One document matched: draft-sinnreich-sipdev-req-06.txt

Differences from draft-sinnreich-sipdev-req-05.txt


        SIPPING WG                      H. Sinnreich/pulver.com, editor 
        Internet Draft                  S. Lass/MCI 
                                        C. Stredicke/snom  
                                        May 2005 
      
              SIP Telephony Device Requirements and Configuration 
                       draft-sinnreich-sipdev-req-06.txt 
                                        
     Status of this Memo 

        This memo provides information for the Internet community. It 
        does not specify an Internet standard of any kind.  
        Distribution of this memo is unlimited. 
         
        By submitting this Internet-Draft, each author represents that 
        any applicable patent or other IPR claims of which he or she 
        is aware have been or will be disclosed, and any of which he 
        or she becomes aware will be disclosed, in accordance with 
        Section 6 of BCP 79. 
          
        Internet-Drafts are working documents of the Internet 
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        documents as Internet-Drafts. 

        Internet-Drafts are draft documents valid for a maximum of six 
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        documents at any time. It is inappropriate to use Internet-
        Drafts as reference material or to cite them other than as 
        "work in progress." 

        The list of current Internet-Drafts can be accessed at 
             http://www.ietf.org/ietf/1id-abstracts.txt 

        The list of Internet-Draft Shadow Directories can be accessed 
        at http://www.ietf.org/shadow.html 

        This Internet-Draft will expire on November 13, 2005. 

     Abstract 

        This document describes the requirements for SIP telephony 
        devices, based on the deployment experience of large numbers 
        of SIP phones and PC clients using different implementations 
        in various networks. The objectives of the requirements are a 
        well defined set of  
        interoperability and multi-vendor supported core features, so 
        as to enable similar ease of purchase, installation and 
        operation as found for PCs, PDAs analog feature phones or 
        mobile phones.  
        We present a glossary of the most common settings and some of 
        the more widely used values for some settings. 
      
      
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        Conventions used in this document 

        This document is informational and therefore the key words 
        "MUST", "SHOULD", "SHOULD NOT", "MAY", in this document are 
        not to be interpreted as described in RFC 2119 [2], but rather 
        indicate the nature of the suggested requirement.  

     Table of Contents 

        1. Introduction...............................................3 
        2. Generic Requirements.......................................4 
           2.1. SIP Telephony Devices.................................4 
           2.2. DNS and ENUM Support..................................4 
           2.3. SIP Device Resident Telephony Features................5 
           2.4. Support for SIP Services..............................8 
           2.5. Basic Telephony and Presence Information Support......8 
           2.6. Emergency and Resource Priority Support...............9 
           2.7. Multi-Line Requirements..............................10 
           2.8. User Mobility........................................11 
           2.9. Interactive Text Support.............................11 
           2.10. Other Related Protocols.............................13 
           2.11. SIP Device Security Requirements....................13 
           2.12. Quality of Service..................................14 
           2.13. Media Requirements..................................14 
           2.14. Voice Codecs........................................14 
           2.15. Telephony Sound Requirements........................15 
           2.16. International Requirements..........................16 
           2.17. Support for Related Applications....................16 
           2.18. Web Based Feature Management........................16 
           2.19. Firewall and NAT Traversal..........................17 
           2.20. Device Interfaces...................................18 
        3. Glossary and Usage for the Configuration Settings.........18 
           3.1. Device ID............................................19 
           3.2. Signaling Port.......................................19 
           3.3. RTP Port Range.......................................19 
           3.4. Quality of Service...................................20 
           3.5. Default Call Handling................................20 
              3.5.1. Outbound Proxy..................................20 
              3.5.2. Default Outbound Proxy..........................20 
              3.5.3. SIP Session Timer...............................20 
           3.6. Telephone Dialing Functions..........................21 
              3.6.1. Phone Number Representations....................21 
              3.6.2. Digit Maps and/or the Dial/OK Key...............21 
              3.6.3. Default Digit Map...............................22 
           3.7. SIP Timer Settings...................................22 
           3.8. Audio Codecs.........................................22 
           3.9. DTMF Method..........................................23 
           3.10. Local and Regional Parameters.......................23 
           3.11. Time Server.........................................23 
      
      
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           3.12. Language............................................23 
           3.13. Inbound Authentication..............................24 
           3.14. Voice Message Settings..............................24 
           3.15. Phonebook and Call History..........................24 
           3.16. User Related Settings and Mobility..................25 
           3.17. AOR Related Settings................................25 
           3.18. Maximum Connections.................................26 
           3.19. Automatic Configuration and Upgrade.................26 
           3.20. Security Configurations.............................26 
        4. Security Considerations...................................27 
           4.1. Threats and Problem Statement........................27 
           4.2. SIP Telephony Device Security........................28 
           4.3. Privacy..............................................29 
           4.4. Support for NAT and Firewall Traversal...............29 
        5. IANA Considerations.......................................30 
        6. Acknowledgments...........................................30 
        7. Changes from Previous Versions............................31 
        8. References................................................32 
        9. Author's Addresses........................................38 
        10. Copyright Notice.........................................38 
         
     1. Introduction 

        This document has the objective of focusing the Internet 
        communications community on requirements for telephony devices 
        using SIP. 

        We base this information from developing and using a large 
        number of SIP telephony devices in carrier and private IP 
        networks and on the Internet. This deployment has shown the 
        need for generic requirements for SIP telephony devices and 
        also the need for some specifics that can be used in SIP 
        interoperability testing.  

        SIP telephony devices, also referred to as SIP User Agents 
        (UAs) can be any type of IP networked computing user device 
        enabled for SIP based IP telephony. SIP telephony user devices 
        can be SIP phones, adaptors for analog phones and for fax 
        machines, conference speakerphones, software packages (soft 
        clients) running on PCs, laptops, wireless connected PDAs, 'Wi-
        Fi' SIP mobile phones, as well as other mobile and cordless 
        phones that support SIP signaling for real time communications. 
        SIP-PSTN gateways are not the object of this memo, since they 
        are network elements and not end user devices.  

        SIP telephony devices can also be instant messaging (IM) 
        applications that have a telephony option. 


      
      
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        SIP devices MAY support various other media besides voice, such 
        as text, video, games and other Internet applications; however 
        the non-voice requirements are not specified in this document, 
        except when providing enhanced telephony features. 

        SIP telephony devices are highly complex IP endpoints that 
        speak many Internet protocols, have audio and visual interfaces 
        and require functionality targeted at several constituencies: 
        (1) End users, (2) service providers and network administrators 
        and (3) manufacturers, as well as (4) system integrators. 

        The objectives of the requirements are a well defined set of 
        interoperability and multi-vendor supported core features, so 
        as to enable similar ease of purchase, installation and 
        operation as found for standard PCs, analog feature phones or 
        mobile phones. Given the cost of some feature rich display 
        phones may approach the cost of PCs and PDAs, similar or even 
        better ease of use as compared to personal computers and 
        networked PDAs is expected by both end users and network 
        administrators. 

        While the recommendations of this document go beyond what is 
        currently mandated for SIP implementations within the IETF, 
        this is believed necessary to support the specified operational 
        objectives.  However, it is also important to keep in mind that 
        the SIP specifications are constantly being evolved, thus these 
        recommendations need to be considered in the context of that 
        change and evolution. 

     2. Generic Requirements 

        We present here a minimal set of requirements that MUST be met 
        by all SIP [3] telephony devices, except where SHOULD or MAY is 
        specified. 
         
     2.1. SIP Telephony Devices  

       This memo applies mainly to desktop phones and other special 
       purpose SIP telephony hardware. Some of the requirements in 
       this section are not applicable to PC/laptop or PDA software 
       phones (soft phones) and mobile phones. 

     2.2. DNS and ENUM Support  

       Req-7: SIP telephony devices MUST support RFC 3263 [6] for 
               locating a SIP Server and selecting a transport 
               protocol. 
      
      
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       Req-8: SIP telephony devices MUST incorporate DNS resolvers 
               that are configurable with at least two entries for DNS 
               servers for redundancy. To provide efficient DNS 
               resolution, SIP telephony devices SHOULD query 
               responsive DNS servers and skip DNS servers that have 
               been non-responsive to recent queries. 

       Req-9: To provide efficient DNS resolution and to limit post-
               dial delay, SIP telephony devices MUST cache DNS 
               responses based on the DNS time-to-live. 

       Req-10: For DNS efficiency, SIP telephony devices SHOULD use 
               the additional information section of the DNS response 
               instead of generating additional DNS queries. 

       Req-11: SIP telephony devices MAY support ENUM [7] in case the 
               end users prefer to have control over the ENUM lookup. 
               Note: The ENUM resolver can also be placed in the 
               outgoing SIP proxy to simplify the operation of the SIP 
               telephony device. 

     2.3. SIP Device Resident Telephony Features 

       Req-12: SIP telephony devices MUST support RFC 3261 [3]. 

