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Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration
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Office 365: Planning and Automating for Hybrid Identity Scenarios in the Cloud – A Geeks Guide to Dir Sync and ADFS with Tools, Scripts and Deployment Hydration

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  • 1. IT PROS
  • 2. Office 365: Planning andAutomating for Hybrid IdentityScenarios in the CloudA Geeks Guide to Dir Sync and ADFS with Tools,Scripts and Deployment Hydration Jeremy Chapman @deployjeremy Office and Office 365 STPM Microsoft Office Division
  • 3. Why Move to the Cloud?
  • 4. false93sJWAF What is Office 365?
  • 5. DEMOOffice 365 Admin Portal
  • 6. Configuration Options Active Directory Directory Sync Federation Cloud ID
  • 7. Components and How it Works 1. Microsoft Online IDs 2. Microsoft Online IDs + Microsoft Online Services Directory Synchronization 3. Single Sign On + Directory Synchronization Trust Exchange Online Authentication Active Directory Admin Portal/ platform IdP SharePoint Online IdP Federation Server 2.0 PowerShell AD MS Online Directory Provisioning Directory Lync Online Sync platform Store Identity Services Office 365 Desktop SetupOn Premise Microsoft OnlineInfrastructure Services
  • 8. Comparing Identity OptionsAppropriate for Appropriate for Appropriate for • Smaller orgs without AD on- • Medium/Large orgs with AD • Larger enterprise orgs with premise on-premise AD on-premisePros Pros Pros • No servers required on- • Users and groups mastered • SSO with corporate cred premise on-premise • IDs mastered on-premise • Enables co-existence • Password policy controlledCons scenarios on-premise • No SSO • 2FA solutions possible • No 2FA Cons • Enables hybrid scenarios • 2 sets of credentials to • No SSO • Location isolation manage with differing • No 2FA password policies • 2 sets of credentials to Cons • IDs mastered in the cloud manage with differing • High availability server password policies deployments required • Single server deployment Federated IDs + DirCloud ID Cloud IDs + Dir Sync Sync
  • 9. Identity FederationAuthentication flow (Passive/Web profile) User Source ID Active Directory AD FS 2.0 S Logon (SAML 1.1) Token erver Authentication platform UPN:user@contoso.com Source User ID: ABC123 Auth Token UPN:user@contoso.com Unique ID: 254729 ` Exchange Online or Client S harePoint Online (joined to CorpNet)On Premise Microsoft Online Services
  • 10. General RequirementsFederated Identity and Directory Synchronization• Active Directory Forest Functionality level 2003• Windows 2008 for AD FS 2.0 or above• Windows 2003 or above for Directory Synchronization – 64 bit for 2008 and above• Support Virtualization• Hybrid Deployments – Exchange 2010 SP1 Client Access Server and associated Schema
  • 11. Converting a Domain to SSO• Recommended to start with Enterprise SSO, add and verify the domain before Directory Sync is run.• A one step operation for this domain and any sub domain – Users must logon via AD FS and are converted at login, password lost at this point• Ensure you prepare by – Ensure Directory Sync is healthy – Making sure all users have the right UPN in the cloud, remember a licensed user may not be updated – Make sure your AD FS server is accessible both internally and externally (required for Outlook connections)• After conversion – Verify login both internally and externally – Background operation will run to ensure all users have the right UPN
  • 12. Basic Steps to Single Sign On 1. Microsoft Online PowerShell Module for Windows 2. Connect to AD FS 2.0 and Microsoft Office 365 3. New-MsolFederatedDomain (returns details for proof of ownership) 4. New-MsolFederatedDomain Microsoft OnlineAdd Trust Services- Claim Rules- User Source ID = AD ObjectGUID Authentication Trust Admin Portal/ platform PowerShell Update Active Directory Required Provisioning TXT/MX Record Directory Federation Server 2.0 platform Store MSOL PowerShell Add Domain Module Verify-Domain Identity ServicesOn Premise - Active/Mex/Passive - Token certs Current/NextInfrastructure - Brand URI etc
  • 13. The Steps to SSO + DirSync1. Deployment Readiness 12. Add a federated subdomain2. Ensure UPNs match child domain name 13. View active domains in the O365 portal3. Verify UPN values using PowerShell 14. Assign license plan for the admin account4. Create DNS host record for ADFS 15. Activate Directory Sync5. Create a new domain certificate on DC 16. Install the Directory Sync Tool6. Assign new cert to the default website 17. Create a new OU and create new users7. Install and configure ADFS 2.0 on a server 18. Create a new contact and DG in Exchange8. Distribute Sign-in Assistant to client 19. Synchronize AD machines 20. Verify directory synchronization9. Install the MSOL Module for PowerShell 21. Optional: Update user info and force DirSync10. Add the federated domain 22. Update mail controls to shared domain11. Create a TXT record and verify the federated 23. Activate online user subscriptions domain 24. Verify ID federation 25. Deploy GPO to add STS URL to Local Intranet zone
  • 14. 1-3 Deployment ReadinessUser Object Attributes Specifically – Valid UPN suffix - Remove duplicate proxyAddress – No special characters (except !@#~.-_^) and userPrincipalName – Check for required missing attributes attributes. – No dots before @ - Update blank and invalid (user.jr.@microsoft.com) userPrincipalName attributesClient Readiness with a valid userPrincipalName. – Windows XP SP3 or newer - Remove invalid and – Office 2007 SP2 or newer questionable characters in the givenName, surname (sn), sAMAccountName, displayName, mail,
  • 15. DEMOOffice 365 Deployment Readiness ToolOutput
  • 16. WARNING AS TEMPING AS IT SOUNDS,SCRIPTING FIXES TO DIRECTORYATTRIBUTES CAN BREAK STUFF. USE EXTREME CAUTION!
