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SURFconext
Collaboration Without Limits

Harold Teunissen et al. – SURFnet
TeraGrid2011 – July 2011
Changing Behaviors




  Hierarchical                                                                   Self Organizing
    Secrecy                                                                       Transparency
Loose Alliance                                                                    Collaboration
   Sluggish                                                                          Urgency
    Novelty                                                                        Innovation
 Tunnel Vision                                                                       Didactic
                                                       Source: Sir Ken Robison




  SURFconext - TG11 - July 2011,- Salt Lake City, UT                                               2
Motive


• Cloud cloud cloud — data explosion
• Mobile mobile mobile — device explosion
• Go go go — study + work + play + collaborate +
  organize + et cetera


• Collaboration is key to your and your team’s
  success!




                                                     Source: AMD




SURFconext - TG11 - July 2011,- Salt Lake City, UT                 3
Core Business


• Modern universities are developing towards loose
  conglomerates of (inter)discipline expertise


‣ Collaboration is therefore a core business
‣ Scientific collaboration involves groups of people
  in multiple institutions, disciplines and countries
‣ Collaboration is about using shared services and
  resources


• Virtual Organization = People + Groups +
  Resources + Services + Policies + Funding + ...



SURFconext - TG11 - July 2011,- Salt Lake City, UT   4
Distributed Landscape


• Modern science combines resources from multiple
  sources


‣ The core resources are within the VO domain, but
  within multiple institutions, and
‣ the generic collaboration services can be found
  'the cloud'




SURFconext - TG11 - July 2011,- Salt Lake City, UT   5
Collaboration Entropy



                                                     Virtual Laboratory


                                                      Virtual Project


                                                      Virtual Organi-
                                                           zation




                                 Virtual Breeding Environment

SURFconext - TG11 - July 2011,- Salt Lake City, UT                        6
Examples



Virtual Laboratory


  Virtual Project


  Virtual Organi-
       zation




al Breeding Environment

           SURFconext - TG11 - July 2011,- Salt Lake City, UT   7
Commercial Brake




                 Short video explaining SURFconext
                        www.surfconext.nl/en




SURFconext - TG11 - July 2011,- Salt Lake City, UT   8
Collaboration Environments




SURFconext - TG11 - July 2011,- Salt Lake City, UT   9
SURFconext — Rationale


• Create open standards glue to make campus and
  cloud based services usable for collaboration for
  both inter campus and Virtual Organization
  scenarios
• Let vendors provide generic and integrated
  services as part of the platform, whilst institutions
  can add specialist services
• Offer the platform as a service for
  smaller & ad-hoc team collaboration
• Offer the platform software for large,
  VO-type collaboration run-you-own




SURFconext - TG11 - July 2011,- Salt Lake City, UT   10
Core Components


• Federated Identity Management — SAML
• Groups Management — Grouper
• Social Network 'Portal' technology — OpenSocial
• Collaboration tools
         - Document Sharing
         - Video Collaboration
         - Learning Systems
         - Visualization
         - Data Mining
         - Workspaces
         - Et cetera




SURFconext - TG11 - July 2011,- Salt Lake City, UT   11
Federated Identities


• A federation is a collaboration of trust
• Users log in at their institution to get access to
  their services




                                                     Source: JISC2007




SURFconext - TG11 - July 2011,- Salt Lake City, UT                12
Federation Models


        1x1                                                    nxm               n+n




Identity Provider                           Service Provider    Federation Hub




         SURFconext - TG11 - July 2011,- Salt Lake City, UT                            13
Groups


• Based on Grouper technology Internet2
• Groups are -currently- managed centrally
• Any acceptable user can become a group 'admin'
• Groups provide context for applications
  (but applications decide on AuthZ!)
• Groups feature (only) 3 roles (admin, collabmin,
  member)




SURFconext - TG11 - July 2011,- Salt Lake City, UT   14
Service domestication is key


• Domestication can be described as the process of
  externalizing authentication, authorization and
  group management from services
• Domestication fits nicely in the Service Oriented
  Architecture paradigm where a platform is created
  for reusable services and service components
• It becomes easier to share (generic) information
  among services and to replace similar services
• It is only useful in multi-domain collaboration so
  (delegation of) trust is a point of concern




SURFconext - TG11 - July 2011,- Salt Lake City, UT     15
Advantages Domestication


• Domesticated applications enable single sign-on
  features for users, as well as the ability to share
  group context between multiple applications
• Main Candidates
         - Identity and access control
         - Group management
         - Events like presence and activities
         - Perhaps Monitoring and Reporting and messaging?




