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Shibboleth Development and Support Services




           WAYFs and Discovery
 Where Are You From and Where Do You Want to Go Next?




     Ian Young and Rod Widdowson, SDSS


JISC CM Programme meeting, Windermere, 14-15 Nov. 2005
Shibboleth Development and Support Services



                                                          SDSS Project Goals

• Implement a development federation …
    … to support other CM projects
    … to participate in Internet2 development
    … to convert EDINA services

• Gain experience relevant to the creation of                                            a
   UK production federation




  JISC CM Programme Meeting, Windermere                            14–15 November 2005       X
The Discovery Problem




      Authentication Request

IdP         SMH                 SP
Shibboleth Development and Support Services



                                                  The Discovery Problem

• User’s client approaches SP
• SP has no existing session
• “something magic happens”
• Result is that the SP’s authentication request
   can reach the IdP

• IdP authenticates
• IdP sends response to SP
• SP authorises
  JISC CM Programme Meeting, Windermere                            14–15 November 2005   X
Shibboleth Development and Support Services



                                                 Authentication Request

• A Shibboleth authentication request message is
   just an HTTP GET with parameters:
   – requesting entity
   – return address
   – resource name
   – time (optional)

• Simple, unsigned, format means it can be
   generated and relayed easily

• SAML 2.0 AuthenticationRequest complications
  JISC CM Programme Meeting, Windermere                            14–15 November 2005   X
Shibboleth Development and Support Services



                                                    Discovery Techniques

• Traditional (centralised)
   – WAYF-centric discovery

• Decentralised
   – SP-centric discovery
   – IdP-centric “discovery”

• Futuristic
   – Client-centric discovery




  JISC CM Programme Meeting, Windermere                            14–15 November 2005   3
Traditional Model



IdP                      SP

      WAYF
IdP                      SP


IdP                      SP
      <md/>

                     Federation
Shibboleth Development and Support Services



                                                            Traditional Model

• Federation defines communication boundary
• Collection of Identity Providers
• Collection of Service Providers
• Federation metadata lists entities
• Single central WAYF service
• Works well for “federation of me”


  JISC CM Programme Meeting, Windermere                            14–15 November 2005   X
Shibboleth Development and Support Services



                                                                   Model Failures

• Multiple identities
• Sub-federations
• Ad-hoc non-federations
• Portals
• Multiple Federations
   – no single federation’s WAYF is appropriate
   – multi-WAYF can help



  JISC CM Programme Meeting, Windermere                            14–15 November 2005   X
Example: Shibboleth Wiki
Shibboleth Development and Support Services



                                             SDSS WAYF Contributions

• All of this work is now in Internet2 CVS HEAD
• Bundled with next minor IdP release
• Target environments:
   – central WAYF for a federation, but with support for
     associated federations
   – custom WAYF at individual SPs
   – custom WAYF for group of SPs

• Drop-in replacement for existing WAYF

  JISC CM Programme Meeting, Windermere                            14–15 November 2005   6
Shibboleth Development and Support Services



                          SDSS-Contributed WAYF Extensions

• Multiple metadata files
• Handles 1.1/1.2 and new SAML 2.0 metadata
• Maintains SAML discovery cookie
• Multiple configurations in one deployment:
   – different metadata subsets
   – different “second visit” behaviour
   – different filtering and listing behaviour
   – different JSPs

  JISC CM Programme Meeting, Windermere                            14–15 November 2005   7
Old (1.1/1.2) WAYF
Drop-in Replacement
Revisit WAYF
Multi WAYF example: Shibboleth Wiki
Automatic Federation Filtering
Different JSPs
Shibboleth Development and Support Services



                                                          SP-centric Discovery

•   In many cases, better than WAYF-centric discovery

•   Service Provider often knows its community of users
     – Particularly true for licensed content, where a real-world
       contract will exist
     – Contracts trump metadata

•   Many possibilities, including:
     – local custom WAYF
     – custom application logic (e.g., IP address as hint)
     – SAML discovery cookie (in 1.3 SP)
     – combination approaches
    JISC CM Programme Meeting, Windermere                            14–15 November 2005   13
Example: Elsevier ScienceDirect
Shibboleth Development and Support Services



                                                             Application Logic

• For example, IP addresses as hints
• Many service providers know customer IP
   address ranges because they are used for non-
   Shibboleth authorization

