Open Client Best Practices - IBM · März 2008 | IBM Schweiz AG, ... Open Client Best Practices Jutta Kreyss, ... Source: Microsoft, Novell, July 2006 SUSE Linux

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© 2008 IBM Corporation February 2008Lotusphere comes to you | 03. März 2008 | IBM Schweiz AG, Altstetten © 2008 IBM Corporation

IBM Software Group: Linux Integration Center

© 2008 IBM Corporation

Open Client Best Practices

Jutta Kreyss, Senior IT Architect @ Linux Integration Center

IBM Software Group



Important Disclaimer

THE INFORMATION CONTAINED IN THIS PRESENTATION IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY.

WHILE EFFORTS WERE MADE TO VERIFY THE COMPLETENESS AND ACCURACY OF THE INFORMATION CONTAINED IN THIS PRESENTATION, IT IS PROVIDED “AS IS”, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED.

IN ADDITION, THIS INFORMATION IS BASED ON IBM’S CURRENT PRODUCT PLANS AND STRATEGY, WHICH ARE SUBJECT TO CHANGE BY IBM WITHOUT NOTICE.

IBM SHALL NOT BE RESPONSIBLE FOR ANY DAMAGES ARISING OUT OF THE USE OF, OR OTHERWISE RELATED TO, THIS PRESENTATION OR ANY OTHER DOCUMENTATION.

NOTHING CONTAINED IN THIS PRESENTATION IS INTENDED TO, OR SHALL HAVE THE EFFECT OF:

• CREATING ANY WARRANTY OR REPRESENTATION FROM IBM (OR ITS AFFILIATES OR ITS OR THEIR SUPPLIERS AND/OR LICENSORS); OR

• ALTERING THE TERMS AND CONDITIONS OF THE APPLICABLE LICENSE AGREEMENT GOVERNING THE USE OF IBM SOFTWARE.

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● It is IBM's client strategy. You cannot buy the Open Client but you can buy its components from Lotus and combine it with Open Source via Open standards

● Windows, Linux, or the Macintosh

● The customer decides, not the one who sold it

What is an Open Client?

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IBM open collaboration client solutionGet started with desktop of the future, today

Any device

Any network

Any application and/or collaboration service

Choice of Operating System

Linux partnerships with Novell and Red Hat

Lotus Expeditor

Rich Thin

Partner, ISV or CustomerNotes Sametime Symphony Connections Quickr*

• Portal access• Mashup and

composition based apps

Tivoli Provisioning

Manager

SUSE YaST

RH NUM&P

Open - YUM

Browser Access& Portal,

Connections Apps

ApplicationsApplicationsCollaboration and Application servicesCollaboration and Application services

* Lotus Quickr connector availability for Linux TBD

http://www.ibm.com/lotus/opencollabclientwithnovell

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Windows Vista License is 4 to 7 times More Expensive than a SUSE Enterprise Desktop 10 Subscription

Source: Microsoft, Novell, July 2006

SUSE LinuxEnterpriseDesktop 10

License/ Subscription Fee

Maintenance (per year)

Total(one year)

$500

$400

$300

$200

$100

$299

$50 N/A $50

Windows VistaBusiness

+$86

$557

Total(three years)

$600

$0

$385

$125

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Source: All prices are approximate RRP prices in US$ from MS public List Price based on Open Business prices, see disclaimer chart 3

Open Business, License and 1 Year Software Assurance

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Why Linux and what’s driving the Linux Adoption ?

