Files
lmxopcua/docs/Redundancy.md
Joseph Doherty 3c3fef911c docs: v2 updates to Redundancy, ServiceHosting, security, README (Task 64)
- Redundancy.md: full rewrite — Akka-leader-driven ServiceLevel replaces
  operator-managed RedundancyRole. Documents the 5-tier ServiceLevelCalculator,
  RedundancyStateActor cluster singleton, and the DPS data flow.

- ServiceHosting.md: full rewrite — single fused OtOpcUa.Host binary with
  OTOPCUA_ROLES env gating. Documents the conditional DI graph and the new
  health endpoints (/health/ready, /health/active, /healthz).

- security.md: v2 banner at top covering path/project renames + new JWT bearer
  + DataProtection persisted to ConfigDb. Body unchanged because the 4-concern
  security model is unchanged in v2; full per-section rewrite waits for F15
  (Admin pages migration) since security.md references many pages that move.

- README.md: platform overview updated to v2 (fused Host + role gating).
2026-05-26 06:38:55 -04:00

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5.1 KiB
Markdown

# 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 see both endpoints via the standard `ServerUriArray` and pick one based on the `ServiceLevel` byte that each server publishes.
> **v2 change.** v1's operator-managed `ClusterNode.RedundancyRole` column + `RedundancyCoordinator` / `ApplyLeaseRegistry` / `PeerHttpProbeLoop` are gone. Primary/secondary is now derived from **Akka cluster role-leader** for the `driver` role. The operator no longer writes a role into the DB; cluster topology + health drive ServiceLevel automatically.
The runtime pieces live in:
| Component | Project | Role |
|---|---|---|
| `ServiceLevelCalculator` | `OtOpcUa.ControlPlane.Redundancy` | Pure function `(NodeHealthInputs) → byte`. No side effects. |
| `RedundancyStateActor` | `OtOpcUa.ControlPlane.Redundancy` | Admin-role cluster singleton; subscribes to cluster topology events, debounces 250ms, broadcasts `RedundancyStateChanged` on the `redundancy-state` DPS topic. |
| `DbHealthProbeActor` | `OtOpcUa.Runtime.Health` | Per-node; runs `SELECT 1` against ConfigDb every 5s. Read by health endpoint + redundancy calc. |
| `PeerOpcUaProbeActor` | `OtOpcUa.Runtime.Health` | Per-node; pings peer `opc.tcp://peer:4840` (real probe call is staged for follow-up F12). |
| `ClusterRoleInfo` | `OtOpcUa.Cluster` | Live view of cluster membership + role-leader; exposes `IClusterRoleInfo` to the rest of the host. |
## ServiceLevel tiers (Part 5 §6.5)
`ServiceLevelCalculator.Compute(NodeHealthInputs)` returns a byte in 0..255 by tier:
| Tier | Byte | Condition |
|---|---|---|
| Down | 0 | Member status is not `Up` or `Joining` (leaving, removed, exiting). |
| Critically degraded | 100 | ConfigDb unreachable AND data is stale. |
| Stale | 200 | Data stale but ConfigDb reachable. |
| Healthy follower | 240 | DB ok + OPC UA probe ok + not stale. |
| Healthy leader | 250 | Healthy + this node is the `driver` role-leader. |
Drivers write their computed byte into the OPC UA `ServiceLevel` Variable on each refresh. Clients with the standard redundancy heuristic ("pick the highest ServiceLevel") therefore prefer the role-leader and fall back to followers on its degradation.
## Data flow
```
Cluster topology event ──┐
DB health probe ─────────┤
OPC UA peer probe ───────┤
RedundancyStateActor (admin singleton)
│ debounce 250ms
DPS topic "redundancy-state"
Driver nodes' OpcUaPublishActor
ServiceLevelCalculator → byte
OPC UA ServiceLevel Variable
```
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, no `ClusterNode.RedundancyRole`, no `ServiceLevelBase`. NodeId is derived as `host:port` of the cluster `PublicHostname` (see `ClusterRoleInfo.LocalNode` for the formula).
## Split-brain
`akka.conf` configures Akka's split-brain resolver with `active-strategy = keep-oldest`, `stable-after = 15s`, and `failure-detector.threshold = 10.0`. Under a clean partition: the oldest member stays up + the smaller (or younger) side downs itself within ~15 seconds. The `RedundancyStateActor` on the surviving partition re-computes from the post-partition `Cluster.State`.
There is no operator-driven role swap during a partition. Failover is what the cluster does automatically.
## 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).
## 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.