• Good way of detecting (probably) local users
• IP address can only be a hint



  JISC CM Programme Meeting, Windermere                            14–15 November 2005   X
Shibboleth Development and Support Services



                                                                SP SAML Cookie

• Built-in in 1.3 SP
• Maintained as list of most-recently used IdPs
• This helps you do your own application logic
• Or, can share cookie with local custom WAYF




  JISC CM Programme Meeting, Windermere                            14–15 November 2005   X
Shibboleth Development and Support Services



                                                   IdP-centric “Discovery”

• Shibboleth is normally SP-first, but can be used
   IdP-first

• Construct an authentication request on behalf
   of desired SP and send it directly to the IdP

• IdP-first access makes the discovery problem
   vanish

• Example: institutional portals
• MyAthens is a sophisticated version of this
  JISC CM Programme Meeting, Windermere                            14–15 November 2005   15
Example: LSE Portal
LSE Portal Links
Shibboleth Development and Support Services



                                                                 LSE Link to EIG

https://gate-test.library.lse.ac.uk/shibboleth/HS?
target=http%3A%2F
%2Feig.sdss.ac.uk%2Feiglogin-sso%3Fx
%3D68%26y%3D9%26logout_url%3Dhttp
%253A%252F%252Fedina.ac.uk%252Feig
%252Fshibb.shtml&shire=http%3A%2F
%2Feig.sdss.ac.uk
%2FShibboleth.shire&providerId=urn
%3Amace%3Aac.uk%3Asdss.ac.uk
%3Aprovider%3Aservice%3Aeig.sdss.ac.uk

 JISC CM Programme Meeting, Windermere                            14–15 November 2005   18
Shibboleth Development and Support Services



                                                                  LSE Link to EIG

• https://gate-test.library.lse.ac.uk/shibboleth/HS
   – providerId=urn:mace:ac.uk:sdss.ac.uk:provider:servic
     e:eig.sdss.ac.uk
   – shire=http://eig.sdss.ac.uk/Shibboleth.shire
   – target=http://eig.sdss.ac.uk/eiglogin-sso
          (with encoded parameters of its own)




  JISC CM Programme Meeting, Windermere                            14–15 November 2005   X
Shibboleth Development and Support Services



                                                   IdP-centric “Discovery”

• User experience improved: direct from portal to
   IdP, direct from there to SP

• Can capture links from a normal transaction
• BUT can be brittle: required link may change
• SP (1.3) can assist by providing session initiator
   URL with a providerId parameter indicating
   IdP

• Much simpler URL, much more robust
  JISC CM Programme Meeting, Windermere                            14–15 November 2005   19
Shibboleth Development and Support Services



                                                             Session Initiators

• SP deployers can assist with IdP-centric
   discovery

• 1.3 SP allows definition of “session initiators”
   – each session initiator has its own URL

• Session initiator allows parameter indicating IdP
   – ?providerId=<IdP entity name>

• Portal link becomes much simpler
• Portal link much less likely to break over time
  JISC CM Programme Meeting, Windermere                            14–15 November 2005   X
Shibboleth Development and Support Services



                                                Client-centric Discovery

• The user knows their own identity (or identities)
• They could communicate this directly to their
   client

• Discovery becomes simple selection between
   available identities

• Pro: probably the best user experience
• Con: you need to change or extend the browser

  JISC CM Programme Meeting, Windermere                            14–15 November 2005   20
Shibboleth Development and Support Services



                                                                       SAML 2.0 ECP

• “Enhanced Client or Proxy” profile of SAML 2.0
• So far, used in mobile phones and WAP
   gateways

• No desktop implementations known at present
• May be possible to implement as a browser
   plug-in

• If so, may be candidate for Shibboleth 2.0
• If not, probably won’t happen any time soon
  JISC CM Programme Meeting, Windermere                            14–15 November 2005   21
Shibboleth Development and Support Services



                                                          SAML 2.0 ECP Flow

• Client approaches SP, indicating PAOS ability
• SP responds with a SAML 2.0 AuthnRequest
• ECP code is triggered by this
• ECP interacts with the user to choose an IdP
• ECP relays AuthnRequest to chosen IdP
• ECP relays response to SP


  JISC CM Programme Meeting, Windermere                            14–15 November 2005   X
Shibboleth Development and Support Services