SURFconext - TG11 - July 2011,- Salt Lake City, UT           16
Collaboration Services


• In Production
         - Commercial services — Alfresco, Liferay, Confluence
         - Campus services — Sakai, U. of Amsterdam communities
         - SURFnet — Filesender, Foodle, SURFmedia
         - Experimental — Big Blue Button, Etherpad 
• Pending
         - Commercial services — Webex, Adobe Connect, Mendeley,
           Google Apps, IBM Lotus Live
         - Campus services — 3TU DataCenter, Dataverse Network U of
           Utrecht, MyExperiment
         - Experimental — Sharepoint2010, Exchange, IMAP
• Wish-list
         - Commercial services — LinkedIn, Moodle, Dropbox, Zoho
           Apps, Drupal, Ning, Yammer
         - Research — iRods, Zotero, Devices, Content
SURFconext - TG11 - July 2011,- Salt Lake City, UT                 17
OpenSocial


• General purpose web integration technology by
  using Gadgets
• Open 'Social Data' API for exchanging information
  on people, groups, activities, et cetera


• Lightweight, '2.0' compliant and 'easy'
• Open standard, browser based components
• Vendor neutral & platform independent
• Large user community → wide spread adoption
• Uptake moving from Social Networks to R&E and
  Enterprise


SURFconext - TG11 - July 2011,- Salt Lake City, UT   18
Architecture & Design




SURFconext - TG11 - July 2011,- Salt Lake City, UT   19
Simplified View



                                                     SAML2 IdP
                                                                              Identity Provider

 Web Portal                                                       Grouper      Group Management
   Gadget                                  Conext                      TBD    Attribute Management
                                           Engine
 OpenSocial                                                            TBD    Virtual Organizations
 Container                                  OpenSocial
                                            Rest
                                                                      JANUS     Service Registry

OpenSocial Rest                                            SAML2 SP              SAML2 Metadata
    OAuth
                                                            Service Provider

      SURFconext - TG11 - July 2011,- Salt Lake City, UT                                              20
Combining existing components
      and open standards



                                                           SAML2 IdP
                                                                               Identity Provider

    Portal                                                         Grouper


                                                                        TBD    Attribute Management

                                                                        TBD    Virtual Organizations
                                            OpenSocial
                                            Rest
                                                                       JANUS


OpenSocial Rest                                            SAML2 SP               SAML2 Metadata
    OAuth
                                                            Service Provider

      SURFconext - TG11 - July 2011,- Salt Lake City, UT                                               21
So far


• SURFconext Platform up and running for 3 months,
  GA in fall 2011
• 3 commercial Service Providers
• 46 Identity Providers
• Piloting with at 5 institutions & VOs
• Hooking up to eduGAIN and other federations
• Initially engaging with Virtual Organizations —
  3TU, Clarin, LifeWatch, Bamboo




SURFconext - TG11 - July 2011,- Salt Lake City, UT   22
Bumpy road


• (Service) License models are currently inadequate
• Good business models required for vendors
• Collaboration applications require attributes —
  who is going to provide for them?
• International focus is paramount for wide adoption
• Engage early adopters, both at institutions,
  vendors, VOs and end users
                                                     WARNING




                                                     CHALLENGES
                                                       AHEAD
SURFconext - TG11 - July 2011,- Salt Lake City, UT                23
OpenConext


• OpenConext is an OpenSource technology stack
  for creating and running Collaboration platforms
• Join and contribute www.openconext.org




