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Linux certification

LinuxWorld.com 1/24/00

Eileen Cohen, LinuxWorld.com

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On January 11, two major developments gave the world of vendor-neutral Linux certification a new shape. The not-for-profit Linux Professional Institute (LPI) opened its doors, metaphorically speaking, offering the first test in its planned series of certification exams. Meanwhile, SAIR Linux and GNU Certification, a private company and the first entity to offer vendor-neutral Linux certification, became a subsidiary of IT training outfit Wave Technologies. (SAIR stands for Software Architecture Implementation and Realization, and is pronounced, for reasons unknown, as zair.) LPI and SAIR are now the twin towers of vendor-neutral Linux certification, separate but more or less equal providers of a credential that has attracted the attention of open source community heavyweights and the dollars of such companies as Caldera, SuSE, and IBM. I talked with principals at LPI and SAIR about their programs, and the likelihood that recent developments could bring about a single Linux certification that could profoundly boost the chances of job seekers and the acceptance of Linux.

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From mailing list to institute

LPI is the first (and, so far, the only) vendor-neutral program that is noncommercial, open, and community based. The organization's roots are in two mailing lists that, originally unbeknownst to each other, were kicking around ideas on Linux certification in the latter part of 1998. One list, moderated by Evan Leibovitch, was the outgrowth of a conference sponsored by the Canadian Linux Users Enthusiasts (CLUE), and included representatives from Caldera and SuSE.

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In September 1998, computer-training professional Dan York, unaware of the Canadian list, wrote an article for Linux Gazette's October 1, 1998 issue that included a call to action on the certification front and asked if there were any forums in which discussion of these issues was already under way. When York's article aroused a flurry of interest, Linuxcare CTO Dave Sifry offered to set up a public mailing list, which became Linux-cert. In November 1998, Jon "Maddog" Hall, executive director of Linux International, introduced York to Leibovitch; seeing that the aims of the two discussions were in concert, they merged the mailing lists and, around the beginning of 1999, launched LPI as a registered nonprofit. Today, over 300 people participate in LPI's several mailing lists. York is chair of the six-person LPI board, and Leibovitch is executive director.

I contacted Dan York a few days before the inaugural exam launch; he was obviously pleased and excited at this upcoming major milestone. The exam is available (in English only, at the moment) at 1,700 Virtual University Enterprises (VUE) testing centers around the world; people can register either in person or online (see the Resources section below for registration information). As of January 6, over 1,900 people had asked LPI to notify them when the first exam became available. How many of them will actually take the exam is, of course, unknown, but York said, "We assume there's a great interest out there." And quite a bit of that interest comes from outside the United States.

Great interest was certainly in evidence after the January 11 launch. In the first 48 hours after registration for LPI exams opened, over 300 people took the first step in the registration process by requesting LPI exam IDs from VUE.

LPI has identified three levels of certification. The first level is targeted at junior system administrators and consists of three exams, the first two of which (T1a and T1b) test fundamental system-administration skills. T1a is available; according to York, T1b is almost ready for technical and psychometric review now, and is a few weeks away from deployment.

The second level is intended to certify senior system administrators working on multiple systems and networks. The third level will consist of a series of elective exams; LPI recognizes that, as system administrators move further along in their careers, they tend to specialize. So far, the specific objectives for only the first-level exams are laid out in detail on LPI's Website (see Resources).

The T1a exam is actually launching as a beta, so that LPI can determine how well the questions perform, and compute the all-important passing score. The beta will still count toward certification; the only real drawback for those first few hundred test-takers in the beta period will be a delay in receiving their scores while measurement issues are sorted out.

LPI has truly been an open project, produced by a dedicated group of contributors, many of them volunteers, who operate as a virtual community over the Internet. The structure of the program, and the questions themselves, are based on input from the Linux community. Questions go through a technical review conducted by 20 volunteers, then pass to LPI's staff psychometricians, who determine if a question will work in an exam context.

And LPI is always looking for more community involvement, says York. Even with the dedicated efforts of the corps of folks -- the board and volunteers -- who've been with the project from the beginning, "we always need more people. There are never enough to do all the things you'd like to do."

