The following resources can be used for training associated with federations. Some of this material was created by REFEDS and some by other organisations. Please note the acknowledgements and licenses.
Getting Started - Business Case
| Resource | Description | Audience | Authors / Licenses |
|---|---|---|---|
High level overview of the value of identity federations.
| Decision Makers | Heather Flanagan for REFEDS. Creative Commons CC BY 3.0. | |
| Business Case for adopting SAML based federations at institutions. | Decision Makers / Project Managers. | Curtis and Cartwright for JISC. Unknown license. | |
| Jisc Institutional Preparedness Report | An approach taken by Jisc to assess the readiness of its organisations to adopt federated access. Approach could be reused. | Decision Makers. | Curtis and Cartwright for JISC. Unknown license. |
| Federation "Soft" Skills | A federation provides a technical framework for in which the federation operates. The federation however requires some additional soft components to ensure its growth and sustainability.
| Federation staff. | Terry Smith, AAF and APAN TF-IAM. |
| Introduction to Federated Identity | Introduction designed for NREN Development Support workshop in Sofia, 2014. | Decision makers | Brook Schofield for GÉANT |
Getting Started - Federation 101
| Resource | Description | Audience | Authors / Licenses |
|---|---|---|---|
Training module developed by Ann Harding and Nicole Harris for staff at GÉANT. | Non-technical / customer facing staff. | Ann Harding and Nicole Harris. GÉANT Project. | |
| What is Federation? | Training developed by APAN TF-IAM group for new federation development in the APAN region.
| Project Managers / Decision Makers. | Terry Smith, AAF and APAN TF-IAM. |
| AARC Federation 101 | Various documents supporting a 101 approach to understanding federations. | Project Managers. | AARC project. |
| Federation 101 Refresher | Part 1 of a course developed for Federation as a Service training. Covers authentication / authorisation, attributes in federations and main roles within the federation. | Federation Operators. | Peter Schober, Aconet for GÉANT |
| What is Federation? | Part 2 of a course developed for Federation as a Service training. Covers basic federation structure. | Federation Operators. | Lukas Hämmerle, SWITCH for GÉANT. |
| Interfederation | Part 3 of a course developed for Federation as a Service training. Covers interfederation approaches. | Federation Operators. | Peter Schober, Aconet for GÉANT |
Community Use Cases
| Resource | Description | Audience | Authors / Licenses |
|---|---|---|---|
| Federation for Virtual Organisations | Slideset looking at the use cases for federation for researchers and virtual organisations. | Project Managers | Heather Flanagan, NSRC. |
| Research Community Requirements | Part of training module developed by Ann Harding and Nicole Harris for staff at GÉANT. | Project Managers | Ann Harding, SWITCH for GÉANT |
| NREN Identity Strategy | Part of training module developed by Ann Harding and Nicole Harris for staff at GÉANT. | Project Managers | Ann Harding, SWITCH for GÉANT |
| NREN Identity Strategy | Introduction designed for NREN Development Support workshop in Sofia, 2014. | Project Managers | Nicole Harris, REFEDS Creative Commons CC BY 3.0. |
Building a Federation
| Resource | Description | Audience | Authors / Licenses |
|---|---|---|---|
| Federation Policy Template | Template document for federation policy creation. | Federation Managers / Federation Steering | Marina Vermezovic, Mikael Linden, Natalija Radosevic, Peter Schober, Brook Schofield. GÉANT Project. |
| Training associated with federation policy development. | Federation Managers / Federation Steering | Nicole Harris for REFEDS. Creative Commons CC BY 3.0. | |
| Federation Policy Training | Training developed by APAN TF-IAM group for new federation development in the APAN region. The federation rules provide the basic trust in the federation.
| Federation Managers / Federation Steering | Terry Smith, AAF and APAN TF-IAM. |
| Metadata Registration Practice Statement | Template document for a federation metadata registration practice statement. | Federation Managers / Federation Steering | Nicole Harris for REFEDS. Creative Commons CC BY 3.0. |
Federation Part 2 and Federation Part 1 | Part of course developed for Federation as a Service training. | Federation Managers / Operators | Lukas Hämmerle, SWITCH for GÉANT. Peter Schober, Aconet for GÉANT. |
| Implementing a Federation Resource Registry | Training developed by APAN TF-IAM group for new federation development in the APAN region.
| Federation Managers | Terry Smith, AAF and APAN TF-IAM. |
| SWITCH Resource Registry | Example of how SWITCH operates a resource registry. | Federation Operators | Lukas Hämmerle, SWITCH for GÉANT. |
| JAGGER training | Training book for JAGGER as used by Federation as a Service. | Federation Operators | GÉANT project. |
| eduGAIN Best Practice Guide | Assists federations to produce all the required information for each step in order to streamline the process for both joining federations and the eduGAIN Operations Team. | Federation Managers / Federation Steering | Enabling Users team, GÉANT. |
Attribute Release / Entity Category Training See also the new online course: https://e-academy.geant.org/moodle/course/view.php?id=22 | The goal of the training is to assist identity federation operators in deploying attribute release practices for the Home Organisations and Service Providers in their federations. The training covers:
| Federation Operators | Mikael Linden for GÉANT. Nicole Harris for REFEDS. Creative Commons CC BY 3.0. Rhys Smith, JISC. Lukas Hämmerle, SWITCHaai. Femke Morsch, Surfconext. |
APAN 42 - TF-IAM: Bringing the Campus into a Federation (PDF) | Presented at APAN 42; day two of a three-day workshop on identity and access management from the campus level (day 1) to the federation. | Federation Operators / Federation Managers | Nicole Harris, GÉANT Brook Schofield, GÉANT Creative Commons CC BY 3.0 |
For IdPs / SPs
| Resource | Description | Audience | Authors / Licenses |
|---|---|---|---|
| Discovery Guide | Guidelines on how to implement the AAI discovery process effectively. | Service Providers (and Identity Providers). | REFEDS. Creative Commons CC BY 3.0. |
| Discovery Service | Training developed by APAN TF-IAM group for new federation development in the APAN region.
| Federation Operators, Service Providers and Identity Providers. | Terry Smith, AAF and APAN TF-IAM. |
| Guidelines and slides associated with SP training run by AARC. | Service Providers. | GÉANT for AARC. | |
| IAM Online Series | Really useful series of monthly meetings hosted by InCommon. Recent highlight sessions include (but there are many many more): | Identity Providers, Service Providers, general audience. | InCommon. |
| Sirtfi Training | Training on the Sirtfi Entity Category and framework. | Federation Operators, Service Providers and Identity Providers. | GÉANT GLAD Team |
| Attribute Release Training | Training on attribute release. | Federation Operators, Service Providers and Identity Providers. | GÉANT GLAD Team |
Campus Education
| Resource | Description | Audience | Authors/License |
|---|---|---|---|
| A slide deck, expanded from the material presented at WACREN 2016, for educating campuses around why SSO, why federation, and best practices in this space. | general audience, Federation Operators, Campus Administrators | Creative Commons CC BY 3.0. |