Click here to close now.

Welcome!

Linux Authors: Srinivasan Sundara Rajan, Mike Kavis, Elizabeth White, John Treadway, Pat Romanski

Related Topics: Linux, Open Source

Linux: 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
SYS-CON Events announced today that Ciqada will exhibit at SYS-CON's @ThingsExpo, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Ciqada™ makes it easy to connect your products to the Internet. By integrating key components - hardware, servers, dashboards, and mobile apps - into an easy-to-use, configurable system, your products can quickly and securely join the internet of things. With remote monitoring, control, and alert messaging capability, you will meet your customers' needs of tomorrow - today! Ciqada. Let your products take flight. For more inform...
SYS-CON Events announced today that GENBAND, a leading developer of real time communications software solutions, has been named “Silver Sponsor” of SYS-CON's WebRTC Summit, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. The GENBAND team will be on hand to demonstrate their newest product, Kandy. Kandy is a communications Platform-as-a-Service (PaaS) that enables companies to seamlessly integrate more human communications into their Web and mobile applications - creating more engaging experiences for their customers and boosting collaboration and productiv...
SYS-CON Events announced today that BroadSoft, the leading global provider of Unified Communications and Collaboration (UCC) services to operators worldwide, has been named “Gold Sponsor” of SYS-CON's WebRTC Summit, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. BroadSoft is the leading provider of software and services that enable mobile, fixed-line and cable service providers to offer Unified Communications over their Internet Protocol networks. The Company’s core communications platform enables the delivery of a range of enterprise and consumer calling...
VoxImplant has announced full WebRTC support in the newest versions of its Android SDK and iOS SDK. The updated SDKs, which enable audio and video calls on mobile devices, are now compatible with the WebRTC standard to allow any mobile app to communicate with WebRTC-enabled browsers, including Google Chrome, Mozilla Firefox, Opera, and, when available, Microsoft Spartan. The WebRTC-updated SDKs represent VoxImplant's continued leadership in simplifying the development of real-time communications (RTC) services for app developers. VoxImplant (built by Zingaya, the real-time communication servi...
The IoT Bootcamp is coming to Cloud Expo | @ThingsExpo on June 9-10 at the Javits Center in New York. Instructor. Registration is now available at http://iotbootcamp.sys-con.com/ Instructor Janakiram MSV previously taught the famously successful Multi-Cloud Bootcamp at Cloud Expo | @ThingsExpo in November in Santa Clara. Now he is expanding the focus to Janakiram is the founder and CTO of Get Cloud Ready Consulting, a niche Cloud Migration and Cloud Operations firm that recently got acquired by Aditi Technologies. He is a Microsoft Regional Director for Hyderabad, India, and one of the f...
SYS-CON Events announced today that Optimal Design, an Internet of Things solution provider, will exhibit at SYS-CON's Internet of @ThingsExpo, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Optimal Design is an award winning product development firm offering industrial design and engineering services to the consumer, medical, and defense markets.
SYS-CON Events announced today that Vicom Computer Services, Inc., a provider of technology and service solutions, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. They are located at booth #427. Vicom Computer Services, Inc. is a progressive leader in the technology industry for over 30 years. Headquartered in the NY Metropolitan area. Vicom provides products and services based on today’s requirements around Unified Networks, Cloud Computing strategies, Virtualization around Software defined Data Ce...
What exactly is a cognitive application? In her session at 16th Cloud Expo, Ashley Hathaway, Product Manager at IBM Watson, will look at the services being offered by the IBM Watson Developer Cloud and what that means for developers and Big Data. She'll explore how IBM Watson and its partnerships will continue to grow and help define what it means to be a cognitive service, as well as take a look at the offerings on Bluemix. She will also check out how Watson and the Alchemy API team up to offer disruptive APIs to developers.
The 17th International Cloud Expo has announced that its Call for Papers is open. 17th International Cloud Expo, to be held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, brings together Cloud Computing, APM, APIs, Microservices, Security, Big Data, Internet of Things, DevOps and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding business opportunity. Submit your speaking proposal today!
With IoT exploding, massive data will transform businesses with opportunities to monetize almost anything that can be measured. In this C-Level Roundtable Discussion at @ThingsExpo, Brendan O’Brien, Aria Systems Co-founder and Chief Evangelist, will lead an expert panel of consultants, thought leaders and practitioners who will look at these new monetization trends, discuss the implications, and detail lessons learned from their collective experience. Finally, the panel will point the way forward for enterprises who wish to leverage the resulting complex recurring revenue models, adding valu...
