Upgrade Guide

PingAccess

bundle: pingaccess-70
ft:publication_title: PingAccess
Product_Version_ce: PingAccess 7.0
category: Product; pa-70; pingaccess
ContentType_ce

PingAccess
Release Notes
PingAccess Release Notes
Release Notes
PingAccess 7.0.6 - September 2022
PingAccess 7.0.5 - August 2022
PingAccess 7.0.4 - May 2022
PingAccess 7.0.3 - January 2022
PingAccess 7.0.2 - December 2021
PingAccess 7.0.1 - December 2021
PingAccess 7.0 - December 2021
Known issues and limitations
Previous Releases
Deprecated Features
PingAccess Use Cases
Protecting a web application with PingAccess in a gateway deployment
Configuring a virtual host
Configuring a site
Configuring a web session
Configuring a rule
Configuring an identity mapping
Configuring an application
Protecting an API with PingAccess in a gateway deployment
Configuring a virtual host
Configuring a site
Configuring a rule
Configuring an identity mapping
Configuring an application
Configuring a resource
Protecting a web application with PingAccess in an agent deployment
Configuring a virtual host
Configuring a web session
Configuring a rule
Configuring an identity mapping
Configuring an application
Protecting an API with PingAccess in an agent deployment
Configuring a virtual host
Configuring a rule
Configuring an identity mapping
Configuring an application
Configuring a resource
Protecting an API with PingAccess in a sideband deployment
Configuring a virtual host
Configuring a rule
Configuring an identity mapping
Configuring an application
Configuring a resource
Introduction to PingAccess
PingAccess for Azure AD
What can I do with PingAccess?
How does PingAccess work?
WAM session initiation
Token mediation
What can I configure with PingAccess?
How do I choose a deployment model?
Gateway model
Agent model
Sideband model
Installing and Uninstalling PingAccess
Installation requirements
System requirements
Hardware requirements
Port requirements
Installing PingAccess on Linux
Installing PingAccess on Windows using the installer
Installing PingAccess on Windows from the command line
Starting PingAccess
Accessing the administrative console for the first time
Accessing the PingAccess administrative API
Accessing the interactive administrative API documentation
Changing configuration database passwords
Stopping PingAccess
Running PingAccess as a service
Configuring PingAccess to run as a Linux systemv service
Configuring PingAccess to run as a Linux systemd service
Configuring multiple instances of PingAccess as Linux services
Removing the PingAccess Linux service
Configuring PingAccess to run as a Windows service
Configuring PingAccess to run as a Windows service from the command line
Removing the PingAccess Windows service
Uninstalling PingAccess
Backing up and restoring PingAccess
Backing up and restoring PingAccess using a .zip archive
Backing up PingAccess using a .zip archive
Restoring PingAccess using a .zip archive
Backing up and restoring PingAccess using a JSON file
Backing up PingAccess using a JSON file
Restoring PingAccess using a JSON file
Upgrading PingAccess
Upgrade Guide
Upgrade considerations
Upgrading your environment
Upgrading a PingAccess standalone version using the upgrade utility
PingAccess standalone upgrade parameters
Upgrading a PingAccess cluster using the upgrade utility
PingAccess cluster upgrade parameters
Upgrading PingAccess using the Windows installer
Upgrading a PingAccess standalone version using the incremental update package
Upgrading a PingAccess cluster using the incremental update package
Performing post-upgrade tasks
Restoring a PingAccess configuration backup
Upgrade Troubleshooting
Upgrade utility configuration file reference
Zero Downtime Upgrade
PingAccess zero downtime upgrade
Disabling key rolling
Disabling key rolling in PingAccess 6.0 or later
Disabling key rolling in PingAccess 5.2 or 5.3
Disabling key rolling in PingAccess 5.0 or 5.1
Disabling key rolling in PingAccess 4.3 or earlier
Upgrading the administrative node
Upgrading the replica administrative node
Upgrading engines
Removing the engine from the load balancer configuration
Upgrading the engine
Resuming configuration replication
Adding the engine to the load balancer configuration
Enabling key rolling
Recovering from a failed upgrade
Configuring and Customizing PingAccess
Session management configuration
Server-side session management configuration
Configuring PingFederate for session management
Configuring PingFederate for user-initiated single logout
Configuring PingAccess for server-side session management
Logging configuration
Security audit logging
