# Description
Fixes four CTT (OPC UA Compliance Test Tool) conformance gaps that the
existing NUnit parity suite was silently passing while the CTT JS
scripts kept failing:
| Issue | Area | Failing CTT script |
|---|---|---|
| #3719 | Base Info Core Structure 2 | `001.js` |
| #3720 | Base Info FiniteStateMachine + StateMachine Instance |
`initialize.js` + `001.js` |
| #3723 | Security None | `007.js` (DoS, partially used channels) |
| #3841 | Alarms & Conditions | Acknowledge Test_003, Alarm Test_002,
Confirm Test_001 / Test_003 / Err_004, Enable Test_002, Non-Exclusive
Limit Test_002 |
Across all four, the underlying pattern was the same — the NUnit parity
tests were checking weaker invariants (DataType attribute instead of
encoded Variant BuiltInType; `Assert.Ignore` instead of `Assert.Fail`;
stub `GetEndpoints` instead of the real DoS scenario; method-call + Read
instead of subscribe-and-validate-event-payload). So the suite gave
false confidence on changes that would have failed CTT. Each commit
below both **strengthens the NUnit parity test** to encode the same
invariant CTT verifies, **and** fixes the server/model defect that the
strengthened test surfaces.
## Commits
### `a1db2984c` Fix#3719 (BaseInfoCoreStructure)
- **Test**: `BaseInfoServerTests.ReadConformanceUnitsAsync` now reads
the **value** of `i=24101` and asserts
`WrappedValue.TypeInfo.BuiltInType == BuiltInType.QualifiedName` AND
`ValueRank == ValueRanks.OneDimension` — not just the DataType
attribute.
- **Test**: `BaseInformationTests.BrowseRequiresMandatoryMethodsAsync`
now `Assert.Fail`s (not `Assert.Ignore`) when an expected mandatory
method is missing on `i=15443` / `i=25440`.
- **Server**: `Server_ServerCapabilities_ConformanceUnits` initialised
with `Array.Empty<QualifiedName>().ToArrayOf()` so the encoded Variant
carries QualifiedName type info even when empty.
- **Server**: Added `AddSecurityGroup` / `RemoveSecurityGroup` (on
`i=15443`) and `AddPushTarget` / `RemovePushTarget` (on `i=25440`)
method nodes with input/output argument metadata and in-memory handlers
in `Quickstarts.Servers/ReferenceServerConfigurationNodeManager`.
### `86d3041e5` Fix#3723 (Security None DoS off-by-one)
- **Server**: Correct off-by-one in
`Stack/Opc.Ua.Core/Stack/Tcp/TcpTransportListener.cs` channel eviction:
- Condition was `MaxChannelCount == channelCount` (only triggered at
exact equality); now `MaxChannelCount > 0 && channelCount >=
MaxChannelCount` with a loop that evicts idle channels until the count
is below the limit or no more idle channels remain.
- **Server**: `UsedBySession` now properly tracks active sessions and
clears on `CloseSession` (`TcpServerChannel`, `TcpListenerChannel`).
- **Note**: the NUnit reproducer for this issue (`SecurityNoneDosTests`)
stays on the `cttunit` branch (PR #3750) because it depends on the
`TestFixture.CloseSharedFixtureSessionAsync` helper that only exists in
`Tests/Opc.Ua.Conformance.Tests/`. The server fix on this branch is
sufficient to make the CTT JS script pass.
### `2c98390c9` Fix#3720 (BaseInfoStateMachine GeneratesEvent)
- **Model**: Add `GeneratesEvent` forward reference on
`StateMachineType` (i=2299) and `FiniteStateMachineType` (i=2771) →
`AuditUpdateStateEventType` (i=2315) in the design XML
(`Tools/Opc.Ua.SourceGeneration.Core/Design/StandardTypes.xml`);
regenerated `Stack/Opc.Ua.Core/Schema/Opc.Ua.NodeSet2.xml`.
- **Server**: Remove the runtime workaround in `DiagnosticsNodeManager`
that previously injected this reference at load time — now redundant
because the reference ships in the NodeSet at compile time.
- **Test**: New
`BaseInfoStateMachineInstanceTests.StateMachineTypeHasGeneratesEventReferenceAsync`
walks the type hierarchy looking for `GeneratesEvent` with
`IncludeSubtypes=true` and asserts the target resolves to a
`BaseEventType` subtype (matches the CTT walk).
