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Magnolia Conference 2009         © deron GmbH   September 200




Identity Management and Magnolia

                       Ralf Hirning
Magnolia Conference 2009   © deron GmbH   September 200




Introduction

IDM User Study 2009

IDM – an Overview

IDM Magnolia Integration

Integration Module
 Integration Module
Magnolia Conference 2009   © deron GmbH   September 200




Introduction

IDM User Study 2009

IDM – an Overview

IDM Magnolia Integration

Integration Module
 Integration Module
Magnolia Conference 2009     © deron GmbH   September 200


Company
 Spin Off from Fraunhofer Gesellschaft
 Foundation in 2001
 25 employees
 Locations
    Headoffice Stuttgart
    Köln / Burscheid
    Hamburg
    Zürich
Magnolia Conference 2009    © deron GmbH   September 200


Ralf Hirning
 15 years IT consulting and project management
 10 years CMS projects
 Magnolia projects
 Magnolia training
 Now: Identity Management consulting
Magnolia Conference 2009   © deron GmbH   September 200




Introduction

IDM User Study 2009

IDM – an Overview

IDM Magnolia Integration

Integration Module
 Integration Module
Magnolia Conference 2009   © deron GmbH   September 200


IDM: IT Business Process Management
Magnolia Conference 2009                                      © deron GmbH   September 200


Identity Management Usage

                       Identity Manag ement E ins atz
                                               23%
                                                     yes
                 34%

            no                                                    Ja

                                                                  In E inführung
                                                     7%   introducing
                                                                In P lanung

                                                                  Nein




  © deron                              36%   planned
Magnolia Conference 2009                                                                                  © deron GmbH                September 200


Definition of Processes ...
                                                          D e fin itio n d e r IT -G e s c h ä fts p ro z e s s e
                                               Interner Mitarbeiter [m it IdM]                                                Interner Mitarbeiter [ohne IdM]
                                               E x terner Mitarbeiter [m it IdM]                                              E x terner Mitarbeiter [ohne IdM]




 100%


                  90%


                  80%


                  70%
Häufig keit (in P roz ent)




                  60%

                  50%


                  40%


                  30%


                  20%


                  10%


                             0%
                                   A nleg en                        A k tivieren                                    D eak tivieren                              L ös c hen
                                  create                     activate                                       deactivate
                                                                                   IT -G e sc h ä ftsp ro z e sse
                                                                                                                                                        delete
© deron
Magnolia Conference 2009                                                                        © deron GmbH                      September 200


but ...
                                                                           D e fin itio n d e r Ä n d e r u n g s p ro z e s s e
                                                                Interner Mita rbeiter [m it IdM]                                   Interner Mita rbeiter [ohne IdM]
                                                                E x terner Mitarbeiter [m it IdM]                                  E x terner Mitarbeiter [ohne IdM]




    100%


                     90%


                     80%


                     70%
Häufig keit (in P roz ent)




                     60%


                     50%


                     40%


                     30%


                     20%


                     10%


                             0%

                                  change
                                   Na m ens änderung
                                                     change
                                                      P as s wortänderung
                                                                          changewec hs el change tion
                                                                            A bteilung s                    Mitarbeiterfunk        project c haftresponsibility for
                                                                                                                                   P rojek tm itg lieds   V era ntwortung
                                                                                                                                                           tec hnis c he-/

© deron
                                  name               password organization e d e s Ä n d e rn s
                                                                            IT -G e sc h ä fts p ro z e ss
                                                                                                           function                member technicalc ounts
                                                                                                                                                        funk tions ac
                                                                                                                                                                        accounts
Magnolia Conference 2009   © deron GmbH   September 200




Introduction

IDM User Study 2009

IDM – an Overview

IDM Magnolia Integration

Integration Module
 Integration Module
Magnolia Conference 2009                           © deron GmbH                     September 200


IDM functional layers
                                                                                              Approval process
                                                                      Entry new
                                                                   User information     for new accounts


 Business-Layer:
 Personal information
 Business role model
 IT business process
                                       HR            Orga




 IDM-Layer:
 Central identity store
                                                                              IDM
 Middleware


 Infrastructure:
 Provisioning                                   Microsoft
                                            Active Directory
                                                                Help Desk        SAP    VPN
                                                                                                       further
                                                                                                     applications

 Authorization management
                                                                                                                     ...
 synchronization                                   ADS           Help Desk        SAP   VPN
                                                                                                         ...
                                                                                                               ...
Magnolia Conference 2009   © deron GmbH                                September 200


