365 lines
25 KiB
Markdown
365 lines
25 KiB
Markdown
# Development Environment — OtOpcUa v2
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> **Status**: DRAFT — concrete inventory + setup plan for every external resource the v2 build needs. Companion to `test-data-sources.md` (which catalogues the simulator/stub strategy per driver) and `implementation/overview.md` (which references the dev environment in entry-gate checklists).
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>
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> **Branch**: `v2`
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> **Created**: 2026-04-17
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## Scope
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Every external resource a developer needs on their machine, plus the dedicated integration host that runs the heavier simulators per CI tiering decision #99. Includes Docker container images, ports, default credentials (dev only — production overrides documented), and ownership.
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**Not in scope here**: production deployment topology (separate doc when v2 ships), CI pipeline configuration (separate ops concern), individual developer's IDE / editor preferences.
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## Two Environment Tiers
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Per decision #99:
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| Tier | Purpose | Where it runs | Resources |
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|------|---------|---------------|-----------|
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| **PR-CI / inner-loop dev** | Fast, runs on minimal Windows + Linux build agents and developer laptops | Each developer's machine; CI runners | Pure-managed in-process simulators (NModbus, OPC Foundation reference server, FOCAS TCP stub from test project). No Docker, no VMs. |
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| **Nightly / integration CI** | Full driver-stack validation against real wire protocols | One dedicated Windows host with Docker Desktop + Hyper-V + a TwinCAT XAR VM | All Docker simulators (`oitc/modbus-server`, `ab_server`, Snap7), TwinCAT XAR VM, Galaxy.Host installer + dev Galaxy access, FOCAS TCP stub binary, FOCAS FaultShim assembly |
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The tier split keeps developer onboarding fast (no Docker required for first build) while concentrating the heavy simulator setup on one machine the team maintains.
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## Resource Inventory
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### A. Always-required (every developer + integration host)
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| Resource | Purpose | Type | Default port | Default credentials | Owner |
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|----------|---------|------|--------------|---------------------|-------|
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| **.NET 10 SDK** | Build all .NET 10 x64 projects | OS install | n/a | n/a | Developer |
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| **.NET Framework 4.8 SDK + targeting pack** | Build `Driver.Galaxy.Host` (Phase 2+) | Windows install | n/a | n/a | Developer |
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| **Visual Studio 2022 17.8+ or Rider 2024+** | IDE (any C# IDE works; these are the supported configs) | OS install | n/a | n/a | Developer |
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| **Git** | Source control | OS install | n/a | n/a | Developer |
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| **PowerShell 7.4+** | Compliance scripts (`phase-N-compliance.ps1`) | OS install | n/a | n/a | Developer |
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| **Repo clones** | `lmxopcua` (this repo), `scadalink-design` (UI/auth reference per memory file `scadalink_reference.md`), `3yearplan` (handoff + corrections) | Git clone | n/a | n/a | Developer |
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### B. Inner-loop dev (developer machines + PR-CI)
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| Resource | Purpose | Type | Default port | Default credentials | Owner |
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|----------|---------|------|--------------|---------------------|-------|
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| **SQL Server 2022 dev edition** | Central config DB; integration tests against `Configuration` project | Local install OR Docker container `mcr.microsoft.com/mssql/server:2022-latest` | 1433 | `sa` / `OtOpcUaDev_2026!` (dev only — production uses Integrated Security or gMSA per decision #46) | Developer (per machine) |
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| **GLAuth (LDAP server)** | Admin UI authentication tests; data-path ACL evaluation tests | Local binary at `C:\publish\glauth\` per existing CLAUDE.md | 3893 (LDAP) / 3894 (LDAPS) | Service principal: `cn=admin,dc=otopcua,dc=local` / `OtOpcUaDev_2026!`; test users defined in GLAuth config | Developer (per machine) |
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| **Local dev Galaxy** (Aveva System Platform) | Galaxy driver tests; v1 IntegrationTests parity | Existing on dev box per CLAUDE.md | n/a (local COM) | Windows Auth | Developer (already present per project setup) |
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### C. Integration host (one dedicated Windows machine the team shares)
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| Resource | Purpose | Type | Default port | Default credentials | Owner |
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|----------|---------|------|--------------|---------------------|-------|
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| **Docker Desktop for Windows** | Host for containerized simulators | Install | (Hyper-V required; not compatible with TwinCAT runtime — see TwinCAT row below for the workaround) | n/a | Integration host admin |
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| **`oitc/modbus-server`** | Modbus TCP simulator (per `test-data-sources.md` §1) | Docker container | 502 (Modbus TCP) | n/a (no auth in protocol) | Integration host admin |