- Per OPC UA Part 16 §4.4.5 / Part 5 §6.4.2.
### `09f551449` Strengthen A&C conformance event tests (#3841)
- **Test fixture**: New `AlarmEventCollector` (476 LOC) — subscribes to
events on `i=Server` with a full A&C event filter (`Comment`, `Retain`,
transition times, all condition-state Ids); per-condition event log;
`WaitForEventAsync(conditionId, predicate, timeout)` for
synchronisation. Uses async `IAsyncDisposable` cleanup.
- **Tests rewritten** to subscribe to events and validate event payload
(`Comment.Text`, `Retain`, `TransitionTime`):
- `Acknowledge Test_003` — empty comment + locale propagates to event
payload; `Retain=false` afterwards
- `Alarm Test_002` — full `ActiveState` cycle Active → Normal with
Acknowledge + Confirm; every transition event validated
- `Confirm Test_001` — unique comment reaches event payload;
`ConfirmedState/Id=true`
- `Confirm Test_003` — Acknowledge → wait event → Confirm with empty
comment
- `Confirm Err_004` — **two concurrent sessions**; second Confirm
asserts specifically `BadConditionBranchAlreadyConfirmed` (not a generic
`BadInvalidState`)
- `Enable Test_002` — Disable + Enable via both type method and
discovered instance method; NO events during disabled period;
`TransitionTime` within call window; `Retain` flips
- `Non-Exclusive Limit Test_002` — mirror for
`NonExclusiveLimitAlarmType`
- **Server fixes** in
`Stack/Opc.Ua.Core.Types/State/AcknowledgeableConditionState.cs`,
`Quickstarts.Servers/Alarms/AlarmHolders/*`, and `AlarmNodeManager` for:
Comment propagation, Retain clearing, TransitionTime updates, and a
dedicated ack-only condition instance
(`AcknowledgeableConditionHolder`).
## Verification
- `dotnet build UA.slnx` — **0 errors**, 42 pre-existing warnings.
- `dotnet test Tests/Opc.Ua.InformationModel.Tests` filtered for the new
+ master `StateMachineGeneratesEvent` / `BaseInfoServer` /
`BaseInformation` tests — **6/6 pass**.
- `dotnet test Tests/Opc.Ua.History.Tests --filter AlarmsAndConditions`
— **141/144 pass**; the 3 occasional failures in
`DisableEnableViaTypeAndInstanceMethodNoEventsDuringDisabledAsync` pass
when re-run in isolation, consistent with the known A&C suite CI
flakiness pattern.
## Related Issues
- Fixes#3719
- Fixes#3720
- Fixes#3723
- Fixes#3841
Related: PR #3750 (`cttunit`) carries the same fixes plus the
conformance-test-project versions of the strengthened NUnit tests.
Either this PR or that one will land first; the other should be rebased
afterwards.
## Checklist
- [ ] 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.
- [ ] 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.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.
---------
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
# Description
Adopt
[`System.TimeProvider`](https://learn.microsoft.com/dotnet/api/system.timeprovider)
across the stack so that every place that creates timers, runs duration
math, or schedules periodic work is mockable, deterministic in tests,
and immune to wall-clock changes.
The migration touches Core, Core.Types, Server, Client, PubSub,
Configuration, Gds (server + client), Lds, and the Quickstarts/Console
reference apps. Per-component changes follow the same pattern:
1. Add a `private readonly TimeProvider m_timeProvider;` field.
2. Accept a nullable `TimeProvider? timeProvider = null` as the **last**
constructor parameter (new overload; legacy constructor stays for binary
compatibility and delegates with `timeProvider: null`).
3. Initialise the field with `m_timeProvider = timeProvider ??=
TimeProvider.System;`.
4. Replace `new Timer(...)`, `Stopwatch`, `HiResClock.*`,
`DateTime.UtcNow`-based duration math, and `Task.Delay(delay, ct)` in
timing loops with the matching `m_timeProvider` API (`CreateTimer`,
`GetTimestamp` / `GetElapsedTime`, `GetUtcNow().UtcDateTime`,
`Task.Delay(delay, m_timeProvider, ct)`).
5. Wire the provider through DI: `AddOpcUaServerBuilder` /
`AddOpcUaClientBuilder` register `TimeProvider.System` via
`TryAddSingleton<TimeProvider>()` so tests can swap in
`Microsoft.Extensions.Time.Testing.FakeTimeProvider`.
