1. https://aarc-project.eu Authentication and Authorisation for Research and Collaboration Milan, Italy Training and Outreach Authentication and Authorisation for Research and Collaboration 3 November 2015 Alessandra Scicchitano NA2 WP Leader, GEANT

2. https://aarc-project.eu “A primary objective of this project is to promote and further deploy federated access for researchers, educators and students. Dedicated training and outreach material should help to lower barriers to entry for organisations not already participating in identity federations.” 2 The essence Repackage and add what is missing

3. https://aarc-project.eu 3 NA2 structure T0 T1 T2 T3 T4 WP Leadership GEANT Learning Needs Analysis GEANT Outreach and Dissemination GEANT Training for Resource and Service Providers CSC Training for Identity Providers GARR Techni cal LegalLiason Disse minati on

4. https://aarc-project.eu Task 0 - Work package Leadership: Alessandra Scicchitano (GEANT) Task 1 - Learning Needs Analysis: Irina Mikhailava (GEANT) Task 2 - Outreach and Dissemination: Alessandra Scicchitano (GEANT) Task 2.1 - Technical aspect: Peter Gietz (DAASI) Task 2.2 - Legal aspect: Mikael Linden (CSC) Task 2.3 - Liaison with other Communities: Melanie Imming (LIBER) Task 2.4 - Dissemination: Alessandra Scicchitano (GEANT) Task 3 - Training for Resource and Service Providers: Manne Miettinen (CSC) Task 4 - Training for Identity Providers: Lalla Mantovani (GARR) 4 Task and subtask leaders

5. https://aarc-project.eu Overview of the Activity and next steps - Alessandra Scicchitano (15’) First Deliverable and User groups identified - Alessandra Scicchitano (30’) Technical aspects and Federation 101 - Peter Gietz (30’) Liaison with other communities - Melanie Imming (15’) Training for resource providers - Manne Miettinen (30’) Training for identity providers - Lalla Mantovani (15’) What should NA2 be in AARC2? (All the time that we have left) Please let’s talk 5 Agenda for the session

6. https://aarc-project.eu Report on the identified target groups for training and their requirements – DNA2.1 (M3) https://aarc-project.eu/wp-content/uploads/2015/04/AARC-DNA2.1.pdf First online module Federation101 on federated access – DNA2.2 (M5) https://aarc-project.eu/documents/training-modules/federations-101/ Training Material for resource providers – DNA2.3 (M9) Training Material for Identity Providers – DNA2.4 (M14) 6 Training and Outreach: Deliverables

7. https://aarc-project.eu First document describing the approach to the training – MNA2.1 (M3) First SP training delivered – MNA2.2 (M9) First IdP Training delivered – MNA2.3 (M14) https://aarc-project.eu/documents/milestones/ 7 Training and Outreach: Milestones

8. https://aarc-project.eu Three-dimension approach: The individual requirements of each of the different communities; Different roles have different needs and different requirements; Whether an institution deploys federated access or not. The methodology followed used two main approaches to identify the requirements: A survey sent to the organisations belonging to different communities that are not yet federated. The questions in the survey were elaborated keeping in mind the different target roles. Meetings with specific user communities. 8 DNA2.1 – Process and Methodology

9. https://aarc-project.eu Libraries: represented by LIBER and MKZ. Arts and humanities: DARIAH represented by DAASI. Bio-medical: ELIXIR represented by CSC. High-energy physics: represented by CERN. E-Infrastructures: represented by EGI and SURFsara (for PRACE and – jointly with CSC – for EUDAT). NRENs: They not only represent the national federations, but also the organisational communities that have been supported by NRENs for decades (e.g. library, IT staff, educators, students, researchers etc.) 9 User Communities

10. https://aarc-project.eu In our 3-dimension approach the questionnaire was sent to a group of technical people (target role) belonging to organisations that are not federated yet (status). At the same time, with this survey we targeted all the user communities. The group of organisations involved in the survey that were not yet federated was then further divided in two groups: Universities. Other institutions (National libraries and archives, Research institutions in bio-medical fields, Institutions for Arts and Music). 10 Survey findings

11. https://aarc-project.eu Common Identified Requirements: Information material for decision makers: when asked for more information on why the organisation lacks the technical people required to implement an IdM the most prevalent answer was that decision makers do not understand the business benefit of federated identity. Lack of identifiable benefits leads to skepticism and reluctance to invest money in hiring or training personnel on the deployment and operation of federated identity services. Training to fill in the gaps in the knowledge of the technical people already in the organisation. A better organised eduGAIN service catalogue that shows the benefits that the resources can bring to the organisations. Information material about eduGAIN. 11 Survey findings

12. https://aarc-project.eu Decision makers: The term “decision maker” refers to high-level managers in universities and institutions, and leaders of large (research) consortia. Identity Provider (IdP) operators: The people in the organisation that set up and operate an Identity Provider service. Service Provider (SP) operators and Service developers: Service provider operators and service developers have a distinct role in the uptake of federated identity… End Users; 12 Identified Target groups

13. https://aarc-project.eu 4 different types of Decision Makers: libraries, federation operators, campus infrastructures, Research project; Small and new institutions that want to use IP-based authentication and that cannot rely on many public IPs (as this is becoming more difficult). They or the publishers might be a target group; Funding agencies (nationally and internationally) to add a requirement along the lines federated access should be preferred to any other approach; Push the EC to enable federated access for their website; Translate the results of AARC work in an easy language; Outreach to some VOs communities to make them understand the importance of federated access; Consultancy on federated access would help - start by targeting a few groups; National branding has been the most detrimental thing we could have done - look for a global branding. This was a strong requirement from the VOs. They would be happy for eduGAIN to become such a global branding; And more… 13 Feedbacks (I2-TE and Brussels workshop)

14. https://aarc-project.eu Thank you Any Questions? © GÉANT on behalf of the AARC project. The work leading to these results has received funding from the European Union’s Horizon 2020 research and innovation programme under Grant Agreement No. 653965 (AARC). https://aarc-project.eu Alessandra.Scicchitano@geant.org