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| **`ab_server`** (libplctag binary) | AB CIP + AB Legacy simulator (per `test-data-sources.md` §2 + §3) | Native binary built from libplctag source; runs in a separate VM or host since it conflicts with Docker Desktop's Hyper-V if run on bare metal | 44818 (CIP) | n/a | Integration host admin |
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| **Snap7 Server** | S7 simulator (per `test-data-sources.md` §4) | Native binary; runs in a separate VM or in WSL2 to avoid Hyper-V conflict | 102 (ISO-TCP) | n/a | Integration host admin |
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| **TwinCAT XAR runtime VM** | TwinCAT ADS testing (per `test-data-sources.md` §5; Beckhoff XAR cannot coexist with Hyper-V on the same OS) | Hyper-V VM with Windows + TwinCAT XAR installed under 7-day renewable trial | 48898 (ADS over TCP) | TwinCAT default route credentials configured per Beckhoff docs | Integration host admin |
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| **OPC Foundation reference server** | OPC UA Client driver test source (per `test-data-sources.md` §"OPC UA Client") | Built from `OPCFoundation/UA-.NETStandard` `ConsoleReferenceServer` project | 62541 (default for the reference server) | Anonymous + Username (`user1` / `password1`) per the reference server's built-in user list | Integration host admin |
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| **FOCAS TCP stub** (`Driver.Focas.TestStub`) | FOCAS functional testing (per `test-data-sources.md` §6) | Local .NET 10 console app from this repo | 8193 (FOCAS) | n/a | Developer / integration host (run on demand) |
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| **FOCAS FaultShim** (`Driver.Focas.FaultShim`) | FOCAS native-fault injection (per `test-data-sources.md` §6) | Test-only native DLL named `Fwlib64.dll`, loaded via DLL search path in the test fixture | n/a (in-process) | n/a | Developer / integration host (test-only) |
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### D. Cloud / external services
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| Resource | Purpose | Type | Access | Owner |
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|----------|---------|------|--------|-------|
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| **Gitea** at `gitea.dohertylan.com` | Hosts `lmxopcua`, `3yearplan`, `scadalink-design` repos | HTTPS git | Existing org credentials | Org IT |
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| **Anthropic API** (for Codex adversarial reviews) | `/codex:adversarial-review` invocations during exit gates | HTTPS via Codex companion script | API key in developer's `~/.claude/...` config | Developer (per `codex:setup` skill) |
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## Network Topology (integration host)
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```
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┌────────────────────────────────────────┐
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│ Integration Host (Windows + Docker) │
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│ │
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│ Docker Desktop (Linux containers): │
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│ ┌───────────────────────────────┐ │
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│ │ oitc/modbus-server :502/tcp │ │
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│ └───────────────────────────────┘ │
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│ │
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│ WSL2 (Snap7 + ab_server, separate │
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│ from Docker Desktop's HyperV): │
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│ ┌───────────────────────────────┐ │
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│ │ snap7-server :102/tcp │ │
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│ │ ab_server :44818/tcp │ │
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│ └───────────────────────────────┘ │
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│ │
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│ Hyper-V VM (Windows + TwinCAT XAR): │
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│ ┌───────────────────────────────┐ │
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│ │ TwinCAT XAR :48898 │ │
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│ └───────────────────────────────┘ │
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│ │
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│ Native processes: │
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│ ┌───────────────────────────────┐ │
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│ │ ConsoleReferenceServer :62541│ │
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│ │ FOCAS TestStub :8193│ │
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│ └───────────────────────────────┘ │
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│ │
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│ SQL Server 2022 (local install): │
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│ ┌───────────────────────────────┐ │
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│ │ OtOpcUaConfig_Test :1433 │ │
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│ └───────────────────────────────┘ │
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└────────────────────────────────────────┘
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▲
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│ tests connect via the host's hostname or 127.0.0.1
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│
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┌────────────────────────────────────────┐
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│ Developer / CI machine running │
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│ `dotnet test --filter Category=...` │
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└────────────────────────────────────────┘
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```
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## Bootstrap Order — Inner-loop Developer Machine
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Order matters because some installs have prerequisites and several need admin elevation (UAC). ~60–90 min total on a fresh Windows machine, including reboots.
