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The AAF
From start-up to a steady state Federation in 2.5
years
   February16 2012
   Presented by Heath Marks Manager & Terry Smith Technical Manager
It all began June 2009

• Incorporated not-for-profit association owned by Australian
  universities and leading national research and research
  support organisations

• Federal government seed funding $2M AUD (June 2009 – Dec 2011)
   – AAF subscription base to meet critical mass for self sustainability
   – AAF business model developed for self sustainability

• As of 31 December 2011
   – 67 Subscribers
   – 68+ services registered in the AAF
Subscriber Growth

                    100% AU
                    unis

                              Identity
                              Provider




                              Identity
                              Provider
                              &
                              Service
                              Provider


                              Service
                              Provider
Key Streams of Activity

Policy, procedures and frameworks   Technology, infrastructure
                                    and its support




  Marketing and
  communication

                                    Running the business
                                    (AAF Incorporated)
Policy,
procedures,
frameworks
Policy: Federation Rules

Federation Rules containing Subscriber responsibilities

   – Rules for Identity Providers
   – Rules for Service Providers
   – Data protection and privacy (the Australian Privacy
     Act 1988)
   – Limitation of liability, termination, cessation, changes
     to rules, dispute resolution .. etc.
Policy: Core Attributes

• “8.3 Identity Providers must collect or generate the Core
  Attributes as defined by the Federation Subscriber
  responsibilities”
          –   auEduPersonSharedToken


                                           
          –   displayName                         Attribute release
          –   eduPersonAffiliation                filters in place
          –   eduPersonEntitlement
          –   eduPersonScopedAffiliation
          –   eduPersonTargetedID
          –   AuthenticationMethod
          –   eduPersonAssurance
          –   cn
          –   o
          –   mail
Other Policy and Procedures

• Test and production federation usage
  policy
• Test federation terms of use
• Logo usage policy
• Change management
• Software release policy
• Operational policies & frameworks
Compliance Program

      • Annual compliance statement
30      required:
          Organisations confirm that they have
Jun
          examined the compliance of their
e         system, process and documentation
          against its obligations under the
          Federation Rules.
      • Non-compliance activities in place
      • Additional compliance statement
        required for organisations asserting
LoA Framework


         Concepts of Assurance
         •    Identity Assurance: eduPersonAssurance
               urn:mace:aaf.edu.au:iap:id:.[level], where level is a value from 1 to 2.

         •    Token and Credential Management Assurance: AuthenticationMethod
              urn:mace:aaf.edu.au:iap:authn:[level], where level is a value from 0 to 2



             NIST SP 800-63 – LoA 1 and LoA 2.

     http://www.aaf.edu.au/technical/levels-of-assurance/
Technology,
infrastructure and
its support
AAF Infrastructure

  WAYF Perth               WAYF Brisbane

                          WAYF
                          Melbourne
               • Test and Production Federations
               • ANYCast
               • Core infrastructure hosted by our
                 subscribers with agreements in
                 place.
               • National Server Program for
                 eResearch
               • Services in the cloud
AAF Technology

                 A Central point of
                 registration,
                 management and
                 reporting for identity
                 and service providers
                 participating in a
                 standards compliant
                 SAML 2 identity
                 federation.

                 http://wiki.aaf.edu.au/fe
                 derationregistry/
Good Practice Program

• Continuous improvement:
  – Rule compliance
  – Current deployment – Prod
    quality
  – Attribute release filters
  – Contacts and administrators
  – Test Federation policies
  – High Availability IdP
  – LoA
  – Relationship building
Running the
Business
(AAF Incorporated)
Business Model

      Principles:
       – The AAF should aim to break even;
       – AAF subscribers vary greatly in their size and
         usage of the AAF and the subscription should
         apportion costs fairly and equitably;
       – The subscription fees should be flexible and
         adaptable so that as the AAF evolves, the fees
         can be readily adjusted to reflect changing cost
         structures and subscriber diversity.
Subscription Fees

  Subscription Component       2012- AUD
  One-time joining fee         $4,500
  Basic annual fee (1* IdP +   $4,628
  10 SPs)                                  Universities
                                               and
  Fee per FTE                  $2.02        Research
  Extra 10 Service Fee         $3,250
  Extra 1 IdP Fee              $5,850

  Subscription Component       2012- AUD
                                           Commercia
  One-time joining fee         $4,550        l (3 year
  Annual fee per service       $3,900       discount
                                            available)
  Annual fee per IdP           $13,000
Steady State = 3.8 people
   Manager                Technical
                          Manager



Communications Manager   Technical Architect
.8
Marketing and
Communication
Key Messages

 • The AAF is a significant and growing part of the Australian
   eResearch infrastructure landscape.
 • Its core value proposition is that it is operating as a shared
   service for the Australian research and education sector.
   It minimises the cost and effort for each individual
   subscriber of managing federated identity.
 • The AAF has achieved a critical mass of Identity
   Providers. This has given service providers access to over
   one million identities and proved to be a catalyst for
   service growth in the Federation.
Key Messages

