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Linux @ IBM © 2003 IBM Corporation Linux and Open Source:  An IBM Perspective John Beauvais Business Development and Strategy Linux Technology Center  (www.ibm.com/linux/ltc) IBM Corporation PHP Conference 2003 Montreal;  March 21, 2003
Agenda What are Linux and Open Source? Market and Industry Trends IBM's Linux Strategy Customer Usage of Linux Linux Myths and Facts
What are Linux and Open Source? What is Linux? UNIX-like operating system Developed by open source "community" Packaged and shipped by distributors  such as Red Hat, SuSE, Turbolinux, ... UnitedLinux = open industry  consortium providing a  binary-compatible  Linux distribution What is Open Source? Community develops, debugs, maintains Generally high quality, high performance software "Hello everybody... I'm doing a (free) operating system (just a hobby, won't be big and professional...)." Linus Torvalds, creator of Linux, from the first Internet announcement on August 25, 1991. Even he initially underestimated its potential.
Market Pressures Business efficiency Process integration Cost IT asset utilization Open movement Flexibility Innovation Standards Business continuity Reliability Performance Security Disaster recovery Technology substitution Commoditization Blades Virtualization Clusters and Grids
BusinessWeek - The Linux Uprising - March 3, 2003 www.businessweek.com/magazine/toc/03_09/B382203linux.htm The Linux Uprising Pecked by Penguins Commentary: Tech Outfits Should Take Notes Online Extra: The Big Guys Latch Onto Linux Red Flags for Red Hat Next from Open Source: Killer Apps? Before Linux Is on Every Desktop... Sun: It's Not "Linux or Nothing" "Programmers Are Like Artists"
Linux Market Broadening Market  Increased competitor focus Standardization increasing Growing ISV support Analysts endorsement strengthening Customers Industry adoption expanding Workload usage maturing Governments endorsing Linux Technology 2-way    8-way  Blade acceleration "Carrier grade"  2.6 Kernel due 4Q2003 (16-way) Client functionality
Application Focus Areas Financial / Insurance Services Risk management Branch banking Payments Communications Web and e-commerce infrastructure Carrier Grade Linux Digital content creation Education / Government / Lifesciences GRID computing Lifesciences bioinformatics Higher education Industrial Upstream petroleum Computer Aided Engineering Electronic Design Automation Distribution / Retail Point of Sale Kiosk and store operations
Linux 2.2 Linux 2.4 Linux 2.6 Firewall Print/File Web Server e-mail Firewall Print/File Web Server e-mail Large Scale Clusters SW Development e-commerce Embedded devices Web Hosting Branch Automation DSS Large Scale Clusters SW Development e-commerce Embedded devices Web Hosting Branch Automation Firewall Print/File Web Server e-mail Database server ERP, CRM, SCM Vertical Industry Applications Evolution in Workloads 2003 2001 1999 1-2 way 4-8 way 8-16 way
IBM's Linux Strategy Fully  participate in the evolution of Linux   through open source submission of IBM developed technologies and by partnering with the OSC to enhance Linux Create a  pervasive application development and deployment environment  built on Linux Produce an  industry-leading product line  built to run Linux and Linux applications optimally Ensure that all  IBM operating environments have Linux affinity  that fully supports Linux, coexistence with Linux or compatibility with Linux interfaces Partner with  Linux Distribution Vendors   for IBM Linux solutions Create  bundled offerings  including hardware, software, and services built on Linux
Linux  Technology Center Linux Services OSDL Linux Whitepapers and Redbooks www.ibm.com/linux - Technical Support - WW Competence Centers Products Worldwide Porting Centers Linux Enabled Business Partners Linux Sales Specialists Linux Integration Center IBM's Investment in Linux
IBM Software for Linux Java Development Kit VisualAge for Java WebSphere Host On- Demand WebSphere Homepage Builder WebSphere Site Analyzer Performance Pack Cache Manager for Multiplatform  WebSphere MQ Lotus Domino  WebSphere Application Server  WebSphere Commerce Suite DB2 Universal DataBase (UDB) Tivoli Management Software SecureWay Wireless Software Network Dispatcher Eclipse
IBM Eating our own cooking 1300+ production servers worldwide,  plus research and development A partial list of our internal Linux projects: Microelectronics EDGE Application Intranet forums IBM's On Demand Workplace development environment Security assessments e-mail anti-virus scanners Operations: e-hosting and network management IBM Standard Software Installer (ISSI) Microelectronics 300mm wafer manufacturing File and print servers Manufacturing line Kiosks
