# Open Phone Abstraction Library

OPAL is a C++ class library for normalising the numerous telephony protocols into a single integrated call model. The following is a general overview of the library.

Which is your typical layered approach to a system. The application layer is presented with a unified model for making calls over whatever underlying protocol or hardware by the so the calls can be placed and media flow handled in, as much as possible, an identical manner.

A Call is defined as the connection between two or more Addresses each through a Connection created by an Endpoint. The call usually has multiple Media Streams transferring information (eg voice) of a particular Media Format from one endpoint to another. The data is copied from a Source Media Stream to a Sink Media Stream via a Media Patch thread.

An application can control the connection between endpoints according to its own logic. For example all incoming calls are routed to the POTS port.

## Protocol Abstractions

A protocol is abstracted into several entities representing aspects of the call model. These are defined as the Address, Endpoint, Connection, Call & MediaStream.

### Addresses

A call Address is a string consisting of a unique string identifier for the protocol or endpoint type to be used followed by a colon and a string that is dependent on that line for its format. For instance a PSTN line would expect a simple phone number. As it is a text string, the address maximises portability and useability for user interfaces. For example, a call to a number using a PSTN endpoint would be “pstn:555-1234” or “pstn:555-1234@line1” where “line1” is the name of a specific instance of a PSTN endpoint. Another example would be “h323:phone.quicknet.net” or “h323:derhart@gk.quicknet.net” where the second form indicates a gateway to use for the specified alias.

### Endpoint

An Endpoint embodies the permanent aspects of a telephone abstraction for a particular protocol. There is usually one and only one instance of each specific endpoint class. Its lifetime is usually the duration of the application.

There are two broad types of endpoints, a Terminal Endpoint and a Network Endpoint. A terminal endpoint is one where a call usually ends, for example a POTS port with a phone handset attached. A network endpoint is one that connects through a network of some form, not necessarily a LAN or Internet. For example, H.323 protocol stack or a PSTN line.

Each endpoint has a set of attributes that can control its default behaviour. For example whether it is a terminal or network endpoint. An endpoint may support a single (eg PSTN/POTS), dual (eg ISDN BRI) or many (eg H.323/SIP) simultaneous connections. An endpoint may only accept incoming calls (SIP server), only be able to make calls (SIP client, or Net2phone) or both depending on the semantics of the underlying protocol. All of these attributes are abstracted for default behaviour that the application can override through the use of call back functions.

The classes H323EndPoint and OpalLIDEndPoint are examples of endpoints.

### Connection

A Connection embodies the more ephemeral attributes of the telephone call when a connection is active from this application using the specified protocol. This contains all of the state information for maintaining the connection to whatever the protocol dictates is the “remote”.

For example a call linking a remote H.323 endpoint to a simple telephone handset would have a H323Connection and an OpalLIDConnection. The H323Connection contains such things as the sockets to maintain the signalling and control channels from this host to the remote H.323 host. The OpalLIDConnection contains a pointer to a OpalLineInterfaceDevice and has such things as its current state eg ringing, playing engaged tone etc.

This objects lifetime is for the duration of the connection and is usually dictated by external influences, eg picking up the handset and then replacing it. The Endpoint creates and deletes the Connection as required, though the application can get involved in this processing if it needs to, eg to add extra information on a connection by connection basis.

### Call

A Call is the entity that connects two or more connections together. This is typically created by the application in response to call backs for an incoming connection on a protocol. The application can decide routing by whatever means and create a second connection using a protocol of its choice. Then the call is created with the two connections.

The lifetime of the call is controlled by the application, but is typically for as long as there is at least one connection that attached to it.

### Media Streams

A Media Stream embodies a source or sink of data of a particular Media Format, eg, audio data (G.711), video data (H.261) or T.120 conferencing data.

Each protocol utilises a particular type of media stream. For example the H.323 protocol would create media streams that utilise an RTP session. The Telephone Line protocol creates media streams that use an OpalLineInterfaceDevice for its I/O.

The lifetime of the media stream is highly dependent on the protocol. They may come and go on demand as dictated by the underlying protocol. For example a H.323 video media stream is not created immediately on the call beginning, but later on user request. And when the user closes the video window the video media stream is then closed and deleted. However, the media streams for a Telephone Line would be created with its connection and remain for the duration of the connection as there is always a fixed one to two relationship between a Telephone Line and its media streams (source and sink).