SURFconext - TG11 - July 2011,- Salt Lake City, UT   24
Getting started




SURFconext - TG11 - July 2011,- Salt Lake City, UT   25
Share services with your team




SURFconext - TG11 - July 2011,- Salt Lake City, UT   26
Demo




SURFconext - TG11 - July 2011,- Salt Lake City, UT   27
harold.teunissen@surfnet.nl   haroldteunissen

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SURFconext - Collaboration without limit

  • 1. SURFconext Collaboration Without Limits Harold Teunissen et al. – SURFnet TeraGrid2011 – July 2011
  • 2. Changing Behaviors Hierarchical Self Organizing Secrecy Transparency Loose Alliance Collaboration Sluggish Urgency Novelty Innovation Tunnel Vision Didactic Source: Sir Ken Robison SURFconext - TG11 - July 2011,- Salt Lake City, UT 2
  • 3. Motive • Cloud cloud cloud — data explosion • Mobile mobile mobile — device explosion • Go go go — study + work + play + collaborate + organize + et cetera • Collaboration is key to your and your team’s success! Source: AMD SURFconext - TG11 - July 2011,- Salt Lake City, UT 3
  • 4. Core Business • Modern universities are developing towards loose conglomerates of (inter)discipline expertise ‣ Collaboration is therefore a core business ‣ Scientific collaboration involves groups of people in multiple institutions, disciplines and countries ‣ Collaboration is about using shared services and resources • Virtual Organization = People + Groups + Resources + Services + Policies + Funding + ... SURFconext - TG11 - July 2011,- Salt Lake City, UT 4
  • 5. Distributed Landscape • Modern science combines resources from multiple sources ‣ The core resources are within the VO domain, but within multiple institutions, and ‣ the generic collaboration services can be found 'the cloud' SURFconext - TG11 - July 2011,- Salt Lake City, UT 5
  • 6. Collaboration Entropy Virtual Laboratory Virtual Project Virtual Organi- zation Virtual Breeding Environment SURFconext - TG11 - July 2011,- Salt Lake City, UT 6
  • 7. Examples Virtual Laboratory Virtual Project Virtual Organi- zation al Breeding Environment SURFconext - TG11 - July 2011,- Salt Lake City, UT 7
  • 8. Commercial Brake Short video explaining SURFconext www.surfconext.nl/en SURFconext - TG11 - July 2011,- Salt Lake City, UT 8
  • 9. Collaboration Environments SURFconext - TG11 - July 2011,- Salt Lake City, UT 9
  • 10. SURFconext — Rationale • Create open standards glue to make campus and cloud based services usable for collaboration for both inter campus and Virtual Organization scenarios • Let vendors provide generic and integrated services as part of the platform, whilst institutions can add specialist services • Offer the platform as a service for smaller & ad-hoc team collaboration • Offer the platform software for large, VO-type collaboration run-you-own SURFconext - TG11 - July 2011,- Salt Lake City, UT 10
  • 11. Core Components • Federated Identity Management — SAML • Groups Management — Grouper • Social Network 'Portal' technology — OpenSocial • Collaboration tools - Document Sharing - Video Collaboration - Learning Systems - Visualization - Data Mining - Workspaces - Et cetera SURFconext - TG11 - July 2011,- Salt Lake City, UT 11
  • 12. Federated Identities • A federation is a collaboration of trust • Users log in at their institution to get access to their services Source: JISC2007 SURFconext - TG11 - July 2011,- Salt Lake City, UT 12
  • 13. Federation Models 1x1 nxm n+n Identity Provider Service Provider Federation Hub SURFconext - TG11 - July 2011,- Salt Lake City, UT 13
  • 14. Groups • Based on Grouper technology Internet2 • Groups are -currently- managed centrally • Any acceptable user can become a group 'admin' • Groups provide context for applications (but applications decide on AuthZ!) • Groups feature (only) 3 roles (admin, collabmin, member) SURFconext - TG11 - July 2011,- Salt Lake City, UT 14
