Files
UA-.NETStandard/docs/Profiles.md
Marc SchierandCopilot 138086863b Fix audit findings and review regressions across the OPC UA stack (#4503)
## Scope

Audit fixes and review follow-ups across the OPC UA Core, Client,
Server, transport, and redundancy components. This includes implemented
Tier 1, Tier 2, and Tier 3 work; it does not claim that every item in
the 244-finding audit backlog is complete.

The review batch fixes mandatory full-key record protection and owned
plaintext buffers; transactional pending-certificate claims;
shared-channel nonce and certificate ownership; discovery and
token-policy validation; reconnect/callback ordering without changing
unbounded buffering defaults; server permissions, filters,
monitored-item lifetime, and alarm topology; historian paging,
retention, and annotations; atomic user/password metadata; and canonical
file identities with bounded alias and role refresh workers.

## Review-batch verification at `ab686ccae`

The following results come from fresh test builds using `dotnet test`,
`--no-restore`, `-m:1`, and an explicit `CustomTestTarget`. They replace
the earlier description's library-build/`--no-build` totals, which did
not establish the state of the merged test sources.

| Scope | Target | Passed | Skipped |
|---|---|---:|---:|
| Core review regressions | net10.0 | 827 | 0 |
| Client and lifecycle regressions | net10.0 | 630 | 0 |
| Server review regressions | net10.0 | 1970 | 0 |
| Redundancy Server / Client / PubSub | net10.0 | 276 / 10 / 11 | 0 |
| Sessions / file-and-alias / streaming / HTTPS-WSS integration |
net10.0 | 8 / 21 / 30 / 20 | 0 |
| Core review regressions | net48 | 786 | 39 |
| Client recovery and policy regressions | net48 | 54 | 0 |
| Server ownership, aliases, queues, and user-state regressions | net48
| 137 | 0 |

Every listed run exited successfully. The 39 net48 skips are existing
platform/capability cases. New key-agreement tests assert
unavailable-policy behavior on unsupported targets rather than adding
skips or pretending those targets performed an unsupported handshake.
Additional exact node/permission/filter/alarm checks passed 13 Core and
46 Server cases.

The PR-scoped formatter verification covers 26 projects and 389
non-generated C# files. A Roslyn syntax audit covers 53 changed
interfaces and 263 members, with no missing
parameter/type-parameter/return contracts and a 120-column limit for
their declarations and documentation. No full-solution,
all-target-framework, or NativeAOT matrix is claimed from these local
runs; the new CI run must establish its own result.

## CI follow-up at `e1bc3ac3b`

The follow-up fixes the failures reported by Azure build 18400. TLS
certificates retain configured DNS names, including mixed-case URI
schemes, without relaxing hostname validation. Reverse-WSS fixtures use
the DNS identity in the client certificate. Reconnect completion is
published only after cycle cleanup, so a subsequent reconnect cannot
join an old completed cycle and retain old certificates.

Certificate-alarm roots now support event subscriptions. The pump sample
has one continuous notifier path, with no duplicate shortcut. Historian
and aggregate fixtures share the provider's retention clock. Alarm
collection lets the server expire idle Publish requests rather than
canceling only the client wait. The corrected server, WoT, and
managed-session fixtures exercise valid requests and initialized
lifecycle contracts. Downlevel crypto tests preserve real credential and
key-ownership assertions without enabling unsupported raw-ECDH policies
or adding skips.

Fresh local evidence after integration includes:

| Scope | Target | Passed | Skipped |
|---|---|---:|---:|
| Client lifecycle / channel ownership / builder fixtures | net10.0 and
net48, each | 96 / 103 / 123 | 0 |
| Combined server lifecycle, events, aggregates, crypto, and contracts |
net48 | 358 | 0 |
| Full lifecycle plus certificate-alarm and aggregate fixtures | net10.0
| 116 | 0 |
| Final server-contract and history-routing delta | net10.0 and net48,
each | 84 | 0 |
| Subscription / XRegistry / WoT event regressions | net10.0 | 7 / 2 / 3
| 0 |
| Full Sessions project | net10.0 | 780 | 379 |
| Full ComplexTypes project / downlevel resolver fixtures | net10.0 /
net48 | 2854 / 15 | 0 |
| Full WoT project / downlevel structured-write fixtures | net10.0 /
net48 | 1496 / 27 | 0 |
| TLS domain-name regressions | net10.0 and net48, each | 21 | 0 |

All listed runs exited 0. The Sessions skips come from existing endpoint
and policy capability guards; they are not counted as passes. No skip
was added. Worker validation also covered full DI (426 passes), full
History (540 passes, 21 existing skips), 38 exact downlevel
event/history failures, and 60 repeated certificate-rotation race cases.
The final crypto fixtures passed 73 cases on each target with the
unchanged leak detector; a temporary premature-disposal mutation made
all three borrower tests fail and was then removed.

