Personalization and User Profile standardization Overview

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Personalization and User Profile standardization
- Overview

Giovanni Bartolomeo, Francoise PetersenETSI
Technical Committee Human Factors
ETSI TISPAN20bis WG816-20 March 2009
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Agenda Items and Topics

• Introduction
• UPM System Overview
• Architecture and Fes
• Mapping to Networks and Devices

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TISPAN WG8 SuM and UPM issues

• There are similarities between SuM and UPM that
  will be addressed in this presentation
• Some questions we would like to ask
• The draft ES 202 746 on User Profile Preferences
  and Information is currently defining
  standardized Objects. Some objects are already
  defined in existing standards (e.g. SuM IoC in TS
  188 002-2). Limiting to the ones visible to users
  and subscribers, would it be possible to access
  them from within the UPM system?
• In other words, could a subset of SCA NOSI be
  accessed by an AS running the UPM system?
• If this is the case, which subscription data
  could be provided?
• User Data Access Federation is a FE defined in
  IPTV specs ETSI TS 182 028. We would like to
  clarify whether and how the SuM architecture is
  addressing it.
• Will WG8 address an IRP stage 3 or will it limit
  to stage 2?

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Problem
Services and content may not be delivered
appropriately to

• different devices with different software and
  hardware

• all users in various situations

• ETSI Human Factors (STF342) focuses on
• all users in various situations
• multimodal, multi-device environments
• different situations different needs
• ETSI Human Factors and eHealth (STF352) focuses
  on personalization of eHealth services

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ETSI Technical Committee Human Factors Work on
Personalization and User Profiles

• EG 202 325 published 2005 ETSI Human Factors
  (STF265)
• Concept and guidelines
• New Specialist Task Force ETSI Human Factors
  (STF342)
• ETSI Standard (ES) on standardized
  personalization objects
• ETSI Technical Specification (TS) on
  architectural framework
• New Specialist Task Force ETSI Human Factors
  and eHealth (STF352)
• ETSI Standard (ES) on standardized
  personalization objects in the eHealth domain
• Co-funded by EC/EFTA

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UPM System Overview

• UPM system - a set of functional entities which
  provide UPM services
• UPM services can be modeled as a set of
  capabilities
• UPM system may interact with
• End Users
• Network Functions/Services
• Applications
• Devices

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Actors (1)

• End users
• human beings consuming services
• exist independently of a particular service at
  first, but may be granted access to different
  services by subscribers (so called contract
  holders)
• are uniquely identified by the collection of
  their own identities and keys and may be assigned
  a Unique Identifier 1, 2, 3, 4
• may play two roles
• (UPM) User role played by end users when using
  their existing profiles, including activation or
  deactivation of their situation dependant
  profiles (SDPs)
• (UPM) Administrator role played by end users
  when defining new profiles or modifying existing
  ones
• the same end user can play both the user role and
  the administrator role 2

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Actors (2)

• Network Functions and Services (e.g., Presence
  Service, Call Diversion Service, IPTV Services)
• Applications
• Enterprise Applications (applications in the
  OSS/BSS environment of a network or service
  provider)
• NGN Applications (application providing
  functionality across single or multiple
  subsystems, e.g. messaging exchange between fixed
  and mobile terminals, presentation of incoming
  calls and phone list management on TV, IPTV
  gaming applications based on user presence) 7
• others
• Devices (includes communication and other kind of
  devices, e.g. home automation devices,
  intelligent in car devices, ...)

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Context and Profile

• Context any information that can be used to
  characterize the state of entities that are
  considered relevant to the interaction between a
  user and an application, network function,
  service or device 8
• e.g. NGN Presence Server, UPSF (User Profile
  Server Function) for network context
  information, sensors in the UE (User Equipment)
  or in a CPN (Customer Premises Network)
• Profile data represent a particular class of
  context information which can be manipulated by
  the UPM system
• some profile data in a given user profile may be
  used as context information in another

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UPM Architecture

• UPM system presented as an abstract architecture
• Mappings to network standards presented in next
  slides
• 3GPP Generic User Profile (GUP)
• TISPAN NGN (Next Generation Network)
• CPN (Customer Premises Network)
• End User Equipment

UE
User Interface Agent
Processing Agent
Activation Agent
Storage Agent
Context Watcher
CPS (Common Profile Storage)
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UPM FEs

• Profile User Interface Agent
• provide end users with different degrees of
  flexibility in managing their profiles, enabling
  or disabling access to UPM functions
• Profile Processing Agent
• process profile and context data instruct the
  Activation Agent to initiate achievement of the
  behavior encoded in policy rules
• Profile Activation Agent
• enforce achievement of behaviors according to
  directions received from the Processing Agent
• Profile Storage Agent
• store and retrieve (situation dependent)
  profiles, rules, templates and any metadata
  defined in the UPM system
• Context Watcher
• obtain context information from context sources
  by using either a subscription mechanism or a
  query mechanism

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Common Profile Storage (CPS)

• Guarantee a uniform view of profile data by
• providing an abstraction of the profile data
  independent from
• physical location where they reside
• different data format they are expressed in
• different protocols used to retrieve them
• keeping a mapping to the locations where such
  data can be found
• May be implemented by the GUP (Generic User
  Profile) Server Architecture 5
• Further work in collaboration with 3GPP/TISPAN
  clarify the relationship between the CPS and the
  GUP server/UDAF (NGN User Data Access Function)

