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Joseph Doherty 48970af416 Doc refresh (task #205) — requirements updated for multi-driver OtOpcUa three-process deploy 
Per-file summary:

- docs/reqs/OpcUaServerReqs.md — rewritten driver-agnostic. OPC-001..OPC-013 re-scoped to multi-driver address-space composition + capability dispatch; OPC-014 AuthorizationGate + permission trie; OPC-015 dynamic ServiceLevel via RedundancyCoordinator; OPC-017 surgical generation-apply rebuild; OPC-012 capability dispatch via CapabilityInvoker (decision #143 idempotence-aware retry); OPC-013 per-host Polly isolation (decision #144); OPC-019 OpenTelemetry metrics. Transport-security profile matrix (OPC-010) + UserName/LDAP (OPC-011) preserved.

- docs/reqs/GalaxyRepositoryReqs.md — scope clarified as Galaxy-driver-only (not platform). GR-001..GR-004 tied to ITagDiscovery.DiscoverAsync + IRediscoverable; all SQL runs inside OtOpcUa.Galaxy.Host and streams to Proxy via named pipe. GR-008 capability wrapping via CapabilityInvoker added. Cross-links to docs/v2/driver-specs.md + docs/GalaxyRepository.md.

- docs/reqs/MxAccessClientReqs.md — scope clarified as Galaxy-Host-only. MXA-001..MXA-009 preserved (STA pump, register/unregister, subscription refcount, auto-reconnect, probe, COM cleanup, operation metrics, error translation). MXA-010 Proxy-side capability wrapping + MXA-011 pipe ACL + per-process shared secret (OTOPCUA_ALLOWED_SID / OTOPCUA_GALAXY_SECRET) added.

- docs/reqs/ServiceHostReqs.md — rewritten for three-process deployment. Shared section (SVC-SHARED-001/002) for Serilog + bootstrap-only appsettings. SRV-* for OtOpcUa.Server (net10 x64, Microsoft.Extensions.Hosting + AddWindowsService, in-process driver hosting, redundancy-node bootstrap). ADM-* for OtOpcUa.Admin (Blazor Server, cookie+LDAP auth, CanEdit/CanPublish policies, sole DB writer, Prometheus /metrics, audit logging). GHX-* for OtOpcUa.Galaxy.Host (TopShelf, net48 x86, named-pipe IPC bootstrap, STA backend lifecycle, crash handling tied to supervisor).

- docs/reqs/ClientRequirements.md — restructured as numbered, verifiable requirements. SHR-* for Client.Shared (single IOpcUaClientService, ConnectionSettings, failover, cross-platform certs, type-coercing write, UI-thread neutrality). CLI-001..CLI-011 cover connect/read/write/browse/subscribe/historyread/alarms/redundancy. UI-001..UI-008 cover connection panel, tree browser, each tab, connection-state reflection, cross-platform build. Reference design content (IOpcUaClientService shape, models, view-model map, mock layout) preserved.

- docs/reqs/StatusDashboardReqs.md — retired cleanly. Replaced with a pointer to docs/v2/admin-ui.md + HLR-015 / HLR-016 / HLR-017 / ADM-*. Mapping table shows each retired DASH-001..DASH-009 requirement's replacement (live cluster-node view via SignalR, Prometheus metrics, driver-instance detail views, etc.). Note that a formal AdminUiReqs.md can be written later if needed for cert compliance.

