Source Software Open Open Source Business Opportunities for Canada’s Information and Commu

Open Source Business Opportunities for Canada’s Information and Communications Technology Sector (ICT) -A Collaborative Fact Finding StudyAppendicesThis report was prepared under the sole responsibility of the contractor. It does not necessarily reflect the view of the Government of Canada clients, nor does the Government of Canada accept responsibility for the accuracy or completeness of information contained herein.Authorization is granted to use, copy and distribute the report, but only if authorship credit is givento e-Cology Corporation.e-Cology CorporationSeptember, 2003Source Software OSSIn CanadaO p e nContents6.Appendices (3)6.1.Appendix A – Online Questionnaire (3)6.2.Appendix B - Summary of Questionnaire Response Data (10)6.3.Appendix C – Interview Protocol and Information Collection Form (15)6.4.Appendix D – Profiles of OSS Companies (16)6.4.1.Candidate Companies (16)6.4.2.Active State (18)6.4.3.CGI (20)6.4.4.Concept Solutions Corp (22)6.4.5.Emergence by Design (23)6.4.6.Etraffic Solutions Inc (25)6.4.7.IBM Canada (27)6.4.8.Innovision Consulting Inc (29)6.4.9.Linux Business Solutions (30)6.4.10.Macadamian Technologies (31)6.4.11.Momentum IT Group (33)6.4.12.Open Concept Consulting (34)6.4.13.Palomino System Innovations Inc (35)6.4.14.PostgreSQL (36)6.4.15.Roaring Penguin Software (37)6.4.16.Smaller Solutions (38)6.4.17.Starnix (39)6.4.18.Teledynamics Communications (40)6.5.Appendix E - Open Source Licenses: Detailed Descriptions and Conditions of Use (41)6.5.1.Gnu General Public License (GPL), version 2, June 1991 (41)6.5.2.GNU Lesser General Public License (LGPL), version 2.1, February 1999 (44)6.5.3.Zope Public License (ZPL), version 2.0 (48)6.5.4.Berkeley Software Design (BSD) License, 1998 (51)6.5.5.Massachusetts Institute of Technology (MIT) License (53)6.5.6.Apache Software License, version 1.1, 2000 (55)6.5.7.Artistic License (57)6.5.8.Mozilla Public License (MPL) (60)6.6.Appendix F - Scenario Workshop Proceedings (65)6.7.Appendix G - Glossary (72)6.8.Appendix H – References and Bibliography (73)6. Appendices6.1. Appendix A – Online QuestionnaireOpen Source Business Opportunities for Canada -A Collaborative Fact Finding Studywww.e-cology.ca/canflossCanadian Supply and Demand Profile QuestionnaireFor background information to this questionnaire please refer towww.e-cology.ca/canfloss/questions_home_e.htmlA. Identification (required fields*)First Name* AddressLast Name* City*Title ProvinceDepartment/Business Unit Postal CodeParent Organization* Phone NumberEmail Address* WebsiteParent Organizational ProfileNumber of full time employees< 20 20 – 99 100 – 499 > 499Annual Gross Revenue or Budget<$4.9M $5M - $24.9M $25M - $49.9M >$50MAnnual IT Expenditure< $500K $.5M - $.9M $1M - $5M >$5MPercent Exports< 24.9% 25% - 49.9% 50% - 74.9% >75% - 100% MissionSectorBanking Financial Services Manufacturing Retail Government-Federal Government-Provincial Government-Municipal Government-Other Education Health NGO Information Technology Telecommunications Entertainment OtherB. Open Source Software ApplicationsPart B of the questionnaire is made up of five sections each representing a different usage scenario for open source software.B 1. Please identify the externally developed open source software currently being used in your organization.This section refers to open source applications currently being used in your organization, which were developed outside of your organization.a) For each relevant application, please select the type of application from the pull downmenu, thenb) Enter the name of the application in the space provided, lastlyc) In the case of less well known applications, please enter the URL for a websitedescribing the application in the space provided.Type of Application Name of Application Application Website Choices offered for Type of Application:NoneCore Business ApplicationOffice AutomationDevelopment ToolProgramming LanguageApplication Server SystemEmbedded SystemSecurity SystemOtherB 2. Please identify any open source software developed by your organization solely forits own use.This section refers to open source based applications developed by solely for use in your organization