This document discusses issues involved in selecting a Linux
distribution for institutional use, with a focus on priorities
and support. There are a number of different Linux distributions,
called distros each with distinct strengths. Unlike Microsoft's Windows or Apple's OS X, Linux distributions will generally comprise both the operating system and a library of free and open source applications that have been tailored to install easily and run well with that particular distro. As a result, it is important to consider which distros include versions of the applications you wish to use, and how frequently the producers of that distro release updated versions of the core operating system components and the associated tailored applications.
1. Priorities
Before you choose a Linux distro, or indeed any software,
you need to examine your priorities: what it is you are trying to
achieve and what your motivations are. There are a number of
possible motivations which might lead you to look at Linux and help
you choose between particular distros, including:
- Licensing cost:
- all Linux distros have variants which are very cheap or free.
- Customisation:
- the availability of source code allows for effectively infinite customisation of Linux.
- Internal deployments:
- institutions with
existing Linux deployments may wish to continue deploying the
same Linux distro to reduce the number of different systems which
must be supported.
- External deployments:
- institutions with
close links to other institutions may wish to deploy the
same Linux distro to enhance interoperability and portability of
applications, skills and operations.
- Unification of desktops, servers and instruments:
- institutions and their users may find it more convenient to
use the same operating system on desktops, servers, and
instruments (telescopes, computing clusters, lab equipment, etc),
which is frequently possible with Linux.
- IPR indemnification:
- certain Linux distributions offer subscription programmes in which users pay a regular
fee in exchange for supporting services including protection against any intellectual
property claims from third parties. If, for example, a company claimed that Linux infringed one of its patents, they might decide to contact organisations that use Linux and demand patent licence fees. In such a case, IPR indemnification would result in the distro provider paying any such fees.
There is often a tension between these priorities. Stability
and the availability of the latest versions of software, for
example, are in tension because the latest versions of software
are rapidly changing, have been tested less, and are perhaps less stable. Larger deployments to the desktops of computing novices
or enterprise-wide critical systems will tend to favour stability,
whereas deployments to advanced users' desktops or development
servers may favour the latest versions.
Often initial deployments of Linux, whether individual or
institutional, are experimental deployments, which enable
subsequent decisions to be made on a more informed
basis. Institutions moving to Linux often move incrementally,
starting with expert computer users, then "back office" servers
running network connectivity, email, databases, and web servers. As
the internal skill-base grows in depth and breadth, it is used in
other areas such as kiosk machines and user desktops. The ability
of institutions to move incrementally in this manner is built upon
open standards: DNS, LDAP, Kerberos, SMTP, IMAP, HTTP, and other
standards help different operating systems and applications to co-exist with fewer compatibility issues.
2. Support
Support can be the biggest issue for both individuals and
institutions moving to a new software platform. Clearly
individuals and institutions need different kinds of
support. Individuals considering migrating are typically technically
aware and have a higher than average degree of technical
competence; they are often willing to attempt to solve a problem
by searching the web and trying different alternatives. They are
also more likely to be comfortable with IRC chat channels, mailing
lists and Linux User Groups (LUGs) which are the primary support
mechanisms for non-commercial Linux distros. As with any
significant upgrade or ICT change, staff and students with a low
level of technical awareness and competence are likely to need
extra support. Support can be obtained from a number of sources:
- Self support is when users are expected to "work things
out for themselves". For Linux distros this generally means
turning initially to the IRC channels, mailing lists and wiki
pages which are the first line of support for each distro. In the
case of non-commercial distros (Debian, Scientific Linux,
Gentoo, etc.) self support is the primary method of support. Self
support is normally only an option for technically experienced
users.
- In-house support is support from an explicitly resourced
group within an institution. Often this is in the form of an
internal help desk, or internal documentation on how to use
applications widely deployed within an institution. Most institutions
provide at least some in-house support already, and in many cases
similar kinds of support are required before and after a switch
to Linux. In-house support is most effective when a uniform set
of software is used across an institution, because this enables
support materials and support staff to have a more comprehensive
knowledge of the system.
