Migrating to Free Software: a Reference Protocol for LibreOffce

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Migrating to Free Software: a Reference Protocol for LibreOf fce Italo Vignoli The Document Foundation

description

Great Wide Open - Day 2 Italo Vignoli - The Document Foundation 1:45 PM - IT Operations

Transcript of Migrating to Free Software: a Reference Protocol for LibreOffce

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Migrating to Free Software:a Reference Protocol for LibreOffceItalo VignoliThe Document Foundation

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Why The Document FoundationWhy LibreOffce

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Our Ten Years Heritage

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Community wants Project Independence

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Breaking the Bell

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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

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www.documentfoundation.org

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Advisory Board

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Turning the Paradigm Upside Down

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Next Decade Manifesto (1)

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Next Decade Manifesto (2)

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Next Decade Manifesto (3)

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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

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LibreOffce

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www.libreoffce.org

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www.libreoffce.org

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www.libreoffce.org

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Growing Developer Community

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"The Amazing Easy Hacks"

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Document Liberation Project

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Organizations Have Listened

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City of Munich (Project LiMux)

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City of Munich (Project LiMux)

15.000 PC

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French Government

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French Government

500.000 PC

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Comunitat Valenciana

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Comunitat Valenciana

120.000 PC

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Dutch Ministry of Defense

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Dutch Ministry of Defense

45.000 PC

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Copenhagen Hospital System

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Copenhagen Hospital System

25.000 PC

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Regione Umbria

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Regione Umbria

6.000 PC

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South Tyrol

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South Tyrol

6.000 PC

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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

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Why Migrate to Free Software

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Migrate to Change for the Better

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Gnu Migrate for Better Food

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Migrating Might Be Hard and Painful

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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

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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

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Migrate to Increase Interoperability

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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

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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

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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

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What "Migration" Means

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Migration≠Replacement

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Migration=Change

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Resistance to Change

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Change Curve

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Reduce Resistance to Change

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Negative Reaction to Change

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Positive Reaction to Change

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Managed Change Curve

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What "Interoperability" Means

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Migrate to Increase Interoperability

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Interoperability≠Exchanging Documents

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Interoperability=Working Better Together

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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

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Phisically Interoperable Documents

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From Closed to Open

Open ContentClosed Content

Closed FormatClosed Format

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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

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Document Tradeoffs

Visual Richness of Authoring EnvironmentAbility to Say AnythingPixel PerfectionHigh FidelityPower Structure

UniversalityAccessibility

Semantic RichnessAbility of Everyone to Understand

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Interoperability Challenges

PAPER

Search Engine

Email Attachment

Doc Repositories

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Potential Points of Failure

PAPER

Search Engine

Email Attachment

Doc Repositories

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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

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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

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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

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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

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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

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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

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Document Formats

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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

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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

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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

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Open Document Format

Document Extension

Text ODT

Spreadsheet ODS

Presentation ODP

Drawing ODG

Chart ODC

Image ODI

Database ODB

Math Formula ODF

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ODF Timeline

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"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

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ODF Adoption

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Hybrid PDF Format

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Inside ODF

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Document: XML Container

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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

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Free Fonts for Any Operating System

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Proprietary Fonts

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Migration Protocol

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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

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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

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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

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Migration Timeline

Analisys

Project Management & Communications

Impact Test

Support

Deployment

Training

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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

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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

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StakeHolders

Owners ManagersPowerUsers

BasicUsers

Customers Suppliers PartnersThird

Parties

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Documents

MacrosAutomation

StylesTemplates

Spreadsheets - DatabasesText Documents - Presentations

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Macros

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Support Model

Technology LeadersIT Department Staff

Internal Level 1 SupportINT/EXT Level 2 Support

Community ResourcesExternal Level 3 Support

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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

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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

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LibreUmbria Project

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LibreUmbria

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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

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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

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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

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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

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Certifcation Program

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Website

Page 125: Migrating to Free Software: a Reference Protocol for LibreOffce

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

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Italo Vignoli

Italo Vignoli - The Document Foundationmobile +39 348 5653829 - e-mail [email protected]/sip [email protected] - jabber/gtalk [email protected]