When data is transferred from a source media stream to a sink media stream, there may be required software conversion of the media format. For example if an H.323 connection was providing a source media stream that used the G.711 media format, and the sink media stream was a LID connection using a line interface device that supported G.711 directly, then data may be simply copied from one to the other. If however, the sink is a sound card then a software codec, or Transcoder, is required to convert the G.711 media format to the PCM-16 media format. If there is no transcoder available then the media stream fails to open and is removed.

### Manager

There is one more entity in the OPAL architecture. The OpalManager is essentially just a target for numerous call back functions that the system can generate. An application would have a single instance of a descendant of this class and would typically hang all of its control logic in there. At the very least handling functions such as OnIncomingConnection and routing this to another protocol endpoint to complete a call.

## Call Scenarios

Here are some typical scenarios to show how the various entities operate together.

The scenarios here are based on an “OpenPhone” style application that has H.323 and LID (PhoneJACK etc) support.

### Initialisation

Upon start up instances of three endpoints are created: one for H.323, one for a Telephone Line and one for the PC sound system.

The H.323 endpoint creates a background thread to listen for incoming calls. Typically this is TCP port 1720. As many threads and “listeners” may be created for different interfaces, ports or protocol (eg Ipv6).

The Telephone Line endpoint creates a background thread that monitors the Line Interface Device state, eg on or off hook etc. Note that the Telephone Line endpoint can have multiple LIDs and each LID can have multiple physical lines, so quite a few Telephone Lines can be monitored by this endpoint.

The PC sound system would nor create any background threads as its control actions (on/off hook equivalent) are all done though call back functions that interface to the applications user interface threads. For example when a button is pressed in a make call dialog then a function is called on the PCSS endpoint and its internal state is changed to “off hook”. The thread that controls this is the user interface thread.

### Establishing a call

#### Call Model

POTS to H.323

H.323 to POTS

Connection detected.

An endpoint detects a new connection via some means and creates a connection object.

When the user picks up the handset the Telephone Line Endpoints background thread detects this and creates a Telephone Line Connection object. The Telephone Line Endpoint must remember this object as it continues to monitor the line for the user placing the receiver back on hook.

The background thread of the H.323 endpoint accepts an incoming TCP connection and after reading the first SETUP PDU it creates a H.323 connection object. The created H.323 connection creates a new thread to look after the H.225/Q.931signalling channel, and possibly a second thread to look after the H.245 control channel if tunnelling is not available. This thread will cause call back functions on the connection to be called.

Upon creation of the new connection object this is passed to the manager call back OnIncomingConnection. An application could override this function for any special treatment, for example getting a account number and PIN code via the use of the endpoints GetUserIndication function. The default behaviour would call the connections GetDestinationAddress function

The Line connection GetUserIndication gets a DTMF tone from the LID.

The Line connection GetDestinationAddress gathers a sequence of DTMF digits from the LID.

The H.323 connection GetUserIndication returns the last value received in the H.245 UserIndication PDU.

The H.323 connection GetDestinationAddress looks at the various fields of the last received SETUP PDU such as destinationAlias to determine a destination address.

Now the manager’s OnRouteConnection is called given the connection a source address and a destination address. An application would invariably override this function as the default behaviour can only attempt to route the call to the first endpoint type that is not the same type.

The OnRouteConnection function looks up speed dial list given the destination address, which are the digits gathered from the handset. A new H.323 connection created by the H.323 endpoint and the address looked up from the speed dial passed to it.

The created H.323 connection creates a new thread to look after the H.225/Q.931signalling channel, and possibly a second thread to look after the H.245 control channel if tunnelling is not available. This thread will cause call back functions on the connection to be called.

The Line endpoint is asked to create a new connection object using to the first POTS line that is not already in use.

Note that this is even though the handset is not off hook. The Line endpoint thread must be aware that the next time the handset is picked up it is in response to an incoming call rather than initiating a new connection.

Then the manager’s OnNewCall function is executed to combine the two connections. The application may override this function to create its own Call class descendent if it requires application specific state information for the call, or to intercept a number of call back functions available on this object.

For each connection the AttachCall function is executed to indicate to the connection the call to be used for some call back functions.

The remainder of the signalling sequence is now executed.

For H.323 connections the AttachCall also involves building the local H.323 capability set and fast start list from a combination of the other connections GetMediaFormats list and the available transcoders.

