Open Source has been around for several decades now, but there is still a bit of mystery around what makes open source work and concern about using it in the enterprise. Open Source technologies are being widely used in many industries, including analytics, software development, social media, data center management, and more. The discussion will be moderated by Julie Batchelor and panelists include: * Todd Lewis, Open Source evangelist * Jason Hibbets, Open Source Community Manager * Jim Salter, Co-Owner and Chief Technology Officer at Openoid, LLC * Alex Meadows, data scientist

1. SIM RTP Meeting
April 20, 2017
So Who’s Using Open
Source Anyway?

2. Agenda
● Welcome and Introductions
● Brief Introduction to Open Source
● Open Source by the Numbers
● Use Cases - Business Models
● Open Source Philosophy and Culture
● Panel Discussion
● Closing Thoughts

3. Panelists
Jason Hibbets - Opensource.com Community Evangelist, Red Hat
Todd Lewis - Open Source Evangelist, Founder of All Things
Open Conferences
Alex Meadows - Principal Consultant, Data and Analytics,
CSpring
Jim Salter - Co Owner, Chief Technology Officer at Openoid LLC

4. Who’s Using Open Source Today?
Are you currently using open source as part of your company’s
technology stack?
• Yes
• No

5. Who’s Using Open Source Today?
For those that replied no, we’re not using open source because…
• The unknowns are just too scary!
• We don’t know enough about it but we’re willing to consider.
• We’ve been thinking about it but just haven’t had time to
evaluate.
• It’s part of our IT strategy, we just haven’t gotten there yet.

6. Who’s Using Open Source Today?
For those that replied yes, we’re using open source and…
• It’s been fantastic and we’re looking at new uses!
• We’re still working out the kinks.
• We’re not sure this is the path for us.

7. Who’s Using Open Source Today?
What I hope to learn from the Program this evening…
• What the heck is Open Source?
• How open source is part of our everyday world.
• How to evaluate using open source technologies.
• I’m using open source now, what else could I be doing?
• Something else???

8. Brief History of Open Source

9. ● Richard Stallman - founder of the Free
Software Foundation
● Tried editing drivers for Xerox 9700 and was
locked out
● Realized that software was heading down an
unacceptable path
● Freedom is vital for the sake of users and
society as a moral value - not just for
pragmatic reasons like possibly developing
superior software.
@OpenDataAlex

10. Free Software Foundation’s Four Freedoms
● The freedom to run the program as you wish, for any purpose (freedom 0).
● The freedom to study how the program works, and change it so it does your
computing as you wish (freedom 1).
● The freedom to redistribute copies so you can help your neighbor (freedom 2).
● The freedom to distribute copies of your modified versions to others (freedom 3).
By doing this you can give the whole community a chance to benefit!
Source: https://www.gnu.org/philosophy/free-sw.en.html
@OpenDataAlex

11. Open Source vs Free Software
● 1998 - Open source movement spun off from
Free Software
● Open source has less strict standards - not all
open source licenses are free software
licenses
● Balance on the areas that concern creators
○ Open core
○ Free open source
○ Etc.
@OpenDataAlex

12. Free/Open Source Proprietary
● Copy-left - can be reused, modified, and
distributed as long as the same licensing is in
place
● Support - Creator, community, and
commercial support are available to varying
degrees
● Documentation - Creator, community, and
commercial documentation are available to
varying degrees.
● Freedom limitations, but meets most of the
Freedoms
● Copy-right - creator retains all rights.
Limited (if any) reuse and modification (fair
use).
● Support - Creator and/or licensees may
provide support
● Documentation - Creator/support companies
and limited community involvement (think
blogs, forums, etc.)
● Freedom restricted, no Freedoms not really
met.
@OpenDataAlex

13. Use Any of These?
They all contribute, use, or support open source/free software!
@OpenDataAlex

14. GitHub Stats 2016 - https://octoverse.github.com/
@OpenDataAlex

16. Open Source by the Numbers

17. Future of Open Source Survey
● 1300 respondents, 64 countries
● 78% technical, 22% c-suite
● OS nearly ubiquitous now, big
change from 10 years ago
● Foundation of nearly all apps,
OSs, cloud platforms
● Use of OS software increased
in 65% of companies surveyed
@toddlew

18. Why Using?
● Overall quality of solutions
● Competitive features,
technical capabilities
● Flexibility/freedom from
vendor lock-in
● Reduced dev costs
● Accelerated time to market
@toddlew

19. Where using?
● Operating
systems
● Databases
● Developer Tools
@toddlew

20. Participation
● 67% companies encourage devs to
engage and participate
● 65% are contributing and participating
● Only 1 in 3 have a full time resource
● 59% participate to gain a competitive
advantage
● Why?
● Fix bugs, add functionality
● Gain competitive advantage
● Reduce dev costs
@toddlew