Business Processes & IDM Components

                                                  Components of
                                                  Bausteine des
                                         Identity & Access Management


                                                Meta-Store für Accounts

                                                      Provisioning

                                                Workflow-Management

                                                   User Self Servie
                                                 Benutzer Self Service

                                               Role Based Access Control

                                                    Single Sign On

                                                       Federation

                                                         Audit

                                                Public Key Infrastructure
Magnolia Conference 2009   © deron GmbH                        September 200


IDM: The classical approach
pros:                                     HR

    data synchronization                            > Regelbasierte
                                                      rule based processing
                                                    Verarbeitung der
    simple initial user setup                         of HR data
                                                    Informationen aus HR


    fast implementation

cons:                                    IDM

                                                    > Regelbasierte
    a complete base installation                      rule based
                                                    Weiterverarbeitung
                                                      provisioning
                                                    der Daten
    is necessary
    no workflow integration
    overall benefits are low
                                         ADS
Magnolia Conference 2009   © deron GmbH   September 200


IDM: workflows and authorization management
pros:
    workflow integration
    extended user
    administration

cons:
    No auditing and reporting
    tools
    No role management
Magnolia Conference 2009                                  © deron GmbH                                           September 200


IDM: business roles & compliance
                                                                                                                    User-Self-Service
                                             > Personendaten                                                        > Access-Right Request
                                             > Orga-Zugehörigkeit
pros:                                        > ...
                                                                        HR      ORGA
                                                                                                      User
                                                                                                                    > Passwort-Self-Service
                                                                                                                    > ....




    audit and reporting in place
                                                                             RBAC
    extended user                                                                                                             > mehrstufiges
                                                                                                                              Genehmigungsverfahren

    administration                    Webfrontend für die
                                      IDM-Administration
                                                                                                                              > Eskalationsszenario
                                                                                                                              (Vertreterregelungen,
                                                                                                                              etc...)




cons:                                Administration                                 IDM
                                                                                                                              Manager A



    Additional expenses                Audit

    Long term strategy
                                                                                                                               Manager B

                                       Reporting

    necessary                                              > Regelbasierte
                                              Weiterverarbeitung der Daten                                                    Manager C


                                             > Anlage eines
                                            Home-Directorys                               > Anlegen des Benutzers
                                                                                          und Zuordnung innerhalb
                                                                                          der Struktur
                                                                                                                     > Automatisierte Zuordnung
                                                                                                                     der Gruppenzugehörigkeit

                                                                                    ADS


                                                                                                              X              X
Magnolia Conference 2009                                       © deron GmbH                                September 200


Real Challenge: multiple different Life-Cycles

  Mitarbeiter
  Life-Cycle           Anlegen
                                                                                                                       Anlegen
                                                                  Anlegen


  Löschen
                                    Aktivieren /
                                                                 Mail-                                             Projekt-Life-Cycle
                                    Reaktivieren             Verteilerlisten
                                                              Life-Cycle                                                                Ändern




                                                   Löschen
                                                                            Ändern
       Deaktivieren               Ändern
                                                                                                                        Prüfen




                                                                                                     Anlegen




                                                                                               Sammeluser Life-Cycle

                                                                                     Löschen                           Ändern




                                                                                                      Prüfen
Magnolia Conference 2009                     © deron GmbH   September 200


Real Challenge: multiple different change types
   Mitarbeiter
   Life-Cycle          Anlegen




   Löschen
                                      Aktivieren /
                                      Reaktivieren




        Deaktivieren                Ändern

                                                  name
                                                 function
                                               organization
                                             project member
                                             deprovisioning
                                                    ...
Magnolia Conference 2009                   © deron GmbH        September 200


Real Challenge: organizational change


                                  t



        OU ‘old’                      OU ‘new’


         Old Permissions
                             New Permissions



                                                 OU = organizational unit
Magnolia Conference 2009   © deron GmbH   September 200




Introduction

IDM User Study 2009

IDM – an Overview

IDM Magnolia Integration

Integration Module
 Integration Module
Magnolia Conference 2009              © deron GmbH   September 200


Email Integration



                                    IDM


                   Send email




                                  Magnolia


                  Admin             JCR
Magnolia Conference 2009              © deron GmbH   September 200


LDAP Integration



                                    IDM


                         Sync




     LDAP

                                  Magnolia
     LDAP Connector

                                    JCR
Magnolia Conference 2009                          © deron GmbH   September 200


