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Mary Ruddy
Gartner for Technical Professionals — Workshop: How to Build a Modern Federation Architecture for a Cloud, Mobile and Social World
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Traditional Federation
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Modern Federation
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How do you architect to meet the demands of social,
mobile, cloud, and big data ...
Without chasing after point solutions?
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Dance Analogy: A World of Modern Federation
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Workshop
1. Introductions
2. Federation Exercises
3. Five Key Patterns Driving Federation Evolution
4. Key Patterns Exercise
5. Break (Unstructured Discussion)
6. Group Discussion
7. Evaluation Criteria for Federation Technology
8. Discussion
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Exercise 1: Warm-up
Working by yourself for this first step,
identify
where your organization currently has federation,
who is served, and
what applications they access
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Exercise 1: Group
In groups of two to three
discuss your lists from warm-up together
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Five Key Patterns
Driving Federation Evolution
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Core Enterprise
Domain
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Core Enterprise
Domain
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Core Enterprise
Domain
Apps
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Users
Core Enterprise
Domain
Apps
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Users
Core Enterprise
Domain
Apps
Devices
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IAM
Users
Core Enterprise
Domain
Apps
Devices
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Subdomains
IAM
Users
Core Enterprise
Domain
Apps
Devices
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Cross-domain access is becoming more of a rule than
exception
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Changes in Federation
Architecture to Meet Increased
Needs
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Trends and Architectural Impacts
• Products and suites continue to add federation
• Federation technology is becoming more central to IAM architecture
• SaaS has sparked federation connector war
• A "cloud only" strategy is rarely the norm
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Federation Standards Are Evolving
• SAML
• OAuth 2.0
• OpenID Connect
• SCIM 1.1
• XACML 3.0
Standards support is not a check box
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STS Is Evolving
• Broader role of bridging silos
• Multi-protocol:
- Token issuance
- Transformation
• Gumball machine
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Software Is Becoming More Modular
• Products and suites are becoming more modular
• Federation modules have sub-modules:
- STS
- Federation IDP
- Federation SP
• Federation sub-modules aren't monolithic either:
- They are becoming more like services
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Federation and Authorization
• Enhancement of federation through the addition of EAM
• Benefits include:
- Centralized authorization policy management
- Richer authorization policy language
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Federation and EAM
Federation
Module PEP PDP PIP
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Federation and EAM
Federation
Module PEP PDP PIP
Federation IDP
Federation SP
STS
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Social Identity Is Driving Adaptive Access
Enterprise
Application
Enterprise-specific Trust Requirements
Available Identities
Trust Gap
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Adaptive Access Control Is Emerging
• Being added to federation offerings
• Being added to IAM offerings …
• (Banks have been doing this for a while)
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Modern Federation Architecture Elements
• Cloud
• Support for multiple open standards
• Modular
• STS bridges silos
• Social identities
• Adaptive access control
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Exercise 2
In groups of two to three
discuss challenges caused by these five patterns and how associated architectural elements apply
to your organization in the next nine months
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Subdomains
IAM
Users
Core Enterprise
Domain
Apps
Devices
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Evaluation Criteria for Federation
Technology Toolkit
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Need for Broader Federation Criteria
• Spreadsheet toolkit (and report)
• Lists capabilities needed to be a forward looking enterprise grade federation offering:
- List is sorted by 14 categories
- Categories are sorted by required, preferred, optional
- Specific enterprise needs will vary
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Federation Criteria Toolkit — Categories
1. Core Capabilities
2. Inbound Federation (Fed SP)
3. Repositories of Identity (Fed IDP)
4. Identity Standards
5. OAuth
6. XACML
7. User Management
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Federation Criteria Toolkit — Categories
8. Policy Administration
9. Other IAM Capabilities
10.Administrator Authentication
11.End-user Authentication
12.Client Access
13.System Integration
14.Operations Management
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Repositories of Identity (Federation IDP) — Required Criteria
Required Yes/No
LDAP
Microsoft Active Directory
Oracle
Microsoft SQL Server
MySQL
OpenID-based providers such as AOL, Google, PayPal and Yahoo
Commercial attribute provider support
Preferred Criteria Evaluated/Score: 0
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Standards — Required Criteria
Required Yes/No
SAML 2.0 Protocols
SAML 2.0 Bindings
SAML 2.0 Metadata
WS-Federation 1.2
WS-Policy 1.5
WS-Trust 1.4
Token transformation services for Kerberos
Token transformation services for Username
Required Criteria Evaluated/Score: 0
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Standards — Preferred Criteria
Required Yes/No SAML 2.0 U.S. Federal ICAM Profile NO
SAML 2.0 U.S. Federal ICAM Backend Attribute Exchange (BAE) 2.0 Profile NO
SAML x.509 Attribute Sharing (XASP)
OpenID 2.0 YES
OpenID 2.0 U.S. Federal ICAM deployment profile
Shibboleth
OpenID Connect
OpenID Connect reference implementation
OpenID Connect Basic Client
OpenID Connect Implicit Client
OpenID Connect Standard
OpenID Connect Messages
SCIM 1.1
SPML v2
WS-MetadataExchange (MEX) 1.1
Token transformation for X.509 certificate
Token transformation for Web access management systems
WS-Security
XML Signature
Preferred Criteria Evaluated/Score: 3
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Standards — Optional Criteria
Required Yes/No
SAML 1.x Protocols
SAML 1.x Bindings
SAML 2.0 Asynchronous Single Logout Profile Extension Version 1.0 Committee Specification 01
Other SAML 2.0 Profiles
Other OpenID 2.0 Profiles
OpenID Connect Discovery
OpenID Connect Dynamic Client Registration
OpenID Connect Session Management
OAuth 2.0 Multiple Response Types
SCIM 1.0
ID-FF 1.2
Token transformation for RACF
Token transformation for other formats
XML Encryption
RESTful API security
Other identity standards
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Federation Criteria Toolkit Scorecards
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Required
Preferred
Optional
Solution Scorecard
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Recommendations
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Recommendations
Plan on supporting multi-domain scenarios
Take a broader view of federation and include in general IAM planning
Make sure your federation product supports all needed standards capabilities
Choose federation products based on alignment of approach with longer term needs
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Action Plan for Enterprises
Monday Morning:
- Review IAM plan and identify where federation issues are relevant
Next 90 Days:
- Inventory current federation needs
- Inventory future federation needs
- Prioritize and group them
- Identify gaps in current federation infrastructure
Next 12 Months:
- Use evaluation criteria as input to next RFI/RFP
- Some enterprises will need multiple federation offerings
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Recommended Gartner Research
Understanding Modern Federation Trends and Their Influence on Identity and Access Architecture Mary E. Ruddy (G00251840)
Evaluation Criteria for Federation Technology Mary E. Ruddy (G00250194)
Decision Point for Identity and Access Management in Mobility Projects Ian Glazer (G00231043)
Decision Point for Federated Identity Mark Diodati and Bob Blakley (G00235089)
Identity Bridges: Uniting Users and Applications Across the Hybrid Cloud Mark Diodati (G00229282)
For more information, stop by Gartner Research Zone.
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