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WP1	- T2.1
LEADER:	 ETH
INVOLVED	PARTNERS:	 CN,	RULEMOTION,	 TUGRAZ,	
LIBELIUM
AGILE	ATHENS	MEETING,	14-15	April	2016,	ATHENS	GR
Task	Summary
T2.1	- Automatic	configuration	based	on	hardware	modules
Duration:	M0-M6
Objectives:
◦ implement	the	mechanisms	that	will	allow	the	AGILE	gateway	to	be	auto-
configured	based	on	the	hardware	modules	activated	by	the	user;
◦ collect	requirements	for	the	recommender	based	on	the	hardware	modules	to	be	
supported.
Status:
◦ concepts	definition,	 architecture	and	functionalities:	almost	finished;
◦ requirements	and	knowledge	identification:	next	step;
◦ D2.1	deliverable	preparation:	next	step.
Deadlines:
◦ M9	- D2.1	Core	requirements	specification	and	IoT protocol	integration	-
Rulemotion - Report	-Public
AGILE	KICK-OFF	MEETING,	12-14	January	2016,	Trento	IT
Automatic	configuration	and	
recommender	roles
Two main	roles:
◦ manage	HW	modularity;
◦ contribute	managing	gateway	deployment.
Manage	HW	modularity:	depending	on	the	HW	modules	connected	to	the	
gateway	automatically	configure	the	drivers;	select	and	configure	the	
corresponding	AGILE	modules.
Manage	gateway	deployment:	the	gateway	can	be	deployed	in	different	
contexts,	both	in	terms	of	environment	and	vertical	application.	The	
gateway	provide	to	the	recommender	information	about	the	deployment	
context,	the	recommender	select	a	configuration/s	depending	on	the	
context	and	send	it/them	to	the	autoconfigthat	in	turns	applies	the	
configuration.
What	is	the	relation between	the	autoconfig and	the	recommender?
◦ The	recommender	suggests	a	set	of	solutions	to	a	configuration	issue.
◦ The	autoconfig selects	one	of	the	suggested	solutions	and	applies	it.
Roles	of	the	recommender
Role	of	the	recommender:
◦ recommends	applications	and	workflows;
◦ recommends	configurations;
◦ recommends	peripherals	(to	be	discussed).
Application:
◦ depending	on	the	HW	modules	selects/suggests	 the	AGILE	Sw modules	to	be	
downloaded,	installed	and	started;
◦ depending	on	the	specific	context	selects/suggests	 the	AGILE	Sw modules	to	
be	downloaded,	installed	and	started.
◦ depending	on	the	GW	profile	and	Workflow	items,	suggest	a	Workflow	or	
Node	to	developer.
Workflows:	TDB
Roles	of	the	recommender	(2)
Configuration:
◦ depending	on	the	HW	modules	selects/suggests	 the	best	configuration	to	be	
adopted	for	drivers	and	SW	modules;
◦ depending	on	the	specific	context	selects/suggests	 the	best	configuration	to	
be	adopted		for	drivers	and	Sw modules.
Recommender	works	after	the	boot	phase,	in	user	space.
Roles	of	the	auto	configuration
Auto-configuration	support:
◦ at	boot	time;
◦ at	run	time.
At	boot:	
◦ for	device	drivers	it	is	already	provided	by	the	OS;
◦ at	the	end	of	the	boot	process,	after	entering	the	user	space,	the	AGILE	SW	
Modules	are	automatically	configured	by	autoconfig.	(this	is	done	by	
Configurator)
At	runtime:	configures	drivers	and	AGILE	Modules.
◦ Rpi Shields	currently	doesn’t	support	hot	plug/swap.	It	is	possible	to	support	it	
with	specific	hardware	modification	of	the	Shield	(based	on	a	buffer	to	manage	
the	signals	during	hot	plug/swap),	passing	UART,	I2C,	etc.	through	the	shield	and	
monitoring	 with	a	daemon	a	specific	I/O	line;
◦ always	supported	by	peripherals	based	on	enumerable	interfaces	(USB,	
Bluetooth,	etc..).
◦ Except	for	USB,	the	industrial	gateway	doesn’t	need	hot	swap	peripherals,	
therefore	it	doesn’t	need	auto-configuration	at	runtime.