  • 17. 4. Create DNS host record for ADFS
  • 18. 5. Create a new domain cert on DC
  • 19. 6. Assign new cert to the default website
  • 20. 7. Install and configure AD FS 2.0 on aserver
  • 21. 7. Install and configure AD FS 2.0 on aserver
  • 22. DEMOHydrate AD FS 2.0 Server(s)Customize Office 2010 Subscription Clients
  • 23. AD FS HW Config Based on User Counts Number of users Suggested hardware configuration Fewer than 1,000 users No dedicated federation server proxies 2 dedicated load-balanced AD FS servers 1,000 to 15,000 users 2 dedicated federation server proxies 15,000 to 60,000 users At least 2 dedicated federation server proxies Notes: 5 servers per AD FS Farm Open TCP port 443 for federation server and proxy communication Use AD FS Capacity Planning Spreadsheet for Sizing Recommendations
  • 24. 8. Distribute Sign-in Assistant to clientmachines
  • 25. 9. Install the MSOL Module for PowerShell
  • 26. 10. Add the federated domain
  • 27. 11. Create a TXT record in DNS
  • 28. Important External DNS Values in Office365DNS recordTXT Purpose This record is used for domain validation. It proves Value to use Host: @ (domain name)(Domain that you own the domain but it doesnt direct incoming TXT Value: <text string>Validation) mail for the domain to Office 365 service offerings. The values that you need to enter are provided to you by the Microsoft Online Services Portal add domain wizard. Note: The wizard also gives you the option of using a MX record for domain validation.CNAME This record allows Office Outlook clients to connect to Alias: Autodiscover Target: autodiscover.outlook.com For more information,(Exchange the Exchange Online service by using the see Use a CNAME Record to Enable Outlook to Connect.Online) Autodiscover service. Autodiscover automatically finds the correct Exchange Server host and configures Outlook for the users.MX This value directs all incoming mail for the domain to Domain: contoso.com(Exchange the Exchange Online service. Target Server <MX token>. mail.eo.outlook.comOnline) Preference: 10SPF (TXT) This sender policy framework (SPF) record identifies Values: v=spf1 include:outlook.com include: spf.messaging.microsoft.com(Exchange which of your email servers are authorized to transmit ~all.Online) email from your domain. This helps to prevent others For more information, see Use an SPF Record to Validate E-mail Sent from from using your domain to send SPAM or other Your Domain. malicious email. Only existing FOPE customers need “include: spf.messaging.microsoft.com” Note: If the firewall or proxy server blocks TXT lookups on an external DNS, this record should also be added to the internal DNS record.
  • 29. Important External DNS Values in Office365DNS record Purpose Value to useSRV (Lync Online) This value is for SIP federation and allows your Service: _sipfederationtls Protocol: TCP Priority: 10 Weight: 1 Port: 5061 Office 365 domain to share instant messaging (IM) Target: Sipfed.online.lync.com features with clients other than Windows Live Note: If the firewall or proxy server blocks SRV lookups on an external DNS, Messenger. this record should also be added to the internal DNS record.SRV (Lync Online) This SRV record is used by Microsoft Lync Online Service: _sip Protocol: TLS Priority: 100 Weight: 1 Port: 443 to coordinate the flow of information between Lync Target: sipdir.online.lync.com clients.CNAME (Lync This CNAME record is used by the Lync 2010 client Alias: sip Target: sipdir.online.lync.comOnline) to discover the Lync Online service and sign in. For more information, see Ensuring Your Network Works With Lync OnlineCNAME (Lync This CNAME record is used by the Lync 2010 Alias: lyncdiscoverOnline) mobile client to discover the Lync Online service Target: webdir.online.lync.com and sign in.Host (A) This record is used for single sign-on. It indicates Target (example): sts.contoso.com the end point for your off-premises users (and on- premises users if you choose) to connect to your AD FS federation server proxies or load-balanced VIP.TXT Exchange federation for hybrid deployment TXT record 1: contoso.com and associated custom-generated domain proof(Exchange hash (ex. “Y96nu89138789315669824”)Federation) TXT record 2: exchangedelegation.contoso.com and associated custom- generated domain proof hash (for example, “Y3259071352452626169”)
  • 30. 12. Verify the federated domain
  • 31. 13. Add a federated subdomain
  • 32. 14. View active domains in the O365 portal
  • 33. 15. Assign license plan for the admin account
  • 34. 16. Activate Directory Sync
  • 35. 17. Install Directory Sync Tool (not on the DC)
  • 36. WARNINGTHE DIRECTORY SYNC TOOL WILL CREATE THE MSOL_AD_SYNC ACCOUNT IN THE STANDARD USERS OU IN AD. DON’T DELETE IT!
