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Why are HEAnet in this space?
  –   Collaborative, shared and cloud services
  –   IP address access control and IPv6
  –   Synergy with eduroam (single credential, eduGAIN)
  –   NREN fulfils the role of federation operator
Terminology
Single Log On
    • single point of authentication
    • synchronised account and credentials
    • authenticate to each application
Single Sign On (SSO)
    • single point of authentication
    • single credential, single account
    • authenticate once
Edugate
   Identity Provider
      • Authenticates user and provides user data
      • Personal, non-personal or none

Service Provider
      • Authorises access based on incoming data
      • Personalises experience based on incoming data
      • Persists the experience between sessions
      • Links application data with incoming data
Edugate
Identity Providers
  •   Institutes of Technology
  •   Universities
  •   Research agencies on the HEAnet network
  •   Expanded set in the future
Edugate
– Potential Services
  •   Institutional services
          » Any website requiring a login [for non-campus users]
  •   Shared services
          » HEAnet services, An Cheim services, IReL, NDLR
  •   Academic content
          » Publishers (EBSCO, Elsevier, JSTOR) and databases
  •   Research portals
          » Or any cross-institutional research group resource
  •   Organisations offering academic discount
          » Microsoft Dreamspark, o2, Travelcard
Edugate
  – Potential Services
* Bodington.org         * Horde        * TWiki        *Science Direct   * Proquest
* Condor                * Joomla       * uPortal      * ExLibris        * Serial Solutions
* Confluence Wiki       * LionShare    * WordPress    * JSTOR           * SCRAN
* Darwin Streaming      * MediaWiki    * Zope + Plone * The Literary    * Thomson Gale
* Dokuwiki              * Mahara       * Live@edu      Encyclopedia     * EZproxy
* Drupal                * MyProxy      * ArtSTOR      * Metapress       * Blackboard
* DSpace                * Napster      * Elluminate   * Moodle          * CLIX
* eAcademy              * PHEAA        * CSA          * OCLC            * Sakai
* Fedora Repository     * Sharepoint * Digitalbrain   * Ovid.           * WebAssign
* Google Apps           * SYMPA        * EBSCO        * Project MUSE    * WebCT
* GridSphere/GridShib   * Symplicity   * Elsvier      * Thomson         * TurnItIn
                                                        Reuters         *Zetoc
* Dawsonera             *TargetConnect
Edugate
    – Internationally
AT ACOnet-AAI                         IT IDEM
AU Australian Access Federation AAF   LV LAIFE
CA Canadian Access Federation CAF     NL SURFnet
CH SWITCHaai                          NO FEIDE
CZ eduID.cz                           PT RCTSaai
DE DFN-AAI                            SE SWAMID
DK WAYF                               US InCommon
ES SIR                                UK UK Access Management Federation for
FI Haka                               Education and Research
FR Fédération Éducation-Recherche
GR GRNET                              eduGAIN to connect these federations
HR AAI@EduHr
HU NIIF AAI
IE Edugate
UK Access Mgmt. Fed.
•   Athens services was proprietary and library only
•   Open standards were used for non-library services
•   UK Access Management Federation provides alternative
    to Athens that allows a single access platform services
    both library and non-library.
•   800 Members, All UK Higher Education Institutions have
    joined the UK Access Management Federation,
•   50% of those institutions use it gain access to library
    content using Shibboleth
•   50% use the Athens Gateway to federated access.
•   Publishers support Shibboleth is approximately 50%.
Edugate
   Based on the SAML2 Protocol
     • Interoperable Web-SSO Profile (saml2int.org)
         – Shibboleth 2, simpleSAMLphp
         – Oracle, IBM, Ping and Microsoft ADFS v2

Implementation
   – Service Provider
      • Web server plug-in (optional application integration)
   – Identity Provider
      • Web application with connection to campus directory
Edugate –SAML
Z39.50 Protocol
     • Search multiple targets at the same time
     • Retrieve

SAML Protocol
    • Authenticate with multiple targets as needed
    • Authorise
Edugate
Authentication
     • Responsibility of the institution
     • Usually LDAP, but other options available