Drivers	and	AGILE	modules	
management
We	refer	to	a	model	where	any	HW	module	is	managed	by	a	subsystem	
logically	composed	by	two	components:
◦ a	device	driver	(OS-Kernel	level);
◦ a	specific	application	(application	level,	user	space,	an	AGILE	module).
Two	classes	of	peripherals:
◦ standard	HW	modules	(hot	plug	not	supported);
◦ HW	modules	based	on	enumerable	interfaces	(hot	plug	supported).
The	recommender	manages	three	different	situations:
◦ peripheral	type	1	->	1	driver	->	1	AGILE	Module;
◦ peripheral	type	2	->	1	driver	->	1	AGILE	Module;
◦ peripheral	type	2	->	1	driver	->	n	AGILE	Module.
Drivers	and	AGILE	modules	
management	(2)
AGILE	Platform
Operating	System
HW	Module	Categories	 HW	modules	 based	on	“enumerable”	interfaces
Hot	plug/hot	swap
AGILE	
Module
AGILE	
Module
AGILE	
Module
AGILE	
Module
AGILE	
Module
Device	
driver
Device	
driver
Device	
driver
Standard	HW	Modules
SATA	
drive
r
Storage
Module
WIFI	
drive
r
Networking
Module
ComExpress,	 PCI,	etc.. USB,	Bluetooth,	Zigbee,	SATA(with	backplane),	 etc..
Zigbe
edriv
er
WSN	 temp	
module
WSN	 optic	
meas.	
module
WSN	
pressure	
module
E.g.	interfaces/peripherals
WSN	
coordinator
module
1 2 3
Drivers	and	AGILE	modules	
management	(3)
Case	1:
◦ The	HW	module	must	be	connected	before	boot,	hot	plug	not	supported.
◦ The	HW	module	is	supported	by	a	specific	driver	available	locally;	the	kernel	
load	the	driver	automatically	with	default	configuration.
◦ Only	an	AGILE	Module	corresponds	to	the	required	driver.	If	not	available	
locally,	the	recommender	simply	identify	it	and	communicate	it	to	gateway.
Case	2:
◦ When	the	HW	module	is	connected	to	the	gateway	the	kernel	manages	it	
with	the	driver	already	loaded	(e.g.	USB).
◦ Only	an	AGILE	Module	corresponds	to	the	required	driver.	If	not	available	
locally,	the	recommender	simply	identify	it	and	communicate	it	to	gateway.
◦ If	not	available	locally	the	gateway	downloads	the	module.	The	module	is	
started	with	default	configuration.
Drivers	and	AGILE	modules	
management	(4)
Case	3:
◦ When	the	HW	module	is	connected	to	the	gateway	the	kernel	manages	it	with	
the	driver	already	loaded	(e.g.	Zigbee via	USB).
◦ Depending	on	the	HW	module	a	set	of	AGILE	modules	are	available.	The	
recommender	identify	the	most	suitable	set	of	AGILE	modules	and	inform	the	
gateway	(e.g.	a	Zigbee coordinator	and	a	Zigbee application).
◦ If	not	available	locally	the	gateway	downloads	the	modules	suggested.	The	
modules	are	started	with	default	configuration.
Case	1,2,	3):	
◦ depending	on	the	deployment	context	and	the	application,	the	recommender	
might	suggest	a	configuration	for	the	driver	(autoconfig)	and	for	the	AGILE	
Module.	These	configuration	are	applied	at	end	of	the	boot	phase	(for	drivers)	
and	when	the	AGILE	modules	are	running.
◦ At	runtime,	if	the	context	changes,	the	recommender	can	suggest	new	
configurations	of	drivers	or	AGILE	modules.
◦ At	runtime,	if	the	context	changes,	the	recommender	can	suggest	new	AGILE	
modules	to	be	downloaded	and	started	(do	we	support	this?).
Autoconfig/recommender	SW	
characterization
How	the	autoconfig/recommender	can	be	characterized	from	a	
software	point	of	view?
The	automatic	configuration:
◦ handled	both	by	OS	and	Configurator
◦ locates	at	operating	system	level.	
◦ It	could	be	implemented	as	a	OS	daemon.
