1. Directories Keith Hazelton, University of Wisconsin Brendan Bellina, University of Notre Dame Tom Barton, University of Chicago

2. Spring 2004 I2MM 2 Outline  localDomainPerson  International collaboration on person schema  Grouper  Selection of other threads

3. Directories The Local Domain Person Survey

4. Spring 2004 I2MM 4 The Local Attribute Problem  Ongoing Development of inter-institutional standards eduPerson eduOrg  Application Requirements for Local Attributes/Information  Lack of standards/guidelines for Local Attributes

5. Spring 2004 I2MM 5 The Local Domain Person Survey  Intentions: Use of eduPerson oc and attributes Use of local oc and attributes for people Local attributes common to multiple applications  Distribute Survey  Analyze Responses  Publish Analysis and Responses  Publish Recommendations White Paper

6. Spring 2004 I2MM 6 Local Domain Person Object Class Study  Initial draft to be included with Spring 2004 NMI-Release  A MACE-Dir effort (Middleware Architecture Committee for Education Directories subgroup)  Analysis of results from 22 survey respondents

7. Spring 2004 I2MM 7 Study Document Structure  Attribute Creation and Institutional Policy  Use of eduPerson and deviations  Use of Local Attributes and Object Classes

8. Spring 2004 I2MM 8 Local Attribute Categories  Personal Characteristics  Contact Information  Student-Specific Information  Employee-Specific Information  Multi-Campus Information  Linkage Identifiers

9. Spring 2004 I2MM 9 Local Attribute Categories  Entry Metadata  Security Attributes  Privacy Attributes  Authorization Information  Other Miscellaneous Attributes

10. Spring 2004 I2MM 10 Study Document Structure cont.  Local Object Class Characteristics  Future Plans  Multiple-Use Local Attributes  Links to Survey Responses and other materials

11. Spring 2004 I2MM 11 Next Steps  Release of Survey Study Draft – Spring 2004  Release of Survey Study Final and website – Summer 2004 (projected)  MACE-Dir Recommendations White Paper – Winter 2004 (projected)

12. Directories International Person Schema Coordination

13. Spring 2004 I2MM 13 Int’l Collaboration on Schema  http://domen.uninett.no/~im/schema/ (Ingrid Melve) http://domen.uninett.no/~im/schema/

14. Spring 2004 I2MM 14 Int’l Collaboration on Schema Work Goals  Agreement on a list of interesting attributes  Common syntax and semantics across schema for some subset of attribute types  Proposed inclusion of some attributes in a standard schema eduPerson? Next release of X.520? Other candidates? Processes for ongoing schema coordination  Even common syntax & semantics would boost interoperability in attribute mapping

15. Spring 2004 I2MM 15 Int’l Collaboration on Schema: Affiliations, statuses, roles  Virtual organizations (as origin) swissEduPersonHomeOrganizationType: vlo RedIRIS: irisgridVoCode: bioinformatics  Entitlements (asserted by origin for target) eduPersonEntitlement: urn:mace:whatever

16. Spring 2004 I2MM 16 Int’l Collaboration on Schema Affiliations, statuses, roles  Attributes (asserted by federation rules, either local or global) norEduPersonLIN: HIO1234567890 RedIRIS: attributes linking to a classification schema RedIRIS: catreCode: a01b02c03  Ticket mechanisms (federation, origin or target)

17. Spring 2004 I2MM 17 Int’l Collaboration on Schema Affiliations, statuses, roles  eduPersonAffiliation  eduPersonPrimaryAffiliation  manager  auEduPersonSubType  auEduPersonType  swissEduPersonHomeOrganizationType  swissEduPersonStudyLevel  RedIRIS: irisgridRole

18. Spring 2004 I2MM 18 Int’l Collaboration on Schema Affiliations, statuses, roles  funetEduPersonDegreeUniversity  funetEduPersonDegreePolytech  pleduPersonDegree  pleduPersonPosition  swissEduPersonHomeOrganizationType  swissEduPersonStudyLevel  RedIRIS: irisgridRole

19. Spring 2004 I2MM 19 Int’l Collaboration on Schema Persons as individuals  X.521 person: sn  RedIRIS: sn1, sn2  auEduPersonPreferredGivenName  auEduPersonPreferredSurname  auEduPersonSalutation

