Customer Council Open Source in the Enterprise

1. Customer CouncilOpen Sourcein theEnterprise How and where can members of The Open Group derive value from Open Source 4 February 2003Burlingame, California, U.S.A.

2. Agenda • Introductory remarks- Carl Bunje, Graham Bird & Walter Stahlecker • Open Source and Enterprise Architecture- Issues, Challenges, Opportunities- Open Discussion • Break • Best Practices - “Open Source in the Enterprise”, Stormy Peters, HP - Open Discussion • Next Steps- Elaine Babcock, Carl Bunje & Walter Stahlecker • Break • After Hours: BoF on Open Source

3. How many of your enterprises make use of established open source products within your enterprise? • Linux, Apache, Mysql, PHP, PERL, Sendmail, … Open Source – Are You Engaged? There is “still an insufficient perception of the value of Open Source to the Customer” -- Bruce Perens • How many of your enterprises have incorporated open source code into your systems? (internal, embedded, product) • How many of your enterprises have engaged the open source community in the development of your software systems? • How many of your enterprises consider themselves “members” of the open source community?

4. Open Source Engagements • Procurement, implementation, integration and deployment of existing Open Source products • Participation in existing Open Source projects with subsequent use within the Enterprise • Starting and managing an Open Source project with or without initial IP contribution • Starting and managing an Enterprise project using Open Source processes internally

5. Open Group Challenge – Business Issues • Critical Business Issues • IPR • Software Patents, Licensing, TCPA & MDCA implications • Confidence • Mission Critical Open Source? • Integration • Interfaces, Standards, Skills • Support • External vs Internal, Skills, etc. • Business case • TCO, Risk, etc.

6. Open Group Challenge – Foundations • What can The Open Group do to facilitate addressing these issues? • What can / should be standardized? • How could / should one ensure that Open Source apps conform to standards? • What is claimed? What does it mean? • How could / should one certify Open Source? • Applications? Infrastructure? • What role could / should The Open Group play in homesteading? • How does The Open Group build strong relationships with the Open Source community?

7. Open Group Challenge – Possible Activities • What Open Source Projects might be initiated within The Open Group • How can Boundaryless Information Flow be enabled by Open Source? • How can we define useful ‘lumps of functionality’ (TOGAF Building Blocks?) in the application and infrastructure arenas? • Might we establish guidelines for engaging Open Source within the Enterprise? • What might be some potential Open Source opportunities of interest to Open Group members?

8. Ideas from Cannes (replay) Value chain The quick brown fox • Open Source BBs insideTOGAF • IOP-Fests for open source projects • Projects demonstratingopen source in customer projects Architecture Secure email demo The quick brown fox Tested, works Open Source ready for consumption • Define & operate infrastructurefor communities to agree, publish and license open source BBs(“product” feel, but open core) Compatibility map Spec, version License Groups share how to do OSBBs • Forum in which open source projects (esp. “captive” ones) can share experiences, record best practices for re-use, get guidance on legal issues Open Source Open Source Open Source Open Source Open Source Developerscontinueas is Cannes Burlingame Today Tomorrow Act!

9. Objectives for this session • Broaden the engagement among members • Cannes focus was informative and exploratory • Burlingame focus is on opportunities and next steps • Identify candidate opportunities • Identify opportunities of interest to members • Possibly from within Technical Forums • Agree on a few candidate work projects • Solicit volunteers for engagement • Initiate planning for project success Cannes Burlingame Today Tomorrow Act!

10. Open Source in the Enterprise, Today • Technology Perspective • Good penetration in opportunistic areas • Proponents are technical experts, heated engagement demonstrates their commitment to progress • Business Perspective • Few use Open Source strategically in mainstream IT • Proponents are seldom business experts, they tend to adhere to an “underground” mindset • Opponents are concerned and skeptical,they need to be convinced of new approach viability • Balance Point • Very conservative, even when positive business case can be made Cannes Burlingame Today Tomorrow Act!

11. Open Source in the Enterprise, Tomorrow? • Technology Perspective • Open Source process excels within the Enterprise • Shares knowledge among organizations • Leverages technical resources and skills across organizations • Open Source extends the Enterprise • Engages knowledge and skills beyond the Enterprise • Keeps innovation alive through the “Commons” • Business Perspective • New cross-Enterprise business patterns drive the “Commons” • System infrastructure • Application infrastructure • Commoditization • Proprietary value focused on new inventions • Commonly developed solutions to common problems • Balance Point • As aggressive as necessary • Open Source is the strategic core of infrastructure Cannes Burlingame Today Tomorrow Act!

