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Federations on the rise… 
© WALLNOY 
Licia Florio (GÉANT) & Harold Teunissen (SURFnet) 
MAGIC Workshop SC14 
New Orleans, November 2014
Serving Dutch research & education 
MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 
2
SURF as umbrella 
• All ICT activities for Higher Education and Research in the 
Netherlands are under the SURF umbrella 
MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 
3 
Scientific Computing 
& Big Data 
Commercial ICT 
Products & Services 
National Research & 
Education Network 
eScience Collaboration 
and Tools
Where are these Id. Federations? 
Source: REFEFDS map 
pilot production 
MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 
4
Federation essentials 
• We need a working inter-federation framework 
• Collaboration does not have boundaries 
MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 
5
Federations work but… 
CHALLENGES STILL AHEAD 
MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 
6 
ATTRIBUTE 
AGGREGATION 
CREDENTIAL 
TRANSLATION 
LEVELS OF 
ASSURANCE 
BRIDGING 
COMMUNITIES 
USER 
FRIENDLINESS 
ATTRIBUTE 
RELEASE 
HOMELESS USERS 
NON-WEB-BROWSER
Developments in EU and beyond 
• EU work on two tiers: 
- National basis, led by the NRENs 
- EU scale as part of the GEANT project, mostly the identity 
and Trust research work and services 
• Global scale: 
- REFEDS 
MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 
7
GEANT InAcademia 
• To create a simple service to validate the affiliation 
of a user (i.e. is this a student?) 
• Use-cases for this: 
- Web shops discounts 
- “Free” access to some cloud services (i.e. Office 365, Apple, 
etc) 
- Validate affiliation on relevant social platforms 
• Pilot service expected by end of 2014, early 2015 
MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 
8
InAcademia Rationale 
eduPersonAffiliationattribute 
• The attribute within a federated login can be used 
to validate membership of the academic 
community, however: 
- Joining a federation is a problem (policies and contracts) 
- Implementing SAML and doing federation is though 
- Inter-federation is even harder 
- Up front cost, but no customers 
• So, a lot of work, while the service only needs the 
Affiliation — pretty low risk in the privacy spectrum 
MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 
9
InAcademia — Workflow 
• Service gets attributes directly from user (self asserted or social) 
• Service queries a single “centralised” service — InAcademia 
Simple Validation Service to confirm affiliation 
• A well understood protocol can be used to query InAcademia 
• Policy barrier for using InAcademia is low 
• The user “proves” his affiliation at InAcademia which is under 
control of the existing federations and NRENs 
• InAcademia is connected to eduGAIN 
• Authentication at home Identity Provider delivers requested 
affiliation 
• InAcademia interprets the affiliation and answers the requesting 
service, but never directly delivers attribute values! 
• User gets discount and service pays a small transaction fee 
MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 
10
InAcademia - Benefits 
• For Identity Providers 
- SAML based, connected via eduGAIN 
- Two profiles that have minimal ‘low risk’ attribute requirements 
- No personal data stored at central service 
- One connection with many services that are of high value to 
users, but low effort for IdPs 
• For Services 
- OpenID Connect interface towards service, no SAML required 
- No need to deal with (inter) federation 
- Simplified policy, compatible with eduGAIN CoCo 
- Little upfront cost, only pay small amount when transaction is 
made 
- One connection with many trusted Identity Providers 
MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 
11
REFEDS 
• REFEDS = Research and Education FEDERATIONS 
- To that articulates the mutual needs of research and 
education identity federations worldwide 
- To offer best practices for R&E federations to ease inter-federation 
- Supported by GEANT Association (formerly Terena) 
- Open to anybody with an interest in using federated 
credentials 
MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 
12 
https://refeds.org
REFEDS — Entity Categories 
• Aim: to group federation entities that share 
common criteria 
- To ease the attribute release problems 
- IdPs would release the same set of attributes to all SPs that 
are in a category instead than negotiating with each of them 
individually 
• Two categories approved: 
- Hide from Discovery 
- Research and Scholarship 
MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 
13 
https://wiki.refeds.org/display/ENT/Entity-Categories+Home
REFEDS — SIRTFI 
• A Security Incident Response Trust Framework for 
Federated Identity — SIR-T-FI 
• To define a process for expressing security incident 
handling requirements as an assurance profile for 
federations. 
