May 2010 New Participant Orientation Working Groups in Beijing 802.11/.15/.18/.19/.20/.22 Bob Heile, ZigBee Alliance

May 2010 Who we are OSI Reference Model Application Presentation Session Transport Network Data Link Physical Medium IEEE Project 802 LAN/MAN Standards Committee (aka IEEE 802 or LMSC) Develop LAN and MAN standards Mainly for link and physical layers of the network stack (exception IEEE 802.21) In operation since early 1980 IEEE 802 Bob Heile, ZigBee Alliance

IEEE Standards Association aka RevCom aka NesCom IEEE 802 is here: May 2010 IEEE Standards Association aka RevCom aka NesCom IEEE 802 is here: a standards committee formed by the Computer Society Bob Heile, ZigBee Alliance

May 2010 Some Terms WG - Working group – responsible for developing standards in an area TAG – Technical Advisory Group – experts on a topic area that crosses working groups – may develop a recommended practice. Task group or task force – a part of a working group which focuses on a particular project. Study group – a part of a working group which focuses on writing PARs and 5Cs PAR – project authorization request – the document that authorizes work on a project. 5C – The Five Criteria. Defines 1.) the broad market potential, 2.) Compatibility, 3.) Distinct Identity, 4.) Technical Feasibility, and 5.) Economic Feasibility of a proposed PAR CA – Coexistence Assurance document. Any wireless project must submit one of these to 802.19 prior to letter ballot. Demonstrates how this project will coexist with other 802 wireless standards Mike Lynch, MJ Lynch & Associates LLC Bob Heile, ZigBee Alliance

IEEE 802: Standardization Process May 2010 IEEE 802: Standardization Process TASK GROUPS STUDY GROUPS AD_HOC GROUPS IEEE 802 SPONSOR GROUP STANDARD WORKING GROUP Initial Idea for a standard or improvement to a standard Gain support, prepare and submit a PAR Debate Technology, Write a Draft Standard Review Draft, Approve or reject Rejected PAR Approved Passage Requires 75% or greater approval (Typically 95% Needed) ReVCom Bob Heile, ZigBee Alliance

IEEE SA Patent Policy Advise the WG attendees that: May 2010 Advise the WG attendees that: The IEEE’s patent policy is consistent with the ANSI patent policy and is described in Clause 6 of the IEEE-SA Standards Board Bylaws; Early identification of patent claims which may be essential for the use of standards under development is strongly encouraged; There may be Essential Patent Claims of which the IEEE is not aware. Additionally, neither the IEEE, the WG, nor the WG chair can ensure the accuracy or completeness of any assurance or whether any such assurance is, in fact, of a Patent Claim that is essential for the use of the standard under development. Instruct the WG Secretary to record in the minutes of the relevant WG meeting: That the foregoing information was provided and that slides 1 through 4 (and this slide 0, if applicable) were shown; That the chair or designee provided an opportunity for participants to identify patent claim(s)/patent application claim(s) and/or the holder of patent claim(s)/patent application claim(s) of which the participant is personally aware and that may be essential for the use of that standard Any responses that were given, specifically the patent claim(s)/patent application claim(s) and/or the holder of the patent claim(s)/patent application claim(s) that were identified (if any) and by whom. The WG Chair shall ensure that a request is made to any identified holders of potential essential patent claim(s) to complete and submit a Letter of Assurance. It is recommended that the WG chair review the guidance in IEEE-SA Standards Board Operations Manual 6.3.5 and in FAQs 12 and 12a on inclusion of potential Essential Patent Claims by incorporation or by reference. Note: WG includes Working Groups, Task Groups, and other standards-developing committees with a PAR approved by the IEEE-SA Standards Board. Bob Heile, ZigBee Alliance

Participants, Patents, and Duty to Inform May 2010 Participants, Patents, and Duty to Inform All participants in this meeting have certain obligations under the IEEE-SA Patent Policy. Participants: “Shall inform the IEEE (or cause the IEEE to be informed)” of the identity of each “holder of any potential Essential Patent Claims of which they are personally aware” if the claims are owned or controlled by the participant or the entity the participant is from, employed by, or otherwise represents “Personal awareness” means that the participant “is personally aware that the holder may have a potential Essential Patent Claim,” even if the participant is not personally aware of the specific patents or patent claims “Should inform the IEEE (or cause the IEEE to be informed)” of the identity of “any other holders of such potential Essential Patent Claims” (that is, third parties that are not affiliated with the participant, with the participant’s employer, or with anyone else that the participant is from or otherwise represents) The above does not apply if the patent claim is already the subject of an Accepted Letter of Assurance that applies to the proposed standard(s) under consideration by this group Quoted text excerpted from IEEE-SA Standards Board Bylaws subclause 6.2 Early identification of holders of potential Essential Patent Claims is strongly encouraged No duty to perform a patent search Slide #1 Bob Heile, ZigBee Alliance

