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.

General FM Roadmap Themes

Special Section on 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_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 

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

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

Archived Information