InCommon Partnership Models and Trust Fabrics. Mark Johnson Mark Scheible Ann West John Krienke David Walker
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1 InCommon Partnership Models and Trust Fabrics Mark Johnson Mark Scheible Ann West John Krienke David Walker
2 Overview and Motivation Accelerate development of a business model that supports CAIs MCNC offered to work intensively with InCommon Mark Scheible, Mark Johnson John Kreinke, David Walker, Ann West All day meeting in Chicago September 19 Fully develop one model for serving CAIs that would offload cost from incommon and lower cost for CAIs Fighting off urge and encouragement to increase our scope
3 Our approach Break down the work of building the InCommon trust fabric into its atomic units Look at how those parts could be shifted around to offload InCommon Focus on one approach that appeals to MCNC Develop term sheets describing the content needed in agreements between InCommon, the regional (MCNC), and downstream organizations While we re at it write up what we ve done in a short white paper
4 Where we stand now Paper is done you have it Term sheets are our next focus area Develop some real cost numbers Begin to put a new model in place at MCNC
5 Maintaining a Trust Fabric
6 Maintaining a Common Trust Fabric Governance Defines eligibility, promises and behaviors, terms, fees, and policies of participation Defines common vocabulary & usage rules: identifiers, attributes (eduperson), their sharing, storage, & privacy Defines Interoperability technologies: standards, software, services & trust mechanisms Operations, Support, Outreach Verifies organizations, trusted officers, and entity metadata Securely collects, validates, decorates, and redistributes metadata Provides support: documentation, help desk, training, community Creates additional frameworks for trusted exchange: attribute release mechanisms, levels of identity assurance, privacy and consent Back office invoicing, accounts receivable, legal negotiations, financial audit, etc. Moving forward Additional services & partnerships for easy adoption, interop, & scale From descriptive to normative practices From the large few to the many small adopters, from national to internationally aligned fabrics
7 Atomic Units: Low Hanging Fruit Background Information for Regional / InCommon Collaboration Business Relationship Maintains financial, legal, and policy relationship Registration Authority (RA) Establishes the federation trust with the candidate organization Vetting of the Organization and its Internet DNS domains Vetting of the Organization s People The Executive One or two Site Administrators (SA) Metadata (MD) Management Verifies content and policy adherence, ensures integrity and access Testing/Inspecting submitted MD according to community requirements Signing and publishing the Metadata Aggregate (MDA) of the federation Hosting the MDA for federation members to download
8 Current Services RO joins InCommon directly No Regional services provided to RO Legal No: InCommon/Regional Yes: InCommon/RO Cost InCommon published feeds incommon.org/fees
9 Facilitation and Support Services Regional may assist RO w/ Legal Training and support Local identity management Hosting services RO joins InCommon directly Legal Cost Maybe: InCommon/Regional Yes: Regional/RO Yes: InCommon/RO InCommon published fees: incommon.org/fees
10 Business Partnership Services Regional provides RegAuth and Relationship Mgmnt Contact Vetting/Mgmnt Perform legal/billing support Probably check all metadata submitted by in-scope domains Provide optional facilitation/ support services to ROs RO may or may not join InCommon Legal Cost Yes: InCommon/Regional Yes: Regional/RO Maybe: InCommon/RO Shared between Regional and InCommon
11 Technical Steward Services Regional provides tech support to RO Provides InC metadata vetting and submission May submit metadata for RO Check all metadata submitted by in-scope domains Optional hosting Optional facilitation and support RO may or may not join InCommon Legal Cost Yes: InCommon/Regional Yes: Regional/RO Maybe: InCommon/RO Shared between Regional and InCommon
12 Full Service Partnership Services Regional provides Facilitation and Support Business Partnership Services RA, Admin, Billing Technical Steward Services Metadata mgmnt and submission RO may or may not join InCommon Legal Cost Yes: InCommon/Regional Yes: Regional/RO No: InCommon/RO Shared between Regional and InCommon
13 Regional Federation Operator Services Independent Federation Operator Manage all services for Federation No services or support from incommon Optional metadata sharing with InCommon Legal Cost Maybe: InCommon/Regional if metadata is exchanged Yes: Regional/RO No: InCommon/RO Regional bears all cost
14 Next Steps: InCommon/MCNC Legal Third Party IdP & SP representation Submission into InCommon metadata aggregate Compliance RA validation partnership (Registration Authority) Eligibility Classification Defined constituencies Non exclusive Pricing Principles Sustainability for all: ability to pay Not transaction based Unit of price: IdPs SPs drive IdPs (5:1) Standardization & Transparency Fixed Costs and Variable Costs Pricing Lump Sum -or- Unit by Unit Tiers
15 Maintaining a Common Trust Fabric: Fixed and Variable Costs Governance Defines eligibility, promises and behaviors, terms, fees, and policies of participation Defines common vocabulary & usage rules: identifiers, attributes (eduperson), their sharing, storage, & privacy Defines Interoperability technologies: standards, software, services & trust mechanisms Operations, Support, Outreach Verifies organizations, trusted officers, and entity metadata Securely collects, validates, decorates, and redistributes metadata Provides support: documentation, help desk, training, community Creates additional frameworks for trusted exchange: attribute release mechanisms, levels of identity assurance, privacy and consent Back office invoicing, accounts receivable, legal negotiations, financial audit, etc. Moving forward Additional services & partnerships for easy adoption, interop, & scale From descriptive to normative practices: transitions & migrations From the large few to the many small adopters, from national to internationally aligned fabrics
16 InCommon K12/CC Grant Requested by Regional partners in October 2013; approved by Steering in November 2013 To encourage experimentation and adoption For each pilot Regional: Annual participation free-of-charge for five qualified K12 or community colleges in 2013 and 2014, with no one-time registration fee. Qualifying organizations will be verified on a state-by-state basis in partnership with a relevant Internet2 Regional member. Published fees will apply in 2015.
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