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Federation Policy
 

Federation Policy

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This presentation gives an overview of the policy developed for the UK Access Management Federation

This presentation gives an overview of the policy developed for the UK Access Management Federation

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    Federation Policy Federation Policy Presentation Transcript

    • Federation Policy Issues The UK Perspective Nicole Harris Programme Manager – JISC
    • Issues from the UK
      • Experience from the UK highlights the importance of:
        • Making the move from a pilot to full service
        • Getting it right for your national requirements
        • Mapping requirements across the UK educational sector
        • Managing ‘outsourced identity providers’
        • Managing ‘outsourced service providers’
        • Not just the Federation and Policies but outreach, assisted take-up, vendor liaison
    • Moving from SDSS to the UK Access Management Federation UKERNA EDINA National Data Centre Home National Programme Scale Ongoing 3 years Duration Service Project Status UK federation SDSS federation
    • Differences for Users in Transition from SDSS
      • Very little:
        • Metadata recommendations have been preserved
        • SDSS team in place to provide second-line support for the foreseeable future
        • Communication: pushing people to use SDSS in the interim (don’t wait!)
        • Communication: explaining the changeover process
        • Formalising: actually signing formal policy documents rather than pilot recommendations can be scary / institutionally difficult
        • Athens “gateways” will be live and in service:
          • Athens will join the Federation as an outsourced Identity Provider and represent many institutions that have not made the move to full federated access management
          • Athens will join the Federation as an outsourced Service Provider and represent many resource owners that have not made the move to full federated access management
    • Federation Stats: 13 th April 2007
      • 50 MEMBERS.
      • 113 ENTITIES (two dual in nature):
        • 51 Identity Providers
        • 64 Service Providers
      • 29 ‘Core’ Institutional Members.
    • Policy Document 1: Rules of Membership
      • The basic contractual framework for trust.
      • Covers:
        • Definitions
        • Rules for all members
        • Specific rules for IdPs and SPs
        • Data Protection and Privacy
        • User Accountability
        • Liability
        • Audit and Compliance
        • Termination
        • Membership Cessation
        • Changes to Rules
        • Dispute Resolution
    • Policy Document 2:Recommendations for Use of Personal Data
      • Recommendations for use of personal data
      • Covers legal requirements – Data Protection Act 1998
      • practical use of attributes:
        • eduPersonScopedAffiliaton: represents the least intrusion into the user’s privacy and is likely to be sufficient for many access control decisions.
        • eduPersonTargetedID:designed to satisfy applications where the service provider needs to be able to recognise a returning user without revealing real identity.
        • “ For most applications a combination of the attributes eduPersonScopedAffiliation and eduPersonTargetedID will be sufficient. A requirement to provide other attributes should be regarded as exceptional by both Identity and Service Providers and will involve considerable additional responsibilities for both.”
        • eduPersonPrincipleName comes under the personal data guidelines of DP Act.
        • eduPersonEntitlement: may be possible to determine Identity from entitlement so again governed by DP Act.
    • Policy Document 3: Technical Recommendations for Participants
      • Specifies the technical architecture for Federation and participants.
      • Choice of IdP / SP software (UK is neutral but must be SAML compliant and tested by Federation)
      • Authentication response profiles
      • Metadata processes
      • Digital Certificate processes
      • ‘ Discovery’ processes - to WAYF or not to WAYF
      • Attribute usage
      • Includes Future Directions for each area of work
    • UK Federation Required Attributes Used when a specific resource has a specific entitlement condition not covered elsewhere: must be over 21, must have completed foundation course module. eduPersonEntitlement (expressed as an agreed URI) mutually agreed by institution and service Used when a persistent user identifier is required across services. Typically used in for internal institutional services. Real identity can be established from attribute. eduPersonPrincipalName (harrisnv) defined by institution – login name ‘ A persistent user pseudonym’ to allow for service personalisation and usage monitoring across sessions. Not a real world identity. eduPersonTargetedID (r001xf4rg2ss) opaque string defined by institution Establishes user’s relationship with institution – e.g. staff, student, member. Terms as used in JISC Model license. Most authorisation can be done against this attribute. eduPersonScopedAffiliation ( [email_address] ) UK specific controlled vocabulary WHAT THIS REALLY MEANS TECHNICAL ATTRIBUTE NAME
    • Policy Document 4: Federation Technical Specification and Policy Document 5: Federation Operator Procedures
      • Federation Technical Specification:
        • High level document about trust fabrics and how the UK Access Management Federation achieves trust.
      • Federation Operator Procedures:
        • The procedures actually undertaken by the Federation Operator (UKERNA):
          • Enrolment
          • CA Qualification
          • Support
          • Monitoring / Audit
    • Upcoming…in Policy
      • More practical documents related to baseline Federation such as Identity Provider deployment.
      • More advice and policy as developments move to service:
        • Levels of assurance
        • Virtual organisation support
        • Virtual ‘orphanage’ (SDSS already offering TypeKey and ProtectNetwork solutions)
        • Detailed policies for outsourced identity providers and outsourced service providers
    • The Gateways ATHENS INSTITUTION UK ACCESS MANAGEMENT FEDERATION FEDERATED INSTITUTION ATHENS CENTRAL ATHENS PROTECTED RESOURCE FEDERATED RESOURCE IdP Gateway SP Gateway
      • www.ukfederation.org.uk
      • www.jisc.ac.uk/federation.html
      • [email_address]
      • [email_address]