Files
lmxopcua/docs
Joseph Doherty 5506b43ddc Doc refresh (task #204) — operational docs for multi-process multi-driver OtOpcUa
Five operational docs rewritten for v2 (multi-process, multi-driver, Config-DB authoritative):

- docs/Configuration.md — replaced appsettings-only story with the two-layer model.
  appsettings.json is bootstrap only (Node identity, Config DB connection string,
  transport security, LDAP bind, logging). Authoritative config (clusters, namespaces,
  UNS, equipment, tags, driver instances, ACLs, role grants, poll groups) lives in
  the Config DB accessed via OtOpcUaConfigDbContext and edited through the Admin UI
  draft/publish workflow. Added v1-to-v2 migration index so operators can locate where
  each old section moved. Cross-links to docs/v2/config-db-schema.md + docs/v2/admin-ui.md.

- docs/Redundancy.md — Phase 6.3 rewrite. Named every class under
  src/ZB.MOM.WW.OtOpcUa.Server/Redundancy/: RedundancyCoordinator, RedundancyTopology,
  ApplyLeaseRegistry (publish fencing), PeerReachabilityTracker, RecoveryStateManager,
  ServiceLevelCalculator (pure function), RedundancyStatePublisher. Documented the
  full 11-band ServiceLevel matrix (Maintenance=0 through AuthoritativePrimary=255)
  from ServiceLevelCalculator.cs and the per-ClusterNode fields (RedundancyRole,
  ServiceLevelBase, ApplicationUri). Covered metrics
  (otopcua.redundancy.role_transition counter + primary/secondary/stale_count gauges
  on meter ZB.MOM.WW.OtOpcUa.Redundancy) and SignalR RoleChanged push from
  FleetStatusPoller to RedundancyTab.razor.

- docs/security.md — preserved the transport-security section (still accurate) and
  added Phase 6.2 authorization. Four concerns now documented in one place:
  (1) transport security profiles, (2) OPC UA auth via LdapUserAuthenticator
  (note: task spec called this LdapAuthenticationProvider — actual class name is
  LdapUserAuthenticator in Server/Security/), (3) data-plane authorization via
  NodeAcl + PermissionTrie + AuthorizationGate — additive-only model per decision
  #129, ClusterId → Namespace → UnsArea → UnsLine → Equipment → Tag hierarchy,
  NodePermissions bundle, PermissionProbeService in Admin for "probe this permission",
  (4) control-plane authorization via LdapGroupRoleMapping + AdminRole
  (ConfigViewer / ConfigEditor / FleetAdmin, CanEdit / CanPublish policies) —
  deliberately independent of data-plane ACLs per decision #150. Documented the
  OTOPCUA0001 Roslyn analyzer (UnwrappedCapabilityCallAnalyzer) as the compile-time
  guard ensuring every driver-capability async call is wrapped by CapabilityInvoker.

- docs/ServiceHosting.md — three-process rewrite: OtOpcUa Server (net10 x64,
  BackgroundService + AddWindowsService, hosts OPC UA endpoint + all non-Galaxy
  drivers), OtOpcUa Admin (net10 x64, Blazor Server + SignalR + /metrics via
  OpenTelemetry Prometheus exporter), OtOpcUa Galaxy.Host (.NET Framework 4.8 x86,
  NSSM-wrapped, env-variable driven, STA thread + MXAccess COM). Pipe ACL
  denies-Admins detail + non-elevated shell requirement captured from feedback memory.
  Divergence from CLAUDE.md: task spec said "TopShelf is still the service-installer
  wrapper per CLAUDE.md note" but no csproj in the repo references TopShelf — decision
  #30 replaced it with the generic host's AddWindowsService wrapper (per the doc
  comment on OpcUaServerService). Reflected the actual state + flagged this divergence
  here so someone can update CLAUDE.md separately.

- docs/StatusDashboard.md — replaced the full v1 reference (dashboard endpoints,
  health check rules, StatusData DTO, etc.) with a short "superseded by Admin UI"
  pointer that preserves git-blame continuity + avoids broken links from other docs
  that reference it.

Class references verified by reading:
  src/ZB.MOM.WW.OtOpcUa.Server/Redundancy/{RedundancyCoordinator, ServiceLevelCalculator,
      ApplyLeaseRegistry, RedundancyStatePublisher}.cs
  src/ZB.MOM.WW.OtOpcUa.Core/Authorization/{PermissionTrie, PermissionTrieBuilder,
      PermissionTrieCache, TriePermissionEvaluator, AuthorizationGate}.cs
  src/ZB.MOM.WW.OtOpcUa.Server/Security/{AuthorizationGate, LdapUserAuthenticator}.cs
  src/ZB.MOM.WW.OtOpcUa.Admin/{Program.cs, Services/AdminRoles.cs,
      Services/RedundancyMetrics.cs, Hubs/FleetStatusPoller.cs}
  src/ZB.MOM.WW.OtOpcUa.Server/Program.cs + appsettings.json
  src/ZB.MOM.WW.OtOpcUa.Driver.Galaxy.Host/{Program.cs, Ipc/PipeServer.cs}
  src/ZB.MOM.WW.OtOpcUa.Configuration/Entities/{ClusterNode, NodeAcl,
      LdapGroupRoleMapping}.cs
  src/ZB.MOM.WW.OtOpcUa.Analyzers/UnwrappedCapabilityCallAnalyzer.cs

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-20 01:34:25 -04:00
..
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
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
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
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

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 → CapabilityInvokerIReadable/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: