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This is a typical highly available setup into Office 365. Ideally this server will be installed as virtual servers on multiple Hyper-V hosts. Think about redundancy, not only in the virtual servers, but in the Hyper-V servers as well. Install one AD FS and one AD FS Proxy on one Hyper-V host and the other AD FS and AD FS Proxy on another Hyper-V host. This prevents loss of service from a hardware failure. Keep in mind that once you are using Single Sign-on with Office 365, you rely on your local Active Directory for authentication.
Prepare the Base Servers
AD FS Server
AD FS Proxy Server
Directory Sync Server
Prepare Active Directory Add UPN Suffix
If you are using and internal domain name that doesn’t match the domain that you want to federate with Office 365 you will have to add a custom UPN suffix that matches that external name space. If you need to add the UPN suffix, please follow these instructions, http://support.microsoft.com/kb/243629
Example Internal Domain Name – contoso.local
Desired Federated Domain – contoso.com
Clean up Active Directory
This makes sense for so many reasons, but the most for Directory Sync. I generally make an OU for all the Office 365 Services; then create more OUs within that one for all the user accounts, services accounts, groups, servers and computers. This will allow us to filter on user accounts and groups when we enable Directory Synchronization with Office 365. The less number of objects that you sync with Office 365 is better. If you have thousands of objects replicating, that don’t need to be, things will get messy really quick. Keep it clean and neat. This will prevent mistakes and keep you head ache free.
Setting up AD FS requires the use of a third party SSL certificate. In a production situation, I would recommend that a single name SSL certificate. Wildcard and multi-name certificates will work, but I like to keep things simple and use a standard SSL certificate in a production situation. Make sure that the common name matches what you plan to call the AD FS server farm. Microsoft best practices recommends that you use the host name, STS (secure token service). In the example below, I have used the value sts.domain.com.
Create the SSL Certificate Request (CSR)
Fulfill the Certificate Signing Request (CSR)
We need to take the CSR generated in the last step to a third party SSL certificate provider. I choose to use GoDaddy. Here are GoDaddy’s instructions to fulfill the CSR at their site – Requesting a Standard or Wildcard SSL Certificate. Once the certificate is issued, download the completed CSR to the AD FS server.
Complete the Certificate Request (CSR)
***Note*** The certificate shown below is a multi-name SSL certificate for my lab environment. When your certificate is added, it should show sts.domain.com, which matches the request.
Assign the Completed SSL Certificate
Now that we have the third party certificate completed on the server, we need to assign and bind it to the default website (HTTPS port 443).
***Note*** The certificate shown below is a multi-name SSL certificate for my lab environment. When you select your certificate, it should show sts.domain.com, which matches the competed certificate.
Now that we have the required software installed and the certificate in place, we can finally configure the AD FS role and federate with Microsoft.
Configure Local AD FS Federation Server
*** NOTE *** Since I am using a multi-name certificate in a lab environment, my SSL certificate name and Federation Service name don’t match. This is not recommended for production environments. Use best practices always; a single name certificate.
Configure Federation Trust with Office 365
Now that we have our side of the federation setup, we can complete the federation with Office 365
This completes the setup for federation to Office 365. Keep in mind that before you can successfully use single sign-on with Office 365, you will need to setup and configure Directory Synchronization. After Directory Synchronization is setup, you will have to license the synchronized user in Office 365. This will provision the services for the user. If they want to access Office 365 from outside the internal network, the AD FS Proxy server needs to be setup and configured.