1. Goal of your project

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1. Goal of your project

“Product/technology development and commercialization” (predefined).

Additional comments:

The project which we present you here combines the most up-to-date innovative technologies with time proven standards and specifications to create an open, independent and compatible technological platform. These three features are distinct and unique for ReactOS, and make the project needed by many different areas - businesses, government, education and usual people around the whole world.

ReactOS fits most of the IT cluster priority directions, namely:

  • As a resource and cost effective platform for video/image and audio processing, analytic software, banking and financial software, medical and healthcare solutions, and education.

  • The current global trend is to increase resource usage efficiency, reduce energy consumption and reduce waste. Our project provides an answer to these challenges by providing a Win32 compatible platform that has considerably lower hardware requirements than its contemporary proprietary counterparts. This permits the continued use of older hardware platforms and reduce the need to constantly upgrade and recycle/dispose of older systems.

  • Security in IT is an acknowledged issue worldwide and the platform created as a result of our project will provide a platform to build special kinds of secure solutions allowing safe web browsing in the Internet

  • Cloud computing is another world wide trend where our project is useful. A ReactOS based solution provides an alternative to existing cloud instances while maintaining compatibility with the vast majority of contemporary software.

2. Project type classification

Strategic IT technologies and software

3. Short project resume (5 lines), specifying things already done and major goals of the project development.

ReactOS is an international project seeking to create an open source operating system compatible with the majority of existing software and drivers. During the 10+ years of the project's development, many programs, operating system components and helper utilities were created. We also developed an industry-grade infrastructure that can handle autobuilding, testing, logging and diagnostic information gathering, along with an internet-portal subsystem. Test builds of our operating system are regularly released and a different set of applications and drivers is tested in every release. The operating system itself has also been installed on a wide range of hardware configurations. Major goals for the project are to complete the core platform and create different commercial and non-commercial products based on ReactOS.

4. Problem and solution

4.1. Problem description. What is the problem which the project is aimed to solve.

  • Vendor “lock-in”. It is not possible to switch from the dominant operating system (Microsoft Windows) to another and continue using the original software stack (sometimes it is not possible even to continue using existing hardware).

  • Dependence on a foreign, proprietary, and practically irreplaceable software vendor for most countries

  • TCO (Total cost of ownership) for existing alternative solutions (e.g. Linux based) is too high to migrate.

  • Existing alternative technological platforms (operating systems and software stacks) are either technologically outdated (e.g. Linux based) and can not be used for most of the needs now, or are too expensive (e.g. Apple platforms). All alternatives require migration to another software and/or hardware platform which is often unacceptable.

  • Complex, restrictive and expensive licensing policy of Microsoft Windows product family.

4.2. Provide links(references) to researches and other materials, which confirm that the stated problem is really actual

Vladimir Putin signed a government decision in the December of 2010 which states that by the end of 2015 all federal government organization must migrate to free open source software.
http://vz.ru/economy/2011/12/28/550628.html - Interview about open source software usage in Russia and the need for an open source modern computing platform.
Microsoft Antitrust case in Competition European Commission - http://ec.europa.eu/competition/antitrust/cases/microsoft/
Windows Linux comparison - http://www.computerhope.com/issues/ch000575.htm
Total cost of ownership for Windows and existing alternatives - http://codingexplorer.wordpress.com/2010/11/21/summary-of-linux-vs-windows-total-cost-of-ownership-comparison/

4.3. How does the project solve the described problem, and what’s innovative in the approach?

ReactOS creates an open platform which solves the problems mentioned above. The platform includes the operating system and related software systems and has three important features:

  1. It is open. Source code, documentation, and development is open.

  2. It is independent of any major software and hardware vendors.

  3. It is compatible with existing software made for Windows, with drivers for hardware, which makes it possible to switch to an open operating system without changing all existing software and hardware.

No other product on the market combines all these features and modern technology to create a new operating system.

4.4. Trends description

  • Migration to free open source software in government institutions, academia and enterprises.

  • Move to virtualized environments.