20. Spring 2004 I2MM 20 Int’l Collaboration on Schema Persons as individuals  funetEduPersonDateOfBirth  norEduPersonBirthDate  swissEduPersonDateOfBirth  swissEduPersonGender  nlEduPerson - gender

21. Spring 2004 I2MM 21 Int’l Collaboration on Schema Identifiers, foreign keys  Cultural variations in acceptability, scope of use  eduPersonPrincipalName  auEduPersonID  funetEduPersonStudentID  nl - employeeNumber  norEduPersonLIN  norEduPersonNIN  pleduPersonGId  pleduPersonLId  swissEduPersonUniqueID  RedIRIS: irisDnComp

22. Spring 2004 I2MM 22 This is part of what federation implementation looks like  Agreements on information schema for:  Applications that need persistent identifiers For personalization, transcript, training records  Applications that base access control on attributes (affiliation, role, group within Os and VOs)  Other info to support resource sharing across boundaries

23. Directories Grouper

24. Spring 2004 I2MM 24 Some high-level identity management requirements  ¡ authorization != authentication !  Muster information supporting … Per-application or resource access control policies Exceptions to those policies Identification of groups of collaborating peers  Common infrastructure to manage and provision requisite information Information resides in both databases & brains Many authoritative sources Group management is one aspect of this picture

25. Spring 2004 I2MM 25 Grouper in Context

26. Spring 2004 I2MM 26 Features in Grouper v1  Basic group management  Subgroups & compound groups  Aging of groups and memberships  Abstracted interfaces for Privileges Member Lookup Last Activity  Signet integration

27. Spring 2004 I2MM 27 Privileges  CREATE group with specified name  VIEW group’s name in lists & can refer to group  READ basic information about a group  UPDATE membership and administer membership related privileges  ADMIN can modify everything, including group name, description, & privileges. Can delete the group.  OPTIN can add self to the members list  OPTOUT can remove self from the members list

28. Spring 2004 I2MM 28 Default Privilege Interface  CREATE a group named stem:aString Granted by effective membership in a set of grouperCreator:… groups Hierarchical stems, hierarchical creation authority Managed through the API or UI  Other privileges are each granted by effective membership in a list associated with each group viewers, readers, updaters, admins, optins, optouts Also managed through the API or UI

29. Spring 2004 I2MM 29 Examples  Personal personal-tbarton:myFriends –admins: tbarton personal-tbarton:myTrueFriends –admins: tbarton –optouts: personal-tbarton:myTrueFriends  Administrative uofc-bsd:xyz-project-team –updaters: uofc-bsd-bsdis:enterpriseAdmins

30. Spring 2004 I2MM 30 Examples  Administrative uofc-bsd-obgyn:staff –updaters: uofc-bsd-obgyn:techsupport –viewers: uofc-bsd:staff, uofc-hospital:staff student:owesUsTooMuchMoney –readers: uofc-nsit:services uofc-nsit:netsec-sig –optins: uofc:uofc –optouts: uofc-nsit:netsec-sig –readers: uofc-nsit:netsec-sig

31. Spring 2004 I2MM 31 Grouper roadmap  3 phases of Grouper v1 development 1.Basic management and export functions 2.Compound groups 3.Aging of groups and memberships  Deliverables Java API, UI, sample batch import/export scripts, documentation Some type of prototype demo at AuthZ CAMP  Contributed elements sought Provisioning connectors (especially LDAP & AD) LDAP Member Lookup Interface

32. Spring 2004 I2MM 32 Other Threads  eduPerson & eduOrg Added eduPersonScopedAffiliation Associated LDIF tweaks & fixes Registered eduPersonTargetedID “Everything eduPerson” – it’s not just an object class anymore  Attribute registries eduPerson* on http://middleware.internet2.edu Peter Gietz’s at http://www.daasi.de/services/SchemaReg/ http://www.daasi.de/services/SchemaReg/

33. Spring 2004 I2MM 33 Other Threads  Email address as identifier  Character set issues & policies  Top level entity types in directories  Representing organizational structures in directories  What is “LDAP compliance”?

34. Spring 2004 I2MM 34