Saturday, February 07, 2009

Linux

Tux, the penguin, mascot of Linux

Linux (commonly pronounced IPA: /ˈlɪnəks/ in English; variants exist[1]) is a generic term referring to Unix-like computer operating systems based on the Linux kernel. Their development is one of the most prominent examples of free and open source software collaboration; typically all the underlying source code can be used, freely modified, and redistributed by anyone under the terms of the GNU GPL[2] and other free licenses.

Linux distributions are predominantly known for their use in servers, although they are installed on a wide variety of computer hardware, ranging from embedded devices and mobile phones to supercomputers,[3] and their popularity as a desktop/laptop operating system has been growing lately due to the rise of netbooks and the Ubuntu distribution of the operating system.[4][5]

The name "Linux" comes from the Linux kernel, originally written in 1991 by Linus Torvalds. The rest of the system, including utilities and libraries, usually comes from the GNU operating system announced in 1983 by Richard Stallman. The GNU contribution is the basis for the alternative name GNU/Linux.[6]

History

Richard Stallman, left, founder of the GNU project, and Linus Torvalds, right, creator of the Linux kernel
Richard Stallman, left, founder of the GNU project, and Linus Torvalds, right, creator of the Linux kernel
Richard Stallman, left, founder of the GNU project, and Linus Torvalds, right, creator of the Linux kernel
See also: History of Linux

The Unix operating system was conceived and implemented in the 1960s and first released in 1970. Its wide availability and portability meant that it was widely adopted, copied and modified by academic institutions and businesses, with its design being influential on authors of other systems.

The GNU Project, started in 1984 by Richard Stallman, had the goal of creating a "complete Unix-compatible software system"[7] made entirely of free software. The next year Stallman created the Free Software Foundation and wrote the GNU General Public License (GNU GPL) in 1989. By the early 1990s, many of the programs required in an operating system (such as libraries, compilers, text editors, a Unix shell, and a windowing system) were completed, although low-level elements such as device drivers, daemons, and the kernel were stalled and incomplete.[8] Linus Torvalds has said that if the GNU kernel had been available at the time (1991), he would not have decided to write his own.[9]

MINIX

Further information: Tanenbaum-Torvalds debate

MINIX, a Unix-like system intended for academic use, was released by Andrew S. Tanenbaum in 1987. While source code for the system was available, modification and redistribution were restricted (that is not the case today). In addition, MINIX's 16-bit design was not well adapted to the 32-bit design of the increasingly cheap and popular Intel 386 architecture for personal computers.

In 1991 while attending the University of Helsinki, Torvalds began to work on a non-commercial replacement for MINIX [10], which would eventually become the Linux kernel. In 1992, Tanenbaum posted an article on Usenet claiming Linux was obsolete. In the article, he criticized the operating system as being monolithic in design and being tied closely to the x86 architecture and thus not portable, as he described "a fundamental error."[11] Tanenbaum suggested that those who wanted a modern operating system should look into one based on the microkernel model. The posting elicited the response of Torvalds, which resulted in a well known debate over the microkernel and monolithic kernel designs.[11]

Linux was dependent on the MINIX user space at first. With code from the GNU system freely available, it was advantageous if this could be used with the fledgling OS. Code licensed under the GNU GPL can be used in other projects, so long as they also are released under the same or a compatible license. In order to make the Linux kernel compatible with the components from the GNU Project, Torvalds initiated a switch from his original license (which prohibited commercial redistribution) to the GNU GPL.[12] Developers worked to integrate GNU components with Linux to make a fully functional and free operating system.[8]

Commercial and popular uptake

Main article: Linux adoption

Today Linux distributions are used in numerous domains, from embedded systems to supercomputers,[13][14] and have secured a place in server installations with the popular LAMP application stack.[15] Use of Linux distributions in home and enterprise desktops has been rapidly expanding and now claims a significant share of the desktop market.[16][17][18][19][20][21][22]

Linux distributions have also become popular with the newly founded netbook market, with many devices such as the ASUS Eee PC and Acer Aspire One shipping with customized Linux distributions pre-installed.

Current development

Torvalds continues to direct the development of the kernel. Stallman heads the Free Software Foundation, which in turn supports the GNU components. Finally, individuals and corporations develop third-party non-GNU components. These third-party components comprise a vast body of work and may include both kernel modules and user applications and libraries. Linux vendors and communities combine and distribute the kernel, GNU components, and non-GNU components, with additional package management software in the form of Linux distributions.

Design

Main components of Linux operating system

A Linux-based system is a modular Unix-like operating system. It derives much of its basic design from principles established in Unix during the 1970s and 1980s. Such a system uses a monolithic kernel, the Linux kernel, which handles process control, networking, and peripheral and file system access. Device drivers are integrated directly with the kernel.

Separate projects that interface with the kernel provide much of the system's higher-level functionality. The GNU userland is an important part of most Linux-based systems, providing the most common implementation of the C library, a popular shell, and many of the common Unix tools which carry out many basic operating system tasks. The graphical user interface on most Linux systems is based on the X Window System.

User interface

See also: User interface

A Linux-based system can be controlled by one or more of a text-based command line interface (CLI), graphical user interface (GUI) (usually the default for desktop), or through controls on the device itself (common on embedded machines).

On desktop machines, KDE, GNOME and Xfce are the most popular user interfaces,[23] though a variety of other user interfaces exist. Most popular user interfaces run on top of the X Window System (X), which provides network transparency, enabling a graphical application running on one machine to be displayed and controlled from another.

Other GUIs include X window managers such as FVWM, Enlightenment and Window Maker. The window manager provides a means to control the placement and appearance of individual application windows, and interacts with the X window system.

A Linux system typically provides a CLI of some sort through a shell, which is the traditional way of interacting with a Unix system. A Linux distribution specialized for servers may use the CLI as its only interface. A “headless system” run without even a monitor can be controlled by the command line via a remote-control protocol such as SSH or telnet.

