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.

  1. Review the LDIF scripts for your directory server provided in the <pf_install>/pingfederate/server/default/conf/oauth-client-management/ldif-scripts directory.
  2. Replace placeholder values with relevant information from your directory server.
  3. Run the LDIF scripts to update your LDAP schema.

    For Active Directory, run the script to create the attributes, then run the script to create the object class.

  4. If you have not already done so, create an LDAP datastore for your directory server on System > Data & Credential Stores > Data Stores.
  5. Copy the system ID of the applicable LDAP datastore from System > Data & Credential Stores > Data Stores.
  6. Edit the <pf_install>/pingfederate/server/default/data/config-store/org.sourceid.oauth20.domain.ClientManagerLdapImpl.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.

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

      If the system ID is LDAP-123456789ABCDEF123456789ABCDEF123456A0AC, update the configuration file as follows.

      <!-- Data store id -->
      <c:item name="PingFederateDSJNDIName">LDAP-123456789ABCDEF123456789ABCDEF123456A0AC</c:item>
    2. Enter a value for the <c:item name="SearchBase"/> element.

      This is the distinguished name (DN) that points to the client location. For more information, see the inline comment and the LDIF scripts in the <pf_install>/pingfederate/server/default/conf/oauth-client-management/ldif-scripts directory.

    3. Update the attribute names only if you have changed attribute names in the LDIF scripts located in the <pf_install>/pingfederate/server/default/conf/oauth-client-management/ldif-scripts directory.
    4. Save the file.
  7. Edit the <pf_install>/pingfederate/server/default/conf/META-INF/hivemodule.xml file.
    1. Locate the ClientManager service point.
      <!-- Service for storing OAuth client configuration. -->
      <service-point id="ClientManager" interface="org.sourceid.oauth20.domain.ClientManager">
              Supported classes are
              org.sourceid.oauth20.domain.ClientManagerXmlFileImpl ...
              org.sourceid.oauth20.domain.ClientManagerJdbcImpl    ...
              org.sourceid.oauth20.domain.ClientManagerLdapImpl    ...
              org.sourceid.oauth20.domain.ClientManagerGenericImpl ...
              <construct class="org.sourceid.oauth20.domain.ClientManagerXmlFileImpl"/>
    2. Update the class attribute value to org.sourceid.oauth20.domain.ClientManagerLdapImpl.
    3. Save the file.

    For a clustered environment, you must edit the hivemodule.xml file on each node manually as cluster replication can't replicate this change to other nodes.

  8. Start or restart PingFederate.

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

  9. In the directory, create indexes for the following OAuth client attributes. If you are using Active Directory, skip this step because the script for Active Directory creates these indexes. If you are using PingDirectory, see Indexing client attributes in PingDirectory for more information.
    Attribute name Index type
    pf-oauth-client-id equality
    pf-oauth-client-id ordering
    pf-oauth-client-id substring
    pf-oauth-client-name equality
    pf-oauth-client-name ordering
    pf-oauth-client-name substring
    pf-oauth-client-last-modified ordering