and not being shared or sold to other organizations.a) For each relevant application, please select the type of application from the pull downmenu, thenb) enter the name of the application in the space provided, thenc) select the software license that applies from the pull down menu.Type of Application Name of Application LicenseChoices offered: None Choices offered: NoneCore Business Application Office Automation Development Tool Programming Language Application Server System Embedded System Security SystemOther ApacheGPLLGPLBSDMozilla (MPL) OtherB 3. Please identify any open source software developed by your organization for internal use that is being shared externally.This section refers to open source based applications developed by your organization for internal use and shared at no cost with other organizations.a) For each relevant application, please select the type of application from the pull downmenu, thenb) enter the name of the application in the space provided, thenc) select the software license that applies from the pull down menu.Type of Application Name of Application LicenseChoices offered:NoneCore Business Application Office Automation Development Tool Programming Language Application Server System Embedded System Security SystemOther Choices offered: NoneApacheGPLLGPLBSDMozilla (MPL) OtherB 4. Please identify any open source software developed by your organization for commercial purposes.This section refers to open source based applications developed by your organization with the objective of generating direct or indirect revenue.a) For each relevant application, please select the type of application from the pull downmenu, thenb) enter the name of the application in the space provided, thenc) select the software license that applies from the pull down menu.Type of Application Name of Application LicenseChoices offered:NoneCore Business Application Office Automation Development Tool Programming Language Application Server System Embedded System Security System Choices offered: NoneApacheGPLLGPLBSDMozilla (MPL) OtherOtherB 5. Please identify any proprietary applications running on open source platforms in your organization:Please identify any commercial proprietary applications developed or acquired by yourorganization that operate on open source platforms such as Linux and Apache.a) For each relevant application, please select the type of application from the pull downmenu, thenb) enter the name of the application in the space provided, thenc) in the case of less well known applications, please enter the URL for a websitedescribing the application in the space provided, lastlyd) enter the name of the OSS platform it operates onOSS Platform Name Type of Application Name of Application ApplicationWebsiteChoices offered:NoneCore Business ApplicationOffice AutomationDevelopment ToolProgramming LanguageApplication Server SystemEmbedded SystemSecurity SystemOtherC. Open Source ServicesC 1. Services PurchasedPlease check the box beside each of the open source related services your organization purchases.q Application implementation q Application developmentq Data Interchange Services q Application Service Providerq Location and Directory Services q Desktop servicesq Operating System Services q Network Servicesq System & Network Management Services q Security Servicesq Transaction Processing Services q Trainingq OtherC 2. Services Donated to an Open Source CommunityPlease check the box beside each of the following services your organization provides at no costto support, enhance or develop open source solutions.q Application development q Application implementationq Application Service Provider q Data Interchange Servicesq Desktop services q Location and Directory Servicesq Network Services q Operating System Servicesq Security Services q System & Network Management Services q Training q Transaction Processing Servicesq OtherC 3. Services SoldPlease check the box beside each of the following services your organization provides with thegoal of generating direct or indirect revenue.q Application development q Application implementationq Application Service Provider q Data Interchange Servicesq Desktop services q Location and Directory Servicesq Network Services q Operating System