Drivers

• Supported on a wide variety of hardware

• Supports more users with less hardware

• Open Source & Open Standards

• Grid and Cluster computing

• Increased uptime

• Uptime measured in years rather than days

• Easier scaling

• Linux is inherently more secure than Windows

• Amazon, FedEx and Google have been using Linux for years

• Same OS image can run on a variety of hardware

• Fewer distinct OS to support

• Substantial cost savings

• Low cost software solutions

• Leading ISV’s developing software on the Linux OS

• IBM, PeopleSoft, Novell, SAP, Oracle, Sybase

Flexibility SecurityReliability Control and Agility

Cost Reduction & Productivity

Linux is out selling Windows on servers by a 5 to 1 margin

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PSA Peugeot Citroën

Key Benefits Enabled alternative while reducing costs Access to existing Notes Domino applications from

any desktop (Linux, Windows) including thin clients

Solution IBM Lotus Notes 7 for Linux , Lotus Sametime 7.5 running on Novell SLED

10 Linux Started with 10 desktops, expanded to 300 in 2007 Starting 2008 deployment of Notes 8,will be growing to 3500 and by end of

2008 to 20,000

Challenge Peugeot has ~75,000 Windows 2000 Professional clients To provide a lower expenses and easier alternative for people who only

need standard functionality Keep Microsoft licenses within optimal range

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Advantage LAP on Linux provides central point of access to different types of applications: Notes, heritage, Open Source, JAVA / J2EE Base of Online Collaboration: Internal, with agencies and cross organizational boundaries

Solution IBM Lotus Notes 8 on Linux using RHEL 5 Increasing integration of existing systems State of the art Eclipse/Java-programming paradigms build the base for

application development and their integration on a Linux platform Executed in 2007: Pilot Notes 8 on RHEL 5 running on about 70 LAP (office

workers); 2008: 1.000 internal and expansion to field staff

Challenges Heterogeneous Environment: 6.500 DWA on Linux in agencies, 1.200 Notes-

Windows-, 1.200 Linux-User in the head quarter Linux is the client platform of LVM and base for their Single-Platform-Strategy Reduction of maintenance effort migration of MS desktops Deployment of LVM-workplace („LAP“) on Linux Migration from Notes on Windows to Notes 8 on Linux

LVM Insurance, Muenster

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Different Approaches to Migrate a Desktop Environment

an evolutionary approach

a systematic approach

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an evolutionary approach

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Open Client for Linux Strategy

Objective● Long term, strategic effort to build and deliver a fully supported, standards-based

desktop Linux client designed to increase the productivity of IBMers with a business need for Linux

● Provide applications and desktop services that can work on different operating system – centrally provisioned and managed

● Focus on Open Standards based solutions

● Align with IBM product strategy and exploit IBM Research technology

● Create Solutions that can be replicated with IBM clients

● Lead the industry in integrated open client platforms

● Increase employee productivity/satisfaction and decrease TCO

Vision● Provide IBM internal population with the “right” client platform based on business role

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Linux Standard Client Architecture• Open Client 2.0 selective install of our strategic alliance Linux Distributions

●Red Hat Enterprise Linux Workstation ●“Standard” - selective install for users●“Developer” - selective install for developers

●Novell’s SUSE Linux Enterprise Desktop• Customization for business units / user segments• Focus on Integration of the Linux Client into the IBM Enterprise

Managed Client – Patch Distribution, Application Management, User Admin, Remote Admin

Optimized Hardware Configurations for ThinkPad models

IBM specific applications

Business unit apps Developer Tower apps

Security patches and distribution updates

Base Linux Distribution – RedHat/SUSE

Site layer applications

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Optimizing Hardware, Software Management, Security Tools and other

Optimized Hardware Usage:

● Printer Management for IBM Printer

● Global Print Web Seite

● VPN Support via IBM Connect

● Wireless Support

Security Tools:

● Workstation Security Tools for Linux

● Antivirus Tool

Software Management:

● IBM Software Installer

Additional Tools:

● Citrix ICA Client

● Terminal Emulation

● Google Desktop Search

● Keyring manager

● K3B

● ...

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Productivity Tools

Collaboration:

● IBM Lotus Notes

● IBM Lotus Symphony

● IBM Lotus Sametime

● Lotus Notes Traveler

Filemanagement:

● Nautilus

● Konqueror

● MyHelp including IBM Tivoli Storage Manager

● Applet for GSA support

Audio & Video Support:

● IBM MPEG4 Player

● RealPlayer

● Movie Player

● Amarok

● ...

