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lmxopcua/docs/Configuration.md
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docs(historian-gateway): document gateway backend, config keys, EnsureTags hook, known gates; retire Wonderware from docs
HistorianGateway is now the sole historian backend (read + alarm SendEvent +
continuous WriteLiveValues). Document the final state and retire the Wonderware
sidecar from the docs/config/labels:

- CLAUDE.md: rewrite the Historian section — ServerHistorian /
  ContinuousHistorization / AlarmHistorian config keys, the IHistorianProvisioning
  EnsureTags hook, the GatewayAlarmHistorianWriter SendEvent path + ReadEvents
  dependency on gateway RuntimeDb:EventReadsEnabled=true, gateway-side
  prerequisites (RuntimeDb flags + historian:read/write/tags:write scopes),
  migration note, and two KNOWN-LIMITATION callouts (live-validation gate +
  empty historized-ref-set recorder follow-on).
- appsettings.json: fix the stale ServerHistorian block (Host/Port/SharedSecret/
  ServerCertThumbprint -> Endpoint/ApiKey/UseTls/AllowUntrustedServerCertificate/
  CaCertificatePath/CallTimeout, keep MaxTieClusterOverfetch); add a disabled
  ContinuousHistorization block; prune the orphaned Wonderware keys from
  AlarmHistorian (keep the SQLite knobs). ApiKey env-supplied via
  ServerHistorian__ApiKey (commented; valid strict JSON via _comment keys).
- README.md + docs (Historian.md, AlarmHistorian.md, Configuration.md,
  ServiceHosting.md, DriverLifecycle.md, drivers/README.md, Uns.md, VirtualTags.md,
  AlarmTracking.md, Client.UI.md, README.md, TestConnectProbes.md): retire the
  Wonderware historian backend from current-backend descriptions; fix the stale
  ServerHistorian/AlarmHistorian config tables (now gateway shape); convert
  drivers/Historian.Wonderware.md to a retired stub pointing at the gateway.
- Source/UI labels (descriptive text only, no behavior change):
  OtOpcUaServerHostedService.cs, HistoryPaging.cs, OtOpcUaSdkServer.cs,
  HistorianAdapterActor.cs, VirtualTagModal.razor, ScriptedAlarmModal.razor,
  AlarmsHistorian.razor now name the HistorianGateway backend.

Build clean (0 errors); AdminUI.Tests green (514 passed).

Claude-Session: https://claude.ai/code/session_012SDSQ3AcaXqPcBtDESBRii
2026-06-26 19:46:27 -04:00

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Raw Blame History

Configuration Reference

This is the live configuration reference for the OtOpcUa Host (src/Server/ZB.MOM.WW.OtOpcUa.Host/). It enumerates the appsettings*.json sections, the bound Options classes, and the OTOPCUA_* / sim-endpoint environment variables — every entry grounded in source.

Two related concerns get their own dedicated pages and are only summarised + linked here, not duplicated:

  • Transport security, OPC UA authentication, LDAP, data-/control-plane authorizationsecurity.md
  • Redundancy + the Cluster sectionRedundancy.md

How configuration is layered

The Host (Program.cs) loads appsettings.json, then overlays a per-role file chosen from the cluster roles:

  • A single role → appsettings.{role}.json (e.g. appsettings.driver.json, appsettings.admin.json).
  • Both roles → appsettings.admin-driver.json (roles joined with -, ordinal-sorted).
  • appsettings.{ASPNETCORE_ENVIRONMENT}.json (e.g. appsettings.Development.json) is layered on by the host builder.

All role overlays are optional — the base appsettings.json plus the Options-class C# defaults are enough to boot. The roles themselves come from the OTOPCUA_ROLES env var (see ServiceHosting.md and the table below).

The checked-in appsettings*.json files are deliberately thin: they carry only Serilog and the Security:Ldap overlay. Everything else (OpcUa, Cluster, ConnectionStrings/ConfigDb) binds from the Options-class defaults documented below unless an operator adds the section explicitly or supplies the corresponding environment variable.


appsettings sections

Serilog

  • Purpose: logging. Console + rolling daily file sink, layered with the shared ZB.MOM.WW.Telemetry enrichers (AddZbSerilog in Program.cs).
  • Where bound: builder.AddZbSerilog(...) reads Serilog from configuration (ReadFrom.Configuration).
  • Checked-in shape (appsettings.json): Using = [ "Serilog.Sinks.Console", "Serilog.Sinks.File" ], WriteTo = a Console sink and a File sink (path: logs/otopcua-.log, rollingInterval: Day). Role overlays add MinimumLevel / Override blocks (e.g. Opc.Ua: Debug, Akka: Information).