Most low-level Linux components, including the GNU Userland, use the CLI exclusively. The CLI is particularly suited for automation of repetitive or delayed tasks, and provides very simple inter-process communication. A graphical terminal emulator program is often used to access the CLI from a Linux desktop.

Development

Main article: Linux distribution
A summarised history of Unix-like operating systems showing Linux's origins. Note that despite similar architectural designs and concepts being shared as part of the POSIX standard, Linux does not share any non-free source code with the original Unix or Minix.

The primary difference between Linux and many other popular contemporary operating systems is that the Linux kernel and other components are free and open source software. Linux is not the only such operating system, although it is the best-known and most widely used. Some free and open source software licences are based on the principle of copyleft, a kind of reciprocity: any work derived from a copyleft piece of software must also be copyleft itself. The most common free software license, the GNU GPL, is a form of copyleft, and is used for the Linux kernel and many of the components from the GNU project.

As an operating system underdog competing with mainstream operating systems, Linux based distributions cannot rely on a monopoly advantage; in order for distributions to be convenient for users, developers aim for interoperability with other operating systems and established computing standards. Linux systems adhere to POSIX,[24] SUS,[25] ISO and ANSI standards where possible, although to date only one Linux distribution has been POSIX.1 certified, Linux-FT.[26]

Free software projects, although developed in a collaborative fashion, are often produced independently of each other. The fact that the software licenses explicitly permit redistribution, however, provides a basis for larger scale projects that collect the software produced by stand-alone projects and make it available all at once in the form of a Linux distribution.

A Linux distribution, commonly called a “distro”, is a project that manages a remote collection of system software and application software packages available for download and installation through a network connection. This allows the user to adapt the operating system to his/her specific needs. Distributions are maintained by individuals, loose-knit teams, volunteer organizations, and commercial entities. A distribution can be installed using a CD that contains distribution-specific software for initial system installation and configuration. A package manager such as Synaptic allows later package upgrades and installs. A distribution is responsible for the default configuration of the installed Linux kernel, general system security, and more generally integration of the different software packages into a coherent whole.

Community

See also: Free software community

A distribution is largely driven by its developer and user communities. Some vendors develop and fund their distributions on a volunteer basis, Debian being a well-known example. Others maintain a community version of their commercial distributions, as Red Hat does with Fedora.

In many cities and regions, local associations known as Linux Users Groups (LUGs) seek to promote their preferred distribution and by extension free software. They hold meetings and provide free demonstrations, training, technical support, and operating system installation to new users. Many Internet communities also provide support to Linux users and developers. Most distributions and free software / open source projects have IRC chatrooms or newsgroups. Online forums are another means for support, with notable examples being LinuxQuestions.org and the Gentoo forums. Linux distributions host mailing lists; commonly there will be a specific topic such as usage or development for a given list.

There are several technology websites with a Linux focus. Print magazines on Linux often include cover disks including software or even complete Linux distributions.[27][28]

Although Linux distributions are generally available without charge, several large corporations sell, support, and contribute to the development of the components of the system and of free software. These include Dell, IBM, HP, Oracle, Sun Microsystems, Novell, Nokia. A number of corporations, notably Red Hat, have built their entire business around Linux distributions.

The free software licenses, on which the various software packages of a distribution built on the Linux kernel are based, explicitly accommodate and encourage commercialization; the relationship between a Linux distribution as a whole and individual vendors may be seen as symbiotic. One common business model of commercial suppliers is charging for support, especially for business users. A number of companies also offer a specialized business version of their distribution, which adds proprietary support packages and tools to administer higher numbers of installations or to simplify administrative tasks. Another business model is to give away the software in order to sell hardware.

Programming on Linux

Most Linux distributions support dozens of programming languages. The most common collection of utilities for building both Linux applications and operating system programs is found within the GNU toolchain, which includes the GNU Compiler Collection (GCC) and the GNU build system. Amongst others, GCC provides compilers for Ada, C, C++, Java, and Fortran. The Linux kernel itself is written to be compiled with GCC. Proprietary compilers for Linux include the Intel C++ Compiler and IBM XL C/C++ Compiler.

Most distributions also include support for Perl, Ruby, Python and other dynamic languages. Examples of languages that are less common, but still well-supported, are C# via the Mono project, sponsored by Novell, and Scheme. A number of Java Virtual Machines and development kits run on Linux, including the original Sun Microsystems JVM (HotSpot), and IBM's J2SE RE, as well as many open-source projects like Kaffe.

The two main frameworks for developing graphical applications are those of GNOME and KDE. These projects are based on the GTK+ and Qt widget toolkits, respectively, which can also be used independently of the larger framework. Both support a wide variety of languages. There are a number of Integrated development environments available including Anjuta, Code::Blocks, Eclipse, KDevelop, Lazarus, MonoDevelop, NetBeans, and Omnis Studio while the long-established editors Vim and Emacs remain popular.[29]

Uses

The Linux kernel can run on Windows[30]

As well as those designed for general purpose use on desktops and servers, distributions may be specialized for different purposes including: computer architecture support, embedded systems, stability, security, localization to a specific region or language, targeting of specific user groups, support for real-time applications, or commitment to a given desktop environment. Furthermore, some distributions deliberately include only free software. Currently, over three hundred distributions are actively developed, with about a dozen distributions being most popular for general-purpose use.[31]

Linux is a widely ported operating system kernel. The Linux kernel runs on the most diverse range of computer architectures: in the hand-held ARM-based iPAQ and the mainframe IBM System z9, in devices ranging from mobile phones to supercomputers.[32] Specialized distributions exist for less mainstream architectures. The ELKS kernel fork can run on Intel 8086 or Intel 80286 16-bit microprocessors, while the µClinux kernel fork may run on systems without a memory management unit. The kernel also runs on architectures that were only ever intended to use a manufacturer-created operating system, such as Macintosh computers (with both PowerPC and Intel processors), PDAs, video game consoles, portable music players, and mobile phones.