12. Today’s agenda • Part 1 – Strategic use of Open Source • Open Source in Enterprise IT – experiences • Identify opportunities • Develop a rational way to make Open Source part of the Enterprise Architecture (add to TOGAF?) • Technical Forum opportunities • Part 2 – Best practices • Identify issues and best practices, • Develop a compendium of best practices • Part 3 – Report and attract • Use the BoF to expand participation • Goal 1: Collect critical factors regarding Open Source within The Open Group membership • Goal 2: Identify at least 2 work areas with sufficient interest to start work Cannes Burlingame Today Tomorrow Act!

13. Agenda • Introductory remarks- Carl Bunje, Graham Bird & Walter Stahlecker • Open Source and Enterprise Architecture- Issues, Challenges, Opportunities- Open Discussion • Break • Best Practices - “Open Source in the Enterprise”, Stormy Peters, HP - Open Discussion • Next Steps- Elaine Babcock, Carl Bunje & Walter Stahlecker • Break • After Hours: BoF on Open Source

14. Customer CouncilOpen Sourcein EnterpriseArchitectures How to leverage Open Source strategically,rather than in technical and political niches

15. Scope of this session • Focus on Issues and Opportunities for Strategic Use of Open Source in the Enterprise • Many places exist to talk about technical merits -- • Political issues are seldom discussed ** • Strategic use of Open Source is still nebulous *** • Example: TOGAF and Open Source • TOGAF is a strength of The Open Group • TOGAF establishes Architectural discipline • Actual requirements • Business case • Integration • Is this a way to maximize ROI from Open Source? • How can TOGAF be applied to Open Source process? • How can Open Source process be incorporated into TOGAF? Scope Discussion Synthesis

16. Open Discussion • Introductions - Round robin • Personal Interest • Company Interest • Hopes & Expectations • Directions & Solutions • Discussion – What are your opportunities of interest • Methodology – TOGAF, etc. • Business case guidelines, ROI, etc. • Projects of potential interest to Open Group members • Others? • We will then synthesize these inputs • Prioritize items which would help make Open Source a strategic element in Enterprise Architectures • Identify structures needed for further progress • Volunteers? • Next steps (through 2003) Scope Discussion Synthesis

17. Synthesis of discussion results Scope Discussion Synthesis

18. Agenda • Introductory remarks- Carl Bunje, Graham Bird & Walter Stahlecker • Open Source and Enterprise Architecture- Issues, Challenges, Opportunities- Open Discussion • Break • Best Practices - “Open Source in the Enterprise”, Stormy Peters, HP - Open Discussion • Next Steps- Elaine Babcock, Carl Bunje & Walter Stahlecker • Break • After Hours: BoF on Open Source

19. Agenda • Introductory remarks- Carl Bunje, Graham Bird & Walter Stahlecker • Open Source and Enterprise Architecture- Issues, Challenges, Opportunities- Open Discussion • Break • Best Practices - “Open Source in the Enterprise”, Stormy Peters, HP - Open Discussion • Next Steps- Elaine Babcock, Carl Bunje & Walter Stahlecker • Break • After Hours: BoF on Open Source

20. Presentation • “What is this presentation titled?” • Stormy Peters, HP

21. Discussion • What have been your experiences with Open Source • Lessons Learned • What to do – What not to do • Issues • What issues need resolution or guidance? • Would an Open Group Guide to Open Source be useful? • Volunteers to author such a volume?

22. Agenda • Introductory remarks- Carl Bunje, Graham Bird & Walter Stahlecker • Open Source and Enterprise Architecture- Issues, Challenges, Opportunities- Open Discussion • Break • Best Practices - “Open Source in the Enterprise”, Stormy Peters, HP - Open Discussion • Next Steps- Elaine Babcock, Carl Bunje & Walter Stahlecker • Break • After Hours: BoF on Open Source

23. Next Steps • We have identified some opportunities of interest to members • Next Steps: Explore those opportunities further with interested participants • We have identified some constraints • Next Steps: Explore what The Open Group can do to facilitate Open Source activities • We have identified some of the lessons learned by members • Next Steps: Capture these in a manner that might benefit other members when engaging in Open Source activities

24. Agenda • Introductory remarks- Carl Bunje, Graham Bird & Walter Stahlecker • Open Source and Enterprise Architecture- Issues, Challenges, Opportunities- Open Discussion • Break • Best Practices - “Open Source in the Enterprise”, Stormy Peters, HP - Open Discussion • Next Steps- Elaine Babcock, Carl Bunje & Walter Stahlecker • Break • After Hours: BoF on Open Source