Logging
Configuring log levels
Configuring class or package log levels
Enabling cookie logging
Garbage collection logging
Agent inventory logging
Appending log messages to syslog and the console
Log traffic for troubleshooting
Enabling API audit traffic logging
Enabling engine traffic logging
Enabling agent traffic logging
Enabling sideband traffic logging
Enabling sideband client traffic logging
Traffic logging reference
Parsing HAR-formatted audit log files
Other logging formats
Writing logs to databases
Writing audit logs for Splunk
Customize and Localize PingAccess
User-facing page customization reference
User-facing page localization reference
Managing Federal Information Processing Standards (FIPS) mode
Configuring PingAccess to use Amazon Key Management Services
Reference Guides
PingAccess API endpoints
Heartbeat endpoint
OpenID Connect endpoints
Authentication Token Management endpoint
OAuth endpoint
Administrative API endpoints
Clustering in PingAccess
Configuring a PingAccess cluster
Manually promoting the replica administrative node
Reinstating a replica administrative node after failing over
Configuration file reference
PingAccess deployment guide
Use cases and deployment architecture
Deploy for gateway web access management
Deploy for agent web access management
Deploy for gateway API access management
Deploy for sideband API access management
Deploy for auditing and proxying
Configuration by use case
Web Access Management Gateway deployment table
Web Access Management Agent deployment table
API Access Management Gateway deployment table
Auditing and proxying Gateway deployment table
Web Access Management
Choose between an agent or gateway deployment
Web Access Management Gateway proof of concept deployment architecture
Web Access Management Gateway production deployment architecture
Web Access Management Agent proof of concept deployment architecture
Web Access Management Agent production deployment architecture
API access management proof of concept deployment architecture
API access management production deployment architecture
Auditing and proxying proof of concept deployment architecture
Auditing and proxying production deployment architecture
Groovy in PingAccess
Groovy Scripts
Body object reference
Exchange object reference
Headers object reference
Identity object reference
JsonNode object reference
Logger object reference
MediaType object reference
Method object reference
OAuth Token object reference
PolicyContext object reference
Request object reference
Response object reference
SslData object reference
Groovy script examples
Matcher usage reference
Performance tuning
Java tuning
Configuring JVM crash log in Java startup
Configuring memory dumps in Java startup
Modifying the Java heap size
Operating system tuning
Linux tuning
Tuning network and TCP settings
Increasing file descriptor limits (systemv)
Increasing file descriptor limits (systemd)
Windows tuning
Increasing the number of available ephemeral ports
Reducing the socket TIME_WAIT delay
Garbage collector configuration reference
Configuring acceptor threads
Configuring worker threads
Backend server connections
Logging and Auditing
Logging
Auditing
Agent tuning reference
PingAccess User Interface Reference Guide
Applications header
Applications
Applications operations
Adding an application
Application field descriptions
Editing an application
Deleting an application
Authentication challenge responses
Application resources
Configuring resource ordering in PingAccess
Adding application resources
Path patterns reference
Applying rules to applications and resources
Global unprotected resources
Adding global unprotected resources
Editing global unprotected resources
Deleting global unprotected resources
Redirects
Adding a redirect
Editing a redirect
Deleting a redirect
Virtual hosts
Creating new virtual hosts
Configuring virtual host trusted certificate groups
Editing virtual hosts
Deleting virtual hosts
Sites
Sites operations
Adding sites
Editing sites
Deleting sites
Site field descriptions
Site authenticators
Adding site authenticators
Editing site authenticators
Deleting site authenticators
Basic authentication site authenticators
Mutual TLS site authenticators
Token mediator site authenticators
Third-party services
Adding third-party services
Editing third-party services
Deleting third-party services
Third-party service field descriptions
Agents
Assigning agent listener key pairs
Adding agents
Editing agents
Deleting agents
Agent field descriptions
Sideband Clients
Adding sideband clients
Editing sideband clients
