Managing configurations of distributed devices

• US 9,712,385 B2
• Filed: 04/06/2016
• Issued: 07/18/2017
• Est. Priority Date: 12/26/2006
• Status: Active Grant

• Current Assignee: PTC Inc.
• Original Assignee: PTC Inc.
• Inventors: Rochte, Timothy A., Bhageshpur, Kiran, Hart, David Patrick, Taylor, John Louis
• Primary Examiner(s): Meky, Moustafa M
• Application Number:
  US15/091,808
• Publication Number:
  US 20160300029A1
• Time in Patent Office: 468 Days
• CPC Class Codes: G06F 9/4411 Configuring for operating with peripheral devices; Loading of device drivers
• CPC Class Codes: G16H 40/40 for the management of medical equipment or devices, e.g. scheduling maintenance or upgrades
• CPC Class Codes: H04L 41/0803 Configuration setting
• CPC Class Codes: H04L 67/125 involving control of end-device applications over a network
• CPC Class Codes: H04L 67/303 Terminal profiles
• CPC Class Codes: H04L 67/34 involving the movement of software or configuration parameters network booting or remote initial program loading [RIPL] G06F9/4416

Abstract

A method manages configurations of devices in a system that communicates information between a device and an enterprise. The method includes building a defined configuration for a device type. The defined configuration includes a set of value requirements. An actual configuration having values associated with the device is compared to the defined configurations. The actual configuration and defined configuration are stored in a database of the enterprise. The method also includes determining, in the enterprise, if the values of actual configuration match the corresponding value requirements of the defined configurations. The method runs business logic associated with the device based on a result from the step of determining if the values of the actual configuration match the corresponding values of the defined configurations. The matched configurations are stored for subsequent use.

Claims

1. In a system for communicating information between a device and an enterprise, a method for managing a configuration of the device, the method comprising:

building a defined configuration for a device type, the defined configuration including a set of value requirements;

comparing an actual configuration of the device to the defined configuration, the actual configuration and the defined configuration being stored in a database of the enterprise, the actual configuration having values associated with the device;

determining, in the enterprise, a change in state of the device based on whether the values of the actual configuration match corresponding value requirements of the defined configuration;

running business logic associated with the device based on a type of the change in state; and

storing the actual configuration that matches the defined configuration, for subsequent use.

2. The method of claim 1, further comprising collecting information from a device information source to obtain the actual configuration of the device.

3. The method of claim 1, further comprising establishing at least one dynamic group rule based on whether the values of the actual configuration match the corresponding value requirements of the defined configuration.

4. The method of claim 1, further comprising sending a notification based on whether the values of the actual configuration match the corresponding value requirements of the defined configuration.

5. The method of claim 4, wherein the notification is an alert and sending the notification comprises sending the alert to a recipient including at least one of a user or a business system.

6. The method of claim 5, further comprising determining the recipient of the notification using group associations of a specific device in at least one of an alarm or alert condition.

7. The method of claim 1, wherein building the defined configuration for the device type includes setting at least one mandatory element in the defined configuration.

8. The method of claim 7, further comprising:

determining if the values of the actual configuration match corresponding value requirements of the defined configuration;

wherein the mandatory element includes a mandatory value requirement and determining if the values of the actual configuration match the corresponding value requirements of the defined configuration includes requiring a match of at least part of the actual configuration to the mandatory value requirement of the defined configuration.

9. The method of claim 7, wherein determining if the values of the actual configuration match the corresponding value requirements of the defined configuration includes indicating a match if an elective value requirement of the defined configuration is not present in the actual configuration.

10. The method of claim 1, further comprising:

determining if the values of the actual configuration match corresponding value requirements of the defined configuration; and

automatically associating the device with a group that reflects a result of determining if the values of the actual configuration match the corresponding value requirements of the defined configuration.

11. The method of claim 1, further comprising:

determining if the values of the actual configuration match corresponding value requirements of the defined configuration;

wherein determining if the values of the actual configuration match is repeated for each device in a set of devices.

12. The method of claim 11, further comprising sending an update to the device;

wherein sending the update and running the business logic are performed after determining if the values of actual configuration match for all devices in the set of devices.

13. The method of claim 1, further comprising:

determining if the values of the actual configuration match corresponding value requirements of the defined configuration;

wherein determining if the values of the actual configuration match the corresponding values of the defined configuration occurs after receiving the actual configuration from the device.

14. The method of claim 1, wherein running the business logic includes sending at least one of a software and configuration update to the device.

15. The method of claim 1, further comprising:

determining if the values of the actual configuration match corresponding value requirements of the defined configuration;

wherein determining if the values of the actual configuration match the corresponding value requirements of the defined configuration includes using an expression containing at least one of a Boolean operator or a numerical comparison operator to make a comparison between the values of the actual configuration and corresponding value requirements of the defined configuration.

16. The method of claim 1, wherein building the defined configuration for the device type includes building complex defined configurations to identify the value requirements.

17. A system for managing a configuration of a device associated with a monitor agent, the system comprising:

a server configured to communicate with the monitor agent, the monitor agent being configured to collect information from the device to obtain an actual configuration of the device; and

a database storing the actual configuration of the device and a defined configuration of a device type, the device type being associated with a set of devices, the defined configuration being built for the device type and being stored in the database, the defined configuration including a set of value requirements, and the actual configuration having values associated with the device;

wherein the server is configured to compare the actual configuration to the defined configuration to determine a change in state of the device, and the server is configured to run business logic associated with the device based on a type of the change in state.

