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How to understand and use delta updates in Device Update for IoT Hub (Preview)

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Delta updates allow you to generate a small update that represents only the changes between two full updates - a source image and a target image. This approach is ideal for reducing the bandwidth used to download an update to a device, particularly if there are only a few changes between the source and target updates.

Note

The delta update feature is currently in public preview.

Requirements for using delta updates in Device Update for IoT Hub

  • The source and target update files must be SWUpdate (SWU) format.

  • Within each SWUpdate file, there must be a raw image that uses the Ext2, Ext3, or Ext4 filesystem.

  • The delta generation process recompresses the target SWU update using gzip compression in order to produce an optimal delta. Import this recompressed target SWU update to the Device Update service along with the generated delta update file.

Configure a device with Device Update agent and delta processor component

In order for your device to download and install delta updates from the Device Update service, you need several components present and configured.

Device Update agent

The Device Update agent orchestrates the update process on the device, including download, install, and restart actions. Add the Device Update agent to a device and configure it for use. Use agent version 1.0 or later. For instructions, see Device Update agent provisioning.

Update handler

An update handler integrates with the Device Update agent to perform the actual update install. For delta updates, start with the microsoft/swupdate:2 update handler if you don't already have your own SWUpdate update handler that you want to modify.

Delta processor

The delta processor re-creates the original SWU image file on your device after the delta file is downloaded, so your update handler can install the SWU file. The delta processor is available in the Azure/iot-hub-device-update-delta GitHub repo.

To add the delta processor component to your device image and configure it for use, you can download a .deb package that is supported on Ubuntu 20.04 and later. If you are using another distro, follow the README.md instructions to use CMAKE to build the delta processor from source instead. From there, install the shared object (libadudiffapi.so) directly by copying it to the /usr/lib directory:

sudo cp <path to libadudiffapi.so> /usr/lib/libadudiffapi.so
sudo ldconfig

Add a source SWU image file to your device

After a delta update is downloaded to a device, it must be compared against a valid source SWU file that was previously cached on the device. This process is needed for the delta update to re-create the full target image. The simplest way to populate this cached image is to deploy a full image update to the device via the Device Update service (using the existing import and deployment processes). As long as the device is configured with the Device Update agent (version 1.0 or later) and delta processor, the Device Update agent caches the installed SWU file automatically for later delta update use.

If you instead want to directly prepopulate the source image on your device, the path where the image is expected is:

[BASE_SOURCE_DOWNLOAD_CACHE_PATH]/sha256-[ENCODED HASH]

By default, BASE_SOURCE_DOWNLOAD_CACHE_PATH is the path /var/lib/adu/sdc/[provider]. The [provider] value is the Provider part of the updateId for the source SWU file.

ENCODED_HASH is the base64 hex string of the SHA256 of the binary, but after encoding to base64 hex string, it encodes the characters as follows:

  • + encoded as octets _2B
  • / encoded as octets _2F
  • = encoded as octets _3D

Generate delta updates using the DiffGen tool

Environment prerequisites

Before creating deltas with DiffGen, several things need to be downloaded and/or installed on the environment machine. We recommend a Linux environment and specifically Ubuntu 20.04 (or Windows Subsystem for Linux if natively on Windows).

The following table provides a list of the content needed, where to retrieve them, and the recommended installation if necessary:

Binary Name Where to acquire How to install
DiffGen Azure/iot-hub-device-update-delta GitHub repo Download the version matching the OS/distro on the machine that will be used to generate delta updates.
.NETCore Runtime, version 8.0.0 Via Terminal / Package Managers Instructions for Linux. Only the Runtime is required.

Create a delta update using DiffGen

The DiffGen tool is run with several arguments. All arguments are required, and overall syntax is as follows:

DiffGenTool [source_archive] [target_archive] [output_path] [log_folder] [working_folder] [recompressed_target_archive]

  • The script recompress_tool.py runs to create the file [recompressed_target_archive], which then is used instead of [target_archive] as the target file for creating the diff.
  • The image files within [recompressed_target_archive] are compressed with gzip.

