Automated Continuous PingOne Replication to SQL Server

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live PingOne data into your SQL Server instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure SQL Server as a Replication Destination

Using CData Sync, you can replicate PingOne data to SQL Server. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection. 👁 Add a new connection.
   
2. Select the Destinations tab and locate the SQL Server connector. 👁 Configure a Destination connection to SQL Server.
   
3. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the SQL Server connector. For more information about installing new connectors, see Connections in the Help documentation.
4. To connect to SQL Server, set the following connection properties:
   • Connection Name: Enter a connection name of your choice for the SQL Server connection.
   • Server: Enter the name or network address of the computer running SQL Server.
   • Port: Enter the port used to connect to the server hosting the SQL Server database.
   • Database: Enter the name of the SQL Server database.
   • User: Enter the username provided for authentication with SQL Server, if using forms authentication.
   • Password: Enter the password provided for authentication with SQL Server, if using forms authentication.

   Java Edition

   The Java version requires the Microsoft SQL Server JDBC driver, which can be downloaded from the Microsoft Download Center. Copy the JDBC driver to the lib folder of your Java Web server to make a connection.

   👁 Enter the connection details.
   
5. Once connected, click Create & Test to create, test and save the connection.

You are now connected to SQL Server and can use it as both a source and a destination.

NOTE: You can use the Label feature to add a label for a source or a destination.

👁 Add a label.

In this article, we will demonstrate how to load PingOne data into SQL Server and utilize it as a destination.

Configure the PingOne Connection

You can configure a connection to PingOne from the Connections tab. To add a connection to your PingOne account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (PingOne).
3. Configure the connection properties.
   
   

   To connect to PingOne, configure these properties:

   • : The region where the data for your PingOne organization is being hosted.
   • : The type of authentication to use when connecting to PingOne.
   • Either (required when using the default PingOne domain) or , configured as described below.

   Configuring WorkerAppEnvironmentId

   is the ID of the PingOne environment in which your Worker application resides. This parameter is used only when the environment is using the default PingOne domain (auth.pingone). It is configured after you have created the custom OAuth application you will use to authenticate to PingOne, as described in Creating a Custom OAuth Application in the Help documentation.

   First, find the value for this property:

   1. From the home page of your PingOne organization, move to the navigation sidebar and click Environments.
   2. Find the environment in which you have created your custom OAuth/Worker application (usually Administrators), and click Manage Environment. The environment's home page displays.
   3. In the environment's home page navigation sidebar, click Applications.
   4. Find your OAuth or Worker application details in the list.
   5. Copy the value in the Environment ID field. It should look similar to:
      

      WorkerAppEnvironmentId='11e96fc7-aa4d-4a60-8196-9acf91424eca'

   Now set to the value of the Environment ID field.

   Configuring AuthorizationServerURL

   is the base URL of the PingOne authorization server for the environment where your application is located. This property is only used when you have set up a custom domain for the environment, as described in the PingOne platform API documentation. See Custom Domains.

   Authenticating to PingOne with OAuth

   PingOne supports both OAuth and OAuthClient authentication. In addition to performing the configuration steps described above, there are two more steps to complete to support OAuth or OAuthCliet authentication:

   • Create and configure a custom OAuth application, as described in Creating a Custom OAuth Application in the Help documentation.
   • To ensure that the driver can access the entities in Data Model, confirm that you have configured the correct roles for the admin user/worker application you will be using, as described in Administrator Roles in the Help documentation.
   • Set the appropriate properties for the authscheme and authflow of your choice, as described in the following subsections.

   OAuth (Authorization Code grant)

   Set to OAuth.

   Desktop Applications

   Get and Refresh the OAuth Access Token

   After setting the following, you are ready to connect:

   • : GETANDREFRESH. To avoid the need to repeat the OAuth exchange and manually setting the each time you connect, use .
   • : The Client ID you obtained when you created your custom OAuth application.
   • : The Client Secret you obtained when you created your custom OAuth application.
   • : The redirect URI you defined when you registered your custom OAuth application. For example: https://localhost:3333

   When you connect, the driver opens PingOne's OAuth endpoint in your default browser. Log in and grant permissions to the application. The driver then completes the OAuth process:

   1. The driver obtains an access token from PingOne and uses it to request data.
   2. The OAuth values are saved in the location specified in , to be persisted across connections.

   The driver refreshes the access token automatically when it expires.

   For other OAuth methods, including Web Applications, Headless Machines, or Client Credentials Grant, refer to the Help documentation.

   👁 Configuring a Source connection (Salesforce is shown).
   
4. Click Connect to PingOne to ensure that the connection is configured properly.
5. Click Save & Test to save the changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

👁 Select Source and Destination connections for the replication.

Replicate Entire Tables

To replicate an entire table, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of PingOne tables you wish to replicate into SQL Server, and click Add Tasks again.

👁 Choose entire tables to replicate (Salesforce is shown).

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication with the help of SQL queries. 👁 Configure a replication Transform.

Schedule Your Replication

Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at specified intervals, ranging from once every 10 minutes to once every month.

👁 Schedule your job to run automatically.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your PingOne data to SQL Server.

Run the Replication Job

Once all the required configurations are made for the job, select the PingOne table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.

👁 Run the job.

Free Trial & More Information

Now that you have seen how to replicate PingOne data into SQL Server, visit our CData Sync page to explore more about CData Sync and download a free 30-day trial. Start consolidating your enterprise data today!

As always, our world-class Support Team is ready to answer any questions you may have.