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Managing FOSS for Business Results CJ Fearnley [email protected] President & CEO LinuxForce, Inc. http://www.LinuxForce.net 29 October 2009 Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) for Business Results at The Franklin Institute, Fifth Floor Conference Center, Philadelphia, PA http://www.CJFearnley.com/managing.foss.2009.pdf

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Page 1: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Managing FOSS for Business Results

CJ [email protected]

President & CEOLinuxForce, Inc.

http://www.LinuxForce.net

29 October 2009

Presentation to LinuxForce Seminar onManaging Free and Open Source Software (FOSS) for Business Resultsat The Franklin Institute, Fifth Floor Conference Center, Philadelphia, PA

http://www.CJFearnley.com/managing.foss.2009.pdf

Page 2: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Managing FOSS for Business Results

1 Introduction

2 Software Management

3 Some Philosophical Considerations

4 Conclusion

Page 3: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

The Elements of Software Administration, in general

Software Management

Software Maintenance Lifecycle

Needs Assessment / Requirements Analysis

Research / Testing / Evaluation / Development (all softwareis “new” due to exponential trends)

Installation / deployment

Integration

Monitoring

Security upgrades

Support

New release upgrades

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 4: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

The Elements of Software Administration, in general

Software Management

Software Maintenance Lifecycle

Needs Assessment / Requirements Analysis

Research / Testing / Evaluation / Development (all softwareis “new” due to exponential trends)

Installation / deployment

Integration

Monitoring

Security upgrades

Support

New release upgrades

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 5: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

The Elements of Software Administration, in general

Software Management

Software Maintenance Lifecycle

Needs Assessment / Requirements Analysis

Research / Testing / Evaluation / Development (all softwareis “new” due to exponential trends)

Installation / deployment

Integration

Monitoring

Security upgrades

Support

New release upgrades

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 6: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

The Elements of Software Administration, in general

Software Management

Software Maintenance Lifecycle

Needs Assessment / Requirements Analysis

Research / Testing / Evaluation / Development (all softwareis “new” due to exponential trends)

Installation / deployment

Integration

Monitoring

Security upgrades

Support

New release upgrades

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 7: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Managing Upgrades with FOSS

Managing Upgrades with FOSS

In the FOSS world, you almost never need to upgradehardware to take advantage of new software versions.In the FOSS world, community support protocols requireupgrading to either the newest version or to a versionsupported by your distribution. The timeframe forsupported software is sometimes shorter than forcommercial software, but the benefits of bug fixes and newfeatures come with no new licensing costs AND mostFOSS packages and the distributions make upgradingeasy.With Debian / Ubuntu upgrades are almost painless!Risks with upgrades

New features may require staff re-trainingThere may be glitches that require supportNear zero downtime upgrades require careful planning

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 8: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Managing Upgrades with FOSS

Managing Upgrades with FOSS

In the FOSS world, you almost never need to upgradehardware to take advantage of new software versions.In the FOSS world, community support protocols requireupgrading to either the newest version or to a versionsupported by your distribution. The timeframe forsupported software is sometimes shorter than forcommercial software, but the benefits of bug fixes and newfeatures come with no new licensing costs AND mostFOSS packages and the distributions make upgradingeasy.With Debian / Ubuntu upgrades are almost painless!Risks with upgrades

New features may require staff re-trainingThere may be glitches that require supportNear zero downtime upgrades require careful planning

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 9: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Managing Upgrades with FOSS

Managing Upgrades with FOSS

In the FOSS world, you almost never need to upgradehardware to take advantage of new software versions.In the FOSS world, community support protocols requireupgrading to either the newest version or to a versionsupported by your distribution. The timeframe forsupported software is sometimes shorter than forcommercial software, but the benefits of bug fixes and newfeatures come with no new licensing costs AND mostFOSS packages and the distributions make upgradingeasy.With Debian / Ubuntu upgrades are almost painless!Risks with upgrades

New features may require staff re-trainingThere may be glitches that require supportNear zero downtime upgrades require careful planning

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 10: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Managing Upgrades with FOSS

Managing Upgrades with FOSS

In the FOSS world, you almost never need to upgradehardware to take advantage of new software versions.In the FOSS world, community support protocols requireupgrading to either the newest version or to a versionsupported by your distribution. The timeframe forsupported software is sometimes shorter than forcommercial software, but the benefits of bug fixes and newfeatures come with no new licensing costs AND mostFOSS packages and the distributions make upgradingeasy.With Debian / Ubuntu upgrades are almost painless!Risks with upgrades

New features may require staff re-trainingThere may be glitches that require supportNear zero downtime upgrades require careful planning

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 11: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Managing Upgrades with FOSS

A Winning Formula for FOSS: Upgradeability

Especially with Debian & Ubuntu, FOSS can be routinelyupgraded so that bug fix and new feature upgrades streamto your business like interest payments.

Easy upgradeability makes the software lifecycle more likean ecosystem that continually changes in a slow gradualway.

