docs: reconcile SDK 2 rollout gates with local evidence
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This operator runbook accompanies [#782](https://gitea.dohertylan.com/dohertj2/lmxopcua/issues/782),
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the [implementation plan](2026-11-10-opcua-sdk-2-upgrade.md) and
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[execution evidence](2026-11-10-opcua-sdk-2-evidence.md). Gitea is the single
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status system. This draft was checked against source `a21104d2`; it does not
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approve an artifact or record a deployment. The coordinator must attach final
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commit-specific evidence in #782 before advancing a gate. All placeholders below
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are **pending evidence**, not passing results.
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status system. This runbook was reconciled with checkout `aa9af0dc` and the
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commit-specific local receipts linked below. It records local validation, not
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operator release approval or a fleet deployment. Receipt revisions vary; use each
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report's full source/artifact identity rather than treating every result as a test
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of this documentation commit. Open failures and operator gates still prevent a
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release go decision.
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The target is exact OPC Foundation SDK **2.0.1**; the known-good SDK baseline is
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**1.5.378.182** (application baseline `83ed880e4471344deaf008da9bd028c7e170bdc7`).
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@@ -19,7 +21,7 @@ Package downgrades alone cannot reverse the application/API migration.
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No WinRM, psbridge or replacement remote-exec channel may be used until the user
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clears a channel. UNC/SMB file copying and permitted SQL access do not authorize
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service control, PowerShell execution or deployment on those hosts. Steps requiring
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a command on a held host remain pending. No deployment was performed for this draft.
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a command on a held host remain pending. No fleet deployment was performed.
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Run the service commands below only from an approved local operator session on an
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authorized Windows node. Record the node, account, channel and maintenance window
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@@ -52,23 +54,60 @@ also touches gateway/retired sidecar paths outside this SDK rollout.
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cluster rolling-upgrade capability is claimed. HistorianGateway Client/Contracts
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**0.4.0** is already on gateway master `16111a5e` (historiangw#119 closed);
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the real gateway gate historiangw#78 remains separate from package alignment.
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- Certificate creation correction `bd3143b7` uses the SDK's **12-month** default
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instead of treating 2048 as months. The separate RSA minimum stays 2048 bits;
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existing certificates/private-key bytes and PKI identity are retained.
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## Release record and preflight
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Fill this record in #782 with links to immutable logs/manifests; do not paste keys,
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passwords, connection strings, private certificates or unredacted environment dumps.
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The following local results have recorded evidence. They do not substitute for
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unexecuted operator or duration gates. Keep secrets out of logs and release records.
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| Required evidence | Record to supply before release |
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| Local validation | Recorded result and receipt |
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|---|---|
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| Candidate source and graph | Pending: full commit, clean/dirty state, SDK/runtime/OS, resolved package graph showing exact 2.0.1 |
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| Known-good recovery set | Pending: deployed application version, full binary/config archive SHA-256, protected PKI backup location and permission record |
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| Candidate artifacts | Pending: Windows and Linux publish directories/archives, RID/self-contained choice, SHA-256 manifest, dependencies and script-worker contents |
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| G2 compilation | Pending: restore/build logs and warning/error counts at the final SHA |
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| G3 behavior/security | Pending: project TRX/counts, required case results, positive and negative authorization, audit privacy, CP lifecycle and 6,144-vector comparison |
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| Interoperability | Pending: baseline/candidate client-server pairs, actual ScadaBridge adapter, upstream driver/browser products and mixed-version cluster gate |
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| Historian | Pending: configured SqlServer/QuestDB/Gateway capability-specific results; historiangw#78 link/evidence for live gateway |
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| G4 resources/performance | Pending: baseline comparison, at least three measured runs, two-hour soak, Windows/Linux start-stop-twice smoke with preserved PKI |
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| Review/operations | Pending: independent security/release review, authorized channel/window, named operator, canary/rollback results and decision |
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| G2 compilation and graph | Whole-solution Release builds pass with **0 warnings/errors**; production Foundation packages are exact 2.0.1, with no runtime migration analyzer. [Build/package evidence](2026-11-10-opcua-sdk-2-evidence.md#solution-performance-and-package-evidence). |
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| Security and application contracts | **17/17** final security probes; **187** wire cases; **324** Shared tests; **1115** server units with one existing skip. Seven certificate-manager/API checks are separate from network handshakes. [Case scope and provenance](2026-11-10-opcua-sdk-2-evidence.md#local-compatibility-and-security-evidence). |
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| Original aggregate results | **6,144 vectors pass directly and through the production manager**. Fixture SHA-256 `2ec2a1ac97f05d199c18da55157f8bbe0276853c3ba73ebf1b509c535c5a7dd8`; [original-SDK provenance and comparison scope](2026-11-10-opcua-sdk-2-evidence.md#preserved-aggregate-algorithms-and-independent-oracles). |
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| Separate-process compatibility | **62/62** baseline/candidate Shared, driver and actual CLI cases pass. Strict mutual DER trust/encrypted API-key coverage is separate from CLI autoaccept. [Matrix receipts](../../scripts/validation/opcua-sdk-compatibility/evidence/2026-11-10/). |
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| Actual ScadaBridge adapter | **18 None/API-key cases pass**, nine against each server. Encrypted attempts fail against both due to the preexisting own-certificate configuration gap, [ScadaBridge#121](https://gitea.dohertylan.com/dohertj2/ScadaBridge/issues/121); secure interoperability is blocked. [Consumer receipts](../../scripts/validation/scadabridge-sdk-compatibility/). |
