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MACE-Dir: Attributes, Schema and MACE-Dir: Attributes, Schema and Information Models for Education Information Models for Education and Research and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair, UW-Madison Jon Saperia InCommon User Identifiers Chair, Harvard U Mark Scheible InCommon/Quilt Federation Pilots, MCNC

MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

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Page 1: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

MACE-Dir: Attributes, Schema and Information MACE-Dir: Attributes, Schema and Information Models for Education and ResearchModels for Education and Research

InCommon Virtual Working Groups, May 21, 2013

Keith HazeltonMACE-Dir Chair, UW-MadisonJon SaperiaInCommon User Identifiers Chair, Harvard UMark ScheibleInCommon/Quilt Federation Pilots, MCNC

Page 2: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• Introduction to MACE-Dir• The Evolution of eduPerson--New Draft Out for Review

– New identifiers to solve a long-standing set of problems– Keeping track of changes to eduPersonPrincipalName values

• Crafting a Schema for K-12 Use• System for Cross-Realm Identity Management (SCIM)

– A new model for identity data provisioning and integration

• Exploring Curricular Data Needs• Elsewhere in Schema-Land

– An Online Schema and Attribute Registry out of the NSTIC pilots

2 – 04/21/23, © 2012 Internet2

OVERVIEW

Page 3: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• Formed back when LDAP was The New Thing on campuses• Responding to a need for a common core set of identity attributes

in higher education identity and access management• Published the first version of the eduPerson specification in early

2001– The LDAP Recipe Released at the same time (h/t Michael Gettes)

• Any time you visit an InCommon relying party using campus login to Shibboleth, your institution is using eduPerson

• Over the years also published specifications for– isMemberOf– eduCourse

3 – 04/21/23, © 2012 Internet2

Introduction to MACE-Dir

Page 4: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• New draft out for review: eduPerson (201305 Draft 08)• New attributes…• Jon Saperia of Harvard University led an InCommon group

on User Identifiers• MACE-Dir hosted the User Identifier conference calls• The group ended up advocating the inclusion of three new

identifer-class attributes in eduPerson

4 – 04/21/23, © 2012 Internet2

The Evolution of eduPerson

Page 5: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• Inconsistent use of existing attributes for:

– ePPN• Too often used as mail attribute

• Used to show identity domain which can be incompatible with email address

– Mail

• Need for a stable user identifier

• Overloading mail attribute

– Used as an identifier to applications

– Used to display identity to users

– Other administrative uses

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User Identifier Issues

Page 6: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• Use when user identifier is required as an institutional email address – not a recommended practice to use email address as an

identifier

• Once assigned MUST NOT be reassigned

• Email domain is treated as an administrative domain under control of identity system that created the ID

• User must be reachable via this email address

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Using institutionalUserMailAddress

Page 7: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• Long-lived, non re-assignable• Scoped and ID portion must be unique within

issuing identity system• Part to right of “@” MUST be same administrative

domain as the identity system that created ID• SHOULD NOT be treated as an email address• Example:– eduPersonUniqueId: 28c5353b-8bb3-4984-a8bd-

[email protected]

7 – 04/21/23, © 2012 Internet2

Using eduPersonUniqueID

Page 8: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• Allows association of previous addresses used with a principal

• MUST NOT include any currently valid institutionalUserMailAddress value

• There is no ordering to the list of entries

8 – 04/21/23, © 2012 Internet2

Using institutionalUserMailAddressPrior

Page 9: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• New draft out for review: eduPerson (201305 Draft 08)• Another new attribute

– eduPersonPrincipalNamePrior (ePPNP)– Helps in situations where a user’s ePPN value has changed– Important when Relying Parties are using ePPN for authorization

purposes (as in .htaccess files)

• Continued international discussions on uses of existing attributes– For example, last two weeks, lively thread on eduPersonEntitlement – For one example, a way to signal “This user should receive access

per the terms of the contract mapped to this entitlement value (URI)”

9 – 04/21/23, © 2012 Internet2

The Evolution of eduPerson

Page 10: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• In practice, a small number of attributes do a lot of service– Identifiers (where needed)– Affiliations (scoped, generally)– Group memberships– Entitlements

• Tendency to use “cooked” attributes (affiliations, groups, entitlements) rather than ask for a large set of atomic facts from which to compute an allow/deny decision

• Example: A learning management system (LMS) controlling access to course materials– Roster information via isMemberOf (vs eduCourseMember)– “Ticket” to use a particular e-text via an entitlement URI

10 – 04/21/23, © 2012 Internet2

The Evolution of eduPerson

Page 11: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• The North Carolina Education Cloud (NCEdCloud) - RttT– Foundational project is an IAM “Managed Service”

• Covers ALL K-12 students, teachers & staff, parents, guests• Single username/password for access to cloud services• Led by the Friday Institute at NC State University• MCNC has been providing IAM consulting resources for two years

– Developed an architecture document describing what was needed– RFP process completed, contract awarded to Identity Automation– Service consists of Data Integration of sources, building and

maintaining a Person Registry, Directory environment, and Federated Identity Management for roughly 3 million identities

– Provisioning of Cloud Service accounts• K-12/Community College Pilot using federated identities

– Part of InCommon/Quilt project to extend FIM to K12, CC, etc.

