As someone actively covering directory services and virtual directories, several innovations have caught my attention. The players within the virtual directory space are (in alphabetical order) Optimal IDM, Oracle, SAP, Radiant Logic, Red Hat, and Symlabs. When it comes to product development and innovation within the last year, you can split those vendors right down the middle. – Optimal IDM, Radiant Logic and Symlabs have been actively developing their product and churning out new features in new versions. The others have not been adding any features, but instead spent time changing logos, product names, default file locations and otherwise integrating the virtual directory products into the respective Oracle/RedHat/SAP identity management ecosystems. In fact, in some of the latter cases I ask myself whether it is likely to expect any virtual directory product innovations anymore.

So what’s new? Where’s the innovation happening?

Optimal IDM: New connectors have been added for Microsoft SQL Server 2008, eDirectory. A special version for Microsoft Sharepoint integration has also been released, as well as “automated compliance features” that monitor for changes that violate definable rules and alert administrators.

Radiant Logic: Its flagship product, formerly Radiant VDS (Virtual Directory Server) has been split up into to new products: The VDS Proxy Edition and the VDS Context Edition. The former is a classical virtual directory product that falls into the same category than Oracle VDS and the Symlabs Virtual Directory products. The latter is a mix of meta-directory and virtual directory features. Radiant Logic has rewritten major parts of the virtual directory core to make it more efficient in order to overcome performance problems that used to be a weak point in the product.

Symlabs: A full virtual tree functionality has been added. This makes the product easier to configure. In the past, a virtual tree had to be constructed by manually configuring plugins to filter and route requests. This had made configuration more difficult compared to other virtual directory products. This used to be a weak point in their products, like the performance used to be a negative point in Radiant Logic’s virtual directory server. Symlabs has also added a complete web-based remote administration interface that can be used instead of, or side-by-side with the local Java configuration interface.

What else is new? The latest piece of news comes from Symlabs who have released a competitive benchmark paper that contains the results of a comprehensive benchmark of the virtual directory servers from Oracle, Radiant Logic and Symlabs. The numbers speak for themselves. Of course, comparative tests by vendors must always be taken with a grain of salt. In the report, Symlabs encourages companies to do their own benchmarks to verify the results in the Symlabs study. However, the numbers are credible and document what has already been known for some time. The Symlabs product comes out as the fastest virtual directory. This is unsurprising, due to a very efficient internal design and a small footprint that this translates to a level of efficiency that surpasses other virtual directory servers.

At second place in the competitive benchmark comes Radiant Logic’s VDS Proxy Edition server, which is also interesting. Until end of last year, Radiant Logic’s virtual directory product was at the tail end of all performance benchmarks, beaten by both Oracle and Symlabs by – at least – a scale of magnitude. Radiant Logic has done some hard work last year to catch up, and it shows by surpassing the Oracle product in the benchmarks and coming in second place.

The virtual directory segment continues to be innovative. This is good for customers that are increasingly adopting virtual directories as simple point solutions to solve integration issues between applications and directory servers. However, innovation does not happen everywhere. It has been very quiet around Red Hat’s, SAP’s and Oracle’s virtual directory products for a long time – up to now, little has happened with those products. Optimal IDM, Radiant Logic and Symlabs have done some serious enhancements to their products and compete head-on in the virtual directory arena. Remember the old stereotype that smaller companies tend to be much more innovative than the larger ones?

I recently received a press release from UnboundID announcing the availability of a new “synchronization server”. This software keeps two LDAP servers in sync (as the name suggests) – bidirectionally. In theory very useful, and it’s free too. But there’s a small trick: the synchronization server supports both Sun’s DSEE (Directory Server Enterprise Edition) and the new Unbound ID Directory Server. In the release, Unbound ID makes no secret of what this software should be used for: to migrate away from Sun’s directory toward Unbound ID’s competing solution.

UnboundID is a start-up based out of Austin, TX. It was founded by several ex-Sun employees, including Neil Wilson, author of the “slamd” load generation engine, and formerly one of the key people behind Sun’s OpenDS. I have already raved about their new LDAP SDK for Java, in my opinion the finest and most complete LDAP development kit for any language ever written.

The company is going after the very lucrative Telco and large service provider market, and launched a frontal attack on Sun Microsystems, who is the market leader in that space. UnboundID is offering a 30-40% reduction in yearly maintenance costs if customers switch from DSEE to their solution. Of course there is the usual fine print, and this offer is limited to medium-sized directories with less than two million entries. Why should Sun customers switch from DSEE to UnboundID Directory? According to UnboundID, their server is faster, has less footprint and is supported on a wider platform range.

It is not really obvious to me however why Telcos and large service providers would want to switch. For one, DSEE has been the de-facto market leader for massive-scale directory services, and customer satisfaction is high (not just if you believe the marketing – I’ve personally heard the same from Telcos using the product). A directory server running in a Telco is an absolutely super-critical component, and ripping it out and replacing it is akin to heart surgery. DSEE is very mature after having been around for many years and the kinks have been ironed out in many very large deployments a long time ago already (in fact, I was in one of those deployments in 2002 – that was fun). UnboundID would obviously need to make a very good case and give organisations a high level of assurance for them to switch over. The Telco sector is much more innovative than others, and tends to be on the bleeding edge of technology – but even so, there is a reluctance to switch from a very mature product that “just works” to a brand-new product.

That’s why UnboundID offers the “synchronization server” in order to try to entice organisations to run both directory servers next to each other for a longer period – to evaluate and eventually become comfortable enough with the UnboundID server to make the switch. It seems that the “synchronization server” has been written specifically for this purpose.

Which, personally speaking, I think is a bit of a pity, but hopefully UnboundID will realise the immense value that this synchronisation server could have once they’ve gotten over their frontal attack on Sun. A generic synchronization server that would keep multiple directories from multiple vendors synchronised is a fantastic value proposition, and I’m sure many organisations would jump at it. Especially when it comes from such brilliant minds like Neil Wilson’s who is known for his awesome LDAP stuff.

I’ve recently been to Sun’s directory labs in the the beautiful city of Grenoble, France to talk about what Sun has in store with their two directory servers: DSEE and OpenDS. I’ve used many predecessors of DSEE (starting with the good old Netscape Directory Server) on several projects over the last decade and used to know it inside out. I’ve grown quite fond of it, and so has everybody else I know who has used the product. I wasn’t exactly sure why Sun embarked on its OpenDS project. Why reinvent from scratch what is already a perfectly great product? This question was on my mind, and I was eager to find out why.

When it comes to directory servers, most analysts like to classify them according to the market segments they address. In no particular order, they are: operating system/network, telco and service provider, enterprise and embedded. When it comes to the operating system/network directory servers, Active Directory rules – not necessarily because it is the best for this purpose (and just to be clear: it’s not bad either!), but – well – it’s so intrinsically linked to Windows that you don’t really have a choice. When Novell Netware was around, NDS and e-Directory was another candidate in that area, but it’s pretty much down to AD at this point in time. It’s in the other segments where it gets really interesting because there is some very active development and strong competition.

The Telco/Service provider directory segment is particularly interesting because only the highest scalable directory servers can even attempt to survive in this area. Sun has been very strong in this area for many years, and for a good reason: experience and continuous improvement. I’ve been involved first hand in several very large deployments of Sun Directory Server 5.0 (I think it was during the time when Sun called it “iPlanet Directory Server”). At that time, in the early years of this millennium, we deployed the server for hosting several hundreds of millions of entries. Yes indeed, about 120 Million entries! This was 2002, and at the time the sheer scale was pushing the envelope quite a bit -  but it didn’t just work, it actually worked quite well! Performance, Multi-master replication, and resilience were absolutely key for these types of installations. And sure – in the early versions of 5.0 there were some kinks that had to be ironed out of the replication protocol, but even then it was quite amazing how scalable the directory was, and how well it could actually be managed with such an impressive number of entries. Over the last 7 years, the directory server evolved even further – multimaster replication is rock solid and Sun has tinkered continously with the software to increase scalability way beyond what was already impressive in 2002. Nowadays, there are quite a few reference customers who run Sun directory server with literally billions of entries (incidentally, many of them in China – why am I not surprised ), and this is considered perfectly normal.