All 29 C# files in this follow-up pass included-file formatting at info
severity across 12 projects. The complete PR interface audit now covers
54 interfaces and 271 members with zero missing contracts or line-width
findings. No full-solution or NativeAOT matrix is claimed. New-head CI
has started and remains authoritative for the remote result.

## Test-result gate follow-up at `4b6e1203a`

Azure build 18401 reported the net48 Client job as successful despite a
test-host crash after only 264 passing tests. Its old evaluator counted
per-test failures but ignored the failed run verdict. This was a partial
run, not a benign exit after the suite had completed.

The shared result evaluator now rejects aborted, errored, incomplete,
malformed, or inconsistent TRX reports. Each file must describe a
completed run, so a passing file cannot mask another file's failure. It
retains support for completed runs followed by a benign nonzero host
exit, existing skipped-result conventions, and no-TRX MTP jobs.

All 78 regression cases pass after integration using Windows PowerShell
5.1. Real completed Sessions and Client reports also pass. The
process-test fixture follows the existing NET10_0-only tools-test
pattern; its net48 build is not counted as a test run. Formatting passes
for the added test file.

The Client host crash itself has not reproduced locally. The isolated
fixture passed 59 tests, and two fresh full fast-CI selections each
completed with 2,392 passes and three existing skips, including a run
with crash collection enabled. The CI merge tree is identical to the
tested source tree. No speculative runtime change was made, and the
original partial CI run is not claimed as a full-suite pass. Azure build
18402 has now completed the full net48 Client run: 2,392 passed, three
existing console skips, and a successful test-host exit. The corrected
evaluator independently validated outcome=Completed. Across the matrix,
119 test-project jobs succeeded; Sessions net10.0 was canceled when the
remote provider deprovisioned its runner, so the overall Azure pipeline
was canceled. That cancellation is not claimed as a code failure or a
successful run. CodeQL and three Docker image jobs were still running at
the latest check. The migration discovery failure remains separate.

## Documentation follow-up at `57ed02bea`

The environment blocker has been removed by the maintainer. The three
bundled migration references now exactly match the canonical documents
after deterministic link rewriting; all 15 bundled documents pass
`validate-migration-plugin.ps1`. The canonical migration prose was not
rewritten. `FileSystemClient.md` now documents that extended Windows
roots preserve literal trailing-dot names, completing the filesystem
review follow-up.

The filesystem thread has been replied to and resolved after
publication. The review pass now has 108 of 110 threads resolved. The
two explanation-only threads remain open as requested; no unfinished
change request is being represented as resolved.

## Cross-platform follow-up at `0d9d936a8`

With migration discovery restored, the Linux and macOS test matrix
exposed two stale durable-subscription expectations. The expected value
83,442 encoded the old 32-bit overflow when converting 3,600 hours to
milliseconds. The existing overflow-safe server correctly returns
14,400,000 lifetime intervals at a 900 ms publishing interval. Only
those two expected constants changed; production behavior,
negotiated-hour checks, and all other assertions remain unchanged.

The exact local lifetime selection reproduced both failures before the
correction. The full durable suite now passes 36 cases with 11 existing
skips on each of net10.0 and net48. All four lifetime cases executed and
passed on both targets, and included-file info-severity formatting
passes.

## Session shutdown follow-up at `8daf7f091`

A late net48 Sessions failure exposed a shutdown race. Canceling an
in-flight keepalive read can produce a transport
`ServiceResultException`. The retiring worker treated its own
cancellation as proof that the peer was unavailable, so `CloseAsync` or
`DisposeAsync` could skip the server-side `CloseSession` request. The
worker now ignores that service error only when its own token is
canceled; genuine peer errors still update liveness.

The full integration fixture reproduced the original error-code
mismatch. Four deterministic mock-transport cases then produced three
failures and one passing genuine-error control before the fix. They
verify successful close, returned server error, asynchronous disposal,
and unchanged behavior for a real keepalive failure. Fresh related runs
pass 75 client and 101 integration cases on each of net48 and net10.0,
with no skips. Ten repetitions of the formerly flaky full net48 fixture
pass all 1,010 cases. All three changed files pass info-severity
formatting, and temporary diagnostic instrumentation was removed.