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 12: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Applying Buckminster Fuller’s Responsibility to Systems Administration

Comprehensive Anticipatory Systems Administration

Comprehensive because what isn’t considered is what will“get ya”

Anticipatory because what isn’t planned for will “get ya”

This concept is derived from Buckminster Fuller’sComprehensive, Anticipatory Design Science

R. Buckminster “Bucky” Fuller (July 12, 1895 - July 1,1983) was an American architect, author, designer, futurist,inventor, and visionary.

It provides LinuxForce with a philosophy of systemsadministration to inspire our team to address issues thatare sometimes overlooked

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 13: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Applying Buckminster Fuller’s Responsibility to Systems Administration

Comprehensive Anticipatory Systems Administration

Comprehensive because what isn’t considered is what will“get ya”

Anticipatory because what isn’t planned for will “get ya”

This concept is derived from Buckminster Fuller’sComprehensive, Anticipatory Design Science

R. Buckminster “Bucky” Fuller (July 12, 1895 - July 1,1983) was an American architect, author, designer, futurist,inventor, and visionary.

It provides LinuxForce with a philosophy of systemsadministration to inspire our team to address issues thatare sometimes overlooked

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 14: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Applying Buckminster Fuller’s Responsibility to Systems Administration

Comprehensive Anticipatory Systems Administration

Comprehensive because what isn’t considered is what will“get ya”

Anticipatory because what isn’t planned for will “get ya”

This concept is derived from Buckminster Fuller’sComprehensive, Anticipatory Design Science

R. Buckminster “Bucky” Fuller (July 12, 1895 - July 1,1983) was an American architect, author, designer, futurist,inventor, and visionary.

It provides LinuxForce with a philosophy of systemsadministration to inspire our team to address issues thatare sometimes overlooked

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 15: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Applying Buckminster Fuller’s Responsibility to Systems Administration

Notable Quotable

[Design Science is] the effective application of the principles ofscience to the conscious design of our total environment inorder to help make the Earth’s finite resources meet the needsof all humanity without disrupting the ecological processes ofthe planet.

— Buckminster Fuller

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 16: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Applying Buckminster Fuller’s Responsibility to Systems Administration

Notable Quotable

It is one of the self-disciplined responsibilities ofcomprehensive, anticipatory design science always to includefail-safe, automatically switched-in, alternate circuitry formechanical functioning whenever a prime-function facility isfound wanting.

— Buckminster Fuller, Synergetics 183.00

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 17: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Applying Buckminster Fuller’s Ethics to Systems Administration

Eternally Regenerative Software Administration

Eternal because upgradeability means through releaseafter release after release

Regenerative because “change is normal” and so the newwill sometimes replace the old: the ecosystem is eternallyregenerative (or so we hope), software should be thesame!

Design and management by humans is essential toprovide this “eternal regenerativity”

This notion is derived from Buckminster Fuller’s concept ofthe purpose of humans in Universe “in support of theintegrity of eternally regenerative Universe”

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 18: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Applying Buckminster Fuller’s Ethics to Systems Administration

Eternally Regenerative Software Administration

Eternal because upgradeability means through releaseafter release after release

Regenerative because “change is normal” and so the newwill sometimes replace the old: the ecosystem is eternallyregenerative (or so we hope), software should be thesame!

Design and management by humans is essential toprovide this “eternal regenerativity”

This notion is derived from Buckminster Fuller’s concept ofthe purpose of humans in Universe “in support of theintegrity of eternally regenerative Universe”

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 19: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Applying Buckminster Fuller’s Ethics to Systems Administration

Eternally Regenerative Software Administration

Eternal because upgradeability means through releaseafter release after release

Regenerative because “change is normal” and so the newwill sometimes replace the old: the ecosystem is eternallyregenerative (or so we hope), software should be thesame!

Design and management by humans is essential toprovide this “eternal regenerativity”

This notion is derived from Buckminster Fuller’s concept ofthe purpose of humans in Universe “in support of theintegrity of eternally regenerative Universe”

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 20: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Applying Buckminster Fuller’s Ethics to Systems Administration

Eternally Regenerative Software Administration

Eternal because upgradeability means through releaseafter release after release

Regenerative because “change is normal” and so the newwill sometimes replace the old: the ecosystem is eternallyregenerative (or so we hope), software should be thesame!

Design and management by humans is essential toprovide this “eternal regenerativity”

This notion is derived from Buckminster Fuller’s concept ofthe purpose of humans in Universe “in support of theintegrity of eternally regenerative Universe”

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 21: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Applying Buckminster Fuller’s Ethics to Systems Administration

Notable Quotable

My own working assumption of why we are here is that we arehere as local-Universe information-gatherers and that we aregiven access to the divine design principles so that we cantherefrom objectively invent instruments and tools – e.g., themicroscope and the telescope – with which to extend allsensorial inquiring regarding the rest of theto-the-naked-eye-invisible, micro-macro Universe, becausehuman beings, tiny though we are, are here for all thelocal-Universe information-harvesting andcosmic-principle-discovering, objective tool-inventing, andlocal-environment-controlling as local Universe problem-solversin support of the integrity of eternally regenerative Universe.

