1. Welcome to CAMP Shibboleth Ken Klingenstein, Director, Internet2 Middleware Initiative

2. CAMP Shibboleth - June 28-30, 2004 2 Overview Workshop Context A word from our sponsors A word about NMI-EDIT A flashback to NSFnet A brief history of Shib Outcomes

3. CAMP Shibboleth - June 28-30, 2004 3 CAMP Themes: Shibboleth and Federations Shibboleth software deployment for both institutional resource providers and users Case studies across higher education of how institutions are using the software Emerging policy and campus requirements for participating in federations Future direction of Shibboleth architecture and international federation work Exploration of the impact of this new environment on campus constituents

4. CAMP Shibboleth - June 28-30, 2004 4 CAMP Schedule and Tracks Monday – Exploration of case studies Tuesday – Details of implementation – 3 Tracks –Management track – federation and policy issues –Technical track – intersection of federations and the software and advanced technical issues –Install Fest – hands-on assistance with installing the Shibboleth software

5. CAMP Shibboleth - June 28-30, 2004 5 CAMP Schedule and Tracks A Special Note on our First Install Fest –Focused on installing Shibboleth Identity Provider (Origin) Software, not the web server components it uses –Must have the web server software setup on a remote machine before the session starts –Session is full and we apologize for the space limitations!! –Thanks for your overwhelming interest and enthusiasm

6. CAMP Shibboleth - June 28-30, 2004 6 CAMP Schedule and Tracks Wednesday –Special Topics and Demos –The Future –Free Consulting

7. CAMP Shibboleth - June 28-30, 2004 7 Have Questions? Ann West

8. CAMP Shibboleth - June 28-30, 2004 8 A Word From Our Sponsors National Science Foundation’s Middleware Initiative (NMI) NMI – Enterprise Desktop Integration Technologies (EDIT) Consortium Internet2 – primary on grant and research EDUCAUSE – primary on outreach Southeastern Universities Research Association (SURA) – primary on NMI Integration Testbed

9. CAMP Shibboleth - June 28-30, 2004 9 NMI-EDIT: Goals Create a ubiquitous common, persistent and robust core middleware infrastructure for the R&E community Provide tools and services (e.g. registries, bridge PKI components, schemas, root directories) to support inter- institutional and inter-realm collaborations

10. CAMP Shibboleth - June 28-30, 2004 10 NMI-EDIT: Core Middleware Scope Identity and Identifiers – namespaces, identifier crosswalks, real world levels of assurance Authentication – campus technologies and policies, inter-realm interoperability via PKI, Kerberos Directories – enterprise directory services architectures and tools, standard object classes, inter- realm and registry services Authorization – permissions and access controls, delegation, privacy management Integration Activities – common management tools, use of virtual, federated and hierarchical organizations

11. CAMP Shibboleth - June 28-30, 2004 11 A Map of Middleware Land

12. CAMP Shibboleth - June 28-30, 2004 12 NMI-EDIT: Strategic Direction Overall technical direction set by MACE –Middleware Architecture Committee for Education (MACE) –Bob Morgan, University of Washington, Chair –Campus IT architects and representatives from Grids and International Communities Directions set via –NSF and NMI management team –Internet2 Network Planning and Policy Advisory Council –PKI and Directory Technical Advisory Boards –Internet2 members

13. CAMP Shibboleth - June 28-30, 2004 13 MACE (Middleware Architecture Committee for Education) Purpose - to provide advice, create experiments, foster standards, etc. on key technical issues for core middleware within higher education Membership – RL “Bob” Morgan (UW) Chair, Tom Barton (Chicago), Scott Cantor (Ohio State), Steven Carmody (Brown), Michael Gettes (Duke), Keith Hazelton (Wisconsin), Paul Hill (MIT), Jim Jokl (Virginia), Mark Poepping (CMU), Bruce Vincent (Stanford), David Wasley (California), Von Welch (Grid) European members - Brian Gilmore (Edinburgh), Ton Verschuren (Netherlands), Diego Lopez (Spain) Creates working groups in major areas, including directories, interrealm access control, PKI, video, P2P, etc. Works via conference calls, emails, occasional serendipitous in- person meetings...

