This is a presentation held at eLiberatica 2009. http://www.eliberatica.ro/2009/ One of the biggest events of its kind in Eastern Europe, eLiberatica brings community leaders from around the world to discuss about the hottest topics in FLOSS movement, demonstrating the advantages of adopting, using and developing Open Source and Free Software solutions. The eLiberatica organizational committee together with our speakers and guests, have graciously allowed media representatives and all attendees to photograph, videotape and otherwise record their sessions, on the condition that the photos, videos and recordings are licensed under the Creative Commons Share-Alike 3.0 License.

1. ®
IBM Software Group
IBM’s Open Source Strategy
Adam Jollans – Open Source Strategy Manager, IBM
eLiberatica Romania - May 2009
© 2009 IBM Corporation

2. IBM's Open Source Strategy
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
© 2009 IBM Corporation 2

3. IBM's Open Source Strategy
IBM contributions to Open Source go back 10 years
1998 - 2001 2002 - 2003 2004-2005 2006-2008
 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 announces partnership with the Dojo
Xalan, SOAP  Leads Apache projects:
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  IBM donates code for user-centric
 Strategic participation Portal)  Globus Toolkit 4 is WS-I compliant
in Mozilla security management to Eclipse
 Leads Eclipse projects  Pledged 500 patents to open source Higgins
 IBM becomes founding GEF (editing), EMF  IBM donates code for medical
member of OSDL (modeling), XSD (XML  Partner with Zend PHP record management to Eclipse Open
 Founder of Eclipse.org Schema), Hyades Healthcare Framework (OHF)
(testing), Visual Editor,  IBM enhances Apache partnership  IBM announces support for
and Eclipse AspectJ, Equinox rich
Consortium - Contributes Derby database Eclipse.org version of Eclipse
client
- Helps Derby graduate from  IBM contributes to Apache Lucene
 Creates internal  Globus Toolkit incubation
bazaar using OSS project and announces OmniFind
contributions for OGSA, - Contributes voice recognition Yahoo! Edition
methodology OGSI - Supports Geronimo J2EE project
 IBM joins OpenOffice.org
- Acquires Gluecode for skills
More than 1000 IBM dev elopers IBM leads 80+ OSS projects IBM contributes to 150+
involv ed in OSS projects OSS projects
© 2009 IBM Corporation 3

4. IBM's Open Source Strategy
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
© 2009 IBM Corporation 4

5. IBM's Open Source Strategy
Open Source Beyond Linux…
Open Source
Software Web Application
Communities
Development Servers / SOA
Open Source
Projects P
SD WA
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IBM Cloud Offerings
© 2009 IBM Corporation 5

6. IBM's Open Source Strategy
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
© 2009 IBM Corporation 6

7. IBM's Open Source Strategy
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 W ebSphere Application
Server Community Edition
Apache Tomcat
Security / Geronimo Plug-In Kernel SOAP/Web
Authentication Services (Axis2)
Fully Integrated & Extensible
Web Tier Kernel Services
Clustering EJB & JPA
Other optional plug-ins, transactions and JMS messaging
© 2009 IBM Corporation 7

8. IBM's Open Source Strategy
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.
© 2009 IBM Corporation 8

9. IBM's Open Source Strategy
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
© 2009 IBM Corporation 9

10. IBM's Open Source Strategy
2009 – Open Source and Private Source converging
 Open Source and Private Source
increasingly mixing Open Private
Business models Source Source
Development methodology
 Community approach
 New hybrid models emerging
Community Source
Open Commercial Development
Mixed Source
Gated Open Source
Gated Mixed Open
Community
 Customer pragmatism Open Source Commercial
Source
Source Dev’t
Need for complete solutions
Increasingly mixed source environments
 Trusted vendors preferred
© 2009 IBM Corporation 10

11. IBM's Open Source Strategy
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
© 2009 IBM Corporation 11

12. IBM's Open Source Strategy
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
© 2009 IBM Corporation 12

13. IBM's Open Source Strategy
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 September 10, 2007, IBM announced that was joining the OpenOffice community
 IBM formalized its support for OpenOffice
 IBM started to contribute with accessibility frameworks and SmartSuite filters
 On November 5, 2008, IBM announced a long-term commitment to ODF
 From 2009, future generations of Symphony will be developed entirely on the ODF 1.2
and OpenOffice 3.0 software code base
© 2009 IBM Corporation 13

14. IBM's Open Source Strategy
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 released on September 18, 2007 – nearly 1 million downloads
 Version 1.0 GA announced on June 3, 2008
 Version 1.2 now downloadable from http://symphony.lotus.com
 Multiple document formats supported
 Open Document Format (ODF)
 Microsoft Office
 Lotus SmartSuite
 Built on Lotus Expeditor, based on open source components
 Eclipse Rich Client Platform & Equinox
 OpenOffice
 IBM value-add
 Modularization, User interface, Accessibility
 Lotus Symphony wins Desktop Application of the Year from CRN
© 2009 IBM Corporation 14

15. IBM's Open Source Strategy
IBM Blue Cloud Offering
Delivers a massively scalable and flexible compute platform for both
existing and emerging data-intensive workloads.
Apache
Virtual Virtual Virtual Virtual
Machine Machine Machine Machine
Tivoli Monitoring Agent
Linux with Xen
Virtualized Infrastructure Based on
Linux & Xen
Cloud Computing Management Services
IBM System z, System p,
System x, BladeCenter
• Based on open standards and open source
Provisioning bare metal & software
Monitoring
virtual machines
• Includes IBM software, systems technology
and services
DB2 Provisioning WebSphere
IBM • Supports Power and x86 processors in first
Monitoring v.6 Manager v.5.1 Application Server
release
Provisioning Management Stack • Web 2.0 resource reservation system
© 2009 IBM Corporation 15
15

16. IBM's Open Source Strategy
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
© 2009 IBM Corporation 16