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| Local historian backends | SQL Server **195/195** on each version; QuestDB **233 passed, 0 failed, 1 existing opt-in race-stress skip** on each. Case outcomes match. [Backend matrix](evidence/2026-11-10-opcua2/backend-matrix.md). This is not live AVEVA evidence. |
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| Bounded performance subset | Three warmed measurements per version: median rebuild **17→15 ms**, removal **81→80 ms**, equal visit counts. [Benchmark scope/load caveats](evidence/2026-11-10-opcua2/lock-benchmarks.md); these are not full wire-throughput, p95 or steady-RSS approval. |
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| Publish/package and Linux smoke | **Four** self-contained Linux ARM64/Windows x64 Host/CLI publishes pass. Actual Linux full Host passes **two start/stop cycles**, strict security/health checks and unchanged PKI. [Per-artifact revisions, SHA-256 manifests and runtime receipts](evidence/2026-11-10-opcua2/publish-smoke.md). Windows execution is still pending. |
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| Source review | Independent reviews covered identity, ownership, aggregate preservation, hierarchy and filtered audit paths. [Review scope](2026-11-10-opcua-sdk-2-evidence.md#integrated-implementation-and-source-reviews). Source review is not release approval. |
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The second full CI-equivalent run completed with **63 TRX, 19,121 discovered,
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18,486 executed, 18,475 passed, 11 failed and 635 existing skips**. Test exit was
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**1**; execution guard exit was **0** at floor 12,000. It is not green: the exact
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failures are ten unchanged PercentGood cases and one ShadowMode 250 ms timing
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assertion (585.7377 ms), independently reproduced on baseline, with no new failure
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classes. Summary: `/tmp/opcua2-ci2-summary.json`; final provenance is in the
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[main evidence](2026-11-10-opcua-sdk-2-evidence.md#solution-performance-and-package-evidence).
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The ten PercentGood failures are tracked in
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[#796](https://gitea.dohertylan.com/dohertj2/lmxopcua/issues/796), and the separately
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reproduced baseline ScriptWorker timing failure is
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[#798](https://gitea.dohertylan.com/dohertj2/lmxopcua/issues/798).
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The opaque scripted-alarm narrow-scope denial is a separate preexisting functionality
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gap, [#797](https://gitea.dohertylan.com/dohertj2/lmxopcua/issues/797), not a new
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SDK incompatibility or an approved synthetic-ID workaround.
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**The server resource gate failed.** The Mac restart soak failed twice around
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17 minutes at the unchanged RSS cap. The same-cap self-contained Linux server
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workload also failed at **248 cycles / 903.5 seconds**: RSS **353,931,264 bytes**
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exceeded **351,850,496 bytes**. Its retained result is
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`/tmp/opcua2-server-linux-full-20261110/task/results/soak.trx`.
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[#799](https://gitea.dohertylan.com/dohertj2/lmxopcua/issues/799) owns investigation;
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no cap waiver or two-hour server pass is recorded. The distinct actual-production
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Shared/driver/reinitialize/browser two-hour Linux lifecycle run is still active;
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its partial duration is not a pass. See [long-run scope](2026-11-10-opcua-sdk-2-evidence.md#resource-finding-and-long-run-scope)
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for instrumentation limitations and final-result updates.
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| Operator release field | Still required before its release decision |
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| Recovery set and candidate selection | Actual deployed known-good application/config archive hashes, protected PKI/permission backup, selected complete candidate artifact and matching source/manifest. Local artifact manifests above are available; a fleet recovery set is not inferred. |
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| Windows runtime/service | Approved-node installation, service account/ACL checks, preserved-PKI two-start/stop and protocol checks: [#800](https://gitea.dohertylan.com/dohertj2/lmxopcua/issues/800). Cross-publishing does not satisfy this. |
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| Live AVEVA/consumer/pair | Licensed gateway/backend, remaining secure consumer work and mixed-version Akka/config/failover validation: [#801](https://gitea.dohertylan.com/dohertj2/lmxopcua/issues/801), with historiangw#78 and ScadaBridge#121 linked as applicable. No rolling-safe claim. |
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| Resource/performance acceptance | Resolve #799, record completed required-duration runs and remaining representative load/budget evidence; no shortened run or changed cap substitutes. |
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| Rollout/rollback authorization and results | Named operator, cleared channel, environment/window, actual schema/serialization assessment, canary/rollback checks and final review/go decision in #782. The wonder-box hold remains binding. |
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Before staging:
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@@ -277,8 +316,12 @@ thresholds or count absent environments as passed.
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## Results handoff
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Pending: coordinator to attach the final SHA, artifact hashes, TRX counts/skips,
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interoperability/performance/runtime evidence, reviews and per-environment operator
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records in #782. This document makes no claim of a passing build, test, ScadaBridge,
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Windows/Linux smoke, live backend, soak or deployment. Required inaccessible steps
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remain open gates unless formally separated into linked issues with accurate scope.
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Local build, security/wire, aggregate, backend, compatibility, publish and Linux
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smoke evidence is linked above with its actual scope and revisions. The server
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RSS gate is failed (#799), full CI retains the 11 baseline failures (#796/#798),
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the client lifecycle run is still active, secure ScadaBridge interoperability is
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blocked (ScadaBridge#121), and
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Windows/live AVEVA/pair/operator gates remain pending (#800/#801). No fleet rollout
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or rollback has been executed. The coordinator records the final client-lifecycle result
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and remaining decisions in #782 and the main evidence; none is inferred from a
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passing subset or cross-published artifact.
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