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<!DOCTYPE section PUBLIC "-//OASIS//DTD DocBook XML V4.2//EN" 
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<section id="ser_intro" xmlns:xi="http://www.w3.org/2001/XInclude">
    <sectioninfo>
	<revhistory>
	    <revision>
		<revnumber>$Revision: 1.3 $</revnumber>
		<date>$Date: 2005/08/24 22:24:59 $</date>
	    </revision>
	</revhistory>
    </sectioninfo>

    <title>Introduction to SER</title>

    <section id="requestrouting">
	<title>Request Routing and SER Scripts</title>
	<para>
	    The most important concept of every SIP server is that of
	    request routing. The request routing logic determines the next
	    hop of a request. It can be for example used to implement user 
	    location service or enforce static routing to a gateway. Real-world
	    deployments actually ask for quite complex routing logic, which
	    needs to reflect static routes to PSTN gateways, dynamic routes
	    to registered users, authentication policy, capabilities of
	    SIP devices, etc.
	</para>
	<para>
	    SER's answer to this need for routing flexibility is a routing
	    language, which allows administrators to define the SIP request
	    processing logic in a detailed manner. They can for example easily
	    split SIP traffic by method or destination, perform user location, 
	    trigger authentication, verify access permissions, and so on.
	</para>
	<para>
	    The primary building block of the routing language are <emphasis>actions</emphasis>. 
	    There are built-in actions (like <command>forward</command> for stateless forwarding
	    or <command>strip</command> for stripping URIs) as 
	    well as external actions imported from shared library modules. All actions can 
	    be combined in compound actions by enclosing them in braces, 
	    e.g. <command>{a1(); a2();}</command>. 
	    Actions are aggregated in one or more <emphasis>route blocks</emphasis>.
	    Initially, only the default routing block denoted by <command>route[0]</command>
	    is called. Other routing blocks can be called by the action
	    <command>route(blocknumber)</command>, recursion is permitted.
	    The language includes <emphasis>conditional statements</emphasis>. 
	</para>

	<para>
	    The routing script is executed for every received request in sequential order. 
	    Actions may return positive/negative/zero value. 

	    Positive values are considered success and evaluated as
	    TRUE in conditional expressions. Negative values are considered FALSE. 

	    Zero value means error and leaves execution of currently processed
	    route block. The route block is left too, if <command>break</command> is explicitly
	    called from it.

	</para>
	<para>
	    The easiest and still very useful way for <application>ser</application>
	    users to affect request routing logic is
	    to determine next hop statically. An example is
	    routing to a PSTN gateway whose static IP address is well known.
	    To configure static routing, simply use the action
	    <command>forward( IP_address, port_number)</command>.
	    This action forwards an incoming request "as is" to the
	    destination described in action's parameters.
	</para>

	<example>
	    <title>Static Forwarding</title>
	    <programlisting>
# if requests URI is numerical and starts with
# zero, forward statelessly to a static destination

if (uri=~"^sip:0[0-9]*@iptel.org") {
    forward( 192.168.99.3, 5080 );
} 
	    </programlisting>
	</example>

	<para>
	    However, static forwarding is not sufficient in many cases.
	    Users desire mobility and change their location frequently.
	    Lowering costs for termination of calls in PSTN requires
	    locating a least-cost gateway. Which next-hop is taken may
	    depend on user's preferences. These and many other scenarios
	    need the routing logic to be more dynamic. We describe in
	    <xref linkend="conditions"/> how to make request processing
		subject to various conditions and in 
		<xref linkend="urirewriting"/> how to determine next SIP hop.
	</para>
    </section>

    <section id="conditions">
	<title>Conditional Statements</title>
	<para>
	    A very useful feature is the ability to make routing
	    logic depend on a condition. A script condition may for
	    example distinguish between request processing for
	    served and foreign domains, IP and PSTN routes,
	    it may split traffic by method or username, it
	    may determine whether a request should be authenticated
	    or not, etc. <application>ser</application>
	    allows administrators to form conditions based on
	    properties of processed request, such as method or uri,
	    as well as on virtually any piece of data on the
	    Internet.
	</para>
	<example>
	    <title>Conditional Statement</title>
	    <para>
		This example shows how a conditional statement is
		used to split incoming requests between a PSTN
		gateway and a user location server based on
		request URI.
	    </para>
	    <programlisting>
# if request URI is numerical, forward the request to PSTN gateway...
if (uri=~"^sip:[0-9]+@foo.bar") { # match using a regular expression
    forward( gateway.foo.bar, 5060 );
} else { # ... forward the request to user location server otherwise
    forward( userloc.foo.bar, 5060 );
};
	    </programlisting>
	</example>

	<para>
	    Conditional statements in <application>ser</application> scripts may depend
	    on a variety of  expressions. The simplest expressions are 
	    action calls. They return true if they completed successfully or false otherwise. 
	    An example of an action frequently used in conditional statements is
	    <command moreinfo="none">search</command> imported from textops module.
	    <command moreinfo="none">search</command> action leverages textual
	    nature of SIP and compares SIP requests against a regular expression.
	    The action returns true if the expression matched, false otherwise.
	    <example>
		<title>Use of <command>search</command> Action in Conditional Expression</title>
		<programlisting>
# prevent strangers from claiming to belong to our domain;
# if sender claims to be in our domain in From header field,
# better authenticate him 
if (search("(f|From): .*@mydomain.com)) {
    if (!(proxy_authorize("mydomain.com" /* realm */,"subscriber" /* table name */ ))) {
        proxy_challenge("mydomain.com /* ream */, "1" /* use qop */ );
        break;
    }
}
		</programlisting>
	    </example>
	</para>
	<para>
	    As modules may be created, which export new functions, there is virtually
	    no limitation on what functionality <application>ser</application>
	    conditions are based on. Implementers may introduce new actions whose
	    return status depends on request content or any external data as well. Such actions
	    can query SQL, web, local file systems or any other place which can provide
	    information wanted for request processing.
	</para>
	<para>
	    Furthermore, many request properties may be examined using existing built-in operands
	    and operators. Available left-hand-side operands and legal combination with
	    operators and right-hand-side operands are described in <xref linkend="logicalexpr"/>.
		Expressions may be grouped together using logical operators:
		negation (<command>!</command>), AND (<command>&amp;&amp;</command>), OR (<command>
		    ||</command> and precedence parentheses (<command>()</command>).
	</para>

