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Migrating to Free Software:a Reference Protocol for LibreOffceItalo VignoliThe Document Foundation
Why The Document FoundationWhy LibreOffce
Our Ten Years Heritage
Community wants Project Independence
Breaking the Bell
The Do cum en t Founda t ion w a s bo rnTO PROMOTE fre e s o f w a re
TO P R O M O T E S W u s e r fre e d o mTO P R O M O T E d o c u m e n t fre e d o m
T O P R O M O T E o p e n s ta n d a rd sT O D E V E LO P L ib re O f ice
The Document Foundation
www.documentfoundation.org
Advisory Board
Turning the Paradigm Upside Down
Next Decade Manifesto (1)
Next Decade Manifesto (2)
Next Decade Manifesto (3)
F o u n d in g P rin c ip le sCO P Y L E F T L IC E N S E
N O CO N T R IB U T O R A G R E E M E N TM E R IT O C R A C Y
CO M M U N IT Y G O V E R N A N C EV E N D O R IN D E P E N D E N C E
The Document Foundation
LibreOffce
www.libreoffce.org
www.libreoffce.org
www.libreoffce.org
Growing Developer Community
"The Amazing Easy Hacks"
Document Liberation Project
Organizations Have Listened
City of Munich (Project LiMux)
City of Munich (Project LiMux)
15.000 PC
French Government
French Government
500.000 PC
Comunitat Valenciana
Comunitat Valenciana
120.000 PC
Dutch Ministry of Defense
Dutch Ministry of Defense
45.000 PC
Copenhagen Hospital System
Copenhagen Hospital System
25.000 PC
Regione Umbria
Regione Umbria
6.000 PC
South Tyrol
South Tyrol
6.000 PC
LibreOffce vs Microsoft Offce
W o rd - Exce l - Pow e rPo in tve rsu s
W rite r - C a lc - Im p re s s + D ra w
9 0 % o f fu n c tio n s a re id e n tic a l o r v e r y s im ila r1 0 % o f fu n c tio n s a re d if e re n t o r e xc lu s iv e
Why Migrate to Free Software
Migrate to Change for the Better
Gnu Migrate for Better Food
Migrating Might Be Hard and Painful
Migrate to Improve Freedom
Choo se the be s t sofw a reD e c id e w h e re to in v e s t th e m o n e yD e c id e w h a t to im p ro v e in th e s y s te mC o n trib u te to th e fu tu re o f th e s o f w a reB e co m e a co m p o n e n t o f th e s o lu tio n
Migrate to Reduce Vendor Lock In
G e t rid o f p ro p rie ta r y lice n s e co s tsG e t r id o f v e x a to r y lice n s e co n d itio n sG e t r id o f o b fu s c a te d te c h n o lo g ie sG e t r id o f fa ls e & tric k y " o p e n s ta n d a rd s "G e t r id o f v e n d o r's d e s k to p d o m in a n ce
Migrate to Increase Interoperability
Migration Highlights
Adop t ion o f O pen Docum en t Fo rm a t ( ISO / IEC 26300 )
L ib re O f ice F le x ib ility : e x te n s io n s , m a c ro s , P H P, P y th o n
Fre e d o m to in s ta ll L ib re O f ice o n a n y p e rs o n a l co m p u te r
O p p o rtu n ity to tra in u s e rs to th e s a m e a g re e d s k ill s e t
O p p o rtu n ity to re v ie w /o p tim ize d o c u m e n t m a n a g e m e n t
O p p o rtu n ity to re o rg a n ize th e IT d e s k to p in fra s tru c tu re
Technical Strengths
O p e n s o u rce a p p lic a tio n
G ro w in g a n d d y n a m ic d e v e lo p m e n t co m m u n ity
T im e b a se d re le a s e c y c le fo r s c h e d u le d u p g ra d e s
C o m p a tib ility w ith a ll M ic ro s o f O f ice file fo rm a ts
LO " fre s h " fo r fe a tu re s , LO "s ta b le " fo r e n te rp ris e s
A va ila b ility o f va lu e a d d e d ce rtifie d s e r v ice s
Financial Strengths
Fre e s o f w a re lice n s e
G ro w in g e co s y s te m o f va lu e a d d e d s e r v ice p ro v id e rs
C e rtifie d p ro fe s s io n a ls fo r M ig ra tio n s a n d Tra in in g s
C e rtifie d d e v e lo p e rs fo r L e v e l 3 s u p p o rt
P la n n e d o b s o le s ce n ce o f s o f w a re a p p lic a tio n s
What "Migration" Means
Migration≠Replacement
Migration=Change
Resistance to Change
Change Curve
Reduce Resistance to Change
Negative Reaction to Change
Positive Reaction to Change
