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             IBM Software Group



Integrating Open Source into Your Business

 Adam Jollans – Open Source Strategy Manager, IBM Software
 eLiberatica Romania – May 30, 2008




                                                      © 2008 IBM Corporation
IBM Software Group – Integrating Open Source



Agenda

Part 1    Understanding the Open Source Ecosystem


          Customer benefits and challenges of Open Source


Part 2    IBM and Open Source


          How to integrate Open Source into your business



                                                          © 2008 IBM Corporation   2
IBM Software Group – Integrating Open Source



Open Source is part of Open Computing
 Open standards                                          Open Computing
  Improving information sharing by simplifying
   integration of disparate technologies                            Open
  Promoting interoperability by using open                       standards
   published specifications
 Open architecture
  Increasing collaboration by easily extending             Community
   business processes – eg SOA
  Innovating on top of common specifications               Innovation
 Open source                                         Open                                  Open
   Promoting innovation by leveraging             architecture                            source
    community development
  Accelerating open standards adoption




                                                                  © 2008 IBM Corporation            3
IBM Software Group – Integrating Open Source


Open Standards
 What is Open?
  Lots of definitions - from published, proprietary interfaces to open source
  What is a meaningful gauge?
     Broad adoption (multiple vendor implementations – especially by the vendors you and
      your partners buy products from)
     Public interfaces/public input
     Path to long term Stewardship (official standards body, effective open source
      community,…)
 Customer Benefits
  Choice - The choice I make today doesn’t limit the choices I can make in the future
  Flexibility - I can connect to internal departments and external partners that made
    different technology choices
  Speed - I can build new solutions that involve multiple hardware and software
    platforms quickly
  Speed - I can adjust to changing business parameters (new opportunities, new
    partners, new employees) quickly
  Skills - I can find skilled resources that understand these solutions
                                                                 © 2008 IBM Corporation     4
IBM Software Group – Integrating Open Source



What is Open Source ?
    A licensing approach
    Defines access to source code
    Conforms to one of the “Open Source Initiative” licenses
    Prioritises rights of users
    A development methodology
    Community approach to developing software
    Meritocracy of developers
    Peer review
    A community of users, developers and partners
    Open participation


                                                      © 2008 IBM Corporation   5
IBM Software Group – Integrating Open Source


Community Innovation is key to Open Source

  Community-driven approach to problem
   solving
  People working across geographical and
   organizational boundaries to confront
   today's most pressing challenges
  Enabled by:
    Open standards
    New intellectual property practices
    The Internet and collaborative tools
  It unites perspectives from a host of
   disciplines to:
    Rapidly solve business issues
    Accelerate technological advancements
    Stimulate economic growth
    Enable new business models



                                                           © 2008 IBM Corporation   6
IBM Software Group – Integrating Open Source


Examples of Open Source projects
  Apache
    Web Server
    Community initiated (apache.org)

  Linux
    Operating System kernel
    Individual initiated (Linus Torvalds)

  Eclipse
    Universal Integration platform
    IT Vendor initiated (IBM and others)

  Mozilla
    Browser and client technology
    Hybrid (Netscape + community)

  Xen
    Virtualization hypervisor technology
    University initiated (Cambridge)
                                                          © 2008 IBM Corporation   7
IBM Software Group – Integrating Open Source



Why is Open Source important ?
     Can be a major source of innovation
       Collaboration combines resources across IT vendors, universities and individuals
       Internet has enabled distributed collaboration and early user feedback


     OSS is a good approach for driving emerging open standards
       Popular open source projects can become the common implementations


     Customers can benefit
       Increased choice and flexibility
       Lower costs


     Can present new business opportunities



                                                               © 2008 IBM Corporation      8
IBM Software Group – Integrating Open Source



Agenda

     Understanding the Open Source Ecosystem


     Customer benefits and challenges of Open Source


     IBM and Open Source


     How to integrate Open Source into your business



                                                        © 2008 IBM Corporation   9
IBM Software Group – Integrating Open Source


Customers see benefits and challenges in open source
  Potential Customer Benefits                         Potential Customer Challenges
   Choice and Flexibility                             Support
     Hardware portability and software flexibility
     Modularity and extensibility                     Integration
     Range of support options
                                                         with other open source software
   Low acquisition cost                                 with commercial software


   Frictionless access to software                    Skills
     Light weight and easy to use
     Rapid prototyping                                Availability of applications
   Quality of software
       Peer review of source code                     Maturity
       Broad community testing                          Enterprise requirements gap (Functionality,
       Fast cycle time of releases and bug fixes         Performance, Scalability, Security)
       Reliability and security                         Community / Industry support
                                                         Sustainability of business model
   Community innovation
     Opportunity for interaction with developers      Too many choices
     Open user community support and features
     Harvest commoditized components and
      use freed-up resources for innovation
                                                                        © 2008 IBM Corporation          10
IBM Software Group – Integrating Open Source


 Open Source Maturity and Customer Adoption
                                                                                                                     Mature


                                                                                                Web Servers
                                                                                Operating
                                                                  Web
                                                                                Systems
                                                                Browsers
                                                                                                Development
                                              Office Editors
                                                                                                   Tools
  Increasing Maturity




                                                                              Application
                              Services                                         Servers
                                             Collaboration     Databases

                                                               Applications
                                  Search     Virtualization
                                          Systems
                        Grid / Cloud     Management
                                       SOA

                        Open Hardware

Emerging
                                              Increasing Adoption by Customers
                                                Source: IBM, December 2007
                                                                                            © 2008 IBM Corporation            11
IBM Software Group – Integrating Open Source


Customers use both Open Source and Private Source

   Private Source
                                 Creating software that is private source and
                                 innovative - intended to differentiate the
                                 vendor and deliver value to the client.



                                 Creating, maintaining, and enhancing
                                 software through open, collaborative
                                 communities driving evolution of
   Open Source                   standards and innovation.




    The Industry is Seeking a New Equilibrium

                                                           © 2008 IBM Corporation   12
IBM Software Group – Integrating Open Source



2008 – Open Source and Private Source converging
 Open Source and Private Source
  increasingly converging                                                            Private
                                                          Open
  Business models                                       Source                      Source
  Development methodology
  Community


 New hybrid models emerging
  Community Source
  Open Commercial Development
  Mixed Source
   Gated Open Source

                                                Gated         Mixed          Open
                                                                                            Community
                                                 Open                      Commercial
 Customer pragmatism                           Source
                                                              Source
                                                                             Dev’t
                                                                                             Source

  Need for complete solutions
  Increasingly mixed source environments
  Trusted vendors preferred
                                                                   © 2008 IBM Corporation           13
IBM Software Group – Integrating Open Source



Agenda

     Understanding the Open Source Ecosystem


     Customer benefits and challenges of Open Source


     IBM and Open Source


     How to integrate Open Source into your business



                                                        © 2008 IBM Corporation   14
IBM Software Group – Integrating Open Source



Sam Palmisano on Open Source

      “Open source is a method of tapping a community of experts to
       develop useful things. It began in software, but applies broadly, and
       is anything but anti-capitalist.”
      “It can raise quality at reduced costs, and vastly expands
       opportunities for profit. In a sense, open source fuels innovation much
       the way science fuels technology. Science is created by communities
       of experts, whose fundamental discoveries are typically made
       available to all, including individuals and companies that are able to
       capitalize on the new knowledge in novel ways.”
      “For IBM, the open-source model is familiar territory, given our long
       track record in the sciences.”



     Source: Newsweek, December 2nd, 2005 - http://www.msnbc.msn.com/id/10296176/site/newsweek