May 2010 Patent Related Links All participants should be familiar with their obligations under the IEEE-SA Policies & Procedures for standards development. Patent Policy is stated in these sources: IEEE-SA Standards Boards Bylaws http://standards.ieee.org/guides/bylaws/sect6-7.html#6 IEEE-SA Standards Board Operations Manual http://standards.ieee.org/guides/opman/sect6.html#6.3 Material about the patent policy is available at http://standards.ieee.org/board/pat/pat-material.html If you have questions, contact the IEEE-SA Standards Board Patent Committee Administrator at patcom@ieee.org or visit http://standards.ieee.org/board/pat/index.html This slide set is available at http://standards.ieee.org/board/pat/pat-slideset.ppt Slide #2 Bob Heile, ZigBee Alliance

Call for Potentially Essential Patents May 2010 Call for Potentially Essential Patents If anyone in this meeting is personally aware of the holder of any patent claims that are potentially essential to implementation of the proposed standard(s) under consideration by this group and that are not already the subject of an Accepted Letter of Assurance: Either speak up now or Provide the chair of this group with the identity of the holder(s) of any and all such claims as soon as possible or Cause an LOA to be submitted Slide #3 Bob Heile, ZigBee Alliance

Other Guidelines for IEEE WG Meetings May 2010 Other Guidelines for IEEE WG Meetings All IEEE-SA standards meetings shall be conducted in compliance with all applicable laws, including antitrust and competition laws. Don’t discuss the interpretation, validity, or essentiality of patents/patent claims. Don’t discuss specific license rates, terms, or conditions. Relative costs, including licensing costs of essential patent claims, of different technical approaches may be discussed in standards development meetings. Technical considerations remain primary focus Don’t discuss or engage in the fixing of product prices, allocation of customers, or division of sales markets. Don’t discuss the status or substance of ongoing or threatened litigation. Don’t be silent if inappropriate topics are discussed … do formally object. --------------------------------------------------------------- See IEEE-SA Standards Board Operations Manual, clause 5.3.10 and “Promoting Competition and Innovation: What You Need to Know about the IEEE Standards Association's Antitrust and Competition Policy” for more details. Slide #4 Bob Heile, ZigBee Alliance

Standards Activities Board Local and Metropolitan Area Networks May 2010 Standards Organization in IEEE IEEE Standards Association Standards Activities Board Sponsor IEEE 802 Local and Metropolitan Area Networks (LMSC) Sponsor Sponsor Sponsor 802.1 Higher Layer LAN Protocols 802.3 CSMA/CD Ethernet 1-100 Mbps 802.5 Token Passing Ring 802.11 Wireless WLAN 802.15 Wireless Personal Area Networks 802.11 Wireless WLAN 802.15 Wireless Personal Area Networks 802.16 Broadband Wireless Access 802.17 Resilient Packet Ring 802.18 Radio Regulatory TAG 802.19 TV White Spaces Coexistence 802.20 Mobile Broadband Wireless Access 802.21 Media Independent Handoff 802.22 Wireless Regional Area Networks 802.23 Emergency Services www.ieee802.org/[WG#] Bob Heile, ZigBee Alliance

All those dots….decoder ring May 2010 All those dots….decoder ring 802.1 Bridging and Architecture – generally the top of the link layer 802.3 CSMA/CD – Carrier sense multiple access/collision detect – wired Ethernet 802.11 WLAN – wireless LAN 802.15 WPAN – wireless personal area network 802.16 BWA – broadband wireless access 802.17 ResPackRing – resilient packet ring (wired) 802.18 Radio Regulatory TAG 802.19 Radio Coexistance TAG 802.20 MBWA – mobile broadband wireless access 802.21 Media Independent Handoff 802.22 WRAN - wireless regional area networks 802.23 Emergency Services Bob Heile, ZigBee Alliance

