Files
lmxopcua/docs/OpcUaServer.md
T
Joseph Doherty cbb882293b refactor(drivers): delete the inert driver-tier recycle machinery (#522)
The tier system was documented, operator-authorable, and inert. Deleted rather than activated,
because its premise is gone rather than merely unused.

"Tier C" meant a driver running out-of-process behind an IDriverSupervisor that could restart its
Host without tearing down the OPC UA session. No such process exists anywhere: Galaxy reaches
MXAccess over gRPC to the external mxaccessgw sidecar (PR 7.2 retired the in-process
Galaxy.Host/Proxy/Shared projects) and FOCAS has run in-process since its managed wire client
landed 2026-04-24. Consistently, IDriverSupervisor had ZERO implementations and there was nothing
for one to implement against.

The issue understated the inertness. It says the Tier-C-only protections never engaged, implying
the Tier A/B parts did. They did not: nothing constructs MemoryTracking, MemoryRecycle or
ScheduledRecycleScheduler outside their own unit tests, so the whole Core/Stability recycle layer
was dead — meaning option (a), "pass real tiers", was never a flag flip. It would have meant
writing the wiring that never existed AND arming it.

Deleted: MemoryTracking, MemoryRecycle, ScheduledRecycleScheduler, IDriverSupervisor, the
vestigial DriverTypeRegistry (referenced only by its own tests), and the RecycleIntervalSeconds
knob — which the AdminUI let an operator author and the parser validated while it configured
nothing.

DriverTier itself SURVIVES and is load-bearing: DriverResilienceOptions.GetTierDefaults supplies
the real per-capability timeout/retry/breaker policies via DriverFactoryRegistry.GetTier and
DriverCapabilityInvokerFactory. Only the isolation-and-recycle layer above it is gone.

Deliberately NOT deleted:

- WedgeDetector came along in the same directory and is equally dead in production, but it is
  tier-agnostic and is not recycle machinery — it only shares the folder. Restored rather than
  swept up in a decision that was not about it.
- IDriver.GetMemoryFootprint() and FlushOptionalCachesAsync() lose their only consumer here.
  Removing them touches all 12 drivers and every test stub, so they are documented as
  consumerless and filed as #525 instead of buried in this diff.

Compatibility: a deployed ResilienceConfig blob still carrying "recycleIntervalSeconds" parses
cleanly (unknown keys are ignored — guarded by a new test, because a blob that suddenly failed to
parse would fall back to tier defaults and silently discard the operator's real overrides), and
the AdminUI's preserve-unknown-keys bag keeps the key rather than rewriting stored config on an
unrelated edit.

The 01/U-6 knob-inertness guard carried an explicit carve-out admitting RecycleIntervalSeconds was
dormant and out of scope; that carve-out is now gone, so the expected set is literally what the
test's name claims.

Note: Host.IntegrationTests has 2 failures (DriverProbeRegistrationTests.is_idempotent,
PrimaryGateFailoverTests) — verified pre-existing by reproducing both on clean master dc9d947b.

Claude-Session: https://claude.ai/code/session_015p7wGqy3YpZNCpDzTpGMKo
2026-07-30 04:44:04 -04:00