Desktop

Debian 4.0 using the GNOME desktop
Main article: Desktop Linux

Although there is a lack of Linux ports for some Mac OS X and Microsoft Windows programs in domains such as desktop publishing[33] and professional audio,[34][35][36] support for common applications roughly equivalent to those available for Mac and Windows is available for Linux.[37]

Most Linux distributions provide a program for browsing a list of thousands of free software applications that have already been tested and configured for a specific distribution. These free programs can be downloaded and installed with one mouse click. A digital signature guarantees that no one has added a virus or a spyware to these programs.

The two main frameworks for developing graphical applications are those of GNOME and KDE. These projects are based on the GTK+ and Qt widget toolkits, respectively, which can also be used independently of the larger framework. Both support a wide variety of languages.

Many free software titles that are popular on Windows, such as Pidgin, Mozilla Firefox, OpenOffice.org, and GIMP, are also available in versions that run on Linux. A growing amount of proprietary desktop software is also supported,[38] see List of proprietary software for Linux. In the field of animation and visual effects, most high end software, such as AutoDesk Maya, Softimage XSI and Apple Shake, is available for Linux, Windows and/or Mac OS X. CrossOver is a proprietary solution based on the open source Wine project that supports running Windows versions of Microsoft Office, Intuit applications such as Quicken and QuickBooks, Adobe Photoshop versions through CS2, and many popular games such as World of Warcraft and Team Fortress 2.

Besides the free Windows compatibility layer Wine, most distributions offer dual boot and x86 virtualization for running both Linux and Windows on the same computer. According to the Wine developers, "Wine is still under development, and it is not yet suitable for general use."[39]

The collaborative nature of free software development allows distributed teams to localize Linux distributions for use in locales where localizing proprietary systems would not be cost-effective. For example the Sinhalese language version of the Knoppix distribution was available for a long time before Microsoft Windows XP was translated to Sinhalese. In this case the Lanka Linux User Group played a major part in developing the localized system by combining the knowledge of university professors, linguists, and local developers.

The performance of Linux on the desktop has been a controversial topic; for example, Con Kolivas accused the Linux community of favoring performance on servers. He quit Linux kernel development because he was frustrated with this lack of focus on the desktop, and then gave a "tell all" interview on the topic.[40]

See also: Linux gaming

Servers and supercomputers

Servers designed for Linux

Historically, Linux distributions have mainly been used as server operating systems, and have risen to prominence in that area; Netcraft reported in September 2006 that eight of the ten most reliable internet hosting companies ran Linux distributions on their web servers.[41] (As of June 2008, Linux distributions represented five of ten, FreeBSD three of ten, and Microsoft two of ten.[42]) This is due to its relative stability and long uptime, and the fact that desktop software with a graphical user interface for servers is often unneeded. Enterprise and non-enterprise Linux distributions may be found running on servers. Linux distributions are the cornerstone of the LAMP server-software combination (Linux, Apache, MySQL, Perl/PHP/Python) which has achieved popularity among developers, and which is one of the more common platforms for website hosting. Linux distributions are commonly used as operating systems for supercomputers. As of August 2008, out of the top 500 systems, 423 (84.6%) run a Linux distribution.[43]

Embedded devices

See also: Embedded Linux and Linux devices
Sharp Zaurus SL-5500 running OpenZaurus and OPIE, with docking cradle and stylus

Due to its low cost and ability to be easily modified, an embedded Linux is often used in embedded systems. Linux has become a major competitor to the proprietary Symbian OS found in the majority of smartphones—16.7% of smartphones sold worldwide during 2006 were using Linux[44]—and it is an alternative to the proprietary Windows CE and Palm OS operating systems on mobile devices. Cell phones or PDAs running on Linux and built on open source platform became a trend from 2007, like Nokia N810, Openmoko's Neo1973, Motorola RAZR2 v8, Motorola ROKR E8, Motorola MING series, Motorola ZINE and the on-going Google Android. The popular TiVo digital video recorder uses a customized version of Linux.[45] Several network firewall and router standalone products, including several from Linksys, use Linux internally, using its advanced firewall and routing capabilities. The Korg OASYS and the Yamaha Motif XS music workstations also run Linux.[46] Furthermore, Linux is used in the leading stage lighting control system, FlyingPig/HighEnd WholeHogIII Console.[47]

Market share and uptake

Main article: Linux adoption

Many quantitative studies of free / open source software focus on topics including market share and reliability, with numerous studies specifically examining Linux.[48] The Linux market is growing rapidly, and the revenue of servers, desktops, and packaged software running Linux is expected to exceed $35.7 billion by 2008.[49]

IDC's report for Q1 2007 says that Linux now holds 12.7% of the overall server market.[50] This estimate was based on the number of Linux servers sold by various companies. Although, with web servers that do not belong to companies, i.e. personal web servers and blog sites, the percentage of overall market share is higher than that of the Microsoft web server.[citation needed]

Estimates for the desktop market share of Linux range from less than one percent to almost two percent. In comparison, Microsoft operating systems hold more than 90%.[51][52][53][54][55][56][57]

The frictional cost of switching operating systems and lack of support for certain hardware and application programs designed for Microsoft Windows have been two factors that have inhibited adoption. Proponents and analysts attribute the relative success of Linux to its security, reliability,[58] low cost, and freedom from vendor lock-in.[59]

Also most recently Google has begun to fund Wine, which acts as a compatibility layer, allowing users to run some Windows programs under Linux.[60][61]

The XO laptop project of One Laptop Per Child is creating a new and potentially much larger Linux community, planned to reach several hundred million schoolchildren and their families and communities in developing countries.[62] Six countries have ordered a million or more units each for delivery in 2007 to distribute to schoolchildren at no charge. Google, Red Hat, and eBay are major supporters of the project.[63] While the XO will also have a Windows option, it will be primarily deployed using Red Hat Enterprise Linux.

