On the server running AD FS, start AD FS Management.

In the Navigation Pane, expand Trust Relationships, and then click Relying Party Trusts.

On the Actions menu located in the right column, click Add Relying Party Trust.

In the Add Relying Party Trust Wizard, click Start.

On the Select Data Source page, click Import data about the relying party published online or on a local network, and then type the URL to locate the federationmetadata.xml file.

This federation metadata is created during claims setup. Use the URL listed on the last page of the Configure Claims-Based Authentication Wizard (before you click Finish), for example, https://internalcrm.contoso.com/FederationMetadata/2007-06/FederationMetadata.xml. Verify that no certificate-related warnings appear.

Click Next.

On the Specify Display Name page, type a display name, such as CRM Claims Relying Party, and then click Next.

On the Configure Multi-factor Authentication Now page, make your selection and click Next.

On the Choose Issuance Authorization Rules page, click Permit all users to access this relying party, and then click Next.

On the Ready to Add Trust page, on the Identifiers tab, verify that Relying party identifiers has a single identifier such as the following:

• https://internalcrm.contoso.com
  
  

If your identifier differs from the above example, click Previous in the Add Relying Party Trust Wizard and check the Federation metadata address.

Click Next, and then click Close.

If the Rules Editor appears, click Add Rule. Otherwise, in the Relying Party Trusts list, right-click the relying party object that you created, click Edit Claims Rules, and then click Add Rule.

Important
Be sure the Issuance Transform Rules tab is selected.

 

In the Claim rule template list, select the Pass Through or Filter an Incoming Claim template, and then click Next.

Create the following rule:

• Claim rule name: Pass Through UPN (or something descriptive)
  
  
• Add the following mapping:
  
  
  1. Incoming claim type: UPN
     
     
  2. Pass through all claim values
     
     

Click Finish.

In the Rules Editor, click Add Rule, in the Claim rule template list, select the Pass Through or Filter an Incoming Claim template, and then click Next.

Create the following rule:

• Claim rule name: Pass Through Primary SID (or something descriptive)
  
  
• Add the following mapping:
  
  
  1. Incoming claim type: Primary SID
     
     
  2. Pass through all claim values
     
     

Click Finish.

In the Rules Editor, click Add Rule.

In the Claim rule template list, select the Transform an Incoming Claim template, and then click Next.

Create the following rule:

• Claim rule name: Transform Windows Account Name to Name (or something descriptive)
  
  
• Add the following mapping:
  
  
  1. Incoming claiming type: Windows account name
     
     
  2. Outgoing claim type: Name or * Name
     
     
  3. Pass through all claim values
     
     

Click Finish, and when you have created all three rules, click OK to close the Rules Editor.

This illustration shows the three relying party trust rules you create.

Log on to the AD FS server as an administrator.

Open the AD FS management console and click Authentication Policies.

Under Primary Authentication, Global Settings, Authentication Methods, click Edit.

Under Intranet, enable (check) Forms Authentication.