ECM and Open Source Software: A Disruptive Force in ECM Solutions
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Transcript of ECM and Open Source Software: A Disruptive Force in ECM Solutions
ECM and Open Source Software: A Disruptive Force in ECM Solutions
Jeff Potts
Practice Director, ECM
Optaros: http://www.optaros.com
Blog: http://ecmarchitect.com
10/15/08 © Optaros 2008. All rights reserved. 2
Background
1994 1997 2002 2006
GroupwareKM/ECM
Open Source ECM
2007 2008
Focu
sTech
Fir
m
2007 Alfresco Community Contributor of the Year
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Agenda
The Rise of Open Source
Open Source & ECM
Significant Players At-a-Glance
Who's Already Using Open Source ECM?
Getting Started
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The Rise of Open Source
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Audience Poll
How many of you use open source in production systems today?
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Answer: All of you do
• 2005 study by Information Week and Optaros showed 85% of respondents acknowledged their use of open source
• Over 50% of enterprises with Oracle users have deployed Linux in production (Burton Group quoting a 2007 survey by the Independent Oracle users group)
Photo Credit: YouTube
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Open source trends
More than half of all web servers (>91 million) run Apache (Netcraft, September, 2008)
~2.0 million total Alfresco downloads (Alfresco, October, 2008)
1.4 million Drupal downloads last year (July 2007 – June 2008)
2.5 million articles (in English alone) on wikipedia, the world's 8th busiest web site according to Alexa (October, 2008)
4 million blogs hosted on wordpress.com which Alexa ranks as #28 (October, 2008)
Drupal and Joomla web sites handle more traffic than 17 of the Fortune 20 corporate sites (Burton Group, 2008)
OS
Database
Web/App Server
Developer Tools
Applications
Cloud/SAAS
Op
en
Sou
rce
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“Open Source is worth $60 billion”
John Powell, CEO, Alfresco (a commercial Open Source company)
Measure of the cost savings by customers who have chosen open source over commercial
ComputerworldUK, May 15, 2008
“Open source is now the world's largest software industry....You measure it in the savings people are making in licence fees....Licence fees don't add any value to the product and are purely a transfer of wealth from consumers to software vendors.”
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Open Source Acquisitions
RedHat acquired JBoss in June, 2006 for $350 million
Citrix acquired XenSource in August of 2007 for $500 million
Yahoo acquired Zimbra in September of 2007 for $350 million
Sun acquired MySQL in January of 2008 for $1 billion
See also “Open Source Gold Rush” blog post by Matt Asay on cnet and “Open Source For Sale” at InformationWeek
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Why our clients choose open source
Better fit• Get what's common “for free”, customize for fit
Standards-based• Skills availability/desirability• Interoperability
Transparency• Source code• Issue tracking• Direction
See also “Why Open Source?” on ECM Architect.
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Don't Build or Buy...
Building custom applications from scratch• Custom solutions that address requirements• Lengthy time-to-market• Maintenance and support difficulties
Buying large packaged applications from large vendors
• Bloated applications• Over-serving the market – only 10% of the
functionality in use• Software doesn’t meet specific enterprise
needs and must be customized significantly• Vendors are difficult to influence and
customers are “locked in”
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...Instead, Assemble
Open source facilitates application assembly• Standards based• Widely used, tested, scalable components• Highly modular• Internationalized
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Open Source & ECM
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Innovation waves - ECM and related Technologies
ArchivingDocumentManagement
KnowledgeMgmt Portal
SmartEnterpriseSuites
Workflow / BPM
Open StandardsOpen Source
Inn
ovati
on
1990 2010
Industry consolidation
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Open Source Content Management
There are hundreds of thousands of open source projects available today
Of those, hundreds are open source content management packages
• Narrow the list to those “enterprise ready” offerings with commercial support
• Segment by language (Java, PHP, Python, Perl)
• Segment by primary use (Community/Portal vs. Repository)
Many open source content management projects focus on WCM
Java P-language
Repository
Community/ Portal
Nuxeo CPS, Magnolia, OpenCMS
Drupal, Joomla, Typo3, Plone
Alfresco, Apache Lenya, Apache Jackrabbit, Jahia
Bricolage, eZ Publish, Zope CMF
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Significant ECM Players
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0
1
2
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Application capabilities
(Larg
e)
en
terp
rise r
ead
iness
Alfresco
sTeam
Contineo
Plone
Nuxeo
KnowledgeTree
Owl
Community
Legend
Open Source Document Management Players
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Open Source Enterprise 2.0 Components
Content Repository
Blogging
Wiki
Search
Collaborative Filtering
Social Networking
Forums / Real-time
COFI
Portal/Presentation
