Automated IoT Device Campaign Creation via Policy Templating

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Solution Overview

Problem

The management of network-connected devices in the Internet of Things (IoT) environments becomes increasingly challenging due to the scale of deployment, straining IT departments and automated solutions, as updating security patches and configuration settings across tens of thousands of devices is resource-intensive and inefficient.

Innovation Solution

An automated system is introduced that utilizes an IoT management service to create and enforce compliance policies, enabling the automated creation of new rules for updating firmware or software versions by copying and modifying existing rules, ensuring that IoT devices are updated to the latest versions through an IoT gateway and management console, facilitating centralized management and enforcement.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If manual administration methods are used for IoT devices, then IT departments can directly manage each device, but the resource strain increases significantly when managing tens of thousands of devices

Engineering Contradiction:
Improvedevice management capabilityVSAvoidIT department resources
Core Design Contradiction:
Ease of operationVSLoss of energy

Solution Approach 1:

The patent introduces automated device management systems and intermediary platforms that act as mediators between IT departments and tens of thousands of IoT devices. These systems handle device provisioning, configuration, monitoring, and updates automatically, eliminating the need for manual IT intervention on each device while maintaining centralized control and reducing resource strain.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent enables IoT devices to perform self-service operations including automatic enrollment in device campaigns, self-provisioning, automated configuration updates, and self-monitoring. Devices can autonomously receive and apply security patches and configuration changes without manual IT intervention, significantly reducing the resource burden on IT departments while maintaining ease of management.

Inventive Principle:
Principle #25Self-service

2Loss of energy

If automated solutions are deployed to manage large-scale IoT devices, then resource strain on IT departments is reduced, but the complexity of the management system increases

Engineering Contradiction:
ImproveIT department resourcesVSAvoidautomated management system complexity
Core Design Contradiction:
Loss of energyVSDevice complexity

Solution Approach 1:

The patent implements universal device campaign templates and standardized management protocols that can be applied across diverse IoT device types and enterprises. The automated management system uses multi-functional device campaigns that can handle provisioning, security updates, configuration management, and monitoring through unified workflows, reducing system complexity despite the large scale of devices being managed.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The patent employs parameter-driven device campaign configurations where management policies, update schedules, and device criteria are defined as adjustable parameters. This allows the automated system to adapt to different enterprise requirements and device types by changing parameters rather than redesigning the entire management architecture, thereby managing complexity through configurability.

Inventive Principle:
Principle #35Parameter changes

3Reliability

If device campaigns are created manually for each firmware or software update, then precise control over update rules is achieved, but the time and resources required for creation increase

Engineering Contradiction:
Improveupdate rule accuracyVSAvoidrule creation time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent implements automated copying and templating of device campaign configurations. When creating update rules for new firmware or software versions, the system automatically copies existing validated device campaign templates and modifies them with updated parameters (such as new version identifiers and target device criteria). This ensures consistency and accuracy of update rules while dramatically reducing the time required compared to manual creation from scratch.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The patent uses pre-configured device campaign templates that contain predetermined update rules, criteria, and workflows for common scenarios. These templates are prepared in advance with best practices and validated logic, allowing rapid deployment of accurate update rules when new firmware or software updates are released, eliminating the need for time-consuming manual rule creation while maintaining reliability.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS11593092B2Automatic creation of device campaigns
Publication Date: 2023.02.28 OMNISSA LLC
  • US11593092B2 patent drawing
  • US11593092B2 patent drawing
  • US11593092B2 patent drawing

AI summary

Disclosed are various embodiments for automatically creating device campaigns. A computing device first determines that a second version of a software package assigned to an existing device campaign has been uploaded to a data store. The existing device campaign can include an existing compliance policy applicable to individual IoT endpoints assigned to the existing device campaign. The compliance policy may specify that a first version of the software package be installed on the individual IoT endpoints. In response, to the change, the computing device can create a new device campaign that includes a new compliance policy applicable to the individual IoT endpoints assigned to the new device campaign. The new compliance policy may specify that the second version of the software package be assigned to the individual IoT endpoints.