HighLevelReqs.md was already at the target shape (HLR-001..HLR-018 with Revision header noting retired HLR-009) as of commit f217636; verified identical and no additional edit required.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-20 01:31:58 -04:00
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images
Add UI features, alarm ack, historian UTC fix, and Client.UI documentation
2026-03-31 20:46:45 -04:00
reqs
Doc refresh (task #205) — requirements updated for multi-driver OtOpcUa three-process deploy
2026-04-20 01:31:58 -04:00
v2
Pin libplctag ab_server to v2.6.16 — real release tag + SHA256 hashes for all three Windows arches. Closes the "pick a current version + pin" deferral left by the #180 PR docs stub. Verified the release lands ab_server.exe inside libplctag_2.6.16_windows_<arch>_tools.zip alongside plctag.dll + list_tags_* helpers by downloading each tools zip + unzip -l'ing to confirm ab_server.exe is present at 331264 bytes. New ci/ab-server.lock.json is the single source of truth — one file the CI YAML reads via ConvertFrom-Json instead of duplicating the hash across the workflow + the docs. Structure: repo (libplctag/libplctag) + tag (v2.6.16) + published date (2026-03-29) + assets keyed by platform (windows-x64 / windows-x86 / windows-arm64) each carrying filename + sha256. docs/v2/test-data-sources.md §2.CI updated — replaces the prior placeholder (ver = '<pinned libplctag release tag>', expected = '<pinned sha256>') with the real v2.6.16 + 9b78a3de... hashes pinned table, and replaces the hardcoded URL with a lockfile-driven pwsh step that picks windows-x64 by default but swaps to x86/arm64 by changing one line for non-x64 CI runners. Hash-mismatch path throws with both the expected + actual values so on the first drift the CI log tells the maintainer exactly what to update in the lockfile. Two verification notes from the release fetch: (1) libplctag v2.6.16 tools zips ship ab_server.exe + plctag.dll together — tests don't need a separate libplctag NuGet download for the integration path, the extracted tools dir covers both the simulator + the driver's native dependency; (2) the three Windows arches all carry ab_server.exe, so ARM64 Windows GitHub runners (when they arrive) can run the integration suite without changes beyond swapping the asset key. No code changes in this PR — purely docs + the new lockfile. Admin tests + Core tests unchanged + passing per the prior commit.
2026-04-20 00:04:35 -04:00
AddressSpace.md
Phase 0 — mechanical rename ZB.MOM.WW.LmxOpcUa.* → ZB.MOM.WW.OtOpcUa.*
2026-04-17 13:57:47 -04:00
AlarmTracking.md
Scope alarm tracking to selected templates and surface endpoint/security state on the dashboard so operators can deploy in large galaxies without drowning clients in irrelevant alarms or guessing what the server is advertising
2026-04-13 09:48:57 -04:00
Client.CLI.md
Doc refresh (task #206) — Client.CLI + Client.UI brand flip + new top-level docs/README.md index. Client.CLI.md: replaced stale LmxOpcUa-OPC UA-server references with OtOpcUa throughout the overview + sample output + applicationUri examples (opc.tcp://localhost:4840/OtOpcUa, urn:localhost:OtOpcUa:instanceN); confirmed against src/ZB.MOM.WW.OtOpcUa.Server/Program.cs:69-71 which sets the live endpoint url + application uri to those exact values. Added a driver-agnostic note in the overview — the CLI is reachable against every shipped driver surface because the OPC UA endpoint abstracts them all. Kept the lmxopcua-cli executable name + the {LocalAppData}/LmxOpcUaClient/pki/ PKI folder name AS-IS because those are real filesystem-level residuals the code still uses (Program.cs SetExecutableName + OpcUaClientService.cs:428) — flipping them requires migration shims so existing dev boxes don't lose their trusted-cert store; added explicit doc text explaining the residual + why it persists so future readers aren't confused. Fixed the sample connect-output "Server: LmxOpcUa" to "Server: OtOpcUa Server" matching the live ApplicationName in OpcUaServerOptions.cs:39. Client.UI.md: replaced the 4 LmxOpcUa references — overview one-liner, status-bar mock (now reads "OtOpcUa Server" matching the server's reported ApplicationName), endpoint-url example, settings persistence path. Same residual-explanation note added under the LmxOpcUaClient/settings.json path pointing at the Client.Shared session-factory literal at OpcUaClientService.cs:428. docs/README.md is new — a top-level index distinguishing the two documentation tiers (current reference at docs/*.md vs implementation history + design notes at docs/v2/*.md). Every current-reference doc gets a one-line role description in a section table (Architecture + data-path / Drivers / Operational / Client tooling / Requirements) so a new reader picking up the repo finds their way in without having to grep file names. Cross-link calls out that load-bearing references from top-level docs (plan.md decisions, admin-ui.md, acl-design.md, config-db-schema.md, driver-specs.md, dev-environment.md, test-data-sources.md) live under v2/. Notes up front that the project was renamed LmxOpcUa → OtOpcUa and that any remaining LmxOpcUa-string in paths is a deliberate residual with a migration follow-up, so readers don't chase phantom bugs. Four parallel doc-refresh agents currently working on the rest of docs/*.md (task #202 core architecture, #203 driver docs split, #204 operational, #205 requirements) — those commits will land on separate worktree branches + get folded in together once complete; this index already lists the docs they'll produce (drivers/README.md, drivers/Galaxy.md, drivers/Galaxy-Repository.md) so the final merge just has the content showing up where the index already points.
