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When a new identity federation applies to join eduGAIN, the eduGAIN Secretariat and business development team will work closely with them to help them prepare and meet all the membership requirements.  The following steps will be taken and will be used as a template to manage Candidate applications. Each "step" may run concurrently, depending the on the readiness of the federation.

Candidate Name
OTRS Ticket Number

eduGAIN New Candidate Process

StepsRequirementsActionsOwnerTimeframeNotes
Step 1: Initial application meeting / readiness discussion

This initial meeting will talk the candidate through the joining process, get an understanding of the technical infrastructure of the federation and it's maturity and also share information about useful resources for the federation such as the eduGAIN website and wiki and the REFEDS resources. 

If not already familiar, federations will also be talked through the available document templates and the various eduGAIN tools that can be used for testing compliance and reviewing issues.

  •  Organise meeting with federation, eduGAIN Secretariat, eduGAIN BD and other relevant parties
  •  Add federation to edugain-discuss mailing list
  •  Ensure a formal ticket is open for the federation application in OTRS
  •  Set up candidate profile on wiki to track progress

BD


Sec


BD

Sec



Step 2: Collect required information for membership application

There are a number of formalities that need to be addressed before a federation can become a membership candidate.  These are known as the "joining checklist" and represent the core information that is held about each federation to enable metadata consumption and to start the trust building process.


https://technical.edugain.org/joining_checklist

  •  Contact email
  •  Security contact
  •  Management contact
  •  Signed declaration
  •  Metadata source
  •  Signing certificate
  •  Governance delegate and deputy
  •  Federation website
  •  Federation policy
  •  Federation MRPS
  •  Contact OT to add federation as a candidate on the eduGAIN website
Sec / OT

Step 3: eduGAIN Secretariat review of federation documentation

The eduGAIN Secretariat will undertake an initial review of the federation Policy and MRPS documents and may invite others to help support this process.   The aim of this step is to help the federation identify any potential issues that might come up from the community review process and ensure step 5 goes as smoothly as possible.
  •  Undertake review of federation documentation
  •  Initial feedback from the eduGAIN Secretariat on documentation review
  •  Organise meeting to discuss feedback if appropriate

Sec




Step 4: Technical review
  •  Work with OT to ensure certificate is correct
  •  Review of metadata against validator checks
  •  federation metadata should run with no errors for the period of time taken to complete the candidate assessment
Sec / OT

Step 5: membership review of federation documentation




Step 6: voting
  •  Prepare vote in Zeus
  •  Prepare voting record page on wiki
  •  Run vote for period of 2 weeks



Step 7: formal registration




...