Direct Integration

                                          IDM



                                                Create
                                  Query         Modify
                                                Delete


                                   Remote Module

                                      Magnolia


                                          JCR
Magnolia Conference 2009   © deron GmbH   September 200




Introduction

IDM User Study 2009

IDM – an Overview

IDM Magnolia Integration

Integration Module
 Integration Module
Magnolia Conference 2009        © deron GmbH   September 200


Remote Module - Filter
 Create filter to handle remote requests
 Define a URL pattern for the filter to handle
    /.remote/…
Magnolia Conference 2009   © deron GmbH   September 200


             Remote Module – XML Query
?xml version="1.0" encoding="UTF-8"?>
mgnl-command>
 <query repository="users"
   language="xpath"
   statement="//*"
   event-id="0815"/>
/mgnl-command>
Magnolia Conference 2009   © deron GmbH   September 200


Remote Module – XML Create
Magnolia Conference 2009     © deron GmbH    September 200


Remote Module – Config tag handler

                                Create tag handler for
                                    delete
                                    move
                                    rename
                                    …
Magnolia Conference 2009   © deron GmbH   September 200




Ralf Hirning
deron GmbH
Schelmenwasenstr. 32
70567 Stuttgart
Germany

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IDM Magnolia Integration Overview

  • 1. Magnolia Conference 2009 © deron GmbH September 200 Identity Management and Magnolia Ralf Hirning
  • 2. Magnolia Conference 2009 © deron GmbH September 200 Introduction IDM User Study 2009 IDM – an Overview IDM Magnolia Integration Integration Module Integration Module
  • 3. Magnolia Conference 2009 © deron GmbH September 200 Introduction IDM User Study 2009 IDM – an Overview IDM Magnolia Integration Integration Module Integration Module
  • 4. Magnolia Conference 2009 © deron GmbH September 200 Company Spin Off from Fraunhofer Gesellschaft Foundation in 2001 25 employees Locations Headoffice Stuttgart Köln / Burscheid Hamburg Zürich
  • 5. Magnolia Conference 2009 © deron GmbH September 200 Ralf Hirning 15 years IT consulting and project management 10 years CMS projects Magnolia projects Magnolia training Now: Identity Management consulting
  • 6. Magnolia Conference 2009 © deron GmbH September 200 Introduction IDM User Study 2009 IDM – an Overview IDM Magnolia Integration Integration Module Integration Module
  • 7. Magnolia Conference 2009 © deron GmbH September 200 IDM: IT Business Process Management
  • 8. Magnolia Conference 2009 © deron GmbH September 200 Identity Management Usage Identity Manag ement E ins atz 23% yes 34% no Ja In E inführung 7% introducing In P lanung Nein © deron 36% planned
  • 9. Magnolia Conference 2009 © deron GmbH September 200 Definition of Processes ... D e fin itio n d e r IT -G e s c h ä fts p ro z e s s e Interner Mitarbeiter [m it IdM] Interner Mitarbeiter [ohne IdM] E x terner Mitarbeiter [m it IdM] E x terner Mitarbeiter [ohne IdM] 100% 90% 80% 70% Häufig keit (in P roz ent) 60% 50% 40% 30% 20% 10% 0% A nleg en A k tivieren D eak tivieren L ös c hen create activate deactivate IT -G e sc h ä ftsp ro z e sse delete © deron
  • 10. Magnolia Conference 2009 © deron GmbH September 200 but ... D e fin itio n d e r Ä n d e r u n g s p ro z e s s e Interner Mita rbeiter [m it IdM] Interner Mita rbeiter [ohne IdM] E x terner Mitarbeiter [m it IdM] E x terner Mitarbeiter [ohne IdM] 100% 90% 80% 70% Häufig keit (in P roz ent) 60% 50% 40% 30% 20% 10% 0% change Na m ens änderung change P as s wortänderung changewec hs el change tion A bteilung s Mitarbeiterfunk project c haftresponsibility for P rojek tm itg lieds V era ntwortung tec hnis c he-/ © deron name password organization e d e s Ä n d e rn s IT -G e sc h ä fts p ro z e ss function member technicalc ounts funk tions ac accounts
  • 11. Magnolia Conference 2009 © deron GmbH September 200 Introduction IDM User Study 2009 IDM – an Overview IDM Magnolia Integration Integration Module Integration Module