2026-04-20 01:25:18 -04:00
Client.UI.md
Doc refresh (task #206) — Client.CLI + Client.UI brand flip + new top-level docs/README.md index. Client.CLI.md: replaced stale LmxOpcUa-OPC UA-server references with OtOpcUa throughout the overview + sample output + applicationUri examples (opc.tcp://localhost:4840/OtOpcUa, urn:localhost:OtOpcUa:instanceN); confirmed against src/ZB.MOM.WW.OtOpcUa.Server/Program.cs:69-71 which sets the live endpoint url + application uri to those exact values. Added a driver-agnostic note in the overview — the CLI is reachable against every shipped driver surface because the OPC UA endpoint abstracts them all. Kept the lmxopcua-cli executable name + the {LocalAppData}/LmxOpcUaClient/pki/ PKI folder name AS-IS because those are real filesystem-level residuals the code still uses (Program.cs SetExecutableName + OpcUaClientService.cs:428) — flipping them requires migration shims so existing dev boxes don't lose their trusted-cert store; added explicit doc text explaining the residual + why it persists so future readers aren't confused. Fixed the sample connect-output "Server: LmxOpcUa" to "Server: OtOpcUa Server" matching the live ApplicationName in OpcUaServerOptions.cs:39. Client.UI.md: replaced the 4 LmxOpcUa references — overview one-liner, status-bar mock (now reads "OtOpcUa Server" matching the server's reported ApplicationName), endpoint-url example, settings persistence path. Same residual-explanation note added under the LmxOpcUaClient/settings.json path pointing at the Client.Shared session-factory literal at OpcUaClientService.cs:428. docs/README.md is new — a top-level index distinguishing the two documentation tiers (current reference at docs/*.md vs implementation history + design notes at docs/v2/*.md). Every current-reference doc gets a one-line role description in a section table (Architecture + data-path / Drivers / Operational / Client tooling / Requirements) so a new reader picking up the repo finds their way in without having to grep file names. Cross-link calls out that load-bearing references from top-level docs (plan.md decisions, admin-ui.md, acl-design.md, config-db-schema.md, driver-specs.md, dev-environment.md, test-data-sources.md) live under v2/. Notes up front that the project was renamed LmxOpcUa → OtOpcUa and that any remaining LmxOpcUa-string in paths is a deliberate residual with a migration follow-up, so readers don't chase phantom bugs. Four parallel doc-refresh agents currently working on the rest of docs/*.md (task #202 core architecture, #203 driver docs split, #204 operational, #205 requirements) — those commits will land on separate worktree branches + get folded in together once complete; this index already lists the docs they'll produce (drivers/README.md, drivers/Galaxy.md, drivers/Galaxy-Repository.md) so the final merge just has the content showing up where the index already points.
2026-04-20 01:25:18 -04:00
Configuration.md
Phase 0 — mechanical rename ZB.MOM.WW.LmxOpcUa.* → ZB.MOM.WW.OtOpcUa.*
2026-04-17 13:57:47 -04:00
DataTypeMapping.md
Phase 0 — mechanical rename ZB.MOM.WW.LmxOpcUa.* → ZB.MOM.WW.OtOpcUa.*
2026-04-17 13:57:47 -04:00
GalaxyRepository.md
Phase 0 — mechanical rename ZB.MOM.WW.LmxOpcUa.* → ZB.MOM.WW.OtOpcUa.*
2026-04-17 13:57:47 -04:00
HistoricalDataAccess.md
Phase 0 — mechanical rename ZB.MOM.WW.LmxOpcUa.* → ZB.MOM.WW.OtOpcUa.*
2026-04-17 13:57:47 -04:00
IncrementalSync.md
Add component-level documentation for all 14 server subsystems
2026-03-26 15:47:59 -04:00
MxAccessBridge.md
Phase 0 — mechanical rename ZB.MOM.WW.LmxOpcUa.* → ZB.MOM.WW.OtOpcUa.*
2026-04-17 13:57:47 -04:00
OpcUaServer.md
Phase 0 — mechanical rename ZB.MOM.WW.LmxOpcUa.* → ZB.MOM.WW.OtOpcUa.*
2026-04-17 13:57:47 -04:00
README.md
