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Enabling Technologies for
Branded Wireless Services
Boris Klots & Vadim Draluk
Motorola, Inc.
Challenges of Handset Software
• Increased demand for diverse functionality
• Handsets have specific limitations (memory,
space etc)
• SW development cycle is long compared to
marketing pressures
• How do we reconcile these demands and
limitations?
• The process is similar to enterprise computing
12 years ago
• Let us look at these factors in more detail
Wireless Industry Trends
• Operator emphasis on branding
– Branded UI & services
• Device Management
– Decoupling of SW from life cycle of the device
– Platform extension/upgrade
– Software repair
– Parameter tracking/configuration
• Proprietary OS ⇒ Open OS
– Rising prominence of Linux
– Continued growth of Java (MIDP2, JTWI)
– Significant and expanding role for 3rd parties
Technology Requirements
• Deep UI and service postponement
• Richer services and applications to drive ARPU
• Portability and scalability
– Across radio technologies (GSM, CDMA, 3G)
– Across tiers
• Leverage industry technologies and trends
• Standards alignment, not fragmentation
Technology Requirements:
Device Management
• Device Management that decouples life cycle of the
device from the lifecycle of the software
– Time to market
– Innovation
– Branded services
• Uniform Device Management that covers all stages of
device lifecycle
– factory, POS, customer care, consumer
• Extension of legacy provisioning/repair
– Existing server infrastructure re-use
– Sophisticated application provisioning with dependencies
resolution
– Software repair
• OTA capabilities easily available to applications
Key Industry Standards
• CE Linux Forum
• Java Community Process
• OSGi Alliance
– Mobile Experts Group
• Open Mobile Alliance
– WAP
– SyncML
– SyncML DM
– OMA CP
– OMA DRM
Software Platforms for Wireless Devices
• Modular framework for postponement
– Drives operator branded services and UI
• Encapsulates generic dynamic (OTA, tethered) and
security capabilities
• Allows to build end-to-end applications on top of
readily available infrastructure
• Pervasive, standards-based device management
– Enables superior customer care
• Signature user experience
• Encapsulates complexity of the underlying HW
• Reduced time to market
• Reduced COPQ
• Open standards-based
Software Platforms
• Drive cost, hardware portability,
and improved time to market by
using a standard operating system
interface (POSIX) and open
implementation (Linux)
• Drive reuse, security, and cycle
time by leveraging Java
• Combine Java and Linux for best of
both
Services
• Services packaged in modular units
– Separately life-cycle managed (stop, start, …)
– Separately provisioned, upgraded, and withdrawn
– Abstracts the complexity of the service
implementation from service consumers
• Services can be added, upgraded, and removed
dynamically
– The handset software is modular, extensible, and
postponeable
– Through a lookup mechanism, services can discover
each other, and applications can discover services:
• Services used by other services (SPIs)
• Services used by applications (APIs)
Carrier-specific Application Flows
camera
send to
blog
send
file
manager
(picture)
choose
address
create
message
message
type
create
message
file
manager
(picture)
add text
send as…
Operator1Operator2Operator3Operator4
Services Architecture provides flexibility to meet carrier-specific application requirements
Service-Based Approach
camera
format
for blog
send
file
manager
(picture)
choose
address
select
message
type
create
message
add text
Develop and test services, compose services into applications.
Enhancements and bug fixes are implemented once for all applications.
Application code is limited to unique flow and UI/navigation specifics
Operator 1 Operator 2 Operator 3 Vodafone
Why A Java Based Approach?
The core platform functionality
leverages the benefits of Java:
– Portability
– Integrity
– Security
– Large development community
– Familiar programming models
– Desktop development
environments
– Standards compliance
Java Is On Phones Today, But…
Java applications layer
on top and are isolated
Services and other
applications are native
and cannot be
downloaded
OS
“Modem”
Native services
Native applications
Native UI
Java
Java
apps
Java Native
“Modem”
OS
Open Framework
Services
• Abstracted modem interface
• Open Operating System
• Always-on JVM and application
framework
• Services in Java adapt framework to
cellular
• Java applications create signature user
experiences
Expanding the Role of Java
UI apps
Modular, downloadable, field-upgradeable platform
services and applications implemented in Java
What are the Implications of this Strategy?