Authorization
   – Controlled by the service provider
   – Institution can filter users before service provider
   – Based on the users attributes
Edugate
Attributes
   • GivenName, surname, email & Organisation
      – Joseph, Bloggs, joe.bloggs@um.ie, University of Mullingar
  •   EduPersonPrincipalName
      – jblgs-stu133@um.ie
  •   EduPersonTargetedID
      – a44ffed231eda7b7a7d
  •   EduPersonScopedAffiliation
      – student@um.ie, library-walk-in@um.ie
  •   EduPersonEntitlement
         urn:mace:heanet.ie:media:write
Edugate
   Attributes     eduPersonScopedAffiliation

student undergraduate or postgraduate
staff     all staff
faculty   to distinguish teaching staff
employee       staff other than staff/faculty (e.g., contractor)
member comprises all the categories named above
affiliate relationship short of full member
alum      Alumnus (graduate)
library-walk-in
Why use Edugate...
 •   Reduce account provisioning for walk-in and campus users
 •   Reduce the number of passwords for your users
 •   Reduce the number of prompts for those passwords
 •   Filter user access to content by affiliation or special groups
 •   Stop worrying about licences and users on your wifi network or open
     terminals
 •   Start to eliminate abuse of shared credentials/generic accounts
 •   IPv4 to IPv6 migration (193.1.200.412 Vs 2002:c101:e4a5::c101:e4a5)
 •   Enhanced personalisation, without loosing privacy.
 •   No fee
Edugate on Campus
IT department sets up identity provider
  service (IdP)
Any other department can opt to accept a
  federated login (SP)
  – Library can opt to replace Ezproxy URL in the
    catalogue.
  – Library can opt to enable federated login to the
    library website, repositories
  – Library can opt to integrate ezproxy with the IdP
Edugate on Campus
IT department sets up identity provider
  service (IdP)

IADT,UCD,CIT,DKIT,TCD,NUIM,NUIG,ITT,
WIT,LIT,DCU,DIT,UL,DIAS,NCAD
Edugate on Campus

         Catalogue with
            Ezproxy
                          Publisher content
                           Publisher content
User                        Publisher content
                              Publisher content




            LDAP
Edugate on Campus

         Catalogue with
            Ezproxy
                          Publisher content
                           Publisher content
User                        Publisher content
                              Publisher content

           Shibb




           LDAP
Edugate on Campus

         Catalogue with
            Ezproxy
                          Publisher content
                           Publisher content
User                        Publisher content
                              Publisher content

           Shibb


                          Publisher content
                           Publisher content
           LDAP             Publisher content
                                  non-library
                                  services
Edugate on Campus

           Catalogue
          (With Shibb)
                         Publisher content
                          Publisher content
User                       Publisher content
                             Publisher content

            Shibb


                         Publisher content
                          Publisher content
            LDAP           Publisher content
                                 non-library
                                 services
Edugate on Campus

          Catalogue
           (Without
           Ezproxy)
                      Publisher content
                       Publisher content
User                    Publisher content
                          Publisher content

           Shibb


                      Publisher content
                       Publisher content
          LDAP          Publisher content
                              non-library
                              services
Hybrid Edugate on Campus

         Catalogue
       (some Ezproxy
        some Shibb)
                       Publisher content
                        Publisher content
User                     Publisher content
                           Publisher content

         Shibb


                       Publisher content
                        Publisher content
         LDAP            Publisher content
                               non-library
                               services
Edugate on Campus

           Repository
          (With Shibb)
         Full upload or
          preferences
User


            Shibb
             Shibb
               Shibb


           LDAP
            LDAP
             LDAP
Edugate for non-academic
         libraries
         Repository
        (With Shibb)
       Full upload or
        preferences
User


          Shibb         Shibb   Shibb




         LDAP           LDAP    LDAP
When to use EZ, Shibb or other
Edugate on Campus
(Assuming a service supports Shibboleth)
Use Shibboleth...
•   if you intend to take advantage of fine grained access control
•   If the service offers personalisation and persistent sessions (e.g. search
    results, search preferences etc).
•   if the content of the service is frequently accessed as a result of a Google
    search rather than a search of your Opac (thus bypassing your EZproxy
    URLs).
•   if Shibboleth is frequently used to access other services like student email and
    you want to avail of the single-sign-on with no re-authentication prompts
Edugate on Campus
Some services do not support a Shibboleth
 login yet.
•   Use EZproxy for services with no personalisation features and for services
     that don’t feature in Google results, and for services that don’t support
    Shibboleth
•   Use EZproxy with Shibboleth for these non personalised services if your
    campus uses Shibboleth for other frequently accessed services (thus
    benefiting from single-sign-on)