When it comes to reliability, a key to deploying very large directories is redundancy, and the possibility to balance loads and fail over between multiple instances. In the early days, load balancing appliances were used to do this (Alteon was really good at this in its days), but unless those applicances had specialised proxy features to handle the instrinsics of the LDAP protocol, this by itself wasn’t a very good option for large deployments. Sun had acquired a company called Innosoft a decade ago, and with it came a product called “DAR” – Directory Access Router – a fully fledged LDAP proxy. Over the years, Sun has enhanced DAR and bundled its next generation into Directory Server (now known as “DSEE”, Directory Server Enterprise Edition”) at no additional cost. Being an important cornerstone of very large and complex directory deployments, it fits like a glove into the directory service and extends it by offering extensive request routing functionality, high availability and performance features and simple mapping features. Previously, only the CA eTrust directory had these features.

I can talk all day about deploying telco directory services, because I’ve used to do it for a living, and am still fascinated by the sheer volume and raw power involved But there’s another two very glorious aspects of directory services, and they can be found in the enterprise and in the still fairly recent embedded directory segment.

The enterprise directory segment is where most of the innovation is happening. Enterprises are typically not as focused on performance, and often more interested in integration, security and manageability. Integration is a very big topic, because the directory service is a crucial piece in any identity management infrastructure. And we’re usually not talking about “a” directory either – most enterprises have many different directory servers, containing either different user populations, or part of the same users but for different purposes. It is in the integration area where much innovation has happened in the directory area. Is doesn’t surprise me that most enterprise directories nowadays feature simple virtual directory functions. That was not the case five years ago, when I worked for a virtual directory vendor. At that time directory service vendors did not foresee virtualisation features as being an important part of their portfolio – perhaps because some of those vendors were also selling an “identity manager” type provisioning system and thought that any directory integration could be solved by deploying a full-blown provisioning system and brute force copying data around Well, this wasn’t really a feasible solution in all cases, so it is only natural that virtual directory companies such as OctetString and Maxware were acquired, and other vendors are “rolling their own” virtualisation features.

Some of the features that are not obvious, but extremely useful in the enterprise scenario are exactly those that allow a directory server to easily interoperate with provisioning, virtualisation and synchronisation products. Technically, the features in LDAP server that are relevant here are persistent queries, incremental updates and proxy auth. These are low-level features that are absolutely crucial when identity “managers” and provisioning services interface with directory servers.

Some other desired features within the enterprise directory segment are about password services and policies. In the vast list of featureds to be found in most modern directory servers are sophisticated access control lists that are expressive enough to configure a finely grained access control policy for deciding who gets access to what type of information. This used to be very important in the past but is getting less important as access control rules on the directory servers tend to be simpler nowadays, because changes typically ocurr through provisioning systems, and not that much any more directly to the LDAP server. Password policies are also a typical feature used in enterprise directory servers (you know – minimum length, character combination, auto-lockout,auto-expiry, and all those things). And of course, keeping track of when users last logged on – very helpful in order to identity dormant accounts.

Another important detail is also how passwords are stored, and how they can be migrated from one server to the other. As a general rule, it’s always good to offer administrators choice. Obviously passwords need to be well protected. But the approach of some directory vendors (specifically Microsoft and Novell) to “secure” their directories has backfired – the directory servers hoard the passwords and don’t even offer any possibility for administrators to export encrypted password hashes. You may wonder whether this “secure” feature is actually a hidden “lock-in trap”! That has created a secondary market around password “synchronisation solutions” in order to overcome the deficiency in the product itself, where the product’s designers thought they had to be smarter than the poor administrators who actually need to deploy, migrate and maintain them.