Even Red Hat is "involved in a small way," according to Donnie Barnes, Red Hat's director of technical projects and a member of LPI's advisory board. Red Hat, whose own certification program has produced nearly 600 Red Hat Certified Engineers (RHCE) since it began in February 1999, has adopted a wait-and-see attitude about the possibility of a deeper connection. Barnes told me that the company is "always interested in vendor-neutral [certification] efforts originating from the community in particular." However, he added, "that said, we've got a market-proven program in place, too. So we have the best of both worlds right now. It's all good for Linux."

LPI is open and noncommercial -- but it's not free (as in free beer). LPI has needed financial sponsorship from Caldera, SuSE, Linuxcare, IBM, SGI, TurboLinux, and others (including, in fact, Wave Technologies). The organization hopes ultimately to become self sustaining -- which requires that fees be charged. According to York, only a "small slice" of the $100 exam fee will come back to LPI. Through these fees, LPI hopes to recover its costs and be able to fund further exam development, psychometric analysis, and deployment, without depending heavily on industry sponsors.

SAIR: First to market

LPI's timeline calls for all of its first-level exams to be available in the first half of 2000. But certification-hungry professionals (or their employers) may not care to wait, when SAIR's program, while still also under development, is already several steps ahead. SAIR offers three tiers of certification:

  • SAIR Linux and GNU Certified Administrator (LCA): Tests the Linux knowledge that a power user, help-desk staffer, or system administrator should have

  • SAIR Linux and GNU Certified Engineer (LCE): Tests for knowledge that a full-time system manager should have

  • Master SAIR Linux and GNU Certified Engineer (MLCE): Tests for knowledge that a senior system administrator or manager should have

As of this writing, the LCA-level exams are available worldwide (in English) at 2,000 Sylvan Prometric testing centers; LCE- and MLCE-level exams will be ready within weeks. Each exam costs $99.

SAIR boasts an impressive roster of open source activists on its board of advisers: Eric Raymond, author of "The Cathedral and the Bazaar" and "The Magic Cauldron"; his ideological rival Richard Stallman, founder of the Free Software Foundation; Jon "Maddog" Hall of Linux International; and Debian developer and licensing guru Bruce Perens.

Tobin Maginnis, an associate professor of computer science at the University of Mississippi, is founder and president of SAIR Linux and GNU Certification. He established SAIR in 1992 as a custom-programming company, then began thinking about Linux certification in 1997 after being inspired by a student's question. Maginnis published an article in the April 1999 issue of Linux Journal, in which he presented the logic behind certification for Linux and stated his intention to begin certification work.

He then began to craft a knowledge base -- a comprehensive array of information on which the exams could be based, and which would identify in detail the tasks performed and know-how needed by Linux sysadmins and engineers. According to Maginnis, the knowledge base was a personal brain dump made possible by his 20 years of high-level computer-science teaching and practice, "fine-tuned and shuffled" with "extremely valuable" comments and suggestions from the community. As of this writing, the knowledge base for the LCA level is on the SAIR site, with the other levels to follow. (See Resources for more information.)

Will the twain meet?

Both LPI and SAIR espouse the conviction that a single standard for Linux certification is best for people seeking certification, for industry hiring needs, and for industry acceptance of Linux. There are significant differences between SAIR's and LPI's programs, and between the two organizations themselves, but their fundamental goals and methods are arguably similar. And both have the apparent endorsement of people whose judgment is valued by the Linux community. Dan York, speaking prior to Wave's acquisition of SAIR, seemed guardedly hopeful that LPI and SAIR could come closer together, but he sees a win either way: "The good news is that all the certification programs help grow the pool of people that support Linux, and at the end of the day that's the most important thing."

In a recent Slashdot interview, Hall said, "[Linux International's] members encouraged both SAIR and the LPI in their standards efforts." He said he expected that certification seekers and hiring managers would decide which program was best.

It may well be the case that forces other than the Linux-certification consumer market will determine if the two programs will merge, compete, or simply coexist, however. Wave Technologies, SAIR's new parent company, may in fact turn out to be the catalyst that transforms a unified Linux certification standard into more than an unapproachable grail. Wave, a company founded in 1988, offers training for the whole alphabet soup of vendor certifications, and knows its way around the business of computer certification. And Wave has demonstrated, since well before the SAIR acquisition, a strong interest in adding certification-targeted Linux training to its portfolio, as evidenced by the fact that it is a Charter Gold Sponsor of LPI (which means that it was an early contributor of an amount between $25,000 and $50,000). Wave's president and founder, Ken Kousky, is a member of LPI's advisory board.