       Req-13: SIP telephony devices SHOULD support the SIP Privacy 
               header by populating headers with values that reflect 
               the privacy requirements and preferences as described in 
               "Section 4 User Agent Behavior" in RFC 3323 [8]. 

       Req-14: SIP telephony devices MUST be able to place an existing 
               call on hold, and initiate or receive another call, as 
               specified in RFC 3264 [12] and SHOULD NOT omit the 
               sendrecv attribute. 

       Req-15: SIP telephony devices MUST provide a call waiting 
               indicator. When participating in a call, the user MUST 
               be alerted audibly and/or visually of another incoming 
               call. The user MUST be able to enable/disable the call 
               waiting indicator.  

      
      
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       Req-16: SIP telephony devices MUST support SIP message waiting 
               [43] and the integration with message store platforms. 

       Req-17: SIP telephony devices MAY support a local dial plan. If 
               a dial plan is supported, it MUST consist of a pattern 
               string to match dial digits, and the ability to strip 
               and also append prefix digits, and also append suffix 
               digits.  

       Req-18: SIP telephony devices MUST support the URIs for 
               Telephone numbers as per RFC 3966 [9].  

       Req-19: SIP telephony devices MUST support REFER and NOTIFY as 
               required to support call transfer [45], [46]. SIP 
               telephony devices MUST support escaped headers in the 
               Refer-To header.  

       Req-20: SIP telephony devices MUST support the unattended call 
               transfer flows as defined in [46]. 

       Req-21: SIP telephony devices MUST support attended call 
               transfer as defined in [46].  

       Req-22: SIP telephony devices MAY support device based 3-way 
               calling by mixing the audio streams and displaying the 
               interactive text of at least 2 separate calls. 

       Req-23: SIP telephony devices MUST be able to send DTMF named 
               telephone events as specified by RFC 2833 [11]. 

       Req-24: Payload type negotiation MUST comply with RFC 3264 [12] 
               and with the registered MIME types for RTP payload 
               formats in RFC 3555 [13]. 

       Req-25: The dynamic payload type MUST remain constant 
               throughout the session. For example, if an endpoint 
               decides to renegotiate codecs or put the call on hold, 
               the payload type for the re-invite MUST be the same as 
               the initial payload type. SIP devices MAY support Flow 
               Identification as defined in RFC 3388 [14]. 
      
      
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       Req-26: SIP telephony devices MUST generate local ringing and 
               SHOULD ignore any early RTP media when a "180 Ringing" 
               response is received. Any received media that is not 
               early media (i.e., not received within the context of an 
               early session, as specified in [71] should be rendered 
               as soon as it arrives in order to avoid speech clipping. 
               SIP telephony devices MUST play the RTP stream for the 
               established dialog and ignore any other RTP media 
               streams when a "183 Session Progress" response is 
               received.  

       Req-27: SIP telephony devices SHOULD obey the last 18x message 
               received when multiple 18x responses are received. If 
               the last response is "180 Ringing", the client MUST 
               generate local ringing. If the last response is "183 
               Session Progress", the client MUST play the RTP stream. 

       Req-28: SIP devices with a suitable display SHOULD support the 
               call-info header and depending on the display 
               capabilities MAY for example display an icon or the 
               image of the caller. 

       Req-29: To provide additional information about call failures, 
               SIP telephony devices with a suitable display MUST 
               render the "Reason Phrase" of the SIP message or map the 
               "Status-Code" to custom or default messages. This 
               presumes the language for the reason phrase is the same 
               as the negotiated language. The devices MAY use an 
               internal "Status Code" table if there was a problem with 
               the language negotiation.  

       Req-30: SIP telephony devices MAY support music on hold, both 
               in listening mode or locally generated. See also "SIP 
               Service Examples" for a call flow with music on hold 
               [46]. 

       Req-31: SIP telephony devices MAY ring after a call has been on 
               hold for a predetermined period of time, typically 3 
               minutes. 



      
      
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     2.4. Support for SIP Services  

       Req-32: SIP telephony devices MUST support the SIP Basic Call 
               Flow Examples [47]. 

       Req-33: SIP telephony devices MUST support the SIP-PSTN Service 
               Examples as per RFC 3666 [16]. 

       Req-34: SIP telephony devices MUST support the Third Party Call 
               Control model [17], in the sense that they may be the 
               controlled device. 

       Req-35: SIP telephony devices SHOULD support SIP call control 
               and multiparty usage [42]. 

       Req-36: SIP telephony devices SHOULD support conferencing 
               services for voice [48], [49] and interactive text [56] 
               and if equipped with an adequate display MAY also 
               support instant messaging (IM) and presence [50], [59]. 

       Req-37: SIP telephony devices SHOULD support the indication of 
               the User Agent Capabilities and MUST support the caller 
               capabilities and preferences as per RFC 3840 [52].  

       Req-38: SIP telephony devices MAY support service mobility: 
               Devices MAY allow roaming users to input their identity 
               so as to have access to their services and preferences 
               from the home SIP server. Examples of user data to be 
               available for roaming users are: User service ID, the 
               dialing plan, personal directory and caller preferences. 

     2.5. Basic Telephony and Presence Information Support 

        The large color displays in some newer models make such SIP 
        phones and applications attractive for a rich communication 
        environment. This document is focused however only on telephony 
        specific features enabled by SIP Presence and SIP Events. 
        SIP telephony devices can also support for example presence 
        status, such as the traditional Do Not Disturb, new event state 
        based information, such as being in another call or being in a 
        conference, typing a message, emoticons, etc. Some SIP 

      
      
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        telephony User Agents can support for example a voice session 
        and several IM sessions with different parties. 
         
       Req-39: SIP telephony devices SHOULD support Presence 
               information [50] and SHOULD support the Rich Presence 
               Information Data Format [51] for the new IP 
               communication services enabled by Presence. 

       Req-40: Users MUST be able to set the state of the SIP 
               telephony device to "Do Not Disturb", and this MAY be 
               manifested as a Presence state across the network if the 
               UA can support Presence information 

       Req-41: SIP telephony devices with "Do Not Disturb" enabled 
               MUST respond to new sessions with "486 Busy Here".  

     2.6. Emergency and Resource Priority Support  

       Req-42: Emergency calling: For emergency numbers (e.g. 911, SOS 
               URL), SIP telephony devices SHOULD support the work of 
               the ECRIT WG [54].  

       Req-43: Priority header: SIP devices SHOULD support the setting 
               by the user of the Priority header specified in RFC 3261 
               for such applications as emergency calls or for 
               selective call acceptance. 

       Req-44: Resource Priority header: SIP telephony devices that 
               are used in environments that support emergency 
               preparedness MUST also support the sending and receiving 
               of the Resource-Priority header as specified in [55]. 
               The Resource Priority header influences the behavior for 
               message routing in SIP proxies and PSTN telephony 
               gateways and is different from the SIP Priority header 
               specified in RFC 3261. Users of SIP telephony devices 
               may want to be interrupted in their lower-priority 
               communications activities if such an emergency 
               communication request arrives. 

       Note: As of this writing we recommend implementers to follow 
       the work of the Working Group on Emergency Context Resolution 

      
      
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       with Internet Technologies (ecrit) in the IETF. The complete 
       solution is for further study at this time. There is also work 
       on the requirements for location conveyance in the SIPPING WG, 
       see [77].  

     2.7. Multi-Line Requirements 

        A SIP telephony device can have multiple lines: One SIP 
        telephony device can be registered simultaneously with 
        different SIP registrars from different service providers, 
        using different names and credentials for each line. The 
        different sets of names and credentials are also called 'SIP 
        accounts'. The "line" terminology has been borrowed from multi-
        line PSTN/PBX phones, except that for SIP telephony devices 
        there can be different SIP registrar/proxies for each line, 
        each of which may belong to a different service provider, 
        whereas this would be an exceptional case for the PSTN and 
        certainly not the case for PBX phones. Multi-line SIP telephony 
        devices resemble more closely e-mail clients that can support 
        several e-mail accounts. 
        Note: Each SIP account can usually support different Addresses 
        of Record (AOR) with a different list of contact addresses 
        (CA), as may be convenient for example when having different 
        SIP accounts for business and for the private life. 
        Some of the CAs in different SIP accounts may though point to 
        the same devices. 
         
       Req-45: Multi-line SIP telephony devices MUST support a unique 
               authentication username, authentication password, 
               registrar, and identity to be provisioned for each line. 
               The authentication username MAY be identical with the 
               user name of the AOR and the domain name MAY be 
               identical with the host name of the registrar.    

       Req-46: Multi-line SIP telephony devices MUST be able to 
               support the state of the client to Do Not Disturb on a 
               per line basis.    

       Req-47: Multi-line SIP telephony devices MUST support multi-
               line call waiting indicators. Devices MUST allow the 
               call waiting indicator to be set on a per "line" basis. 

       Req-48: Multi-line SIP telephony devices MUST be able to 
               support a few different ring tones for different lines. 
      
      
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               We specify here "a few", since provisioning different 
               tones for all lines may be difficult for phones with 
               many lines.  