11 – 04/21/23, © 2012 Internet2

Crafting a Schema for K-12 Use

Page 12: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• Why a separate K12 Schema?• K12 has additional challenges/requirements

– K12 students are minors• Special/additional regulations apply (e.g. COPPA, CIPA)• Students cannot authorize attribute release (parent involvement?)

– Delivery of online services/content may be age- or grade-based– Granularity of K12 organizational structure may be finer than HE– IT Staffing, Skillsets in K12 frequently not focused on IAM/SAML– 13-year relationship with moves between schools/districts– Parents could easily have a longer relationship (multiple children)– 1:1 student/client device is rare (particularly primary grades)

12 – 04/21/23, © 2012 Internet2

K12 Schema Development

Page 13: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• Existing schema (e.g. eduPerson) are not sufficient• Attributes we know or suspect will be needed

– Grade level– Over/Under 13 (for COPPA)– School Identifier– School District– School Region (in some states)– Parent or Guardian “link” (connecting parent to student)– Parent or Guardian consent (to release attributes)

• Schema development work plan– Mailing list, Conference calls (under auspices of MACE-Dir)

13 – 04/21/23, © 2012 Internet2

K12 Schema Development

Page 14: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• A new API and schema for identity data provisioning and integration

• Came from a vendor consortium• Now transferred to an IETF working group• Provisioning and integration is a different beast than Web SSO

access control• Think cloud providers, SaaS

– They may need a persistent service-specific set of user accounts and identity data

– Perhaps driving a need for the sharing of a richer set of attributes from our campus IAM systems

• SCIM defines a standard mechanism for schema extension (like auxiliary object classes in LDAP)

14 – 04/21/23, © 2012 Internet2

System for Cross-Realm Identity Management (SCIM)

Page 15: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• SCIM is coming to higher education via two paths• Grouper has SCIM support on its latest roadmap• CIFER (Community Identity Framework for Education and

Research)– Open source IAM initiative under the auspices of Internet2, Kuali

and Apereo (Jasig/Sakai)– Recommending SCIM as a core API for identity data provisioning and

integration across the IAM infrastructure– Developing SCIM schema extensions to cover the CIFER identity

registry data model• MACE-Dir will host review and comment discussions as requested

15 – 04/21/23, © 2012 Internet2

System for Cross-Realm Identity Management (SCIM)

Page 16: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• New collaboration being launched by Penn State and the University of Wisconsin-Madison

• MACE-Dir will provide a venue for the collaboration– As it did for InCommon User Identifiers

• Provisioning to LMS is one use case• But many other uses are made of curricular data including

mash-ups with location information and academic organizational structure– Planning your course schedule, can you get from Chem 205 to Art

History 101?– UW-Madison evolved a set of Enterprise Business Objects (EBOs) for

curricular data– Collaborative exploration of requirements and potential solutions

16 – 04/21/23, © 2012 Internet2

Exploring Curricular Data Needs

Page 17: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• An online Schema and Attribute Registry now at version 1.0• An early NSTIC pilot deliverable from the Internet2 Scalable

Privacy project– NSTIC: National Strategy for Trusted Identities in Cyberspace

• Higher education has thought longer and harder about schema and attributes than government and industry

• The registry as a way to demonstrate prior art and show patterns of use– Includes eduPerson, SCHAC, OpenID Connect, Open Social,…– Each attribute is associated with an attribute class (identifier, name,

entitlement, profile) to facilitate cross-schema comparisons

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Elsewhere in Schema-Land

Page 18: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

18 – 04/21/23, © 2012 Internet2

Your Input: Other Topics Needing Attention

Page 19: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

• MACE-Dir mailing list– Subscribe at https://lists.internet2.edu/sympa/subscribe/mace-dir

• InCommon User Identifiers: Via review of eduPerson draft– Subscriber comments to [email protected]

– Non-subscriber comments to [email protected]

• K-12 Schema work– Subscribe at https://lists.internet2.edu/sympa/subscribe/k12person

• SCIM– Subscribe at https://lists.internet2.edu/sympa/subscribe/cifer-prov

• Other questions: [email protected]

19 – 04/21/23, © 2012 Internet2

To Participate in the Work

Page 20: MACE-Dir: Attributes, Schema and Information Models for Education and Research InCommon Virtual Working Groups, May 21, 2013 Keith Hazelton MACE-Dir Chair,

MACE-Dir: Attributes, Schema and MACE-Dir: Attributes, Schema and Information Models for Education and Information Models for Education and ResearchResearch

May 21, 2013, InCommon Virtual Working Groups

Thank you!

For more information,please visit www.internet2.edu

20 – 04/21/23, © 2012 Internet2