For H.323 connections the AttachCall also involves building the local H.323 capability set from the other connections GetMediaFormats list and the available transcoders.

If the SETUP PDU had fast start elements then the audio and video elements to be initially started are selected.

The SetUp function on the destination connection is called.

The SetUp function starts the H.323 signalling channel background thread, which send the SETUP PDU and awaits replies.

Note that to support fast start the media stream selection function described below is done now, creating some media streams but not starting them.

The SetUp function for Line connection begins ringing the handset via the LID. I then calls the OnAlerting function on the Line connection.

The new destination connection, which just had the SetUp function called, detects that the entity it represents has begun alerting its user and calls the connections OnAlerting function. Which calls the Call objects OnAlerting function, which in turn calls the source connections DoAlerting function.

When the H.323 signalling thread reads an ALERTING PDU it calls the H.323 connection OnAlerting function.

The Line connection DoAlerting function plays the Ring Back tone on the LID.

On a Line connection, the SetUp function called in the previous phase calls the OnAlerting function.

The H.323 connection DoAlerting function sends an ALERTING PDU to the remote endpoint.

The destination connection detects that the user has answered the call. It calls the OnConnected function, which calls the Call objects OnConnected function, which calls the source connections Connected function.

The H.323 signalling thread then receives the CONNECT PDU which calls the H.323 connection OnConnected function.

The Line connection Connected function just stops the ring back tone on the LID.

The Line endpoint’s thread then detects the handset go off hook, which calls the Line connection OnConnected function.

The H..323 Connected function sends the CONNECT PDU to the remote endpoint.

The SelectMediaStreams function is called on both connections of a call for them to create all source (transmitter) media streams.

An H.323 connection creates an RTP media stream. If there had been fast start elements returned from the remote endpoint, the SelectMediaStreams will create media streams for those media formats. Otherwise it chooses the first entry in the remote endpoints capability set.

For the Line connection a LID media stream is created selected from the first media format available in the H.323 connections GetMediaFormats list.

An H.323 connection creates an RTP media stream. If there had been fast start elements in the SETUP PDU, the SelectMediaStreams will create media streams for the media formats that were selected earlier in this sequence. Otherwise it chooses the first entry in the remote endpoints capability set.

For the Line connection a LID media stream is created selected from the first media format available in the H.323 connections GetMediaFormats list.

The sink (receiver) media stream are created when the source media stream is started. The OnPatchMediaStream call back on the other connection object to the source media stream is called to create the media stream.

An H.323 connection creates an RTP media stream.

For the Line connection a LID media stream is created.

An H.323 connection creates an RTP media stream.

For the Line connection a LID media stream is created.

At this point we have an established call and the connections OnEstablished functions as well as the managers OnCallEstablished function is called completing the call establishment. |  |

### Clearing a call

#### Call Model

POTS

H.323

One of the connections detects that the call is to be cleared and call the connections Clear function.

The Line endpoints thread detects the handset has gone on hook and calls Clear on the Line connection.

The H.323 connection calls the Clear function when it received a H.245 end session or a H.225 Release Complete or a gatekeeper DRQ is received or the signalling and control TCP connections unexpectedly shut down.

Then a background thread is signalled to complete the shutting down of the connection. This cleans up any resources it has used.

The connection is shut down, closing all media streams that it is associated with. Closing a source media stream will then wait for its associated thread to terminate. | Media streams are closed and deleted. | Media streams are closed and deleted when the logical channels are closed. The signalling and control channels are closed, waiting for its threads to terminate.
After the connection is shut down the OnClearedConnection function is executed on the call object. This allows an application to intercept this event for its own purposes. The default behaviour is to call Clear on the remaining connection. | Called from the connections Clear function. | Called from the background thread.
When the last connection in a call is cleared then the managers OnCallCleared function is executed. The default behaviour is to delete the call, which in turn deletes the connections. |  |

### Establishing a call from POTS to H.323

When the user hangs up the handset the Telephone Line Endpoints background thread detects this and calls the Clear function on the Line connection.

## Application Overview

An application would create an instance of an OpalManager and then instances of various OpalEndpoint descendants that it wishes to support. The endpoints may have protocol specific initialisation. For example with H.323 this could be the connection to a gatekeeper and logging into it. For LID endpoints it may be the programming of country specific data for each PSTN line.

After this, the system is ready to accept or make calls.