Managed Change Curve
What "Interoperability" Means
Migrate to Increase Interoperability
Interoperability≠Exchanging Documents
Interoperability=Working Better Together
History of Document Processing
YEAR TOOL3000 BC clay table(t) + engraver2000 BC papirus + paint brush0 paper + ink + goose pen1000 AC paper + skin + ink + goose pen1500 AC paper + ink + pen + pencil (and press)
1900 AC paper + pen + typewriter1980 AC PC + paper + text editor sofware2000 AC PC + paper + ofice sofware
Phisically Interoperable Documents
From Closed to Open
Open ContentClosed Content
Closed FormatClosed Format
From Offce to Social
Ofice Documents• Unstructured• Format intensive• Printed output
imperative• Network efects
locks users in
Social Documents• Many tools (wikis,
blogs, web/mobile)• Format for device• Print seldom• Dynamic sharing• Highly social• Co-editing• Semantically rich• Programmable
Document Tradeoffs
Visual Richness of Authoring EnvironmentAbility to Say AnythingPixel PerfectionHigh FidelityPower Structure
UniversalityAccessibility
Semantic RichnessAbility of Everyone to Understand
Interoperability Challenges
PAPER
Search Engine
Email Attachment
Doc Repositories
Potential Points of Failure
PAPER
Search Engine
Email Attachment
Doc Repositories
Interoperability ?
W e le a rn to c re a te n ice d o c s fo r p rin tin gW e d o n o t le a rn to c re a te in te ro p e ra b le d o c sW e u s e fa n c y fo rm a ttin g a n d fo n tsW e d o n o t re s p e c t th e s e m a n tic s o f X M L ta g s… b u t w e co m p la in if th e d o c is m e s s e d u p
Interoperability: a Learning Process
U s e tru e o p e n d o c u m e n t s ta n d a rd sU s e fre e fo n ts a va ila b le o n a n y p la tfo rmC re a te " in te ro p e ra b le " d o c u m e n ts… g o o d to o p e n w ith a d if e re n t s o f w a re… g o o d to o p e n w ith a d if e re n t O S
Help Interoperability: Applications
U se in te rope rab le da ta fo rm a ts
Te a c h th e u s e r h o w to u s e th e p ro d u c t in a n in te ro p e ra b le w a y
In c lu d e d o c u m e n t te m p la te s a n d d e fa u lts th a t e n co u ra g e in te ro p e ra b ility
A llo w va lid a tio n o f in te ro p e ra b le d o c u m e n ts
Help Interoperability: Data Formats
S e p a ra tio n o f co n te n t , a ttr ib u te s , b e h a v io rs a n d m e ta d a ta
R e u s e o f e x is tin g , e s ta b lis h e d o p e n s ta n d a rd s
T h o ro u g h re v ie w o f d o c u m e n t fo rm a ts
U s e o f s ta n d a rd co m p o n e n ts
Help Interoperability: Organization
A d o p t o f a s in g le s ta n d a rd o p e n d o c u m e n t fo rm a t
A d o p t a p p lic a tio n s w ith p ro v e n co n fo rm a n ce to th a t o p e n d o c u m e n t s ta n d a rd fo rm a t
Te a c h u s e rs h o w to c re a te in te ro p e ra b le d o c u m e n ts
Help Interoperability: Users
C a p tu re in fo rm a tio n a t th e h ig h e s t le v e l
A d d d o c u m e n t m e ta d a ta
P ro v id e a n n o ta tio n s fo r a cce s s ib ility
U s e te m p la te s a n d s ty le s
Document Formats
Proprietary vs Open & Standard Formats
P rop r ieta ry Fo rm a tsG ene ra lly sec re t and un ive rsa lly de s igned to be u sed in on lyo n e p ro d u c t co n tro lle d b y a s in g le v e n d o r (v e n d o r lo c k-in )
O p e n & S ta n d a rd F o rm a tsA p p ro v e d b y a n in te rn a tio n a l o rg a n iza tio n s u c h a s IS O
P u b lic ly a va ila b le a n d im p le m e n ta b le , a n d a g re e d u p o n b y m a n y d if e re n t o rg a n iza tio n s
C a n b e u s e d b y m a n y p ro d u c ts a n d a re v e n d o r-n e u tra l
In a w o rld w h e re p a p e r d o c u m e n ts are in c re a s in g ly re p la ce d b y e le c tro n ic re co rd s ,
e n s u rin g th e lo n g te rm a cce s s a n d u s a b ility o f th e s e re co rd s is c rit ic a l.