                                                                            © 2008 IBM Corporation   15
IBM Software Group – Integrating Open Source

IBM contributions to Open Source go back 8+ years

     1999 - 2001                    2002 - 2003                                2004-2005                                     2006-2007
                                                                                                             ●
                                                                                                                 IBM contributes accessibility code to
                                                                                                                 Firefox
●
    IBM forms Linux           ●
                                  Linux contributions to         ●
                                                                      IBM and Novell/SUSE achieve            ●
                                                                                                                 IBM becomes founding member of
    Technology Center             scalability (8-way+),              security milestone (EAL4+ and COE           Eclipse Aperi project
                                  reliability (stress testing,       compliance)
●
    Leads Apache projects         defect mgmt, doc)                                                          ●
                                                                                                                 IBM leads Open AJAX initiative and
    Xerces (XML4J),                                                   Eclipse becomes independent as
    Xalan, SOAP               ●
                                  Leads Apache projects:
                                                                 ●
                                                                                                                 announces partnership with the Dojo
                                                                     Eclipse Foundation, Inc. – IBM              Foundation
                                  Web Services (WSIF
●
    Creates OSI-approved          and WSIL), Pluto                   contributes UML2, Voice Tools, Aperi,   ●
                                                                                                                 Leads Apache Tuscany project and
    IBM Public License            (Portlet API) and                  COSMOS, Ajax Tools Platform
                                                                                                                 Pecl SOA for PHP project
                                  WSRP4J (Remote
●
    Strategic participation       Portal)                        ●
                                                                     Globus Toolkit 4 is WS-I compliant      ●
                                                                                                                 IBM donates code for user-centric
    in Mozilla                                                                                                   security management to Eclipse
                              ●
                                  Leads Eclipse projects         ●
                                                                     Pledged 500 patents to open source          Higgins
●
    IBM becomes founding          GEF (editing), EMF
    member of OSDL                (modeling), XSD (XML
                                                                                                             ●
                                                                                                                 IBM donates code for medical record
                                                                 ●
                                                                     Partner with Zend PHP
                                  Schema), Hyades                                                                management to Eclipse Open
●
    Founder of Eclipse.org        (testing), Visual Editor,                                                      Healthcare Framework (OHF)
    and Eclipse
                                                                 ●
                                                                     IBM enhances Apache partnership
                                  AspectJ, Equinox rich              - Contributes Derby database                IBM announces support for Eclipse.org
    Consortium
                                                                                                             ●
                                  client                                                                         version of Eclipse
                                                                     - Helps Derby graduate from
●
    Creates internal              Globus Toolkit                       incubation
    bazaar using OSS
                              ●                                                                              ●
                                                                                                                 IBM contributes to Apache Lucene
                                  contributions for OGSA,            - Contributes voice recognition
    methodology                                                                                                  project and announces OmniFind
                                  OGSI                               - Supports Geronimo J2EE project            Yahoo! Edition
                                                                     - Acquires Gluecode for skills
                                                                                                             ●
                                                                                                                 IBM joins OpenOffice.org

    More than 1000 IBM dev elopers IBM leads 80+ OSS projects                                                       IBM contributes to 150+
    involved in OSS projects                                                                                             OSS projects
                                                                                                                 © 2008 IBM Corporation                16
IBM Software Group – Integrating Open Source


IBM’s Open Source Approach
   Innovation: Harness and fuel the
    energy and innovation of open source
    communities
                                                           Embed        Layer              Extend
   Contribution: Become a strategic
    player in open source communities,                                Enhance




                                                                                                Integrate
                                                      Support
    both as a contributor and consumer of                       Community Innovation
    technology                                                       Contribute

   Enhancement: Capture, focus and                   Participate    .. Donate         ...Sponsor..
    translate open source innovation into
    value for our customers

   Growth: Leverage open source to gain
    new users, enter new markets, and
    expand business opportunities


                                                                      © 2008 IBM Corporation                17
IBM Software Group – Integrating Open Source



Why Linux is Important to Customers                                                Windows
                                   Unix                                            migrations
                                migrations
      Linux is flexible                      Flexibility and                Security
                                                 Choice                            .
      Linux is secure
      Linux is reliable                       Total Cost of                  Reliability
                                                Ownership                           .




      Linux can reduce Total Cost of Ownership


      Linux is an excellent path to On Demand

                                                                © 2008 IBM Corporation          18
IBM Software Group – Integrating Open Source

 Linux Evolution to Next Generation and Business Critical
                                                                                                    Scalability, Reliability, Security

                                                                           Business Critical Linux
                                                                   SOA, IoD, Realtime, Secure

                                                                                             2G Linux




                                                                                                                                 Virtualization, Consolidation
                                         Open Client, Web 2.0                        Web Infrastructure




                                                                                                                                                                 Big Green Linux
                         Linux Clients




                                                                           Thin Clients
                                                                2G Linux                     1G Linux




                                                                                                                      2G Linux
                                                                                                           Clusters
                                                                                           Web / Email
Openness, Applications                                                                      File / Print                                                                           Better Resource Usage


                                                                                             2G Linux
                                                                                          Business Apps

                                                                                          Mid-Market Linux
                                                                     SMB Apps, SW Appliances

                                                                                                    Consummability, Applications

                                                                                                                                                                     © 2008 IBM Corporation
IBM Software Group – Integrating Open Source

Open Source Beyond Linux…
 Open Source
                               Software                                                               Web Application
 Communities
                             Development                                                               Servers / SOA
 Open Source
                                                                P
   Projects                                                  SD                    WA
                                                        na l      al WAS                S
 Mixed Open /                                    R atio ation t                Fe a
                                                          R        r
Private Source                                        z/      nce                   ture
                                                 Jaz m C o te               WA            Pac
   Offerings
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                                                       ver       tr        IB         rid                Open Grid /
                   Hardware Platforms                      s
                                                                               IB MG                   Cloud Offerings

                                                                                                      © 2008 IBM Corporation              20
IBM Software Group – Integrating Open Source

Apache Community and Web Application                                             Web Application
                                                                                  Servers / SOA
Server Projects
    Apache.org
     Open Source not-for-profit Foundation
     Home of the market-leading Apache HTTP server
     Now multiple Apache projects, characterized by:
         Collaborative, consensus based development process
         Open and pragmatic software license
         Desire to create high quality software that leads the way in its field
    Apache Tomcat
     Servlet container for Java Servlets and JavaServer Pages
     Widespread adoption
    Apache Geronimo
     Server runtime for JEE5
     Rapid increase in adoption
    Apache Tuscany
     Implementation of SOA programming model
     SCA and SDO
                                                                 © 2008 IBM Corporation        21
IBM Software Group – Integrating Open Source

                                                                                                          Web Application
                                                                                                           Servers / SOA
WAS Community Edition
                       WebSphere Application Server Community Edition
                                Lightweight JEE5 application server built on Apache Geronimo technology
                                Integrates Apache Tomcat
                                Includes Apache Derby
                                No up-front costs
                                World-class support (optional, fee-based)
                                Winner – Open Source Tool of the year, Developer.com

                                                            Your Killer App
   IBM WebSphere Application
    Server Community Edition




                                                          Apache Tomcat

                                  Security /                                              SOAP/Web
                                Authentication
                                                    Geronimo Plug-In Kernel             Services (Axis2)
                                                   Fully Integrated & Extensible
                                  Web Tier                Kernel Services
                                  Clustering
                                                                                          EJB & JPA

                                       Other optional plug-ins, transactions and JMS messaging

                                                                                          © 2008 IBM Corporation        22
IBM Software Group – Integrating Open Source

                                                                                       Web Application
                                               simplify                                 Servers / SOA
Apache Tuscany
  Tuscany provides a flexible infrastructure that
   simplifies development and deployment of SOA-
   based systems through implementation of                    Apache Tuscany is implemented in
   Service Component Architecture (SCA) and                    Java and C++ http://
   Service Data Object (SDO).                                  incubator.apache.org/tuscany/
  Tuscany SCA simplifies designing, building,                PHP version is available at http://
   managing and scaling composite applications                 pecl.php.net/package/sca_sdo
   that can consist of multiple languages in a                Standards for SCA and SDO are
   distributed environment.                                    supported by many industry leaders
  Tuscany SCA lightweight runtime can be                      at OASIS open CSA:
   embedded in, or provisioned to, a number of                 http://www.oasis-opencsa.org/
   runtimes such as Websphere, Geronimo and
   Tomcat. The runtime is easily extensible to                Tuscany is consumed by IBM
                                                               products and has been experiencing
   further its capability.
                                                               a growing number of open source
  Tuscany SDO simplifies handling of data in                  adopters who are looking for SOA
   SOA by providing a uniform interface for                    infrastructure.
   handling different forms of data.



                                                                       © 2008 IBM Corporation        23
IBM Software Group – Integrating Open Source

                                                                                       Software
                                                                                     Development
Eclipse Community and Projects
      Eclipse.org
        Open Source Community
        Home of the market-leading Eclipse Java IDE
        Started with IBM code contribution in 2001
        Now multiple Eclipse projects, focused on building an open integration platform
         comprised of extensible frameworks, tools and runtimes for building, deploying
         and managing software across the lifecycle
        Eclipse also hosts modelling, test, and web tools projects
      Eclipse Platform
        Universal integration platform of extensible frameworks and exemplary tools
        Integrated Development Environment
        Eclipse base language IDEs for most of the popular languages, including
          Java
          C/C++
          PHP

                                                                © 2008 IBM Corporation         24
IBM Software Group – Integrating Open Source

                                                                                            Software
                                                                                          Development
IBM Rational Elite Support for Eclipse

 World-class technical support for Eclipse 3.2 and 3.3, the open source
  development environment from the Eclipse Foundation
 Support for the Eclipse Platform, including the Java Development
  Toolkit (JDT) and its Plug-in Development Environment (PDE)
   Web Tools Platform (WTP)
   Test and Performance Tools Platform (TPTP)
   Graphical Editing Framework (GEF)
   Eclipse Modeling Framework (EMF)
   Data Tools Platform (DTP)
 Features
   Equivalent to IBM commercial product support
   Phone support at no additional cost
   Defect fixes through Eclipse.org




                                                                     © 2008 IBM Corporation         25
IBM Software Group – Integrating Open Source

                                                                                      Software
                                                                                    Development
Dojo Foundation

      Dojo Toolkit (http://www.dojotoolkit.org)
        Dojo is an open source DHTML toolkit written in the JavaScript language.
        Dojo allows you to easily build dynamic capabilities into Web pages.
        You can use the components that Dojo provides to make your Web sites
         more usable, responsive, and functional.
        Ajax for IBM WebSphere Platform is built with the Dojo Toolkit v0.4.2.


