Page Under Construction
This page, and its children pages, are work-in-progress. Albert is working on refactoring the content organization for the FM Roadmap.
In January 2017, InCommon began to plan for a series of much-needed updates to this application, in partnership with talented business analysts, software developers, engineers and project managers at several firms. The work has resulted in the following roadmap.
FM Roadmap Themes
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Sequence_OKR / Theme: Baseline Expectations - SA Dashboard Implementation Requirements: Baseline Expectations - Dashboard
Federation Manager Sequence_OKR - Define and implement an additional tab on the SA Dashboard for Baseline Expectations to show current status for meeting the expectations as defined in: Implementing Baseline Expectations in InCommon Metadata
Technical Debt Targeted:
Complexity: (1-10, 10 is highest): 6
Effort: (Person-weeks): 4 weeks (~3 weeks clock time, including vacation time and holiday)
Resources: 20 hours BA, 10 hours business process owner, 10 hours designer, 2 weeks development, 1-week testing
Status: Start during the end of October 2019 / targeted completion end of November 2019
Supports Project: Baseline Expectations
Sequence_N9O / Theme: Executive Functions/SA/RAO Implementation Requirements: New Executive Functions
Federation Manager Sequence_N9O - Provide the following functions for Executive/SA/RAO modifications:
- Executive Portal providing the executive the ability to:
- Add, Update and Deactivate SAs and RAOs
- Modify Executive data including title, email, and phone
- Executive Update providing the RA the ability to:
- Replace a current Executive
- Modify email and/or phone for the Executive
- Deactivate an Executive
- Executive Portal providing the executive the ability to:
Technical Debt Targeted :
Complexity (1-10, 10 is highest): 7
Effort (Person-weeks): 16 / 8 Dev weeks (~11 weeks clock time, including vacation time and holiday)
Extra Resources Needed: A message delivery system for emails and SMS messages, set up by T&I DevOps, Community vetting, communications campaign/webinar, RA staff time to transition to new business processes and work with customers (NOTE: This phase should drive down RA staff time managing roles over time, but has some up-front overhead)
Status: Start during the beginning of December 2019 / targeted completion middle of February 2020
Supports Project: Baseline Expectations
Rework RA Functions
The development work for the redesign and development of the updated RA administration function will consist of the following 5 development phases:
- Phase 1 - Organization/People - Implements the search and display for the organization and people information
- Phase 2 - Intake - Implements simplification of the intake process for the RA.
- Phase 3 - Other Requestor Functions - Implements the addition of requests from external users in the Federation Manager. This will provide action item notification on the RA Dashboard and integrated web pages to replace the current smart forms.
Sequence_2AK / Theme: Rework Phase 1 (RA functions - Organization Details) Implementation Requirements: Organization
Federation Manager Sequence_2AK - Rework Phase 1 (RA functions - Organization/People):
- Provide the new look and feel for the SA Admin application:
- Organization Details
- All sections included on the organization details page and any additional pages displayed on this page
- Provide the new look and feel for the SA Admin application:
Technical Debt Targeted :
Complexity (1-10, 10 is highest): 3
Effort (Person-weeks): 7 / 8-10 weeks Dev
Extra Resources Needed: RA training (NOTE: This phase should drive down RA staff time managing roles over time, but has some up-front overhead)
Status: Start during the end of February 2020 / targeted completion during the middle of May 2020
Sequence_IIY / Theme: Rework Phase 2 (RA functions - Intake) Implementation Requirements: Intake – NOTE: Nick to review with Ann West to see if this needs to get moved up
Federation Manager Sequence_IIY - Rework Phase 3 RA functions - Intake:
- Provide the functionality to support the newly defined intake process
- Organization creation
- New executive review
- Executive creation
- Implement the executive vetting list for the RA Homepage
- Implement the external request functionality for executive changes
- Provide the functionality to support the newly defined intake process
Technical Debt Targeted :
Complexity (1-10, 10 is highest): 4
Effort (Person-weeks): 5 / 8-12 Weeks Dev
Extra Resources Needed: RA training (NOTE: This phase should drive down RA staff time managing roles over time, but has some up-front overhead)
Status: Start during the end of May 2020 / targeted completion during the end of August 2020
Sequence_V9U / Theme: Rework Phase 3 (RA functions - Other Requestor Functions) Implementation Requirements: External Change Requests
Federation Manager Sequence_V9U - Rework Phase 2 RA functions - Other Requestor Functions:
- The following functions will be implemented to allow external requests to be made and have notification provided on the RA Dashboard
- Site Administrator Changes
- Registration Authority Officer Changes
- Organization Termination
- New web pages will be added for these functions
- Current smart sheet functions will be replaced with web pages
- Action Item List will be added to the RA Dashboard
- Notifications for each change requested will be provided in the Action Item Section
- The following functions will be implemented to allow external requests to be made and have notification provided on the RA Dashboard
Technical Debt Targeted :
Complexity (1-10, 10 is highest): 4
Effort (Person-weeks): 6-7 / 8-10 weeks Dev
Extra Resources Needed: RA training (NOTE: This phase should drive down RA staff time managing roles over time, but has some up-front overhead)
Status: Start during the beginning of September 2020 / targeted completion during the middle of November 2020
Follow-On Work
Sequence_45S / Theme: Delegated Metadata Administration Overhaul (Must wait until FM is behind I2 Collab Platform)
Federation Manager Sequence_45S - Delegated Metadata Administration Overhaul.
Change Delegated Admin to Include:
- Self-provisioning by delegated administrators
- The ability for delegated administrators to administer both Identity Provider and Service Provider metadata
- Remove delegated administrator provisioning/assignment by the SAs
- Provide a dashboard for delegated administrators displaying Identity Provider and Service Provider lists
Technical Debt Targeted:
Complexity (1-10, 10 is highest): 7
Effort (Person-weeks): 6-7 / 8 Weeks Dev (~10 weeks clock time, including vacation time and holiday)
Extra Resources Needed: Community vetting, communications campaign/webinar
Status: Start during the end of November 2020 / targeted completion during the end of January 2021
Supports Project: Baseline Expectations, Steward Program, general community requests and improved customer service
Sequence_59S / Theme: Automate Domain Control Validation
Federation Manager Sequence_59S - Automate Domain Control Validation (DCV) for entityIDs and scopes
Technical Debt Targeted:
Complexity: (1-10, 10 is highest): 5
Effort: (Person-weeks): 9 weeks (~11 weeks clock time, including vacation time and holiday)
Resources: 60 hours BA, 20 hours business process owner, 20 hours designer, 5 weeks DevOps, 4 weeks development, 1-week testing
Status: Start during the beginning of February 2021 / targeted completion during the middle of April 2021
Supports Project: general community requests and improved customer service
Note: need additional input from developers