Doc refresh (task #206) — Client.CLI + Client.UI brand flip + new top-level docs/README.md index. Client.CLI.md: replaced stale LmxOpcUa-OPC UA-server references with OtOpcUa throughout the overview + sample output + applicationUri examples (opc.tcp://localhost:4840/OtOpcUa, urn:localhost:OtOpcUa:instanceN); confirmed against src/ZB.MOM.WW.OtOpcUa.Server/Program.cs:69-71 which sets the live endpoint url + application uri to those exact values. Added a driver-agnostic note in the overview — the CLI is reachable against every shipped driver surface because the OPC UA endpoint abstracts them all. Kept the lmxopcua-cli executable name + the {LocalAppData}/LmxOpcUaClient/pki/ PKI folder name AS-IS because those are real filesystem-level residuals the code still uses (Program.cs SetExecutableName + OpcUaClientService.cs:428) — flipping them requires migration shims so existing dev boxes don't lose their trusted-cert store; added explicit doc text explaining the residual + why it persists so future readers aren't confused. Fixed the sample connect-output "Server: LmxOpcUa" to "Server: OtOpcUa Server" matching the live ApplicationName in OpcUaServerOptions.cs:39. Client.UI.md: replaced the 4 LmxOpcUa references — overview one-liner, status-bar mock (now reads "OtOpcUa Server" matching the server's reported ApplicationName), endpoint-url example, settings persistence path. Same residual-explanation note added under the LmxOpcUaClient/settings.json path pointing at the Client.Shared session-factory literal at OpcUaClientService.cs:428. docs/README.md is new — a top-level index distinguishing the two documentation tiers (current reference at docs/*.md vs implementation history + design notes at docs/v2/*.md). Every current-reference doc gets a one-line role description in a section table (Architecture + data-path / Drivers / Operational / Client tooling / Requirements) so a new reader picking up the repo finds their way in without having to grep file names. Cross-link calls out that load-bearing references from top-level docs (plan.md decisions, admin-ui.md, acl-design.md, config-db-schema.md, driver-specs.md, dev-environment.md, test-data-sources.md) live under v2/. Notes up front that the project was renamed LmxOpcUa → OtOpcUa and that any remaining LmxOpcUa-string in paths is a deliberate residual with a migration follow-up, so readers don't chase phantom bugs. Four parallel doc-refresh agents currently working on the rest of docs/*.md (task #202 core architecture, #203 driver docs split, #204 operational, #205 requirements) — those commits will land on separate worktree branches + get folded in together once complete; this index already lists the docs they'll produce (drivers/README.md, drivers/Galaxy.md, drivers/Galaxy-Repository.md) so the final merge just has the content showing up where the index already points.
2026-04-20 01:25:18 -04:00
ReadWriteOperations.md
Add authentication and role-based write access control
2026-03-27 02:14:37 -04:00
Redundancy.md
Phase 0 — mechanical rename ZB.MOM.WW.LmxOpcUa.* → ZB.MOM.WW.OtOpcUa.*
2026-04-17 13:57:47 -04:00
security.md
Phase 3 PR 31 — Live-LDAP integration test + Active Directory compatibility. Closes LMX follow-up #4 with 6 live-bind tests in Server.Tests/LdapUserAuthenticatorLiveTests.cs against the dev GLAuth instance at localhost:3893 (skipped cleanly when unreachable via Assert.Skip + a clear SkipReason — matches the GalaxyRepositoryLiveSmokeTests pattern). Coverage: valid credentials bind + surface DisplayName; wrong password fails; unknown user fails; empty credentials fail pre-flight without touching the directory; writeop user's memberOf maps through GroupToRole to WriteOperate (the exact string WriteAuthzPolicy.IsAllowed expects); admin user surfaces all four mapped roles (WriteOperate + WriteTune + WriteConfigure + AlarmAck) proving memberOf parsing doesn't stop after the first match. While wiring this up, the authenticator's hard-coded user-lookup filter 'uid=<name>' didn't match GLAuth (which keys users by cn and doesn't populate uid) — AND it doesn't match Active Directory either, which uses sAMAccountName. Added UserNameAttribute to LdapOptions (default 'uid' for RFC 2307 backcompat) so deployments override to 'cn' / 'sAMAccountName' / 'userPrincipalName' as the directory requires; authenticator filter now interpolates the configured attribute. The default stays 'uid' so existing test fixtures and OpenLDAP installs keep working without a config change — a regression guard in LdapUserAuthenticatorAdCompatTests.LdapOptions_default_UserNameAttribute_is_uid_for_rfc2307_compat pins this so a future 'helpful' default change can't silently break anyone.
2026-04-18 15:23:22 -04:00
ServiceHosting.md
Phase 0 — mechanical rename ZB.MOM.WW.LmxOpcUa.* → ZB.MOM.WW.OtOpcUa.*
2026-04-17 13:57:47 -04:00
StatusDashboard.md
Close all four stability-review 2026-04-13 findings so a failed runtime probe subscription can no longer leave a phantom entry that Tick() flips to Stopped and fans out false BadOutOfService quality across a host's subtree, a silently-failed dashboard bind no longer lets the service advertise a successful start while an operator-visible endpoint is dead, the seven sync-over-async sites in LmxNodeManager (rebuild probe sync, Read, Write, four HistoryRead overrides) can no longer park the OPC UA stack thread indefinitely on a hung backend, and alarm auto-subscribe + transferred-subscription restore no longer race shutdown as untracked fire-and-forget tasks.
2026-04-14 00:48:07 -04:00
Subscriptions.md
Add component-level documentation for all 14 server subsystems
2026-03-26 15:47:59 -04:00

