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  1. After deployment, the "My Metadata" screen is initially empty.
  2. Using an "Add Role" button (we might rename it if a better suggestion arises), the user can select one of the following: SAML IdP, OIDC OP, SAML SP, OIDC RP.
  3. Regardless of the selected role, the user can set up a Display Name and a Logo.
  4. If the SAML IdP role is selected, a checklist of supported entity categories will be available:
    1. Research & Scholarship
    2. Anonymous Access (v2)
    3. Pseudonymous Access (v2)
    4. Personalised Access (v2)
  5. If the SAML SP role is selected, the following settings/attributes are available:
    1. Research & Scholarship
    2. Code of Conduct

As a

System Administrator

I want to

Set up the initial identity roles and metadata for the newly installed instance, so that the instance can participate in one or more federations as either a Service Provider (SP/RP), Identity Provider (IdP/OP), or both.

Description:

Upon completion of the installation process, the system instance must be configured to participate in one or more federations. These federations may include SAML federations, a collection of OpenID Connect (OIDC) parties, or internal organizational federations. The instance can assume the role of a SAML Service Provider (SP), SAML Identity Provider (IdP), OIDC Relying Party (RP), OIDC OpenID Provider (OP), or a combination of these roles.

Acceptance Criteria:

  1. Initial Screen State:

    • After deployment, the "My Metadata" screen should be displayed with no pre-configured roles or metadata.
  2. Add Role Button:

    • A button labeled "Add Role" should be available on the "My Metadata" screen. This button may be renamed based on better suggestions for clarity.
    • When the "Add Role" button is clicked, the user should be presented with a selection of roles:
      • SAML Identity Provider (SAML IdP)
      • OIDC OpenID Provider (OIDC OP)
      • SAML Service Provider (SAML SP)
      • OIDC Relying Party (OIDC RP)
  3. Role Configuration:

    • Upon selecting any of the roles, the user should be able to configure the following general attributes:
      • Display Name: A user-defined name that will represent this role within the federation.
      • Logo: An optional logo image that visually represents the role in the federation.
  4. SAML IdP Role Configuration:

    • If the user selects the SAML IdP role, they should be presented with a checklist of supported entity categories to choose from:
      • Research & Scholarship
      • Anonymous Access (v2)
      • Pseudonymous Access (v2)
      • Personalized Access (v2)
  5. SAML SP Role Configuration:

    • If the user selects the SAML SP role, they should be provided with the option to configure the following settings/attributes:
      • Research & Scholarship
      • Code of Conduct

Notes:

  • The user interface should be intuitive and guide the user through the process of role selection and configuration.
  • The roles and their configurations should be saved and reflected in the "My Metadata" screen after the setup is completed.
  • Future updates may include additional roles or settings based on evolving federation requirements.

Adding remote entity metadata

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