Overview
Objective
By 1990, IBM acknowledged the software industry to be in a state of perpetual crisis. This was due to the chaos from inordinate complexity of software engineering inherited by its legacy of procedural programming practices since the 1960s. Large software projects were too difficult, fragile, expensive, and time-consuming to create and maintain; they required too many programmers, who were too busy with fixing bugs and adding incremental features to create new applications. Different operating systems were alien to each other, with their own proprietary applications. IBM envisioned "life after maximum entropy" through "operating systems unification at last" and wanted to lay a new worldview for the future of computing. IBM sought a new world view of a unified foundation for computing, based upon the efficient reuse of common work. It wanted to break the traditional monolithic software development cycle of producing alphas, then betas, then testing, and repeating over the entire operating system — instead, compartmentalizing the development and quality assurance of individual unit objects. This new theory of unifying existing legacy software and the new way of building all new software, was nicknamed the Grand Unified Theory of Systems or GUTS. Coincidentally, Apple already had a two-year-old secret prototype of its microkernel-based object-oriented operating system with application frameworks, named Pink. The theory of GUTS was expanded by Pink, yielding Workplace OS.Architecture
IBM described its new microkernel architecture as scalable, modular, portable, client/server distributed, and open and fully licensable both in binary and source code forms. This microkernel-based unified architecture was intended to allow all software to become scalable both upward into supercomputing space and downward into mobile and embedded space. Leveraged upon a single microkernel, IBM wanted to achieve its grand goal of unification by simplifying complex development models into reusable objects and frameworks, and all while retaining complete backward compatibility with legacy and heritage systems. Multiple-library support would allow developers to progressively migrate select source code objects to 64-bit mode, with side-by-side selectable 32-bit and 64-bit modes. IBM's book on Workplace OS says, "Maybe we can get to a 64-bit operating system in our lifetime." IBM intended shareable objects to eventually reduce the footprint of each personality, scaling them down to a handheld computing profile. At the base of Workplace OS is a fork of the Mach 3.0 microkernel (release mk68) originally developed byHistory
Development
GUTS
In January 1991, there was an internal presentation to the IBM Management Committee of a new strategy for operating system products. This included a chart called the Grand Unification Theory of Operating Systems (GUTS) which outlined how a single microkernel underlying common subsystems could provide a single unifying architecture for the world's many existing and future operating systems. It was initially based in a procedural programming model, not object-oriented. The design elements of this plan had already been implemented on IBM's RS/6000 platform via the System Object Model (SOM), a model which had already been delivered as integral to the OS/2 operating system. Sometime later in 1991, as a result of the Apple/IBM business partnership, a small exploratory IBM team first visited the Taligent team, who demonstrated a relatively mature prototype operating system and programming model based entirely on Apple's Pink project from 1987. There, GUTS's goals were greatly impacted and expanded by exposure to these similar goals—especially advanced in the areas of aggressive object-orientation, and of software frameworks upon a microkernel. IBM's optimistic team saw the Pink platform as being the current state of the art of operating system architecture. IBM wanted to adopt Pink's more object-oriented programming model and framework-based system design, and add compatibility with legacy procedural programming along with the major concept of multiple personalities of operating systems, to create the ultimate possible GUTS model. Through the historic Apple/IBM partnership, Apple's CEO John Sculley said that the already volume-shipping OS/2 and MacOS would become unified upon the common PowerPC hardware platform to "bring a renaissance to the industry". In late 1991, a small team from Boca Raton and Austin began implementing the GUTS project, with the goal of proving the GUTS concept, by first converting the monolithic OS/2 2.1 system to the Mach microkernel, and yielding a demo. To gain shared access to key personnel currently working on the existing OS/2, they disguised the project as the Joint Design Task Force and brought "a significant number" of personnel from Boca, Austin (with LANs and performance), Raleigh (with SNA and other transport services), IBM Research (with operating systems and performance), and Rochester (with the 64-bit, object-oriented worldview from AS/400). Pleased with the robust, long-term mentality of the microkernel technology and with the progress of the project, the team produced a prototype in mid 1992. The initial internal-development prototypes ran on x86-based hardware and provided aDemos and business reorganization