  • 37. 18a. Create a new OU and create new users
  • 38. 18b. Assign Filterable Properties to OUMembers
  • 39. 19. Create a new contact and DG in Exchange
  • 40. 20. Synchronize Active Directory
  • 41. WARNING YOU CAN SYNCHRONIZE UP TO 20,000ACCOUNTS USING THE DIRSYNC TOOL. NEED WILL MORE? CALL US FOR AN EXCEPTION. ALSO SQL EXPRESS WITH DIRSYNC CANHANDLE UP TO 50K USERS. USE FULL SQL IF >50K USERS WILL BE SYNCING.
  • 42. 21. Verify Directory Synchronization
  • 43. 22a. Optional: update user info and forceDirSync
  • 44. 22b. Optional: update user info and forceDirSync
  • 45. 23. Update mail controls to shared domain
  • 46. 24. Activate online user subscriptions
  • 47. 25. Verify ID federation
  • 48. 25. Deploy GPO to add STS URL to Local Intranetzone
  • 49. Staging and PilotingStaged Rollout – Start with a Federated Domain and license users over timePiloting Federation – Suitable for existing production standard domains (running Directory Sync) containing production licensed users – Must use a different test domain, not sub-domain of an existing domain – Update existing/create new test user UPN on premise to new Test domain – Optionally revert users back to a Managed domain at end of pilot – More information http://community.office365.com/en-us/w/sso/357.aspx
  • 50. Converting a Domain back to Cloud IDsAffects all users in the Domain and Sub DomainsShould be used with Caution – Users may require a new password when converted back to Cloud based IDs • Password of users that did not login can use old password – Runs through all AD users to convert them back to cloud based IDs, i.e. can be long runningShare Password with users that were converted from Enterprise SSO toCloud IDs.
  • 51. Sign in Experience for Single Sign OnRich clients applications with Microsoft Online Sign In Assistant. – Lync, Office Subscriptions, CRM Rich client. – Integrated experience when on a domain joined machine on the corporate network. – Authenticates directly with AD FS server for internal clients and AD FS proxy for external clientsWeb based applications – SharePoint Online, OWA, Office Rich Applications (Word, PowerPoint etc) – Prompts for username to do realm discovery (click through) • Keep me signed in to by pass prompt still need to authenticate externally to AD FS server – Integrated authentication to AD FS server on Domain joined machine on the corporate network – Authenticates directly with AD FS server for internal clients and AD FS proxy for external clients – Smart links can help with username prompt for example http://www.outlook.com/contoso.com
  • 52. Sign On Experience Rich Applications (SIA) Web Clients Exchange Clients • Lync Online • Office 2010, Office 2007 • Office 2010, Office 2007 • Office Subscriptions SP2 with SharePoint SP2 • CRM Rich Client Online • Active Sync/POP/IMAP • Outlook Web Application • EntourageMS Online Username and Password Username and Password Username and PasswordIDs Online ID Online ID Online IDSSO IDs Username and Password Username and Password Username and Password(non-domain AD AD ADjoined) credentials credentials credentialsSSO IDs No Prompt Username Username and(domain joined) AD AD Password AD credentials credentials credentials Can save credentials Can save credentials Remember me =Persisted Cookie
  • 53. DEMOUser Sign-on Experience
  • 54. Office and Office 365 Resourceshttp://technet.microsoft.com/en-us/office365/defaulthttp://blogs.technet.com/b/office_resource_kit/http://technet.microsoft.com/en-us/office365/hh699847
  • 55. thank you
  • 56. Single Forest AD Structures and ConsiderationsStructure Description ConsiderationsMatching domains Internal Domain and External domain are No special requirements the same i.e. contoso.comSub domain Internal domains is a sub domain of the Requires Domains registered in order, external domain i.e. corp.contoso.com primary then sub domains.local domain Internal domain is not publicly Domain ownership can’t be proved, “registered” i.e. contoso.local must use a different domain • Requires all users to get new UPN. • Use SMTP address if possible • Smart Card issuesMultiple distinct UPN Mix of users having login UPNs under • Must use SupportMultipleDomainsuffixes in single different domains switch in PowerShellforest i.e. contoso.com & fabrikam.comMulti Forest Multiple AD Forest Support being developed (H1 2012)

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