1. Copy and rename <pf_install>/pingfederate/server/default/conf/template/ldap-templates/sample.template.txt file.
  2. Change the template.name property value in the new template file.
    This property value appears in the LDAP Type list on the LDAP Configuration window when you save the template.
  3. Modify other property values in the file to match the corresponding configuration of your directory server.
    These properties correspond to the fields shown on Outbound Provisioning > Channel > Source Settings. They help the provisioner determine when user records are added, changed, or removed.
  4. Save the new template file.
    For a clustered PingFederate environment, perform these steps on the console node. No changes or restart of the PingFederate service is required on any nodes.
After you have configured the LDAP type, you can create a new LDAP datastore using the newly defined LDAP type. To streamline outbound provisioning configuration, select the LDAP data store that uses the newly-defined LDAP type in the Source window.