an open source case study

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An Open Source Case Study Determining if open source is right for you Presented by: Jason Dearborn

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Page 1: An Open Source Case Study

An Open Source Case Study

Determining if open source is right for you

Presented by:

Jason Dearborn

Page 2: An Open Source Case Study

Overview

• What is Open Source

• Case Study of San Francisco Performing Arts Library & Museum

• Strengths & Weaknesses

• Decision Making Process

• Q & A

Page 3: An Open Source Case Study

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).

Page 4: An Open Source Case Study

OSI Guidelines• Free Redistribution

– 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.

• Source Code– The program must include source code, and must

allow distribution in source code as well as compiled form.

Page 5: An Open Source Case Study

OSI Guidelines

Open Source Initiative

www.opensource.org

Page 6: An Open Source Case Study

Open Source Licensing• General Public License (GPL)

– Gives you the right to copy, modify, and change the source code.

– Restriction: Any derivative works must also carry the GPL license

– Copyleft

• Berkeley Software Distribution (BSD)– Allows licensee to take any modifications to the source code

private.

– Restriction: You must give credit to original copyright holder.

– Non-Copyleft

Page 7: An Open Source Case Study

Open Source Licensing

• There are many Open Source Licenses. Most are derivatives of either the GPL or BSD.

– Academic Free License

– Artistic License

– Apple Public Source License

– Common Public License

– LGPL, etc

Page 8: An Open Source Case Study

Open Source Licensing

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.

Page 9: An Open Source Case Study

What is Open Source Software (OSS)?

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.

Paul Maritz, Microsoft

Page 11: An Open Source Case Study

Cas

e S

tudy

Page 12: An Open Source Case Study

Case Study: SFPALM Mission

• 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.

Page 13: An Open Source Case Study

Case Study: Needs• Provide basic network infrastructure to

employees.

– File & Print sharing

– Remote Access

– Email

• Host SFPALM.ORG website.

• Host Cuadra STAR library database.

Page 14: An Open Source Case Study

Case Study: Situation

• Windows 2000 Small Business Server– Inter-office email

– File & Print

– VPN

– Firewall

• Windows NT 4 Server– Cuadra STAR database

• Website and internet email hosted by InternetConnect. (now Covad)

Page 15: An Open Source Case Study

Case Study: Issues

1. Windows 2000 SBS server is unlicensed.

2. Firewall installed on file & print server.

3. Unnecessary outsourcing of web and email hosting.

Page 16: An Open Source Case Study

Case Study: Plan of Action

• Get SFPALM legal. (Businesses can be fined up to $150,000 per copy of unlicensed software)

• Firewall should be standalone device.

• Save money by bring web and mail hosting in-house.

Page 17: An Open Source Case Study

Case Study: OptionsUnlicensed Server

1. Purchase Software License

a. SFPALM did not have the funding necessary.

b. They were also unable to secure a technology grant.

2. Migrate server to Linux

Page 18: An Open Source Case Study

Case Study: Internal Services• Operating System: RedHat Linux 8.0

– Commercially supported

– Well documented

– Most Popular Distribution

Page 19: An Open Source Case Study

Case Study: Internal Services• File & Print: SAMBA

– Provides seamless file and print services to Windows clients.

– Faster file serving then Windows 2000/2003– Samba 3 (still in beta) will support Active Directory

Page 20: An Open Source Case Study

Case Study: Firewall Solution

• VPN / Firewall: Astaro Security Linux

– Easy to configure and manage

– Commercial support and documentation

– Enterprise class firewall and remote access solution at non-profit prices.

– Runs on low-end hardware • 400 MHz CPU, 128 MB RAM, 8 GB HDD

Page 21: An Open Source Case Study

Case Study: External Services• RedHat Linux 8.0

• Email: qMail

– Secure

– Reliable

– Simple

Page 22: An Open Source Case Study

Case Study: External Services• Web Hosting: Apache

– most popular web server on the Internet since April of 1996

– Fast

– Secure

– Stable

Page 23: An Open Source Case Study

Case Study: Other Solutions

• Cuadra STAR: Maintain legacy Windows NT4 server.– Once funds are available, SFPALM plans to

upgrade to the latest version of STAR which runs on RedHat Linux.

Page 24: An Open Source Case Study

Case Study: Results

Total Savings: $2800

Page 25: An Open Source Case Study

Strengths & Weaknesses of Open Source Software

(and Linux)

Page 26: An Open Source Case Study

Strengths• Less Expensive

• Security

– Open source means more eyes to catch the bugs

– Linux is the industry leader in defensive design

– Linux is less vulnerable to MS-centric worms and viruses.

• Stability

– Linux is famous for not crashing

– Thousands of potential contributing developers allow software to mature faster.

Page 27: An Open Source Case Study

Strengths• Less administration required

– Companies with a Linux (or Unix) infrastructure report better administrator:server ratios then those with proprietary solutions.

• Open Formats and Standards

• No vendor lock-in

Page 28: An Open Source Case Study

Strengths• Minimal hardware requirements

– RedHat 9 (Text Mode)• Pentium-class CPU

• 500mb HDD

• 64 MB RAM

– Favored in developing nations or poor communities• Helping to bridge the digital divide

Page 29: An Open Source Case Study

Weaknesses

• Can be difficult to deploy.

• Users / Technical staff may be more familiar with proprietary solutions.

• Lock-out from certain popular proprietary apps.

Page 30: An Open Source Case Study

Determining if OSS is right for you.

• Perform a technology needs assessment.

– What do you wish to accomplish?

– Identify your resources

• Capacity to acquire funds

• Hardware

• Knowledge assets

– Resource: Technology Planning Tools http://www.npowerseattle.org/tools/techplanning.htm

Page 31: An Open Source Case Study

Determining if OSS is right for you.

• How does OSS fit into your long range technology plan?

– Heterogeneous network environments are more difficult to administer.

Page 32: An Open Source Case Study

Determining if OSS is right for you.

• Research which OSS tools are necessary to meet your need.

• Research comparable proprietary tools.

• Compare TCO of OSS vs. proprietary solution for your project.

Page 33: An Open Source Case Study

Determining if OSS is right for you

TCO includes:– Procurement

– Hardware or network infrastructure upgrades

– Deployment/Migration Time and Labor

– Technical support costs

– Administrative costs

– Training costs

Page 34: An Open Source Case Study

Determining if OSS is right for you.

Page 35: An Open Source Case Study

Determining if OSS is right for you

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.

The final answer "depends on what you want to do with it," Claybrook told NewsFactor.

Windows vs. Linux: TCO Feud Rages On

www.newsfactor.com

Page 36: An Open Source Case Study

Q & A

For more information or a copy of this presentation, visit the Eris IT Website.

www.erisit.com

[email protected]