See also: Usage share of desktop operating systems and List of Linux computers

Copyright and naming

The Linux kernel and most GNU software are licensed under the GNU General Public License (GPL). The GPL requires that anyone who distributes the Linux kernel must make the source code (and any modifications) available to the recipient under the same terms. In 1997, Linus Torvalds stated, “Making Linux GPL'd was definitely the best thing I ever did.”[64] Other key components of a Linux system may use other licenses; many libraries use the GNU Lesser General Public License (LGPL), a more permissive variant of the GPL, and the X Window System uses the MIT License.

Torvalds has publicly stated that he would not move the Linux kernel (currently licensed under GPL version 2) to version 3 of the GPL, released in mid-2007, specifically citing some provisions in the new license which prohibit the use of the software in digital rights management.[65][66]

A 2001 study of Red Hat Linux 7.1 found that this distribution contained 30 million source lines of code. Using the Constructive Cost Model, the study estimated that this distribution required about eight thousand man-years of development time. According to the study, if all this software had been developed by conventional proprietary means, it would have cost about 1.08 billion dollars (year 2000 U.S. dollars) to develop in the United States.[67]

Most of the code (71%) was written in the C programming language, but many other languages were used, including C++, assembly language, Perl, Python, Fortran, and various shell scripting languages. Slightly over half of all lines of code were licensed under the GPL. The Linux kernel itself was 2.4 million lines of code, or 8% of the total.[67]

In a later study, the same analysis was performed for Debian GNU/Linux version 4.0.[68] This distribution contained over 283 million source lines of code, and the study estimated that it would have cost 5.4 billion euros to develop by conventional means.

In the United States, the name Linux is a trademark registered to Linus Torvalds.[69] Initially, nobody registered it, but on 15 August 1994, William R. Della Croce, Jr. filed for the trademark Linux, and then demanded royalties from Linux distributors. In 1996, Torvalds and some affected organizations sued him to have the trademark assigned to Torvalds, and in 1997 the case was settled.[70] The licensing of the trademark has since been handled by the Linux Mark Institute. Torvalds has stated that he trademarked the name only to prevent someone else from using it, but was bound in 2005 by United States trademark law to take active measures to enforce the trademark. As a result, the LMI sent letters to distribution vendors requesting that a fee be paid for the use of the name, and a number of companies have complied.[71]

See also: SCO-Linux controversies

GNU/Linux

The Free Software Foundation views Linux distributions which use GNU software as GNU variants and they ask that such operating systems be referred to as GNU/Linux or a Linux-based GNU system.[72] The media and common usage, however, refers to this family of operating systems simply as Linux, as do many large Linux distributions (e.g. Ubuntu and SuSE Linux). Some distributions use GNU/Linux (particularly notable is Debian GNU/Linux), but the term's use outside of the enthusiast community is limited. The naming issue remains a source of confusion to many newcomers, and the naming remains controversial. Linus Torvalds is against the GNU/Linux naming, stating that Linux is not a GNU project. [73

Microsoft Windows

The Windows logo used since November 2006.

In 1983 Microsoft announced the development of Windows, a graphical user interface (GUI) for its own operating system (MS-DOS), which had shipped for IBM PC and compatible computers since 1981. Since then, Microsoft has shipped many versions of Windows, and the product line has changed from a GUI product to a modern operating system.

Early history: an expansion of MS-DOS

Early Windows logo
Main articles: Windows 1.0, Windows 2.0, and Windows 2.1x

The first independent version of Microsoft Windows, version 1.0, released on 20 November 1985, achieved little popularity. It was originally going to be called "Interface Manager" but Rowland Hanson-the head of marketing at Microsoft, convinced the company that the name would be more appealing to consumers. Windows 1.0, was not a complete operating system, but rather an "operating environment" that extended MS-DOS, and shared the latter's inherent flaws and problems. The first version of Microsoft Windows included a simple graphics painting program called Windows Paint, Windows Write, a simple word processor, an appointment "calendar", a "cardfiler", a "Microsoft notepad", a "clock", a " control panel", a "computer terminal", "Clipboard", and RAM driver. It also included the MS-DOS Executive and a game called Reversi.

Microsoft had worked with Apple Computer to develop several Desk Accessories and other minor pieces of software that were included with early Macintosh system software. As part of the related business negotiations, Microsoft had licensed certain aspects of the Macintosh user interface from Apple; in later litigation, a district court summarized these aspects as "screen displays". In the development of Windows 1.0, Microsoft intentionally limited its borrowing of certain GUI elements from the Macintosh user interface, in order to comply with its license.

For example, windows were only displayed "tiled" on the screen; that is, they could not overlap or overlie one another. There was no trash can icon with which to delete files, since Apple claimed ownership of the rights to that paradigm.

Microsoft Windows version 2 came out on 9 December 1987, and proved slightly more popular than its predecessor. Much of the popularity for Windows 2.0 came by way of its inclusion as a "run-time version" with Microsoft's new graphical applications, Excel and Word for Windows. They could be run from MS-DOS, executing Windows for the duration of their activity, and closing down Windows upon exit.

Microsoft Windows received a major boost around this time when Aldus PageMaker appeared in a Windows version, having previously run only on Macintosh. Some computer historians date this, the first appearance of a significant and non-Microsoft application for Windows, as the beginning of the success of Windows.

Versions 2.0x used the real-mode memory model, which confined it to a maximum of 1 megabyte of memory. In such a configuration, it could run under another multitasker like DESQview, which used the 286 Protected Mode.

Later, two new versions were released: Windows/286 2.1 and Windows/386 2.1. Like previous versions of Windows, Windows/286 2.1 used the real-mode memory model, but was the first version to support the "High Memory Area|HMA". Windows/386 2.1 had a protected mode kernel with LIM-standard EMS (Emulator|emulation), the predecessor to "Extended memory|XMS" which would finally change the topology of "IBM" PC computing. All Windows and DOS-based applications at the time were real mode, running over the protected mode kernel by using the virtual (Intel 8086|8086) mode, which was new with the 80386 processor.