If your SWU files are signed (likely), you need another argument as well:

DiffGenTool [source_archive] [target_archive] [output_path] [log_folder] [working_folder] [recompressed_target_archive] "[signing_command]"

  • In addition to using [recompressed_target_archive] as the target file, providing a signing command string parameter runs recompress_and_sign_tool.py to create the file [recompressed_target_archive] and have the sw-description file within the archive signed (meaning a sw-description.sig file is present). You can use the sample sign_file.sh script from the Azure/iot-hub-device-update-delta GitHub repo. Open the script, edit it to add the path to your private key file, then save it. See the examples section for sample usage.

The following table describes the arguments in more detail:

Argument Description
[source_archive] This is the image that the delta is based against when creating the delta. Important: this image must be identical to the image that is already present on the device (for example, cached from a previous update).
[target_archive] This is the image that the delta updates the device to.
[output_path] The path (including the desired name of the delta file being generated) on the host machine where the delta file is placed after creation. If the path doesn't exist, the tool creates it.
[log_folder] The path on the host machine where logs creates. We recommend defining this location as a sub folder of the output path. If the path doesn't exist, the tool creates it.
[working_folder] The path on the machine where collateral and other working files are placed during the delta generation. We recommend defining this location as a subfolder of the output path. If the path doesn't exist, the tool creates it.
[recompressed_target_archive] The path on the host machine where the recompressed target file is created. This file is used instead of <target_archive> as the target file for diff generation. If this path exists before calling DiffGenTool, the path is overwritten. We recommend defining this path as a file in the subfolder of the output path.
"[signing_command]" (optional) A customizable command used for signing the sw-description file within the recompressed archive file. The sw-description file in the recompressed archive is used as an input parameter for the signing command; DiffGenTool expects the signing command to create a new signature file, using the name of the input with .sig appended. Surrounding the parameter in double quotes is needed so that the whole command is passed in as a single parameter. Also, avoid putting the '~' character in a key path used for signing, and use the full home path instead (for example, use /home/USER/keys/priv.pem instead of ~/keys/priv.pem).

DiffGen examples

In these examples, we're operating out of the /mnt/o/temp directory (in WSL):

Creating diff between input source file and recompressed target file:

sudo ./DiffGenTool  
/mnt/o/temp/[source file.swu]  
/mnt/o/temp/[target file.swu]  
/mnt/o/temp/[delta file to be created]  
/mnt/o/temp/logs  
/mnt/o/temp/working  
/mnt/o/temp/[recompressed file to be created.swu]

If you're also using the signing parameter (needed if your SWU file is signed), you can use the sample sign_file.sh script referenced previously. First, open the script and edit it to add the path to your private key file. Save the script, and then run DiffGen as follows:

Creating diff between input source file and recompressed/re-signed target file:

sudo ./DiffGenTool  
/mnt/o/temp/[source file.swu]
/mnt/o/temp/[target file.swu]   
/mnt/o/temp/[delta file to be created]  
/mnt/o/temp/logs  
/mnt/o/temp/working  
/mnt/o/temp/[recompressed file to be created.swu]  
/mnt/o/temp/[path to script]/sign_file.sh

Import the generated delta update

The basic process of importing an update to the Device Update service is unchanged for delta updates, so if you haven't already, be sure to review this page: How to prepare an update to be imported into Azure Device Update for IoT Hub

Generate import manifest

The first step to import an update into the Device Update service is always to create an import manifest if you don't already have one. For more information about import manifests, see Importing updates into Device Update. For delta updates, your import manifest needs to reference two files:

  • The recompressed target SWU image created when you ran the DiffGen tool.
  • The delta file created when you ran the DiffGen tool.

The delta update feature uses a capability called related files, which requires an import manifest that is version 5 or later.

To create an import manifest for your delta update using the related files feature, you need to add relatedFiles and downloadHandler objects to your import manifest.

Use the relatedFiles object to specify information about the delta update file, including the file name, file size and sha256 hash. Importantly, you also need to specify two properties which are unique to the delta update feature:

"properties": {
      "microsoft.sourceFileHashAlgorithm": "sha256",
      "microsoft.sourceFileHash": "[insert the source SWU image file hash]"
}

Both of these properties are specific to your source SWU image file that you used as an input to the DiffGen tool when creating your delta update. The information about the source SWU image is needed in your import manifest even though you don't actually import the source image. The delta components on the device use this metadata about the source image to locate the image on the device once the delta is downloaded.