18. The system of claim 17, wherein the server is configured also to collect information from a device information source to obtain the actual configuration of the device.

19. The system of claim 17, wherein the server is configured to run the business logic if a change is determined when the actual configuration of the device is compared to the defined configuration.

20. The system of claim 19, wherein the business logic is run to enable sending a notification to at least one user including at least one of an alarm and an alert.

21. The system of claim 17, wherein:

the server is configured to assign the device a current state based on the comparison.

22. The system of claim 21, wherein the business logic is run to enforce a policy maintained for the device.

23. The system of claim 21, wherein, in a case that the current state indicates that the actual configuration of the device is valid and a prior state indicates that a prior configuration of the device is a bad configuration, the business logic is run to take immediate action.

24. The system of claim 23, wherein the immediate action comprises sending a software update to the device.

25. The system of claim 21, wherein, in a case that the current state indicates that the actual configuration of the device is obsolete and the prior state indicates that a prior configuration of the device is a valid configuration, the business logic is run to take an action that is less immediate than an action that would be taken if the current state indicates that the actual configuration of the device is valid and the prior state indicates that a prior configuration of the device is a bad configuration.

26. The system of claim 21, wherein the monitor agent is configured to detect a triggering event, to obtain the defined configuration in response to the triggering event, and to store the defined configuration in the database.

27. The system of claim 26, wherein the triggering event comprises an update or revision to the device.

28. The system of claim 21, wherein the monitor agent is configured to detect a triggering event, to obtain the actual configuration in response to the triggering event, and to store the actual configuration in the database.

29. The system of claim 28, wherein the triggering event is temporal.

30. The system of claim 21, wherein the monitor agent is configured to poll the server to enable communication between the monitor agent and the server.

31. The system of claim 17, wherein the defined configuration comprises a baseline configuration of the device, the baseline configuration being for a specific point in time and remaining unchanged within the database.

32. The system of claim 17, wherein the monitor agent comprises a plug-in module that is configured for use with the device.

33. The system of claim 17, wherein the monitor agent is configured to obtain the actual configuration also based on data obtained from one or more sources, the one or more sources comprising at least one of a database, a registry, a file system, or a data collection protocol.

34. A system comprising:

a monitor agent to collect information from a device, the information being about an actual configuration of the device; and

a computing device configured to perform operations comprising;

building a defined configuration for a device type;

storing the defined configuration in a configuration management database;

using the information to make a comparison of the actual configuration of the device to the defined configuration in order to determine a change in state of the device;

determining that an update is to be made to the device based on a type of the change in state of the device;

confirming that the update is compatible with the device based on the information about the actual configuration; and

sending the update to the device;

wherein the monitor agent and the computing device are configured to communicate over at least one communication network and are separated by network security.

35. The system of claim 34, wherein the defined configuration comprises a baseline configuration of the device, the baseline configuration not changing over time.

36. The system of claim 34, wherein the defined configuration comprises elements tagged as mandatory;

and

wherein, for the comparison to indicate a match between the defined configuration and the actual configuration, the elements tagged as mandatory must have values that have a predefined relationship to corresponding values in the actual configuration.

37. The system of claim 36, wherein the defined configuration comprises elements tagged as elective, where an element tagged as elective need not be present in the actual configuration for the comparison to indicate a match.

38. The system of claim 34, wherein, for the comparison to indicate a match between the defined configuration and the actual configuration, the elements tagged as mandatory must have values that are the same as corresponding values in the actual configuration.

39. The system of claim 34, wherein the information is used to make the comparison of the actual configuration of the device to the defined configuration in order to determine if the actual configuration completely matches the defined configuration;

and

wherein it is determined that that an update is to be made to the device if the actual configuration does not completely match the defined configuration.

40. The system of claim 34, wherein the defined configuration comprises a nested hierarchy of multiple configurations for types of elements.

41. The system of claim 34, wherein the monitor agent is configured to poll the computing device to enable communication between the monitor agent and the computing device.

42. The system of claim 34, wherein the monitor agent is configured to collect the information from the device at specified times.

43. The system of claim 34, further comprising:

assigning a state to the device based on the comparison, a priority of the update being based on the state;

wherein a timing at which the update is sent is based on the priority.

44. Non-transitory machine-readable storage storing instructions that are executable by a computing device to perform operations that comprise:

building a defined configuration for a device type;

storing the defined configuration in a configuration management database;

receiving information about an actual configuration of a device from a monitor monitoring agent associated with the device;

using the information to make a comparison of the actual configuration of the device to the defined configuration in order to determine a change in state of the device;

determining that an update is to be made to the device based on a type of the change in state of the device;

confirming that the update is compatible with the device based on the information about the actual configuration; and

sending the update to the device;

wherein the monitor agent and the computing device are configured to communicate over at least one communication network and are separated by network security.

45. The non-transitory machine-readable storage of claim 44, wherein the operations comprise establishing at least one dynamic group rule based on a result of the comparison of the actual configuration of the device to the defined configuration.

46. The non-transitory machine-readable storage of claim 44, wherein building the defined configuration for the device type includes setting at least one mandatory element in the defined configuration;

and

wherein the mandatory element includes a mandatory value requirement and the comparison of the actual configuration of the device to the defined configuration requires, for the actual configuration to at least partly match the defined configuration, the actual configuration to include the mandatory value requirement.