On the General Info screen, you provide your partner's unique federation identifier, the (display) name of the connection, and some other optional information, such as virtual server IDs, contact information, and logging mode for runtime transaction logging.

In addition, on this screen you can define a default error message that end users see in the event that SSO fails.

  1. Provide the basic information to identify your partner.
    Refer to the following table for more information.
    Field Description
    Partner's Entity ID, Issuer, Partner's Realm, or Connection ID


    The published, protocol-dependent, unique identifier of your partner.

    For a SAML 2.0 connection, this is your partner's SAML Entity ID. For a SAML 1.x connection, this is the audience your partner advertises. This ID may have been obtained out-of-band or via a SAML metadata file.

    For a WS-Federation connection, this is your partner's Realm.

    For an OpenID Connect connection, this is the Issuer Identifier of the OpenID Provider (OP).

    For an STS-only connection, this ID can be any unique identifier.

    Enable Additional Issuers

    (Applicable only to OpenID Connect connection)

    When selected, PingFederate takes into consideration additional issuers when validating ID tokens obtained through this connection.

    Enable this option if you want to support multi-tenant OpenID Providers, such as Microsoft Azure AD.

    This check box is not selected by default.

    (Issuer information is defined on the Additional Issuers screen.)

    Connection Name


    A plain-language identifier for the connection; for example, a company or department name. This name is displayed in the connection list on the administrative console.
    Virtual Server IDs

    (Not applicable to OpenID Connect connections)

    If you want to identify your server to this connection partner using an ID other than the one you specified on the System > Protocol Settings > Federation Info screen, enter a virtual server ID in this field and click Add.

    Enter additional virtual server IDs as needed.

    Client ID and Client Secret

    (Applicable to and required for OpenID Connect connections)

    The client ID and the client secret to communicate with the OP.

    This client represents PingFederate and is created and managed at the OP. For more information, please refer to the documentation provided by the OP.

    Base URL The fully qualified hostname and port on which your partner's federation deployment runs (for example, https://www.example.com:9031). This entry is an optional convenience, allowing you to enter relative paths to specific endpoints, instead of full URLs, during the configuration process.
    Company The name of the partner company to which you are connecting.
    Contact Name The contact person at the partner company.
    Contact Number The phone number of the contact person at the partner company.
    Contact Email The email address for the contact person at the partner company.
    Error Message

    (Applicable only to SAML or OpenID Connect connections)

    If an error occurs on this server, the end user's browser may be redirected (in a default situation) to an error page hosted within PingFederate.

    The default entry (errorDetail.spSsoFailure) is a variable from the <pf_install>/pingfederate/server/default/conf/language-packs/pingfederate-messages.properties file, which is part of the PingFederate localization framework. If localization is not needed, you may also specify a message directly in this field to change the default.

    Logging Mode The level of transaction logging applicable for this connection.

    The default selection is Standard.

    If the OP supports the OpenID Connect Discovery specification, the connection setup can be expedited by loading the metadata from the OP. Based on the discovery specification, PingFederate makes a direct HTTP GET request to the /.well-known/openid-configuration endpoint at the OP and populates the attribute contract and the protocol settings of the connection automatically. Manual adjustments can be made during the connection setup or at a later time.

    In addition, the protocol settings can be refreshed by reloading the metadata from the OP at any time. If additional claims are supported, PingFederate adds them to the attribute contract, so that they could be mapped to the target applications later. In the rare event that the previously supported claims have been dropped (by the OP from the metadata), they remain in the attribute contract. While the existing mapping configuration may not be adversely affected, runtime errors might occur if certain attributes are no longer available to the target applications. If runtime errors occur, review the server log and modify the mapping configuration accordingly.

  2. Optional: Click Load Metadata.
    (Note that this step is not applicable to an STS-only connection.)