  • Cloud computing.

  • “Green” computing - Increasing energy efficiency

  • Cost savings

4.5. Provide links/references to corresponding researches and materials.

Comparison-Linux-and-Windows-job-requirement-trends http://developers-blog.org/blog/de/2010/02/28/Comparison-Linux-and-Windows-job-requirement-trends


http://www.vmware.com/solutions/green-it/ - Energy efficiency explained using virtualization as an example

http://www.psychocats.net/ubuntucat/types-of-desktop-linux-adoption-barriers/ - barriers when adopting Linux to desktop.

http://www.zdnetasia.com/six-barriers-to-open-source-adoption-39173298.htm - barriers to open source software adoption, which ReactOS project solves.

http://www.zdnet.com/news/microsoft-office-still-a-barrier-to-linux-adoption/296912 - Microsoft Office is still a major barrier to any opensource operating system adoption but ReactOS, because ReactOS is compatible with majority of software which includes MS Office.
http://www.cenatic.es/publicaciones/category/7-onsfa?download=39%3Areport-on-the-international-status-of-open-source-software-2010 - Report on the International Status of Open Source Software 2010.
http://www.freeformdynamics.com/fullarticle_subscribe.asp?aid=678 - Lessons from mainstream business adoption of Linux on the desktop.

4.6. Provide justification for the project’s relevance

Justification of this project’s relevance is obvious from the problems stated above: there is a substantial need for such an open platform in Russian Federation, European Union and other countries. This is further reinforced by the links here.
http://www.migrationexpertzone.com/c/a/Windows-7-Migration/switzerland-no-longer-neutral/ - Switzerland canton’s government users had to migrate back to Windows 7 from Linux, because Linux-based solution was not acceptable and there is no compatible free operating system like ReactOS available yet.
http://limuxwatch.blogspot.com/2009_03_01_archive.html - Munich, Germany “soft-migration” to an own-developed Linux distribution failed. They are looking for a better free operating system.

5. Technology and research direction

5.1. Provide core technology description

The ReactOS platform combines the best principles put into the Microsoft Windows NT operating systems family (thus allowing native compatibility with its software and drivers) with our own research and development aimed at introducing state-of-the-art technologies into the mainstream software market.
References to some published content used throughout our project development and as a base for further research:

  • Baker, A. and Lozano, J. (2000) .The Windows 2000 Device Driver Book: A Guide for Programmers (2nd Edition). Prentice Hall. ISBN 013020431.

  • Hart, J. (2010). Windows System Programming (4th Edition) (Addison-Wesley Microsoft Technology Series). Addison-Wesley Professional. ISBN 0321657748.

  • Oney, W. (2003). Programming the Microsoft Windows Driver Model. Microsoft Press. ISBN 0-7356-1803-8.

  • Russinovich, M., Solomon D. and Ionescu A. (2012). Windows Internals, Part 1: Covering Windows Server 2008 R2 and Windows 7 (Sixth Edition edition). Microsoft Press. ISBN 0735648735.

  • Schreiber, S. (2001). Undocumented Windows 2000 Secrets: A Programmer’s Cookbook. Addison-Wesley. ISBN 0-201-72187-2.

  • Nagar R. (1997). Windows NT File System Internals: A Developer’s Guide. O’Reilly Media. ISBN 1-56592-249-2.

  • Nebbett, G. (2000). Windows NT/2000 Native API Reference. Sams. ISBN 1578701996.

  • Yuan, F. (2000). Windows Graphics Programming. Prentice Hall PTR. ISBN 0-13-086985-6.

