Files
lmxopcua/docs/AlarmHistorian.md
T
Joseph Doherty 3be8a1217e fix(runtime): the passive half of a LocalDb pair stands its alarm drain down for its mesh partner (review R6 MINOR-4)
The drain gate's 'is my queue-sharing peer Primary?' used only the host of
LocalDb:Replication:PeerAddress, which the passive half (ApiKey +
SyncListenPort) does not set - so as Secondary it kept draining beside its
Primary partner and every alarm event reached the historian twice.
DriverHostActor takes a sharesAlarmQueueWithLocal predicate used when no
peer host is known; WithOtOpcUaRuntimeActors builds it
(BuildAlarmQueuePeerPredicate) for a SharesRowsWithPeer node with no
PeerAddress as 'a member of my own cluster-{ClusterId} mesh other than
me'. A node sharing no rows, or with no mesh role, gets none and keeps
draining. AlarmHistorian.md / Redundancy.md / pair-replication runbook
updated.

Claude-Session: https://claude.ai/code/session_01Ef2ozxS7QPanGT8uoATbTe
2026-10-08 08:43:06 -04:00

312 lines
17 KiB
Markdown

# Alarm Historian — store-and-forward SQLite sink
Reference for `ZB.MOM.WW.OtOpcUa.Core.AlarmHistorian`
([`src/Core/ZB.MOM.WW.OtOpcUa.Core.AlarmHistorian/`](../src/Core/ZB.MOM.WW.OtOpcUa.Core.AlarmHistorian/)),
the durable local queue that historizes alarm transitions to AVEVA Historian
without ever blocking the alarm engine or operator actions.
This is the *sink mechanics* doc. For how the three alarm sources converge on
the OPC UA Part 9 surface and which alarms route here, see
[AlarmTracking.md](AlarmTracking.md). For the historian client that drains this
queue, see [DriverLifecycle.md](DriverLifecycle.md#ihistoriandatasource--server-side-historian-read-surface)
and [ServiceHosting.md](ServiceHosting.md).
---
## Why store-and-forward
Scripted alarms (and any future non-Galaxy `IAlarmSource`, e.g. AB CIP ALMD)
must reach AVEVA Historian, but the historian gateway can be slow, busy, or
disconnected. The sink decouples the alarm engine from historian reachability:
every qualifying transition is committed to a **local SQLite queue first**, and
a background drain worker forwards rows to the historian on a backoff-aware
cadence. Operator acks and alarm-state transitions are never blocked waiting on
the historian.
> Galaxy-native alarms with `$Alarm*` extensions reach AVEVA Historian directly
> via System Platform's `HistorizeToAveva` toggle — they do **not** flow through
> this sink. This path is exclusively for non-Galaxy alarm producers.
---
## Contracts
All in
[`IAlarmHistorianSink.cs`](../src/Core/ZB.MOM.WW.OtOpcUa.Core.AlarmHistorian/IAlarmHistorianSink.cs)
unless noted.
- **`IAlarmHistorianSink`** — the intake contract. `EnqueueAsync(evt, ct)`
durably enqueues an event and returns as soon as the queue row is committed
(fire-and-forget from the engine's perspective; the sink must not block the
emitting thread). `GetStatus()` returns a `HistorianSinkStatus` snapshot.
- **`NullAlarmHistorianSink`** — the no-op default for tests and deployments
that don't historize alarms. It is the default DI binding (registered in the
Runtime's `AddOtOpcUaRuntime`); production overrides it with
`LocalDbStoreAndForwardSink`.
- **`AlarmHistorianEvent`**
([`AlarmHistorianEvent.cs`](../src/Core/ZB.MOM.WW.OtOpcUa.Core.AlarmHistorian/AlarmHistorianEvent.cs))
— the source-agnostic event record: `AlarmId`, `EquipmentPath` (UNS path,
doubles as Historian's SourceNode), `AlarmName`, `AlarmTypeName` (Part 9
subtype), `Severity`, `EventKind` (free-form transition string —
"Activated"/"Cleared"/"Acknowledged"/etc.), `Message`, `User`, `Comment`,
`TimestampUtc`.
- **`IAlarmHistorianWriter`** — what the drain worker delegates writes to.
`WriteBatchAsync(batch, ct)` returns one `HistorianWriteOutcome` per event,
in order. Production binds this to `GatewayAlarmHistorianWriter` (the
HistorianGateway `SendEvent` path).
- **`HistorianWriteOutcome`** — per-event drain result: `Ack` (persisted,
remove from queue), `RetryPlease` (transient failure — leave queued, retry
after backoff), `PermanentFail` (malformed/unrecoverable — move to
dead-letter).
