Softens language in 2.1 for Ken.
[java-idp.git] / doc / InQueue.html
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141                 InQueue Federation Policy and Configuration Guidelines<br>
142                 Version 1.1<br />
143                 August 4, 2003<br />
144
145                 <h3>InQueue Federation Policy and Configuration Guidelines</h3>
146
147                 <h4>1.  Introduction to InQueue</h4>
148                 <blockquote><p>
149                         The InQueue Federation, operated by Internet2, is designed for
150                         organizations that are becoming familiar with the Shibboleth software
151                         package and the federated trust model.  InQueue provides the basic
152                         services needed for a federation using Shibboleth:</p>
153
154                         <ul>
155                                 <li>maintenance and distribution of participating site description and
156                                 security files;</li>
157                                 <li>a central WAYF ("where are you from") web site;</li>
158                                 <li>specification of operational procedures and policies, including
159                                 user data (attribute) definitions; and</li>
160                                 <li>example target and origin sites with which to test
161                                 interoperability.</li>
162                         </ul>
163
164                         <p>Participating in InQueue permits an organization to learn about the
165                         Shibboleth software via the experience of multi-party federated access,
166                         while integrating its services into the organization's procedures and
167                         policies.</p>
168
169                         <p>The InQueue federation is specifically <b>not</b> intended to support
170                         production-level end-user access to protected resources.  Organizations
171                         operating target sites are strongly discouraged from making sensitive or
172                         valuable resources available via the Federation.</p>
173                 </blockquote>
174
175                 <h4>2.  InQueue Policies</h4>
176
177                 <h4>2.1  Participation</h4>
178
179                 <blockquote><p>An organization may join InQueue as an origin, as a
180                         target, or both.
181                         Participants are expected to be authorized representatives of
182                         their organization.  Internet2 reserves the right to make final
183                         decisions about participation in the Federation.</p>
184
185                         <p>InQueue is intended to serve as a primary federation
186                         for an organization only during the period an
187                         organization is learning about Shibboleth and federated
188                         operations.  Upon completion of this period, the
189                         organization is expected to join a Federation (or some
190                         other management solution) that meets its long-term
191                         operational needs. </p>
192
193                         <p>By joining InQueue, an organization agrees that the
194                         Federation can list their name on the Federation web
195                         site as a member of the Federation.</p>
196                         
197                         <p>In joining InQueue, an organization will make a good
198                         faith effort to maintain a web page describing their use
199                         of Shibboleth. This page will be linked from the
200                         Federation member list.</p>
201
202                         </blockquote>
203
204                         <h4>2.2  Data management</h4>
205
206                         <blockquote><p>
207                                 By participating, origins agree that all attributes sent
208                                 to targets in the Federation to the best of their knowledge accurately
209                                 represent information about the authenticated individual accessing the
210                                 target resource.</p>
211
212                                 <p>Targets agree to dispose of all received
213                                 attributes properly by not mis-using them, aggregating them, or
214                                 sharing them with other organizations.</p></blockquote>
215
216                         <h4>2.3  Security management</h4>
217
218                         <blockquote><p>InQueue distributes a set of root certificates for
219                                 issuers from which server certificates may be obtained to identify
220                                 InQueue server components.
221                                 Additionally, sites with certificates not rooted
222                                 in one of these trusted roots may have these certificates added to the
223                                 appropriate trust file.  Targets must have a certificate signed by an
224                                 acceptible CA.  The list of certificate authorities used by
225                                 InQueue is:</p>
226                                 <ul type="circle">
227                                         <li><a href="http://www.verisign.com/">Verisign/RSA Secure Server CA</a></li>
228                                         <li><a href="http://bossie.doit.wisc.edu/cert/i2server">Internet2
229                                                 HEPKI Test CA</a></li>
230                                         <li><a href="http://www.cren.net/crenca/">CREN CA</a></li>
231                                 </ul>
232                         </blockquote>
233
234                         <h4>2.4  Attributes</h4>
235                         <blockquote><p>The InQueue 
236                                 Federation specifies a set of attribute definitions to support basic
237                                 attribute-based authorization.</p>
238                                 <ol>
239                                 <li>If a Federation member sends or receives an Attribute Assertion 
240                                 containing the InQueue policy uri and referencing one of the listed
241                                 attributes, 
242                                 the syntax and semantics of the associated attribute value should
243                                 conform 
244                                 to the definitions specified in the <a href="http://www.educause.edu/eduperson/">EduPerson specification 2002/10</a>
245
246                                 <ul type="circle">
247                                         <li>eduPersonPrincipalName</li>
248                                         <li>eduPersonEntitlement</li>
249                                         <li>eduPersonAffiliation (expressed in a slightly different form via
250                                         a new attribute called eduPersonScopedAffiliation)</li>
251                                 </ul>
252                                 <li>If a Federation member sends or receives an Attribute Assertion 
253                                 containing the InQueue policy uri and referencing one of the listed
254                                 attributes, 
255                                 the syntax and semantics of the associated attribute value should
256                                 conform 
257                                 to the definitions specified in the relevant <a href="http://www/ietf.org">IETF</a> RFCs.
258
259                                 <ul type="circle">
260                                         <li>cn
261                                         <li>sn
262                                         <li>telephoneNumber
263                                         <li>title
264                                         <li>initials
265                                         <li>description
266                                         <li>carLicense
267                                         <li>departmentNumber
268                                         <li>displayName
269                                         <li>employeeNumber
270                                         <li>employeeType
271                                         <li>preferredLanguage
272                                         <li>manager
273                                         <li>roomNumber
274                                         <li>seeAlso
275                                         <li>facsimileTelephoneNumber
276                                         <li>street
277                                         <li>postOfficeBox
278                                         <li>postalCode
279                                         <li>st
280                                         <li>givenName
281                                         <li>l
282                                         <li>businessCategory
283                                         <li>ou
284                                         <li>physicalDeliveryOfficeName
285                                 </ul>
286                                 <li>If a Federation member sends or receives an eduPersonEntitlement Attribute Assertion 
287                                 containing the InQueue policy uri and containing one of the listed
288                                 values, 
289                                 the syntax and semantics of the associated attribute value should
290                                 conform 
291                                 to these definitions
292
293                                 <ul type="circle">
294                                         <li>urn:mace:incommon:entitlement:common:1
295                                         <p>The person possesses an eduPersonAffiliation value of faculty, staff,  or student, or qualifies as a "library walk-in".
296                                         
297                                 </ul>                           
298                                 </ol>
299                         </blockquote>
300
301                         <h4>3.  Joining InQueue</h4>
302
303                         <blockquote><p>To join InQueue, origins <a href="mailto:shib-support@internet2.edu?subject=Shib%20Origin%20Site%%0D%20%2020Application"> submit a request to
304                                         shib-support@internet2.edu</a> containing the following
305                                 information:</p></blockquote>
306
307                         <blockquote>
308                                 <ul type="circle">
309                                         <li>Domain Name of the origin site (e.g., Ohio State's is
310                                         "osu.edu").</li>
311                                         <li>Complete URL to access the Shibboleth Handle Service at the site.</li>
312                                         <li>The CN (usually the hostname) of the HS's certificate's subject.
313                                         This should also be the value of <span class="fixedwidth">edu.internet2.middleware.shibboleth.hs.
314                                                 HandleServlet.issuer</span> in <span class="fixedwidth">origin.properties</span>.</li>
315                                         <li>Any shorthand aliases the WAYF should support for the origin
316                                         site (e.g., Ohio State, OSU, Buckeyes)</li>
317                                         <li>Contact names and addresses for technical and administrative
318                                         issues.</li>
319                                         <li>The URL of an error page that users selecting this origin from
320                                         the WAYF may be referred to by targets if Shibboleth
321                                         malfunctions. (optional)</li>
322                                         <li>If the HS's certificate is not issueed by one of the root CAs
323                                         used
324                                         by InQueue, then it must be submitted in Base64-encoded DER (aka
325                                         "PEM") format.</li>
326                                         <li>(optional) Briefly describe the organization's planned uses of Shibboleth.
