# Description
Introduces a pluggable user-identity provider model covering all OPC UA
Part 6 §6.5 mechanisms (Anonymous, UserName, X509, IssuedToken/JWT) on
both client and server, with full
`Microsoft.Extensions.DependencyInjection` integration, plus the Part 12
§9 `AuthorizationService` two-phase token-request flow **including
refresh-token rotation**, the Part 12 §8 KeyCredential Push model, and a
clean provider model for OPC 10000-12 §7.2 `ApplicationSelfAdmin`. The
work is split across phase-by-phase commits so it can be reviewed
independently; nothing here changes wire-level behaviour or forces
existing applications to migrate.
### Documentation
All under `Docs/`:
- `IdentityProviders.md` — full developer guide: three-layer model,
recipes, configuration reference, "what gets auto-wired" matrix, JWS
algorithm table, identity-augmenters section, **"Implementing your own
provider"** how-to subsections for Entra / OIDC / Windows / AspNetCore
(sibling files merged in per review feedback).
- `DependencyInjection.md` — `Identity` sections with `appsettings.json`
examples, identity-extension matrix, `WithAuthorizationService` +
`WithKeyCredentialPush` + `AddIdentityAugmenter` extensions documented.
- `RoleBasedUserManagement.md` — claim-criteria callout describing
`IIdentityClaims` probe surface.
- `AuthorizationService.md` — Architecture diagram +
`IAccessTokenProvider` conceptual narrative restored from master; modern
`StartRequestToken` / `FinishRequestToken` flow leads; refresh-token
recipe added.
- `KeyCredentialService.md` — Push model + Pull vs Push vs Bridge
decision matrix + Hybrid (Push + Pull) section; explicit experimental
warning for the bridge.
- `GDS.md` — KeyCredential Push, `StartRequestToken`,
`GdsApplicationSelfAdminProvider`, **shipped Refresh-token support with
rotation policy and audit semantics** all documented.
- `MigrationGuide.md` — User Identity Providers section listing
`[Obsolete]` markers + mechanical recipes; SelfAdmin migration via
`IIdentityAugmenter`; `EnableRefreshTokens` default note.
- `README.md` index entries.
## Checklist
- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [x] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [x] I have addressed **all** PR feedback received.
* role management compliant with OPC UA Part 18
Server-side:
- New IRoleManager / RoleManager with spec-correct status codes
(Bad_AlreadyExists, Bad_NodeIdUnknown, Bad_RequestNotAllowed,
Bad_NotFound) for every mutator per Part 18 4.2 / 4.4.
- Pre-populate default identities for the three reserved well-known
roles per Part 18 4.3 (Anonymous, AuthenticatedUser,
TrustedApplication).
- Reject mutations on reserved roles with Bad_RequestNotAllowed.
- Validate IdentityMappingRuleType per Part 18 4.4.3 (empty criteria
for Anonymous/AuthenticatedUser/TrustedApplication; upper-case hex
for Thumbprint; Name=Value grammar for X509Subject).
- Honour Part 18 4.4.2 default-field-as-wildcard EndpointType
comparisons; tighten TrustedApplication/Application rules to
require trusted certificate + signed channel.
- Introduce CustomConfiguration flag per Part 18 4.4.1.
- Add IRoleManager.RoleConfigurationChanged event raised after every
successful mutation per Part 18 4.4.1.
- Make RoleEntry an immutable snapshot.
Address-space binding (typed proxies):
- RoleStateBinding switched from stringly-typed OnCallMethod2 plumbing
to the source-generated typed proxies (RoleSetState, RoleState,
AddRoleMethodState, AddIdentityMethodState, ...).
- DiagnosticsNodeManager.AddBehaviourToPredefinedNodeAsync upgrades
passive BaseObjectState nodes of RoleSetType / RoleType to the
typed RoleSetState / RoleState proxies at predefined-node load time.
- New RoleAuthorizationGate.CheckAdmin centralizes SecurityAdmin role
plus SignAndEncrypt enforcement per Part 18 4.2 / 4.4 / 5.2.
- Bound writable ApplicationsExclude / EndpointsExclude /
CustomConfiguration with the same auth gate.
- Raise RoleMappingRuleChangedAuditEventType from every successful
mutator (Part 18 4.5) via the existing AuditEvents helper.
Client library:
- New Opc.Ua.Client.Roles.RoleManagementClient + IRoleManagementClient
+ RoleInfo + SessionRoleExtensions.OpenRoleManagementClient.
- Covers list / read / add / remove role, identity, application,
endpoint operations plus Set*Exclude via Write Service.
Tests:
- New RoleManagerTests.cs - 37 NUnit tests for pre-populated roles,
reserved-role immutability, spec-correct status codes, criteria
validation, ResolveGrantedRoles, exclude semantics,
CustomConfiguration, AddRole well-known NodeId reuse, and
RoleConfigurationChanged event.
Documentation:
- Rewrite Docs/RoleBasedUserManagement.md as a Part 18 compliance
reference (status-code matrix, client examples, known limitations).
