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#SPSBE




Claims based authentication
     for mere mortals
            #SPSBE26



         Thomas Vochten
About me
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Agenda
• Claims Based Identity
• Claims within SharePoint 2010
• Claim Providers
• Windows Claims
• Trusted Provider claims
• Federation & Single Sign On
• Claims in the Real World
Claims based identity




Who do you trust?
Claims based identity
•   Not a new concept
•   Claims provide abstraction
•   Authentication (AuthN) versus Authorization (AuthZ)
•   AuthZ decision are based on claims
Setting the scene
•   Claim
•   Security Token
•   Identity Provider (IdP)
•   Relying Party (RP)
•   Security Token Service (STS)
•   Realm
Name
 Claim
                Age
 Claim
            Location
 Claim

 Claim

Signature
AuthN




        AuthZ
Claims within SharePoint 2010
3 types of claim providers
• Windows
• Trusted Provider
• Forms Based Authn


Multiple Authn providers possible in the same zone
Be sure to be at Service Pack 1 with June 2011 CU minimum
Multiple Authentication Providers
Mixed Authentication                                                     Multi-Authentication
      SharePoint                                                               SharePoint
      Farm                                                                     Farm




          Web Application                                                          Web Application
                                                Windows                                                                  Windows Authentication
                       Zone: Default            Authentication                                  Zone: Default
                                                                                Regular label-callout text               FBA Authentication


                   Extended Web Application                                                 Extended Web Application
                               Zone: Extranet           FBA                                             Zone: Extranet          SAML Based Authentication
                                                        Authentication                                                          FBA Authentication


                   Extended Web Application                                                 Extended Web Application
                               Zone: Intranet            ...                                            Zone: Intranet           Windows Authentication



                   Extended Web Application                                                 Extended Web Application
                               Zone: Internet            ...                                            Zone: Internet           ...
                   Extended Web Application                                                 Extended Web Application
                                Zone: Custom             ...                                             Zone: Custom            ...
Multiple Authentication Providers
Identity Normalization
Identity Claim Format




i:0#.t|federation|thomasvochten
i:0#.w|labthomasvochten
Claims Providers
• Augmentation of claims
• Resolution of claims
Windows Claims
• NTLM or Kerberos
• Automatic sign in
• Used by SharePoint internally
• Claims to Windows Token Service for outbound claims (c2wts)


Claims Provider Functions
• Augmentation with Windows security groups
• People picker does lookups in Active Directory
Migrating to Windows Claims
• Planning is crucial
• Classic to claims only
• No way back
• 2 step process:

  Changing the web application to use claims
  Migrating the user identities
Demo



  Exploring Windows Claims
Trusted Provider claims
•   SharePoint as relying party
•   Needs an external identity provider such as ADFS
•   Based on open standards (SAML, WS-*)
•   Logging in: just a bunch of redirects
•   Migration not out of the box (custom code needed)
Setup
•   Setup identity provider
•   Setup trust via PowerShell


Claims Provider functions
•   Nothing out of the box (custom code needed)
Trust




                                3
                                                                                                                                           SharePoint

                                     A
                                      ut
                                        he
                                         nt
                                           ic
                                4



                                             at
                                               io
        Identity Provider
                                    S




                                                   n
                                     ec




                                                    R
     Security Token Service
                                       ur




                                                       eq
                                       ity




                                                        ue
            (IP-STS)
                                            to




                                                            st
                                               k
                                              en



                                                                               5   Service token request                                              Claims
                                                                                                                                                     Providers
                                                                               6   Security token response
                                                                                                                              SharePoint
                    ASP.net                                      Client              1
Active Directory                                                                          Requ                                  STS          Trust
                   Membership                                                                     e st R
                                                                                                         eso   urce
                                                                           2   Auth
                                                                                    en   ticate
                                                                                                  Requ
                                                                                                         est/R                              SharePoint
                                                                                                                 edire
       LiveID       SAML                                                                                                 ct                Authorization
                    Based
                                                                                    7 Request Resource with
                                                                                      service token
Demo



  Exploring Trusted Provider Claims
Federation & Single Sign On
• Chain of trusted/trusting identity providers
• Multiple use cases

   extranet access
   mergers & acquisitions
   cross-forest authentication

• Single Sign On possibilities
• Integration with other systems like FIM, UAG or ACS
Claims in the real world
• When would you use claims based AuthN?
• Integration with other applications like Office
• Some stuff will break or doesn’t support claims!
• Choose your unique ID wisely
• You will probably need a custom claims provider
• Home realm discovery
• Learn to give up control
• Test test test
Some last considerations…
•   Use SSL
•   Kerberos is not dead
•   Choose your unique ID wisely
•   Software prerequisites
•   Token cache settings
•   No 2 factor AuthN out of the box
•   Custom claims provider on app server
•   FAST document preview
•   Debatable workaround for c2wts
•   SQL, PowerPivot, PerfPoint, UPA,...
•   SAML claims has the most functional issues
•   Next wave of MS products
RESOURCES
•   A guide to claims based identity and access control (2nd edition), MSDN
•   Implementing Claims-Based Authentication with SharePoint Server 2010, TechNet
•   Steve Peschka’s blog