Version 2.03, and later 3.0, faced "Apple v. Microsoft|challenges from Apple" over its overlapping windows and other features Apple charged mimicked the ostensibly copyrighted "look and feel" of its operating system and "embodie[d] and generated a copy of the Macintosh" in its OS. Judge [William Schwarzer] dropped all but 10 of Apple's 189 claims of copyright infringement, and ruled that most of the remaining 10 were over uncopyrightable ideas.

Success with Windows 3.0

Windows 3.0 screenshot.
Main article: Windows 3.0

Microsoft Windows scored a significant success with Windows 3.0, released in 1990. In addition to improved capabilities given to native applications, Windows also allowed users to better multitask older MS-DOS based software compared to Windows/386, thanks to the introduction of virtual memory.

Windows 3.0's user interface was finally a serious competitor to the user interface of the Macintosh computer. PCs had improved graphics by this time, due to VGA video cards, and the Protected/Enhanced mode allowed Windows applications to use more memory in a more painless manner than their DOS counterparts could. Windows 3.0 could run in Real, Standard, or 386 Enhanced modes, and was compatible with any Intel processor from the 8086/8088 up to the 80286 and 80386. This was the first version to run Windows programs in protected mode, although the 386 enhanced mode kernel was an enhanced version of the protected mode kernel in Windows/386.

A "multimedia" version, Windows 3.0 with Multimedia Extensions 1.0, was released several months later. This was bundled with "multimedia upgrade kits", comprising a CD-ROM drive and a sound card, such as the Creative Labs Sound Blaster Pro. This version was the precursor to the multimedia features available in Windows 3.1 and later, and was part of Microsoft's specification for the Multimedia PC.

The features listed above and growing market support from application software developers made Windows 3.0 wildly successful, selling around 10 million copies in the two years before the release of version 3.1. Windows 3.0 became a major source of income for Microsoft, and led the company to revise some of its earlier plans.

A step sideways: OS/2

OS/2 Warp 4 screenshot showing the OS/2 desktop, system panel, DOS windows, and a version of chess included with the operating system.
OS/2 logo
Main article: OS/2

During the mid to late 1980s, Microsoft and IBM had cooperatively been developing OS/2 as a successor to DOS. OS/2 would take full advantage of the aforementioned Protected Mode of the Intel 80286 processor and up to 16MB of memory. OS/2 1.0, released in 1987, supported swapping and multitasking and allowed running of DOS executables.

A GUI, called the Presentation Manager (PM), was not available with OS/2 until version 1.1, released in 1988. Its API was incompatible with Windows. (Among other things, Presentation Manager placed X,Y coordinate 0,0 at the bottom left of the screen like Cartesian coordinates, while Windows put 0,0 at the top left of the screen like most other computer window systems.) Version 1.2, released in 1989, introduced a new file system, HPFS, to replace the FAT file system.

By the early 1990s, conflicts developed in the Microsoft/IBM relationship. They cooperated with each other in developing their PC operating systems, and had access to each others' code. Microsoft wanted to further develop Windows, while IBM desired for future work to be based on OS/2. In an attempt to resolve this tension, IBM and Microsoft agreed that IBM would develop OS/2 2.0, to replace OS/2 1.3 and Windows 3.0, while Microsoft would develop a new operating system, OS/2 3.0, to later succeed OS/2 2.0.

This agreement soon however fell apart, and the Microsoft/IBM relationship was terminated. IBM continued to develop OS/2, while Microsoft changed the name of its (as yet unreleased) OS/2 3.0 to Windows NT. Both retained the rights to use OS/2 and Windows technology developed up to the termination of the agreement; Windows NT, however, was to be written anew, mostly independently (see below).

After an interim 1.3 version to fix up many remaining problems with the 1.x series, IBM released OS/2 version 2.0 in 1992. This was a major improvement: it featured a new, object-oriented GUI, the Workplace Shell (WPS), that included a desktop and was considered by many to be OS/2's best feature. Microsoft would later imitate much of it in Windows 95. Version 2.0 also provided a full 32-bit API, offered smooth multitasking and could take advantage of the 4 gigabytes of address space provided by the Intel 80386. Still, much of the system still had 16-bit code internally which required, among other things, device drivers to be 16-bit code as well. This was one of the reasons for the chronic shortage of OS/2 drivers for the latest devices. Version 2.0 could also run DOS and Windows 3.0 programs, since IBM had retained the right to use the DOS and Windows code as a result of the breakup.

Windows 3.1 and NT

Microsoft Windows logo (1992-2000)
Windows 3.11 screenshot.

In response to the impending release of OS/2 2.0, Microsoft developed Windows 3.1, which includes several minor improvements to Windows 3.0 (such as display of TrueType scalable fonts, developed jointly with Apple), but primarily consists of bugfixes and multimedia support. It also excludes support for Real mode, and only runs on an 80286 or better processor. Later Microsoft also released Windows 3.11, a touch-up to Windows 3.1 which includes all of the patches and updates that followed the release of Windows 3.1 in 1992. Around the same time, Microsoft released Windows for Workgroups (WfW), available both as an add-on for existing Windows 3.1 installations and in a version that included the base Windows environment and the networking extensions all in one package. Windows for Workgroups includes improved network drivers and protocol stacks, and support for peer-to-peer networking. One optional download for WfW was the "Wolverine" TCP/IP protocol stack, which allowed for easy access to the Internet through corporate networks. There are two versions of Windows for Workgroups, WfW 3.1 and WfW 3.11. Unlike the previous versions, Windows for Workgroups 3.11 only runs in 386 Enhanced mode, and requires at least an 80386SX processor.

All these versions continued version 3.0's impressive sales pace. Even though the 3.1x series still lacked most of the important features of OS/2, such as long file names, a desktop, or protection of the system against misbehaving applications, Microsoft quickly took over the OS and GUI markets for the IBM PC. The Windows API became the de-facto standard for consumer software.

