1. © 2004 Guangzhou Middleware Research Centre The information contained herein is subject to change without notice Open Source Opportunities &Challenges 许洪波 教授 广州中间件研究中心 2016-7-1

2. GMRC Introduction(1) South China University Of Technology R&D Centre established on 2004 70+ Full time staff 30% Chinese returnees (US, Canada, UK, Germany, Australia, New Zealand, etc) Focus: middleware Primarily founded by MOST & MOE Initial founding: 54 M ￥ Commercial Revenue: Industry projects & Consultancy R&D Technology Transfer

3. GMRC Introduction (2) -Mission Provide advanced infrastructure software required by Chinese Information Society Establish largest infrastructure software R&D base in Southern China Bridge the gap between China and the world in the domain of middleware

4. GMRC Introduction (3) Key Research Areas Enterprise Application Infrastructure Distributed System Infrastructure & Management Web Services, SOA & ESB Distributed System Mobile Middleware Mobile Content Creation & Distribution Platform Rich Client for Mobile Internet Applications RFID Middleware

5. GMRC’ Contribution to OSS (1) Strong Advocate & Pioneer for OSS in China-Board Member of ObjectWeb A consortium focused on open source middleware backed by world-class companies and R&D centers –E.g. France Telecom, Thales, Red Hat, INRIA considered as strategic by France and Europe –E.g. S3, S4All, Impact, OSMOSE, … the result of more than 10 years R&D investment –E.g. Jonas, Joram with increasing market significance –E.g. Jonas & ObjectWeb on Gartner’s middleware quadrant highly innovative technology –component-based & aspect-oriented system engineering industry-grade code base –J2EE certification –adopted in mission critical systems

6. GMRC’ Contribution to OSS (2) Organizational: –Dedicated team members for OSS activities –GMRC recruits 150+ ObjectWeb Members in two weeks email campaign –Actively contribute to ObjectWeb Chinese site –The GMRC/ObjectWeb cooperation has generated world wide recognition R&D –Dedicated team for OSS technologies and development –Contribute to JonAS development and benchmarking efforts –Bundle C-JDBC, JonAS and other OSS components to GMRC middleware products

7.  Why does it succeed?  A vehicle for fast propagation of technologies  Feedback from Users  Open implementations of Standards are critical for Information Society: Interoperability, Equity  Participate to commoditisation & de facto Standardisation of Infrastructure  Higher control over costs, evolution & security  Enable diverse interests to converge Research, Industry, Business  A New Way to Produce Software  Open Source is a process, not a product.  Copyright to liberate, not to restrain  Collective Invention vs. proprietary  Independence guaranteed  A process to develop Commons  Community at large  Business & Public  Thanks to Shared R&D Why Does OSS Succeed

8. A view from regulation body A Way to Drive Market –Break Monopoly –Commoditization of Competition –Accelerate Time to Market –Prepare Market for New Technologies –Ecosystem & Coopetition

9. Open source business models Direct –Support,Service & Distribution Red Hat, SuSE, JBoss Group Spike Source, Black Duck –Dual licensing –Hardware –Bundle in commercial software Indirect –Marketing –Driving Competition

10. ObjectWeb Initiatives Open-source Components Real-world use-cases Architecture Expertise Promotion & Coordination Research publications Funded R&D Projects Professional Services Proprietary Products Shared R&D Effort Beta-test feedback Open-source branding Product think-tank opportunities Business Network Developer Center IT Publication & Training Higher-education courses Market Trends Sustainable development & business ecosystem

11. OSS Value Propositions Govt Regulation Body –Break Monopoly –Foster Innovation –Create New Biz Oppt. –Standard, Quality & Independence End Users –Increase Productivity –Reduce Cost (license and support cost ) –Break Vendor Lock in –Market Adoption ISV –More profit margins –Coopetition –Accelerate product/service time to market Academia –Research Cooperation –Technology dissemination

12. Open Source And Open Standards A Clear Synergy: Open Standards Gives Open Source –Interoperability –Market Competition –broader acceptance, and non-encumbered IP Open Source Gives Open Standards –Lower entry cost in new technology adoption –control by a community of users –Quality products for main stream adoption

13. Challenges of OSS (1) Users are looking for Stability, Liability and Welfare. –Open Source individuals can ’ t offer this! Users are used to Deal with Legal Actors. –With Open Source, they “ deal with a web page ” ! Users need Governance. –Who formalizes & solidifies Open Source Process? Users are aware of Products because of Marketing / Communication. –Open Source don ’ t!

14. Challenges of OSS (2) Legal –License, IPR, Software Patents  –Liability Process –Project management (road map, resource, deliverables, bug fixes) –Project sustainability –QA Technology –Technology competition (JBoss vs JonAS vs Geronimo?) –Interoperability –Integration

15. Case Study: GMRC OSS Strategy Business Case Implementation Plan Road map for OSS development

16. The Business Case Research –Cooperation in advanced research Dissemination –Use OSS as a vehicle for innovation dissemination and market adoption Product Development –Reduce the investment efforts by shared R&D –Quicker Time-To-Market –Developer Communities Support

17. A step by step approach for OSS adoption Using OSS internally –GForge, CVS, Eclipse Distributing OSS with products –Apache, C-JDBC, JonAS, Tomcat, Jetty Contribute to OSS Communities –JonAS Dev, ObjectWeb Chinese Communities Enhancing OSS with enterprise features –Usability, Interoperability, Quality Assurance

18. Licensing, IPR, Software Patents Choose the license model (GPL, LGPL, Dual License, Mozilla, BSD, Apache, Eclipse) Copyrights Ownerships Governance Policy & Rules

19. Choose Open Source Products Judiciously Consider three key factors: –Maturity of the product/technologies Based on Open Standards? No. Of Reference Sites? No. Of years in production stage? –Developer Community –Commercial Support

20. An example of reliable open source stack Open Source works best for infrastructure –Operating system (Red Hat, SuSE, FreeBSD, …) –Data (MySQL,PostgreSQL Hibernate,C-JDBC…) –Security( Kerberos,OpenLDAP,PGP,…) –Middleware (Apache,Tomcat, Jetty,JBoss, JOnAS,) –Integration (OpenJMS, SwiftMQ, OpenEAI,…) –Presentation (Struts, OpenCMS…)

21. Define workable open source policies Procurement: How open source software is brought into the organization Usage: How and where open source software fits into existing application development Rules of engagement: How internal developers interact with open source communities Source: Michael Goulde Senior Analyst Forrester Research

22. Policy goals Mainstream open source technologies, culture, and methodology Minimize technical and legal risk Reduce need for micromanagement Source: Michael Goulde Senior Analyst Forrester Research

23. GMRC OSS Ongoing Development Offer to Producers & Consumers Quality They Deserve in OSS Domains –Legal Issues – Licenses, IPR method, Liability & Risk management –Business Models – Strategies for big industry, SMEs –Documentation & Information Management – Infrastructure, Life Cycle, Development method, Process and collaborative development –Interoperability –Technical Interoperability, Semantic Interoperability, Organizational Interoperability, Qualified integration stacks –Trustworthy Process –Traceability, Audit, CMM for OSS, Certification –Trustworthy Results –Platform for benchmarks, Test suites Tools e.g. Injectors

24. Thank You http://www.middleware.com.cn Email: hbxu@middleware.com.cn Questions?