At Comdex in late 1992, the team flew in and assembled a private demonstration based on last-minute downloads to replace corrupted files and one hour of sleep. The presentation was so well received that the prototype was put on the trade show floor on Thursday, as the first public demonstration of the IBM Microkernel-based system running OS/2, DOS, 16-bit Windows, and UNIX applications. In 1992, IBM ordered Taligent to migrate the Taligent OS from its internally developed microkernel named Opus, onto the IBM Microkernel. Ostensibly, this would have allowed Taligent's operating system (implemented as a Workplace OS personality) to execute side-by-side with DOS and OS/2 operating system personalities. In 1993, ''InfoWorld'' reported that Jim Cannavino "has gone around the company and developer support for a plan to merge all of the company's computing platforms—ES/9000, AS/400, RS/6000, and PS/2—around a single set of technologies, namely the PowerPC microprocessor, the Workplace OS operating system, and the Taligent object model, along with a series of open standards for cross-platform development, network interoperability, etc." On June 30, 1993, a presentation was given at the Boca Programming Center by Larry Loucks, IBM Fellow and VP of Software Architecture of the Personal Software Products (PSP) Division. By 1993, IBM reportedly planned two packages of Workplace OS, based on personality dominance: one based on the OS/2 Workplace Shell and another based upon the UNIX Common Desktop Environment (CDE). IBM and Apple were speaking about the possibility of a Mac OS personality. By January 1994, the IBM Power Personal Systems Division had still not yet begun testing its PowerPC hardware with any of its three intended launch operating systems: definitely AIX and Windows NT, and hopefully also Workplace OS. Software demonstrations showed limited personality support, with the dominant one being the OS/2 Workplace Shell desktop, and the DOS and UNIX personalities achieving only fullscreen text mode support with crude hotkey switching between the environments. ''Byte'' reported that the multiple personality support promised in Workplace OS's conceptual ambitions was more straightforward, foundational, and robust than that of the already-shipping Windows NT. The magazine said "IBM is pursuing multiple personalities, while Microsoft appears to be discarding them" while conceding that "it's easier to create a robust plan than a working operating system with robust implementations of multiple personalities". In 1994, the industry was reportedly shifting away from monolithic development and even application suites, toward object-oriented, component-based, crossplatform, application frameworks. By 1995, Workplace OS was becoming notable for its many and repeated launch delays, with IBM described as being inconsistent and "wishy washy" with dates. This left IBM's own PowerPC hardware products without a mainstream operating system, forcing the company to at least consider the rival Windows NT. In April 1994, ''Byte'' reported that under lead architect Paul Giangarra, IBM had staffed more than "400 people working to bring orkplace OSup on Power Personal hardware". In May 1994, the RISC Systems software division publicly announced the company's first attempt to even study the feasibility of converting AIX into a Workplace OS personality, which the company had been publicly promising since the beginning. One IBM Research Fellow led a team of fewer than ten, to identify and address the problem, which was the fundamentally incompatiblePreview launch
In mid 1995, IBM officially named its planned initial Workplace OS release "OS/2 Warp Connect (PowerPC Edition)" with the code name "Falcon". In October 1995, IBM announced the upcoming first release, though still a developer preview. The announcement predicted it to have version 1.0 of the IBM Microkernel with the OS/2 personality and a new UNIX personality, on PowerPC. Having been part of the earliest demonstrations, the UNIX personality was now intended to be offered to customers as a holdover due to the nonexistence of a long-awaited AIX personality, but the UNIX personality was also abandoned prior to release. This developer release is the first ever publication of Workplace OS, and of the IBM Microkernel (at version 1.0), which IBM's internal developers had been running privately on Intel and PowerPC hardware. TheRoadmap
