Files
lmxopcua/docs/Redundancy.md
T
Joseph Doherty 50b55ee4b9 fix(redundancy): elect the Primary by cluster age, not by address
RedundancyStateActor derived the driver Primary from ClusterState.RoleLeader("driver").
Akka offers two different notions of a "first" member and they are not the same
one: role leader is the lowest-ADDRESSED Up member (host, then port), while
ClusterSingletonManager places singletons on the OLDEST — lowest up-number.

They agree on a freshly-formed cluster, which is why every existing test passed.
They diverge after any restart: the restarted node re-joins as the youngest while
keeping its address, so if it holds the lower address it becomes role leader while
the singletons stay put. The snapshot would then name a Primary that is not
hosting the work, and every Primary-gated surface follows it — inbound device
writes, native-alarm acks, the fleet-wide alerts emit, and the alarm-history
drain would all enable on the wrong node while the node actually running the
singletons stayed gated off.

BuildSnapshot now selects the oldest Up member carrying the driver role, matching
singleton placement. Leaving members are excluded: a node handing its singletons
over must not be named Primary.

NodeRedundancyState.IsRoleLeaderForDriver is renamed IsDriverPrimary, and
NodeHealthInputs.IsDriverRoleLeader likewise. Keeping the old names would have
left the wire contract asserting a derivation the code no longer uses — the same
drift that made this defect invisible.

Proven by a real two-node cluster rather than a mock. RedundancyPrimaryElectionTests
binds the first-joining node to the HIGHER port, so oldest and lowest-address name
different nodes, and includes a fixture assertion that the divergence actually
occurred — without it the real assertion could pass for the wrong reason. Positive
control: restoring the RoleLeader derivation turns exactly the two election tests
red while the fixture check stays green.

Runtime.Tests 440 passed, ControlPlane.Tests 82, Cluster.Tests 36.

Claude-Session: https://claude.ai/code/session_01GASWkNEi68FSCtvr6rLoEW
2026-07-21 18:39:07 -04:00

353 lines
32 KiB
Markdown
Raw Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
# Redundancy (v2)
## Overview
OtOpcUa supports OPC UA **non-transparent** warm/hot redundancy. Two or more `OtOpcUa.Host` processes run side-by-side, share the same Config DB, and join the same Akka.NET cluster. Each process owns a distinct `ApplicationUri`; OPC UA clients discover both endpoints by reading `Server.ServerArray` (NodeId `i=2254`) on either node and pick one based on the `ServiceLevel` byte that each server publishes.
> **Discovery surface.** The `ServerArray` path on the `Server` object is what each node populates with self + peer `ApplicationUri`s — see `OpcUaApplicationHost.PopulateServerArray` and the per-node `PeerApplicationUris` option below. The redundancy-object-type `ServerUriArray` proper (a child of `Server.ServerRedundancy`) remains deferred pending an SDK object-type upgrade; clients should read `Server.ServerArray` for peer discovery today.
> **v2 change.** v1's operator-managed `ClusterNode.RedundancyRole` column + `RedundancyCoordinator` / `ApplyLeaseRegistry` / `PeerHttpProbeLoop` are gone. Primary/secondary is now derived from **Akka cluster membership** — the oldest Up member carrying the `driver` role. The operator no longer writes a role into the DB; cluster topology drives ServiceLevel automatically.