•   Use Shibboleth if any of the reasons listed on the previous slide fit
IdP Configuration
 SP
  SP
Admin
 Admin       Edugate
             Resource
                                              Non
             Registry
                        Shibboleth IdP       Shibb
 IdP                                          IdP
   IdP
AdminIdP
 Admin
   Admin
              DB


                        Shibb config files

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Lir glenn wearen

  • 1. Why are HEAnet in this space? – Collaborative, shared and cloud services – IP address access control and IPv6 – Synergy with eduroam (single credential, eduGAIN) – NREN fulfils the role of federation operator
  • 2. Terminology Single Log On • single point of authentication • synchronised account and credentials • authenticate to each application Single Sign On (SSO) • single point of authentication • single credential, single account • authenticate once
  • 3. Edugate Identity Provider • Authenticates user and provides user data • Personal, non-personal or none Service Provider • Authorises access based on incoming data • Personalises experience based on incoming data • Persists the experience between sessions • Links application data with incoming data
  • 4. Edugate Identity Providers • Institutes of Technology • Universities • Research agencies on the HEAnet network • Expanded set in the future
  • 5. Edugate – Potential Services • Institutional services » Any website requiring a login [for non-campus users] • Shared services » HEAnet services, An Cheim services, IReL, NDLR • Academic content » Publishers (EBSCO, Elsevier, JSTOR) and databases • Research portals » Or any cross-institutional research group resource • Organisations offering academic discount » Microsoft Dreamspark, o2, Travelcard
  • 6. Edugate – Potential Services * Bodington.org * Horde * TWiki *Science Direct * Proquest * Condor * Joomla * uPortal * ExLibris * Serial Solutions * Confluence Wiki * LionShare * WordPress * JSTOR * SCRAN * Darwin Streaming * MediaWiki * Zope + Plone * The Literary * Thomson Gale * Dokuwiki * Mahara * Live@edu Encyclopedia * EZproxy * Drupal * MyProxy * ArtSTOR * Metapress * Blackboard * DSpace * Napster * Elluminate * Moodle * CLIX * eAcademy * PHEAA * CSA * OCLC * Sakai * Fedora Repository * Sharepoint * Digitalbrain * Ovid. * WebAssign * Google Apps * SYMPA * EBSCO * Project MUSE * WebCT * GridSphere/GridShib * Symplicity * Elsvier * Thomson * TurnItIn Reuters *Zetoc * Dawsonera *TargetConnect
  • 7. Edugate – Internationally AT ACOnet-AAI IT IDEM AU Australian Access Federation AAF LV LAIFE CA Canadian Access Federation CAF NL SURFnet CH SWITCHaai NO FEIDE CZ eduID.cz PT RCTSaai DE DFN-AAI SE SWAMID DK WAYF US InCommon ES SIR UK UK Access Management Federation for FI Haka Education and Research FR Fédération Éducation-Recherche GR GRNET eduGAIN to connect these federations HR AAI@EduHr HU NIIF AAI IE Edugate
  • 8. UK Access Mgmt. Fed. • Athens services was proprietary and library only • Open standards were used for non-library services • UK Access Management Federation provides alternative to Athens that allows a single access platform services both library and non-library. • 800 Members, All UK Higher Education Institutions have joined the UK Access Management Federation, • 50% of those institutions use it gain access to library content using Shibboleth • 50% use the Athens Gateway to federated access. • Publishers support Shibboleth is approximately 50%.
  • 9.
  • 10.
  • 11. Edugate Based on the SAML2 Protocol • Interoperable Web-SSO Profile (saml2int.org) – Shibboleth 2, simpleSAMLphp – Oracle, IBM, Ping and Microsoft ADFS v2 Implementation – Service Provider • Web server plug-in (optional application integration) – Identity Provider • Web application with connection to campus directory
  • 12. Edugate –SAML Z39.50 Protocol • Search multiple targets at the same time • Retrieve SAML Protocol • Authenticate with multiple targets as needed • Authorise
  • 13. Edugate Authentication • Responsibility of the institution • Usually LDAP, but other options available Authorization – Controlled by the service provider – Institution can filter users before service provider – Based on the users attributes