`HiResClock` itself is kept (so the
`ApplicationConfiguration.DisableHiResClock` schema flag still
round-trips), but **every public member** is now `[Obsolete]` with a
single shared message pointing to the new migration-guide section. The
few internal call sites that still need to set/read `HiResClock` are
wrapped with `#pragma warning disable CS0618`.
### Highlights per component
- **Core / Stack** — `Opc.Ua.Core`, `Opc.Ua.Core.Types`, channel
pipeline (`UaSCBinaryClientChannel`, `ChannelToken`,
`UaSCBinaryChannel`), `ApplicationConfiguration`, certificate
validators, `JwksIssuerKeyResolver`, `TimeProviderExtensions` polyfills
(`GetTimestampMilliseconds`, `GetTickCount`,
`CancellationTokenSource(timeout, timeProvider)`, `Task.Delay(delay,
provider, ct)` polyfill for older TFMs).
- **Server** — session lockout, subscription pipeline
(publish/sample/keep-alive/lifetime), `MonitoredItemQueue`, alarm
sampling rate, `IntervalRunner`, server diagnostics, configuration state
machines, hosted services.
- **Client** — `Session`, managed/V2 subscription engines, reconnect
handlers, channel keep-alive, periodic publishing, complex-type
discovery polling.
- **PubSub** — `IntervalRunner` pipeline, message-receive timers,
MQTT/UDP keep-alive, publishers/readers.
- **Gds / Lds** — `LdsServer`, `LinqApplicationsDatabase` expiry
housekeeping, GDS clients (push, pull), `DirectoryCertificateStore`,
`ConnectionStateMachine`, classic subscription engine.
- **Quickstarts / Console samples** — `SampleNodeManager`,
`ReferenceNodeManager`, `AlarmNodeManager`, `BoilerState`,
`MemoryBufferState`, `PublishedValuesWrites`. Samples resolve via
`(Server as ITimeProviderProvider)?.TimeProvider ?? TimeProvider.System`
so existing ctor signatures stay binary-compatible.
- **Tests** — `Opc.Ua.PubSub.Tests` adds `IntervalRunnerTests`; existing
`SubscriptionTests`, `UaPublisherTests`, and `TestDataSystem` move off
`HiResClock`. Added `Microsoft.Extensions.TimeProvider.Testing` package
for `FakeTimeProvider` (project-load warning surfaces on net48/net472
only — runtime is .NET 8+).
### Migration guide
New section [**Time and Timer abstraction
(`TimeProvider`)**](Docs/MigrationGuide.md#time-and-timer-abstraction-timeprovider)
documents:
- The canonical replacement table (`HiResClock.UtcNow` →
`timeProvider.GetUtcNow().UtcDateTime`, `HiResClock.TickCount64` →
`timeProvider.GetTimestamp()`, `new Timer` → `timeProvider.CreateTimer`,
`Task.Delay(delay, ct)` → `Task.Delay(delay, timeProvider, ct)`, …).
- The `TimeProvider? timeProvider = null` + `??=` constructor pattern.
- DI wiring and how to swap in `FakeTimeProvider` in tests.
- Before/after snippets for `HiResClock.TickCount64`,
`HiResClock.UtcNow`, and `new Timer(...)`.
## Related Issues
- Fixes#2458
## 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.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.
# 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.
## Proposed changes
Implements **OPC UA Part 11 (Historical Access)** end-to-end via a clean
**provider model** that lets servers back historizing variables with any
time-series storage engine. A reference-quality **in-memory engine**
ships in `Opc.Ua.Server` so getting started requires no extra packages.
The implementation replaces the legacy `HistoryArchive` /
`HistoryDataReader` / `HistoryFile` / `IHistoryDataSource` files
(removed from `Quickstarts.Servers/TestData/`) with a stack-level Part
11 surface.
### What's new
- **Server provider model** in `Libraries/Opc.Ua.Server/Historian/`:
- Umbrella `IHistorianProvider` + narrow capability interfaces
(`IHistorianDataProvider`, `IHistorianModifiedProvider`,
`IHistorianAtTimeProvider`, `IHistorianProcessedProvider`,
`IHistorianAnnotationProvider`, `IHistorianEventProvider`,
`IHistorianTransactionalProvider`).