Use the downloadHandler object to specify how the Device Update agent orchestrates the delta update, using the related files feature. Unless you're customizing your own version of the Device Update agent for delta functionality, you should only use this downloadHandler:

"downloadHandler": {
  "id": "microsoft/delta:1"
}

You can use the Azure Command Line Interface (CLI) to generate an import manifest for your delta update. If you haven't used the Azure CLI to create an import manifest before, see Create a basic import manifest.

az iot du update init v5
--update-provider <replace with your Provider> --update-name <replace with your update Name> --update-version <replace with your update Version> --compat manufacturer=<replace with the value your device will report> model=<replace with the value your device will report> --step handler=microsoft/swupdate:2 properties=<replace with any desired handler properties (JSON-formatted), such as '{"installedCriteria": "1.0"}'> --file path=<replace with path(s) to your update file(s), including the full file name> downloadHandler=microsoft/delta:1 --related-file path=<replace with path(s) to your delta file(s), including the full file name> properties='{"microsoft.sourceFileHashAlgorithm": "sha256", "microsoft.sourceFileHash": "<replace with the source SWU image file hash>"}'

Save your generated import manifest JSON to a file with the extension .importmanifest.json

Import using the Azure portal

Once you create your import manifest, you're ready to import the delta update. To import, follow the instructions in Add an update to Device Update for IoT Hub. You must include these items when importing:

  • The import manifest .json file you created in the previous step.
  • The recompressed target SWU image created when you ran the DiffGen tool.
  • The delta file created when you ran the DiffGen tool.

Deploy the delta update to your devices

When you deploy a delta update, the experience in the Azure portal looks identical to deploying a regular image update. For more information on deploying updates, see Deploy an update by using Device Update for Azure IoT Hub.

Once you create the deployment for your delta update, the Device Update service and client automatically identify if there's a valid delta update for each device you're deploying to. If a valid delta is found, the delta update is downloaded and installed on that device. If there's no valid delta update found, the full image update (the recompressed target SWU image) is downloaded instead as a fallback. This approach ensures that all devices you're deploying the update to get to the appropriate version.

There are three possible outcomes for a delta update deployment:

  • Delta update installed successfully. Device is on new version.
  • Delta update was unavailable or failed to install, but a successful fallback install of the full image occurred instead. Device is on new version.
  • Both delta and fallback to full image failed. Device is still on old version.

To determine which of the above outcomes occurred, you can view the install results with error code and extended error code by selecting any device that is in a failed state. You can also collect logs from multiple failed devices if needed.

If the delta update succeeded, the device shows a "Succeeded" status.

If the delta update failed but did a successful fallback to the full image, it shows the following error status:

  • resultCode: [value greater than 0]
  • extendedResultCode: [non-zero]

If the update was unsuccessful, it shows an error status that can be interpreted using these instructions:

  • Start with the Device Update Agent errors in result.h.

    • Errors from the Device Update Agent that are specific to the Download Handler functionality used for delta updates begin with 0x9:

      Component Decimal Hex Note
      EXTENSION_MANAGER 0 0x00 Indicates errors from extension manager download handler logic. Example: 0x900XXXXX
      PLUGIN 1 0x01 Indicates errors with usage of download handler plugin shared libraries. Example: 0x901XXXXX
      RESERVED 2 - 7 0x02 - 0x07 Reserved for Download handler. Example: 0x902XXXXX
      COMMON 8 0x08 Indicates errors in Delta Download Handler extension top-level logic. Example: 0x908XXXXX
      SOURCE_UPDATE_CACHE 9 0x09 Indicates errors in Delta Download handler extension Source Update Cache. Example: 0x909XXXXX
      DELTA_PROCESSOR 10 0x0A Error code for errors from delta processor API. Example: 0x90AXXXXX

    • If the error code isn't present in result.h, it's likely an error in the delta processor component (separate from the Device Update agent). If so, the extendedResultCode is a negative decimal value of the following hexadecimal format: 0x90AXXXXX

      • 9 is "Delta Facility"
      • 0A is "Delta Processor Component" (ADUC_COMPONENT_DELTA_DOWNLOAD_HANDLER_DELTA_PROCESSOR)
      • XXXXX is the 20-bit error code from FIT delta processor

  • If you aren't able to solve the issue based on the error code information, file a GitHub issue to get further assistance.

Next steps

Troubleshoot common issues