     2.8.  User Mobility 

       The following requirements allow users with a set of 
       credentials to use any SIP telephony device that can support 
       personal credentials from several users, distinct from the 
       identity of the device. 
        
       Req-49: User mobility enabled SIP telephony devices MUST store 
               static credentials associated with the device in non-
               volatile memory. This static profile is used during the 
               power up sequence. 

       Req-50: User mobility enabled SIP telephony devices SHOULD 
               allow a user to walk up to a device and input their 
               personal credentials. All user features and settings 
               stored in SIP proxy and the associated policy server 
               SHOULD be available to the user. 

       Req-51: User mobility enabled SIP telephony devices registered 
               as fixed desktop with network administrator MUST use the 
               local static location data associated with the device 
               for emergency calls. 

      2.9. Interactive Text Support 

        SIP telephony devices supporting Instant Messaging based on 
        SIMPLE [50] support text conversation based on blocks of text. 
        However, continuous interactive text conversation may be 
        sometimes preferred as a parallel to voice, due to its 
        interactive and more streaming-like nature, thus more 
        appropriate for real time conversation. It also allows for text 
        captioning of voice for noisy environments and those who cannot 
        hear well or cannot hear at all. 

        Finally continuous, character by character text is what is 
        preferred by emergency and public safety programs (e.g. 112 and 
        911) because of its immediacy, efficiency, lack of crossed 
        messages problem, better ability to interact with a confused 
        person, and the additional information that can be observed 
        from watching the message as it is composed.  

      
      
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        Req-52: SIP telephony devices such as SIP display phones and 
               IP-analog adapters SHOULD support the accessibility for 
               user requirements for the deaf, hard of hearing and 
               speech impaired individuals as per RCF 3351 [18] and 
               also for interactive text conversation [56], [70]. 

        Req-53: SIP telephony devices SHOULD provide a way to input 
               text and to display text through any reasonable method. 
               Built-in user interfaces, standard wired or wireless 
               interfaces, and/or support for text through a web 
               interface are all considered reasonable mechanisms.  

        Req-54: SIP telephony devices SHOULD provide an external 
               standard wired or wireless link to connect external 
               input (keyboard, mouse) and display devices. 

        Req-55: SIP telephony devices which include a display, or have 
               a facility for connecting an external display, MUST 
               include protocol support as described in RFC 2793 for 
               real-time interactive text.  

        Req-56: There may be value of having RFC 2793 support in a 
               terminal also without a visual display. A synthetic 
               voice output for the text conversation may be of value 
               for all who can hear, and thereby having the opportunity 
               to have a text conversation with other users. 

        Req-57: SIP telephony devices MAY provide analog adaptor 
               functionality through an RJ-11 FXO port to support FXS 
               devices. If an RJ-11 (FXO) port is provided, then it MAY 
               support a gateway function from all text-telephone 
               protocols according to ITU-T Recommendation V.18 to RFC 
               2793 text conversation (in fact this is encouraged in 
               the near term during the transition to widespread use of 
               SIP telephony devices). If this gateway function is not 
               included or fails, the device MUST pass-through all 
               text-telephone protocols according to ITU-T 
               Recommendation V.18, November 2000, in a transparent 
               fashion. 



      
      
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        Req-58: SIP telephony devices MAY provide a 2.5 mm audio port, 
               in portable SIP devices, such as PDA"s and various 
               wireless SIP phones. 

     2.10. Other Related Protocols  

       Req-59: SIP telephony devices MUST support the Real-Time 
               Protocol and the Real-Time Control Protocol, RFC 3550 
               [20]. SIP devices SHOULD use RTCP Extended Reports for 
               logging and reporting on network support for voice 
               quality, RFC 2611 [21] and MAY also support the RTCP 
               summary report delivery [57].   

     2.11. SIP Device Security Requirements  

       Req-60: SIP telephony devices MUST support digest 
               authentication as per RFC3261. In addition, SIP 
               telephony devices MUST support TLS for secure transport 
               [36] for scenarios where the SIP registrar is located 
               outside the secure, private IP network in which the SIP 
               UA may reside. Note: TLS need not be used in every call 
               though.  

       Req-61: SIP telephony devices MUST be able to password protect 
               configuration information and administrative functions. 

       Req-62: SIP telephony devices MUST NOT display the password to 
               the user or administrator after it has been entered.  

       Req-63: SIP clients MUST be able to disable remote access, i.e. 
               block incoming SNMP (where this is supported), HTTP, and 
               other services not necessary for basic operation. 

       Req-64: SIP telephony devices MUST support the option to reject 
               an incoming INVITE where the user-portion of the SIP 
               request URI is blank or does not match a provisioned 
               contact. This provides protection against war-dialer 
               attacks, unwanted telemarketing and spam. The setting to 
               accept/reject MUST be configurable. 



      
      
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       Req-65: When TLS is not used, SIP telephony devices MUST be 
               able to reject an incoming INVITE when the message does 
               not come from the proxy or proxies where the client is 
               registered. This prevents callers from bypassing 
               terminating call features on the proxy. For DNS SRV 
               specified proxy addresses, the client must accept an 
               INVITE from all of the resolved proxy IP addresses. 

     2.12. Quality of Service 

       Req-66: SIP devices MUST support the IPv4 DSCP field for RTP 
               streams as per RFC 2597 [22]. The DSCP setting MUST be 
               configurable to conform with the local network policy.  

       Req-67: If not specifically provisioned, SIP telephony devices 
               SHOULD mark RTP packets with the recommended DSCP for 
               expedited forwarding (codepoint 101110); and mark SIP 
               packets with DSCP AF31 (codepoint 011010). 

       Req-68: SIP telephony devices MAY support RSVP [23]. 

     2.13. Media Requirements  

       Req-69: To simplify the interoperability issues, SIP telephony 
               devices MUST use the first matching codec listed by the 
               receiver if the requested codec is available in the 
               called device. See the offer/answer model in RFC 3261. 

       Req-70: To reduce overall bandwidth, SIP telephony devices MAY 
               support active voice detection and comfort noise 
               generation. 

     2.14. Voice Codecs 

        Internet telephony devices face the problem of supporting 
        multiple codecs due to various historic reasons, on how telecom 
        industry players have approached codec implementations and the 
        serious intellectual property and licensing problems associated 
        with most codec types. 
        RFC 3551 [24] lists 17 registered MIME subtypes for audio 
        codecs. This memo however requires the support of a minimal 
        number of codecs used in wireline VoIP, and also codecs found 
        in mobile phones. 
      
      
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       Req-71: SIP telephony devices SHOULD support AVT payload type 0 
               (G.711 uLaw) as in reference [25] and its Annexes 1 and 
               2. 

       Req-72: SIP telephony devices SHOULD support the Internet Low 
               Bit Rate codec (iLBC) [26], [27]. 

       Req-73: Mobile SIP telephony devices MAY support codecs found 
               in various 3G wireless mobile phones. This can avoid 
               codec conversion in network based intermediaries.  

       Req-74: SIP telephony devices MAY support a small set of 
               special purpose codecs, such as G.723.1, where low 
               bandwidth is needed (for dial-up Internet access) or 
               G.722 for high quality audio conferences. 

       Req-75: SIP telephony devices MAY support G.729 and its 
               annexes. 

               Note: The authors believe the Internet Low Bit Rate 
               codec (iLBC) should be the default codec for Internet 
               telephony. 
              A summary count reveals up to 25 and more voice codec 
               types currently in use. The authors believe there is 
               also a need for a single multi-rate Internet codec, such 
               as Speex [28] or similar that can effectively be 
               substituted for all of the multiple legacy G.7xx codec 
               types, such as G. 711, G.729, G.723.1, G.722, etc. for 
               various data rates, thus avoiding the complexity and 
               cost to implementers and service providers alike who are 
               burdened by supporting so many codec types, besides the 
               burden of the additional licensing costs. 
         
     2.15. Telephony Sound Requirements 

       Req-76: SIP telephony devices SHOULD comply with the handset 
               receive comfort noise requirements outlined in the ANSI 
               standards [29], [30]. 

       Req-77: SIP telephony devices SHOULD comply with the stability 
               or minimum loss defined in ITU-T G.177 [31]. 


      
      
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       Req-78: SIP telephony devices MAY provide a full-duplex 
               speakerphone with echo and side tone cancellation. The 
               design of high quality side tone cancellation for 
               desktop IP phones, laptop computers and PDAs is outside 
               the scope of this memo. 

       Req-79: SIP telephony device MAY support different ring-tones 
               based on the caller identity. 

     2.16. International Requirements  

       Req-80: SIP telephony devices SHOULD indicate the preferred 
               language [34] using User Agent Capabilities [52]. 

       Req-81: SIP telephony devices intended to be used in various 
               language settings [34], MUST support other languages for 
               menus, help, and labels. 

     2.17. Support for Related Applications 

        The following requirements apply to functions placed in the SIP 
        telephony device. 
         
       Req-82: SIP telephony devices that have a large display and 
                support presence SHOULD display a buddy list [50]. 

