Welcome!

Linux Containers Authors: Yeshim Deniz, Elizabeth White, Liz McMillan, Automic Blog, Pat Romanski

Related Topics: Linux Containers, Open Source Cloud

Linux Containers: Article

Seven Keys to Success with Linux

A Linux migration and adoption is a journey, not a destination

The Linux operating system materialized through the work of Linus Torvalds, a Finnish student who introduced the first release in 1991 as an open source version of UNIX for x86 PCs. Although it wasn't the first open source version of UNIX, the unique advantages of Linux soon attracted a following, and it quickly emerged as a viable operating system alternative. The combination of x86-based virtualization and the widespread adoption of Linux eventually opened the door to a new era of business computing, fueling major changes to today's business information technology landscape.


Seven keys to success:

  1. Define business level objectives.
  2. Survey the application landscape.
  3. Develop a scalable infrastructure blueprint.
  4. Identify the right project.
  5. Conduct pilot studies.
  6. Start the production rollout.
  7. Transition to continuous process improvement.

Today almost every organization has open source technology somewhere in their IT environment, usually in the form of Linux. For example, Linux provides the underlying plumbing for much of the Internet and World Wide Web. In short, Linux has arrived as a mainstream operating system for organizations everywhere and it now plays an integral role in business computing.

While Linux has become a mainstream business technology, it's not foolproof. Successful Linux migrations should be well planned and deliberately executed. Although there's no real substitute for qualified and experienced Linux professionals - with basic IT competency your organization can follow these steps for a successful Linux migration.

Seven steps for successful Linux and open source adoptions:

1. Define Business-Level Objectives
To begin, you should understand your organization's business strategy. Find a pragmatic balance between the applications that represent parity services for your organization and those that serve your business strategy and provide a competitive advantage. From there, you can define your business-level objective and align your business needs with your IT capabilities and expected workloads. Doing this work at the outset helps you to ensure flexibility, stability, and sufficient performance to meet your business objectives at the lowest cost of ownership while avoiding vendor lock-in.

2. Survey the Application Landscape
Next, survey your application landscape. At one time, not every application could be moved to Linux, so you didn't have the option of skipping this step. However, virtually all applications today run on Linux or have suitable Linux equivalents. Nevertheless, this important step lets you rationalize your application environment: separate the applications that perform useful work from the applications that consume resources but are never or rarely used - also known as "shelfware."

In addition to eliminating shelfware, you want to cull overlapping and redundant applications. Again, they take resources without advancing your business-level objectives. Finally, this gives you an opportunity to identify and document the interrelationships between applications and systems so you understand the various dependencies between them, such as applications that require data processed by other applications.

3. Develop a Scalable Infrastructure Blueprint
If, after you examine your current application environment, you find that you can directly apply Linux and open source to your business and its computing requirements, you should begin developing an appropriate Linux infrastructure blueprint. Because Linux and open source have spawned new approaches and methods for deploying your application infrastructures, you have a surprising number of choices. At this point, you want two things from your infrastructure: a solid, reliable base on which to run your applications and - since every business intends to grow - a scalable, flexible, extensible, and dynamic platform that can grow and change with your business.

4. Identify the Right Project
This step is more complicated than merely choosing one of the applications from the first step. For this, you'll need your financial analysis and management skills. To move forward, secure management commitment and executive-level sponsorship from the outset. You don't want to start this level of infrastructure change without support from top management and a specific, named champion at the top. Generally, it's easiest for you to secure this level of management support through an objective financial analysis that documents proper validation and justification for the business-level objectives you identified in the first step. You'll need to identify the business drivers and assess the return on investment (ROI) and total cost of ownership (TCO) considerations and implications, making sure to document both the hard and soft dollars involved.