IBM well accepted by the Linux community 300+ developers worldwide 70+ active Open Source projects 80% of IBM's contributions are accepted IBM engineers leading enterprise Linux focus Deeply involved in V2.5 of Linux kernel development Motivated community to focus on addressing scalability and threading issues Defect support for a set of core Linux packages Led formation of Linux Test Project to validate reliability, robustness, and stability of Linux distributions Key participant and contributor to "Carrier Grade Linux" project  Active Member of the Linux Community
Experiences with the Open Source Software Community Open source developers and traditional software developers have the same goals Quality, high-performance, serviceable software that solves real customer problems Developers trained on proprietary software can successfully become effective Open Source developers (hundreds of proof points) Linux community is enthusiastic about making Linux a mission-critical Open Source and supporting the necessary enterprise features Scalability, security, reliability, serviceability, performance, availability, manageability, standards, ... IBM is an accepted peer and partner in the Linux development community The Open Source community includes all of us
Key Kernel Features/Enhancements in 2.6   Scalability 8 - 16-way SMP  O(1) scheduler per-CPU timers, counters, statistics  Improved resource locking VMM Enhancements Support for 32 GB of memory on IA32 Large page (4 MB/2 MB) VM support RMAP - reverse physical to virtual address mapping Large page in-memory filesystem support Efficient support for large number of processes/threads IO Enhancements Large Block Raw IO Async IO Vectored block/raw IO Hot Plug CPU, IO Read-Copy-Update locking technology IP route cache + RCU IPC locking using RCU dcache locking using RCU Futexes Logical Volume Management:  Device Mapper and EVMS NW Protocols: IPv6, IPSec, SCTP NUMA topology infrastructure & perf enhancements
Linux Test Project Bug Reporting Feature tracking and freeze BitKeeper for source control and patch submission Open Source Development Lab (OSDL) Carrier Grade Linux Datacenter Linux Linux Standards Base Development Ecosystem Improvements
Dynamic memory add/remove SCSI Multi-Path I/O Event Logging Online diagnostics Infiniband NUMA API MobileIP testing and new test development, bug fixing, SMP functionality and reliability stabilization, new functionality  Future Enhancements in Progress (> 2.6) support for 64 GB physical memory on xSeries Support for > 4000 I/O spindles for StorageTank Increased I/O throughput Virtual Memory Management Block I/O Throughput Linux Kernel Locking and Cache Awareness Resource Scalability (# tasks, IPC, I/O Capacity, etc.) Kernel Exported User Level APIs
Linux does not scale Linux is not ready for the enterprise Linux porting is difficult Linux lacks business applications Linux is not secure Is Linux for Real? The Myths of Linux
Supercomputing Seismic Processing 2.4 Kernel improves SMP scalability Fact: Linux sets records in horizontal scalability;  rapidly improving SMP ratios
Fact:  Linux is rock solid in many mission-critical applications Internet Banking Retail / POS Agency Automation Internet Service Applications
Fact:  Porting to Linux is Easy Porting tools and documentation available on developerWorks "Migrating UNIX web servers to Linux is one of the easiest migration scenarios in the industry." D.H Brown, "Migrating Mail and Web Servers to Linux", August 2002 "Several large projects of moving UNIX-based  applications from 100 kloc to 600 kloc have been completed. Most were completed in about 2 months and only required a small percentage (1% or so) of the code to be modified in any way." SoundView Technology Group, "Linux Momentum in Europe Appears to be Strong", June 2002
Fact:  ISVs adopting Linux
"Security through obscurity is the motto of yesterday, the slogan of today is security through transparency." Margareta Wold, German Minister of Economy and Technology "I'm not proud, we really haven't done everything we could to protect our customers. Our products just aren't engineered for security." Brian Valentine, Senior VP, Microsoft 6 September 2002, Microsoft Windows Server .net Developer Conference The Open Source development process Darwinian -- structured/disciplined Exposed vs. hidden The US National Security Agency embracing Linux Investing to develop Linux security enhancements www.nsa.gov/selinux/ IBM Linux Security white papers ibm.com/linux/ltc/pubs Fact:  Linux is Architected for Security,  Open Source Development Enhances It