Servicesq Security Services q System & Network Management Services q Training q Transaction Processing Servicesq OtherD. Open Source Strategic ConsiderationsD 1. Open source software:Strongly disagree Disagree Agree Strongly AgreeIs a good fit with enterprise strategic IT architectures.q q q qCan coexist with proprietary commercial software.q q q q Embodies open standards critical to technology advancement and flexibilityq q q q Provides application portability and data integration.q q q qD 2. Which of the following business drivers do you believe to be key to the adoption of open source:q Concerns regarding system security q Achieving vendor independenceq Improving system capabilities q Fostering technology innovationq Reducing costs q Improving the skill base of IT personnel.q CommentsD 3. Which of the following benefits does your organization believe open source is capable of providing:q Cost reduction q Improved productivityq Improvedcompetitivenessq Greater securityq Greater flexibility q Our organization does not believe open source will providesignificant business benefitsq CommentsD 4. Please rate the overall level of maturity of open source for business use (choose one): q Open source is still bleeding edge and not ready for business use.q Only some "infrastructure" open source applications such as webservers, firewalls and data servers are sufficiently mature for business use.q There are sufficient, mature applications that open source solutions should be given equal consideration to proprietary applications in all areas of the business.CommentsD 5. Over the next five years, the use of open source solutions will:q Decrease significantly Decrease Increase Increase significantlyq for the desktop market.q for the middleware or backoffice systems.q for networking.q for embedded systems.CommentsD 6. Over the next five years, the use of open source related services will:q Decreasesignificantly q Decrease q Increase q IncreasesignificantlyCommentsD 7. Canadian Federal Government IT procurement policy should include the option of open source solutions.q Strongly disagree q Disagree q Agree q Strongly Agree CommentsE. Additional QuestionsE 1. If you would be amenable to a telephone interview please enter a telephone number at which you can be reached during office hours.Telephone numberE 2. Case studies on Canadian open source development, use and business strategy are being sought. If you would like to volunteer a project or your organization as a candidate for the write-up of a case study, please check the following box.Please add any additional comments you would like to make.<END OF QUESTIONNAIRE>6.2. Appendix B - Summary of Questionnaire Response DataA. Parent Organizational Profile183Profiles completed by May 15, 200357% <20employees15% 20-99 8% 100-499 20% >49960% <$4.9M grossrevenue9% 5 - $24.9M 4% 25 - $49.9M 19% >$50M62% <$0.5M annualIT expenditure6% 0.5 - $0.9M 10% 1.0 - $5.0M 14% >$5.0M 69% <25% exports 6% 25 - 49% 3% 50 - 74% 8% 75 - 100% Sector1% Banking 11% Gov-Federal 11% Education 6% Telecomm2% FinancialServices 2% Gov-Provincial1% Health 1% Entertainment5% Manufacturing 1% Gov-Municipal1% NGO 2% Other2% Retail 0% Government-Other 55% InformationTechnologyB. Open Source Software ApplicationsPart B is made up of five sections each representing a different usage scenario for open source software.B1 - identify the externally developed open source software currently being used in your organization.This section refers to open source applications currently being used in your organization, which were developed outside of your organization.B1 – External Applications831Responses 163RespondentsMost Common Applications21% Core business 11% Apache11% Officeautomation9% Openoffice14% Developmenttool5% Perl15% Programminglanguage4% MySQL16% Applicationserver6% PHP1% Embeddedsystem1% PostgrSQL6% Securitysystem3% Mozilla16% Other 10% LinuxB2 - identify any open source software developed by your organization solely for its own use. This section refers to open source based applications developed by solely for use in your organization and not being shared or sold to other organizations.B2 – Internal Dev & Use77Responses 48RespondentsMost Common Licenses39% Core business 