AAF Scripts and Protocols For Service Desks to assist with end-user queries FEBRUARY, 2013 COMPILED BY AUSTRALIAN ACCESS FEDERATION (AAF) Federated Service Usage 2011 Table of Contents 1. Background ............................................................................................. 2 2. AAF contact details ................................................................................. 2 3. Your own organisation’s contact details............................................... 2 4. Service Provider contact details (authorisation) .................................. 2 5. Identity Provider contact details (authentication) ................................ 2 6. AeRO member contact details ............................................................... 3 7. Support hours and response times ....................................................... 3 8. Escalation protocol ................................................................................. 4 8.1. Escalation protocol ........................................................................................ 4 8.2. Implementation of escalation protocol internally.......................................... 5 8.3. Escalation protocol – participants ................................................................. 5 8.4. Escalation protocol – incident template ........................................................ 6 8.5. Escalation protocol – resolution template .................................................... 6 9. User scripts and procedures .................................................................. 7 9.1. What is the Australian Access Federation (AAF)? ........................................ 7 9.2. What is the AAF Virtual Home? .................................................................... 7 9.3. What services are connected to the AAF? ................................................... 7 9.4. I have another issue or query not listed........................................................ 7 9.5. Who should I contact if I have issues? ........................................................... 7 9.6. I can’t access a service – is it down or unavailable? ...................................... 8 9.7. What is an “AAF” or “Shibboleth" login? ...................................................... 8 9.8. What are the contact details for my local Service Desk? ............................. 8 9.9. What is the Virtual Home Organisation (VHO) or AAF Virtual Home? ..... 8 9.10. How do I log out? .......................................................................................... 8 9.11. What is my username or password for AAF-connected services? ............... 8 9.12. How do I change my password? .................................................................... 9 9.13. My username and password is incorrect and I cannot log in ........................ 9 9.14. My home institution or organisation (Identity Provider (IdP)) does not appear in the drop down list ......................................................................... 9 9.15. I have moved/switched Institutions or organisations and want to access my existing datasets and storage......................................................................... 9 9.16. How do I add services to the AAF? .............................................................. 9 9.17. How do I set up my Identity Provider (IdP)?............................................... 10 9.18. How do I add users to the Virtual Home Registry (VHR)? ........................ 10 9.19. I need technical assistance connecting to the AAF ..................................... 10 9.20. We are upgrading or performing maintenance on a Service – who should we notify?..................................................................................................... 10 9.21. What payment methods do you accept for payment of invoices? .............. 10 9.22. I have specific questions relating to the data of a particular Service .......... 10 9.23. How long does it take to be approved as a Service Provider? ................... 11 9.24. I’m collaborating with an institution - how do I get access to the AAF? .... 11 1. Background The user support strategy, supported by the Council of Australian University Directors of Information Technology (CAUDIT) members, is to improve user self-support and increase the knowledge and level of eResearch support at the Institutional Tier 1 level. 2. AAF contact details AAF email address: support@aaf.edu.au, AAF phone number: (07) 3138 1233 AAF website: www.aaf.edu.au, AAF Knowledge Base: http://support.aaf.edu.au/home 3. Your own organisation’s contact details Please fill out the name, email address and phone number of your contact for your records and escalation path. It is best to keep these details as generic as possible. If there are additional contacts, please add them here. Identity Provider (IdP) administrator #1: Service Provider (SP) administrator #1: Service Provider (SP) administrator #2: Research Support group: 4. Service Provider contact details (authorisation) The Service Provider contact details can be found in the following Knowledge Base article: http://support.aaf.edu.au/entries/22570776-contact-details-of-aaf-connected-serviceproviders 