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
* Add Part 18 5 UserManagement implementation
Server-side:
- New IUserManagement interface (Opc.Ua.Server.UserManagement) modelling
Part 18 5.2.1 surface: PasswordLength, PasswordOptions, PasswordRestrictions,
SnapshotUsers, AddUser, ModifyUser, RemoveUser, ChangePassword,
MustChangePassword, IsUserActive, UserDeactivated event.
- Default UserManagement implementation wraps the existing IUserDatabase
and stores per-user UserConfigurationMask + description in memory.
Validates passwords against PasswordLength + character-class flags
from PasswordOptions; honours Part 18 5.2 result codes
(Bad_AlreadyExists, Bad_NotFound, Bad_OutOfRange, Bad_NotSupported,
Bad_ConfigurationError, Bad_InvalidSelfReference,
Bad_IdentityTokenInvalid).
- ChangePassword clears the MustChangePassword bit on success.
- New UserManagementBinding wires the typed source-generated proxies
(UserManagementState, AddUserMethodState, ModifyUserMethodState,
RemoveUserMethodState, ChangePasswordMethodState) - typed OnCallAsync
delegates everywhere; admin gate via RoleAuthorizationGate.CheckAdmin;
ChangePassword gated via RoleAuthorizationGate.CheckSelfUserName;
closes active sessions for deactivated users via ISessionManager.
- ConfigurationNodeManager.AddBehaviourToPredefinedNodeAsync upgrades
the passive UserManagement object to the typed UserManagementState
proxy at predefined-node load time; CreateServerConfiguration invokes
UserManagementBinding.Bind when an IUserManagement was injected.
- IServerInternal gains UserManagement getter + SetUserManagement
injector.
Tests:
- New Tests/Opc.Ua.Server.Tests/UserManagementTests.cs - 18 NUnit tests
covering AddUser happy path, duplicate / password-length / config-flag
validation, RemoveUser non-existent / self-reference / NoDelete,
ModifyUser self-disable / disable-other UserDeactivated event,
ChangePassword happy path / same-as-old / wrong-old /
MustChangePassword bit clearing / NoChangeByUser rejection,
IsUserActive on disabled vs active users.
Documentation:
- Update Docs/RoleBasedUserManagement.md with a User Management section
including the spec result-code matrix, example wiring code, and
reduce known limitations - UserManagement is no longer a limitation.
* New certificate and secrete abstraction with certificate infrastructure and certificate/secret stores.
* leak testing for certificate resources to validate new ref counting in every test assembly
* Migration guide updated and documentation added for all
* Remove IDisposable from Nodestate and UserIdentity.
* UserCertificateTokenHandler now just points into certificate registry/stores, no dispose required
* Fix CA2000 warnings and cleanup of other diagnostics, increase warning levels in .editorconfig
Use RequestLifetime throughout the server stack for unified request lifetime and cancellation management. Update all service method signatures, OperationContext, and request processing logic to use RequestLifetime, enabling precise tracking of cancellation reasons with UA StatusCodes. Remove obsolete synchronous request handling and legacy delegates. Update code generation, tests, and interfaces to support the new model. This change improves cancellation, timeout, and abort handling, and prepares the server for advanced request management features.
* Refactor MonitoredItem.ValueChanged & cert validation
Refactored MonitoredItem.ValueChanged for correctness, performance, and comprehensive test coverage, including improved deadband and array handling. Rewrote equality logic for Variants and arrays. Made certificate validation thread-safe using ConcurrentDictionary and proper semaphore usage. Added extensive unit tests and benchmarks for value change detection.
* Implement DiagnosticsNodeManager using AsyncCustomNodeManager
* Implement CoreNodeManager using AsyncCustomNodeManager
Generate stack and application code using source generators
Change built in types to readonly structs
Update localized text implementation to use JSON text serializer
Status code with symbolic names
Immutable node ids
No boxing for all built in types <= 8 bytes in Variant.
Split user identity token and token handling via token handler
Add migration guide for breaking changes
This pull request modernizes the OPC UA .NET codebase and tests, removes .NET Standard 2.0 support from certificate/security code, and updates test code to use C# 12 and .NET 8+ features for clarity and maintainability.
- Certificate and BouncyCastle interop files (e.g., CertificateBuilder.cs, X509Extensions.cs, X509SignatureFactory.cs) are refactored to drop NETSTANDARD2_0 support and use modern .NET APIs and conditional compilation.
- Test code across the codebase is updated to use default, strongly-typed Parse methods, collection expressions, and improved async/await patterns.
- Exception handling and assertions in tests are modernized, and test method naming is made consistent with Async suffixes.
- The project and build files are updated to clarify Roslynator analyzer usage and remove obsolete netstandard tags.
- General code and test cleanup includes improved null safety, type safety, and removal of deprecated or unused code.
* remove all usages of SoftwareCertificates
- Client
- Server
As per spec they are not relevant for security.
If an SDK User wants to use the SoftwareCertificates ActivateSession can be overriden
* remove from SessionClientBatchTests
Marc Schier