The runtime pieces live in:
| Component | Project | Role |
|---|---|---|
| `RedundancyStateActor` | `OtOpcUa.ControlPlane.Redundancy` | Admin-role cluster singleton; subscribes to cluster topology events, debounces 250ms, broadcasts `RedundancyStateChanged` on the `redundancy-state` DPS topic. |
| `OpcUaPublishActor` | `OtOpcUa.Runtime.OpcUa` | Per-driver-node; subscribes to the `redundancy-state` topic, computes a health-aware ServiceLevel byte via `ServiceLevelCalculator` (see below), and forwards it to `IServiceLevelPublisher`. |
| `IServiceLevelPublisher` / `SdkServiceLevelPublisher` | `OtOpcUa.Commons.OpcUa` / `OtOpcUa.OpcUaServer` | Writes the byte into the SDK's `Server.ServiceLevel` Variable. Production binds `DeferredServiceLevelPublisher`, which swaps in the real `SdkServiceLevelPublisher` once the SDK is up (it needs `IServerInternal`, available only after `StandardServer.Start`); until then writes route through `NullServiceLevelPublisher`. |
| `ServiceLevelCalculator` | `OtOpcUa.Cluster.Redundancy` (`Core.Cluster`) | Pure function `(NodeHealthInputs) → byte` — the DB/probe-aware tiering (see truth table below). Covered by `ServiceLevelCalculatorTests`. **Now the live publish path**`OpcUaPublishActor` calls it on every `HealthTick` and `RedundancyStateChanged` event. Moved to `Core.Cluster` so Runtime can reach it without a Runtime→ControlPlane reference. |
| `DbHealthProbeActor` | `OtOpcUa.Runtime.Health` | Per-node; runs `SELECT 1` against ConfigDb every 5s. Read by the health endpoint AND by `OpcUaPublishActor` (the `DbReachable` ServiceLevel input). |
| `PeerProbeSupervisor` | `OtOpcUa.Runtime.Health` | Per-node; subscribes to the `redundancy-state` topic and maintains one `PeerOpcUaProbeActor` child per OTHER driver-role peer (spawn on join, stop on departure), so every node is continuously probed by its peers. |
| `PeerOpcUaProbeActor` | `OtOpcUa.Runtime.Health` | Spawned by `PeerProbeSupervisor`; pings a peer `opc.tcp://peer:4840` with a TCP connect (2s timeout) and publishes `OpcUaProbeResult` on the `redundancy-state` topic. A full secure-channel Hello handshake is a possible future upgrade; the TCP connect is the current real probe. |
| `ClusterRoleInfo` | `OtOpcUa.Cluster` | Live view of cluster membership + role-leader; exposes `IClusterRoleInfo` to the rest of the host. (Akka's role-leader is *not* what elects the redundancy Primary — see below.) |
## ServiceLevel tiers
### Health-aware tiering (`ServiceLevelCalculator` — live path)
`ServiceLevelCalculator.Compute(NodeHealthInputs)` is the live publish path.
`OpcUaPublishActor` calls it on every `HealthTick` (~5 s) and on each
`RedundancyStateChanged` snapshot, then forwards the result through
`IServiceLevelPublisher` to the SDK's `Server.ServiceLevel` Variable.
The four inputs are sourced locally per driver node:
| Input | Source |
|---|---|
| `MemberState` | Local `SelfMember.Status` from the Akka cluster (Up / Joining / Leaving / …). |
| `DbReachable` | Local `DbHealthProbeActor``OpcUaPublishActor` Asks it on each `HealthTick`; an Ask timeout is treated as `Reachable=false`. |
| `OpcUaProbeOk` | Result of a peer probing THIS node's OPC UA endpoint: `PeerProbeSupervisor` spawns one `PeerOpcUaProbeActor` per OTHER driver-role peer; each probe publishes `OpcUaProbeResult(probed-node, ok)` on the `redundancy-state` topic; the publish actor consumes only results whose target is itself. Freshness-debounced: absent or stale (>30 s) → `true` (benefit of the doubt — single-node clusters and a departed peer never demote); only an actively-observed RECENT `false` demotes. |
| `Stale` (derived) | `!DbReachable \|\| (now lastDbHealth.AsOfUtc) > 30 s \|\| (now snapshotEntry.AsOfUtc) > 30 s`. |
| `IsDriverPrimary` | The local node's entry in the `RedundancyStateChanged` snapshot from `RedundancyStateActor`. |
The resulting truth table (all tiers are now reachable at runtime):
| Tier | Byte | Condition |
|---|---|---|
| Down / Detached | 0 | Member status is not `Up` or `Joining` (leaving, removed, exiting), OR node has no `driver` role (Detached). Published immediately — a starting or detached node never leaves the SDK default 255. |
| Critically degraded | 100 | ConfigDb unreachable AND data is stale. |
| Stale | 200 | Data stale but ConfigDb reachable. |
| Healthy follower | 240 | DB reachable + OPC UA probe ok + not stale + not the driver Primary. |
| Healthy primary | 250 | Same as healthy follower + this node is the driver Primary (+10 bonus). |
> **Secondary 100 → 240 (behavior change).** Previously a healthy Secondary
> published 100 (coarse role-only mapping). It now publishes **240** — both
> nodes sit at 240/250 under healthy conditions, with the leader still preferred
> by the +10 bonus. Clients with the standard "pick highest ServiceLevel"
> heuristic continue to prefer the primary.
