Checklist: Creating Claim Rules for a Claims Provider Trust


Applies To: Windows Server 2012

This checklist includes tasks for planning, designing, and deploying claim rules that are associated with a claims provider trust in Active Directory Federation Services (AD FS).


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: Creating a claim rule set for a claims provider trust




Review concepts about claims, claim rules, claim rule sets, and claim rule templates and how they are associated with federated trusts.

 The Role of Claims

 The Role of Claim Rules

Review concepts about how a claim flows through all the stages in the claims issuance pipeline and how rules are processed by the claims issuance engine.

 The Role of the Claims Pipeline

 The Role of the Claims Engine

To effectively plan and implement the output claims that will be issued over this claims provider trust, determine whether one or more claim rules are needed and which claim rules you should use with this claims provider trust.

 Determine the Type of Claim Rule Template to Use

Review concepts about when to create one claim rule over another and how you can use the claim rule language to provide more complex logic than standard rules in order to provide a desired result in the ideal output claim set.

 When to Use a Pass Through or Filter Claim Rule

 When to Use a Transform Claim Rule

When to Use a Send LDAP Attributes as Claims Rule

 When to Use a Send Group Membership as a Claim Rule

When to Use a Custom Claim Rule

 The Role of the Claim Rule Language

A claim description must be created if one does not already exist that will fulfill the needs of your organization. AD FS ships with a default set of claim descriptions that are exposed in the AD FS Management snap-in.

 Add a Claim Description

Depending on the needs of your organization, create one or more claim rules for the acceptance transform rules set that is associated with this claims provider trust so that claims will be issued appropriately.

 Create a Rule to Pass Through or Filter an Incoming Claim1

 Create a Rule to Send LDAP Attributes as Claims1

Create a Rule to Send Group Membership as a Claim1

Create a Rule to Transform an Incoming Claim2

Create a Rule to Send an Authentication Method Claim2

Create a Rule to Send an AD FS 1.x Compatible Claim1

Create a Rule to Send Claims Using a Custom Rule2