Tuesday, July 21, 2009
Digesting Novell financials
Yeah, well. Wrong. Novell managed to turn the corner and wean themselves off of the NetWare cash-cow. Take the last quarterly statement, which you can read in full glory here. I'm going to excerpt some bits, but it'll get long. First off, their description of their market segments. I'll try to include relevant products where I know them.
The reduction in 'services' revenue is, I believe, a reflection in a decreased willingness for companies to pay Novell for consulting services. Also, Novell has changed how they advertise their consulting services which seems to also have had an impact. That's the economy for you. The raw numbers:We are organized into four business unit segments, which are Open Platform Solutions, Identity and Security Management, Systems and Resource Management, and Workgroup. Below is a brief update on the revenue results for the second quarter and first six months of fiscal 2009 for each of our business unit segments:
•
Within our Open Platform Solutions business unit segment, Linux and open source products remain an important growth business. We are using our Open Platform Solutions business segment as a platform for acquiring new customers to which we can sell our other complementary cross-platform identity and management products and services. Revenue from our Linux Platform Products category within our Open Platform Solutions business unit segment increased 25% in the second quarter of fiscal 2009 compared to the prior year period. This product revenue increase was partially offset by lower services revenue of 11%, such that total revenue from our Open Platform Solutions business unit segment increased 18% in the second quarter of fiscal 2009 compared to the prior year period.
Revenue from our Linux Platform Products category within our Open Platform Solutions business unit segment increased 24% in the first six months of fiscal 2009 compared to the prior year period. This product revenue increase was partially offset by lower services revenue of 17%, such that total revenue from our Open Platform Solutions business unit segment increased 15% in the first six months of fiscal 2009 compared to the prior year period.
[sysadmin1138: Products include: SLES/SLED]
•
Our Identity and Security Management business unit segment offers products that we believe deliver a complete, integrated solution in the areas of security, compliance, and governance issues. Within this segment, revenue from our Identity, Access and Compliance Management products increased 2% in the second quarter of fiscal 2009 compared to the prior year period. In addition, services revenue was lower by 45%, such that total revenue from our Identity and Security Management business unit segment decreased 16% in the second quarter of fiscal 2009 compared to the prior year period.
Revenue from our Identity, Access and Compliance Management products decreased 3% in the first six months of fiscal 2009 compared to the prior year period. In addition, services revenue was lower by 40%, such that total revenue from our Identity and Security Management business unit segment decreased 18% in the first six months of fiscal 2009 compared to the prior year period.
[sysadmin1138: Products include: IDM, Sentinal, ZenNAC, ZenEndPointSecurity]
•
Our Systems and Resource Management business unit segment strategy is to provide a complete “desktop to data center” offering, with virtualization for both Linux and mixed-source environments. Systems and Resource Management product revenue decreased 2% in the second quarter of fiscal 2009 compared to the prior year period. In addition, services revenue was lower by 10%, such that total revenue from our Systems and Resource Management business unit segment decreased 3% in the second quarter of fiscal 2009 compared to the prior year period. In the second quarter of fiscal 2009, total business unit segment revenue was higher by 8%, compared to the prior year period, as a result of our acquisitions of Managed Object Solutions, Inc. (“Managed Objects”) which we acquired on November 13, 2008 and PlateSpin Ltd. (“PlateSpin”) which we acquired on March 26, 2008.
Systems and Resource Management product revenue increased 3% in the first six months of fiscal 2009 compared to the prior year period. The total product revenue increase was partially offset by lower services revenue of 14% in the first six months of fiscal 2009 compared to the prior year period. Total revenue from our Systems and Resource Management business unit segment increased 1% in the first six months of fiscal 2009 compared to the prior year period. In the first six months of fiscal 2009 total business unit segment revenue was higher by 12% compared to the prior year period as a result of our Managed Objects and PlateSpin acquisitions.
[sysadmin1138: Products include: The rest of the ZEN suite, PlateSpin]
•
Our Workgroup business unit segment is an important source of cash flow and provides us with the potential opportunity to sell additional products and services. Our revenue from Workgroup products decreased 14% in the second quarter of fiscal 2009 compared to the prior year period. In addition, services revenue was lower by 39%, such that total revenue from our Workgroup business unit segment decreased 17% in the second quarter of fiscal 2009 compared to the prior year period.
Our revenue from Workgroup products decreased 12% in the first six months of fiscal 2009 compared to the prior year period. In addition, services revenue was lower by 39%, such that total revenue from our Workgroup business unit segment decreased 15% in the first six months of fiscal 2009 compared to the prior year period.