  • Windows NT System Overview, Microsoft, http://technet.microsoft.com/library/cc767881.aspx

5.2. Research papers publications by team members

  • Ionescu A., 2004, NTFS On-Disk Structures, Relsoft Technologies, http://www.alex-ionescu.com/NTFS.pdf

  • Ionescu A., 2004, Introduction to NT Internals, Relsoft Technologies, http://www.alex-ionescu.com/part1.pdf

  • Ionescu A., 2006, Native API Compression and Introduction to NT Design, http://www.alex-ionescu.com/Native.Pdf

  • Ionescu A., 2006, NTFS Alternative Data Streams, http://www.alex-ionescu.com/NTFS%20Alternate%20Data%20Streams.pdf

  • Ionescu A., 2006, Subverting Windows 2003 SP1 Kernel Integrity Protection, Relsoft Technologies, http://www.alex-ionescu.com/recon2k6.pdf . This research work was presented at Recon 2006 conference in Montreal, Canada.

  • Ionescu A., 2006, Windows XP/2003 User-Mode Debugging Internals, part 1, http://www.alex-ionescu.com/dbgk-1.pdf

  • Ionescu A., 2006, Windows XP/2003 User-Mode Debugging Internals, part 2, http://www.alex-ionescu.com/dbgk-2.pdf

  • Ionescu A., 2006, Windows XP/2003 User-Mode Debugging Internals, part 3, http://www.alex-ionescu.com/dbgk-3.pdf

  • CICCIOTTI M. “Progetto e realizzazione di una politica di Mandatory Access Control su un sistema Windows (Design and Implementation of Mandatory Access Control Policy on a Windows System)”. UNIVERSITÀ DEGLI STUDI DI TORINO-FACOLTÀ DI SCIENZE MATEMATICHE, FISICHE E NATURALI – CORSO DI LAUREA IN INFORMATICA – ANNO ACCADEMICO 2006-2007

  • SCHWEITZER P., BONACORSSI E., BRARDA L., NEUFELD N., “Fabric Management with diskless Servers and Quattor in LHCb”, proceedings of ICALEPCS11 conference, 10-14 October, 2011, Grenoble, France, pp. 691-693

6. Commercialization

Describe proposed directions of project’s commercialization (in the near and/or distant future)

  • Development. Paid development services for enterprise and government customers.

  • Support and maintenance. Paid contract-based work on supporting and maintaining ReactOS-based products. Main target customers would be governments and enterprises.

  • Server products. Developing and maintaining solutions for hosting companies, including virtualized environments, automation, etc.

  • Cloud computing. Developing and maintaining a platform for cloud computing solutions, which also involve high-efficient virtualizing.

  • Smart advertisement in various online services provided for the free desktop operating system product based on ReactOS aimed at mass usage. Examples of such integrated online services would be a software store combined with update manager, online file storage, etc. Partnerships with Google, Dropbox, Steam possible.

7. Examples of successful companies

Provide examples, if any, of successful companies, buy/sell deals of such companies, examples of attracting venture capital from venture funds and strategic investors into similar projects / companies.

Red Hat, Inc. is an S&P 500 company in the free and open source software sector, and a major Linux distribution vendor. Founded in 1993.

Canonical Ltd. is a private company founded by South African entrepreneur Mark Shuttleworth to market commercial support and related services for Ubuntu Linux and related projects.

Mandriva S.A. is a publicly traded Linux and open source software company.

Sun Microsystems, Inc. was a company that sold computers, computer components, computer software, and information technology services. It was acquired by Oracle Corp. in 2007.

MySQLAB (founded 1995, acquired by Sun Microsystems 2008, now owned by Oracle Corporation since 2010) was asoftware company. MySQL AB is the creator ofMySQL, arelational database management system, as well as related products such asMySQL Cluster. The company was dually headquartered in Uppsala, Sweden and Cupertino, California with offices in other countries. It was one of the largest open source companies worldwide. Around 70% of the employees worked for MySQL from their home offices. On 16 January 2008, MySQL AB announced that it had agreed to be acquired by Sun Microsystems for approximately $1 billion.

8. Competing solutions

8.1. List the most close analogs of the project and explain your advantage

Microsoft Windows operating systems family. It is a direct competitor who has dominant market share.
Unix and Linux based operating systems which are the most used free software alternatives to Microsoft Windows. They are technologically outdated, “resource hungry” systems based on old standards which are not relevant to today’s state-of-the-art in most computing areas.
ReactOS is superior because it is open and free software, has lower total cost of ownership, and a much more flexible licensing model. Advantages over other solutions are explained throughout this application form in detail.

