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Open source as a strategy for
     local government

                  Nirvesh Sooful
          Chief Information Office (CIO)
                City of Cape Town
Agenda
                     • The Context – Why OSS
                     • Government’s Position
                     • Why OSS for Local Gov?
                         – International case studies
                         – Economic Model (LED)
                     • OSS in City of Cape Town
                     • The OSS Competency
                       Centre
                     • Some thoughts on options
                       for the future
                     • Discussion
         www.capetown.gov.za/smartcity
Context – Why OSS
• Developing countries position
• African Position
• South African position

• Main driver:
  – Move from a consumer of technology products to a
    creator and exporter of technology products
  – In the information society context, this means freedom



                 www.capetown.gov.za/smartcity
Why OSS? - Motivation that Points towards a Greater
Role for Open Source
                    •     We need to make sure we have a choice in software
 Choice and               (monopoly is bad for the customer).
Empowerment         •     We need to be able to easily customize and enhance
                          software when we want (especially localisation).
                    •     Much of our software is imported. How do we meet
 Develop Local            our own requirements and even export?
Industry + Skills   •     Let's try to do as much as possible locally – support,
                          enhancement, design, development.
                    •     We need to trust the software we use.
 Sovereignty +
                    •     We need to reduce our dependence on foreign
   Security
                          software and skills, especially in critical areas.
                    •     Can we reduce the amount we spend on software?
   Financial        •     Can we buy more software and services from South
    Benefits              Africa/ Africa, so the money stays in our own
                          economy? LED?
                        www.capetown.gov.za/smartcity
Government’s Commitment to OSS




           www.capetown.gov.za/smartcity
OSS in Government
• Lots of talk and commitments, however ….
• Concern that the national programmes seems to be
  oriented towards research and demonstration projects
  rather than projects that really impact upon service delivery.
• Too much focus on desktops rather than looking at niche
  areas and what makes business sense.
• Also don’t see real commitment from SITA (as the procurer
  of government ICT) and other large government
  organisations.
• Funding and resources seem to follow national initiatives
  (obviously)
• So, why should Local Government be committed?

                   www.capetown.gov.za/smartcity
Open source appropriate for LG?
I believe that it is appropriate not only for LG, but for the ICT industry

• Low levels of computerisation outside Metros
    – Eg. Western Cape range from <50 to 500 PCs (note: Metro 12500)
• Benefits of ICT (computerisation and networked based
  communications) enormous
• Need to start and gain successes to see benefits
    – It is a process eg. Cape Town’s evolution
• However, issues are:
    –   Lack of funding
    –   Lack of staff (appropriate numbers and skills)
    –   Lack of local support
    –   Pressures for LED (Local Economic Development)
• These are the ideal conditions for an active OSS strategy

                         www.capetown.gov.za/smartcity
Municipality Terneuzen:
• Terneuzen is a city in the south-western Netherlands with
  about 500 workstations.
• “open source is not a choice between all or nothing”
   – Hybrid solutions, using both open source and closed source
     software, are more realistic. With open source software Terneuzen
     has been able to realize high quality applications with relatively low
     investments, since there were no license costs involved.
• Financially the municipality Terneuzen has had a lot of
  benefit from open source software. It is estimated that the
  municipality saved between 300 and 400 thousand euros
  so far by using open source software.
• “every governmental organization should use open source
  software in one way or another” - Ad Koster, Systems Manager
                      www.capetown.gov.za/smartcity
Examples of where Open Source is being used
    Infrastructure - Linking the main location with the sub locations is done with Linux-
•
    routers.
    Mailservers - For sending and receiving external e-mail a so-called mailrelay-server
•
    has been created that is based on Sendmail and runs on Linux. On this mailrelay-
    server spam filtering takes place using SpamAssassin, and virus scanning using
    Mailscanner.
    Proxy servers and firewalls - To enable a controlled internet access a squid proxy-
•
    server is used. This proxy server is provided with DansGuardian for content-
    filtering, with DansGuardian adapted in such a way that the internet content is
    being scanned for known viruses with virus scanner Clamav.
    Firewalling - a combination of OpenBSD and Linux is used.
•
    Remote acces - To enable system managers to perform tasks from external
•
    locations a VPN solution based on IPSEC has been realised using FreeSwan/
    OpenSwan. In addition, OpenVPN is used.
    File- and printserving - Samba is used for file- and print serving for windows-
•
    clients.
    Intranet - The intranet server at Terneuzen uses Linux as control system, Apache
•
    as web server, completed with MySQL as database server and PHP as scripting
    language.
    Management applications - For monitoring servers, network components and so
•
    on, open source applications such as Nagios, NTOP and MRTG are in use.

