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Unlock your full potential in IAM

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ping logo
AM-421-BVP Rev B.3

PingAM: Customization and APIs

This course provides a hands-on technical introduction to PingAM (AM), formerly known as ForgeRock® Access Management, APIs and customization use cases. Students examine AM extension points and gain the skills required to extend and integrate an AM deployment in a real-world context. Additionally, students learn to implement various clients that communicate with AM. Further information and guidance can be found in the documentation and knowledge base in the online repositories at: Backstage https://backstage.forgerock.com.


Note: This course revision is based on version 7.3 of PingAM


Upon completion of this course, you should be able to:

  • This chapter provides a high-level overview of the PingAM (AM) configuration architecture
  • Extend and customize PingAM (AM) authentication processing by using authentication trees and a custom authentication node
  • Explore how to use the PingAM (AM) authorization policy sets, polices, and policy evaluation, and create custom policy conditions with Java and scripts
  • Explore how to use the PingAM (AM) REST API, in the context of a web client application, for authenticating users with AM and AM authentication trees
  • Describe how to extend a web client application with the ability to authenticate and authorize a user by using OAuth 2.0 (OAuth2) for authentication, and implement Open Identity Connect (OIDC) claims by using the scripting API

The following are the prerequisites for successfully completing this course:

  • Completion of the PingAM Essentials course available at: https://backstage.forgerock.com/university/forgerock/on-demand/path/TGVhcm5pbmdQYXRoOjI%3D/chapter/Q291cnNlOjE1NzIy
  • Knowledge of UNIX/Linix commands
  • An understanding of HTTP and web applications
  • A basic understanding of how directory servers function
  • A basic understanding of REST
  • A basic knowledge of Java based environments would be beneficial, but no programming experience is required.
Chapter 1: Introducing Customization in PingAM


This chapter provides a high-level overview of the PingAM (AM) configuration architecture, the interfaces through which its functionality can be accessed, and the way its behavior can be customized or extended.

Lesson 1: Using Extension (Customization) Points
Describe a high-level overview of the AM architecture, the interfaces through which its functionality can be accessed, and the way its behavior can be customized or extended:
  • List extension (customization) points of AM
  • List customizable AM components
  • Quiz questions
  • Access the lab environment
  • Manage the course application components
Chapter 2: Customizing Authentication

Extend and customize PingAM (AM) authentication processing by using authentication trees and a custom authentication node.


Lesson 1: Authentication With Trees and Nodes: An Introduction
Introduce authentication trees and nodes and how to configure an authentication tree:
  • Understand how AM performs authentication
  • Describe AM authentication trees and nodes
  • Compare tree and chain mechanisms
  • Quiz questions
  • Create an authentication tree with default nodes
  • Test the authentication tree
Lesson 2: Customizing Authentication Trees and Nodes
Prepare a coding build environment and generate a custom authentication node using a Maven archetype:
  • Describe custom authentication nodes
  • Prepare a build environment
  • Generate a custom node with a Maven archetype
  • List custom node classes
  • Customize node outcomes
  • Deploy the custom node
  • Modify custom node configuration and logic
  • Post-authentication hooks for trees
  • Quiz questions
  • Create initial custom authentication node source files
  • Modify the custom node’s implementation to be dynamic
  • Deploy and test the custom authentication node
  • Test the authentication tree with the custom node
Lesson 3: Developing Scripts With the Scripting API
Introduce scripting, how scripts work, what they can be used for, and how they can be managed through the AM admin UI:
  • Understand the basic concepts of scripting
  • Understand the scripting environment and the scripting API
  • Use the AM admin UI to manage scripts
  • Use the REST API to manage scripts
  • Develop client and server scripts
  • Use decision scripted authentication nodes in trees
  • Quiz questions
  • Explore client-side scripting with authentication nodes
  • Create an authentication tree with client-side and server-side scripts
  • Write a server-side script that uses a REST API request
Lesson 4: Migrating Authentication Modules to Trees and Nodes
Describe the design and implementation issues when migrating authentication modules to trees and nodes:
  • Describe design principles for trees and nodes
  • List design and implementation steps
  • Choose node types
  • Map files from modules to nodes
  • Authentication modules as nodes
  • Migrate an LDAP chain to a tree
  • Migrate post-authentication plugins
  • Handle logout notifications
  • Configure redirection URLs
  • Implement account lockout
  • Link a chain to a tree and return custom failure messages
  • Quiz questions
  • Reference an article about migrating chains to trees
Chapter 3: Customizing Authorization

Explore how to use the PingAM (AM) authorization policy sets, polices, and policy evaluation, and create custom policy conditions with Java and scripts.


Lesson 1: Customizing Authorization
Explore the AM authorization framework and the concepts central to it, such as policy sets (applications), policies, and the policy evaluation flow:
  • Understand the policy concepts in AM
  • Identify the situation when a custom condition is needed
  • Customize policy evaluation with a plugin and an Entitlement Condition class
  • Implement a scripted condition
  • Quiz Questions
  • Explore the ContactList REST APIs and policy design
  • Create resource types and a policy set
  • Write a policy condition checking for maintenance mode
  • Modify the policy condition script to provide additional information
Chapter 4: Customizing With REST Clients

Explore how to use the PingAM (AM) REST API, in the context of a web client application, for authenticating users with AM and AM authentication trees.