OAS IS OD F Adop t ion TC , D ecem be r 10 , 2006
Interoperability vs Document Format
O penXM L w a s de s igned from the s ta rt to be capab le o f fa ith fu lly re p re s e n tin g th e p re -e x is tin g co rp u s o f
w o rd -p ro ce s s in g d o c u m e n ts , p re s e n ta tio n s , a n d s p re a d s h e e ts e n co d e d in b in a r y fo rm a ts d e fin e d b y
M ic ro s o f C o rp o ra tio n .
Of ice O pen XM L O ve rv iew , ECM A In te rna t iona l, D ecem be r 2006
Interoperability vs Document Format
Open Document Format
Document Extension
Text ODT
Spreadsheet ODS
Presentation ODP
Drawing ODG
Chart ODC
Image ODI
Database ODB
Math Formula ODF
ODF Timeline
"M ic ro sof ha s su cce ss fu lly im p lem en ted the OAS IS O pen Do cum en t Fo rm a t (O D F ) V e rs io n 1 .2 S ta n d a rd in th e M ic ro s o f O f ice 2 0 1 3 a n d M ic ro s o f O f ice 3 6 5 p ro d u c ts . O u r te s tin g h a s s h o w n th a t th e s e im p le m e n ta tio n s o f O D F 1 .2 p ro v id e a h ig h le v e l o f in te ro p e ra b ility b e tw e e n M ic ro s o f O f ice a n d o th e r in d e p e n d e n t
im p le m e n ta tio n s o f th e s ta n d a rd . M ic ro s o f te c h n ic a l e x p e rts p a rtic ip a te d in th e O D F Te c h n ic a l C o m m itte e , w ith s p e c ific fo c u s o n th e O p e n F o rm u la a n d d ig ita l
s ig n a tu re s p e c ific a tio n s . In M ic ro s o f 's o p in io n th e O D F 1 .2 s p e c ifica tio n re p re s e n ts a s ig n ific a n t im p ro v e m e n t to th e O D F s ta n d a rd ".
J im T h a tc h e r, P rin c ip a l P ro g ra m M a n a g e r, O f ice S ta n d a rd s , M ic ro s o f C o rp o ra tio n
Microsoft and ODF 1.2
ODF Adoption
Hybrid PDF Format
Inside ODF
Document: XML Container
M ic ro s o f h a s s u cce ss fu lly im p le m e n te d th e O A S IS O p e n D o c u m e n t F o rm a t (O D F ) V e rs io n 1 .2 S ta n d a rd in th e M ic ro s o f O f ice 2 0 1 3 a n d M ic ro s o f O f ice 3 6 5 p ro d u c ts . O u r te s tin g h a s s h o w n th a t th e s e im p le m e n ta tio n s o f O D F 1 .2 p ro v id e a h ig h le v e l o f in te ro p e ra b ility b e tw e e n M ic ro s o f O f ice a n d o th e r in d e p e n d e n t
im p le m e n ta tio n s o f th e s ta n d a rd . M ic ro s o f te c h n ic a l e x p e rts p a rtic ip a te d in th e O D F Te c h n ic a l C o m m itte e , w ith s p e c ific fo c u s o n th e O p e n F o rm u la a n d d ig ita l
s ig n a tu re s p e c ific a tio n s . In M ic ro s o f 's o p in io n th e O D F 1 .2 s p e c ifica tio n re p re s e n ts a s ig n ific a n t im p ro v e m e n t to th e O D F s ta n d a rd .
J im T h a tc h e r, P rin c ip a l P ro g ra m M a n a g e r, O f ice S ta n d a rd s , M ic ro s o f C o rp o ra tio n
Microsoft and ODF 1.2
Free Fonts for Any Operating System
Proprietary Fonts
Migration Protocol
Reference Migration Protocol
Analysis Impact Test Training Support
●Documents●VBA Macros● Integration
Communications
●Bug Fixes●Compatibility● Interoperab.
Long TermSupportedSoftware
●Bug Fixes●Compatibility● Interoperab.
●New FeatureDevelopment
● Integration
Deployment Evolution
●Trainers●End Users●Third Parties
Project Management
Real Issues
Te c h n ic a lM a n a g e m e n t o f n e w d o c u m e n t fo rm a tsC o n v e rs io n o f d o c u m e n ts to th e s ta n d a rd fo rm a tL e a rn in g c u r v e fo r th e b a s ic ru le s o f in te ro p e ra b ility
P s y c h o lo g ic a lL e a rn a co m p le te ly n e w o f ice s u ite a f e r 2 0 y e a rsR e s is ta n ce to c h a n g e a n d la c k o f m o tiva tio nIf it is fre e th e n th e re is a h id d e n tra p
False Issues
K e y fe a tu re s a re m is s in g
S o m e fe a tu re s a re in th e w ro n g p la ce
T h e file fo rm a t is d if e re n t a n d n o t p o p u la r
O p e n in g d o c u m e n ts m e s s e s u p th e fo rm a t
Fre e s o f w a re is fo r te c h n ic a l p e o p le
Migration Timeline
Analisys
Project Management & Communications
Impact Test
Support
Deployment
Training
Reference Migration Protocol
Analysis Impact Test Training Support
●Documents●VBA Macros● Integration
Communications
●Bug Fixes●Compatibility● Interoperab.
Long TermSupportedSoftware
●Bug Fixes●Compatibility● Interoperab.
●New FeatureDevelopment
● Integration
Deployment Evolution
●Trainers●End Users●Third Parties
Project Management
Analisys
Do cum en t P rodu c t ion
D o c u m e n t Te m p la te s /S ty le s
D o c u m e n t A u to m a tio n (M a c ro s )
D o c u m e n t F lo w (In te rn a l/E x te rn a l)
P ro d u c tio n /In te ro p e ra b ility P o lic ie s
T h ird Pa rty A p p lic a tio n s
StakeHolders
Owners ManagersPowerUsers
BasicUsers
Customers Suppliers PartnersThird
Parties
Documents
MacrosAutomation
StylesTemplates
Spreadsheets - DatabasesText Documents - Presentations
Macros
Reference Migration Protocol
Analysis Impact Test Training Support
●Documents●VBA Macros● Integration
Communications
●Bug Fixes●Compatibility● Interoperab.
Long TermSupportedSoftware
●Bug Fixes●Compatibility● Interoperab.
●New FeatureDevelopment
● Integration
Deployment Evolution
●Trainers●End Users●Third Parties
Project Management
Organization
Te c h n o lo g y L e a d e rs
D e p a rtm e n t P ro je c t M a n a g e rs
U s e r G ro u p s b y R o le , Ta s k s a n d S k ills
In te rn a l/E x te rn a l In te ro p e ra b ility F lo w
P o te n tia l R o a d b lo c k s
Kick Off
M e e tin g w ith Te c h n o lo g y L e a d e rs
P re s e n ta tio n o f L ib re O f ice to Te c h L e a d e rs
C o n v e rs io n o f Te m p la te s a n d D o c u m e n t M o d e ls
K ic k O f th e C o m m u n ic a tio n : In te rn a l & E x te rn a l
O rg a n iza tio n o f Tra in in g to In te rn a l Tra in e rs
P ro d u c tio n o f S u p p o rt D o c u m e n ts
Reference Migration Protocol
Analysis Impact Test Training Support
●Documents●VBA Macros● Integration
Communications
●Bug Fixes●Compatibility● Interoperab.
Long TermSupportedSoftware
●Bug Fixes●Compatibility● Interoperab.
