Export (0) Print
Expand All

Checklist: Configuring the Resource Partner Organization

Published: February 24, 2012

Updated: February 24, 2012

Applies To: Windows Server 2012



The resource partner organization contains the Web servers hosting the Web-based applications that will be accessed by users in the account partner. Administrators in this organization must use the AD FS Management snap-in to create claims provider trusts to represent their trust relationships with account partner organizations. In turn, the account partner administrator must create relying party trusts for each account partner organization that they want to trust.

This checklist includes the tasks that are necessary for deploying Active Directory Federation Services (AD FS) in the resource partner organization. It also includes tasks for configuring the components that are required to establish one-half of a federation partnership.

If you are deploying a Web SSO Design, you do not have to follow this checklist. However, you do have to complete the tasks in this checklist to successfully deploy a Federated Web SSO Design.

ImportantImportant
Make sure that the administrator of the account partner organization follows the guidance in Checklist: Configuring the Account Partner Organization to ensure that all necessary deployment tasks will be completed to successfully create the second half of the federation partnership

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: Configuring the resource partner organization

 

  Task Reference
Checkbox

If you have an existing AD FS 1.0 or 1.1 deployment in your production environment today, see the link to the right for information about how to migrate settings from your current Federation Service to a new AD FS Federation Service. If you are deploying AD FS for the first time in your organization using AD FS, you can skip this step and continue to the next task in this checklist for information about how to set up a new resource partner organization.

Conceptual topic Planning a Migration to AD FS

Checkbox

Based on your deployment goals, review information about the components that are required to provide users with access to the federated applications that you host in your organization.

Conceptual topic Provide Your Active Directory Users Access to Your Claims-Aware Applications and Services

Conceptual topic Provide Your Active Directory Users Access to the Applications and Services of Other Organizations

Conceptual topic Provide Users in Another Organization Access to Your Claims-Aware Applications and Services

Checkbox

Determine which AD FS design this resource partner organization will be associated with.

Conceptual topic Web SSO Design

Conceptual topic Federated Web SSO Design

Checkbox

Review the different application types, and decide which application to deploy.

Conceptual topic Determine Your Federated Application Strategy in the Resource Partner

Checkbox

Before you begin deploying your AD FS servers, review the; 1.) advantages and disadvantages of choosing either Windows Internal Database (WID) or SQL Server to store the AD FS configuration database 2.) AD FS deployment topology types and their associated server placement and network layout recommendations.

Conceptual topic Determine Your AD FS Deployment Topology

Conceptual topic AD FS Deployment Topology Considerations

Checkbox

Review AD FS capacity planning guidance to determine the proper number of federation server and federation server proxy servers you should use in your production environment.

Conceptual topic Planning for AD FS Server Capacity

Checkbox

To effectively plan and implement the physical topology for the resource partner deployment, determine whether your AD FS design requires one or more federation servers, or federation server proxies.

Checklist topic Checklist: Setting Up a Federation Server

Checklist topic Checklist: Setting Up a Federation Server Proxy

Checkbox

Determine whether you need an attribute store in the resource partner organization. If you need an attribute store resource partner, add the attribute store with the AD FS Management snap-in.

Conceptual topic The Role of Attribute Stores

Procedure topic Add an Attribute Store

Checkbox

If you will need to send claims to or consume claims from an account partner who is using either an AD FS 1.0 or 1.1 Federation Service, see the link to the right for information about how to configure AD FS to interoperate with previous versions of AD FS. If the account partner organization is also using AD FS to send or consume claims to your organization, you can skip this step and continue with the next task in this checklist.

Conceptual topic Planning for Interoperability with AD FS 1.x

Checkbox

After you deploy the first federation server in the resource partner organization, create a claims provider trust relationship by using the AD FS Management snap-in. You can create a claims provider trust by entering data about an account partner manually or by using a federation metadata URL that the administrator of the account partner organization provides to you. You can use the federation metadata to retrieve the data for the resource partner automatically.

noteNote
If the account partner publishes its federation metadata or can provide a file copy of it for you to use, we recommend that you retrieve the data automatically because it can save time.

Procedure topic Create a Claims Provider Trust Manually

Procedure topic Create a Claims Provider Trust Using Federation Metadata

Checkbox

Depending on the needs of your organization, create one or more claim rule sets for each claims provider trust that is specified in the AD FS Management snap-in so that incoming claims will be passed through, transformed, or mapped appropriately to corresponding claims in the resource partner.

Checklist topic Checklist: Creating Claim Rules for a Claims Provider Trust

Checkbox

(Optional) A claim description may have to be created if one does not already exist that will fulfill the needs of your organization. AD FS includes a default set of claim descriptions that are exposed in the AD FS Management snap-in.

Procedure topic Add a Claim Description

Was this page helpful?
(1500 characters remaining)
Thank you for your feedback

Community Additions

ADD
Show:
© 2014 Microsoft