## Atomic listener snapshot follow-up at `82dc22b5d`

Ubuntu Core CI exposed an unsafe formatter rewrite in TCP listener
disposal: `ConcurrentDictionary.ToArray()` had become a collection
spread. A concurrent channel removal between the spread's count and copy
operations could leave a default entry, causing a null dereference
during disposal. The listener now uses the dictionary's atomic `Values`
snapshot and disposes those channels outside the listener lock.

Deterministic regressions close zero, one, or all channels at the copy
boundary. Before the fix, the one/all-removal cases reproduced the exact
null dereference; the unchanged-count control passed. All 23
admission/listener cases now pass on net10.0 and net48, and the full
fast Core net10.0 suite passes 5,267 cases with 88 existing platform
skips. Both changed files pass info-severity formatting. A bounded audit
of the formatter's other snapshot rewrites found no further verified
unsafe concurrent-registry copies.

## Shutdown-test observation follow-up at `58403ee8b`

The net48 shutdown-order test raced its own observation: it read
`m_publishWorkerTask` after starting shutdown, which can legitimately
drain the worker and clear that field immediately. The test now captures
the worker before shutdown starts and confirms it is initially running.
It still requires the worker to finish while shutdown remains blocked by
the held manager semaphore. Production behavior is unchanged.

A temporary scheduling perturbation reproduced the exact null-field
failure. The corrected capture passed 100 perturbed iterations; both the
temporary repeat and yield were then removed. The final 126
subscription/lifecycle cases pass on each of net48 and net10.0, and
formatting passes. A complete local Sessions net10.0 run also passed 780
cases with 379 existing capability skips in 7m20s after the earlier
keepalive correction.

## Retirement and alias-startup follow-up at `1a048ff39`

The shadow-generation test now observes its documented asynchronous
cleanup through the existing bounded helper. Removing the replacement
does not join a background drain that already claimed the retired
generation. The test still checks live-registration removal immediately
and requires the old node to disappear; no timeout or production
lifecycle behavior changed. All 81 lifecycle cases pass on each of
net10.0 and net48.

Initial alias-node materialization now retries one timed-out, read-only
snapshot query before creating nodes for that root. The retry is logged
through source-generated logging. Each query retains the original shared
100 ms deadline; repeated timeouts, other errors, and cancellation still
abort startup. Client searches and live refresh do not gain this
immediate retry. Fault-injection tests cover success after one timeout,
a persistent timeout, a different store failure, and cancellation. All
187 related alias/hosting cases and the original certificate-rotation
integration case pass on each target; the positive test records exactly
one retry warning. The alias documentation now accurately describes the
shared request budget.

All changed C# files pass formatter checks, and the complete
54-interface/271-member documentation audit passes. Fresh CI is running
on `1a048ff39`; the previous completed matrix exposed only the two
failures corrected in this batch and their dependent summaries.

## Sample endpoint allocation follow-up at `d08a94925`

The strong-cluster test harness allocated OPC UA and Raft endpoints in
separate released-port batches. Uniqueness was enforced only inside each
batch, so the same OS-assigned port could appear in both protocol
groups. The harness now requests one distinct batch for both groups and
splits it before launching any replicas.

Deterministic one- and three-replica allocation cases reproduced
overlapping groups with the old plan and pass with the corrected plan.
The complete 17-case short-haul sample suite passes without skips; all
failover, historian-continuation, and service assertions remain
unchanged. Both changed files pass info-severity formatting. This
prevents intra-cluster self-collisions but does not claim to reserve
released ports against unrelated external processes.

## Code-review follow-up at `085fd9636`

A review of the complete branch diff found five defects this PR
introduced. All are now fixed, each in its own commit.

`RelatedTo`'s recursive-to-iterative rewrite defaulted the optional
`includeTypeDefinitionSubtypes` and `includeReferenceTypeSubtypes`
operands to `false`. Part 4 §7.7.4 specifies both default to `true`, so
a filter that omitted them silently stopped matching subtypes.
Dynamically created key-credential nodes derived their namespace from
the containing folder, which is the standard `i=18155` node in namespace
0 — the namespace reserved for the OPC UA standard address space; they
now resolve the server-owned namespace and fail with `BadInternalError`
rather than guessing index 1. The retained audience-less
`CreateTokenData` overload produced tokens that verification always
rejects, so it is now `[Obsolete]` and throws instead. A failed
reference to a remote parent left the new node registered with a
one-sided inverse reference, and is now rolled back. An existing `.pfx`
is restricted before it is rewritten, rather than after its new key
bytes are on disk.