	<section id="operators">
	    <title>Operators and Operands</title>
	    <para>
		There is a set of predefined operators and operands
		in ser, which in addition to actions may be evaluated
		in conditional expressions. 
	    </para>
	    <para>
		Left hand-side operands, which <application>ser</application>
		understands are the following:
		<itemizedlist>
		    <listitem>
			<para>
			    <emphasis>method</emphasis>, which refers to 
			    request method
			    such as REGISTER or INVITE
			</para>
		    </listitem>
		    <listitem>
			<para>
			    <emphasis>uri</emphasis>, which refers to current request URI,
			    such as 
			    "sip:john.doe@foo.bar"
			    <note>
				<para>
				    Note that "uri" always refers to current
				    value of URI, which is subject to change
				    be uri-rewriting actions.
				</para>
			    </note>
			</para>
		    </listitem>
		    <listitem>
			<para>
			    <emphasis>src_ip</emphasis>, which refers to IP address from 
			    which a request came.
			</para>
		    </listitem>
		    <listitem>
			<para>
			    <emphasis>dst_ip</emphasis> refers to server's IP address 
			    at which a request was received
			</para>
		    </listitem>
		    <listitem>
			<para>
			    <emphasis>src_port</emphasis> port number from which a SIP
			    request came
			</para>
		    </listitem>
		</itemizedlist>
	    </para>
	    <para>
		ser understands the following operators:
		<itemizedlist>
		    <listitem>
			<para>
			    == stands for equity
			</para>
		    </listitem>
		    <listitem>
			<para>
			    =~ stands for regular expression matching
			</para>
		    </listitem>
		    <listitem>
			<para>
			    logical operators: and, or, negation, parentheses
			    (C-notation for the operators may be used too)
			</para>
		    </listitem>
		</itemizedlist>
	    </para>

	    <table id="logicalexpr">
		<title>Valid Combinations of Operands and Operators in Expressions</title>
		<tgroup cols="4">
		    <thead>
			<row>
			    <entry>
				left-hand-side operand
			    </entry>			    
			    <entry>
				valid operators
			    </entry>
			    <entry>
				valid right-hand side operators
			    </entry>
			    <entry>
				examples/comments
			    </entry>
			</row>

		    </thead>
		    <tbody>

			<row>
			    <entry>
				method
			    </entry>			    
			    <entry>
				== (exact match), =~ (regular expression matching)
			    </entry>
			    <entry>
				string
			    </entry>
			    <entry>
				method=="INVITE" || method=="ACK" || method=="CANCEL"
			    </entry>
			</row>			

			<row>
			    <entry>
				uri
			    </entry>			    
			    <entry>
				== (exact match), =~ (regular expression matching)
			    </entry>
			    <entry>
				string
			    </entry>
			    <entry>
				uri=="sip:foo@bar.com" matches only if exactly this uri
				is in request URI

			    </entry>
			</row>				

			<row>
			    <entry>
				
			    </entry>			    
			    <entry>
				== (exact match)
			    </entry>
			    <entry>
				myself
			    </entry>
			    <entry>
				
				the expression uri==myself is true if the host part in 
				request URI equals a server name or a server alias (set using
				the alias option in configuration file)
				
			    </entry>
			</row>				

			<row>
			    <entry>
				src_ip
			    </entry>			    
			    <entry>
				== (match)
			    </entry>
			    <entry>
				IP, IP/mask_length, IP/mask, hostname, myself
			    </entry>
			    <entry>
				src_ip==192.168.0.0/16 matches requests coming from
				a private network
			    </entry>
			</row>

			<row>
			    <entry>
				dst_ip				
			    </entry>			    
			    <entry>
				== (match)
			    </entry>
			    <entry>
				IP, IP/mask_length, IP/mask, hostname, myself
			    </entry>
			    <entry>
				dst_ip==127.0.0.1 matches if a request was received
				via loopback interface
			    </entry>
			</row>

			<row>
			    <entry>
				src_port
			    </entry>			    
			    <entry>
				== (match)
			    </entry>
			    <entry>
				port number
			    </entry>
			    <entry>
				port number from which a request was sent, e.g. src_port==5060
			    </entry>
			</row>			    


		    </tbody>
		</tgroup>
	    </table>

	    <example>
		<title>
		    More examples of use of <application>ser</application> operators and operands in conditional
		    statements
		</title>
		<programlisting>
# using an action as condition input; in this
# case, an actions 'search' looks for Contacts
# with private IP address in requests; the condition
# is processed if such a contact header field is
# found

if (search("^(Contact|m): .*@(192\.168\.|10\.|172\.16)")) {
    # .... 

    # this condition is true if request URI matches
    # the regular expression "@bat\.iptel\.org"
    if (uri=~"@bat\.iptel\.org") {
        # ...

