Identity: Find it before federating it

Christopher M. Burry and Ace Swerling, Avanade
 

November 16, 2004 (Computerworld) It's exciting to anticipate multiplatform integration with Web services. Federated identity management has made recent headlines as part of this promise to streamline electronic business. It offers a taste of what's to come.
The very proposition of streamlining processes depends on reduced complexity. But in most companies, users have too many accounts, there are too many directories, and nothing interoperates securely. These issues must be resolved before seamless application integration becomes practical.
Confusion over how to proceed and the excitement over identity federation have led people to consider it a panacea to fix identity complexity problems. The idea has merit, but it's not a complete solution.

Reduce complexity
To create a system like that for driver's licenses, where a single identifier is recognized and honored everywhere, identities are mapped to each other across different environments -- whether infrastructure directories, applications or business processes. Identity federation stipulates that one identity is equivalent to another so IT doesn't have to reduce the typically massive number of user accounts.
This can cause problems. As more systems participate, the IT staff has to do more mapping. Multiple user accounts require still more mapping. When business conditions change the application environment, even more mapping has to be done. The resulting complexity increases cost and inhibits business benefit.
The prevailing wisdom over the past decade has been to solve identity complexity problems using a metadirectory for a measure of account consistency, plus middleware for security. The metadirectory copies account information to the various directories within a company. In theory, IT could avoid directory coordination across the enterprise: Application teams could use their own directories to speed implementation, and the metadirectory would handle interoperation.
However, enterprise applications often need custom programming to work with the middleware layer. The cost and complexity don't always lead to the single, enterprisewide identity/security infrastructure companies expect.
In the end, identity federation addresses some tactical problems but doesn't reduce the overall complexity of an environment.

Choose the right instrument
We recommend that our clients consider alternatives to the federation "cure." Metadirectories and identity federation were created because some situations are too complex to keep everything in a single directory. But this doesn't mean that all situations are too complex.
Remember, an integrated, secure environment requires four elements: accounts, authentication (log-in validation), authorization (rights and permission validation) and resources.
A single directory where multiple applications can use a single "account" simply reduces overall complexity. It's a more practical option than most think, because many of the affected systems fall under a common administrative authority. These conditions are similar to those in server consolidation.
Where a single directory is impractical, metadirectories, security middleware and identity federation are perfectly viable. But they must contribute to the goal of cutting complexity and cost while increasing flexibility and functionality. Consequently, they're best suited to systems that don't fall under a common authority and hence are more appropriate for intercompany scenarios than intracompany ones. They help intracompany scenarios for short-term migrations but aren't as good in the long run.
With so many tools in the toolbox, it's important to choose the right ones -- based on a thorough understanding of the problem set. The preparatory steps from our previous column on directory implementation are applicable:


With a solid understanding of the situation, it's possible to work on the solution. Options include combinations of enterprise directory, metadirectory and identity federation. Identify circumstances that can be served by a single directory. Where that's impractical, consider alternatives such as a metadirectory.
Initiate security integration at the infrastructure level to bind security environments across heterogeneous systems in as streamlined and straightforward a fashion as possible. Security can then be undertaken at the application level.
Concurrent with this process, we recommend defining standards for these tasks to manage impact on employees' work process.

Work in concert
Simplifying identity will lead to a technical architecture that supports process orchestration. It's analogous to an orchestra, with musicians seated so that the conductor can lead the performance. The conductor's job would be impossible if the musicians were arranged haphazardly.
Federated identity management facilitates process orchestration. But simplification is the key. Though smaller, the chamber ensemble's seating arrangement is principally the same as the symphonic orchestra's. Set the stage properly, and federation is an option when it's time to connect with the outside world.

Christopher Burry is technology Infrastructure practice director and a fellow for Avanade Inc., a Seattle-based technology integrator for Microsoft that's a joint venture between Accenture Ltd. and Microsoft. Ace Swerling is an MCSE within Avanade's technology infrastructure practice. Send comments or questions to Christopher.Burry@avanade.com.