SIP Device Automatic Configuration via Bootstrap Discovery

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Solution Overview

Problem

Existing SIP configuration methods, such as those described in Petrie, are inadequate for small business and home environments, as they assume pre-configured network infrastructure and relationships between network providers, device manufacturers, and service providers, which are often not present, and do not allow for automatic configuration of SIP devices without trained personnel or pre-existing relationships.

Innovation Solution

A system architecture that enables dynamic configuration of SIP end-points on unprepared local networks by using a bootstrap program on devices to automatically discover and connect to configuration servers, allowing devices to be configured without prior network setup or relationships between service and device providers, using DHCP, STUN, and DNS for address resolution and interaction with configuration management servers.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If pre-configured network infrastructure and relationships between providers are assumed (as in Petrie), then configuration can be completed with trained personnel, but the system cannot be deployed in home or small business environments without specialized knowledge

Engineering Contradiction:
Improveconfiguration completionVSAvoiddeployment environment
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The system enables self-service configuration through automated discovery mechanisms. The SIP device automatically discovers configuration servers using DHCP option 43, DNS SRV records, or hard-coded identifiers without requiring manual configuration by trained personnel. This eliminates the need for specialized knowledge while maintaining reliable configuration completion.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

Configuration server locations and identifiers are pre-configured into the SIP device during manufacturing. This preliminary action ensures that when the device is deployed in any environment (home, small business, or enterprise), it already possesses the necessary configuration server identifiers to initiate automatic configuration without requiring local network preparation or trained personnel.

Inventive Principle:
Principle #10Preliminary action

2Extent of automation

If local DHCP and DNS servers are configured to provide configuration information, then device configuration can be automated, but trained personnel are required to update these servers which do not exist in home or small office markets

Engineering Contradiction:
Improvedevice configurationVSAvoidnetwork infrastructure
Core Design Contradiction:
Extent of automationVSDevice complexity

Solution Approach 1:

The SIP device performs self-service by automatically obtaining configuration server locations through multiple discovery mechanisms (DHCP option 43, DNS SRV records, hard-coded identifiers) without requiring manual intervention or specialized network infrastructure. The device autonomously completes configuration tasks that would otherwise require trained personnel to manage DHCP and DNS servers.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The configuration system is designed to work across diverse network environments (home, small business, enterprise) by supporting multiple discovery mechanisms. Rather than requiring a single complex infrastructure with trained personnel managing DHCP and DNS servers, the system can operate with any combination of these discovery methods, making it universally applicable without specialized network infrastructure.

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

3Extent of automation

If device profiles are located using local network domain via DHCP, then configuration can be obtained automatically, but this assumes a pre-existing relationship between local network administrator and the entity managing the device profile server

Engineering Contradiction:
Improveprofile locationVSAvoidprovider relationships
Core Design Contradiction:
Extent of automationVSAdaptability or versatility

Solution Approach 1:

The configuration discovery process is segmented into multiple independent paths: DHCP option 43, DNS SRV records, and hard-coded identifiers. This segmentation allows the system to function in environments with any combination of these mechanisms available, eliminating the need for pre-existing relationships between network administrators and profile server managers. Each discovery path is independent and can operate without coordination between providers.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The invention introduces configuration server identifiers (hard-coded into the device) and standardized protocols (DHCP option 43, DNS SRV records) as intermediaries between the SIP device and configuration servers. These intermediaries enable automatic profile location without requiring direct relationships or coordination between local network administrators and remote profile server managers, allowing deployment in environments with no pre-existing provider relationships.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS8819188B2Configuration of IP telephony and other systems
Publication Date: 2014.08.26 RINGCENTRAL INC
  • US8819188B2 patent drawing
  • US8819188B2 patent drawing
  • US8819188B2 patent drawing

AI summary

A method for configuring a network device includes connecting the device to a LAN that is connected to a WAN and detecting that the device has not been configured. Accessing within the device a pre-defined address of a configuration server located on the WAN and sending a configuration request for a service to the configuration server. The request includes a network identifier locating the device on the LAN. Receiving the request at the configuration server and preparing a configuration profile for the device. The configuration profile includes i) a service address for the device, and ii) a wide area network address for a service provider that will provide the service. The method also includes sending the profile to the device from the configuration server, and activating the profile in the device such that the device is configured to access the service via the service provider.