●New FeatureDevelopment
● Integration
Deployment Evolution
●Trainers●End Users●Third Parties
Project Management
Communication Strategy
S ta rt w ith In te rn a l C o m m u n ic a tio n
In v o lv e O w n e rs /M a n a g e rs in th e P ro je c t
O f ic ia lly A n n o u n ce th e M ig ra tio n P ro je c t
In v o lv e " Te c h n o lo g y L e a d e rs "
C re a te a W e b s ite /B lo g & U s e S o c ia l M e d ia
P u b lis h E v e r y th in g Tra n s p a re n tly
Internal Marketing
Ded icated In terna l Po rta l
Project Status, D ocum entation , T ips
O nline Support, T icket ing System , D ow nload
Form s for Train ing Sessions, Evaluation Form s, ...
In fo about LibreO ffce and O pen D ocum ent Form at
C ollaboration and Inform ation Sharing Tools
Press C lipp ings C ollection
Reference Migration Protocol
Analysis Impact Test Training Support
●Documents●VBA Macros● Integration
Communications
●Bug Fixes●Compatibility● Interoperab.
Long TermSupportedSoftware
●Bug Fixes●Compatibility● Interoperab.
●New FeatureDevelopment
● Integration
Deployment Evolution
●Trainers●End Users●Third Parties
Project Management
Impact Test
G ro u p o f K e y U s e rs
S p o ttin g C ritic a l & B lo c k in g Is s u e s
Te s t o f D o c u m e n t P ro d u c tio n F lo w
R is k A s s e s s m e n t
Id e n tify F in a l P ro je c t R e q u ire m e n ts
S ta rt E va lu a te C o s ts a n d R O I
Reference Migration Protocol
Analysis Impact Test Training Support
●Documents●VBA Macros● Integration
Communications
●Bug Fixes●Compatibility● Interoperab.
Long TermSupportedSoftware
●Bug Fixes●Compatibility● Interoperab.
●New FeatureDevelopment
● Integration
Deployment Evolution
●Trainers●End Users●Third Parties
Project Management
Technology Leader
In te rn a l Te c h n o lo g y O p in io n M a k e rs
K e y E va n g e lis m R o le fo r M ig ra tio n to L ib re O f ice
C a n b e Tra in e rs fo r E n d U s e rs a n d F irs t C o n ta c t P o in t
F o c u s e d Tra in in g w ith M o tiva tio n a l C o n te n ts
Training
Tra in th e Tra in e rs
M e d iu m to A d va n ce d L e v e lE n d U s e r Tra in in g
B a s ic Tra in in g a b o u t W rite r a n d C a lcA d H o c Tra in in g o n Im p re s s a n d D ra wA d va n ce d Tra in in g O n R e q u e s t
Reference Migration Protocol
Analysis Impact Test Training Support
●Documents●VBA Macros● Integration
Communications
●Bug Fixes●Compatibility● Interoperab.
Long TermSupportedSoftware
●Bug Fixes●Compatibility● Interoperab.
●New FeatureDevelopment
● Integration
Deployment Evolution
●Trainers●End Users●Third Parties
Project Management
Execution
O rg a n ize E n d U s e r Tra in in g
In s ta ll L ib re O f ice d u rin g Tra in in g
P re s e n t a L ib re O f ice W e lco m e K it
P ro v id e In te rn a l L e v e l 1 S u p p o rt
U p d a te D o c u m e n t F lo w
P ro je c t L e a d e rs @ LO C o m m u n ity
Document/Template Migration
O p p o rtu n ity to R e v ie w Te m p la te s a n d S ty le s
C re a te a N e w D o c u m e n t M a n a g e m e n t F lo w
S to ra g e S tra te g y fo r R e a d O n ly D o c u m e n ts
C o n v e rs io n o f " L iv e " D o c u m e n ts
Process Optimization
R e v ie w In te rn a l F o rm s a n d Te m p la te s
R e v ie w In te rn a l P ro ce s s fo r P ro d u c tio n a n d S to ra g eo f D o c u m e n ts , a t D e p a rtm e n t a n d E n te rp ris e L e v e ls
R e v ie w T h ird Pa rty A p p lic a tio n s w h ic h In te ro p e ra tew ith th e In te rn a l D o c u m e n t M a n a g e m e n t F lo w
G u id e lin e s fo r T h ird Pa rty A p p lic a tio n P ro c u re m e n t
Reference Migration Protocol
Analysis Impact Test Training Support
●Documents●VBA Macros● Integration
Communications
●Bug Fixes●Compatibility● Interoperab.
