Preparing WhatsUp Gold for discovery

For the best discovery results, configure all of the credentials used by devices on your network before starting a discovery scan. The Credentials Library stores applicable login, community string, or connection string information for devices and applications.

To apply appropriate action policies to discovered devices, we also recommend that you configure the policies in WhatsUp Gold prior to starting a discovery session, and then associate them with a device role. For more information, see Using Device Roles in the help.

Configuring credentials

To configure credentials:

1. Click Admin > Credentials Lib. The Credentials Library appears.
2. Click New. The Select Credential Type dialog appears.
3. Select the type of credential you want to create, then click OK. The Add New Credential dialog appears.
4. Enter the information for the credential you want to create, then click OK. The Add New Credential dialog closes.
5. Repeat steps 2 through 4 for each credential that you want to use during the discovery process.

For more information about credentials, see Using Credentials in the help.

Creating action policies

To create an action policy:

1. From the WhatsUp Gold console, select Configure > Action Policies. The Action Policies dialog appears.
   - or -
   From the web interface, click the Admin tab, then click Action Policy Library.
2. Click New. The New Action Policy dialog appears.
3. Enter a name for the action policy. This name is used to help you identify this action policy in WhatsUp Gold.
4. Click Add. The Action Builder wizard appears.
5. Follow the on-screen instructions in the Action Builder wizard to create or select actions for the policy. At the end of the wizard, click Finish to close the Action Builder wizard and add the action to the action policy.
6. To add additional actions to the action policy, click Add again.
7. After you have added all of the actions to the action policy, verify that they are listed in the correct order. If they are not, you can select actions and use the Up and Down buttons to change the actions' order in the list.
8. Click OK. The New Action Policy dialog closes.

To associate an action policy with a device role:

1. After creating the action policy, on the WhatsUp Gold console select File > Discover Devices. The Discovery console appears.
2. From the Discovery console menu, select Advanced > Device role settings. The Device Role Settings dialog appears.
3. Select the device role that you want to use in the action policy, then click Configure. The Role Settings Editor appears.
4. Select the Action Policy tab.
5. Select the action policy you wnt to include, then click OK. The Role Settings Editor dialog closes.

For more information about action policies, see About Action Policies in the help.

See Also Discovering network devices Preparing devices for discovery Configuring and running discovery