- `HistorianDispatcher` — routes HistoryRead / HistoryUpdate (raw,
modified, at-time, processed, events, annotations) including
event-`WhereClause` evaluation via the framework's `FilterEvaluator`,
audit-event reporting, and continuation-point lifecycle.
- `HistorianProviderRegistry` with Node → Namespace → Default
precedence; surfaced via `IHistorianRegistryProvider` on
`ServerInternalData`.
- Fluent `HistorianBuilder`
(`server.UseHistorian().UseInMemory().Historize(...).RegisterAsDefault()`).
- Lazy `HistoricalDataConfigurationType` companion installer
(`OnPopulateBrowser`-attached).
- `ServerSystemContext` now exposes `IServerInternal Server { get; }` so
infrastructure code stops relying on the per-NM `SystemHandle`.
- **In-memory reference engine** (`InMemoryHistorianProvider`) — raw,
modified, processed via framework fallback, at-time via framework
fallback, annotations, events, transactional batches.
- **Client surface** in `Libraries/Opc.Ua.Client/Historian/`:
- `HistoryClient` with `IAsyncEnumerable<DataValue>`
raw/modified/at-time/processed/annotation reads (transparent
continuation-point handling and `try/finally`-based release on iterator
abandonment).
- `session.Historian()` extension.
- Capability discovery (`GetServerCapabilitiesAsync`,
`GetConfigurationAsync`).
- **Node-manager wiring** through both `AsyncCustomNodeManager` and
`CustomNodeManager2` (sync-via-dispatcher).
- **Capability rollup** — `DiagnosticsNodeManager` populates the
server-wide `HistoryServerCapabilities` as the union of registered
providers' `GetCapabilitiesAsync(NodeId.Null, ...)` (runs whether the
node was loaded from the predefined nodeset or freshly created; fully
async).
- **Audit-event reporting** for HistoryUpdate (gated on
at-least-one-success):
`AuditHistoryValueUpdateEventType`,
`AuditHistoryAnnotationUpdateEventType`,
`AuditHistoryRawModifyDeleteEventType`,
`AuditHistoryAtTimeDeleteEventType`, `AuditHistoryEventUpdateEventType`,
`AuditHistoryEventDeleteEventType`.
- **ReferenceServer + TestData** historize sample variables through the
new pipeline (replaces the deleted legacy `HistoryArchive`).
- **Comprehensive developer documentation** in
`Docs/HistoricalAccess.md` (~657 lines): server-developer guide,
provider-author guide, client-developer guide, capability discovery,
auditing, limitations/roadmap.
### Tests
| Suite | Files | Tests |
| --- | --- | --- |
| Server unit (Opc.Ua.Server.Tests/Historian) | dispatcher,
event-dispatcher, registry, in-memory provider, transactional provider,
concurrency, coverage, event-filter target | **34** passing |
| Client integration (Opc.Ua.Client.Tests/Historian) |
`HistoryClientIntegrationTests` over the live `ReferenceServer` via
`ServerFixture` | **4** passing |
| AOT (Opc.Ua.Aot.Tests/HistoryAotTests) | positive assertions against
historized `Scalar_Static_Int32` (read raw, read processed/Average) |
**2** passing |
### Local validation
- `dotnet build UA.slnx -c Release` → **0 errors**.
- All historian / client integration / AOT history tests **green**.
### Hardening applied post-internal-review
- `DiagnosticsNodeManager.RollUpHistorianCapabilitiesAsync` — true async
(no more `.GetAwaiter().GetResult()` on the startup path).
- `HistoryClient` raw/modified/details readers — `try/finally` releases
the in-flight continuation point on `break`/exception/cancellation; also
detects malformed-server empty-page loops.
- `ReportAudit*` helpers gated on `HasAnyGood(...)` — audit events do
not fire when every per-value op failed.
- `ServerSystemContext` ctors throw
`ArgumentNullException(nameof(server))` at the boundary.
- `HistorianEventFilterTarget.IsTypeOf` logs a one-shot warning when
`IFilterContext.TypeTree` is null (degrades safely instead of silently).
- `InMemoryHistorianProvider.ReadEventsAsync` snapshots under lock,
filters outside (cuts lock-hold time).
- `TryRestoreContinuation` rejects cross-wired continuation points
(different `NodeId`).
- Processed-read framework fallback capped at 100 000 buffered outputs
(`BadTooManyOperations` when exceeded).