                                                                       SAML 2.0 ECP

• Pro:
   – User experience improved
   – Part of SAML 2.0

• Con:
   – If browser modifications required, not likely to
     happen soon
   – If browser plug-in is adequate, user still needs to
     acquire it



  JISC CM Programme Meeting, Windermere                            14–15 November 2005   X
Shibboleth Development and Support Services



                                                                             InfoCard

• Microsoft’s code name for one component of an
  “Identity Metasystem”

• Due to be shipped in Windows Vista
• Based on WS-*, particularly WS-Trust, WS-
  MetadataExchange and WS-SecurityPolicy

• Can move SAML security tokens around for Shibb
• User experience is like a wallet of plastic cards
• Each card represents an identity at a particular IdP
  JISC CM Programme Meeting, Windermere                            14–15 November 2005   22
Shibboleth Development and Support Services



                                                       InfoCard References

• Kim Cameron, Identity and Access Architect,
   Microsoft
   – http://www.identityblog.com/
   – check out the “Laws of Identity” there

• Andy Harjanto, Program Manager, Microsoft
   – http://blogs.msdn.com/andyhar/




  JISC CM Programme Meeting, Windermere                            14–15 November 2005   X
Shibboleth Development and Support Services



                                                                       InfoCard Flow

• Client approaches SP
• SP returns HTML page containing an <object>
   tag

• Identity selection user interface triggered
• InfoCard figures out which identities could work
• User selects required identity from those
• Client relays attribute assertion from selected
   IdP to the SP

  JISC CM Programme Meeting, Windermere                            14–15 November 2005   23
InfoCard




Source: Microsoft          24
Shibboleth Development and Support Services



                                                                             InfoCard

• Pro:
   – Excellent user experience
   – Eventually, really wide deployment expected
   – Good candidate for support in Shibboleth 2.0

• Con:
   – Memories of Passport still colour discussion
   – Non-Microsoft browser story is unclear as yet
   – Complex, hard to implement all of it
   – Timescale for significant adoption is post-Vista
  JISC CM Programme Meeting, Windermere                            14–15 November 2005   25
Shibboleth Development and Support Services



                                                                       Conclusions

• Centralised WAYF-based discovery is an essential
  backstop for now

• We can improve the WAYF
   – but probably not much more

• There are better alternative approaches we can
  deploy now
   – SPs can implement more intelligent discovery
   – Institutional portals can provide shortcuts

• Even better solutions in the future (1-2 years)
  JISC CM Programme Meeting, Windermere                            14–15 November 2005   26
Shibboleth Development and Support Services



                                                                             Contacts

• Talk:
   – Ian: ian@iay.org.uk
   – Rod: rdw@steadingsoftware.com



• SDSS project:
   – Web site: http://sdss.ac.uk/
   – Contact: edina@ed.ac.uk




  JISC CM Programme Meeting, Windermere                            14–15 November 2005   27

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20051114: WAYFs And Discovery