21. Rapid Adoption
● Outpaced management and security
practices
● 47% no formal process to track code
● 50% no policy for selecting and approving
open source code
● More than a third - no process to identify,
track, remediate vulnerabilities
● How track code?
● (1) Dev teams manually track
● (2) Company asks devs
● (3) 3rd party tools, automated
@toddlew

22. Business Impact
● 90% surveyed said open
source improves:
○ Efficiency
○ Interoperability
○ Innovation
@toddlew

23. Business Models - Making Money
● SaaS - 45%
● Custom Development -
42%
● Services/Support - 41%
● Open source private
financing increased by 4X
in last 5 years
@toddlew

24. Hot Technologies
● Versioning systems used:
● Git overwhelming favorite -
73%
● GitHub - now valued at $2
billion
● Containers:
● 76% surveyed plan to use
● 37% for/in development
● 36% for testing
@toddlew

25. Open Source Skills
● Shows 10 year shift from
community/volunteer based
● 400 hiring managers, 4500
technologists
● Open Source talent has the
advantage today
@toddlew

26. Overview - Highlights
● OS now go-to platform for
building software - talent now
a priority
● Why?
● Flexibility in accommodating
new technologies
● Speed of adapting to change
● 65% employers report more OS
hiring than in other parts of
business
@toddlew

27. Statistics/Data
● 59% hiring managers
surveyed will add more
OSRs in next 6 months
● Economy driven? 57% will
add more, up from 44%
● More than 9 in 10 AWS
clouds run Linux
● 87% of hiring mgrs report
difficulty finding skills

28. Certifications/Formal Training
● Yes, please
● 5%+ hiring managers
prioritize
● 44% report those with
certifications and/or
formal training more
likely to be hired
@toddlew

29. Hiring Managers - Most important skills/biggest impact
● 51% - Cloud - OpenStack,
CloudFoundry, etc
● 21% Networking - Why?
● Open source collaboratively
built, more adaptability
● 14% - Security
● 8% - Containers
● 7% - other
@toddlew

30. Technologists - Next big/fastest growing
● 50% - Cloud technologies
(OpenStack,
CloudFoundry)
● 19% - Containers
● 16% - Security
● 9% - Networking
● 5% - other
@toddlew

31. Technologists - Best thing about open source
● 31% - Interesting projects
● 18% - Cutting edge tech
● 17% - Collaboration
● 12% - Job opportunities
● 12% - Work with best devs
● 5% - Job stability
● 2% - Money/perks
● 3% - other
@toddlew

32. Open Source Hiring - The search is on
● 87% report difficulty
● 79% have increased
incentives to retain and
attract OS talent
● 44% have increased salaries
in OS more than in other
parts of business
● 43% offering more flexible
hours + telecommuting

33. Use Cases - Business Models

34. Consulting/Custom Development
● Provide
consulting/development
services around an open
source project/platform.
Don’t have your own
version, simply support,
optimize and customize
as needed.
● Percona
@toddlew

35. Traditional/Services
● Enterprise versions of
open source projects -
services, support,
maintenance, installation,
indemnification
● Free versions also
● Red Hat - Operating system
(Linux), server virtualization.
Fedora/free, RHEL/enterprise
● Cloudera - Commercializes the
Hadoop open source project.
Offers enterprise version with
features - security, performance,
biz analytics. Enterprise Data Hub
● *Hortonworks - makes $s from
paid support.
● MySQL, Canonical/Ubuntu
@toddlew

36. Hybrid/Core
● Open source is used as
(standardized) core
components/foundation,
then develop open source
and/or proprietary on top
to offer products and
services.
● Facebook
● Google
● GitHub
● Amazon
@toddlew

37. Facebook
● Uses and builds open source for
infrastructure, adds proprietary on
top to produce services can
monetize
● Originally built using LAMP stack
- Linux, Apache, MySQL, PHP
● Open sourced Infer, tool used to id
bugs in code; React, Javascript
library for building user interfaces
(Facebook and Instagram)
● Hundreds of projects on GitHub
@toddlew

38. Facebook
● Why?
● Ideology - want to give back to the
community
● Innovation - because open have
many people contributing, able to
disrupt (React)
● Good for business - keeps engineers
informed/cutting-edge/collaborating,
attracts top engineers
@toddlew

39. Google
● Infrastructure is open source code
while search and advertising software
is proprietary. Android OS.
@toddlew

40. SaaS
● Based on open source
code but offered as
software as a service
● Wordpress
@toddlew

41. Cloud/Hosted
● Company hosts
deployment and
management of open
source, and manages for
customer. Client gets
access to open source
tools
● Azure, AWS, Google
@toddlew

42. A quick word about licensing
● Some allow for closed-source derivative of original
● Some reserve that right for original
“owners”/creators
● Some are permissive (Apache)
● Some are more restrictive (GPL)
● 70+ licenses
@toddlew

