Creating an environment
One of the first things you should do after you create a PingOne organization is create an environment. A setup assistant guides you through this process.
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You must have the Organization Admin role or a custom role with equivalent permissions to create an environment. |
Steps
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In the PingOne admin console sidebar, click the Ping Identity logo to open the Environments page.
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Click the Plus icon ().
Result:
The Add New Environment setup assistant starts.
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Define your environment by entering the following:
Field Description Name
A unique identifier for the environment.
Description (optional)
A brief description of the environment.
License Type
Select Trial.
If you don’t already have a trial license for PingOne, selecting the Trial option creates a 30-day trial environment which you can use to test and evaluate PingOne services you haven’t yet purchased.
Environment Use Case
Select Customer or Workforce.
Customer allows you to design registration and subsequent sign-on experiences for your customers.
Workforce allows you to design single sign-on experiences for your employees.
Environment Type
Sandbox is the only option for Trial licenses.
Include DaVinci flows for getting started
(Workforce only) Select this checkbox to include DaVinci flows in the new environment that are used in the getting started experience. This option is only available if you have a license that includes DaVinci.
Generate sample populations and users
Select this checkbox to generate two populations and 40 sample users in the new environment.
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Click Next.
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Click an option on the Environment Setup modal:
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Guide Me: PingOne selects capabilities for you.
You’ll have the option to remove any of these capabilities before you finalize the environment.
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Do It Myself: You select the capabilities you want to add to the environment.
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Select capabilities based on the option you selected in the previous step:
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If you selected Guide Me, a bundle of services applicable to the Environment Use Case you selected previously is automatically added to the environment. You can select optional capabilities that might be useful for advanced use cases.
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If you selected Do It Myself, you can select from a list of capabilities available based on the Environment Use Case you selected.
When you’re done, click Next.
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On the Finalize Setup page, review the details about the new environment and clear the checkboxes next to any capabilities that you don’t want to include.
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(Workforce only) The next step depends on the geography in which your organization resides:
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Singapore or Canada: Click Save to create the new environment. Learn more in Multi-factor authentication (MFA).
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All other geographies:
A new instance of PingID is created automatically and integrated with your new PingOne environment.
Click Save to create the new environment.
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Result
The new environment is created in your PingOne organization and the Environments page opens.