5. Conduct Pilot Studies
Next you'll begin the technical work. Surprisingly, the success of the migration rollout depends not only on the organization's understanding of the importance of Linux and open source but also on all the ramifications of the technical changes facing the company. To that end, you'll want to conduct pilot studies and build appropriate interoperability labs that will provide the necessary training, usability studies, and technical validation to ensure project success. This is your first chance to discover the technical and operational issues that could delay or derail the project. (If your migration project is destined to be delayed or canceled completely, it's best that you discover it during the pilot study before you commit to the full expenditure.) To reduce the likelihood of problems leading to delay or failure, you'll also want to set up and test ongoing project management and risk management processes. This includes assembling your application testing labs, refining your change management processes, and initiating training and team building efforts.


To move forward, secure management commitment and executive-level sponsorship from the outset. You don't want to start this level of infrastructure change without support from top management and a specific named champion at the top. Linux and open source adoption requires forethought on how to manage logistics such as scheduling servers and data to be migrated, notifying users of planned outages, responding to user inquiries, and having processes to resolve reported software problems and errors.


6. Start the Production Rollout
Once you have the pilots and labs working and generating feedback, it's time to start the production rollout. You have a couple of options. You could try a "Big Bang" rollout, in which your company attempts to do it all at once, but experts don't generally recommend that approach. Instead try a staged, controlled, and well-managed rollout. Linux and open source adoption requires forethought on how to manage logistics, such as scheduling servers and data to be migrated, notifying users of planned outages, responding to user inquiries, and having processes to resolve reported software problems and errors. You may still encounter some problems, although you should already have caught most of them in the previous step. In addition, you'll want to automate as much of the rollout as possible. You can do this by using standard application and system configurations, plus a standard operating environment, which should be your selected Linux distribution. In some cases, you might choose to run the new and old systems in parallel, although this requires more effort and entails some increased risk, particularly the risk of inconsistent data.

7. Transition to Continuous Process Improvement
After you deploy, you'll transition to continuous process improvement and consistent management and operational processes. Both the business and technology groups must take all reasonable steps to use established methods of success, accurate financial analysis, and process improvement and controls. That means identifying process improvements, practicing consistent management, and applying proven best practices.

Finally, don't forget the "Golden Rule of Infrastructure Management" - simple and well-designed infrastructures shouldn't require extensive management tools. Don't try to compensate for a poor design and implementation with extensive management tools, because even the best management tools can't simplify a poorly designed infrastructure.

Linux Offers Choice
In the end, a Linux migration and adoption is a journey, not a destination. And although it may seem that transitioning away from your current computing environment is too daunting, this is truly an opportunity to build a better application infrastructure for your organization's long-term success. However, Linux and open source won't magically create a self-governing computing infrastructure. You should still make every effort to enforce the management controls and processes that allow open source computing to thrive. Adopting industry standards increases your ability to take advantage of future innovations. By using industry standards as a basis for selecting the best solution for your environment, you will find that those solutions will provide the right balance between cutting-edge innovation and proven industry approaches and strategies.

Finally, Linux and open source adoption is not an all-or-nothing proposition. The goal of adopting Linux and open source is to optimize the organization's computing infrastructure in the most economic way possible. This might mean having a mix of Linux and non-Linux solutions. That's part of having choice, and in the end it's what Linux and open source are all about - having choices.

Advantages of Linux
Open source technology licensing is neither new nor radical. It has been part of computer science programs since the 1960s, offering organizations everywhere access to a worldwide software development community - not captive to any one entity - thereby sharing global expertise and continuous innovation and enhancement. As open source technology, Linux is freely accessible - though not necessarily free. Popular versions of Linux typically entail fees of one sort or another.

Even so, its low cost is the primary benefit for many people. Linux radically reduces the cost of computing through its low cost for deployment, better price/performance, and lack of dependence on any single vendor. Companies can rack up substantial savings in terms of hardware costs alone, since organizations can deploy Linux across inexpensive commodity hardware, such as cheap x86 machines. As a result, implementation and maintenance costs can be much less than the total cost of ownership associated with some proprietary technology.

In addition to these inherent savings, Linux also provides:

  • Excellent price/performance
  • Vendor independence (avoiding vendor lock-in)
  • Broad ecosystem of vendors, applications, and support
  • Enterprise-class portability, flexibility, and scalability

More Stories By Mark Teter

Mark Teter is the Chief Technology Officer at Advanced Systems Group. He is an internationally recognized authority on information technology who regularly advises IT organizations, vendors, and government agencies on a broad range of information management issues. Each year, Mark conducts dozens of seminars and training programs for corporate and government institutions. He sits on several financial industry advisory boards and has recently published Paradigm Shift: Seven Keys of Highly Successful Linux and Open Source Adoptions.