One further reported finding was rejected after investigation.
`JwksIssuerKeyResolver` deliberately does not dispose retired key
snapshots: `RetiredKeysAreCollectibleWhileResolverRemainsAliveAsync`
proves the resolver retains no retired snapshot, and
`ReturnedKeysSurviveRepeatedRefreshAndResolverDisposalAsync` requires
already-returned keys to keep verifying across refreshes and resolver
disposal. Adding disposal would have broken that tested contract, so the
exploratory change was reverted.

Validated on net10.0 and net48: 256 Core and 633 Server cases pass, with
one pre-existing net48 skip. The build reports zero compiler and
analyzer diagnostics, all eight included-file info-format checks pass,
the contract audit covers 58 interfaces and 310 members with no
findings, and the 15 bundled migration documents validate. All 122
review threads are resolved; the key-credential namespace thread was
reopened to retract an earlier incorrect answer and then resolved
against the real fix.
## Review-body follow-up at `da0d59cfb`

The re-review at `8daf7f091 + 82dc22b5d` listed four items in its
summary that had no inline thread of their own, so they had not been
picked up. All four are now fixed.

Both event-dispatch permission gates had been tightened from not-Bad to
`IsGood`, which silently dropped events whose permission verdict is
Uncertain; the data-change path in the same file still treated Uncertain
as deliverable, so the two had diverged. `EventSourceRegistry` only
cleared `ConsecutiveFailures` when a source was deactivated, so a source
that had backed off to the 30-second cap kept that delay for the rest of
the process even after starting successfully.
`UserNameIdentityTokenHandler` built a temporary issuer chain whose
`Add` calls take independent certificate references, and never released
them.

The fourth was the receiver-side sequence rollover, which the reviewer
had correctly re-flagged as still open despite its thread being
resolved. `m_sequenceRollover` was set permanently, so the second legal
wrap on a long-lived channel was rejected and faulted the channel along
with the transport-reconnect OPN. OPC 10000-6 does not cap a
SecureChannel at one wrap. The flag is now cleared once an accepted
number has traversed the normal range, which keeps rejecting a replayed
low number that never left the rollover window.

Validated on net10.0 and net48: 636 / 593 Core cases and 135 / 134
Server cases pass, including the new
`UaSCBinaryChannelSequenceRolloverTests` and the Uncertain-permission
delivery cases. The build reports zero compiler and analyzer diagnostics
and the changed files pass included-file info-format checks on both
targets.

The previous head `085fd9636` was fully green: 279 checks passed and
Azure build 18414 succeeded with 137 of 137 jobs, after the platform
automatically retried a job whose NuGet tool download had hit a
transient TLS error.
## Reported issues #4508 and #4509 at `6ad1ecf16`

**#4508 (V2 subscription recreate deadlocks against a faulted transport)
was not yet fixed and is now closed by `bac260a06`.** Both drain sites
the report identifies were still unbounded. A publish worker that
started its request before the quiesce parks inside the service call on
the channel ready gate while holding an active publish request; the
recreate that would make the channel ready is the very operation
awaiting the drain, so the wait never ends.

The drain now cancels in-flight attempts through a per-attempt token
linked to the worker token. An aborted worker rolls its acknowledgements
back, releases the request and returns to the paused park instead of
terminating, so it resumes when the caller leaves the quiesce. Publish
ingress stays quiesced for the caller's operation, so
`DropPendingForSubscription` keeps the guarantee the report asks to
preserve and no blind timeout is added. The new regression parks a
worker on a cancellable gate that never completes on its own: it
reproduces the hang for the full 30-second budget before the change and
passes after it.

**#4509 (identity provider fails the initial connect) was already fixed
for its primary symptom.** `HandleConnectAsync` materializes the
provider's identity through `CreateIdentitySelectionContext` before the
first `CreateAsync`, so Anonymous is no longer substituted against a
UserName-only endpoint. `6ad1ecf16` adds the two remaining details from
the report: the enabled-policy set now includes the negotiated channel
policy, so a client cannot reject the policy it already accepted as
`NotEnabledByClient`; and when discovery has not populated the
endpoint's token policies the connect keeps the configured identity so
the attempt fails at the transport layer for the reconnect policy to
retry, instead of failing at the identity layer.

Validated on net10.0 and net48: 477 / 473 client session and
subscription cases pass, the build is free of compiler and analyzer
diagnostics, and the changed files pass included-file info-format checks
on both targets. The full `Opc.Ua.Sessions.Tests` suite also passes
locally on net10.0 with 782 passed and 379 pre-existing capability
skips.

