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Executive Summary of NCTrust
Federated ID Management
Federated ID Management Task Force
DRAFT version 1
November 6, 2009
Motivation
Many NC institutions desire access protected webbased services across organizational boundaries
17 UNC system institutions
115 LEAs, 2,500+ K-12 schools
58 community colleges
36 independent colleges / universities
Plus many other government / educational /
commercial organizations
Desire is for access to be efficient, cost effective,
quick, secure, and user-friendly. Federated ID
Management technologies enable such access
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Example - NCLive
NCLive provides access to eJournals, etc. for
libraries, higher-ed and increasingly K-12
Want ease of resource accessibility yet must adhere
to licenses of various products being distributed, e.g.
certain content might be allowed only for:
Students
K-20 staff
Chemistry teachers
etc.
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Examples - VCL
NCSU’s Virtual Computing Lab (VCL) is a web service
that allows reservations of a computer with a desired set
of applications, then remote access over the Internet
You can use applications such as Matlab, Maple, SAS,
Solidworks, and many others. Linux, Solaris and
numerous Windows environments are available
Due to licensing and resource limitations, access must
be limited to certain user communities
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Example – Confluence
Confluence is a web-based wiki service that fosters
collaboration among multiple institutions
Federated ID Management technologies can alleviate
Confluence host institution’s in-house management of
accounts for outside users – saves time => $
Each home institution would manage their *own* accounts
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Benefits of Federated ID
Prevents system administrators from having to add yetanother account (saves time and $)
Enables easier scaling of web-based applications to
include multiple additional users/organizations (efficiency,
scalability, saves time and $)
Prevents users from having to know yet-another password
(security)
Avoids logins becoming out of date (security)
Confidence that users are who they say they are, with upto-date accuracy (security)
Home institutions reliably manage their own user accounts
(security)
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NCTrust Federation Pilot
NC
DPI
North Carolina
Learning Object Repository
UNC-GA is a “Friend of NCTrust”
? (tbd)
MCNC and partners have convened the NC Trust Pilot
We’ve created a Federation to test web resource sharing
among several K-20 organizations within NC
Adding K-12 into the mix is a unique aspect
NCTrust utilizes the national InCommon Federation
infrastructure
Provides a trust mechanism allowing each
organization to certify its operational practices
We’ve proven the technology and gained experience
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Demo
As <UserA>@mcnc.org:
Access NCLive site
Can’t get authorized, since MCNC not licensed
As <UserB>@unc.edu:
Log onto NCLive, can see all the content
As <UserC>@rock.k12.nc.us:
Log onto NCLive, can see only SOME of the content
(the Media collection, which is licensed to K12
members)
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Key Takeaways
We believe Federated ID Management can enable more
effective resource sharing among and beyond the North
Carolina community
Secure
Efficient
Scalable
Accessible
Saves $
Not to mention it’s a GREEN technology
Need to decide on best model of NC-wide federation to
meet the needs of the K-20 community moving forward
Funding, operations, governance, etc.
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Thank You
Also thanks to the many Federated ID Task Force
members from throughout the NCREN community that
are participating with us in the NCTrust pilot project
Finally thanks to a “Friend of NCTrust”, Steven
Hopper from UNC-GA
Questions?
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Rest of Slides
are on Back
Burner
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Outline
Motivation
Example Services
Benefits
Underlying Technology
NCTrust Federation Pilot
Demo
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ATM machines - An Early Example
of Federated ID Management
Thousands of banks - Federated
Millions of users (bank customers)
User login (ATM card) and password
(PIN) maintained by the user’s home institution
(Bank)
Other institutions give service ($) access to remote
users, based on trusting the login and password
that’s maintained by the home institution
Today we’re doing something similar, only we’re
providing Web-based services rather than $
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Other Examples
How about a service for
elementary school kids to access
privately licensed PBS, CSPAN,
and Discovery Learning video
content through the internet?
How about a service to enable cross-institutional
course registration for access to distance learning
from a different university in the UNC system?
Federated ID Management technologies can facilitate
resource utilization among and beyond NC community
by enabling these and other web-based services
much more efficiently, saving $ for community
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Underlying Technology: Shibboleth
Shibboleth is open source
software for web single
sign-on across or within
organizational boundaries
Allows informed authorization decisions for protected
web service access in a privacy-preserving manner
Uses Security Assertion Markup Language (SAML) to
provide federated single sign-on and attribute exchange
framework
Provides extended privacy functionality allowing the
browser user and their home site to control the attributes
released to each application
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Obligatory Geek Diagram - Simplified
(the only one, we promise ! )
1. Student is
at Starbucks
4. IdP/SP communication via SAML attributes
exchanged through the browser session
2. IdP
is at
his
school
Shibboleth Identity Provider (IdP)
Shibboleth Service Provider (SP)
(mod_shib gets
attributes from
shibd and protects
web apps)
Access to protected
service (web app) is
controlled by shib
gatekeeper
(shibd daemon maintains state)
(IdP is a J2EE app)
LDAP Server
3. Protected
Web Service is
at a university
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Shibboleth Training Workshops
1.5 day workshops were hosted by MCNC in October
2008 and February 2009
Instructors: Shilen Patel and Rob Carter (Duke),
Gonz Guzman (MCNC)
Approximately 45 participants total
There’s an excellent video archive of the workshop,
thanks to Bryon Coltrane and Chad Pritchard
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MOU and InCommon Paperwork in
Various Stages of Completion…
Paperwork is MUCH harder /
slower than technical work!
(though the technical parts are
certainly not trivial)
First demos
starting now!
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Future Steps
Recommendations on best model of state-wide
federation to meet the needs of the K-20 educational
community in North Carolina
To cover funding, operations, governance, etc.
Pilot runs through December 2009
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Thank You
Special thanks to MCNC’s Gonz Guzman, Tom
Throckmorton, Kambiz Aghaiepour, Neal Bullins,
Carole Bruhn, Keith Venters, Chris Caswell, Bryon
Coltrane, Chad Pritchard, and John Moore who all
helped this effort
Also thanks to the many Federated ID Task Force
members from throughout the NCREN community that
are participating with us in the NCTrust pilot project
Finally thanks to a “Friend of NCTrust”, Steven
Hopper from UNC-GA
Questions?
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