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**Admin elevation appears at**: WSL2 install (step 4a), Docker Desktop install (step 4b), and any `wsl --install -d` call. winget will prompt UAC interactively when these run; accept it. There is no fully-silent admin-free install path on Windows for Docker Desktop's prerequisites.
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1. **Install .NET 10 SDK** (https://dotnet.microsoft.com/) — required to build anything
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```powershell
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winget install --id Microsoft.DotNet.SDK.10 --accept-package-agreements --accept-source-agreements
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```
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2. **Install .NET Framework 4.8 SDK + targeting pack** — only needed when starting Phase 2 (Galaxy.Host); skip for Phase 0–1 if not yet there
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```powershell
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winget install --id Microsoft.DotNet.Framework.DeveloperPack_4 --accept-package-agreements --accept-source-agreements
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```
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3. **Install Git + PowerShell 7.4+**
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```powershell
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winget install --id Git.Git --accept-package-agreements --accept-source-agreements
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winget install --id Microsoft.PowerShell --accept-package-agreements --accept-source-agreements
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```
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4. **Install Docker Desktop** (with WSL2 backend per decision #134, leaves Hyper-V free for the future TwinCAT XAR VM):
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**4a. Enable WSL2** — UAC required:
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```powershell
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wsl --install
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```
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Reboot when prompted. After reboot, the default Ubuntu distro launches and asks for a username/password — set them (these are WSL-internal, not used for Docker auth).
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Verify after reboot:
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```powershell
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wsl --status
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wsl --list --verbose
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```
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Expected: `Default Version: 2`, at least one distro (typically `Ubuntu`) with `STATE Running` or `Stopped`.
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**4b. Install Docker Desktop** — UAC required:
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```powershell
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winget install --id Docker.DockerDesktop --accept-package-agreements --accept-source-agreements
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```
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The installer adds you to the `docker-users` Windows group. **Sign out and back in** (or reboot) so the group membership takes effect.
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**4c. Configure Docker Desktop** — open it once after sign-in:
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- **Settings → General**: confirm "Use the WSL 2 based engine" is **checked** (decision #134 — coexists with future Hyper-V VMs)
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- **Settings → General**: confirm "Use Windows containers" is **NOT checked** (we use Linux containers for `mcr.microsoft.com/mssql/server`, `oitc/modbus-server`, etc.)
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- **Settings → Resources → WSL Integration**: enable for the default Ubuntu distro
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- (Optional, large fleets) **Settings → Resources → Advanced**: bump CPU / RAM allocation if you have headroom
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Verify:
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```powershell
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docker --version
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docker ps
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```
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Expected: version reported, `docker ps` returns an empty table (no containers running yet, but the daemon is reachable).
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5. **Clone repos**:
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```powershell
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git clone https://gitea.dohertylan.com/dohertj2/lmxopcua.git
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git clone https://gitea.dohertylan.com/dohertj2/scadalink-design.git
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git clone https://gitea.dohertylan.com/dohertj2/3yearplan.git
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```
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6. **Start SQL Server** (Linux container; runs in the WSL2 backend):
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```powershell
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docker run --name otopcua-mssql `
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-e "ACCEPT_EULA=Y" `
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-e "MSSQL_SA_PASSWORD=OtOpcUaDev_2026!" `
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-p 1433:1433 `
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-v otopcua-mssql-data:/var/opt/mssql `
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-d mcr.microsoft.com/mssql/server:2022-latest
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```
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The `-v otopcua-mssql-data:/var/opt/mssql` named volume preserves database files across container restarts and `docker rm` — drop it only if you want a strictly throwaway instance.
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Verify:
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```powershell
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docker ps --filter name=otopcua-mssql
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docker exec -it otopcua-mssql /opt/mssql-tools18/bin/sqlcmd -S localhost -U sa -P "OtOpcUaDev_2026!" -C -Q "SELECT @@VERSION"
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```
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Expected: container `STATUS Up`, `SELECT @@VERSION` returns `Microsoft SQL Server 2022 (...)`.
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To stop / start later:
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```powershell
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docker stop otopcua-mssql
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docker start otopcua-mssql
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```
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7. **Install GLAuth** at `C:\publish\glauth\` per existing CLAUDE.md instructions; populate `glauth-otopcua.cfg` with the test users + groups (template in `docs/v2/dev-environment-glauth-config.md` — to be added in the setup task)
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8. **Install EF Core CLI** (used to apply migrations against the SQL Server container starting in Phase 1 Stream B):
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```powershell
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dotnet tool install --global dotnet-ef --version 10.0.*
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```
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9. **Run `dotnet restore`** in the `lmxopcua` repo
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10. **Run `dotnet build ZB.MOM.WW.OtOpcUa.slnx`** (post-Phase-0) or `ZB.MOM.WW.LmxOpcUa.slnx` (pre-Phase-0) — verifies the toolchain
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9. **Run `dotnet test`** with the inner-loop filter — should pass on a fresh machine
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## Bootstrap Order — Integration Host
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Order matters more here because of Hyper-V conflicts. ~half-day on a fresh machine.
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1. **Install Windows Server 2022 or Windows 11 Pro** (Hyper-V capable)
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2. **Enable Hyper-V** + WSL2
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3. **Install Docker Desktop for Windows**, configure to use WSL2 backend (NOT Hyper-V backend — leaves Hyper-V free for the TwinCAT XAR VM)
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4. **Set up WSL2 distro** (Ubuntu 22.04 LTS) for native Linux binaries that conflict with Docker Desktop
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5. **Pull / start Modbus simulator**:
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```powershell
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docker run -d --name modbus-sim -p 502:502 -v ${PWD}/modbus-config.yaml:/server_config.yaml oitc/modbus-server
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```
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6. **Build + start ab_server** (in WSL2):
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```bash
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git clone https://github.com/libplctag/libplctag
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cd libplctag/src/tests
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make ab_server
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./ab_server --plc=ControlLogix --port=44818 # default tags loaded from a config file
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```
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7. **Build + start Snap7 Server** (in WSL2):
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- Download Snap7 from https://snap7.sourceforge.net/
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- Build the example server; run on port 102 with the test DB layout from `test-data-sources.md` §4
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8. **Set up TwinCAT XAR VM**:
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- Create a Hyper-V VM (Gen 2, Windows 11)
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- Install TwinCAT 3 XAE + XAR (download from Beckhoff, free for dev/test)
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- Activate the 7-day trial; document the rotation schedule
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- Configure ADS routes for the integration host to reach the VM
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- Deploy the test PLC project from `test-data-sources.md` §5 ("a tiny test project — `MAIN` (PLC code) + `GVL`")
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9. **Build + start OPC Foundation reference server**:
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```bash
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git clone https://github.com/OPCFoundation/UA-.NETStandard
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cd UA-.NETStandard/Applications/ConsoleReferenceServer
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dotnet run --port 62541
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```
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10. **Install SQL Server 2022 dev edition** (or run the Docker container as on developer machines)
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11. **Build + run FOCAS TestStub** (from this repo, post-Phase-5):
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```powershell
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dotnet run --project src/ZB.MOM.WW.OtOpcUa.Driver.Focas.TestStub -- --port 8193
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```
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12. **Verify** by running `dotnet test --filter Category=Integration` from a developer machine pointed at the integration host
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## Credential Management
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### Dev environment defaults
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The defaults in this doc are **for dev environments only**. They're documented here so a developer can stand up a working setup without hunting; they're not secret.