      Have contributed key components including accessibility,
       internationalization, and data binding.
        The W3C’s Dynamic Web Accessibility specification makes it possible for
         those who haven’t necessarily benefited from Ajax to be able to interact using
         the keyboard, screen readers, and screen magnifiers.


      IBM is standardizing on the dojo toolkit. Already 30+ IBM Software
       Group products leverage Dojo.

                                                               © 2008 IBM Corporation         26
IBM Software Group – Integrating Open Source

                                                                                                Software
Jazz                                                                                          Development


             Innovation                                        Rational Products
     A major investment by IBM to create a             A commercial project led by the IBM team that
     scalable, extensible team collaboration          brought you the Eclipse Platform. Rational Team
    platform for seamlessly integrating tasks         Concert Express will be the first product built on
          across the software lifecycle                   Jazz and feature tooling for agile practices.
                                                           Additional members of the Rational Team
                                                                   Concert family will follow


                               Innovative Software Engineering


             Community                                                  Vision
                                                         A next-generation vision for the value and
 Jazz.net – an online venue for open
                                                       experience that future Rational products can
commercial development of the Jazz
                                                       bring to software and systems delivery teams
  platform and Jazz-based products
 and an extension of the world wide
          Eclipse ecosystem



                                                                         © 2008 IBM Corporation            27
IBM Software Group – Integrating Open Source

                                                                                                  Client
                                                                                              Collaboration
Eclipse RCP
    Eclipse Rich Client Platform
      Application Integration Platform for rich client applications
      Major Investments by SAS, NASA, US Army, Adobe, IBM
      Based on Equinox (OSGi)
    Benefits of Eclipse Rich Client Platform
      Cross platform support – Windows, Linux, Mac, Unix, embedded devices
      Open, vendor neutral API for developing native GUI applications
      Native look and feel and desktop integration
      Enables ISVs to deliver applications for more desktops…
      …at minimal incremental cost

    Proof of Eclipse RCP
      Lotus Expeditor – cross-platform client middleware
         Extends Eclipse / Equinox to provide foundation services and application programmability
          services
         Provides the platform on which Lotus Notes, Lotus Sametime, Lotus Forms and Lotus
          Symphony are built
      NASA JPL Mission management software
                                                                         © 2008 IBM Corporation           28
IBM Software Group – Integrating Open Source

                                                                                                    Client
                                                                                                Collaboration
Lotus Expeditor
 Universal managed client software
   Provides composite application integration
   Supports laptops, desktops, kiosks, and mobile devices
   Extends Eclipse RCP & Equinox open source technologies
 Platform for Client Computing
   Compelling / Responsive User Interface
   Local U/I logic does not need web connection
   Aggregates Information from existing applications
     Web, Java, Rich Client, Forms and Portal*                                                        …
   An open alternative to Microsoft .NET
 Semi-connected clients (Mobile Apps / Portal / Forms / WebSphere)
   Work productively while offline
   Use where bandwidth unreliable / expensive
 Server Managed Client Software
   Centrally deploy and manage software on remote client systems
 Preserves programming model
   Familiar APIs enable developers to reuse skills / extend existing applications
   Toolkit plugs into Eclipse workbench                                   © 2008 IBM Corporation           29
IBM Software Group – Integrating Open Source

                                                                                              Client
                                                                                          Collaboration
Lotus Notes, Sametime, and Expeditor
   All built on Lotus Expeditor


                          Lotus                                Lotus
                          Notes                              Sametime

Notes 8 Adds…                                                          Sametime Adds…
Collaboration                                                         Messaging / Presence
Calendaring, email, Contacts                                          VIOP Click to Call
                                                                                               …
                                                                       Instant Meetings / Conferences
Domino, Teamspaces
Taking collaboration to a new level        Lotus                       Platform for real time business
                                          Expeditor
                                                         Lotus Expeditor Adds
                                                         Interaction: Forms, Portal
                             Rich Client Platform        Integration: DB2e, Microbroker, SOA, …
                                                         Client Mgmt: Deploy, Manage, Security
                                                         Support
                                                         Platform for composite applications
                                                                     © 2008 IBM Corporation           30
IBM Software Group – Integrating Open Source

                                                                                            Client
                                                                                        Collaboration
OpenOffice.org
  OpenOffice.org
   OpenOffice.org is a multiplatform and multilingual office suite and an open-source
    project.
   Compatible with all other major office suites, the product is free to download, use, and
    distribute.
   OpenOffice.org grew out of the StarDivision office suite which was bought by Sun who
    then contributed it to open source
   OpenOffice uses ODF natively and can also read and write Microsoft Office files
  IBM and OpenOffice.org
   On 10 September 2007, IBM announced that was joining the OpenOffice community
   IBM is formalizing its support for OpenOffice, and is contributing technology and
    programmers
   IBM will initially contribute its accessibility frameworks and SmartSuite filters to
    OpenOffice.org
   IBM planning to include new versions of OpenOffice technology in its future products



                                                                   © 2008 IBM Corporation           31
IBM Software Group – Integrating Open Source

                                                                                             Client
                                                                                         Collaboration
Lotus Symphony
  Set of productivity tools provided by IBM at no charge
    IBM Lotus Symphony – Documents, Presentations, Spreadsheets
  Availability
    Included in Lotus Notes 8
    Beta downloadable from http://symphony.lotus.com
    100,000 downloads in first week, over 250,000 in first month
  Multiple document formats supported
    Open Document Format (ODF)
    Microsoft Office
    Lotus SmartSuite
  Foundation provided by Lotus Expeditor, based on open source
   components
    Equinox
    Eclipse RCP
    OpenOffice
  IBM value-add
    Modularization, User interface, Accessibility
                                                                    © 2008 IBM Corporation           32
IBM Software Group – Integrating Open Source

                                                                                                                     Client
IBM Open Collaboration Client Solution                                                                           Collaboration


                                                                                  Lotus Collaboration Software
 Rich                                                                 thin           Notes*, Domino
                                                                                     Sametime
                             Applications                                            Expeditor
                                                                                     Symphony
                                                                                     Forms
   Lotus Notes 8    Lotus Symphony   Lotus Sametime 7.5                              WebSphere Portal (Express)
                   Lotus Expeditor                         Browser
                                                            Access
                                                                                  Software Services – delivered by
                                                            Portal,
                                                                                   LIC and ISSL
                                                          Connections
                                                             Apps                    User Segmentation
                                                                                     Open client value assessment
                                                                                     Pilot
                                                                                     Microsoft License Analysis**
                                                                                     Application Migration
                                                                                     Deployment
                                                                             *Notes 8 MAC OS 10 availability planned in the future
                                                                             **Project Liberate – no cost 1-2 day engagement

                                                                                            © 2008 IBM Corporation                   33
IBM Software Group – Integrating Open Source

                                                                                  Information
                                                                                  M anagement
Apache Derby and Lucene
 Apache Derby
  Lightweight embeddable zero-admin Java RDBMS
  IBM contributed code to the Apache Foundation as Derby in August 2004
  Derby embedded in IBM products including Lotus Workplace and WAS CE
  Derby graduated from incubator into the Apache DB project in July 2005
  Sun announced support for Apache Derby and committed developers in
   July 2005
 Apache Lucene
  Open-source search software
  High-performance, full-featured text search engine library written entirely in
   Java.
  Technology is suitable for nearly any application that requires full-text
   search, especially cross-platform


                                                             © 2008 IBM Corporation         34
IBM Software Group – Integrating Open Source

                                                                                                                  Information
                                                                                                                  M anagement
OmniFind Yahoo! Edition
 OmniFind Yahoo! Edition
  Based on Apache Lucene, enhances Lucene’s functionality and ease of use
  Use instantly out-of-the-box, 3 click install, integrates with Yahoo! for web search
  Available for no charge at: http://omnifind.ibm.yahoo.com/

                                                      Search
                                    Search UI
                                                                      Summaries
                                                  Web
                                                 Server    Cache
                                                                           Featured
                                     REST API      Synonym
                                                                            Links
                                                        s


          Input Sources                                                                    Administration
                                                      Lucene                                              Config
         Web                                         Text                             Admin UI
                                                                                                        Managemen
               File system   Push                   Retrieval   Java API
                                                                                            REST API        t
                              API



                                                    Analysis
                                          Filters                  Language
                                    PDF                              Ware
                                                                                 Lang ID
                                          HTML                     n-Grams
                                                     Office


                                                                                             © 2008 IBM Corporation         35
IBM Software Group – Integrating Open Source


DB2 Express-C                                                                             Information
                                                                                          M anagement




