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Checklist: Setting Up a Federation Server

Updated: June 9, 2011

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

This checklist includes the deployment tasks that are necessary to prepare a server running Windows Server 2008 for the federation server role in Active Directory Federation Services (AD FS) 2.0.

TipTip
You can find additional AD FS 2.0 resource links at the AD FS 2.0 Content Map page on the Microsoft TechNet Wiki. This page is managed by members of the AD FS 2.0 Community and is monitored on a regular basis by the AD FS Product Team.

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 a federation server

 

  Task Reference
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Before you begin deploying your AD FS 2.0 federation 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 2.0 deployment topology types and their associated server placement and network layout recommendations.

Conceptual topic Determine Your AD FS 2.0 Deployment Topology

Conceptual topic AD FS 2.0 Deployment Topology Considerations

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Review AD FS 2.0 capacity planning guidance to determine the proper number of federation servers you should use in your production environment.

Conceptual topic Planning for Federation Server Capacity

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Review information in the AD FS 2.0 Design Guide about where to place federation servers in your organization

Conceptual topic Planning Federation Server Placement

Conceptual topic Where to Place a Federation Server

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Determine whether a stand-alone federation server or a federation server farm is better for your deployment.

Conceptual topic When to Create a Federation Server

Conceptual topic When to Create a Federation Server Farm

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Determine whether this new federation server will be created in the account partner organization or in the resource partner organization.

Conceptual topic Review the Role of the Federation Server in the Account Partner

Conceptual topic Review the Role of the Federation Server in the Resource Partner

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Review information about how federation servers use service communication certificates and token-signing certificates to securely authenticate client and federation server proxy requests.

CautionCaution
Though it has long been common practice to use certificates with unqualified host names such as https://myserver, these certificates have no security value and can enable an attacker to impersonate the AD FS 2.0 Federation Service to enterprise clients. Therefore, it is recommended that you use a fully qualified domain name (FQDN) such as https://myserver.contoso.com and only use SSL certificates issued to the FQDN of your Federation Service.

Conceptual topic Certificate Requirements for Federation Servers

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Review information about how to update the corporate network Domain Name System (DNS) so that successful name resolution to federation servers can occur.

Conceptual topic Name Resolution Requirements for Federation Servers

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Join the computer that will become the federation server to a domain in the account partner forest or resource partner forest where it will be used to authenticate the users of that forest or from trusting forests.

noteNote
If you want to set up a federation server in the account partner organization, the computer must first be joined to any domain in the forest where your federation server will be used to authenticate users from that forest or from trusting forests.

Procedure topic Join a Computer to a Domain

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Create a new resource record in the corporate network DNS that points the DNS host name of the federation server to the IP address of the federation server.

Procedure topic Add a Host (A) Resource Record to Corporate DNS for a Federation Server

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(Optional) If you will be adding a federation server to a federation server farm, you might have to first export the private key of the existing token-signing certificate (on the first federation server in the farm) so that you have a file format of the certificate ready when other federation servers must import the same certificate.

Exporting the private key is not required when your issued server authentication certificate can be reused by multiple computers (without the need to export) or when you will be obtaining unique server authentication certificates for each federation server in the farm.

noteNote
The AD FS 2.0 Management snap-in refers to server authentication certificates for federation servers as service communication certificates.

Procedure topic Export the Private Key Portion of a Server Authentication Certificate

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After you obtain a server authentication certificate (or private key) from a certification authority (CA), you must then import the certificate file to the default Web site for each federation server.

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Installing this certificate on the default Web site is a requirement before you can use the AD FS 2.0 Federation Server Configuration Wizard.

Procedure topic Import a Server Authentication Certificate to the Default Web Site

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(Optional) As an alternative to obtaining a server authentication certificate from a CA, you can use Internet Information Services (IIS) 7.0 to create a sample certificate for your federation server.

CautionCaution
It is not a security best practice to deploy a federation server in a production environment by using a self-signed server authentication certificate.

Procedure topic IIS 7.0: Create a Self-Signed Server Certificate in IIS 7.0 and then complete the procedure Import a Server Authentication Certificate to the Default Web Site

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If you will be configuring a federation server farm environment in an account partner organization, you must create and configure a dedicated service account in Active Directory Domain Services (AD DS) where the farm will reside and configure each federation server in the farm to use this account. By performing this procedure, you will allow clients on the corporate network to authenticate to any of the federation servers in the farm using Windows Integrated Authentication.

Procedure topic Manually Configure a Service Account for a Federation Server Farm

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Install the AD FS 2.0 software.

Procedure topic Install the AD FS 2.0 Software

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Configure the AD FS 2.0 software on the computer to act in the federation server role by using the AD FS 2.0 Federation Server Configuration Wizard.

Follow this procedure when you want to set up a stand-alone federation server, create the first federation server in a new farm or join a computer to an existing federation server farm.

noteNote
For the Federated Web Single Sign-On (SSO) design, you must have at least one federation server in the account partner organization and at least one federation server in the resource partner organization.

Procedure topic Create a Stand-Alone Federation Server

Procedure topic Create the First Federation Server in a Federation Server Farm

Procedure topic Add a Federation Server to a Federation Server Farm

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(Optional) Use the AD FS 2.0 Management snap-in to add and configure the necessary AD FS 2.0 certificates required to deploy your design. For more information about when to add or change certificates using the snap-in, see Certificate Requirements for Federation Servers.

Checklist topic Add a Token-Signing Certificate

Checklist topic Add a Token-Decrypting Certificate

Checklist topic Set a Service Communications Certificate

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If this is the first federation server in your organization, configure the Federation Service so that it conforms to your AD FS 2.0 design.

Checklist topic Checklist: Configuring the Account Partner Organization

Checklist topic Checklist: Configuring the Resource Partner Organization

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From a client computer, verify that the federation server is operational.

Procedure topic Verify That a Federation Server Is Operational

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