Comments (0)

Share your thoughts on this story.

Add your comment
You must be signed in to add a comment. Sign-in | Register

In accordance with our Comment Policy, we encourage comments that are on topic, relevant and to-the-point. We will remove comments that include profanity, personal attacks, racial slurs, threats of violence, or other inappropriate material that violates our Terms and Conditions, and will block users who make repeated violations. We ask all readers to expect diversity of opinion and to treat one another with dignity and respect.


@ThingsExpo Stories
When growing capacity and power in the data center, the architectural trade-offs between server scale-up vs. scale-out continue to be debated. Both approaches are valid: scale-out adds multiple, smaller servers running in a distributed computing model, while scale-up adds fewer, more powerful servers that are capable of running larger workloads. It’s worth noting that there are additional, unique advantages that scale-up architectures offer. One big advantage is large memory and compute capacity...
Artificial intelligence, machine learning, neural networks. We’re in the midst of a wave of excitement around AI such as hasn’t been seen for a few decades. But those previous periods of inflated expectations led to troughs of disappointment. Will this time be different? Most likely. Applications of AI such as predictive analytics are already decreasing costs and improving reliability of industrial machinery. Furthermore, the funding and research going into AI now comes from a wide range of com...
No hype cycles or predictions of zillions of things here. IoT is big. You get it. You know your business and have great ideas for a business transformation strategy. What comes next? Time to make it happen. In his session at @ThingsExpo, Jay Mason, Associate Partner at M&S Consulting, presented a step-by-step plan to develop your technology implementation strategy. He discussed the evaluation of communication standards and IoT messaging protocols, data analytics considerations, edge-to-cloud tec...
"When we talk about cloud without compromise what we're talking about is that when people think about 'I need the flexibility of the cloud' - it's the ability to create applications and run them in a cloud environment that's far more flexible,” explained Matthew Finnie, CTO of Interoute, in this SYS-CON.tv interview at 20th Cloud Expo, held June 6-8, 2017, at the Javits Center in New York City, NY.
We build IoT infrastructure products - when you have to integrate different devices, different systems and cloud you have to build an application to do that but we eliminate the need to build an application. Our products can integrate any device, any system, any cloud regardless of protocol," explained Peter Jung, Chief Product Officer at Pulzze Systems, in this SYS-CON.tv interview at @ThingsExpo, held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA
With major technology companies and startups seriously embracing Cloud strategies, now is the perfect time to attend 21st Cloud Expo October 31 - November 2, 2017, at the Santa Clara Convention Center, CA, and June 12-14, 2018, at the Javits Center in New York City, NY, and learn what is going on, contribute to the discussions, and ensure that your enterprise is on the right path to Digital Transformation.
In his session at @ThingsExpo, Eric Lachapelle, CEO of the Professional Evaluation and Certification Board (PECB), provided an overview of various initiatives to certify the security of connected devices and future trends in ensuring public trust of IoT. Eric Lachapelle is the Chief Executive Officer of the Professional Evaluation and Certification Board (PECB), an international certification body. His role is to help companies and individuals to achieve professional, accredited and worldwide re...
The Internet giants are fully embracing AI. All the services they offer to their customers are aimed at drawing a map of the world with the data they get. The AIs from these companies are used to build disruptive approaches that cannot be used by established enterprises, which are threatened by these disruptions. However, most leaders underestimate the effect this will have on their businesses. In his session at 21st Cloud Expo, Rene Buest, Director Market Research & Technology Evangelism at Ara...
SYS-CON Events announced today that Enzu will exhibit at SYS-CON's 21st Int\ernational Cloud Expo®, which will take place October 31-November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Enzu’s mission is to be the leading provider of enterprise cloud solutions worldwide. Enzu enables online businesses to use its IT infrastructure to their competitive advantage. By offering a suite of proven hosting and management services, Enzu wants companies to focus on the core of their ...