8.2. Describe market features of the solutions listed above (volume, dynamics, references to market researches).

Operating systems market share research: http://marketshare.hitslink.com/operating-system-market-share.aspx?qprid=8
Mobile operating systems market: http://www.canalys.com/newsroom/google’s-android-becomes-world’s-leading-smart-phone-platform
Windows on netbooks, market research by Microsoft explaining Linux disadvantages: http://windowsteamblog.com/windows/b/windowsexperience/archive/2009/04/03/windows-on-netbook-pcs-a-year-in-review.aspx

8.3. Scientific groups. List scientific groups, institutes, companies doing same or similar development and explain your advantage.

CodeWeavers (USA-based company) is a commercially successful company working on research, development, and sales of an interoperability product which makes it possible to use a limited subset of Windows-compatible software on alternative platforms. It is a “compatibility layer” with disadvantages of being slow and incompatible with some software applications and requiring more hardware resources. ReactOS is a complete platform which natively supports such software and thus has higher compatibility, substantially lower hardware requirements and faster performance.

9. Market parameters

9.1. Markets. List potential markets for this project (list countries, regions, specify main consumers, evaluate approximate volume, its dynamics and your future position there)

All countries are equally applicable as a target market. The Russian market has excellent potential due to government pressure on usage of free software and the European market would be simpler to enter because of the same anti-proprietary software campaigns and already active Microsoft antitrust campaigns.

Main consumers depends on the target product. For a desktop operating system and security-related products, these would be government organizations, academia (from elementary schools to universities) and enterprises (from small to large).

For a mobile operating system variant, the primary partners would be hardware vendors producing tablet computers and smartphones.

9.2. References. Provide references to the corresponding market researches (Russian and English languages).

According to market research mentioned in http://vz.ru/economy/2011/12/28/550628.html , the software market related to usage of open source software in government institutions is expected to be up to some 10 billion rubles.

In this article http://www.cnews.ru/news/top/index.shtml?2012/02/17/478166 Mr. Putin states, that the government is going to give priority to Russian IT products. This provides our operating system yet another benefit on the Russian market.

10. The team

I will handle this section directly on the LinkedIN website https://www.linkedin.com/company/3977523?trk=prof-exp-company-name

11. Resources

11.1. Project history, how did it start

The project was formed 23th of Jan, 1996 as a non-commercial initiative to develop a free open source operating system utilising modern technology and kernel architecture, which would be compatible with the majority of existing software and hardware. It took two years to experiment with different technologies, build up a small team and define the initial roadmap and priorities. ReactOS is an international project and different legal organizations were created to help grow the project. ReactOS Foundation was created in the Russian Federation to be the main legal entity representing the project and holding the trademarks. In Germany, a non-commercial organization called ReactOS e.V. was created to handle financial operations and donations.

The project continuously grows since the moment of its founding attracting media attention from various news agencies in the world.

11.2. Project development dynamic (how the project developed, not in terms of programming, but general development and evolution)

ReactOS development started to significantly accelerate since 1999 - 2000, when an initial community was formed and actual development began. Since then, development has progressed smoothly with an established development and testing infrastructure and a variety of teams working on the project.

11.3. Grants received by the project

Google accepted ReactOS project into the Summer of Code program two times - in 2006 and in 2011. The total amount of money received by our organization mentors and by students who worked on the tasks is $30 000.

LG granted our project 100 000 rubles in summer 2011 in Russia.

German bank ING-DiBa AG granted our project 1 000 euro in 2011.

