Meteor. Tim Cameron, NCHELP. John Gill, Texas Guaranteed. NCHELP Summer Institute July 14-17, 2002

Transcription

1 Meteor Tim Cameron, NCHELP John Gill, Texas Guaranteed NCHELP Summer Institute July 14-17,

2 Overview and Current Status 2

3 How does Meteor Work? 3 Meteor uses the concepts of Access Providers and Data Providers. A Meteor Access Provider allows inquirers to obtain information through its web site by hosting a copy of the Meteor software, which generates the request to the Data Providers for the borrower s information. Access providers can be Schools, Guarantors, Lenders, Servicers, or Secondary Markets.

4 How does Meteor Work? A Meteor Data Provider hosts a copy of the Meteor software that enables them to respond to the Access Provider s request for information, supplying data from their system. Data Providers are typically Lenders, Servicers,, Guarantors, and Secondary Markets. In the future, the Dept. of ED, State Grant authorities, Schools, and others could become Data Providers. 4

5 Simplified Meteor Process Access Providers Data Providers Financial Aid Professional/ Student One Two Index Providers Three 5

6 Meteor Maturity With the reference implementation IM+M did a great job of proving the technology The past year has been spent gathering the business requirements and matching them to the appropriate architectural solution Usage scenarios Business rules Data/system security Authentication and authorization 6

7 Meteor Standards Business messaging using XML Collaboration with the PESC XML Forum for Education Based on IFX Standards Consistent with the Department of Education s Common Record and the current NCHELP CommonLine XML initiative 7

8 Meteor Standards Transport Collaboration with the Electronic Exchange Advisory Team of the NCHELP Electronic Standards Committee High Performance Channel 8

9 Meteor Standards Authentication Based on SAML Collaborative effort with Shibboleth Industry standard doesn t currently exist, but will converge with standard when it is available 9

10 Meteor Architecture Meteor employs a web services architecture No central data repository Peer-to to-peer communications Seamless aggregation of information for users 10

11 Meteor is Cutting Edge In the world of web services applications, Meteor is leading the way Meteor s open-source web service architecture can be the example for student aid services, as well as other education applications, and even growing into broader IT considerations 11

12 Meteor Implementation Phases Current Phase Multiple data providers Multiple access providers Loan Summary & Detail Information Financial aid professional (school) access 12

13 Meteor Implementation Phases Next phase Financial aid professional and student/borrower access 13

14 The Current State of Meteor Affairs March 18-20, 2002: Tallahassee, FL (OSFA) Purpose was to finalize configuration and setup of the Meteor code and its counterpart, HPC Very successful, exceeded expectations of the testing team 14

15 The Current State of Meteor Affairs April May 2, 2002: Meteor Security and Authentication Conference Calls Introduction Policy Review Model/Process Flow Review Technical Review 15

16 The Current State of Meteor Affairs 16 May 15-17, 17, 2002: Chicago, IL (ISAC) Simulated Network of 24 Hubs Simulated Registry Server Tested the LDAP and Security Populated the Registry Information Including Public and Signed Keys Set Up Several Access Providers Set Up Several Data Providers Began Testing Business Cases Tested Connections, Data Retrieval and Information Display Tested Error Messages

17 The Current State of Meteor Affairs Threat Analysis Finalizing the Access/Data Provider Agreement Finalizing development of the Implementation Guide 17

18 The Current State of Meteor Affairs Estimated current phase public code release set for August 1, 2002 Early adopter implementation begins at public release through the end of

19 Early Adopters AES Connecticut Student Loan Foundation - GA Connecticut Student Loan Foundation - Lender Florida Dept. of Education, OSFA Georgia Higher Education Assistance Corporation Great Lakes Higher Education Corporation 19 Illinois Student Assistance Commission NELA National Student Loan Program Sallie Mae Student Loan Guarantee Foundation of Arkansas Texas Guaranteed USAFunds

20 20 Meteor Technology

21 Meteor Foundation Technology SOAP, LDAP, XML, Java These tools are freely available Open Source, as well as Commercially Supported Can run many platforms Linux, Sun Solaris, Other Unices AS/400 Microsoft Windows 21

22 Meteor Architecture XSLT Portal or Web Site Request Access Provider Generic Rules Engine XML Response Meteor System XML Request XML Response HTTPS XML Request XML Response Authenticate Index Provider Custom Code Data Provider Authenticate Authenticate Lightweight Directory Access Protocol (LDAP) 22 Legacy Data