Deleting sideband clients
Access header
Rules
Rule Management
Creating access control rules
Adding an authentication requirements rule
Adding Groovy script rules
Adding HTTP request header rules
Adding HTTP request parameter rules
Adding network range rules
Adding OAuth attribute rules
Adding OAuth client rules
Adding OAuth Groovy script rules
Adding OAuth scope rules
Adding one-time authorization rules
Adding PingAuthorize access control rules
Adding rate limiting rules
Adding redirect rules
Adding rejection rules
Adding time range rules
Adding web session attribute rules
Adding web session scope rules
Configuring access token attributes for superuser scope in PingFederate
Adding WebSocket handshake rules
Creating processing rules
Adding a cross-origin request rule
Adding OAuth token cache time to live rules
Adding PingAuthorize response filtering rules
Rewrite rules overview
Adding rewrite content rules
Rewrite content rule examples
Adding rewrite cookie domain rules
Adding rewrite cookie path rules
Adding rewrite response header rules
Adding rewrite URL rules
Rewrite URL rule configuration examples
Editing rules
Deleting rules
Rule sets
Adding rule sets
Editing rule sets
Deleting rule sets
Rule set groups
Adding rule set groups
Editing rule set groups
Deleting rule set groups
Rejection handlers
Creating rejection handlers
Editing rejection handlers
Deleting rejection handlers
Authentication
Configuring authentication challenge policies
Editing authentication challenge policies
Deleting authentication challenge policies
Configuring authentication requirements lists
Editing authentication requirements lists
Deleting authentication requirements lists
Identity mappings
Creating header identity mappings
Creating JWT identity mappings
Creating web session access token identity mappings
Editing identity mappings
Deleting identity mappings
Configuring auth token management
Web sessions
Configuring web session management settings
Creating web sessions
OpenID Connect login types
Editing web sessions
Deleting web sessions
Token validation
Adding access token validators
Editing access token validators
Deleting access token validators
Configuring OAuth key management settings
Unknown resources
Configuring unknown resource management
Configuring agent defaults
Security header
Certificates
Importing certificates
Deleting certificates
Creating trusted certificate groups
Adding certificates to trusted certificate groups
Editing trusted certificate groups
Removing certificates from trusted certificate groups
Deleting trusted certificate groups
Key pairs
Importing existing key pairs
PEM-encoded format
Generating new key pairs
Managing certificates for key pairs with ACME
Downloading certificates
Generating certificate signing requests
Importing certificate signing request responses
Assigning key pairs to virtual hosts
Assigning key pairs to HTTPS listeners
HTTPS listeners
Adding certificates to key pairs
Removing certificates from key pairs
Deleting key pairs
Hardware security module providers
Adding an AWS CloudHSM provider
Adding a Safenet Luna provider
Editing an HSM provider
Deleting an HSM provider
Settings header
Clustering
Engines
Configuring engine nodes
Editing engine nodes
Revoking access from an engine node
Removing engine nodes
Administrative nodes
Configuring administrative nodes
Configuring replica administrative nodes
HTTP requests
Configuring alternative IP source headers
Configuring alternative host source headers
Configuring alternative protocol source headers
Networking
Availability profiles
Creating availability profiles
Editing availability profiles
Deleting availability profiles
Engine listeners
Defining engine listeners
Editing engine listeners
Deleting engine listeners
Load balancing strategies
Configuring load balancing strategies
Editing load balancing strategies
Deleting load balancing strategies
Proxies
Adding proxies
Editing proxies
Deleting proxies
Admin authentication
Configuring basic authentication
Changing the password for basic authentication
Configuring API authentication
Configuring admin UI SSO authentication
Preparing to configure admin UI SSO authentication
Configuring admin UI SSO authentication
Configuring session properties
Configuring an admin token provider
System
Configuration export/import
Exporting PingAccess configurations
Importing PingAccess configurations
License
Uploading PingAccess licenses
Token provider
PingFederate
PingFederate runtime
Configuring a standard PingFederate runtime
Configure a standard PingFederate runtime (original workflow)
Configuring a proxied PingFederate runtime
