Open Source CRM Michelle Murrain, Nonprofit Open Source Initiative March 27, 2008.
Open Source Software You Can Use Michelle Murrain Nonprofit Open Source Initiative MetaCentric...
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Transcript of Open Source Software You Can Use Michelle Murrain Nonprofit Open Source Initiative MetaCentric...
Open Source Software You Can Use
Michelle MurrainNonprofit Open Source InitiativeMetaCentric Technology Advising
May 20, 2008
Outline
What is free and open source software? (very quick)
Stages of open source development Using Open Source software Types of software How to get support Q&A
What is free and open source software?
Software is released under a license that allows:
Access to source code Modification of code Re-release of code (in certain ways that differ by
license) This is free as in 'libre'
Open source software does not have to be without cost to obtain, but almost always is (free as in 'beer')
Many “free” software products are not 'libre' – not open source
Stages of open source development
Pre-Alpha Maybe just a design One or a few developers Usually doesn't work No documentation
Alpha Very first version Usually buggy Still a few developers. No community Little or no documentation
Stages, cont.
Beta Can still be buggy Might have more developers A forming community
Mature Software works well Good documentation (books, even) Good UI (if applicable) Active developer and user communities
I'm going to talk largely about mature software.
Using Open Source Software
There are open source tools you can download right now and use, no matter what your platform, that are useful, mature, secure and easy to use.
If your website is on a Unix or Linux based host – you've been using open source software already.
Some of the software I'll talk about you might implement with help of a provider.
Types of Software
Operating Systems Server software
Fileserver software Web/mail server software Database systems Web application platforms
Desktop applications
About this review
This is not an exhaustive list of all free and open source software that is mature and usable. But it is a good review of most of the software out there that is going to be useful to nonprofit organizations.
There are two common, mature open source operating systems...
Linux RedHat/Fedora Debian Ubuntu
Kubuntu Edubuntu others
Mandriva SUSE and many, many
others...
BSD FreeBSD OpenBSD NetBSD Darwin (Basis of Mac
OS X – based on FreeBSD)
a few others, not much used
Operating Systems
Linux and BSD are very mature and strong on the server/appliance side
Varied flavors of Linux are used in network and security appliances
Linux and BSD are virtually ubiquitous in web hosting environments, from virtual host companies, to large enterprises (like Yahoo and Google.)
How to get Linux
There are commercial versions of Linux that include enterprise-level support (RedHat, Novell, Ubuntu)
You can buy a box sometimes (relatively inexpensive) in a store (may come with installation support.)
Download an ISO from the website of the distribution or a mirror, either directly or via bittorrent (won't come with any support except community support.)
Buy a CD from OSDisc, or another vendor (also won't come with support – these just duplicate the CDs from the websites – so they are cheap if bandwidth is an issue.)
Server Applications
Samba – allows Linux to act as a Windows file and print server – very mature
Mailman – mailing list manager Applications for internet services and systems
administration very mature, some in use for 15 years or more
Server Applications
LAMP (Linux, Apache, MySQL, PHP/Perl/Python)
This has become an industry standard web application development stack
Included in all unix-based virtual hosting services.
Each component of the stack is Mature PHP/Perl/Python are programming languages
Ruby on Rails Newer web framework that is gaining steam.
Uses the Ruby language.
Server Applications
Apache – industry standard web server. It runs twice as many webservers as the closest competitor (MS IIS).
MySQL – very popular database server PostgreSQL – considered as good as Oracle
by many Tomcat – project of Apache, used for running
Java web applications
Server Applications
Web platforms/CMS Drupal Joomla Plone These three have become standard. They have
overlapping feature sets, and they are differently customizable. But all are very solid CMS platforms
Others: Typo3 Alfresco
Blogging platforms
Wordpress – specialized for blogging – the others can be used that way, but if all you want is a blog – Wordpress is great.
Movable Type – newly open source, also specialized for blogging
Server Applications: Business Processes
SQL-Ledger – server-based accounting package
CiviCRM – server-based CRM/Fundraising package
SugarCRM – server-based enterprise CRM package
Desktop Software
Mozilla Suite (all platforms) Firefox Thunderbird Spinoffs:
Flock Camino (Mac browser) Sunbird (Calendaring - not so mature)
Open Office (all platforms) Adium (Mac OS X) GIMP
Open Office
Has word processor, spreadsheet, presentation program, drawing program, HTML and XML editors, and a database.
It will read and write Microsoft Office formats (except Office Open XML).
It uses open standards for native document formats
It exports PDFs OO Base ≠ Access (way too immature)
Desktop Linux
As of 2008 – good everyday operating system for some desktops
Ubuntu 8.04 probably the best bet Xandros, Fedora, Linspire, SUSE, others There will be snags
Hardware drivers some proprietary formats missing or immature software
For Whom?
Great for Email/Web stations Great for Kiosks Great for staff who only need the basic apps Probably not for most power users (unless they
are serious developers) Not for creatives – graphic, publishing, media
applications are lacking Great for developers
What FOSS is being used in nonprofits?
A recent NOSI survey found: 60% of respondents used FOSS on webservers 80% used FOSS on Windows desktops (largely
Firefox) Many fewer (~20%) used FOSS as a desktop
operating system
What are the barriers to FOSS adoption
1)Familiarity with proprietary tools
2)Lack of support
3)Lack of staff expertise
4)Lack of training
How to get support for FOSS
Evolving support model Developer and user communities – this was the
traditional, “self-help” model of technical support – this is, for many nonprofits, not enough support for implementation
Consultants and trainers Companies (RedHat, MySQL, Canonical) In our space: Technology Providers are
increasingly working with FOSS
Next Steps
Try Firefox if you haven't yet Try out Open Office Try running a “liveCD” of Linux – a way to do
a test drive on your computer without installing anything
Have a need for simple email/web stations? Don't want to buy new hardware? Think of using Linux with older hardware.
Resources
http://wiki.metacentric.org/ - list of links for software mentioned here, and other resources.
http://nosi.net/projects/primer - Updated Open Source primer written in 2007.
http://nosi.net - NOSI's website.