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Setting Up UAG for SharePoint (part 1) - Setting Up SharePoint for Cross-Firewall Access & Creating Application Portal Trunk in UAG

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7/15/2011 5:49:43 PM
Forefront Unified Access Gateway is the next generation edge access server from Microsoft. This section explores how to set up Unified Access Gateway to access SharePoint sites using mobile devices. You will need to complete these major steps to set up UAG for SharePoint.
  • Set up SharePoint Alternate Access Mapping (AAM) for Cross Firewall Access.

  • Create an application portal trunk in UAG.

  • Set up the SharePoint application in UAG under the UAG trunk.

To access SharePoint sites from mobile devices, the SharePoint devices have to be accessed and the SharePoint Web application must be exposed to the mobile network. The first step is to set up SharePoint Alternate Access Mapping (AAM) for the Web application that is going to be exposed for mobile access. The AAM allows mapping of the internal SharePoint sites to an URL accessible from outside. The external URL is configured as one of the applications in the UAG’s portal trunk.

1. Important Considerations

Before you delve into the necessary configurations to publish SharePoint sites using Unified Access Gateway, consider the following important aspects of SharePoint and UAG.

1.1. Alternate Access Mappings

Alternate Access Mappings or AAMs provide a mechanism for directing Web requests to the correct Web applications. More importantly, AAMs provide users accessing the Web application from the defined mapping with a consistent users’ experience by mapping all of the URLs that would normally appear to have the address of the default Web application URL to the external URL. AAM is a cornerstone in exposing internal SharePoint 2010 sites to Internet and extranet zones. For example, the internal team sites portal for a company that is accessed using http://teamsites/ can be accessed from the Internet using http://teamsites.contoso.com. You do this by configuring an AAM and specifying an Internet Zone URL for the Web application.

1.2. Public Host Names

Public host names are the means by which each Web application is identified when published through the UAG and accessed remotely. The public host names assigned to the Web applications must share the UAG trunk’s parent domain name. Table 1 shows examples of valid and invalid public host names.

Table 1. Valid and Invalid Public Host Names
UAG TRUNK PUBLIC HOST NAMETRUNK’S PARENT HOST NAMEVALID SHAREPOINT PUBLIC HOST NAMEINVALID SHAREPOINT PUBLIC HOST NAME
access.contoso.comcontoso.comteams.contoso.comteams.com
  public.contoso.compublic.example.com

2. Setting Up SharePoint for Cross-Firewall Access

Alternate Access Mapping allows you to expose your SharePoint Web applications to different zones, including an extranet, the Internet, and so on. To expose the SharePoint sites to mobile devices, you must create an AAM that points to the Internet zone for your Web application. The following steps explain how to create the AAM for a mobile access scenario.

  1. Open the Central Administration site.

  2. Select Configure Alternate Access Mappings in the System Settings section.

  3. Click Show All for Alternate Access Mapping Collection and then click Change Alternate Access Mapping Collection. In the dialog box, select the Web application you want to configure for mobile access.

  4. Click the Edit Public URLs link.

  5. Enter the URL (as shown in Figure 1) that you want to use for mobile access in the Internet zone.

  6. Click Save to save your configurations.

Figure 1. Alternate Access Mapping for Internet and mobile access



Note:

The cross-firewall configuration is ideal if you are planning to use Windows authentication for Internet access to your SharePoint sites. If you are planning to use a different authentication provider, you must extend the Web application with the URL you want to use for the Internet Zone, and then configure the authentication provider.


Now you have configured the SharePoint Web application for cross-firewall access. Next you need to set up the UAG configuration that will enable access to this Web application from Internet and mobile devices using the access gateway portal.

When to Extend and When to Use AAMs

Some people are confused about when to use Alternate Access Mappings and when to extend a Web application to a zone. You might ask: Why do I have to extend my Web application to another zone when I want to have IIS respond to a new host header? Why can’t I simply add a URL for the existing Web application zone?

The answer may be slightly counterintuitive, but it’s relatively easy to understand.

When you create a Web application in SharePoint, the default Web application URL specified is the only URL host header for which the corresponding Internet Information Services (IIS) website will respond. If you need the SharePoint WFEs and IIS to respond to a different URL host header, you must extend the Web application to a different zone.

If you simply need to have the URL links served by the Web application appear to be different from the default URL host header, such as is the case with a secure access gateway, you can accomplish this by simply adding a Public URL using AAM.

This might be difficult to comprehend initially, because when you want to have the website respond to an additional host header in IIS, you simply add that host header to the website, and it is there immediately. Logically the AAM interface looks and feels a lot like this familiar IIS process, but deceivingly, it’s not the same process, because an Alternate Access Mapping is just that—a mapping, not an actual served URL.

Another difference is that an extended Web application allows for different authentication mechanisms and the serving of the same content across these authentication mechanisms, in addition to being on different request URLs. In the case of a secure access gateway, or any other reverse proxy type configuration, the AAM is the perfect choice, because it maps the user surfaced links and URLs in such a way that the requests are routed to the proxy or gateway device, rather than the WEFs. Then the proxy or gateway device sends that traffic to the WFEs by way of the default URL Web application. AAMs make this type of off-boxed/proxy configuration possible.

However, if you need to create a simple firewall rule for external access to SharePoint data, and the user requests will be processed directly by the WFEs, an extended Web application provides you with both the mapping and the additional host header response capabilities along with other benefits, such as the authentication options.


3. Creating Application Portal Trunk in UAG

The steps involved in creating the application portal trunk are as follows.

  1. Launch the Unified Access Gateway Management console.

  2. Expand the Forefront Access Gateway node.

  3. Right-click the HTTP Connections node and select New Trunk from the shortcut menu to open the New Trunk Wizard.

  4. Click Next on the Welcome page of the wizard.

  5. Select the Portal Trunk option and click Next to create a portal trunk, which in turn can publish SharePoint sites.

  6. In the Setting The Trunk dialog box, specify the following details and click Next.

    • Trunk Name

    • Public host name

    • External Web Site IP address, HTTP port, and HTTPS port

  7. On the Step 4 – Authentication dialog box shown in Figure 2, specify the authentication server by clicking Add and then selecting the authentication server listed.

    Figure 2. Select the authentication and authorization server for a portal trunk.


  8. Click Select to confirm the selection and then click Next.

  9. On the Step 5 – Endpoint Security dialog box shown in Figure 3, select the Use Forefront UAG Access Policies option and click Next.

    Figure 3. Specify Endpoint Security.

  10. On the Step 6 – Endpoint Policies dialog box shown in Figure 4, accept the default Endpoint Policies and click Next.

    Figure 4. Specify Endpoint Policies.

  11. On the Completing The Create Trunk Wizard page, review your selections and then click Finish to create the portal trunk. This portal trunk can be used for creating application portals for SharePoint sites behind the firewall.

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