OpcUa

  • Purpose: the OPC UA server endpoint identity, listening port, PKI, transport-security profiles, and redundancy peer advertising.
  • Options class: OpcUaApplicationHostOptionssrc/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer/OpcUaApplicationHost.cs.
  • Bound by: AddValidatedOptions<OpcUaApplicationHostOptions, OpcUaApplicationHostOptionsValidator>(config, "OpcUa") in Program.cs (driver-role only). Validated fail-fast at startup by OpcUaApplicationHostOptionsValidator (src/Server/ZB.MOM.WW.OtOpcUa.Host/Configuration/OpcUaApplicationHostOptionsValidator.cs).
Key Type Default Meaning
ApplicationName string OtOpcUa Server application name. Required (validated).
ApplicationUri string urn:OtOpcUa Server application URI. Must be unique per redundancy node. Required.
ProductUri string https://zb.com/otopcua Product URI. Not validated.
OpcUaPort int 4840 Binary endpoint listen port. Validated as a port.
PublicHostname string 0.0.0.0 Hostname/IP advertised in endpoint descriptions. Required.
ApplicationConfigPath string? null Optional path to an application config XML; loaded instead of building from defaults.
PkiStoreRoot string pki Root of the PKI hierarchy (own/issuer/trusted/rejected substores created under it). Required. See security.md.
EnabledSecurityProfiles list of OpcUaSecurityProfile [None, Basic256Sha256Sign, Basic256Sha256SignAndEncrypt] Transport-security profiles, one endpoint per entry. Must contain ≥1. Profile detail in security.md.
AutoAcceptUntrustedClientCertificates bool false Auto-trust unknown client certs on first connect (dev convenience). Not validated. See security.md.
PeerApplicationUris list of string [] (empty) Partner node ApplicationUris published in Server.ServerArray for redundancy discovery. See Redundancy.md.

Transport security profiles (the values in EnabledSecurityProfilesNone, Basic256Sha256Sign, Basic256Sha256SignAndEncrypt) and the PKI trust flow are documented in full in security.md. This page does not duplicate them.

Security

  • Purpose: Admin-UI and OPC UA authentication. Three subsections, each its own Options class:
Subsection Options class (SectionName) Purpose
Security:Ldap LdapOptionssrc/Server/ZB.MOM.WW.OtOpcUa.Security/Ldap/LdapOptions.cs LDAP bind for Admin cookie login + OPC UA UserName tokens. Bound by AddValidatedOptions<LdapOptions, LdapOptionsValidator> in Program.cs.
Security:Jwt JwtOptionssrc/Server/ZB.MOM.WW.OtOpcUa.Security/Jwt/JwtOptions.cs Signing config for the JWT minted at /auth/token for external consumers (OPC UA clients / automation).
Security:Cookie OtOpcUaCookieOptionssrc/Server/ZB.MOM.WW.OtOpcUa.Security/CookieOptions.cs The Admin-UI auth cookie (AddOtOpcUaAuth copies these onto CookieAuthenticationOptions).

Security:Ldap — see security.md for the full field-by-field reference and bind-flow. The checked-in role overlays set only DevStubMode and Transport; the remaining LdapOptions fields (Enabled, Server, Port, AllowInsecure, SearchBase, ServiceAccountDn, ServiceAccountPassword, GroupAttribute, DisplayNameAttribute, UserNameAttribute, GroupToRole) are covered there.

Security:Jwt key fields (JwtOptions):

Key Type Default Meaning
SigningKey string "" HS256 signing key; must be ≥32 bytes UTF-8. Set from your secret store — never commit a value.
Issuer string otopcua JWT issuer.
Audience string otopcua JWT audience.
ExpiryMinutes int 15 Token lifetime.

Security:Cookie key fields (OtOpcUaCookieOptions):

Key Type Default Meaning
Name string ZB.MOM.WW.OtOpcUa.Auth Auth cookie name. Changing it invalidates existing sessions on next deploy.
ExpiryMinutes int 30 Idle sliding-window length.
RequireHttpsCookie bool true SecurePolicy = Always. Set false only for plain-HTTP local dev (emits a startup Warning).

Authentication, data-plane authorization (NodeAcl / PermissionTrie), and control-plane Admin roles are all in security.md.