                           www.capetown.gov.za/smartcity
Belgian City of Schoten
                                              Used Software         Function
Schoten is a municipality located in the
Belgian province of Antwerp. The IT                                intranet +
                                                 Joomla
environment consists of twenty servers. At                            extranet
the client side there are 200 desktop or
                                                                   groupware
                                              eGroupware
portable computers.
                                                                      calendar
    Used Software            Function
                                                 Moodle             courses
Suse Pro 10, Suse LES       Operating
                                                   Owl          Knowledge base
    9, Fedora Core 4          System
                                                 MBRS             reservations
       Apache              Web server
                                                                extended contact
       Samba                File server        SugarCRM
                                                                     database
        Cups               Print server
                                                Asterisk        VoIP telephony
        Squid              Proxy server
                                                                 configuration
                                             Firewall Builder
     Squidguard            Web filtering                              firewall
   Spamassassin          anti-spam server     SSL Explorer      ssl vpn solution
       Clamav               Anti-virus                             Intrusion
                                                  Snort
                                                                     Detection
       mySQL                database
                                                Helpdesk             OTRS
     OpenOffice         text, spreadsheet
                          www.capetown.gov.za/smartcity
Some of the other EU local governments that
have open source projects
    Prague
•
    Bologna
•
    Polish City of Gdańsk
•
    City of Amsterdam
•
    German City of Schwäbisch Hall
•
    City of Salzburg
•
    London
•
    Borough of Camden
•
    Vienna
•
    IJsselstein municipality
•
     See http://ec.europa.eu/idabc/en/chapter/470
•
                   www.capetown.gov.za/smartcity
The Economic Model
•   Lets take a municipality of 400 computers
•   Lets look at OSS for
     – Desktop, email, file and print, Intranet, Internet, Proxy, Anti-virus,
       Groupware, Content and Knowledge Management (incl. Document
       Management), firewall, VPN, PBX (Asterisk)
•   Propriety software cost for this solution is a minimum of R1.32 Million
    per annum (will not go into the details of the calculation here) – before
    installation and hardware
•   For this cost, I can hire 1 Project Manager (R360K), 2 Analaysts/ Sen.
    Technical resources (R240K each) and 4 Technicians (R120K each) i.e
    a DEDICATED team of 6.
•   On a propriety solution, that money would have gone out of the
    community. I would still have to pay for installation, hardware, etc.
•   In addition, I would have to pay for ongoing support, which in many
    municipalities, is flown/ driven in.

                          www.capetown.gov.za/smartcity
Open Source Projects within the City (1)
• City is running some of the largest open source projects
  that we are aware of in this country.
• Smart Cape Access Project
   – Currently over 540 open source desktops, 110 servers distributed
     across 100 sites. Open Source Applications developed for
     management, email, etc.
   – With Clinics and youth centres, this can double
• Library Standardisation Project
   – Back end systems
      • Need a replacement for current outdated Library Management System
        provided by SITA
      • Idea opportunity for partnership between SITA and City
   – Between 500 – 600 desktops used for administrative purposes

                     www.capetown.gov.za/smartcity
Open Source Projects within the City (2)
•   Clinics Patient Management System (primary health care).
    – Back end systems
        • Development completed. Currently in testing phase
        • Concern that Provincial Govt. seems to be going in another direction.
        • And SITA and National going in another
    – Between 200 – 300 desktops
    – VoIP and open source PBX (Asterisk)
•   At the end of these 3 projects, will have approx 1300 OSS desktops
    (although desktops are not a focus)
•   Porting Existing IBM AIX and Solaris Unix servers to Open Source
    Linux (Oracle Applications)
•   Implementation of an Open Source Content Management System (in
    conjunction with Smart Cape) to develop local content (Typo3)

                          www.capetown.gov.za/smartcity
Open Source Projects within the City (3)
•   Utilising Free and Open Source Software within the administration to
    enhance the existing installation eg. Network Management Tools,
    Proxy, Firewall, PDFCreator, GIMP – demos quality & value
•   Developing a comprehensive training offering – with will include OSS
    software
     – Within the Administration – beginners, intermediate and advanced
     – Public – basic training on OSS Software
     – Learnerships/ technical skills development
•   Refurbishment Centre – producing refurbished OSS PCs for community
    initiatives, CBOs and NGOs (future) and public? Cheaper connectivity?
•   Evaluating platforms like Mono.Net and considering Open Source GIS
•   Building a comprehensive business case for the implementation of OSS
    Desktops in selected areas.