  • 12. Magnolia Conference 2009 © deron GmbH September 200 IDM functional layers Approval process Entry new User information for new accounts Business-Layer: Personal information Business role model IT business process HR Orga IDM-Layer: Central identity store IDM Middleware Infrastructure: Provisioning Microsoft Active Directory Help Desk SAP VPN further applications Authorization management ... synchronization ADS Help Desk SAP VPN ... ...
  • 13. Magnolia Conference 2009 © deron GmbH September 200 Business Processes & IDM Components Components of Bausteine des Identity & Access Management Meta-Store für Accounts Provisioning Workflow-Management User Self Servie Benutzer Self Service Role Based Access Control Single Sign On Federation Audit Public Key Infrastructure
  • 14. Magnolia Conference 2009 © deron GmbH September 200 IDM: The classical approach pros: HR data synchronization > Regelbasierte rule based processing Verarbeitung der simple initial user setup of HR data Informationen aus HR fast implementation cons: IDM > Regelbasierte a complete base installation rule based Weiterverarbeitung provisioning der Daten is necessary no workflow integration overall benefits are low ADS
  • 15. Magnolia Conference 2009 © deron GmbH September 200 IDM: workflows and authorization management pros: workflow integration extended user administration cons: No auditing and reporting tools No role management
  • 16. Magnolia Conference 2009 © deron GmbH September 200 IDM: business roles & compliance User-Self-Service > Personendaten > Access-Right Request > Orga-Zugehörigkeit pros: > ... HR ORGA User > Passwort-Self-Service > .... audit and reporting in place RBAC extended user > mehrstufiges Genehmigungsverfahren administration Webfrontend für die IDM-Administration > Eskalationsszenario (Vertreterregelungen, etc...) cons: Administration IDM Manager A Additional expenses Audit Long term strategy Manager B Reporting necessary > Regelbasierte Weiterverarbeitung der Daten Manager C > Anlage eines Home-Directorys > Anlegen des Benutzers und Zuordnung innerhalb der Struktur > Automatisierte Zuordnung der Gruppenzugehörigkeit ADS X X
  • 17. Magnolia Conference 2009 © deron GmbH September 200 Real Challenge: multiple different Life-Cycles Mitarbeiter Life-Cycle Anlegen Anlegen Anlegen Löschen Aktivieren / Mail- Projekt-Life-Cycle Reaktivieren Verteilerlisten Life-Cycle Ändern Löschen Ändern Deaktivieren Ändern Prüfen Anlegen Sammeluser Life-Cycle Löschen Ändern Prüfen
  • 18. Magnolia Conference 2009 © deron GmbH September 200 Real Challenge: multiple different change types Mitarbeiter Life-Cycle Anlegen Löschen Aktivieren / Reaktivieren Deaktivieren Ändern name function organization project member deprovisioning ...
  • 19. Magnolia Conference 2009 © deron GmbH September 200 Real Challenge: organizational change t OU ‘old’ OU ‘new’ Old Permissions New Permissions OU = organizational unit
  • 20. Magnolia Conference 2009 © deron GmbH September 200 Introduction IDM User Study 2009 IDM – an Overview IDM Magnolia Integration Integration Module Integration Module
  • 21. Magnolia Conference 2009 © deron GmbH September 200 Email Integration IDM Send email Magnolia Admin JCR
  • 22. Magnolia Conference 2009 © deron GmbH September 200 LDAP Integration IDM Sync LDAP Magnolia LDAP Connector JCR
  • 23. Magnolia Conference 2009 © deron GmbH September 200 Direct Integration IDM Create Query Modify Delete Remote Module Magnolia JCR
  • 24. Magnolia Conference 2009 © deron GmbH September 200 Introduction IDM User Study 2009 IDM – an Overview IDM Magnolia Integration Integration Module Integration Module
  • 25. Magnolia Conference 2009 © deron GmbH September 200 Remote Module - Filter Create filter to handle remote requests Define a URL pattern for the filter to handle /.remote/…
  • 26. Magnolia Conference 2009 © deron GmbH September 200 Remote Module – XML Query ?xml version="1.0" encoding="UTF-8"?> mgnl-command> <query repository="users" language="xpath" statement="//*" event-id="0815"/> /mgnl-command>
  • 27. Magnolia Conference 2009 © deron GmbH September 200 Remote Module – XML Create
  • 28. Magnolia Conference 2009 © deron GmbH September 200 Remote Module – Config tag handler Create tag handler for delete move rename …
  • 29. Magnolia Conference 2009 © deron GmbH September 200 Ralf Hirning deron GmbH Schelmenwasenstr. 32 70567 Stuttgart Germany