GitHub checks are green on this head: Build and Test .NET 10.0, Docker
Sample Images CI, and NuGet Publish all succeeded. Azure build 18417
completed 134 of its 135 jobs successfully; its net10.0 Sessions job was
cancelled by the hosted-agent provider ("Received request to
deprovision"), the same infrastructure flake that hit build 18409
earlier on a head predating these changes. That job is not claimed as
passing, and the local full-suite run above covers the same project. The
previous head `da0d59cfb` completed Azure build 18415 with every job
succeeded.
## Review follow-up at `a08f0c12b`

Eleven new review threads arrived, nearly all documentation. Before
acting on each "this is new in 2.0" remark I checked the API against
`master378` rather than assuming, because a genuine 1.5 API still needs
its migration entry.

`ManagedSession`'s server-redundancy refresh had two hard-coded
two-second bounds. The new `ServerRedundancyOptions` exposes
`RefreshTimeout` for the metadata read and `PeerDiscoveryTimeout` for
each peer lookup, defaults both to the previous two seconds, validates
that a bound is positive or `Timeout.InfiniteTimeSpan`, and flows
through `ManagedSessionOptions`, `ManagedSession.CreateAsync`, the
fluent builder, and `DefaultServerRedundancyHandler`.

`AsyncCustomNodeManager` and `KeyCredentialBridgeAuthenticator` are both
absent from `master378`, so their obsolete members had no compatibility
constraint and are removed rather than carried:
`AsyncCustomNodeManager.ReadInitialValue`, the audience-less
`CreateTokenData` that only threw, and the audience-less `CreateProof`
that produced a proof no server accepts.
`CustomNodeManager2.ReadInitialValue` and the `MonitoredNode2` migration
section are genuine 1.5 APIs and are untouched.

The documentation now states master's behaviour instead of the delta
from 1.5.378, with each moved item already covered under
`docs/migrate/2.0.x/`. `IHistorianAnnotationProvider` is described by
its annotation-time key rather than as "legacy" — it is new in 2.0, so
the label implied a compatibility constraint that does not exist. The
KeyCredential bridge payload's `"version"` field is explained as a
vendor-extension format version with no OPC UA counterpart, and its
version-1 upgrade narrative is gone. `CertificateManager.md`'s migration
walkthrough is replaced by the resolver API it targets.
`NodeManagers.md`, `Sessions.md`, `AsyncServerSupport.md`,
`Certificates.md`, and `Profiles.md` no longer announce features
relative to 1.5. `Benchmarks.md`, `WhatsNewIn2.0.md`,
`DeveloperGuide.md`, and `docs/migrate/` keep their 1.5.378 references,
which are their subject.

CI then exposed a defect this batch introduced: five fixtures resolve
`ManagedSession`'s private constructor by its exact positional parameter
types, so the added parameter compiled cleanly but made `GetConstructor`
return `null` at run time. `7df1d5c40` updates every site;
`Redundancy.Client` passes 126 of 126 and the affected client fixtures
112 of 112.

The BouncyCastle question is answered and tracked in #4510:
`Opc.Ua.Core` already project-references `Opc.Ua.Security.Certificates`,
which already carries the conditional BouncyCastle reference, so the
raw-ECDH polyfill belongs there rather than as a new Core dependency.
The `IUserDatabase` metadata question is addressed to another maintainer
and is deliberately left open.

## Reported issue #4509 follow-up at `5d4d13d63`

The reporter verified `6ad1ecf16` and found one case still failing,
correctly. The empty-token-policies branch kept the configured identity
so a server that is down surfaces a transport failure rather than an
identity error. A provider-only configuration has no configured
identity, so it kept `null`: `OpenCoreAsync` turned that into Anonymous
and `OpenValidateIdentity` rejected it with `BadIdentityTokenInvalid`,
silently ignoring the configured provider.

The branch now requires a configured identity to defer to. Without one
the provider is consulted, so its own `BadIdentityTokenRejected` names
the offered and rejected policy set instead. Two regression tests cover
both configurations; the first fails against the previous behaviour by
reaching the session factory with a `null` identity, which is the exact
step that produced the reported error. That branch had shipped without a
test, which is why the case was missed.

## Review and CI status at `5d4d13d63`

**All actionable review threads are resolved: 132 of 133.** The single
open thread is a question the reviewer addressed to another maintainer
about moving user metadata into `IUserDatabase`; it is left open for
them rather than resolved silently. Every resolved thread carries a
reply naming its fix commit.

