Ping Modernization Readiness Checklist

Validate your current PingFederate / PingAccess / PingDirectory estate before committing to modernization or migration. Surface hidden complexity, quantify risk, and establish reversible sequencing.

  • Inventory
  • Token Model
  • Schema
  • Customization
  • Telemetry
  • Rollback
Request Readiness Assessment Migration Framework

How to Use This Checklist

Mark each item as Ready, In Progress or Gap. Gaps feed a remediation backlog prioritized by downstream blast radius, migration sequencing dependency, and rollback feasibility.

Goal: Reduce uncertainty before the first routed cohort. Every satisfied control lowers unplanned cutover friction.

Environment & Inventory

  • All PingFederate connections (SP / IdP / OAuth / WS‑Fed) enumerated with purpose owner
  • Adapter & authentication source mapping with usage counts
  • PingAccess policy tree & route count baselined
  • PingDirectory top attribute cardinalities & null volatility captured
  • External identity provider trust list validated / de-duplicated
  • Non-production parity (version / modules / plugins) confirmed

Token, Assertion & Session Model

  • Access / ID token lifetimes documented vs consumer cache assumptions
  • Assertion / token claim variance & transformation hotspots identified
  • Session continuity requirements (SSO timeout vs idle vs absolute) formalized
  • Signing / encryption key rotation rehearsal successfully performed
  • JWT / SAML audience & scope usage audited (no unused / overly broad values)

Directory & Profile Schema

  • Authoritative source per attribute (mastering matrix) established
  • High-risk PII fields masked in logs / exports
  • Attribute normalization rules (case, trimming, canonical forms) documented
  • Stale / deprecated attributes flagged for decommission
  • Join / move / leave flows measured with SLA conformance

Customization & Extension Risk

  • Custom Java / Groovy / scripted adapters cataloged with code size metrics
  • Any unsupported extension points identified & risk-ranked
  • Hard-coded endpoint or environment values parameterized
  • Migration refactor candidates prioritized by complexity & blast radius
  • Fallback / bypass logic paths reviewed for security regressions

Observability & Telemetry

  • Unified correlation ID across Ping components available
  • Auth success ratio & latency (p50/p95) baselines recorded
  • Error taxonomy (authn, directory, policy, mapping) segmented
  • Drift detection approach (token claims, attributes) defined
  • Capacity & rate limit headroom thresholds established

Migration & Rollback Preparedness

  • Cohort routing strategy (segments, order, rollback gates) approved
  • Shadow / dual-write feasibility validated (where applicable)
  • Rollback triggers & decision matrix published (latency, error %, drift)
  • Data reconciliation plan (attribute conflict resolution) complete
  • Cutover communication & support escalation flow rehearsed

Recommended Sequencing

  1. Inventory & Complexity Index – produce visibility baseline.
  2. Observability & Drift Harness – ensure metrics before routing change.
  3. Schema & Token Harmonization – shrink variance early.
  4. Refactor High-Risk Custom Code – eliminate brittle logic paths.
  5. Shadow / Dual Logic – validate transformations safely.
  6. Cohort Expansion & Stabilization – controlled percentage increases.
See detailed migration strategy →

Need a Formal Readiness Score?

We deliver a quantified modernization readiness report, prioritized remediation backlog, and rollback-aware migration blueprint tailored to your Ping environment scale.

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