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- Review Your Identity-Related Policies and Practices. While it is likely that you already an Identity and Access Management (IAM) program, now is a good time to review it in light of your current requirements and those of the federation.
- Join InCommon. Ensure that your institution is prepared to commit to InCommon's multilateral trust framework and sign the InCommon Participation Agreement. As mentioned above, this will likely involve coordination among technology, policy, and operations personnel, not only the person with the institutional authority to actually do the signing.
- Designate Organizational Contacts. Designate the people who are authorized to act on behalf of your institution and each of its Identity Providers (IdPs) and Service Providers (SPs) in technical, security, management, and administrative roles.
- Deploy Software. If you haven't already done so, deploy the IdP and/or SP software that you will be using in the federation.
- Register Federation Metadata. Enable your IdPs and SPs to interoperate with the rest of the federation by registering them in the federation metadata.
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