The Revolutionary War started in Massachusetts, and now the state is
firing some opening rounds in a revolt against Microsoft Corp. that
seeks an open, proprietary-free format for storing electronic documents.
Gov. Mitt Romney's administration has directed state government's
executive offices to begin storing new records by Jan. 1, 2007, in a
format that challenges Microsoft's market-dominating Office software,
which isn't yet designed to support the new standard.
Massachusetts is the first state to take the step, but others are
closely watching a fight drawing comparisons to the battles at
Lexington and Concord that opened the Revolution.
"It may be the technological equivalent to the shot heard 'round the
world," said Joe Wilcox, a Jupiter Research analyst. "If Massachusetts
follows through with this plan, it will be a radical departure from how
Microsoft and other businesses work with state governments."
Massachusetts' shift to the so-called OpenDocument format seeks to
ensure the state's electronic records can easily be read, exchanged and
modified now and in the future, free of licensing restrictions and
compatibility problems as software evolves.
Microsoft and other critics of the change have warned in public
hearings that the state is narrowing its options by banking on an
untested format that may not work with many of the state's Office-based
computer systems.
The Redmond, Wash.-based company also argues the switch will hurt
citizens and businesses using Office who may find state records don't
translate well when they read them with their software.
Among the programs that do fully work with the OpenDocument format
are Sun Microsystems Inc.'s StarOffice and free products such as
OpenOffice.
Microsoft is trying to stem the rebellion's spread to other state
governments and the private sector. Businesses sometimes follow the
lead of government database managers, and software vendors try to
tailor their products to government clients' preferred format.
"There is a lot at stake for Microsoft," said David Smith, a Gartner
Inc. analyst. "If this were to become a tremendously successful
initiative, it could perhaps open the floodgates to other governments
and business enterprises doing the same thing."
Similar proposals in Oregon and Texas have been shot down. But
officials in several other states including Rhode Island and Wisconsin
continue to express interest in moving to the new data standard, said
Jack Gallt, assistant director of the National Association of State
Chief Information Officers.
Peter Quinn, Massachusetts' chief information officer, testified at
a recent legislative hearing that the switch to OpenDocument aims to
transform the state from an information technology "Tower of Babel to
an IT United Nations."
The move will affect about 50,000 desktop PCs used by state government, many now equipped with Office software.
Quinn has said computer systems using Office will be retained and
not dismantled unless a cost-effective way is found to replace them.
Agencies using Office software can continue doing so, as long as they
begin saving documents in OpenDocument format.
The switch involves only agencies within the executive branch, and
doesn't apply to courts, the Legislature, and constitutional offices.
It also doesn't apply to the state's Microsoft-based e-mail system.
Massachusetts isn't alone in its campaign. The European Union and
U.S. Library of Congress have in principle embraced OpenDocument as
their preferred format.
Several foreign governments also have endorsed the broader movement
toward open-source software and the Linux operating system, which uses
publicly available software code that can be customized.
Because such software does not carry licensing fees, proponents cite
cost savings and say open source is less of a target for hackers.
Critics say the savings can disappear in the long run when service
costs are factored in, along with compatibility problems pairing
Microsoft systems with other products.
Microsoft uses proprietary code for most of its products,
protecting them with copyright and patent licenses restricting other
developers' ability to write programs that support Microsoft software.
The OpenDocument format was created by the Organization for the
Advancement of Structured Information Standards, a nonprofit,
international consortium that sets data standards. Its membership
includes Microsoft rivals such as Sun and SAP AG.
Microsoft said in June that Office 12, the next-generation
version due next year, would use a different format that would make it
easier for outside programs to read documents created in Word, Excel
and PowerPoint. Microsoft is adopting a standard called XML that lets
data be shared across different systems with a uniform appearance.
But critics say that switch will still leave some code
off-limits and fall far short of the OpenDocument format's minimal
restrictions on developers who write supporting applications. Microsoft
has said it may rely on "filters" to convert documents from one
standard to another rather than building that capability within Office
12.
Microsoft hopes Massachusetts legislators will slow or halt the
Romney administration's directive. Some legislators and other state
officials question the cost and legality, and cite objections from
visually impaired people who find Office software easier to use than
rival products.
Sen. Marc Pacheco, a Democratic committee chairman who ordered
the legislative hearing, said he wants Quinn's office "to stop and to
collaborate with the necessary agencies before moving ahead with this
process."
Alan Yates, a Microsoft general manager, said the company was
"encouraged by the additional review that the Legislature is pursuing
to better understand the costs and issues associated with the existing
Massachusetts policy."
Romney spokesman Felix Browne said it was too early to say whether the plans to switch to OpenDocument might be altered.
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