327                         </ul></blockquote>
328
329                         <blockquote><p>To join InQueue, targets must <a href="mailto:shib-support@internet2.edu?subject=Shib%20Target%20Site%%0D%20%2020Application"> submit a basic application to
330                                         shib-support@internet2.edu</a> containing the following
331                                 information:</p></blockquote>
332
333                         <blockquote>
334                                 <ul type="circle">
335                                         <li>The name of the organization</li>
336                                         <li>Contact names and addresses for both administrative and
337                                         technical purposes</li>
338                                 </ul>
339                         </blockquote>
340
341                         <h4>4.  Configuration for Using InQueue</h4>
342
343                         <blockquote><p>Once your site is accepted into and added to InQueue,
344                                 the following configuration parameters must be entered to ensure
345                                 interoperability and compliance with federation guidelines.  Consult
346                                 the Shibboleth Deploy Guides for further information on these fields
347                                 and on <span class="fixedwidth">origin.properties</span> and <span class="fixedwidth">shibboleth.ini</span>.</p></blockquote>
348
349                         <blockquote><h5>4.a. Origins:</h5>
350
351                                 <dl><dd class="attribute"><span class="fixedwidth">edu.internet2.middleware.shibboleth.hs.HandleServlet.siteName</span>
352                                         </dd><dd class="value"><p>Must be populated with a URI that will
353                                         be assigned by InQueue when you are accepted into the
354                                         federation.</p></dd><dd class="attribute"><span class="fixedwidth">edu.internet2.middleware.shibboleth.audiences</span>
355                                         </dd><dd class="value"><p>This field must contain InQueue's <span class="fixedwidth">urn:mace:inqueue</span> URI, and may contain other federation URIs as well.</p></dd></dl>
356                                 </blockquote>
357
358                                 <blockquote><h5>4.b. Targets:</h5>
359
360                                         <dl><dd class="attribute"><span class="fixedwidth">wayfURL</span>
361                                                 </dd><dd class="value"><p>This field must be set to InQueue's simple WAYF at <span class="fixedwidth">https://wayf.internet2.edu/InQueue/WAYF</span>.</p></dd><dd class="attribute"><span class="fixedwidth">[policies]</span>
362                                                 </dd><dd class="value"><p>This section must contain <span class="fixedwidth">InQueue = urn:mace:inqueue</span>, and may
363                                                 contain other federation name/value pairs as well.</p></dd>
364                                         </dl>
365                                 </blockquote>
366
367                                 <blockquote><h5>4.b.i. Refreshing Federation Metadata:</h5>
368                                         <p>Once your target site is accepted into the InQueue federation, it is necessary that you periodically
369                                         update the target's federation metadata.  This metadata includes information used to identify and authenticate
370                                         InQueue sites.</p>
371                                         
372                                         <p>InQueue's metadata is digitally signed, so the first step is to obtain the InQueue signing certificate.  
373                                         It can be downloaded from <span class="fixedwidth">http://wayf.internet2.edu/InQueue/internet2.pem
374                                         </span> and has a fingerprint of:</p>
375                                         <p><span class="fixedwidth">b4 42 6c 1e 8b 7d 8e b3 68 03 00 e4 c4 57 dd 74 89 f8 9a 80</span>.</p>
376
377                                         <p>The following commands can be used to obtain the federation's metadata:</p>
378                                         <p><span class="fixedwidth"> $ cd /opt/shibboleth/etc/shibboleth</span></p>
379                                         <p><span class="fixedwidth">$ ../../bin/siterefresh --url http://wayf.internet2.edu/InQueue/sites.xml
380                                                 --out sites.xml --cert internet2.pem</span></p>
381                                                 <p><span class="fixedwidth">$ ../../bin/siterefresh --url http://wayf.internet2.edu/InQueue/trust.xml 
382                                                         --out trust.xml --cert internet2.pem</span></p>
383                                 </blockquote>
384
385                                 <h4>5.  Testing</h4>
386                                 <blockquote><p>A <a href="https://wayf.internet2.edu/shibboleth/sample.jsp">sample shibboleth target</a>
387                                         is available for testing newly installed origin sites.  New targets can make use of a sample origin, 
388                                         which is listed as "Example State University" on the InQueue WAYF ( Username: demo / Password: demo ).</p></blockquote>
389
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