IEEE 802 Organization EXECUTIVE COMMITTEE (EC) May 2010 IEEE 802 Organization EXECUTIVE COMMITTEE (EC) CHAIR Paul Nikolich WORKING GROUP/TAG CHAIRS APPOINTED OFFICERS 802.1 BRIDGING/ARCH Tony Jeffree 802.3 CSMA/CD David Law 802.11 WLAN Bruce Kraemer 802.18 TAG Radio Regulatory Mike Lynch 1st VICE CHAIR Mat Sherman 2nd VICE CHAIR Pat Thaler 802.15 WPAN Bob Heile 802.16 BWA Roger Marks 802.17 ResPackRing John Lemon 802.19 TAG Coexistance Steve Shellhammer EXECUTIVE SECY Jon Rosdahl RECORDING SECY James Gilb 802.22 WRAN Apurva Mody 802.23 Emergency Serv G. Thompson MEMBER EMERITUS Buzz Rigsbee 802.20 MBWA Mark Klerer 802.21 Handoff Subir Das TREASURER John Hawkins HIBERNATION 802.2 LLC (Dave Carlson) DISBANDED 802.5 Token Ring Bob Heile, ZigBee Alliance

Working Group Officer Duties May 2010 Working Group Officer Duties Working Group Chairman Secretary Treasurer Policies and Procedures Documentation Attendance Voter Data Base Voting Tokens Email Reflector Web Master 802.11 Bruce Kraemer Stephen McCann Jon Rosdahl Vice Chair Adrian Stephens Adrian Stevens 802.15 Bob Heile Pat Kinney John Barr Rick Alfvin 802.18 Mike Lynch N/A 802.19 Steve Shellhammer 802.20 Mark Klerer Chirag Patel Radhakrishnan Canchi 802.22 Apurva Mody David Mazzarese Gerald Chouinard Bob Heile, ZigBee Alliance 11

General Operating Procedures May 2010 General Operating Procedures Meetings governed by Roberts Rules of Order. latest edition Meetings operated under published IEEE 802 and IEEE 802 Working Group Policies and Procedures See the respective WG officers for WG Policies and Procedures Participation and Representation Individual representation and voting…. Not by company!!!! Affiliation must be recorded to get/maintain voting rights. Open participation with conference fee www.IEEE802.org/11 802.11 working group web page www.IEEE802.org/15 802.15 working group web page www.IEEE802.org/18 802.18 working group web page www.IEEE802.org/19 802.19 working group web page www.IEEE802.org/20 802.20 working group web page www.IEEE802.org/21 802.21 working group web page www.IEEE802.org/22 802.22 working group web page www.IEEE802.org/23 802.23 working group web page Photography not permitted unless approved by WG Chair Audio taping of IEEE 802.11/.22 meetings is NOT allowed Media – Press and Analyst briefings Only the 802.11/.22 Chair and Vice-Chairs are allowed to give verbal statements/interviews to the media on behalf of IEEE 802.11/.22 WG Bob Heile, ZigBee Alliance

Declaration of Affiliation Required May 2010 Declaration of Affiliation Required Revision: Feb 2006 Standards Board Bylaw 5.2.1.1 5.2.1.1 Openness Openness is defined as the quality of being not restricted to a particular type or category of participants. All meetings involving standards development an all IEEE Sponsor ballots shall be open to all interested parties. Each individual participant in IEEE Standards activities shall disclose his or her affiliations when requested. A person who knows or reasonably should know, that a participant’s disclosure is materially incomplete or incorrect should report that fact to the Secretary of the IEEE-SA Standards Board and the appropriate Sponsors. Bob Heile, ZigBee Alliance

Declaration of Affiliation May 2010 Declaration of Affiliation * Disclosure of Affiliation: During 2006, the IEEE-SA Board of Governors and the IEEE-SA Standards Board recognized that making visible those interests that are funding participation in Working Groups and Sponsor ballots would improve transparency and openness in IEEE-SA standards development. In December 2006, changes to the IEEE-SA Standards Board Bylaws and the IEEE-SA Standards Board Operations Manual were approved to make the Declaration of Employer and Affiliation mandatory in various IEEE-SA activities. In support of this requirement, myProject is collecting Declaration of Employer at the personal level (via myInfo) and Declaration of Affiliation at both the project and Sponsor ballot levels (via the Technical Activity Area selection process). The Declaration of Employer at the personal level was implemented in early February 2006 and those who have logged into myProject since then have been directed to provide their Employer as a mandatory field within their contact information before being allowed to go further into the system. Effective 2 April 2007, the same direction apply for Declaration of Affiliation at the Sponsor, Working Group, and Project levels. A complete set of FAQs (definitions of Employer and Affiliation; what will be done with the information; the consequences of not providing information or of providing erroneous data; etc.) is also available. Information is available on the myProject site: http://standards.ieee.org/resources/development/isdolnews.html And through our FAQs page: http://standards.ieee.org/faqs/affiliationFAQ.html Bob Heile, ZigBee Alliance

