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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:
- Release the R&S attribute bundle to all R&S SPs, including R&S SPs in other federations
- 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:
- Review the authoritative REFEDS Research & Scholarship Entity Category specification
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.
- 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.