- **`HistorianSinkStatus`** — diagnostic snapshot surfaced to the AdminUI and
`/healthz`: `QueueDepth`, `DeadLetterDepth`, `LastDrainUtc`, `LastSuccessUtc`,
`LastError`, `DrainState`, and `EvictedCount`.
- **`HistorianDrainState`** — `Disabled` / `Idle` / `Draining` / `BackingOff` /
**`NotPrimary`** (ticking, but leaving the replicated queue for the node that
holds the Primary role).
---
## LocalDbStoreAndForwardSink
[`LocalDbStoreAndForwardSink.cs`](../src/Core/ZB.MOM.WW.OtOpcUa.Core.AlarmHistorian/LocalDbStoreAndForwardSink.cs)
is the production `IAlarmHistorianSink`. Construction takes the node's
`ILocalDb`, an `IAlarmHistorianWriter`, a logger, and optional `batchSize`
(default 100), `capacity` (default 1,000,000), `deadLetterRetention` (default 30
days), a test clock, and a **`drainGate`**.
### The drain gate
`drainGate` is a `Func<bool>` consulted at the top of every tick; `false` skips
the tick entirely, leaving the queue untouched and reporting
`DrainState = NotPrimary`.
It exists because the queue **replicates**. The Secondary holds a full copy of
the Primary's rows, and an ungated drain there would re-deliver every event,
continuously — not just at a failover. Runtime supplies the gate from
`IRedundancyRoleView`, a singleton `DriverHostActor` publishes its
`PrimaryGatePolicy` verdict to on every redundancy snapshot, so the drain agrees
with the inbound-write and native-ack gates by construction.
Two postures are deliberate:
- **Unset (the default) means drain.** So does an unpublished view. A deployment
that runs no redundancy never publishes a role, and defaulting closed would
silently stop its alarm history forever.
- **Only a shared queue is gated.** Standing down is safe only because a peer
holds the same rows, so the gate applies only when
`LocalDbReplicationPolicy.SharesRowsWithPeer` holds:
`LocalDb:Replication:ApiKey` **AND** (`LocalDb:Replication:PeerAddress` **OR**
`LocalDb:SyncListenPort > 0`) — an authenticated sync path in either
direction. Any other node always drains its own queue. This is deliberately
stricter than the table-registration predicate (`PeerAddress` OR `ApiKey`):
a key with no dial and no listener (e.g. a fleet-wide secret on an unpaired
node) captures changes but shares them with nobody, and gating it would park
its events behind a Primary that does not hold them (review R1 m3).
- **A gated node stands down only for the peer that holds its rows — and BOTH
halves of a pair know it.** The dialling half identifies its peer by the host
of `LocalDb:Replication:PeerAddress`. The passive half (`ApiKey` +
`SyncListenPort`, no `PeerAddress`) identifies it as its **per-cluster mesh
partner** (the other member of its `cluster-{ClusterId}` role). Before review
R6 MINOR-4 the passive half knew no peer at all, so as Secondary it kept
draining beside its Primary partner and the historian received every alarm
event twice. ⚠️ A passive half with **no** cluster-scoped role (a legacy,
pre-Phase-6 node) still cannot identify its partner and keeps draining — it
cannot prove which Primary holds its rows, and deferring to the wrong one
would strand them.
- **A gate that throws means "not now", never permission.** Draining on a gate
fault would put a pair into dual delivery exactly when its redundancy signal is
sick.
### Queue table
The sink owns one table in the node's consolidated LocalDb — created and
registered for replication by `LocalDbSetup.OnReady`, before any consumer can
resolve the sink:
```sql
CREATE TABLE alarm_sf_events (
id TEXT NOT NULL PRIMARY KEY, -- SHA-256 of payload_json
alarm_id TEXT NOT NULL,
enqueued_at_utc TEXT NOT NULL,
payload_json TEXT NOT NULL, -- JSON-serialized AlarmHistorianEvent
attempt_count INTEGER NOT NULL DEFAULT 0,
last_attempt_utc TEXT NULL,
last_error TEXT NULL,
dead_lettered INTEGER NOT NULL DEFAULT 0
);
CREATE INDEX ix_alarm_sf_events_drain
ON alarm_sf_events (dead_lettered, enqueued_at_utc, id);
```
**The primary key is a hash of the payload, not an autoincrement rowid.** Two
reasons. Replication converges last-writer-wins *per primary key*, so two nodes
independently allocating rowid 7 to different alarms would silently overwrite one
another. And an equal-payload key makes the same event arriving twice collapse
into one row — which happens for real, because `HistorianAdapterActor`
default-writes while its redundancy role is unknown and both nodes of a pair
therefore accept the same fanned transition in every boot window. Two genuinely
distinct events cannot collide: `AlarmHistorianEvent` carries a full-precision
timestamp alongside the alarm id, kind, message and user.
