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lmxopcua/docs/drivers/README.md
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Joseph Doherty 2124f21ab6
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docs(historian-gateway): document gateway backend, config keys, EnsureTags hook, known gates; retire Wonderware from docs
HistorianGateway is now the sole historian backend (read + alarm SendEvent +
continuous WriteLiveValues). Document the final state and retire the Wonderware
sidecar from the docs/config/labels:

- CLAUDE.md: rewrite the Historian section — ServerHistorian /
  ContinuousHistorization / AlarmHistorian config keys, the IHistorianProvisioning
  EnsureTags hook, the GatewayAlarmHistorianWriter SendEvent path + ReadEvents
  dependency on gateway RuntimeDb:EventReadsEnabled=true, gateway-side
  prerequisites (RuntimeDb flags + historian:read/write/tags:write scopes),
  migration note, and two KNOWN-LIMITATION callouts (live-validation gate +
  empty historized-ref-set recorder follow-on).
- appsettings.json: fix the stale ServerHistorian block (Host/Port/SharedSecret/
  ServerCertThumbprint -> Endpoint/ApiKey/UseTls/AllowUntrustedServerCertificate/
  CaCertificatePath/CallTimeout, keep MaxTieClusterOverfetch); add a disabled
  ContinuousHistorization block; prune the orphaned Wonderware keys from
  AlarmHistorian (keep the SQLite knobs). ApiKey env-supplied via
  ServerHistorian__ApiKey (commented; valid strict JSON via _comment keys).
- README.md + docs (Historian.md, AlarmHistorian.md, Configuration.md,
  ServiceHosting.md, DriverLifecycle.md, drivers/README.md, Uns.md, VirtualTags.md,
  AlarmTracking.md, Client.UI.md, README.md, TestConnectProbes.md): retire the
  Wonderware historian backend from current-backend descriptions; fix the stale
  ServerHistorian/AlarmHistorian config tables (now gateway shape); convert
  drivers/Historian.Wonderware.md to a retired stub pointing at the gateway.
- Source/UI labels (descriptive text only, no behavior change):
  OtOpcUaServerHostedService.cs, HistoryPaging.cs, OtOpcUaSdkServer.cs,
  HistorianAdapterActor.cs, VirtualTagModal.razor, ScriptedAlarmModal.razor,
  AlarmsHistorian.razor now name the HistorianGateway backend.

Build clean (0 errors); AdminUI.Tests green (514 passed).

Claude-Session: https://claude.ai/code/session_012SDSQ3AcaXqPcBtDESBRii
2026-06-26 19:46:27 -04:00

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Drivers

OtOpcUa is a multi-driver OPC UA server. The Core (ZB.MOM.WW.OtOpcUa.Core + Core.Abstractions + Server) owns the OPC UA stack, address space, session/security/subscription machinery, resilience pipeline, and namespace kinds (Equipment + SystemPlatform). Drivers plug in through capability interfaces defined in src/Core/ZB.MOM.WW.OtOpcUa.Core.Abstractions/:

  • IDriver — lifecycle (InitializeAsync, ReinitializeAsync, ShutdownAsync, GetHealth)
  • IReadable / IWritable — one-shot reads and writes
  • ITagDiscovery — address-space enumeration
  • ISubscribable — driver-pushed data-change streams
  • IHostConnectivityProbe — per-host reachability events
  • IPerCallHostResolver — multi-host drivers that route each call to a target endpoint at dispatch time
  • IAlarmSource — driver-emitted OPC UA A&C events
  • IHistoryProvider — driver-side raw / processed / at-time / events HistoryRead (see HistoricalDataAccess.md)
  • IRediscoverable — driver-initiated address-space rebuild notifications
  • IHistorianDataSource — server-side historian read backend registration (the HistorianGateway backend), distinct from the driver-side IHistoryProvider HistoryRead path

Each driver opts into only the capabilities it supports. Every async capability call at the Server dispatch layer goes through CapabilityInvoker (Core/Resilience/CapabilityInvoker.cs), which wraps it in a Polly pipeline keyed on (DriverInstanceId, HostName, DriverCapability). The OTOPCUA0001 analyzer enforces the wrap at build time. Drivers themselves never depend on Polly; they just implement the capability interface and let the Core wrap it.

Driver type metadata is registered at startup in DriverTypeRegistry (src/Core/ZB.MOM.WW.OtOpcUa.Core.Abstractions/DriverTypeRegistry.cs). The registry records each type's allowed namespace kinds (Equipment / SystemPlatform / Simulated), its JSON Schema for DriverConfig / DeviceConfig / TagConfig columns, and its stability tier per docs/v2/driver-stability.md.

