Open Source: Striking a new balance in Effective Collaboration! Sponsored by Oregon Economic Development Department a

1. Tokyo, Japan Open Source:Striking a new balance in Effective Collaboration!Sponsored by Oregon Economic Development Department and IDG Ben.Berry@ODOT.state.or.us Chief Information Officer Oregon Department of Transportation From Collaboration to Innovation "Open technology is doing for mass innovation what the assembly line did for mass production. Get ready for the era when collaboration replaces command and control while improving productivity, competitive differentiation, customer intimacy, and improved business results.”

2. Middleware Operating System Free SW License Collaborative Virtual Teams Source Code License Technology-Neutral State Level Applications Sourcing Federal Level Applications Sourcing Redistribution of Software County Level Applications Sourcing Authors & Maintainers Technical Culture Redistribute SW modifications Non Discrimination of Persons/Groups Non Discrimination Against Fields of Endeavor Derived Works As Community Source Development efforts, what’s in it for Federal/State/ County/ and Local Governments? Government Adoption of Open Source Community Source Teams – Are groups of individuals representing very different areas of functional and geographical expertise, working interdependently on a task and do not necessarily meet face-to-face.

3. Community Source Teams Responsible for……… Performance.High performance work as measured by faster, better responses to rapidly changing environments and input. Intensive Team Leads.Communication-intensive leadership that check in on their members frequently, mentor them, establish and communicate team norms and continuously monitor adherence to norms and adjust them as frequently as required. Team Diversity.Recognizing diversity early in the team’s life cycle and leveraging it throughout the collaborative process. Trust.Building trust through a planned team communication strategy and frequent in-process, team-tuning sessions (without necessarily ever meeting face-to-face). Sub-teams.Build trust and simulate intellectual growth by pairing diverse members into sub-teams that perform highly interdependent tasks that build integrated products and services. Brainstorming.Giving team members more time for reflection to produce quality ideas. Team Connectedness.The joint use of real-time synchronous (blogs, vlogs, wikis, audio conferencing, electronic white-boarding, application-sharing and instant messaging) and persisting asynchronous communication (living virtual team rooms with document repositories and electronic discussion boards) enables community source teams to coordinate and collaborate across space and time.

4. Open Source Consideration Cost Reductions Customer wants IT solutions that are least cost and competitive, but dependable. Time-to-Market • Improving the efficiency of business operations • through fast-track acquisition practices. Community Sourcing Support performance through sharing of key Open Source community resources.

5. “NEW BALANCE” betweenCommand & Control and Collaboration Pendulum Swing 1970s and before – Command & Control • Key trends • Economies of scale is key driver • “Structural” advantages, e.g., exclusive supplier network • Response • Division-basedorganizations focused on tasks, coordination • Command and control exerted by corporate center on distributed agencies or “field offices” • “Headquarters knows best” thinking!

6. “NEW BALANCE” betweenCommand & Control and Collaboration 21st Century Collaboration • Key trends • Technology, globalization, deregulation and e-economy • Customize global brands to local markets • Focus on performance; cost cutting • Response • Reduce support services duplication • Consolidate non-core activities into shared services, outsourcing • Foster entrepreneurship via disaggregation into lean, nimble business units • Push decision-making closer to customers and markets • Give middle managers authority to deliver on performance targets Pendulum Swing 1970s and before Command & Control

7. Government is Setting Sights Beyond Basic Infrastructure Linux deployment evolution Client Devices Internet Access Line of Business Enterprise Data Business Application Server Data/Content Server/ Warehouse Infrastructure Server/Blade • Proxy • Caching • VPN • Firewall • WAP • VoIP Gateway Basic Infrastructure Embedded OSS • Directory • Security • Load balance • File/print • Web • E-mail • NAS • ERP • SCM • CRM • HR • Databases • Consolidation on zSeries Desktops Compute Clusters Network Edge Servers Financial, R&D, biotech, geophysical, energy, visualize Solidly entrenched Emerging Embryonic Niche

