Open Source Software: Implementation and Management

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Format: Paperback
Pub. Date: 2004-07-26
Publisher(s): Elsevier Science
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Summary

In 2004/5, over half of IT professionals will be looking at open source, most for the first time. This book provides key tools for System administrators, Network Administrators, IT project managers, and consultants who must evaluate and deploy open source software. This book details open source successes so far, explains which scenarios are the most realistic opportunities now, then gives the details needed to select these solutions, adopt the best tools and practices, introduce them to an organization, implement and manage them. The IT professional can use this book to review opportunities in their organization, evaluate components such as Apache, Linux, and OpenOffice against systems they know, and follow up in detail on their specific interests here and through referred resources.

Table of Contents

Preface xvii
Intended Audience for This Book
xviii
How This Book Is Structured
xix
Acknowledgements xxi
1 Open Source Software: Definitions and History
1(18)
1.1 Definition of Terms
1.1.1 What Is Free Software?
2(1)
1.1.2 What Are Good Examples of Open Source?
3(1)
1.1.3 Is It Necessary to Adopt Open Source Wholesale?
3(1)
1.1.4 Does "Open Source" Mean Linux?
4(1)
1.1.5 Does Open Source Require Different Business Methods?
4(1)
1.1.6 Will All Systems Be Open Source One Day?
5(1)
1.1.7 Is Open Source a Fad That Will Go Away?
5(1)
1.2 A Brief History of Software
6(8)
1.2.1 Early Years
6(1)
1.2.2 Software Companies
6(1)
1.2.3 UNIX
7(1)
1.2.4 BSD
8(1)
1.2.5 GNU and FSF
9(1)
1.2.6 Linux
10(1)
1.2.7 The Personal Computer
11(1)
1.2.8 The Internet
12(1)
1.2.9 The World Wide Web
13(1)
1.3 Summary
14(5)
2 Where Open Source Is Successful
19(22)
2.1 Analytical Framework
19(10)
2.1.1 Disruptive Innovations
19(4)
2.1.2 The Technology Adoption Curve
23(2)
2.1.3 The Open Source Stack
25(1)
2.1.4 Adoption of Specific Open Source Technologies
26(3)
2.2 Open Source Is in Widespread Successful Use
29(7)
2.2.1 Open Source Is the Heart of the Internet
29(1)
2.2.2 Linux Is Shipping a Lot
30(1)
2.2.3 Open Source Appliances Are Everywhere
31(1)
2.2.4 New Companies and New Businesses Use Open Source
32(2)
2.2.5 Open Source Is Broadly Adopted
34(2)
2.3 Examples of Open Source Systems
36(3)
2.4 Summary
39(2)
3 Open Source: The Good, the Bad, and the Ugly
41(26)
3.1 What Is Good about Open Source
41(11)
3.1.1 Why Your Right to View Code Matters
41(2)
3.1.2 Why Your Right to Change and Redistribute Code Matters
43(1)
3.1.3 You Can Buy from Different Vendors and Adopt New Platforms
44(2)
3.1.4 Open Source Avoids Proprietary Information Formats
46(1)
3.1.5 Open Source Allows Integration between Products
46(2)
3.1.6 Open Source Licensing Is Simpler and Less Expensive
48(2)
3.1.7 Open Source is a Good Solution for International Companies
50(1)
3.1.8 There Is a Large Pool of Skilled Open Source Professionals
51(1)
3.2 Open Source Is Not Enough by Itself
52(4)
3.2.1 Deployment Platform
52(1)
3.2.2 Database Platform
53(1)
3.2.3 Software Language, Architecture, and Implementation
53(1)
3.2.4 Data Architecture
54(2)
3.3 How Choosing Open Source Is More Difficult for You
56(7)
3.3.1 Open Source Has a Less Complete Level of Sales Support
56(2)
3.3.2 Specific Product Reviews Will Not Favor Open Source
58(2)
3.3.3 Open Source Products Are Not Bundled, Branded, or Integrated
60(3)
3.4 What Others Say about Open Source
63(1)
3.5 Summary
64(3)
4 Five Immediate Open Source Opportunities
67(32)
4.1 Create an Open Source Lab
68(3)
4.1.1 Review Existing Work
69(1)
4.1.2 Train Developers to Program in Open Source Languages
70(1)
