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This thesis presents a domain-independent approach to dynamic system management using goals and policies. A goal is a general, high-level aim a system must continually work toward achieving. A policy is a statement of how a system should behave for a given set of detectable events and conditions. Combined, goals may be realised through the selection and execution of policies that contribute to their aims. In this manner, a system may be managed using a goal-directed, policy-based approach. The approach is a collection of related techniques and tools: a policy language and policy system, goal definition and refinement via policy selection, and conflict filtering among policies. Central to these themes, ontologies are used to model application domains, and incorporate domain knowledge within the system. The ACCENT policy system (Advanced Component Control Enhancing Network Technologies, http://www.cs.stir.ac.uk/accent) is used as a base for the approach, while goals and policies are defined using an extension of APPEL (Adaptable and Programmable Policy Environment and Language, http://www.cs.stir.ac.uk/appel). The approach differs from existing work in that it reduces system state, goals and policies to a numerical rather than logical form. This is more user-friendly as the goal domain may be expressed without any knowledge of formal methods. All developed techniques and tools are entirely domain-independent, allowing for reuse with other event-driven systems. The ability to express a system aim as a goal provides more powerful and proactive high-level management than was previously possible using policies alone. The approach is demonstrated and evaluated within this thesis for the domains of Internet telephony and sensor network/wind turbine management.

Living in an increasingly networked world, with an abundant number of services available to consumers, the consumer electronics market is enjoying a boom. The average consumer in the developed world may own several networked devices such as games consoles, mobile phones, PDAs, laptops and desktops, wireless picture frames and printers to name but a few. With this growing number of networked devices comes a growing demand for services, defined here as functions requested by a client and provided by a networked node. For example, a client may wish to download and share music or pictures, find and use printer services, or lookup information (e.g. train times, cinema bookings). It is notable that a significant proportion of networked devices are now mobile. Mobile devices introduce a new dynamic to the service discovery problem, such as lower battery and processing power and more expensive bandwidth. Device owners expect to access services not only in their immediate proximity, but further afield (e.g. in their homes and offices). Solving these problems is the focus of this research. This Thesis offers two alternative approaches to service discovery in Wide Area Networks (WANs). Firstly, a unique combination of the Session Initiation Protocol (SIP) and the OSGi middleware technology is presented to provide both mobility and service discovery capability in WANs. Through experimentation, this technique is shown to be successful where the number of operating domains is small, but it does not scale well. To address the issue of scalability, this Thesis proposes the use of Peer-to-Peer (P2P) service overlays as a medium for service discovery in WANs. To confirm that P2P overlays can in fact support service discovery, a technique to utilise the Distributed Hash Table (DHT) functionality of distributed systems is used to store and retrieve service advertisements. Through simulation, this is shown to be both a scalable and a flexible service discovery technique. However, the problems associated with P2P networks with respect to efficiency are well documented. In a novel approach to reduce messaging costs in P2P networks, multi-destination multicast is used. Two well known P2P overlays are extended using the Explicit Multi-Unicast (XCAST) protocol. The resulting analysis of this extension provides a strong argument for multiple P2P maintenance algorithms co-existing in a single P2P overlay to provide adaptable performance. A novel multi-tier P2P overlay system is presented, which is tailored for service rich mobile devices and which provides an efficient platform for service discovery.

Home automation is maturing with the increased deployment of networks and intelligent devices in the home. Along with new protocols and devices, new software services will emerge and work together releasing the full potential of networked consumer devices. Services may include home security, climate control or entertainment. With such extensive interworking the phenomenon known as service interaction, or feature interaction, appears. The problem occurs when services interfere with one another causing unexpected or undesirable outcomes. The main goal of this work is to detect undesired interactions between devices and services while allowing positive interactions between services and devices. If the interaction is negative, the approach should be able to handle it in an appropriate way. Being able to carry out interaction detection in the home poses certain challenges. Firstly, the devices and services are provided by a number of vendors and will be using a variety of protocols. Secondly, the configuration will not be fixed, the network will change as devices join and leave. Services may also change and adapt to user needs and to devices available at runtime. The developed approach is able to work with such challenges. Since the goal of the automated home is to make life simpler for the occupant, the approach should require minimal user intervention. With the above goals, an approach was developed which tackles the problem. Whereas previous approaches solving service interaction have focused on the service, the technique presented here concentrates on the devices and their surrounds, as some interactions occur through conflicting effects on the environment. The approach introduces the concept of environmental variables. A variable may be room temperature, movement or perhaps light. Drawing inspiration from the Operating Systems domain, locks are used to control access to the devices and environmental variables. Using this technique, undesirable interactions are avoided. The inclusion of the environment is a key element of this approach as many interactions can happen indirectly, through the environment. Since the configuration of a home’s devices and services is continually changing, developing an off-line solution is not practical. Therefore, an on-line approach in the form of an interaction manager has been developed. It is the manager’s role to detect interactions. The approach was shown to work successfuly. The manager was able to successfully detect interactions and prevent negative interactions from occurring. Interactions were detected at both device and service level. The approach is flexible: it is protocol independent, services are unaware of the manager, and the manager can cope with new devices and services joining the network. Further, there is little user intervention required for the approach to operate.