sfu identity management overview

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Lessons learned from 15 years of institutional identity management at Simon Fraser University.

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June 2009!

MANAGING IDENTITY Lessons learned over 15 years of campus wide account provisioning!

IT Services / Jeremy Rosenberg!

ABOUT ME

•  Jeremy Rosenberg!•  Originally from Toronto!•  Developer in IT services since 2004!•  Identity management strategy!•  Work mostly in Java!•  Things I Love!

•  Rich data!•  Elegant solutions!•  Living in Vancouver !•  Anything built by Apple !

IT Services / Jeremy Rosenberg!

ABOUT SFU

•  Named after famous explorer !•  Opened on September 9, 1965!•  One University - Three campuses!

•  Burnaby!•  Surrey!•  Vancouver!

•  32,000 students !•  900 faculty!•  1600 staff!•  100,000 alumni! Simon Fraser!

1776 -1862!

ABOUT THIS PRESENTATION

•  What was the itch? !Challenge!

•  How did we scratch it?!Solution!

•  Are we still itchy?!Lessons!

IT Services / Jeremy Rosenberg!

Today

IT Services / Jeremy Rosenberg!

Account Provisioning

Mail Lists

Web Based Activate

Web Server

UDD

LDAP

Online Learning

CAS

AD

PeopleSoft

Shibboleth Eduroam

Zimbra

1991

•  Get clean, current data from HR and Registrar systems!Challenge!

•  Top level negotiation between IT, Registrar and HR divisions!Solution!

•  Key enabler!Lessons!

IT Services / Jeremy Rosenberg!

1991

IT Services / Jeremy Rosenberg!

Account Provisioning

1995

•  Offload computing account administration to clerical staff!Challenge!

•  Custom GUI to backend code!Solution!

•  A good GUI means maximized organizational efficiencies!Lessons!

IT Services / Jeremy Rosenberg!

1995

IT Services / Jeremy Rosenberg!

Account Provisioning

ADMIN GUI

1995

•  Leverage registrar data to create automatic course mailing lists!

Challenge!

•  Shell scripts populate lists based on course membership from account database!

Solution!

•  Rich but proprietary!Lessons!

IT Services / Jeremy Rosenberg!

1995

IT Services / Jeremy Rosenberg!

Account Provisioning

Mail Lists

ADMIN GUI

1997

• Use existing mail lists for access control!Challenge!

• Modified Apache authorization module!Solution!

• Enable business users to make business decisions!Lessons!

IT Services / Jeremy Rosenberg!

1997

IT Services / Jeremy Rosenberg!

Account Provisioning

Mail Lists

Web Server

ADMIN GUI

1997

•  Distribute Identity across systems!Challenge!

•  Lightweight Directory Access Protocol (LDAP)!Solution!

•  Watch emerging standards!•  Stay ahead of the curve!•  Trust your gut!

Lessons!

IT Services / Jeremy Rosenberg!

1997

IT Services / Jeremy Rosenberg!

Account Provisioning

Mail Lists

Web Server LDAP

ADMIN GUI

1998

•  Sync data to downstream systems!

•  (LDAP, Online Learning)!Challenge!

•  Update Distribution Daemon (UDD) !

•  Push Messaging System!Solution!

•  Simple requirements can change over time!

•  Today consumers require context!Lessons!

IT Services / Jeremy Rosenberg!

1998

IT Services / Jeremy Rosenberg!

Account Provisioning

Mail Lists

Web Server LDAP

ADMIN GUI UDD

Online Learning

1999

•  Eliminate Lineups to Activate Computing Accounts!Challenge!

•  Web-based self activation!•  Integrated into mySFU Portal!Solution!

•  Enterprise solutions need enterprise infrastructure!Lessons!

IT Services / Jeremy Rosenberg!

ADMIN GUI

1999

IT Services / Jeremy Rosenberg!

Account Provisioning

Mail Lists

Web Server

UDD

LDAP

Self Activate

Online Learning

2000

•  Provide standards based web authentication !Challenge!

•  Central Authentication Server!•  Leverage existing LDAP directory!Solution!

•  Leverage and integrate open source applications whenever possible!

Lessons!

IT Services / Jeremy Rosenberg!

2000

IT Services / Jeremy Rosenberg!

Account Provisioning

Mail Lists

Self Activate

Web Server

UDD

LDAP

Online Learning

CAS

2001

•  Feed account information into MS Active Directory!Challenge!

•  Learn how Active Directory works!•  Write a custom UDD handler for

Windows!Solution!

•  Take responsibility for all Identity Management situations or identities will fragment!

Lessons!

IT Services / Jeremy Rosenberg!

2001

IT Services / Jeremy Rosenberg!

Account Provisioning

Mail Lists

Self Activate

Web Server

UDD

LDAP

Online Learning

CAS

AD

2003

•  Integrate Account System with PeopleSoft HR and SIMS!Challenge!

•  Batch files inbound!•  HTTP messaging outbound!•  Lots of knowledge sharing!

Solution!

•  Persistence and commitment!•  Be the best to build confidence!Lessons!

IT Services / Jeremy Rosenberg!

2003

IT Services / Jeremy Rosenberg!

Account Provisioning

Mail Lists

Self Activate

Web Server

UDD

LDAP

Online Learning

CAS

AD

PeopleSoft

2006

•  Provide a single computing account to users with multiple roles!Challenge!

•  Introduce roles in computing accounts!•  Role based access within downstream

systems!Solution!

• Made the ID more fundamental!•  Created questions of discipline!Lessons!

IT Services / Jeremy Rosenberg!

2006

IT Services / Jeremy Rosenberg!

Account Provisioning

Mail Lists

Self Activate

Web Server

UDD

LDAP

Online Learning

CAS

AD

PeopleSoft

Now With

Roles!

2007

•  Share identity across institutions!Challenge!

•  Shibboleth and Eduroam implementations !Solution!

•  Keep your head up!•  Take responsibility within the

community !Lessons!

IT Services / Jeremy Rosenberg!

2008

IT Services / Jeremy Rosenberg!

Account Provisioning

Mail Lists

Self Activate

Web Server

UDD

LDAP

Online Learning

CAS

AD

PeopleSoft

Now With

Roles!

Shibboleth Eduroam

2008

•  Integrate accounts with large scale Zimbra implementation!Challenge!

•  The entire arsenal!•  (LDAP, CAS, Maillists, UDD)!Solution!

•  Revised notion of robustness in face of high availability requirements!

Lessons!

IT Services / Jeremy Rosenberg!

2008

IT Services / Jeremy Rosenberg!

Account Provisioning

Mail Lists

Self Activate

Web Server

UDD

LDAP

Online Learning

CAS

AD

PeopleSoft

Now With

Roles!

Shibboleth Eduroam

Zimbra

2010+

• Granular resource access to match relationship!Challenge!

• Match user permissions to role requirements!Solution!

• CANHEIT 2011?!Lessons!

IT Services / Jeremy Rosenberg!

IT Services / Jeremy Rosenberg!

SUMMARY

•  Get clean data!•  Enable business users!•  Stay ahead of the curve!•  Trust your gut!•  Open standards when it makes sense!•  Iterative solutions!•  Be confident!•  Own it!

WORDS OF WISDOM

IT Services / Jeremy Rosenberg!

IT Services / Jeremy Rosenberg!

THANK YOU

Thank You / Merci Beaucoup!

Jeremy_Rosenberg@sfu.ca!

On behalf of!

Rob Urquhart! Frances Atkinson!Ray Davison! Steve Hillman!

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