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How Would You Argue for Open Source?
Nate asks: "I am currently working for an international corporation, and the site I am working at was (until very recently) entirely run on Windows. We recently purchased a Solaris server, and I am in charge of setting it up and resetting the global UNIX standard. The problem is that management doesn't want to install software that does not have 24 hour, worldwide support available along with it, yet they want the capabilities that only open source software can provide on a UNIX platform (VNC, OpenSSH, etc..) without spending insane amounts of money. I was wondering how the Slashdot community deals with convincing management that Open Source software is safe to use when creating a global standard, and what your solutions have been to supporting users working with open source software." Two years ago, Slashdot tackled the Enterprise Support question. Now, say you had that particular problem solved and the only thing left is that all-important pitch to Upper Management. What arguments would you use in your attempts to get their approval? What statistics and references would you point to, in order to back everything up?
Show your boss how easy it is to ind online troubleshooting documentation for the various software packages you are proposing to use, as well as documenting the entire install so a monkey could reinstall the software if something breaks.
Your company wants to make sure that anyone who might administer those servers has access to the information they need to fix any problems that come up if the person who initially installed the software falls off the earth.
A 24hour support line is one method of getting that support, you just have to show that there are other less expensive support routes that are just as viable.
If need be remind your boss that it is your ass on the line if something goes wrong with the servers and you'll be the one showing up to work at 4AM on a Sunday to fix the issue.
Do you Gentoo!?
Microsoft's license agreement for Win XP makes it illegal for you to use any desktop remote control software other than Microsoft's built-in stuff. That means that if you use VNC to control an XP box, you are in violation of the license agreement. It also states that you can't access an XP machine from anything other than another XP machine. From the license agreement:
"Except as otherwise permitted by the NetMeeting, Remote Assistance, and Remote Desktop features described below, you may not use the Product to permit any Device to use, access, display, or run other executable software residing on the Workstation Computer, nor may you permit any Device to use, access, display, or run the Product or Product's user interface, unless the Device has a separate license for the Product."
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Sorry, trying to get a "first post", and now for more details.
Anyhow, my tenure has been at a large document and imaging company, a not-for-profit professional organization, entertainment conglomerate, internet security development company, e-learning and training company, a small IT consulting firm, and now a large energy company. The easiest minds, at least I encountered, were at the small companies, less levels of crufty management to deal with. It also counted that I had a bit of autonomy in driving the technology vision, mainly because whatever I was tasked with "had to get done". So, I think size combinied with mission critical decisions may help leverage a case.
The "shouting" match occurred at the entertainment company and at the not-for-profit. The first was in the case of some top brass brought in to trim budgets, where we had everything successfully running on open source stuff (which used to run on expensively leased Sun hardware [E250] and software) but was moved to some discarded Acer desktops and FreeBSD. THe stuff ran better and without any hassles on the open source stuff, but because these jokers couldn't get out of their lease with Exodus for the hardware, I was told to support the Sun environment or walk out the door, I chose the door. The latter, in the not-for-profit, the shouting match there ocurred with one of the three (yes three) IT Directors we had there during my tenure. He didn't like the idea of open source at all, in fact, that old argument of "I can get a manager from Sun on the phone 24x7" for support was met with my retort "yes, but can that manager ever give you a technical solution. WHen was the last time he sat in fron of an E450 wondering what happened to the OS when it took a dump". It was later brought up that the organization supposedly didn't run any open sourced software for important tasks (he'd been there about 4 months at the time) and I think he took a look at our SUn, Windows, and Apple machiens at the time and thought that, but I said... "well, what about Sendmail...", he replied, "well, that's and exception...", "then how about BIND?","um, well", "and Perl?!", "well, that's not... but um..."... suffice it to say, making him look bad during a pissing contest in front of his subordinates in the meeting room was not a good way to intorduce myself. He later quit after not feeling he "fit in" to the organization (that, and he physically assaulted me when a hacker broke in through a few of their misconfigured Windows and Sun servers, then got yelled at by the president of the organization... I think his name was Terry White)
I think the best thing to do is to subtlely play to Open Source software's strengths... I wish you well.
convincing management that Open Source software is safe to use
Most Open Source advocates really need to think about something before they go charging in assuming OSS without vendor support is really better for all situations: Management wants 24x7 support not because they think the software is unstable, but because they cannot afford downtime when that software does fail.
"So what?" you say, "I've been using this stuff for years and I can solve pretty much any problem they might run across. I am 24x7 support!" What happens when you're gone? On vacation? What happens when you get burned out and sick of being the only guy capable of supporting an application that's taken off in the enterprise and now has a hundred installations all over the world? What happens when you have trouble finding someone with the skill sets needed to replace you?
This "guru" support model simply does not scale. This is why management wants 24x7 support: so that no matter what happens to their gurus, they always have a toll-free 800 number to call to get someone that knows what they're doing on the problem. If that person can't solve it, a good maintenance contract might even involve getting the vendor to fly an engineer out there to fix the problem. This is very much about making management feel good about getting the support they need to solve their problems.
The alternative is to spend an exceptional amount of money training a staff equivalent to the staff of the vendor to be just as smart and available as a vendor offering 24x7 support. It's not just about hiring two or three strategically-placed gurus.
Now, with that out of the way, OSS can still work in the enterprise, provided you approach the situation intelligently. Can your organization staff up a support group internally to support this application without requiring a maintenance contract with a vendor? (And can you keep them busy enough to make it cheaper in the long run?) Certain skillsets are pretty common nowadays, such as administration of Apache. It may be perfectly realistic to be able to staff up a small group to support common OSS applications in an enterprise. If someone leaves the company, it's realistic that they can be replaced or someone else trained to fill the vacancy, but you can never count on being able to hire a small army of "gurus" capable of adapting to any OSS application at the drop of a hat. This is very unrealistic (not to mention extremely expensive).
But not all OpenSource projects fit into this category. Frequently they'll be smaller projects that might be used plenty on the Internet, but either because there's a guru out there actually setting it up and administering it (that can adapt to just about anything), or because the author made it exceptionally easy for a novice to get it running. Neither of these options is acceptable in an enterprise setting! Your guru won't be there forever, and your army of novices won't have a clue how to fix a novice-friendly application when it breaks.
The bottom line is that you need to consider your company's true support expenses here: if an application needs 24x7 support, you either need to have a staff of people on-hand to guarantee support for this application (across your enterprise), at a significant expense, or there needs to be a vendor out there willing to assume 24x7 support for a fraction of that cost.
The article mentioned in the parent is a good one... I've used it successfully in several seminars on value proposition of open source software. It's generally been very well received.
As far as arguing with upper management, when I was working in cubeville, I never worried about it. I just implemented it the best way I knew how, and presented it as a completed solution.
Once the solution is in place, nobody ever seems to worry about it. Then at some point in the future, it's easy to point to it and say: "but we've *been* using open source all this time, and don't have problems with it".
I think that's still the most successful implementation strategy. It's the one Microsoft used for pushing Novell out of mid-sided businesses.