Meanwhile Microsoft continued to develop Windows NT. The main architect of the system was Dave Cutler, one of the chief architects of VMS at Digital Equipment Corporation (later purchased by Compaq, now part of Hewlett-Packard).[1] Microsoft hired him in August 1988 to create a successor to OS/2, but Cutler created a completely new system instead. Cutler had been developing a follow-on to VMS at DEC called Mica, and when DEC dropped the project he brought the expertise and around 20 engineers with him to Microsoft. DEC also believed he brought Mica's code to Microsoft and sued.[2] Microsoft eventually paid $150 million U.S. and agreed to support DEC's Alpha CPU chip in NT.

Windows NT 3.1 (Microsoft marketing wanted Windows NT to appear to be a continuation of Windows 3.1) arrived in Beta form to developers at the July 1992 Professional Developers Conference in San Francisco.[3] Microsoft announced at the conference its intentions to develop a successor to both Windows NT and Windows 3.1's replacement (code-named Chicago), which would unify the two into one operating system. This successor was codenamed Cairo. In hindsight, Cairo was a much more difficult project than Microsoft had anticipated and, as a result, NT and Chicago would not be unified until Windows XP. Parts of Cairo have still not made it into Windows as of 2009 - specifically, the WinFS file system, which was the much touted Object File System of Cairo. Microsoft announced that they have discontinued the separate release of WinFS for Windows XP and Windows Vista[4] and will gradually incorporate the technologies developed for WinFS in other products and technologies, notably Microsoft SQL Server.

Driver support was lacking due to the increased programming difficulty in dealing with NT's superior hardware abstraction model. This problem plagued the NT line all the way through Windows 2000. Programmers complained that it was too hard to write drivers for NT, and hardware developers were not going to go through the trouble of developing drivers for a small segment of the market. Additionally, although allowing for good performance and fuller exploitation of system resources, it was also resource-intensive on limited hardware, and thus was only suitable for larger, more expensive machines.

However, these same features made Windows NT perfect for the LAN server market (which in 1993 was experiencing a rapid boom, as office networking was becoming common). NT also had advanced network connectivity options and the efficient NTFS file system. Windows NT version 3.51 was Microsoft's entry into this field, and took away market share from Novell (the dominant player) in the following years.

One of Microsoft's biggest advances initially developed for Windows NT was a new 32-bit API, to replace the legacy 16-bit Windows API. This API was called Win32, and from then on Microsoft referred to the older 16-bit API as Win16. The Win32 API had three main implementations: one for Windows NT, one for Win32s (which was a subset of Win32 which could be used on Windows 3.1 systems), and one for Chicago. Thus Microsoft sought to ensure some degree of compatibility between the Chicago design and Windows NT, even though the two systems had radically different internal architectures. Windows NT was the first Windows operating system based on a hybrid kernel.

Windows 95

Windows 95 Logo
Windows 95 screenshot.
Main article: Windows 95

After Windows 3.11, Microsoft began to develop a new consumer oriented version of the operating system code-named Chicago. Chicago was designed to have support for 32-bit preemptive multitasking like OS/2 and Windows NT, although a 16-bit kernel would remain for the sake of backward compatibility. The Win32 API first introduced with Windows NT was adopted as the standard 32-bit programming interface, with Win16 compatibility being preserved through a technique known as "thunking". A new GUI was not originally planned as part of the release, although elements of the Cairo user interface were borrowed and added as other aspects of the release (notably Plug and Play) slipped.

Microsoft did not change all of the Windows code to 32-bit; parts of it remained 16-bit (albeit not directly using real mode) for reasons of compatibility, performance and development time. This, and the fact that the numerous design flaws had to be carried over from the earlier Windows versions, eventually began to impact the operating system's efficiency and stability.

Microsoft marketing adopted Windows 95 as the product name for Chicago when it was released on 24 August 1995. Microsoft had a double gain from its release: first it made it impossible for consumers to run Windows 95 on a cheaper, non-Microsoft DOS; secondly, although traces of DOS were never completely removed from the system, and a version of DOS would be loaded briefly as a part of the booting process, Windows 95 applications ran solely in 386 Enhanced Mode, with a flat 32-bit address space and virtual memory. These features make it possible for Win32 applications to address up to 2 gigabytes of virtual RAM (with another 2GB reserved for the operating system), and in theory prevented them from inadvertently corrupting the memory space of other Win32 applications. In this respect the functionality of Windows 95 moved closer to Windows NT, although Windows 95/98/ME did not support more than 512 megabytes of physical RAM without obscure system tweaks.

IBM continued to market OS/2, producing later versions in OS/2 3.0 and 4.0 (also called Warp). Responding to complaints about OS/2 2.0's high demands on computer hardware, version 3.0 was significantly optimized both for speed and size. Before Windows 95 was released, OS/2 Warp 3.0 was even shipped preinstalled with several large German hardware vendor chains. However, with the release of Windows 95, OS/2 began to lose market share.

It is probably impossible to nail down a specific reason why OS/2 failed to gain much market share. While OS/2 continued to run Windows 3.1 applications, it lacked support for anything but the Win32s subset of Win32 API (see above). Unlike with Windows 3.1, IBM did not have access to the source code for Windows 95 and was unwilling to commit the time and resources to emulate the moving target of the Win32 API. IBM also introduced OS/2 into the United States v. Microsoft case, blaming unfair marketing tactics on Microsoft's part, but many people would probably agree that IBM's own marketing problems and lack of support for developers contributed at least as much to the failure.[original research?]

Microsoft went on to release five different versions of Windows 95:

  • Windows 95 - original release
  • Windows 95 A - included Windows 95 OSR1 slipstreamed into the installation.
  • Windows 95 B - (OSR2) included several major enhancements, Internet Explorer (IE) 3.0 and full FAT32 file system support.
  • Windows 95 B USB - (OSR2.1) included basic USB support.
  • Windows 95 C - (OSR2.5) included all the above features, plus IE 4.0. This was the last 95 version produced.