23 Technology Requirements UML Uniform Modeling Language XML or Extensible Markup Language JSP or Java Server Pages,XML, XSLT JDBC for connecting to SQL DBs Ability to build connections to non-sql, legacy DBs TCP/IP & SOAP 23

24 Architectural Benefits Foundation for continued growth in collaborative student aid services Flexibility in implementation and deployment Low/no cost options for establishing this foundation 24

25 Access Provider Requirements A web site that acts as a portal to launch the Meteor channel The ability to implement the Meteor software The ability to send Meteor request messages and deal with Meteor response messages (if building your own presentation) Abiding by the rules of the game 25

26 Data Provider Requirements Ability to respond to Meteor data requests Connections to legacy data systems Gathering data and passing it back to the Meteor software Formatting or mapping the data to the Meteor XML message Abiding by the rules of the game 26

27 Meteor s Foundation Principles Open Source Open Collaboration Freely Available Controlled Participation Network But, do the current IT trends support this model? Let s examine similar efforts 27

28 IT and Open Source Linux is the most successful open source effort "What's really happening in a nutshell is Linux is becoming a dominant force in the financial services industry" Michael Evans, Head of Business Development, Red Hat Investment bank Morgan Stanley called Linux an "important evolutionary platform" and said Reuters' decision to support the standard was "important to our efforts and... strategic to Morgan Stanley." CSFB increased performance by 20% at a lower cost by using open technology 28

29 The Meteor Network But what about the participatory network aspect of Meteor? There is no good current example That does not mean that the approach is flawed, but just that it is new 29

30 Meteor is Cutting Edge In the world of web services applications, Meteor is leading the way Meteor s open-source web service architecture can be the example for student aid services, as well as other education applications, and even growing into broader IT considerations 30

31 Leveraging Technology Meteor has a big upside This release will have a moderate impact Future releases will be big enhancements The infusion of new technology creates opportunity for individual agencies 31

32 Opportunity Knocks Meteor implementation should be viewed as an opportunity to enhance customer service Customers are demanding more real-time access to information Meteor can be the vehicle for providing that access 32

33 33 Meteor Installation

34 Meteor Out of the Box What s on the Meteor CD? Installing Java or the JVM Installing the Application Server Installing the Access Provider Software Installing the Data Provider Software Installing MYSQL database Configuring the Access Provider Configuring the Data Provider 34

35 What s on the Meteor CD? Meteor installation and configuration instructions Windows platforms, Sun,IBM, Linux for Java Tomcat MySQL Database Meteor Software Access Provider Data Provider Index Provider Meteor source code Meteor Test Data High Performance Channel (HPC) software, code, and documentation 35

36 Installing Java or the JVM The following examples are simulating a windows install. On the CD find the directory D:\Windows Windows\Java Sun Double click j2sdk-1_4_0 1_4_0-win.exe Set your Environment variables Go to your control panel and click the system icon When the dialog box appears. Select the Advanced tab. Click the Environment Variables button. Click the new button Add the following in the variable name Box: JAVA_HOME Add the following in the variable value Box: f:\apps apps\java (Directory you installed java) Click the ok buttons until the dialogs are closed. 36

37 Installing the Application Server On the CD find the directory D:\Windows Windows\Tomcat Double click jakarta-tomcat tomcat b1.exe Set your Environment variables Go to your control panel and click the system icon When the dialog box appears. Select the Advanced tab. Click the Environment Variables button. Click the new button Add the following in the variable name Box: TOMCAT_HOME Add the following in the variable value Box: f:\app_servers app_servers\tomcat (Directory you installed tomcat) Click the ok buttons until the dialogs are closed. 37

38 Testing the Application Server Start Tomcat from the menu. Execute a web browers like Internet Explorer. Enter a url like jdlr.com:8080/index.html You should see the Jakarta main page. 38

39 Meteor Software Install Stop Tomcat from the menu. On the CD find the directorys and files D:\Meteor Meteor\AccessProvider\distdist AccessProvider.war D:\Meteor Meteor\DataProvider\distdist DataProvider.war Copy the war files to the Tomcat web-apps directory Start Tomcat Stop Tomcat (When you see that it created the Access Provider and Data Provider directories. You have just completed the meteor install. 39

40 Installing MySQL Database On the CD find the directories and files mysql win.zip Unzip to a temp directory From the temp directory. Execute setup.exe Go through the install. 40