Browser, Viewer:

● Mozilla Firefox

● Adobe Acrobat Reader

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Image Distribution 1 – 2

Lifeboat CD

European Mirror Server -Selected ISCI/ISSI servers

FTP

Watson Research

AuthenticationImage Info.

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Image Distribution 2 – 2

1. Boot client workstation using ISCI 3.0 / Lifeboat Boot medium (CD-ROM, USB memory key, etc.)

2. Start “Installation Wizard”

3. Authenticate using IBM Intranet Password (IIP)

4. Load Bluepages Information for entitlement

5. Load information from DB2 server (profiles, server/image tables, entitlement rules, etc.)

6. Verify access, offer Client Delivery Options, select ISCI Server and execute preinstallation steps

7. Load image files (FTP) and start installation

8. Logg build information and send statistic to IBM DB2 Database Servers

EMEA Mirror Servers -Selected ISCI/ISSI

servers

1

3

2 6

4

5

7

8

Lifeboat CD

Websphere - Watson Research

Bluepages – LDAP Directory Server

IBM DB2 Database Server

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Support & Service

Supporting Communities

● Peer-to-peer support

● Level 2

● Level 3

Important features of IBM's Open Client for Linux support

● Ease of access to documentation using wikis, forums, multimedia documentation, ...

● Direct feedback to development team through submitting bugs and feature requests

● Integration into support processes of other OS support processes

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Roll Out

● Setting up tutor communities via “teach the teacher classes”

● Tutor communities per country cross organizations

● Offer “Install parties” for new Linux users including supporting hardware

● Establish follow up calls

● Establish Open Client for Linux communities per location

● Build communities using mailing groups, tagging, bluegroups, ...

● Engage higher level management

● Track roll out progress

● Analyze status and address next level of user segment

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a systematic approach

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Standardized Approach for Migration Projects – IGS Method

Data Model

Setup

Pilot Project

Re-Design

Migration / Integration

Test

Tuning

Estimationof Effort

ProjectDefinition

Definition of theTarget Systems

Business-Case

Acceptance

Education

NextSteps /Projects

Planing Migration Follow-UpPreparation

Project Management / Quality Assurance

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Migration Strategies Big Bang – All or nothing migration

Incremental Migration – Staged Migration aka Step by Step aka Chicken Little

Parallel Migration – Eco Migration

Bateman A. and Murphy J. “Migration of legacy systems”,Brodie M. and Stonebraker M., “DARWIN: On the Incremental Migration of Legacy Information Systems”Brodie M. and Stonebraker M., “Migrating Legacy Systems Gateways, Interfaces and the Incremental Approach”I. Sommerville, “Software Engineering Environments”, 5th Ed., Addison-Wesley 1995

Effort /Stress

Migration Period

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Pros and Cons of the different Migration Strategies

Strategy Description Pros Cons

Big Bang old systems will be fullyreplaced in a particularpoint in time

● usually less costs● fast replacement of the legacy system● no interim solutions required● one-time effort for preparation, test and

acceptance

● not possible in complex or large environments● requires an intensive preparation● requires a lot of personnel in a relatively small

point in time● risky, specially in large projects

IncrementalMigration

components are migratedstep-by-step;starts usually with a pilotmigration

● punctual effort is relatively low● less risky in each migration step● allows a structured migration if appropriately

planned● avoids the need of extensive resources● if problems occur only small steps need to be

revoked● last minute-changes can be incorporated quite

easily● migration costs are spread over a longer

timeframe● best trade-off between migration cost and effort

● migration might be time consuming● system needs to be fragmented● additional effort on interfaces and connections

to the old systems

ParallelMigration

new and legacy system areconcurrently in productionfor a limited time period

● usually save, because a fall-back system isalways available

● best approach if outages are impossible● migration issues can be easily handled● in-depth testing is possible

● huge effort to run two systems in parallel● potential data inconsistencies must be

avoided for example through mirroring orreplication

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Organizational Planning

Steps:

