PingFederate Server

Configuring external databases for client storage

Specific tables are required in order for PingFederate to store OAuth client records on your database server. Table-setup scripts are provided for supported database servers.

About this task

PingFederate does not migrate client records from one storage medium to another. You must recreate your clients after updating the client storage configuration. If you need only a few clients, you can recreate them using the administrative console.

If you need a large number of clients, use the administrative API to retrieve your client records before updating the client storage. Update the client storage configuration and recreate your clients using the administrative API based on the retrieved records. For more information, see PingFederate administrative API.

Use the built-in HSQLDB only for trial or training environments. For testing and production environments, always use a secured external storage solution for proper functioning in a clustered environment.

Testing involving HSQLDB is not a valid test. In both testing and production, it might cause various problems due to its limitations and HSQLDB involved cases are not supported by Ping Identity.

Steps

  1. Edit the <pf_install>/pingfederate/server/default/conf/service-points.conf file.

    1. Locate the client.manager service point.

    # Service for storing OAuth client configuration.
# Supported classes are
#   org.sourceid.oauth20.domain.ClientManagerXmlFileImpl  : Use this service-point for an XML implementation.
#   org.sourceid.oauth20.domain.ClientManagerJdbcImpl     : Use this service-point for a Jdbc implementation.
#   org.sourceid.oauth20.domain.ClientManagerLdapImpl     : Use this service-point for an LDAP implementation.
#   org.sourceid.oauth20.domain.ClientManagerDynamoDBImpl : Use this service-point for a DynamoDB implementation
#   org.sourceid.oauth20.domain.ClientManagerGenericImpl  : Use this service-point if you have specified a custom ClientStorageManager implementation above.
client.manager=org.sourceid.oauth20.domain.ClientManagerXmlFileImpl

    1. Update the value of the service point to org.sourceid.oauth20.domain.ClientManagerJdbcImpl.

    2. Save the file.

      You must set up an external database because you cannot share the bundled HSQLDB database across multiple PingFederate engine nodes. For production standalone deployments, we recommend you store the client records in an external secured database.

  2. Run the table-setup scripts for your database server provided in the <pf_install>/pingfederate/server/default/conf/oauth-client-management/sql-scripts directory.

  3. If you have not already done so, create a Java Database Connectivity (JDBC) datastore for your database server. Go to = System → Data & Credential Stores.

  4. In the Data Stores window, copy the system ID of the applicable JDBC datastore.

  5. Edit the <pf_install>/pingfederate/server/default/data/config-store/org.sourceid.oauth20.domain.ClientManagerJdbcImpl.xml file.

    For a clustered PingFederate environment, edit this file on the administrative console node first, and then replicate to other engine nodes using System → Server → Cluster Management as explained in later steps.

    Replace the <c:item name="PingFederateDSJNDIName"/> element value with the system ID of your datastore connection and save the file.

    Example:

    If the system ID is JDBC-123456789ABCDEF123456789ABCDEF123456A0AC, update the org.sourceid.oauth20.domain.ClientManagerJdbcImpl.xml file as follows.

    <?xml version="1.0" encoding="UTF-8"?>
<c:config xmlns:c="http://www.sourceid.org/2004/05/config">
    <c:item name="PingFederateDSJNDIName">JDBC-123456789ABCDEF123456789ABCDEF123456A0AC</c:item>
</c:config>

  6. Start or restart PingFederate.

    include:::partial$pf_rc_notes.adoc[tags=pf_ph_replicateConfiguration] Start or restart the PingFederate service on each engine node to activate the change.

Configuring an Amazon DynamoDB for client storage

Set up an Amazon DynamoDB so that PingFederate can store OAuth client records in the DynamoDB NoSQL database.

Before you begin

Ensure that your server is configured to access DynamoDB.

About this task

PingFederate requires specific tables to store OAuth client records on your DynamoDB server. Table-setup scripts are provided for this purpose.

Steps

  1. To create a table in DynamoDB to contain OAuth clients, run the commands in the <pf_install>/pingfederate/server/default/conf/oauth-client-management/nosql-scripts/oauth-client-management-dynamodb.txt file.

    1. Optional: To rename the table and index names, edit the table-name and \"IndexName\" values in the table script in the oauth-client-management-dynamodb.txt file.