...workload consolidation offering for Linux ...Linux eSourcing solution ...Comprehensive Linux channel program ...Integrated Linux Cluster offering ...Vendor to issue full public endorsement of Linux ...Linux industry-specific Centers of Competence ...Linux-based Integrated Solution platform for e-business ...Organization  dedicated  to Linux open-source projects ...Vendor pursuing a broad  strategy The First...  Why IBM for Linux? Innovation and leadership! Work with IBM to determine how you can benefit from Linux
Linux . . .  Ready for the Enterprise Linux . . . Is secure Clusters very well Has high availability Is easily managed Deployments are accelerating Industry-specific implementations are growing ISV applications are rapidly increasing
© Copyright IBM Corporation 2003. All rights reserved. The information contained in this document is distributed on an "as is" basis without any warranty either express or implied.  The customer is responsible for use of this information and/or implementation of any techniques mentioned.  IBM has reviewed the information for accuracy, but there is no guarantee that a customer using the information or techniques will obtain the same or similar results in its own operational environment. In this document, any references made to an IBM licensed program are not intended to state or imply that only IBM's licensed program may be used; any functionally equivalent program may be used instead. Any performance data contained in this document was determined in a  controlled environment and, therefore, the results which may be obtained in other operating environments may vary significantly. Users of this document should verify the applicable data for their specific environment. It is possible that this material may contain reference to, or information about, IBM products (machines and programs), programming, or services that are not announced in your country or not yet announced by IBM.  Such references or information must not be construed to mean that IBM intends to announce such IBM products, programming, or services. All customer examples cited or described in this presentation are presented as illustrations of  the manner in which some customers have used IBM products and the results they may have achieved.  Actual environmental costs and performance characteristics will vary depending on individual customer configurations and conditions. All statements regarding IBM's future direction and intent are subject to change or withdrawal without notice, and represent goals and objectives only.  U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Notices
Information about non-IBM products is obtained from the manufacturers of those products or their published announcements.  IBM has not tested those products and cannot confirm the performance, compatibility, or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products.  Prices subject to change without notice.  Contact your IBM representative or Business Partner for the most current pricing in your geography. Permission is hereby granted to SHARE to publish an exact copy of this paper in the SHARE proceedings.  IBM retains the title to the copyright in this paper as well as title to the copyright in all underlying works.  IBM retains the right to make derivative works and to republish and distribute this paper to whomever it chooses in any way it chooses. This document contains words and/or phrases that are  trademarks or registered trademarks of the International Business Machines Corporation in the United States and/or other countries. For information on IBM trademarks go to http://www.ibm.com/legal/copytrade.shtml. The following are trademarks or registered trademarks of other companies. LINUX is a registered trademark of Linus Torvalds; Penguin (Tux) compliments of Larry Ewing; Java and all Java-related trademarks and logos are trademarks of Sun Microsystems, Inc., in the United States and other countries; UNIX is a registered trademark of The Open Group in the United States and other countries; Microsoft, Windows and Windows NT are registered trademarks of Microsoft Corporation; SET and Secure Electronic Transaction are trademarks owned by SET Secure Electronic Transaction LLC. All other products may be trademarks or registered trademarks of their respective companies. Notices ...