● Classification & SegmentationAssessing Usage Patterns - User Classification & Functional Segmentation

● Surveying User DataSurveying User Data - As-is Analysis of the current IT Infrastructure (SW, HW)

● SimplificationSimplify Application Scenery - Reduce amount of applications within each Functional Group

● Functional ContinuityRetain functionality of existing applications - and avoid loss of productivity

● Social Aspects

●Human Factors

●Re-Training Considerations

Classification & Segmentation

[Start Organizational Planning]

Surveying User Data

Simplification

Functional Continuity

[End Organizational Planning]

Social Considerationsl

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Organizational Planning Steps:Classification & Segmentation

Assessing Usage Patterns

● What: ► Assessment of User Classification & Functional Segmentation

● Howto: ► classify the clients,for example into the following 6 distinct User Types:

● Fixed Function● Technical Workstation● Transactional Workstation● Basic Office (Workstation)● Advanced Office (General Office) (Workstation)● Developer Workstation

● Why: ► Derive a segmentation of the usage patterns

– The user types are usually defined / determined by the IT department

– Define / determine the function and the cost of the client based on employee roles

– Segment employee requirements

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Client Functional SegmentationFixed

FunctionTechnical

WorkstationTransactionalWorkstation

BasicOffice

DeveloperWorkstation

Limited use of business applications Applications which drive business processes

Simple office productivity

No email Limited email

Limited office productivity

No instant messaging

Instant messaging

Simple browser access to intranet

File/print, systems management, network access, host emulation, ...

KioskPoint of sale

CAD / CAMMovie animation

Travel agentBank teller

Loans officerRetail front off.

Developer / System Programmer

adequate substitutes available

AdvancedOffice

Advanced office productivity

Advanced email

Advanced browser access to Internet

Back officeISV developer

Migration Complexity

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Organizational Planning Steps:Surveying User Data

Surveying User Data

● What: ► Perform an as-is Analysis of the current IT Infrastructure for each User Segment / Role-based Segment

● Howto: ► Use spreadsheets for a user data survey (asset owner) to get data about:

● Software currently in use and its function

● Hardware & Operating System currently in use and its function

● Why: ► Know the install base and IT Landscape as a base for the next step

– This information might be simply taken from a central repositories.

● However, in heterogeneous environments (for example in companies that are rapidly growing or have some acquisitions left behind) a survey might be the only way.

– You will also get knowledge of the existence of applications, SW, HW or other items not listed in any repository,but but anyhow important for your users.

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Organizational Planning Steps:Simplification

Simplify Application Scenery

● What: ► Reduce the amount of applications within each Functional Group

● Howto: ► Identify minimal subset of applications used by each Functional Group that cover at least the minimal required functionality

For example only one graphic application for each type of needs

● Why: ► Deliver only what’s really needed, to:

● Control and reduce costs

● Control and reduce complexity

● Control information flow and operating efficiency

● Avoid lock-in with any particular application or vendor

● Again: Define / determine the function and the cost of the client based on employee roles

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Simplification: Extract of Software Survey Spreadsheet

Adobe Illustrator

Product FunctionComments/

DependenciesFunctional

GroupMicrosoft Paint V. 5.1 Raster Graphic Graphic

Canon ZoomBrowser Picture Viewer Graphic

Microsoft Windows Picture andFax Viewer

Picture Viewer Graphic

Adobe Photoshop Raster Graphic GraphicVector graphic Graphic

ACDSee Picture Viewer Graphic

Corel Draw, Painter Vector graphicbeta version for

Linux avail.Graphic

JASC PaintShop Pro Raster Graphic Graphic

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Simplification: Extract of Software Survey Spreadsheet – Expanded, 1

Adobe Illustrator

Product Function Multiplatform Applications

Bridging Application

Functional Equivalent

Comments/ Dependencies

Functional Group

Microsoft Paint V. 5.1

Raster Graphic Graphic

Canon ZoomBrowser Picture Viewer GraphicMicrosoft Windows

Picture andFax Viewer

Picture Viewer Graphic

Adobe Photoshop Raster Graphic GraphicVector graphic Graphic

ACDSee Picture Viewer Graphic

Corel Draw, Painter Vector graphic beta version for Linux avail.

