Smart Device Onboarding

Open the Template Creation Form

1. From the left navigation menu, click Devices.
2. Click Templates in the submenu.
3. Click the Create Template button (top-right corner).

Fill in Template details

Complete the following fields in the template creation form:

Template fields reference

Authentication type

The authentication type for templates in /IOTCONNECT™ is X.509. This is pre-selected and cannot be changed. X.509 certificate-based authentication ensures secure, industry-standard Device identity verification.

The security configuration (how the Device certificate is provisioned) is determined at the Device creation step, not at the template level.

Save the Template

1. Review all fields for accuracy.
2. Click Save.
3. The template detail page opens with the following tabs:

• Properties — Description, Hardware Version, Data Frequency, Enable File Support, Enable Certificate Rotation, Rotation Renewal Days, CSR Enabled Device, and Enable Streaming settings.
• Attributes — Define the sensors / data points (covered in Step 2).
• Shadow — Device twin / desired properties configuration.
• Commands — Cloud-to-Device commands for remote control.

You can also access Devices, Rules, Firmware, Batch Import, and Data Export from the bottom navigation tabs.

Template properties (shown after save)

The Properties tab displays the following configurable settings:

Open Attribute Management

1. Navigate to Devices → Templates.
2. Click the template name you created in Step 1.
3. Switch to the Attributes tab.

The Attributes tab shows a form on the left to add new attributes and a “My Attributes” panel on the right listing all existing attributes (e.g., temperature, humidity).

Define Attribute details

Fill in the attribute form for each sensor / data point your Device reports:

Attribute fields reference

After filling in the fields, the attribute appears in the “My Attributes” panel on the right. You can reorder attributes using the drag handle or delete them using the trash icon.

Supported Data Types

Select the appropriate data type from the dropdown that matches the value your sensor reports:

Add multiple Attributes

Repeat Step 2 for each sensor or data point. Common examples:

• temperature — number — °C
• humidity — number — %
• battery_level — number — %
• status — string
• location — object (with lat/lng children)

Save Attributes

1. After filling in all fields, click Save.
2. The attribute appears in the attributes list with its data type and configuration.
3. Repeat for all required attributes.

Shadow tab (Device Twin)

The Shadow tab allows you to define desired properties that the platform pushes to Devices. These represent the expected state or configuration values for your Device (e.g., target temperature, refresh interval).

Switch to the Shadow tab on the template detail page to add shadow properties.

Shadow fields

After saving, the shadow property appears in the “My Shadow” panel on the right showing Property, Key, Data Type, Default Value, and Action columns. You can lock or delete entries.

Commands tab

The Commands tab allows you to define cloud-to-Device (C2D) commands. These are actions you can trigger from the platform to execute on the Device remotely (e.g., reboot, turn on / off, set configuration).

Switch to the Commands tab on the template detail page to add commands.

Command Fields

After saving, the command appears in the “My Commands” panel on the right. You can delete commands using the trash icon.

Open the Device Creation form

1. From the left navigation, click Devices.
2. Click Device in the submenu.
3. Click the Create Device button (top-right).

Fill in Device details

Complete the Device registration form:

Device fields reference

Device Certificate options

Since the template authentication type is x509, every Device requires a certificate for secure communication. You have two options when creating a Device:

Option 1: Auto-generated (recommended)

The platform automatically generates a self-signed certificate for the Device. This is the simplest option and recommended for most use cases.

• Select Auto-generated (recommended) radio button.
• No additional fields are required.
• The platform creates and manages the Device certificate internally.
• Certificate details can be downloaded after Device creation.

Option 2: Use my Certificate

Upload your own certificate for scenarios where you manage your own PKI infrastructure or need CA-signed individual certificates.

When you select Use my Certificate, the following additional fields appear:

Save the Device

After filling in all fields:

1. Click Save to create the Device and stay on the list page.
2. Or click Save & View to create the Device and open its detail page immediately.
3. Click Cancel to discard and go back.

The Device will be created with status “Created”. Once the Device connects for the first time, status changes to “Active”.

Configure the Simulator

1. Navigate to Devices → Device and click your Device’s Unique ID.
2. Click on the Simulator tab.
3. Configure the following parameters for each attribute:

4. Click Start Simulation.
5. The simulator will begin generating and sending data to the platform.

Basic SDK Connection Flow

1. Install the /IOTCONNECT™ SDK for your language.
2. Initialize the SDK with your CPID and device Unique ID.
3. The SDK calls the Agent Sync endpoint to fetch device configuration (attributes, protocol, settings).
4. Establish MQTT connection using the returned protocol details.
5. Publish telemetry data as JSON matching your template attributes.
6. Subscribe to cloud-to-device (C2D) messages for receiving commands.

View real-time Telemetry

1. Navigate to Devices → Device.
2. Click on your Device’s Unique ID to open the Device Detail page.
3. Click the Live data tab.
4. You will see three views:

Verify Device connection status

1. Check the device status indicator on the Device List or Detail page.
2. A green indicator means the device is currently connected.
3. The “Last Activity” timestamp shows when the last telemetry was received.