Long TermSupportedSoftware
●Bug Fixes●Compatibility● Interoperab.
●New FeatureDevelopment
● Integration
Deployment Evolution
●Trainers●End Users●Third Parties
Project Management
Support Model
Technology LeadersIT Department Staff
Internal Level 1 SupportINT/EXT Level 2 Support
Community ResourcesExternal Level 3 Support
Support Structure
In tra n e t w ith D o c u m e n ts a n d M a n u a ls
Te c h n o lo g y L e a d e rs fo r F irs t A id S u p p o rt
In te rn a l L e v e l 1 & L e v e l 2 S u p p o rt
C e rtifie d E x te rn a l L e v e l 3 S u p p o rt fo r B u g s
In te ra c tio n w ith L ib re O f ice C o m m u n ity
B u g F ilin g o n B u g z illa
Reference Migration Protocol
Analysis Impact Test Training Support
●Documents●VBA Macros● Integration
Communications
●Bug Fixes●Compatibility● Interoperab.
Long TermSupportedSoftware
●Bug Fixes●Compatibility● Interoperab.
●New FeatureDevelopment
● Integration
Deployment Evolution
●Trainers●End Users●Third Parties
Project Management
LibreUmbria Project
LibreUmbria
Cost of Migrating to MS Offce 2010
External Costs Internal Costs
Ofice 2010 Basic (700 licenses) € 151,900
Ofice 2010 Professional Plus (300 licenses) € 93,600
Deployment of Microsof Ofice (30 hours) € 470
Training for the Trainers (40 hours x 3) € 8,400
Training for End Users (700 hours) € 11,144.13
Training Logistics € 21,200
Training Materials € 756,88
Management of Training Programs € 378,44
End User Help Desk (83 days) € 7,784
TOTAL € 275,100 € 20,533.45
Cost of Migrating to LibreOffce (1)External Costs Internal Costs
Materials for Data Collection € 189,22
Compatibility of LibreOfice with 3rd Party Apps € 283,83
Conversion Test of Existing Document Templates € 189,22
Press Releases € 567,66
Blog and Social Networks Update € 2,365.25
Organization of Press Conference € 189,22
Update of Web Portal € 1,576,83
Meeting with Managers € 189,22
Training for the Trainers (40 hours x 3) € 8,400
Training for End Users (700 hours) € 11,144.13
Training Tech Savvy Users (53 hours) € 841,07
Cost of Migrating to LibreOffce (2)External Costs Internal Costs
Training Logistics € 21,200
Training Logistics Tech Savvy Users € 1,600
Training Materials € 756,88
Management of Training Programs € 378,44
End User Help Desk (83 days) € 7,784.17
End User Help Desk from Tech Savvy Users € 2,365.25
Update of Blog and Publication of Docs € 1,892.20
E-book LibreUmbria € 2,838.30
LibreOfice with Incremental Updates € 5,000
Annual Support Package € 11,000
TOTAL € 47,200 € 33,550.89
Cost Comparison (frst 1.000 desktops)
External Costs Internal Costs TOTAL COST
MS Ofice 2010 € 275,100 € 20,533 € 295,633
LibreOfice € 47,200 € 33,551 € 80,751
DIFFERENCE - € 227,900 + € 13,018 - € 214,882
Certifcation Program
Website
Certifcation Scheme
THE DOCUMENT FOUNDATIONCertifcation Project Management
Certifcation Process (Trainers: Sponsors / Members)DevelopmentMigration Support Training
Certifed Organizations (Sponsors / Members / Third Parties)LibreOffce Migration / Integration / Deployment Projects
Corporate Users / Governments / Organizations
Italo Vignoli
Italo Vignoli - The Document Foundationmobile +39 348 5653829 - e-mail [email protected]/sip [email protected] - jabber/gtalk [email protected]