Step 1: Create and Configure VMs Using Hyper-V Manager

Applies To: Active Directory Federation Services (AD FS) 2.0

Before you install Active Directory Federation Services (AD FS) 2.0 technologies, you must first set up the four VM computers that you will use to implement and evaluate a federated identity solution.

Make or obtain base hard drive image files

We recommend that you start by making or obtaining a virtual hard disk (.vhd) base image file with a clean installed image of the base operating system, Windows Server 2008 R2 Enterprise. This file will be used as base image file to create virtual drives specific to each of the four VMs needed.

Before you proceed to the next step, make a folder (for example, D:\LabVhdFiles) that you will use for the remainder of this step and copy your base .vhd file to it. Ensure that the Read-only attribute is set for this file.

Create a differencing disk for each VM

In Hyper-V, a differencing disk drive is a .vhd file that functions as the "child" drive in a parent-child relationship with the "parent" (or base) virtual hard drive. The advantage of this configuration is you can make changes to the data or operating system that are stored as differences and that only modify the "child" differencing drive. Your "parent" drive is left intact and unmodified. If, later, you choose to revert to the original state and start over with a new differencing drive, you can do so easily.

To create a differencing disk for each VM

1. On the virtual test lab computer, open Hyper-V Manager.

   To open Hyper-V Manager, click Start, point to Administrative Tools, and then click Hyper-V Manager.

2. On the Action menu, point to New, and then click Hard Disk.

3. When the New Virtual Hard Disk Wizard appears, click Next.

4. On the Choose Disk Type page, click Differencing, and then click Next.

5. On the Specify Name and Location page, do the following, and then click Next.

   1. In Name, type machine_name.vhd where machine_name is the name of the VM that you are creating a differencing disk for. For example, start with "CONTOSOSRV01.vhd".

   2. In Location, browse to the location where you copied the base .vhd images for the virtual server or client differencing disk drive in the previous section. For example, if the path you used there was D:\LabVhdFiles, select that path here.

6. On the Configure Disk page, in Location, click Browse to locate the appropriate base .vhd image in the path that was used in the previous step, and then click Next.

   For example, if you are creating a virtual hard drive for CONTOSOSRV01 and also using the downloaded base .vhd image, follow the instructions provided in the download page here: Windows Server 2008 R2 Evaluation Virtual Hard Drive Images for Hyper-V (180 Days) (https://go.microsoft.com/fwlink/?LinkId=179736)

7. On the Completing the New Virtual Hard Disk Wizard page, click Finish.

8. Repeat this procedure three more times to make differencing drives for all four VMs before moving on to the next part of the process.

   For example, after you run this procedure the first time to make a drive for CONTOSOSRV01, repeat the process and create drives for the other three VMs that you will use in the lab environment. Be sure to select the corresponding base .vhd file for each of the other two server VMs and the client VM.

Create the VMs

After you create the four differencing drives—one for each of the four VMs that you will set up—you are ready to create the four VMs. The following table contains the settings to use in Hyper-V when you create each of these VMs.

To create the VMs

1. On the virtual test lab computer, open Hyper-V Manager.

   To open Hyper-V Manager, click Start, point to Administrative Tools, and then click Hyper-V Manager.

2. On the Action menu, point to New, and then click Virtual Machine.

3. When the New Virtual Machine Wizard appears, click Next.

4. On the Specify Name and Location page, do the following, and then click Next.

   1. In Name, type the name of the VM that you are creating as the name of the VM. For example, start with "CONTOSOSRV01".

   2. In Location, use the default location.

5. On the Assign Memory page, in Memory, enter the corresponding number from the RAM column (in MB) as provided in the previous table for the VM that you are creating, and then click Next.

   For example, if you are creating CONTOSOSRV01, enter 1536 here.

6. On the Configure Networking page, in Connection, select the network connection that maps to a physical network adapter that has access to the Internet, and then click Next.

7. On the Connect Virtual Hard Disk page, click Use an existing hard disk, and then click Browse to browse to and locate the differencing disk image file (CONTOSOSRV01.vhd) that you created in the previous procedure, and then click Next.

8. On the Completing the New Virtual Machine Wizard page, select the Start the virtual machine after it is created check box, and then click Finish.

9. Repeat this procedure three more times to make all four VMs before moving on to the next part of the process.

   After you complete these steps, you should be able to verify that you can log on to each VM with the local Administrator account and then verify that you have Internet access before moving on to the following steps. Before you create and start each subsequent VM, be sure that the previously created VM is up and running.

• Complete Windows activation.
  
  
• For consistency with later, hands-on lab instructions set the Administrator password to "demo!23" on all the VMs.
  
  
• Make sure that you have downloaded all corresponding prerequisite software that is mentioned in the following section (Step 2: Download and Install Prerequisite Software) to the appropriate VM computers.
  
  
• Make sure to turn on Network discovery and File sharing in the Network and Sharing Center Control Panel on each of the Windows Server 2008 VMs.
  
  
• Make sure that all the clocks on each of the VM computers are set to the same time or within five minutes of each other. This ensures that token time stamps are always valid.