8. Open Source Software Adoption in Selected Software Markets Development Tools Server Operating System Security Virtualization Directory Services Collaboration Presentation Integration Services Content Management Search Process Management Application Servers RDBMS Enterprise Applications Enterprise Service Bus Embryonic Emerging Growing Maturing Most Mature OSS Alternative Maturity Level — 2005

9. Vertical Software County Agency Technology Maps Board of County Commissioners | Financial Services | Information Management | FREDS | Library | Sheriff | Labor Relations | Auditor| Transportation & Land Use Planning | Emergency Mgt. | Assessment & Taxation | County Counsel | Risk Mgt. | Facilities | Animal Control | District Attorney | Budget & Quality | Employee Services | Affirmative Action | Public Defenders |Juvenile & Adult Community Justice | Juvenile Justice | Community & Family Services | Aging Services| Vertical Software State Agency Technology Maps Agriculture | Consumer and Business Services | Corrections | Education | Environmental Quality | Fish and Wildlife | Geology and Mineral Industries | Human Services | Land Conservation and Development | Public Safety Standards and Training | Revenue | Transportation | Veterans' Affairs | 100+ Oregon Agencies Horizontal Software Utility and Middleware Software Apache| BIND| Sendmail| BSD| Gnome| KDE| Gnu| Samba| Linux| Open Office| MySQL| Perl| XFree86| CPAN| PHP| Gimp| 36 Oregon Counties Government Adoption of Open Source Open Source in Government • Expect to see more and more public-sector organizations around the world utilizing open source software! • Benefits gained from increased use of OSS within the typical IT portfolio, includes industry tailored critical core mission Vertical Software that • Reduces total cost of ownership • Provides higher stability • Provides increased security • Gives greater overall control • Horizontal Software represents utility software used across industries and includes, messaging, e-mail, collaboration tools and generic business application toolsets shown below.

10. Government Technology Mapping“Looking for OSS Opportunities”

11. Application Strategy Technology Bridge - Open Source SW Opportunity- Application Map Transportation & Land Use Planning Division Assessment & Taxation Division

12. Commercial Source Opportunities Existing Open Source Potential Open Source govSource

13. Leading Firms or Core Services Oregon’s Open Source Business Cluster Shared Vision Suppliers and Essential Networks Human Resources Venture Capital Educational Resources Licensing & Policy Dev. R & D Technology Economic Foundations Open Source Cluster Model Career Development – Life-Long Employment – Business Value – Economic Dev. Business Cluster Infrastructure www.sao.org

14. Oregon’s Open Technology Business Cluster Linux Foundation (formerly OSDL) • Supported by a global consortium of established Linux & Open Source leaders • Accelerating the worldwide growth & adoption of Linux in the Enterprise • Growing importance of Linux in embedded devices • Linus Torvalds, Creator of Linux, is leading Linux development efforts from the Linux Foundation. Intel • Linux is a key investment area for Intel. • Run their Linux strategies from Oregon. • 16,000 employees in Oregon IBM Linux Technology Center (IBM LTC) • IBM’s headquarters for Linux testing & development • Strong collaboration with Intel, Linux Fdn, OSU OSL & OTBC to drive Linux growth Portland State University (PSU) • Linux & Open Source are rapidly permeating the CS Dept., Business School curriculum. Open Technology Business Center (OTBC) • Only center for incubating Open Source start-ups Oregon State University Open Source Lab (OSU OSL) • Largest university-based applied Open Source research & commercialization lab • Host, distribute &/or mirror >40 Open Source projects including: Mozilla’s Firefox; OpenOffice, MySQL; Apache; KDE; Debian Linux; Gentoo Linux; Ark Linux; Ximina Linux; Yellow Dog Linux; Netwinder Linux; & CPAN Perl libs. • Home to the Government Open Source Conference (GOSCON) and other leading Public Sector initiatives

15. Top Ten Established Firms in the Linux/Open Source Ecosystem IBM Intel Hewlett-Packard Oracle Sun Microsystems Wind River Red Hat Novell Xandros Red Flag Top-Tier Open Source Communities KDE Mozilla Foundation GNOME Foundation Eclipse Foundation Free Software Foundation Apache Software Foundation ObjectWeb Consortium Debian Project OpenOffice.org Gentoo Linux Wine With Partners Everywhere Top Ten Open Source Start-Ups & Private Firms SugarCRM Compiere XenSource OpenLogic BakBone Software Virtual Iron Software SleepyCat SpikeSource mySQL CollabNet OSDL Intel IBM LTC Compiere OTBC Oracle Sun Microsystems HP OSU OSL

16. DURATION. OSL at OSU is now three years in operation SERVICES. Providing platform stability and support for the world’s largest community-based Open Source applications HOSTING: over 140 servers, 40 major projects including Mozilla, Firefox, Apache, OpenOffice, OLPC, Linux Master Kernel. Host, develop and distribute open source software (4 million downloads a day) DONATIONS from Industry in support of community-building Google - $350K in 2005, again in 2006 Real Networks - $500,000 in 2006 Hardware donations IBM • Sun • Intel • Others Government Open Source Conference(GOSCON) now its third year attracted senior government IT management and open source industry leaders from 13 states and 5 countries. Open Source Lab Facts

17. GOSCON: Returns for its Third Year • Education & Discussion for Senior Public Sector Information Technology Management • Brings together public and private sectors • Many open source industry leaders live in Oregon or travel here often to do business Diamond October 15 - 16 at the Portland, Oregon Hilton Government Open Source Conference More info:www.goscon.org

18. Open Technology Business Center (OTBC) Help for StartupsOTBC is a non-profit corporation that helps startup companies succeed with office infrastructure and coaching, advising, networking, entrepreneurship education, and consulting services. As a technology-focused business incubator, OTBC's goal is to provide participating entrepreneurs and small start-up companies with access to industry leaders and coaches, extensive education programs, and office facilities designed to nurture the next wave of technology-driven companies in the region. At OTBC, startups are in the center of it all. How we Do ItOTBC leverages the rich knowledge base of Entrepreneurs in Residence, partners, and Board of Advisers to fill in the gaps often faced by individuals or small teams. Whether it be legal services, go-to-market planning, business-plan financial modeling, or marketing communications, OTBC's community and network of executive advisers can provide the services and expertise startups need to accelerate their market entry. Ventures in Residence Blueleaf Collectability Earth Class Mail GoSeeTell Network Infinity Softworks Insight GRM Klassic Corp. Lumencor Lumeno.us Remote Technologies SeniTech Global Corporation TSSI Validy Virtualosity Solution http://www.opentechcenter.com/drupal/

19. Collaborative Software Initiative www.csinitiative.com

20. CSI:Supporting Broad Sets of Customers Brokerage Firms to Capital Management • Access and use of the software created by the core team • Fully supported released software • Fully supported Software as a Service (SaaS) hosted at industry approved sites • Availability of additional services • CSI • Training • Installation • Partners • Customization • Enhancements Exchanges InsuranceCompanies Regional Banks

21. Linux Foundation - Open Source Software Model Formerly: Open Source Development Lab Linux Kernel

22. Open Source in Oregon State Government Shared Vision 15 16 Non-Participating Agencies 48% Participating Agencies 52% Oregon Agencies Use of Open Source Products The data gleaned from the participating agencies provides a partial view of information that is indicative of “real” usage of open source software products within State of Oregon agencies.

23. Capture & Correlate Event/Exception Process Management Composite Events Development Environments Integrated Services Communication & Collaboration Content Management Virtualization Application Services Enterprise Applications Oregon’s Open Source Software Inventory Project Open Source Inventory

24. CIO Council Approves Project Acquire tool or formulate other way of doing inventory Start Oregon State Government Open Source Inventory Process Map Agency has network scan tool such as SMS ? No Yes Determine list of products for search Search for Open Source inventory End Produce report; , Project to report send to Project to CIO Council Team for collection

