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What is Federated ID Management and Why Should You Care?

Tim Poe & Steve Thorpe {tpoe, thorpe}@mcnc.org

MCNC All-Staff Meeting March 19, 2009

Outline

Motivation

Example Services

Benefits

Underlying Technology

NCTrust Federation Pilot

Demo

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Motivation

    Many NC institutions desire access to remote protected web-based services   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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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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Example – Confluence

 Confluence is a web-based wiki service that fosters collaboration among multiple institutions  Federated ID Management technologies can alleviate MCNC’s current need for in-house management of accounts for outside users  Each home institution would manage their *own* accounts

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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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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 across NCREN by enabling these and other web-based services much more efficiently, saving $ for MCNC and the NCREN community

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Benefits of Federated ID

 Prevents users from having to know yet-another password  Prevents system administrators from having to add yet another account  Avoids logins becoming out of date  Enables easier scaling of web-based applications to include multiple additional users/organizations  Confidence that users are who they say they are, with up-to-date accuracy  Home institutions reliably manage their own user accounts

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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 2. IdP is at his school 4. IdP/SP communication via SAML attributes exchanged through the browser session Shibboleth Identity Provider (IdP) 3. Protected Web Service is at a university 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 ( IdP is a J2EE app)

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LDAP Server 3/19/09 ( shibd daemon maintains state) 11

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NCTrust Federation Pilot

NC DPI North Carolina Learning Object Repository

UNC GA is a “Friend of NCTrust” MCNC and partners have convened the NC Trust Pilot ? (tbd)  Goal: create 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  MCNC is helping partners with tech / installation support 12

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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 and Chad 13

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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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Demo

 As

[email protected]

:   Access Internet2’s Confluence site Log onto test service, to see attributes  As

[email protected]

:  Log onto NCSU’s VCL site, check for images  As

[email protected]

:  Log onto NCSU’s VCL site, check for images and see a different list based on my NCSU status 15

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Future Steps

 Connect services among the NCTrust community     VCL NCLive MCNC’s confluence site is a likely candidate Others?

 Integrate with the recently created UNC Federation  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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Key Takeaways

 We believe Federated ID Management can enable more effective resource sharing among the NCREN community       Secure Efficient Scalable Accessible Saves $ Not to mention it’s a GREEN technology  Fostering adoption of FIM technologies is another way of

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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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