- ReferenceServer / TestData seeding is async-awaited /
`Task.Run`-bridged to escape any captured `SynchronizationContext`.
## Related Issues
- Fixes #
## Types of changes
- [x] Bugfix (non-breaking change which fixes an issue)
- [x] Enhancement (non-breaking change which adds functionality)
- [x] Test enhancement (non-breaking change to increase test coverage)
- [ ] Breaking change
- [x] Documentation Update
> The deletion of legacy
`Applications/Quickstarts.Servers/TestData/HistoryArchive*` is a
refactor of sample code only; the public stack surface is purely
additive.
## Checklist
- [x] I have read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf).
- [x] I ran tests locally with my changes, all passed.
- [ ] I fixed all failing tests in the CI pipelines.
- [ ] I fixed all introduced issues with CodeQL and LGTM.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added necessary documentation (`Docs/HistoricalAccess.md`).
- [x] Any dependent changes have been merged and published in downstream
modules.
## Further comments
The provider model is intentionally minimal and orthogonal — providers
opt into specific Part 11 features by implementing one or more of the
narrow capability interfaces, and the dispatcher type-tests the concrete
provider at runtime. This keeps the bundled `InMemoryHistorianProvider`
simple while making it trivial for vendors to plug in their own
time-series database.
A few items remain explicitly deferred (documented in
`Docs/HistoricalAccess.md` *Limitations and roadmap*):
`HistoricalEventConfigurationType` auto-install for event notifiers,
audit-event `OldValues` fidelity (would require read-before-write across
update sites), true streaming processed-read continuation (the framework
fallback is bounded by the 100 k cap; native
`IHistorianProcessedProvider` providers already get arbitrary paging).
These are on-demand items, not gaps in the mandatory Part 11 surface.
Drive the solution to zero warnings / zero errors with analyzers on,
promote the consistently-fixed rules to error, and lock in coverage
on the only line of new logic.
* 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.
* Add OPC UA Part 17 (Alias Names) support
Server-side: pluggable IAliasNameStore + thread-safe InMemoryAliasNameStore, AliasNameStoreRegistry (live dispatcher, surfaces through optional IAliasNameStoreRegistryProvider on ServerInternalData), AliasNameNodeManager (standalone CustomNodeManager2; defaults to SecurityAdmin-only mutations on SignAndEncrypt channels), AliasNameMethodDispatcher bridging generated typed FindAlias/FindAliasVerbose/Add/Delete *MethodState.OnCallAsync handlers, AliasNameWildcardMatcher (Part 4 §7.40 Like operator with proper escape handling), and a DiagnosticsNodeManager partial that late-binds the standard well-known Aliases (i=23470), TagVariables (i=23479) and Topics (i=23488) FindAlias methods plus Aliases.LastChange through the registry.
Client-side: AliasNameClient (OpenStandardAliases/TagVariables/Topics + arbitrary category root) covering all four Part 17 methods, sub-category enumeration and ReadLastChangeAsync. Hardcoded method-id fast-path for standard categories; cached TranslateBrowsePaths resolution for custom ones. Service-level errors map to typed exceptions (UnauthorizedAccessException / NotSupportedException). AliasNameResolver (IAsyncDisposable) gives a name->NodeId cache with forward and reverse lookup; default refresh is Manual with opt-in AutoOnLastChange polling that compares VersionTime on inequality (wrap-safe).
Reference server: registers an InMemoryAliasNameStore for the standard TagVariables + Topics categories with sample seeds (TIC101_Setpoint, TIC101_PV, FIC202_Flow, Pump1_Status, Heater_Power, MultiRefAlias, ServerEvents, AuditEvents) so the standard well-known FindAlias methods return data through the DiagnosticsNodeManager late binder.
Tests: 45 server-side cases (wildcard matcher, in-memory store, registry, node manager) plus 11 mocked-session client cases and 4 end-to-end integration cases against a live ReferenceServer over a real OPC UA channel. All 60 tests pass; full solution builds clean across net472/net48/netstandard2.1/net8.0/net9.0/net10.0.
Docs: Docs/Part17AliasNames.md plus a link from Docs/README.md.
