Checklist: Configuring the Resource Partner Organization

Applies To: Windows Server 2008

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 or Federated Web SSO with Forest Trust Design.

Important

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

Note

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: Configuring the resource partner organization

Task Reference

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.

Provide Federated Access for Your Hosted Applications

Provide SSO Access for Customers to Your Hosted Applications

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

Web SSO Design

Federated Web SSO Design

Federated Web SSO with Forest Trust Design

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

Identify the Type of Federated Application to Deploy

Checklist: Installing a Claims-Aware Application

Checklist: Installing a Windows NT Token-Based Application

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

Checklist: Installing a Federation Server

Checklist: Installing a Federation Server Proxy

Checklist: Installing an AD FS-Enabled Web Server

After the first federation server is deployed in the resource partner organization, you configure the trust policy. You can do this manually or through a policy file that is provided to you by the administrator of the account partner organization.

Add a New Account Partner by Manually Configuring the Trust Policy

Add a New Account Partner by Importing an Existing Policy File

Incoming claims must be associated with organization group claims or custom claims in the Federation Service.

Create an Organization Group Claim or Custom Claim

The resource partner organization will have to create incoming claim mappings for each account partner in the Federation Service so that incoming claims will be mapped to organizational claims in the resource partner.

Create an Incoming Group Claim Mapping

Create an Incoming Custom Claim Mapping

Determine if you need an account store. If you need an account store in the resource partner organization, create the appropriate group claim mappings to map an organization claim to an Active Directory Domain Services (AD DS) or Active Directory Lightweight Directory Services (AD LDS) user or group account.

Add an AD DS Account Store

Add an AD LDS Account Store

Map an Organization Group Claim to an AD DS Group (Group Claim Extraction)

Map an Organization Group Claim to an AD LDS Attribute and Value (Group Claim Extraction)

Map an Organization Custom Claim to an AD DS or AD LDS User Attribute (Custom Claim Extraction)

If you are deploying the Federation Web SSO with Forest Trust design, have the administrator for the account partner organization configure the Federation Service for Windows trust.

When to Enable Windows Trusts

Configure an Account Partner to Use Windows Trust