Ground-truth driver list

Driver Project path Tier Wire / library Capabilities Notable quirk
Galaxy Driver.Galaxy (+ .Browser, .Contracts) A gRPC to the external mxaccessgw gateway (the gateway owns MXAccess COM + the Galaxy Repository SQL reader) IDriver, ITagDiscovery, IReadable, IWritable, ISubscribable, IAlarmSource, IRediscoverable, IHostConnectivityProbe In-process .NET 10 driver — the COM bitness constraint lives in the gateway's x86 net48 worker, not here. PR 7.2 retired the legacy in-process Galaxy.{Shared, Host, Proxy} + named-pipe Windows service. Native MxAccess alarms work end-to-end
Modbus TCP Driver.Modbus A NModbus-derived in-house client IDriver, ITagDiscovery, IReadable, IWritable, ISubscribable, IHostConnectivityProbe, IPerCallHostResolver Polled subscriptions via the shared PollGroupEngine. DL205 PLCs are covered by AddressFormat=DL205 (octal V/X/Y/C/T/CT translation) — no separate driver
Siemens S7 Driver.S7 A S7netplus IDriver, ITagDiscovery, IReadable, IWritable, ISubscribable, IHostConnectivityProbe Single S7netplus Plc instance per PLC serialized with SemaphoreSlim — the S7 CPU's comm mailbox is scanned at most once per cycle, so parallel reads don't help
AB CIP Driver.AbCip A libplctag CIP IDriver, ITagDiscovery, IReadable, IWritable, ISubscribable, IHostConnectivityProbe, IPerCallHostResolver, IAlarmSource ControlLogix / CompactLogix. Tag discovery uses the @tags walker to enumerate controller-scoped + program-scoped symbols; UDT member resolution via the UDT template reader
AB Legacy Driver.AbLegacy A libplctag PCCC IDriver, ITagDiscovery, IReadable, IWritable, ISubscribable, IHostConnectivityProbe, IPerCallHostResolver SLC 500 / MicroLogix. File-based addressing (N7:0, F8:0) — no symbol table, tag list is user-authored in the config DB
TwinCAT Driver.TwinCAT B Beckhoff TwinCAT.Ads (TcAdsClient) IDriver, ITagDiscovery, IReadable, IWritable, ISubscribable, IHostConnectivityProbe, IPerCallHostResolver, IRediscoverable The only native-notification driver outside Galaxy — ADS delivers ValueChangedCallback events the driver forwards straight to ISubscribable.OnDataChange without polling. Symbol tree uploaded via SymbolLoaderFactory
FOCAS Driver.FOCAS A Pure-managed FocasWireClient — FOCAS/2 Ethernet binary protocol on TCP:8193, inlined into the driver assembly IDriver, ITagDiscovery, IReadable, IWritable, ISubscribable, IHostConnectivityProbe, IPerCallHostResolver, IAlarmSource IWritable is implemented but read-only by design — WriteAsync returns BadNotWritable for every point. CNC-shaped data model (axes, spindle, PMC, macros, alarms) not a flat tag map. Previously Tier-C (Host + P/Invoke + shim DLL); retired in the 2026-04-24 migration when the managed wire client landed
OPC UA Client Driver.OpcUaClient B OPCFoundation Opc.Ua.Client IDriver, ITagDiscovery, IReadable, IWritable, ISubscribable, IAlarmSource, IHistoryProvider, IHostConnectivityProbe Gateway/aggregation driver — the only driver implementing driver-side IHistoryProvider (forwards HistoryRead to the upstream server). Opens a single Session against a remote OPC UA server and re-exposes its address space. Owns its own ApplicationConfiguration (distinct from Client.Shared) because it's always-on with keep-alive + TransferSubscriptions across SDK reconnect, not an interactive CLI
Historian.Gateway Driver.Historian.Gateway ZB.MOM.WW.HistorianGateway.Client gRPC (historian_gateway.v1) IHistorianDataSource (server-side read backend) + alarm SendEvent writer + WriteLiveValues recorder + IHistorianProvisioning Not a tag driver — the sole historian backend. Registers GatewayHistorianDataSource : IHistorianDataSource for HistoryRead and serves alarm-write + continuous historization through the gateway. No IDriver/ITagDiscovery surface. (The retired Wonderware sidecar backend it replaced is documented at Historian.Wonderware.md.)