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# OPC UA Server
> ⚠️ **Correction (2026-07-28): `GenericDriverNodeManager` is NOT a production dispatch path.** It is test
> scaffolding — its own source says so (`Core/OpcUa/GenericDriverNodeManager.cs:71`, "verified 07/#10: zero
> production references"). The production chain is `OpcUaPublishActor` → `IOpcUaAddressSpaceSink`
> (`SdkAddressSpaceSink`) → `OtOpcUaNodeManager`, materialising the **two v3 namespaces** (`.../raw` and
> `.../uns`). Sections below that describe per-node dispatch, rediscovery re-walks, or alarm-sink capture
> *through that class* describe a design, not the running server. The same correction is already carried by
> `AddressSpace.md` and `IncrementalSync.md`; this file was missed in that pass.
The OPC UA server component (`src/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer/`) hosts the OPC UA stack and exposes a browsable address space built from the registered drivers. The server itself is driver-agnostic — Galaxy/MXAccess, Modbus, S7, AB CIP, AB Legacy, TwinCAT, FOCAS, and OPC UA Client are all plugged in as `IDriver` implementations via the capability interfaces in `src/Core/ZB.MOM.WW.OtOpcUa.Core.Abstractions/`.
In v2 the Server and Admin processes were fused into a single role-gated `ZB.MOM.WW.OtOpcUa.Host` binary. Which subsystems start (OPC UA endpoint, Admin UI, control plane, driver runtime) is decided by the `OTOPCUA_ROLES` gate, not by running separate executables. See `docs/ServiceHosting.md` for the role model.
## Composition
`OtOpcUaSdkServer` (`src/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer/OtOpcUaSdkServer.cs`) subclasses the OPC Foundation `StandardServer` and wires a single custom node manager:
- `CreateMasterNodeManager` constructs one `OtOpcUaNodeManager` (`src/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer/OtOpcUaNodeManager.cs`) — a `CustomNodeManager2` subclass that owns the writable address space under the namespace `https://zb.com/otopcua/ns` and a single `OtOpcUa` root folder organized under the standard `Objects` folder. It is wrapped in a `MasterNodeManager` with no additional core managers.
- `OtOpcUaSdkServer.NodeManager` exposes the live node manager after `StartAsync`, so the hosting layer can wrap it in a `SdkAddressSpaceSink` (`src/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer/SdkAddressSpaceSink.cs`) and hand it to `OpcUaPublishActor`.
Address-space population is push-driven: drivers stream discovery and data-change events through the Akka actor system (`DriverInstanceActor``OpcUaPublishActor`), and `OpcUaPublishActor` writes them into the node manager through the `IOpcUaAddressSpaceSink` seam. `OtOpcUaNodeManager.EnsureFolder` / `EnsureVariable` materialize the UNS folder + variable hierarchy; `WriteValue` / `WriteAlarmCondition` push runtime values and fire `ClearChangeMasks` so subscribed clients see updates.
The driver-agnostic walk that turns a driver's discovery into folder/variable calls lives in `GenericDriverNodeManager` (`src/Core/ZB.MOM.WW.OtOpcUa.Core/OpcUa/GenericDriverNodeManager.cs`): it walks `ITagDiscovery.DiscoverAsync` into an `IAddressSpaceBuilder`, captures alarm-condition sinks for variables flagged via `IVariableHandle.MarkAsAlarmCondition`, subscribes to `IAlarmSource.OnAlarmEvent`, and routes each alarm transition to the sink registered for its `SourceNodeId`.
The lifecycle facade `OpcUaApplicationHost` (`src/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer/OpcUaApplicationHost.cs`) owns the `ApplicationInstance` + `ApplicationConfiguration` lifetime, starts the `StandardServer`, and attaches the `ImpersonateUser` hook (see Session impersonation).
## Resilience and capability dispatch
Driver-capability calls (`IReadable.ReadAsync`, `IWritable.WriteAsync`, `ITagDiscovery.DiscoverAsync`, `ISubscribable.SubscribeAsync/UnsubscribeAsync`, the `IHostConnectivityProbe` probe loop, `IAlarmSource` surfaces, and the four `IHistoryProvider` reads) are routed through a `CapabilityInvoker` (`src/Core/ZB.MOM.WW.OtOpcUa.Core/Resilience/CapabilityInvoker.cs`) so the Polly resilience pipeline (retry / timeout / breaker) applies. There is one invoker per `(DriverInstance, IDriver)` pair; all invokers share the process-singleton `DriverResiliencePipelineBuilder`, which keys pipelines on `(DriverInstanceId, hostName, DriverCapability)`. Per-instance resilience options come from the driver's tier — the `DriverTier` passed at factory registration, resolved via `DriverFactoryRegistry.GetTier` (every driver is Tier A today, since no factory passes one) — plus per-instance JSON overrides parsed from `DriverInstance.ResilienceConfig` by `DriverResilienceOptionsParser`. (It was never `DriverTypeRegistry`; that class was vestigial and was deleted in Gitea #522.)