• Software Component Model
– Packaging
– Provisioning and device management
• Service Model
– Set of available services is dynamic
– Varying degrees of trust between services
• Applications Model
– JTWI and extended CDC application models
– Common management of all applications
• User Interface
– Rich, Java-defined toolkit
– Common look and feel with integrated UI across all applications
– Flexibility to support signature extensions
What is Device Management?
• Device Management Framework is the underpinning of
the platform
• Provides a unified view on the data and makes OTA
capabilities easily available to applications
• Device management comprises:
– Content delivery
– Content patching
– Parameter tracking and configuration
• making accessible a comprehensive subset of device state
• Device Management covers dynamic capabilities of
platform from cradle to grave
• DMT: Common (among applications) data model
providing OTA capability
Device Management
content delivery parameter tracking/configurationOTA content patching
modem app code
radio
flex &
phase
user-visible
configuration
application
parameters
device
state
data
ringtones
mp3
UI elements
executable
MIDlets
apps &
services
native
libraries
operational
parameters
OMA provisioning
SIM toolkit
End-to-End Platform Services
PIM
Sync
End-to-End Services
Digital Rights
Management
Key Benefits of Device Management
Operator
Client-Server architecture enables
rapid response to features and
changing markets, consumer
tastes, and branding
• Decouples service and device
lifecycles
• Lower support cost
• Feature postponement
• Increased ARPU through rich
messaging, more games, powerful
new services
Consumers
Flexibility in choosing features and
applications at the time of purchase
and afterwards
• More compelling 3rd party
applications and games
• Premium application upgrades
available
• Updates to services for voice,
messages, pictures, music and
more
• UI personalization
Standards for Device Management
• Tracking and configuration of parameters
– SyncML DM (aka OMA DM, new upcoming protocol for
parameter configuration and manipulation of device
management tree)
– OMA CP (aka WAP Provisioning, older but still widely used
protocol)
– JUIX DM provides support for both protocols
• Provisioning of code
– MIDP provisioning
• Software/Firmware OTA Update
– Supported by newly introduced FOTA DM standard
– Requires SyncML/DM and OMA Download capable servers
Event
Bus
Config
Mngmnt
Server
DM
Server
OSS
Server
Tool
Tool
Tool
Repository
OSS
Server
OSS
Server
DMT
DMT API
PMF API
M
e
s
s
a
g
i
n
g
DM Engine
Data Plug-in
Data Plug-in
Data Plug-in
Data Plug-in
Data Plug-in
EXEC Plug-in
DM Services Architecture
DRM and Synchronization Standards
• DRM enables a content provider to attach rights to a
piece of content
• OMA DRM v1.0 (Adopted Fall 2002)
– supported by Motorola and other major handset vendors
– defines right set and packaging
• OMA DRM v2.0
– Stronger security (terminal keys, PKI infrastructure)
– Specification due out in mid 2004
• Synchronization
– SyncML DS
– AirSync
Linux OS
Content Security: DRM
platform
content file rights file
app
Security
• Fine-grained access control allows to employ a more
sophisticated security model based on degrees of trust
Mitigation:
• Secure Communication for client/ server interactions
• Java allows a fine grained access control on the device
• Extensive use of digital signatures to validate code and
content
• Platform security services
• Hardware support for Security
In addition to already known attacks, distributed
service based architecture must be able to face
traditional data network attacks
TCM
SecureBoot
Trusted Root
Public Key
Verifies then Executes Verifies then Executes
Operating
System
( Linux)
OS Developer’s
Public Key
JVM
+
platform
+
Services/Apps
Platform Developer’s
Public Key
Trusted Root
Public Key
OS Developer’s
Public Key
Platform Developer’s
Public Key
Security: Chains of Trust
Security: Multi-Layered Architecture
Conclusions
• The latest industry trends make service based
architectures highly attractive.
• Multiple technical advances have made service based
architectures not simply an advanced research topic but
a business reality.
• Advances in hardware, maturity of Java make possible
sophisticated client side frameworks.
• Donald Knuth: any CS problem can be resolved by
additional level of indirection. The platform is a solution
of this type.