Lesson 1: Using the REST API
Introduce the AM REST services and the Common REST API, how to invoke REST services from a JavaScript application, and how to configure CORS in AM:
  • Describe AM REST API services and the Common REST API
  • Understand the Common REST API
  • Explore REST API sorting, versioning, and status codes
  • Use AM services from a browser-based application
  • Enable CORS
  • Quiz questions
  • Study the ContactList application architecture
  • Configure the CORS filter in AM
  • Create a login service that uses AM authentication
Lesson 2: Authenticating With REST
Implement authentication and logout in a client application with the AM REST API either using a simple (header-based) approach or a more complex approach, where the server may request additional information from the client using callbacks:
  • Review authentication and introduce RESTful authentication
  • Implement authentication with the simple REST API
  • Implement authentication with the full REST API
  • Describe callback types available in AM
  • Handle session upgrade and logout with the REST API
  • Implement RESTful token and session management
  • Use REST to manage identities
  • Manage realms with the REST API
  • Lesson Quiz
  • Implement a fully functional AM-based authentication in ContactList
  • Modify the login service to use the authentication tree
Lesson 3: Working With RESTful User Self-Service APIs
Discuss how a browser-based application can use the self-service API to perform operations on behalf of the user such as registration, password reset, and displaying the user dashboard:
  • Describe the self-service REST API
  • Configure AM for self-service
  • Implement password reset with REST
  • Self-register a user via REST
  • Lesson quiz
  • Prepare AM for the password reset functionality
  • Examine the password reset protocol
  • Extend ContactList with a password reset feature
Lesson 4: Authorizing With REST
Demonstrate how the AM REST API policy management and evaluation works, and how it can be utilized to protect resources that are either actual URLs or other entities like actions:
  • Understand how to use the policy engine to protect resources other than URLs
  • Describe the policy management REST API
  • Describe the policy evaluator REST API
  • Implement fine-grained authorization using policies and the REST API
  • Lesson quiz
  • Prepare AM for ContactList authorization
  • Extend the backend to use the authorization REST API
  • Extend the front-end application to use AM
Chapter 5: Federating With OAuth2

Describe how to extend a web client application with the ability to authenticate and authorize a user by using OAuth 2.0 (OAuth2) for authentication, and implement Open Identity Connect (OIDC) claims by using the scripting API.

Lesson 1: Implementing OAuth2 Custom Scopes
Discuss how PingAM (AM) supports the standard OAuth2 and OIDC protocols, including JSON Web Tokens (JWT):
  • Understand OAuth2 and use its HTTP endpoints
  • Examine the flow of the OAuth2 Authorization Code grant type
  • Understand OIDC and use its HTTP endpoints
  • Examine the flow of the OIDC Authorization Code grant type
  • Understand the scope validation mechanism and customize its default behavior
  • Use the Scripting API to customize the handling of OIDC claims
  • Set up the OAuth2/OIDC service in AM
  • Study and complete the ContactListTokenResponseTypeHandler code
  • Enable OAuth2 federation in the ContactList front-end
  • Turn ContactList RESTful backend into an OAuth2 resource server
May 11
5 days
More information
ping logo
P1DV-300-BVP Rev B

Getting Started With PingOne DaVinci

This course provides the foundation to design, build, and integrate identity orchestration flows using PingOne DaVinci (DaVinci). You will create user interactions, extend flows with APIs, and integrate these solutions into applications. You will also leverage core PingOne services like SSO, identity management, and analytics. Through hands-on labs and instruction, you will gain the skills to deploy real-world orchestration solutions with confidence.

Upon completion of this course, you should be able to:

  • Build basic user interactions with DaVinci flows
  • Integrate a DaVinci flow into an application
  • Integrate PingOne single sign-on (SSO) and identities in DaVinci flows
  • Build an authentication flow in DaVinci
  • Provide custom analytics in a DaVinci flow

The following are the prerequisites for successfully completing this course:

  • Basic understanding of JavaScript, HTML, CSS, and the PingOne Platform
  • Completion of the Introduction to PingOne DaVinci course available at:
    • https://backstage.forgerock.com/university/ping/on-demand/category/PING

Chapter 1: Building Basic User Interactions With DaVinci Flows


Build basic user interactions with DaVinci flows.


Lesson 1: Defining the Basic Flow and Interaction Steps

Define the basic flow and provide an introduction to the foundational concepts of DaVinci:

  • Introduce the PingOne Platform and DaVinci
  • Access and launch the DaVinci admin console
  • Understand Flows
  • Build basic user interaction in a flow


Lesson 2: Using Functions and API Calls
Define the basic flow and provide an introduction to the foundational concepts of DaVinci:

  • Extend DaVinci flows
  • Verify the age of the user
  • Make an API callCollect the user’s email and password
  • Implement a robot check
  • Document the flow


Lesson 3: Improving the User Experience
Use more advanced concepts in DaVinci to implement your flows:

  • Improve the UI
  • Convert user interactions to use HTML templates


Lesson 4: Using Variables and Form Validation

Expand further the functionality of your existing flow by using flow variables and improving interaction with the user:

  • Incorporate variables
  • Understand localizing flows
  • Use flow variables and form validation
  • Incorporate form validation
  • Improve form validation inputs
  • Troubleshoot issues


Lesson 5: Using Subflows to Manage Complexity
Externalize functionality that is often reused or complex to its own flow; for example, if the flow needed to connect to an API that isn’t available as a native connector, CRUD operations could be built in a new flow that could be leveraged by many:

  • Create and use subflows
  • Implement the subflow
  • Replace the API call with the subflow


Chapter 2: Integrating a DaVinci Flow Into an Application


Integrate a DaVinci flow into an application.


