Background & Basics

This is a staging area for material for which JRA3 is fully or partially responsible in the GN4-2 PLM Processes.

Any operational material is available at SA2.

The matrix of responsibilities for transition to production is also at SA2

Process

Processes are documented ad interim on Sharepoint pending update of the PLM site.

Useful Templates/Resources

• CBA Word document, customised for JRA3
• CBA Payback schedule excel, customised for JRA3
• Roadmap template
• PID Template - general
• Production Transition Templates for Service Definition, Policy and Branding and Operational docs- use as early as is sensible, not just in transition.
• GÉANT SD Response SLAs - for inspiration

Subtask to Product Mapping

eduGAIN

Target Gate: None. In production.

Main service Documents

NIF:

CBA:

• v2 Text and Excel. Document was not formally evaluated by management. 
• v1 Text. Document is over 4 years old.

PID:

Roadmap: Proposal for eduGAIN versioning

Service Description: GN3plus PLM Version; GN4-2 SA2 Operations Version.

Service Policy: https://technical.edugain.org/documents - Declaration v2, Consitution v2, other supplemental policies inc. CoCo v1.

Service Design Documents: 

Branding: Materials

e-Science/enhanced eduGAIN support

Target gate: Production

Target review date: Sept/Oct

Task: 2.

Pilot Documents

PID: Draft. To be updated with transition plan.

CBA: Document
, Payback xls To be updated to revise figures/estimates, and add in federation of last resort feature.

Roadmap: Feature in main eduGAIN roadmap. 

Service Description: Draft To be updated with fed of last resort feature.

Service Policy: To be delivered.

Service Design doc: Draft in progress To be updated.

Pilot plan:

• High level outline as presented REFEDS Nov 2016
• KPIS: Section 2.1.4 of CBA. To be revised.

Production gate Documents

PID:

CBA:

Payback schedule:

Service Description and Design:

Roadmap: Enhanced eduGAIN Support Roadmap.pptx

Operational documentation: Use templates at Service Template

To include

• OLA:
• User support worflows:
• Operations requirements: e.g Ops KPIs

Branding/visibility:

• Branding simply as eduGAIN support.
• No special web presence on innovation required - bundle with overall eduGAIN innovation section.
• Visibility - outreach at AARC, FIM4R, REFEDS meetings throughout the pilot period.
• Already presented at REFEDS/AARC November/December 2016

SIRTFI

Target gate: Design (Central infra) Pilot (BCP and support)

Target gate review date:

General pilot - M12 for BCP and support

Central design: M15 (provisional)

Central pilot M21 (provisional)

Task 1.

Documents

CBA: 

Roadmap: Feature in main eduGAIN roadmap. 

Service Description:

Service Policy: 

Service Design doc: 

Pilot plan:

• KPIS:

Branding/visibility:

• Branding simply as eduGAIN supports SIRTFI as BCP.
• No special web presence on innovation required - bundle with overall eduGAIN innovation section.
• Visibility - outreach at AARC, FIM4R, REFEDS meetings throughout the pilot period.
• Plans Already presented at REFEDS/AARC November/December 2016

Cross-sector Interoperability

Target gate: Pilot

Task 3

Documents

CBA: 

Roadmap: Feature in main eduGAIN roadmap?

Service Description:

Service Policy: 

Service Design doc: 

Pilot plan:

• KPIS:

Branding/visibility:

• Branding simply as eduGAIN Cross-Sector/eIDAS interoperability within eduGAIN.
• No special web presence on innovation required - bundle with overall eduGAIN innovation section.
• Visibility - outreach at AARC, FIM4R, REFEDS meetings throughout the pilot period.

eduGAIN f-ticks Monitoring

Target gate: Pilot

Task 1

Documents

CBA: 

Roadmap: Feature in main eduGAIN roadmap?

Service Description:

Service Policy: 

Service Design doc: 

Pilot plan:

• KPIS:

Branding/visibility: N/a, a regular eduGAIN feature. 

Simple Service Provider Registration

Target gate: Production

Task 2

Target gate date: Combine with e-Sci support target transition date Sept 2017

Documents

CBA: 

Roadmap: Feature in main eduGAIN roadmap

Service Description:

Service Policy: 

Service Design doc: 

Operational Requirements:

Operational Docs:

OLA: 

Operational Processes:

User Support:

Branding/visibility:

• Branding simply as eduGAIN support.
• Marketed only via User Liaison and other GÉANT services to particular groups of inter federation-only scope e.g. SA4 cloud.
• Engagement with federations via eduGAIN SG
• Priority given to classic federation model, this is a process of last resort.

OIDC eduGAIN Profile

Target gate: Design

Task 3 + task 1

Documents

CBA: 

PID:

Roadmap: Feature in main eduGAIN roadmap, TBD on representing individual roadmap 

High level baseline Service Description:

Service Policy: 

Service Design doc:

Branding/visibility: OIDC Profile of eduGAIN

MFA profile:

Target gate: Design

Target date: M18

Task 3

Documents

CBA: 

PID:

Service Description: BCP for use of MFA in eduGAIN

Service Policy: 

Service Design doc: 

Roadmap: Product Output is BCP documents. How to represent?