Graphic

JASC PaintShop Pro Raster Graphic GraphicMicrografx iGrafx

DesignerVector graphic Graphic

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Simplification: Extract of Software Survey Spreadsheet – Expanded, 2

Adobe Illustrator

Product FunctionMultiplatform Applications




Functional Group

Microsoft Paint V. 5.1

Raster Graphic NoGimp,

KolourPaintGraphic

Canon ZoomBrowser Picture Viewer No GQview Graphic

Microsoft Windows Picture andFax Viewer

Picture Viewer No GQview Graphic

Adobe Photoshop Raster Graphic No GimpGimp,

KolourPaintGraphic

Vector graphic NoInkScape,OOo Draw

InkScape,OOo Draw

Graphic

ACDSee Picture Viewer No KolourPaint Graphic

Corel Draw, Painter Vector graphic NoInkScape,OOo Draw

InkScape,OOo Draw

beta version for Linux avail.

Graphic

JASC PaintShop Pro Raster Graphic No GimpGimp,

KolourPaintGraphic

Micrografx iGrafx Designer


InkScape,OOo Draw

Graphic

Highest Common Factor: Picture Viewer Raster Graphic Vector GraphicGQview Gimp InkScape

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Simplification: Extract of Software Survey Spreadsheet – Simplified





Functional Group

Microsoft Paint V. 5.1, JASC PaintShop Pro,

Adobe PhotoshopRaster Graphic No Gimp

Gimp, KolourPaint

alternatively KolorPaint

Graphic

Canon ZoomBrowser, Microsoft Windows

Picture and Fax Viewer, ACDSee

Picture Viewer NoGQview,

KoulourPaintalternatively KolorPaint

Graphic

Corel Draw, Painter, Adobe Illustrator, Micrografx iGrafx

Designer


InkScape,OOo Draw

alternatively OpenOffice.org

DrawGraphic

Highest Common Factor: Picture Viewer Raster Graphic Vector GraphicGQview Gimp InkScape

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Organizational Planning Steps:Functional ContinuityRetain the current functionality of existing applications

and avoid loss of productivity

● What: ► To retain the functions of all currently used applications a migration path has to be found for all required applications based and according to spreadsheet (remaining columns)

● Howto: ► Check all applications of all functional groups for their availability on Linux or if alternatives available:

● Multiplatform Applications: same product and runs on multiple platforms incl. Linux● Bridging Applications: a product with equivalent functionality, not in use to far and running on current and target OS ● Functional Equivalents: other product with equivalent or similar functionality available on Linux ● Web Applications: functional equivalent product based on Web technology● Bridges to Servers: same product and OS but runs on Terminal Server that provides remote access

● Why: ► Get an understanding of the feasibility for a migration from an application point of view.

● Think about manageability and maintenance and costs

● The migration phase is a good point in time to think about shifting paradigms

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Extract of Software Survey Spreadsheet – Entire, 1

Siebel Client V. 7.0 CRM Client CRM




Web-based Alternative

Terminal Server Alternative


Functional Group

Microsoft Outlook Express

Fat E-Mail Client for basic mail messaging

No No No Collaboration

No No No via Citrix Metaframe

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Extract of Software Survey Spreadsheet – Entire, 2

Siebel Client V. 7.0 CRM Client CRM




Web-based Alternative

Terminal Server Alternative


Functional Group

Microsoft Outlook Express

Fat E-Mail Client for basic mail messaging

No No NoIBM Lotus

Domino Web Access

works fine with Firefox

Collaboration

No No No No Yes via Citrix Metaframe

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Think about it !