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### Production overrides
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For any production deployment:
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- SQL Server: Integrated Security with gMSA (decision #46) — never SQL login with shared password
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- LDAP: production GLAuth or AD instance with proper service principal
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- TwinCAT: paid license (per-runtime), not the 7-day trial
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- All other services: deployment-team's credential management process; documented in deployment-guide.md (separate doc, post-v2.0)
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### Storage
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For dev defaults:
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- SQL Server SA password: stored in each developer's local `appsettings.Development.json` (gitignored)
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- GLAuth bind DN/password: stored in `glauth-otopcua.cfg` (gitignored)
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- Docker secrets / volumes: developer-local
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For production:
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- gMSA / cert-mapped principals — no passwords stored anywhere
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- Per-NodeId credentials in `ClusterNodeCredential` table (per decision #83)
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- Admin app uses LDAP (no SQL credential at all on the user-facing side)
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## Test Data Seed
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Each environment needs a baseline data set so cross-developer tests are reproducible. Lives in `tests/ZB.MOM.WW.OtOpcUa.IntegrationTests/SeedData/`:
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- **GLAuth** users: `test-readonly@otopcua.local` (in `OtOpcUaReadOnly`), `test-operator@otopcua.local` (`OtOpcUaWriteOperate` + `OtOpcUaAlarmAck`), `test-fleetadmin@otopcua.local` (`OtOpcUaAdmins`)
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- **Central config DB**: a seed cluster `TEST-CLUSTER-01` with 1 node + 1 namespace + 0 drivers (other tests add drivers)
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- **Modbus sim**: YAML config preloading the addresses from `test-data-sources.md` §1 (HR 0–9 constants, ramp at HR 100, etc.)
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- **TwinCAT XAR**: the test PLC project deployed; symbols match `test-data-sources.md` §5
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- **OPC Foundation reference server**: starts with built-in test address space; tests don't modify it
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Seeds are idempotent (re-runnable) and gitignored where they contain credentials.
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## Setup Plan (executable)
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### Step 1 — Inner-loop dev environment (each developer, ~1 day with documentation)
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**Owner**: developer
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**Prerequisite**: Bootstrap order steps 1–10 above (note: steps 4a, 4b, and any later `wsl --install -d` call require admin elevation / UAC interaction — there is no fully-silent admin-free install path on Windows for Docker Desktop's prerequisites)
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**Acceptance**:
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- `dotnet test ZB.MOM.WW.OtOpcUa.slnx` passes
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- A test that touches the central config DB succeeds (proves SQL Server reachable)
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- A test that authenticates against GLAuth succeeds (proves LDAP reachable)
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- `docker ps --filter name=otopcua-mssql` shows the SQL Server container `STATUS Up`
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### Troubleshooting (common Windows install snags)
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- **`wsl --install` says "Windows Subsystem for Linux has no installed distributions"** after first reboot — open a fresh PowerShell and run `wsl --install -d Ubuntu` (the `-d` form forces a distro install if the prereq-only install ran first).
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- **Docker Desktop install completes but `docker --version` reports "command not found"** — `PATH` doesn't pick up the new Docker shims until a new shell is opened. Open a fresh PowerShell, or sign out/in, and retry.
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- **`docker ps` reports "permission denied" or "Cannot connect to the Docker daemon"** — your user account isn't in the `docker-users` group yet. Sign out and back in (group membership is loaded at login). Verify with `whoami /groups | findstr docker-users`.
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- **Docker Desktop refuses to start with "WSL 2 installation is incomplete"** — open the WSL2 kernel update from https://aka.ms/wsl2kernel, install, then restart Docker Desktop. (Modern `wsl --install` ships the kernel automatically; this is mostly a legacy problem.)
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- **SQL Server container starts but immediately exits** — SA password complexity. The default `OtOpcUaDev_2026!` meets the requirement (≥8 chars, upper + lower + digit + symbol); if you change it, keep complexity. Check `docker logs otopcua-mssql` for the exact failure.
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- **`docker run` fails with "image platform does not match host platform"** — your Docker is configured for Windows containers. Switch to Linux containers in Docker Desktop tray menu ("Switch to Linux containers"), or recheck Settings → General per step 4c.
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- **Hyper-V conflict when later setting up TwinCAT XAR VM** — confirm Docker Desktop is on the **WSL 2 backend**, not Hyper-V backend. The two coexist only when Docker uses WSL 2.