                         www.capetown.gov.za/smartcity
Summary: We are currently using OSS in the City
for (together with our other propriety software):
•   Desktop
•   Email
•   File and print
•   Network Management
•   Infrastructure Management
•   Proxy
•   Spam filtering
•   Open source PBX (telephony)
•   Content Management
•   Systems Development

                  www.capetown.gov.za/smartcity
Opportunities
•   Knowledge Management
•   Project Management
•   Network based Team Collaboration
•   GIS
•   Performance Management
•   And a whole range of custom developed applications for
    municipal use – traffic, SCADA systems, Housing Waiting
    lists, Community Facilities management, etc. – could build
    a community that adds value to municipalities, and
    develops skills and job opportunities in local communities.


                    www.capetown.gov.za/smartcity
The OSS Competency Centre
• The intent is to establish an Open Source Competency
  Centre within the City with the key projects mentioned in
  previous 2 slides as anchor projects for the CC
   – Key goal of the centre is to nurture and further develop the OSS
     competency within the city.
   – Aim to position South Africa as a leading centre for the provision of
     OSS skills into Africa.
   – The centre must be seen as a reference centre
   – The centre will focus on research, development, implementation and
     ongoing support.
   – Will work with a variety of partners – local, national and international
• We would like to see this grow into a Municipal OSS
  Competency Centre that serve the needs of LG

                      www.capetown.gov.za/smartcity
Proposed Municipal Open-Source Project
•   I would like to invite interested municipalities to participate in a joint
    project to fill in the information gap about open-source technologies.
•   Many municipalities today lack a clear rationale for deciding whether
    open-source technologies would be beneficial to their operations.
    I propose creating an informal group of interested municipalities to
    conduct a joint project to develop an open-source strategic and
    transition plan.
•   It would guide municipalities in deciding whether a business case
    existed for the implementation of open-source technologies and in
    which areas it would make sense.
•   Any municipality seeking participation in the project or the OSS
    competency Centre should contact me at
    nirvesh.sooful@capetown.gov.za
                         www.capetown.gov.za/smartcity
Conclusion
• There is still a way to go.
• The City of Cape Town is committed to OSS & innovation
• We see huge opportunities in the OSS space
• The Open Source Competency Centre is our response i.e.
  “putting our money where our mouths are”
• We would like to work with the industry and other partners –
  but this is not about freebies
• Think about what value you can bring to the table by
  partnering with us.
• We would like to see a bit more excitement and energy
  around FOSS
                  www.capetown.gov.za/smartcity
Discussion/ Questions




               Let us work together
                for a better country
www.capetown.gov.za/smartcity

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ITWeb Conference June06 Open Source for Local Government