43. Open Source Philosophy and Culture
@jhibbets

44. Everything comes with sources
@jhibbets

45. Tenets of open source communities
@jhibbets

46. The open source way
● Open exchange
● Participation
● Release early and often
● Meritocracy
● Community
@jhibbets

47. @jhibbets

48. @jhibbets
Reference: The Open Organization by Jim Whitehurst

49. https://github.com/red-hat-people-team/open-decision-framework
Open Decision-Making
@jhibbets
Transparent Inclusive Stakeholder-focus

50. The Open Organization Guide to IT Culture Change
Agile / DevOps
@jhibbets
https://github.com/open-organization-ambassadors/open-org-it-culture
https://opensource.com/open-organization/resources/book-series

51. Open is a Better Way
@jhibbets

52. Licensing
Panel Discussion
Security Lessons Learned
Testing
Release
Management
Candidate
Availability
Training &
Certifications Configuration

53. Closing Thoughts - Did We Answer All of Your Questions?
• What the heck is open source?
• How open source is part of our everyday world.
• How to evaluate using open source technologies.
• I’m using open source now, what else could I be doing?
• Something else???

54. Contact Information
Julie Batchelor - jbatchelor@cspring.com; @jwbatchelor
Jason Hibbets - jhibbets@redhat.com; @jhibbets
Todd Lewis - toddl151@gmail.com; @toddlew
Alex Meadows - ameadows@cspring.com; @OpenDataAlex
Jim Salter - jim@jrs-s.net; @jrssnet

55. Julie Batchelor
Julie Batchelor is a Director with CSpring. She has more than
twenty years of business and IT executive leadership experience
in the public and private sector including more than ten years as
Deputy State Controller / Chief Information Officer for the NC
Office of the State Controller and Senior Vice President of Technology for the NC
Community College System Office.
Julie has been an invited speaker for numerous conferences and seminars including the
CIO Forum & Executive IT Summit and the North Carolina Digital Government
Summit. Julie is a graduate of NC State University with a Bachelor of Science in Civil
Engineering - Construction Option. She is a Certified Government Chief Information
Office and registered Professional Engineer.

56. Jason Hibbets
Jason Hibbets is a senior community evangelist at Red Hat which means he is a
mash-up of a community manager and project manager for Opensource.com--a
publication and story-telling platform for open source communities. At night,
he puts on his cape, and is a Code for Raleigh brigade captain, CityCamp NC
co-chair, NC Datapalooza co-chair, and member of the Code for America
Brigade National Advisory Committee.
Jason is the author of a book, The foundation for an open source city--a resource for cities and citizens interested
in improving their government through civic hacking. While writing the book, he discovered his unknown super
power of building communities of passionate people.
Jason graduated from North Carolina State University and resides here in Raleigh with his wife, two kids, two
border collies, nine chickens, lots of tomato plants, and a lazy raccoon somewhere in an oak tree. In his copious
spare time, he enjoys surfing, running, gardening, traveling, watching football, sampling craft beer, and
participating in local government--not necessarily in that order, but close to it.

57. Todd Lewis
Todd Lewis is the Creator and Chair of All Things Open. He
has created some of the leading open source technology events
in the United States over the last decade, including All Things
Open (Raleigh/The Research Triangle Park), Great Wide Open
(Atlanta/Technology Square), and Open Source 101.
Each has attracted thousands of attendees from all over the world and nearly every
major technology company in the country regularly participates. All Things Open
is now the largest open technology event on the U.S. east coast - more than 3,000
attendees are expected in 2017. He is a strong believer in open source technology
and believes it will be the dominant approach/methodology in the future.

58. Alex Meadows
Alex has a MBA in Business Intelligence from Saint Joseph’s University and a
Bachelors in Business Administration from Chowan University. Hobbies include:
writing, table-top roleplaying, board and video games, and working on improving his
patio garden.
Alex Meadows is a Principal Consultant with CSpring working
on business intelligence and decision support solutions. He has a
keen interest in working with open source technologies. Taking
his experiences from various industries, his goal is to build
solutions that answer not only the client’s current questions, but
also the questions they don’t know to ask yet.

59. Jim Salter
Jim Salter is Co-Owner and Chief Technology Officer at
Openoid, LLC. He has more than twenty years of experience
in the information technology industry, including sysadmin,
back-end developer, technical writer, and consulting. Jim also
served in the United States Navy specializing in nuclear power. Jim is a featured author
and writes for Ars Technica and Wirecutter, and has many publications.
Jim is an open source evangelist and has been providing open source solutions to clients
throughout his career. Jim wants the whole world to have better business continuity,
disaster recovery capability, and workflow efficiency. His career revolves around on
using the best tools at hand toward making that happen.

60. Thank You!!