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### Step 2 — Integration host (one-time, ~1 week)
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**Owner**: DevOps lead
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**Prerequisite**: dedicated Windows machine, hardware specs ≥ 8 cores / 32 GB RAM / 500 GB SSD
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**Acceptance**:
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- Each simulator (Modbus, AB, S7, TwinCAT, OPC UA reference) responds to a probe from a developer machine
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- A nightly CI job runs `dotnet test --filter Category=Integration` against the integration host and passes
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- Service-account permissions reviewed by security lead
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### Step 3 — TwinCAT XAR VM trial rotation automation (one-time, half-day)
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**Owner**: DevOps lead
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**Prerequisite**: Step 2 complete
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**Acceptance**:
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- A scheduled task on the integration host either re-activates the 7-day trial automatically OR alerts the team 24h before expiry; cycle tested
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### Step 4 — Per-developer GLAuth config sync (recurring, when test users change)
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**Owner**: developer (each)
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**Acceptance**:
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- A script in the repo (`scripts/sync-glauth-dev-config.ps1`) updates the local GLAuth config from a template; documented in CLAUDE.md
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- Test users defined in the template work on every developer machine
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### Step 5 — Docker simulator config (per-developer, ~30 min)
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**Owner**: developer (each)
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**Acceptance**:
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- The Modbus simulator container is reachable from `127.0.0.1:502` from the developer's test runner (only needed if the developer is debugging Modbus driver work; not required for Phase 0/1)
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### Step 6 — Codex companion setup (per-developer, ~5 min)
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**Owner**: developer (each)
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**Acceptance**:
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- `/codex:setup` skill confirms readiness; `/codex:adversarial-review` works against a small test diff
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## Operational Risks
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||
|
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| Risk | Mitigation |
|
||
|------|------------|
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| TwinCAT 7-day trial expires mid-CI run | Step 3 automation; alert before expiry; license budget approved as fallback for production-grade pre-release validation |
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| Docker Desktop license terms change for org use | Track Docker pricing; budget approved or fall back to Podman if license becomes blocking |
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| Integration host single point of failure | Document the setup so a second host can be provisioned in <2 days; test fixtures pin to a hostname so failover changes one DNS entry |
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| GLAuth dev config drifts between developers | Sync script + template (Step 4) keep configs aligned; periodic review |
|
||
| Galaxy / MXAccess licensing for non-dev-machine | Galaxy stays on the dev machines that already have Aveva licenses; integration host does NOT run Galaxy (Galaxy.Host integration tests run on the dev box, not the shared host) |
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| Long-lived dev env credentials in dev `appsettings.Development.json` | Gitignored; documented as dev-only; production never uses these |
|
||
|
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## Decisions to Add to plan.md
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||
|
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| # | Decision | Rationale |
|
||
|---|----------|-----------|
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| 133 | Two-tier dev environment: inner-loop (in-process simulators on developer machines) + integration (Docker / VM / native simulators on a single dedicated Windows host) | Per decision #99. Concrete inventory + setup plan in `dev-environment.md` |
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| 134 | Docker Desktop with WSL2 backend (not Hyper-V backend) on integration host so TwinCAT XAR VM can run in Hyper-V alongside Docker | TwinCAT runtime cannot coexist with Hyper-V-mode Docker Desktop; WSL2 backend leaves Hyper-V free for the XAR VM. Documented operational constraint |
|
||
| 135 | TwinCAT XAR runs only in a dedicated VM on the integration host; developer machines do NOT run XAR locally | The 7-day trial reactivation needs centralized management; the VM is shared infrastructure |
|
||
| 136 | Galaxy / MXAccess testing happens on developer machines that have local Aveva installs, NOT on the shared integration host | Aveva licensing scoped to dev workstations; integration host doesn't carry the license. v1 IntegrationTests parity (Phase 2) runs on developer boxes. |
|
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| 137 | Dev env credentials are documented openly in `dev-environment.md`; production credentials use Integrated Security / gMSA per decision #46 | Dev defaults are not secrets; they're convenience. Production never uses these values |
|