Ordering follows from that: the drain reads in `enqueued_at_utc` order (with `id`
as a tiebreak so the ordering is total), because a hashed key carries no
insertion sequence.
`EnqueueAsync` does a single `INSERT … ON CONFLICT DO NOTHING` on the hot path.
To avoid a `SELECT COUNT(*)` on every enqueue, the sink keeps an in-memory
non-dead-lettered row counter (seeded at startup, kept current by every mutation,
and re-synced from storage every 10,000 enqueues to defend against drift — now
doubly warranted, since replication applies the peer's rows straight into the
table where no local code path can observe them). Pragmas and connection
lifetime belong to LocalDb; the sink no longer manages either.
### Drain worker
`StartDrainLoop(tickInterval)` starts a **self-rescheduling one-shot
`System.Threading.Timer`** (not started automatically — tests drive
`DrainOnceAsync` deterministically). Each tick:
0. Consults the drain gate. A closed gate returns immediately, leaving the queue
untouched and `DrainState = NotPrimary`.
1. Purges aged dead-lettered rows past the retention window.
2. Reads up to `batchSize` non-dead-lettered rows in `enqueued_at_utc, id` order.
3. Rows with un-deserializable payloads are dead-lettered immediately (by their
own `id`) so they can't stall the queue head.
4. The remaining batch is handed to `IAlarmHistorianWriter.WriteBatchAsync`, and
each outcome is applied in one transaction: `Ack` deletes the row (the delete
replicates as a tombstone, so the peer drops its copy and a promoted standby
cannot re-send it), `PermanentFail` flips its `dead_lettered` flag,
`RetryPlease` bumps its attempt
count and leaves it queued. A row whose `AttemptCount` has reached the configured
**`MaxAttempts`** cap (default 10) is dead-lettered automatically on the next drain
tick rather than retried — this breaks infinite retry loops for poison events whose
payload the historian will always reject (e.g. a malformed alarm record that triggers
a permanent SDK error on every attempt). The dead-lettered row remains inspectable
via `RetryDeadLettered()` for the configured retention window.
5. The timer re-arms its next due-time to `max(tickInterval, currentBackoff)`.
**Backoff ladder** (applied to the timer's next due-time, so a historian outage
genuinely slows the drain cadence): 1s → 2s → 5s → 15s → 60s cap. Any
`RetryPlease` outcome — or a writer exception, or a writer cardinality violation
(outcome count ≠ event count) — bumps the backoff and sets `DrainState =
BackingOff`; a clean batch resets it. The async-void timer callback is fully
guarded: a fault is logged and recorded into `GetStatus()` rather than lost as
an unobserved task exception.
### Durability bound (important)
**The durability guarantee is bounded by `capacity` (default 1,000,000 rows).**
When the non-dead-lettered queue reaches capacity, `EnqueueAsync` evicts the
oldest non-dead-lettered rows (oldest `enqueued_at_utc` first) to make room, logs a WARN,
and increments `HistorianSinkStatus.EvictedCount`. Under a sustained historian
outage, accepted alarm events can therefore be dropped before delivery. A
non-zero `EvictedCount` is a data-loss signal that requires operator attention —
it surfaces silent loss without log scraping.
### Dead-letter + operator recovery
`PermanentFail` and corrupt-payload rows are retained in-place with
`dead_lettered = 1` for the retention window (default 30 days) so operators can
inspect them before the sweeper purges them. `RetryDeadLettered()` is the
operator action (from the AdminUI) that clears the dead-letter flag and attempt
count on every dead-lettered row, returning them to the regular queue with a
fresh backoff.
---
## Runtime wiring
`HistorianAdapterActor`
([`Runtime/Historian/HistorianAdapterActor.cs`](../src/Server/ZB.MOM.WW.OtOpcUa.Runtime/Historian/HistorianAdapterActor.cs))
subscribes to the cluster **`alerts` DPS topic** and translates each
`AlarmTransitionEvent` into an `AlarmHistorianEvent`, then calls
`IAlarmHistorianSink.EnqueueAsync` fire-and-forget so the actor loop is never
blocked on historian reachability. The actor is **Primary-gated**: only the
node whose `RedundancyRole` is `Primary` historizes, giving exactly-once
writes across a redundant pair. `AlarmTransitionEvent` carries `AlarmTypeName`
(the Part 9 subtype string) and `Comment` (the operator comment from the
originating ack/shelve command) that populate the corresponding fields of
`AlarmHistorianEvent`. `GatewayAlarmHistorianWriter` is the `IAlarmHistorianWriter`
the drain worker delegates to (the gateway `SendEvent` path). See
[ServiceHosting.md](ServiceHosting.md) for the (external) HistorianGateway setup.