I spoke with Ken Kousky and Tobin Maginnis the day after the acquisition of SAIR by Wave was announced, and asked whether Wave would abandon its work with LPI in favor of its new subsidiary. Clearly not, according to Maginnis. "We believe that there should be one Linux certification. And we want to work with others to bring that about. We are in discussion with LPI about working toward that goal."

Kousky elaborated further: "We certainly don't want a long-term competition with five or ten teeny Linux certification efforts. SAIR and Wave seek a partnership with a Linux certification body" -- a consortium -- "that provides an open governance process (where membership is open and the membership has final and absolute control) and infrastructure -- an organization that has credibility in supporting a very rigorous and robust certification process. We're very open-minded in terms of who those partners can and should be." He made it clear that LPI is one of several entities he wants to work with to build such a consortium. Kousky emphasized that a global certification program requires a lot of infrastructure, and said that SAIR is committed to partnering with others to better meet that challenge. Wave and SAIR, Kousky and Maginnis said, hope to create initiative in the certification movement, more than carry it forward.

It makes perfect sense that Wave wants to be in on the ground floor of training for Linux certification -- clearly a growth market -- and that such training's value will be enhanced if it addresses a unified, industry-endorsed, vendor-neutral standard. Moreover, a single certification standard for Linux aligns Wave's Linux training with the existing model -- the single-vendor certification model its present corporate clients find familiar -- that has brought the company success so far.

It seems Wave's strategy is to take advantage of the role that SAIR has carved out in Linux certification in order to position itself advantageously once (and if) a single standard for Linux certification is hammered out. If that turns out to benefit everyone -- certification-seeking Linux professionals, the companies that want to hire them, the Linux industry, and the training industry -- so much the better.

A hundred certification flowers?

And yet, of course, there's nothing to prevent a hundred Linux-certification flowers from trying to bloom in both commercial and noncommercial soil. A couple of vendor-neutral certification outfits have folded their Linux programs into LPI, or are in the process of doing so. A few other inchoate efforts have recently surfaced. One interested party, the Enterprise Certified Corporation, describes itself as a "vendor-neutral organization offering test-based certification and curriculum for IT professionals involved with issues of interoperability." Another is SAGE, the system administrators guild (an STG within the venerable nonprofit USENIX association). Dan York of LPI is a member of the six-person SAGE Certification Subcommittee.

LinuxNerds.com is another nascent program that's interesting in a garage-band kind of way. Started by a couple of computer consultants in New Mexico, the company this past December put out a call for contributions from the community for questions "in essay form" to use in a "comprehensive Linux certification test" that "would be issued over the Web at no cost to the Linux community."

I spoke with LinuxNerd James Gill, a zealous fellow who thinks that the multiple-choice, hands-off, closed-book exam model used by LPI and SAIR does not address the fact that "a good admin doesn't necessarily need to know the correct answers, but how to find them; that's what we want to test." The LinuxNerds plan to stage real-world problem situations on Linux servers on their network and have test-takers attempt to resolve them in realtime, with whatever help they may need to go out and get. It will be "open book, open source, open friend," says Gill. Performance would be judged not merely on the basis of results, but also on the type and degree of effort put into the attempted solution and the speed at which it's performed.

When I talked to Gill in early January, he said the project had received only about 35 test questions from the community, but that he'd gotten a lot of encouragement from the contributors. He admitted the March launch date posted on the site was overly optimistic, but said he's not feeling any pressure. "Pressure? We want to do it right, and with a price tag of free there's really no pressure. Hopefully the quality will speak for itself. It's a tiny, tiny, tiny, tiny snowball right now. We're working off word of mouth. We have no capital, we're doing it in our spare time; we'll give it what we've got, then we'll give it more."

Quixotic though the LinuxNerds effort might seem, it perhaps represents the best in pure-hearted Linux devotion. "I'm doing this from the goodness of my heart," said Gill. "I've taken a lot from the Linux community. It's always been there for me. Sun newsgroups can be rude. I've never seen a rude response to a legitimate question on a Linux newsgroup. I love that."

Resources

Eileen Cohen, a contributing editor at LinuxWorld, is a freelance writer and editor in the San Francisco Bay Area.




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