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CPS capabilities

• Data management
• data transformation and presentation
• concurrency control
• transaction processing
• Support for adapting entities, e.g. GUP
  Repository Access Function (RAF) 5 that
  realizes the harmonized access interface
• Access Control
• prevents unauthorized detection, disclosure or
  modification of information
• Basic Access Control Model 6

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Mapping UPM architecture to networks and devices

• Some examples
• 3GPP Generic User Profile (GUP)
• TISPAN NGN (Next Generation Network)
• CPN (Customer Premises Network)
• End User Equipment

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Mapping UPM architecture to 3GPP GUP 5
Activation Agent
Storage Agent
Context Watcher
UPM GUP Requestor (GUPR)
Rg
GUPS
Rp
Rp (redirect mode)
RAF
RAF
RAF
RAF
Other NGN Servers
IPTV Profile Storage
NGN Presence Server
UPSF
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Mapping UPM architecture to TISPAN NGN 7
Activation agent
Storage agent
Context Watcher
UPM UDF
Ug
CPS
Other NGN App UDF
UDAF
Sh
IPTV UDF
NGN Presence Server
UPSF
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Mapping UPM architecture into a CPN
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Mapping UPM architecture into UE/devices
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References

• 3GPP TR 32.808 3rd Generation Partnership
  Project Technical Specification Group Services
  and System Aspects Telecommunication management
  Study of Common Profile Storage (CPS) Framework
  of User Data for network services and management
  (Release 8)
• ETSI EG 202 249 "Universal Communications
  Identifier (UCI) Guidelines on the usability of
  UCI based systems"
• ETSI EG 202 067 "Universal Communications
  Identifier (UCI) System framework"
• ETSI EG 284 004 "architecture Telecommunications
  and Internet converged Services and Protocols for
  Advanced Networking (TISPAN) Incorporating
  Universal Communications Identifier (UCI) support
  into the specification of Next Generation
  Networks (NGN)
• Universal Mobile Telecommunications System
  (UMTS) LTE 3GPP Generic User Profile (GUP)
  requirements Architecture (Stage 2) (3GPP TS
  23.240 version 8.0.0 Release 8)
• ITU-T Recommendation X.509 (08/2005)
  "Information technology - Open Systems
  Interconnection - The Directory Public-key and
  attribute certificate frameworks" 08/2005
• ETSI TS 182 028  Telecommunications and Internet
  converged Services and Protocols for Advanced
  Networking (TISPAN) NGN integrated IPTV
  subsystem Architecture
• Anind K. Dey and Gregory D. Abowd Towards a
  Better Understanding of Context and
  Context-Awareness, Proceedings of the Workshop on
  the What, Who, Where, When and How of
  Context-Awareness, affiliated with the CHI 2000
  Conference on Human Factors in Computer Systems,
  New York, NY ACM Press

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Information and communication

• Web http//portal.etsi.org/stfs/STF_HomePages/STF
  342/STF342.asp
• Email Francoise.Petersen_at_etsi.org
• Do you want to
• 1. receive the newsletters on our work(about once
  a month, or when relevant)?
• 2. discuss personalization and user profiles with
  a wider group? If so welcome to use our mail list
  HF_User_Profile_Management_at_list.etsi.org
• Subscribe at http//list.etsi.org/HF_USER_PROFILE
  _MANAGEMENT.html

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Thank you!Questions?
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SuM and UPM(summary of a comparative analysis)
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SuM and UPM (1)

• SuM Subscriber and UPM Admin
• SuM Service Provider
• SuM Network Functions and UPM context

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SuM and UPM (2)

• UPM Standardized Objects (ES 202 746) and TISPAN
  SuM IoC (TS 188 002-2)
• UPM Architecture/Procedures (TS 207 747) and NGN
  OSS Service Interfaces (NOSIs) (TS 188 002-3)
• GUP
• NGN Fes NOSI (Rp)
• RP NOSI (Rg)
• SCA NOSI (UPM Interfaces?)
• Clarify relationships with
• CPS 3GPP TR 32 808
• 3GPP UDC 3GPP TR 22 985
• IPTV UDAF ETSI TS 182 028
• Stage 3
• IRP SOAP/XDM (WG3)
• Namespaces (WG4)

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More Details on ETSI HF Work(in case of
requests for further clarifications)
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Normal and Situation Dependent Profiles

• Normal profile
• activated at system startup
• contains users information and preferences to be
  used in non-defined situations
• its information and preferences have a fixed
  priority assigned by the system and equals to
  zero
• Situation Dependent Profile (SDP)
• automatically activated whenever the user is in a
  specific situation
• can be manually activated/deactivated
• defines only information and preferences specific
  for that situation

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State Variables and Situations

• State Variables (SVs)
• Boolean expressions used by the profile
  Processing Agent to calculate which SDPs should
  be automatically activated
• depend on values from context information sources
• Users associate SVs to situations and may assign
  them a familiar name
• Examples
• LATE Time is later than 900 PM (basic
  situation)
• WORK Location is office (gps 41.855562
  12.618399)
• LATEWORK (derived situation)

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State Graph Model

• At every time, the user is in a given state
• current state determines the active profile
• Transitions are triggered by
• changes in state variables
• manual activation/ deactivation
• One or more SDP may cohexist in a given state
• priorities conflict resolution

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Profile Creation
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Automatic Activation
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