Becoming a Voter-Overview May 2010 Becoming a Voter-Overview Earned by attending and participating in meetings for each session in progress. Two (2) types of meeting sessions Plenary:….3 sessions per calendar year (March, July, November) Organized by IEEE 802 Interim: .. Currently 3 sessions per calendar year (January, May, September) Organized by working group IEEE 802.11/15/18/19/22 Voting rights can be earned by participation in 2 of the last 4 consecutive plenary sessions. An interim may be substituted for a plenary as long it falls in the time window of the last 4 consecutive plenaries. When you reach “Nearly Voter” status, depending on working group, you may be required to submit a letter of intent requesting voting rights to the WG Chair and coping the WG Vice-Chair by email 14 days prior to the next plenary session to be granted voting rights at that next session. Please check with the Working Group Chair or Vice Chair to see if this is required.Voting rights are only granted in “Plenary Sessions” Definition of participation….. Must be present in for at least 75% of a meeting in at least 75% of ALL time slots in a session 802.11 and 802.15 voters attending 802.18 will receive voting credit for maintaining voting rights in 802.11 or 802.15 (primary WG) Bob Heile, ZigBee Alliance

Becoming a Voter Pay conference fee New Participant Sept 2009 May 2010 Becoming a Voter New Participant Pay conference fee Provide contact/email and affiliation information 1st (Plenary) Session Aspirant “Participate” in 75% of ALL time slots of 1st session ( Added to the IEEE 802.x email general reflectors 2nd Session “Participate” in 75% of ALL time slots in 2 out of the last 4 consecutive Plenary sessions or Participate in 1 Plenary and 1 interim session in the same time window. Nearly Member 3rd Session Voting rights begin at the start of the next plenary attended providing the 2 our of the last 4 rule remains satisfied Check with your WG Chair to see if you must submit a request to the WG chair to obtain voting rights prior to the next 802 Plenary session Potential(Nearly) Voter Voter Participate in Working Group Letter Ballots Open to Nomination for Officers, & Chair Bob Heile, ZigBee Alliance

Achieving Voting Rights May 2010 Achieving Voting Rights If you start at a “Plenary” Substitute an “Interim” for a Plenary Must participate in 2 out of 4 Plenary Sessions Note: 802.11/22 voter rights begin at the “start” of the plenary. Depending on WG, you may be required to request voting rights from the WG Chair by email prior to the Plenary. Bob Heile, ZigBee Alliance

Achieving Voting Rights May 2010 Achieving Voting Rights If you start at an “Interim” 2007 2007 2007 2007 Jan Mar May Jul Interim Plenary Interim Plenary B- New Part. B- Aspirant B- Voter E- Aspirant E- Nearly Voter Potential Voter B- Beginning E - End Substitute an “Interim” for a Plenary Must participate in 2 out of 4 Plenary Sessions Note: 802.11/22 voter rights begin at the “start” of the plenary. Depending on WG, you may be required to request voting rights from the WG Chair by email prior to the Plenary Bob Heile, ZigBee Alliance

Maintaining Voting Rights May 2010 Maintaining Voting Rights Every voter is responsible for keeping track of their voting status as recorded on the electronic attendance during Session meetings In the Event of Discrepancies…bring it the attention of the respective WG Officers How to loose working group membership voting rights…… Voter Fail to “Participate” in 2 of the last 4 consecutive Plenary sessions An interim may substitute for one (1) of the two (2) plenary sessions. Participation is to attend 75% of ALL time slots within a session to maintain credit for that session Fail to respond or responding “abstain” for reason other than “lack of technical expertise” to 2 out of the last 3 mandatory working group letter ballots Fail to pay either Interim or Plenary conference fees Fail to properly record your affiliation Non-Voter Bob Heile, ZigBee Alliance

Fairmont Queen Elizabeth May 2010 Voting Tokens Once you become a Voter, a Voting “token” will be printed for each session and can be obtained at the opening of a session, providing you have paid your attendance fee! Display session Badge at ALL times If you loose your Voting token during a session please see the respective Working Group Officers. Voters are required to use this “token” when a vote in progress on a Motion. On occasion, paper tokens may be used instead Registration badges are Voting Tokens for 802.11 Attendee Name 007 Fairmont Queen Elizabeth Bob Heile, ZigBee Alliance