The `OTOPCUA0001` Roslyn analyzer (`src/Tooling/ZB.MOM.WW.OtOpcUa.Analyzers/UnwrappedCapabilityCallAnalyzer.cs`, category `OtOpcUa.Resilience`, severity Warning) flags direct driver-capability calls that bypass the invoker.
| Capability | Surface | Invoker entry point |
|---|---|---|
| Read | `IReadable.ReadAsync` | `ExecuteAsync(DriverCapability.Read, host, …)` |
| Write | `IWritable.WriteAsync` | `ExecuteWriteAsync(host, isIdempotent, …)` — disables retries for non-idempotent writes per `WriteIdempotentAttribute` / decisions #44-45, #143 |
| Discovery | `ITagDiscovery.DiscoverAsync` | `ExecuteAsync(DriverCapability.Discover, host, …)` |
| Subscribe / Unsubscribe | `ISubscribable.SubscribeAsync/UnsubscribeAsync` | `ExecuteAsync(DriverCapability.Subscribe, host, …)` |
| HistoryRead (raw / processed / at-time / events) | `IHistoryProvider.*Async` | `ExecuteAsync(DriverCapability.HistoryRead, host, …)` |
| Alarm subscribe / unsubscribe / acknowledge | `IAlarmSource.SubscribeAlarmsAsync/UnsubscribeAlarmsAsync/AcknowledgeAsync` | via `AlarmSurfaceInvoker` (`src/Core/ZB.MOM.WW.OtOpcUa.Core/Resilience/AlarmSurfaceInvoker.cs`), which fans out per host |
The host name fed to the invoker comes from `IPerCallHostResolver.ResolveHost(fullReference)` when the driver implements it (multi-host drivers: AB CIP, Modbus, FOCAS, TwinCAT, AB Legacy resolve per device). Single-host drivers fall back to `DriverInstanceId`, preserving the per-instance pipeline-key semantics (decision #144).
## Configuration
Tenant-scoped server wiring flows from the SQL Server **Config DB**, not from `appsettings.json`: `ServerInstance` + `DriverInstance` + `Tag` + `NodeAcl` rows are published as a *generation* by `sp_PublishGeneration` and loaded into the running process by the generation applier. The Admin UI (Blazor Server, `docs/v2/admin-ui.md`) is the operator surface — drafts accumulate edits and `sp_ComputeGenerationDiff` drives the DiffViewer preview before publish. Optimistic concurrency uses each entity's `RowVersion`; a stale edit fails the publish/save rather than silently overwriting. See `docs/v2/config-db-schema.md` for the schema.
Environmental knobs that aren't per-tenant — bind address, port, PKI store root, security profiles — are supplied to `OpcUaApplicationHostOptions` and resolved from `appsettings.json` on the Host project.
## Transport
The server binds a TCP endpoint at `opc.tcp://{PublicHostname}:{OpcUaPort}/OtOpcUa` (defaults `0.0.0.0:4840`). The `ApplicationConfiguration` is built programmatically in `OpcUaApplicationHost.BuildConfigurationAsync` — there are no UA XML files unless `ApplicationConfigPath` is set. Security profiles are listed in `OpcUaApplicationHostOptions.EnabledSecurityProfiles`; by default all three baseline profiles are exposed (`None`, `Basic256Sha256` + Sign, `Basic256Sha256` + SignAndEncrypt) and the SDK publishes one endpoint descriptor per profile. Production deployments typically drop `None`. User token policies (`Anonymous`, `UserName`) are always attached; the `UserName` policy is SDK-encrypted with the server certificate so it works on `None` endpoints too. See `docs/security.md` for hardening.
## Session impersonation
`OpcUaApplicationHost` subscribes to `SessionManager.ImpersonateUser` after `ApplicationInstance.Start`. The handler (`HandleImpersonation`) deals with the token types as follows:
- `UserNameIdentityToken` → the password is decrypted, then `IOpcUaUserAuthenticator.AuthenticateUserNameAsync` validates the credential (`LdapOpcUaUserAuthenticator` in production, a stub in tests). On success a `UserIdentity` carrying the token is attached and the LDAP-derived roles are logged; on failure `ImpersonateEventArgs.IdentityValidationError` is set to `BadIdentityTokenRejected`.
- `AnonymousIdentityToken` and X.509 tokens → the handler returns without intervening, so the SDK's default validation stands.
Decryption failures and authenticator exceptions also map to `BadIdentityTokenRejected`.
