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A Call for Advocacy

If you believe in Linux, stand up and say so

Linux proves that the decentralized model works, and works better. But having the best technology isn't all it takes...Linux needs advocacy in order to win the adoption war.

It occurs to me that there are two basic sides to the debate between open source and closed source software. There are those who believe that any and all software should be open source and that users of the software should be free to enhance and alter that software as they see fit. By the same token, there are those who will never understand the open source movement and will always discount or dismiss development done under the decentralized model frequently used in open source. I believe Linux alone has proven that the decentralized model works by providing a stable and robust solution that's being used to solve real-world problems. However, Linux advocates need to realize that simply having the best product does not guarantee success.

We're being consumed by the fact that we like to solve computer problems, and we can't understand why other people just don't see the benefits as plainly as we do. History shows far too many superior technologies that are rendered obsolete because of a more easily accessible alternative. Anyone who has owned a Betamax VCR can attest to this. I'd hate to see the same happen to Linux and OSS.

The grass-roots nature of Linux and OSS development thrives on community participation. The same community participation is now needed to work with a community advocacy organization. A community advocacy organization such as the Open Source Initiative is necessary to provide a rallying point for activism, so that Linux and OSS can get a seat at the table in vendor conferences and bodies, and to attempt to provide a repository for ongoing software improvement. I realize that these are lofty and possibly unattainable goals given the nature of Linux and OSS. Without reaching agreement to even move toward an organization such as this, we may find ourselves in a niche market. If we, as a community, are not ready to discuss a roadmap for the future of Linux and OSS then it's only a matter of time until we become irrelevant.

A major problem with Linux and OSS advocacy is overcoming the self-evident nature of the benefits of the software. Too frequently we take important features for granted when discussing Linux and OSS. These include software restarts, installing additional software, and the open nature of configuration and log files.

When a major service such as a Web server is consuming memory or otherwise acting flaky, Linux users simply stop or kill the Web server and restart it. When I've encountered what seems like the same issue in Windows, I find that only a reboot of the entire computer will fix the issue. Exceptions to this rule exist. I can sometimes restart IIS in Windows using the Services Control Panel applet or a resource kit application, but when IIS gets augered, a reboot is the only solution.

When installing software such as a Web server or adding components to it, Linux users just restart the process. When I've done the same in Windows I find that a reboot is too frequently required. The only reboots required for Linux are usually kernel updates, which may happen a few times a year. Usually though, Linux users aren't required to update the kernel unless they're fixing a specific problem. This uptime is vital to delivering robust solutions for business.

Troubleshooting problems in Linux and with OSS is much easier than on Windows. For the most part, configuration files are plain text and there's at least some level of documentation for the configuration options available. There are no hidden registry values. I'll grant that exceptions exist on both sides of this issue, especially as I think back to learning m4 to try to translate a sendmail configuration. Many times there are also logfiles available for services in Linux. Linux includes the tools to parse these logfiles easily.

Those three items - service restarting, rebooting due to installation, and troubleshooting based on configuration file settings - are things that Linux users have had available to them for years and simply take for granted as an inherent advantage of Linux over Microsoft Windows. However, users of Microsoft Windows may not know that these are available or may not have the experience necessary to utilize them efficiently. By not having nearly enough advocacy, Linux and OSS are losing market share for no technological reason.

The bad news is that those three advantages to Linux have largely been either solved or made to work better in Microsoft Windows Server 2003. Windows Server 2003 requires less-frequent rebooting than any previous version, and Microsoft is also moving toward better documentation of configuration files as well as XML-based configuration such as the IIS configuration files. While it's great that these features are gaining acceptance among other vendors, it does nothing to promote the use of Linux and OSS. Microsoft doesn't say "Improved reliability thanks to Linus Torvalds."

Are those three items the only advantages that I see with Linux and OSS? Hardly, and in fact the biggest single benefit of Linux and OSS is the open code. There is no lock-in to a single vendor path tying your entire organization to the fate of another. The problem with this aspect is that most users of Linux and OSS will never realize any benefit from having open code, they just want software that works. If I can't get a Web developer to read a paragraph of documentation about the Apache Web server, what makes me think that I can get that same person to ever look at a line of C code?

Linux and OSS can continue to thrive and be the innovative and robust solutions that they are today without additional advocacy. I believe the open source development model is sustainable long term. However, I'd like to see Linux and OSS gain market share by leaps and bounds, simply because I know that some of the most difficult problems can be solved with solutions based on Linux and OSS. These same problems cannot be solved or cannot be solved on any type of budget using proprietary software and technologies.

It is up to those of us directly involved in the Linux and OSS community to face the advocacy problem head-on. First we must define the problems that we face in getting Linux and OSS implemented, both in business and for the home user. Once we can define the problems, we can attack them with real solutions. If you truly believe that Linux and OSS can deliver a better solution, then it's time to stand up and say so. We can win the technological battles but lose the adoption war. Remember the Betamax!

More Stories By Steve Suehring

Steve Suehring is a technology architect and engineer with a solid background in many areas of computing encompassing both open and closed source systems, he has worked with a variety of companies from small to large, including new and old economy, to help them integrate systems and provide the best use of available technologies. He has also taken a hands-on approach with many projects and frequently leads teams of engineers and developers, and has written magazine articles as well as a book on the MySQL database server. He has also performed technical editing on a number of other titles.

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Most Recent Comments
Beata 01/02/04 09:56:54 PM EST

PS: THE MODEM SUPPORT IS WEAKEST
POINT OF LINUX and IT RUINS
THE SUCCESS OF THE WHOLE OS!