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Alfresco at-a-glance
Founded in 2005 by John Newton• First production release was at the end of June, 2005
Management• John Newton (Co-founder & CTO) – Founder of
Documentum; founding developer of Ingres; 25 years in enterprise software
• John Powell (Co-founder & CEO) – COO of Business Objects; President, Oracle UK; 25 years selling enterprise software
• Kevin Cochrane (VP, Engineering) - Employee #4 at Interwoven, then VP of Product Management (built TeamSite)
• Matt Asay (VP, Business Development) - Founder, Open Source Business Conference; co-founder, Novell’s Linux Business Office; board member, OSI
Engineering• All 11 original engineers came from Documentum
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Alfresco at-a-glance: Functionality
Solid ECM platform• Core content services (Search, Metadata, Security, CIAO)
• Advanced workflow engine (JBoss jBPM)
• Ability to access repository as a file share through CIFS (as well as FTP, WebDAV, SMTP)
• LDAP authentication
• Many API options (Java, JavaScript, FreeMarker, REST, SOAP)
Maturing WCM platform• Technology agnostic• Snapshots, rollback, sandboxes/virtualization• Web forms, multiple renditions• Deployment to test servers, production servers, other instances
Emerging collaboration platform• Supports the Sharepoint Protocol for Office integration• Embedded wiki• Blogs• “Share” client is aimed at team collaboration
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Alfresco Share Screenshot
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Alfresco as SharePoint Killer?
Alfresco's ability to support the SharePoint Protocol is huge
Alfresco Share currently lacks a couple of features popular with SharePoint users
• Custom lists/views• User-defined web forms
Alfresco offers:• Much better scalability (No hard limits in
number of documents or search index, unlike SharePoint)
• Choice at all points in the stack
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Acquia at-a-glance
Founded in 2008 by Dries Buytaert and Jay Batson
Commercial company behind Drupal
Dries started Drupal in 1999 while in college as a “Message Board”
Acquia Drupal is a certified, commercially supported Drupal distribution
Acquia provides commercial support for Acquia Drupal
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Acquia at-a-glance: Functionality
Primarily a “Community” platform• Social networking• Collaborative sites• Intranet applications
Runs best on LAMP
Thousands of modules available• Five star ratings, Content Construction Kit
(CCK), Podcast, Blogs, Forums, etc.
Acquia Network automatically checks for software updates
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Drupal Screenshot
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Liferay at-a-glance
Created in 2000 for the non-profit sector by Brian Chan
Liferay, Inc. is the commercial company behind Liferay
• Commercial support• Professional services
Sun recently made a major investment in Liferay
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Liferay at-a-glance: Functionality
Java-based portal server• JSR-168, JSR-286 compliance• Runs in an application server
Includes basic content management repository
Drag-and-drop portlet arrangement
60+ portlets available OOTB• RSS, Forums, Blogs, Wikis, Polls, Content
Management, Social Networking, etc.
User profiles, SSO, LDAP integration
Infinite number of sub-sites
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Liferay Screenshot
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Who's Using Open Source ECM Today?
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Who's Already There? (Selected Optaros ECM Clients)
McKesson
Procter & Gamble
Activision
Electronic Arts
Sony Pictures
Endeca
EMD Serono
Rodale
Fox Broadcasting
Neiman Marcus
Travelocity
Ackerman & McQueen
Swisscom Mobile
NXP Semiconductor
Lifetime
Cisco
New York Times
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What are they doing?
A lot of:• Intranet 2.0• Document
management• Business Process
Management• Portals• Team Collaboration• WCM
– Community/Web 2.0 sites
– Vignette/Stellent/etc. replacements
Some:• Digital Asset
Management• Records
Management
Not Much:• Imaging• Fixed storage
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Client Case Study: Endeca
The Company:
Building a partner community for innovation
The Challenge:
Assembly Highlights:
180 users the first day, 360 the first week, more than 1000 the first month
Site integrates portal, content, and blog servers with a seamless user interface
Content is personalized to match user preferences
Content approval rules can be adjusted for each department
Reusable assembly for internal Endeca community (e.g. blogging, Wiki)
•Endeca Technologies, a next-generation information access company
• Information access platform is used by many leading companies and government agencies
•Headquarters in Cambridge, MA, USA and operations worldwide
• Create an online knowledge-sharing and collaboration community for employees, customers, and partners
• Provide controlled access to thousands of technical documents, best practices, code samples, case studies, and other content
• Address department-specific requirements for metadata and content approval
• Support future initiatives for interaction and participation
•Meet a 13-week deadline
“The solution that Optaros
assembled for us lets us interact
with our audiences with
speed, flexibility and
differentiation.”