#### Backward-compatible fallback (legacy seam)
A node with no `DbHealthStatus` wired (e.g. early bootstrap window before the
first `DbHealthProbeActor` reply) falls back to the old role-only mapping:
Primary-leader → 240, Primary → 200, Secondary → 100, Detached → 0. Once the
first `DbHealthStatus` arrives the calculator takes over. The first computed
ServiceLevel (even 0) is always published so no node lingers at the SDK default
255.
Roles come from `RedundancyStateActor.BuildSnapshot`: a node with the `driver`
role is `Primary` when it is the **oldest Up member carrying the `driver` role**, otherwise
`Secondary`; a node without the `driver` role is `Detached`.
**Oldest, not role leader (changed 2026-07-21).** The election previously used
`ClusterState.RoleLeader("driver")` — the *lowest-addressed* Up member with the role. Akka offers
both, and they name different nodes: role leader is ordered by address (host, then port), oldest by
up-number. They agree on a freshly-formed cluster, and diverge after any restart — a restarted node
re-joins as the *youngest* while keeping its address, so if it holds the lower address it becomes
role leader. Meanwhile `ClusterSingletonManager` places singletons on the **oldest**, so the old
derivation could name a Primary that was not hosting the singletons, enabling the Primary-gated data
plane (writes, alarm acks, the alerts emit, the alarm-history drain) on the wrong node. Pinned by
`RedundancyPrimaryElectionTests`, which forms a real two-node cluster where the oldest node holds the
*higher* address so the two orderings genuinely disagree. `NodeRedundancyState.IsRoleLeaderForDriver`
was renamed `IsDriverPrimary` to stop the name asserting the old derivation.
> **KNOWN LIMITATION — the election is per *Akka* cluster, not per application `Cluster`.**
> The election yields exactly **one** Primary across the whole Akka cluster. A fleet that
> runs several application clusters (each with its own redundant pair) inside one Akka cluster —
> which is what `docker-dev/docker-compose.yml` models, with MAIN, SITE-A and SITE-B — therefore has
> one Primary among *all* its driver nodes, not one per pair. Every consumer of the role inherits
> this: `ServiceLevel`, the `alerts` emit gate, and the inbound device-write gate below.
>
> The unit of redundancy everywhere else in the product is the application `Cluster` (`ClusterId`) —
> it owns drivers, devices and `ClusterNode` rows, and the LocalDb deployment-artifact cache is
> already keyed by it *so that a pair shares one entry*. Scoping the election the same way is the
> fix; `RedundancyStateActor` is an admin-role singleton in the same assembly as
> `AdminOperationsActor`, which already reads and groups `ClusterNodes` by cluster.
>
> Surfaced by the LocalDb Phase 2 live gate, where it stopped the alarm-history drain on every node
> in the fleet — see `docs/plans/2026-07-20-localdb-phase2-live-gate.md`. The alarm drain no longer
> depends on this (it defers only to a node that shares its queue), but the other three gates still do.
## Data flow
```
Cluster topology event ──────────────────────────────────────────┐
RedundancyStateActor (admin singleton)
│ debounce 250ms
DPS topic "redundancy-state"
│ ▲
┌───────────────────────┘ │
│ │
▼ │
Driver node: OpcUaPublishActor │
┌─────────────────────────────────────────────────────────┐ │
│ Inputs collected per ~5s HealthTick: │ │
│ • MemberState ← Akka SelfMember.Status │ │
│ • DbReachable ← DbHealthProbeActor (Ask, timeout→F) │ │
│ • OpcUaProbeOk ← OpcUaProbeResult about THIS node │──────┘
│ • Stale ← derived from above timestamps │ PeerProbeSupervisor
│ • IsLeader ← RedundancyStateChanged snapshot │ → PeerOpcUaProbeActor(s)
│ │ publish OpcUaProbeResult
│ ServiceLevelCalculator.Compute(NodeHealthInputs) │ on "redundancy-state"
│ → byte (0/100/200/240/250) │
└───────────────────────────────────────────────────────-─┘
IServiceLevelPublisher (SdkServiceLevelPublisher)
OPC UA Server.ServiceLevel Variable
```
Both `DbHealthProbeActor` and `PeerOpcUaProbeActor` feed the live publish path.
