Federated Access Management, JISC Presentation

Mark Williams Services Outreach, JISC [email_address] federated access management

Introduction The West Wing Warner Bros 2001

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Update
Shibboleth update

Update
Shibboleth update
Focus on Federated Access Management
Shibboleth just one of / part of the technologies

Introduction
What is access management?
The Situation
The Choices
Why?: The business case
The Support
Discussion

Explaining federated access management
Video highlights:
Issues
Advantages
Situation
Video Audience:
SMT
Curriculum
LRC
Tool for YOU to use

JISC Announcement
In March 2006, JISC formally announced its intention to support federated access management as the preferred access management solution for UK Further and Higher Education
JISC will continue funding the Athens service until July 2008
Athens will be available via a subscription model post July 2008
Institutions will have to Join the Federation to access JISC funded resources
The UK Access Management Federation launched in November 2006, with early adopters joining in August 2006
The Federation is a combined venture between JISC and BECTA
A full support service will be made available to the JISC community to support the transition to the new service

What is Federated Access Management?
Current Athens service is a centralised service:
Institution provides information about users to Athens (identity information).
Athens brokers both authentication and authorisation on the part of the institution with service providers.
Federated Access Management devolves authentication back to the institution:
Authentication achieved through normal institutional log-on.
Service Providers trust institutions to appropriately authenticate.
Service Providers and institutions exchange information about users to determine what they can access (attributes: staff, student, law).
Same system can be used for internal, external and collaborative access (e-learning partnerships with other institutions, e-portfolios).

The Push
JISC Collections access
Athens pricing structure
Focus on legitimate use – Emphasis on correct use- non sharing of passwords etc
Expiry policy
Policy for populating user directory
http://www.eduserv.org.uk/upload/athens/pdf/openathens_pricing_0307.pdf

The Pull
Capability – institution – staff – students
International gold standard
Longevity: JISC supporting solution – Gateway developed to enable Eduserve solution
International – In common etc

The Gateways ATHENS INSTITUTION UK ACCESS MANAGEMENT FEDERATION FEDERATED INSTITUTION ATHENS CENTRAL ATHENS PROTECTED RESOURCE FEDERATED RESOURCE IdP Gateway SP Gateway

Strategic Case: Example – Rummidge College Vision statement
VISION STATEMENT: “Using a single password, students can access not only Rummidge College own electronic resources but also those of other universities, Colleges and institutions by co-operative agreements.
VISION STATEMENT: “Provide services which reduce the burden of administration and information management.”
VISION STATEMENT: “Provide services which facilitate scholarly communication, collaboration and research
Federated access management allows not only single sign-on internally using an institutional password, but also allows users to access resources (such as VLEs) at other institutions using that same password (i.e. no need to register elsewhere).
Devolved authentication means that institution do not have to administer Athens accounts and single sign-on reduces the need for libraries to manage people as well as resources.
Federated access management supports the adoption of ‘virtual organisations and key research tools (such as open access repositories) have been ‘federated’.
24/7 Collaboration Lifelong learning Workbased learning Remote learning Regional Partnership

The Strategic Case: Questions to Ask
Are there institutional drivers for:
The implementation of an enterprise directory / identity management solution?
Need to manage ‘non-standard’ users more efficiently, need to manage all users more efficiently!
Single (simplified) sign-on / devolved authentication?
System for both internal and external resources.
Collaborative access to resources within other institutions?
HE / FE collaboration; franchises in other countries.
Research collaboration? Private sector collaboration?
‘Virtual Organisation’ support; third-stream funding opportunities.