       Req-83: SIP telephony devices MAY support LDAP for client-based 
                directory lookup.  

       Req-84: SIP telephony devices MAY support a phone setup where a 
                URL is automatically dialed when the phone goes off-
                hook. 

     2.18. Web Based Feature Management  

       Req-85: SIP telephony devices SHOULD support an internal web 
                server to allow users the option to manually configure 
                the phone and to set up personal phone applications 
                such as the address book, speed-dial, ring tones, and 
                last but not least the call handling options for the 
                various lines, aliases, in a user friendly fashion. Web 
                pages to manage the SIP telephony device SHOULD be 
      
      
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                supported by the individual device, or MAY be supported 
                in managed networks from centralized web servers. 
                Managing SIP telephony devices SHOULD NOT require 
                special client software on the PC or require a 
                dedicated management console. SIP telephony devices 
                SHOULD support https transport for this purpose. 

                In addition to the Web Based Feature Management 
                Requirement the device MAY have an SNMP interface for 
                monitoring and management purposes.  

     2.19. Firewall and NAT Traversal 

        The following requirements allow SIP clients to properly 
        function behind various firewall architectures. 
         
       Req-86: SIP telephony devices SHOULD be able to operate behind 
               a static NAPT (Network Address Translation/Port Address 
               Translation) device. This implies the SIP telephony 
               device SHOULD be able to 1) populate SIP messages with 
               the public, external address of the NAPT device, 2) use 
               symmetric UDP or TCP for signaling, and 3) Use symmetric 
               RTP [72]. 

       Req-87: SIP telephony devices SHOULD support the STUN protocol 
               [32] for determining the NAPT public external address. A 
               classification of scenarios and NATs where STUN is 
               effective is reported in [58]. Detailed call flows for 
               interactive connectivity establishment (ICE) are given 
               in [76]. 

               Note: Developers are strongly advised to follow the 
               document on best current practices for NAT traversal for 
               SIP [63]. 
                
       Req-88: SIP telephony devices MAY support UPnP 
               (http://www.upnp.org/) for local NAPT traversal. Note 
               that UPnP does not help if there are NAPT in the network 
               of the services provider. 

       Req-89: SIP telephony devices MUST be able to limit the ports 
               used for RTP to a provisioned range.  

      
      
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     2.20. Device Interfaces  

       Req-90: SIP telephony devices MUST have two types of interface 
                capabilities, for both phone numbers and URIs, both 
                accessible to the end user. 

       Req-91: SIP telephony devices MUST have a telephony-like dial-
                pad and MAY have telephony style buttons like mute, 
                redial, transfer, conference, hold, etc. The 
                traditional telephony dial-pad interface MAY appear as 
                an option in large screen telephony devices using other 
                interface models, such as Push-To-Talk in mobile phones 
                and the Presence and IM GUI found in PC"s, PDA"s and 
                mobile phones and wireless phones. 

       Req-92: SIP telephony devices MUST have a convenient way for 
                entering SIP URIs and phone numbers. This includes all 
                alphanumeric characters allowed in legal SIP URIs. 
                Possible approaches include using a web page, display 
                and keyboard entry, type-ahead or graffiti for PDAs. 

       Req-93: SIP telephony devices should allow phone number entry 
                in human friendly fashion, with the usual separators 
                and brackets between digits and digit groups. 

     3. Glossary and Usage for the Configuration Settings  

       SIP telephony devices are quite complex and their configuration 
       is made more difficult by the widely diverse use of technical 
       terms for the settings. We present here a glossary of the most 
       common settings and some of the more widely used values for 
       some settings. 
       Settings are the information on a SIP UA that it needs so as to 
       be a functional SIP endpoint. The settings defined in this 
       document are not intended to be a complete listing of all 
       possible settings. It MUST be possible to add vendor specific 
       settings. 
       The list of available settings includes settings that MUST, 
       SHOULD or MAY be used by all devices (when present) and that 
       make up the common denominator that is used and understood by 
       all devices. However, the list is open to vendor specific 
       extensions that support additional settings, which enable a 
       rich and valuable set of features. 

      
      
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       Settings MAY be read-only on the device. This avoids the 
       misconfiguration of important settings by inexperienced users 
       generating service cost for operators. The settings 
       provisioning process SHOULD indicate which settings can be 
       changed by the end-user and which settings should be protected. 
       In order to achieve wide adoption of any settings format it is 
       important that it should not be excessive in size for modest 
       devices to use it. Any format SHOULD be structured enough to 
       allow flexible extensions to it by vendors. 
       Settings may belong to the device or to a SIP service provider 
       and the address of record (AOR) registered there. When the 
       device acts in the context of an AOR, it will first try to look 
       up a setting in the AOR context. If the setting can not be 
       found in that context, the device will try to find the setting 
       in the device context. If that also fails, the device MAY use a 
       default value for the setting.  
       The examples shown here are just of informational nature. Other 
       documents may specify the syntax and semantics for the 
       respective settings. 
         
     3.1. Device ID 

               A device setting MAY include some unique identifier for 
               the device it represents. This MAY be an arbitrary 
               device name chosen by the user, the MAC address, some 
               manufacturer serial number or some other unique piece of 
               data. The Device ID SHOULD also indicate the ID type. 
               Example: DeviceId="000413100A10;type=MAC" 
                
     3.2. Signaling Port 

               The port that MUST be used for a specific transport 
               protocol for SIP MUST be indicated with the SIP ports 
               setting. If this setting is omitted, the device MAY 
               choose any port. For UDP, the port must also be used for 
               sending requests so that NAT devices will be able to 
               route the responses back to the UA. 
               Example: SIPPort="5060;transport=UDP" 
                
     3.3. RTP Port Range 

               A range of port numbers MUST be used by a device for the 
               consecutive pairs of ports which MUST be used to receive 
               audio and control information (RTP and RTCP) for each 
               concurrent connection. Sometimes this is required to 
               support firewall traversal and it helps network 
               operators to identify voice packets. 
               Example: RTPPorts="50000-51000" 
                
      
      
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     3.4. Quality of Service 

               The QoS settings for outbound packets SHOULD be 
               configurable for network packets associated with call 
               signaling (SIP) and media transport (RTP/RTCP). These 
               settings help network operators identifying voice 
               packets in their network and allow them to transport 
               them with the required QoS. The settings are 
               independently configurable for the different transport 
               layers and signaling, media or administration. The QoS 
               settings SHOULD also include the QoS mechanism. 
               For both categories of network traffic, the device 
               SHOULD permit configuration of the type of service 
               settings for both layer 3 (IP DiffServ) and layer 2 (for 
               example IEEE 802.1D/Q) of the network protocol stack.   
               Example: RTPQoS="0xA0;type=DiffSrv, 
               5;type=802.1DQ;vlan=324" 
                
     3.5. Default Call Handling  

               All of the call handling settings defined below can be 
               defined here as default behaviors. 
                
     3.5.1. Outbound Proxy 

               The outbound proxy for a device MAY be set. The setting 
               MAY require that all signaling packets MUST be sent to 
               the outbound proxy or that only in the case when no 
               route has been received the outbound proxy MUST be used. 
               This ensures that application layer gateways are in the 
               signaling path. The second requirement allows the 
               optimization of the routing by the outbound proxy. 
               Example: OutboundProxy="sip:nat.proxy.com" 
                
     3.5.2. Default Outbound Proxy 

               The default outbound proxy SHOULD be a global setting 
               (not related to a specific line).  
               Example: DefaultProxy="sip:123@proxy.com" 
                
     3.5.3. SIP Session Timer 

               The re-invite timer allows user agents to detect broken 
               sessions caused by network failures. A value indicating 
               the number of seconds for the next re-invite SHOULD be 
               used if provided.  
               Example: SessionTimer="600;unit=seconds" 
                

      
      
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     3.6. Telephone Dialing Functions 

               As most telephone users are used to dialing digits to 
               indicate the address of the destination, there is a need 
               for specifying the rule by which digits are transformed 
               into a URI (usually SIP URI or TEL URI). 
                
     3.6.1. Phone Number Representations 

               SIP phones need to understand entries in the phone book 
               of the most common separators used between dialed 
               digits, such as spaces, angle and round brackets, dashes 
               and dots. 
               Example: A phonebook entry of "+49(30)398.33-401" should 
               be translated into "+493039833401". 
                
     3.6.2. Digit Maps and/or the Dial/OK Key 

               A SIP UA needs to translate user input before it can 
               generate a valid request. Digit maps are settings that 
               describe the parameters of this process.  
               If present, digit maps define patterns that when matched 
               define: 
                
               1) A rule by which the end point can judge that the user 
               has completed dialing, and 
               2) A rule to construct a URI from the dialed digits, and 
               optionally 
               3) An outbound proxy to be used in routing the SIP 
               INVITE. 
                
               A critical timer MAY be provided which determines how 
               long the device SHOULD wait before dialing if a dial 
               plan contains a T (Timer) character. It MAY also provide 
               a timer for the maximum elapsed time which SHOULD pass 
               before dialing if the digits entered by the user match 
               no dial plan. If the UA has a Dial or Ok key, pressing 
               this key will override the timer setting.  
               SIP telephony devices SHOULD have a Dial/OK key. 
               After sending a request, UA SHOULD be prepared to 
               receive a 484 Address Incomplete response. In this case, 
               the user agent should accept more user input and try 
               again to dial the number. 
               An example digit map could use regular expressions like 
               in DNS NAPTR (RFC2915) to translate user input into a 
               SIP URL. Additional replacement patterns like "d" could 
               insert the domain name of the used AOR. Additional 
               parameters could be inserted in the flags portion of the 

      
      
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               substitution expression. A list of those patterns would 
               make up the dial plan: 
                
               |^([0-9]*)#$|sip:\1@\d;user=phone|outbound=proxy.com  
               |^([a-zA-Z0-9&=+\$,;?\-_.!~*'()%]+@.+)|sip:\1| 
               |^([a-zA-Z0-9&=+\$,;?\-_.!~*'()%]+)$|sip:\1@\d| 
               |^(.*)$|sip:\1@\d|timeout=5 
                
     3.6.3. Default Digit Map 

               The SIP telephony device SHOULD support the 
               configuration of a default digit map. If the SIP 
               telephony device does not support digit maps, it SHOULD 
               at least support a default digit map rule to construct a 
               URI from digits. If the end point does support digit 
               maps, this rule applies if none of the digit maps match. 
               For example, when a user enters "12345", the UA might 
               send the request to "sip:12345@proxy.com;user=phone" 
               after the user presses the OK key. 
                
     3.7. SIP Timer Settings 

               The parameters for SIP (like timer T1) and other related 
               settings MAY be indicated. An example of usage would be 
               the reduction of the DNS SRV failover time. 
               Example: SIPTimer="t1=100;unit=ms" 
               Note: The timer settings can be included in the digit 
               map. 
                
     3.8. Audio Codecs 

               In some cases operators want to control which codecs MAY 
               be used in their network. The desired subset of codecs 
               supported by the device SHOULD be configurable along 
               with the order of preference. Service providers SHOULD 
               have the possibility of plugging in their own codecs of 
               choice. The codec settings MAY include the packet length 
               and other parameters like silence suppression or comfort 
               noise generation. 
               The set of available codecs will be used in the codec 
               negotiation according to RFC 3264 [12]. 
               Example: Codecs="speex/8000;ptime=20;cng=on, 
               gsm;ptime=30" 
               The settings MUST include hints about privacy for audio 
               using SRTP that either mandate or encourage the usage of 
               secure RTP. 
               Example: SRTP="mandatory" 
                

      
      
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     3.9. DTMF Method 

               Keyboard interaction can be indicated with in-band tones 
               or preferable with out-of-band RTP packets (RFC 2833) 
               [11]. The method for sending these events SHOULD be 
               configurable with the order of precedence. Settings MAY 
               include additional parameters like the content-type that 
               should be used. 
               Example: DTMFMethod="INFO;type=application/dtmf, 
               RFC2833", [11]. 
                
     3.10. Local and Regional Parameters 

               Certain settings are dependent upon the regional 
               location for the daylight saving time rules and for the 
               time zone.   
               Time Zone and UTC Offset: A time zone MAY be specified 
               for the user. Where one is specified; it SHOULD use the 
               schema used by the Olson Time One database [33]. 
               Examples of the database naming scheme are Asia/Dubai or 
               America/Los Angeles where the first part of the name is 
               the continent or ocean and the second part is normally 
               the largest city on that time-zone. Optional parameters 
               like the UTC offset may provide additional information 
               for UA that are not able to map the time zone 
               information to a internal database.  
               Example: TimeZone="Asia/Dubai;offset=7200" 
                
     3.11. Time Server 

               A time server SHOULD be used. DHCP is the preferred way 
               to provide this setting. Optional parameters may 
               indicate the protocol that SHOULD be used for 
               determining the time. If present, the DHCP time server 
               setting has higher precedence than the time server 
               Setting. 
               Example: TimeServer="12.34.5.2;protocol=NTP" 
                
     3.12. Language 

               Setting the correct language is important for simple 
               installation around the globe.  
               A language Setting SHOULD be specified for the whole 
               device. Where it is specified it MUST use the codes 
               defined in RFC 3066 [34] to provide some predictability. 
               Example: Language="de" 
               It is recommended to set the Language as writable, so 
               that the user MAY change this. This setting SHOULD NOT 
               be AOR related. 
      
      
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               A SIP UA MUST be able to parse and accept requests 
               containing international characters encoded as UTF-8 
               even if it cannot display those characters in the user 
               interface. 
                
     3.13. Inbound Authentication  

               SIP allows a device to limit incoming signaling to those 
               made by a predefined set of authorized users from a list 
               and/or with valid passwords. Note that the inbound proxy 
               from most service providers may also support the 
               screening of incoming calls, but in some cases users may 
               want to have control in the SIP telephony device for the 
               screening.      
               A device SHOULD support the setting as to whether 
               authentication (on the device) is required and what type 
               of authentication is required. 
               Example: InboundAuthentication="digest;pattern=*" 
               If inbound authentication is enabled then a list of 
               allowed users and credentials to call this device MAY be 
               used by the device. The credentials MAY contain the same 
               data as the credentials for an AOR (i.e. URL, user, 
               password digest and domain). This applies to SIP control 
               signaling as well as call initiation.  
                
     3.14. Voice Message Settings 

               Various voice message settings require the use of URI's 
               as specified in RFC 3087 [35]. 
               The message waiting indicator (MWI) address setting 
               controls where the client SHOULD SUBSCRIBE to a voice 
               message server and what MWI summaries MAY be displayed 
               [43]. 
               Example: MWISubscribe="sip:mailbox01@media.proxy.com" 
               User Agents SHOULD accept MWI information carried by SIP 
               MESSAGE without prior subscription. This way the setup 
               of voice message settings can be avoided. 
                
     3.15. Phonebook and Call History 

               UA SHOULD have a phonebook and keep a history of recent 
               calls. The phonebook SHOULD save the information in 
               permanent memory that keeps the information even after 
               restarting the device or save the information in an 
               external database that permanently stores the 
               information. 
                


      
      
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     3.16. User Related Settings and Mobility 

               A device MAY specify the user which is currently 
               registered on the device. This SHOULD be an address-of-
               record URL specified in an AOR definition.   
               The purpose of specifying which user is currently 
               assigned to this device is to provide the device with 
               the identity of the user whose settings are defined in 
               the user section. This is primarily interesting with 
               regards to user roaming. Devices MAY allow users to 
               sign-on to them and then request that their particular 
               settings be retrieved. Likewise a user MAY stop using a 
               device and want to disable their AOR while not present. 
               For the device to understand what to do it MUST have 
               some way of identifying users and knowing which user is 
               currently using it. By separating the user and device 
               properties it becomes clear what the user wishes to 
               enable or to disable.     
               Providing an identifier in the configuration for the 
               user gives an explicit handle for the user. For this to 
               work the device MUST have some way of identifying users 
               and knowing which user is currently assigned to it.      
               One possible scenario for roaming is an agent who has 
               definitions for several AOR (e.g. one or more personal 
               AOR and one for each executive for whom the 
               administrator takes calls) that they are registered for. 
               If the agent goes to the copy room they would sign-on to 
               a device in that room and their user settings including 
               their AOR would roam with them. The alternative to this 
               is to require the agent to individually configure all of 
               the AORs individually (this would be particularly 
               irksome using standard telephone button entry).   
               The management of user profiles, aggregation of user or 
               device AOR and profile information from multiple 
               management sources are configuration server concerns 
               which are out of the scope of this document. However the 
               ability to uniquely identify the device and user within 
               the configuration data enables easier server based as 
               well as local (i.e. on the device) configuration 
               management of the configuration data. 
                
     3.17. AOR Related Settings 

               SIP telephony devices MUST use the Address of Record 
               (AOR) related settings, as specified here. 
               There are many properties which MAY be associated with 
               or SHOULD be applied to the AOR or signaling addressed 
               to or from the AOR. AORs MAY be defined for a device or 
               a user of the device. At least one AOR MUST be defined 
      
      
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               in the settings, this MAY pertain to either the device 
               itself or the user.    
               Example: AOR="sip:12345@proxy.com" 
               It MUST be possible to specify at least one set of 
               domain, user name and authentication credentials for 
               each AOR. The user name and authentication credentials 
               are used for authentication challenges. 
                
     3.18. Maximum Connections 

               A setting defining the maximum number of simultaneous 
               connections that a device can support MUST be used by 
               the device. The end point might have some maximum limit, 
               most likely determined by the media handling capability. 
               The number of simultaneous connections may be also 
               limited by the access bandwidth, such as of DSL, cable 
               and wireless users. Other optional settings MAY include 
               the enabling or disabling of call waiting indication. 
               A SIP telephony device MAY support at least two 
               connections for three-way conference calls that are 
               locally hosted. 
               Example: MaximumConnections="2;cwi=false;bw=128". See 
               the recent work on connection reuse [74] and the 
               guidelines for connection oriented transport for SIP 
               [75]. 
     3.19. Automatic Configuration and Upgrade 

               Automatic SIP telephony device configuration SHOULD use 
               the processes and requirements described in [60]. 
               The user name or the realm in the domain name SHOULD be 
               used by the configuration server to automatically 
               configure the device for individual or group specific 
               settings, without any settings by the user. 
               Image and service data upgrades SHOULD also not require 
               any settings by the user. 
                
     3.20. Security Configurations 

               The device configuration usually contains sensitive 
               information that MUST be protected. Examples include 
               authentication information, private address books and 
               call history entries. Because of this, it is RECOMMENDED 
               to use an encrypted transport mechanism for 
               configuration data. Where devices use HTTP this could be 
               TLS [36]. 
               For devices which use FTP or TFTP for content delivery 
               this can be achieved using symmetric key encryption.    
               Access to retrieving configuration information is also 
               an important issue. A configuration server SHOULD 
      
      
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               challenge a subscriber before sending configuration 
               information. 
               The configuration server SHOULD NOT include passwords 
               through the automatic configuration process. Users 
               SHOULD enter the passwords locally. 
                
     4. Security Considerations 

     4.1. Threats and Problem Statement 

        While section 2.11  states the minimal security requirements 
        and NAT/firewall traversal that have to be met respectively by 
        SIP telephony devices, developers and network managers have to 
        be aware of the larger context of security for IP telephony, 
        especially for those scenarios where security may reside in 
        other parts of SIP enabled networks. 
        Users of SIP telephony devices are exposed to many threats [61] 
        that include but are not limited to fake identity of callers, 
        telemarketing, spam in IM, hijacking of calls, eavesdropping, 
        learning of private information such as the personal phone 
        directory, user accounts and passwords and the personal calling 
        history. Various DOS attacks are possible, such as hanging up 
        on other people"s conversations or contributing to DOS attacks 
        of others. 
        Service providers are also exposed to many types of attacks 
        that include but are not limited to theft of service by users 
        with fake identities, DOS attacks and the liabilities due to 
        theft of private customer data and eavesdropping in which 
        poorly secured SIP telephony devices or especially 
        intermediaries such as stateful back-to-back user agents with 
        media (B2BUA) may be implicated. 
        SIP security is a hard problem for several reasons: 
         
          . Peers can communicate across domains without any pre-
             arranged trust relationship,  
          . There may be many intermediaries in the signaling path,  
          . Multiple endpoints can be involved in such telephony 
             operations as forwarding, forking, transfer or 
             conferencing, 
          . There are seemingly conflicting service requirements when 
             supporting anonymity, legal intercept, call trace and 
             privacy, 
          . Complications arise from the need to traverse NATs and 
             firewalls. 
         
        There are a large number of deployment scenarios in enterprise 
        networks, using residential networks and employees using VPN 
        access to the corporate network when working from home or on 
        travel. There are different security scenarios for each. The 
      
      
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        security expectations are also very different, say within an 
        enterprise network or when using a laptop in a public wireless 
        hotspot and it is beyond the scope of this memo to describe all 
        possible scenarios in detail. 
        The authors believe that adequate security for SIP telephony 
        devices can be best implemented within protected networks, be 
        they private IP networks or service provider SIP enabled 
        networks where a large part of the security threats listed here 
        are dealt with in the protected network. A more general 
        security discussion that includes network based security 
        features, such as network based assertion of identity [37] and 
        privacy services [38] are outside the scope of this memo, but 
        must be well understood by developers, network managers and 
        service providers. 
        In the following some basic security considerations as 
        specified in RFC 3261 are discussed as they apply for SIP 
        telephony devices. 
         
     4.2. SIP Telephony Device Security 

        Transport Level Security 
               SIP telephony devices that operate outside the perimeter 
               of secure private IP networks (this includes 
               telecommuters and roaming users) MUST use TLS [36] to 
               the outgoing SIP proxy for protection on the first hop. 
               SIP telephony devices that use TLS must support SIPS in 
               the SIP headers. 
               Supporting large numbers of TLS channels to endpoints is 
               quite a burden for service providers and may therefore 
               constitute a premium service feature. 
                
        Digest Authentication 
               SIP telephony devices MUST support digest authentication 
               to register with the outgoing SIP registrar. This 
               assures proper identity credentials that can be conveyed 
               by the network to the called party. It is assumed that 
               the service provider that operates the outgoing SIP 
               registrar has an adequate trust relationship with their 
               users and knows its customers well enough (identity, 
               address, billing relationship, etc.). The exceptions are 
               users of prepaid service. SIP telephony devices that 
               accept prepaid calls MUST place "unknown" in the "From" 
               header. 
                
        End User Certificates 
               SIP telephony devices MAY store personal end user 
               certificates that are part of some PKI [39] service for 
               high security identification to the outgoing SIP 
               registrar as well as for end to end authentication. SIP 
      
      
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               telephony devices equipped for certificate based 
               authentication MUST also store a key ring of 
               certificates from public certificate authorities (CA"s). 
               Note the recent work in the IETF on certificate services 
               that do not require the telephony devices to store 
               certificates [69]. 
                
        End-to-End Security Using S/MIME 
               S/MIME [40] MUST be supported by SIP telephony devices 
               to sign and encrypt portions of the SIP message that are 
               not strictly required for routing by intermediaries. 
               S/MIME protects private information in the SIP bodies 
               and in some SIP headers from intermediaries. The end 
               user certificates required for S/MIME assure the 
               identity of the parties to each other. Note: S/MIME need 
               not be used though in every call. 
                
     4.3. Privacy 

        Media Encryption 
               Secure RTP (SRTP) [41] MAY be used for the encryption of 
               media such as audio, text and video, after the keying 
               information has been passed by SIP signaling. 
               Instant messaging MAY be protected end-to-end using 
               S/MIME. 
                
     4.4. Support for NAT and Firewall Traversal 

               The various NAT and firewall traversal scenarios require 
               support in telephony SIP devices. The best current 
               practices for NAT traversal for SIP are reviewed in 
               [63]. Most scenarios where there are no SIP enabled 
               network edge NAT/firewalls or gateways in the enterprise 
               can be managed if there is a STUN [32] client in the SIP 
               telephony device and a STUN server on the Internet, 
               maintained by a service provider. In some exceptional 
               cases (legacy symmetric NAT) an external media relay 
               must also be provided that can support the TURN protocol 
               exchange [62] with SIP telephony devices. Media relays 
               such as TURN come at a high bandwidth cost to the 
               service provider, since the bandwidth for many active 
               SIP telephony devices must be supported. Media relays 
               may also introduce longer paths with additional delays 
               for voice.  
               Due to these disadvantages of media relays, it is 
               preferable to avoid symmetric and non-deterministic 
               NAT"s in the network, so that only STUN can be used, 
               where required. Reference [73] deals in more detail how 
               NAT has to 'behave'. 
      
      
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               It is not always obvious to determine the specific NAT 
               and firewall scenario under which a SIP telephony device 
               may operate.  
               For this reason, the support for Interactive 
               Connectivity Establishment (ICE) [76] has been defined 
               to be deployed in all devices that required end-to-end 
               connectivity for SIP signaling and RTP media streams, as 
               well as for streaming media using RTSP. ICE makes use of 
               existing protocols, such as STUN and TURN. 
                
        Call flows using SIP security mechanisms 
               The high level security aspects described here are best 
               illustrated by inspecting the detailed call flows using 
               SIP security, such as in [64]. 
                
       Security enhancements, certificates and identity management 
               As of this writing, recent work in the IETF deals with 
               the SIP authenticated body (AIB) format [66], new S/MIME 
               requirements [67] enhancements for the authenticated 
               identity [68], and Certificate Management Services for 
               SIP [69]. We recommend developers and network managers 
               to follow this work as it will develop into IETF 
               standards. 
                
     5. IANA Considerations 

        This document has no actions for IANA. 

     6. Acknowledgments 

        Mary Barnes has kindly made a very detailed review on version 
        04 that has contributed to significantly improving the 
        document. Useful comments on version 05 have also been made by 
        Ted Hardie, David Kessens, Russ Housley and Harald Alvestrand 
        that are reflected in this version of the document.  
        We would like to thank Jon Peterson for very detailed comments 
        on the previous version 0.3 that has prompted the rewriting of 
        much of this document. John Elwell has contributed with many 
        detailed comments to version of the 04 of the draft. Rohan Mahy 
        has contributed several clarifications to the document and 
        leadership in the discussions on support for the hearing 
        disabled. These discussions have been concluded during the BOF 
        on SIP Devices held during the 57th IETF and the conclusions 
        are reflected in the section on interactive text support for 
        hearing or speech disabled users.  
        Arnoud van Wijk and Guido Gybels have been instrumental in 
        driving the specification for support of the hearing disabled.  
        The authors would also like to thank numerous persons for 
        contributions and comments to this work: Henning Schulzrinne, 
      
      
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        Jorgen Bjorkner, Jay Batson, Eric Tremblay, Gunnar Hellstrom, 
        David Oran and Denise Caballero McCann, Brian Rosen, Jean 
        Brierre, Kai Miao, Adrian Lewis and Franz Edler. Jonathan 
        Knight has contributed significantly to earlier versions of the 
        requirements for SIP phones. Peter Baker has also provided 
        valuable pointers to TIA/EIA IS 811 requirements to IP phones 
        that are referenced here. 
        Last but not least, the co-authors of the previous versions, 
        Daniel Petrie and Ian Butcher have provided support and 
        guidance all along in the development of these requirements. 
        Their contributions are now the focus of separate documents. 
         
     7. Changes from Previous Versions 

        Changes from draft raft-sinnreich-sipdev-req-05  

        Updated the references and made edits as suggested by Mary 
        Barnes and from comments by Russ Housley, David Kessen and Ted 
        Hardie. 

        Changes from draft-sinnreich-sipdev-req-05 

          . Added edits on text over IP has suggested by Gunnar 
             Hellstrom and Jon Peterson. 

        Changes from draft-sinnreich-sipdev-req-04 

          . Removed the section on IANA Considerations that was meant 
             to register the event package for automatic configuration, 
             since this topic is now dealt elsewhere in [60]. 

          . Removed the reference to RFC 791, since that is implied by 
             referencing the DiffServ code points in RFC 2597 [22]. 

          . Reviewed and tightened the language based on comments by 
             John Elwell. 

        Changes from draft-sinnreich-sipdev-req-03  

           . Version 03 of the memo is focused more narrowly on SIP 
           telephony device requirements and configuration only.   

           . Automatic configuration over the network has been ommitted 
           since it is addressed separately in [60].   

           . The section with the example with XML based configuration 
           data has been omitted, since such data formats are different 
           topic altogether.   

      
      
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           . The section on security considerations has been re-written 
           from scratch so as to keep up with recent work on SIP 
           security, and such items as user identity, certificates, 
           S/MIME and the SIP Authenticated Body (AIB) format.  

        Changes to -02 since draft-sinnreich-sipdev-req-01  

           . Re-edited the section on Interactive text support for 
           hearing or speech disabled users.  

           . Shortened the sections on phonebook, call history and line 
           related settings.  

           . Deleted the section on ringer behavior.  

           . Updated and added references. 

          
     8. References 

        Note: The references provided here should be considered 
        informative, since this is an informational memo. Also, as of 
        this writing, some references are work in progress at the IETF. 
        As a result the version number on some key draft may be 
        obsolete at the time of reading this memo and other Internet 
        Drafts are advanced to RFC status. 

        [1] Scott Bradner: "The Internet Standards Process, Revision 
        3", RFC 2026. IETF, October 1996. 

        [2] Scott Bradner: "Key words for use in RFCs to Indicate 
        Requirement Levels", RFC 2119, IETF, 1997.  
         
        [3] J. Rosenberg et. al: "SIP: Session Initiation Protocol", 
        RFC 3261. IETF, June 2002. 
         
        [4] R. Droms:: "Dynamic Host Configuration Protocol", RFC 2131. 
        IETF, March 1997. 
         
        [5] D. Mills: "Simple Network Time Protocol (SNTP) Version 4 
        for IPv4 and IPv6 and OSI" RFC 2030. IETF, October 1996. 
         
        [6] J. Rosenberg and H. Schulzrinne: "Session Initiation 
        Protocol (SIP): Locating SIP Servers", RFC 3263. IETF, June 
        2002. 
         
        [7] J.Peterson "ENUM Service Registration for Session 
        Initiation Protocol (SIP) Address of Record", RFC 3764. IETF, 
        April 2004. 
      
      
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        [8] R J. Peterson: "A Privacy Mechanism for the Session 
        Initiation Protocol", RFC 3323. IETF, November 2002.  
         
        [9] H. Schulzrinne: "The tel URI for Telephone Numbers", RFC 
        3966. IETF, December 2004. 
         
        [10] R. Sparks: "The Session Initiation Protocol (SIP) Refer 
        Method", RFC 3515. IETF, April 2003. 
         
        [11] H. Schulzrinne and S. Petrack: RTP Payload for DTM Digits, 
        Telephony Tones and Telephony Signals", RFC 2833. IETF, May 
        2000.  

        [12] J. Rosenberg and H. Schulzrinne: "An Offer/Answer Model 
        with the Session Description Protocol (SDP)", RFC 3264. IETF, 
        June 2002.  
         
        [13] S. Casner and P. Hoschka: S. "MIME Type Registration of 
        RTP Payload Formats", RFC 3555. IETF, July 2003. 
         
        [15] A. Johnston et al: "Session Initiation Protocol (SIP) 
        Basic Call Flow Examples", RFC 3665. IETF, December 2003. 
         
        [14] G. Camarillo et al: "Grouping ,of Media Lines in the 
        Session Description Protocol (SDP)" RFC 3388. IETF, December 
        2002. 
          
        [16] A. Johnston: "Session Initiation Protocol (SIP) Public 
        Switched Telephone Network (PSTN) Call Flows", RFC 3666. IETF, 
        December 2003. 
         
        [17] J. Rosenberg et al: "Best Current Practices for Third 
        Party Call Control (3pcc) in the Session Initiation Protocol 
        (SIP)", RFC 3725. IETF, April 2004. 
         
        [18] N. Charlton et al: "User Requirements for the Session 
        Initiation Protocol (SIP) in Support of Deaf, Hard of Hearing 
        and Speech-impaired Individuals". RFC 3351. IETF, August 2002.  
         
        [19] M. Handley and V. Jacobson: "SDP: Session Description 
        Protocol", RFC 2327. IETF, April 1998.  
         
        [20] H. Schulzrinne et al: "RTP: A Transport Protocol for Real-
        Time Applications", RFC 3550. IETF, July 2003. 
          
        [21] T. Friedman et al: "RTP Control Protocol Extended Reports 
        (RTCP XR)", RFC 2611. IETF, November 2003. 
          
      
      
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        [22] J. Heinanen et al: "Assured Forwarding PHB Group", RFC 
        2597. IETF, June 1999.  
         
        [23] R. Braden et al: "Resource ReSerVation Protocol (RSVP)- 
        Version 1 Functional Specification", RFC 2205. IETF, September 
        1997.  
         
        [24] H. Schulzrinne and S. Casner: "RTP Profile for Audio and 
        Video Conferences with Minimal Control", RFC 3551. IETF, July 
        2003. 
         
        [25] ITU-T Recommendation G.711 available online from the ITU 
        bookstore at http://www.itu.int. 
         
        [26] S.V. Anderson et al: "Internet Low Bit Rate Codec", RFC 
        3951. IETF, December 2004.   
         
        [27] R A. Duric: "RTP Payload Format for iLBC Speech", RFC 
        3952. IETF, December 2004.  
         
        [28] G. Herlein et al.: "RTP Payload Format for the Speex 
        Codec", draft-herlein-avt-rtp-speex-00.txt, IETF, March 2003. 
         
        [29] TIA/EIA-810-A, "Transmission Requirements for Narrowband 
        Voice over IP and Voice over PCM Digital Wireline Telephones", 
        July 2000. 
          
        [30] TIA-EIA-IS-811, "Terminal Equipment - Performance and 
        Interoperability Requirements for Voice-over-IP (VoIP) Feature 
        Telephones", July 2000.  
         
        [31] ITU-T Recommendation G.177 available online from the ITU 
        bookstore at http://www.itu.int 
         
        [32] J. Rosenberg et al: "STUN - Simple Traversal of User 
        Datagram Protocol (UDP) Through Network Address Translators 
        (NATs)" RFC 3489. IETF, March 2003.  
         
        [33] P. Eggert, "Sources for time zone and daylight saving time 
        data." Available at http://www.twinsun.com/tz/tz-link.htm  
         
        [34] H. Alvestrand: "Tags for the Identification of Languages" 
        RFC 3066. IETF, January 2001.  
         
        [35] B. Campbell and R. Sparks: "Control of Service Context 
        using SIP Request-URI" RFC 3087. IETF, April 2001.  
         
        [36] T. Dierks: "The TLS protocol Version 1.0" RFC 2246. IETF, 
        January 1999.  
      
      
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        [37] C. Jennings et al: "Private Extensions to the Session 
        Initiation Protocol (SIP) for Asserted Identity within Trusted 
        Networks ", RFC 3325. IETF, November 2002.  
         
        [38] J. Peterson: "A Privacy Mechanism for the Session 
        Initiation Protocol (SIP)", RFC 3323. IETF, Nov. 2002. 
         
        [39] S. Chokhani et al: "Internet X.509 Public Key 
        Infrastructure, Certificate Policy and Certification Practices 
        Framework" RFC 3647. IETF, Nov. 2003. 
         
        [40] B. Ramsdell: "S/MIME Version 3 Message Specification" RFC 
        2633. IETF, June 1999.  
         