• Not strictly a REFEDS work, yet… 
• A lot of interest in this area 
MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 
14 
https://wiki.refeds.org/display/GROUPS/SIRTFI
harold.teunissen@surfnet.nl haroldteunissen

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Federations on the rise

  • 1. Federations on the rise… © WALLNOY Licia Florio (GÉANT) & Harold Teunissen (SURFnet) MAGIC Workshop SC14 New Orleans, November 2014
  • 2. Serving Dutch research & education MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 2
  • 3. SURF as umbrella • All ICT activities for Higher Education and Research in the Netherlands are under the SURF umbrella MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 3 Scientific Computing & Big Data Commercial ICT Products & Services National Research & Education Network eScience Collaboration and Tools
  • 4. Where are these Id. Federations? Source: REFEFDS map pilot production MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 4
  • 5. Federation essentials • We need a working inter-federation framework • Collaboration does not have boundaries MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 5
  • 6. Federations work but… CHALLENGES STILL AHEAD MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 6 ATTRIBUTE AGGREGATION CREDENTIAL TRANSLATION LEVELS OF ASSURANCE BRIDGING COMMUNITIES USER FRIENDLINESS ATTRIBUTE RELEASE HOMELESS USERS NON-WEB-BROWSER
  • 7. Developments in EU and beyond • EU work on two tiers: - National basis, led by the NRENs - EU scale as part of the GEANT project, mostly the identity and Trust research work and services • Global scale: - REFEDS MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 7
  • 8. GEANT InAcademia • To create a simple service to validate the affiliation of a user (i.e. is this a student?) • Use-cases for this: - Web shops discounts - “Free” access to some cloud services (i.e. Office 365, Apple, etc) - Validate affiliation on relevant social platforms • Pilot service expected by end of 2014, early 2015 MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 8
  • 9. InAcademia Rationale eduPersonAffiliationattribute • The attribute within a federated login can be used to validate membership of the academic community, however: - Joining a federation is a problem (policies and contracts) - Implementing SAML and doing federation is though - Inter-federation is even harder - Up front cost, but no customers • So, a lot of work, while the service only needs the Affiliation — pretty low risk in the privacy spectrum MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 9
  • 10. InAcademia — Workflow • Service gets attributes directly from user (self asserted or social) • Service queries a single “centralised” service — InAcademia Simple Validation Service to confirm affiliation • A well understood protocol can be used to query InAcademia • Policy barrier for using InAcademia is low • The user “proves” his affiliation at InAcademia which is under control of the existing federations and NRENs • InAcademia is connected to eduGAIN • Authentication at home Identity Provider delivers requested affiliation • InAcademia interprets the affiliation and answers the requesting service, but never directly delivers attribute values! • User gets discount and service pays a small transaction fee MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 10
  • 11. InAcademia - Benefits • For Identity Providers - SAML based, connected via eduGAIN - Two profiles that have minimal ‘low risk’ attribute requirements - No personal data stored at central service - One connection with many services that are of high value to users, but low effort for IdPs • For Services - OpenID Connect interface towards service, no SAML required - No need to deal with (inter) federation - Simplified policy, compatible with eduGAIN CoCo - Little upfront cost, only pay small amount when transaction is made - One connection with many trusted Identity Providers MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 11
  • 12. REFEDS • REFEDS = Research and Education FEDERATIONS - To that articulates the mutual needs of research and education identity federations worldwide - To offer best practices for R&E federations to ease inter-federation - Supported by GEANT Association (formerly Terena) - Open to anybody with an interest in using federated credentials MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 12 https://refeds.org
  • 13. REFEDS — Entity Categories • Aim: to group federation entities that share common criteria - To ease the attribute release problems - IdPs would release the same set of attributes to all SPs that are in a category instead than negotiating with each of them individually • Two categories approved: - Hide from Discovery - Research and Scholarship MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 13 https://wiki.refeds.org/display/ENT/Entity-Categories+Home
  • 14. REFEDS — SIRTFI • A Security Incident Response Trust Framework for Federated Identity — SIR-T-FI • To define a process for expressing security incident handling requirements as an assurance profile for federations. • Not strictly a REFEDS work, yet… • A lot of interest in this area MAGIC WORKSHOP — SC14 — New Orleans, LA, November 2014 14 https://wiki.refeds.org/display/GROUPS/SIRTFI