README.md

OtOpcUa documentation

Two tiers of documentation live here:

  • Current reference at the top level (docs/*.md) — describes what's shipped today. Start here for operator + integrator reference.
  • Implementation history + design notes at docs/v2/*.md — the authoritative plan + decision log the current reference is built from. Start here when you need the why behind an architectural choice, or when a top-level doc says "see plan.md § X".

The project was originally called LmxOpcUa (a single-driver Galaxy/MXAccess OPC UA server) and has since become OtOpcUa, a multi-driver OPC UA server platform. Any lingering LmxOpcUa-string in a path you see in docs is a deliberate residual (executable name lmxopcua-cli, client PKI folder {LocalAppData}/LmxOpcUaClient/) — fixing those requires migration shims + is tracked as follow-ups.

Platform overview

  • Core owns the OPC UA stack, address space, session/security/subscription machinery.
  • Drivers plug in via capability interfaces in ZB.MOM.WW.OtOpcUa.Core.Abstractions: IDriver, IReadable, IWritable, ITagDiscovery, ISubscribable, IHostConnectivityProbe, IAlarmSource, IHistoryProvider, IPerCallHostResolver. Each driver opts into whichever it supports.
  • Server is the OPC UA endpoint process (net10, x64). Hosts every driver except Galaxy in-process; talks to Galaxy via a named pipe because MXAccess COM is 32-bit-only.
  • Admin is the Blazor Server operator UI (net10, x64). Owns the Config DB draft/publish flow, ACL + role-grant authoring, fleet status + /metrics scrape endpoint.
  • Galaxy.Host is a .NET Framework 4.8 x86 Windows service that wraps MXAccess COM on an STA thread for the Galaxy driver.

Where to find what

Architecture + data-path reference

Doc Covers
OpcUaServer.md Top-level server architecture — Core, driver dispatch, Config DB, generations
AddressSpace.md GenericDriverNodeManager + ITagDiscovery + IAddressSpaceBuilder
ReadWriteOperations.md OPC UA Read/Write → CapabilityInvoker → IReadable/IWritable
Subscriptions.md Monitored items → ISubscribable + per-driver subscription refcount
AlarmTracking.md IAlarmSource + AlarmSurfaceInvoker + OPC UA alarm conditions
DataTypeMapping.md Per-driver DriverAttributeInfo → OPC UA variable types
IncrementalSync.md Address-space rebuild on redeploy + sp_ComputeGenerationDiff
HistoricalDataAccess.md IHistoryProvider as a per-driver optional capability

Drivers

Doc Covers
drivers/README.md Index of the seven shipped drivers + capability matrix
drivers/Galaxy.md Galaxy driver — MXAccess bridge, Host/Proxy split, named-pipe IPC
drivers/Galaxy-Repository.md Galaxy-specific discovery via the ZB SQL database

For Modbus / S7 / AB CIP / AB Legacy / TwinCAT / FOCAS / OPC UA Client specifics, see v2/driver-specs.md.

Operational

Doc Covers
Configuration.md appsettings bootstrap + Config DB + Admin UI draft/publish
security.md Transport security profiles, LDAP auth, ACL trie, role grants, OTOPCUA0001 analyzer
Redundancy.md RedundancyCoordinator, ServiceLevelCalculator, apply-lease, Prometheus metrics
ServiceHosting.md Three-process deploy (Server + Admin + Galaxy.Host) install/uninstall
StatusDashboard.md Pointer — superseded by v2/admin-ui.md

Client tooling

Doc Covers
Client.CLI.md lmxopcua-cli — command-line client
Client.UI.md Avalonia desktop client

Requirements

Doc Covers
reqs/HighLevelReqs.md HLRs — numbered system-level requirements
reqs/OpcUaServerReqs.md OPC UA server-layer reqs
reqs/ServiceHostReqs.md Per-process hosting reqs
reqs/ClientRequirements.md Client CLI + UI reqs
reqs/GalaxyRepositoryReqs.md Galaxy-scoped repository reqs
reqs/MxAccessClientReqs.md Galaxy-scoped MXAccess reqs
reqs/StatusDashboardReqs.md Pointer — superseded by Admin UI

Implementation history (docs/v2/)

Design decisions + phase plans + execution notes. Load-bearing cross-references from the top-level docs:

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