docs(historian): Phase C HistoryRead guide + CLAUDE.md pointer
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# Historian — server-side OPC UA HistoryRead (Phase C)
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Phase C wires server-side OPC UA **HistoryRead** for authored equipment tags flagged
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historized. The feature is driver-agnostic: any equipment tag (Galaxy, Modbus, OpcUaClient,
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or any other driver) can be marked historized; the server dispatches all history reads to the
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registered `IHistorianDataSource` — today, the Wonderware sidecar client
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(`WonderwareHistorianClient`). No EF migration is required; the historian flag rides in the
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existing schemaless `TagConfig` JSON blob alongside the Phase B `alarm` object.
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Design reference: [docs/plans/2026-06-14-galaxy-phase-c-historian-design.md](plans/2026-06-14-galaxy-phase-c-historian-design.md).
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---
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## Historized TagConfig schema
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A tag is historized by adding fields to its `TagConfig` blob on the `/uns` equipment page
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Tags tab (raw-JSON textarea). No separate UI control exists — Galaxy (the primary use case)
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already uses the raw-JSON editor.
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### Fields
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| Field | Type | Required | Description |
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|---|---|---|---|
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| `isHistorized` | bool | yes | Marks the tag historized. Materialises the OPC UA node with `Historizing=true` and the `HistoryRead` AccessLevel bit. |
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| `historianTagname` | string | no | Explicit historian tagname to query. When absent or empty, defaults to the tag's driver `FullName` (the `TagConfig.FullName`). |
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### Examples
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Default historian tagname (uses `FullName` = `TestMachine_002.TestFloat`):
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```json
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{"FullName":"TestMachine_002.TestFloat","isHistorized":true}
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```
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Explicit historian tagname override:
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```json
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{"FullName":"TestMachine_002.TestFloat","isHistorized":true,"historianTagname":"Plant.Line1.Flow"}
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```
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A tag that is both historized and a native alarm:
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```json
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{"FullName":"TestMachine_002.HiAlarm","isHistorized":true,"alarm":{"alarmType":"OffNormalAlarm","severity":700}}
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```
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---
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## ServerHistorian configuration
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The `ServerHistorian` section in `appsettings.json` controls the historian read path.
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`Enabled` defaults to `false`; when disabled, the server registers `NullHistorianDataSource`
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and all HistoryRead calls on historized nodes return `GoodNoData` (empty, not an error).
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```json
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{
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"ServerHistorian": {
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"Enabled": false,
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"Host": "localhost",
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"Port": 32569,
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"UseTls": false,
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"ServerCertThumbprint": "",
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"SharedSecret": ""
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}
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}
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```
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| Key | Type | Default | Description |
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|---|---|---|---|
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| `Enabled` | bool | `false` | Enable the live `WonderwareHistorianClient`. `false` → `NullHistorianDataSource` (empty reads). |
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| `Host` | string | `localhost` | DNS name or IP of the machine running the historian sidecar. |
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| `Port` | int | `32569` | TCP port the sidecar listens on (`OTOPCUA_HISTORIAN_TCP_PORT`). |
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| `UseTls` | bool | `false` | Wrap the TCP connection in TLS. |
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| `ServerCertThumbprint` | string | — | Optional SHA-1 thumbprint to pin the sidecar's TLS certificate. Leave empty for CA-chain validation. |
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| `SharedSecret` | string | — | Shared secret token the sidecar expects on every connection. Required when `Enabled`. |
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> **Do not commit `SharedSecret` to `appsettings.json`.** Set it via an environment variable,
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> a secrets store, or a deployment-time overlay. The checked-in default is always empty.
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The `ServerHistorian` section is independent of the `AlarmHistorian` section (the alarm
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write path). They share the same Wonderware sidecar process but hold separate client
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instances and separate `SharedSecret` values.
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---
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## HistoryRead behavior
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### Read variants
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The server supports all four OPC UA HistoryRead variants:
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| Variant | Node type | CLI `--aggregate` |
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|---|---|---|
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| **Raw** | Historized variable | (omit `--aggregate`) |
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| **Processed** | Historized variable | `Average`, `Minimum`, `Maximum`, `Total`, `Count` |
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| **AtTime** | Historized variable | n/a (client supplies exact timestamps) |
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| **Events** | Equipment folder (event notifier) | n/a |
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**Variable nodes** (historized tags) serve Raw, Processed, and AtTime history.
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`Historizing=true` and `AccessLevels.HistoryRead` are set at materialization so any compliant
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OPC UA client can discover historized capability from the node's attributes.
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**Equipment-folder event-notifier nodes** serve Event history. Every equipment folder that
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owns at least one alarm condition is already an event notifier; the server registers a
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`sourceName` (the equipment id) for each such folder and maps event history reads to the
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Wonderware historian using that source. Event-field projection supports the standard
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`BaseEventType` select clauses — `EventId`, `SourceName`, `Time`, `ReceiveTime`, `Message`,
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and `Severity`; an unsupported select operand returns a null field (spec-conformant).
