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Identity Management at UHI Millennium Institute

Identity Management at UHI Millennium Institute. Jem Taylor Head of Strategy & Development UHI Learning & Information Services jem.taylor@uhi.ac.uk. UHI advertising. UHI is important for the Highlands & Islands region and is an exciting place to work You want to hear about IDM

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Identity Management at UHI Millennium Institute

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  1. Identity Managementat UHI Millennium Institute Jem Taylor Head of Strategy & Development UHI Learning & Information Services jem.taylor@uhi.ac.uk

  2. UHI advertising • UHI is important for the Highlands & Islands region and is an exciting place to work • You want to hear about IDM • I want to talk about UHI and what we are doing • 30 slides in 45 minutes: 90 seconds per slide • So I will press on to the IDM part quite quickly

  3. UHI Mission “To establish for the Highlands and Islands of Scotland a collegiate university which will reach the highest standards and play a pivotal role in our educational, economic, social and cultural development”

  4. The UHI Challenge • Distance • Geography • Cost • Service Provision NAFC Shetland College Orkney College Thurso College Lews Castle College Inverness College Moray College & HTI SMO EO SFIA Perth College Argyll College & DML

  5. A short history … • 1993: The University of the Highlands and Islands Project “UHIp” • A dozen partners including 8 FE colleges, a NERC research institute, a statutory body, an industry-funded college, etc • All partners have an independent IT history and therefore a dozen different legacies

  6. The Dark Ages … • 1995: kilostream-based connections between UHI’s Academic Partners • Shared JANET connection • Very basic email for a very few staff • UHI employs its first three staff

  7. The Middle Ages … • Summer 1996: integrated service: ISDN-6 VC • 12 studios, 12-way ISDN MCU, BT lines • SOEID funded, so gives desired illusion of being free at the point of use • September 1996: Millennium Commission announces £33m funding in c. £100m initiative • Feb 1997: new offices, new staff, 3yr plan • More and faster kilostream connections (change of the cost trade-off between systems and telecoms)

  8. Early Modern History … • 1998:UHI WAN project • High Speed networking – 45Mbit/sec • Interim upgrades to 2Mbit/sec • UHI needed to build a WAN so as to be able to … • Share facilities and costs across UHI • Share costs of JANET & Internet access • One WWW server, many ‘web sites’ • other ‘server’ facilities - eg. E-mail • Videoconferencing across data network • Reduce other costs • eg. telephony costs on PSTN • Enable Campus-style collaborative working

  9. Check the map scale … 150 miles • UHI’s territory covers over half of Scotland • 1/6th of the UK’s area • 1/60th of the UK’s total population. • HE + FE accessed by about 25,000 distinct people every year • Most FE students are ‘low FTE’ 300 miles

  10. AbMAN FATMAN ClydeNet SoL EastMAN JANET The UHI Network • UHI staff & students are connected by high bandwidth network • internet, email, telephone and video conferencing • Effectively a regional ‘campus LAN’ organised by location rather than by department • Multiple ‘private’ IP data networks • Internal telephony for UHI • Future proof: Video; student broadcasting etc. • UHI LIS looks after shared/common systems • Shared corporate systems • Single internal eDirectory

  11. UHI Today … • April 2001: an HEI with SHEFC funding • AY 2004/5: over 3,800 student FTEs • 50% over age 25, 50%:50% gender balance, more than 5,200 enrolments • New Year 2005: moved to new HQ, this time moving about 70 staff over weekend • 2007: University title ?

  12. UHI IDM problem • Complex / diverse IT environment … • Shared / common Student Records system … • ICT and Library systems need to be available to all students … • IT Administrative overhead costs … • Student Records quality & timeliness …

  13. Funds &Bursary Funds &Bursary Attendance Attendance CurrentStudents Class List Class List SQA interface SQA interface SQA SQA CurrentStudents Module Registration Module Registration Assessment Assessment Assessment Register Assessment Register Award or Progression Award or Progression Student Records

  14. Funds &Bursary Attendance Class List SQA interface SQA CurrentStudents Module Registration Assessment Assessment Register Award or Progression Student Records rôle in ‘business’ SAAS Student funding SQA Registration & Awards HESA HE statistical returns UCAS national admissions system for full-time HE SFC Scottish FE and HE funding council SQA Entry qualifications Manage & run UHI:UHI RAMIDMLIS & ICT systems SLC Student Loans Company FES FE statistical returns

  15. Funds &Bursary Attendance Class List SQA interface SQA CurrentStudents Module Registration Assessment Assessment Register Award or Progression IDM as part of the ‘business’ UHI username/password(Directories) incomingStudents IDM H:/ folder(NetWare) Minerva People UHI email(GroupWise) UHI libraryborrower (OLIB) PATESi Courseenrolment Library card /ID card Moduleregistrations Minerva Groups Moduleregistrations Moduleregistrations VLE teaching group(CLAN vle)

  16. Why ? • Save IT and Library staff trouble? • It does, but that is not why we are doing it • Make sure all students are enrolled? • YES • Make Student Records a *management tool* for the business instead of being just a record of what has already happened 

