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 Checklist: Setting Up an Informatio...
Checklist: Setting Up an Information Card Infrastructure

Updated: December 18, 2009

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

This checklist includes the deployment tasks that are necessary to prepare a federation server for the Information Card provider role.

noteNote
Complete the tasks in this checklist in order. When a reference link takes you to a procedure, return to this topic after you complete the steps in that procedure so that you can proceed with the remaining tasks in this checklist.

Checklist Checklist: Setting Up an Information Card Infrastructure

 

  Task Reference
Checkbox

Review information in the Active Directory Federation Services (AD FS) 2.0 Design Guide about when to plan and manage an Information Card infrastructure in your organization.

Conceptual topic When to Deploy an Information Card

If you have not done so already, install one or more federation servers in the corporate network.

Conceptual topic Checklist: Setting Up a Federation Server

Configure the Information Card by using the AD FS 2.0 Management snap-in on one of the deployed federation servers.

Procedure topic Configure an Information Card

Depending on the needs of your organization, follow the first link on the right for guidance about how to use Group Policy to remotely install Windows CardSpace 2.0 on client computers on your Active Directory network or follow the link below it to manually install CardSpace 2.0on a client computer.

Checklist topic Group Policy Planning and Deployment Guide
Install the Windows CardSpace 2.0 Software

Use the Group Policy templates that come with AD FS 2.0 to push managed Information Cards to corporate client computers on an Active Directory network and to help manage how often Information Cards that are stored on client computers should be refreshed.

Procedure topic Automatically Distribute Information Cards by Using Group Policy

(Optional) Use this procedure only in situations in which you want to configure certificate-based authentication access to the card issuance Web site.

Procedure topic Configure the Card Issuance Web Site for Certificate Authentication

Checkbox

(Optional) Use this procedure when you want to obtain a managed Information Card directly from the card issuance Web site.

Checklist topic Install an Information Card from the Card Issuance Web Site

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