Branding/visibility: 

InAcademia

Target gate: Production

Target date: March 2018 (inc. finance etc.)

Task 2

Documents

CBA: Cost Benefit Analysis - InAcademia v5 (7).docx Excel payback schedule is inserted in the Word Document

Roadmap: Roadmap InAcademia for Pilot gate.pptx

Service Description: Section 11 of CBA

Service Policy:

• Users and usage
  • Customers of this service are all services (merchants) that want to provide benefits to members of the Academic community
  • Home institutions support an affiliation validation transaction by InAcademia between an enduser and the services/merchants
  • All endusers of academic institutions from GEANT partner federations may use this service
• InAcademia Cost and Revenue distribution

Service Design Documents:

• InAcademia Requirements and Design
• InAcademia Incoming Licences
  
  

Pilot Plan: Draft

KPIS: Section 5 of CBA

Branding: Approved by Karl Meyer, and the trademark for InAcademia successfully registered. 

eduTEAMS 

Target gate: Pilot

Target date August

Task 2

Documents

CBA: CBA-eduTEAMSPilot.docx, payback-eduteams-pilot.xlsx

PID: eduTEAMS-pilot-PID.docx

Roadmap: eduTEAMS-Roadmap.pptx

EC Deliverable: Background information

Service Description: Included in EC Deliverable

Service Policy: Source material, in development. Principles outlined in CBA.

Service Design Documents:  Market Analysis GN4-1, Functional Architecture ; Technical Architecture ; VM Platform, EC Deliverable GN4-2.

Pilot Plan: eduTEAMS-pilot-plan.docx

Branding: Complete in collab with NA2. Website

Baselined Operational Reqs: Initial consultation w SA2 complete. TBD during pilot.

IdP as a Service

Target gate: Design

Task 1

Target date for material end April.

Documents

CBA: Draft in progress

Baselined PID:

Baselined Roadmap:

Baselined Service Description:

Baselined Service Policy:

Service Design Documents:

Assurance

Target gate: Design

Task 2

Documents

CBA: 

PID:

Service Description: 

Service Policy: 

Service Design doc:

Roadmap: 

Branding/visibility: 

eduKEEP

Target gate: Design

Task 3

Documents

CBA: 

PID:

Service Description: Product Output is BCP documents. How to represent?

Service Policy: Product Output is BCP documents. Policy BCP can be developed, is this what is wanted?

Service Design doc:

Roadmap: Product Output is BCP documents.

Branding/visibility: GÉANT/EC to be acknowledged as sponsor of work. Material to be available on GÉANT website as White Papers/BCP documents.

Discovery

Target gate: Design

Task 2

Documents

NIF: Draft

CBA: Draft

Baselined PID:

Baselined Roadmap:

Baselined Service Description:

Baselined Service Policy:

Service Design Documents:

eduroam

Target gate: None, in production.

Task 4

Main Service Documents:

See Production wiki.

eduroam Managed IdP

Target gate: Production

Target date:TBD

Task 4

Documents:

PID: Document

CBA: Document, Payback Schedule

Roadmap:

• Roadmap, PLM-style
• Roadmap, SW-style (outdated)

Service Description: eduroam Managed IdP (Pilot)

Service Policy: idem, chapter 2 - update with additional eligibility to use as discussed 16/2

Service Design Documents:

• Original GN4-1 deliverable 9.3
• Client CA - architecture
• Server CA - architecture
• Components and Workflow

Pilot Plan:

• basic UAT: validate all steps of workflow
  initial signup
  manual one user creation
  CSV user creation
  invitation issuance
  installer pickup
  eduroam usage
  credential expiry /revocation
• input regarding various design choices
  tracing: how important is it group users across credentials with Chargeable-User-Identity?
  product exclusivity: Managed IdP XOR normal RADIUS profiles
  import: is the choice "manual" and "import by CSV" sufficient? Which other user upload method would people like?
  credential communication: is it okay to leave means of sending invitation token to admin? Shall we implement a "Send by email/Skype/Facebook"?
  deadman switch: is this appreciated/its necessity understood? What would be a comfortable interval for participants?
  end-user import: is the "one time import password" mechanism understood? If any, what are its UX problems?
  OS autodetection: does this work well enough - and do end users "get it" that they should visit the download page with the exact device they want to configure?
  re-use of invitations: one invitation, one credential, one device? Or should invitation allow multiple devices, or be good for a certain amount of time for an arbitrary number of devices?
• Cost recovery and pricing model - verify the assumptions of required income for sustainability post GN4-2 as per CBA figures. Define a final target price before transition to service.

KPIS - See CBA and PID.

Branding: eduroam Managed IdP - agreed with KM. Visible only on parts of user interface. (name-brainstorming)

geteduroam

Target date: Design

NIF: Document