Checklist: Setting Up a Federation Server Proxy

Applies To: Windows Server 2016, Windows Server 2012 R2, Windows Server 2012

This checklist includes the deployment tasks for preparing a server running Windows Server® 2012 for the federation server proxy role in Active Directory Federation Services (AD FS).

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.

setting up a federated proxy serverChecklist: Setting Up a federation server proxy

Task Reference
setting up a federated proxy server Before you begin deploying your AD FS federation server proxies, review the AD FS deployment topology types and their associated server placement and network layout recommendations. setting up a federated proxy serverDetermine Your AD FS Deployment Topology

setting up a federated proxy serverPlanning Federation Server Proxy Placement

setting up a federated proxy serverWhere to Place a Federation Server Proxy
setting up a federated proxy server Review AD FS capacity planning guidance to determine the proper number of federation server proxies you should use in your production environment. setting up a federated proxy serverPlanning for Federation Server Proxy Capacity
setting up a federated proxy server Determine whether a single federation server proxy or a federation server proxy farm is better for your deployment. Note: Federation servers also perform federation server proxy responsibilities. setting up a federated proxy serverWhen to Create a Federation Server Proxy

setting up a federated proxy serverWhen to Create a Federation Server Proxy Farm
setting up a federated proxy server Determine whether this new federation server proxy will be created in the perimeter network of the account partner organization or the resource partner organization. setting up a federated proxy serverReview the Role of the Federation Server Proxy in the Account Partner

setting up a federated proxy serverReview the Role of the Federation Server Proxy in the Resource Partner
setting up a federated proxy server Before you install AD FS on a computer that will become a federation server proxy, read about the importance of obtaining a server authentication certificate—for federation server proxy farms—adding or sharing certificates across all the servers in a farm. setting up a federated proxy serverCertificate Requirements for Federation Server Proxies
setting up a federated proxy server Review information in the AD FS Design Guide about how to update Domain Name System (DNS) in the perimeter network so that successful name resolution for federation servers and federation server proxies can occur. setting up a federated proxy serverName Resolution Requirements for Federation Server Proxies
setting up a federated proxy server Determine whether the federation server proxy must be joined to a domain. Although federation server proxies do not have to be joined to a domain, they are easier to manage with remote administration and Group Policy features when they are joined to a domain. setting up a federated proxy serverJoin a Computer to a Domain
setting up a federated proxy server Depending on how the DNS infrastructure in your perimeter network is configured, complete one of the procedures in the topics on the right before you deploy a federation server proxy in your organization. Note: Do not perform both procedures. Read Name Resolution Requirements for Federation Server Proxies to determine which procedure best suits the requirements of your organization. setting up a federated proxy serverConfigure Name Resolution for a Federation Server Proxy in a DNS Zone That Serves Only the Perimeter Network

setting up a federated proxy serverConfigure Name Resolution for a Federation Server Proxy in a DNS Zone That Serves Both the Perimeter Network and Internet Clients
setting up a federated proxy server After you obtain a server authentication certificate, you must install it in Internet Information Services (IIS) on the default Web site of the federation server proxy. setting up a federated proxy serverImport a Server Authentication Certificate to the Default Web Site
setting up a federated proxy server (Optional) As an alternative to obtaining a server authentication certificate from a certification authority (CA), you can use IIS to acquire a sample certificate for your federation server proxy.

Because IIS generates a self-signed certificate that does not originate from a trusted source, use it to create a self-signed certificate only in the following scenarios:

- When you have to create a Secure Sockets Layer (SSL) channel between your server and a limited, known group of users
- When you have to troubleshoot third-party certificate problems Caution: It is not a security best practice to deploy a federation server proxy in a production environment using a self-signed, server authentication certificate.
setting up a federated proxy serverIIS: Create a Self-Signed Server Certificate
setting up a federated proxy server Install the Federation Service Proxy role service on the computer that will become the federation server proxy. setting up a federated proxy serverInstall the Federation Service Proxy Role Service
setting up a federated proxy server Configure the AD FS software on the computer to act in the federation server proxy role by using the AD FSFederation Server Proxy Configuration Wizard. setting up a federated proxy serverConfigure a Computer for the Federation Server Proxy Role
setting up a federated proxy server Using Event Viewer, verify that the federation server proxy service has started. setting up a federated proxy serverVerify That a Federation Server Proxy Is Operational