14. CAMP Shibboleth - June 28-30, 2004 14 Middleware Axioms Work the core areas Focus on support for collaboration Use federated administration as the lever; have the enterprise broker most services (authentication, authorization, resource discovery, etc.) in inter-realm interactions Develop a consistent directory infrastructure within R&E Provide security while not degrading privacy. Foster interrealm trust fabrics: federations and virtual organizations Leverage campus expertise and build rough consensus Support for heterogeneity and open standards Influence the marketplace; develop where necessary

15. CAMP Shibboleth - June 28-30, 2004 15 Sample NMI-EDIT Process: Directories MACE-DIR Working Group –Prioritize needed materials – Establish subgroups revision of basic documents (LDAP Recipe) new best practices in groups and metadirectories standards development for eduPerson 1.5 and eduOrg 1.0 –Work in enhanced IETF approach: scenarios, requirements, architectures, recommended standards stages –Announce deliverables; start input and conference call review/feedback processes; reconvene work groups as needed Process schedule and requirements –4-6 months for completion, depending on product –6-8 primary contributors –15-50 schools participating

16. CAMP Shibboleth - June 28-30, 2004 16 NMI-EDIT: Participants Higher Ed – 15-20 leadership institutions, with 50 more campuses represented as members of working groups; readership around 2000 institutions Corporate – (IBM/Metamerge, Microsoft, SUN, Liberty Alliance, DST, MitreTek, Radvision, Polycom, EBSCO, Elsevier, OCLC, Baltimore Technologies) Government – NSF, NIST, NIH, Federal CIO Council International –Terena, JISC, REDIRIS, AARnet, SWITCH

17. CAMP Shibboleth - June 28-30, 2004 17 A flashback to NSFnet Keep it simple and solve real problems Make a marketplace Stay low for as long as you can… Be prepared to travel

18. CAMP Shibboleth - June 28-30, 2004 18 Brief history of Shib The model The development process –The fateful bottle of wine… –The early vision –Refining the architecture and working with IBM –The many miracles

19. CAMP Shibboleth - June 28-30, 2004 19 Unified field theory of Trust Bridged, global hierarchies of identification-oriented, often government based trust – laws, identity tokens, etc. –Passports, drivers licenses –Future is typically PKI oriented Federated enterprise-based; leverages one’s security domain; often role-based –Enterprise does authentication and attributes –Federations of enterprises exchange assertions (identity and attributes) Peer to peer trust; ad hoc, small locus personal trust –A large part of our non-networked lives –New technology approaches to bring this into the electronic world. –Distinguishing P2P apps arch from P2P trust Virtual organizations cross-stitch across one of the above

20. CAMP Shibboleth - June 28-30, 2004 20 The Model: Enterprises and Federation Given the strong collaborations within the academic community, there is an urgent need to create inter-realm tools, so Build consistent campus and enterprise middleware infrastructure deployments, with outward facing objectclasses, service points, etc. and then Federate those enterprise deployments, using the outward facing campus infrastructure, with interrealm attribute transports, trust services, etc. and then Leverage that federation to enable a variety of applications from network authentication to instant messaging, from video to web services, and then, going forward Create tools and templates that support the management and collaboration of virtual organizations by building on the federated campus infrastructures.

21. CAMP Shibboleth - June 28-30, 2004 21 Federated administration OTOT OTOT TT A CM CM A VO T Campus 1 Campus 2 Federation

22. CAMP Shibboleth - June 28-30, 2004 22 The development process The fateful bottle of wine… The early vision Refining the architecture and working with IBM The many miracles

23. CAMP Shibboleth - June 28-30, 2004 23 The Many Miracles A core group dreamed it… Then Scott came along Then Walter came along Then Mark and David and Derek and so many others came along…