How is unified communications transforming the way businesses operate? In his session at WebRTC Summit, Arvind Rangarajan, Director of Product Marketing at BroadSoft, will discuss how to extend unified communications experience outside the enterprise through WebRTC. He will also review use cases across different industry verticals. Arvind Rangarajan is Director, Product Marketing at BroadSoft. He has over 19 years of experience in the telecommunications industry in various roles such as Software Development, Product Management and Product Marketing, applied across Wireless, Unified Communic...
Buzzword alert: Microservices and IoT at a DevOps conference? What could possibly go wrong? Join this panel of experts as they peel away the buzz and discuss the important architectural principles behind implementing IoT solutions for the enterprise. As remote IoT devices and sensors become increasingly intelligent, they become part of our distributed cloud environment, and we must architect and code accordingly. At the very least, you’ll have no problem filling in your buzzword bingo cards.
Internet of Things (IoT) will be a hybrid ecosystem of diverse devices and sensors collaborating with operational and enterprise systems to create the next big application. In their session at @ThingsExpo, Bramh Gupta, founder and CEO of robomq.io, and Fred Yatzeck, principal architect leading product development at robomq.io, will discuss how choosing the right middleware and integration strategy from the get-go will enable IoT solution developers to adapt and grow with the industry, while at the same time reduce Time to Market (TTM) by using plug and play capabilities offered by a robust I...
@ThingsExpo has been named the Top 5 Most Influential Internet of Things Brand by Onalytica in the ‘The Internet of Things Landscape 2015: Top 100 Individuals and Brands.' Onalytica analyzed Twitter conversations around the #IoT debate to uncover the most influential brands and individuals driving the conversation. Onalytica captured data from 56,224 users. The PageRank based methodology they use to extract influencers on a particular topic (tweets mentioning #InternetofThings or #IoT in this case) takes into account the number and quality of contextual references that a user receives.
SYS-CON Events announced today that Dyn, the worldwide leader in Internet Performance, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Dyn is a cloud-based Internet Performance company. Dyn helps companies monitor, control, and optimize online infrastructure for an exceptional end-user experience. Through a world-class network and unrivaled, objective intelligence into Internet conditions, Dyn ensures traffic gets delivered faster, safer, and more reliably than ever.
IoT is still a vague buzzword for many people. In his session at @ThingsExpo, Mike Kavis, Vice President & Principal Cloud Architect at Cloud Technology Partners, discussed the business value of IoT that goes far beyond the general public's perception that IoT is all about wearables and home consumer services. He also discussed how IoT is perceived by investors and how venture capitalist access this space. Other topics discussed were barriers to success, what is new, what is old, and what the future may hold. Mike Kavis is Vice President & Principal Cloud Architect at Cloud Technology Pa...
The only place to be June 9-11 is Cloud Expo & @ThingsExpo 2015 East at the Javits Center in New York City. Join us there as delegates from all over the world come to listen to and engage with speakers & sponsors from the leading Cloud Computing, IoT & Big Data companies. Cloud Expo & @ThingsExpo are the leading events covering the booming market of Cloud Computing, IoT & Big Data for the enterprise. Speakers from all over the world will be hand-picked for their ability to explore the economic strategies that utility/cloud computing provides. Whether public, private, or in a hybrid form, clo...
The WebRTC Summit 2015 New York, to be held June 9-11, 2015, at the Javits Center in New York, NY, announces that its Call for Papers is open. Topics include all aspects of improving IT delivery by eliminating waste through automated business models leveraging cloud technologies. WebRTC Summit is co-located with 16th International Cloud Expo, @ThingsExpo, Big Data Expo, and DevOps Summit.
As Marc Andreessen says software is eating the world. Everything is rapidly moving toward being software-defined – from our phones and cars through our washing machines to the datacenter. However, there are larger challenges when implementing software defined on a larger scale - when building software defined infrastructure. In his session at 16th Cloud Expo, Boyan Ivanov, CEO of StorPool, will provide some practical insights on what, how and why when implementing "software-defined" in the datacenter.
While not quite mainstream yet, WebRTC is starting to gain ground with Carriers, Enterprises and Independent Software Vendors (ISV’s) alike. WebRTC makes it easy for developers to add audio and video communications into their applications by using Web browsers as their platform. But like any market, every customer engagement has unique requirements, as well as constraints. And of course, one size does not fit all. In her session at WebRTC Summit, Dr. Natasha Tamaskar, Vice President, Head of Cloud and Mobile Strategy at GENBAND, will explore what is needed to take a real time communications ...