Production Ready                   Innovative Technology           Developer Community
 Free to develop, deploy           Leading edge, highly           Application development
  and redistribute*                  resilient and proven            made easy
                                     technology.
 No limits – just data                                             Dedicated team for DB2
                                    First hybrid relational and     community participation
     ●
         No database size limit
                                     XML data server
     ●
       No limit on number of
                                                                    Comprehensive forum
     instances per server           Same superior technology        support available
                                     and programming support        Skills and applications
     ●
         No user limit               as DB2 Express Edition in       apply to all DB2 editions
 * Free registration required        a smaller package

                                                                     © 2008 IBM Corporation         36
IBM Software Group – Integrating Open Source

Eclipse COSMOS                                                                                                Systems
                                                                                                            M anagement
COSMOS (Community Systems Management Open Source )
 Reduce complexity of managing heterogeneous IT
  environments by providing an open, extensible, standards-
  based management framework
 Provide a tools platform for systems management
                                                                         COSMOS Project Members
     Build generic, extensible, standards-based components upon which
      software developers can create specialized, differentiated, and       Cisco Systems, Inc.
      interoperable offerings
                                                                            CA, Inc.
 Provide a base framework for data collection normalization
                                                                            Compuware
  and persistence
                                                                            IBM Corporation
 Provide instrumentation to validate, edit and view
  management information based on Service Modeling                          OC Systems
  Language (SML)                                                            Groundworks Open Source
 Drive adoption of industry standards
     Provide reference implementations of emerging standards, such as
                                                                         Evaluating participation:
      SML and CMDB federation
     Provide instrumentation for Web Services                              SAS

 Tivoli products will embed foundational COSMOS                            Fujitsu Limited
  components and extend with additional functionality in the
  future

                                                                                   © 2008 IBM Corporation             37
IBM Software Group – Integrating Open Source

Apache Muse                                                                                      Systems
                                                                                               M anagement
 Provide a Java-based implementation of the Oasis
  Web Services Distributed Management specification,
  and its perquisite specifications, e.g. WS-Resource
  Framework (WSRF), WS-Base Notification (WS-N),
  WS-Metadata Exchange (WS-MEX)
 Provide a framework upon which developers can build        Muse Project Members
  web service interfaces for manageable resources
                                                                Cisco Systems, Inc.
  without having to implement all of the "plumbing"
  described by the aforementioned standards.                    CompuWare
                                                                IBM Corporation
 Provide a set of command line tools that can generate
  the management artifacts for specific deployment
  environments, e.g. OSGi, JEE.                              Evaluating participation:
 IBM product teams and ISVs will use the runtime to            CA
  provide standards-compliant management interfaces to
  their products; this enables them to be managed by
  popular management applications, such as the Tivoli
  line, that support those standards.
 Leveraged as the management strategy in other open
  source projects, e.g COSMOS at the Eclipse
  Foundation
                                                                      © 2008 IBM Corporation             38
IBM Software Group – Integrating Open Source

                                                                                                 Systems
                                                                                               M anagement
Eclipse Aperi
  Aperi
   Simplify the infrastructure customers need to
    manage their storage
                                                       Aperi Project Founding Members
   Provide an open, extensible, standards-based
    storage management framework                          Brocade Communication Systems,
                                                           Inc.
   Give customers more flexibility and choice on
    how to manage their storage                           Cisco Systems, Inc.
   Drive adoption of industry standards                  CA, Inc.
   IBM’s initial code contribution has been              Emulex Corporation
    accepted by Eclipse. Other founding members           LSI Corporation (Engenio Storage
    plan to donate part of their storage                   Group)
    infrastructure management technology to the
                                                          Fujitsu Limited
    open source community.
                                                          IBM Corporation
   Shift focus from platform support to advanced
    application services                                  Yotta Yotta, Inc.
   Multi-vendor applications running on a                Network Appliance, Inc.
    common Open Source Storage Platform                   Novell, Inc.
                                                                      © 2008 IBM Corporation             39
IBM Software Group – Integrating Open Source

                                                                                                        Open
Power.org™ Community                                                                              Hardware Platforms

    Our members create the hardware, software and systems that make Power Architecture
         technology the most widely used foundation for electronics in the world today
Innovate: Power Architecture Technology                     Community growth and momentum
   Instruction set architecture that spans applications from     New Software & Solution members resulting in more
    consumer electronics to supercomputers                         traction in all parts of the processor ecosystem
   Enhanced platform for collaborative hardware                  Providing regionalization through Power Applications
    innovation                                                     Center (PAC) in Shanghai creating local community’s

Contribute: Power.org                                       Community Marketing & Branding Opportunities
   Develop, enable and promote Power Architecture                Visibility and demand generation at 2007 Embedded
    technology as preferred open standard hardware                 Systems Conference under a unified Brand System
    development platform                                          Market Research (Market Model) provide to Members a
                                                                   comprehensive view of Power Architecture Processor
   Qualification programs that optimize interoperability          market opportunity
    and accelerate innovation
                                                            Continued Technology Leadership & Growth
Enhance: IBM POWER microprocessors plus
  Accelerators                                                    Power.org Software Summit with Developers and
                                                                   Power.org Communication Days – 4 Countries in Asia
   PowerPC, POWER4, POWER5, POWER5+, CELL                        1st Power Architecture Developer Conference- Sept
Growth: multi-platform advantage                                   24,25 2007

   IBM System p5, IBM System i5, Intellistation, Blue      Open collaborative Deliverables
    Gene                                                          Power Architecture LINUX Developer Toolkit and
                                                                   Reference Platform, 970 MP Edition
                                                                  Power ISA version 2.05, Power Architecture Platform
                                                                   Requirements for embedded systems specification
                                                                                     © 2008 IBM Corporation               40
IBM Software Group – Integrating Open Source

Blade.org Mission and Members                                                   Open
                                                                          Hardware Platforms




                                     Blade.org
                         is a collaborative Organization
                            and developer community
                             focused on accelerating
                         the development and adoption
                            of blade server solutions.
                     The organization provides leadership
                             to the blade market and
                      fosters a thriving industry ecosystem
                         focused on delivering valuable
                                Solutions to blade
                              computing customers.




                                                              © 2008 IBM Corporation       41
IBM Software Group – Integrating Open Source

    Blade.org Communities: Connect                                        Open
                                                                    Hardware Platforms
    Customers, VCs and Companies in the
    Industry


                                  Software
                                  Providers
Customer                                                                VC
Advisory                                                              Advisory
 Council                                                               Board

                      Hardware               Solution
                      Providers              Providers




                                                         © 2008 IBM Corporation      42
IBM Software Group – Integrating Open Source

Globus Alliance and IBM Grid Offerings                                                               Open Grid /
                                                                                                   Cloud Offerings

  Innovate: Grid computing
   Virtualization of resources across heterogeneous and dispersed environments
   Seamless access to vast IT capabilities through single systems image
                                                                                            AIST
  Contribute: Open Grid Services Architecture (OGSA)
   Open set of standards and protocols
   Being developed by Open Grid Forum (formerly GGF)
   Based on web services standards
  Enhance: Globus Toolkit
   Globus toolkit – open source “grid middleware” software toolkit
     (focus on infrastructure for security, batch job management, resource discovery etc.)
     http://www.globus.org/toolkit/downloads/4.0.5/
   Open source community developing fundamental grid infrastructure
           (many projects, prototypes, research etc.)

  Growth: IBM Grid Offerings and Services
   Products & services designed to develop grid solutions
           (Grid & Grow, Analytic Infrastructure, Actuarial Grid, Grid Medical Archive etc.)
   DB2 and WebSphere Grid offerings
   Grid consulting and support servers
                                                                                  © 2008 IBM Corporation             43
IBM Software Group – Integrating Open Source

                                                                                                     Open Grid /
Blue Cloud Architecture                                                                            Cloud Offerings




                                                                                      Apache
                                                                        Virtual      Virtual      Virtual       Virtual
                                                                       Machine      Machine      Machine       Machine


                                                                                    Tivoli Monitoring Agent


                                                                                  Open Source Linux with Xen

                          Data Center                                 Virtualized Infrastructure based on Open Source
                                                                                          Linux & Xen
          Monitoring              Provisioning Baremetal & Xen VM
                                                                    Cloud computing
                 DB2
                                                                    infrastructure can be
                              Provisioning     WebSphere
  IBM
Monitoring v.6
                           Manager v.5.1     Application Server     delivered either as hosted or
                 Provisioning Management Stack
                                                                    onsite solution.