  17. When ? • Allocate accounts *before* enrolment so as to assist induction processes • As soon as details are available • Only applies to students who go through some kind of records processing before enrolment • No help for ‘walk-ins’ (but nothing is) • Lock accounts on the day individual students are *due* to leave (planned expiry) • No ‘summer gap’ for continuing students • No summer clearouts anymore: only delete expired accounts, and should be able to do so in-year 

  18. Student lifecycle (multi-Annual) course (another) course application 1st year - P 2nd year enrolment P Createwithplannedexpiry Lockonexpiry Unlockandextend

  19. How will ID flow around? • Novell Identity Manager • Student records STAFF & STUDENTS  IDM system • IDM system  eDirectory • IDM system  Active Directory • eDirectory  GroupWise • Password synchronisation  all of the above • Siva2 • eDirectory to everywhere else: CLAN vle, MVN forum, self-provisioning through GuanXi Idp, Shibb world, etc • Alistair Young is our software development ID expert

  20. ID Flow design SITS:Vision student record holds permanent identity PRStable STUtable UHI.AC.UKproductionGroupWise Create/ modify Create/ modify Create/ modify UHI_NDS_TREEproductioneDirectory UHI_IDM_TREEidentitymanagementsystem UHI.ADproductionActiveDirectory REG4 DEP1 IDM-AD create Self-service portal Passwd sync Passwd sync Siva2

  21. Comparison: Siva1 • Home-made: very flexible but requires in-house effort for maintenance and development • Create-only: seek and ignore existing accounts • Deals with Students only • Logic for user account defaults is in java code • ‘pliers’ utility to get data from SITS: unreliable • Although Java code, method for GroupWise is Windows™ only: would prefer to be on Linux

  22. Comparison: IDM + Siva2 • Identity Manager • Manufacturer supported: drivers available for other systems too • Create or Modify logic, including changing end-date / withdrawal • SITS:Vision source for Staff as well as Students • New ORACLE based ‘minerva’ utility for feeder: more robust • Will be able to feed other future ID sources into the same place • Uses eDirectory template objects to define defaults for new users • Runs natively on Novell NetWare, Windows™ and Linux platforms • Web-based control interfaces based on iManager • Siva2 • Will run from triggers in the eDirectory API • Will not care how user is created: will fire for manual creates • Can do anything, including modify eDirectory accounts

  23. Siva Connected Systems • CLAN vle (which is heavily Groups based) • MVN forum (ditto) • GuanXi Identity Provider for Shibboleth • and everything else we build ourselves 

  24. What about Citrix? • Citrix likes Active Directory  • We decided to offer a UHI-wide Active Directory … • In parallel with e-Directory, not instead of • With the same content in both technologies • Our service offering is now Content instead of Technology  • Our users can use either (any) technology • Our job is to assure & sync the information

  25. Simplified ID Flow for Citrix SITS:Vision student record holds permanent identity PRStable STUtable UHI.AC.UKproductionGroupWise Create/ modify UHI_NDS_TREEproductioneDirectory UHI.ADproductionActiveDirectory REG5 IDM-AD Create/ modify create Magic Passwd sync Siva2

  26. Citrix needs to login to NetWare… • Citrix uses Active Directory authn  • But all Home Drives (H:) are NetWare  • Citrix has tools for login to both worlds  • But it doesn’t work ‘out of the box’ because we need Location at Login … • Behind the scenes, LDAP contextless login fails – Citrix can’t find the user’s e-Directory context 

  27. Call a consultant ! • If all our users lived in the same context Citrix would work just fine …  • With IDM, they can ! • A bespoke IDM driver maintains a ‘secret’ area in the e-Directory … • This is a flat space with an alias for each user … • All users appear in the same context 

  28. IDM to the rescue! • All users appear in the same context … • All users are also in their real context … • Novell choice dialogue at normal login  • So … • Carefully hide the Aliases container from all e-Directory users except IDM & Citrix • Take care not to break aliases • Tighten up so that all users are maintained by IDM (not by technicians) 

  29. Next Up • Bread & butter IDM becomes responsibility of records-oriented staff who know the data • Handle withdrawals etc. based on Academic Regulations (policy basis) • Provide more subtle information based on the information content of the student record • e.g. to run Sharepoint need up-to-the-minute Groups management in the Directory • Same communities as in Siva but distinct IDM flow • Common vocabulary so staff (users) can understand

  30. Technology • Designer for Identity Manager on Windows XP • Very good tool • Has all the basic drivers • Use to control and deploy, as well as to design • IDM3 on NetWare/ED • For eDirectory accounts • For GroupWise accounts • IDM3 on W2003/AD+ED • For AD accounts

  31. Development IDM platform • Same scale and structure as the real environment • Want to be able to copy IDM drivers back and forth easily • Designer for Identity Manager • Drivers dataflow and modification • IDM3 on NetWare/ED • VNC view of DSTRACE • IDM3 on W2003/AD and W2003/ED • VNC view of dstrace • iManager • Control of migration, driver On/Off, etc • Big fat VMware server with half a dozen virtual servers • Development environment is an important system worth resourcing

  32. Thank You! Q & A

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