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Plenary Boundaryless Information Flow: The Role of Open Source

Day 1: Monday 14th October 2002

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Summary

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Conference Report

Mike Lambert reviewed the conference as a whole.  There had been two plenaries: The Role of Open Source on Monday, and the Wireless Data Summit on Wednesday.  There had been a stunning presentation from the former chairman of NTT Docomo; we then heard of the grow of Mobile technologies.

Attendance had been very good, the highest for a European Conference for some time.  The feedback had also been very good, and the overall trend of conference feedback continued to show that they were meeting the needs of the conference delegates.  The overall scores (out of 5 in each case) had been:

  • Value: 4.0
  • Knowledge: 4.3
  • Relevance: 3.9
  • Logistics: 4.3
  • Location: 4.4

There had been several suggestions for topics for future conferences, including Security, which is to be the theme for February.

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Customer Council - Carl Bunje, Council chair

Carl reported on what had been a well-attended meeting, with 65+ participants.  The council had explored the Customer view of Open Source, establishing the extent to which members were engaged with Open Source, and what were the potential benefits and perceived risks.

The Council had moved on to a consideration of the qualitative attributes of Open Source,  including reliability, security, interoperability, scalability, design flexibility, QoS, support, manageability, and had established some criteria for evaluating open source engagements: lifecycle costs, benefits & intangibles. 

There had been presentations of the experiences of Open Source from panelists from DISA, Boeing, JPL, and an excellent Q&A session, including 4 additional panelists from Monday plenary

There had been an interesting proposal from Walter Stahlecker on how The Open Group might take a bold initiative to bring the Open Source community closer to Customers.

Next Steps

  • Evaluate the Open Source initiative proposal
  • Plan future meetings that continue the process of engaging members in Q&A, sharing experiences, and exchanges of viewpoints.
  • Adjust the role of the Customer Council to realize greatest value in promoting the combined voice of customer members, aligned with our limited resources to take on project work

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Active Loss Prevention

Ian Lloyd, Forum Director, presented a summary of the achievements of the week.  He began by explaining the origin of the name ALPINE.  It had been created as the name of e project funded by the European Commission, and the acronym comes from 'Active Loss Prevention in the IT eNabled Enterprise'.  The project had brought two new members to the ALP Initiative.

The objective of the meeting in Cannes had neem to agree the first 3 ALPINE projects, and to define 2 more candidate projects.

Agreed terms of reference for first three

  • Liability in mobile Commerce, led by ETIS
  • Security policy management, producing recommendations for ways forward
  • Trust services mapping, led by The Open Group, investigating services, products, people, companies use when building trust in a transation

The meeting on Wednesday morning came up with two more candidate projects, for which terms of reference are being written.

The ALPINE project will have a workshop on December 3rd in Paris; there will also be a general breakfast briefing on November 5th in Palo Alto.

Other future activities include:

  • Complete V1 of Risk Vocabulary (draft reviewed this week)
  • White paper on Trust Services in Nov
  • Recruit more participants

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Quality of Service

Carl Bunje presented on behalf of Sally Long

There had been six sessions during the week.

On Tuesday there had been a meeting on the SLA Survey and White Paper, with a view to extending customer requirements for V2 of SLA survey and White Paper. 

The QoS task force had then met with the Real-Time Working Group on extending customer requirements for a Vendor Challenge.

On Wednesday there was a SLA WG session, looking at Use Scenario developments, which will result in producing a further wolume of the Telemanagement Handbook.

There was a session on Application Manageability, looking at mapping resources to applications and business processes.

The QoS Standardization Strategy Working Group had looked at where standards work is underway and how the Task Force plays.

Finally, the planning session had summarised actions, and planning for February Conference

Next steps

  • SLA WG
    • V2 of SLA Survey and White Paper - Q4, 02
    • First Draft of Volume 4 of TMF SLA Handbook - Q4,02
    • Including 1st drafts of 3 SLA Use Scenarios - Q4, 02
  • QoS-Real Time WG
    • Vendor Challenge Requirements - Q1, 03,
    • Issue Challenge Q2,03
  • Application Manageability WG
    • Document objectives for Working Group - Q4, 02
    • Reactivate Participation in App WG with DMTF - Q4,02
  • Standardization WG
    • Populate SIB, End-to-End QoS White Paper, Identify Standards areas for more in depth work - Q1,03

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Enterprise Management

Karl Schopmeyer, Chair of the Forum, reflected on the awards the Forum had received during the week, and took the opportunity to thank all the people who had contributed to Pegasus.

There had been Joint Meetings during the week with QoS and DIF

With QoS, the meeting had agreed basic priorities for end-to-end QoS concepts and major tasks, and had agreed to start the Application Manageability activity by next meeting.

With the DIF Forum, the meeting had integrated manageability into the MAD Challenge using CIM as the basis for all of the management and Pegasus as part of the implementation

Plans for the next quarter are as follows:

  • Deliverables Progress
    • 2 Further Pegasus releases
    • Pegasus-derived Draft Specifications
    • ARM 4.0 Draft Specification
    • XSLM Draft Specification
  • Proposed February Conference Activities
    • Pegasus Developers' Conference
    • Application Manageability activity kick-off
    • Joint session with DMTF/SNIA to discuss strategy and implementation of WBEM/CIM testing and certification
  • Other Activities
    • Integration of the SNIA CIMOM project with Pegasus

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Architecture

The Forum Chair, Chris Greenslade (cjtg@frietuna.com), reported on the work and achievements of the week.