1% Apache18% Officeautomation32% GPL18% Development8% LGPLtool1% BSD0% Programminglanguage0% MPL4% Applicationserver4% Other5% Embeddedsystem6% Security53% Blanksystem9% OtherB3 - Identify any open source software developed by your organization for internal use that is being shared externally. This section refers to open source based applications developed by your organization for internal use and shared at no cost with other organizations.B3 - Internal Dev & Sharing 58Responses 41RespondentsMost Common Licenses24% Core business 2% Apache53% GPL14% Officeautomation12% LGPL14% Developmenttool2% Programming7% BSDlanguage2% MPL16% Applicationserver12% Other9% Embeddedsystem12% Blank7% Securitysystem16% OtherB4 - Identify any open source software developed by your organization for commercial purposes. This section refers to open source based applications developed by your organization with the objective of generating direct or indirect revenue B4 - Internal Dev for Sale 57Responses 31RespondentsMost Common Licenses26% Core business 5% Apache28% GPL9% Officeautomation11% LGPL11% Developmenttool5% BSD0% Programminglanguage0% MPL21% Applicationserver40% Other0% Embeddedsystem11% Blank16% Securitysystem18% OtherB5 - Identify any proprietary applications running on open source platforms in your organization: Please identify any commercial proprietary applications developed or acquired by your organization that operate on open source platforms such as Linux and Apache.B5 - Proprietary on OSS 162Responses 71Respondents28% Core business19% Officeautomation14% Developmenttool6% Programminglanguage11% Applicationserver1% Embeddedsystem2% Securitysystem19% OtherC – Open Source ServicesC1 - Check the box beside each of the open source related services your organization purchases.C1 - Services Purchased 233Responses 89Respondents12% Application development 9% Network Services11% Application implementation17% Operating System Services5% Application Service Provider6% Security Services4% Data Interchange Services8% System & Network Management Services 5% Desktop services12% Training2% Location and Directory Services2% Transaction Processing Services9% OtherC2 - Check the box beside each of the following services your organization provides at no cost to support, enhance or develop open source solutions.C2 - Services donated 224Responses 83Respondents26% Application development 10% Network Services13% Application implementation 9% Operating System Services4% Application Service Provider 6% Security Services4% Data Interchange Services 7% System & Network Management Services 4% Desktop services 16% Training2% Location and Directory Services 0% Transaction Processing Services0% OtherC3 - Check the box beside each of the following services your organization provides with the goal of generating direct or indirect revenue.C3 - Services sold 441Responses 90Respondents15% Application development 10% Network Services14% Application implementation 9% Operating System Services7% Application Service Provider 8% Security Services6% Data Interchange Services 9% System & Network Management Services 6% Desktop services 10% Training2% Location and Directory Services 2% Transaction Processing Services3% OtherD. Open Source Strategic ConsiderationsD1. OSS Strategy 176ResponsesStrongly disagree Disagree Agree Stronglyagree2% 3% 27% 68% OSS Is a good fit with enterprise strategic IT architectures. 2% 1% 37% 60% OSS can coexist with proprietary commercial software. 2% 3% 16% 79% Embodies open standards critical to technologyadvancement and flexibility3% 2% 28% 67% OSS provides application portability & data integration.D2. Which of the following business drivers do you believe to be key to the adoption of open source: D3. Which of the following benefits does your organization believe open source is capable of providingD2. OSS Business drivers 660Responses D3. OSS Benefits 641Responses16% Security 25% Cost reduction21% Independence 17% Improved productivity15% System capabilities 17% Improved competitiveness14% Innovation 18% Greater security23% Costs 22% Greater flexibility11% Skills 2% No benefits22% Comment 16% CommentsD4. Rate the overall level of maturity of open source for business use (choose one): D6. Over the next five years, the use of open