[sysadmin1138: Products include: Open Enterprise Server, GroupWise, Novell Teaming+Conferencing,
| | Three months ended | | |||||||||||||||||||
| | April 30, 2009 | | | April 30, 2008 | | ||||||||||||||||
(In thousands) | | Net revenue | | Gross profit | | | Operating income (loss) | | | Net revenue | | Gross profit | | | Operating income (loss) | | ||||||
Open Platform Solutions | | $ | 44,112 | | $ | 34,756 | | | $ | 21,451 | | | $ | 37,516 | | $ | 26,702 | | | $ | 12,191 | |
Identity and Security Management | | | 38,846 | | | 27,559 | | | | 18,306 | | | | 46,299 | | | 24,226 | | | | 12,920 | |
Systems and Resource Management | | | 45,354 | | | 37,522 | | | | 26,562 | | | | 46,769 | | | 39,356 | | | | 30,503 | |
Workgroup | | | 87,283 | | | 73,882 | | | | 65,137 | | | | 105,082 | | | 87,101 | | | | 77,849 | |
Common unallocated operating costs | | | — | | | (3,406 | ) | | | (113,832 | ) | | | — | | | (2,186 | ) | | | (131,796 | ) |
| | | ||||||||||||||||||||
Total per statements of operations | | $ | 215,595 | | $ | 170,313 | | | $ | 17,624 | | | $ | 235,666 | | $ | 175,199 | | | $ | 1,667 | |
| | | ||||||||||||||||||||
| | Six months ended | | |||||||||||||||||||
| | April 30, 2009 | | | April 30, 2008 | | ||||||||||||||||
(In thousands) | | Net revenue | | Gross profit | | | Operating income (loss) | | | Net revenue | | Gross profit | | | Operating income (loss) | | ||||||
Open Platform Solutions | | $ | 85,574 | | $ | 68,525 | | | $ | 40,921 | | | $ | 74,315 | | $ | 52,491 | | | $ | 24,059 | |
Identity and Security Management | | | 76,832 | | | 52,951 | | | | 35,362 | | | | 93,329 | | | 52,081 | | | | 29,316 | |
Systems and Resource Management | | | 90,757 | | | 74,789 | | | | 52,490 | | | | 90,108 | | | 74,847 | | | | 58,176 | |
Workgroup | | | 177,303 | | | 149,093 | | | | 131,435 | | | | 208,840 | | | 173,440 | | | | 155,655 | |
Common unallocated operating costs | | | — | | | (7,071 | ) | | | (228,940 | ) | | | — | | | (4,675 | ) | | | (257,058 | ) |
| | | ||||||||||||||||||||
Total per statements of operations | | $ | 430,466 | | $ | 338,287 | | | $ | 31,268 | | | $ | 466,592 | | $ | 348,184 | | | $ | 10,148 | |
So, yes. Novell is making money, even in this economy. Not lots, but at least they're in the black. Their biggest growth area is Linux, which is making up for deficits in other areas of the company. Especially the sinking 'Workgroup' area. Once upon a time, "Workgroup," constituted over 90% of Novell revenue.
Revenue from our Workgroup segment decreased in the first six months of fiscal 2009 compared to the prior year period primarily from lower combined OES and NetWare-related revenue of $13.7 million, lower services revenue of $10.5 million and lower Collaboration product revenue of $6.3 million. Invoicing for the combined OES and NetWare-related products decreased 25% in the first six months of fiscal 2009 compared to the prior year period. Product invoicing for the Workgroup segment decreased 21% in the first six months of fiscal 2009 compared to the prior year period.Which is to say, companies dropping OES/NetWare constituted the large majority of the losses in the Workgroup segment. Yet that loss was almost wholly made up by gains in other areas. So yes, Novell has turned the corner.
Another thing to note in the section about Linux:
The invoicing decrease in the first six months of 2009 reflects the results of the first quarter of fiscal 2009 when we did not sign any large deals, many of which have historically been fulfilled by SUSE Linux Enterprise Server (“SLES”) certificates delivered through Microsoft.Which is pretty clear evidence that Microsoft is driving a lot of Novell's Operating System sales these days. That's quite a reversal, and a sign that Microsoft is officially more comfortable with this Linux thing.
Labels: linux, microsoft, netware, novell, OES, sled, sles, sysadmin, zenworks
Thursday, February 26, 2009
SLES11 will be out soon.
Monday, August 18, 2008
Enabling autokey auth in NTP on SLES10
The NTP protocol permits the use of crypto to authenticate clients and servers to each other, as well as between time servers. By default, SLES10 is set up to allow the v3 method of using symmetric keys, but not the v4 method that uses public/private keys. If you want to use the v4 method, this is the tip for you.
Background
Additionally, ntp runs with an AppArmor profile loaded against it for added security.
Getting NTPv4 auth to work
There are 4 steps to get this to work.
- Copy the .rnd file to the chroot jail
- Run ntp-keygen
- Modify the AppArmor profile for /usr/sbin/ntpd to allow read access to the new files
- Modify the /etc/ntp.conf file to enable v4 auth.