  • 1. Shibboleth Development and Support Services WAYFs and Discovery Where Are You From and Where Do You Want to Go Next? Ian Young and Rod Widdowson, SDSS JISC CM Programme meeting, Windermere, 14-15 Nov. 2005
  • 2. Shibboleth Development and Support Services SDSS Project Goals • Implement a development federation … … to support other CM projects … to participate in Internet2 development … to convert EDINA services • Gain experience relevant to the creation of a UK production federation JISC CM Programme Meeting, Windermere 14–15 November 2005 X
  • 3. The Discovery Problem Authentication Request IdP SMH SP
  • 4. Shibboleth Development and Support Services The Discovery Problem • User’s client approaches SP • SP has no existing session • “something magic happens” • Result is that the SP’s authentication request can reach the IdP • IdP authenticates • IdP sends response to SP • SP authorises JISC CM Programme Meeting, Windermere 14–15 November 2005 X
  • 5. Shibboleth Development and Support Services Authentication Request • A Shibboleth authentication request message is just an HTTP GET with parameters: – requesting entity – return address – resource name – time (optional) • Simple, unsigned, format means it can be generated and relayed easily • SAML 2.0 AuthenticationRequest complications JISC CM Programme Meeting, Windermere 14–15 November 2005 X
  • 6. Shibboleth Development and Support Services Discovery Techniques • Traditional (centralised) – WAYF-centric discovery • Decentralised – SP-centric discovery – IdP-centric “discovery” • Futuristic – Client-centric discovery JISC CM Programme Meeting, Windermere 14–15 November 2005 3
  • 7. Traditional Model IdP SP WAYF IdP SP IdP SP <md/> Federation
  • 8. Shibboleth Development and Support Services Traditional Model • Federation defines communication boundary • Collection of Identity Providers • Collection of Service Providers • Federation metadata lists entities • Single central WAYF service • Works well for “federation of me” JISC CM Programme Meeting, Windermere 14–15 November 2005 X
  • 9. Shibboleth Development and Support Services Model Failures • Multiple identities • Sub-federations • Ad-hoc non-federations • Portals • Multiple Federations – no single federation’s WAYF is appropriate – multi-WAYF can help JISC CM Programme Meeting, Windermere 14–15 November 2005 X
  • 11. Shibboleth Development and Support Services SDSS WAYF Contributions • All of this work is now in Internet2 CVS HEAD • Bundled with next minor IdP release • Target environments: – central WAYF for a federation, but with support for associated federations – custom WAYF at individual SPs – custom WAYF for group of SPs • Drop-in replacement for existing WAYF JISC CM Programme Meeting, Windermere 14–15 November 2005 6
  • 12. Shibboleth Development and Support Services SDSS-Contributed WAYF Extensions • Multiple metadata files • Handles 1.1/1.2 and new SAML 2.0 metadata • Maintains SAML discovery cookie • Multiple configurations in one deployment: – different metadata subsets – different “second visit” behaviour – different filtering and listing behaviour – different JSPs JISC CM Programme Meeting, Windermere 14–15 November 2005 7
  • 16. Multi WAYF example: Shibboleth Wiki
  • 19. Shibboleth Development and Support Services SP-centric Discovery • In many cases, better than WAYF-centric discovery • Service Provider often knows its community of users – Particularly true for licensed content, where a real-world contract will exist – Contracts trump metadata • Many possibilities, including: – local custom WAYF – custom application logic (e.g., IP address as hint) – SAML discovery cookie (in 1.3 SP) – combination approaches JISC CM Programme Meeting, Windermere 14–15 November 2005 13
  • 21. Shibboleth Development and Support Services Application Logic • For example, IP addresses as hints • Many service providers know customer IP address ranges because they are used for non- Shibboleth authorization • Good way of detecting (probably) local users • IP address can only be a hint JISC CM Programme Meeting, Windermere 14–15 November 2005 X
  • 22. Shibboleth Development and Support Services SP SAML Cookie • Built-in in 1.3 SP • Maintained as list of most-recently used IdPs • This helps you do your own application logic • Or, can share cookie with local custom WAYF JISC CM Programme Meeting, Windermere 14–15 November 2005 X
  • 23. Shibboleth Development and Support Services IdP-centric “Discovery” • Shibboleth is normally SP-first, but can be used IdP-first • Construct an authentication request on behalf of desired SP and send it directly to the IdP • IdP-first access makes the discovery problem vanish • Example: institutional portals • MyAthens is a sophisticated version of this JISC CM Programme Meeting, Windermere 14–15 November 2005 15
  • 26. Shibboleth Development and Support Services LSE Link to EIG https://gate-test.library.lse.ac.uk/shibboleth/HS? target=http%3A%2F %2Feig.sdss.ac.uk%2Feiglogin-sso%3Fx %3D68%26y%3D9%26logout_url%3Dhttp %253A%252F%252Fedina.ac.uk%252Feig %252Fshibb.shtml&shire=http%3A%2F %2Feig.sdss.ac.uk %2FShibboleth.shire&providerId=urn %3Amace%3Aac.uk%3Asdss.ac.uk %3Aprovider%3Aservice%3Aeig.sdss.ac.uk JISC CM Programme Meeting, Windermere 14–15 November 2005 18
