Access Federation with Tuakiri 29th Tertiary ICT Conference 2011 Sat Mandri Project Leader 31 August 2011 Acknowledgement Our Partners AAF Inc, Australian Access Federation Inc SWITCHaai, Switzerland Access Federation Internet2 Tuakiri Team Andrew Watson Senior Advisor, Ministry of Science and Innovation Nick Jones Director, NZ eScience Infrastructure Dr. Matt Cocker Services Manager, The University of Auckland Tim Chaffe Chief IT Architect, The University of Auckland Tim Greville The Registrar & General Counsel, The University of Auckland Greg Jones Manager Information Service, Landcare Research New Zealand Robert Gibb Informatics Team Science Leader, Landcare Research New Zealand Vladimir Mencl eResearch Services & Systems Consultant, University of Canterbury Sat Mandri Project Leader Tuakiri, The University of Auckland Daniela Dunn Technical Specialist, The University of Auckland Aaron Hicks Technical Specialist, Landcare Research New Zealand Attribution Share Alike Tuakiri, New Zealand Access Federation 2011 2 Agenda Introduction Project Update Interim Executive Appointment Demo Service uptake Proposed service model Full Production Service Benefit Realisation Join Now 3 Introduction Tuakiri will make sharing protected online resources easier Tuakiri will eliminate the need for researchers, students, and academics to maintain multiple passwords and usernames. Reduced complexity for the service providers on maintenance of the user accounts. Identity providers manage the levels of their users' privacy and information exchange. Tuakiri Federation Service has deployed SAML-based distributed authentication and authorization service (Shibboleth® Software) to enable scalable, trusted collaborations among its community of participants. 4 Tuakiri, NZ Access Federation Tuakiri, New Zealand Access Federation, whose establishment is being funded by the Ministry of Science and Innovation, will: provide a legal structure within which NZ’s research and education organizations can share a set of agreed policies, rules and identity for access to online resources. provide capability for secure and seamless collaboration for the NZ Universities, Crown Research Institute by 31 July 2011. establish trust relationships and shared understanding of language or terminology. enable people to use their home institution credentials to connect to remote sites without revealing their credentials or releasing unnecessary private information. 5 Enable Collaboration Deploy SP Join Deploy IdP IdM Service University, CRI Service Online resource remotely located www.myservice.com www.myscienceproject.ac.nz www.nesi.org.nz 6 Why? Some of the drivers are: NZGL 7 Project Update Deliverables & Milestones Green = Completed, Amber = Work-in-progress, Red = In pipeline 9 Interim Executives Appointed Dr. Thomas Matthew Cocker Services Manager Information Technology Services The University of Auckland Email: m.cocker@auckland.ac.nz Phone: +64 9 923 7075 The President Gregory Rhys Jones Manager Information Services & Knowledge Management Landcare Research New Zealand Email: jonesg@landcareresearch.co.nz Phone: +64 3 321 9710 Tony Li-Chung Shih Finance & Operations Manager Information Technology Services The University of Auckland Email: t.shih@auckland.ac.nz Phone: +64 9 923 3168 The Treasurer Sat Narayan Mandri Project Leader, Tuakiri Information Technology Services The University of Auckland Email: s.mandri@auckland.ac.nz Phone: +64 9 923 1888 General Secretary Director, NZ eScience Infrastructure The University of Auckland Email: n.jones@auckland.ac.nz Phone: +64 9 373 7599 Executive Officer Chief IT Architect Information Technology Services The University of Auckland Email: t.chaffe@auckland.ac.nz Phone: +64 9 923 2469 Executive Officer Nicholas David Jones Timothy John Chaffe The Vice President 10 Federation service The project delivered a significant milestone on 30 June 2011, when it launched the Pilot Federation Service to the community during the NZ eResearch Symposium 2011 at the Otago University. Tuakiri TEST Federation Tuakiri Federation Registry 11 Service uptake “Universities” Institutions Dev/Test Pilot Service Services Enabled Early discussion Early discussion Completed T T IdP Deployed Completed IdP Deployed DSpace Tuakiri Wiki, KAWSG Wiki Tuakiri VHO, BeSTGRID Wiki SAKAI, BestChoice Early discussion Completed T IdP Deployed T IdP Deployed Early discussion 12 Service uptake “CRIs” Institutions Dev/Test