## Main Classes

### OpalManager

An application would typically create a single instance of a descendent of this class, which manages all of the endpoints and calls between endpoints within the overall library. This class has many virtual functions for allowing the application to obtain notification of events within each of the endpoints as they occur.

### OpalEndpoint

An application, upon creating the OpalManager, would then create all of the endpoints it is going to support. These instances are descended from this class. For example the H323Endpoint class is a descendent from OpalEndpoint and represents an endpoint for the H.323 protocol.

The main functionality available on an endpoint is as follows. Note that each function is context sensitive and each of the specific endpoint types (H.323 etc) will act according to its exact semantics.

State

Get or set the state of the endpoint. The set state is only possible on a network endpoint and may be subject to other restrictions depending on the semantics of the underlying protocol. The get state returns the current state which may not be the same as that used in a set state call as it always reflects the actual state of endpoint. The states are:

- Inactive Endpoint is down and cannot make calls.
- Idle Endpoint is available but not in use
- Ringing Endpoint has an incoming call.
- CallProceeding Endpoint is connecting to a remote party.
- Alerting Remote party is being alerted.
- CallEstablished Call is established.

Register

Register the endpoint with its terminal or network. If successful, it typically moves the endpoint from the Inactive to Idle states. A local identifier may be provided which indicates how the endpoint is advertised to the outside world. For a terminal endpoint this would only be used for internal switching algorithms. For network endpoints this may not be adjustable, for example the phone number of a PSTN endpoint may be set within the context of the library, but changing the value does not change what the endpoint is physically attached to.

Unregister | Unregister the endpoint from its terminal or network. This will drop any existing calls and move the endpoint to the inactive state.
Remote ID | Get or set the remote identifier used on the endpoint. For an incoming call on a network endpoint, this would be the Caller ID. Doing a set remote identifier on a terminal endpoint would send the Caller ID to the terminal. A set for a network endpoint would be ignored.
Connect | Establish a connection to an address on a network endpoint. For a terminal line it will cause the line to ring.
Answer | Establish a connection to an incoming call on a network line.
Disconnect | Drop an established connection on a line. If this leaves only one line left in a call, then that line is disconnected as well and the call is cleared.
Indications | Send and receive user indications. For example DTMF tones on a PSTN line.
Media Format | Get or set the encoding schemes used for transferring media data. An endpoint may encode several channels of media data, each of which may be one of many encoding methods.
Capabilities | Functions for determining what the specific line class is capable of.
Monitors | Call back functions to allow the application to be informed of events and state changes in the line.

### H323Endpoint

An endpoint for the H.323 protocol.

### SipServerEndpoint

An endpoint for incoming SIP protocol calls.

### SipClientEndpoint

An endpoint for outgoing SIP protocol calls.

### LIDEndpoint

An endpoint for OpalLineInterfaceDevice lines. A number of LIDs may be attached to this endpoint

### OpalLineInterfaceDevice

The PSTN and POTS line types are built on a further sub-system that defines a Line Interface Device. This abstracts a hardware device that embodies PSTN or POTS lines. A single instance of a LID may controls one or more physical lines.

### PCEndpoint

A simulated terminal endpoint based on standard personal computer user interface components. Audio media is via standard sound cards, video media to the screen, user indications and control signalling are via keyboard or GUI based controls. An application would typically create a descendent of this class to implement the details of the user interface.

### OpalCall

This is the class that embodies a call that is currently in progress. It essentially consists of zero or more instances of OpalConnection descendent classes, for example a H323Connection. A conference can be supported when more than two connections are involved in a call. This could also support forwarding, hold and similar call management functions.

### OpalConnection

This class is that part of a call being a connection to a specific endpoint. The connection consists of some state information, source and destination addresses/aliases and zero or more media channels. A connections lifetime is the duration of the call.

### OpalMediaStream

This represents a media stream to or from a connection. For example there is a one to one relationship between an OpalMediaStream class and a H.323 Logical Channel. A channel may be a source or a sink of media data. The source

### OpalMediaPatch

This is the class that implements the linking of media streams. It contains the thread of control that reads from a source media stream, optionally converts its format using the transcoder library, then writes the media data to the sink media stream. A jitter buffer may also be inserted into the pipeline.

### OpalTranscoder

This represents a media conversion function. This may be used to match the media data format provided by media streams. This contains all the state information for the appropriate translation algorithm. Instances of this class only exist for the duration of a media patch that requires conversion of data from the source stream to the destination stream.