Chris reported that the main activity of the group had been going through the obligatory steps towards the next release of TOGAF.

It had not been possible to hold any public presentations on Architecture, but the group had received a presentation from Steve Ash of the DSDM Consortium, which has a certification scheme for practitioners.

The other main activity of the week had been in - preparing plans for TOGAF certification, with the aim of protecting it by ensuring that people using the TOGAF name are competent.

Plans for Certification include TOGAF Training courses, Practitioners, Professional services, Support Tools, and Certification of Architecture Practitioner.  David Jackson taken over running the overall programme.

On Thursday the group had achieved the resolution of the 141 comments that had been received - the high number had been because TOGAF had moved from being a Technical Architectre Framework to an Enterprise Architecture Framework.

Next steps

  • TOGAF 8 - Finalize and release on 13th Dec
  • Changes to TOGAF cycle to allow for demands of Certification
  • Changes to TOGAF documentation to allow for demands of Certification
  • Release plans for revisions of TOGAF 7 - Technical Edition
  • Development plans for TOGAF 8 - Enterprise Edition

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Directory Interoperability

Winston Bumpus (w.bumpus@opengroup.org), the Forum Chairman, presented the work of the group.

There had been a valuable Open Meeting which had explored issues relating to Directory deployment and certification, followed by a Members' Meeting which had discussed the next Interoperability Event and had then moved on to discuss Certification Profiles.  They had analyzed a proposed profile matrix, and had determined that in future, rather than vertical segment profiles, will have 3-4 horizontal bands: eg. core, standard, extended.

During the week the Forum appointed a new Vice Chair: Ed Harrington.

Next Steps for the Forum include:

  • Promote DIF and Directory Certification, through regional meetings where possible
  • Complete the profiles
  • Start certifying products as LDAP Certified and LDAP Ready
  • Organize an Interoperability Event
    • Dirconnect for LDAP servers + DSML interoperability testing in January
    • The Forum is planning a Certification Plugfest at Burlingame, with the option of remote participation.

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Identity Management

Chris Harding (c.harding@opengroup.org), the Forum Director, summarized the results of the week's work.

There had been updates on developments in the Liberty Alliance, Passport/WS Security, and the Trusted Transaction Roaming (t2r) project, which is a European project to carry out Identity Management using the wireless telephone infrastructure.

There was an excellent presentation on SIMC (Security Industry's Middleware Council of the New York Stock Exchange)'s Identity Management Initiative.  There was discussion on whether Liberty and WS Security are heading in the right direction.  As a result, the group have a better idea of what direction they should be going in, but but still aren't sure whether they are actually heading that way.

In the future, in the long-term, the role of The Open Group will be to act as a neutral party, preventing vendor lock-in, identifying profiles and best practices, and ensuring standards compliance through certification.

Immediate actions are to appoint a Chair and Steering Committee, to continue to review requirements and solutions, and to plan for Burlingame.

Chris Apple had offered to act as Chair of the Forum, and Chris asked for others to offer their services.

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Mobile Directory Challenge

Chris Apple (c.apple @opengroup.org), reported on the work of The Mobile Directory Challenge The group had firmed up and clarified the Challenge Scenario; developed a clearer vision of the Challenge architecture, and identified a potential role for Pegasus.  It also reviewed and approved the initial technical project plan and drew up an initial list of cost items.

Next Steps are 

  • To determine the Challenge venue (possibly the Catalyst conference), 
  • To continue the technical design - produce Application and Information Flows document, 
  • To recruit people for unfilled positions (Testing Co-ordinator, Marketing Co-ordinator, Show Floor Co-ordinator, and Recruiting Co-ordinator: volunteers please step forward!), and 
  • To draw up and start a market communications program

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Security Forum

Steven Jenkins (s.jenkins@opengroup.org), the Forum chair, reported on the achievements of the Forum's work.

  • There had been a joint meeting on Identity Management, and on Access Control, held with DIF, MMF & Messaging Forum members (30+ people).
  • On Tuesday evening there had been an open tutorial on the methodology of Design Patterns that the group is using. 
  • There had been a Security Design Patterns application workshop on Wednesday afternoon, which had concluded the material for completing SDP draft 1.
  • There had been an interesting joint session with Active Loss Prevention Initiative - Project ALPINE.
  • There was also a review by Security Forum and ALPI of the Intrusion Attack workshop for Burlingame plenary, and the US Government report on National Strategy to Secure Cyberspace.
  • There had been progress on Managers Guides on Data Privacy, Working with PKI, and Secure Email - this may become part of Working with PKI
  • Digital Rights Management - existing reqts and opportunities for standards solutions

Next steps include:

  • Continue joint Forums project on Identity Management & Access Control business scenarios
  • Maintain mutual interests in ALPINE and ALPI projects
  • Managers Guides:
    • Data Privacy - handover by 28 Nov for publication
    • Working with PKI - under reconsideration
    • Secure Email - joint project with Messaging Forum
    • Under consideration - Security Protection: Firewalls & VPNs
  • Security Design Patterns technical guide: publish by Dec 2002
  • Response to US Govt National Strategy to Secure Cyberspace; there will be follow-on discussions by teleconference.
  • Craig Heath of Symbian has drafted a document on Digital Rights Management - consider putative architecture & explore opportunities, including with OMA
  • The major focus will be on the Progress Intrusion Attack workshop to be staged in Burlingame plenary - this has been nicknames 'Saving Private Data'.