— Buckminster Fuller

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 22: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Applying Buckminster Fuller’s Ethics to Systems Administration

Notable Quotable

My own working assumption of why we are here is that we arehere as local-Universe information-gatherers and that we aregiven access to the divine design principles so that we cantherefrom objectively invent instruments and tools – e.g., themicroscope and the telescope – with which to extend allsensorial inquiring regarding the rest of theto-the-naked-eye-invisible, micro-macro Universe, becausehuman beings, tiny though we are, are here for all thelocal-Universe information-harvesting andcosmic-principle-discovering, objective tool-inventing, andlocal-environment-controlling as local Universe problem-solversin support of the integrity of eternally regenerative Universe.

— Buckminster Fuller

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 23: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Applying Buckminster Fuller’s Ethics to Systems Administration

Notable Quotable

My own working assumption of why we are here is that we arehere as local-Universe information-gatherers and that we aregiven access to the divine design principles so that we cantherefrom objectively invent instruments and tools – e.g., themicroscope and the telescope – with which to extend allsensorial inquiring regarding the rest of theto-the-naked-eye-invisible, micro-macro Universe, becausehuman beings, tiny though we are, are here for all thelocal-Universe information-harvesting andcosmic-principle-discovering, objective tool-inventing, andlocal-environment-controlling as local Universe problem-solversin support of the integrity of eternally regenerative Universe.

— Buckminster Fuller

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 24: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Applying Buckminster Fuller’s Ethics to Systems Administration

Notable Quotable

My own working assumption of why we are here is that we arehere as local-Universe information-gatherers and that we aregiven access to the divine design principles so that we cantherefrom objectively invent instruments and tools – e.g., themicroscope and the telescope – with which to extend allsensorial inquiring regarding the rest of theto-the-naked-eye-invisible, micro-macro Universe, becausehuman beings, tiny though we are, are here for all thelocal-Universe information-harvesting andcosmic-principle-discovering, objective tool-inventing, andlocal-environment-controlling as local Universe problem-solversin support of the integrity of eternally regenerative Universe.

— Buckminster Fuller

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 25: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Applying Buckminster Fuller’s Ethics to Systems Administration

Notable Quotable

My own working assumption of why we are here is that we arehere as local-Universe information-gatherers and that we aregiven access to the divine design principles so that we cantherefrom objectively invent instruments and tools – e.g., themicroscope and the telescope – with which to extend allsensorial inquiring regarding the rest of theto-the-naked-eye-invisible, micro-macro Universe, becausehuman beings, tiny though we are, are here for all thelocal-Universe information-harvesting andcosmic-principle-discovering, objective tool-inventing, andlocal-environment-controlling as local Universe problem-solversin support of the integrity of eternally regenerative Universe.

— Buckminster Fuller

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 26: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Remote Responder Leverages FOSS To Deliver Business Results

Conclusion

Managing FOSS requires consideration of the wholesoftware lifecycle“Comprehensive Anticipatory Systems Administration”captures LinuxForce’s approach to addressing theselifecycle issuesSmooth upgradeability is an emergent property of many ofthe mature FOSS packagesFOSS Upgradeability enables a new vision of “EternallyRegenerative Software Administration” to deliverbusinesses steady results by allowing them to continuallyuse ever-improving software with minimal costsThe result: Remote Responder: diligent, responsible,comprehensive systems management and monitoringservices

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 27: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Remote Responder Leverages FOSS To Deliver Business Results

Conclusion

Managing FOSS requires consideration of the wholesoftware lifecycle“Comprehensive Anticipatory Systems Administration”captures LinuxForce’s approach to addressing theselifecycle issuesSmooth upgradeability is an emergent property of many ofthe mature FOSS packagesFOSS Upgradeability enables a new vision of “EternallyRegenerative Software Administration” to deliverbusinesses steady results by allowing them to continuallyuse ever-improving software with minimal costsThe result: Remote Responder: diligent, responsible,comprehensive systems management and monitoringservices

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 28: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Remote Responder Leverages FOSS To Deliver Business Results

Conclusion

Managing FOSS requires consideration of the wholesoftware lifecycle“Comprehensive Anticipatory Systems Administration”captures LinuxForce’s approach to addressing theselifecycle issuesSmooth upgradeability is an emergent property of many ofthe mature FOSS packagesFOSS Upgradeability enables a new vision of “EternallyRegenerative Software Administration” to deliverbusinesses steady results by allowing them to continuallyuse ever-improving software with minimal costsThe result: Remote Responder: diligent, responsible,comprehensive systems management and monitoringservices

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.

Page 29: Managing FOSS for Business Results - CJ Fearnley · 2009-10-29 · Presentation to LinuxForce Seminar on Managing Free and Open Source Software (FOSS) ... With Debian / Ubuntu upgrades

Introduction Software Management Some Philosophical Considerations Conclusion

Remote Responder Leverages FOSS To Deliver Business Results

Thank You

Thank You!

Any Questions?

http://www.CJFearnley.com/managing.foss.2009.pdf

Managing FOSS for Business Results CJ Fearnley, LinuxForce, Inc.