It	runs	on	the	gateway.
◦ The	recommender:
◦ locates	at	application	level.
◦ It	runs	on	the	gateway	and	it	is	an	AGILE	module.
◦ Could	it	be	a	server	application	running	remotely?	On	the	cloud?
Autoconfig/recommender	SW	
characterization	(2)
Recommender:
◦ content	based	and	collaborative	algorithms	can	be	applied	depending	on	the	
use	cases	and	knowledgebase.
Configurator:
◦ the	basic	version	can	be	based	on	a	rule	engine	or	Constraint	Solver;
◦ depending	on	the	use	cases:
◦ we	can	adopt	the	basic	version;
◦ we	can	extend	the	basic	version	with	a	more	autonomous	solution	based	on	learning,	semantic,	
AI,	…	technologies.
Abstraction	levels
HARDWARE
FIRMWARE
OS
APPLICATION
JAVA	VM
OSGi	Framework
Kura	Framework
Kura	Application
APP	Container APP	Container
…
Application Application
Kernel
HOT	SWAP	PERIPHERALS
PLUG	&	PLAY	PERIPHERALS	
(e.g.	USB)
Drivers
Libraries AUTOCONFIG
RECOMMENDER
Gateway	offline
AGILE	Gateway
Conf.s	&	
Modules
Repository
Recommender
Autoconfig
Gateway	connected	to	a	LAN	(1)
AGILE	Gateway
AGILE	Gateway
AGILE	Gateway
AGILE	Gateway
Gateway	connected	to	a	LAN	(2)
Conf.s	 &	
Modules
Repository
LAN LAN
Gateway	connected	to	a	LAN	(3)
AGILE	Gateway
AGILE	Gateway
AGILE	Gateway
Conf.s	 &	
Modules
Repository
Recom
mender
LAN
AGILE	Gateway
AGILE	Gateway
AGILE	Gateway
AGILE	Gateway
Recommender	usage	
scenarios
Gateway	online	(1)
InternetAGILE	Gateway
AGILE	Gateway
AGILE	Gateway
Gateway	online	(2)
InternetAGILE	Gateway
AGILE	Gateway
Conf.s	 &	
Modules
Repository
Gateway	online	(3)
Internet
AGILE	Gateway
AGILE	Gateway
Conf.s	 &	
Modules
Repository
Recom
mender
Recommender	usage	
scenarios	(2)
Topology	of	the	solution	decided	after	use	case	description	is	available
◦ 1st	version	based	on	cloud	recommender
◦ “Autonomous”	version	(autoconfig,	recommender	&	knowledge	base	on	the	
gateway)	is	mandatory
◦ The	best	solution	is	probably:	Gateway	online	(1)	+	gateway	online	(3):
◦ it	covers	both	offline	and	online	situations;
◦ it	is	scalable	and	flexible;
◦ it	covers	many	potential	requirements	of	use	cases.
Recommender	usage	
scenarios	(3)
When	the	gateway	is	offline,	it	should	be	as	much	autonomous	as	possible:
◦ the	recommender	runs	on	the	gateway;
◦ a	repository	of	configurations	and	modules	is	installed	on	the	gateway.
When	the	gateway	is	connected	to	a	LAN:
◦ it	could	be	used	as	in	an	offline	situation;
◦ alternatives:
◦ the	recommender	is	a	software	running	on	a	server	on	the	LAN,	or	in	a	local	private	cloud;
◦ a	single	repository	could	be	available	on	the	LAN.
When	the	gateway	is	connected	to	the	internet:
◦ it	could	be	used	as	in	an	offline	situation;
◦ alternatives:
◦ the	recommender	is	a	software	running	on	the	internet,	or	on	the	cloud;
◦ configurations	and	modules	are	stored	in	one	or	more	remote	repositories.
Recommender	usage	
scenarios	(4)
Scenarios	that	justify	a	high	level	of	autonomy	for	the	gateway:
◦ In	a	transportation	application,	with	different	connectivity	options	(3G,	
HSDPA,	Wifi hot	spots,	etc..)	the	gateway	should	select	autonomously,	
depending	on	the	geographical	position	and	available	connectivity,	the	best	
communication	channel	(in	terms	of	price,	connection	,	etc.)