                                                                                   © 2008 IBM Corporation                 44
IBM Software Group – Integrating Open Source

                                                     IBM Global Services                         Open Source
                                                                                                  Services
Services and Consulting
                                                        Server Product Services for Linux
 IBM Services will continue to
  augment its portfolio of offerings and                      IBM Implementation Services for Linux
  consulting services
                                                                            Linux Distributions
   Strong base of Linux capabilities on which to
    build                                                                   Linux HPC Clusters

                                                                             Linux HA Clusters
   Recognition of need for “buy/build/share”
    decision driven by business value
                                                                        Linux Server Consolidation

    Design and implement hybrid environments                               Linux OS Hardening
    that deliver the most effective solutions
                                                              IBM Implementation Services for Open Source
    Design and implementation services support
    the hybrid environment                                         Database Implementation and Optimization

   Support services include open source and                           Proxy and Bandwidth Management
    proprietary traditional software
                                                                    Virtualization: Xen Implementation Service

                                                                               Messaging Solution

                                                                           © 2008 IBM Corporation                45
IBM Software Group – Integrating Open Source



Agenda

     Understanding the Open Source Ecosystem


     Customer benefits and challenges of Open Source


     IBM and Open Source


     How to integrate Open Source into your business



                                                        © 2008 IBM Corporation   46
IBM Software Group – Integrating Open Source



Key Customer IT Questions and Open Source
                How can IT help our business succeed ?
                Solve our problems today
                Grow in the future
                Integrate across and outside the company
                Respond quickly to opportunities and threats


                How can we improve our IT infrastructure ?
                Better – more reliable, more secure
                Faster – better price/performance
                Lower cost – more efficient, lower TCO
                More flexible – easier to integrate


                Should we use Open Source software ?
                When / Where / How ?
                Open Source / Commercial / Mixture ?
                Who from / Who supports / Who integrates ?
                How much will it cost / TCO / ROI ?


                                                                © 2008 IBM Corporation   47
IBM Software Group – Integrating Open Source

Integrating Open Source into your IT strategy
  Insist on Open Standards
    Increases flexibility and responsiveness
  Evaluate Open Source and Commercial software options
    Most customers are using a mixture of open source and private source
    Don’t build a separate strategy – interoperability / migration considerations are important
    Balance up-front costs against recurring costs
  Evaluate Community and Maturity of Open Source before committing
    Open, robust communities and broad industry support are important
    Sustainable business models are critical
    Healthy ecosystem of ISVs and Business Partners is required
  Establish policies for working with Open Source software
    Educate company teams about OSS before they work with it
    Implement a management system to review, approve, and track the use of OSS inside the
     company, and contributions of company software assets to external OSS projects
    Review Open Source Licensing - establish a process within your company to help developers
     understand the terms of the OSS licenses and the procedures required to comply with them
  Be pragmatic
    Run a proof of concept or pilot to test out viability
    Make decisions based on both business and technical factors
                                                                           © 2008 IBM Corporation   48
IBM Software Group – Integrating Open Source



How to get started with Open Source and IBM
   IBM Open Source Portal
     ibm.com/opensource


   developerWorks Website
     ibm.com/developerworks/opensource


   IBM’s Open Computing Development Environment
     WAS CE, DB2 Express-C, Eclipse
     ibm.com/developerworks/kickstart


   IBM Systems Journal
     “Open Source” edition - Vol 44, No 2, 2005
     www.research.ibm.com/journal/sj44-2.html


                                                          © 2008 IBM Corporation   49
®




             IBM Software Group



Integrating Open Source into Your Business



 May, 2008




                                     © 2008 IBM Corporation

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  • 1. ® IBM Software Group Integrating Open Source into Your Business Adam Jollans – Open Source Strategy Manager, IBM Software eLiberatica Romania – May 30, 2008 © 2008 IBM Corporation
  • 2. IBM Software Group – Integrating Open Source Agenda Part 1  Understanding the Open Source Ecosystem  Customer benefits and challenges of Open Source Part 2  IBM and Open Source  How to integrate Open Source into your business © 2008 IBM Corporation 2
  • 3. IBM Software Group – Integrating Open Source Open Source is part of Open Computing  Open standards Open Computing Improving information sharing by simplifying integration of disparate technologies Open Promoting interoperability by using open standards published specifications  Open architecture Increasing collaboration by easily extending Community business processes – eg SOA Innovating on top of common specifications Innovation  Open source Open Open  Promoting innovation by leveraging architecture source community development Accelerating open standards adoption © 2008 IBM Corporation 3
  • 4. IBM Software Group – Integrating Open Source Open Standards  What is Open? Lots of definitions - from published, proprietary interfaces to open source What is a meaningful gauge?  Broad adoption (multiple vendor implementations – especially by the vendors you and your partners buy products from)  Public interfaces/public input  Path to long term Stewardship (official standards body, effective open source community,…)  Customer Benefits Choice - The choice I make today doesn’t limit the choices I can make in the future Flexibility - I can connect to internal departments and external partners that made different technology choices Speed - I can build new solutions that involve multiple hardware and software platforms quickly Speed - I can adjust to changing business parameters (new opportunities, new partners, new employees) quickly Skills - I can find skilled resources that understand these solutions © 2008 IBM Corporation 4
  • 5. IBM Software Group – Integrating Open Source What is Open Source ?  A licensing approach Defines access to source code Conforms to one of the “Open Source Initiative” licenses Prioritises rights of users  A development methodology Community approach to developing software Meritocracy of developers Peer review  A community of users, developers and partners Open participation © 2008 IBM Corporation 5
  • 6. IBM Software Group – Integrating Open Source Community Innovation is key to Open Source  Community-driven approach to problem solving  People working across geographical and organizational boundaries to confront today's most pressing challenges  Enabled by:  Open standards  New intellectual property practices  The Internet and collaborative tools  It unites perspectives from a host of disciplines to:  Rapidly solve business issues  Accelerate technological advancements  Stimulate economic growth  Enable new business models © 2008 IBM Corporation 6
  • 7. IBM Software Group – Integrating Open Source Examples of Open Source projects  Apache  Web Server  Community initiated (apache.org)  Linux  Operating System kernel  Individual initiated (Linus Torvalds)  Eclipse  Universal Integration platform  IT Vendor initiated (IBM and others)  Mozilla  Browser and client technology  Hybrid (Netscape + community)  Xen  Virtualization hypervisor technology  University initiated (Cambridge) © 2008 IBM Corporation 7
  • 8. IBM Software Group – Integrating Open Source Why is Open Source important ?  Can be a major source of innovation  Collaboration combines resources across IT vendors, universities and individuals  Internet has enabled distributed collaboration and early user feedback  OSS is a good approach for driving emerging open standards  Popular open source projects can become the common implementations  Customers can benefit  Increased choice and flexibility  Lower costs  Can present new business opportunities © 2008 IBM Corporation 8
  • 9. IBM Software Group – Integrating Open Source Agenda  Understanding the Open Source Ecosystem  Customer benefits and challenges of Open Source  IBM and Open Source  How to integrate Open Source into your business © 2008 IBM Corporation 9
  • 10. IBM Software Group – Integrating Open Source Customers see benefits and challenges in open source Potential Customer Benefits Potential Customer Challenges  Choice and Flexibility  Support  Hardware portability and software flexibility  Modularity and extensibility  Integration  Range of support options  with other open source software  Low acquisition cost  with commercial software  Frictionless access to software  Skills  Light weight and easy to use  Rapid prototyping  Availability of applications  Quality of software  Peer review of source code  Maturity  Broad community testing  Enterprise requirements gap (Functionality,  Fast cycle time of releases and bug fixes Performance, Scalability, Security)  Reliability and security  Community / Industry support  Sustainability of business model  Community innovation  Opportunity for interaction with developers  Too many choices  Open user community support and features  Harvest commoditized components and use freed-up resources for innovation © 2008 IBM Corporation 10
  • 11. IBM Software Group – Integrating Open Source Open Source Maturity and Customer Adoption Mature Web Servers Operating Web Systems Browsers Development Office Editors Tools Increasing Maturity Application Services Servers Collaboration Databases Applications Search Virtualization Systems Grid / Cloud Management SOA Open Hardware Emerging Increasing Adoption by Customers Source: IBM, December 2007 © 2008 IBM Corporation 11
  • 12. IBM Software Group – Integrating Open Source Customers use both Open Source and Private Source Private Source Creating software that is private source and innovative - intended to differentiate the vendor and deliver value to the client. Creating, maintaining, and enhancing software through open, collaborative communities driving evolution of Open Source standards and innovation. The Industry is Seeking a New Equilibrium © 2008 IBM Corporation 12
  • 13. IBM Software Group – Integrating Open Source 2008 – Open Source and Private Source converging  Open Source and Private Source increasingly converging Private Open Business models Source Source Development methodology Community  New hybrid models emerging Community Source Open Commercial Development Mixed Source  Gated Open Source Gated Mixed Open Community Open Commercial  Customer pragmatism Source Source Dev’t Source Need for complete solutions Increasingly mixed source environments Trusted vendors preferred © 2008 IBM Corporation 13
  • 14. IBM Software Group – Integrating Open Source Agenda  Understanding the Open Source Ecosystem  Customer benefits and challenges of Open Source  IBM and Open Source  How to integrate Open Source into your business © 2008 IBM Corporation 14
  • 15. IBM Software Group – Integrating Open Source Sam Palmisano on Open Source  “Open source is a method of tapping a community of experts to develop useful things. It began in software, but applies broadly, and is anything but anti-capitalist.”  “It can raise quality at reduced costs, and vastly expands opportunities for profit. In a sense, open source fuels innovation much the way science fuels technology. Science is created by communities of experts, whose fundamental discoveries are typically made available to all, including individuals and companies that are able to capitalize on the new knowledge in novel ways.”  “For IBM, the open-source model is familiar territory, given our long track record in the sciences.” Source: Newsweek, December 2nd, 2005 - http://www.msnbc.msn.com/id/10296176/site/newsweek © 2008 IBM Corporation 15
  • 16. IBM Software Group – Integrating Open Source IBM contributions to Open Source go back 8+ years 1999 - 2001 2002 - 2003 2004-2005 2006-2007 ● IBM contributes accessibility code to Firefox ● IBM forms Linux ● Linux contributions to ● IBM and Novell/SUSE achieve ● IBM becomes founding member of Technology Center scalability (8-way+), security milestone (EAL4+ and COE Eclipse Aperi project reliability (stress testing, compliance) ● Leads Apache projects defect mgmt, doc) ● IBM leads Open AJAX initiative and Xerces (XML4J), Eclipse becomes independent as Xalan, SOAP ● Leads Apache projects: ● announces partnership with the Dojo Eclipse Foundation, Inc. – IBM Foundation Web Services (WSIF ● Creates OSI-approved and WSIL), Pluto contributes UML2, Voice Tools, Aperi, ● Leads Apache Tuscany project and IBM Public License (Portlet API) and COSMOS, Ajax Tools Platform Pecl SOA for PHP project WSRP4J (Remote ● Strategic participation Portal) ● Globus Toolkit 4 is WS-I compliant ● IBM donates code for user-centric in Mozilla security management to Eclipse ● Leads Eclipse projects ● Pledged 500 patents to open source Higgins ● IBM becomes founding GEF (editing), EMF member of OSDL (modeling), XSD (XML ● IBM donates code for medical record ● Partner with Zend PHP Schema), Hyades management to Eclipse Open ● Founder of Eclipse.org (testing), Visual Editor, Healthcare Framework (OHF) and Eclipse ● IBM enhances Apache partnership AspectJ, Equinox rich - Contributes Derby database IBM announces support for Eclipse.org Consortium ● client version of Eclipse - Helps Derby graduate from ● Creates internal Globus Toolkit incubation bazaar using OSS ● ● IBM contributes to Apache Lucene contributions for OGSA, - Contributes voice recognition methodology project and announces OmniFind OGSI - Supports Geronimo J2EE project Yahoo! Edition - Acquires Gluecode for skills ● IBM joins OpenOffice.org More than 1000 IBM dev elopers IBM leads 80+ OSS projects IBM contributes to 150+ involved in OSS projects OSS projects © 2008 IBM Corporation 16
  • 17. IBM Software Group – Integrating Open Source IBM’s Open Source Approach  Innovation: Harness and fuel the energy and innovation of open source communities Embed Layer Extend  Contribution: Become a strategic player in open source communities, Enhance Integrate Support both as a contributor and consumer of Community Innovation technology Contribute  Enhancement: Capture, focus and Participate .. Donate ...Sponsor.. translate open source innovation into value for our customers  Growth: Leverage open source to gain new users, enter new markets, and expand business opportunities © 2008 IBM Corporation 17
  • 18. IBM Software Group – Integrating Open Source Why Linux is Important to Customers Windows Unix migrations migrations  Linux is flexible Flexibility and Security Choice .  Linux is secure  Linux is reliable Total Cost of Reliability Ownership .  Linux can reduce Total Cost of Ownership  Linux is an excellent path to On Demand © 2008 IBM Corporation 18
  • 19. IBM Software Group – Integrating Open Source Linux Evolution to Next Generation and Business Critical Scalability, Reliability, Security Business Critical Linux SOA, IoD, Realtime, Secure 2G Linux Virtualization, Consolidation Open Client, Web 2.0 Web Infrastructure Big Green Linux Linux Clients Thin Clients 2G Linux 1G Linux 2G Linux Clusters Web / Email Openness, Applications File / Print Better Resource Usage 2G Linux Business Apps Mid-Market Linux SMB Apps, SW Appliances Consummability, Applications © 2008 IBM Corporation