OSR2, OSR2.1, and OSR2.5 were not released to the general public, rather, they were available only to OEMs that would preload the OS onto computers. Some companies sold new hard drives with OSR2 preinstalled (officially justifying this as needed due to the hard drive's capacity). This product was sold under the name Windows 97 in some countries in Europe.

The first Microsoft Plus! add-on pack was sold for Windows 95.

Windows NT 4.0

Windows NT logo
Main article: Windows NT 4.0

Microsoft released Windows NT 4.0, which features the new Windows 95 interface on top of the Windows NT kernel. (a patch was available for developers to make NT 3.51 use the new UI, but it was quite buggy).

Windows NT 4.0 came in four versions:

  • Windows NT 4.0 Workstation
  • Windows NT 4.0 Server
  • Windows NT 4.0 Server, Enterprise Edition (includes support for 8-way SMP and clustering)
  • Windows NT 4.0 Terminal Server

Windows 98

Windows 98 logo
Windows 98 screenshot.
Main article: Windows 98

On 25 June 1998, Microsoft released Windows 98, which was widely regarded as a minor revision of Windows 95, but generally found to be more stable and reliable than its 1995 predecessor. It included new hardware drivers and better support for the FAT32 file system which allows support for disk partitions larger than the 2 GB maximum accepted by Windows 95. The USB support in Windows 98 is far superior to the token, unreliable support provided by the OEM editions of Windows 95. It also controversially integrated the Internet Explorer browser into the Windows GUI and Windows Explorer file manager, prompting the opening of the United States v. Microsoft case, dealing with the question of whether Microsoft was abusing its hold on the PC operating system market to unfairly compete with companies such as Netscape.

In 1999, Microsoft released Windows 98 Second Edition, an interim release whose most notable feature was the addition of Internet Connection Sharing, which was a form of network address translation, allowing several machines on a LAN (Local Area Network) to share a single Internet connection. Hardware support through device drivers was increased. Many minor problems present in the original Windows 98 were found and fixed which make it, according to many, the most stable release of Windows 9x family.

Windows 2000

Windows 2000 logo
Windows 2000 screenshot.
Main article: Windows 2000

Microsoft released Windows 2000, known during its development cycle as Windows NT 5.0, in February 2000. It was successfully deployed both on the server and the workstation markets. Amongst Windows 2000's most significant new features was Active Directory, a near-complete replacement of the NT 4.0 Windows Server domain model, which built on industry-standard technologies like DNS, LDAP, and Kerberos to connect machines to one another. Terminal Services, previously only available as a separate edition of NT 4, was expanded to all server versions. A number of features from Windows 98 were incorporated as well, such as an improved Device Manager, Windows Media Player, and a revised DirectX that made it possible for the first time for many modern games to work on the NT kernel. Windows 2000 is also the last NT-kernel Windows operating system to lack Product Activation.

While Windows 2000 upgrades were available for Windows 95 and Windows 98, it was not intended for home users.[5] It lacked device drivers for many common consumer devices such as scanners and printers[citation needed].

Windows 2000 was available in six editions:

  • Windows 2000 Professional
  • Windows 2000 Server
  • Windows 2000 Advanced Server
  • Windows 2000 Datacenter Server
  • Windows 2000 Advanced Server Limited Edition
  • Windows 2000 Datacenter Server Limited Edition

Windows Millennium Edition (Me)

Windows Me logo
Main article: Windows Me

In September 2000, Microsoft introduced Windows Me (Millennium Edition), which upgraded Windows 98 with enhanced multimedia and Internet features. It also introduced the first version of System Restore, which allowed users to revert their system state to a previous "known-good" point in the case of system failure. System Restore was a notable feature that made its way into Windows XP. The first version of Windows Movie Maker was introduced as well.

Windows Me was conceived as a quick one-year project that served as a stopgap release between Windows 98 and Windows XP. Many of the new features were available from the Windows Update site as updates for older Windows versions, (System Restore and Windows Movie Maker were exceptions). As a result, Windows Me was not acknowledged as a unique Operating System along the lines of 95 or 98. Windows Me was widely criticised for serious stability issues, and for lacking real mode DOS support, to the point of being referred to as the "Mistake Edition". Windows Me was the last operating system to be based on the Windows 9x (monolithic) kernel and MS-DOS. It is also the last 32-bit release of Microsoft Windows that did not include Product Activation.

Windows XP: merging the product lines

The Windows logo, redesigned with the release of Windows XP, used until 4 December 2006.
Windows XP screenshot - showing the Sample Pictures folder, Sample Music folder, and Control Panel, with the blue Luna scheme and Bliss desktop.
Main article: Windows XP
See also: Features new to Windows XP

In 2001, Microsoft introduced Windows XP (code named "Whistler"). The merging of the Windows NT/2000 and Windows 95/98/Me lines was finally achieved with Windows XP. Windows XP uses the Windows NT 5.1 kernel, marking the entrance of the Windows NT core to the consumer market, to replace the aging 16/32-bit branch. The initial release met with considerable criticism, particularly in the area of security, leading to the release of three major Service Packs. Windows XP SP1 was released in September of 2002, SP2 came out in August, 2004 and SP3 came out in April, 2008. Service Pack 2 provided significant improvements and encouraged widespread adoption of XP among both home and business users. Windows XP lasted longer than any other version of Windows, from 2001 all the way to 2007 when Windows Vista was released to consumers. The Windows XP line of operating systems was succeeded by Windows Vista on 30 January 2007.