Lesson 1: Integrating an Application to Launch a Flow

Integrate the flow into a web application which allows the application to provide the CSS (look and feel). Other flows can also be integrated to enable a richer user experience:

  • Add a flow to a web application
  • Create and customize the application


Lesson 2: Using a CSS in Flows vs Applications
Review how CSS is leveraged in a flow vs an application, and determine the advantages of leaving the presentation layer controlled by your application rather than using a CSS in your flow:

  • Leverage a CSS
  • Determine how a custom CSS in a flow is embedded with a web application


Lesson 3: Adding a Flow to an Existing Applicatio

Take the flow and integrate it into a web application:

  • Embed flows using the widget method
  • Import the DaVinci JavaScript library
  • Create a JavaScript method to call the flow


Lesson 4: Integrating Non-UI Flows

Explore how DaVinci can accelerate development when integrating with backend services and APIs, enriching the overall user experience:

  • Integrate a non-UI flow
  • Build out your flow
  • Integrate the flow


Lesson 5: Passing Data Into a Flow From an Application

Run through the process of passing data into a flow, whether it has user interaction or not:

  • Enable dynamic flows
  • Create and integrate a DaVinci subflow


Lesson 6: Performing A/B Testing

Define a flow that deals with age first, instead of name, during registration:

  • Understand A/B testing
  • Define a new flow
  • Incorporate flow policies
  • Build out a flow policy


Chapter 3: Integrating PingOne SSO and Identities in DaVinci Flows


Integrate PingOne SSO and identities in DaVinci flows.


Lesson 1: Setting Up Parallel Processing

Set up a flow that has two paths that execute in parallel and then come to their own conclusion:

  • Implement parallel processing
  • Leverage the PingOne Notification service


Lesson 2: Automating Flows With DaVinci Admin APIs

Learn how to manage DaVinci programmatically using the DaVinci Admin APIs:

  • Understand DaVinci Admin APIs
  • Explain administrator roles


Lesson 3: Creating Registered Accounts

Take the information collected during the registration process and create a user account in PingOne, which is the first step to expanding the capabilities of the application to support authentication:

  • Create registered accounts
  • Review your PingOne setup
  • Build out a new registration flow
  • Verify if an account already exists


Lesson 4: Verifying an Email Address

Establish a process to verify the email address of the user:

  • Configure email verification
  • Create an email verification subflow
  • Complete the subflow


Chapter 4: Building an Authentication Flow in DaVinci


Build an authentication flow in DaVinci.


Lesson 1: Handling Authentication

Handle authentication for the application:

  • Design and implement the authentication flow
  • Design the flow logic
  • Implement teleports for flow efficiency
  • Authenticate and validate user identity


Lesson 2: Handling Forgotten Passwords

Handle forgotten password in the authentication flow:

  • Manage password recovery flows
  • Develop the end-to-end forgot password flow


Lesson 3: Adding an Authentication Method

Add another method of authentication, an email magic link, for the users of the application:

  • Implement magic link authentication
  • Add a magic link authentication method


Chapter 5: Providing Custom Analytics in a DaVinci Flow


Provide custom analytics in a DaVinci flow.


Lesson 1: Leveraging analytics to monitor flow usage

Implement custom analytics to track key business milestones and user behavior across DaVinci flows:

  • Understand and apply flow analytics
  • Configure authentication analysis

May 18
3 days
More information
ping logo
PA-400 BVP Rev A

PingAccess Administration

This course provides the information you need to set up and configure PingAccess as a policy server to protect both web applications and APIs. After completing this course, you will know how to configure PingAccess in both a gateway and agent model, and configure different types of policies that PingAccess offers.

Upon completion of this course, you should be able to:

  • Discover how to configure PingAccess as a reverse proxy, and connect PingAccess to a token provider (PingFederate)
  • Configure PingAccess as a Reverse Proxy
  • Configure policies in PingAccess to further bolster administration capabilities

The following are the prerequisites for successfully completing this course:

  • Completion of the following courses:https://backstage.pingidentity.com/university/on-demand/category/PING
  • Introduction to PingAccess
  • Getting Started With PingAccess
  • Introduction to PingFederate
  • Getting Started With PingFederate

Chapter 1: Configuring and Connecting PingAccess

Discover how to configure PingAccess as a reverse proxy, and connect PingAccess to a token provider (PingFederate).

Lesson 1: Configuring PingAccess as a Reverse Proxy (Gateway Model)

Describe how to configure PingAccess as a reverse proxy (gateway model):

  • Introduce the gateway model
  • Enable PingAccess as a reverse proxy
  • Configure PingAccess resources and rewrite rules

Lesson 2: Connecting PingAccess to a Token Provider (PingFederate)

Describe the responsibilities of token providers and how to configure PingAccess to use PingFederate as a token provider:

  • Introduce token providers
  • Configure OAuth2 in PingFederate
  • Configure PingAccess using the gateway model

Chapter 2: Configuring PingAccess Applications, Agents, and Sites

Configure PingAccess as a Reverse Proxy.