Links & more resources available on my blog at http://thomasvochten.com
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Claims Based Authentication for Mere Mortals #SPSBE26

  • 1. #SPSBE Claims based authentication for mere mortals #SPSBE26 Thomas Vochten
  • 3. A big thanks to our sponsors Platinum Sponsors Gold Premium Sponsors Venue Sponsor Gold Sponsors
  • 4. Agenda • Claims Based Identity • Claims within SharePoint 2010 • Claim Providers • Windows Claims • Trusted Provider claims • Federation & Single Sign On • Claims in the Real World
  • 6. Claims based identity • Not a new concept • Claims provide abstraction • Authentication (AuthN) versus Authorization (AuthZ) • AuthZ decision are based on claims
  • 7. Setting the scene • Claim • Security Token • Identity Provider (IdP) • Relying Party (RP) • Security Token Service (STS) • Realm
  • 8. Name Claim Age Claim Location Claim Claim Signature
  • 9. AuthN AuthZ
  • 10. Claims within SharePoint 2010 3 types of claim providers • Windows • Trusted Provider • Forms Based Authn Multiple Authn providers possible in the same zone Be sure to be at Service Pack 1 with June 2011 CU minimum
  • 11. Multiple Authentication Providers Mixed Authentication Multi-Authentication SharePoint SharePoint Farm Farm Web Application Web Application Windows Windows Authentication Zone: Default Authentication Zone: Default Regular label-callout text FBA Authentication Extended Web Application Extended Web Application Zone: Extranet FBA Zone: Extranet SAML Based Authentication Authentication FBA Authentication Extended Web Application Extended Web Application Zone: Intranet ... Zone: Intranet Windows Authentication Extended Web Application Extended Web Application Zone: Internet ... Zone: Internet ... Extended Web Application Extended Web Application Zone: Custom ... Zone: Custom ...
  • 15. Claims Providers • Augmentation of claims • Resolution of claims
  • 16. Windows Claims • NTLM or Kerberos • Automatic sign in • Used by SharePoint internally • Claims to Windows Token Service for outbound claims (c2wts) Claims Provider Functions • Augmentation with Windows security groups • People picker does lookups in Active Directory
  • 17. Migrating to Windows Claims • Planning is crucial • Classic to claims only • No way back • 2 step process: Changing the web application to use claims Migrating the user identities
  • 18. Demo Exploring Windows Claims
  • 19. Trusted Provider claims • SharePoint as relying party • Needs an external identity provider such as ADFS • Based on open standards (SAML, WS-*) • Logging in: just a bunch of redirects • Migration not out of the box (custom code needed) Setup • Setup identity provider • Setup trust via PowerShell Claims Provider functions • Nothing out of the box (custom code needed)
  • 20. Trust 3 SharePoint A ut he nt ic 4 at io Identity Provider S n ec R Security Token Service ur eq ity ue (IP-STS) to st k en 5 Service token request Claims Providers 6 Security token response SharePoint ASP.net Client 1 Active Directory Requ STS Trust Membership e st R eso urce 2 Auth en ticate Requ est/R SharePoint edire LiveID SAML ct Authorization Based 7 Request Resource with service token
  • 21. Demo Exploring Trusted Provider Claims
  • 22. Federation & Single Sign On • Chain of trusted/trusting identity providers • Multiple use cases extranet access mergers & acquisitions cross-forest authentication • Single Sign On possibilities • Integration with other systems like FIM, UAG or ACS
  • 23.
  • 24. Claims in the real world • When would you use claims based AuthN? • Integration with other applications like Office • Some stuff will break or doesn’t support claims! • Choose your unique ID wisely • You will probably need a custom claims provider • Home realm discovery • Learn to give up control • Test test test
  • 25. Some last considerations… • Use SSL • Kerberos is not dead • Choose your unique ID wisely • Software prerequisites • Token cache settings • No 2 factor AuthN out of the box • Custom claims provider on app server • FAST document preview • Debatable workaround for c2wts • SQL, PowerPivot, PerfPoint, UPA,... • SAML claims has the most functional issues • Next wave of MS products
  • 26. RESOURCES • A guide to claims based identity and access control (2nd edition), MSDN • Implementing Claims-Based Authentication with SharePoint Server 2010, TechNet • Steve Peschka’s blog Links & more resources available on my blog at http://thomasvochten.com
  • 27. We need your feedback! Scan this QR code or visit http://svy.mk/sps2012be Our sponsors: