Files
lmxopcua/docs
Joseph Doherty 006af51768 docs: post-PR-7.2 cleanup — audit + three-track scrub
Audit (three parallel agent passes) found 43 markdown files carrying
stale references to the deleted Galaxy.Host/Proxy/Shared projects
after the v2-mxgw merge. This commit lands the prioritized fixes.

Track 1 — high-traffic in-place rewrites (3 files, ~454 lines deleted)
- README.md (202 → 91 lines): drops .NET 4.8 / x86 / TopShelf install
  text; leads with the multi-driver .NET 10 server identity and points
  at scripts/install/Install-Services.ps1 and the parity rig.
- docs/v2/driver-specs.md §1 Galaxy (~289 → ~66 lines): replaces the
  Tier-C out-of-process spec with a Tier-A in-process description
  matching the current GalaxyDriver code, with the four-section
  GalaxyDriverOptions JSON shape pulled verbatim from
  Config/GalaxyDriverOptions.cs.
- docs/drivers/Galaxy.md (211 → 92 lines): full rewrite around the
  current Browse/Runtime/Health/Config sub-folders.

Track 2 — historical banners (5 files)
- lmx_mxgw.md, lmx_mxgw_impl.md, lmx_backend.md,
  docs/v2/Galaxy.ParityMatrix.md,
  docs/v2/implementation/phase-2-galaxy-out-of-process.md each get a
  " Completed 2026-04-30 — historical record" banner block. lmx_mxgw.md
  also fixes two dead links (`docs/Galaxy.Driver.md` and
  `docs/v2/Galaxy.Driver.md`) → `docs/drivers/Galaxy.md`.

Track 3 — v1 archive sweep (10 git mv + 1 new index + 2 in-place scrubs)
- Moved 10 v1 docs under docs/v1/ preserving subpath structure:
  AlarmTracking, Configuration, DataTypeMapping, HistoricalDataAccess,
  Subscriptions (top-level); drivers/Galaxy-Repository,
  drivers/Galaxy-Test-Fixture; reqs/GalaxyRepositoryReqs,
  reqs/MxAccessClientReqs, reqs/ServiceHostReqs.
- New docs/v1/README.md is the shared archive banner + per-file table.
- docs/README.md repointed to the v1 paths and updated to reflect the
  v2 two-process deploy shape (Server + Admin + optional
  OtOpcUaWonderwareHistorian).
- docs/v2/Galaxy.ParityRig.md got a historical banner + four inline
  scrubs marking the OtOpcUaGalaxyHost service / Driver.Galaxy.Host
  EXE / Driver.Galaxy.ParityTests project as deleted-in-PR-7.2.

