Open Source

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TROPO

Adam Kalsey • August 26, 2010 • Earth

In this talk at the LoneStarRuby Conf 2010, Adam Kalsey from Troppo addresses the critical issue of lock-in associated with cloud services, particularly in the Ruby community, which heavily relies on these services. He shares insights from his past experience working for an e-commerce Application Service Provider (ASP) that ultimately failed, leaving many clients stranded. Kalsey emphasizes the dangers of relying too much on single-vendor services, which can lead to catastrophic consequences if those vendors exit the market or undergo significant changes.

Key Points Discussed:
- Definition of Lock-in: Lock-in occurs when businesses become dependent on a single vendor’s tools and systems, making it difficult to switch to alternative providers. This can happen through proprietary systems or application dependencies.
- Historical Example: Kalsey recounts his experience with a failed e-commerce ASP that had significant resources but went under, impacting numerous clients who struggled to adapt quickly.
- Transition Difficulties: Switching from a single platform often involves high costs and impacts productivity, such as when users were reluctant to leave AOL due to established communication patterns.
- Legal and Contractual Issues: Contracts can bind clients to vendors unexpectedly, complicating transitions even when businesses might want to move away.
- Mitigating Lock-in Risks: Advice includes evaluating exit strategies before engaging with a vendor, establishing code escrow agreements, and seeking open standards that offer better portability.
- Use of APIs: Kalsey points out that while APIs can facilitate integration, they can also present lock-in challenges if only accessible from a single vendor.
- Adoption of Standards: Utilizing recognized standards allows for greater flexibility and compatibility across different platforms, reducing lock-in risks.
- Call to Action: Kalsey encourages attendees to assess their current cloud services, ensuring they have a clear plan in case of vendor failure, enabling better preparation for potential disruptions.

Conclusion: Kalsey concludes with the message that understanding and planning for vendor lock-in is essential, encouraging developers to question the necessity of each feature in their applications and to keep their technology stack as minimalist as possible for effectiveness and adaptability.

His talk is a compelling reminder of the universal risks associated with dependency on software providers, especially within cloud environments, stressing the need for proactive management of these relationships.

TROPO
Adam Kalsey • August 26, 2010 • Earth

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LoneStarRuby Conf 2010

00:00:09.860 Hello, everyone. I'm Adam Kalsey from Troppo. You might notice that I usually talk loud enough that I don’t need a microphone, but when I do use one, it does all kinds of fun things. Today, I'm going to discuss a topic that relates to lock-in in cloud services.
00:00:34.590 One of the interesting aspects of the Ruby community is its heavy reliance on cloud services. Whether it's Gmail for your email, GitHub for version control, or platforms like Heroku and Engine Yard, the Ruby community uses cloud services more than any other developer community I've encountered. About 15 years ago, I worked for a company that was essentially an e-commerce ASP, a term people used before they coined it as ‘cloud providers’.
00:01:03.270 We managed various functions such as e-commerce, warehouse management, and finance for our clients. Whenever we brought in a new customer, we would entirely redesign their business process to work around our platform, which was quite successful for a time. We had nearly half a billion dollars in funding and revenue, and everyone thought the company was in a great position. However, we eventually shut down, giving our clients only 60 days' notice before we ceased operations. This left about a hundred companies that relied on us scrambling, and many went out of business as a result.
00:01:39.299 This experience has influenced my perspective at Troppo, where we decided to go open source with our entire platform. We wanted to ensure that if clients couldn't stay with us, they wouldn’t be left in a hopeless situation; they could take their platform and run it on their own servers.
00:02:19.530 So, what is lock-in? Lock-in occurs when you have applications or deployments that are tied to a single vendor. For example, if your data is stuck with a specific provider or if your business processes only work with their systems, you risk being locked in. If you've built your workflow around a specific vendor's tools, what happens if that vendor fails or decides to exit the business? Just because a vendor is large, such as Microsoft, doesn’t mean they will always be there for you. They might exit a business line if it's not lucrative enough.
00:03:06.350 Even if a vendor is well-funded and doing great, acquisitions happen, and you may end up with a company whose values or practices you don't align with. Lock-in also occurs because sometimes companies build their platforms on closed systems or rely on proprietary extensions that make switching to another provider difficult.
00:03:30.660 Switching costs can create lock-in as well. For instance, how many of you were using AOL email back in the mid-90s? When it came time to transition to a different email provider, many faced challenges due to the amount of communication established over the AOL domain.
00:04:30.100 With installed software, lock-in issues may be less severe compared to cloud services, yet there can still be legal agreements that bind you to a vendor without you even realizing it. Contracts can include locked-in fees for a set duration, guaranteed minimums, and more.
00:05:42.470 To avoid lock-in, you want to understand the exit strategy before you even begin working with a vendor. Assess the costs and benefits of switching away from a provider. If it’s easy to move your application to another provider, then the risk of lock-in is significantly reduced.
00:06:07.810 Consider options like code escrow agreements where if a vendor goes out of business, you receive a copy of their source code. This ensures continuity even if the vendor fails. However, keep in mind the investments in training and understanding how to use a platform, because moving away might require code archaeology.
00:06:52.650 You should also consider the implications of using API services. Just because an API is documented doesn't mean it's open. If an API is only offered by a single vendor, you're still risking lock-in. Standards that are recognized by multiple vendors can help you avoid this problem.
00:07:46.760 Using established standards allows you to run applications across different vendors, enabling greater flexibility. For instance, Eucalyptus lets you run AWS applications on your private cloud, and many cloud vendors strive for compatibility with AWS APIs.
00:08:07.300 In summary, I want to encourage you all to evaluate the cloud services you are currently using. Examine the portability of your apps and data. Ask yourself: if your vendor vanished tomorrow, what would you do? Planning for such scenarios can help protect you from the risks of vendor lock-in.
00:08:44.810 Finally, my name is Jeff Bowman from Val Technologies. I’ve been dabbling in Ruby and TK, primarily because I find it an interesting alternative to working with web frameworks. TK is an older toolkit, originally built for X Windows and Unix systems, which is still highly useful for developing cross-platform applications.
00:09:06.750 If you're working on TK, you need to be aware that it makes significant use of instance eval, which can affect scoping. When getting started, you'll require the appropriate libraries. Once you've set up your environment, it's about utilizing those libraries to build interfaces effectively.
00:10:10.030 For resources, I recommend 'Tcl and the Tk Toolkit' by John K. Ousterhout, which is an excellent book for learning about TK. If you’re using Linux, you can easily install the necessary libraries. Mac users might find success with Homebrew, and Windows users should look into ActiveState.
00:10:56.520 In terms of using Ruby with TK, I'll walk you through some basic coding practices. A significant part of managing your code is keeping your methods organized to prevent scoping issues related to strings in TK. I will share some sample code that demonstrates setting up the main window and additional elements.
00:11:45.900 Here’s how to create a simple entry box and frame in TK. As you work within the framework, ensure that you're comfortably managing the instance variables and how they are handled within your methods. This simple organization will go a long way in maintaining clean code.
00:12:20.000 For those planning to integrate Ruby and TK, remember to consider cross-platform deployment. You can run these applications on Windows, Mac, and Linux seamlessly. The community support available for Ruby and TK can assist you in the development process.
00:13:00.480 As I wrap up, consider utilizing Jekyll for your static sites. It simplifies the development process considerably, enabling you to compile templates into static HTML without the comprehensive overhead of server management. Jekyll allows quick and straightforward asset handling.
00:14:06.050 While we embrace the advantages of rapid development using modern tools, it's essential to be mindful of the pitfalls based on past experiences. Always keep your applications as minimalist as possible and evaluate whether every feature is truly necessary.
00:14:41.300 In conclusion, always question your assumptions. Just because you believe a feature is vital doesn’t mean it is. Focus on what you truly need and avoid building excess features prematurely. Thank you for your attention today.
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