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Mobile Management Forum

Stef Coetzee (s.coetzee@opengroup.org), the joint Director of the Forum, reported.  The major event of the week had been the Wireless Data Summit on Wednesday;  there were about 120 people in the meeting, which was an excellent audience for the distinguished presenter who began the day.

Later in the day it had become clear in discussion how clear the distinction was between the views of the 'traditional' telcos and the wireless network providers, which had provided a valuable insight for the MMF.

Some MMF members had joined in the MaD Challenge, and MMF members had continued the discussion, highlighting some points to be followed up in the Secure Mobile Architecture Challenge.

An MoU has just been signed with the PCCA, and it was intended to hold a joint Wireless Showcase.  

The Secure Mobile Architecture Working Group had produced an Issues and Requirements document draft, with the aim of achieving a publication in Jan 2003

The Device Management and Provisioning Group is very interested in the CIM model scope refinement and document review.

Stef reported on the liaison work with organizations such as DMTF, OMA, IEEE 802.11 Radio Resource Measurement Group.

Future plans include the following:

  • Secure Mobile Architecture
    • Publish Issues & Requirements (version 1) Jan 2003, perhaps with an earlier public abstract.
    • Initiate Architecture activities - CIM, SIB, TOGAF
    • Bring out a Gap Analysis which would inform standards work.
  • Device Management and Provisioning
    • Issues and Requirements document work is ongoing
    • Junction points with SMA are to be defined
    • Joint CIM work with DMTF is ongoing
  • Wireless Data Showcase - SFO Feb 2003
    • A planning meeting with the PCCA is arranged for Nov 6
  • Marketing/PR plan
    • Membership reach - enterprise IT interest groups
    • Analysts, press, consortia liaison

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Real-time and Embedded Systems

Joe Bergmann <j.bergmann@opengroup.org> summarized the achievements of the week, which had involved a large number of new attendees.

  • Report - RT&ES Working Groups
    • RT OS Profiles & Certification
    • Update from IEEE PASC SSWG RT
    • IEEE PASC SSWG RT to collocate at the San Francisco meeting
  • RT Java for Safety/Mission Critical Applications
    • Consensus to develop JSRs for submittal to Java Community Process
    • Need clarification on issues like IPR ownership, Royalties on follow-on implementations, and the route to international standardization
    • Follow-on meeting 30 October in Irvine, California
  • Security for RT & Embedded Systems
    • Update from Boston Meeting
    • Follow-on meeting on 14 November in the Chantilly, Virginia to facilitate development of a generic RT Protection Profile under the Common Criteria
  • Safety/Mission Critical Applications
    • European Audience
    • High level of interest in best practices & development of safety related OS profiles
  • RT Infrastructure Requirements
    • No activity

Going Forward. the group will focus on the Boundaryless Information Flow.  It will also increase emphasis on membership from System Integrators, Universities, National Research Laboratories, and aim to expand contacts in Europe.  Finally it intends to accelerate deliverables through additional workshops: RT Java JSR development - 30 October in Irvine, California, and Security Protection Profile development - 14 November in Chantilly, Virginia

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Summary

Mike Lambert concluded the session.  He referred to the fact that there had been no report from Messaging Forum.  There had been no meeting this week because of the deire not to compete with EEMA in Europe.  In future, it seems that the Messageing Forum has moved away from a situation where it was competing with EEMA, and it will probably meet in Europe in the future.

There is the target of developing a certification program for Mail Products by the end of the year.  A meeting is planned for November 8-9 meeting in Chicago to progress the next stage of the Secure Messaging challenge, with guidelines on how to defend against SPAM, and the whole question of Unified Messageing.  Folllowing discussions on OPenOffice, the group is looking at Document Interchange formats.

The Open Group has continued idea of running projects, not committies, and the week hed reflected an increasing mixing of the work of the forums.  Mike saw this as a very healthy trend.

Looking Forward, Mike Lambert presented the future meeting schedule:

  • February 3rd-7th : San Francisco (Airport area) - topic: Boundaryless Information Flow - Keeping IT Secure
  • April 28th-May 1st : Austin, Texas
  • July 21st - 26th 2003
  • October 20th - 24th : Washington DC area

Finally, Mike thanked the back-room staff who had worked to make such a success of the conference: John Meyer, the Conference Director, Yvonne Corper, Michala Burton, Patty Donovan (who planned al the activities on Monday evening), Martin Kirk for looking after the IT and wireless networking equipment, and Andrew Walker for coordinating the conference proceedings.

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