Lesson 1: Protecting Web Apps

Describe how to protect web apps by configuring them with PingAccess and OpenID Connect (OIDC):

  • Define the OIDC protocol
  • Introduce web sessions
  • Create a web session using OIDC claims

Lesson 2: Working With Sites

Create identity mappings and advanced web session:

  • Create identity mappings and advanced web sessions

Lesson 3: Working With Rules and Policies

Describe how to work with rules and policies within PingAccess:

  • Describe the rules and policies process
  • Create web access rules
  • Create API access control rules

Chapter 3: Configuring Policies and Administration

Configure policies in PingAccess to further bolster administration capabilities.

Lesson 1: Maintaining PingAccess Discuss how to maintain PingAccess through resources, audit logs, and redirection:

  • Dive deeper into resources
  • Examine audit logs
  • Manage redirection

Lesson 2: Configuring PingAccess as a Policy Server (Agent Model)

Configure PIngAccess to be a policy server by implementing the agent model:

  • Introduce the agent model

Lesson 3: Optimizing and Configuring PingAccess

Optimize PingAccess through configuration, single sign-on (SSO), and the admin API:

  • Implement improvements
  • Enable PingAccess administrator SSO
  • Use the PingAccess administrative API
  • Increase the JVM Heap Size

Lesson 4: Creating PingAccess Clusters

Create PingAccess clusters to increase resilience and simplify procedures:

  • Deploy clustersConfigure simple clusters in PingAccess (Optional)
May 21
2 days
More information
ping logo
PD-400-BVP Rev A.1

PingDirectory Administration

This course provides the knowledge you need to install and administer each component of the PingDirectory platform which includes: PingDirectory server, PingDirectoryProxy server, PingDataSync server, the PingData Software Development Kit (SDK), and Delegated User Administration. This course references real-world scenarios driven by recurring use cases. You learn how to install each PingDirectory platform component, perform basic maintenance, using the monitoring and troubleshooting tools. While, hands-on lab exercises provide the first-hand experience installing, configuring, tuning, and using the troubleshooting tools


This course is built on version 10.

Upon completion of this course, you should be able to:

  • Describe the PingDirectory capabilities and key features, summarize the installation procedures, and review the initial configuration tasks
  • Deploy, fine tune, and configure the PingDirectory server to meet the needs of your production environment
  • Describe how to install and manage the PingDirectoryProxy server
  • Describe the functions provided by the PingDataSync server, and how to install, configure, and synchronize the PingDataSync server
  • Describe common maintenance and necessary troubleshooting tasks needed to optimize PingDirectory performance.

The following are the prerequisites for successfully completing this course:

  • Knowledge of UNIX/Linux commands.
  • A basic understanding of how directory servers function.
  • A basic understanding of REST and HTTP.
  • A basic knowledge of Java based environments would be beneficial, but no programming experience is required.
  • Completion of the Introduction to PingDirectory available at: https://backstage.pingidentity.com/university/

Chapter 1: Installing PingDirectory

Describe the PingDirectory capabilities and key features, summarize the installation procedures, and review the initial configuration tasks.

Lesson 1: Providing an Overview of PingDirectory
Describe the capabilities and key features of PingDirectory:
  • Describe the key features of PingDirectory
Lesson 2: Installing the PingDirectory Server
Summarize the PingDirectory server installation procedures:
  • Perform pre-installation procedures
  • Install PingDirectory
  • Describe post-installation procedures
Lesson 3: Completing Initial Configuration
Complete the PingDirectory server initial configuration settings:
  • Use server profiles
  • (Optional) Install PingDirectory

Chapter 2: Deploying PingDirectory

Deploy, fine tune, and configure the PingDirectory server to meet the needs of your production environment.

Lesson 1: Managing the Schema
Describe the functions of the schema, and modify the schema by creating new attribute types, object classes, and a new custom user:
  • Describe the schema
  • Modify the schema
  • Modify the schema
  • Modify object classes
  • Create auxiliary object classes
  • Load custom schema elements
Lesson 2: Managing Objects
Define objects in LDAP and use the command-line tools to search, add, modify, and delete entries:
  • Search entries
  • Manage entries
  • Create objects
Lesson 3: Using Security and Encryption
Describe the basic vulnerabilities in LDAP server implementations, secure server data, use the encryption-settings tool to create an encryption settings database, and create sensitive attributes:
  • Prevent data vulnerability
  • Keep data secure
  • Configure encryption settings
Lesson 4: Using Virtual Attributes
Define virtual attributes and their use, recall the virtual attribute types, and create mirrored virtual attributes:
  • Define virtual attributes
  • Administer virtual attributes
Lesson 5: Managing Password Policies
Describe how to use password policies, and then create and assign password policies to individual accounts and/or user groups:
  • Describe password policies
  • Create a password policy
Lesson 6: Administering JSON Attributes
Describe how to manage and create JSON attributes:
  • Manage JSON attributes
  • Create JSON attributes
  • Manage the Password Policy State JSON
  • Administer JSON Attributes
Lesson 7: Managing the REST APIs
Describe the available REST APIs, list the HTTP methods available, and use the Directory REST API to create and update user entries:
  • Understand the Rest APIs
  • Use the SCIM 2.0 REST API
  • Administer the Directory REST API
Lesson 8: Managing Logging
List the three types of available log publishers, describe the elements of the log format, and create log publishers:
  • Manage log publishers
  • Configure logging
  • Create a log publisher
Lesson 9: Managing Replication
Define the replication process and architecture, set up a server topology, enable the replication process, and initialize new replicas:
  • Understand replication
  • Enable replication
  • Resolve conflicts
  • Understand the replication protocol
  • Use replication over WAN
  • Plan deployment
  • Configure replication
  • Scale replication
  • Enable the replication process
Lesson 10: Managing Server Topologies
Discuss the topology registry, create server groups to aid in configuration changes, and compare configurations on separate directory servers:
  • Define the topology registry
  • Administer the server topology
Chapter 3: Administering the PingDirectoryProxy Server

