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Planning Extranet Environments with SharePoint 2010
 

Planning Extranet Environments with SharePoint 2010

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Organizations planning for Extranet access to SharePoint 2010 or faced with providing access to an Intranet from multiple internal authentication platforms often find it challenging to properly ...

Organizations planning for Extranet access to SharePoint 2010 or faced with providing access to an Intranet from multiple internal authentication platforms often find it challenging to properly architect SharePoint for extranets, to isolate content, and to manage identities across disparate systems. The complexity involved in understanding how to isolate content from a security perspective but still provide for a collaborative space for end users is complex, and if not done correctly can lead to security breaches and confusion. This session focuses on understanding the various extranet models for SharePoint 2010 and providing real world guidance on how to implement them. Covered are extranet content models and extranet authentication options, including advanced options using tools such as Microsoft's Forefront Identity Manager (FIM) 2010 to centralize identity management to SharePoint 2010 farms, allowing for better control, automatic account provisioning, and synchronization of profile information across multiple SharePoint authentication providers.

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  • How do customers think about IDA management? What are the scenarios they are solving for? The lifecycle of identities, credentials and access from hire to retire…Customers are asking us for comprehensive solutions that span identities, credentials, and resources across the enterprise.
  • With automated user provisioning through Forefront Identity Manager, IT can automatically give and update rights to resources and business applications as per the user’s profile. It becomes easy to provision user identity to only those resources and applications which user is suppose to work and prevent from unauthorized use.organizations using Forefront Identity Manager can define policies that automatically create user accounts, mail boxes, and group memberships in real time so that new employees are productive immediately. When a user changes roles within an organization, Forefront Identity Manager automatically makes the necessary changes in heterogeneous target systems to add and remove access rights.For example, if a user moves from a role in sales to a role in marketing, Forefront Identity Manager can remove them from sales-specific groups and add them to marketing-specific groups to deliver appropriate access permissions to perform their job function.
  • With Forefront Identity Manager (FIM), organizations can define automatic policy enforcement for removing user accounts, mail boxes, and group memberships in real time, which minimizes the risk of information leakage from unauthorized access to resources and confidential information. With FIM, de-provisioning for users leaving the enterprise also becomes centralized and less complicated, which makes it easier to ensure complete de-provisioning to handle future compliance audits.For example, if a user leaves the organization, the HR system forwards a de-provisioning request to FIM. FIM follows approval workflow. With the manager’s approval, FIM automatically removes all rights, account information, mail boxes, and memberships from all relevant applications, groups, and different directories.
  • organizations can also use FIM to synchronize e-mail address lists that are maintained by heterogeneous e-mail systems, such as Microsoft Exchange Server 2000, Exchange Server 2007, and Lotus Notes. organizations that have multiple Active Directory Domain Services and Exchange forests can use FIM to build a single address book. This increases the value of identity integration by simplifying collaboration as well as increasing IT control.Note:FIM 2010 provides a simplified single sign on experience through its identity synchronization capabilities, delivering the ability to synchronize passwords across heterogeneous systems.The policy-based management system of FIM manages users’ identity lifecycle and protects corporate assets against misuse as users move between roles or leave the organization. http://www.microsoft.com/forefront/identitymanager/en/us/features.aspxhttp://download.microsoft.com/download/3/2/A/32A7B77A-7D3A-4D24-ACE7-5AA3A908B95E/Understanding%20FIM%202010.docx
  • Combining identity data across multiple directories and systems yields automated account reconciliation and consistency management for user accounts, credentials, and attributes. This means organizations with many different directories and other data repositories, such as an HR application, can use Forefront Identity Manager to synchronize user accounts across systems.
  • Active Directory Certificate Services (AD CS) provides an integrated public key infrastructure that enables the secure exchange of information. With strong security and easy administration across the Internet, extranets, intranets, and applications, AD CS provides customizable services for issuing and managing the certificates used in software security systems employing public key technologies.BenefitsIncrease access security with better security than username and password solutions, and verify the validity of certificates using the Online Certificate Status Protocol (OCSP).Reduce cost of ownership by taking advantage of Active Directory integration for enrollment, storage, and revocation processes.Simplify certificate management using a single information store that comes from full integration with Microsoft Management Console.Streamline deployment by enrolling user and computer certificates without user intervention.Client retrieves certificate policy from Active Directory.Client submits certificate request to Certificate Server based on policy.Certificate Server retrieves user information from Active Directory.Certificate Server returns signed digital certificate to the client.

