Gift Card Redemption Authentication

Configuring PingOne for the Gift Card Redemption solution

Verify that your PingOne environment has the necessary configuration to run the Gift Card Redemption solution and enable all the features that you want to use.

About this task

These steps ensure that the PingOne configuration is correct and enable features such as magic links, agreements, and social sign-on.

Steps

  1. Verify that you have an email server configured in PingOne.

    Learn more about email servers in Configuring Trusted Email Addresses in the PingOne documentation.

    1. Go to Settings > Sender.

    2. Click the Pencil icon.

    3. On the Email tab, in the Email Sender section, click Ping Server.

    4. In the Domain list, select your trusted email domain.

    5. Enter the sender details:

      From Name: Enter the name that appears as the sender’s name in the email message.

      From Address: Select an email address in the list, or click New to open the New Address page and create a new address.

    6. Enter the reply-to details:

      Reply-To Name: Enter the name that appears as the reply-to name in the email message.

      Reply-To Address: Select an email address in the list, or click New to open the New Address page and create a new address.

    7. Click Save.

  2. Create or verify the required notification templates in your PingOne environment.

    Learn more about adding and customizing notification templates in Adding a notification and Editing a notification in the PingOne documentation.

    1. Click one of the template links to view the corresponding template in the Ping Library:

    2. Click Copy to copy the template HTML.

    3. In PingOne, go to User Experience > Notification Templates.

    4. Click to create a new template.

    5. In the Type list, select General.

    6. In the Name field, enter the template’s name as it is displayed on the Ping Library page.

    7. Click Create.

    8. In the Email section, in the Subject field, click the Pencil icon and enter a subject corresponding to the template:

      Notification Template Subject

      Account Disabled

      Critical security alert

      Magic Link Authentication

      Magic link authentication

      New Account Created

      Welcome ${firstName} to \{\{Brand Name}}!

      New Device Sign-in Activity

      Security alert

      Password Changed

      Password change

      Suspicious Activity

      Security alert

    9. Click the icon to save the subject changes.

    10. Click the Edit icon in the New Email field, then paste the template HTML you copied in step b.

    11. Click the Save icon to save the field changes.

    12. Click the X icon to close the template.

    13. Repeat steps a - l for each remaining template.

  3. Update the content of the existing New Device Paired notification template.

    1. Open the New Device Paired template entry in the Ping Library.

    2. Click Copy to copy the template HTML.

    3. In PingOne, go to User Experience > Notification Templates.

    4. Find the New Device Paired notification template and click ⋮ > Edit.

    5. In the New Email field, click the *Pencil icon, then paste the template HTML you copied in step b.

    6. Click the Save icon to save the field changes.

    7. Click the X icon to close the template.

  4. Verify that you have a multi-factor authentication (MFA) policy configured in PingOne.

    Learn more in the PingOne MFA policies documentation.

    1. In PingOne, go to Authentication → MFA.

    2. Click the MFA policy marked as the default and verify that its Allowed Authentication Methods include the authentication methods that you want to use from the following:

      • Email

      • SMS

      • FIDO2

      • Voice

      • TOTP

      • Mobile

  5. Verify that the default population exists:

    1. Go to Directory → Populations.

    2. In the list of populations, verify that a population is marked as Default.

    3. If no existing population is marked as Default, select a population and go to More options ( ) → Edit Population.

    4. Click Make Default Population.

    5. Click Switch.

    6. Click Save.

  6. Add the rewardsBalance attribute.

    The rewardsCurrency and rewardsBalance attributes are displayed concatenated with each other. For example, if the rewardsBalance is 500.00 and the rewardsCurrency is $, they are displayed as $500.00.

    1. Go to Directory > User Attributes.

    2. Click the icon.

    3. Click Declared.

    4. Click Next.

    5. Enter the information for the attribute:

      • Name: rewardsBalance

      • Display name: rewardsBalance

      • Description: The user’s current rewards balance.

    6. Click Save.

  7. Add the rewardsCurrency attribute.

    1. Go to Directory > User Attributes.

    2. Click the icon.

    3. Click Declared.

    4. Click Next.

    5. Enter the information for the attribute:

      • Name: rewardsCurrency

      • Display name: rewardsCurrency

      • Description: The currency of the user’s rewards balance.

    6. Click Save.

  8. (Optional) If you plan to use FIDO2, verify that the default Passkeys policy is selected.

    Learn more about FIDO policies in the PingOne FIDO policies documentation.

    1. Go to Authentication > FIDO.

    2. Verify that the Passkeys policy is set as the default.

    3. If the Passkeys policy is not the default, go to ⋮ > Make Default, then click Save.

  9. (Optional) If you plan to use an agreement, verify that you have an agreement configured in PingOne and copy the agreement ID.

    Learn more about configuring agreements in Adding an agreement in the PingOne documentation.

    1. Go to User Experience > Agreements.

    2. Verify that the agreement exists and is enabled.

    3. Click the agreement to open the details panel.

    4. On the API tab, copy the ID.

    The agreement ID is used in a later procedure to configure the flows in DaVinci.

  10. (Optional) Verify that you have an external identity provider (IdP) configured in PingOne for each valid third party you want to use as a social sign-on option.

    Learn more about how IdPs are used in PingOne in Identity Providers in the PingOne documentation.

    1. If you want to use Google as a social sign-on option, verify that Google is configured as an IdP according to the procedure in Adding an identity provider - Google. During configuration, use the following property mappings:

      Google Property PingOne Property

      email address

      username

      email address

      email

      family name

      family name

      given name

      given name

    2. If you want to use Facebook as a social sign-on option, verify that Facebook is configured as an IdP according to the procedure in Adding an identity provider - Facebook. During configuration, use the following property mappings:

      Facebook Property PingOne Property

      email address

      username

      email address

      email

      family name

      family name

      given name

      given name

    3. If you want to use Apple as a social sign-on option, verify that Apple is configured as an IdP according to the procedure in Adding an identity provider - Apple. During configuration, use the following property mappings:

      Apple Property PingOne Property

      email address

      username

      email address

      email