**Latest-head CI is green on `5d4d13d63`: 279 checks passed, zero
failed, zero pending**, with one conditional signed-package publishing
job skipped. Local validation for this batch: the full
`Opc.Ua.Client.Tests` suite passes 2,430 of 2,430 on net10.0,
`Opc.Ua.Redundancy.Client.Tests` 126 of 126, and `Opc.Ua.Server.Tests`
590 of 590 for the affected selections. Both net10.0 and net48 build
clean for `Opc.Ua.Client`, `Opc.Ua.Server`, and the changed test
projects, and all changed files pass included-file info-severity
formatting on both targets.

The PR remains open; no merge was performed. As stated at the top, this
does not claim that every item in the 244-finding audit backlog is
complete.
## Latest CI follow-up at `b6f2dfa43`

Azure build 18442 exposed a net48 compile regression in the Kafka
adapter: `RuntimeHelpers.GetUninitializedObject` is unavailable on .NET
Framework. Commit `2cf1e0eed` now uses normal `ProducerMessage`
construction on `NETFRAMEWORK` while retaining reflection-based
construction for modern targets that can load a different Dekaf runtime
asset. The exact net48 CI selection passes 92 of 92 tests, and the
netstandard2.1 adapter guard selection passes 11 of 11.

After merging the latest `master`, GitHub Actions run 35643592139 is
green. The initial Ubuntu Core.Schema job built successfully and passed
160 of 160 tests, then hit an external 403 while finalizing its
test-result artifact; its failed-job rerun completed successfully. Azure
build 18451 was canceled when its remote provider deprovisioned the
net10.0 Sessions runner (`Received request to deprovision: The request
was cancelled by the remote provider`). Azure attached no test task log
or source error, and the canceled parent left that child check stale as
in-progress. No source workaround, test skip, or check relaxation was
made for either infrastructure failure.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 68f26810-22b8-476f-abcd-0a8c82d6e208
2026-09-22 09:10:58 +02:00

32 KiB

OPC UA Profiles and Facets Support

This document describes which OPC UA Profiles and Facets are implemented in the OPC UA .NET Standard Stack, and where in the codebase / documentation each one lives.

Overview

The OPC UA .NET Standard Stack is a reference implementation that targets OPC UA specification version 1.05.07. The stack has been certified for compliance through an OPC Foundation Certification Test Lab and is continuously tested for compliance using the latest Compliance Test Tool (CTT).

The stack ships full server- and client-side support for: Part 9 (Alarms & Conditions), Part 11 (Historical Access) + Part 13 (Aggregates), Part 16 (State Machines), Part 17 (Alias Names), Part 18 (Role Management), Part 20 (File Transfer), Part 100 (Device Integration / Software Update), OPC 10100-1 (WoT Connectivity), OPC 40001-1 (Industrial Automation), OPC 40010-1 (Robotics), and the Local Discovery Server. See What's New in 2.0 for the broader change narrative.

The canonical list of all OPC UA profile and facet URIs is maintained by the OPC Foundation at https://profiles.opcfoundation.org/. Where this document hyperlinks a URI, that URI is the same string the reference server advertises in ServerProfileArray; URIs not yet present in a shipping config are referred to by name and the reader should consult the OPC Foundation registry for the canonical URI form.

Server Profiles

The reference server (samples/Reference/ConsoleReferenceServer) advertises the following profiles in its ServerProfileArray:

Core Server Profiles

  • Standard UA Server Profile (2017) — The core OPC UA Server profile that includes:
    • Basic server capabilities
    • Discovery services
    • Session management
    • Subscription management
    • MonitoredItem services
    • View services (Browse, BrowseNext, TranslateBrowsePathsToNodeIds)
    • Attribute services (Read, Write, HistoryRead, HistoryUpdate)
    • Query services

Functional Facets

Local Discovery Server (LDS) Profile

The Opc.Ua.Lds.Server library plus the ConsoleLdsServer reference application implement the Local Discovery Server. The LDS application advertises the Local Discovery Server 2017 Facet (see samples/Lds/ConsoleLdsServer/Lds.Server.Config.xml).

Additional facets supported by the implementation (beyond the default advertised set)

Beyond the seven facets advertised by default in the reference server's ServerProfileArray, the master branch implements the following facets in the SDK. They can be enabled per-application by registering the corresponding NodeManager and, where applicable, adding the matching URI to ServerProfileArray (consult https://profiles.opcfoundation.org/ for the canonical URI string before claiming a facet):

