Manually Add CSM as a Relying Party

To manually add CSM as a relying party:

1. Start the ADFS 2.0 Manager.
2. Under Trust Relationships (left side of the window), select Relying Party Trusts.
3. On the right side, select Add Relying Party Trust.
4. Click Start.
5. Select Enter data about the relying party manually, and then click Next.
6. Provide a Display Name, and then click Next.
7. Select ADFS 2.0 profile, and then click Next.
8. Import an encryption certificate:
   1. Click Browse, and then select the certificate (.cer file) that was used when setting up the CSM Service Provider.

   2. Click Next.

9. Select Enable support for the Saml 2.0 WebSSO protocol. Enter the URL to the Cherwell web service page that is used as the assertion consumer. This is the domain followed by "CherwellService/Saml/Assertion.aspx" (ex: "https://www.mycompany.com/CherwellService/Saml/Assertion.aspx)".

   Click Next.

10. Provide a URL for the relying party trust identifier.

    The URL must match what was entered in CSM as the service provider entity ID.

11. Click Add, and then Next.
12. Select Permit all users to access this relying party, and then click Next.
13. Verify the selections, and then click Next.
14. Ensure that Open the Edit Claim Rules dialog for this relying party when the Wizard closes is selected, and then click Close.
15. On the Issuance Transform Rules tab, click Add Rule, and then follow the instructions for the desired type of ID.