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Linux @ IBM © 2003 IBM Corporation

  • 1. Linux @ IBM © 2003 IBM Corporation Linux and Open Source: An IBM Perspective John Beauvais Business Development and Strategy Linux Technology Center (www.ibm.com/linux/ltc) IBM Corporation PHP Conference 2003 Montreal; March 21, 2003
  • 2. Agenda What are Linux and Open Source? Market and Industry Trends IBM's Linux Strategy Customer Usage of Linux Linux Myths and Facts
  • 3. What are Linux and Open Source? What is Linux? UNIX-like operating system Developed by open source "community" Packaged and shipped by distributors such as Red Hat, SuSE, Turbolinux, ... UnitedLinux = open industry consortium providing a binary-compatible Linux distribution What is Open Source? Community develops, debugs, maintains Generally high quality, high performance software "Hello everybody... I'm doing a (free) operating system (just a hobby, won't be big and professional...)." Linus Torvalds, creator of Linux, from the first Internet announcement on August 25, 1991. Even he initially underestimated its potential.
  • 4. Market Pressures Business efficiency Process integration Cost IT asset utilization Open movement Flexibility Innovation Standards Business continuity Reliability Performance Security Disaster recovery Technology substitution Commoditization Blades Virtualization Clusters and Grids
  • 5. BusinessWeek - The Linux Uprising - March 3, 2003 www.businessweek.com/magazine/toc/03_09/B382203linux.htm The Linux Uprising Pecked by Penguins Commentary: Tech Outfits Should Take Notes Online Extra: The Big Guys Latch Onto Linux Red Flags for Red Hat Next from Open Source: Killer Apps? Before Linux Is on Every Desktop... Sun: It's Not "Linux or Nothing" "Programmers Are Like Artists"
  • 6. Linux Market Broadening Market Increased competitor focus Standardization increasing Growing ISV support Analysts endorsement strengthening Customers Industry adoption expanding Workload usage maturing Governments endorsing Linux Technology 2-way  8-way Blade acceleration "Carrier grade" 2.6 Kernel due 4Q2003 (16-way) Client functionality
  • 7. Application Focus Areas Financial / Insurance Services Risk management Branch banking Payments Communications Web and e-commerce infrastructure Carrier Grade Linux Digital content creation Education / Government / Lifesciences GRID computing Lifesciences bioinformatics Higher education Industrial Upstream petroleum Computer Aided Engineering Electronic Design Automation Distribution / Retail Point of Sale Kiosk and store operations
  • 8. Linux 2.2 Linux 2.4 Linux 2.6 Firewall Print/File Web Server e-mail Firewall Print/File Web Server e-mail Large Scale Clusters SW Development e-commerce Embedded devices Web Hosting Branch Automation DSS Large Scale Clusters SW Development e-commerce Embedded devices Web Hosting Branch Automation Firewall Print/File Web Server e-mail Database server ERP, CRM, SCM Vertical Industry Applications Evolution in Workloads 2003 2001 1999 1-2 way 4-8 way 8-16 way
  • 9. IBM's Linux Strategy Fully participate in the evolution of Linux through open source submission of IBM developed technologies and by partnering with the OSC to enhance Linux Create a pervasive application development and deployment environment built on Linux Produce an industry-leading product line built to run Linux and Linux applications optimally Ensure that all IBM operating environments have Linux affinity that fully supports Linux, coexistence with Linux or compatibility with Linux interfaces Partner with Linux Distribution Vendors for IBM Linux solutions Create bundled offerings including hardware, software, and services built on Linux
  • 10. Linux Technology Center Linux Services OSDL Linux Whitepapers and Redbooks www.ibm.com/linux - Technical Support - WW Competence Centers Products Worldwide Porting Centers Linux Enabled Business Partners Linux Sales Specialists Linux Integration Center IBM's Investment in Linux
  • 11. IBM Software for Linux Java Development Kit VisualAge for Java WebSphere Host On- Demand WebSphere Homepage Builder WebSphere Site Analyzer Performance Pack Cache Manager for Multiplatform WebSphere MQ Lotus Domino WebSphere Application Server WebSphere Commerce Suite DB2 Universal DataBase (UDB) Tivoli Management Software SecureWay Wireless Software Network Dispatcher Eclipse