41 Creating a database Go to the mysql bin directory and execute Winmysqladmin.exe A dialog of my admin should appear Go to the Databases tab Right click and in the databases area. Dialog should appear. Enter Meteor Click Create Database Close all dialogs. You have just created the database 41

42 Creating your Meteor Tables On the cd find D:\Meteor Meteor\DataProvider\etcetc meteor.mysql mysql.ddl Go to the windows command prompt and type Mysql Connect meteor At the mysql prompt, type: source meteor.mysql mysql.ddl; The database schema will be created. Verify this with the command show tables. You have just created the tables for meteor. 42

43 MySQL Setting Up a User Account From the mysql prompt mysql u u root mysql UPDATE USER SET Password=PASSWORD( new_password new_password ) WHERE USER= root root ; FLUSH PRIVLEGES 43

44 Loading some test data At the MySQL prompt run source c:/mysql mysql/testdata/sbs/testcase500_load554.xml.txt; <enter> To view data run select * from person; <enter> 44

45 Configuring the Access Provider You must now make several changes to the settings files located in TOMCAT_HOME\webapps\AccessProvider\WEB- INF\classes classes : Accessprovider.properties Meteor.default.institution.id Some unique value that identifies your organization. Authentication.properties Authentication.signassertion Authentication.identifier Directory.properties Directory.providerurl Ldap://x.x.x.x:389 (some URL for the directory provider LDAP server. Directory.basedn Dc=doe,dc=org 45

46 Configuring a Data Provider Example of database connection Modify $TOMCAT_HOME\webapps webapps\dataprovider\web- INF\classes classes\dataprovider.properties Set the following keys to appropriate values for your particular JDBC Database. com.prioritytech prioritytech.sample..sample.jdbcclass=org. =org.gjt. mm.mysql mysql.driver com.prioritytech prioritytech.sample.jdbcurl=.sample.jdbcurl=jdbc:my sql:// ://localhost:3306/meteor com.prioritytech prioritytech.sample..sample.jdbcuserid=admi n com.prioritytech prioritytech.sample..sample.jdbcpassword=ad min 46

47 Configuring a Data Provider 47 Example of demographic information Set the following keys to values appropriate for your organization. DataProvider.Data.Name=Priority Technologies, Inc. DataProvider.Data.ID=ED.PTI DataProvider.Data.URL= /Meteor DataProvider.Data.Type=SBS DataProvider.Data.Contacts..Data.Contacts.PhoneNum=(402) DataProvider.Data.Contacts. =meteor@.Data.Contacts. =meteor@priorityt ech.com DataProvider.Data.Contacts..Data.Contacts.Addr=1508 J F Kennedy Dr. DataProvider.Data.Contacts.Addr2=Suite 101 DataProvider.Data.Contacts.City=Bellevue DataProvider.Data.Contacts..Data.Contacts.StateProv=NE DataProvider.Data.Contacts..Data.Contacts.PostalCd=68005

48 Running Meteor Standalone For running Meteor without LDAP (demo / stand-alone alone mode) in directory.properties change directory.class from LDAPDirectory to PropertiesDirectory Then populate (create file / get from CD) directorydata.properties Then change Authentication.SignedAssertion SignedAssertion=No 48

49 Testing the Access Provider Start Tomcat from the menu. Go to localhost:8080/ :8080/AccessProvider/ and test the system using a known SSN. The system should return data (test SSN is often ). Should see the Meteor screen. This completes the testing of a meteor setup standalone. 49

50 Getting Ready for Production Before you can test and go into production within the Meteor network you must obtain the following. A digital certificate from a CA, like Verisign. You must present it to MAT to be signed. MAT will gather information needed to add you to the LDAP registry. They will add you to the LDAP registry. They will provide you with information to load your properties files. You will have to comply with all Meteor agreements. 50

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64 HELP! Who can I call to get more information Until the RFP is awarded, you can contact the Meteor Technical team members. They are listed on a number of sites. Meteor will be holding an installation seminar soon after the final release. me directly or post a question to the Yahoo Tech site. All members of the technology team receive the s. e 64

65 Summary The past year has been spent in making cutting-edge technology address real business objectives The Meteor architecture is advanced technology not not only in FFELP, but in all of IT This advanced technology provides collateral opportunities to enhance customer service. 65

66 Meteor Ongoing Status For current status and updates: Meteor Project Info: Meteor Implementers Page: mentorspage.htm Meteor Tech Info: Meteor Tech Info: 66

67 Questions If you have additional questions. Please nchelp.org tgslc.org 67