The peer probe publishes `OpcUaProbeResult` on the `redundancy-state` topic;
`OpcUaPublishActor` consumes only results whose target is itself and applies
freshness-debouncing before passing them to the calculator. `DbHealthProbeActor`
is queried directly via Ask on each `HealthTick`.
The admin singleton is the cluster's only `RedundancyStateActor`. If the admin leader fails over, the new admin node spins up its replacement, re-subscribes to cluster events, and publishes a fresh snapshot from the current `Cluster.State`. There is no DB-persisted state to recover.
## Configuration
Per-node identity comes from `appsettings.json` + the `OTOPCUA_ROLES` env var:
```json
{
"Cluster": {
"Hostname": "0.0.0.0",
"Port": 4053,
"PublicHostname": "node-a.lan",
"SeedNodes": ["akka.tcp://otopcua@node-a.lan:4053"],
"Roles": ["admin", "driver"]
}
}
```
```
OTOPCUA_ROLES=admin,driver
```
Both nodes share the same `ConfigDb` connection string; `Cluster.PublicHostname` + `Roles` are what makes them distinct in cluster gossip. The first node bootstraps the cluster (its address goes in `SeedNodes`); the second node joins via the same `SeedNodes` list.
There is no longer a `Node:NodeId` setting and no `ClusterNode.RedundancyRole` column (the V2 migration dropped it — primary/secondary is now derived from cluster membership age). NodeId is derived as `host:port` of the cluster `PublicHostname` (see `ClusterRoleInfo.LocalNode` for the formula).
> **`RedundancyStateActor` NodeId consistency (fixed).** `RedundancyStateActor` now keys each node's `NodeRedundancyState` entry by the canonical `host:port` node id (via a `ToNodeId(Address)` helper mirroring `ClusterRoleInfo.ToNodeId`). Previously it keyed by `member.Address.Host` (host-only, e.g. `central-2`); since every subscriber matches by the canonical `host:port` form, the mismatch silently meant no node ever matched its own entry — all nodes stayed at the default ServiceLevel 255 and never learned their role. This fix makes `RedundancyStateActor` consistent with the stated contract above. Additionally, `RedundancyStateActor` now **re-publishes the current snapshot on a periodic heartbeat (default 10 s)** so any node that subscribes after the last topology-change publish converges within the interval (DistributedPubSub does not replay to late subscribers).
The `ClusterNode.ServiceLevelBase` column still exists and is editable in the Admin UI (NodeEdit / Cluster Redundancy pages), but it no longer drives the runtime ServiceLevel — that value is computed by `ServiceLevelCalculator` from cluster role and live health inputs, independent of this stored preference.
### Peer URI advertising
Each node advertises its partner via `OpcUaApplicationHostOptions.PeerApplicationUris` (an `IList<string>`, default empty). `OpcUaApplicationHost.PopulateServerArray` appends each configured peer URI to the SDK's `IServerInternal.ServerUris` string table after server startup, so that `Server.ServerArray` reads served by `OnReadServerArray` return both self + peers. The options bind from the `OpcUa` config section (see `Program.cs``AddValidatedOptions<OpcUaApplicationHostOptions>(…, "OpcUa")`). Set this per-node in `appsettings.json`:
```json
{
"OpcUa": {
"PeerApplicationUris": ["urn:node-b:OtOpcUa"]
}
}
```
Node A lists Node B's `ApplicationUri` and vice-versa. Validated by `DualEndpointTests` in `tests/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer.IntegrationTests/` — boots two `OpcUaApplicationHost` instances on loopback, asserts a real OPCFoundation client `Session` reading `Server.ServerArray` from Node A sees both URIs.
