This post is migrated from previous hosting provider. There are still some issues with old posts. Please make a comment on this post with any issues.

Visual guide to Windows Live ID authentication with SharePoint 2010 - part 3

Tags: LiveID, SharePoint 2010

Here is the third part of my Visual guide to Windows Live ID authentication in SharePoint 2010. This part takes off just where we ended the last part. If you haven't read part 1 and part 2 then make sure to read them through before continuing.

Submitting site for compliance

In order to get your INT site into the PROD/production environment you need to make sure that your site follows the compliance rules. If you do not follow the rules then you will not be able to run your site using the "normal" Live ID accounts. The compliance criteria and verification cases can be found at the MSM site as Word or PDF format. Note that this document is dated way back in 2006 so some things are quite outdated. Here is a short but not complete summary of the compliance criteria:

  • Must work with Internet Explorer 6.0 or later (don't think this one is valid though, since I got my SharePoint 2010 site approved - aim for IE7+ support)
  • A link to your Privacy statement must exist on the first page and this privacy statement must include a link to the Windows Live ID privacy statement
  • All first-level pages must have a valid and functional Sign In text or valid Live ID Sign In button
  • There must be a Sign Out link (or image) when logged in
  • Windows Live ID must be correctly spelled and have the trademark symbol at first mention

If you are going to use images for the Sign In and Sign Out links - you must use the official ones. And you must have them point to the original location.

 http://www.passportimages.com/signin.gif  http://www.passportimages.com/signout.gif

Once you believe that you meet the criteria's it is time to submit it for approval. In the MSM site go to your site and select Submit for compliance.

Submit for compliance

This link takes you to a wizard where you have a link to the compliance criteria and verification cases documents. The wizard has two pages. On the first page choose Yes in the drop down (if you meet the compliance requirements). Then click Next

Compliance wizard

The second requires you to enter information about your site, test environment and anticipated launch date. You also have to option to write some notes to the tester. Once you have entered the information click Submit.

Compliance properties

When you're done you should see a message that the site is successfully submitted.

Congratulations

Now all you have to do is wait for a response from the tester. This can take anything between two days to two weeks. While you are waiting you can see the current status of your site in the MSM site. The image below shows that; (1) your site is pending, (2) you cannot longer submit it for compliance and (3) it is not yet submitted to production (this is the next step).

Waiting...

Compliance answer

You will receive answer after some time and it can either be negative or positive. I've actually had some problems at first - the tester did not see the standard (OOTB) Sign In link in SharePoint 2010 (probably due to the 115% zoom bug in SP2010). But once it was approved I received an email like this:

YES!!!

Submitting for production

When you are approved but before you can use the site in the PROD environment you need to go back to the MSM site and submit the site into production. This is done on the manage site page. The Site Details will look like this before submitting to production.

Completed

To submit the site to the PROD environment choose the Submit Site Properties to Production link in the Tasks below the Site Details:

Submit again...

Once you have clicked that link you will be asked to specify the production environment details. The most important thing is to change the DNS Name. As said in part 1 you must use a URN instead of a URL. If you have a URN like this urn:wictorslivesite:int then create a URN looking like this for production: urn:wictorslivesite:prod.

DNS Name

When you are done click Submit and on the next page verify that all your properties are valid. Once you are ready click the Yes button to finalize the submission to the PROD environment.

Congratulations x2

The Site Details should look like this when everything is set and done.

In production

Configuring the PROD site

Enough of fiddling in the MSM site - let's take on SharePoint 2010 instead. These steps are pretty much the same as for when configuring the INT site - with the difference that we use another certificate, the new DNS Name, a new login URL and new accounts.

First you need to get the PROD certificate. Go to https://nexus.passport.com/federationmetadata2/2007-06/federationmetadata.xml and extract the signing certificate. Copy the inner text of the X509Certificate element into an empty Notepad document and save it as LiveID.cer.

Lot of characters...

Start a new MMC session and add the Certificates snap in. Import this certificate into the same three locations as you did with the INT certificate; Trusted Root Certificates, Trusted People and SharePoint. Make sure to do this on ALL WFE and application servers in your SharePoint farm.

MMC

Note that you do not need to remove the INT certificate if you are using the same farm/servers for PROD and INT.

