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Prerequisites

Complete these steps to create a custom OAuth application before configuring the connection:
1
Sign in to your PingOne organization’s admin console with your administrator account. Your organization’s home page displays.
2
In the left navigation pane, click Environments. A list of environments displays.
3
Click the environment where you want your custom OAuth application to reside. (This should be the Administrators environment.) Note the environment ID. The is the value you enter as the Worker App Environment Id in Connect AI.
4
Click Manage Environment. The home page of the environment you chose displays.
5
In the left navigation pane, click Applications.
6
Click the + button at the top left corner of the page. The console displays the New Application form.
7
Provide an Application Name for the custom OAuth application.
8
Set Application Type to Worker.
9
Click Save. The console displays the Application Details for your new custom OAuth application. Note the Client ID and Client Secret. You enter them in the steps below.

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Setup Guide

Follow these steps to connect PingOne to your Connect AI account:
1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type PingOne into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Enter the Worker App Environment Id, which is the ID of the PingOne environment in which your application resides.
6
Select the Region where your PingOne organization data is hosted.
7
(Optional) Specify a Schema to use. The available schemas are Information and dynamic environment schemas (one for each environment in your PingOne organization).
8
Select the Auth Scheme, then proceed to the relevant section and follow those instructions.

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Authentication Methods

1
Enter the OAuth Client Id and OAuth Client Secret obtained from the prerequisites.
2
Click Sign in to connect securely through OAuth. This action opens the PingOne sign-in page in a new tab.
3
Log in to your PingOne account and provide the requested permissions (if applicable).
4
At the top of the Connect AI Add Connection page, click Save & Test.
  • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
  • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
  • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.