## Split-brain / downing
**The default downing strategy is `auto-down` (changed 2026-07-21).** It is selected by
`Cluster:SplitBrainResolverStrategy`, and `ServiceCollectionExtensions.BuildDowningHocon` turns that
into the `akka.cluster.downing-provider-class` actually installed:
| `Cluster:SplitBrainResolverStrategy` | Provider installed | Posture |
|---|---|---|
| `auto-down` (**default**) | `Akka.Cluster.AutoDowning` with `auto-down-unreachable-after = 15s` | **Availability.** The leader among the *reachable* members downs the unreachable peer, so a crash of **either** node — oldest included — fails over in place. |
| `keep-oldest` | `Akka.Cluster.SBR.SplitBrainResolverProvider` reading the `split-brain-resolver` block in `akka.conf` | **Partition-safety.** A partition can never run dual-active. **Not safe for a 2-node pair** — see below. |
Any other value **fails the host at startup** rather than falling through to a default.
### Why keep-oldest is no longer the default
The previous documentation in this section — and the code comments behind it — asserted that
`keep-oldest` with `down-if-alone = on` was "the correct strategy for a 2-node warm-redundancy pair."
**That was wrong, and the error was not conservative: it described a total-outage configuration as the
recommended one.**
In Akka.NET 1.5.62's `KeepOldest.OldestDecision`, the `down-if-alone` rescue branch requires the
*surviving* side to hold **≥ 2 members**. In a two-node cluster a lost peer is always a 1-vs-1 split, so
the branch never fires and the lone survivor falls through to `DownReachable` — downing **itself** — and
`run-coordinated-shutdown-when-down = on` then terminates it. `down-if-alone` is a 3+-node feature; it
does not do what its name suggests here. Live-proven on the sister project's rig, whose survivor logged
`SBR took decision …DownReachable and is downing [self] including myself, [1] unreachable of [2] members`.
See [`../../ScadaBridge/docs/plans/2026-07-21-auto-down-availability-decision.md`](../../ScadaBridge/docs/plans/2026-07-21-auto-down-availability-decision.md)
for the upstream decision record, which OtOpcUa follows.
The alternatives do not help a pair: `static-quorum` with quorum 1 hits Akka's `IsTooManyMembers` guard
and returns `DownAll`; with quorum 2 the survivor downs itself; `keep-majority` keeps the lowest-address
side, which just moves the fatal crash from "the oldest node" to "the other node"; `lease-majority` needs
a shared lease store both nodes can reach.
### The accepted trade
Under `auto-down`, a **genuine network partition** (both nodes alive, link cut) leaves each side downing
the other and continuing alone: **both run active**, both hold singletons, and both advertise the primary
`ServiceLevel`. Recovery is operator-driven — after the link heals, restart **one** side; it rejoins as a
fresh incarnation and settles as secondary. The two sides do not merge on their own, because the mutual
downing quarantines the association.
This is a deliberate choice of availability over partition-safety, matching ScadaBridge: the pairs run one
node per VM with no external arbiter available, so a crash is a far more likely event than a partition, and
a crash under `keep-oldest` was unrecoverable without operator action anyway.
Deployments that would rather take an outage than ever run dual-active can set
`Cluster:SplitBrainResolverStrategy: "keep-oldest"` — but should read the section above first, because for a
two-node pair that choice means *any* crash of the oldest node is a full outage.
### Recovery still depends on supervision
1. **A service supervisor that restarts the process** on exit — production `Install-Services.ps1` sets
`sc.exe failure OtOpcUaHost … actions= restart/5000/restart/30000/restart/60000`; the docker-dev rig sets
`restart: unless-stopped`.
2. **The recovery watchdog** `ActorSystemTerminationWatchdog` (registered in `Program.cs` after `AddAkka`) —
it watches `ActorSystem.WhenTerminated` and, on an unexpected self-down, calls
`IHostApplicationLifetime.StopApplication()` so the process exits and the supervisor restarts it instead
of idling forever with a dead actor system. Under `auto-down` the *survivor* no longer needs this
(it is never the one downed); the **downed** node still does.