  2. Edit the <pf_install>/pingfederate/server/default/conf/service-points.conf file:

    1. Locate the ClientManager service point:

      # Service for storing OAuth client configuration.
# Supported classes are
# org.sourceid.oauth20.domain.ClientManagerXmlFileImpl : Use this service-point for an XML implementation.
# org.sourceid.oauth20.domain.ClientManagerJdbcImpl : Use this service-point for a Jdbc implementation.
# org.sourceid.oauth20.domain.ClientManagerLdapImpl : Use this service-point for an LDAP implementation.
# org.sourceid.oauth20.domain.ClientManagerDynamoDBImpl : Use this service-point for a DynamoDB implementation
# org.sourceid.oauth20.domain.ClientManagerGenericImpl : Use this service-point if you have specified a custom ClientStorageManager implementation above.
client.manager=org.sourceid.oauth20.domain.ClientManagerXmlFileImpl

    2. Update the value of the class attribute to org.sourceid.oauth20.domain.ClientManagerDynamoDBImpl.

    3. Save the file.

      For a clustered PingFederate environment, you must edit the service-points.conf file on each node manually because cluster replication can’t replicate this change to other nodes.

  3. Optional: If you modified the default table and index names in the oauth-client-management-dynamodb.txt file in step 1, edit the <pf_install>/pingfederate/server/default/data/config-store/org.sourceid.oauth20.domain.ClientManagerDynamoDBImpl.xml file to match your customized configuration.

    If you ran the script commands from the oauth-client-management-dynamodb.txt as is and did not change the default names in the commands, you do not need to edit the <pf_install>/pingfederate/server/default/data/config-store/org.sourceid.oauth20.domain.ClientManagerDynamoDBImpl.xml file.

    1. Replace the <c:item name="ClientsTableName"/>, <c:item name="ClientIdIndex"/>, <c:item name="ClientNameIndex"/>, <c:item name="LastModifiedIndex"/>, and <c:item name="CreationTimeIndex"/> element values with the customized names created during your initial DynamoDB setup.

    2. Save the file.

      The following table describes the preconfigured PingFederate variables in the <pf_install>/pingfederate/server/default/data/config-store/org.sourceid.oauth20.domain.ClientManagerDynamoDBImpl.xml file.

    DynamoDB Client Manager Variables
    Variable Description

    PingFederateSortedOAuthClientId-index

    The name of the OAuth client ID index. This index is used to support sorting by Client ID on the Client Management Admin UI page.

    This is the default value.

    PingFederateSortedOAuthClientName-index

    The name of the OAuth client name index. This index is used to support sorting by Client Name on the Client Management Admin UI page.

    This is the default value.

    PingFederateSortedOAuthClientLastModified-index

    The name of the OAuth client last modified index. This index is used to support sorting by Last Modified Time on the Client Management Admin UI page.

    This is the default value.

    PingFederateSortedOAuthCreationTime-index

    The name of the OAuth client creation time index. This index is used to support sorting by Creation Time on the Client Management Admin UI page.

    This is the default value.

    EndpointOverride

    An optional endpoint URL which should not be used in production but allows for testing with a local development DynamoDB instance.

    By default, this value is empty. To test DynamoDB running locally, specify EndpointOverride to point to a local endpoint. For example, <c:item name="EndpointOverride">http://localhost:8000</c:item>;. For more information, see DynamoDB local usage notes in the Amazon DynamoDB documentation.

    dynamoDbBatchSize

    Number of records to request when performing batch operations against DynamoDB. The minimum allowed value is one, the maximum allowed value is 100, and the default value is 50.

    ApiCallTimeout

    The amount of time in milliseconds to allow the client to complete the execution of the API call.

    The default value is 10000.

    ApiCallAttemptTimeout

    The amount of time in milliseconds to wait for the HTTP request to complete before giving up and timing out.

    The default value is 1000.

    query-client-count

    The number of OAuth clients returned on search operations for ‘Check Usage’ pop-ups of resources referenced by clients. Negative values signify the retrieval of all clients.

    The default value is 2000.

  4. Start or restart the PingFederate service.

    For a clustered PingFederate, replicate this new configuration to other engine nodes on System → Server → Cluster Management. Start or restart the PingFederate service on each engine node to active the change.

    Frequent use of certain Admin UI operations, such as searching the OAuth Client list or detecting usage on various pages (Access Token Management, OpenID Connect Policy Management, Token Exchange Processor Policies, CIBA Request Policies, and Trusted CAs), may result in full table scans. This can impact the table’s required Read Capacity.