 • The Federation is being funded primarily by Universities
   and large government research organisations
 • A vibrant and successful Federation will have many
   services, some will be heavily used and some will be
   lightly used.
 .
What next


• Measuring our success in 2012 will focus on
  continuing to build the value proposition by
  the services that are available via the AAF.
• Super Science initiatives
• AAF infrastructure for:


?   National Entitlement Server for fine grained
    authorisation

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Apanheath

  • 1. The AAF From start-up to a steady state Federation in 2.5 years February16 2012 Presented by Heath Marks Manager & Terry Smith Technical Manager
  • 2. It all began June 2009 • Incorporated not-for-profit association owned by Australian universities and leading national research and research support organisations • Federal government seed funding $2M AUD (June 2009 – Dec 2011) – AAF subscription base to meet critical mass for self sustainability – AAF business model developed for self sustainability • As of 31 December 2011 – 67 Subscribers – 68+ services registered in the AAF
  • 3. Subscriber Growth 100% AU unis Identity Provider Identity Provider & Service Provider Service Provider
  • 4. Key Streams of Activity Policy, procedures and frameworks Technology, infrastructure and its support Marketing and communication Running the business (AAF Incorporated)
  • 6. Policy: Federation Rules Federation Rules containing Subscriber responsibilities – Rules for Identity Providers – Rules for Service Providers – Data protection and privacy (the Australian Privacy Act 1988) – Limitation of liability, termination, cessation, changes to rules, dispute resolution .. etc.
  • 7. Policy: Core Attributes • “8.3 Identity Providers must collect or generate the Core Attributes as defined by the Federation Subscriber responsibilities” – auEduPersonSharedToken  – displayName Attribute release – eduPersonAffiliation filters in place – eduPersonEntitlement – eduPersonScopedAffiliation – eduPersonTargetedID – AuthenticationMethod – eduPersonAssurance – cn – o – mail
  • 8. Other Policy and Procedures • Test and production federation usage policy • Test federation terms of use • Logo usage policy • Change management • Software release policy • Operational policies & frameworks
  • 9. Compliance Program • Annual compliance statement 30 required: Organisations confirm that they have Jun examined the compliance of their e system, process and documentation against its obligations under the Federation Rules. • Non-compliance activities in place • Additional compliance statement required for organisations asserting
  • 10. LoA Framework Concepts of Assurance • Identity Assurance: eduPersonAssurance urn:mace:aaf.edu.au:iap:id:.[level], where level is a value from 1 to 2. • Token and Credential Management Assurance: AuthenticationMethod urn:mace:aaf.edu.au:iap:authn:[level], where level is a value from 0 to 2 NIST SP 800-63 – LoA 1 and LoA 2. http://www.aaf.edu.au/technical/levels-of-assurance/
  • 12. AAF Infrastructure WAYF Perth WAYF Brisbane WAYF Melbourne • Test and Production Federations • ANYCast • Core infrastructure hosted by our subscribers with agreements in place. • National Server Program for eResearch • Services in the cloud
  • 13. AAF Technology A Central point of registration, management and reporting for identity and service providers participating in a standards compliant SAML 2 identity federation. http://wiki.aaf.edu.au/fe derationregistry/
  • 14. Good Practice Program • Continuous improvement: – Rule compliance – Current deployment – Prod quality – Attribute release filters – Contacts and administrators – Test Federation policies – High Availability IdP – LoA – Relationship building
  • 16. Business Model Principles: – The AAF should aim to break even; – AAF subscribers vary greatly in their size and usage of the AAF and the subscription should apportion costs fairly and equitably; – The subscription fees should be flexible and adaptable so that as the AAF evolves, the fees can be readily adjusted to reflect changing cost structures and subscriber diversity.
  • 17. Subscription Fees Subscription Component 2012- AUD One-time joining fee $4,500 Basic annual fee (1* IdP + $4,628 10 SPs) Universities and Fee per FTE $2.02 Research Extra 10 Service Fee $3,250 Extra 1 IdP Fee $5,850 Subscription Component 2012- AUD Commercia One-time joining fee $4,550 l (3 year Annual fee per service $3,900 discount available) Annual fee per IdP $13,000
  • 18. Steady State = 3.8 people Manager Technical Manager Communications Manager Technical Architect .8
  • 20. Key Messages • The AAF is a significant and growing part of the Australian eResearch infrastructure landscape. • Its core value proposition is that it is operating as a shared service for the Australian research and education sector. It minimises the cost and effort for each individual subscriber of managing federated identity. • The AAF has achieved a critical mass of Identity Providers. This has given service providers access to over one million identities and proved to be a catalyst for service growth in the Federation.
  • 21. Key Messages • The Federation is being funded primarily by Universities and large government research organisations • A vibrant and successful Federation will have many services, some will be heavily used and some will be lightly used. .
  • 22. What next • Measuring our success in 2012 will focus on continuing to build the value proposition by the services that are available via the AAF. • Super Science initiatives • AAF infrastructure for: ? National Entitlement Server for fine grained authorisation