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Why Federate?
                                      The business of adopting federated access management




 Nicole Harris
 JISC Executive

Joint Information Systems Committee                                           06/11/2007 | | Slide 1
Background




Joint Information Systems Committee                06/11/2007 | | Slide 2
Some Background

   1995: Athens developed by NISS (National Information Services and Systems) at University of
   Bath as an in-house system.
   1996: eLib Study ‘Technologies to Support Authentication in Higher Education’ identified Athens
   as a potential solution for all JISC Services.
   1997: Athens in use in all JISC Data Centres and rolled out across HEIs / FEIs over the next two
   years.
   1998: CNI White Paper on AAA requirements. JISC commits to using as a basis for next-
   generation technologies.
   1997 – 2000: three year contract for Athens provision with University of Bath and then Eduserv.
   2000 – 2008: two three year plus one two year contract with Eduserv for Athens provision.
   2000: Alan Robiette and JCAS scope requirements for next generation access management
   system (ANGEL project starts testing Shibboleth and PAPI technologies).
   2002 – 2004: AAA Programme – audit of next generation technologies and ratification of
   requirements.
   2004 – 2007: Core Middleware Programmes. JISC decision to support federated access
   management.
   2006 – 2009: Access Management: Transition Programme. Roll-out and embedding.


Joint Information Systems Committee                                                   06/11/2007 | slide 3
The Requirements

   A single access management system for:
     – Intra-institutional resources.
     – Third party digital library type resources.
     – Inter-institutional resources for secure long-term collaboration.
     – Inter-institutional resources for ad-hoc (virtual organisation) collaboration.


   Evolving strategy:
     – Where possible, JISC should focus on fostering development and use of standards rather
       than specific technologies.
     – Institutions should have the widest possible range of options, from full open source to
       commercial support.
     – Solutions should be in line with international developments in the field.
     – Solution must provide real benefits to institutions and service providers.




Joint Information Systems Committee                                                     06/11/2007 | slide 4
What We Announced

   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
   The UK Access Management Federation will launch in November 2006, with
   early adopters joining in August 2006
   The Federation is a combined venture between JISC and BECTA
   All members of the successful pilot federation (SDSS) will be seamlessly moved
   to the UK Access Management Federation
   A full support service will be made available to the JISC community to support
   the transition to the new service



Joint Information Systems Committee                                      06/11/2007 | slide 5
UK Access Management Federation for Education and Research




Joint Information Systems Committee                                06/11/2007 | slide 6
Not just about preventing..




                                      Copyright: Getty Images from the Education Image Gallery

Joint Information Systems Committee                                                                06/11/2007 | slide 7
..but about collaborating and sharing




                                      Copyright: Getty Images from the Education Image Gallery

Joint Information Systems Committee                                                              06/11/2007 | slide 8
Some notes on change




Joint Information Systems Committee                          06/11/2007 | | Slide 9
The beginnings of technology transfer




Joint Information Systems Committee                            06/11/2007 | slide 10
Technology Transfer
                                                        is
                           the process of developing practical applications
                                      for the results of scientific research


                                            finding a home for stuff

                                          We want to do more than this




Joint Information Systems Committee                                            06/11/2007 | slide 11
Where JISC has proven that a technology works




Joint Information Systems Committee                                     06/11/2007 | slide 12
Where JISC has proven there is a community need




Joint Information Systems Committee                                       06/11/2007 | slide 13
Where JISC has changed funding models




Joint Information Systems Committee                             06/11/2007 | slide 14
Issues of Change




Joint Information Systems Committee                      06/11/2007 | | Slide 15
Managing Business Change




Joint Information Systems Committee                 06/11/2007 | slide 16
The Business Case




Joint Information Systems Committee         06/11/2007 | slide 17
Strategic Case: Example – Kings College London

   VISION STATEMENT: “Using a single password,
   postgraduate students can access not only King’s
   own electronic resources but also those of other
   universities 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




Joint Information Systems Committee                                         06/11/2007 | slide 18
Cultural Changes: Bridging the Divide




Joint Information Systems Committee                            06/11/2007 | slide 19
Schools




Joint Information Systems Committee   06/11/2007 | slide 20
Outsourcing




Joint Information Systems Committee   06/11/2007 | slide 21
Changing the Market




Joint Information Systems Committee           06/11/2007 | slide 22
Cutting out the noise: clear options




Joint Information Systems Committee                          06/11/2007 | slide 23
Accepting Criticism




Joint Information Systems Committee          06/11/2007 | slide 24
Changing to Meet Requirements




Joint Information Systems Committee                     06/11/2007 | slide 25
Ability to Trust the Decision




Joint Information Systems Committee                   06/11/2007 | slide 26
Futures - 1.5 to 2.0




Joint Information Systems Committee                          06/11/2007 | | Slide 27
Multiple Affiliations




Joint Information Systems Committee          06/11/2007 | slide 28
Attributes and Personalisation




                                             Copyright: HEFCE


Joint Information Systems Committee                        06/11/2007 | slide 29
e-Research

   Access Management for complex data
   Flexible Service Provider models for
   virtual organisations
   Ongoing work with the National Grid
   Service, including the CA




                              Copyright: Getty Images
                              Education Image Gallery


Joint Information Systems Committee                     06/11/2007 | slide 30
Federated Tools such as ShARPE




Joint Information Systems Committee                      06/11/2007 | slide 31
www.jisc.ac.uk/federation


                                         n.harris@jisc.ac.uk


                 All pictures © Getty Images from Education Image Gallery and SCRAN.




