Setting up ADFS Servers – Part 3

Configure ADFS 2.0 RTW

  1. Click Start -> Administrative Tools -> ADFS 2.0 Management
  2. Click ‘ADFS 2.0 Federation Server Configuration Wizard’
  3. Select ‘New federation server farm’ and click ‘Next’
  4. Even if you are only installing one server now and have no plans on installing another ADFS server, select this option. You cannot change a standalone ADFS server to an ADFS server farm after the fact.
  5. The public certificate and validate the Federation Service name will be automatically filled in. Verify and click ‘Next’
  6. Enter the domain\service account and the password. Click ‘Next’
  7. Let the wizard complete the install of ADFS
  8. Reboot the server when prompted

Federating with Office 365

  1. Right click and run as Administrator, ‘Microsoft Online Services Module for Windows PowerShell’ from the desktop
  2. Set the Execution Policy for the local server to Remote Signed

  3. Set your credential Variable

  4. Enter the Username and password for the global admin account on Office 365 when prompted


  5. Connect to Microsoft Online Services with the credential variable set previously


  6. Set the MSOL ADFS Context server, to the ADFS server


  7. Convert the domain to a federated domain


  8. 10. Verify federation

Install ADFS 2.0 RTW on ADFS02

  1. Double click the file that you just downloaded to launch the install


  2. Click Next on the Welcome Screen


  3. Accept the License Agreement


  4. Server Role Option screen, Add a federation server to an existing Federation Service is selected


  5. Click ‘Next’ and walk through the rest of the install process.


    • This will install all the required operating system components and setup the ADFS site in IIS
    • Windows Identity Foundation
    • .NET Framework 3.5 SP1
    • Internet Information Services (IIS)
    • Windows PowerShell 2.0
    • When the install is finished, uncheck ‘ Start the ADFS 2.0 Management Snap-in’ and click ‘Finish’


Install Update Rollup 1 for ADFS 2.0 on ADFS02

Download and install the update from this Microsoft site




The Complete Series of Posts


  1. Open Office 365 Account and Sign up for the E Plan Trail
  2. Add and Verify the primary SMTP domain
  3. Setting up ADFS Servers with Windows NLB
    1. Part 1
    2. Part 2
    3. Part 3
    4. Part 4


  4. Setting up ADFS Proxy Servers with Windows NLB
    1. Part 1
    2. Part 2


  5. Setup Directory Synchronization to Office 365

6.   Force AD Synchronization with Office 365

Thanks for visiting and reading my posts. I am always looking for more ideas. Please comment or email me with what you would like to see.

Kelsey Epps

Office 365 MVP

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