* 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
* Enhance role-based access control and add permission tests
- Improve ValidateRolePermissions logic and add ILogger support for detailed access denial logging
- Expand default roles (add AuthenticatedUser, TrustedApplication)
- Refine RoleBasedIdentity to merge roles and avoid duplicates
- Set UserIdentity default GrantedRoleIds to Anonymous
- Fix MasterNodeManager PrepareValidationCache
- Add comprehensive unit tests for role permission validation and logging
* Fix GDS self-admin role: restore NodeId.Null in GrantedRoleIds for ApplicationSelfAdmin
The RoleBasedIdentity constructor was filtering out roles with null RoleIds
(!role.RoleId.IsNull), which broke the GDS ApplicationSelfAdmin mechanism.
The GDS OnAddSelfAdminUserRolePermissions relies on GrantedRoleIds.Contains(NodeId.Null)
to detect self-admin users (since GdsRole.ApplicationSelfAdmin has RoleId = ExpandedNodeId.Null).
Also remove unused System.Data using statement.
Agent-Logs-Url: https://github.com/OPCFoundation/UA-.NETStandard/sessions/3db86efa-c6d6-4e63-947f-156a88210b58
Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
* fix build
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Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
* feat: add TrustedApplication role assignment per OPC UA Part 3 §4.9
- Add Role.TrustedApplication static property to RoleBasedIdentity.cs
- Add SessionManager.AddMandatoryRoles protected virtual method that assigns
TrustedApplication role when session has a ClientCertificate and uses
MessageSecurityMode.Sign or SignAndEncrypt (per OPC UA Part 3 §4.9)
- Call AddMandatoryRoles in ActivateSessionAsync after identity resolution
- Add ObjectIds.WellKnownRole_TrustedApplication to s_kWellKnownRoles in
DiagnosticsNodeManager.cs
- Add TrustedApplicationRoleTests.cs with 7 unit tests (mock-based) and
1 integration test covering positive and negative cases
Agent-Logs-Url: https://github.com/OPCFoundation/UA-.NETStandard/sessions/86ac791b-5af2-48c6-96f9-19838dfbbde0
Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
* fix: update test assertion messages to use 'should' phrasing per codebase conventions
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* fix: traverse identity chain in GDS AuthorizationHelper for wrapped RoleBasedIdentity
The TrustedApplication role wraps effectiveIdentity in a new RoleBasedIdentity,
which broke GDS SelfAdmin privilege checks that did `is GdsRoleBasedIdentity`.
- Add InnerIdentity property to RoleBasedIdentity to expose the wrapped inner identity
- Update both CheckSelfAdminPrivilege overloads in AuthorizationHelper to traverse
the identity chain, so GdsRoleBasedIdentity is found even when wrapped
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Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
* refactor: use WithAdditionalRoles virtual method to preserve identity type when adding mandatory roles
- InnerIdentity on RoleBasedIdentity is now protected (not public)
- Add public virtual WithAdditionalRoles() to RoleBasedIdentity so subclasses
can preserve their concrete type when additional roles are layered on
- GdsRoleBasedIdentity overrides WithAdditionalRoles to return a new
GdsRoleBasedIdentity with ApplicationId preserved
- SessionManager.AddMandatoryRoles calls WithAdditionalRoles when the identity
is already a RoleBasedIdentity, so GdsRoleBasedIdentity stays as-is
- AuthorizationHelper reverted to original simple 'is GdsRoleBasedIdentity'
check (no chain traversal needed)
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Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
* fix: treat BadRequestInterrupted as expected transient error in ConnectionStabilityTest
During secure channel renewal with a short token lifetime (10s), in-flight
write requests can be interrupted with BadRequestInterrupted. This is expected
behavior during the channel transition and should not count as a test failure.
Added a specific catch clause for ServiceResultException with BadRequestInterrupted
that logs it as informational rather than adding to the error list.
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Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
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Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
Co-authored-by: Roman Ettlinger <romanett98@gmail.com>
- implement RequestQueue using Channels
- add event load test
- add event integration test verifying event from server object is received
- fix Client Reconnect Test
- fix DiagnosticsNodeManager not creating RootNotifier for Server object
- add Benchmarks for MonitoredItem.QueueEvent
- add serveral UnitTest for DiagnosticsNodeManager
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
* 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
* Use Interfaces Introduced with 1.5.378
Refactor to use interfaces for node managers and server
Replaced concrete types with interfaces (e.g., IMasterNodeManager, ICoreNodeManager, IDiagnosticsNodeManager, IConfigurationNodeManager, IServerBase) across method signatures, properties, and internal structures to improve abstraction and flexibility.