	# and this condition is true if a request came
	# from an IP address (useful for example for
	# authentication by IP address if digest is not
	# supported) AND the request method is INVITE

	# if ( (src_ip==192.68.77.110 and method=="INVITE")
	# ...
		</programlisting>
	    </example>
	</section> <!-- operators and operands -->
	<section>
	    <title>URI Matching</title>
	    <para>URI matching expressions have a broad use in a SIP server
		and deserve more explanation. Typical uses of
		URI matching include implementation of numbering plans,
		domain matching,
		binding external applications to specific URIs,
		etc. This section shows examples of typical applications
		of URI-matching.
	    </para>
	    <section id="domainmatching">
		<title>Domain Matching</title>
		<para>
		    One of most important uses of URI matching is deciding
		    whether a request is targeted to a served or outside domain.
		    Typically, different request
		    processing applies. Requests for outside domains
		    are simply forwarded to them, whereas
		    more complex logic applies to requests for a served domain.
		    The logic may include saving user's contacts
		    when REGISTER requests are received, forwarding requests
		    to current user's location or a PSTN gateways, 
		    interaction with external applications, etc.
		</para>
		<para>
		    The easiest way to decide whether a request belongs
		    a served domain is using the <command>myself</command>
		    operand. 
		    The expression "uri==myself" returns true if domain name
		    in request URI matches name of the host at which
		    <application>ser</application> is
		    running. This may be insufficient in cases when
		    server name is not equal to domain name for which the server
		    is responsible. For example, the "uri==myself" condition
		    does not match if a server "sipserver.foo.bar" 
		    receives a request for "sip:john.doe@foo.bar". To
		    match other names in URI than server's own,
		    set up the <varname>alias</varname> configuration
		    option. The option may be used multiple times,
		    each its use adds a new item to a list of aliases.
		    The myself condition returns then  true 
		    also for any hostname on the list of aliases.
		    <example>
			<title>Use of uri==myself Expression</title>
			<programlisting>
# ser powers a domain "foo.bar" and runs at host sipserver.foo.bar;
# Names of served domains need to be stated in the aliases
# option; myself would not match them otherwise and would only
# match requests with "sipserver.foo.bar" in request-URI
alias="foo.bar"
alias="sales.foo.bar"
route[0] {
    if (uri==myself) {
        # the request either has server name or some of the
        # aliases in its URI
        log(1,"request for served domain")
        # some domain-specific logic follows here ....
    } else {
        # aha -- the server is not responsible for this
        # requests; that happens for example with the following URIs
        #  - sip:a@marketing.foo.bar
        #  - sip:a@otherdomain.bar
        log(1,"request for outbound domain");
        # outbound forwarding			  
        t_relay();
    };
}
			</programlisting>
		    </example>
		</para>
		<para>
		    It is possible to recognize whether a request belongs to
		    a domain using regular expressions too. Care needs to
		    be paid to construction of regular expressions. URI
		    syntax is rich and an incorrect expression would result
		    in incorrect call processing. The following example shows
		    how an expression for domain matching can be formed.
		    <example id="redomainmatching">
			<title>Domain Matching Using Regular Expressions</title>
			<para>
			    In this example, server named "sip.foo.bar" with
			    IP address 192.168.0.10 is responsible for the
			    "foo.bar" domain. That means, requests with the
			    following hostnames in URI should be matched:
			    <itemizedlist>
				<listitem>
				    <para>
					foo.bar, which is the name of server domain
				    </para>
				</listitem>
				<listitem>
				    <para>
					sip.foo.bar, since it is server's name and some
					devices put server's name in request URI
				    </para>
				</listitem>
				<listitem>
				    <para>
					192.168.0.10, since it is server's IP address and
					some devices put server's IP address in request URI
				    </para>
				</listitem>
			    </itemizedlist>			
			    Note how this regular expression is constructed. In particular:
			    <itemizedlist>
				<listitem>
				    <para>
					User name is optional (it is for example never included
					in REGISTER requests) and there are no restrictions on
					what characters it contains. That is what 
					<emphasis>(.+@)?</emphasis> mandates. 
				    </para>
				</listitem>
				<listitem>
				    <para>
					Hostname must be followed by port number, parameters
					or headers -- that is what the delimiters 
					<emphasis>[:;\?]</emphasis> are good for. If none
					it these follows, the URI must be ended 
					(<emphasis>$</emphasis>). Otherwise, longer hostnames
					such as 192.168.0.101 or foo.bar.otherdomain.com would
					mistakenly match.
				    </para>
				</listitem>
				<listitem>
				    <para>
					Matches are case-insensitive. All hostnames "foo.bar", "FOO.BAR"
					and "FoO.bAr" match.
				    </para>
				</listitem>
			    </itemizedlist>
			</para>
			<programlisting>
if (uri=~"^sip:(.+@)?(192\.168\.0\.10|(sip\.)?foo\.bar)([:;\?].*)?$")
    log(1, "yes, it is a request for our domain");
    break;
};
			</programlisting>
		    </example>
		</para>
	    </section> <!-- domain matching -->
	    <section id="numberingplans">
		<title>Numbering Plans</title>

		<para>
		    Other use of URI matching is implementation of dialing
		    plans. A typical task when designing a dialing plan for SIP networks
		    is to distinguish between "pure-IP" and PSTN destinations.
		    IP users typically have either alphanumerical or numerical
		    usernames. The numerical usernames are convenient for PSTN
		    callers who can only
		    use numeric keypads. Next-hop destination of IP users is looked up dynamically
		    using user location database. On the other hand, PSTN destinations are 
		    always indicated by numerical usernames. Requests to PSTN are statically 
		    forwarded to well-known PSTN gateways.
		</para>
		<example>
		    <title>A simple Numbering Plan</title>
		    <para>
			This example shows a simple dialing plan which reserves
			dialing prefix "8" for IP users, other numbers
			are used for PSTN destinations and all other non-numerical
			usernames are used for IP users.
		    </para>
		    <programlisting>
# is it a PSTN destination? (is username numerical and does not begin with 8?)
if (uri=~"^sip:[0-79][0-9]*@") { # ... forward to gateways then;
    # check first to which PSTN destination the requests goes;
    # if it is US (prefix "1"), use the gateway 192.168.0.1...
    if (uri=~"^sip:1") {
        # strip the leading "1"
 	strip(1);
	forward(192.168.0.1, 5060);
    } else {
	# ... use the gateway 10.0.0.1 for all other destinations
	forward(10.0.0.1, 5060);
    }
    break;
} else {
    # it is an IP destination -- try to lookup it up in user location DB
    if (!lookup("location")) {
        # bad luck ... user off-line
        sl_send_reply("404", "Not Found");
        break;
    }
    # user on-line...forward to his current destination
    forward(uri:host,uri:port);
}
		    </programlisting>
		</example>
	    </section> <!-- numbering plans -->
	</section>
    </section> <!-- conditional statements -->
    
