Plan creation

Learn how to create a Smart Polling plan by choosing a strategy, defining parameters, adding targets and credentials, and scheduling when data collection runs. Customize each step to control how and when your sensors gather information. Use recurrence or interval scheduling to automate plan execution.

Select the icon to enter the plan creation wizard.

Strategy

Figure 1. Choose the strategy page

Select a Smart Polling strategy from categorized options with summaries.

Filter strategies: This field lets you enter text to easily find a specific strategy.

All available strategies show on the page with a summary. The summary section shows the:

  • Name of the strategy
  • A description of when it is useful to use the strategy
  • The information that is collected
  • Ports used

Parameters

Customize the plan with parameters used by the selected strategy, such as the port to use. Not all strategies accept parameters, in which case this step is skipped.

Figure 2. Parameters page

Define strategy-specific parameters for the selected Smart Polling plan.

Target

Some of the strategies that are available require you to enter the related credentials. Therefore, there are two possible versions of the Target page that can show.

Figure 3. Target page (Query version shown)

Enter target details for the Smart Polling plan (query-based version)

Figure 4. Target page (Credentials version shown)

Select credentials required for the Smart Polling target (credentials version)

For strategies that require credentials, you must select one, or more, of the available credentials that show in the panel on the left. To move the credentials to the panel on the right, you can use the:

  • Select one icon icon to select one credential
  • Select all icon icon to select all credentials

Scheduling

Figure 5. Scheduling page

Configure when the Smart Polling plan will run using recurrence or interval settings

Recurrence based: When this is selected, you can choose from these options:

  • Hourly
  • Daily
  • Weekly
  • Monthly

Sensors that are Nozomi Networks Operating System (N2OS) v25.2.0 or lower do not fully support recurrence-based scheduling. However, if you have sensors with one of these older versions of N2OS, and you create a recurrence-based plan, there is a workaround. Under these circumstances, Vantage will still request that the sensor runs the plan at the desired frequency, but in a slightly different way. For example, if you choose the hourly-based scheduling, it will run the plan once an hour, but not necessarily at the minute that you specified. The same will happen if you selected the daily recurrence.

If you selected the weekly or monthly recurrence, the plan will be run once per week or month, regardless of whether you specified a single day or multiple days.

Time: You then must set the time that the Smart Polling plan will be executed. The time is set in coordinated universal time (UTC).

Interval based: When this is selected, the sensors will run the plan immediately. Subsequently, it will run once at every interval. For example, if your interval is Every 1 Day(s), and the current time is 10:15, then the plan will run immediately, and then every day at 10:15.

Finish

Figure 6. Finish page

Finalize plan creation by setting scopes such as tags, sites, or sensors

On the Finish page, you can edit the Plan name, and configure Scopes.

If you select the arrow in the Scopes section, you can choose one of these options:

  • Tag
  • Site
  • Sensor

Once you have made your selection, the number of item will show next to the arrow.