Checklist: Implementing a Federated Web SSO with Forest Trust Design

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Applies To: Windows Server 2003 R2

This parent checklist includes cross-reference links to important concepts about the Federated Web Single-Sign-On (SSO) with Forest Trust design. It also contains links to subordinate checklists that will help you complete the tasks that are required to implement this design.

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Complete the tasks in this checklist in order. When a reference link takes you to a conceptual topic or to a subordinate checklist, return to this topic after you review the conceptual topic or you complete the tasks in the subordinate checklist so that you can proceed with the remaining tasks in this checklist.

ChecklistChecklist: Implementing a Federated Web SSO with Forest Trust Design

  Task Reference
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Review important concepts and examples for the Federated Web SSO with Forest Trust design and determine which Active Directory Federation Services (ADFS) deployment goals you can use to customize this design to meet the needs of your organization.

Conceptual topicFederated Web SSO with Forest Trust design

Conceptual topicFederated Web SSO with Forest Trust example

Conceptual topicIdentifying Your ADFS Deployment Goals
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Review the requirements for enabling the Federated Web SSO with Forest Trust design in both the account partner organization and the resource partner organization.

Conceptual topicWhen to enable Windows trusts
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Review the hardware, software, certificate, Domain Name System (DNS), account store, and client requirements for deploying ADFS in both partner organizations.

Conceptual topicAppendix A: Reviewing ADFS Requirements
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According to your design plan, install one or more federation servers in each partner organization.

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The Federated Web SSO with Forest Trust design requires at least one federation server in the account partner and at least one federation server in the resource partner.

Checklist topicChecklist: Installing a federation server
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(Optional) Determine whether or not your organization needs a federation server proxy. If your design plan calls for a federation server proxy, you can install one or more federation server proxies in each partner organization.

Checklist topicChecklist: Installing a federation server proxy
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If you are an administrator in the resource partner organization, install one or more ADFS-enabled Web servers to host your preferred federated application using the appropriate ADFS Web Agent.

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The account partner administrator does not have to complete the following checklist.

Checklist topicChecklist: Installing an ADFS-enabled Web server
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According to your design plan, share certificates, configure clients, and configure the Federation Service in both partner organizations so that they can communicate over a federation trust.

Checklist topicChecklist: Configuring the account partner organization

Checklist topicChecklist: Configuring the resource partner organization
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To enable the Federated Web SSO with Forest Trust scenario, complete the appropriate procedure in the account Federation Service and in the resource Federation Service.

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You must enable the Windows trust option in both the account Federation Service and in the resource Federation Service. If only one partner has this option enabled, this design will not function.

Procedure topicConfigure an account partner to use Windows trust

Procedure topicConfigure a resource partner to use Windows trust
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If you are an administrator in the resource partner organization, install either a claims-aware application or a Windows NT token-based application, or both, using the appropriate checklist.

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The account partner administrator does not have to complete either of the following checklists.

Checklist topicChecklist: Installing a claims-aware application

Checklist topicChecklist: Installing a Windows NT token-based application