  • 15. Service domestication is key • Domestication can be described as the process of externalizing authentication, authorization and group management from services • Domestication fits nicely in the Service Oriented Architecture paradigm where a platform is created for reusable services and service components • It becomes easier to share (generic) information among services and to replace similar services • It is only useful in multi-domain collaboration so (delegation of) trust is a point of concern SURFconext - TG11 - July 2011,- Salt Lake City, UT 15
  • 16. Advantages Domestication • Domesticated applications enable single sign-on features for users, as well as the ability to share group context between multiple applications • Main Candidates - Identity and access control - Group management - Events like presence and activities - Perhaps Monitoring and Reporting and messaging? SURFconext - TG11 - July 2011,- Salt Lake City, UT 16
  • 17. Collaboration Services • In Production - Commercial services — Alfresco, Liferay, Confluence - Campus services — Sakai, U. of Amsterdam communities - SURFnet — Filesender, Foodle, SURFmedia - Experimental — Big Blue Button, Etherpad  • Pending - Commercial services — Webex, Adobe Connect, Mendeley, Google Apps, IBM Lotus Live - Campus services — 3TU DataCenter, Dataverse Network U of Utrecht, MyExperiment - Experimental — Sharepoint2010, Exchange, IMAP • Wish-list - Commercial services — LinkedIn, Moodle, Dropbox, Zoho Apps, Drupal, Ning, Yammer - Research — iRods, Zotero, Devices, Content SURFconext - TG11 - July 2011,- Salt Lake City, UT 17
  • 18. OpenSocial • General purpose web integration technology by using Gadgets • Open 'Social Data' API for exchanging information on people, groups, activities, et cetera • Lightweight, '2.0' compliant and 'easy' • Open standard, browser based components • Vendor neutral & platform independent • Large user community → wide spread adoption • Uptake moving from Social Networks to R&E and Enterprise SURFconext - TG11 - July 2011,- Salt Lake City, UT 18
  • 19. Architecture & Design SURFconext - TG11 - July 2011,- Salt Lake City, UT 19
  • 20. Simplified View SAML2 IdP Identity Provider Web Portal Grouper Group Management Gadget Conext TBD Attribute Management Engine OpenSocial TBD Virtual Organizations Container OpenSocial Rest JANUS Service Registry OpenSocial Rest SAML2 SP SAML2 Metadata OAuth Service Provider SURFconext - TG11 - July 2011,- Salt Lake City, UT 20
  • 21. Combining existing components and open standards SAML2 IdP Identity Provider Portal Grouper TBD Attribute Management TBD Virtual Organizations OpenSocial Rest JANUS OpenSocial Rest SAML2 SP SAML2 Metadata OAuth Service Provider SURFconext - TG11 - July 2011,- Salt Lake City, UT 21
  • 22. So far • SURFconext Platform up and running for 3 months, GA in fall 2011 • 3 commercial Service Providers • 46 Identity Providers • Piloting with at 5 institutions & VOs • Hooking up to eduGAIN and other federations • Initially engaging with Virtual Organizations — 3TU, Clarin, LifeWatch, Bamboo SURFconext - TG11 - July 2011,- Salt Lake City, UT 22
  • 23. Bumpy road • (Service) License models are currently inadequate • Good business models required for vendors • Collaboration applications require attributes — who is going to provide for them? • International focus is paramount for wide adoption • Engage early adopters, both at institutions, vendors, VOs and end users WARNING CHALLENGES AHEAD SURFconext - TG11 - July 2011,- Salt Lake City, UT 23
  • 24. OpenConext • OpenConext is an OpenSource technology stack for creating and running Collaboration platforms • Join and contribute www.openconext.org SURFconext - TG11 - July 2011,- Salt Lake City, UT 24
  • 25. Getting started SURFconext - TG11 - July 2011,- Salt Lake City, UT 25
  • 26. Share services with your team SURFconext - TG11 - July 2011,- Salt Lake City, UT 26
  • 27. Demo SURFconext - TG11 - July 2011,- Salt Lake City, UT 27
  • 28. harold.teunissen@surfnet.nl haroldteunissen