  • 27. Shibboleth Development and Support Services LSE Link to EIG • https://gate-test.library.lse.ac.uk/shibboleth/HS – providerId=urn:mace:ac.uk:sdss.ac.uk:provider:servic e:eig.sdss.ac.uk – shire=http://eig.sdss.ac.uk/Shibboleth.shire – target=http://eig.sdss.ac.uk/eiglogin-sso  (with encoded parameters of its own) JISC CM Programme Meeting, Windermere 14–15 November 2005 X
  • 28. Shibboleth Development and Support Services IdP-centric “Discovery” • User experience improved: direct from portal to IdP, direct from there to SP • Can capture links from a normal transaction • BUT can be brittle: required link may change • SP (1.3) can assist by providing session initiator URL with a providerId parameter indicating IdP • Much simpler URL, much more robust JISC CM Programme Meeting, Windermere 14–15 November 2005 19
  • 29. Shibboleth Development and Support Services Session Initiators • SP deployers can assist with IdP-centric discovery • 1.3 SP allows definition of “session initiators” – each session initiator has its own URL • Session initiator allows parameter indicating IdP – ?providerId=<IdP entity name> • Portal link becomes much simpler • Portal link much less likely to break over time JISC CM Programme Meeting, Windermere 14–15 November 2005 X
  • 30. Shibboleth Development and Support Services Client-centric Discovery • The user knows their own identity (or identities) • They could communicate this directly to their client • Discovery becomes simple selection between available identities • Pro: probably the best user experience • Con: you need to change or extend the browser JISC CM Programme Meeting, Windermere 14–15 November 2005 20
  • 31. Shibboleth Development and Support Services SAML 2.0 ECP • “Enhanced Client or Proxy” profile of SAML 2.0 • So far, used in mobile phones and WAP gateways • No desktop implementations known at present • May be possible to implement as a browser plug-in • If so, may be candidate for Shibboleth 2.0 • If not, probably won’t happen any time soon JISC CM Programme Meeting, Windermere 14–15 November 2005 21
  • 32. Shibboleth Development and Support Services SAML 2.0 ECP Flow • Client approaches SP, indicating PAOS ability • SP responds with a SAML 2.0 AuthnRequest • ECP code is triggered by this • ECP interacts with the user to choose an IdP • ECP relays AuthnRequest to chosen IdP • ECP relays response to SP JISC CM Programme Meeting, Windermere 14–15 November 2005 X
  • 33. Shibboleth Development and Support Services SAML 2.0 ECP • Pro: – User experience improved – Part of SAML 2.0 • Con: – If browser modifications required, not likely to happen soon – If browser plug-in is adequate, user still needs to acquire it JISC CM Programme Meeting, Windermere 14–15 November 2005 X
  • 34. Shibboleth Development and Support Services InfoCard • Microsoft’s code name for one component of an “Identity Metasystem” • Due to be shipped in Windows Vista • Based on WS-*, particularly WS-Trust, WS- MetadataExchange and WS-SecurityPolicy • Can move SAML security tokens around for Shibb • User experience is like a wallet of plastic cards • Each card represents an identity at a particular IdP JISC CM Programme Meeting, Windermere 14–15 November 2005 22
  • 35. Shibboleth Development and Support Services InfoCard References • Kim Cameron, Identity and Access Architect, Microsoft – http://www.identityblog.com/ – check out the “Laws of Identity” there • Andy Harjanto, Program Manager, Microsoft – http://blogs.msdn.com/andyhar/ JISC CM Programme Meeting, Windermere 14–15 November 2005 X
  • 36. Shibboleth Development and Support Services InfoCard Flow • Client approaches SP • SP returns HTML page containing an <object> tag • Identity selection user interface triggered • InfoCard figures out which identities could work • User selects required identity from those • Client relays attribute assertion from selected IdP to the SP JISC CM Programme Meeting, Windermere 14–15 November 2005 23
  • 38. Shibboleth Development and Support Services InfoCard • Pro: – Excellent user experience – Eventually, really wide deployment expected – Good candidate for support in Shibboleth 2.0 • Con: – Memories of Passport still colour discussion – Non-Microsoft browser story is unclear as yet – Complex, hard to implement all of it – Timescale for significant adoption is post-Vista JISC CM Programme Meeting, Windermere 14–15 November 2005 25
  • 39. Shibboleth Development and Support Services Conclusions • Centralised WAYF-based discovery is an essential backstop for now • We can improve the WAYF – but probably not much more • There are better alternative approaches we can deploy now – SPs can implement more intelligent discovery – Institutional portals can provide shortcuts • Even better solutions in the future (1-2 years) JISC CM Programme Meeting, Windermere 14–15 November 2005 26
  • 40. Shibboleth Development and Support Services Contacts • Talk: – Ian: ian@iay.org.uk – Rod: rdw@steadingsoftware.com • SDSS project: – Web site: http://sdss.ac.uk/ – Contact: edina@ed.ac.uk JISC CM Programme Meeting, Windermere 14–15 November 2005 27