On November 22, 1995, IBM's developer newsletter said, "Another focus of the 1996 product strategy will be the IBM Microkernel and microkernel-based versions of OS/2 Warp. Nearly 20 corporations, universities, and research institutes worldwide have licensed the microkernel, laying the foundation for a completely open microkernel standard." IBM planned a second feature-parity release for x86 andDiscontinuation
The Workplace OS project was finally canceled in March 1996 due to myriad factors: inadequate performance; low acceptance of theReception
Industrial reception
Reception was enthusiastically but skeptically mixed, as the young IT industry was already constantly grappling with the second-system effect, and was now presented with Workplace OS and PowerPC hardware as the ultimate second system duo to unify all preceding and future systems. On November 15, 1993, ''InfoWorld''s concerns resembled the Osborne effect: "Now IBM needs to talk about this transition without also telling its customers to stop buying all the products it is already selling. Tough problem. Very little of the new platform that IBM is developing will be ready for mission-critical deployment until 1995 or 1996. So the company has to dance hard for two and maybe three years to keep already disaffected customers on board." In 1994, an extensive analysis by ''Byte'' reported that the multiple personality concept in Workplace OS's beta design was more straightforward, foundational, and robust than that of the already-shipping Windows NT. It said "IBM is pursuing multiple personalities, while Microsoft appears to be discarding them" and conceded that "it's easier to create a robust plan than a working operating system with robust implementations of multiple personalities". Upon the January 1996 developer final release, ''InfoWorld'' relayed the industry's dismay that the preceding two years of delays had made the platform "too little, too late", "stillborn", and effectively immediately discontinued. An analyst was quoted, "The customer base would not accept OS/2 and the PowerPC at the same time" because by the time IBM would eventually ship a final retail package of OS/2 on PowerPC machines, "the power/price ratio of the PowerPC processor just wasn't good enough to make customers accept all of the other drawbacks" of migrating to a new operating system alone. In 2013, ''Ars Technica'' retrospectively characterized the years of hype surrounding Workplace OS as supposedly being "the ultimate operating system, the OS to end all OSes ... It would run on every processor architecture under the sun, but it would mostly showcase the power of POWER. It would be all-singing and all-dancing."Internal analysis
In January 1995, four years after the conception and one year before the cancellation of Workplace OS, IBM announced the results of a very late stage analysis of the project's initial assumptions. This concluded that it is impossible to unify the inherent disparity in endianness between different proposed personalities of legacy systems, resulting in the total abandonment of the flagship plan for an AIX personality. In May 1997, one year after its cancellation, one of its architects reflected back on the intractable problems of the project's software design and the limits of available hardware.Academic analysis
In September 1997, a case study of the history of the development of Workplace OS was published by the University of California with key details having been verified by IBM personnel. These researchers concluded that IBM had relied throughout the project's history upon multiple false assumptions and overly grandiose ambitions, and had failed to apprehend the inherent difficulty of implementing a kernel with multiple personalities. IBM considered the system mainly as its constituent components and not as a whole, in terms of system performance, system design, and corporate personnel organization. IBM had not properly researched and proven the concept of generalizing all these operating system personalities before starting the project, or at any responsible timeframe during it — especially its own flagship AIX. IBM assumed that all the resultant performance issues would be mitigated by eventual deployment upon PowerPC hardware. The Workplace OS product suffered the second-system effect, including feature creep, with thousands of global contributing engineers across many disparate business units nationwide. The Workplace OS project had spent four years and $2 billion (or 0.6% of IBM's revenue for that period), which the report described as "one of the most significant operating systems software investments of all time" and "one of the largest operating system failures in modern times".See also
* Taligent, sister project of Workplace OS * IBM Future Systems project, a previous grand unifying project * Copland, another second system prototype from Apple *Notes
References
Further reading
* * * * * * OS/2 PowerPC Toolkit, Developer Connection CD-ROMs. The first doc is a description of the OS/2 ABI on PowerPC32. The second is an API addendum, including a description of new 32-bit console APIs.