  • 1. Open source as a strategy for local government Nirvesh Sooful Chief Information Office (CIO) City of Cape Town
  • 2. Agenda • The Context – Why OSS • Government’s Position • Why OSS for Local Gov? – International case studies – Economic Model (LED) • OSS in City of Cape Town • The OSS Competency Centre • Some thoughts on options for the future • Discussion www.capetown.gov.za/smartcity
  • 3. Context – Why OSS • Developing countries position • African Position • South African position • Main driver: – Move from a consumer of technology products to a creator and exporter of technology products – In the information society context, this means freedom www.capetown.gov.za/smartcity
  • 4. Why OSS? - Motivation that Points towards a Greater Role for Open Source • We need to make sure we have a choice in software Choice and (monopoly is bad for the customer). Empowerment • We need to be able to easily customize and enhance software when we want (especially localisation). • Much of our software is imported. How do we meet Develop Local our own requirements and even export? Industry + Skills • Let's try to do as much as possible locally – support, enhancement, design, development. • We need to trust the software we use. Sovereignty + • We need to reduce our dependence on foreign Security software and skills, especially in critical areas. • Can we reduce the amount we spend on software? Financial • Can we buy more software and services from South Benefits Africa/ Africa, so the money stays in our own economy? LED? www.capetown.gov.za/smartcity
  • 5. Government’s Commitment to OSS www.capetown.gov.za/smartcity
  • 6. OSS in Government • Lots of talk and commitments, however …. • Concern that the national programmes seems to be oriented towards research and demonstration projects rather than projects that really impact upon service delivery. • Too much focus on desktops rather than looking at niche areas and what makes business sense. • Also don’t see real commitment from SITA (as the procurer of government ICT) and other large government organisations. • Funding and resources seem to follow national initiatives (obviously) • So, why should Local Government be committed? www.capetown.gov.za/smartcity
  • 7. Open source appropriate for LG? I believe that it is appropriate not only for LG, but for the ICT industry • Low levels of computerisation outside Metros – Eg. Western Cape range from <50 to 500 PCs (note: Metro 12500) • Benefits of ICT (computerisation and networked based communications) enormous • Need to start and gain successes to see benefits – It is a process eg. Cape Town’s evolution • However, issues are: – Lack of funding – Lack of staff (appropriate numbers and skills) – Lack of local support – Pressures for LED (Local Economic Development) • These are the ideal conditions for an active OSS strategy www.capetown.gov.za/smartcity
  • 8. Municipality Terneuzen: • Terneuzen is a city in the south-western Netherlands with about 500 workstations. • “open source is not a choice between all or nothing” – Hybrid solutions, using both open source and closed source software, are more realistic. With open source software Terneuzen has been able to realize high quality applications with relatively low investments, since there were no license costs involved. • Financially the municipality Terneuzen has had a lot of benefit from open source software. It is estimated that the municipality saved between 300 and 400 thousand euros so far by using open source software. • “every governmental organization should use open source software in one way or another” - Ad Koster, Systems Manager www.capetown.gov.za/smartcity
  • 9. Examples of where Open Source is being used Infrastructure - Linking the main location with the sub locations is done with Linux- • routers. Mailservers - For sending and receiving external e-mail a so-called mailrelay-server • has been created that is based on Sendmail and runs on Linux. On this mailrelay- server spam filtering takes place using SpamAssassin, and virus scanning using Mailscanner. Proxy servers and firewalls - To enable a controlled internet access a squid proxy- • server is used. This proxy server is provided with DansGuardian for content- filtering, with DansGuardian adapted in such a way that the internet content is being scanned for known viruses with virus scanner Clamav. Firewalling - a combination of OpenBSD and Linux is used. • Remote acces - To enable system managers to perform tasks from external • locations a VPN solution based on IPSEC has been realised using FreeSwan/ OpenSwan. In addition, OpenVPN is used. File- and printserving - Samba is used for file- and print serving for windows- • clients. Intranet - The intranet server at Terneuzen uses Linux as control system, Apache • as web server, completed with MySQL as database server and PHP as scripting language. Management applications - For monitoring servers, network components and so • on, open source applications such as Nagios, NTOP and MRTG are in use. www.capetown.gov.za/smartcity
  • 10. Belgian City of Schoten Used Software Function Schoten is a municipality located in the Belgian province of Antwerp. The IT intranet + Joomla environment consists of twenty servers. At extranet the client side there are 200 desktop or groupware eGroupware portable computers. calendar Used Software Function Moodle courses Suse Pro 10, Suse LES Operating Owl Knowledge base 9, Fedora Core 4 System MBRS reservations Apache Web server extended contact Samba File server SugarCRM database Cups Print server Asterisk VoIP telephony Squid Proxy server configuration Firewall Builder Squidguard Web filtering firewall Spamassassin anti-spam server SSL Explorer ssl vpn solution Clamav Anti-virus Intrusion Snort Detection mySQL database Helpdesk OTRS OpenOffice text, spreadsheet www.capetown.gov.za/smartcity
  • 11. Some of the other EU local governments that have open source projects Prague • Bologna • Polish City of Gdańsk • City of Amsterdam • German City of Schwäbisch Hall • City of Salzburg • London • Borough of Camden • Vienna • IJsselstein municipality • See http://ec.europa.eu/idabc/en/chapter/470 • www.capetown.gov.za/smartcity