  • Alarms and Conditions (Part 9) — Full server-side implementation with latched / silenced / out-of-service alarms, alarm groups, a suppression engine, and rate metrics. The reference server's AlarmNodeManager exposes a working sample. See Alarms and Conditions.
  • State Machine (Part 16) — StateMachineBuilder and the FluentFiniteStateMachineState extensibility in src/Opc.Ua.Server/StateMachines/. The reference server's BoilerStateMachineState is an end-to-end sample. See State Machines.
  • File Access (Part 20) — Server-side FileSystemNodeManager + IFileSystemProvider in src/Opc.Ua.Server/FileSystem/. The reference server enables it via the EnableFileSystemNodeManager option. The matching System.IO-style client lives in FileSystemClient.
  • Node Management (Part 4 service set) — INodeManagementAsyncNodeManager opt-in plus a per-NodeManager AllowNodeManagement gate for AddNodes / DeleteNodes / AddReferences / DeleteReferences. See Node Management.
  • Alias Names (Part 17) — AliasNameStore and the optional AliasNameNodeManager for AliasNameCategory / FindAlias / FindAliasVerbose / AddAliasesToCategory / DeleteAliasesFromCategory / LastChange. The reference server wires the standard Aliases and Topics nodes via ConfigureAliasNameStore. See Alias Names.
  • WoT Connectivity (OPC 10100-1) — Opc.Ua.WotCon / Opc.Ua.WotCon.Server / Opc.Ua.WotCon.Client library trio for surfacing OPC UA servers as Web-of-Things Thing Descriptions. See WoT Connectivity.
  • Device Integration (Part 100) — Opc.Ua.Di / Opc.Ua.Di.Server / Opc.Ua.Di.Client library trio, including the lock service and the software-update package store. See Device Integration and Software Update.
  • Relative Spatial Location and Global Positioning (Parts 210 and 211) — Opc.Ua.Positioning / Opc.Ua.Positioning.Server / Opc.Ua.Positioning.Client implement the released RSL and GPOS models, including RSL spatial lists and model changes plus the GPOS GlobalPosition, GlobalLocation, and Zones conformance units. See Positioning.
  • Robotics (OPC 40010-1) over Industrial Automation (OPC 40001-1) — Opc.Ua.Robotics / Opc.Ua.Robotics.Server / Opc.Ua.Robotics.Client library trio implementing the released Robotics 1.02 model over IA and Device Integration, with validated fluent topology builders for motion device systems, controllers, motion devices, axes, power trains, motors, gears, drives, safety states, and task controls. See Robotics.
  • Role Management (Part 18) — Server-side role administration plus a pluggable identity-provider model for anonymous, username, X.509, and token-issuer flows. The server automatically assigns the OPC UA Part 3 §4.9 TrustedApplication role; see also Role-Based User Management.
  • Auditing — The server raises audit events for security-relevant service calls (channel/secure-channel/session/activate/cancel). The audit and redaction APIs are provided by Opc.Ua.Server.
  • Model Change Tracking — Server-side ModelChangeAggregator with auto-emitted GeneralModelChangeEvent from CustomNodeManager; client-side per-node INodeCache.InvalidateNode. See Model Change Tracking.
  • Durable Subscriptions — Subscriptions that persist across reconnects. See Durable Subscriptions.
  • Complex Types — Custom structures and enumerations; see Complex Types.
  • Async server NodeManagers — TAP-based AsyncCustomNodeManager is the recommended base for new NodeManagers, and every NodeManager shipped with the stack has migrated to it. See Async Server Support.
  • Server redundancy (Part 4 §6.6) — AddServerRedundancy(...) publishes the Server.ServerRedundancy object, drives Server.ServiceLevel, and supports every RedundancySupport mode (None / Cold / Warm / Hot / HotAndMirrored / Transparent). Non-transparent modes advertise the NTRS discovery capability and return the peer set from FindServers; RequestServerStateChange supports administrator-driven Maintenance / NoData failover. Opt-in distributed high availability — address-space, session, and subscription mirroring over an in-package CRDT (eventual) or Raft (strong) shared store, plus a Kubernetes deployment — is provided by the Opc.Ua.Redundancy, .Server, .Client, and .Kubernetes packages. See High Availability.

Client Profiles

The client (Opc.Ua.Client) supports the standard UA Client functionality through two coexisting paths:

  • Classic Session — the lowest-level OPC UA session primitive, paired with SessionReconnectHandler for caller-driven reconnect.
  • ManagedSession — recommended for new code. Encapsulates the connection state machine, reconnect policy, and pluggable subscription engine behind a fluent builder. See Sessions, Reconnection, and Subscription Engines.