Cluster

  • Purpose: Akka.NET cluster identity, transport, and roles — the backbone of redundancy.
  • Options class: AkkaClusterOptions (SectionName = "Cluster") — src/Core/ZB.MOM.WW.OtOpcUa.Cluster/AkkaClusterOptions.cs. Bound by AddOtOpcUaCluster(config) in Program.cs.
Key Type Default Meaning
SystemName string otopcua Akka actor-system name.
Hostname string 0.0.0.0 Bind hostname.
Port int 4053 Cluster transport port.
PublicHostname string 127.0.0.1 Hostname advertised in cluster gossip; must be reachable by peers.
SeedNodes string[] [] Seed nodes for bootstrapping.
Roles string[] [] Cluster roles for this node. When empty, falls back to OTOPCUA_ROLES. Allowed values: admin, driver, dev.

The full redundancy model (ServiceLevel tiers, split-brain, peer discovery) is in Redundancy.md. The OPC UA peer-URI advertising lives in the OpcUa:PeerApplicationUris key above.

ConnectionStringsConfigDb

  • Purpose: the central Config DB connection string. Required for every roleProgram.cs calls AddOtOpcUaConfigDb unconditionally.
  • Bound by: AddOtOpcUaConfigDb(config) (src/Core/ZB.MOM.WW.OtOpcUa.Configuration/ServiceCollectionExtensions.cs). The connection-string name constant is ConnectionStringName = "ConfigDb", read via configuration.GetConnectionString("ConfigDb"). If absent, startup throws with a message pointing to either appsettings.json or the OTOPCUA_CONFIG_CONNECTION env var.
  • Shape: standard ConnectionStrings:ConfigDb SQL Server connection string. There is no checked-in default in the thin appsettings*.json — supply it per environment.

The Config DB itself (the EF Core OtOpcUaConfigDbContext, entities, draft/publish generations, NodeAcl, LdapGroupRoleMapping, migrations) is the durable home for the fleet's drivers, UNS hierarchy, ACLs, and audit log. For the full schema see docs/v2/config-db-schema.md. This page does not duplicate it.

Galaxy / MxAccess driver config (DriverConfig JSON, not appsettings)

The Galaxy/MxAccess connection settings are not an appsettings section. They are driver-instance options stored in the DriverConfig JSON column of the Config DB (edited via the Admin UI), bound to GalaxyDriverOptions (src/Drivers/ZB.MOM.WW.OtOpcUa.Driver.Galaxy.Contracts/GalaxyDriverOptions.cs, namespace ...Driver.Galaxy.Config). It decomposes into nested records:

Record Key fields (default) Meaning
GalaxyGatewayOptions (Gateway) Endpoint; ApiKeySecretRef; UseTls (true); CaCertificatePath (null); ConnectTimeoutSeconds (10); DefaultCallTimeoutSeconds (30); StreamTimeoutSeconds (0 = unlimited) mxaccessgw gateway connection. ApiKeySecretRef supports env:NAME / file:PATH / dev:KEY / literal forms (resolved at InitializeAsync); prefer env:/file: in production. Never store a cleartext key.
GalaxyMxAccessOptions (MxAccess) ClientName; PublishingIntervalMs (1000); WriteUserId (0 = anonymous); EventPumpChannelCapacity (50000) MXAccess client identity + tuning. ClientName must be unique per OtOpcUa instance (redundancy pairs enforce this).
GalaxyRepositoryOptions (Repository) DiscoverPageSize (5000); WatchDeployEvents (true) Galaxy Repository browse paging + deploy-event watching.
GalaxyReconnectOptions (Reconnect) InitialBackoffMs (500); MaxBackoffMs (30000); ReplayOnSessionLost (true) In-driver reconnect-supervisor backoff.
(top-level) ProbeTimeoutSeconds (30, range 160) AdminUI Test-Connect probe timeout.

The OTOPCUA_GALAXY_* environment variables that v1's in-process Galaxy.Host consumed no longer live in this repo — they moved into the separately-installed mxaccessgw gateway's own config (see the v1 archive pointer in docs/README.md and the Galaxy overview at docs/drivers/Galaxy.md). The only Galaxy connection secret this repo touches is the gateway API key via ApiKeySecretRef above.