    <section id="urirewriting">
	<title>Request URI Rewriting</title>

	<para>
	    The ability to give users and services a unique name using URI
	    is a powerful tool. It allows users to advertise how to reach
	    them, to state to whom they wish to communicate and what services 
	    they wish to use.
	    Thus, the ability to change URIs is very important and is
	    used for implementation of many services. 
	    "Unconditional forwarding" from user "boss" to user
	    "secretary" is a typical example of application relying
	    on change of URI address.
	</para>
	<para>
	    <application>ser</application> has the ability
	    to change request URI in many ways.
	    A script can use any of the following
	    built-in actions to change request URI or a part of it:

	    <command>rewriteuri</command>, 
	    <command>rewritehost</command>, 
	    <command>rewritehostport</command>, 
	    <command>rewriteuser</command>, 
	    <command>rewriteuserpass</command> and 
	    <command>rewriteport</command>. 
	    When later in the script
	    a forwarding action is encountered, the action forwards
	    the request to address in the rewritten URI.
	    <example>
		<title>Rewriting URIs</title>
		<programlisting>
if (uri=~"dan@foo.bar") {
    rewriteuri("sip:bla@somewherelse.com")
    # forward statelessly to the destination in current URI, i.e.,
    # to sip:bla@somewherelese.com:5060
    forward( uri:host, uri:port);
}
		</programlisting>
	    </example>
	</para>	    
	<para>Two more built-in URI-rewriting commands are of special importance
	    for implementation of dialing plans and manipulation of dialing
	    prefixes. <command>prefix(s)
	    </command>, inserts 
	    a string "s" in front of SIP address and 
	    <command>strip(n)</command> takes
	    away the first "n" characters of a SIP address.
	    See <xref linkend="urirewritingexamples"/> for examples of use of
		built-in URI-rewriting actions.
	</para>

	<para>
	    Commands exported by external modules can change URI too
	    and many do so.
	    The most important application is changing URI using the
	    user location database. The command 
	    <command>lookup(table)</command> looks up current
	    user's location and rewrites user's address with it.
	    If there is no registered contact, the 	command returns a negative value.


	    <example id="rewriteuri">
		<title>Rewriting URIs Using User Location Database</title>
		<programlisting>
# store user location if a REGISTER appears
if (method=="REGISTER") {
    save("mydomain1");
} else {
    # try to use the previously registered contacts to
    # determine next hop
    if(lookup("mydomain1")) {
        # if found, forward there...
        t_relay();
    } else {
        # ... if no contact on-line, tell it upstream
        sl_send_reply("404", "Not Found" );
    };
};
		</programlisting>
	    </example>
	</para>
	<para>
	    External applications can be used to rewrite URI too.
	    The "exec" module provides script actions, which start external programs
	    and read new URI value from their output. <command>exec_dset</command>
	    both calls an external program, passes SIP request elements to it, waits until it completes,
	    and eventually rewrites current destination set with its output.
	</para>
	<para>
	    It is important to realize that <application>ser</application>
	    operates over <emphasis>current URI</emphasis> all the time. If an
	    original URI is rewritten by a new one, the original will will be
	    forgotten and the new one will be used in any further
	    processing. In particular, the uri matching operand and the user
	    location action <command>lookup</command> always take current URI
	    as input, regardless what the original URI was.
	</para>
	<para>
	    <xref linkend="urirewritingexamples"/> shows how URI-rewriting actions affect 
		an example URI, sip:12345@foo.bar:6060.
		<table id="urirewritingexamples">
		    <title>URI-rewriting Using Built-In Actions</title>
		    <tgroup cols="2">
			<thead>
			    <row>
				<entry>
				    Example Action
				</entry>				
				<entry>
				    Resulting URI
				</entry>
			    </row>
			</thead>
			<tbody>
			    <row>
				<entry>
				    <command>rewritehost("192.168.0.10")</command> rewrites
				    the hostname in URI, other parts (including port number) remain unaffected.
				</entry>
				<entry>
				    sip:12345@192.168.10:6060
				</entry>
			    </row>
			    <row>
				<entry>
				    <command>rewriteuri("sip:alice@foo.bar");</command> rewrites
				    the whole URI completely.
				</entry>
				<entry>
				    sip:alice@foo.bar
				</entry>
			    </row>
			    <row>
				<entry>
				    <command>rewritehostport("192.168.0.10:3040")</command>rewrites 
				    both hostname and port number in URI.
				</entry>
				<entry>
				    sip:12345@192.168.0.10:3040
				</entry>
			    </row>
			    <row>
				<entry>
				    <command>rewriteuser("alice")</command> rewrites user part of URI.
				</entry>
				<entry>
				    sip:alice@foo.bar:6060
				</entry>
			    </row>
			    <row>
				<entry>
				    <command>rewriteuserpass("alice:pw")</command> replaces the pair
				    user:password in URI with a new value. Rewriting password in URI is of historical
				    meaning though, since basic password has been replaced with digest authentication.
				</entry>
				<entry>
				    sip:alice:pw@foo.bar:6060
				</entry>
			    </row>
			    <row>
				<entry>
				    <command>rewriteport("1234")</command> replaces port number in URI
				</entry>
				<entry>
				    sip:12345@foo.bar:1234
				</entry>
			    </row>
			    <row>
				<entry>
				    <command>prefix("9")</command> inserts a string ahead of user part of URI
				</entry>
				<entry>
				    sip:912345@foo.bar:6060
				</entry>
			    </row>
			    <row>
				<entry>
				    <command>strip(2)</command> removes leading characters from user part of URI
				</entry>
				<entry>
				    sip:345@foo.bar:6060
				</entry>
			    </row>
			</tbody>
		    </tgroup>
		</table>
	</para>	    
	<para>
	    You can verify whether you understood URI processing by
	    looking at the following example. It rewrites URI
	    several times. The question is what is the final URI to which
	    the script fill forward any incoming request.
	    <example>
		<title>URI-rewriting Exercise</title>
		<programlisting>
exec_dset("echo sip:2234@foo.bar; echo > /dev/null");
strip(2);
if (uri=~"^sip:2") {
    prefix("0");
} else {
    prefix("1");
};			
forward(uri:host, uri:port);
		</programlisting>
	    </example>
	</para>
	<para>
	    The correct answer is the resulting URI will be
	    "sip:134@foo.bar". <command>exec_dset</command>
	    rewrites original URI to "sip:2234@foo.bar", 
	    <command>strip(2)</command> takes
	    two leading characters from username away resulting
	    in "34@iptel.org", the condition does not match
	    because URI does not begin with "2" any more,
	    so the prefix "1" is inserted.
	</para>