* Refactor CoreNodeManager to be Based on CustomNodeManager2
* Add Test
* Add INodeManager3 with role permission validation
Introduce INodeManager3 interface extending INodeManager2, adding synchronous role permission validation methods. Update all node manager interfaces and classes to use INodeManager3. Extend IAsyncNodeManager with async permission validation methods and update adapters for sync/async bridging. Deprecate FindNodeInAddressSpace in favor of new async FindNodeInAddressSpaceAsync. Refactor MonitoredNode2 to use thread-safe collections and locking for monitored items. Enhance event reporting with security and permission checks. Update constructors and documentation to reflect new interfaces and best practices.
* Implement AsyncCustomNodeManager
* fix comment
* fix
* Add tests
* fix
* Implement better locking strategy
* fix
* Add more tests
* Add tests
* Add tests
* Add Tests
* cleanup
* cleanup
* Add tests that verifies for AnalogItemState the instrument range is checked brefore writing
* only assign new NodeID in default factory if NodeId isNull
* Run all tests also with sampling groups
* Add Docs
* cleanup
* Add chaos test
* fix test
* Use Interfaces Introduced with 1.5.378
Refactor to use interfaces for node managers and server
Replaced concrete types with interfaces (e.g., IMasterNodeManager, ICoreNodeManager, IDiagnosticsNodeManager, IConfigurationNodeManager, IServerBase) across method signatures, properties, and internal structures to improve abstraction and flexibility.
* Refactor CoreNodeManager to be Based on CustomNodeManager2
* Add Test
* fix
* Use Interfaces Introduced with 1.5.378
Refactor to use interfaces for node managers and server
Replaced concrete types with interfaces (e.g., IMasterNodeManager, ICoreNodeManager, IDiagnosticsNodeManager, IConfigurationNodeManager, IServerBase) across method signatures, properties, and internal structures to improve abstraction and flexibility.
* [Server] Refactor CoreNodeManager to be based on CustomNodeManager2 (#3552)
* Refactor CoreNodeManager to be Based on CustomNodeManager2
* Add Test
* Revert "[Server] Refactor CoreNodeManager to be based on CustomNodeManager2 (#3552)"
This reverts commit bb1d868c81.
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.
This change adds a **new Opc.Ua.Types** nuget that contains core types that do not rely on generated code. Why the name? Because almost all code that was in the Types subfolder is part of it, and because we do not want to change the name of the Opc.Ua.Core nuget/assembly because code relies on it. Any other name like base or bootstrap felt out of place due to the current structure already defining the name "types". Key design is to depend on only a small set of libraries with limited transitive dependencies, that includes hashcode, logging.abstraction, and for non standard20 builds System.Text.Json (needed for localizedText mul parsing). Also, key is to support .netstd 2.0 to support source generators and to allow removal of EEC_SUPPORT defines by removing std2.0 from core and all libraries.
The changes are mostly restructuring, and thus small but contain some key changes:
- **Status code** struct now comes with a Symbol field, which is used to carry symbols in case the code is not generated. Currently (until generated) the status code struct must be manually created with a symbol or the ToSymbolicId extension must be called in the core project. Future will generate Status code constants just like NodeId that contain the symbol which also removes the reflection-based lookup. Several tests needed to be adjusted as they checked the status code symbol strings instead of the code.
- **Core identifiers** are copied as they were needed for code to compile, that includes attributes, a subset of status codes and node identifiers. These will never change so no need to generate them.
- The types folder now contains **encoders**, except for json which is still in core. Once the json encoder is ported to system.text.json it will also be included and Newtonsoft.Json dropped as dependency (-> #3329).
- Since types relies on **IOperationContext** and **ISystemContext**, and these export IUserIdentity which relies on crypto, these were split and extended in core with ISessionOperationContext and ISessionSystemContext, which mean changes to ServerSystemContext and introduction of SessionOperationContext and SessionSystemContext classes that extend OperationContext and SystemContext. Some runtime checks in the server are therefore needed to get at the session and auth info, however, those are anyway optional fields and are not on the critical paths, and thus a type check is in order (and was done in the past already, but against OperationContext class).
- **Manifest resources** are now split between Core (nodeset zip, some generated resoures) and Types (built in bsd/xsds). This needs to be revisited later if the bsd/xsd need to be regenerated during type generation. Note that the embedded resource names changed as a result. Since these are only used internally and do not constitute public API this feels reasonable vs duplication of resources in 2 assemblies.