Historian config (HistorianGateway)

The historian backend is the external ZB.MOM.WW.HistorianGateway sidecar, consumed as the ZB.MOM.WW.HistorianGateway.Client gRPC package (the retired Wonderware TCP sidecar is documented at docs/drivers/Historian.Wonderware.md). The OtOpcUa host reads three appsettings sections — ServerHistorian (read path + gateway connection), ContinuousHistorization (FasterLog outbox + recorder draining to WriteLiveValues), and AlarmHistorian (SQLite store-and-forward alarm sink draining to SendEvent). The gateway connection (endpoint / key / TLS) lives only in ServerHistorian; the other two sections source it from there.

The gateway API key is supplied via the environment variable ServerHistorian__ApiKey — never committed to config. The target gateway must run RuntimeDb:Enabled=true + RuntimeDb:EventReadsEnabled=true, and the key must carry the scopes historian:read, historian:write, historian:tags:write. See docs/Historian.md for the full key reference, the migration note (old Wonderware keys → gateway keys), and the deployment prerequisites.


Environment variables

All names are read in this repo's source via Environment.GetEnvironmentVariable(...) unless noted otherwise. Defaults shown are the in-source fallbacks.

Host / cluster / Config DB

Variable Read by Effect / default
OTOPCUA_ROLES src/Server/ZB.MOM.WW.OtOpcUa.Host/Program.cs (RoleParser.Parse) Comma-separated cluster roles for the node (admin, driver, dev). Drives the conditional wiring and the per-role appsettings overlay. Used when Cluster:Roles is empty.
OTOPCUA_CONFIG_CONNECTION src/Core/ZB.MOM.WW.OtOpcUa.Configuration/DesignTimeDbContextFactory.cs (design-time / dotnet ef only) Read at design time by DesignTimeDbContextFactory.cs for dotnet ef migrations. At runtime the server resolves the connection string from ConnectionStrings:ConfigDb (env form: ConnectionStrings__ConfigDb) via configuration.GetConnectionString("ConfigDb") in ServiceCollectionExtensions.csOTOPCUA_CONFIG_CONNECTION appears there only as a hint in an error message, not via GetEnvironmentVariable. No credential is embedded in source.
ASPNETCORE_ENVIRONMENT ASP.NET host builder (framework) Selects appsettings.{Environment}.json (e.g. Development).

Historian (ServerHistorian__ApiKey)

The retired Wonderware sidecar's OTOPCUA_HISTORIAN_* environment variables are gone — no source reads them anymore. The historian backend is now the external HistorianGateway, configured through the ServerHistorian / ContinuousHistorization / AlarmHistorian appsettings sections (above). The single historian secret this repo reads from the environment is the gateway API key:

Variable Effect / default
ServerHistorian__ApiKey The HistorianGateway peppered-HMAC key (histgw_<id>_<secret>) sent as Authorization: Bearer. Supply via environment — never commit. Required when ServerHistorian:Enabled=true.

Driver integration-test / fixture sim endpoints

These are consumed by the driver integration-test fixtures (under tests/Drivers/...IntegrationTests/), not by the production server. Each overrides the simulator endpoint a fixture TCP-probes; defaults point at the shared Docker host 10.100.0.35 (see CLAUDE.md Docker Workflow).

Variable Read by (fixture) Default
MODBUS_SIM_ENDPOINT tests/Drivers/ZB.MOM.WW.OtOpcUa.Driver.Modbus.IntegrationTests/ModbusSimulatorFixture.cs 10.100.0.35:5020
AB_SERVER_ENDPOINT tests/Drivers/ZB.MOM.WW.OtOpcUa.Driver.AbCip.IntegrationTests/AbServerFixture.cs 10.100.0.35:44818
S7_SIM_ENDPOINT tests/Drivers/ZB.MOM.WW.OtOpcUa.Driver.S7.IntegrationTests/Snap7ServerFixture.cs 10.100.0.35:1102 (non-privileged; not S7-standard 102)
OPCUA_SIM_ENDPOINT tests/Drivers/ZB.MOM.WW.OtOpcUa.Driver.OpcUaClient.IntegrationTests/OpcPlcFixture.cs opc.tcp://10.100.0.35:50000
OTOPCUA_FOCAS_SIM_ENDPOINT tests/Drivers/ZB.MOM.WW.OtOpcUa.Driver.FOCAS.IntegrationTests/FocasSimFixture.cs localhost:8193

Additional harness/parity/soak env vars (OTOPCUA_FOCAS_*, OTOPCUA_PARITY_*, OTOPCUA_SOAK_*, OTOPCUA_HARNESS_USE_SQL) exist only in the test/parity/soak harnesses, not in production source, and are out of scope for this reference.


See also