Organizational Planning:Functional Continuity

Portal as the Desktopfor special user segments

MultiplatformApplications

BridgingApplications

FunctionalEquivalents

Web-basedAlternatives

Terminal-ServerAlternatives

Distributed / Local vs. Centralized / Hosted

Client Flexibility

Manageability

Costs

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Social Considerations

Danger !

Dissatisfaction

Rejection

Failure / Non-Acceptance

Exploration

SatisfactionProductivity

AcceptanceChanges

● Human Factors●Factor of changesradical vs. smooth changes

●develop communication plan●select the pilot group very well

● Retraining Aspects●Learning new Look & Feel●Bridging Applications may separate Retraining from Migrationmeans some multi-platform capable applications can be migratedbefore the migration of the whole operating system starts, like OpenOffice.org

●Keep Familiar Actions / Locations / Names●Keep familiar multi-platform capable applications, like Notes, Sametime, etc●Hands on Linux prior to Migration

●Unmigratable Applications

●Desktop vs. Notebook Considerations

●Post-Migration Troubleshooting and Support

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Technical Planning● Assessing the client IT environment

HW, Function, OS, peripheral extensions

● Assessing the InfrastructureConnectivity, Working modes (Online / Offline)

● Integrating with existing servicesDHCP, DNS, LDAP, File Sharing, Printing, Proxy

● Standardizing the ClientDistribution (vendor, edition, bit width), Partitioning, File-Systems, Desktops / Window Managers, Look & Feel, User lock-down, Application choices, Thin ... Fat

● Migrating Applications and ensure Functional Continuity

● Administration PlanningSW / Patch Management, Remote Administration, Rollout / Deployment, Malware prevention

● DeploymentMethods, Initial Deployment, Personalization, Updating deployed clients

● Desktop vs. Notebook Considerationsadditional considerations for mobile clients

● Un-migratable ApplicationsTerminal Services, Multi-/Dual-boot, Virtualization

● Post-Migration Troubleshooting / SupportIn-house / vendor / distributor Support, Call Center, Forums, Wikis, etc.

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Migration & Planning – Best Practices

● Create an overall long-term strategy that includes the whole IT environmentincluding infrastructure, server and clients

● Start with (a) Pilot(s)

● Break down the Migration into manageable parts / groups

● Introduce Bridging Application prior to the actual Migration

● Centralize as much services and data locations as possible (file, print, etc.)

● Web enable and centralize as much applications, functions and services as possibletake Portal into consideration

● Consider Terminal Services and Emulators only as preliminary(due to cost and bad user experience)

● Automate as much as possibledeployment, update and patch management

● Ask for and get user feedback and react on itdo not under estimate the psychological aspect of embracing users

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Aggregated Experience... Linux Client Migration Cookbook, v2

A Practical Planning and Implementation Guidefor Migrating to Desktop Linux (368 pages)http://www.redbooks.ibm.com/redpieces/abstracts/sg246380.html

Version 2 highlights:

– Focus is a top-to-bottom understandingof Linux client SW stack as the keyto designing flexible and innovative thinto thick client deployment models

– Updated and expanded coverage of migrationbest practices, deployment strategies,and integration tips

– Version 1 more than 88,000 downloads !

– Available as PDF (download), HTML (online)or order as hard copy (ISBN 073849691X, IBM Form Number SG24-6380-01)

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Standardized Approach for Migration Projects – IGS Method

Data Model

Setup

Pilot Project

Re-Design

Migration / Integration

Test

Tuning

Estimationof Effort

ProjectDefinition

Definition of theTarget Systems

Business-Case

Acceptance

Education

NextSteps /Projects

Planing Migration Follow-UpPreparation

Project Management / Quality Assurance

IBM Software Group



GraciasSpanish

ObrigadoBrazilian Portuguese

Thank YouEnglish

DankeGerman

MerciFrench

Documents

Open Client Best Practices - IBM · März 2008 | IBM Schweiz AG, ... Open Client Best Practices Jutta Kreyss, ... Source: Microsoft, Novell, July 2006 SUSE Linux