**Scope:** scripted alarms only. Galaxy-native alarms historize via System
Platform's `HistorizeToAveva` toggle (not this actor); AB CIP ALMD is not on
the `alerts` topic (future).
## Configuration
The real sink is opt-in via the `AlarmHistorian` section of `appsettings.json`.
When `Enabled` is `false` (the default), `AddAlarmHistorian` registers
`NullAlarmHistorianSink` and the feature is dormant. When `Enabled` is `true`,
`AddAlarmHistorian` constructs `LocalDbStoreAndForwardSink` and registers
`GatewayAlarmHistorianWriter` as the `IAlarmHistorianWriter`. This section carries
**only** the `Enabled` gate + the store-and-forward knobs — the downstream
gateway connection (endpoint / key / TLS) is sourced from the `ServerHistorian`
section (see [Historian.md](Historian.md)), and the queue's storage location is the
node's consolidated `LocalDb:Path` database (see
[Configuration.md](Configuration.md)).
> **Where the queue lives (changed).** The buffer is a table — `alarm_sf_events` — in the node's
> consolidated LocalDb, not a standalone `alarm-historian.db`. That is what lets it **replicate to
> the redundant pair peer**, so undelivered alarm history survives losing the node holding it.
> Two consequences follow, both covered in the
> [pair-replication runbook](operations/2026-07-20-localdb-pair-replication.md):
> **only the Primary drains** (the Secondary holds a full replica and would otherwise re-send
> everything), and **delivery is at-least-once across a failover** by design. On first boot after
> the upgrade, `AlarmSfLegacyMigrator` copies any existing `alarm-historian.db` across and renames
> it `.migrated`.
```json
{
"AlarmHistorian": {
"Enabled": true,
"BatchSize": 100,
"DrainIntervalSeconds": 5,
"Capacity": 1000000,
"DeadLetterRetentionDays": 30
}
}
```
| Key | Type | Default | Description |
|---|---|---|---|
| `Enabled` | bool | `false` | Enable the durable store-and-forward sink (drains to the HistorianGateway `SendEvent` path). `false` → `NullAlarmHistorianSink`. Requires LocalDb to be registered — an enabled sink with no `ILocalDb` fails at resolution rather than silently discarding events. |
| `BatchSize` | int | `100` | Max rows per drain cycle handed to `IAlarmHistorianWriter.WriteBatchAsync`. |
| `DrainIntervalSeconds` | int | `5` | Seconds between drain-worker ticks. |
| `Capacity` | long | `1000000` | Max queued rows before the sink evicts the oldest (data-loss signal via `EvictedCount`). |
| `DeadLetterRetentionDays` | int | `30` | Days to retain dead-lettered rows before purge. |
| `MaxAttempts` | int | `10` | Maximum delivery attempts before a poison (perpetually-retrying) row is dead-lettered automatically. Must be > 0. |
> The downstream gateway connection lives in `ServerHistorian` (`Endpoint` + env `ServerHistorian__ApiKey`,
> `UseTls`, `CaCertificatePath`); alarm-history `ReadEvents` additionally requires the gateway running
> `RuntimeDb:EventReadsEnabled=true`. The old Wonderware connection keys (`SharedSecret` /
> `AlarmHistorian:Host`/`Port`/`UseTls`/`ServerCertThumbprint`) were pruned.
> **`DatabasePath` was removed.** The queue no longer owns a file. The key is still *read*, by
> `AlarmSfLegacyMigrator`, purely to locate a pre-consolidation `alarm-historian.db` to migrate —
> so leave it in place through the upgrade, then delete it once every node has an
> `alarm-historian.db.migrated` sidecar. A leftover value configures nothing.
> **`DrainState` gained `NotPrimary`.** A gated-off Secondary reports it instead of `Idle`, so a
> rising queue depth there is distinguishable from a stalled drain. Both nodes reporting it means
> nobody is draining — see the runbook.
> Dev and docker-dev deployments leave `Enabled` unset (defaults to `false`) so alarm transitions historize to nowhere unless a HistorianGateway is configured.
---
## See also
- [AlarmTracking.md](AlarmTracking.md) — the three alarm sources and the OPC UA
Part 9 surface; which alarms route to this sink.
- [DriverLifecycle.md](DriverLifecycle.md) — `IHistorianDataSource` (the
historian *read* surface; this page covers the *write* path) and the
`GatewayHistorianDataSource`.
- [ScriptedAlarms.md](ScriptedAlarms.md) — the scripted-alarm engine that emits
most events into this sink.
- [ServiceHosting.md](ServiceHosting.md) — the external HistorianGateway backend.
- [operations/2026-07-20-localdb-pair-replication.md](operations/2026-07-20-localdb-pair-replication.md)
— where the queue lives, the Primary-only drain, and the one-time legacy migration.