Beata 01/02/04 09:45:45 PM EST

Drivers, drivers, drivers, I must say! true, true, true!
It's PAIN, PAIN, PAIN! I got my new laptop computer ...
I spent one week installing it ... I configured everything
including the power management -ehm after kernel-rebuild.
With ONE BIG EXCEPTION, i did not put my modem into the
work, HOW CAN ANYONE get help from internet without being
connected to the internet? I think htat this issue is
underestimated ... You can live without many tings but
without a drivers for modems you are totaly hopeles ...
So I KEEP WINDOWS ON MY NOTEBOOK - AGAINST my OWN WILL
simply because it is only way how to get into internet.
And Even on brothers computer I keep windows for single
purpose - it is the way how to get on the internet
and download new win-modem drivers when I'm upgrading
the system ... If you want to increase marketshare of
linux - GET SOLID SUPPORT for the MODEMS ...!!!
This is a KEY ISSSUE ... everything else can be solved
with help of Linux GEEKS - thanks for them, and some
downloads, but if you don't put your modem into work
YOU NEED to keep the WINDOWS on your machine!

Robert 12/26/03 12:39:44 PM EST

Having worked in the telephone support field for some time now, I can tell you that one of the best things that Microsoft ever did was to get Windows preinstalled on PCs. Remember when Windows 95 was first released? People were standing in line to buy it. Hundreds of phone support techs were hired on to take on the onslaught of calls from useres trying to install Windows 95. I was in one of those call centers and it was a nightmare. If your hardware wasn't on the compatibility list you were S.O.L. Hard drives had to be wiped in many cases, which didn't go over well with users. Applications that ran under Windows 3.1 bombed under Windows 95. But eventually the storm settled. People found that they could order a PC with Windows pre installed with the drivers already configured. Many people may not realize it but this was (and still is) a big deal.

Linux has never had this kind of deployment. The typical user experience that I've seen with Linux is that someone will try to install it and run into a problem and then have no phone number to get support. Most people don't know what a maillist is and have never heard of usenet; two common methods of Linux support. So they make a quick run back to the Windows camp full of wild tales about the open source beastie they tried to conquer.

Maybe this will change if the big iron (Novell & IBM) decide to push Linux to the desktop. Dell, HP and Gateway have been very careful about how they approach Linux(servers only) and Sun is flat out bipolar on the subject.

Nick 12/25/03 01:16:08 PM EST

Well, I'll tell you what. I'd move to Linux tomorrow if I had (good) Linux drivers for all my hardware. I won't say Linux has poor hardware support, cause I'd be waay wrong. I'd blame the hardware manufacturers for the missing drivers, but in the mean time... I'm still stuck with Windows. So what can I do ? Now I have to be THAT careful to look at the details almost noone would look ? - driver availability. Along with this driver problem I also suspect Micro$oft for rewarding in some way the hardware manufacturers that won't make Linux drivers. It really does make sense. But I'm not aware of a case like I described, so I only assume. Anyway.. Linux has enough drivers to run business tasks. The drivers I need are for my TV tuner and my webcam - home entertainment. OSS world is large now. I want it to move on and continue producing quality software as it already did by now and go even further with their quality. Linux is better than Windows in many ways - the restart issues really got me annoyed everytime I had to install something in Windows, but let's get serious. Don't point that to a home user. Noone buys a PC to install software everyday just to be amazed there's no need to restart. Microsoft earns BIG money on home user licences and that's because PC's come with Windows - generally. RedHat (Fedora now) is a very good Linux distro for corporate use. Xandros is a beauty. It can run M$ Office and a lot more Windows applications, but I think there should be more native professional Linux software products. Count the ones you can buy. Count the ones you can only buy with BIG money. Tell me what would you use for audio/video processing ? What would you use for profesional web authoring ? What about office oriented software ? Open Office, Star Office and Koffice are pretty good, but not good enough to open, use and edit all kind of M$ Office documents. Let's face it. Linux needs at least 3 different STRONG professional software for different tasks and also home use. But this is not my point. Why do we want/need so hard to make this compatibility better and better ? Let's just turn around and get a different approach to the real problem. We don't need to copy in any way M$ software. M$ Office also needs improvement. Linux needs GOOD software. Let's just think different and make the Linux software so good, that M$ will copy it and get compatible with Linux software. This is the way we should look at OSS and Linux. I love Linux and I know I'll keep close to it until I'll find the drivers and software I need to turn to Linux for good.

J Kan 12/24/03 10:41:08 PM EST

Windows beats linux hands down? For general office user apps perhaps. There are certainly tonnes of logging available but the descriptions in the logs very often to some cryptic error code that has no positive solution short of a reinstall of the entire operating system, have you tried ot fix a corrupt registry recently. For desktops maybe Windows is a better choice for now but in the server space Linux is by far a better solution for serious server requirements.

Even as this is being written, there are very competitive desktop solutions available in the form of Mandrake Linux and Xandros. Why...stability, compatibility (ever tried to open a WordXP doc using Word97. Not that easy without the doc being saved in a different format for compatibility.)

For those wanting a very cost competitive and very stable server system, you should be looking at Linux...unless of course you are already on the never-ending treadmill of forced upgrades and patches that are typically larger than whole operating systems.

s grose 12/23/03 08:04:56 PM EST

Windows beat Linux hands down? For everyday complex software programs like Pagemaker and Quark, maybe...but for a secure internet connection Linux is better. The more secure Linux becomes online the more acceptable the learning curve will be to Windows fans who will convert because they are sick and tired of corrupt data and the next ineffective promise-to-patch. If you want our hearts we will cuddle up to an Operating System built like a fort.

Easy to configure linux? 12/22/03 12:11:40 PM EST

Are you on crack?

Windows has tonnes of logging available and you don't have to look up a million small text config files. It has linux beat hands down.