source related services will:D4. OSS Maturity 174Responses D6. By 2008, OSSwill:175Responses1% Immature 1% Decrease significantly21% Partial 1% Decrease78% Mature 40% Increase59% Increase significantlyD5. Over the next five years, the use of open source solutions will:D5. By 2008, OSS solutionswill:174ResponsesStrongly decrease Decrease Increase Stronglyincrease0% 2% 49% 49% for the desktop market1% 1% 29% 69% for back office systems1% 1% 35% 64% for networking1% 1% 33% 63% for embedded systemsD7. Canadian Federal Government IT procurement policy should include the option of open source solutions. D7. Should GoC incude OCC 178Responses1% Strongly disagree 2% Disagree9% Agree88% Strongly agree6.3. Appendix C – Interview Protocol and Information Collection Form Information Collection Sheet:NameOrganizationCityTitle: Technical/Management/ExecutiveSector: Banking, Government-Federal/Provincial/Municipal, Education,Entertainment, Financial Services, Health, Manufacturing, NGO,Education, Retail, Information Technology, Industry Other IndustryClassification: Consumer/DeveloperAsk opinion and understanding of initial themes:Themes:• Specific products – used and/or developed and/or donated• Business strategy – making money, how to sustain profit: some cues are: § imbed OSS component in proprietary product§ enhance an OSS product and make it proprietary§ reduce cost of development by using OSS methods and tools • Internal culture – OSS part of your environment?• External culture – do you participate in …? Importance of?• Open Standards – awareness? Relationship with on OSS? Diversion?• Future trends – OSS, applications? Microsoft? Hackers?• Intellectual property IP, software patents, necessary or threat?• Government – suitable role? Stance, passive or active? Suggestions?What have we missed?Infer during the interview, level of:Awareness: 0.0 – 1.0Understanding: 0.0 – 1.0Commitment: 0.0 – 1.0Action: 0.0 – 1.0Quotations:1.2.6.4. Appendix D – Profiles of OSS Companies6.4.1. Candidate CompaniesThe following is a list of companies profiled in the Study.Active State CGI Concept Solutions Corporation Emergence by Design Inc. Etraffic Solutions Inc. IBM Canada /ca/enInnovisions Inc. Linux Business Solutions Macadamian Corporation Momentum IT Group Open Concept Consulting www.openconcept.caPalomino System Innovations PostgreSQL Roaring Penguin Smaller Solutions www.smallersolutions.caStarnix Inc. Teledynamics Communications Inc. Companies identified and contacted, but without confirmation of status or response as of the reporting date of this version of the Study are listed below.Alta Terra Technologies Inc. Artshouse Ati Technologies Avalist Networks Inc. Beonix Clarity Solutions www.clarity.caContec Innovations Inc DB Groups Display Works Inc DRUID Enterprises Ltd. www.druid.caEcmarket e-complex Endura Manufacturing Company Ltd.. www.endura.caExitCertified Corporation Flora www.flora.caGiffin Scientific Inc. Infonium Inc. Innovision Consulting Inc Intelliware www.intelliware.ca Internerworks www.internetworks.ca Intrinsyc Software IT Collaborative Jammicron Technology Corporation Libranet Linux Magic LIPSO Systèmes LQT Systems Inc www.lqt.caMicromax Microtronix Datacom Ltd. MRF Geosystems Nexus Group ntropiX Inc Nuratek OLLwin International Openflows Networks Ltd. Opersys Inc Orchestream - now MetaSolv Canada OSCAR – McMaster University Peaceworks Computer Consulting www.peaceworks.ca Platform Computing ShockWare Inc. Sibername Simian Systems www.simian.caSolution Inc Steam Balloon Wizard IT Services www.wizard.ca 6.4.2. Active StateName ActiveStateCorporate Address ActiveState Corporation#400 - 580 Granville Street.Vancouver, BC, V6C 1W6 CanadaPhone: 604.484.6400, Fax: 604.484.6499Parent Organization ActiveStateOwnership Privately heldYear Incorporated 1997Stock Exchange N/AWebsite Corporate Overview ActiveState is a global leader in applied open source software.Over 70% of the Fortune 500 depends on ActiveStatetechnology, which ranges from programming tools to messagemanagement. Their products and services enable ITprofessionals and enterprises to increase productivity and reducecorporate riskOSS Business Strategy Revenue for ActiveState is based on sale of solutions withproprietary added value enhancements