Copy the .rnd file to the chroot jail
timehost:~ # openssl rand -out /var/lib/ntp/etc/.rnd 1
Run ntp-keygen
Change-directory to /var/lib/ntp/etc, and execute the following command:
timehost:~ # ntp-keygen -T
Modify the AppArmor profile
- Launch YaST
- Go to the "Novell AppArmor" section, and enter the "Edit Profile" tool.
- Select "/usr/sbin/ntpd" and click Next.
- Click the "Add Entry" button and select File.
- Browse to /var/lib/ntp/etc/.rnd and click the "Read" permissions check-box, and click OK
- Repeat the previous two steps to add the two files created by ntp-keygen, named "ntpkey_cert_[hostname]" and "ntpkey_host_[hostname]".
- Note: AppArmor behavior changes between SP1 and SP2. In SP1 you can use the link files, in SP2 you need to specify the link targets.
- Click Done on the main Profile Dialog
- Agree to reload the AppArmor profile
Modify /etc/ntp.conf
keysdir /var/lib/ntp/etc/
crypto randfile /var/lib/ntp/etc/.rnd
Labels: coolsolutions, crypto, linux, sles, sysadmin
Wednesday, July 16, 2008
Patching SLES
But still, it was painful!
normandy: ~#: rug lu
Waking up ZMD...
[8 minutes later]
[list of one update, libzypp]
normandy: ~#: rug update
Resolving Dependencies....
[8 minutes later]
Install this update? (y/N)
y
[12 minutes later]
Restarting ZMD...
[8 minutes later]
normandy: ~#: rug lu
[list of updates. No need to wait 8 minutes this time.]
normandy: ~#: rug update
Resolving Dependencies...
[8 minutes later]
Dependency resolution failed for bind-util and bind-libs. libdns-whatzihoozit required by bind-util is provided by bind-libs. Please fix you hoser.
[insert swearing here]
normandy: ~#: rug in bind-util bind-libs
Resolving Dependencies....
[8 minutes later]
Install these updates? (y/N)
y
[12 minutes later]
normandy: ~#: exit
As this had taken far longer than even I was expecting, I stopped. I'll finish up tonight. As this is an OES2 server, this means SLES10-SP1. I can attest that SLES10-SP2 on identical hardware is MUCH faster. I can't wait until OES2-SP1 comes out and this dinosaur can get faster patching.
Thursday, May 29, 2008
OES2 and SLES10-SP2
Very true. And most especially true if you're running virtualized NetWare! The paravirtualization components in NW65SP7 are designed around the version of Xen that's in SLES10-SP1, and SP2 contains a much newer version of Xen (trying to play catch-up to VMWare means a fast dev cycle, after all). So, expect problems if you do it.Updating OES2
OES2 systems should NOT be updated to SLES10 SP2 at this time!
Also, the OES2 install does contain some kernel packages, such as those relating to NSS.
OES2 systems need to wait until either Novell gives the all clear for SP2 deployments on OES2-fcs, or OES2-SP1 ships. OES2-SP1 is built around SLES10-Sp2.
Friday, May 23, 2008
Problem with SLES10-SP2
Updates catalogs missing after updating libzypp
I've heard on the grape-vine that this particular libzypp update was put into the SLES10-SP1 channel in order to prepare for SP2's release. Those fine folk out there that have turned on Auto Updating on their SLE[S|D] boxes have very probably already been bit by it. I hope Novell gets this one fixed, and posts recovery steps, soon.
Wednesday, May 21, 2008
SLES10 SP2 shipped
This means that the ongoing OES2 SP1 beta I'm a part of will be done on released code for the SLES side of it. So any bugs we find there may end up as patches on the SP2 channel.
One nice thing in the new code?
"rug refresh --clean"
This will do what I posted about a few days ago. It'll nuke the zmd database and rebuild it fresh! Niiiice! Unfortunately, a truly better version of rug won't come until "Code 11".
Tuesday, May 06, 2008
Being annoyed by rug?
One of the chief annoyances of rug is that the zmd.db file kept in /var/lib/zmd/zmd.db gets corrupted far too easily. And when that happens, rug can take HOURS to return anything. If it returns anything at all.
The fix for it is easy, stop zmd, delete the zmd.db file, restart zmd. Since I'm doing this fairly often, I've whipped up a bash script to do it for me.
nukezmd
#!/bin/shSimple, to the point. Works.
#
# For killing ZMD when it is clearly hung. An all too often occurance.
#
declare PIDZMD
# First get the PID of ZMD
printf "Getting PID... "
let PIDZMD=`rczmd showpid`
printf "$PIDZMD\n"
# Then unconditionally kill it
printf "Killing zmd hard... \n"
kill -9 $PIDZMD
# Remove the old, inconsistent database
printf "Nuking old database... \n"
rm /var/lib/zmd/zmd.db
# Restart ZMD, which will build a new, consistent database
printf "Restarting ZMD\n"
rczmd start