Working Group Officer for Tokens May 2010 Working Group Officer for Tokens Working Group Chairman Secretary Treasurer Policies and Procedures Documentation Attendance Voter Data Base Voting Tokens Email Reflector Web Master 802.11 Bruce Cramer Stephen McCann Jon Rosdahl Vice Chair Adrian Stephens Adrian Stevens 802.15 Bob Heile Pat Kinney John Barr Rick Alfvin Rick Alvin 802.18 Mike Lynch 802.19 Steve Shellhammer 802.20 Mark Klerer Chirag Patel Radhakrishnan Canchi 802.22 Apurva Mody David Mazzarese NA Gerald Chouinard Bob Heile, ZigBee Alliance 11

WG Voting Rights Must be present at a session to VOTE May 2010 WG Voting Rights IEEE 802.x Working Group (WG) Session Meetings Task Groups (TG) Meetings Must be present at a session to VOTE Participation in debates, Motion(s) moved, seconded is only permitted by VOTING members in ALL 802.11, 15,16,18,19,20, 21, 22 meetings However WG & TG Chairs may permit observers/attendees to participate in debates and discussions…. Study Groups (SG) Meetings In Study Groups ALL attendees and participants present at the SG meeting can VOTE Bob Heile, ZigBee Alliance

Access to the Websites When you become an “Aspirant” May 2010 Access to the Websites When you become an “Aspirant” Your email address is added to the appropriate working group general/technical reflector When you become a “Potential Voter or Nearly” You get access to the “Members Only” private section of the appropriate WG website Member ID and Password Includes documents of draft standards for the “task groups Allows access to all private areas of all wireless groups except 16 Bob Heile, ZigBee Alliance

Document & Attendance Servers May 2010 Document & Attendance Servers Document download link for all groups http://mentor.ieee.org/802.x/documents Attendance links for all groups (IMAT) http://murphy.events.ieee.org/imat Or follow the link on the back of your badge Bob Heile, ZigBee Alliance

Attendance Recording Attendance is handled electronically May 2010 Attendance Recording Attendance is handled electronically Days are divided into 5 two hour time slots. The evening slots are extra credit toward meeting the 75% participation requirement You are responsible for insuring your attendance record is correct before the close of the session as it then becomes final Bob Heile, ZigBee Alliance

Reflector Requests/Rules May 2010 Reflector Requests/Rules Most Working Groups maintain reflectors for specific topics. 802.11, 802.15 and 802.21 have links to join these reflectors on their respective web pages For other WGs please see the WG chair Any emails sent to any of the reflectors must not contain any confidentiality notices. You will be removed from the reflector if you do not comply Reflectors are for Working Group business only. Any other use will result in immediate suspension from all reflectors Bob Heile, ZigBee Alliance

Wireless Network Information May 2010 Wireless Network Information IEEE 802.11a/b/g access in all meeting rooms Open Network SSID: VeriLAN Secure Network SSID: VeriLAN.1x Set your network configuration to “DHCP” or “Automatic Configuration” Network printer available at the registration desk Please visit the VeriLAN Help Desk if you have any problems with the network or printers Bob Heile, ZigBee Alliance

May 2010 Wireless Networks Bob Heile, ZigBee Alliance

May 2010 Wireless Networks Bob Heile, ZigBee Alliance

Network and Electronic Assistance May 2010 Network and Electronic Assistance VeriLAN Help desk Near registration desk During regular IEEE 802 registration hours 7:30AM until 5:00PM Monday - Thursday If you are having any problems with the network, please visit the help desk to get them resolved. Bob Heile, ZigBee Alliance

May 2010 IP and Virus Protect! Enable DHCP and Do NOT configure your wireless card with a static IP address! Do NOT enter the wireless network without having the most current Virus Protection installed, Firewall installed Microsoft security updates and turned on! Bob Heile, ZigBee Alliance

Remember the ground rules: May 2010 Remember the ground rules: Respect … give it, get it NO product pitches NO corporate pitches NO prices NO restrictive notices – presentations must be openly available Silence your cell phone ringers Bob Heile, ZigBee Alliance

Enjoy the IEEE 802 Wireless Interim Session in Beijing May 2010 Enjoy the IEEE 802 Wireless Interim Session in Beijing Bob Heile, ZigBee Alliance