◦ On	a	cruise	liner	a	set	of	gateways	is	connected	to	the	ship	LAN.	The	ship	
sometimes	is	connected	to	the	internet	sometimes	not.	The	gateways	could	
be	fully	autonomously	or	could	rely	on	a	shared	local	repository	and	a	shared	
recommender	that,	in	turns,	could	run	on	a	local	cloud.
◦ …
Architecture	for	Offline	
Recommender	Engine
Architecture	for	Offline	
Configurator	Engine
Autoconfig/Recommender	
footprint
Considering	the	hardware	resources	available	on	the	two	versions	of	the	
gateway,	there	could	be	potential	issues	related	to	the	footprint	of	the	
autoconfig/recommender:
◦ the	industrial	gateway	provides	a	Intel	Atom	class	cpu,	at	least	1Gb	of	RAM	
and	at	least	16	Gb	of	storage.
◦ The	limitation	and	constraints	of	the	Rpi have	to	be	evaluated.
◦ According	to	the	use	cases(when	and	what	to	recommend/configure	
according	to	what)	and	knowledge	bases(size,	how	to	update,	owner,	
location),	Configurator	and	Recommender	Engines	location	and	working	
principles	can	be	decided.
Gateway	profile
The	profile	contains:
◦ Installed	Apps	(Snappy	applications)
◦ Installed	and	Developed	Workflows	and	Nodes
◦ Plugged	devices	(sensors	and	comm.	devices)
◦ Context	information	(gw use	case:	cruise,	field,	etc.)
The	profile	is	stored:
◦ locally	in	the	gateway;
◦ the	gateway	shares/publishes	 its	profile	with	AGILE	server	to	be	used	for	
recommendations	for	other	Gateways;	(user	consent	can	be	asked)
◦ distributed/remote	storage	of	profiles.
Requirements	&	Knowledge	
base
Requirements	and	knowledge	base	will	defined	in	collaboration	with	
WP8:
◦ T2.1	manages	knowledge	base	and	has	the	overall	view	of	the	requirements	
and	knowledge	base	definition:
◦ specifies	horizontal	technical,	architectural	and	functional	requirements;
◦ explains	how	knowledge	base	must	be	described	and	provide	an	example;
◦ overviews	the	knowledge	base	“creation”.
WP8	Use	case	owners	have	to	define:
◦ identifies	autoconfig &	recommender	requirements	for	specific	use	cases;
◦ the	knowledge	base	for	specific	use	cases	(HW,	SW,	Context).
WP1&WP2	contribute	creating	the	knowledge	related	to	the	gateway	
HW	and	OS	(horizontal	aspects).
Deadlines	&	versions	planning
M6:	D2.1	“description	of	mechanisms	developed/integrated	that	will	
enable	the	automatic	configuration	of	the	gateway	based	on	the	
hardware	modules	attached	every	time”
M9:	D2.2	“initial	version	of	the	mechanisms	integrated	and	developed	
for	the	self-cofinguration of	the	gateway”
M12:	1st	autoconfig/recommender	scenario,	recommender	is	outside	
the	gateway	or	on	a	simulated	gateway
M18:	D2.3	“Final	version	of	Gateway	Self-configuration”
M24:	(AGILE	Full	SW	stack)	sophisticated	solution	for	recommender	and	
autoconfig
M30:	version	integrated	with	use	case/s
Details	on	the	recommender	and	
configurator…
Knowledge	Bases
Proposal
In	Phase-1,		all	knowledge	bases	are	located	on	server.	Recommender	
and	Configurator	are	also	executed	on	server	side.	APIs	of	those	
knowledge	bases	should	be	specified	by	the	data	owners.	
Recommender on	Gateway,	operates on	imported apps and
Workflows.	If profiles of other users are included,	recommendation
should be remote.
In	Phase-2,	some	of	the	knowledge	bases	can	be	located	locally	on	
the	gateway.	Some	functionalities	of	Recommender	and	Configurator	
can	be	also	executed	on	the	gateway	locally.	This	Phase	provides	an	
OFFLINE	functionality	of	Recommender	and	Configurator.	(Cruise	
Gateways	may	require	such	offline	usages)
Recommender	Role	-1
Recommend	Apps	(snaps)
Uses	App	knowledgebase,	other	Gw Profiles	and	own	Gw Profile
Case:	When	a	IoT user	want	to	see	recommended	apps	on	the	AGILE	
Management	Interface,	Recommender	should	use	the	Gw profile	(which	
sensors	are	plugged?	,etc.),	other	people	Gw profiles	(which	apps	are	
installed	on	similarly	configured	Gws?	,etc.)	to	suggest	some	apps	to	
install.
Case:	When	a	new	device	plugged,	Recommender	can	recommend	a	
related	application	to	the	user	via	Management	Interface.
Knowledge	Base	for	R.Role-1
Recommender	Role	-2	
Recommend	Workflows
Uses	GW	profile	and	workflow	knowledge	base
Case:		When	on	AGILE	Development	Interface	a	developer	is	developing	
a	new	workflow	using	Temperature	Sensor,	developer	may	want	to	see	
the	recommended	nodes	and	flows.	In	that	case,	current	GW	Profile	
(what	are	the	other	plugged	devices?,	etc.)	and	workflow	knowledge	
base	(what	are	possible	nodes	and	flows	that	use	Temperature	Sensor	
and	maybe	also	other	plugged	devices	together)	will	be	used	by	the	
Recommender	to	suggest	a	Node	or	Flow	to	the	developer.
Case:	When	a	developer	is	developing	a	workflow	using	Sensor1,	
recommender	can	recommend	to	plug	and	use	Sensor2	that	is	widely	
used	with	Sensor1	by	other	similar	workflows.
Knowledge	Base	for	R.Role-2
Recommender	Role	-3
Recommend	Configurations
Uses	other	AGILE	GW	profiles
Case:	When	a	wifi module	is	plugged,	there	may	be	also	zigbee and	BLE	
modules	plugged	before.	For	some	apps,	all	3	options	can	be	possible.	
For	best	configuration,	Configurator	may	ask	Recommender	to	select	an	
appropriate	one	according	to	other	GW	configurations.
Knowledge	Bases	for	R.Role-3
Configurator	Role	-1
Configure	Drivers
Configurator	comes	into	play	when	kernel	fails	to	configure	a	driver	of	a	
plugged	device.	OS	requests	for	an	appropriate	driver	for	the	new	device	
from	the	Configurator.
Uses	the	Features of	Drivers	and	Gateway	Profile
◦ Driver1	supports	temperature	sensors
◦ Gateway	has	Driver2.
Uses	the	Constraints of	Drivers
◦ Driver1	is	not	compatible	with	Driver2.
Uses	the	Domains
◦ Drivers	can	be	in	states	(Loaded,	NotLoaded,	Installed,	NotInstalled).
When	more	than	one	solutions	is	found	by	Configurator,	to	be	able	to	select	
best	solution	Recommender	is	triggered.	Recommender	returns	best	
solution	back	to	Configurator.
Knowledge	Bases	for	C.	Role-1
Configurator	Role	-2
Configure	Apps
Uses	the	Features of	Apps	and	Devices	(features	of	the	installed	apps,	which	sensors	or	devices	are	compatible	
or	incompatible)
◦ App1	can	use	Wifi,	Zigbeeor	BLE.
◦ App1	has	Temperature	Measuring	Feature.
◦ App1	has	Pressure	Measuring	Feature.
◦ App2	can	only	use	Wifi.
◦ Zigbee can	not	work	if	Wifi is	in	use.
◦ BLE	can	work	together	with	Zigbee and	Wifi.
◦ Temperature	Sensor	1	does	not	work	if	Temperature	Sensor2	is	in	use.
Uses	the	Constraints of	Gateway	(which	action	should	be	taken	in	which	mode)
◦ When	Normal	Mode	is	enabled,	then	enable	Wifi on	apps.
◦ When	Energy	Saving	Mode	is	enabled,	then	enable	BLE	on	apps	and	disable	other	communication	protocols.
◦ When	Security	Restriction	Mode	is	enabled	on	the	gateway,	disable	all		connections	on	the	installed	apps.
◦ When	Wifi hardware	module	is	plugged,	then	enable	the	communication	protocol	as	Wifion	installed	apps	and	disable	current	
protocol.
◦ When	Temperature	Sensor	is	plugged,	then	enable	the	Temperature	Feature	of	related	apps.
◦ When	Wifi is	unplugged,	then	enable	Zigbee or	BLE	on	related	apps.
Uses	the	Domains
◦ A	feature	of	an	app	can	be	(Disabled	,	Enabled).
◦ A	hardware	module	can	be	(Plugged	,	Unplugged).
◦ Gateway	can	be	in	a	(Normal,	Energy	Saving,	Security	Restricted)	mode.
Knowledge	Bases	C.	Role-2
Gateway	Profiles
AGILE	Gateway	profiles	can	be	shared	with	a	centralized	server	to	be	used	
by	Recommender.	
Profiles	should	be	classified	according	to	their	similarities	on	the	server.
There	should	be	a	Recommendation	Algorithm	running	on	the	server	to	be	
able	to	use	these	profiles	and	recommend	solutions	to	the	Gateways.
A	profile	contains:
◦ Installed	Apps	(Snappy	applications)
◦ Installed	and	Developed	Workflows	and	Nodes
◦ Plugged	devices	(sensors	and	comm.	devices)
◦ Context	information	(gw use	case:	cruise,	field,	etc.)
A	profile	is	stored:
◦ locally	on	the	gateway;
◦ the	gateway	shares/publishes	its	profile	with	AGILE	server	to	be	used	for	
recommendations	for	other	Gateways;	(user	consent	can	be	asked)
◦ distributed/remote	storage	of	profiles.
Open	Question-1
Collection	Gateway	Profiles	on	Server
Can	we	collect	Gw Profiles	on	a	server?
Gw Profiles	on	server	should	be	classified	according	to	similarities.	An	
algorithm	should	be	run	on	server.	 Will	there	a	server	available?
Should	we	ask	consent	of	user	to	share	own	Gw Profile	with	server	as	
anonymous?	
If	user	does	not	allow	to	share	Gw Profile	with	server,	 should	we	still	
support	that	user	with	recommendations	using	other	Gw Profiles	or	
not?
Open	Question-2
Workflow	Knowledgebase
Where	will	it	be	located?
How	to	access	it?
What	kind	of	features	 are	stored?
When	can	we	have	a	sample	knowledgebase?
Who	is	responsible	with	developing	this	knowledgebase?
Open	Question-3
Snap	Knowledgebase
Where	will	it	be	located?
How	to	access	it?
What	kind	of	features	 are	stored?
When	can	we	have	a	sample	knowledgebase?
Who	is	responsible	with	developing	this	knowledgebase?
Open	Question-4
Driver	Constraints	and	Features
Where	will	it	be	located?
How	to	access	it?
What	kind	of	features	 are	stored?
When	can	we	have	a	sample	data?
Who	is	responsible	with	developing	this	data?
Open	Question-5
Apps	Constraints	and	Features
Where	will	it	be	located?
How	to	access	it?
What	kind	of	features	 are	stored?
When	can	we	have	a	sample	data?
Who	is	responsible	with	developing	this	data?
Open	Question-6
Configuring	Apps
How	to	configure	an	app?	An	app	should	be	configurable	by	Agile	SW.	
This	means	an	app	should	provide	an	API	for	Agile	SW	to	configure	it.
◦ Suggestion:	This	can	be	done	by	adding	a	Configuration	Engine	Node,	during	
a	workflow	development.
What	kind	of	info	can	be	requested	from	app	developer	 in	Configuration	
Node?	
◦ Suggestion:	Optional	devices	to	use.	(one	of	given	the	communication	
devices	can	be	used	according	to	the	availability	on	the	Gw and	user	
preferences:	Wifi,	zigbee or	BLE.
Contact	info
T2.1	Leader	Eurotech
Paolo	Azzoni
paolo.azzoni@eurotech.com
TU	GRAZ
Institute	of	Software	Technology	
Prof.	Alexander	Felfernig:	alexander.felfernig@ist.tugraz.at
Arda Akcay:	aakcay@ist.tugraz.at
Seda	Polat	Erdeniz:	spolater@ist.tugraz.at
Thanks	for	the	attention.
That’s	all	folks.

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