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Checklist: Implementing a Federated Web SSO with Forest Trust Design

Updated: December 15, 2006

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.

noteNote
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.

Checklist Checklist: Implementing a Federated Web SSO with Forest Trust Design

 

  Task Reference
Checkbox

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 topic Federated Web SSO with Forest Trust design

Conceptual topic Federated Web SSO with Forest Trust example

Conceptual topic Identifying Your ADFS Deployment Goals

Checkbox

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 topic When to enable Windows trusts

Checkbox

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

Conceptual topic Appendix A: Reviewing ADFS Requirements

Checkbox

According to your design plan, install one or more federation servers in each partner organization.

noteNote
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 topic Checklist: 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 topic Checklist: Installing a federation server proxy

Checkbox

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.

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

Checklist topic Checklist: 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 topic Checklist: Configuring the account partner organization

Checklist topic Checklist: 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.

noteNote
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 topic Configure an account partner to use Windows trust

Procedure topic Configure a resource partner to use Windows trust

Checkbox

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.

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

Checklist topic Checklist: Installing a claims-aware application

Checklist topic Checklist: Installing a Windows NT token-based application

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