- Colby DyessProduct Manager
Endeca
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Client Case Study: EndecaBuilding a partner community for innovation (Cont’d)
Flexibility:Key Components:
Liferay Portal [JSR-168]
Forums: Liferay Forums
Alfresco: Content Presentation [JSR- 170]
Additional AJAX integration with script.aculo.us, prototype
DWR (Direct Web Remoting) toolkit for javascript
Blogs: Apache Roller
Open Source SoftwareWeb Presentation:
Used to integrate Liferay with Alfresco
Web Services:
Alfresco content repository
JBoss Application Server
Red Hat Directory Server (LDAP) for user and group management
Back-end Components:
Differentiators:
Enterprise 2.0 open source assembly designed for Endeca’s needs and preferences
Content approval rules are adjustable for individual departments using Alfresco's embedded JBPM workflow engine
Enterprise 2.0 stack can be leveraged and reused for Endeca’s internal community site
Loose assembly architecture allows easy replacement of pluggable modules and the ability to experiment
“By offering our customers and
partners a seamless way to
educate themselves and
interact with peers we are creating
loyalty to the site and to Endeca.”
- Colby DyessProduct Manager
Endeca
- Colby DyessProduct
ManagerEndeca
“Endeca customers and partners have been the driving force behind our
initiatives to encourage
relationship building and the
open exchange of ideas and best
practices. EDeN is the culmination of these efforts…”
Differentiation:
Vibrant online community builds stronger relationships with customers and partners
Users can access thousands of technical documents, tools and utilities, code samples, case studies and other content
Metadata tags identify relevant search content to match user profile
Social networking and knowledge-sharing for e-business (blogs for executives and technical staff, feedback, forums)
New participation and collaboration features coming soon
Endeca Search EngineClient Preferred Component
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Endeca EDeN Architecture
Batch Job
SOAP WS
JDBC JDBC
User ProfilesPreferences
Presentation ServicesRSS PortletForums PortletCustom Search PortletsCustom Alfresco Portlets
Site-wide SearchGuided NavigationContent Spotlighting
SOAP WS
LDAP
Custom Content ModelAdvanced WorkflowCustom ActionsMinor Web Client Cust.All File-based Content
CTO BlogEngineer
Blogs
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Early wireframe
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Screen Shots
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Getting Started
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Open Source Challenges
Support• Look for strong communities• Prefer projects with commercial support• Bright side: Choice
Documentation
Nebulous road map• Tends to be much more democratic• Need-driven, developer-driven, not vendor-
driven
Non-traditional sales cycle• Usually minimal marketing and sales budgets• Bright side: Zero acquisition cost means cost of
failure is low
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Evaluating Open Source
Evaluate like you would a commercial vendor• Features• Architectural fit• Support• References• Proof-of-concept/Bake-off• Don't just check boxes: Most of the time, Open
source ECM is on par with commercial offerings
Cost savings should not be your number one driver
• Up-front license outlay will likely be redirected to services
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Measuring “community” strength
Activity• Releases, minor & major• Downloads• Bug/issue log• Posts, responses• Helpfulness• Breadth (code commits, forum activity,
wiki/documentation edits)
Project leadership• Visible, vocal leadership
Committed partners
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Open Source Resources
Blogs• Matt Asay cnet• 451 Group CAOS• Redmonk• ECM Architect• Open Parenthesis• Enter Content Here• John Newton
EOS Directory
Ostatic
Ohloh
JumpBox
RedHat Exchange
Don't write these down. Instead, go to: http://delicious.com/jpotts/opensource_ecm_talk
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Parting Thoughts
“Selectively seed development with RIA, dynamic language, and open source expertise...If you
don’t have a strategy that takes advantage of external services and open source frameworks, then it may be hard to compete with nimbler
competitors.” (Forrester, July 26, 2007)
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About Optaros
We design, assemble & support next-generation Internet solutions for ecommerce and media & publishing clients
We help our clients become more agile and deliver better user experiences to their customers, employees, and suppliers
We do great work100% reference-able98% on-time/on-budgetWe‘re growing$0 $21 million since 2005
Over 200 employees across offices in North America, Bucharest, Geneva, London, Munich, ZurichWe have a rich historyLeadership since 1990 through the client-server, web browser, and “assembly” eras
We’re well capitalized$20 million capitalization