Import PingOne Data into FileMaker Pro



Create reports that integrate PingOne data in Filemaker Pro.

One of the strengths of the CData ODBC driver is its ubiquitous support across many applications and platforms. In this article, you will configure the ODBC driver in FileMaker Pro and create data visualizations with PingOne data.

Query PingOne Data in FileMaker Pro

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. See the "Getting Started" chapter of the help documentation for a guide to creating a DSN on Windows or Unix-based systems like Mac OS X and Linux.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

You can then load PingOne data into tables in Filemaker Pro:

  1. In your solution, click File -> Import Records -> ODBC Data Source, and select the CData PingOne DSN.
  2. In the resulting SQL Query Builder wizard, select tables and columns and then click Insert into SQL Query. You can edit this query directly. For example:

    SELECT Id, Username FROM [CData].[Administrators].Users WHERE EmployeeType = 'Contractor'

    You can use the UI to build filters in the WHERE clause by clicking the WHERE tab.

  3. In the resulting Import Field Mapping wizard, you can define mappings from columns in the data source to the columns in a destination table. To create a new table for the query results, select New Table ("CData PingOne Source") from the Target box, and click Import.

For more information on the SQL that the driver supports out of the box, see the help documentation.

Process Data at Design Time

You can sort and aggregate data, as well as calculate summary functions, while you browse tables. To manipulate the view of data at design time, first complete the two steps below:

  1. Switch to Browse mode: Click the Mode pop-up menu in the footer of the application.
  2. Switch to Table view: Click the table icon in the View As menu in the main toolbar of the application.

Aggregate and Summarize

Follow the procedure below to group column values and then display a summary, as shown in the screenshot below:

  1. Sort: Click the arrow in the Id column header and then click Sort Ascending in the resulting menu.
  2. Group: In the menu for the Id column click Add Trailing Group by Id to group the values and create a subsequent row where summary calculations can be inserted. Click Add Leading Group to introduce the group with a summary.
  3. Summarize: In the menu for a column that has been grouped, select a summary from the Trailing Subtotals menu.

the procedure below to create a simple bar chart that shows the total Username for each Id.

  1. Click the arrow in the Username column header and click "Chart by Username" in the menu. If you have already grouped on a column in the Table view, Id, for example, you can select the option to chart Username by Id.
  2. In the Chart Setup window, select columns to draw the chart: To add the column for the x-axis, click the button next to the Data box.

Selecting the x-axis and y-axis will draw the chart. You can also process data in the Chart Setup: Set the following options to create a basic chart.

  1. Click the button next to the Data box and select Specify Field Value. Select a column in the resulting dialog.
  2. Select a summary for the y-axis in the Summary menu.

Ready to get started?

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The PingOne ODBC Driver is a powerful tool that allows you to connect with live data from PingOne, directly from any applications that support ODBC connectivity.

Access PingOne data like you would a database - read, write, and update PingOne 0, etc. through a standard ODBC Driver interface.