Next is to fire up PowerShell and do basically the same procedure as for the INT site. The difference is highlighted in red below:

1: asnp microsoft.sharepoint.powershell
2: $realm = "urn:wictorslivesite:prod"
3: $certfile = "C:\Temp\LiveID.cer"
4: $rootcert = Get-PfxCertificate $certfile
5: New-SPTrustedRootAuthority "Live ID Root Authority" -Certificate $rootcert
6: $emailclaim = New-SPClaimTypeMapping     -IncomingClaimType "http://schemas.xmlsoap.org/claims/EmailAddress"     -IncomingClaimTypeDisplayName "http://schemas.xmlsoap.org/claims/EmailAddress"     -SameAsIncoming
7: $upnclaim =  New-SPClaimTypeMapping     -IncomingClaimType "http://schemas.xmlsoap.org/ws/2005/05/identity/claims/nameidentifier"     -IncomingClaimTypeDisplayName "UPN"     -LocalClaimType "http://schemas.xmlsoap.org/ws/2005/05/identity/claims/upn"
8: $authp = New-SPTrustedIdentityTokenIssuer -Name "LiveID"     -Description "LiveID" -Realm $realm -ImportTrustCertificate $certfile     -ClaimsMappings $emailclaim,$upnclaim -SignInUrl "https://login.live.com/login.srf"     -IdentifierClaim "http://schemas.xmlsoap.org/ws/2005/05/identity/claims/nameidentifier"

On line 2 you must use the PROD DNS Name/URN. On line 3 you need to use the newly created Live ID certificate On line 5 use a different name of the trusted root authority, compared to the INT site On line 8 when creating the trusted identity provider specify a different name (than the INT provider) and use the PROD Sign In Url.

Then go to Central Administration on your site and select the Web Application that will use the Live ID. Configure the authentication providers to use the new trusted identity provider. If it is the same web application uncheck the INT provider before checking the PROD provider and save your edits.

We're close now...

Only one thing more to do. The INT and PROD environments uses different Unique User Identifiers for the logins. If Live ID is your only authentication provider you need to configure a new site collection administrator for your site collections. You can find the Unique ID on the Live ID Account Overview page.

Long ID's

Use that ID and append @live.com and use that when configuring your site collection admins:

Permissions

That's it - you are now running your SharePoint 2010 site using Windows Live ID login! Use the same procedure as in part 2 to assign permissions to all users out there...

Summary

This also sums up this series on configuring SharePoint 2010 for usage with Windows Live ID. I hope that you enjoyed it and avoids falling into some of the traps that I did along the road. Possibly (but not guaranteed) I will have some follow-ups on this series with some more troubleshooting and interesting tidbits found on my journey!

Keep on SharePointing!

Oh, and if your in Singapore next week for the Southeast Asia SharePoint Conference just come by and say hello and I'll give you some great discount on my SharePoint book - SharePoint 2010 Web Parts in Action.

7 Comments

  • Mateusz said

    I don't want to add any unnecessary elements to my SharePoint website. I want to make sure that I understand the compliance reqiurements right: 1. Is out-of-the-box SharePoint log-in / log-out functionality enough or do I need to place these images in a more visible place? 2. Is the out-of-the-box "Select the credentials..." page taken under consideration? 3. Is it enough to put just a link to the privacy statement on a main website? Is it the one: http://privacy.microsoft.com/en-us/fullnotice.mspx?

  • Mateusz said

    Since noone seems to answer here anymore, I'll answer myself. 1) I put a link to privacy statement on a main website. 2) I customized the login website a little bit, basically replaced drop-down list with two links "Internal employees" and "Login using Windows Live ID". It took over two weeks to pass the compliance.

  • Mallikharjun said

    I have followed the same steps and enbaled Live Id Authentication on SharePoint 2010. In Sign-in Page, it is asking to choose “Live Id” or “Windows Authentication” from Dropdown. I logged in successfully using Live ID into the site. Once I click on Sign-out, its redirecting to Sign-in page(starting page) but not Signing out properly. again I choose LiveID from drop down, its not asking for credentials its taking previous login credentials. am I missing anything?

  • Saurabh Kumar Singh said

    Hi, This article helps me to understand all steps to migrate LIVE-INT to LIVE ID environment. But I am looking for steps to integrate SharePoint 2010 Site with Windows LIVE ID in development environment, because LIVE-INT environment doesn't work. I am not able to signup with LIVE-INT.com Thanks, Saurabh Kumar Singh

  • Robt said

    Thank you a bunch for sharing this with all folks you actually recognize what you're speaking about! Bookmarked. Kindly additionally consult with my web site =). We could have a link trade arrangement among us

Comments have been disabled for this content.

About Wictor...

Wictor Wilén is the Nordic Digital Workplace Lead working at Avanade. Wictor has achieved the Microsoft Certified Architect (MCA) - SharePoint 2010, Microsoft Certified Solutions Master (MCSM) - SharePoint  and Microsoft Certified Master (MCM) - SharePoint 2010 certifications. He has also been awarded Microsoft Most Valuable Professional (MVP) for seven consecutive years.

And a word from our sponsors...