4.2 Migrate Infrastructure to Samba and OpenLDAP
71(5)
4.2.1 File and Print Servers
71(4)
4.2.2 Manage Use of Windows Proprietary Features
75(1)
4.2.3 Train Administrators in Linux and Samba
76(1)
4.3 Build Some LAMP Applications
76(3)
4.4 Bring New Desktop Systems to the Underserved
79(11)
4.4.1 New and Small Businesses
80(1)
4.4.2 Franchises
81(1)
4.4.3 Call Centers
82(1)
4.4.4 Retail, Food Service, and Hospitality
83(2)
4.4.5 Government, Healthcare, and Education
85(3)
4.4.6 Unlicensed Software
88(1)
4.4.7 International Opportunities
89(1)
4.5 Migrate Applications and Databases to Open Source
90(6)
4.5.1 Evaluate Open Source Databases
92(1)
4.5.2 Replace Small and Old Database Applications with Open Source
92(1)
4.5.3 Migrate UNIX to Linux
93(1)
4.5.4 Evaluate and Purchase Packages on Linux
94(1)
4.5.5 Enterprise Application Software
95(1)
4.6 Summary
96(3)
5 Five More Open Source Opportunities
99(26)
5.1 Introduction
99(3)
5.1.1 Customization and Integration
100(1)
5.1.2 Organization Size
101(1)
5.2 Directory Services
102(1)
5.2.1 Migration and Interoperability
103(1)
5.3 Email
103(4)
5.3.1 UNIX Mail Systems
103(1)
5.3.2 Migration
104(1)
5.3.3 PC-Based Mail Systems
104(1)
5.3.4 Replacing Exchange
105(2)
5.3.5 Integrated Exchange Replacements
107(1)
5.4 Groupware and Collaboration
107(5)
5.4.1 Wiki
107(2)
5.4.2 Other Community Software
109(2)
5.4.3 Weblogs
111(1)
5.4.4 Instant Messaging
111(1)
5.5 Complex Web Publishing
112(5)
5.5.1 Portal Components
114(2)
5.5.2 Open Source Content Portals
116(1)
5.6 Manage User Desktops
117(4)
5.6.1 Analyze Desktop Use and Licensing
120(1)
5.7 Other Possibilities
121(2)
5.8 Summary
123(2)
6 Operating Systems
125(20)
6.1 Contents of the Operating System
125(9)
6.1.1 FreeBSD
128(1)
6.1.2 The Value of Alternative Operating Systems?
129(1)
6.1.3 Using the Shell ...
129(2)
6.1.4 Recent Linux Improvements
131(1)
6.1.5 Scaling Linux up and Down
132(2)
6.1.6 Security
134(1)
6.2 Linux Distribution Vendors
134(4)
6.2.1 The Many Versions of Linux
134(4)
6.3 Enterprise Distribution Vendors
138(1)
6.4 Community-Supported Distribution Vendors
138(1)
6.4.1 Debian
138(1)
6.4.2 Fedora
139(1)
6.5 International Alternatives
139(3)
6.5.1 Consumer Linux Choices
140(1)
6.5.2 Booting from a CD
140(2)
6.6 Summary
142(3)
7 Open Source Server Applications
145(28)
7.1 Infrastructure Services
145(3)
7.1.1 File and Print Services
146(1)
7.1.2 Directory Services
147(1)
7.2 Web Servers
148(2)
7.2.1 Apache
148(1)
7.2.2 Other Web Servers
149(1)
7.3 Database Servers
150(17)
7.3.1 Classes of Database Servers
151(1)
7.3.2 Analysis of Database System Sizes
151(11)
7.3.3 Open Source Database Choices
162(2)
7.3.4 Database Performance Is Good Enough
164(2)
7.3.5 Competing with Closed Code Databases
166(1)
7.4 Mail Servers
167(1)
7.5 Systems Management
168(2)
7.6 Summary
170(3)
8 Open Source Desktop Applications
173(30)
8.1 Introduction
173(2)
8.1.1 The Open Source Desktop
173(1)
8.1.2 Linux Desktop Share
174(1)
8.1.3 Limitations to Desktop Linux Adoption
174(1)
8.2 Graphical Desktops
175(5)
8.3 Web Browsers
180(2)
8.3.1 Deploying Browsers
180(2)
8.4 The Office Suite
182(13)
8.4.1 OpenOffice.org
183(2)
8.4.2 Competition in the Office Suite Market
185(3)
8.4.3 Comparison of Microsoft Office to OpenOffice
188(1)
8.4.4 Migration from Microsoft Office to OpenOffice
189(2)
8.4.5 Lock-in and Complexity
191(3)
8.4.6 When You Don't Need an Office Suite
194(1)
8.5 Mail and Calendar Clients
195(3)
8.5.1 Professional Applications
196(1)
8.5.2 Drawing and Image Management
197(1)
8.6 Personal Software
198(3)
8.6.1 Running Windows Applications
199(2)
8.7 Summary
201(2)
9 How Open Source Software Is Developed
203(18)
9.1 Methodology
203(6)
9.1.1 Open Source Compared with Closed Code
204(3)
9.1.2 Open Source Compared with Corporate Development
