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EZProxy

Quick Summary

  • EZProxy is a very popular solution used by universities worldwide
  • EZProxy does not provide authentication itself - it relies on an existing IdP and serves as an SSO proxy that manages sessions
  • Available in two flavors: fully managed by OCLC or self-hosted; in both cases an administration team is responsible for configuration and maintenance
  • Configuration consists of defining a list of accessible resources/databases in a config.txt file (or ezproxy.cfg for hosted instances), with each entry being a set of up to six directives called stanzas
  • IP Proxy is the main selling point, providing a static public IP that can be provided to resource providers (like Statista) to grant access to authorized requests
  • Also provides SSO proxy functionality to redirect user sessions to federated publishers' endpoints (SAML Service Providers, etc.)
  • Features URL rewriting (WAYF-less URLs) to minimize how often users must go through the IdP discovery process. Rewritten URLs look like www-statista-com.statista.idm.oclc.org

Technical Specifications

Deployment Models

  • Hosted by OCLC: Fully managed solution
  • Self-hosted: Institution manages infrastructure

Configuration Files

File Hosted Name Self-hosted Name Purpose
Main config ezproxy.cfg config.txt Database stanzas and non-authentication configurations
User config ezproxy.usr user.txt Authentication settings
Patron file patron.txt patron.txt User credentials (format: user:password)
Shibboleth config shibuser.txt shibuser.txt SAML/Shibboleth authentication mappings

Authentication Methods

EZProxy supports multiple authentication methods as configured in the user configuration file. See OCLC's documentation for the complete list.

Stanza Configuration

Stanzas are configuration blocks that define how EZProxy handles specific resources. Each stanza can contain up to six directives.

Required Stanzas for Statista:

Statista Test Instance

Instance Details

Test Credentials

Test User:

  • Username: cpe
  • Password: Eir8aim0

Test Login URL:

https://login.statista.idm.oclc.org/login?url=https://www.statista.com

This logs you in as CPEEZProxyTest (password: CPEEZProxyTestPassword).

Staging Environment

SFTP Access

  • Host: sftp://scp.oclc.org/statistanav
  • Username: statistanav
  • Password: See Bitwarden

See Also