Describe how to install and manage the PingDirectoryProxy server.

Lesson 1: Providing an Overview of the PingDirectoryProxy Server
Describe the capabilities and key features of the PingDirectoryProxy server:
  • Describe the key features
Lesson 2: Installing the PingDirectoryProxy Server
Describe how to install the PingDirectoryProxy server:
  • Describe the installation process
  • Install the PingDirectoryProxy server
  • Lesson 3: Managing the PingDirectoryProxy Server
  • Describe the key advanced PingDirectoryProxy server transformation features:
  • Describe the proxy transformations
  • Understand entry balancing
  • Create transformations
Chapter 4: Administering the PingDataSync Server

Describe the functions provided by the PingDataSync server, and how to install, configure, and synchronize the PingDataSync server.

Lesson 1: Providing an Overview of PingDataSync
Describe the capabilities and key features of the PingDataSync server:
  • Describe the key features
Lesson 2: Installing the PingDataSync Server
Summarize the PingDataSync server installation procedures:
  • Install the PingDataSync server
  • Use the start, stop, and restart commands
  • Describe the failover server
  • Install the failover server
  • Install the PingDataSync server
Lesson 3: Configuring the PingDataSync Server
Define and install the PingDataSync server components:
  • Define Sync Pipe components
  • Create the synchronization flow
  • Use the retry mechanism
  • Configure the PingDataSync server
  • Configure and synchronize the PingDataSync server
Lesson 4: Synchronizing the PingDataSync Server
Describe the features needed, in a relational database and AD, to allow synchronization through the PingDataSync serve:
  • Synchronize with a relational database
  • Synchronize with AD
Chapter 5: Troubleshooting and Maintenance

Describe common maintenance and necessary troubleshooting tasks needed to optimize PingDirectory performance.

Lesson 1: Providing an Overview of the Server SDK
Provide an overview of the Server SDK:
  • Describe the key features of the Server SDK
Lesson 2: Maintaining the PingDirectory Server
Summarize common PingDirectory maintenance tasks:
  • Use the start, stop, and restart server commands
  • Understand common maintenance tasks
  • Perform maintenance tasks
  • Understand Delegated Admin
  • Configure Delegated Admin
  • Administer Delegated Admin
  • Understand data recovery
  • Perform data recovery
Lesson 3: Monitoring a PingDirectory Deployment
Explain how monitoring is a vital part of a PingDirectory deployment:
  • Monitor the PingDirectory server
Lesson 4: Troubleshooting the PingDirectory server
Provide information about available troubleshooting tools and log files to help ensure the resolution of any problems:
  • Understand how to troubleshoot issues
  • Repair a conflict resolution
  • Use troubleshooting tools


May 24
3 days
More information
ping logo
IG-430-BVP Rev A

PingGateway Deep Dive

The aim of this course is to showcase the key features and capabilities of the versatile and powerful edge security solution with the PingGateway environment, formerly known as ForgeRock® Identity Gateway. It provides the student with the knowledge and confidence to manage their own environment. It is accepted that this course is not able to demonstrate all the features and capabilities of PingGateway. Further information and guidance can be found in the documentation and knowledge base documents in the online repositories at: Backstage https://backstage.forgerock.com.

Note: Revision A of this course is based on version 7.2 of PingGateway.

Upon completion of this course, you should be able to:

  • Integrate and protect web applications, APIs, legacy applications, and microservices with the Ping Identity Platform (Identity Platform), formerly known as ForgeRock® Identity Platform, by using PingGateway
  • Add authentication to the ForgeRock Entertainment Company (FEC) solution using PingOne Advanced Identity Cloud (Advanced Identity Cloud), formerly known as ForgeRock® Identity Cloud, or PingAM (AM), formerly known as ForgeRock® Access Management, as the access manager, OpenID Connect (OIDC) provider, and Security Assertion Markup Language (SAML2) identity provider (IdP)
  • Demonstrate how to use PingGateway to manage access to a website using Advanced Identity Cloud (or AM) policies and policies with advice
  • Protect a REST API with PingGateway and extend PingGateway functionality with scripting
  • Highlight various areas that must be taken into account when preparing PingGateway for a production environment. Topics discussed include auditing, monitoring, tuning, security, and deployment

The following are the prerequisites for successfully completing this course:

  • Completion of the PingGateway Essentials course available at: https://backstage.forgerock.com/university/forgerock/on-demand/path/TGVhcm5pbmdQYXRoOjQ%3D/chapter/Q291cnNlOjE1NzI2

Chapter 1: Integrating Applications With PingGateway

Integrate and protect web applications, APIs, legacy applications, and microservices with Identity Platform by using PingGateway.

Lesson 1: Introducing PingGateway
Introduce PingGateway and discuss scenarios for protecting web applications, APIs, and legacy applications:
  • Introduce PingGateway
  • Describe PingGateway features
  • Compare PingGateway with policy agents
  • Explore PingGateway integration with web applications
  • Describe PingGateway integration with OIDC and SAML
  • Explore PingGateway policy enforcement and second-factor authentication (2FA)
  • Describe PingGateway protection of APIs
  • Access your CloudShare VM
  • Examine the lab environment
  • Access the FEC and DVD4U websites
Lesson 2: Fronting a Website With PingGateway
Configure PingGateway to listen for secure connections, operate in development mode, and be a reverse proxy in front of the FEC website:
  • Examine the PingGateway configuration structure
  • Describe required PingGateway configuration
  • Configure PingGateway for secure connections
  • Configure PingGateway routes
  • Creating and managing routes in PingGateway Studio
  • Protect a website by using PingGateway Studio
  • Upgrade a route to use WebSockets
  • Configure PingGateway for development mode and TLS connections
  • Protect the FEC website with PingGateway by using PingGateway Studio
  • Manage routes in PingGateway Studio and examine PingGateway log files
Lesson 3: Routing Requests and Responses
Configure PingGateway to route requests depending on external conditions, and use various filters and handlers to process requests and responses within a route:
  • Describe the PingGateway object model
  • Examine objects available in routes
  • Retrieve context data and configure sessions
  • Route requests depending on conditions
  • Describe route handlers
  • Manage requests and responses with a route handler
  • Process requests and responses with filters
  • Create a route to allow access to a public area of FEC
  • Add a page not found route
  • Create a route to access the legacy DVD4U application
  • Add password replay for the DVD4U application
Lesson 4: Configuring PingGateway Logging and Capturing Route Communication
Introduce decorators, capture information in the PingGateway logs information using the CaptureDecorator, and retrieve credentials from a file with a FileAttributesFilter:
  • Manage PingGateway logs
  • Introduce Decorators
  • Configure route activity logs
  • Capture inbound and outbound communication
  • Retrieve credentials from a file
  • Observe requests and responses in PingGateway logs
  • Test different capture configuration settings
  • Centralize PingGateway logging configuration
  • Modify the DVD4U route to get credentials from a file
  • Use Logback configuration for troubleshooting
Chapter 2: Configuring Agentless Single Sign-On

Add authentication to the FEC solution, using Advanced Identity Cloud or AM as the access manager, OIDC provider, and SAML2 identity provider.

Lesson 1: Implementing Authentication with the SSO Filter
Implement authentication for websites with the single sign-on (SSO) filter by using PingGateway to interact with Advanced Identity Cloud or AM as the authentication server, to ensure access to non-public content requires authentication:
  • Create a route by using the PingGateway Studio Freeform Designer
  • Configure Advanced Identity Cloud or AM as a service
  • Describe how to use the SSO Filter
  • Retrieve user data from the authentication provider
  • Configure PingGateway as an HTTPS client
  • Create a route with the PingGateway Studio Freeform Designer
  • Redirect requests to AM for authentication
  • Configure PingGateway for client-side HTTPS
  • Access properties in SSO token context
  • Retrieve user profile data for display in a web page
  • Store information in a PingGateway HTTP session
  • Configure capture decorators in Freeform Designer
Lesson 2: Configuring CDSSO for the Legacy Application
Configure cross-domain single sign-on (CDSSO) to support applications located in different domains, by using the CrossDomainSingleSignOnFilter:
  • Describe the CDSSO Filter
  • Configure the CDSSO Filter Solution
  • Configure CDSSO redirect endpoints
  • Integrate the legacy application with CDSSO
  • Create a new route to protect DVD4U with CDSSO and AM
  • Update the DVD4U route to automatically log in the authenticated user
  • Prepare the Advanced Identity Cloud tenant
  • Protect the DVD4U and FEC websites using CDSSO with Advanced Identity Cloud
Lesson 3: Performing SSO With PingGateway as an OIDC Relying Party
Configure PingGateway to operate as an OIDC client (relying party) to offer potential subscriber users access to the trial sections and immediate access to promotional content of the website by using their Gmail account:
  • Describe basic OIDC concepts
  • Configure PingGateway as an OIDC client
  • Examine the flow of OIDC redirects for authentication and consent
  • Explore the flow of OIDC callbacks and data injection
  • Configure an OIDC relying party route
  • Examine the OIDC relying party solution
Lesson 4: Providing SSO with PingGateway as a SAML2 SP
Configure PingGateway to act as a SAML2 service provider (SP), enabling an application to be SAML2-compliant:
  • Authenticate with a SAML2 identity provider (IdP)
  • Describe the use of the SAML federation handler
  • Describe the use of the dispatch handler
  • Describe the SAML2 implementation flow
  • Set up SAML2 configuration files for PingGateway
  • Configure a SAML2 route for the trial section
  • Examine the SAML2 solution (optional)
Chapter 3: Controlling Access with PingGateway as Policy Enforcement Point

Demonstrate how to use PingGateway to manage access to a website using Advanced Identity Cloud (or AM) policies and policies with advice.

Lesson 1: Implementing Authorization With a Policy Enforcement Filter
Configure PingGateway to manage access to a website by evaluating policies configured in Advanced Identity Cloud (or AM) and using a PolicyEnforcementFilter:
  • Describe the use of the Policy Enforcement Filter
  • Illustrate the use of the Policy Enforcement Filter
  • Configure a policy enforcement point (PEP) route for the premium section of FEC
  • Examine the PEP solution (optional)
Lesson 2: Providing Step-Up Authentication and Transactional Authorization
Illustrate how PingGateway handles step-up authentication and transactional authorization policy advices with Advanced Identity Cloud (or AM):
  • Describe step-up authentication
  • Illustrate how PingGateway handles step-up authentication
  • Describe transactional authorization
  • Illustrate how PingGateway handles transactional authorization
  • Configure a PEP route for the on demand and profile sections of FEC
  • Examine the profile solution (optional)
  • Examine the on-demand solution (optional)
Chapter 4: Protecting a REST API

Protect a REST API with PingGateway and extend PingGateway functionality with scripting.

Lesson 1: Configuring PingGateway as an OAuth2 Resource Server
Configure PingGateway to act as an OAuth2 resource server that protects a REST API:

  • Describe the use of the OAuth2 resource server filter
  • List access token resolvers
  • Validate certificate-bound access tokens
  • Observe the flow with the token introspection resolver
  • Prepare the OAuth2 solution to protect the FEC REST API
  • Configure PingGateway to protect the FEC REST APIs
  • Examine the REST API solution (optional)
Lesson 2: Extending Functionality With Scripts
Log information on context, implement dynamic scopes to manage access to resources, and refine allowed access using script-based objects in PingGateway:
  • Describe the scripting functionality for extending PingGateway
  • Explore scriptable objects
  • Examine dynamic scopes solution
  • Describe OAuth2 token swapping in PingGateway
  • Configure a scriptable filter to log the content of the OAuth2 context
  • Configure a dynamic scopes script
  • Configure a scriptable filter to retrieve the correct favorite list
Chapter 5: Preparing for Production with PingGateway

Highlight various areas that must be taken into account when preparing PingGateway for a production environment. Topics discussed include auditing, monitoring, tuning, security, and deployment.

Lesson 1: Auditing, Monitoring, and Tuning a PingGateway Solution
Prepare PingGateway for a production environment by considering auditing, monitoring, tuning, security, and deployment topics:
  • Describe the audit framework
  • Excluding sensitive data from audit logs
  • Accessing the Common REST API monitoring endpoint
  • Decreasing the number of requests through caching
Lesson 2: Developing an Awareness of Security Questions With PingGateway
Develop awareness of best practices, describe JwtSessions, examine common secrets, and manage request rates and throttling:
  • Discuss PingGateway best practices regarding security
  • Examine the common secrets
  • Explore secret store types
  • Describe throttling
  • Create common secret stores
  • Configure throttling
Lesson 3: Deploying PingGateway
Explore how to deploy PingGateway into a production context by using property value substitution and clustering:
  • Describe property value substitution
  • Set up multiple PingGateway instances
  • Integrate configuration tokens in the solution
  • Deploy a second PingGateway instance
May 25
5 days
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PD-400-BVP Rev A.1

PingDirectory Administration

This course provides the knowledge you need to install and administer each component of the PingDirectory platform which includes: PingDirectory server, PingDirectoryProxy server, PingDataSync server, the PingData Software Development Kit (SDK), and Delegated User Administration. This course references real-world scenarios driven by recurring use cases. You learn how to install each PingDirectory platform component, perform basic maintenance, using the monitoring and troubleshooting tools. While, hands-on lab exercises provide the first-hand experience installing, configuring, tuning, and using the troubleshooting tools


This course is built on version 10.

Upon completion of this course, you should be able to:

  • Describe the PingDirectory capabilities and key features, summarize the installation procedures, and review the initial configuration tasks
  • Deploy, fine tune, and configure the PingDirectory server to meet the needs of your production environment
  • Describe how to install and manage the PingDirectoryProxy server
  • Describe the functions provided by the PingDataSync server, and how to install, configure, and synchronize the PingDataSync server
  • Describe common maintenance and necessary troubleshooting tasks needed to optimize PingDirectory performance.

The following are the prerequisites for successfully completing this course:

  • Knowledge of UNIX/Linux commands.
  • A basic understanding of how directory servers function.
  • A basic understanding of REST and HTTP.
  • A basic knowledge of Java based environments would be beneficial, but no programming experience is required.
  • Completion of the Introduction to PingDirectory available at: https://backstage.pingidentity.com/university/

Chapter 1: Installing PingDirectory

Describe the PingDirectory capabilities and key features, summarize the installation procedures, and review the initial configuration tasks.

Lesson 1: Providing an Overview of PingDirectory
Describe the capabilities and key features of PingDirectory:
  • Describe the key features of PingDirectory
Lesson 2: Installing the PingDirectory Server
Summarize the PingDirectory server installation procedures:
  • Perform pre-installation procedures
  • Install PingDirectory
  • Describe post-installation procedures
Lesson 3: Completing Initial Configuration
Complete the PingDirectory server initial configuration settings:
  • Use server profiles
  • (Optional) Install PingDirectory

Chapter 2: Deploying PingDirectory

Deploy, fine tune, and configure the PingDirectory server to meet the needs of your production environment.

Lesson 1: Managing the Schema
Describe the functions of the schema, and modify the schema by creating new attribute types, object classes, and a new custom user:
  • Describe the schema
  • Modify the schema
  • Modify the schema
  • Modify object classes
  • Create auxiliary object classes
  • Load custom schema elements
Lesson 2: Managing Objects
Define objects in LDAP and use the command-line tools to search, add, modify, and delete entries:
  • Search entries
  • Manage entries
  • Create objects
Lesson 3: Using Security and Encryption
Describe the basic vulnerabilities in LDAP server implementations, secure server data, use the encryption-settings tool to create an encryption settings database, and create sensitive attributes:
  • Prevent data vulnerability
  • Keep data secure
  • Configure encryption settings
Lesson 4: Using Virtual Attributes
Define virtual attributes and their use, recall the virtual attribute types, and create mirrored virtual attributes:
  • Define virtual attributes
  • Administer virtual attributes
Lesson 5: Managing Password Policies
Describe how to use password policies, and then create and assign password policies to individual accounts and/or user groups:
  • Describe password policies
  • Create a password policy
Lesson 6: Administering JSON Attributes
Describe how to manage and create JSON attributes:
  • Manage JSON attributes
  • Create JSON attributes
  • Manage the Password Policy State JSON
  • Administer JSON Attributes
Lesson 7: Managing the REST APIs
Describe the available REST APIs, list the HTTP methods available, and use the Directory REST API to create and update user entries:
  • Understand the Rest APIs
  • Use the SCIM 2.0 REST API
  • Administer the Directory REST API
Lesson 8: Managing Logging
List the three types of available log publishers, describe the elements of the log format, and create log publishers:
  • Manage log publishers
  • Configure logging
  • Create a log publisher
Lesson 9: Managing Replication
Define the replication process and architecture, set up a server topology, enable the replication process, and initialize new replicas:
  • Understand replication
  • Enable replication
  • Resolve conflicts
  • Understand the replication protocol
  • Use replication over WAN
  • Plan deployment
  • Configure replication
  • Scale replication
  • Enable the replication process
Lesson 10: Managing Server Topologies
Discuss the topology registry, create server groups to aid in configuration changes, and compare configurations on separate directory servers:
  • Define the topology registry
  • Administer the server topology
Chapter 3: Administering the PingDirectoryProxy Server

Describe how to install and manage the PingDirectoryProxy server.

Lesson 1: Providing an Overview of the PingDirectoryProxy Server
Describe the capabilities and key features of the PingDirectoryProxy server:
  • Describe the key features
Lesson 2: Installing the PingDirectoryProxy Server
Describe how to install the PingDirectoryProxy server:
  • Describe the installation process
  • Install the PingDirectoryProxy server
  • Lesson 3: Managing the PingDirectoryProxy Server
  • Describe the key advanced PingDirectoryProxy server transformation features:
  • Describe the proxy transformations
  • Understand entry balancing
  • Create transformations
Chapter 4: Administering the PingDataSync Server

Describe the functions provided by the PingDataSync server, and how to install, configure, and synchronize the PingDataSync server.

Lesson 1: Providing an Overview of PingDataSync
Describe the capabilities and key features of the PingDataSync server:
  • Describe the key features
Lesson 2: Installing the PingDataSync Server
Summarize the PingDataSync server installation procedures:
  • Install the PingDataSync server
  • Use the start, stop, and restart commands
  • Describe the failover server
  • Install the failover server
  • Install the PingDataSync server
Lesson 3: Configuring the PingDataSync Server
Define and install the PingDataSync server components:
  • Define Sync Pipe components
  • Create the synchronization flow
  • Use the retry mechanism
  • Configure the PingDataSync server
  • Configure and synchronize the PingDataSync server
Lesson 4: Synchronizing the PingDataSync Server
Describe the features needed, in a relational database and AD, to allow synchronization through the PingDataSync serve:
  • Synchronize with a relational database
  • Synchronize with AD
Chapter 5: Troubleshooting and Maintenance

Describe common maintenance and necessary troubleshooting tasks needed to optimize PingDirectory performance.

Lesson 1: Providing an Overview of the Server SDK
Provide an overview of the Server SDK:
  • Describe the key features of the Server SDK
Lesson 2: Maintaining the PingDirectory Server
Summarize common PingDirectory maintenance tasks:
  • Use the start, stop, and restart server commands
  • Understand common maintenance tasks
  • Perform maintenance tasks
  • Understand Delegated Admin
  • Configure Delegated Admin
  • Administer Delegated Admin
  • Understand data recovery
  • Perform data recovery
Lesson 3: Monitoring a PingDirectory Deployment
Explain how monitoring is a vital part of a PingDirectory deployment:
  • Monitor the PingDirectory server
Lesson 4: Troubleshooting the PingDirectory server
Provide information about available troubleshooting tools and log files to help ensure the resolution of any problems:
  • Understand how to troubleshoot issues
  • Repair a conflict resolution
  • Use troubleshooting tools


May 26
3 days
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