3. **Both peers listed in `SeedNodes`** on every node, so a restarted node can re-join via either peer.
Note the residual bootstrap constraint: only the **first** seed may form a cluster alone, so a node
cold-starting while its peer is dead still waits in `InitJoin`. Auto-down removes the crash outage, not
this one.
> **On `HardKillFailoverTests`:** that in-process test hard-kills the oldest and asserts the survivor becomes
> sole `driver` role-leader. It passed even under `keep-oldest` — because it simulates the crash with
> `provider.Transport.Shutdown()`, which leaves node A's `ActorSystem` **alive** (a transport partition with
> the oldest still running), not a real process death. A real 2-container `docker kill` of the oldest downed
> the survivor (verified 2026-07-15, `archreview/plans/artifacts/459-oldest-crash-live-finding-2026-07-15.md`).
> **It is a standing example of a green test over a fatal defect**: keep the distinction between a transport
> partition and a process death in mind when reading it.
`SplitBrainResolverActivationTests` pins the strategy by starting a real host through the production
bootstrap and reading `akka.cluster.downing-provider-class` back off the running `ActorSystem` — asserting
the typed option or the akka.conf text is not sufficient, because several HOCON fragments compete and the
losing one still looks correct in the file.
There is no operator-driven role swap during a partition; failover is what the cluster and supervisor do
automatically.
> **Live gate outstanding.** The auto-down change is verified by unit tests against the effective
> configuration, and by the sister project's live drill on an equivalent Akka version and topology. It has
> **not** yet been drilled on an OtOpcUa two-node rig — the docker-dev rig runs a single six-node mesh, where
> the 1-vs-1 pathology cannot occur. The drill (kill the oldest container of a genuine two-node cluster;
> assert the survivor stays up, takes the singletons, and reports the primary `ServiceLevel`) should run
> alongside the per-cluster mesh work, which makes every mesh exactly two nodes. See
> `docs/plans/2026-07-21-per-cluster-mesh-design.md` §6.2 / Phase 0a.
## Primary data-plane gate (writes, acks, alerts emit)
Three data-plane surfaces are **Primary-gated** so a warm standby never touches a shared field device or duplicates a fleet-wide publish: inbound operator **writes** (`DriverHostActor.HandleRouteNodeWrite`), native-alarm **acks** (`HandleRouteNativeAlarmAck`), and the native/scripted **alerts emit** (`ForwardNativeAlarm` / `ScriptedAlarmHostActor.OnEngineEmission`). All three route through one policy — `PrimaryGatePolicy.ShouldServiceAsPrimary(localRole, driverMemberCount)` (`OtOpcUa.Runtime.Drivers`):
| Local role (last redundancy snapshot) | Cluster driver members | Decision |
|---|---|---|
| `Primary` | any | **service** |
| `Secondary` / `Detached` | any | **deny** |
| unknown (no snapshot yet, or snapshot omitted this node) | ≤ 1 (single-node / boot on a lone driver) | **service** (boot-window / single-node posture) |
| unknown | ≥ 2 (a real driver peer exists) | **deny** (default-deny — a Primary peer exists; don't act until a snapshot proves this node is it) |
Before archreview 03/S4 the unknown-role case defaulted to *allow* unconditionally, opening a dual-primary window: a freshly-booted secondary on a multi-node cluster serviced shared-device writes and emitted duplicate fleet-wide alerts for up to the ~10 s `RedundancyStateActor` heartbeat (and indefinitely if the snapshot's NodeId never matched this node). Membership is authoritative much earlier than DPS delivery, so an unknown role on a **multi-driver** cluster now default-**denies**. The driver member count is read live from `Cluster.State.Members` (Up members with the `driver` role); a non-cluster ActorRefProvider yields 0 ⇒ single-node posture. If a snapshot arrives that never mentions this node while a driver peer exists (the 03/S5 identity-mismatch shape), `DriverHostActor` logs a one-time Warning so the silent mismatch is diagnosable.