Last but not least, let’s not forget about one of the very important aspects of enterprise directory services. They need to be simple to deploy, administer and maintain! In the telco area it may be considered acceptable if the directory administrator team features several fully trained relational database administrators, but in enterprise environments that can be too much overhead. Directory servers that make use of relational databases for storing their directory data, such as Oracle’s OID and IBM’s Tivoli Directory Server can point to the advantages of running a directory services platform on a rock-solid database foundation (in these cases, Oracle and DB2 respectively). But the extra administration overhead can be considerable. CA has traditionally used the Ingres relational database for its eTrust Directory Server, but has now in the latest Version 12 switched to something called “DXgrid” – a revolutionary internal memory-mapped storage that not only offers incredible throughput, but also eliminated a significant portion of administration. Sun has since always used a simpler, but very fast and highly scalable data store for its directory server called BerkeleyDB – the same used also in most installations of OpenLDAP.

After mumbling on for quite a discourse I actually wanted to get to the point of Sun’s OpenDS, and the question that I wrote in the beginning of this entry. Why reinvent from scratch (OpenDS) what is already a perfectly great product (Sun DSEE)? As it turns out, there’s been a new segment for directory server that is steadily growing: the one of embedded directory services. For example, packaged solutions that require a directory server internally. Or “black box” appliances with a provisioning interface that contain – guess what – a directory server. A few years back, it was OpenLDAP that was typically shipped with those solutions, because it was free, open and could be embedded easier than other full-fledged directory server products. Now it is OpenDS that is continuously gaining ground, and for good reason. With its incredibly easy set-up, minimal administration, OpenDS epitomises what an embedded directory stands for. And on top of that, the scalability and performance are world-class. Development on OpenDS is, as the name implies, well – open. The development team features Sun employees and others outside Sun, just like OpenSSO. The release cycle is short and new features list is growing at an incredible rate.

So will OpenDS one day replace DSEE? Most likely. But this is still far in the future – for the next few years Sun is actively investing in DSEE as its flagship directory whilst continuing to nurture OpenDS and offering it as an embedded directory server, as well as to anyone interested in quickly deploying a directory server. Now, when I say “quickly” – I’ve managed to install it, extend the schema and load some data into it in less than fifteen minutes! Now that’s what I would call “quickly”. And once I had it up and running on my slow and overloaded laptop, I ran the “slamd” LDAP benchmark tool against it on the same laptop, and got back thousands of searches per second. Not bad at all! Now that’s what I call innovation in the world of LDAP

I’ll be speaking at TEC on Wednesday the 25th of March, on the topic “Cool LDAP Innovations”. OpenDS will definitely get a mention. On the presentation, I’ll also talk about some other real innovations that happened over the last few years in the directory services area. If you’re there, be sure to drop by!

I am at Netpro’s Directory Expert Conference in Chicago this week, and very excited to be here! I’m keeping my eyes and ears wide open for the latest tech and trends around Microsoft AD and Identity Management, and also participating at an experts panel this afternoon. Knowing that DEC is an action-packed event, I came a day early, and it was well worth it. Sunday’s ramp-up to DEC 2008 was a pre-conference workshop on Microsoft Identity Lifecycle Manager (ILM) 2 beta, Certificate Lifecycle Manager (CLM), Active Directory Federation Services (ADFS) and Active Directory Rights Management Service (ADRMS). It was a hands-on lab experience given by David Lundell from the Oxford Computer Group, who did a brilliant job putting it together.

Microsoft’s vision is to have Directory Services in the centre of a comprehensive infrastructure that supports Identity Lifecycle Management, Strong Authentication, information protection and federation. Harnessing the tools presented in this workshop, one can see where this is going. Although some of the components (specifically ILM 2) are still in beta and not expected to be released until the “second half of 2008”, the picture may still be a bit rough and blurred, but one can see that it will be quite a beautiful one, once completed.