207(1)
9.1.3 Open Source DevelopmentTools
207(1)
9.1.4 Managing People
208(1)
9.2 Languages Used to Develop Open Source Products
209(6)
9.2.1 C and C++
210(3)
9.2.2 Perl
213(1)
9.2.3 PHP
213(1)
9.2.4 Python
214(1)
9.2.5 Java
214(1)
9.2.6 Other Languages
215(1)
9.3 Cross-Platform Code
215(3)
9.4 Summary
218(3)
10 Managing System Implementation 221(24)
10.1 Implementation Roles
221(3)
10.1.1 Customer Management
223(1)
10.1.2 Program Management
223(1)
10.1.3 Development
223(1)
10.1.4 Testing
223(1)
10.1.5 Communication
223(1)
10.1.6 Deployment
224(1)
10.2 Open Source Impact on Team issues
224(2)
10.3 Implementation Process
226(2)
10.3.1 Releases
226(1)
10.3.2 Team Roles during the Process
227(1)
10.4 Implementation Principles
228(3)
10.4.1 Resource Trade-offs
228(1)
10.4.2 Frequent Releases
229(1)
10.4.3 Support Elements
230(1)
10.4.4 Watching for Problems
230(1)
10.5 Key Documents
231(5)
10.5.1 Project Definition
231(1)
10.5.2 Risk Management
231(2)
10.5.3 Example of a Risk Assessment
233(2)
10.5.4 Functional Specification
235(1)
10.5.5 Technical Specification
236(1)
10.6 Migration
236(3)
10.6.1 Migration Approaches
237(1)
10.6.2 Assessing the Current System
237(2)
10.7 Interacting with the Open Source Community
239(2)
10.7.1 Hiring from the Community
239(1)
10.7.2 Employee Agreements
240(1)
10.7.3 Repaying the Community
240(1)
10.8 Support
241(2)
10.9 Summary
243(2)
11 Application Architecture 245(30)
11.1 Types of Systems
245(4)
11.1.1 Extreme Systems
246(2)
11.1.2 Transactional Systems
248(1)
11.1.3 Knowledge Management
248(1)
11.2 Tiered Design
249(2)
11.3 Managing Performance and Scalability
251(9)
11.3.1 State Management
251(3)
11.3.2 Queuing
254(2)
11.3.3 Database Design
256(3)
11.3.4 Application Servers
259(1)
11.4 Interoperability
260(6)
11.4.1 Shared Data
261(1)
11.4.2 Process Communication
262(1)
11.4.3 Application Integration Engines
262(1)
11.4.4 Web Services
263(2)
11.4.5 Data Formats
265(1)
11.5 Development Platform Choices
266(6)
11.5.1 Java
266(2)
11.5.2 .Net
268(1)
11.5.3 LAMP
269(3)
11.6 Summary
272(3)
12 The Cost of Open Source Systems 275(22)
12.1 Total Cost of Ownership
276(9)
12.1.1 Staffing Costs
277(2)
12.1.2 Hardware Costs
279(1)
12.1.3 Software Costs
279(2)
12.1.4 Using Third-Party Application and Database Servers
281(1)
12.1.5 Pricing Open Source Software
282(1)
12.1.6 Pricing Closed Code Software
283(1)
12.1.7 Pricing Windows Software
284(1)
12.2 Types of Costs
285(4)
12.2.1 Fixed Costs
286(1)
12.2.2 Off-Budget Costs
286(1)
12.2.3 Sunk Costs
286(1)
12.2.4 Switching Costs
287(2)
12.3 Scenarios
289(6)
12.3.1 Small Organization:Web Site
289(4)
12.3.2 Large Organization: Internal Use
293(2)
12.4 Summary
295(2)
13 Licensing 297(10)
13.1 Types of Licenses
297(1)
13.1.1 Relicensing Only Matters If You Distribute
298(1)
13.1.2 Reciprocal Licenses Are Similar to Commercial Licenses
298(1)
13.2 Licenses in Use
298(2)
13.2.1 Reciprocal Licenses
299(1)
13.2.2 Non reciprocal Licenses
299(1)
13.2.3 Which License to Use
300(1)
13.3 Mixing Open and Closed Code
300(2)
13.4 Dual Licensing
302(1)
13.5 Other Intellectual Property Issues
303(2)
13.5.1 Provenance
304(1)
13.6 Summary
305(2)
A Resources 307(14)
A.1 Managing an Open Source Lab
307(2)
A.2 Installing an Evaluation Linux System
309(6)
A.2.1 Setting up Interoperability
312(1)
A.2.2 Dual Boot
312(1)
A.2.3 Running Linux on Windows
313(1)
A.2.4 Running Windows on Linux
314(1)
A.3 Next Steps
315(1)
A.4 Top Ten Reasons to Use Open Source Software
315(1)
A.5 Web Links
316(5)
B The Open Source Definition 321(2)
C Examples of Open Source Licenses 323(22)
C.1 GPL
323(9)
C.2 Mozilla Public License
332(11)
C.3 The BSD License
343(2)
Bibliography 345(6)
About the Author 351(2)
Writing Environment
352(1)
Index 353

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