IoT Device Onboarding via Hardware Token Whitelisting

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Solution Overview

Problem

Enrolling connected devices into a management system is difficult and time-consuming, especially for devices without user interfaces, and poses security risks due to the need for similar usernames and passwords, and the potential for insecure remote access.

Innovation Solution

A method involving loading a management agent onto devices, receiving inventory information, and using a whitelist mechanism for secure onboarding, where devices can be authorized and managed without requiring unique configurations or enabling SSH ports, using hardware tokens for authentication and allowing whitelisting from any location.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If traditional enrollment process is used for connected devices, then administrator can manage devices, but enrollment becomes difficult and time-consuming for devices without user interfaces

Engineering Contradiction:
Improveenrollment processVSAvoidenrollment time
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The connected device performs self-enrollment by automatically sending a enrollment request to the management server upon booting, eliminating the need for manual administrator intervention. The device uses its hardware identifier for automatic identification and enrollment, transforming a manual process into an automated self-service operation.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The device is pre-configured with a hardware identifier during manufacturing. This preliminary action ensures that when the device is deployed and boots up, it can immediately initiate the enrollment process without requiring any preliminary manual setup or configuration by the administrator.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If administrator creates unique names and passwords for each device, then security is improved, but enrollment complexity and time increase

Engineering Contradiction:
ImprovesecurityVSAvoidenrollment configuration
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

Instead of administrators manually creating credentials, the system uses the device's inherent hardware identifier as its authentication credential. The device automatically presents this identifier during enrollment, and the management server uses it to authenticate and enroll the device, eliminating manual credential creation entirely.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The hardware identifier serves as a unique copy of the device's physical identity that can be electronically transmitted and used for authentication. This replaces the need for manually created usernames and passwords with an automated identification process based on the device's inherent hardware characteristics.

Inventive Principle:
Principle #26Copying

3Ease of operation

If SSH port is enabled for remote access, then administrator can access device remotely, but device becomes vulnerable to connections from any source

Engineering Contradiction:
Improveremote accessVSAvoidsecurity vulnerability
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The management server acts as an intermediary between the administrator and the connected device. Instead of allowing direct SSH access to the device, all management operations are routed through the server, which authenticates requests and manages the connection, eliminating direct exposure of the device to external access attempts.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The SSH capability is extracted from the connected device and relocated to the management server. The device no longer needs to have SSH enabled for remote access, as all remote management operations are performed through the server's interface, removing the security vulnerability from the device itself.

Inventive Principle:
Principle #2Taking out (Extraction)

Data Source

PatentUS11711366B2Scalable onboarding for internet-connected devices
Publication Date: 2023.07.25 OMNISSA LLC
  • US11711366B2 patent drawing
  • US11711366B2 patent drawing
  • US11711366B2 patent drawing

AI summary

Examples described herein include systems and methods for onboarding a device into a management system. An example method can include loading a management agent onto the device and receiving inventory information for the device. The example method can further include receiving a request to whitelist the device. In some examples, the request originates from a different device, such as a device used by a technician installing the connected device. The management server can authorize the device and add it to the whitelist. After authorizing the device, the management server can onboard the device by sending management information to the management agent on the device. The management server can then exercise management control of the device through the management agent installed on the device.