• Maturity and acceptance of wireless standard protocols
allow development of sophisticated end-to-end services.
• We discussed advantages and challenges provided by
service and component based architectures.
• Opening up a device to data networks presumes a
considerably increased security on the device.
THANK YOU

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Enabling Technologies for Branded Wireless Services - Boris Klots, Motorola, Inc.

  • 1. Enabling Technologies for Branded Wireless Services Boris Klots & Vadim Draluk Motorola, Inc.
  • 2. Challenges of Handset Software • Increased demand for diverse functionality • Handsets have specific limitations (memory, space etc) • SW development cycle is long compared to marketing pressures • How do we reconcile these demands and limitations? • The process is similar to enterprise computing 12 years ago • Let us look at these factors in more detail
  • 3. Wireless Industry Trends • Operator emphasis on branding – Branded UI & services • Device Management – Decoupling of SW from life cycle of the device – Platform extension/upgrade – Software repair – Parameter tracking/configuration • Proprietary OS ⇒ Open OS – Rising prominence of Linux – Continued growth of Java (MIDP2, JTWI) – Significant and expanding role for 3rd parties
  • 4. Technology Requirements • Deep UI and service postponement • Richer services and applications to drive ARPU • Portability and scalability – Across radio technologies (GSM, CDMA, 3G) – Across tiers • Leverage industry technologies and trends • Standards alignment, not fragmentation
  • 5. Technology Requirements: Device Management • Device Management that decouples life cycle of the device from the lifecycle of the software – Time to market – Innovation – Branded services • Uniform Device Management that covers all stages of device lifecycle – factory, POS, customer care, consumer • Extension of legacy provisioning/repair – Existing server infrastructure re-use – Sophisticated application provisioning with dependencies resolution – Software repair • OTA capabilities easily available to applications
  • 6. Key Industry Standards • CE Linux Forum • Java Community Process • OSGi Alliance – Mobile Experts Group • Open Mobile Alliance – WAP – SyncML – SyncML DM – OMA CP – OMA DRM
  • 7. Software Platforms for Wireless Devices • Modular framework for postponement – Drives operator branded services and UI • Encapsulates generic dynamic (OTA, tethered) and security capabilities • Allows to build end-to-end applications on top of readily available infrastructure • Pervasive, standards-based device management – Enables superior customer care • Signature user experience • Encapsulates complexity of the underlying HW • Reduced time to market • Reduced COPQ • Open standards-based
  • 8. Software Platforms • Drive cost, hardware portability, and improved time to market by using a standard operating system interface (POSIX) and open implementation (Linux) • Drive reuse, security, and cycle time by leveraging Java • Combine Java and Linux for best of both
  • 9. Services • Services packaged in modular units – Separately life-cycle managed (stop, start, …) – Separately provisioned, upgraded, and withdrawn – Abstracts the complexity of the service implementation from service consumers • Services can be added, upgraded, and removed dynamically – The handset software is modular, extensible, and postponeable – Through a lookup mechanism, services can discover each other, and applications can discover services: • Services used by other services (SPIs) • Services used by applications (APIs)
  • 10. Carrier-specific Application Flows camera send to blog send file manager (picture) choose address create message message type create message file manager (picture) add text send as… Operator1Operator2Operator3Operator4 Services Architecture provides flexibility to meet carrier-specific application requirements
  • 11. Service-Based Approach camera format for blog send file manager (picture) choose address select message type create message add text Develop and test services, compose services into applications. Enhancements and bug fixes are implemented once for all applications. Application code is limited to unique flow and UI/navigation specifics Operator 1 Operator 2 Operator 3 Vodafone
  • 12. Why A Java Based Approach? The core platform functionality leverages the benefits of Java: – Portability – Integrity – Security – Large development community – Familiar programming models – Desktop development environments – Standards compliance
  • 13. Java Is On Phones Today, But… Java applications layer on top and are isolated Services and other applications are native and cannot be downloaded OS “Modem” Native services Native applications Native UI Java Java apps Java Native
  • 14. “Modem” OS Open Framework Services • Abstracted modem interface • Open Operating System • Always-on JVM and application framework • Services in Java adapt framework to cellular • Java applications create signature user experiences Expanding the Role of Java UI apps Modular, downloadable, field-upgradeable platform services and applications implemented in Java
  • 15. What are the Implications of this Strategy? • Software Component Model – Packaging – Provisioning and device management • Service Model – Set of available services is dynamic – Varying degrees of trust between services • Applications Model – JTWI and extended CDC application models – Common management of all applications • User Interface – Rich, Java-defined toolkit – Common look and feel with integrated UI across all applications – Flexibility to support signature extensions
  • 16. What is Device Management? • Device Management Framework is the underpinning of the platform • Provides a unified view on the data and makes OTA capabilities easily available to applications • Device management comprises: – Content delivery – Content patching – Parameter tracking and configuration • making accessible a comprehensive subset of device state • Device Management covers dynamic capabilities of platform from cradle to grave • DMT: Common (among applications) data model providing OTA capability
  • 17. Device Management content delivery parameter tracking/configurationOTA content patching modem app code radio flex & phase user-visible configuration application parameters device state data ringtones mp3 UI elements executable MIDlets apps & services native libraries operational parameters OMA provisioning SIM toolkit End-to-End Platform Services PIM Sync End-to-End Services Digital Rights Management
  • 18. Key Benefits of Device Management Operator Client-Server architecture enables rapid response to features and changing markets, consumer tastes, and branding • Decouples service and device lifecycles • Lower support cost • Feature postponement • Increased ARPU through rich messaging, more games, powerful new services Consumers Flexibility in choosing features and applications at the time of purchase and afterwards • More compelling 3rd party applications and games • Premium application upgrades available • Updates to services for voice, messages, pictures, music and more • UI personalization
  • 19. Standards for Device Management • Tracking and configuration of parameters – SyncML DM (aka OMA DM, new upcoming protocol for parameter configuration and manipulation of device management tree) – OMA CP (aka WAP Provisioning, older but still widely used protocol) – JUIX DM provides support for both protocols • Provisioning of code – MIDP provisioning • Software/Firmware OTA Update – Supported by newly introduced FOTA DM standard – Requires SyncML/DM and OMA Download capable servers
  • 20. Event Bus Config Mngmnt Server DM Server OSS Server Tool Tool Tool Repository OSS Server OSS Server DMT DMT API PMF API M e s s a g i n g DM Engine Data Plug-in Data Plug-in Data Plug-in Data Plug-in Data Plug-in EXEC Plug-in DM Services Architecture
  • 21. DRM and Synchronization Standards • DRM enables a content provider to attach rights to a piece of content • OMA DRM v1.0 (Adopted Fall 2002) – supported by Motorola and other major handset vendors – defines right set and packaging • OMA DRM v2.0 – Stronger security (terminal keys, PKI infrastructure) – Specification due out in mid 2004 • Synchronization – SyncML DS – AirSync
  • 22. Linux OS Content Security: DRM platform content file rights file app
  • 23. Security • Fine-grained access control allows to employ a more sophisticated security model based on degrees of trust Mitigation: • Secure Communication for client/ server interactions • Java allows a fine grained access control on the device • Extensive use of digital signatures to validate code and content • Platform security services • Hardware support for Security In addition to already known attacks, distributed service based architecture must be able to face traditional data network attacks
  • 24. TCM SecureBoot Trusted Root Public Key Verifies then Executes Verifies then Executes Operating System ( Linux) OS Developer’s Public Key JVM + platform + Services/Apps Platform Developer’s Public Key Trusted Root Public Key OS Developer’s Public Key Platform Developer’s Public Key Security: Chains of Trust
  • 26. Conclusions • The latest industry trends make service based architectures highly attractive. • Multiple technical advances have made service based architectures not simply an advanced research topic but a business reality. • Advances in hardware, maturity of Java make possible sophisticated client side frameworks. • Donald Knuth: any CS problem can be resolved by additional level of indirection. The platform is a solution of this type. • Maturity and acceptance of wireless standard protocols allow development of sophisticated end-to-end services. • We discussed advantages and challenges provided by service and component based architectures. • Opening up a device to data networks presumes a considerably increased security on the device.