Per-driver documentation

  • Galaxy has its own docs in this folder because the gRPC-to-gateway architecture + MXAccess rules (owned by the gateway) + Galaxy Repository SQL + Historian + runtime probe manager don't fit a single table row:

    • Galaxy.md — gateway gRPC bridge, hierarchy source, runtime probes
    • Galaxy-Repository.md — ZB SQL reader, LocalPlatform scope filter, change detection (v1 archive)
  • FOCAS has a short getting-started doc because the backend-selection env var + alarm projection opt-in need explaining up front:

    • FOCAS.md — deployment, config, capability surface, alarm projection, troubleshooting
  • Modbus TCP, AB CIP, AB Legacy, Siemens S7, TwinCAT, and OPC UA Client each have a per-driver overview page:

    • Modbus.md — in-process Modbus-TCP driver: address formats, polled subscription model, DL205 octal mapping
    • AbCip.md — AB CIP / EtherNet-IP driver (ControlLogix / CompactLogix / Micro800 / GuardLogix): tag discovery, UDT resolution, alarm source
    • AbLegacy.md — AB Legacy PCCC driver (SLC 500 / MicroLogix / PLC-5): file-based addressing, user-authored tag list
    • S7.md — Siemens S7 driver (S7-300/400/1200/1500 + S7-200): getting started, config, data-block addressing, serialized single-connection model
    • TwinCAT.md — Beckhoff TwinCAT (ADS) driver: getting started, native-notification subscription, symbol-tree upload
    • OpcUaClient.md — OPC UA Client (gateway/aggregation) driver: remote-server session, driver-side HistoryRead forwarding, reconnect behaviour
  • Historian.Gateway (server-side historian backend, not a tag driver) is documented in the main guide:

    • ../Historian.md — HistorianGateway backend: read-path registration, HistoryRead dispatch, alarm store-and-forward (SendEvent), continuous historization (WriteLiveValues), EnsureTags provisioning, config keys, deployment prerequisites. (The retired Wonderware sidecar backend it replaced: Historian.Wonderware.md.)
  • The full per-field spec (capability surface, config schema, addressing, data-type maps, connection settings, quirks for every driver) lives in docs/v2/driver-specs.md. The overview pages above are the short path; that file is the authoritative per-driver reference.

Test-fixture coverage maps

Each driver has a dedicated fixture doc that lays out what the integration / unit harness actually covers vs. what's trusted from field deployments. Read the relevant one before claiming "green suite = production-ready" for a driver.

  • AB CIP — Dockerized ab_server (multi-stage build from libplctag source); atomic-read smoke across 4 families; UDT / ALMD / family quirks unit-only
  • Modbus — Dockerized pymodbus + per-family JSON profiles (4 compose profiles); best-covered driver, gaps are error-path-shaped
  • Siemens S7 — Dockerized python-snap7 server; DB/MB read + write round-trip verified end-to-end on :1102
  • AB Legacy — Dockerized ab_server PCCC mode across SLC500 / MicroLogix / PLC-5 profiles (task #224); N/F/L-file round-trip verified end-to-end. /1,0 cip-path required for the Docker fixture; real hardware uses empty. Residual gap: bit-file writes (B3:0/5) still surface BadState — real HW / RSEmulate 500 for those
  • TwinCAT — XAR-VM integration scaffolding (task #221); three smoke tests skip when VM unreachable. Unit via FakeTwinCATClient with native-notification harness
  • FOCAS — no integration fixture, unit-only via FakeFocasClient; Tier C out-of-process isolation scoped but not shipped
  • OPC UA Client — Dockerized opc-plc integration suite (task #215): real Secure Channel + Session, read + subscribe verified end-to-end; write not yet exercised in the integration suite; exhaustive capability matrix (reconnect, failover, cert-auth, history, alarms) via unit suite with mocked Session
  • Galaxy — richest harness: gateway E2E + ZB SQL live-smoke + MXAccess opt-in (v1 archive)
  • HistoricalDataAccess.mdIHistoryProvider dispatch, aggregate mapping, continuation points. The OPC UA Client driver is the only driver that implements driver-side IHistoryProvider (it forwards HistoryRead to the upstream server); the AVEVA Historian path is served server-side by the HistorianGateway-backed IHistorianDataSource instead. Other drivers do not implement the interface and return BadHistoryOperationUnsupported.
  • AlarmTracking.mdIAlarmSource event model and filtering. Implemented by Galaxy (native MxAccess alarms, working end-to-end), OPC UA Client, AB CIP, and FOCAS; AB Legacy, Modbus, S7, and TwinCAT have no alarm source.
  • Subscriptions.md — how the Server multiplexes subscriptions onto ISubscribable.OnDataChange.
  • docs/v2/driver-stability.md — tier system (A / B / C), shared CapabilityPolicy defaults per tier × capability, MemoryTracking hybrid formula, and process-level recycle rules.
  • docs/v2/plan.md — authoritative vision, architecture decisions, migration strategy.