In 2000, Mr. Coekaerts was asked to design, prototype and develop an Oracle Linux-based Internet appliance. Oracle CEO Larry Ellison later spun it off into a new company now called the New Internet Computer. Prior to joining Oracle, Mr. Coekaerts oversaw software projects and Linux migration for the data center at the University of Leuven, Belgium. Mr. Coekaerts received a degree in computer science from Catholic University of Leuven, Belgium. Shaun Connolly As Vice President of Product Management at JBoss, Inc., Shaun Connolly is responsible for managing the products that comprise the JBoss Enterprise Middleware System. Prior to joining JBoss, Shaun was Vice President of Product Integration at Princeton Softech where he led the development of integrated database archiving solutions for the top ERP/CRM applications. Shaun was also Director of Product Management for HP Middleware and Bluestone Software where he focused on creating a modular, service-centric enterprise middleware platform. Before joining Bluestone, Shaun served as Vice President of Development at Primavera Systems, a leading project management software provider. Shaun holds a B.S. in Electrical Engineering from Drexel University and has been a panelist, speaker, and contributor of articles on such topics as aligning IT operations with business goals and getting the most from IT investments. Chris DiBona Chris DiBona is the Open Source Programs Manager for Mountain View, Ca based Google, Inc. His job includes releasing open source software on Google's Code website. Before joining Google, Mr. DiBona was an editor/author for the popular online website slashdot.org and He is an internationally known advocate of open source software and related methodologies. He co-edited the award winning essay compilations "Open Sources" and "Open Sources 2.0" and writes for a great number of publications. He was briefly the Linux guy on TechTV and speaks on a variety of open source issues internationally. James D. Herbsleb James D. Herbsleb is the A. Nico Haberman Associate Professor of Computer Science at Carnegie Mellon University. His research interests lie primarily in the intersection of software engineering and computer- supported cooperative work, focusing on such areas as geographically-distributed development teams, open source software development, and more generally on oordination in software engineering. He holds a JD (1980), and a PhD (1984) in psychology from the University of Nebraska, and a MS (1991) in computer science from the University of Michigan. After completing a post-doctoral fellowship at the University of Michigan, he moved to Carnegie Mellon's Software Engineering Institute, where he led an effort to empirically validate the CMM for Software. He then joined the Software Production Research Department at Lucent Technologies, where he initiated and led the Bell Labs Collaboratory Project, which conducted empirical studies and designed collaborative technologies and practices for global software development. David Intersimone As Vice President of Developer Relations and Borland's Chief Evangelist, David (David I) Intersimone is responsible for the Borland Developer Network Web site, an online community that allows software developers to communicate, collaborate, and gain access to unique content. He is also responsible for Borland's Technology Partner (BTP) program, building full-service developer programs for third-party software developers whose components, tools, libraries, and class libraries integrate with and add value to Borland's products. Additionally, David works with enterprise customers, professional programmers, user groups, the technical press, book authors, and educators around the world, conducting technical presentations and ensuring that their needs and requirements are folded into Borland's strategic product plans. James H. Morris Dr. James H. Morris is a Professor of Computer Science and Dean of Carnegie Mellon West. He is a native of Pittsburgh and received a Bachelor's degree from Carnegie Mellon, an MS in Management from MIT and Ph.D. in Computer Science from MIT. He taught at the University of California at Berkeley where he developed some important underlying principles of programming languages: inter-module protection and lazy evaluation. He was a co-discoverer of the