Configuring PingFederate administration
Configuring OAuth resource servers
PingFederate for PingAccess SSO configuration
PingOne
Configuring PingOne
Common token provider
Configuring OpenID Connect
Creating Azure AD Graph API applications
Configuring token provider-specific options
Configuring OAuth authorization servers
Environment
Changing the Environment Name
Agents and Integrations
PingAccess Agent for Apache (RHEL)
Installing on RHEL
RHEL agent system requirements
Installing on RHEL 7
Installing on RHEL 8
Installing on RHEL 9
Installing on an IBM HTTP Server
Uninstalling the RHEL agent
Configuration
Log configuration
Rotating a CA
Troubleshooting
Release Notes
PingAccess Agent for Apache (SLES)
System requirements
Installing on SLES
Uninstalling on SLES
Configuration
Log Configuration
Rotating a CA
Troubleshooting
Release Notes
PingAccess Agent for Apache (Windows)
System requirements
Installing on Windows
Uninstalling on Windows
Configuration
Log configuration
Rotating a CA
Release notes
PingAccess Agent for IIS
System Requirements
Installing on IIS
Manually Installing on IIS
Uninstalling on IIS
Configuration
Log Configuration
Rotating a CA
Troubleshooting
Validating the IIS Configuration
Manually removing agents on IIS
Release Notes
PingAccess Agent for NGINX
NGINX agent system requirements
Installing on NGINX
Uninstalling on NGINX
Configuration
Rotating a CA
Release Notes
PingAccess Agent Protocol
PingAccess agent protocol flow
PAAP client request
PAAP agent request
PAAP agent response
PAAP modified client request
PAAP client response
PingAccess Agent SDK for C
Introduction
Getting Started with the PingAccess Agent SDK for C
Agent SDK for C directory structure
Agent SDK for C sample code
Release notes
PingAccess Agent SDK for Java
Introduction
Agent SDK directory structure
Agent SDK prerequisites
Installing the servlet filter sample
Release Notes
PingAccess Add-on SDK for Java
Get started with the SDK
SDK directory structure
SDK prerequisites
Installing the SDK samples
Create your own plugins
Integrate with third-party services
Implementation guidelines
PingAccess Add-On SDK for Java Migration Guide
com.pingidentity.pa.sdk.http
com.pingidentity.pa.sdk.identity
com.pingidentity.pa.sdk.identitymapping.header
com.pingidentity.pa.sdk.policy
com.pingidentity.pa.sdk.services
com.pingidentity.pa.sdk.siteauthenticator
com.pingidentity.pa.sdk.ui
com.pingidentity.pa.sdk.user
com.pingidentity.pa.sdk.util
iovation FraudForce Integration
Installing the iovation FraudForce integration
Creating iovation FraudForce device profiling rules
Creating Iovation FraudForce authorization rules
Logging iovation events
Improving iovation accessibility using a reverse proxy
Token Providers
Configure PingFederate as the token provider for PingAccess
Configure PingFederate for PingAccess connectivity
Enabling PingFederate roles and protocols
Creating a password credential validator
Configuring an IdP adapter
Defining the default scope
Creating an access token manager
Configuring an IdP adapter mapping
Configuring an access token mapping
Creating an OpenID Connect policy
Creating a resource server client
Creating a web session client
Creating and exporting a certificate
Connect PingAccess to PingFederate
Importing certificates and creating a trusted certificate group
Configuring the token provider
Use the PingAccess QuickStart utility
Installing and configuring QuickStart components
Connecting the QuickStart utility to PingAccess and PingFederate
Using sample applications
Sample app reference
Viewing apps without access control
Restoring PingFederate or PingAccess
Protect applications using PingAccess and PingOne for Customers
Configuring PingAccess to use PingOne for Customers as the token provider
Configuring a PingAccess application
PingAccess for Azure AD
Get started with PingAccess for Azure AD
Configuring PingAccess to use Azure AD as the token provider
Configuring PingAccess applications for Azure
Configuring applications for dual access with PingAccess for Azure AD
PingAccess Monitoring Guide
Liveliness and responsiveness
Resource metrics
Connecting with JMX
Connecting to a local process
Connecting to a remote process
Monitoring
Logging, reporting, and troubleshooting
Creating an error-only server log
Splunk audit log
Troubleshooting
Administrative SSO lockout
Editing run.properties to disable SSO
Using the admin API to disable SSO
Using the admin API and a new token to disable SSO
Collecting support data
Minimizing the PingAccess cookie size

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