**What a client sees during the boot window (multi-node, role unknown):** an inbound write is **rejected** (not queued — OT actuation seconds late is a surprise). The reject rides the sanctioned optimistic-write self-correction surface: the node reverts to its prior value with a transient Bad-quality blip and a Part 8 `AuditWriteUpdateEvent`; the client's synchronous write call still returned Good (exactly as any failed device write behaves since the #5 write-outcome self-correction). The rejection reason distinguishes the boot window (`"not primary (role unknown)"`) from a steady-state Secondary (`"not primary"`). Acks are dropped (Warning-logged when role-unknown). The alerts emit is skipped (the Primary peer publishes the single fleet copy). The window closes on the first delivered snapshot.
Under warm/hot redundancy both cluster nodes run `ScriptedAlarmHostActor` and evaluate scripted alarms, keeping each node's address space and engine state warm for instant failover. To avoid duplicate rows on `/alerts` and duplicate historian writes, only the Primary node publishes externally:
- **`alerts` topic emission** — `ScriptedAlarmHostActor` and `DriverHostActor.ForwardNativeAlarm` subscribe to the `redundancy-state` DPS topic and cache the local node's `RedundancyRole`, then gate the cluster `alerts` publish through `PrimaryGatePolicy` (table above). The OPC UA condition-node write and inbound ack/shelve command processing remain **ungated** on both nodes so the secondary is always ready to serve clients after a failover.
- **`HistorianAdapterActor` historization** — likewise Primary-gated so alarm historization is exactly-once across all alarm sources. The actor subscribes to the `alerts` DPS topic and translates each `AlarmTransitionEvent``AlarmHistorianEvent` before enqueuing it on the sink; scripted alarms therefore historize exactly once regardless of cluster size.
- **The alarm sink's DRAIN** — a second, independent gate on the same decision. The enqueue gate above is not sufficient any more: since Phase 2 the store-and-forward buffer lives in the replicated LocalDb, so the Secondary holds a full copy of the Primary's queued rows and an ungated drain there would re-deliver every event continuously. `LocalDbStoreAndForwardSink` takes a `drainGate` fed from `IRedundancyRoleView` — a singleton `DriverHostActor` publishes its `PrimaryGatePolicy` verdict to, because the drain runs on a timer and cannot receive `RedundancyStateChanged` itself. A gated-off node reports `HistorianDrainState.NotPrimary`. Delivery is **at-least-once across a failover** by design: rows the old Primary delivered just before dying may not have replicated their deletes yet. See [AlarmHistorian.md](AlarmHistorian.md).
Net effect: each alarm transition appears **once** on `/alerts` and would historize once, not once per node.
See [ScriptedAlarms.md](ScriptedAlarms.md) and [AlarmTracking.md](AlarmTracking.md) for the scripted-alarm engine internals.
## Pair-local store (LocalDb — Phases 1 + 2)
Independently of the ServiceLevel machinery above, every **driver-role** node keeps a consolidated
[`ZB.MOM.WW.LocalDb`](../CLAUDE.md) SQLite database. Phase 2 added the **alarm store-and-forward
buffer** (`alarm_sf_events`) to it alongside the config cache, so a node that dies holding
undelivered alarm history no longer takes it to the grave — see the Primary-only drain note above
and [AlarmHistorian.md](AlarmHistorian.md). Phase 1 caches the **deployed-configuration
artifact** (chunked). Its job is a single failure mode redundancy does not otherwise cover: a driver
node restarting into a **central-SQL-Server outage** would come up with no configuration at all. With
the cache, it **boots from the last artifact it applied** instead, and logs a running-from-cache
signal.
- **What replicates.** The cache can *optionally* replicate to the node's redundant pair peer over
the LocalDb library's gRPC sync (HLC-stamped, last-writer-wins). Two tables replicate:
`deployment_artifacts` and `deployment_pointer`. Replication is **default-OFF and fail-closed**
it stays inert until `LocalDb:SyncListenPort` + a peer are configured, and a missing/mismatched
`LocalDb:Replication:ApiKey` refuses or silently halts sync. It is enabled per-pair as an opt-in.
- **The replicated-cache payoff.** In a pair with replication on, *either* node can be the one that
applied the latest deploy; the peer holds a byte-identical copy. So a node that restarts during a
central outage can boot the current config **even if it never applied that deploy itself** — its
peer did, and the row replicated.