  • 12. IBM Eating our own cooking 1300+ production servers worldwide, plus research and development A partial list of our internal Linux projects: Microelectronics EDGE Application Intranet forums IBM's On Demand Workplace development environment Security assessments e-mail anti-virus scanners Operations: e-hosting and network management IBM Standard Software Installer (ISSI) Microelectronics 300mm wafer manufacturing File and print servers Manufacturing line Kiosks
  • 13. IBM well accepted by the Linux community 300+ developers worldwide 70+ active Open Source projects 80% of IBM's contributions are accepted IBM engineers leading enterprise Linux focus Deeply involved in V2.5 of Linux kernel development Motivated community to focus on addressing scalability and threading issues Defect support for a set of core Linux packages Led formation of Linux Test Project to validate reliability, robustness, and stability of Linux distributions Key participant and contributor to "Carrier Grade Linux" project Active Member of the Linux Community
  • 14. Experiences with the Open Source Software Community Open source developers and traditional software developers have the same goals Quality, high-performance, serviceable software that solves real customer problems Developers trained on proprietary software can successfully become effective Open Source developers (hundreds of proof points) Linux community is enthusiastic about making Linux a mission-critical Open Source and supporting the necessary enterprise features Scalability, security, reliability, serviceability, performance, availability, manageability, standards, ... IBM is an accepted peer and partner in the Linux development community The Open Source community includes all of us
  • 15. Key Kernel Features/Enhancements in 2.6 Scalability 8 - 16-way SMP O(1) scheduler per-CPU timers, counters, statistics Improved resource locking VMM Enhancements Support for 32 GB of memory on IA32 Large page (4 MB/2 MB) VM support RMAP - reverse physical to virtual address mapping Large page in-memory filesystem support Efficient support for large number of processes/threads IO Enhancements Large Block Raw IO Async IO Vectored block/raw IO Hot Plug CPU, IO Read-Copy-Update locking technology IP route cache + RCU IPC locking using RCU dcache locking using RCU Futexes Logical Volume Management: Device Mapper and EVMS NW Protocols: IPv6, IPSec, SCTP NUMA topology infrastructure & perf enhancements
  • 16. Linux Test Project Bug Reporting Feature tracking and freeze BitKeeper for source control and patch submission Open Source Development Lab (OSDL) Carrier Grade Linux Datacenter Linux Linux Standards Base Development Ecosystem Improvements
  • 17. Dynamic memory add/remove SCSI Multi-Path I/O Event Logging Online diagnostics Infiniband NUMA API MobileIP testing and new test development, bug fixing, SMP functionality and reliability stabilization, new functionality Future Enhancements in Progress (> 2.6) support for 64 GB physical memory on xSeries Support for > 4000 I/O spindles for StorageTank Increased I/O throughput Virtual Memory Management Block I/O Throughput Linux Kernel Locking and Cache Awareness Resource Scalability (# tasks, IPC, I/O Capacity, etc.) Kernel Exported User Level APIs
  • 18. Linux does not scale Linux is not ready for the enterprise Linux porting is difficult Linux lacks business applications Linux is not secure Is Linux for Real? The Myths of Linux
  • 19. Supercomputing Seismic Processing 2.4 Kernel improves SMP scalability Fact: Linux sets records in horizontal scalability; rapidly improving SMP ratios
  • 20. Fact: Linux is rock solid in many mission-critical applications Internet Banking Retail / POS Agency Automation Internet Service Applications
  • 21. Fact: Porting to Linux is Easy Porting tools and documentation available on developerWorks "Migrating UNIX web servers to Linux is one of the easiest migration scenarios in the industry." D.H Brown, "Migrating Mail and Web Servers to Linux", August 2002 "Several large projects of moving UNIX-based applications from 100 kloc to 600 kloc have been completed. Most were completed in about 2 months and only required a small percentage (1% or so) of the code to be modified in any way." SoundView Technology Group, "Linux Momentum in Europe Appears to be Strong", June 2002
  • 22. Fact: ISVs adopting Linux
  • 23. "Security through obscurity is the motto of yesterday, the slogan of today is security through transparency." Margareta Wold, German Minister of Economy and Technology "I'm not proud, we really haven't done everything we could to protect our customers. Our products just aren't engineered for security." Brian Valentine, Senior VP, Microsoft 6 September 2002, Microsoft Windows Server .net Developer Conference The Open Source development process Darwinian -- structured/disciplined Exposed vs. hidden The US National Security Agency embracing Linux Investing to develop Linux security enhancements www.nsa.gov/selinux/ IBM Linux Security white papers ibm.com/linux/ltc/pubs Fact: Linux is Architected for Security, Open Source Development Enhances It
