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Bill,

The InCommon Technical Advisory Committee has launched an effort to develop a document that presents the landscape of identity-related projects of particular relevance to the Research and Education (R&E) community, including information about their state, the relationships among them, and gaps among those relationships and between the capabilities they provide and what is needed by this community. This Identity Landscape document is intended to provide information as input to strategic decision making by those providing leadership to the identified projects and to promote increased coordination among them. It will be written with those audiences in mind, though we also expect it to be shared widely with the R&E public.

As a representative of the CAS project, your participation in this effort would be invaluable to us and, we hope, to you as well.  In order to give you an idea of what we're looking for, I have included a quick set of questionnaire topics that we are using to collect basic information about each project, as well as answers to that questionnaire for the Grouper project, at the bottom of this message.  As you can see, we are looking for very brief summary information, although we may ask to schedule a telephone conversation at a later date to fill in additional information.  Simply replying to this note, editing your responses into the Questionnaire Topics below would be greatly appreciated.  We could also schedule a telephone interview to go through the questionnaire and draft answers for your review, if that works better for you.

Please let me know if you are willing to participate, or could designate someone else.  Don't hesitate to contact me if you have any questions.  Thank you for your help.

David Walker
InCommon Technical Advisory Committee
dhwprof@gmail.com

...

CAS 4.0 is the current work in progress an includes the following scope slated for 2013:

  • improved authN APIs to support multiple credentials (forces Major release per release strategy)
  • new skin and better support for mobile devices
  • Improvements to the Ldap Password Policy enforcement that are described here.
  • potentially other minor evolutionary improvements that would have been targeted for 3.6.

Approach to Work

How priorities are set, the process for releasing deliverables, collaborative work style, expectations of members, etc.

...


Notes

Miscellaneous notes that do not fit in the other categories.

 

Sample Grouper Response

DRAFT - Project Summary - Grouper - DRAFT
Project Name

Grouper Access Management System
Contacts

Tom Barton
Overview / Mission

Grouper is an open source toolkit for managing access using groups, roles, and permissions. It is designed to function as the core element of a common infrastructure for managing access information across integrated applications and repositories. Grouper combines multiple sources of group information, both automated and manual, in managing memberships and other group information in a Group Registry, a central information asset complementary to a site's Person Registry.

The Grouper project started in 2003 to address group management needs in higher education.  In this context, higher education is distinguished from most other enterprises in the following ways:
It is very decentralized.  Distributed management and delegation are very important.
Large numbers of identity sources must be accommodated.
Privilege is not tied closely to job titles.
Goals / Roadmap

Privilege management was added to Grouper in release 2.  The next release is 2.2 in about six months.  Highlights for that release include:
An administrative user interface to address the needs of beginning and intermediate users.
Support for any sized screen, down to mobile devices.
Greater orientation to a service catalog paradigm, including service tags and the concept of service administrators.
Integration for popular software like uPortal
Approach to Work

Grouper maintains two electronic mail lists, grouper-users and grouper-devs for communication.  "Those who show up make the decisions," and they try hard to get people to show up.  Decisions to move forward with new functionality require at least one adopter/partner who will use the functionality to assure the development is grounded in real needs.
Strategies for Sustainability

Grouper is an open source project with financial support from Internet2 for about 1.5 FTE spread over about 4 developers.  Internet2 also supports conference calls and a scribe.

The sustainability proposition is the value Grouper brings; it's not necessarily financial.  Grouper addresses a problem that people agree is good to work on.
Observed Gaps

Better capabilities to work with AD.  Grouper can provision AD, but nothing more.  Nobody's speaking up about this, but Gartner observed this in an evaluation of group management tools that otherwise rated Grouper well.
Closer work with CIFER.  The sustainability and governance models don't always mesh well, making collaboration a challenge.
Relationships with Other Projects

Grouper has touched many other projects.  For example,
Release 2 of Grouper inherited much of its functionality needs from the now defunct Signet project.
uPortal
Apereo / Jasig
Shibboleth
Kuali Rice
CIFER
Some engagement with Globus, although the fit wasn't very good.
Universities
University of West Bohemia contributed a POSIX UID/GID manager for Grouper
A consortium of 180 universities in central France with a shared instance of uPortal, managed by Grouper
SURFnet
Challenges

Organizational gaps, such as observed above for CIFER.
More Information

Grouper web site:http://www.internet2.edu/grouper/
Grouper Product Roadmap (https://spaces.internet2.edu/pages/viewpage.action?pageId=14517754)
Notes

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