Migrating to REFEDS R&S Phase II

Outline of Phase II

Migration Process for Existing R&S IdPs

To migrate to REFEDS R&S, an IdP that supports R&S completes the following sequence of steps:

1. Review the authoritative REFEDS Research & Scholarship Entity Category specification

2. Change your IdP's attribute release policy from this:

   The configuration of an IdP that HAS NOT migrated to REFEDS R&S

   <afp:AttributeFilterPolicy id="releaseFullBundleToRandS">
   
     <afp:PolicyRequirementRule xsi:type="saml:AttributeRequesterEntityAttributeExactMatch"
         attributeName="http://macedir.org/entity-category"
         attributeValue="http://id.incommon.org/category/research-and-scholarship"/>
   
     <!-- attribute rules here -->
   
   </afp:AttributeFilterPolicy>
   

   to this:
   

   The configuration of an IdP that HAS migrated to REFEDS R&S

   <afp:AttributeFilterPolicy id="releaseFullBundleToRandS">
   
     <afp:PolicyRequirementRule xsi:type="saml:AttributeRequesterEntityAttributeExactMatch"
         attributeName="http://macedir.org/entity-category"
         attributeValue="http://refeds.org/category/research-and-scholarship"/>
   
     <!-- attribute rules here -->
   
   </afp:AttributeFilterPolicy>

   The latter configuration recognizes the REFEDS R&S entity attribute value instead of the legacy InCommon R&S entity attribute value.

3. Declare your ability to support REFEDS R&S by submitting a short form

That's all an existing R&S IdP has to do to migrate to REFEDS R&S!

When an IdP migrates to REFEDS R&S, a multivalued entity attribute is inserted into IdP metadata. Whether or not an IdP completes the migration, only the REFEDS R&S entity attribute value is exported to eduGAIN:

See the R&S Entity Metadata wiki page for details about entity attributes in metadata.