- Reflection however now needs to load not just the built in **encodeables** from Opc.Ua.Types assembly, but also the generated encodeables from Opc.Ua.Core assembly. For this a new helper Utils method was added to get the Core assembly when linked against Opc.Ua.Core otherwise null.
- Whatever utils methods needed to be split out into the new Opc.Ua.Types assembly, they are now in **CoreUtils** static class in Opc.Ua.Types, and Utils.xxxx forwards to them to ensure minimal changes. Later we would want to obsolete them in favor of CoreUtils, although it might make sense to split them again into domain specific utilities, such as networking, files, etc
* Refactor for robustness and async improvements
Refactored code to enhance robustness and maintainability by enabling nullable reference types and using `async`/`await` for asynchronous operations. Updated exception handling to use `BadNotConnected()` for more accurate error states. Removed unused code and improved test files to align with these changes. Introduced `OpenInternalAsync` for better channel management and handled on-demand connection creation in `SendRequestAsync`.
* Obsolete APM
* Remove WCF remainders, channel clean up and initial cut at Channel factory
* Clean up copyright notice formatting
* Make connect async in Socket and abstract bindings for easier testing
* Fix unit tests
These changes enhance robustness, maintainability, and correctness of channel and task management.
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Co-authored-by: Roman Ettlinger <romanett98@gmail.com>
- Allow setting ReturnDiagnostics on the session factory to ensure the diagnostic settings are part of "Create" also. Set them to SymbolicIdAndText by default.
- Better logging in unit tests, now also logs to progress including exception traces, also prefixes SERVER and TEST on console to attach the logs to the server or client side.
- GDS client stability improvements to ensure client reliably reconnects between calls when connection is lost.
- Do not dispose the application certificate when it is updated from GDS client to avoid existing sessions to crash with CryptographicException. This needs more improvements later on because it is rather hacky today.
- Remove the certificate cache in CertificateFactory (as per discussion and agreement) which allowed re-enabling the older UserIdentity API
- Logging improvements here and there to analyze issues in unit tests better
* Refactor string usage for secrets (#394)
Strings are immutable and the lifetime of secrets can not be controlled.
Use byte[] or char[] instead of strings for secrets, which can be erased
after use.
* Clear pw
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Co-authored-by: Martin Regen <7962757+mregen@users.noreply.github.com>
* Enable Durable Subscriptions (#9)
* [Server] Durable Subscriptions (#2683)
* Implement a system test for DurableSubscriptions (#2839)
* Client Side
Co-authored-by: ALTERNATE-DEV\Archie <archie@dreamsandadventures.ca>
* make a static Method CalculateRevisedQueueSize
* Adress review feedback
* fix FilterRetainTests
* Add MonitoredItem Id to Queues
Use NodeIdDictionary where possible
* first proto
* fix reference server
* implement store
* initialize early
* fix issues
* Move to Reference Server & start implementing queue restore
* Persist queues
* Register queues in factory after restore
* Add Docs
* minor fixes
* Test Subscription Restore & Transfer
* fix Durable Subscription Test Browse
* Fix conversion of extension objects
* use CustomConverter for NumericRange
* Adress review Feedback
* Documentation improvements
* Update Readme
* update sampling group manager to work without session
* remove launch settings
* Enable Durable Subscriptions (#9)
* [Server] Durable Subscriptions (#2683)
* Implement a system test for DurableSubscriptions (#2839)
* Client Side
Co-authored-by: ALTERNATE-DEV\Archie <archie@dreamsandadventures.ca>
* make a static Method CalculateRevisedQueueSize
* Adress review feedback
* fix FilterRetainTests
* Add MonitoredItem Id to Queues
Use NodeIdDictionary where possible
Test the array nodes for proper access
* Revert "Bump NunitXml.TestLogger from 3.1.20 to 4.0.254 (#2691)" to fix test ci issue
This reverts commit d967bd5277.
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Co-authored-by: Martin Regen <mregen@microsoft.com>
Fix warnings regarding localization, CLS compliance, performance. No functional changes.
Many but not all adressed:
CA1859
CA1868
CA1305
CA1310
CA1861
- based on the discussion, use IFormatProvider where appropriate in ToString
- move IUserDatabase + RoleBased Identity into standard Server
- subclass SystemConfigurationIdentity from RoleBased Identity for backward compatibility
- add OPC UA Spec Defined Roles to the RoleBasedIdentity