- Peer support is offered by one's peers, that is other users with
shared interests. Peer support is offered in the expectation of
some form of quid pro quo, usually that the supported party will
in turn offer some level of support and experience sharing back
to their peers. Peer support can work at the institutional level by
institutions sharing information about their experiences, failures,
and solutions. Considerable institutional level peer support
occurs at events such as the UKERNA Networkshop conferences. Peer
support can also work at the individual level. LUGs are
specialist forums for individual-level peer support. Peer support
is most easily obtained for distros which are already in use by
peers (or which peers have identified as targets for
migration). Peer support is greatly enhanced if an individual or
institution makes similar deployment choices to their
peers. Thus, those working in grid computing, which has a strong
installed base of Red Hat and the very similar Scientific Linux,
are likely to get significantly better peer support if they
choose Red Hat or Scientific Linux.
- Commercial support is provided either by independent
companies, or those linked to commercial Linux distros (Red Hat,
SuSE, Mandriva, etc). Many of these companies provide a variety
of support packages with combinations of group training sessions,
on-site technical support, email support, telephone support, and
even fully managed desktops. Training materials and technical
support scales very effectively as the number of people requiring
support increases. For this reason commercial support is
significantly cheaper if a distro is selected which already has a
strong following.
The individual circumstances and culture of each institution
will largely determine what mix of support it offers teachers,
learners, and researchers.
3. Distributions
Each distro reflects a different community; a different set of
priorities and a different set of resources bought to meet
those priorities. A comprehensive list of distributions can be
found on DistroWatch.
Commercial distros have the backing of a specific company,
which enables them to focus resources in ways non-commercial
distros cannot. Commercial distros are good at producing polished
installers, consistent desktop user interfaces, and integrated
support packages. All the major commercial distros have free
versions (for example, Red Hat has Fedora and SuSe has OpenSuSe).
These free versions typically offer a similar (or identical) set of features but
lack official support and certification.
Non-commercial distros are backed by a community rather than a
company, where users are encouraged to give feedback and help with
documentation, bug reporting and so-forth. Non-commercial distros
are typically chosen for deep customisation because their
support and infrastructure systems are still relevant after deep
customisation breaks the distros certification system. Without
a link to a company, non-commercial distros are shielded from the
vagaries of take-overs and changing business plans. Support is
primarily peer support through chat, wikis, mailing lists and
similar, although many third parties provide commercial support
for non-commercial distros.
Particular strengths of individual distros used in higher
education include:
- Debian:
- Offers a very large community of developers with a strong
ideological vision. Has a large pool of available packages built
around the Linux, BSD, or Solaris kernels. Traditionally hard for
new users to install.
- Gentoo:
- A distro focusing on fine-grained optimisation of installations
to particular hardware. Uses a flexible system for selecting
which packages are installed and how they are compiled and
configured. Full installation and configuration can be lengthy.
- Knoppix:
- A LiveCD/LiveDVD derivative of
Debian. Excellent for resetting forgotten root passwords and
recovering from hard-disk crashes because it runs directly off
the CD/DVD. Generally unsuitable for day-to-day desktop or server
use.
- Mandriva (formerly Mandrake Linux):
- A
commercial distro with a European focus and strength in
internationalisation. Easy to install and user-friendly.
- Red Hat:
- The longest-established commercial
distro, widely supported by large hardware and software vendors
such as IBM and Oracle. Widely used in grid and
scientific computing.
- Scientific Linux:
- A subscription-free
binary-compatible derivative of Red Hat, backed by CERN. Widely
used in grid and scientific computing.
- SuSE:
- A commercial distro from Novell with
strength in localisation and on the desktop. Covered by some
campus agreements with Novell.
- Ubuntu:
- A non-commercial derivative of
Debian with commercial-style end-user polish and a six month
release cycle. Currently the focus of many new installs,
especially end-user desktops installs. Easy to install.
All of these distros are either free of charge or have free
versions; casual trials and demonstrations are available for
download. Despite their differences, all of them have at their
heart the Linux kernel and the GNU tool-chain from the FSF, which
combine to offer a POSIX environment.
4. Further reading
Related information from OSS Watch: