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ZB.MOM.WW.HistorianGateway — Design

Date: 2026-06-23 Status: Design approved (brainstorming complete) — ready for implementation planning Author: brainstorming session (Joseph Doherty + Claude)

1. Summary

A new full-feature sidecar in the SCADA/OT sister-project family, modelled on MxAccessGateway (mxaccessgw). It does two things:

  1. Read-only Galaxy metadata server — exposes the AVEVA System Platform ("Wonderware") Galaxy object hierarchy (areas / objects / templates / instances / attributes), sourced from the Galaxy Repository SQL DB, the same data mxaccessgw's galaxy_repository feature serves today.
  2. Full read/write gRPC API to the AVEVA (Wonderware) Historian — reads (raw, aggregate with all 15 retrieval modes, at-time, blocks, events, browse, metadata, status) and writes (historical/backfill values, event send, tag-config create/delete/rename/extended-properties, plus resilience helpers).

It reuses the family's common shared packages and styles: ZB.MOM.WW.Auth, ZB.MOM.WW.Theme, ZB.MOM.WW.Telemetry(+.Serilog), ZB.MOM.WW.Health, ZB.MOM.WW.Configuration, ZB.MOM.WW.Audit.

Key reframing discovered during brainstorming

  • The historian write surface lives in the histsdk repo (gitea.dohertylan.com/dohertj2/histsdk, namespace AVEVA.Historian.Client), which is far ahead of the stale scadaproj/ZB.MOM.WW.SPHistorianClient port (2026-06-19 snapshot, reads + tag create/delete only, value-writes marked "blocked"). histsdk has since added a live-validated gRPC write surface: AddHistoricalValuesAsync (historical/backfill, gRPC-only), SendEventAsync (events, both transports), EnsureTags/DeleteTags/RenameTags/ AddTagExtendedProperties (config writes, gRPC), plus higher-level HistorianStoreForwardWriter (durable outbox) and a redundant-write cluster.
  • Hard server-side limit no client can lift: AddS2 streaming live process-sample writes are GATED — the historian runtime cache only ingests from configured IOServer / Application Server pipelines. "Live current value" writes are therefore done via the SQL path (aaAnalogTagInsertINSERT INTO History), not gRPC.
  • No COM anywhere. The historian SDK is pure-managed and Galaxy browse is plain SQL, so — unlike mxaccessgw — this sidecar needs no x86 worker and no two-process split. It is a single .NET 10 x64 process.

2. Decisions (locked during brainstorming)

Decision Choice
Purpose General-purpose gateway — reusable modern façade over Historian + Galaxy metadata for any gRPC client (the way mxaccessgw is the façade for MXAccess).
Historian client code Vendor histsdk (AVEVA.Historian.Client) into the sidecar repo as self-contained vendored source; namespace kept as-is to ease future re-sync.
Galaxy browse code New shared lib ZB.MOM.WW.GalaxyRepository in scadaproj, extracted from mxaccessgw's galaxy_repository browse; consumed by both mxaccessgw and this sidecar.
Dashboard Full Blazor dashboard on ZB.MOM.WW.Theme (login + Galaxy browser + Historian console + API-key admin + status/health).
Historian write scope All: historical/backfill writes, event send, tag-config writes, and resilience extras (store-and-forward outbox, redundant write fan-out, SQL live-value path).
Connection model Approach A — stateless gateway over pooled service-identity connections. Clients authenticate to the gateway (ZB API key); the gateway owns historian credentials and reuses pooled, pre-authenticated connections.
Repo location New standalone sibling repo ~/Desktop/HistorianGateway, gitea remote historiangw.
Name / namespace ZB.MOM.WW.HistorianGateway.

3. Architecture & solution structure

Single .NET 10 x64 ASP.NET Core process.

~/Desktop/HistorianGateway/
  src/
    ZB.MOM.WW.HistorianGateway.Server/      ASP.NET Core host: gRPC services + Blazor dashboard + /healthz + /metrics
    ZB.MOM.WW.HistorianGateway.Contracts/   the gateway's own .proto + generated types (for client codegen distribution)
    vendor/AVEVA.Historian.Client/          VENDORED from histsdk; ArchestrA.Grpc.Contract.* protos + reads/writes/store-forward/redundancy
  tests/
    ZB.MOM.WW.HistorianGateway.Tests/       unit + env-gated live integration + bUnit dashboard
  docs/plans/, CLAUDE.md, README.md
  ZB.MOM.WW.HistorianGateway.slnx

