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[OTA] Update OTA Requestor cluster README (#17156)
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carol-apple authored and pull[bot] committed Dec 19, 2023
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154 changes: 120 additions & 34 deletions src/app/clusters/ota-requestor/README.md
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This is an implementation of the Matter OTA Requestor functionality that can be
used by Matter applications for OTA software updates

## Steps for including the OTA Requestor functionality in a Matter application
## Design Overview

- Enable the OTA Requestor Server cluster and the OTA Provider cluster in the
application
There are various components defined to support OTA software updates. The Matter
SDK supplies the default implementation to all components. If so desired, a
custom implementation may be used to replace the default implementation.

- Explicitly list all the source files in `src/app/clusters/ota-requestor` in
the application's make/build file. See for example
`examples/ota-requestor-app/ota-requestor-common/BUILD.gn`
### OTARequestorInterface

- Implement a class derived from `OTARequestorDriver`, see for example
`LinuxOTARequestorDriver`. This class would typically be a part of the
application.
This is an interface for processing the core requestor logic. This includes
sending commands to the OTA Provider cluster as well as handling the responses
for those commands. This component also maintains the server attributes for the
OTA Requestor cluster.

- In the application initialization logic create an instance of the
`OTARequestor` class and register it through `SetRequestorInstance()`.
Create an instance of the `OTARequestorDriver` implementation and connect it
to the `OTARequestor` object by calling
`OTARequestor::SetOtaRequestorDriver()`
`DefaultOTARequestor` class is the default implementation of this interface. Any
custom implementation should reside under `examples/platform/<platform-name>`.

- Implement a class derived from `OTAImageProcessorInterface`, see for example
`LinuxOTAImageProcessor`. This class would typically be a part of the
platform.
### OTARequestorDriver

- In the application initialization logic create an instance of the
`BDXDownloader` class. Create an instance of the
`OTAImageProcessorInterface`-derived implementation (e.g.
`LinuxOTAImageProcessor`) and connect it to the `BDXDownloader` object by
calling `BDXDownloader::SetImageProcessorDelegate()`
This is an interface for using/driving the `OTARequestorInterface`. This
component determines the next action to take based on the current status
returned by `OTARequestorInterface`. For instance, after `OTARequestorInterface`
receives a QueryImageResponse that an update is available, it informs
`OTARequestorDriver` which then decides whether it is ready to immediately start
the download or to wait on some conditions.

- See `examples/ota-requestor-app/linux/main.cpp` for an example of the
initialization code discussed above
`DefaultOTARequestorDriver` class is the default implementation of this
interface. Any custom implementation should reside under
`examples/platform/<platform-name>`.

- Implement application- and platform-specific logic related to image download
and update such as platform-specific image storage and validation,
application-specific logic for triggering image query and applying the
downloaded image, etc.
Please note the following implementation choices in the default implementation:

- The interface between the core OTA Requestor functionality and the
platform/application logic is realized through the virtual functions of
`OTARequestorDriver` and `OTAImageProcessorInterface` and through the
application interface methods of `OTARequestor` and `BDXDownloader`.
- Upon being notified that an update is available, the image is
unconditionally downloaded
- Upon being notified that the provider is busy, a max number of retries is
attempted before the next provider in the default OTA provider list (if one
exists) is attempted
- Upon being notified that an update is not available, querying of the next
provider in the default OTA Provider list (if one exists) is attempted
- Upon being notified that an update has been downloaded, the request to apply
the image is immediately sent to the provider
- Upon being notified that the update may proceed after download, the image is
unconditionally applied via the `OTAImageProcessorInterface`
- Upon being notified that the update should be discontinued after download,
the entire process is aborted
- Upon a first time boot into a newly applied image, if the image can be
confirmed, the provider is immediately notified of the update being applied
successfully
- If an existing OTA update is already in progress, any new attempts to query
will be denied
- A periodic query is attempted every 24 hours, unless overridden
- The periodic query timer starts whenever `OTARequestorInterface` is in the
idle state

## Design Overview
### OTAImageProcessorInterface

This is a platform-agnostic interface for processing downloaded chunks of OTA
image data. The data could be raw image data meant for flash or metadata. This
component should interact with the `OTADownloader` to drive the download
process.

Each platform should provide an implementation of this interface which should
reside under `src/platform/<platform-name>`.

### OTADownloader

This is an interface for image download functionality over a particular
protocol. Each `DownloadProtocolEnum` supported should provide an implementation
of this interface.

To be completed..
`BDXDownloader` class is an implementation of this interface for the BDX
protocol.

### OTARequestorStorage

This is an interface for storing/loading persistent data related to OTA.

`DefaultOTARequestorStorage` class is the default implementation of this
interface. Any custom implementation should reside under
`examples/platform/<platform-name>`.

## Steps for including the OTA Requestor functionality in a Matter application

- Enable `Server` for the OTA Software Update Requestor cluster in the
application zap file
- Enable `Client` for the OTA Software Update Provider cluster in the
application zap file
- Implement OTA Requestor components:
- Use the `DefaultOTARequestor` class or implement a class derived from
`OTARequestorInterface`
- Use the `DefaultOTARequestorDriver` class or implement a class derived
from `OTARequestorDriver`
- Use the `BDXDownloader` class or implement a class derived from
`OTADownloader`
- Implement a class derived from `OTAImageProcessorInterface`
- Use the `DefaultOTARequestorStorage` class or implement a class derived
from `OTARequestorStorage`
- If using the default implementation of the interfaces defined above,
explicitly list all the source files in `src/app/clusters/ota-requestor` in
the application make/build file. For example: `src/app/chip_data_model.gni`.
Otherwise, list the source files where the component implementation reside.
- Explicitly list all the OTA platform specific files in `src/platform`. For
example: `src/platform/Linux/BUILD.gn`
- Instantiate and initialize each component in the application. For example,
in an application which uses the default implementation on the Linux
platform:
- Create an instance of the `DefaultOTARequestor` class
- Create an instance of the `DefaultOTARequestorDriver` class
- Create an instance of the `OTAImageProcessorImpl` class from
`src/platform/Linux/OTAImageProcessorImpl.h`
- Create an instance of the `BDXDownloader` class
- Create an instance of the `DefaultOTARequestorStorage` class
- Register the instance of `DefaultOTARequestor` through
`SetRequestorInstance()`
- Initialize the instance of `DefaultOTARequestorStorage` through
`DefaultOTARequestorStorage::Init`
- Connect the instances of `DefaultOTARequestorStorage`,
`DefaultOTARequestorDriver`, and `BDXDownloader` with the instance of
`DefaultOTARequestor` through `DefaultOTARequestor::Init`()
- Connect the instances of `DefaultOTARequestor` and
`OTAImageProcessorImpl` with the instance of `DefaultOTARequestorDriver`
through `DefaultOTARequestorDriver::Init`(). It is important that this
is performed after `DefaultOTARequestor::Init` as there are dependencies
that `DefaultOTARequestor` already has access to
`DefaultOTARequestorDriver` by the time this initialization occurs.
- Connect the instance of `BDXDownloader` with the instance of
`OTAImageProcessorImpl` through
`OTAImageProcessorImpl::SetOTADownloader`
- Connect the instance of `OTAImageProcessorImpl` with the instance of
`BDXDownloader` through `OTADownloader::SetImageProcessorDelegate`
- See `examples/ota-requestor-app/linux/main.cpp` for an example of the
initialization code above

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