Zero Touch IoT Provisioning via Secure Element and Signed Templates

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Solution Overview

Problem

Current methods for provisioning unattended IoT devices are costly, error-prone, and vulnerable to cloning and counterfeiting due to manual configuration and lack of secure, centralized management, especially for large-scale, geographically dispersed deployments.

Innovation Solution

A system for zero-touch provisioning using cryptographically signed device configuration templates, a secure element, and certificate chain protections, enabling remote management and autostart capabilities for IoT devices, which includes generating and validating device configurations, installing provisioning clients, and managing cryptographic artifacts securely.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If manual configuration and distribution of cryptographic artifacts is used for provisioning IoT devices, then device provisioning can be performed, but it becomes expensive, cumbersome, and prone to human errors during manual configuration

Engineering Contradiction:
Improveease of device provisioningVSAvoidtime and cost for manual configuration
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The patent applies preliminary action by pre-configuring cryptographic artifacts (certificates, keys) and device configurations during manufacturing before deployment. Devices are pre-provisioned with secure elements containing cryptographic credentials, enabling automated onboarding without manual field configuration. This resolves the contradiction by eliminating time-consuming manual operations while maintaining security.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent implements self-service through automated device provisioning where devices autonomously obtain configurations and cryptographic artifacts from centralized services. The device provisioning client automatically retrieves signed configuration templates, validates them against trusted certificates, and applies settings without human intervention. This eliminates manual configuration efforts and reduces provisioning time and costs.

Inventive Principle:
Principle #25Self-service

2Productivity

If cryptographic artifacts are distributed prior to establishing immutable device identity, then device provisioning can proceed, but the system becomes vulnerable to cloning and counterfeiting of devices

Engineering Contradiction:
Improvespeed of device provisioningVSAvoidsecurity against cloning and counterfeiting
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The patent applies preliminary action in reverse sequence: first establishing immutable device identity through secure elements containing cryptographic credentials during manufacturing, then distributing cryptographic artifacts and configurations that reference this pre-established identity. This ensures devices cannot be cloned or counterfeited because each device has a unique, tamper-proof identity before receiving any provisioning data.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent uses a device management service as an intermediary that mediates between device identity establishment and cryptographic artifact distribution. The service validates device identities against trusted certificate authorities, signs configuration templates with verified device identities, and ensures cryptographic artifacts are bound to specific authenticated devices. This intermediary layer prevents cloning by ensuring each device receives artifacts tied to its unique verified identity.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If centralized rendezvous service and redirect based on prior registration is used for device provisioning, then device enrollment can be managed, but it requires complex centralized coordination and prior registration steps

Engineering Contradiction:
Improvecontrol over device enrollmentVSAvoidcomplexity of provisioning workflow
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent applies preliminary action by pre-registering device identities and cryptographic credentials during manufacturing before deployment. Devices come pre-configured with secure elements containing certificates and keys, and device management services are pre-provisioned with device identity information. This eliminates the need for complex runtime registration and rendezvous coordination, simplifying the provisioning workflow while maintaining centralized control.

Inventive Principle:
Principle #10Preliminary action

4Ease of manufacture

If device configuration templates are not signed and encrypted, then distribution is simpler, but there are no protections against cloning and counterfeiting of devices

Engineering Contradiction:
Improvesimplicity of configuration distributionVSAvoidprotection against device counterfeiting
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The patent applies parameter changes by transforming configuration templates through cryptographic operations: signing with device-specific private keys to bind configurations to authenticated devices, and encrypting with public keys to ensure confidentiality. These parameter transformations (signing/encryption) are automatically applied during the provisioning process, maintaining simplicity of distribution while adding security. The signed and encrypted templates include device identity references that prevent cloning and counterfeiting.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS12132842B2System and method for zero touch provisioning of IoT devices
Publication Date: 2024.10.29 DIGICERT INC
  • US12132842B2 patent drawing
  • US12132842B2 patent drawing
  • US12132842B2 patent drawing

AI summary

An Internet of Things (IoT) device with zero touch provisioning includes one or more processing devices; a secure element; and memory storing software that, when executed in the one or more processing devices, cause the one or more processing devices to: install one or more clients on the IoT device for provisioning, enrollment, and updating, based on a device configuration; store an immutable device identity and a signing certificate in the secure element; and responsive to the IoT device being powered-on, cause the one or more clients and the secure element to perform the zero touch provisioning of the IoT device. The one or more clients on the IoT device for provisioning, enrollment, and updating operate with corresponding services with all communicating being encrypted, thereby protecting against cloning and counterfeiting of IoT devices.