## Authorization
Node-level authorization is backed by a permission trie under `src/Core/ZB.MOM.WW.OtOpcUa.Core/Authorization/` (`PermissionTrie`, `PermissionTrieBuilder`, `PermissionTrieCache`, `TriePermissionEvaluator`, `NodeScope`, `UserAuthorizationState`, `AuthorizationDecision`). The trie is built from `NodeAcl` rows and a session's `UserAuthorizationState`, and an `IPermissionEvaluator` can return a per-tag `AuthorizationDecision` for Read / HistoryRead / Write / Browse independently. See `docs/v2/acl-design.md`.
## Redundancy
`Redundancy.Enabled = true` on the `ServerInstance` activates the `RedundancyStateActor` + `ServiceLevelCalculator` (`src/Server/ZB.MOM.WW.OtOpcUa.ControlPlane/Redundancy/`). The OPC UA `Server/ServiceLevel` node (`VariableIds.Server_ServiceLevel`) is recomputed and republished via `SdkServiceLevelPublisher` (`src/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer/SdkServiceLevelPublisher.cs`, wired as `IServiceLevelPublisher`) whenever role or driver-health changes; `ServiceLevelCalculator` produces a 0255 value where higher means more authoritative, so the primary advertises a higher ServiceLevel than the secondary. Clients also read the standard `Server/ServerRedundancy/RedundancySupport` and `Server/ServerRedundancy/ServerUriArray` properties the SDK exposes on the ServerObject. An apply-lease prevents two instances from concurrently applying a generation. See `docs/Redundancy.md`.
Peer endpoints are advertised through the standard `Server.ServerArray` property: `OpcUaApplicationHost` appends `OpcUaApplicationHostOptions.PeerApplicationUris` to `IServerInternal.ServerUris` after start so warm-redundancy clients can discover the partner.
## Server class hierarchy
### OtOpcUaSdkServer extends StandardServer
- **`CreateMasterNodeManager`** — Constructs the single `OtOpcUaNodeManager` and wraps it in a `MasterNodeManager` with no extra core managers.
- **`NodeManager`** — Public accessor exposing the live `OtOpcUaNodeManager` once the SDK has bootstrapped (null until `CreateMasterNodeManager` runs).
`ApplicationName`, `ApplicationUri` (`urn:OtOpcUa`), and `ProductUri` (`https://zb.com/otopcua`) come from `OpcUaApplicationHostOptions`, which the `ApplicationConfiguration` is built from in `OpcUaApplicationHost`.
## Certificate handling
Certificate stores are directory-based under `OpcUaApplicationHostOptions.PkiStoreRoot` (default `pki`, relative to the host's working directory):
| Store | Path suffix |
|---|---|
| Own (application certificate) | `pki/own` |
| Trusted issuers | `pki/issuer` |
| Trusted peers | `pki/trusted` |
| Rejected | `pki/rejected` |
`OpcUaApplicationHostOptions.AutoAcceptUntrustedClientCertificates` (default `false`) controls whether unknown client certificates are auto-trusted on first connection; production deployments leave it off and operators promote peers via the Admin UI. The application instance certificate is auto-created (SDK defaults: 2048-bit, 12-month lifetime) on first start against a fresh PKI tree, and the server certificate is always created — even for `None`-only deployments — because `UserName` token encryption needs it.
## Key source files
- `src/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer/OtOpcUaSdkServer.cs``StandardServer` subclass wiring the single node manager
- `src/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer/OpcUaApplicationHost.cs` — programmatic `ApplicationConfiguration` + lifecycle + `ImpersonateUser` hook + ServerArray population
- `src/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer/OtOpcUaNodeManager.cs``CustomNodeManager2` owning the writable address space
- `src/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer/SdkAddressSpaceSink.cs``IOpcUaAddressSpaceSink` adapter the actor system pushes into
- `src/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer/SdkServiceLevelPublisher.cs` — publishes the redundancy `ServiceLevel` node
- `src/Core/ZB.MOM.WW.OtOpcUa.Core/OpcUa/GenericDriverNodeManager.cs` — driver-agnostic discovery walk + alarm routing
- `src/Core/ZB.MOM.WW.OtOpcUa.Core/Hosting/DriverHost.cs` — process-local driver registration + lifecycle
- `src/Core/ZB.MOM.WW.OtOpcUa.Core/Resilience/CapabilityInvoker.cs` — Polly pipeline entry point for capability calls
- `src/Core/ZB.MOM.WW.OtOpcUa.Core/Resilience/AlarmSurfaceInvoker.cs` — per-host fan-out wrapper for `IAlarmSource`
- `src/Core/ZB.MOM.WW.OtOpcUa.Core/Authorization/` — permission trie + evaluator (`PermissionTrie`, `PermissionTrieCache`, `TriePermissionEvaluator`)