  • 12. The Economic Model • Lets take a municipality of 400 computers • Lets look at OSS for – Desktop, email, file and print, Intranet, Internet, Proxy, Anti-virus, Groupware, Content and Knowledge Management (incl. Document Management), firewall, VPN, PBX (Asterisk) • Propriety software cost for this solution is a minimum of R1.32 Million per annum (will not go into the details of the calculation here) – before installation and hardware • For this cost, I can hire 1 Project Manager (R360K), 2 Analaysts/ Sen. Technical resources (R240K each) and 4 Technicians (R120K each) i.e a DEDICATED team of 6. • On a propriety solution, that money would have gone out of the community. I would still have to pay for installation, hardware, etc. • In addition, I would have to pay for ongoing support, which in many municipalities, is flown/ driven in. www.capetown.gov.za/smartcity
  • 13. Open Source Projects within the City (1) • City is running some of the largest open source projects that we are aware of in this country. • Smart Cape Access Project – Currently over 540 open source desktops, 110 servers distributed across 100 sites. Open Source Applications developed for management, email, etc. – With Clinics and youth centres, this can double • Library Standardisation Project – Back end systems • Need a replacement for current outdated Library Management System provided by SITA • Idea opportunity for partnership between SITA and City – Between 500 – 600 desktops used for administrative purposes www.capetown.gov.za/smartcity
  • 14. Open Source Projects within the City (2) • Clinics Patient Management System (primary health care). – Back end systems • Development completed. Currently in testing phase • Concern that Provincial Govt. seems to be going in another direction. • And SITA and National going in another – Between 200 – 300 desktops – VoIP and open source PBX (Asterisk) • At the end of these 3 projects, will have approx 1300 OSS desktops (although desktops are not a focus) • Porting Existing IBM AIX and Solaris Unix servers to Open Source Linux (Oracle Applications) • Implementation of an Open Source Content Management System (in conjunction with Smart Cape) to develop local content (Typo3) www.capetown.gov.za/smartcity
  • 15. Open Source Projects within the City (3) • Utilising Free and Open Source Software within the administration to enhance the existing installation eg. Network Management Tools, Proxy, Firewall, PDFCreator, GIMP – demos quality & value • Developing a comprehensive training offering – with will include OSS software – Within the Administration – beginners, intermediate and advanced – Public – basic training on OSS Software – Learnerships/ technical skills development • Refurbishment Centre – producing refurbished OSS PCs for community initiatives, CBOs and NGOs (future) and public? Cheaper connectivity? • Evaluating platforms like Mono.Net and considering Open Source GIS • Building a comprehensive business case for the implementation of OSS Desktops in selected areas. www.capetown.gov.za/smartcity
  • 16. Summary: We are currently using OSS in the City for (together with our other propriety software): • Desktop • Email • File and print • Network Management • Infrastructure Management • Proxy • Spam filtering • Open source PBX (telephony) • Content Management • Systems Development www.capetown.gov.za/smartcity
  • 17. Opportunities • Knowledge Management • Project Management • Network based Team Collaboration • GIS • Performance Management • And a whole range of custom developed applications for municipal use – traffic, SCADA systems, Housing Waiting lists, Community Facilities management, etc. – could build a community that adds value to municipalities, and develops skills and job opportunities in local communities. www.capetown.gov.za/smartcity
  • 18. The OSS Competency Centre • The intent is to establish an Open Source Competency Centre within the City with the key projects mentioned in previous 2 slides as anchor projects for the CC – Key goal of the centre is to nurture and further develop the OSS competency within the city. – Aim to position South Africa as a leading centre for the provision of OSS skills into Africa. – The centre must be seen as a reference centre – The centre will focus on research, development, implementation and ongoing support. – Will work with a variety of partners – local, national and international • We would like to see this grow into a Municipal OSS Competency Centre that serve the needs of LG www.capetown.gov.za/smartcity
  • 19. Proposed Municipal Open-Source Project • I would like to invite interested municipalities to participate in a joint project to fill in the information gap about open-source technologies. • Many municipalities today lack a clear rationale for deciding whether open-source technologies would be beneficial to their operations. I propose creating an informal group of interested municipalities to conduct a joint project to develop an open-source strategic and transition plan. • It would guide municipalities in deciding whether a business case existed for the implementation of open-source technologies and in which areas it would make sense. • Any municipality seeking participation in the project or the OSS competency Centre should contact me at nirvesh.sooful@capetown.gov.za www.capetown.gov.za/smartcity
  • 20. Conclusion • There is still a way to go. • The City of Cape Town is committed to OSS & innovation • We see huge opportunities in the OSS space • The Open Source Competency Centre is our response i.e. “putting our money where our mouths are” • We would like to work with the industry and other partners – but this is not about freebies • Think about what value you can bring to the table by partnering with us. • We would like to see a bit more excitement and energy around FOSS www.capetown.gov.za/smartcity
  • 21. Discussion/ Questions Let us work together for a better country www.capetown.gov.za/smartcity