1. Bill Yock University of Washington byock@uw.edu Coordinating Education and Research Communities to radically improve Identity and Access Management. Shel Waggener SVP, Internet2 swaggener@internet2.edu

2. What are the unique challenges in Education and Research and what activities are underway? What is an Identity Framework and why do we need one? Who is the Community and how can we work better together? So what is CIFER really? What are the Planned Outcomes and Execution Strategies?

3. Diverse ecosystems of technologies and applications Very sensitive data and complex regulatory requirements Growing federation and inter-federation needs Dynamically changing identity contexts

4. CAS, Shibboleth, Grouper, KIM, OpenReg, CPR, Identity Match, CoManage/CoCoA, InCert, uApprove, InCommon Assurance, CommIT, ORCID, OpenIDM, Syncope, iRODS, CILogon, u-Prove, FICAM, NSTIC IDESG, InCommon Federation, SimpleSAML.php, COManage, IRMA, PubCookie, InCommon Quilt, Kerberos, ConnID, OpenIDConnect, Oauth, OpenICF, SCIM, XACML, Social2SAML, MDX, Metadata Aggregator, ABC4Trust, NSTIC Scalable Privacy, KOM, OpenIdM, EduGain, Moonshot, … A partial list of education and research related open source projects and standards – not to mention the many commercial offerings!

5. Conceptual models to classify and organize Functional models for common definitions and use cases Standard API’s and protocols for ease of use and interoperability

8. Reference Implementations / Interop Improvements Design and Build / Integrate Components Embrace Standards / Create Toolkits and API’s

9. Growing cooperation amongst existing communities and projects Identity Management in Higher Education – A View of the Landscape http://goo.gl/7tV4VOhttp://goo.gl/7tV4VO A growing “Community of Practice” of IAM experts Work Groups organized around the CIFER Framework areas (API’s, P&I, Identity Registry, Access Management, Authentication)

10. Connecting the villages takes a lot of effort Need “seamful” experiences Minimize duplication of features Identify critical path opportunities and code Requires Global Cooperation and Collaboration Shib EduGAIN KIM Grouper Moonshot MFA CPR Other

11. Coordination Resource Augmentation Documentation Stewardship Interfaces & APIs Architectures Feature Roadmaps

12. Active Work Group participation Cross Work Group Coordination Committee formed Beginning of a functional framework Draft of Standard API’s Preliminary design of provisioning toolkits Preliminary design of identity matching toolkits Beginning of reference implementation test beds https://spaces.internet2.edu/display/cifer/CIFER+Home

13. Refine framework, establish baseline resources, develop overall plans Full Functional Model ID Match/Reconciliation toolkit Standard APIs Product Test Drives Build Product Strategy Maps $2 M – Institutional Angels, Individual Donations Establish Dev team, construct governance and integration tools, test and document capabilities Provisioning Toolkits IAM Console – Governance and Audit Enhanced Attribute Based Access Control $6M – Increased Institutional membership, Possible Grants Framework certification, Enable inter-federation services, Personal privacy Certification Mark service Federation policy management tools Personal privacy tools $1M / Yr – Membership fees, Certification Mark fees Startup FY14 Accelerate FY15 – FY16 Sustain FY17 & beyond Areas of Focus CIFER Deliverables Funding Needs / Strategies

14. CIFER Consortium Charter adopted by Kuali and Internet2 leadership to support planned outcomes Draft membership agreements in progress, preliminary pledges include InCommon to be Consortium Operator Internet2 increased investment ( AVP of Integration contribution of half-time FTE $120K, Grouper $240K) Kuali Rice Partners increased investment ( UW $240K, Iowa State $240K, Cornell $120K) Penn State Contribution of Central Person Registry (CPR)

15. Supporter Level Contributor Level Principal Level Eligible for “Readiness Assessment” support  Eligible for “Implementation Assistance” support  Eligible to sponsor new Work Groups  Eligible for Elected Board Seats  Eligible for Appointed Board Seats  Individual contributions of $20 eligible for cool logo ware and chance for prizes! Any IAM enthusiast eligible to participate in Working Groups! $1 / FTE Student $2 / FTE Student $5 / FTE Student

16. Readiness Assessment Program (*) For Supporting, Collaboration and Partner Members Implementation Assistance Program (*) For Collaboration and Partner Members only Survey that institutions fill out regarding current state of their IAM environment based on CIFER Framework criteria. CIFER IAM experts review and comment on recommendations for improvements based on institutional goals. Up to 40 hours of review, configuration and troubleshooting, by CIFER IAM experts, of any of the products available in the reference implementation test drive area that an adopting institution is attempting to deploy. (*) Actual program details to be defined and adopted by initial CIFER Consortium Board…

17. Join an open Work Group committee Become an Institutional Investor – Sign CIFER Consortium Membership Agreements Become an Individual Donor – Make a small donation, receive a cool CIFER t-shirt For more information www.ciferproject.org and info@ciferproject.orgwww.ciferproject.orginfo@ciferproject.org