$25000 IndieGOGO campaign in 2014

11.4. Laboratory. Describe the lab, infrastructure used for project, make an accent whether it’s just planned or already existing

All infrastructure has already been developed and deployed, and is being continuously improved. Functionally the ReactOS project infrastructure consists of the following main parts:

  • External project representation parts: Web portal, information about the project, wiki with technical articles;

  • Collaboration and bug tracking tools: IServ groupware, Bugzilla for issues tracking, mailing lists, IRC discussion channels, voice communication server;

  • Source code management: Subversion version control system with all necessary helper tools;

  • Automatic release building infrastructure, which builds a complete ReactOS platform installation image which includes the operating system itself with a set of additional drivers and applications, and automatically notifies developers about problems in this step;

  • Automatic testing infrastructure, which performs operating system installation and boot up, and runs a large test suite consisting of numerous amounts of test for every part of the system;

  • Testing management system, which provides a graphical interface to interact with and browse testing system results;

  • “Real-hardware” testing laboratory, where ReactOS unattended installation and test suite is run on different kinds of computers by various manufacturers.

The above functional parts require a sophisticated physical laboratory environments to be set up. It took a few years, and now it’s fully set up and working. Physically, the web-hosting parts and management servers are colocated in a major German datacenter (Hetzner). The ReactOS project has its own datacenter in Sweden, which acts as a main place for testing and data storage. A number of servers which perform automated testing are located in Poland.

11.5. Finances. Was any kind of venture capital attracted, or any other financement done? (investors, amounts, results)

No, ReactOS project only attracted private sponsors and grants.

12. Goals and tasks

12.1. Project status. Specify current project status (what results are already achieved and what confirms them)

During more than 10 years of the project’s development, a lot of program modules, operating

system components and helper utilities were created. A new infrastructure ecosystem was designed and implemented which includes autobuilding subsystem, testing subsystem, logging and diagnostic information gathering subsystem and an internet-portal subsystem. This infrastructure is thoroughly explained above.

By September 2011, the source code of ReactOS contained more than 5 millions lines. The

estimated development cost model called “Constructive Cost Model” shows that for the

development of such a project, with the amount of source code which ReactOS has, 86 millions USD and 1560 man-years would have been needed.

A regular release schedule is set up, where experimental new versions of ReactOS are being

released (they have a consecutive numbering system 0.x.y, where x - series number, y -

release number inside that series). A different set of applications and drivers is being tested

in every release and the operating system itself is installed on a wide range of hardware configurations, which shows a constant progress of the project.

Currently, it is possible to achieve enough of stability to make our operating system work on

the most popular hardware. Different applications were tested in ReactOS, starting from simple ones like calculator, notepad and also complex application suites like Microsoft Office 2003, Adobe Photoshop and others. The fact that those applications work in ReactOS proves the real world usability and importance of the project.

12.2. Specify key goals of the project (not more than 3) and approximate estimate of achieving them

1) Create and/or finish working build environment, operating system kernel, utilities, base drivers and applications which would allow a decent compatibility with a limited software set. A good software set to target would be the requirements of National Technological Platform in Russia. An additional advantage would be the end of support of major competing product - Windows XP in 2014. Achieving this will allow us to attract all the Microsoft clients who will be forced to let go of Windows XP as a result. We will be able to provide a better and cheaper solution. Considering the number of such client, this market is quite rich. ETA would be to achieve this before 2015. After this, the ReactOS platform would get further improvements to increase compatibility with software and hardware.

2) Develop a new server platform. As it was outlined above, currently the server hosting market is dominated by Linux. Despite the complexities and problems it brings and in absence of a similar competitor, Linux remains an optimal choice for majority of people. ReactOS Server Platform (RosServer) would enter the market as a direct competitor of existing Linux and Windows based solutions, having the advantages of being free and open source (like Linux) but being user friendly, easy to configure, secure and compatible with Windows applications (like Windows, but without restrictive and expensive licensing policy). All of this would be very interesting to cloud-based solution providers because of the low resource requirements and high performance. ETA - 2016.
3) Research and develop a new tablet PC operating system based on the same core ReactOS technology. Advantages over existing solutions which utilize the Linux-based kernel would be longer battery life and higher performance due to lower resource requirements and less overhead in the ReactOS operating system kernel. ETA - 2017.

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