On Wed, 2009-09-09 at 22:29 -0400, Paul Mossman wrote:

> XX-6490 is only a Polycom-specific prototype, but I've been asked to
> start a discussion on the user experience of the end feature.  
> 
> Below is a consolidation of some thoughts that have been circulating.
> 
> 
> The main goal is to be able to provision a phone without manually
> entering its MAC address in sipXconfig.
> 
> Consider a new phone that has just been taken out of the box.  It has no
> configuration, and sipXconfig is not aware of its MAC address.  When
> connected to the network, the phone used DHCP Option 66 to learn the
> address of the sipXconfig phone profile server.  (Or it could be
> manually programmed with the address, if DHCP Option 66 is not
> available.)
> 
> >From there the phone should be able to acquire configuration for
> registering to some "provisioning" AOR.  sipXecs should then be able to
> learn of the phone, including its MAC address.

How do you think you can get its MAC address?  Don't assume that the
phone is on the same subnet - it might not be, and if not then the only
MAC address that will be in the arp cache is that of the next-hop
router.  An auto-provisioning feature is most useful specifically in
larger enterprises where multiple subnets are more likely.

> Options for provisioning this phone:
> 
> 1. The phone's registration would allow it to dial an IVR that assists
> provisioning.  i.e. The user or admin calls into the IVR, keys in the
> (numeric) User ID and credentials, and the phone is automatically
> assigned to that user.  A profile is generated and upon hanging up the
> phone reboots.  The IVR should also be able to un-provision a phone. 

Better yet - configure the phone so that's all it can do - taking it
off-hook auto-dials the provisioning IVR.

> 2. sipXecs has learned of the phone.  So, the phone shows up in
> sipXconfig, as part of some collection of phones that are available for
> provisioning.  The admin creates an assignment between an un-provisioned
> phone and a user.  A profile is generated, and because the phone is
> registered it reboot.

That's also an interesting feature, but is in some ways orthogonal.  I'd
consider it separately.

> Both of these options are compatible, and can be done/undone using
> either method.  This would facilitate hot-desking.

Let's be careful - hot-desking (aka hoteling or drop-in phones) has a
bunch of other issues, most notably the expiration or explict
un-configuring of a phone when the temporary user is done with it.  

> Questions:
> 
> - Should a User be able to provision and/or un-provision a phone?  Or
> should one or both of these be restricted to admins?

I think that un-provisioning should be left out of this - the potential
for abuse is pretty high.  Similarly, it should not be possible for a
user to provision an arbitrary phone in this way - only a phone that has
no other provisioning.  

Damian commented:

> It would be a natural
> extension of the existing functionality to allow administrator to specify
> to which group all the discovered devices should be automatically added. So
> once the phone is discovered it can automatically inherit its configuration
> from the group and sipXconfig can generate configuration profile.

That applies also to phones that are 'discovered' by a user calling into
a provisioning IVR.

It is probably also worth considering whether or not auto-provisioning
also depends on the user account being in an 'auto-provisioning enabled'
state, and whether that state should be automatically changed once a
phone has been provisioned, perhaps by having the provisioning
authentication code for a user be usable only once (I start my new job -
HR tells me where my office is and what my code is, I go to my office,
pick up the phone, it dials the IVR which prompts me for the code, I
enter the code and the phone hangs up reboots and comes up as my phone).

> - Should un-provisioned phones automatically show up under
> Devices->Phones, with new filter option?  Probably, otherwise we'd have
> two separate states of phone un-provisioned-ness.  Though you would then
> expect certain phone settings to remain when a phone is un-provisioned,
> which could be undesirable.

I suspect that there are at least two desirable states:

      * Phone has only a dummy but unique identity in an 'available'
        group; this identity has no permissions.  As such, it can
        typically make at most internal or emergency calls.  Because
        they are in a group, it's easy for an admin to find these and
        treat them as a pool from which phones can be assigned.  An
        operation on a normally configured phone would move it into this
        'available' group and reconfigure it.

        Incidentally - it should be possible to call one of these phones
        from the admin display and/or send it a message that either
        activates the MWI indicator or puts a message on the phone
        display.  This allows an admin to say "go to the next room and
        take the phone that is ringing" (or has a red light, or
        whatever) - anyone who's run a network with a lot of identical
        devices in it has faced the problem that they can find the
        network location of the device but don't know where (or which
        one) it is physically.
        
      * Phone has been set up to be 'hot-configurable'; the only call it
        can make is to the configuration IVR (which might need to have
        an option for transfer to an emergency call).


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