  • 24. ...workload consolidation offering for Linux ...Linux eSourcing solution ...Comprehensive Linux channel program ...Integrated Linux Cluster offering ...Vendor to issue full public endorsement of Linux ...Linux industry-specific Centers of Competence ...Linux-based Integrated Solution platform for e-business ...Organization dedicated to Linux open-source projects ...Vendor pursuing a broad strategy The First... Why IBM for Linux? Innovation and leadership! Work with IBM to determine how you can benefit from Linux
  • 25. Linux . . . Ready for the Enterprise Linux . . . Is secure Clusters very well Has high availability Is easily managed Deployments are accelerating Industry-specific implementations are growing ISV applications are rapidly increasing
  • 26. © Copyright IBM Corporation 2003. All rights reserved. The information contained in this document is distributed on an "as is" basis without any warranty either express or implied. The customer is responsible for use of this information and/or implementation of any techniques mentioned. IBM has reviewed the information for accuracy, but there is no guarantee that a customer using the information or techniques will obtain the same or similar results in its own operational environment. In this document, any references made to an IBM licensed program are not intended to state or imply that only IBM's licensed program may be used; any functionally equivalent program may be used instead. Any performance data contained in this document was determined in a controlled environment and, therefore, the results which may be obtained in other operating environments may vary significantly. Users of this document should verify the applicable data for their specific environment. It is possible that this material may contain reference to, or information about, IBM products (machines and programs), programming, or services that are not announced in your country or not yet announced by IBM. Such references or information must not be construed to mean that IBM intends to announce such IBM products, programming, or services. All customer examples cited or described in this presentation are presented as illustrations of the manner in which some customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics will vary depending on individual customer configurations and conditions. All statements regarding IBM's future direction and intent are subject to change or withdrawal without notice, and represent goals and objectives only. U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Notices
  • 27. Information about non-IBM products is obtained from the manufacturers of those products or their published announcements. IBM has not tested those products and cannot confirm the performance, compatibility, or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products. Prices subject to change without notice. Contact your IBM representative or Business Partner for the most current pricing in your geography. Permission is hereby granted to SHARE to publish an exact copy of this paper in the SHARE proceedings. IBM retains the title to the copyright in this paper as well as title to the copyright in all underlying works. IBM retains the right to make derivative works and to republish and distribute this paper to whomever it chooses in any way it chooses. This document contains words and/or phrases that are trademarks or registered trademarks of the International Business Machines Corporation in the United States and/or other countries. For information on IBM trademarks go to http://www.ibm.com/legal/copytrade.shtml. The following are trademarks or registered trademarks of other companies. LINUX is a registered trademark of Linus Torvalds; Penguin (Tux) compliments of Larry Ewing; Java and all Java-related trademarks and logos are trademarks of Sun Microsystems, Inc., in the United States and other countries; UNIX is a registered trademark of The Open Group in the United States and other countries; Microsoft, Windows and Windows NT are registered trademarks of Microsoft Corporation; SET and Secure Electronic Transaction are trademarks owned by SET Secure Electronic Transaction LLC. All other products may be trademarks or registered trademarks of their respective companies. Notices ...