Windows XP is available in a number of versions:

  • Windows XP Home Edition, for home desktops and laptops (notebooks)
  • Windows XP Professional, for business and power users
    • Windows XP Professional N, as above, but without a default installation of Windows Media Player, as mandated by a European Union ruling
  • Windows XP Media Center Edition (MCE), released in November 2002 for desktops and notebooks with an emphasis on home entertainment
    • Windows XP Media Center Edition 2003
    • Windows XP Media Center Edition 2004
    • Windows XP Media Center Edition 2005, released on 12 October 2004.
  • Windows XP Tablet PC Edition, for tablet PCs (PCs with touch screens)
    • Windows XP Tablet PC Edition 2005
  • Windows XP Embedded, for embedded systems
  • Windows XP Starter Edition, for new computer users in developing countries
  • Windows XP Professional x64 Edition, released on 25 April 2005 for home and workstation systems utilizing 64-bit processors based on the x86-64 instruction set developed by AMD as AMD64; Intel calls their version Intel 64
  • Windows XP 64-bit Edition, is a version for Intel's Itanium line of processors; maintains 32-bit compatibility solely through a software emulator. It is roughly analogous to Windows XP Professional in features. It was discontinued in September 2005 when the last vendor of Itanium workstations stopped shipping Itanium systems marketed as "Workstations".
    • Windows XP 64-bit Edition 2003, based on the Windows NT 5.2 codebase.

[edit] Windows Server 2003

Windows 2003 enterprise server screenshot.
Main article: Windows Server 2003

On 24 April 2003 Microsoft launched Windows Server 2003, a notable update to Windows 2000 Server encompassing many new security features, a new "Manage Your Server" wizard that simplifies configuring a machine for specific roles, and improved performance. It has the version number NT 5.2. A few services not essential for server environments are disabled by default for stability reasons, most noticeable are the "Windows Audio" and "Themes" services; Users have to enable them manually to get sound or the "Luna" look as per Windows XP. The hardware acceleration for display is also turned off by default, users have to turn the acceleration level up themselves if they trust the display card driver.

In December 2005, Microsoft released Windows Server 2003 R2, which is actually Windows Server 2003 with SP1 (Service Pack 1) plus an add-on package. Among the new features are a number of management features for branch offices, file serving, printing and company-wide identity integration.

Windows Server 2003 is available in six editions:

  • Web Edition (32-bit)
  • Standard Edition (32 and 64-bit)
  • Enterprise Edition (32 and 64-bit)
  • Datacenter Edition (32 and 64-bit)
  • Small Business Server (32 and 64-bit)
  • Storage Server (OEM channel only)

Thin client: Windows Fundamentals for Legacy PCs

In July 2006, Microsoft released a thin-client version of Windows XP Service Pack 2, called Windows Fundamentals for Legacy PCs (WinFLP). It is only available to Software Assurance customers. The aim of WinFLP is to give companies a viable upgrade option for older PCs that are running Windows 95, 98, and Me that will be supported with patches and updates for the next several years. Most user applications will typically be run on a remote machine using Terminal Services or Citrix.

Windows Home Server

Main article: Windows Home Server

Windows Home Server (codenamed Q, Quattro) is a server product based on Windows Server 2003, designed for consumer use. The system was announced on 7 January 2007 by Bill Gates. Windows Home Server can be configured and monitored using a console program that can be installed on a client PC. Such features as Media Sharing, local and remote drive backup and file duplication are all listed as features.


Windows Vista

Windows Vista, showing its new Aero Glass interface, Welcome Center and Start menu.
Main article: Windows Vista
See also: Features new to Windows Vista and Development of Windows Vista

The current client version of Windows, Windows Vista (codenamed Longhorn) was released on 30 November 2006[1] to business customers, with consumer versions following on 30 January 2007. Windows Vista intended to have enhanced security by introducing a new restricted user mode called User Account Control, replacing the "administrator-by-default" philosophy of Windows XP. Vista also features new graphics features, the Windows Aero GUI, new applications (such as Windows Calendar, Windows DVD Maker and some new games including Chess, Mahjong, and Purble Place)[6], a revised and more secure version of Internet Explorer, a new version of Windows Media Player, and a large number of underlying architectural changes.

Windows Vista ships in several editions:[7]

  • Starter (only available in developing countries)
  • Home Basic
  • Home Premium
  • Business
  • Enterprise (only available to large businesses and enterprises)
  • Ultimate (combines both Home Premium and Enterprise)

All editions (except Starter edition) are currently available in both 32-bit and 64-bit versions. The biggest advantage of the 64-bit version is breaking the 4 gigabyte memory barrier, which 32-bit computers cannot fully access. In the first year after Vista's release, most installations were still 32-bit, due to poor driver support of the 64-bit version.

Windows Server 2008

Windows Server 2008 screenshot showing the server manager and start menu.
Main article: Windows Server 2008

Windows Server 2008, released on 27 February 2008, was originally known as Windows Server Codename "Longhorn". Windows Server 2008 builds on the technological and security advances first introduced with Windows Vista, and is significantly more modular than its predecessor, Windows Server 2003.

Windows 7

Windows 7 beta, showing its new task bar and updated start menu.
Main article: Windows 7

Windows 7 is the next major release after Windows Vista and is planned for a three-year development timeframe.[8] It was previously known by the code-names Blackcomb and Vienna.

On Wednesday January 7th, 2009 Steve Ballmer announced that a beta version of Windows 7 would be available for download Friday January 9th. By that Friday, Microsoft delayed making the beta version available by approximately one day, citing the need to beef up their server capacity due to overwhelming demand. Windows 7 beta (build 7000) is now available for download from Microsoft.com[2].

Some features of Windows 7 are faster boot-up, Device Stage, Windows Power Shell, less obtrusive User Account Control, Multi Touch, Home Group networking, Windows Gadget, Taskbar with application based thumbnails, and better power management for notebooks. Features previously included with Windows Vista and not in the Windows 7 beta include the Quick Launch toolbar and Windows Mail. A mail program is not provided with Windows 7 - Windows Live Mail[3] can be downloaded for those wanting a free Microsoft mail client.


Product progression

MS-DOS

  • MS-DOS 1.x through 6.22
  • Windows 95 (MS-DOS 7.0)
  • Windows 95 OEM Service Release 2.x and Windows 98 (MS-DOS 7.1)
  • Windows Millennium Edition (MS-DOS 8.0)

Windows (MS-DOS Based)

Windows NT