        [41] M. Baugher et al: "The Secure Real-time Transport Protocol 
        (SRTP)", RFC 3711. IETF March 2004.  
         
        [42] Mahy, R. et al: "A Call Control and Multi-party usage 
        framework for the Session Initiation  Protocol (SIP)", draft-
        ietf-sipping-cc-framework-02. March 2003. 
        http://www.softarmor.com/wgdb/docs/draft-ietf-sipping-cc-
        framework-02.html  
         
        [43] R. Mahy: "A Message Summary and Message Waiting Indication 
        Event Package for the Session Initiation Protocol (SIP)", RFC 
        3842. IETF, August 2004. 
         
        [44] J. Peterson: "Telephone Number Mapping (ENUM) Service 
        Registration for Presence Services". RFC 3953. IETF, January 
        2005. 
         
        [45] S. Olson and O. Levin: "REFER extensions",draft-olson-
        sipping-refer-extensions-02,IETF July 2004. 
         
        [46] A. Johnston: "SIP Service Examples", draft-ietf-sipping-
        service-examples-07, IETF July 2004. Work in progress. 
         
        [47] A. Johnston et al: "Session Initiation Protocol (SIP) 
        Basic Call Flow Examples" RFC 3665. IETF, December 2003.  
         
        [48] A. Johnston and O. Levin: "Session Initiation Protocol 
        Call Control - Conferencing for User Agents", draft-ietf-
        sipping-cc-conferencing-06.txt, IETF, November 2004, work in 
        progress. 
         
        [49] R. Even and N. Ismail: "Conferencing Scenarios" draft-
        ietf-xcon-conference-scenarios-02.txt, IETF, June 2004. 
         
      
      
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        [50] J. Rosenberg et al: "Session Initiation Protocol (SIP) 
        Extension for Instant Messaging", RFC 3428. IETF, December 
        2002. 
         
        [51] H. Schulzrinne et al.: "RPID: Rich Presence Extensions to 
        the Presence Information Data Format (PIDF)", draft-ietf-
        simple-rpid-04, IETF, October 2004. 
         
        [52] J. Rosenberg et al: "Indicating User Agent Capabilities in 
        the Session Initiation Protocol (SIP)" RFC 3840. IETF, August 
        2004. 
          
        [53] H. Schulzrinne and B. Rosen: "Emergency Services for 
        Internet Telephony Systems", draft-schulzrinne-sipping-
        emergency-arch-02, IETF, October 2004. Work in progress. 
         
        [54] See the Working Group on Emergency Context Resolution with 
        Internet Technologies at 
        http://www.ietf.org/html.charters/ecrit-charter.html 
         
        [55] H. Schulzrinne and J. Polk: "Communications Resource 
        Priority for the Session Initiation Protocol", IETF, draft-
        ietf-sip-resource-priority-05, October 2004. 
         
        [56] G. Hellstrom and P. Jones: "RTP Payload for Text 
        Conversation", draft-ietf-avt-rfc2793bis-09.txt, IETF, August 
        2004, work in progress.  
         
        [57] A. Johnston: "A Performance Report Event Package For SIP", 
        draft-johnston-sipping-rtcp-summary-04, IETF, October 2004. 
        Work in progress. 

        [58] C. Jennings: "NAT Classification Results using STUN", 
        draft-jennings-midcom-stun-results-02, IETF, October 2004. Work 
        in progress. 
         
        [59] J. Rosenberg: "A Presence Event Package for the Session 
        Initiation Protocol (SIP)", RFC 3856. IETF, October 2004. 

        [60] D. Petrie: "A Framework for SIP User Agent Profile 
        Delivery", draft-ietf-sipping-config-framework-05.txt, IETF, 
        October 2004. 
         
        [61] C. Jennings: "SIP Tutorial: SIP Security" presented at the 
        VON Spring 2004 conference, March 29, 2004, Santa Clara, CA. 
         
        [62] J. Rosenberg et al.: "Traversal Using Relay NAT (TURN)", 
        draft-rosenberg-midcom-turn-06.txt, IETF, October. 2004, work 
        in progress.  
      
      
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        [63] C. Boulton and J. Rosenberg: "Best Current Practices for 
        NAT Traversal for SIP", IETF, October 2004, work in progress.   
         
        [64] C. Jennings: "Example call flows using SIP security 
        mechanisms", draft-jennings-sip-sec-flows-01, IETF, February 
        2004. 
         
        [65] J. Rosenberg et al: "Caller Preferences for the Session 
        Initiation Protocol (SIP)", RFC 3841. IETF, August 2004. 

        [66] J. Peterson: "Session Initiation Protocol (SIP) 
        Authenticated Identity Body (AIB) Format", RFC 3893. IETF, 
        September 2004. 

        [67] J. Peterson: "S/MIME AES Requirements for SIP" draft-ietf-
        sip-smime-aes, IETF, June 2003.  
         
        [68] J. Peterson and C. Jennings: "Enhancements for 
        Authenticated Identity Management in the Session Initiation 
        Protocol (SIP)", draft-ietf-sip-identity, May 2004. 
         
        [69] J. Peterson and C. Jennings: "Certificate Management 
        Services for SIP", draft-sipping-certs, October 2004. 
         
        [70] G. Hellstrom and P. Jones: "RTP Payload for Text 
        Conversation", RFC 2793bis. Internet Draft. Work in progress. 
        draft-ietf-avt-rfc2793bis-09.txt, IETF, August 2004. 
          
        [71] G. Camarillo: "The Early Session Disposition Type for the 
        Session Initiation Protocol (SIP)", RFC 3959. IETF, December 
        2004. 

        [72] "D. Wing: "Symmetric RTP and RTCP Considered Helpful". 
        IETF, October 2004, work in progress. 

        [73] F. Audet and C. Jennings: "NAT Behavioral Requirements for 
        Unicast UDP". IETF, January 2005, work in progress. 

        [74] R. Mahy: "Connection Reuse in the Session Initiation 
        Protocol (SIP)". IETF, October 2004. Work in progress. 

        [75] C. Boulton et al: "Guidelines for implementers using 
        connection-oriented transports in the Session Initiation 
        Protocol (SIP)". IETF, February 2005. Work in progress. 

        [76] J. Rosenberg: "Interactive Connectivity Establishment 
        (ICE): A Methodology for Network Address Translator (NAT) 

      
      
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        Traversal for Multimedia Session Establishment Protocols". 
        Internet Draft, IETF, October 2004. Work in progress. 

        [77] J. Polk: "Requirements for Session Initiation Protocol 
        Location Conveyance". Internet Draft. October 2004. Work in 
        progress.  

     9. Author's Addresses 

          Henry Sinnreich  
          Pulver.com  
          115 Broadhollow Road  
          Melville, NY 11747, USA  
          Email: henry@pulver.com 
          Phone : +1-631-961-8950  
         
          Steven Lass  
          MCI  
          1201 East Arapaho Road  
          Richardson, TX 75081, USA  
          Email: steven.lass@mci.com  
          Phone: +1-972-728-2363  
               
          Christian Stredicke   
          snom technology AG   
          Gradestrasse, 46                 
          D-12347 Berlin, Germany 
          Email: cs@snom.de  
          Phone: +49(30)39833-0   

     10. Copyright Notice 

      
        Copyright (C) The Internet Society (2005).  This document is      
        subject to the rights, licenses and restrictions contained in 
        BCP 78, and except as set forth therein, the authors retain 
        all their rights.    
         
        This document and the information contained herein are 
        provided on an "AS IS" basis and THE CONTRIBUTOR, THE 
        ORGANIZATION HE/SHE REPRESENTS OR IS SPONSORED BY (IF ANY), 
        THE INTERNET SOCIETY AND THE INTERNET ENGINEERING TASK FORCE 
        DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT 
        LIMITED TO ANY WARRANTY THAT THE USE OF THE INFORMATION HEREIN 
        WILL NOT INFRINGE ANY RIGHTS OR ANY IMPLIED WARRANTIES OF 
        MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. 
         
        The IETF takes no position regarding the validity or scope of 
        any Intellectual Property Rights or other rights that might be 
      
      
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        claimed to pertain to the implementation or use of the 
        technology described in this document or the extent to which 
        any license under such rights might or might not be available; 
        nor does it represent that it has made any independent effort 
        to identify any such rights.  Information on the procedures 
        with respect to rights in RFC documents can be found in BCP 78 
        and BCP 79. 
         
              Copies of IPR disclosures made to the IETF Secretariat 
        and any assurances of licenses to be made available, or the 
        result of an attempt made to obtain a general license or 
        permission for the use of such proprietary rights by 
        implementers or users of this specification can be obtained 
        from the IETF on-line IPR repository at 
        http://www.ietf.org/ipr. 
         
              The IETF invites any interested party to bring to its 
        attention any copyrights, patents or patent applications, or 
        other proprietary rights that may cover technology that may be 
        required to implement this standard.  Please address the 
        information to the IETF at ietf-ipr@ietf.org.  
          
           


























      
      
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