Institutional Options
BECOME A FULL MEMBER OF THE FEDERATION USING COMMUNITY SUPPORTED TOOLS
COSTS: Institutional effort to implement software, join federation and enhance institutional directories
BENEFITS: Full institutional control, skilled staff and access management solution for internal, external and collaborative resources
BECOME A FULL MEMBER OF THE FEDERATION USING TOOLS WITH PAID-FOR SUPPORT
COSTS: Cost of support from supplier and institutional effort in liaison with supplier and Federation
BENEFITS: Full support in implementation and access management solution for internal, external and collaborative resources
SUBSCRIBE TO AN ‘OUTSOURCED IDENTITY PROVIDER’ TO WORK THROUGH THE FEDERATION ON YOUR BEHALF (SUCH AS USE OF CLASSIC ATHENS WITH THE GATEWAYS)
COSTS: Subscription costs to external supplier (from July 2008) and internal administration role
BENEFITS: Minimum institutional effort to achieve access to external resources only

Institutional Audit
Strategic fit: Aims of the College
Mission statement, Capability, Staff up-skilling, Collaboration, Costs
Options appraisal: which choice meets business need
How many resources do you access?
What do you want to do?
Affordability
Capability
What will your choice solve?

Financial Case: procurement and commercial issues
JISC ‘Institutional Preparedness’ Study (170 institutions):
Directory Services:
66% HE / 69% FE use Active Directory
31% HE / 13% FE use Novell eDirectory
27% HE / 31 % FE use OpenLDAP
Outsourcing / Delegation of Identity Management:
2% of HE / 0% FE outsource directory / identity management
25% HE allow departmental control of identity management
Current use of Athens:
Classic Athens: 57% HE / 78% FE
AthensDA: 35% HE / 7% FE

Reviewing Readiness How many institutions will adopt federated access by July 2008? (FE figures: Scotland, Wales and Northern Ireland only)

Financial Case: implementation and ongoing
Costs associated with adopting federated access management need to be assessed on an institution by institution basis.
Depend on starting point (state of directory services, choice of directory services, use of Athens, size of institution etc. etc.).
Depends on ‘end’ goal (full single sign-on implementation or more lightweight approach).
Use case studies of ‘early adopters’ to judge where you might be – please contact me.
Talk to the early adopters (they are very nice).
NMI-EDIT full Enterprise Directory project example: £250,000 capital, £130,000 recurrent.
Simple adoption of federated access management: £5,000.
Early adopter projects: £50,000. All successful within these constraints.
Athens pricing

In Summary
All institutions have options to consider regarding the adoption of federated access management.
Gateways ensure that it is your decision and not ‘chicken and egg’.
Institutions have a wide range of drivers that support the adoption of federated access management.
Collaborative eLearning, eResearch, ePortfolios, Open Access Repositories, Information / Knowledge Strategies.
It is important that this is planned and considered on an institutional basis.
What is the best fit for your institution?
What’s in your strategy already?
Lots of resources available to help in the planning process.

The JISC Roadmap

Federation official documentation
http://www.ukfederation.org.uk/
Support: UK Federation Website

JISC Website
Case studies
Business case (May)
Awareness events
Netskills training
Institutional audit support
Mailing list
Support: JISC Website

Outreach
Team
[email_address] –FE
[email_address] – Resource Providers
LSE team – implementation casestudies
Third party players
Eduserve
Kidderminster / Salford
Others
UKERNA, NetSkills,

Access Management: Transition Programme Meeting
29th - 30th May 2007
Aston, Birmingham
Intended as a discussion platform for those who are adopting, or considering adopting, federated access management within the UK.
Senior managers, technical and library staff
http://www.jisc.ac.uk/whatwedo/programmes/programme_am_transition/amtppm
FREE!
LUNCH AND CLOSE 12.30 - 1.30 PLENARY 11.30 - 12.30 Service Provider update Technologies Update Policy Update 10.30 - 11.30 COFFEE BREAK 10.15 - 10.30 FUTURES: FEDERATION / SAML AND JISC STRATEGY 9.15 - 10.15 END OF DAY ONE DRINKS AT 7.30 / DINNER AT 8.00 Library BoF Technical BoF Institutional Audit BoF 4.00 - 5.00 COFFEE BREAK / SUPPLIERS POSTERS 3.30 - 4.00 OPTIONS FOR JOINING THE FEDERATION 2.15 - 3.30 WELCOME 200 - 2.15 LUNCH 1.00 - 2.00

Casestudies

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FEDERATION – does need to be addressed sooner or later Don’t let that happen to your institution Issue not forced on Colleges but highlighted Solutions offered not chosen

Discussion
Obstacles?
Help?

Federated Access Management, JISC Presentation

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