  • 20. IBM Software Group – Integrating Open Source Open Source Beyond Linux… Open Source Software Web Application Communities Development Servers / SOA Open Source P Projects SD WA na l al WAS S Mixed Open / R atio ation t Fe a R r Private Source z/ nce ture Jaz m C o te WA Pac Offerings T ea Eli SC ks pse ort rtal i E E cl u pp ny Initiative Areas DB IBM Find Y n Ge , Po S e, Tu ronim Om Edit ph o 2E ips sca o, Ecl ojo Da tes ni Axi ny, xpr Sym tor D ta S hoo! s No Exp tus Op se, ess o edi Der ne L uc Client Ap Information us tud Off en Lo io us ip ice -C se ac a Lo t Ecl by, Collaboration L ot M anagement e i lip he Ec Linux Cos se O ffic gs S o u en Off rce s pe e a O ing Mu ri ill Op erin Ape n IBM em oz mo Ma ffer M es nag form s , Pla Ser ent Xen s. vic SO P ow Systems Bla er.org bu Open t IB S er vic Glo oop / GB de. M M anagement org Ha d Source Services e St IBM S or GT ag d lou e Sys tem eC ons I, p Blu luti o IBM Bla, dS oud Open Ser deC M Gri / Cl ver tr IB rid Open Grid / Hardware Platforms s IB MG Cloud Offerings © 2008 IBM Corporation 20
  • 21. IBM Software Group – Integrating Open Source Apache Community and Web Application Web Application Servers / SOA Server Projects  Apache.org  Open Source not-for-profit Foundation  Home of the market-leading Apache HTTP server  Now multiple Apache projects, characterized by:  Collaborative, consensus based development process  Open and pragmatic software license  Desire to create high quality software that leads the way in its field  Apache Tomcat  Servlet container for Java Servlets and JavaServer Pages  Widespread adoption  Apache Geronimo  Server runtime for JEE5  Rapid increase in adoption  Apache Tuscany  Implementation of SOA programming model  SCA and SDO © 2008 IBM Corporation 21
  • 22. IBM Software Group – Integrating Open Source Web Application Servers / SOA WAS Community Edition  WebSphere Application Server Community Edition  Lightweight JEE5 application server built on Apache Geronimo technology  Integrates Apache Tomcat  Includes Apache Derby  No up-front costs  World-class support (optional, fee-based)  Winner – Open Source Tool of the year, Developer.com Your Killer App IBM WebSphere Application Server Community Edition Apache Tomcat Security / SOAP/Web Authentication Geronimo Plug-In Kernel Services (Axis2) Fully Integrated & Extensible Web Tier Kernel Services Clustering EJB & JPA Other optional plug-ins, transactions and JMS messaging © 2008 IBM Corporation 22
  • 23. IBM Software Group – Integrating Open Source Web Application simplify Servers / SOA Apache Tuscany  Tuscany provides a flexible infrastructure that simplifies development and deployment of SOA- based systems through implementation of  Apache Tuscany is implemented in Service Component Architecture (SCA) and Java and C++ http:// Service Data Object (SDO). incubator.apache.org/tuscany/  Tuscany SCA simplifies designing, building,  PHP version is available at http:// managing and scaling composite applications pecl.php.net/package/sca_sdo that can consist of multiple languages in a  Standards for SCA and SDO are distributed environment. supported by many industry leaders  Tuscany SCA lightweight runtime can be at OASIS open CSA: embedded in, or provisioned to, a number of http://www.oasis-opencsa.org/ runtimes such as Websphere, Geronimo and Tomcat. The runtime is easily extensible to  Tuscany is consumed by IBM products and has been experiencing further its capability. a growing number of open source  Tuscany SDO simplifies handling of data in adopters who are looking for SOA SOA by providing a uniform interface for infrastructure. handling different forms of data. © 2008 IBM Corporation 23
  • 24. IBM Software Group – Integrating Open Source Software Development Eclipse Community and Projects  Eclipse.org  Open Source Community  Home of the market-leading Eclipse Java IDE  Started with IBM code contribution in 2001  Now multiple Eclipse projects, focused on building an open integration platform comprised of extensible frameworks, tools and runtimes for building, deploying and managing software across the lifecycle  Eclipse also hosts modelling, test, and web tools projects  Eclipse Platform  Universal integration platform of extensible frameworks and exemplary tools  Integrated Development Environment  Eclipse base language IDEs for most of the popular languages, including  Java  C/C++  PHP © 2008 IBM Corporation 24
  • 25. IBM Software Group – Integrating Open Source Software Development IBM Rational Elite Support for Eclipse  World-class technical support for Eclipse 3.2 and 3.3, the open source development environment from the Eclipse Foundation  Support for the Eclipse Platform, including the Java Development Toolkit (JDT) and its Plug-in Development Environment (PDE)  Web Tools Platform (WTP)  Test and Performance Tools Platform (TPTP)  Graphical Editing Framework (GEF)  Eclipse Modeling Framework (EMF)  Data Tools Platform (DTP)  Features  Equivalent to IBM commercial product support  Phone support at no additional cost  Defect fixes through Eclipse.org © 2008 IBM Corporation 25
  • 26. IBM Software Group – Integrating Open Source Software Development Dojo Foundation  Dojo Toolkit (http://www.dojotoolkit.org)  Dojo is an open source DHTML toolkit written in the JavaScript language.  Dojo allows you to easily build dynamic capabilities into Web pages.  You can use the components that Dojo provides to make your Web sites more usable, responsive, and functional.  Ajax for IBM WebSphere Platform is built with the Dojo Toolkit v0.4.2.  Have contributed key components including accessibility, internationalization, and data binding.  The W3C’s Dynamic Web Accessibility specification makes it possible for those who haven’t necessarily benefited from Ajax to be able to interact using the keyboard, screen readers, and screen magnifiers.  IBM is standardizing on the dojo toolkit. Already 30+ IBM Software Group products leverage Dojo. © 2008 IBM Corporation 26
  • 27. IBM Software Group – Integrating Open Source Software Jazz Development Innovation Rational Products A major investment by IBM to create a A commercial project led by the IBM team that scalable, extensible team collaboration brought you the Eclipse Platform. Rational Team platform for seamlessly integrating tasks Concert Express will be the first product built on across the software lifecycle Jazz and feature tooling for agile practices. Additional members of the Rational Team Concert family will follow Innovative Software Engineering Community Vision A next-generation vision for the value and Jazz.net – an online venue for open experience that future Rational products can commercial development of the Jazz bring to software and systems delivery teams platform and Jazz-based products and an extension of the world wide Eclipse ecosystem © 2008 IBM Corporation 27
  • 28. IBM Software Group – Integrating Open Source Client Collaboration Eclipse RCP  Eclipse Rich Client Platform  Application Integration Platform for rich client applications  Major Investments by SAS, NASA, US Army, Adobe, IBM  Based on Equinox (OSGi)  Benefits of Eclipse Rich Client Platform  Cross platform support – Windows, Linux, Mac, Unix, embedded devices  Open, vendor neutral API for developing native GUI applications  Native look and feel and desktop integration  Enables ISVs to deliver applications for more desktops…  …at minimal incremental cost  Proof of Eclipse RCP  Lotus Expeditor – cross-platform client middleware  Extends Eclipse / Equinox to provide foundation services and application programmability services  Provides the platform on which Lotus Notes, Lotus Sametime, Lotus Forms and Lotus Symphony are built  NASA JPL Mission management software © 2008 IBM Corporation 28
  • 29. IBM Software Group – Integrating Open Source Client Collaboration Lotus Expeditor  Universal managed client software  Provides composite application integration  Supports laptops, desktops, kiosks, and mobile devices  Extends Eclipse RCP & Equinox open source technologies  Platform for Client Computing  Compelling / Responsive User Interface  Local U/I logic does not need web connection  Aggregates Information from existing applications  Web, Java, Rich Client, Forms and Portal* …  An open alternative to Microsoft .NET  Semi-connected clients (Mobile Apps / Portal / Forms / WebSphere)  Work productively while offline  Use where bandwidth unreliable / expensive  Server Managed Client Software  Centrally deploy and manage software on remote client systems  Preserves programming model  Familiar APIs enable developers to reuse skills / extend existing applications  Toolkit plugs into Eclipse workbench © 2008 IBM Corporation 29
  • 30. IBM Software Group – Integrating Open Source Client Collaboration Lotus Notes, Sametime, and Expeditor  All built on Lotus Expeditor Lotus Lotus Notes Sametime Notes 8 Adds… Sametime Adds… Collaboration Messaging / Presence Calendaring, email, Contacts VIOP Click to Call … Instant Meetings / Conferences Domino, Teamspaces Taking collaboration to a new level Lotus Platform for real time business Expeditor Lotus Expeditor Adds Interaction: Forms, Portal Rich Client Platform Integration: DB2e, Microbroker, SOA, … Client Mgmt: Deploy, Manage, Security Support Platform for composite applications © 2008 IBM Corporation 30
  • 31. IBM Software Group – Integrating Open Source Client Collaboration OpenOffice.org  OpenOffice.org  OpenOffice.org is a multiplatform and multilingual office suite and an open-source project.  Compatible with all other major office suites, the product is free to download, use, and distribute.  OpenOffice.org grew out of the StarDivision office suite which was bought by Sun who then contributed it to open source  OpenOffice uses ODF natively and can also read and write Microsoft Office files  IBM and OpenOffice.org  On 10 September 2007, IBM announced that was joining the OpenOffice community  IBM is formalizing its support for OpenOffice, and is contributing technology and programmers  IBM will initially contribute its accessibility frameworks and SmartSuite filters to OpenOffice.org  IBM planning to include new versions of OpenOffice technology in its future products © 2008 IBM Corporation 31
  • 32. IBM Software Group – Integrating Open Source Client Collaboration Lotus Symphony  Set of productivity tools provided by IBM at no charge  IBM Lotus Symphony – Documents, Presentations, Spreadsheets  Availability  Included in Lotus Notes 8  Beta downloadable from http://symphony.lotus.com  100,000 downloads in first week, over 250,000 in first month  Multiple document formats supported  Open Document Format (ODF)  Microsoft Office  Lotus SmartSuite  Foundation provided by Lotus Expeditor, based on open source components  Equinox  Eclipse RCP  OpenOffice  IBM value-add  Modularization, User interface, Accessibility © 2008 IBM Corporation 32
  • 33. IBM Software Group – Integrating Open Source Client IBM Open Collaboration Client Solution Collaboration  Lotus Collaboration Software Rich thin  Notes*, Domino  Sametime Applications  Expeditor  Symphony  Forms Lotus Notes 8 Lotus Symphony Lotus Sametime 7.5  WebSphere Portal (Express) Lotus Expeditor Browser Access  Software Services – delivered by Portal, LIC and ISSL Connections Apps  User Segmentation  Open client value assessment  Pilot  Microsoft License Analysis**  Application Migration  Deployment *Notes 8 MAC OS 10 availability planned in the future **Project Liberate – no cost 1-2 day engagement © 2008 IBM Corporation 33
  • 34. IBM Software Group – Integrating Open Source Information M anagement Apache Derby and Lucene Apache Derby  Lightweight embeddable zero-admin Java RDBMS  IBM contributed code to the Apache Foundation as Derby in August 2004  Derby embedded in IBM products including Lotus Workplace and WAS CE  Derby graduated from incubator into the Apache DB project in July 2005  Sun announced support for Apache Derby and committed developers in July 2005 Apache Lucene  Open-source search software  High-performance, full-featured text search engine library written entirely in Java.  Technology is suitable for nearly any application that requires full-text search, especially cross-platform © 2008 IBM Corporation 34