Cross-repo pieces:

  • scadaproj/ZB.MOM.WW.GalaxyRepository (new shared lib, plain files — NOT a nested git repo): carries the canonical galaxy_repository.proto (adopted from mxaccessgw's existing contract so OtOpcUa's wire shape is not broken), the SQL browse provider (connect to Galaxy Repository SQL → hierarchy model), and a reusable gRPC service implementation both hosts can MapGrpcService<>(). mxaccessgw adopting it is a tracked follow-on (same "built → adopted" pattern as the other normalized components); this sidecar consumes it from the start.
  • Shared ZB packages consumed: ZB.MOM.WW.Auth (Abstractions+Ldap+ApiKeys+AspNetCore), ZB.MOM.WW.Theme, ZB.MOM.WW.Telemetry (+.Serilog), ZB.MOM.WW.Health, ZB.MOM.WW.Configuration, ZB.MOM.WW.Audit.

4. gRPC API surface

Gateway's own curated contract (ZB.MOM.WW.HistorianGateway.Grpc.V1), grouped by concern — not a 1:1 SDK dump. The vendored ArchestrA.Grpc.Contract.* protos stay internal; clients see only the gateway contract.

Service RPCs Notes
HistorianRead ReadRaw, ReadAggregate, ReadBlocks, ReadEvents (server-streaming); ReadAtTime ReadAggregate exposes all 15 retrieval modes
HistorianWrite AddHistoricalValues, SendEvent, WriteLiveValues WriteLiveValues = SQL path (gRPC streaming is gated)
HistorianTags BrowseTagNames (streaming), GetTagMetadata, EnsureTags, DeleteTags, RenameTags, AddTagExtendedProperties
HistorianStatus Probe, GetConnectionStatus, GetStoreForwardStatus, GetSystemParameter
GalaxyRepository Browse areas / objects / templates / instances / attributes (read-only) canonical proto from the shared lib

Authorization is via API-key scopes at the gateway (Approach A trust boundary): historian:read, historian:write, historian:tags:write, galaxy:read.

5. Connection & data flow

gRPC client ──(ZB API key)──► HistorianGateway ──┬─ pooled, pre-authed gRPC conn ──► AVEVA Historian (RemoteGrpc 2023R2)
                                                  ├─ store-forward outbox (SQLite) ─ replays writes on reconnect
                                                  ├─ redundant-write fan-out ──────► historian members (All/Any ack)
                                                  ├─ SqlConnection ──► Runtime DB (live-value writes via aaAnalogTagInsert/History)
                                                  └─ ZB.MOM.WW.GalaxyRepository ──► Galaxy Repository SQL (read-only browse)
  • Pooled connections: the expensive auth handshake (ValidateClientCredential / ECDH ExchangeKey) runs once per connection on open, then is reused across requests; connections are health-checked with auto-reconnect. Write operations use the write-enabled session mode (0x401).
  • Store-forward: writes flow through the SDK's HistorianStoreForwardWriter — on an unreachable historian, enqueue to durable SQLite; a background drain replays on reconnect.
  • Redundancy: HistorianRedundantWriteResult fan-out to configured members under an All/Any ack policy; per-member result surfaced to the caller.
  • SQL live-write and Galaxy browse are independent SQL paths, each with its own validated connection config.

Configuration (all ZB.MOM.WW.Configuration-validated, aggregated by ConfigPreflight at startup): historian (host, gRPC port 32565, transport=RemoteGrpc, TLS, service identity/credentials), redundant members, store-forward path, Galaxy Repository SQL connection string, Runtime DB connection string (SQL live-write), Auth (LDAP + API-key pepper). Secrets live in the operator environment, never in repo.