Pilot Service Services Enabled Engaged with the project Engaged with the project Engaged with the project Engaged with the project Completed T IdP Deployed Rackspace Mgmt SCENZ WMS NZVH Engaged with the project Engaged with the project Engaged with the project 13 GRID Services Service Providers Services Enabled NeSI Identity Service (Registration Service) Zen Desk (Web based Helpdesk Service) X.509 GRID Certificate Service http://directory.tuakiri.ac.nz/TuakiriAAFdiscovery/DS 14 Service Model – working out the Future State v0.7 Draft Status The Plan Planned Activities Time lines Tuakiri IdP deployment Ongoing Service marketing and sector engagement Ongoing Service Model – consultation period Engage with the ICTC Group and CRITTERs Members Sept11 Week1-2 Sept11 Interim Executive to review institution feedback, finalise and approve service model Week 4 Sept11 Send Tuakiri Membership letter to CIO/IT Directors/MIS/GM IT Week1Oct11 Setup Tuakiri Entity (Incorporated Society) Week 4 Oct11 Formalise service model and publish Week 1 Nov11 Full Production Service Build Send out service subscription pack to institutions Tuakiri Subscription Service Effective from Nov-Dec11 Week 1 Dec11 01 Jan12 16 The Approach 1) Consultation with the sector. 2) The project has carried out the analysis. 3) Not for profit, steady state service line with income derived solely from affordable subscription fees. 4) Number of institutions the service will initially be available to, 8 x NZ Universities and 8 x NZ Crown Research Institutes. 5) The University of Auckland, IT Services has expressed interest to initially host the Production Tuakiri Federation Service and provide support services. This relies on: a) member institution support b) service model that achieves steady-state, “breakeven” 17 SWOT Internal Strengths Weakness Small initial subscriber base Proven technology stack Weaker revenue stream Globally deployed and used Lack of funding for service support and operational management Safe and secure to use 75-100% institutional support is required for long term sustainability Opportunities Threats Rapid growth - education, research and science sector Future state – MSI sponsorship and funding Become a lead service for collaboration Economic slow down, reduced sector funding and change of prioritisation Collaborate with global partners Potential to diversify into related market segments, ITP sector, Secondary School and beyond Negative Positive Excellent reputation as a service Commercial competition - major vendors to enter the market Market may become price sensitive External 18 Service Model Considerations The following consideration were made when developing the Service Model: 2 x Service Model Options Each Service Model Option analysed with uptake scenarios Scenario 1 – 75% service uptake before 31 October, 2011 Scenario 2 – 100% service uptake before 31 October, 2011 19 Full Production Service – Future State Full Production Service Negotiations are underway with The University of Auckland, to build and operate the NZ Federation as a service on behalf of Tuakiri for a period of 3 years. Indications are that the annual cost for the service level specified would be $50k. 21 Benefit Realisation 1) Controlled access to protected resources 2) Deployment of standards based Identity Attributes Profile - eduPerson schema 3) eliminate the need for separate or multiple accounts to access resources 4) The home institution controls when an identity is disclosed, and how much information is revealed 5) Build the level of institutional trust through conformance to standards, Act/s and Law: 1) Levels of Assurance (NIST IAM Standards Guide) 2) NZ Privacy Act 1993 (Principles 11 and 12) 3) NZ Immigration Act 2009 6) Enable secure and seamless collaboration 7) Near future - enable collaboration with Australians and the EduGAIN Community 22 Who can join? Who can join: an institution and/or a service provider to the higher education and research sector. The institutions are required to follow and abide by: 1) the Federation Rules 2) Tuakiri Test Federation Terms of Use, and 3) Tuakiri Test and Pilot Federation Usage Policy Become a trendsetter in the higher education and research sector, collaborate and drive innovation 23 Connecting Virtual Communities 24 Thank you Visit us online www.tuakiri.ac.nz Join Now, send us an email enquiries@tuakiri.ac.nz Contact the Project Leader: Sat Mandri, s.mandri@auckland.ac.nz 25