jim farmer as presented at the portals2007 “up and running” conference 7 june 2007 | gettysburg...
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Jim Farmer
As presented at thePortals2007 “Up and Running” Conference
7 June 2007 | Gettysburg College, Gettysburg PA USA
From pilot to enterprise portalFive years and counting
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A portal is the toolbox of the knowledge worker
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“Portals are a journey of increasing functionality for
expanding communities."
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In the beginning
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Classic “portal”
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ityThe aggregation game…
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Administrative
Instruction
Library
Research
The University Web World
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With portlets
PortalFramework
Portaldatabase
Portlet A
Portlet B
Portlet C
Portlet D
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Aggregation today (by Yoodlee)
Financial, payment,
airline accounts
news
Federated email
Bankingactivity
Generated alerts
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Multiple target devices
From uPortal development, 2003
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Multiple “themes”
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ESUP Portail Project (France)
Most successful open source project in higher education.
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Denison University
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ityA brief history of portals
Waves of Implementation Examples
1 Aggregation of information Yahoo
2aIntegration with Administrative Systems
CampusPipeline
2b Open standard portlets JISC library portlets
3 Enterprise All of the above
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The evolution
First Year Fifth YearContent authority
One or two Hundreds
Users Public, students Public, faculty, students, alumni, administrators
Purpose Broadcast communication
Data resource, transactions, learning delivery, research environment
Driver Single signon Authorization, integration
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Agenda
• The information environment
• Governance
• Content
• Security
• Configuration
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The information environmentAn organizing perspective
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A perspective
The information environment
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Governance
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• Who gets to add, change, and delete content?
• Who gets to have access to what content?
• Who has final authority over style?
• Who is responsible for security of the site and for required recordkeeping?
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Approaches to governance
• Current organizational structures should be used to resolve policy issues.
• Otherwise a change in processes is being “imposed” on the organization externally.
• The policy issues should be understood and communicated in a way they can be understood.
“The Politics of Knowledge,” American Enterprise Institute, 21 May 2007
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Commentary
During the presentation an example was given where a special-purpose committee was used to gain resolution of portal issues. A similar example from Coventry University was given in a subsequent conference session. In both cases the portal was a college and university priority and had a fixed implementation date within six months.
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Modeling the organization
The IT industry view
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Modeling the organization
The higher education reality
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Modeling the organization
As users see it
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• Separate database
• Real-time data access from authoritative source (e.g. integration with the student system)
• Informal data entry (Columbia University’s “ski club” spreadsheet)
• Groups of groups (courses, sections, and study groups)
In version 3 of uPortal, an application independent of uPortal
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ContentThe information environment
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Portal coverage: first year
Portal coverage
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ityPortal coverage: second
yearAuthication/Authorization
Required
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Portal coverage: third year
IntegrationRequired
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ityPortal coverage: fourth
year
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Portal coverage: fifth year
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ityPortal coverage: for the
bold
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Security policy
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Security policy challenges
• Providing authentication
and associated
• “Level of assurance”
• OMB Memo 04-04NIST 800-63
• Economically feasible authorization
• Document perspective
• (Hierarchical) Inherited by “rank”
• Groups and permissions
• Required recordkeeping
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Evolution of security
• Single signon (Web signon)
• Groups and permissions
• Federated authentication and authorization
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Portal security
• Implied authentication
• User logged on to the portal sufficient
• Implied authorization
• User authenticated; applications only require authentication of user
• Authentication
• Level of assurance
• Authorization or information the application can use to make an authorization decision
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Level of assurance - proofing
• 1: Little or no confidence in the asserted identity’s validity.
• 2: Some confidence in the asserted identity’s validity.
• 3: High confidence in the asserted identity’s validity.
• 4: Very high confidence in the asserted identity’s validity.
Office of Management and Budget Memo 04-04, 16 December 2003
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Level of assurance - technical
• 1: Plaintext passwords or secrets are not transmitted across a network.
• 2: Single factor remote network authentication. At Level 2, identity proofing requirements are introduced.
• 3: Multi-factor remote network authentication.
• 4: Proof of possession of a key through a cryptographic protocol.
NIST 800-63, April 2006
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In higher education
• Level 0 – The identity of the user is not revealed, but the organization (college or university by IP address), the role (e.g. student or faculty), or other data (e.g. contract number) may be included for authorization.
• Library – “patron” and perhaps role: student, faculty, public
• Online Journal – college or university (e.g. JStor), contract number.
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Configuration
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Basic configuration
IntegratedDirectory
Computer A
Groups and Permissions
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Multi-application configuration
IntegratedDirectory
Computer A Computer B
Groups and Permissions
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SOA configuration
IntegratedDirectory
Enterprise Services Bus
Computer B
Groups and Permissions
Computer A
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ProviderApplication
Connector
ExternalApplication
WSRPJSR 168
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With portlets
PortalFramework
Portaldatabase
College announcements
Regional library
Learning system
Administration
WSRP
JSR 168
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• Gradual changes for users; minimizes user training, problem resolution
• Reduced risk of broad failure
• Opportunity to modify in accordance with usage
Year 1 2 3 4 5
Integration of Portal Projects
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Observations
• The portal technologies may be different, but the issues are similar (as this conference demonstrates).
• There are many ways to achieve a working portal, the “best” depend “upon local needs and environment.”
• Seek the one application that benefits a substantial number of users and drives adoption.