5. Identity Provider contact details (authentication) The Identity Provider contact details can be found in the following Knowledge Base article: http://support.aaf.edu.au/entries/22585247-contact-details-of-identity-provider-idporganisations-and-institutions © Australian Access Federation Inc. Page 2 of 11 6. AeRO member contact details Australian eResearch Organisations (AeRO) are the state-based organisations who understand eResearch tools, services and researcher needs. New South Wales: Intersect http://www.intersect.org.au/ support@intersect.org.au http://www.qcif.edu.au/ rcc-support@uq.edu.au http://www.ersa.edu.au/ servicedesk@ersa.edu.au http://www.tpac.org.au/ info@tpac.org.au VeRSI http://versi.edu.au/ info@versi.edu.au VPAC http://www.vpac.org/ info@vpac.org http://www.ivec.org/ help@ivec.org Queensland: QCIF South Australia eRSA Tasmania: TPAC Victoria: Western Australia iVEC 7. Support hours and response times All organisations provide support within business hours and will aim to respond as soon as possible. © Australian Access Federation Inc. Page 3 of 11 8. Escalation protocol 8.1. Escalation protocol As a general rule, resolving all incidents at the local help desk (T1 level) is desirable. The escalation diagram is to be followed for all issues that are unable to be resolved at this Tier. (A larger version can be found here: www.aaf.edu.au/support-framework.) © Australian Access Federation Inc. Page 4 of 11 8.2. Implementation of escalation protocol internally As the internal organisational structure differs between institutions, the implementation of the escalation protocol has been designed to fit into both centralised and decentralised structures. A centralised structure operates with a central Service Desk as the first port of call for issues. A decentralised structure operates with a number of different Service Desks (e.g. one in each of the faculties) who typically deal with incidents within that area. The implementation of the escalation protocol should see the centralised Service Desk or decentralised Service Desks relating to eResearch take on the “Tier 1 Institutional Service Desk” role. 8.3. Escalation protocol – participants Below is an explanation of each participant’s role within the escalation protocol: Tier 0 User: the end user or researcher who may raise the incident. Tier 1 Institution Service Desk: first tier of institutional support who will search the AAF Knowledge Base for incident resolution, otherwise will escalate to the next level of support as per the escalation protocol. Tier 2 Institution Research Support: second tier of institutional support who understand research within the institution. Contact details should be available internally. Tier 2 AeRO Research Consultant: second tier of support provided by the state-based AeRO members who can answer generally about tools and services, otherwise will escalate to the relevant participant. AeRO contact details are in Section 6 of this document. Tier 3 Institutional: the technical team within an institution who will provide the technical support prior to referring the incident outside of the institution. Contact details are available in section 5 of this document. Tier 3 Service Provider AAF: AAF can provide technical support from a federated perspective and referral to other Tier 3 support. Service Provider contact details are in Section 4 of this document. Tier 3 Identity Provider Other: the technical team who administer and manage identities and user access within the Identity Provider. This is typically the same team as “Tier 3 Institutional”. Contact details are available in section 5 of this document. Tier 3 Service Provider Other: Service Providers are responsible for connecting the Service to the AAF as well as operational support. Service Provider contact details are in Section 4 of this document. © Australian Access Federation Inc. Page 5 of 11 8.4. Escalation protocol – incident template When escalating issues, the following method is to be followed: 1. Complete the information below, at a minimum. This is the Incident template: Issue: Priority: Reference #: Time and Date: User Contact Name: User Contact Phone Number: User Contact Email Address: Additional Details: 2. Copy email address of relevant escalation contact from Section 2-6. 3. Send the incident information to the relevant contact. Note: The preferred method is via email or using your existing incident management system to send an “external assignment”, however in some cases the only method available is via the ‘contact form’ available on the website URL provided. 