  • 14. Edugate Attributes • GivenName, surname, email & Organisation – Joseph, Bloggs, joe.bloggs@um.ie, University of Mullingar • EduPersonPrincipalName – jblgs-stu133@um.ie • EduPersonTargetedID – a44ffed231eda7b7a7d • EduPersonScopedAffiliation – student@um.ie, library-walk-in@um.ie • EduPersonEntitlement urn:mace:heanet.ie:media:write
  • 15. Edugate Attributes eduPersonScopedAffiliation student undergraduate or postgraduate staff all staff faculty to distinguish teaching staff employee staff other than staff/faculty (e.g., contractor) member comprises all the categories named above affiliate relationship short of full member alum Alumnus (graduate) library-walk-in
  • 16. Why use Edugate... • Reduce account provisioning for walk-in and campus users • Reduce the number of passwords for your users • Reduce the number of prompts for those passwords • Filter user access to content by affiliation or special groups • Stop worrying about licences and users on your wifi network or open terminals • Start to eliminate abuse of shared credentials/generic accounts • IPv4 to IPv6 migration (193.1.200.412 Vs 2002:c101:e4a5::c101:e4a5) • Enhanced personalisation, without loosing privacy. • No fee
  • 17. Edugate on Campus IT department sets up identity provider service (IdP) Any other department can opt to accept a federated login (SP) – Library can opt to replace Ezproxy URL in the catalogue. – Library can opt to enable federated login to the library website, repositories – Library can opt to integrate ezproxy with the IdP
  • 18. Edugate on Campus IT department sets up identity provider service (IdP) IADT,UCD,CIT,DKIT,TCD,NUIM,NUIG,ITT, WIT,LIT,DCU,DIT,UL,DIAS,NCAD
  • 19. Edugate on Campus Catalogue with Ezproxy Publisher content Publisher content User Publisher content Publisher content LDAP
  • 20. Edugate on Campus Catalogue with Ezproxy Publisher content Publisher content User Publisher content Publisher content Shibb LDAP
  • 21. Edugate on Campus Catalogue with Ezproxy Publisher content Publisher content User Publisher content Publisher content Shibb Publisher content Publisher content LDAP Publisher content non-library services
  • 22. Edugate on Campus Catalogue (With Shibb) Publisher content Publisher content User Publisher content Publisher content Shibb Publisher content Publisher content LDAP Publisher content non-library services
  • 23. Edugate on Campus Catalogue (Without Ezproxy) Publisher content Publisher content User Publisher content Publisher content Shibb Publisher content Publisher content LDAP Publisher content non-library services
  • 24. Hybrid Edugate on Campus Catalogue (some Ezproxy some Shibb) Publisher content Publisher content User Publisher content Publisher content Shibb Publisher content Publisher content LDAP Publisher content non-library services
  • 25. Edugate on Campus Repository (With Shibb) Full upload or preferences User Shibb Shibb Shibb LDAP LDAP LDAP
  • 26. Edugate for non-academic libraries Repository (With Shibb) Full upload or preferences User Shibb Shibb Shibb LDAP LDAP LDAP
  • 27. When to use EZ, Shibb or other
  • 28. Edugate on Campus (Assuming a service supports Shibboleth) Use Shibboleth... • if you intend to take advantage of fine grained access control • If the service offers personalisation and persistent sessions (e.g. search results, search preferences etc). • if the content of the service is frequently accessed as a result of a Google search rather than a search of your Opac (thus bypassing your EZproxy URLs). • if Shibboleth is frequently used to access other services like student email and you want to avail of the single-sign-on with no re-authentication prompts
  • 29. Edugate on Campus Some services do not support a Shibboleth login yet. • Use EZproxy for services with no personalisation features and for services that don’t feature in Google results, and for services that don’t support Shibboleth • Use EZproxy with Shibboleth for these non personalised services if your campus uses Shibboleth for other frequently accessed services (thus benefiting from single-sign-on) • Use Shibboleth if any of the reasons listed on the previous slide fit
  • 30. IdP Configuration SP SP Admin Admin Edugate Resource Non Registry Shibboleth IdP Shibb IdP IdP IdP AdminIdP Admin Admin DB Shibb config files