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### Graceful degradation
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| Situation | HistoryRead status |
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|---|---|
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| Historized node, historian configured and reachable, results found | `Good` |
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| Historized node, historian configured, time range empty | `GoodNoData` |
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| Historized node, historian NOT configured (`Enabled=false` / Null source) | `GoodNoData` (empty) |
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| Non-historized node | `BadHistoryOperationUnsupported` |
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| Backend timeout or exception | `BadHistoryOperationUnsupported` per node; other nodes in the same batch are unaffected |
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A historized node with no historian configured never returns an error status — it returns
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empty. This means a deployment can author and publish historized tags before the historian
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sidecar is provisioned, without producing error spikes in connected clients.
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### Known limitations
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- **No server-managed continuation points.** Each HistoryRead call is single-shot. The server
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honors the client's `NumValuesPerNode` limit but does not issue continuation points for
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large result sets. Paging across multiple calls is a documented follow-up.
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- **No modified-value history** (`HistoryReadModified`). Requests for modified values return
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`BadHistoryOperationUnsupported`. This is a follow-up.
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### Redundancy and authorization
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History reads are served from any node — there is no Primary gate. Authorization is the
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standard OPC UA `HistoryRead` permission enforced by the SDK through the `AccessLevels.HistoryRead`
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bit set at materialization. A session without sufficient permissions receives
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`BadUserAccessDenied` from the SDK before the dispatch reaches the historian.
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---
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## Authoring workflow
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1. Open the equipment's **Tags** tab on `/uns/equipment/{id}`.
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2. Create or edit the tag. Because Galaxy uses the raw-JSON editor, add `"isHistorized":true`
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(and optionally `"historianTagname":"..."`) directly in the TagConfig textarea.
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3. Save and publish. The server rebuilds its address space; the node materialises with
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`Historizing=true` and the `HistoryRead` AccessLevel bit.
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4. Confirm with Client.CLI `read` that the node's `Status` is `Good` and that the value
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is updating. Then issue a `historyread` to verify the historian connection returns data.
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---
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## Client.CLI historyread examples
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The `historyread` command reads historical data from any node. Supply start and end times in
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ISO 8601 UTC form. See [docs/Client.CLI.md](Client.CLI.md) for the full flag reference.
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```bash
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# Raw history for a historized Galaxy tag (last 24 hours by default)
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otopcua-cli historyread \
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-u opc.tcp://localhost:4840/OtOpcUa \
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-n "ns=2;s=EQ-55297329838d/GalaxyTestTag" \
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--start "2026-06-13T00:00:00Z" --end "2026-06-14T00:00:00Z"
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# Limit to 100 values
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otopcua-cli historyread \
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-u opc.tcp://localhost:4840/OtOpcUa \
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-n "ns=2;s=EQ-55297329838d/GalaxyTestTag" \
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--start "2026-06-13T00:00:00Z" --end "2026-06-14T00:00:00Z" \
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--max 100
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# 1-hour average aggregate
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otopcua-cli historyread \
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-u opc.tcp://localhost:4840/OtOpcUa \
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-n "ns=2;s=EQ-55297329838d/GalaxyTestTag" \
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--start "2026-06-13T00:00:00Z" --end "2026-06-14T00:00:00Z" \
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--aggregate Average --interval 3600000
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# Authenticated read (ReadOnly role or higher required)
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otopcua-cli historyread \
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-u opc.tcp://localhost:4840/OtOpcUa \
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-n "ns=2;s=EQ-55297329838d/GalaxyTestTag" \
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--start "2026-06-13T00:00:00Z" --end "2026-06-14T00:00:00Z" \
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-U reader -P password
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```
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Supported `--aggregate` values: `Average`, `Minimum`, `Maximum`, `Count`, `Start`, `End`,
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`StandardDeviation` (aliases: `avg`, `min`, `max`, `stddev`/`stdev`, `first`, `last`).
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`--interval` is the processing interval in milliseconds (default 3600000 = 1 hour).
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---
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## Live /run gate
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The live read gate requires the Wonderware historian sidecar running on the WW Historian VM
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(`10.100.0.48`) and AVEVA Historian healthy. Set `ServerHistorian:Enabled=true` with the
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correct `Host`, `Port`, and `SharedSecret` in `appsettings.json` (or via environment
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variables), then deploy and publish at least one historized Galaxy tag. The gate is
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operator-driven — it is not part of the local docker-dev rig.
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See [AlarmHistorian.md](AlarmHistorian.md) for the historian sidecar setup and
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[ServiceHosting.md](ServiceHosting.md) for the sidecar service configuration.
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---
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## See also
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- [docs/plans/2026-06-14-galaxy-phase-c-historian-design.md](plans/2026-06-14-galaxy-phase-c-historian-design.md) — full design and implementation notes
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- [AlarmHistorian.md](AlarmHistorian.md) — alarm write path; shares the same Wonderware sidecar
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- [AlarmTracking.md](AlarmTracking.md) — OPC UA Part 9 alarm surface (event history source)
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- [Client.CLI.md](Client.CLI.md) — full `historyread` flag reference
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- [ScriptedAlarms.md](ScriptedAlarms.md) §"Native driver alarms" — the Phase B `alarm` object in `TagConfig` (parallel carrier)
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