Planning Extranet Environments with SharePoint 2010 Planning Extranet Environments with SharePoint 2010 Presentation Transcript

  • Planning Extranet Environments with SharePoint 2010
    Michael Noel
    Convergent Computing (CCO.com)
    @MichaelTNoel
  • Michael Noel
    Author of SAMS Publishing titles “SharePoint 2010 Unleashed,” “SharePoint 2007 Unleashed,” “SharePoint 2003 Unleashed”, “Teach Yourself SharePoint 2003 in 10 Minutes,” “Windows Server 2008 R2 Unleashed,” “Exchange Server 2010 Unleashed”, “ISA Server 2006 Unleashed”, and many other titles .
    Partner at Convergent Computing (www.cco.com / +1(510)444-5700) – San Francisco Bay Area based Infrastructure/Security specialists for SharePoint, AD, Exchange, Security
  • What we’ll cover
    Why an Extranet?
    SharePoint 2010 Extranets
    Extranet Architecture Options
    Claims-based Authentication
    Forefront Unified Access Gateway (UAG) for extranets
    Forefront Identity Manager for Identity Management in an Extranet
  • Why an Extranet?
  • Why an Extranet?
    Security Isolation
    Isolation of Data
    Less Exposure, Perimeter Network Scenarios
    Partner Collaboration
    Share SP Content with External Partners
    Control Partner Accounts
    Anonymous Customer Scenarios are not really Extranets
  • SharePoint 2010 Extranets
    Claims-based Authentication Support
    Multiple Authentication Providers
    Better Scalability (Services Architecture)
    Goodbye SSP!
    Server Groups
    Services Applications
    Multiple Authentication Types per Web Application
  • Sample Extranet Architecture
  • Design around Security Requirements
    Less
    Secure
    More
    Secure
    Scenario 1: Extranet and Internal Users in Single Farm
    1A: Single Web App / Single Site Collection
    1B: Single Web App / Separate Site Collections
    1C: Multiple Web Apps / Content DBs
    1D: Separate App Pool / Service App Group
    Scenario 2: Extranet and Internal Users in Single Farm / Separate Trusted Forests
    Scenario 3: Extranet and Internal Users in Multiple Farms / One-Way Trust
    Scenario 4: Extranet an Internal Users in Separate Farms / Claims-based Authfor Internal Access to Extranet
    Scenario 5: Extranet an Internal Users in Separate Farms / No Access for Internal Accounts to Extranet
    Scenario 6: Separate Farms / AD FS Federation for Extranet Auth
  • Extranet Scenario 1:Extranet and Internal Users in Single Farm
    1A: Single Web App / Single Site Collection
    1B: Single Web App / Separate Site Collections
    1C: Multiple Web Apps / Content DBs
    1D: Separate App Pool / Service App Group
  • Extranet Scenario 2:Extranet and Internal Users in Single Farm / Separate Trusted Forests
  • Extranet Scenario 3:Extranet and Internal Users in Multiple Farms and Perimeter Network / One-Way Trust
  • Extranet Scenario 4:Extranet an Internal Users in Separate Farms / Claims-based Auth Provider for Internal Auth to Extranet
  • Extranet Scenario 5:Extranet an Internal Users in Separate Farms / No Access for Internal Accounts to Extranet
  • Extranet Scenario 6:Separate Farms / AD FS Federation for Extranet Auth
  • Extranet Notes
  • One-Way Trust Scenarios
    People Picker needs to be configured to crawl domain if it doesn’t trust the domain where the SharePoint farm is installed.
    Only with STSADM (Rare exception when you can’t use PowerShell)
    Example Syntax:
    stsadm.exe -o setapppassword -password AnyPassw0rd
    stsadm.exe -o setproperty -pnpeoplepicker-searchadforests -pv "domain:companyabc.com,COMPANYABCsvc_sppplpick,Password1;domain:extranetabc.com" -url https://extranet.companyabc.com
    stsadm.exe -o setproperty -pnpeoplepicker-searchadforests -pv "domain:companyabc.com,COMPANYABCsvc_sppplpick,Password1;domain:extranetabc.com" -url https://spcaext.companyabc.com
    Syntax is critical
    Run against all web apps
  • Design for Clientless Access to SharePoint
    Services Applications for Extranet Clients:
    Word Services
    Excel Services
    Visio Services
    Access Services
    InfoPath Forms Services
    Allows ‘Clientless’ access to SharePoint content, for Extranet partners without Office
  • Standard Requirements Apply to Extranets as well
    SharePoint-aware Antivirus
    i.e. Forefront Protection for SharePoint
    SharePoint-aware Backup and Restore
    i.e. System Center Data Protection Manager (DPM) 2010
    Rights Management?