6. Cross-cutting infrastructure + dashboard

  • Auth (ZB.MOM.WW.Auth): gRPC clients use peppered-HMAC API keys (keyId/Bearer), validated by a gRPC interceptor enforcing per-service scopes. Dashboard uses LDAP login (.Ldap+.AspNetCore), cookie auth, IGroupRoleMapper<TRole>, canonical ZbClaimTypes/ZbCookieDefaults, canonical-six roles, dev against the shared GLAuth (10.100.0.35:3893, dc=zb,dc=local). DisableLogin dev/deploy switch.
  • Telemetry (.Telemetry+.Serilog): AddZbTelemetry (Resource service.name=historian-gateway + standard instrumentation + always-on Prometheus /metrics, OTLP opt-in) + AddZbSerilog. App Meters: read/write counts + latency, store-forward queue depth, pool connection state, redundancy ack outcomes.
  • Health (.Health): three-tier ready/active/healthz + canonical JSON writer. Probes: historian gRPC (GrpcDependencyHealthCheck), Galaxy Repository SQL + Runtime DB (DatabaseHealthCheck), store-forward drain status.
  • Configuration (.Configuration): OptionsValidatorBase / ValidationBuilder / AddValidatedOptions / ConfigPreflight (§5).
  • Audit (.Audit, DEEP-adopt): canonical AuditEvent + SQLite IAuditWriter (MxGateway-style). Audited: tag-config writes, historical/event writes, API-key admin, login/logout. Actor wired from the Auth principal via IAuditActorAccessor.
  • Dashboard (Blazor, .Theme): Technical-Light side-rail shell + LoginCard /login. Pages: Status (pool / store-forward / redundancy / version), Galaxy browser (read-only hierarchy tree), Historian console (query with raw/aggregate + mode picker + time range; role-gated write test for value insert / event send), API-key admin (list/create/revoke keys + scopes), Health.

7. Error handling

  • gRPC status mapping: ProtocolEvidenceMissingException (unsupported op/type — e.g. non-analog tag, non-string event property) → Unimplemented/FailedPrecondition with a clear "not in reverse-engineered surface" message; auth → Unauthenticated/PermissionDenied; historian down → Unavailable; bad range / unknown tag → InvalidArgument/NotFound.
  • Gated ops: live streaming-sample writes (AddS2) are not exposed (no RPC); live-value writes route through SQL WriteLiveValues.
  • Write resilience: with store-forward enabled, an unreachable historian returns accepted + queued (not an error); otherwise Unavailable. Redundancy surfaces a per-member result; All-policy fails if any member fails, Any-policy succeeds on ≥1 ack.
  • Pool: transient failures → reconnect + bounded retry; auth-handshake failure → fail fast with diagnostic. No secrets/real hostnames in errors or logs (histsdk safety rule).

8. Testing

  • Unit: gRPC services against a faked historian-client seam + faked Galaxy provider; scope/auth interceptor; config validators; SDK-model ↔ proto mapping.
  • Golden/protocol: carry over histsdk's golden byte tests for the vendored client (historical "ON" buffer, event "OS" buffer, registration buffers) so the vendored copy stays faithful.
  • Integration (env-gated, live, CI/macOS-safe): real 2023 R2 historian + Galaxy Repository SQL — read/write round-trips and browse via the self-cleaning sandbox-tag lifecycle (HISTORIAN_GRPC_WRITE_SANDBOX_TAG); skipped when env vars absent.
  • Dashboard: bUnit component tests. Smoke: /healthz, /metrics, gRPC Probe.

9. Out of scope / non-goals

  • AddS2 live streaming process-sample writes (GATED server-side; SQL path covers live values instead).
  • Non-analog tag creation, revision/edit writes, bit-faithful store-forward framing (per histsdk capability matrix — BOUNDED/HARD/GATED items not selected).
  • A two-process / x86 worker split (not needed — no COM).
  • Re-syncing or replacing the existing stale scadaproj/ZB.MOM.WW.SPHistorianClient port (we vendor histsdk instead; the stale port is left as-is).

10. Implementation components (high level)

  1. ZB.MOM.WW.GalaxyRepository shared lib (scadaproj) — extract from mxaccessgw, canonical proto + SQL browse provider + reusable gRPC service.
  2. Vendor histsdk AVEVA.Historian.Client into the new repo + carry its golden tests.
  3. Repo scaffold + host + shared-package wiring (Auth/Telemetry/Health/ Configuration/Audit) + validated options + ConfigPreflight.
  4. gRPC contract + services (Read / Write / Tags / Status / GalaxyRepository).
  5. Connection layer — pooled pre-authed connections, store-forward, redundancy, SQL live-write path.
  6. Auth — API-key scope interceptor + LDAP dashboard auth + Audit wiring.
  7. Blazor dashboard pages (Theme).
  8. Telemetry + Health probes/meters.
  9. Tests — unit / golden / env-gated integration / bUnit.
  10. Docs + repo/gitea setupCLAUDE.md, README.md, gitea remote.

mxaccessgw adoption of ZB.MOM.WW.GalaxyRepository is a separate tracked follow-on, not part of the initial sidecar delivery.