Checklist: Creating Claim Rules for a Claims Provider Trust

• Applies to:

  ✅ Windows Server 2025, ✅ Windows Server 2022, ✅ Windows Server 2019, ✅ Windows Server 2016

This checklist includes tasks for planning, designing, and deploying claim rules that are associated with a claims provider trust in Active Directory Federation Services (AD FS).

Note

Complete the tasks in this checklist in order. When a reference link takes you to a procedure, return to this topic after you complete the steps in that procedure so that you can proceed with the remaining tasks in this checklist.

Checklist: Creating a claim rule set for a claims provider trust

Task	Reference
Review concepts about claims, claim rules, claim rule sets, and claim rule templates and how they are associated with federated trusts.	The Role of Claims The Role of Claim Rules
Review concepts about how a claim flows through all the stages in the claims issuance pipeline and how rules are processed by the claims issuance engine.	The Role of the Claims Pipeline The Role of the Claims Engine
To effectively plan and implement the output claims that will be issued over this claims provider trust, determine whether one or more claim rules are needed and which claim rules you should use with this claims provider trust.	Determine the Type of Claim Rule Template to Use
Review concepts about when to create one claim rule over another and how you can use the claim rule language to provide more complex logic than standard rules in order to provide a desired result in the ideal output claim set.	When to Use a Pass Through or Filter Claim Rule When to Use a Transform Claim Rule When to Use a Send LDAP Attributes as Claims Rule When to Use a Send Group Membership as a Claim Rule When to Use a Custom Claim Rule The Role of the Claim Rule Language
A claim description must be created if one does not already exist that will fulfill the needs of your organization. AD FS ships with a default set of claim descriptions that are exposed in the AD FS Management snap-in.	Add a Claim Description
Depending on the needs of your organization, create one or more claim rules for the acceptance transform rules set that is associated with this claims provider trust so that claims will be issued appropriately.	Create a Rule to Pass Through or Filter an Incoming Claim Create a Rule to Send LDAP Attributes as Claims Create a Rule to Send Group Membership as a Claim Create a Rule to Transform an Incoming Claim Create a Rule to Send an Authentication Method Claim Create a Rule to Send an AD FS 1.x Compatible Claim Create a Rule to Send Claims Using a Custom Rule