    Active Directory Rights Management Services (AD RMS)
  • Content Deployment with Extranets
  • Claims-based Authentication
  • Claims-Based Auth
    SharePoint doesn’t actually Authenticate Users, it relies on IIS or other providers
    SharePoint 2010 Allows for Classic and Claims-based AuthScenarios
    Classic Authentication is similar to SharePoint 2007
    Claims based Auth adds the following key benefits:
    Allows for Multiple Authentication Types per Web Application Zone
    Removes SharePoint from the Authentication Provider
    Allows for federation between organizations (AD FS, etc.) scenarios
    Does not require Kerberos Delegation
    Remember the difference between Authentication and Authorization…
  • Classic vs. Claims-based Auth
  • Mixed-Mode vs. Multi-Authentication
  • Example: Partner Environment with Multiple Auth Types on single W.A.
  • Forefront Unified Access Gateway 2010
  • UAG Architecture
    Data Center / Corporate Network
    Exchange
    CRM
    SharePoint
    IIS based
    IBM, SAP, Oracle
    Mobile
    HTTPS / HTTP
    Home / Friend
    / Kiosk
    Terminal / Remote Desktop Services
    Layer3 VPN
    HTTPS (443)
    Internet
    DirectAccess
    Non web
    Business Partners /
    Sub-Contractors
    AD, ADFS,
    RADIUS, LDAP….
    NPS, ILM
    Employees Managed Machines
  • What about ISA? (TMG)
  • What is Forefront Identity Manager?
  • Identity and Access Management
    Secure Messaging
    Secure Endpoint
    Secure Collaboration
    Information Protection
    Identity and Access Management
    Active Directory®Federation Services
  • Why FIM for SharePoint?
  • Manage SharePoint Identities
    Create Multiple Authentication Providers for SharePoint Farms
    AD DS Forests (Extranet forests)
    AD LDS Authentication Providers
    SQL Table (FBA) Authentication Sources
    LDAP Providers
    Etc…
    Keep those Authentication Providers Managed
  • Identity Lifecycle Management
    Create
    Provision user
    Provision credentials
    Provision resources
    Help Desk
    • “Lost” Credentials
    • Password Reset
    • New Entitlements
    Retire
    Policy Management
    De-provision identities
    Revoke credentials
    De-provision resources
    Policy enforcement
    Approvals and notifications
    Audit trails
    Change
    Role changes
    Phone # or titlechange
    Password and PIN reset
    Resource requests
  • Identity ManagementUser provisioning for SharePoint and other Applications
    • Policy-based identity lifecycle management system
    • Built-in workflow for identity management
    • Automatically synchronize all user information to different directories across the enterprise
    • Automates the process of on-boarding users
    ActiveDirectory
    Extranet Forest
    Workflow
    User Enrollment
    Test Forest
    FIM
    FBA Table
    Approval
    HR System
    LOB
    App
    VPN
    Manager
    User provisioned on all allowed systems
  • Identity ManagementUser de-provisioning
    • Automated user de-provisioning
    • Built-in workflow for identity management
    • Real-time de-provisioning from all systems to prevent unauthorized access and information leakage
    ActiveDirectory
    Extranet Forest
    Workflow
    User de-provisioned
    Test
    Forest
    FIM
    FBA
    Table
    HR System
    LOB
    App
    VPN
    User de-provisioned or disabled on all systems
  • GivenName
    Samantha
    sn
    Dearing
    title
    Coordinator
    mail
    someone@example.com
    employeeID
    007
    telephone
    555-0129
    givenName
    sn
    title
    mail
    employeeID
    telephone
    Identity Synchronization and ConsistencyIdentity synchronization across multiple directories
    HR
    System
    FIM
    Samantha
    givenName
    Samantha
    sn
    Dearing
    Dearing
    title
    mail
    Attribute Ownership
    employeeID
    007
    007
    telephone
    FirstName
    LastName
    EmployeeID
    Internal
    AD
    givenName
    Samara
    sn
    Darling
    title
    Coordinator
    Coordinator
    mail
    employeeID
    007
    telephone
    Identity
    Data
    Aggregation
    Title
    Extranet
    AD
    givenName
    Sam
    sn
    Dearing
    title
    Intern
    mail
    someone@example.com
    employeeID
    007
    telephone
    E-Mail
