Create Apps from PingOne Data in Qlik Sense Cloud

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. CData Connect AI creates a live connection to PingOne. By pairing Qlik Sense Cloud with CData Connect AI, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect AI from Qlik Sense Cloud and get instant, live access to your PingOne data.

In this article, we walk through two connections:

1. Connecting to PingOne in Connect AI
2. Connecting to Connect AI from Qlik Sense Cloud to create a model and build a simple dashboard

Configure PingOne Connectivity for Qlik Sense Cloud

Connectivity to PingOne from Qlik Cloud is made possible through CData Connect AI. To work with PingOne data from Qlik Cloud, we start by creating and configuring a PingOne connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "PingOne" from the Add Connection panel

3. Enter the necessary authentication properties to connect to PingOne.

   To connect to PingOne, configure these properties:

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

   Configuring WorkerAppEnvironmentId

   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 WorkerAppEnvironmentId to the value of the Environment ID field.

   Configuring AuthorizationServerURL

   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 AuthScheme to OAuth.

   Desktop Applications

   Get and Refresh the OAuth Access Token

   After setting the following, you are ready to connect:

   • InitiateOAuth: GETANDREFRESH. To avoid the need to repeat the OAuth exchange and manually setting the OAuthAccessToken each time you connect, use InitiateOAuth.
   • OAuthClientId: The Client ID you obtained when you created your custom OAuth application.
   • OAuthClientSecret: The Client Secret you obtained when you created your custom OAuth application.
   • CallbackURL: 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 OAuthSettingsLocation, 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.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add PingOne Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to PingOne data from Qlik Sense Cloud.

Create a Qlik Sense App from PingOne Data

This section explains how to add PingOne data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

1. Log into your Qlik Sense instance and click the button to create a new app
2. Name and configure the new app and click "Create"
3. In the workspace, click to open the new app
4. Click to add data from files and other sources
5. Select the Microsoft SQL Server connector and set the configuration properties.
   • Set Server to tds.cdata.com
   • Set Port to 14333
   • Set Database to the connection you created (e.g. PingOne1)
   • Set User name to the Connect AI user (e.g. [email protected])
   • Set Password to the PAT for the above user
   
6. Select an owner for the connection
7. Select a PingOne entity (Table) to view
8. Click Next, configure the model, and load the data into Qlik Sense.

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. You can build custom visualizations, reports, and dashboards engineered to gain actionable insights into your PingOne data.

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live PingOne data. For more information on creating OData feeds from PingOne (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live PingOne data in Qlik Sense Cloud.