    </section> <!-- URI rewriting -->

    <section>
	<title>Destination Set</title>
	<para>
	    Whereas needs of many scenarios can by accommodated by maintaining
	    a single request URI, some scenarios are better served by
	    multiple URIs. Consider for example a user with address
	    john.doe@iptel.org. The user wishes to be reachable at his 
	    home phone, office phone, cell phone, softphone, etc. 
	    However, he still wishes to maintain a single public address
	    on his business card.
	</para>
	<para>
	    To enable such scenarios, <application>ser</application>
	    allows translation of a single request URI into multiple
	    outgoing URIs. The ability to forward a request to multiple
	    destinations is known as <emphasis>forking</emphasis>
	    in SIP language. All outgoing URIs (in trivial case one of them)
	    are called <emphasis>destination set</emphasis>. The destination
	    set always includes one default URI, to which additional URIs
	    can be appended. Maximum size of a destination set is limited by 
	    a compile-time constant, MAX_BRANCHES,
	    in <filename>config.h</filename>.
	</para>
	<para>
	    Some actions are designed for use with a single URI whereas
	    other actions work with the whole destination set.
	</para>
	<para>
	    Actions which are currently available for creating the destination
	    set are <command>lookup</command> from usrloc module and 
	    <command>exec_dset</command> from exec module.
	    <command>lookup</command> fills in the destination
	    set with user contact's registered previously with REGISTER
	    requests. The <command>exec</command> actions
	    fill in the destination set with output of an external program.
	    In both cases, current destination set is completely rewritten.		
	    New URIs can be appended to destination set by a call to the built-in
	    action <command>append_branch(uri)</command>.
	</para>
	<para>		
	    Currently supported features which utilize destination sets
	    are <emphasis>forking</emphasis> and <emphasis>redirection</emphasis>. 
	    Action <command>t_relay</command> (TM module) for stateful
	    forwarding supports forking. If called with a non-trivial destination
	    set, <command>t_relay</command> forks
	    incoming request to all URIs in current destination set.
	    See <xref linkend="rewriteuri"/>. If a user
		previously registered from three locations, the destination set is filled with 
		all of them by <command>lookup</command> and the <command>t_relay</command>
		command forwards the incoming request to all these destinations.
		Eventually, all user's phone will be ringing in parallel.
	</para>
	<para>
	    SIP redirection is another feature which leverages destination sets.
	    It is a very light-weighted method to establish communication
	    between two parties with minimum burden put on the server. In
	    <application>ser</application>, the action <command>sl_send_reply</command>
	    (SL module) is used for this purpose. This action 
	    allows to generate replies to SIP requests without keeping 
	    any state. If the status code passed to the action is 3xx, 
	    the current destination set is printed in reply's Contact header
	    fields. Such a reply instructs the originating client to 
	    retry at these addresses. (See <xref linkend="redirectexample"/>).
	</para>
	<para>
	    Most other  <application>ser</application> actions ignore destination
	    sets: they either do not relate to URI processing (<command moreinfo="none">
		log</command>, for example) or they work only with the default URI.
	    All URI-rewriting functions such as
	    <command moreinfo="none">rewriteuri</command> belong in this
	    category. URI-comparison operands only refer to the first URI
	    (see <xref linkend="operators"/>). Also, the built-in action
		for stateless forwarding, <command>forward</command> works only
		with the default URI and ignores rest of the destination set. The reason 
		is a proxy server willing to fork must guarantee that the burden
		of processing multiple replies is not put unexpectedly on upstream
		client. This is only achievable with stateful processing.  
		Forking cannot be used along with stateless <command>forward</command>,
		which thus only processes one URI out of the whole destination set.
	</para> 

    </section> <!-- Destination Set -->

    <section>
	<title>User Location</title>
	<para>
	    Mobility is a key feature of SIP. Users are able to use one
	    one or more SIP devices and be reachable at them. Incoming requests 
	    for users are forwarded to all user's devices in use. The key
	    concept is that of soft-state registration. Users can
	    -- if in possession of valid credentials -- link SIP
	    devices to their e-mail like address of record. Their SIP devices
	    do so using a REGISTER request, as in <xref linkend="register"/>.
		The request creates a binding between the public address of
		record (To header field) and SIP device's current address
		(Contact header field). 
		<example id="register">
		    <title>REGISTER Request</title>
		    <programlisting>
REGISTER sip:192.168.2.16 SIP/2.0
Via: SIP/2.0/UDP 192.168.2.16;branch=z9hG4bKd5e5.5a9947e4.0
Via: SIP/2.0/UDP 192.168.2.33:5060
From: sip:123312@192.168.2.16
To: sip:123312@192.168.2.16
Call-ID: 00036bb9-0fd30217-491b6aa6-0a7092e9@192.168.2.33
Date: Wed, 29 Jan 2003 18:13:15 GMT
CSeq: 101 REGISTER
User-Agent: CSCO/4
Contact: sip:123312@192.168.2.33:5060
Content-Length: 0
Expires: 600
		    </programlisting>
		</example>
		Similar requests can be used to query all user's current contacts or to
		delete them. All Contacts have certain time to live, when the time expires,
		contact is removed and no longer used for processing of incoming requests.
	</para>
	<para>
	    <application>ser</application> is built to do both: update
	    user location database from received REGISTER requests and look-up these
	    contacts when inbound requests for a user arrive. To achieve high performance,
	    the user location table is stored in memory. In regular intervals
	    (usrloc module's parameter <varname>timer_interval</varname> determines
	    their length), all changes to the in-memory table are backed up in
	    <application>mysql</application> database to achieve
	    persistence across server reboots. Administrators or application writers
	    can lookup list of current user's contacts stored in memory using the
	    <application>serctl</application> tool (see <xref linkend="serctl"/>).
		<example>
		    <title>Use of <application>serctl</application> Tool to Query User Location</title>
		    <screen>
<![CDATA[
[jiri@fox jiri]$ sc ul show jiri
<sip:jiri@212.202.172.134>;q=0.00;expires=456
<sip:7271@gateway.foo.bar>;q=0.00;expires=36000
]]>
		    </screen>
		</example>
	</para>
	<para>
	    Building user location in <application>ser</application> scripts is
	    quite easy. One first needs to determine whether a request is for served domain,
	    as described in <xref linkend="domainmatching"/>. If that is the case, the script
		needs to distinguish between REGISTER requests, that update user location table,
		and all other requests for which next hop is determined from the table. The
		<command>save</command> action is used to update user location
		(i.e., it writes to it). The <command>lookup</command> actions
		reads from the user location table and fills in destination set with current
		user's contacts.
		<example>
		    <title>Use of User Location Actions</title>
		    <programlisting>
# is the request for my domain ?
if (uri==myself) {
    if (method=="REGISTER") { # REGISTERs are used to update
        save("location");
        break; # that's it, we saved the contacts, exit now
    } else {
        if (!lookup("location") { # no registered contact
	    sl_send_reply("404", "Not Found");
	    break;
        }
        # ok -- there are some contacts for the user; forward
        # the incoming request to all of them
        t_relay();
    };
};
		    </programlisting>
		</example>
	</para>
	<para>
	    Note that we used the action for stateful forwarding, 
	    <command>t_relay</command>. That's because
	    stateful forwarding allows to fork an incoming request to
	    multiple destinations. If we used stateless forwarding,
	    the request would be forwarded only to one uri out of
	    all user's contacts.
	</para>
    </section> <!-- User Location -->
    
    <section>
	<title>External Modules</title>
	<para>
	    <application>ser</application> provides the ability to link the server with external
	    third-party shared libraries. Lot of functionality which is
	    included in the <application>ser</application> distribution is actually located in
	    modules to keep the server "core" compact and clean.
	    Among others, there are modules for checking max_forwards
	    value in SIP requests (maxfwd), transactional processing (tm),
	    record routing (rr), accounting (acc), authentication (auth),
	    SMS gateway (sms), replying requests (sl), user location
	    (usrloc, registrar) and more.
	</para>
	<para>
	    In order to utilize new actions exported by a module, 
	    ser must first load it. To load a module, the directive
	    <command>loadmodule "filename"</command>
	    must be included in beginning of
	    a <application>ser</application> script file.
	</para>

	<example>
	    <title>Using Modules</title>
	    <para>
		This example shows how a script instructs 
		<application>ser</application> to
		load a module and use actions exported by it.
		Particularly, the sl module exports an action
		<command>sl_send_reply</command> which makes 
		<application>ser</application> act as a stateless
		user agent and reply all incoming requests with 404.
	    </para>
	    <programlisting>
# first of all, load the module!
loadmodule "/usr/lib/ser/modules/sl.so
route{
    # reply all requests with 404
    sl_send_reply("404", "I am so sorry -- user not found");
}
	    </programlisting>
	</example>
	<note>
	    <para>
		Note that unlike with core commands, all actions exported by
		modules must have parameters enclosed in quotation marks in
		current version of <application>ser</application>.  In the following example,
		the built-in action <command>forward</command>
		for stateless forwarding takes IP address and port numbers as
		parameters without quotation marks whereas a module action
		<command>t_relay</command> for stateful
		forwarding takes parameters enclosed in quotation marks.
		<example>
		    <title>Parameters in built-in and exported
			actions</title>
		    <programlisting>
# built-in action doesn't enclose IP addresses and port numbers
# in quotation marks
forward(192.168.99.100, 5060);
# module-exported functions enclose all parameters in quotation
# marks
t_relay_to_udp("192.168.99.100", "5060");
		    </programlisting>
		</example>
	    </para>
	</note>
	<para>
	    Many modules also allow users to change the way how they work using
	    predefined parameters. For example, the authentication module needs
	    to know location of MySQL database which contains users' security
	    credentials.  How module parameters are set using the
	    <command>modparam</command> directive is shown in <xref
	    linkend="moduleparameters"/>.  <command>modparam</command> always
	    contains identification of module, parameter name and parameter
	    value. Description of parameters available in modules is available
	    in module documentation.
	</para>
	<para>
	    Yet another thing to notice in this example is module
	    dependency. Modules may depend on each other. For example, the
	    authentication modules leverages the mysql module for accessing
	    mysql databases and sl module for generating authentication
	    challenges. We recommend that modules are loaded in dependency
	    order to avoid ambiguous server behavior.  </para>
	<para>
	    <example id="moduleparameters">
		<title>Module Parameters</title>
		<programlisting>
# ------------------ module loading ----------------------------------

# load first modules on which 'auth' module depends;
# sl is used for sending challenges, mysql for storage
# of user credentials
loadmodule "modules/sl/sl.so"
loadmodule "modules/mysql/mysql.so"
loadmodule "modules/auth/auth.so"

# ------------------ module parameters -------------------------------
# tell the auth module the access data for SQL database:
# username, password, hostname and database name
modparam("auth", "db_url","mysql://ser:secret@dbhost/ser")


# -------------------------  request routing logic -------------------
# authenticate all requests prior to forwarding them

route{

    if (!proxy_authorize("foo.bar" /* realm */,
         "subscriber" /* table name */ )) {
        proxy_challenge("foo.bar", "0");
        break;
    };
    forward(192.168.0.10,5060);
}
		</programlisting>
	    </example>
	</para>
    </section>

    <section id="writing_scripts">
	<title>Writing Scripts</title>
	<para>
	    This section demonstrates simple examples
	    how to configure server's behavior using the
	    <application>ser</application>
	    request routing language. All configuration scripts follow the 
	    <application>ser</application> language 
	    syntax, which dictates the following section ordering:
	    <itemizedlist>
		<listitem>
		    <para>
			<emphasis>global configuration parameters</emphasis> --
			these value affect behavior of the server such as port
			number at which it listens, number of spawned children
			processes, and log-level. See <xref
			linkend="coreoptions"/> for a list of available options.
		    </para>
		</listitem>

		<listitem>
		    <para>
			<emphasis>module loading</emphasis> -- these statements
			link external modules, such as transaction management
			(tm) or stateless UA server (sl)  dynamically. See
			<xref linkend="modulereference"/> for a list of modules
			    included in <application>ser</application>
			    distribution.
		    </para>
		    <note>
			<para>
			    If modules depend on each other, than the depending
			    modules must be loaded after modules on which they
			    depend. We recommend to load first modules
			    <command>tm</command> and <command>sl</command>
			    because many other modules (authentication, user
			    location, accounting, etc.) depend on these.
			</para>
		    </note>
		</listitem>
		<listitem>
		    <para>
			<emphasis>module-specific parameters</emphasis> -- determine
			how modules behave; for example, it is possible to configure
			database to be used by authentication module.
		    </para>
		</listitem>
		<listitem>
		    <para>
			one or more <emphasis>route blocks</emphasis> containing the
			request processing logic, which includes built-in actions
			as well as actions exported by modules. See <xref linkend="builtinref"/>
			    for a list of built-in actions.
		    </para>
		</listitem>
		<listitem>
		    <para>
			optionally, if modules supporting reply
			processing (currently only TM) are loaded,
			one or more <emphasis>failure_route blocks</emphasis> containing
			logic triggered by received replies. Restrictions on use of
			actions within <command>failure_route</command>
			blocks apply -- see <xref linkend="builtinref"/> for more
			    information.
		    </para>
		</listitem>
	    </itemizedlist>
	</para>

	<section id="defaultscript">
	    <title>Default Configuration Script</title>		
	    <para>
		The configuration script, <filename>ser.cfg</filename>,
		is a part of every <application>ser</application>
		distribution and defines default behavior. It allows users
		to register with the server and have requests proxied to each
		other.
	    </para>
	    <para>
		After performing
		routine checks, the script looks whether incoming request is for
		served domain. If so and the request is "REGISTER", <application>ser</application>
		acts as SIP registrar and updates database of user's contacts.
		Optionally, it verifies user's identity first to avoid
		unauthorized contact manipulation.
	    </para>
	    <para>
		Non-REGISTER requests for served domains are then processed using
		user location database. If a contact is found for requested URI,
		script execution proceeds to stateful forwarding, a negative 404
		reply is generated otherwise. Requests outside served domain
		are always statefully forwarded.
	    </para>
	    <para>
		Note that this simple script features several limitations:
		<itemizedlist>
		    <listitem>			    
			<para>
			    By default, authentication is turned off to avoid
			    dependency on mysql. Unless it it turned on, anyone
			    can register using any name and "steal" someone else's
			    calls.
			</para>
		    </listitem>

		    <listitem>
			<para>
			    Even it authentication is turned on, there is no relationship
			    between authentication username and address of record. That
			    means that for example a user authenticating himself correctly
			    with "john.doe" id may register contacts for "gw.bush".
			    Site policy may wish to mandate authentication id to be equal
			    to username claimed in To header field. <action>check_to</action>
			    action from auth module can be used to enforce such a policy.
			</para>
		    </listitem>
		    <listitem>
			<para>
			    There is no dialing plan implemented. All users are supposed to
			    be reachable via user location database. See <xref linkend="numberingplans"/>
				for more information.
			</para>
		    </listitem>
		    <listitem>
			<para>
			    The script assumes users will be using server's name as a part of
			    their address of record. If users wish to use another name (domain
			    name for example), this must be set using the <varname>alias</varname>
			    options. See <xref linkend="domainmatching"/> for more information.
			</para>
		    </listitem>
		    <listitem>
			<para>
			    If authentication is turned on by uncommenting related configuration
			    options, clear-text user passwords will by assumed in back-end database.
			</para>
		    </listitem>
		</itemizedlist>
	    </para>
	    <example>
		<title>Default Configuration Script</title>
		<programlisting>
<xi:include href="../../etc/ser.cfg" parse="text"/>
		</programlisting>
	    </example>
	</section>

	<section id="statefulua">
	    <title>Stateful User Agent Server</title>
	    <para>
		This examples shows how to make ser act as a stateful user
		agent (UA). Ability to act as as a stateful UA is essential
		to many applications which terminate a SIP path. These
		applications wish to focus on their added value. They
		do not wish to be involved in all SIP gory details, such
		as request and reply retransmission, reply formatting, etc.
		For example, we use the UA functionality to shield 
		SMS gateway and instant message store from SIP transactional
		processing.
		The simple example bellow issues a log report on receipt
		of a new transaction. 
		If we did not use a stateful UA, every single request retransmission
		would cause the application to be re-executed which would result in
		duplicated SMS messages, instant message in message store or 
		log reports.
	    </para>
	    <para>
		The most important actions are <command> t_newtran</command>
		    and <command> t_reply</command>. <command>
		    
		    t_newtran</command> shields subsequent code from
		retransmissions.  It returns success and continues when a new
		request arrived.  It exits current route block immediately on
		receipt of a retransmission. It only returns a negative value
		when a serious error, such as lack of memory, occurs.
	    </para>
	    <para>
		<command>t_reply</command> generates
		a reply for a request. It generates the reply statefully,
		i.e., it is kept for future retransmissions in memory.
	    </para>
	    <note>
		<para>
		    Applications that do not need stateful processing
		    may act as stateless UA Server too. They just use
		    the <command>sl_send_reply</command> action to
		    send replies to requests without keeping any
		    state. The benefit is memory cannot run out,
		    the drawback is that each retransmission needs to
		    be processed as a new request. An example of use
		    of a stateless server is shown in
		    <xref linkend="redirectserver"/> and
		    	<xref linkend="executingscript"/>.
		</para>
	    </note>
	    <example>
		<title>Stateful UA Server</title>
		<programlisting format="linespecific">
<xi:include href="../../examples/uas.cfg" parse="text"/>
		</programlisting>
	    </example>
	</section> <!-- Stateful UAS -->