  • 35. IBM Software Group – Integrating Open Source Information M anagement OmniFind Yahoo! Edition OmniFind Yahoo! Edition  Based on Apache Lucene, enhances Lucene’s functionality and ease of use  Use instantly out-of-the-box, 3 click install, integrates with Yahoo! for web search  Available for no charge at: http://omnifind.ibm.yahoo.com/ Search Search UI Summaries Web Server Cache Featured REST API Synonym Links s Input Sources Administration Lucene Config Web Text Admin UI Managemen File system Push Retrieval Java API REST API t API Analysis Filters Language PDF Ware Lang ID HTML n-Grams Office © 2008 IBM Corporation 35
  • 36. IBM Software Group – Integrating Open Source DB2 Express-C Information M anagement Production Ready Innovative Technology Developer Community  Free to develop, deploy  Leading edge, highly  Application development and redistribute* resilient and proven made easy technology.  No limits – just data  Dedicated team for DB2  First hybrid relational and community participation ● No database size limit XML data server ● No limit on number of  Comprehensive forum instances per server  Same superior technology support available and programming support  Skills and applications ● No user limit as DB2 Express Edition in apply to all DB2 editions * Free registration required a smaller package © 2008 IBM Corporation 36
  • 37. IBM Software Group – Integrating Open Source Eclipse COSMOS Systems M anagement COSMOS (Community Systems Management Open Source )  Reduce complexity of managing heterogeneous IT environments by providing an open, extensible, standards- based management framework  Provide a tools platform for systems management COSMOS Project Members  Build generic, extensible, standards-based components upon which software developers can create specialized, differentiated, and  Cisco Systems, Inc. interoperable offerings  CA, Inc.  Provide a base framework for data collection normalization  Compuware and persistence  IBM Corporation  Provide instrumentation to validate, edit and view management information based on Service Modeling  OC Systems Language (SML)  Groundworks Open Source  Drive adoption of industry standards  Provide reference implementations of emerging standards, such as Evaluating participation: SML and CMDB federation  Provide instrumentation for Web Services  SAS  Tivoli products will embed foundational COSMOS  Fujitsu Limited components and extend with additional functionality in the future © 2008 IBM Corporation 37
  • 38. IBM Software Group – Integrating Open Source Apache Muse Systems M anagement  Provide a Java-based implementation of the Oasis Web Services Distributed Management specification, and its perquisite specifications, e.g. WS-Resource Framework (WSRF), WS-Base Notification (WS-N), WS-Metadata Exchange (WS-MEX)  Provide a framework upon which developers can build Muse Project Members web service interfaces for manageable resources  Cisco Systems, Inc. without having to implement all of the "plumbing" described by the aforementioned standards.  CompuWare  IBM Corporation  Provide a set of command line tools that can generate the management artifacts for specific deployment environments, e.g. OSGi, JEE. Evaluating participation:  IBM product teams and ISVs will use the runtime to  CA provide standards-compliant management interfaces to their products; this enables them to be managed by popular management applications, such as the Tivoli line, that support those standards.  Leveraged as the management strategy in other open source projects, e.g COSMOS at the Eclipse Foundation © 2008 IBM Corporation 38
  • 39. IBM Software Group – Integrating Open Source Systems M anagement Eclipse Aperi Aperi  Simplify the infrastructure customers need to manage their storage Aperi Project Founding Members  Provide an open, extensible, standards-based storage management framework  Brocade Communication Systems, Inc.  Give customers more flexibility and choice on how to manage their storage  Cisco Systems, Inc.  Drive adoption of industry standards  CA, Inc.  IBM’s initial code contribution has been  Emulex Corporation accepted by Eclipse. Other founding members  LSI Corporation (Engenio Storage plan to donate part of their storage Group) infrastructure management technology to the  Fujitsu Limited open source community.  IBM Corporation  Shift focus from platform support to advanced application services  Yotta Yotta, Inc.  Multi-vendor applications running on a  Network Appliance, Inc. common Open Source Storage Platform  Novell, Inc. © 2008 IBM Corporation 39
  • 40. IBM Software Group – Integrating Open Source Open Power.org™ Community Hardware Platforms Our members create the hardware, software and systems that make Power Architecture technology the most widely used foundation for electronics in the world today Innovate: Power Architecture Technology Community growth and momentum  Instruction set architecture that spans applications from  New Software & Solution members resulting in more consumer electronics to supercomputers traction in all parts of the processor ecosystem  Enhanced platform for collaborative hardware  Providing regionalization through Power Applications innovation Center (PAC) in Shanghai creating local community’s Contribute: Power.org Community Marketing & Branding Opportunities  Develop, enable and promote Power Architecture  Visibility and demand generation at 2007 Embedded technology as preferred open standard hardware Systems Conference under a unified Brand System development platform  Market Research (Market Model) provide to Members a comprehensive view of Power Architecture Processor  Qualification programs that optimize interoperability market opportunity and accelerate innovation Continued Technology Leadership & Growth Enhance: IBM POWER microprocessors plus Accelerators  Power.org Software Summit with Developers and Power.org Communication Days – 4 Countries in Asia  PowerPC, POWER4, POWER5, POWER5+, CELL  1st Power Architecture Developer Conference- Sept Growth: multi-platform advantage 24,25 2007  IBM System p5, IBM System i5, Intellistation, Blue Open collaborative Deliverables Gene  Power Architecture LINUX Developer Toolkit and Reference Platform, 970 MP Edition  Power ISA version 2.05, Power Architecture Platform Requirements for embedded systems specification © 2008 IBM Corporation 40
  • 41. IBM Software Group – Integrating Open Source Blade.org Mission and Members Open Hardware Platforms Blade.org is a collaborative Organization and developer community focused on accelerating the development and adoption of blade server solutions. The organization provides leadership to the blade market and fosters a thriving industry ecosystem focused on delivering valuable Solutions to blade computing customers. © 2008 IBM Corporation 41
  • 42. IBM Software Group – Integrating Open Source Blade.org Communities: Connect Open Hardware Platforms Customers, VCs and Companies in the Industry Software Providers Customer VC Advisory Advisory Council Board Hardware Solution Providers Providers © 2008 IBM Corporation 42
  • 43. IBM Software Group – Integrating Open Source Globus Alliance and IBM Grid Offerings Open Grid / Cloud Offerings  Innovate: Grid computing Virtualization of resources across heterogeneous and dispersed environments Seamless access to vast IT capabilities through single systems image AIST  Contribute: Open Grid Services Architecture (OGSA) Open set of standards and protocols Being developed by Open Grid Forum (formerly GGF) Based on web services standards  Enhance: Globus Toolkit Globus toolkit – open source “grid middleware” software toolkit (focus on infrastructure for security, batch job management, resource discovery etc.) http://www.globus.org/toolkit/downloads/4.0.5/ Open source community developing fundamental grid infrastructure (many projects, prototypes, research etc.)  Growth: IBM Grid Offerings and Services Products & services designed to develop grid solutions (Grid & Grow, Analytic Infrastructure, Actuarial Grid, Grid Medical Archive etc.) DB2 and WebSphere Grid offerings Grid consulting and support servers © 2008 IBM Corporation 43
  • 44. IBM Software Group – Integrating Open Source Open Grid / Blue Cloud Architecture Cloud Offerings Apache Virtual Virtual Virtual Virtual Machine Machine Machine Machine Tivoli Monitoring Agent Open Source Linux with Xen Data Center Virtualized Infrastructure based on Open Source Linux & Xen Monitoring Provisioning Baremetal & Xen VM Cloud computing DB2 infrastructure can be Provisioning WebSphere IBM Monitoring v.6 Manager v.5.1 Application Server delivered either as hosted or Provisioning Management Stack onsite solution. © 2008 IBM Corporation 44
  • 45. IBM Software Group – Integrating Open Source IBM Global Services Open Source Services Services and Consulting Server Product Services for Linux  IBM Services will continue to augment its portfolio of offerings and IBM Implementation Services for Linux consulting services Linux Distributions  Strong base of Linux capabilities on which to build Linux HPC Clusters Linux HA Clusters  Recognition of need for “buy/build/share” decision driven by business value Linux Server Consolidation  Design and implement hybrid environments Linux OS Hardening that deliver the most effective solutions IBM Implementation Services for Open Source  Design and implementation services support the hybrid environment Database Implementation and Optimization  Support services include open source and Proxy and Bandwidth Management proprietary traditional software Virtualization: Xen Implementation Service Messaging Solution © 2008 IBM Corporation 45
  • 46. IBM Software Group – Integrating Open Source Agenda  Understanding the Open Source Ecosystem  Customer benefits and challenges of Open Source  IBM and Open Source  How to integrate Open Source into your business © 2008 IBM Corporation 46
  • 47. IBM Software Group – Integrating Open Source Key Customer IT Questions and Open Source How can IT help our business succeed ? Solve our problems today Grow in the future Integrate across and outside the company Respond quickly to opportunities and threats How can we improve our IT infrastructure ? Better – more reliable, more secure Faster – better price/performance Lower cost – more efficient, lower TCO More flexible – easier to integrate Should we use Open Source software ? When / Where / How ? Open Source / Commercial / Mixture ? Who from / Who supports / Who integrates ? How much will it cost / TCO / ROI ? © 2008 IBM Corporation 47
  • 48. IBM Software Group – Integrating Open Source Integrating Open Source into your IT strategy  Insist on Open Standards  Increases flexibility and responsiveness  Evaluate Open Source and Commercial software options  Most customers are using a mixture of open source and private source  Don’t build a separate strategy – interoperability / migration considerations are important  Balance up-front costs against recurring costs  Evaluate Community and Maturity of Open Source before committing  Open, robust communities and broad industry support are important  Sustainable business models are critical  Healthy ecosystem of ISVs and Business Partners is required  Establish policies for working with Open Source software  Educate company teams about OSS before they work with it  Implement a management system to review, approve, and track the use of OSS inside the company, and contributions of company software assets to external OSS projects  Review Open Source Licensing - establish a process within your company to help developers understand the terms of the OSS licenses and the procedures required to comply with them  Be pragmatic  Run a proof of concept or pilot to test out viability  Make decisions based on both business and technical factors © 2008 IBM Corporation 48
  • 49. IBM Software Group – Integrating Open Source How to get started with Open Source and IBM  IBM Open Source Portal  ibm.com/opensource  developerWorks Website  ibm.com/developerworks/opensource  IBM’s Open Computing Development Environment  WAS CE, DB2 Express-C, Eclipse  ibm.com/developerworks/kickstart  IBM Systems Journal  “Open Source” edition - Vol 44, No 2, 2005  www.research.ibm.com/journal/sj44-2.html © 2008 IBM Corporation 49
  • 50. ® IBM Software Group Integrating Open Source into Your Business May, 2008 © 2008 IBM Corporation