PingOne

Adding a new environment that includes PingID

For the purposes of this tutorial, add an environment that includes PingOne SSO and Workforce Authentication (PingID). A setup assistant guides you through this process.

These instructions only apply to environments that don’t reside in the Singapore or Canada geographies.

Learn more in Multi-factor authentication (MFA).

Before you begin

If you created an environment as part of the Starting a PingOne trial process, you can use that environment for this tutorial assuming you’ve selected the Workforce use case and included PingID in the environment. Skip this section and go to Creating demo users.

If you want to create a new environment for the tutorial, complete the steps in these instructions.

Steps

  1. In the PingOne admin console sidebar, click the Ping Identity logo to open the Environments page.

  2. Click the Plus icon ().

    A screenshot of the Environments page in PingOne.

    Result:

    The Add New Environment setup assistant starts.

    A screenshot of the Add New Environment setup assistant in PingOne.

  3. 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 or Paid.

    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.

    Select Paid to assign a paid license to the environment. Learn more in Licenses and Platform Limits.

    Environment Use Case

    Select Workforce.

    This option allows you to design single sign-on experiences for your employees.

    Learn more in What is the difference between Workforce and Customer environments?

    Environment Type

    Select Sandbox or Production.

    Sandbox environments are typically used for configuration and testing before deployment.

    If you selected Trial for the License Type, only Sandbox is available.

    Production environments are typically used for live configurations that are deployed for real-world use. Learn more about environment types in Sandbox and Production environments.

    Include DaVinci flows for getting started

    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.

  4. The next steps depend on the License Type you selected in step 3:

    License Type Next Steps

    Trial

    1. Click an option on the Environment Setup modal:

      • Guide Me: PingOne selects capabilities for you.

        You’ll have the option to remove any of these capabilities before you finalize the environment.

      • Do It Myself: You select the capabilities you want to add to the environment.

      A screenshot of the Environment Setup modal for trial environments in PingOne.

    2. Select capabilities based on the option you selected in the previous step:

      • If you selected Guide Me, a bundle of services applicable to workforce environments is automatically added to the environment, and you can select optional capabilities that might be useful for advanced use cases.

        The bundle includes:

        • PingOne SSO

        • Workforce Authentication (PingID)

        • PingOne Protect

        • PingOne DaVinci

        • PingOne Verify

      • If you selected Do It Myself, you can select from a list of capabilities available based on the environment use case you selected.

        Ensure that you include Workforce Authentication (PingID).

        When you select Workforce Authentication (PingID), PingOne SSO is selected automatically and can’t be removed.

    3. Click Next.

    Paid

    To connect to an existing PingID instance you must select Paid for the license type.

    1. On the Select Capabilities page, select a License in the list.

      The capabilities available for the selected license are listed.

      A screenshot of the Select Capabilities page for paid workforce environments in PingOne.

    2. Select the capabilities you want to include in the new environment.

      Ensure that you select Workforce Authentication (PingID).

      When you select Workforce Authentication (PingID), PingOne SSO is selected automatically and can’t be removed.

    3. Click Next.

  5. Click Next.

  6. 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.

  7. If you selected a paid license, locate Workforce Authentication (PingID) in the Selected Capabilities list and click Create New.

    If you selected a trial license, a new instance of PingID is created automatically and integrated with your new PingOne environment.

  8. Click Save.

    Result:

    The new environment is created in your PingOne organization and the Environments page opens.

  9. Browse or search for the new environment and click it to open the details panel.

  10. Click Manage Environment to go to the Overview page for your environment.

    Result:

    The Overview page for your new environment displays PingOne SSO, PingID, and potentially other products in the Environment Capabilities section.

    Screen capture showing the details of the environment that was created.

Next steps

Continue by Creating demo users.