Internet of @ThingsExpo, taking place October 31 - November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 21st Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The Internet of Things (IoT) is the most profound change in personal and enterprise IT since the creation of the Worldwide Web more than 20 years ago. All major researchers estimate there will be tens of billions devic...
Amazon started as an online bookseller 20 years ago. Since then, it has evolved into a technology juggernaut that has disrupted multiple markets and industries and touches many aspects of our lives. It is a relentless technology and business model innovator driving disruption throughout numerous ecosystems. Amazon’s AWS revenues alone are approaching $16B a year making it one of the largest IT companies in the world. With dominant offerings in Cloud, IoT, eCommerce, Big Data, AI, Digital Assista...
SYS-CON Events announced today that Cloud Academy named "Bronze Sponsor" of 21st International Cloud Expo which will take place October 31 - November 2, 2017 at the Santa Clara Convention Center in Santa Clara, CA. Cloud Academy is the industry’s most innovative, vendor-neutral cloud technology training platform. Cloud Academy provides continuous learning solutions for individuals and enterprise teams for Amazon Web Services, Microsoft Azure, Google Cloud Platform, and the most popular cloud com...
SYS-CON Events announced today that MobiDev, a client-oriented software development company, will exhibit at SYS-CON's 21st International Cloud Expo®, which will take place October 31-November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. MobiDev is a software company that develops and delivers turn-key mobile apps, websites, web services, and complex software systems for startups and enterprises. Since 2009 it has grown from a small group of passionate engineers and business...
SYS-CON Events announced today that GrapeUp, the leading provider of rapid product development at the speed of business, will exhibit at SYS-CON's 21st International Cloud Expo®, which will take place October 31-November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Grape Up is a software company, specialized in cloud native application development and professional services related to Cloud Foundry PaaS. With five expert teams that operate in various sectors of the market acr...
SYS-CON Events announced today that Ayehu will exhibit at SYS-CON's 21st International Cloud Expo®, which will take place on October 31 - November 2, 2017 at the Santa Clara Convention Center in Santa Clara California. Ayehu provides IT Process Automation & Orchestration solutions for IT and Security professionals to identify and resolve critical incidents and enable rapid containment, eradication, and recovery from cyber security breaches. Ayehu provides customers greater control over IT infras...
With the introduction of IoT and Smart Living in every aspect of our lives, one question has become relevant: What are the security implications? To answer this, first we have to look and explore the security models of the technologies that IoT is founded upon. In his session at @ThingsExpo, Nevi Kaja, a Research Engineer at Ford Motor Company, discussed some of the security challenges of the IoT infrastructure and related how these aspects impact Smart Living. The material was delivered interac...
In his session at Cloud Expo, Alan Winters, an entertainment executive/TV producer turned serial entrepreneur, presented a success story of an entrepreneur who has both suffered through and benefited from offshore development across multiple businesses: The smart choice, or how to select the right offshore development partner Warning signs, or how to minimize chances of making the wrong choice Collaboration, or how to establish the most effective work processes Budget control, or how to ma...
IoT solutions exploit operational data generated by Internet-connected smart “things” for the purpose of gaining operational insight and producing “better outcomes” (for example, create new business models, eliminate unscheduled maintenance, etc.). The explosive proliferation of IoT solutions will result in an exponential growth in the volume of IoT data, precipitating significant Information Governance issues: who owns the IoT data, what are the rights/duties of IoT solutions adopters towards t...
SYS-CON Events announced today that CA Technologies has been named "Platinum Sponsor" of SYS-CON's 21st International Cloud Expo®, which will take place October 31-November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. CA Technologies helps customers succeed in a future where every business - from apparel to energy - is being rewritten by software. From planning to development to management to security, CA creates software that fuels transformation for companies in the applic...
SYS-CON Events announced today that IBM has been named “Diamond Sponsor” of SYS-CON's 21st Cloud Expo, which will take place on October 31 through November 2nd 2017 at the Santa Clara Convention Center in Santa Clara, California.