Create and test the credentials that Discovery, Service Mapping, Cloud Management, and Orchestration require to access hardware and software in your network.

Before you begin

Role required: admin

Review your security policy and options with your organization's security team.

About this task

This task contains general procedures for creating credentials. Refer to the documentation for your credential type for details on specific fields and requirements.
Note: To improve security, limit the scope of credentials to a specific MID Server or schedule to avoid unnecessary credentials.

Procedure

  1. Navigate to one of these modules:
    • Discovery > Credentials
    • Service Mapping > Credentials
    • Orchestration > Credentials
  2. Click New.
  3. On the Credentials page, click a link for the credential type and complete the form.

    Refer to the documentation for the credential type you selected for details.

    You can submit a credential record first and then test it later, or test the credential immediately before saving it.

    Credential testing is supported for these credential types:
    • SSH private keys
    • Windows
    • SNMP v3
    • VMware
    • JDBC
    • JMS
  4. Under Related Links, click Test credential.
    Note: Credentials are encrypted at all times during the test.
  5. Complete the fields in the Test Credential dialog box.
    Figure 1. Test credentials dialog box
    Test credentials dialog box
  6. Click OK to begin the test.
    An indicator appears, showing that the system is attempting to contact the target using the credentials you have provided. When the instance connects to the target it displays a success message. If the instance encounters a problem with the test inputs you have provided, it displays the appropriate error message. The following are some common error messages.
    • Incorrect target or port number:
      Figure 2. TCP connection failure
      TCP connection failure
    • Incorrect user name or password:
      Figure 3. Authentication failure
      Authentication failure
    • Incorrect MID Server for Windows credentials:
      Figure 4. MID Server error
      MID Server error
  7. Click Retry to open the test Credential dialog box and correct the input error.
  8. When your credentials test is successful, click Submit to save the record.
    Important: Testing credentials does not ensure that the credentials have the necessary privileges required for the intended Discovery or Orchestration workflow tasks.