    someone@example.com
    LDAP
    givenName
    Sammy
    sn
    Dearling
    title
    mail
    employeeID
    008
    555-0129
    telephone
    555-0129
    Telephone
  • Identity Synchronization and ConsistencyIdentity consistency across multiple directories
    FIM
    HR
    System
    givenName
    Samantha
    sn
    Dearing
    title
    mail
    Attribute Ownership
    employeeID
    007
    telephone
    givenName
    Bob
    Samantha
    Samantha
    Samantha
    sn
    Dearing
    Dearing
    Dearing
    FirstName
    LastName
    EmployeeID
    title
    Coordinator
    Coordinator
    Coordinator
    Coordinator
    Internal
    AD
    givenName
    Samara
    mail
    someone@example.com
    someone@example.com
    someone@example.com
    someone@example.com
    sn
    Darling
    employeeID
    007
    title
    Coordinator
    telephone
    555-0129
    555-0129
    555-0129
    555-0129
    mail
    Incorrect or Missing
    Information
    employeeID
    007
    telephone
    Identity
    Data
    Brokering
    (Convergence)
    Title
    Extranet
    AD
    givenName
    Sam
    sn
    Dearing
    title
    Intern
    mail
    someone@example.com
    employeeID
    007
    telephone
    E-Mail
    LDAP
    givenName
    Sammy
    sn
    Dearling
    title
    mail
    employeeID
    007
    telephone
    555-0129
    Telephone
  • Customizable Identity Portal
    SharePoint-based Identity Portal for Management and Self Service
    How you extend it
    Add your own portal pages or web parts
    Build new custom solutions
    Expose new attributes to manage by extending FIM schema
    Choose SharePoint theme to customize look and feel
  • Customizable Identity Portal
    Can be used to allow Extranet Partners to Perform Self-Service Management
    Give control of Account Management to users/administrators of the extranet partner
    Secure access to portal through VPN/Reverse Proxy
    Portal in the DMZ
    Can be used for Self-Service Password Reset (via domain-joined computer)
  • Strong Authentication—Certificate Authority
    • Streamline deployment by enrolling user and computer certificates without user intervention
    • Simplify certificate and SmartCard management using Forefront Identity Manager (FIM)
    • Can be used to automate Certificate management for dual factor auth approaches to SharePoint logins
    User is validated using multi-factor authentication
    FIM policy triggers request for FIM CM to issue certificate or SmartCard
    Certificate is issued to user and written to either machine or smart card
    SmartCard
    End User
    End User
    FIM CM
    Active Directory Certificate Services (AD CS)
    FIM
    SmartCard
    User ID andPassword
    Multi-Factor Authentication
    FIM Certificate Management (CM) requests certificate creation from AD CS
    User Enrollment and Authentication request sent by HR System
    HR System
  • Real World FIM Usage Scenarios
  • FIM for Extranet Forest Mgmt
    Internal AD DS Forest
    DMZ Extranet AD DS Forest
    FIM Auto-provisions certain user accounts in Extranet forest and keeps Passwords in Sync to allow Internal users to access/collaborate with Partners
    FIM allows Self-Service Portal Access for Extranet user accounts in the partner forest
    Two-factor Auth scenarios, to automate provisioning of user accounts AND certificates to systems
  • FIM for Role Based Access Control
    FIM is central to RBAC Strategy
    Can auto-add users to Groups based on RBAC Criteria
    HR Defines a user’s access based on their role
    FIM auto-adds that user to specific Role Groups in AD DS, which are tied to SharePoint Groups that have the rights that that role group requires.
    SharePoint Group
  • Session Summary
    Understand the Extranet Design Options for 2010
    Keep Extranet Accounts out of local AD
    Determine how Identities will be Managed
    Use FIM for Identity Management, Self-Service, and Provisioning/Deprovisioning of Extranet Accounts
    Use UAG to secure inbound access to extranets/intranets
  • Your Feedback is Important
    Please fill out a session evaluation form drop it off at the conference registration desk.
    Thank you!
  • Thanks for attending!Questions?
    Michael Noel
    Twitter: @MichaelTNoel
    www.cco.com