The repo's live-reading surface (README + CLAUDE.md + docs/v2/) now
describes only the post-PR-7.2 architecture. v1 docs are preserved as
a labelled archive under docs/v1/.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-30 08:59:59 -04:00
..
Client rename residuals: lmxopcua-cli → otopcua-cli + LmxOpcUaClient → OtOpcUaClient with migration shim. Closes task #208 (the executable-name + LocalAppData-folder slice that was called out in Client.CLI.md / Client.UI.md as a deliberately-deferred residual of the Phase 0 rename). Six source references flipped to the canonical OtOpcUaClient spelling: Program.cs CliFx executable name + description (lmxopcua-cli → otopcua-cli), DefaultApplicationConfigurationFactory.cs ApplicationName + ApplicationUri (LmxOpcUaClient + urn:localhost:LmxOpcUaClient → OtOpcUaClient + urn:localhost:OtOpcUaClient), OpcUaClientService.CreateSessionAsync session-name arg, ConnectionSettings.CertificateStorePath default, MainWindowViewModel.CertificateStorePath default, JsonSettingsService.SettingsDir. Two consuming tests (ConnectionSettingsTests + MainWindowViewModelTests) updated to assert the new canonical name. New ClientStoragePaths static helper at src/ZB.MOM.WW.OtOpcUa.Client.Shared/ClientStoragePaths.cs is the migration shim — single entry point for the PKI root + pki subpath, runs a one-shot legacy-folder probe on first resolution: if {LocalAppData}/LmxOpcUaClient/ exists + {LocalAppData}/OtOpcUaClient/ does not, Directory.Move renames it in place (atomic on NTFS within the same volume) so trusted server certs + saved connection settings persist across the rename without operator action. Idempotent per-process via a Lock-guarded _migrationChecked flag so repeated CertificateStorePath getter calls on the hot path pay no IO cost beyond the first. Fresh-install path (neither folder exists) + already-migrated path (only canonical exists) + manual-override path (both exist — developer has set up something explicit) are all no-ops that leave state alone. IOException on the Directory.Move is swallowed + logged as a false return so a concurrent peer process losing the race doesn't crash the consumer; the losing process falls back to whatever state exists. Five new ClientStoragePathsTests assert: GetRoot ends with canonical name under LocalAppData, GetPkiPath nests pki under root, CanonicalFolderName is OtOpcUaClient, LegacyFolderName is LmxOpcUaClient (the migration contract — a typo here would leak the legacy folder past the shim), repeat invocation returns false after first-touch arms the in-process guard. Doc-side residual-explanation notes in docs/Client.CLI.md + docs/Client.UI.md are dropped now that the rename is real; replaced with a short "pre-#208 dev boxes migrate automatically on first launch" note that points at ClientStoragePaths. Sample CLI invocations in Client.CLI.md updated via sed from lmxopcua-cli to otopcua-cli across every command block (14 replacements). Pre-existing staleness in SubscribeCommandTests.Execute_PrintsSubscriptionMessage surfaced during the test run — the CLI's subscribe command has long since switched to an aggregate "Subscribed to {count}/{total} nodes (interval: ...)" output format but the test still asserted the original single-node form. Updated the assertion to match current output + added a comment explaining the change; this is unrelated to the rename but was blocking a green Client.CLI.Tests run. Full solution build 0 errors; Client.Shared.Tests 136/136 + 5 new shim tests passing; Client.UI.Tests 98/98; Client.CLI.Tests 52/52 (was 51/52 before the subscribe-test fix). No Admin/Core/Server changes — this touches only the client layer.
2026-04-20 01:50:40 -04:00
Client rename residuals: lmxopcua-cli → otopcua-cli + LmxOpcUaClient → OtOpcUaClient with migration shim. Closes task #208 (the executable-name + LocalAppData-folder slice that was called out in Client.CLI.md / Client.UI.md as a deliberately-deferred residual of the Phase 0 rename). Six source references flipped to the canonical OtOpcUaClient spelling: Program.cs CliFx executable name + description (lmxopcua-cli → otopcua-cli), DefaultApplicationConfigurationFactory.cs ApplicationName + ApplicationUri (LmxOpcUaClient + urn:localhost:LmxOpcUaClient → OtOpcUaClient + urn:localhost:OtOpcUaClient), OpcUaClientService.CreateSessionAsync session-name arg, ConnectionSettings.CertificateStorePath default, MainWindowViewModel.CertificateStorePath default, JsonSettingsService.SettingsDir. Two consuming tests (ConnectionSettingsTests + MainWindowViewModelTests) updated to assert the new canonical name. New ClientStoragePaths static helper at src/ZB.MOM.WW.OtOpcUa.Client.Shared/ClientStoragePaths.cs is the migration shim — single entry point for the PKI root + pki subpath, runs a one-shot legacy-folder probe on first resolution: if {LocalAppData}/LmxOpcUaClient/ exists + {LocalAppData}/OtOpcUaClient/ does not, Directory.Move renames it in place (atomic on NTFS within the same volume) so trusted server certs + saved connection settings persist across the rename without operator action. Idempotent per-process via a Lock-guarded _migrationChecked flag so repeated CertificateStorePath getter calls on the hot path pay no IO cost beyond the first. Fresh-install path (neither folder exists) + already-migrated path (only canonical exists) + manual-override path (both exist — developer has set up something explicit) are all no-ops that leave state alone. IOException on the Directory.Move is swallowed + logged as a false return so a concurrent peer process losing the race doesn't crash the consumer; the losing process falls back to whatever state exists. Five new ClientStoragePathsTests assert: GetRoot ends with canonical name under LocalAppData, GetPkiPath nests pki under root, CanonicalFolderName is OtOpcUaClient, LegacyFolderName is LmxOpcUaClient (the migration contract — a typo here would leak the legacy folder past the shim), repeat invocation returns false after first-touch arms the in-process guard. Doc-side residual-explanation notes in docs/Client.CLI.md + docs/Client.UI.md are dropped now that the rename is real; replaced with a short "pre-#208 dev boxes migrate automatically on first launch" note that points at ClientStoragePaths. Sample CLI invocations in Client.CLI.md updated via sed from lmxopcua-cli to otopcua-cli across every command block (14 replacements). Pre-existing staleness in SubscribeCommandTests.Execute_PrintsSubscriptionMessage surfaced during the test run — the CLI's subscribe command has long since switched to an aggregate "Subscribed to {count}/{total} nodes (interval: ...)" output format but the test still asserted the original single-node form. Updated the assertion to match current output + added a comment explaining the change; this is unrelated to the rename but was blocking a green Client.CLI.Tests run. Full solution build 0 errors; Client.Shared.Tests 136/136 + 5 new shim tests passing; Client.UI.Tests 98/98; Client.CLI.Tests 52/52 (was 51/52 before the subscribe-test fix). No Admin/Core/Server changes — this touches only the client layer.
2026-04-20 01:50:40 -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, AnyCPU). Hosts every driver in-process. The Galaxy driver reaches MXAccess via gRPC to a separately-installed mxaccessgw sidecar (sibling repo); it is no longer hosted from this repo.
  • 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.