- **What it does NOT cover.** The cache is a **boot fallback for central-SQL outages only**, not a
standby data path and not a replacement for central. A **new deployment still requires central
SQL**; the cache is read only when the central fetch fails at startup, and the node resumes
fresh-config behavior once central returns. It does not replicate live tag values, alarms, or
historian data — only the config artifact. It is orthogonal to the ServiceLevel/primary-gate
logic: a node running from cache still participates in redundancy normally.
Full detail: the enablement runbook at
[`docs/operations/2026-07-20-localdb-pair-replication.md`](operations/2026-07-20-localdb-pair-replication.md)
and the `LocalDb` section of [`docs/Configuration.md`](Configuration.md).
## Client-side failover
The OtOpcUa Client CLI at `src/Client/ZB.MOM.WW.OtOpcUa.Client.CLI` supports `-F` / `--failover-urls` for automatic client-side failover; for long-running subscriptions the CLI monitors session KeepAlive and reconnects to the next available server, recreating the subscription on the new endpoint. See [`Client.CLI.md`](Client.CLI.md).
## Observability
`OpcUaPublishActor` emits one metric on every ServiceLevel transition (it suppresses no-op repeats of the same byte):
| Metric | Type | Notes |
|---|---|---|
| `otopcua.redundancy.service_level_change` | Counter (`{change}`) | OPC UA `Server.ServiceLevel` transitions emitted by the redundancy state. Tagged with `level` = the new byte. |
| `otopcua.redundancy.primary_gate_denied` | Counter (`{denial}`) | Operations denied by the Primary data-plane gate (archreview 03/S4). Tagged `site` = `write` \| `ack` \| `alarm-emit` and `reason` = `secondary` \| `detached` \| `role-unknown`. A non-zero `role-unknown` rate on a healthy multi-node cluster flags a stuck boot window (redundancy snapshot not delivering). |
| `otopcua.opcua.apply.failed` | Counter (`{apply}`) | Address-space apply/materialise passes that swallowed at least one sink failure (archreview 01/S-1). Tagged `kind` = `rebuild` (the rebuild threw) \| `nodes` (per-node materialise failures). A non-zero rate means the running server holds a stale or partial address space despite a reported-successful deploy — `OpcUaPublishActor` also logs the degraded apply at **Error**. |
| `galaxy.writes.advise_failed` | Counter (`{write}`) | Galaxy writes short-circuited to `Bad` because `AdviseSupervisory` failed — the value could not have committed, so the write **fails closed** (archreview 06/S-1) and the Bad status fires the #5 node revert instead of leaving a phantom-Good node. On the Galaxy driver meter `ZB.MOM.WW.OtOpcUa.Driver.Galaxy`. |
| `galaxy.writes.unconfirmed` | Counter (`{write}`) | Galaxy writes reported `Good` off an **empty** gateway statuses array (command accepted; the COM-side commit is unconfirmed pending the mxaccessgw `WriteComplete` correlation follow-up). The honest signal for the optimistic-Good rate until that cross-repo fix lands. On the Galaxy driver meter. |
The redundancy/apply meters are defined on `OtOpcUaTelemetry` (`src/Core/ZB.MOM.WW.OtOpcUa.Commons/Observability/OtOpcUaTelemetry.cs`); the Galaxy write meters hang off the driver's own meter (`EventPump.MeterName`). All surface through whatever OpenTelemetry exporter the host configures.
**Galaxy fail-closed write semantics (archreview 06/S-1):** a non-secured Galaxy write commits only when its item is `AdviseSupervisory`-advised first (the writer runs with no login). If the advise fails, the write is **not** issued — `GatewayGalaxyDataWriter` returns `BadCommunicationError` (a knowingly-lost write is never reported as Good). An empty statuses array on the write reply is still treated as `Good` but metered as `galaxy.writes.unconfirmed`. See [Historian.md](Historian.md) / the Galaxy driver notes for the write path.
## Depth reference
For the full design — message contracts, tiered calculator truth table, recovery semantics — see `docs/plans/2026-05-26-akka-hosting-alignment-design.md` §6.