	<section id="redirectserver">
	    <title>Redirect Server</title>
	    <para>
		The redirect example shows how to redirect a request
		to multiple destination using 3xx reply. Redirecting
		requests as opposed to proxying them is essential to
		various scalability scenarios. Once a message is
		redirected, <application>ser</application>
		discards all related state and is no more involved
		in subsequent SIP transactions (unless the redirection
		addresses point to the same server again).
	    </para>
	    <para>
		The key <application>ser</application> actions in this example 
		are <command>append_branch</command> and 
		<command>sl_send_reply</command> (sl module).
	    </para>
	    <para>
		<command>append_branch</command> adds
		a new item to the destination set. The destinations set always
		includes the current URI and may be enhanced up to
		<constant>MAX_BRANCHES</constant> items.
		<command>sl_send_reply</command> command, 
		if passed SIP reply code 3xx, takes all values in current 
		destination set and adds them to Contact header field in 
		the reply being  sent.
	    </para>
	    <example id="redirectexample">
		<title>Redirect Server</title>
		<programlisting>
<xi:include href="../../examples/redirect.cfg" parse="text"/>
		</programlisting>
	    </example>
	</section> <!-- redirect server-->
	
	<section id="executingscript">
	    <title>Executing External Script</title>
	    <para>
		Like in the previous example, we show how to
		make <application>ser</application> act as a redirect server. The difference is 
		that we do not use redirection addresses hardwired in
		<application>ser</application> script but
		get them from external shell commands. We also use
		ser's ability to execute shell commands to log
		source IP address of incoming SIP requests.
	    </para>
	    <para>
		The new commands introduced in this example are
		<command>exec_msg</command> and
		<command>exec_dset</command>.
		<command>exec_msg</command> takes
		current requests, starts an external command, and
		passes the requests to the command's standard input.
		It also passes request's source IP address in
		environment variable named <constant>SRCIP</constant>.
	    </para>
	    <para>
		<command>exec_dset</command> serves for URI rewriting by
		external applications.  The <command>exec_dset</command> action
		passes current URI to the called external program, and rewrites
		current destination set with the program's output. An example
		use would be an implementation of a Least-Cost-Router, software
		which returns URI of the cheapest PSTN provider for a given
		destination based on some pricing tables. <xref
		linkend="execscript"/> is much easier: it prints fixed URIs on
		its output using shell script <command>echo</command> command.
	    </para>
	    <note>
		<para>
		    This script works statelessly -- it uses this action for
		    stateless replying, <command>sl_send_reply</command>.  No
		    transaction is kept in memory and each request
		    retransmission is processed as a brand-new request. That
		    may be a particular concern if the server logic
		    (<command>exec</command> actions in this example) is too
		    expensive. See <xref linkend="statefulua"/> for instructions
		    on how to make server logic stateful, so that
		    retransmissions are absorbed and do not cause re-execution
		    of the logic.
		</para>
	    </note>
	    <example id="execscript">
		<title>Executing External Script</title>
		<programlisting>
<xi:include href="../../examples/exec.cfg" parse="text"/>
		</programlisting>
	    </example>
	</section> <!-- exec example -->
	
	<section id="replyprocessingsection">
	    <title>On-Reply Processing (Forward on Unavailable)</title>
	    <para>
		Many services depend on status of messages relayed
		downstream: <emphasis>forward on busy</emphasis> and 
		<emphasis>forward on no reply</emphasis> to name the
		most well-known ones. To support implementation of
		such services, <application>ser</application>
		allows to return to request processing when request
		forwarding failed. When a request is reprocessed,
		new request branches may be initiated or the transaction
		can be completed at discretion of script writer.
	    </para>
	    <para>
		The primitives used are <command>t_on_failure(r)</command>
		and <command>failure_route[r]{}.</command> If
		<command>t_on_failure</command> is called before
		a request is statefully forwarded and a forwarding failure occurs, 
		<application>ser</application>
		will return to request processing in a <command>failure_route</command>
		block. Failures include receipt of a SIP error
		(status code >= 300 ) from downstream or not receiving
		any final reply within final response period.
	    </para>
	    <para>
		The length of the timer is governed by parameters of the
		tm module. <varname>fr_timer</varname> is the length of
		timer set for non-INVITE transactions and INVITE transactions
		for which no provisional response is received. If a timer
		hits, it indicates that a downstream server is unresponsive.
		<varname>fr_inv_timer</varname> governs time to wait for 
		a final reply for an INVITE. It is typically longer than
		<varname>fr_timer</varname> because final reply may take
		long time until callee (finds a mobile phone in a pocket and)
		answers the call.
	    </para>
	    <para>
		In <xref linkend="replyprocessing"/>,
		    <command>failure_route[1]</command> is set to be entered on
		    error using the <command>t_on_failure(1)</command>
		    action. Within this reply block,
		    <application>ser</application> is instructed to initiate a
		    new branch and try to reach called party at another
		    destination (sip:nonsense@iptel.org). To deal with the case
		    when neither the alternate destination succeeds,
		    <application>t_on_failure</application> is set again. If
		    the case really occurs, <command>failure_route[2]</command>
		    is entered and a last resort destination
		    (sip:foo@iptel.org) is tried.
	    </para>
	    <example id="replyprocessing">
		<title>On-Reply Processing</title>
		<programlisting>
<xi:include href="../../examples/onr.cfg" parse="text"/>
		</programlisting>
	    </example>
	</section> <!-- reply processing -->
    </section> <!-- examples -->
</section>
