Add a Smart Polling plan that requires credentials

Create a Smart Polling plan that uses a strategy that requires credentials. Choose specific or all credentials, configure a schedule, and define the scope before completing the setup.

Before you begin

Make sure that the correct credentials for the Smart Polling plan you are about to add are in the Credentials Manager.

About this task

Use this process to create a Smart Polling plan that targets systems requiring authentication. This method allows the platform to access and collect data from sources that need credentials. You can configure the schedule and scope of the plan to suit your operational needs.

Procedure

  1. In the top navigation bar, select > Smart Polling.
    The Smart Polling page opens.
  2. If the welcome page shows, select Go to the Smart Polling page.
  3. On the Smart Polling page, select the icon.
    Smart Polling page showing the add button

    The Choose the Strategy page opens.
  4. Optional: To find the correct strategy, enter text in the Filter strategies field.
    Strategy selection page

  5. In the top right corner of the relevant strategy, select the radio button.
    WinRM strategy selection

  6. Select Next.
    Either the Parameters page or the Target page will show.
  7. Optional: If the Parameters page shows, enter the necessary details.
  8. Select Next.
    The Target page will show.
  9. From the Available credentials panel on the left, select the applicable credential.
  10. Choose an option:
    • To select one credential, select the Select one icon icon.
    • To select all the available credentials, select the Select all icon icon.
  11. Select Next.
    The Scheduling page will show.
  12. On the Scheduling page:
    Important:
    Nozomi Networks Operating System (N2OS) versions v25.3.0 and later support both of the options below. N2OS versions up to and including v25.2.0 only support the Interval based option.
    • For N2OS v25.3.0 and higher, select Recurrence based
    • For N2OS v25.2.0 and lower, select Interval based
  13. Configure the schedule:
    • If you chose Recurrence based, set the frequency and the time
    • If you chose Interval based, set the interval
  14. Select Next.
    The Finish page will show.
  15. Optional: In the Plan name field, edit the name of the plan.
  16. Optional: Expand the Scopes section and select Add Scope.
  17. Select an option:
    • Tag
    • Site
    • Sensor
    A dialog shows.
  18. Select one tag, site, or sensor.
    The option will depend on what you selected in the previous step.
  19. Select Confirm.
  20. Select Done.

Results

The Smart Polling plan has been added.