25. Enterprise Applications SugarCRM, Compiere, Ohioedge Collaboration Zope, phpBB, Nukes, PostNuke Content Management Midgard, OpenCMS, Lenya, Typo3, Red Hat Presentation Jetspeed, Gluecode, Zope, uPortal, Liferay Search Lucene, ht://Dig Process Management Openflow Development Tools Eclipse, NetBeans, PHP, Perl, Struts, Hibernate, Spring Integration Services Openadaptor Enterprise Service Bus Celtix, ServiceMix Application Servers JBoss, JonAS, Directory Services OpenLDAP RDBMS MySQL, PostgreSQL, Firebird, Ingres Security Snort, Nessus Operating System Linux, FreeBSD Virtualization Xen The Open-Source Stacks: Growing Up Products Maturity

26. Open-Source SW Instances by Oregon Reporting Agency Gartner Open Source Categories

27. Open-Source SW Instances by Agency

28. Open-Source SW Instances by Category Type Oregon Reporting Agencies

29. Open-Source SW Instances by Type

30. State of OregonOpen-Source SW Products

31. State of Oregon Open-Source SW Products

32. Hype Cycle for Open Source Software 2007

33. (OTI) Open Technology Innovation Manufacturing Shared Vision The Future: From Open Source to Open Technology Manufacturing Ok, why enter the ‘AirShip’ in the Automotive X-Prize?

34. eVote Magnetic Propulsion AirShip Technology govSource GPS Aware Smart Apparel DNA Messaging eVote Nano-Technology Electronics Automotive Propulsion Clean Technologies Oceanography Life Science / Bio-Tech Hologramology Geo-Physics OTI Technology Criteria Software Development Smart Apparel Identity Security Space Science Telecommunications Transformational Trends Virtualization Innovation Global Market Cross Use Ability Technology Capabilities Use Cases Open Technology Innovation Use Case Determination Decide which Technology Projects to Host!

35. Open Technology Program Management Management Use Cases OTI Worldwide Member Firms -- Industry Events -- Forums -- Open Technology Symposiums -- Individuals govSource eVote GPS Aware Smart Apparel AirShip Technology Magnetic Propulsion DNA Messaging eVote OTI Program Management Member Program Management OTI Program Management Communication Link Communication Link Worldwide Community Maintainers Global Distributors Production Acceptance Mainstream Global Capabilities Vertical Capabilities Technology Capabilities Use Cases Global Projects Vertical Projects OTI Products OTI Services Community Projects Open Technology Development and Test Activities Industry Vertical Distribution Global Distribution Derived from the OSDL Open Source Model Marketplace

36. AirShip Use Case Competition AIRSHIP TECHNOLOGIES GROUP

37. H 2 Open Technology Innovation Model AirShip Aggregate Components Fuel Cell Stack Track Ball Electric Motor Controller Tank Electric Track-Ball Drive Train Hydrogen Compressors Solar Fabric Skin

38. Components Component Attribute Groupings Vehicle Versioning AirShip (with complexity) Overall Valuation Cube Model -Sub Component Aggregates By Vehicle Power Plant Mainstream Alternative Drive Train External Body By Vehicle Attribute Dimension Power Plant Drive Train AirShip External Body By Make AirShip Complexity Dimension OTI Valuation OTI Use Case Components Open Technology Innovation Model AirShip Aggregate Components

39. Attribute Dimension Complexity Dimension OTI Valuation Dimension Open Technology Innovation Use CaseCube Model By Valuation By Attribute AirShip Use Case Components OTI AirShip Use Case Cube Model Components By Complexity

40. OTI AirShip Distributed Components

41. OTI Cube Model Valuation

42. Open Technology Manufacturing Innovation Resource Map

43. Bind together across organizational and individual artificial boundaries. Promote common subject areas for technology advancement. Share different perspectives on single or multiple related issues. Unite technical peers. Identify knowledge networks of common identity and objectives. Fundamental understanding of and support for OT collaboration. Promote that which can integrate world technology development. Promote functioning across enterprises and governments. Focus resources for a “world technology development” core model. Deliver demonstrated value Act as the three-way link Establish virtual development Future of Open Technology Summary Manage Global Open Technology Community Manage Cross-Entity Open Technology Model Open Technology Manufacturing Governance Bodies Technical Experts Stakeholders

44. From Collaboration to Innovation Questions and Answers Striking a new balance in Effective Collaboration