on open sourceplatforms. Custom development is also offered.Clients ActiveState customers include over 70% of the Fortune 500,including 3COM, Compaq, Disney, GTE, Honda, HP, IRS,Microsoft, Motorola, Newscorp, Rational, Rockwell, SAS, andUSWest. Customers range from individual programmers to largeenterprises, and include most of the major platform vendors.ActiveState has provided over two million downloads in the pastyear, and average over one million visitors to their website eachmonth.Full Time Employees 80Annual Gross Revenue $7,000,000Percent Exports > 90%Sector AllOpen Source Community Participation Perl, Python, Tcl, PHP, Mozilla, Sendmail, Apache, SpamAssassinProducts • ASPN Perl Bundle - Perl Dev Kit, Komodo, and VisualPerl, plus valuable Perl resources, in a single, value-priced bundle• ASPN Tcl Bundle - Tcl Dev Kit and Komodo, plusvaluable Tcl resources, in a single, value-priced bundle• Komodo - Professional IDE for open source languages,for Linux and Windows• Perl Dev Kit - Suite of essential tools for Perldevelopment• Tcl Dev Kit - Suite of essential tools for Tcl development,based on TclPro• Visual Perl - Perl development environment plug-in forVisual Studio .NET• Visual Python - Python development environment plug-infor Visual Studio .NET• Visual XSLT - XSLT development environment plug-infor Visual Studio .NET• PureMessage (formerly PerlMx) - Anti-spam, anti-virus,and email policy filtering gateway• PerlASPX - Use Perl for dynamic content on Web servers• PerlEx - Speed up Perl on Windows-based Web servers Products Language Distributions:• ActiveCD - ActivePerl, ActivePython, and ActiveTcl, plusready-to-license tools• ActivePerl - Free, binary distribution of Perl for Linux,Solaris, and Windows• ActivePython - Free, binary distribution of Python forLinux, Solaris, and Windows• ActiveTcl - Free, binary distribution of Tcl for Linux,Solaris and Windows Programming Resources• ASPN Open - Free, online programming information foropen languagesServices • Enterprise Support - Comprehensive enterprise supportpackages for deploying and managing open languagesin the enterprise• OEM Redistribution - OEM programs for redistributingActiveState tools and languages• PureMessage Reseller Partner Program - Forcompanies who wish to integrate and resellPureMessage (formerly PerlMx), an industry-leadingemail filtering system for spam & virus protection• Professional Services - Customized Perl solutions from aworld-class development team• Training - Onsite courses in introductory, intermediate,and advanced Perl and Tcl programming6.4.3. CGI• Public Works and Government Services Canada (PWGSC);• Citizenship & Immigration Canada;• Canada Customs & Revenue Agency;• Province of Quebec;• Province of Ontario;• Province of New Brunswick;• Province of Alberta; and• Territory of Nunavut.Open Source Community Participation CGI members have contributed to Open Source organizations such as the Ottawa Linux User Group and have participated in a range of Open Source projects including a Linux showcase with Oracle for federal government IT executives and managers, and one of the founding editors of the international Linux Step-By-Step project.Products CGI is vendor-neutral; it does not normally sell product. Services CGI service offerings related to Linux and Open Source include:• Consulting;• Needs assessment;• System design;• Integration;• Custom development; and• Service and support (including outsourcing).6.4.4. Concept Solutions Corp.Name Concept Solutions CorpCorporate Address 623 Kent Road Victoria BC V8Z 1Z2Telephone 250-381-2425Website Parent Organization N/AOwnership Privately heldYear Incorporated 1999Stock Exchange N/ANumber of employees 2Annual Gross Revenue None yetPercent Exports None yetCorporate Overview Concept Solutions is in a starting-up phase, developing productfor future release based on open source technologies, to becomplemented by training courses.OSS Business Strategy Revenues are to be based on providing services on open sourcetechnologies. This includes support and training courses. Sector The targets will be small and medium sized businesses Clients None yetOpen Source CommunityContributing Editor on Perl for ParticipationProducts In development stageServices Still in planning stage。