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 (v1 archive)
AlarmTracking.md IAlarmSource + AlarmSurfaceInvoker + OPC UA alarm conditions (v1 archive)
DataTypeMapping.md Per-driver DriverAttributeInfo → OPC UA variable types (v1 archive — live mapping is in src/ZB.MOM.WW.OtOpcUa.Driver.Galaxy/Browse/DataTypeMap.cs)
IncrementalSync.md Address-space rebuild on redeploy + sp_ComputeGenerationDiff
HistoricalDataAccess.md IHistoryProvider as a per-driver optional capability (v1 archive)
VirtualTags.md Core.Scripting + Core.VirtualTags — Roslyn script sandbox, engine, dispatch alongside driver tags
ScriptedAlarms.md Core.ScriptedAlarms — script-predicate IAlarmSource + Part 9 state machine

Two Core subsystems are shipped without a dedicated top-level doc; see the section in the linked doc:

Project See
Core.AlarmHistorian AlarmTracking.md § Alarm historian sink (v1 archive)
Analyzers (Roslyn OTOPCUA0001) security.md § OTOPCUA0001 Analyzer

Drivers

Doc Covers
drivers/README.md Index of the eight shipped drivers + capability matrix
drivers/Galaxy.md Galaxy driver — in-process gRPC client to the mxaccessgw sidecar
v1/drivers/Galaxy-Repository.md Galaxy-specific discovery via the ZB SQL database (v1 archive — the gateway owns this path now)

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 (v1 archive — OTOPCUA_GALAXY_* env vars now live in mxaccessgw config)
security.md Transport security profiles, LDAP auth, ACL trie, role grants, OTOPCUA0001 analyzer
Redundancy.md RedundancyCoordinator, ServiceLevelCalculator, apply-lease, Prometheus metrics
ServiceHosting.md Two-process deploy (Server + Admin) install/uninstall, plus the optional OtOpcUaWonderwareHistorian sidecar
StatusDashboard.md Pointer — superseded by v2/admin-ui.md

Client tooling

Doc Covers
Client.CLI.md otopcua-cli — OPC UA command-line client
Client.UI.md Avalonia desktop client
DriverClis.md Driver test-client CLIs — index + shared commands
Driver.Modbus.Cli.md otopcua-modbus-cli — Modbus-TCP
Driver.AbCip.Cli.md otopcua-abcip-cli — ControlLogix / CompactLogix / Micro800 / GuardLogix
Driver.AbLegacy.Cli.md otopcua-ablegacy-cli — SLC / MicroLogix / PLC-5 (PCCC)
Driver.S7.Cli.md otopcua-s7-cli — Siemens S7-300 / S7-400 / S7-1200 / S7-1500
Driver.TwinCAT.Cli.md otopcua-twincat-cli — Beckhoff TwinCAT 2/3 ADS
Driver.FOCAS.Cli.md otopcua-focas-cli — Fanuc FOCAS/2 CNC

Requirements

Doc Covers
reqs/HighLevelReqs.md HLRs — numbered system-level requirements
reqs/OpcUaServerReqs.md OPC UA server-layer reqs
v1/reqs/ServiceHostReqs.md Per-process hosting reqs (v1 archive — only OtOpcUa server hosting remains in scope post-PR-7.2)
reqs/ClientRequirements.md Client CLI + UI reqs
v1/reqs/GalaxyRepositoryReqs.md Galaxy-scoped repository reqs (v1 archive — owned by mxaccessgw today)
v1/reqs/MxAccessClientReqs.md Galaxy-scoped MXAccess reqs (v1 archive — owned by mxaccessgw today)
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:

v1 archive

The v1 in-process MXAccess architecture (Galaxy.Host + Galaxy.Proxy + Galaxy.Shared, .NET 4.8 x86 COM, the OtOpcUaGalaxyHost Windows service) was retired in PR 7.2 (2026-04-30, commit ae7106d). Docs that described that shape are kept under v1/ as historical record — see v1/README.md for the index.