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Migrating to REFEDS R&S Phase II

Outline of Phase II

Start planning your migration to REFEDS R&S

If you are an IdP operator that supports the Research & Scholarship category, now is the time to start planning your migration strategy to REFEDS R&S! You have two options:

  1. Release the R&S attribute bundle to all R&S SPs, including R&S SPs in other federations
  2. Release the R&S attribute bundle to R&S SPs registered by InCommon only

Each option has consequences so read this page carefully. Choose exactly one of the previous options. Doing nothing is not an option!

R&S IdPs will be exported to eduGAIN

R&S IdPs that fully support REFEDS R&S (option #1 above) will be among the first IdPs to be exported to eduGAIN.

Migration Process for Existing R&S IdPs

An IdP migrates to REFEDS R&S by completing 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 either this:

    The configuration of an IdP that releases attributes to ALL R&S SPs
    <afp:AttributeFilterPolicy id="releaseToGlobalRandSSPs">
    
      <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>

    or this:

    The configuration of an IdP that releases attributes to R&S SPs registered by InCommon
    <afp:AttributeFilterPolicy id="releaseToInCommonRandSSPs">
      <afp:PolicyRequirementRule xsi:type="basic:AND">
    
        <basic:Rule xsi:type="saml:AttributeRequesterEntityAttributeExactMatch"
            attributeName="http://macedir.org/entity-category"
            attributeValue="http://refeds.org/category/research-and-scholarship"/>
        <basic:Rule xsi:type="saml:AttributeRequesterEntityAttributeExactMatch"
            attributeName="http://macedir.org/entity-category"
            attributeValue="http://id.incommon.org/category/registered-by-incommon"/>
      </afp:PolicyRequirementRule>
     
      <!-- attribute rules here -->
    
    </afp:AttributeFilterPolicy>

    Note that in either case there is no dependency on the legacy InCommon R&S entity attribute value. This is precisely what it means for an IdP to migrate to REFEDS R&S.

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

That's it! That's all you have to do to migrate to REFEDS R&S!

Important! Only the REFEDS R&S entity attribute value is exported to eduGAIN:

Exporting the R&S entity attribute

The legacy InCommon R&S entity attribute value

http://id.incommon.org/category/research-and-scholarship

is not exported to eduGAIN. Only the REFEDS R&S entity attribute value

http://refeds.org/category/research-and-scholarship

is exported to eduGAIN!

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

 

 

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