8.5. Escalation protocol – resolution template When resolving issues, the following method is to be followed: 1. Complete the information below. This is the Incident Resolution template: Issue: Resolution: Reference #: Time and Date: User Contact Name: User Contact Phone Number: User Contact Email Address: Additional Details: 2. Copy email address of user from initial incident report 3. Send the incident report via email or use your existing incident management system to send an “external assignment” © Australian Access Federation Inc. Page 6 of 11 9. User scripts and procedures This is not a complete list of FAQs. These are the most common user-queries. All Knowledge Base articles/FAQs can be found here: http://support.aaf.edu.au/home 9.1. What is the Australian Access Federation (AAF)? Audience: All Response: http://support.aaf.edu.au/entries/22522432-what-is-the-australian-accessfederation-aaf 9.2. What is the AAF Virtual Home? Audience: End user, Researcher Response: http://support.aaf.edu.au/entries/22522442-what-is-the-aaf-virtual-home 9.3. What services are connected to the AAF? Audience: End user, Researcher Response: http://support.aaf.edu.au/entries/22538227-what-services-are-connected-to-theaaf 9.4. I have another issue or query not listed Audience: All users Response: Choose a few keywords from your issue or query and search the AAF Knowledge Base here: http://support.aaf.edu.au/home If you still cannot find the answer, please refer to section 4 in this document 9.5. Who should I contact if I have issues? Audience: All users Response: http://support.aaf.edu.au/entries/22538237-who-should-i-contact-if-i-have-issues © Australian Access Federation Inc. Page 7 of 11 9.6. I can’t access a service – is it down or unavailable? Audience: End user, Researcher Response: http://support.aaf.edu.au/entries/22539866-i-can-t-access-a-service-is-it-down-orunavailable 9.7. What is an “AAF” or “Shibboleth" login? Audience: End User, Researcher Response: http://support.aaf.edu.au/entries/22522452-what-is-an-aaf-or-shibboleth-login 9.8. What are the contact details for my local Service Desk? Audience: All users Response: http://support.aaf.edu.au/entries/22519381-what-are-the-contact-details-for-mylocal-service-desk 9.9. What is the Virtual Home Organisation (VHO) or AAF Virtual Home? Audience: All users Response: http://support.aaf.edu.au/entries/22550198-what-is-the-virtual-home-organisationvho-or-aaf-virtual-home 9.10. How do I log out? Audience: All users Response: http://support.aaf.edu.au/entries/22519401-how-do-i-log-out 9.11. What is my username or password for AAFconnected services? Audience: End user, Researcher © Australian Access Federation Inc. Page 8 of 11 Response: http://support.aaf.edu.au/entries/22539976-what-is-my-username-or-passwordfor-aaf-connected-services 9.12. How do I change my password? Audience: End user, Researcher Response: http://support.aaf.edu.au/entries/22539333-how-do-i-change-my-password 9.13. My username and password is incorrect and I cannot log in Audience: End user, Researcher Response: http://support.aaf.edu.au/entries/22540086-my-username-and-password-isincorrect-and-i-cannot-log-in 9.14. My home institution or organisation (Identity Provider (IdP)) does not appear in the drop down list Audience: End user, Researcher Response: http://support.aaf.edu.au/entries/22550358-my-home-institution-or-organisationidentity-provider-idp-does-not-appear-in-the-drop-down-list 9.15. I have moved/switched Institutions or organisations and want to access my existing datasets and storage Audience: Researcher, Administrators Response: http://support.aaf.edu.au/entries/22538837-i-have-moved-switched-institutions-ororganisations-and-want-to-access-my-existing-datasets-and-stor 9.16. How do I add services to the AAF? Audience: Researcher, Administrator Response: http://support.aaf.edu.au/entries/22529672-how-to-technically-join-the-australianaccess-federation © Australian Access Federation Inc. Page 9 of 11 9.17. How do I set up my Identity Provider (IdP)? Audience: Identity Provider Administrator Response: http://support.aaf.edu.au/entries/22538867-how-do-i-set-up-my-identity-provideridp 9.18. How do I add users to the Virtual Home Registry (VHR)? Audience: Identity Provider Administrator Response: http://support.aaf.edu.au/entries/22522442-What-is-the-AAF-Virtual-HomeRegistry-VHR-and-is-there-a-user-help-guide-available- 9.19. I need technical assistance connecting to the AAF Audience: Administrators Response: http://support.aaf.edu.au/entries/22550838-i-need-technical-assistance-connectingto-the-aaf 9.20. We are upgrading or performing maintenance on a Service – who should we notify? Audience: Service Providers, IdP Administrators Response: http://support.aaf.edu.au/entries/22538907-we-are-upgrading-or-performingmaintenance-on-a-service-who-should-we-notify 9.21. What payment methods do you accept for payment of invoices? Audience: Service Providers, IdP Administrators Response: http://support.aaf.edu.au/entries/22519811-what-payment-methods-do-youaccept-for-payment-of-invoices 9.22. I have specific questions relating to the data of a particular Service © Australian Access Federation Inc. Page 10 of 11 Audience: End Users, Researchers Response: http://support.aaf.edu.au/entries/22522982-i-have-specific-questions-relating-tothe-data-of-a-particular-service 9.23. How long does it take to be approved as a Service Provider? Audience: End Users, Researchers, Service Providers Response: http://support.aaf.edu.au/entries/22550888-how-long-does-it-take-to-beapproved-as-a-service-provider 9.24. I’m collaborating with an institution - how do I get access to the AAF? Audience: End Users, Researchers, Response: http://support.aaf.edu.au/entries/22539753-i-m-collaborating-with-an-institutionhow-do-i-get-access-to-the-aaf © Australian Access Federation Inc. Page 11 of 11