Joint Information Systems Committee                                                    06/11/2007 | slide 32

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Talis Insight Presentation

  • 1. Why Federate? The business of adopting federated access management Nicole Harris JISC Executive Joint Information Systems Committee 06/11/2007 | | Slide 1
  • 2. Background Joint Information Systems Committee 06/11/2007 | | Slide 2
  • 3. Some Background 1995: Athens developed by NISS (National Information Services and Systems) at University of Bath as an in-house system. 1996: eLib Study ‘Technologies to Support Authentication in Higher Education’ identified Athens as a potential solution for all JISC Services. 1997: Athens in use in all JISC Data Centres and rolled out across HEIs / FEIs over the next two years. 1998: CNI White Paper on AAA requirements. JISC commits to using as a basis for next- generation technologies. 1997 – 2000: three year contract for Athens provision with University of Bath and then Eduserv. 2000 – 2008: two three year plus one two year contract with Eduserv for Athens provision. 2000: Alan Robiette and JCAS scope requirements for next generation access management system (ANGEL project starts testing Shibboleth and PAPI technologies). 2002 – 2004: AAA Programme – audit of next generation technologies and ratification of requirements. 2004 – 2007: Core Middleware Programmes. JISC decision to support federated access management. 2006 – 2009: Access Management: Transition Programme. Roll-out and embedding. Joint Information Systems Committee 06/11/2007 | slide 3
  • 4. The Requirements A single access management system for: – Intra-institutional resources. – Third party digital library type resources. – Inter-institutional resources for secure long-term collaboration. – Inter-institutional resources for ad-hoc (virtual organisation) collaboration. Evolving strategy: – Where possible, JISC should focus on fostering development and use of standards rather than specific technologies. – Institutions should have the widest possible range of options, from full open source to commercial support. – Solutions should be in line with international developments in the field. – Solution must provide real benefits to institutions and service providers. Joint Information Systems Committee 06/11/2007 | slide 4
  • 5. What We Announced 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 The UK Access Management Federation will launch in November 2006, with early adopters joining in August 2006 The Federation is a combined venture between JISC and BECTA All members of the successful pilot federation (SDSS) will be seamlessly moved to the UK Access Management Federation A full support service will be made available to the JISC community to support the transition to the new service Joint Information Systems Committee 06/11/2007 | slide 5
  • 6. UK Access Management Federation for Education and Research Joint Information Systems Committee 06/11/2007 | slide 6
  • 7. Not just about preventing.. Copyright: Getty Images from the Education Image Gallery Joint Information Systems Committee 06/11/2007 | slide 7
  • 8. ..but about collaborating and sharing Copyright: Getty Images from the Education Image Gallery Joint Information Systems Committee 06/11/2007 | slide 8
  • 9. Some notes on change Joint Information Systems Committee 06/11/2007 | | Slide 9
  • 10. The beginnings of technology transfer Joint Information Systems Committee 06/11/2007 | slide 10
  • 11. Technology Transfer is the process of developing practical applications for the results of scientific research finding a home for stuff We want to do more than this Joint Information Systems Committee 06/11/2007 | slide 11
  • 12. Where JISC has proven that a technology works Joint Information Systems Committee 06/11/2007 | slide 12
  • 13. Where JISC has proven there is a community need Joint Information Systems Committee 06/11/2007 | slide 13
  • 14. Where JISC has changed funding models Joint Information Systems Committee 06/11/2007 | slide 14
  • 15. Issues of Change Joint Information Systems Committee 06/11/2007 | | Slide 15
  • 16. Managing Business Change Joint Information Systems Committee 06/11/2007 | slide 16
  • 17. The Business Case Joint Information Systems Committee 06/11/2007 | slide 17
  • 18. Strategic Case: Example – Kings College London VISION STATEMENT: “Using a single password, postgraduate students can access not only King’s own electronic resources but also those of other universities 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 Joint Information Systems Committee 06/11/2007 | slide 18
  • 19. Cultural Changes: Bridging the Divide Joint Information Systems Committee 06/11/2007 | slide 19
  • 20. Schools Joint Information Systems Committee 06/11/2007 | slide 20
  • 21. Outsourcing Joint Information Systems Committee 06/11/2007 | slide 21
  • 22. Changing the Market Joint Information Systems Committee 06/11/2007 | slide 22
  • 23. Cutting out the noise: clear options Joint Information Systems Committee 06/11/2007 | slide 23
  • 24. Accepting Criticism Joint Information Systems Committee 06/11/2007 | slide 24
  • 25. Changing to Meet Requirements Joint Information Systems Committee 06/11/2007 | slide 25
  • 26. Ability to Trust the Decision Joint Information Systems Committee 06/11/2007 | slide 26
  • 27. Futures - 1.5 to 2.0 Joint Information Systems Committee 06/11/2007 | | Slide 27
  • 28. Multiple Affiliations Joint Information Systems Committee 06/11/2007 | slide 28
  • 29. Attributes and Personalisation Copyright: HEFCE Joint Information Systems Committee 06/11/2007 | slide 29
  • 30. e-Research Access Management for complex data Flexible Service Provider models for virtual organisations Ongoing work with the National Grid Service, including the CA Copyright: Getty Images Education Image Gallery Joint Information Systems Committee 06/11/2007 | slide 30
  • 31. Federated Tools such as ShARPE Joint Information Systems Committee 06/11/2007 | slide 31
  • 32. www.jisc.ac.uk/federation n.harris@jisc.ac.uk All pictures © Getty Images from Education Image Gallery and SCRAN. Joint Information Systems Committee 06/11/2007 | slide 32