I was particularly impressed by Certificate Lifecycle Manager (CLM), an add-on to ILM that facilitates string authentication, specifically in the area of smart cards. It seems that Microsoft has managed to add significant value to an area that is often notoriously difficult for many enterprises to implement. Starting with an abstraction layer to the underlying card’s hardware stack to a comprehensive lifecycle implementation, CLM supports the full work-flow of the whole lifecycle of issuance, PIN reset, revocation and retirement. Self service is of course part of the offering and is streamlined for efficient and secure management from initial issuance to retirement and secure recycling. Just like the Dot Net Factory, Microsoft is harnessing the new Windows Workflow Foundation for all of its workflow management. For data flow, uses its MIIS meta-directory technology.

Just before the session closed, Microsoft’s Bobby Gill gave us a “sneak peak” of some additional features of ILM 2 beta 3 “hot off the disk” that he compiled a few hours ago. It is obvious that many significant enhancements are still being made, and Microsoft is very actively involved with its beta partners to collect their feedback and make improvements before the official ILM 2 is released.

Back to keeping my eyes and ears open, and I shall be back soon with some more news from DEC 2008!

Hello World! I am excited to have joined Kuppinger + Cole, and my responsibilities will be around the technologies of directory services and identity federation. I would like to kick off my blog by writing about an acquisition that actually happened a week ago, when Nokia Siemens Networks announced that it will acquire Apertio, a Bristol, UK based vendor of telecommunications software. Now what does this have to do with identity management, or even with directories? Simple. Apertio specialises in a very specific type of directory server software. They have come up with a in-memory based, highly efficient and super-scalable directory server that supports LDAP as well as access through protocols used in the Telco space (SS7, IMS).

So what role do directory servers play in the Telco world? Mobile carriers for example, use something called an HLR (Home Location Registry) as the data store for operational subscriber data. A HLR is effectively like a very large directory server, or user database if you wish, that must be highly available (otherwise you might lose service), and highly scalable (able to support many thousands of operations per second, otherwise you, again, might not get the service at the time that you need it). Traditionally, HLRs were sold as “big black boxes” at a juicy prices to mobile operators. What Apertio has done was to very elegantly merge traditional directory server standards and technology with the telco world by writing a specialised directory server that would be accessible via LDAP, and traditional SS7-base telco protocols. Granted – their directory server was so much geared towards that particular use case that it was not sold (nor made much sense) as an enterprise directory. But what fascinated me about Apertio was that they pioneered in successfully marketing the fusion between a LDAP directory and Telco HLRs. At the same time, they were in a great position to also sell the successor technology, called HSS (Home Subscriber Server, part of the IP Multimedia Subsystem, or IMS – effectively the “next generation” in communications).

Apertio has made great inroads with that successful combination. How will technology evolve in the conversion zone between LDAP and HLR/HSSes? I for one, firmly believe that many directory servers are ready for “prime time” when it comes to the stringent demands of the telco industry. Some of the LDAP servers available today can support the thousands of operations required, have the resilience features, and some of them even support transactions. Now that Apertio, who sold their products based on a software solution turns into “boxed HLRs” and “boxes HSSes” with a Nokia Siemens label on them, there might be competition arising from a new company brave enough to add the missing piece to today’s directory server in order to turn them into the next generation telco equipment. I doubt that the traditional vendors will go directly into this – at the end of the day, companies such as Sun and IBM might not want to encroach on the telco equipment manufacturers with whom they have built successful symbiosis by offering competing products – but a third party might well jump into that space.

Very large directory server projects fuel some important developments at the major directory vendors and add scalability and new features that can, to an extent also benefit enterprises, and large service providers that need to store millions of customer entries. Multi-master replication, partitioning and transactional features are all examples of this – who knows if this technology would have been developed if not for one or the other very large directory project. It will be interesting to see who, if anyone, jumps on that bandwagon to offer the next software based HLR/HSS systems based on LDAP technology, and how this may affect directory server vendors in making their software better and faster.