Client-side feature coverage:

  • Subscriptions and monitored items — Both the classic publish engine and the V2 subscription engine (ISubscriptionManager / DefaultSubscriptionEngine) are supported and selectable per session. The V2 surface includes a declarative + imperative SetTriggering API with N:M support and automatic replay on recreate / reconnect, plus an IStreamingSubscription (IAsyncEnumerable-based) facade for state-machine waits and short-lived monitoring (ManagedSession.DefaultStreaming, TakeUntilAsync / WithTimeoutAsync helpers). See Subscriptions and Monitored Items.
  • Transfer Subscriptions — Subscription transfer between servers; see Transfer Subscriptions. An opt-in SubscriptionRecoveryPolicy lets the client tolerate Good_SubscriptionTransferred notifications from the server.
  • Reverse Connect — Client can accept connections initiated by the server; see Reverse Connect.
  • Model Change Tracking — Client-side per-node cache invalidation driven by server-emitted model-change events; see Model Change Tracking.
  • File System Operations — Async, System.IO-style client over OPC UA file methods; see FileSystemClient.
  • Alarms and Conditions — Typed AlarmClient event records, fluent AlarmEventFilterBuilder, and IAsyncEnumerable alarm streaming via AlarmStreamExtensions; see Alarms and Conditions.
  • Historical Access — HistoryClient (session.Historian()) for raw, modified (including ModificationInfo), at-time, processed (aggregate), annotation, and event history reads / updates; see Historical Access.
  • State Machines — Streaming and read helpers (GetCurrentFiniteStateAsync, ObserveFiniteTransitionsAsync, WaitForStateAsync) on the source-generated *TypeClient proxies; see State Machines.
  • NodeSet Export — Extract a server's address space to NodeSet2 XML; see NodeSet Export.
  • Source-generated typed proxies — *TypeClient proxies for ObjectTypes inside loaded models give strongly-typed method-call signatures; see Source-Generated NodeManagers.
  • Complex types — Decode and consume server-defined structures and enumerations on the client; see Complex Types.

Transport Profiles

The stack implements the following transport profiles:

Client and server transports

  • UA TCP Transport (opc.tcp://) — Primary OPC UA binary transport over TCP.

    • Full UA Secure Conversation (UASC)
    • Binary encoding
    • Reverse-connect capability
  • HTTPS Binary Transport (opc.https:// and https://) — OPC UA binary protocol over HTTPS with TLS.

  • HTTPS JSON Transport (opc.https:// and https://) - OPC UA JSON (compact / reversible) over HTTPS (OPC UA Part 6 §7.4.5)

    • Compact JSON encoding (application/opcua+uajson)
    • TLS/SSL encryption only — no UA SecureChannel layer
    • Restricted to MessageSecurityMode.None; transport security is provided exclusively by TLS
  • WebSocket Secure (UA Binary) (opc.wss:// and wss://) - UA Binary + UASC over secure WebSockets (OPC UA Part 6 §7.5.2, sub-protocol opcua+uacp)

    • Same UASC SecureChannel pipeline as opc.tcp carried over WebSocket binary frames (one frame per MessageChunk)
    • Supports all security modes (None / Sign / SignAndEncrypt)
    • TLS/SSL encryption at the WebSocket layer
  • WebSocket Secure (JSON) (opc.wss:// and wss://) - OPC UA JSON over secure WebSockets (Part 6 §7.5.2, sub-protocol opcua+uajson)

    • Compact JSON encoding per WebSocket text frame
    • TLS/SSL encryption only — no UA SecureChannel layer
    • Restricted to MessageSecurityMode.None
  • HTTPS OpenAPI (opc.https:// and https://) - OPC UA OpenAPI Mapping (Part 6 §G.3) — official OPC Foundation profile/2338, URI http://opcfoundation.org/UA-Profile/Transport/https-uajson-openapi

    • Path-routed REST surface: POST /<service> (e.g. /read, /browse, /createsubscription)
    • Body is the bare <Service>Request / <Service>Response — no {UaTypeId, UaBody} envelope at the HTTPS layer
    • Compact (default, mandatory per §5.4.9) and Verbose JSON flavours selected via the application/json; encoding=compact|verbose media-type parameter
    • TLS/SSL encryption only — no UA SecureChannel layer
    • Restricted to MessageSecurityMode.None
    • Authentication via Anonymous, Bearer JWT, HTTP Basic, or Mutual TLS (see WebApi.md)
    • Server-side discovery emission: HttpsServiceHost emits this sub-profile as a discovery-only twin alongside each SecurityMode.None HTTPS-binary endpoint, so discovery-driven clients can find the OpenAPI endpoint without hard-coding the URL.
    • Shipped as part of the OPCFoundation.NetStandard.Opc.Ua.Bindings.Https package (net8+ only)
    • Surfaced via Profiles.HttpsOpenApiTransport
  • WSS OpenAPI (opc.wss:// and wss://) - OPC UA OpenAPI Mapping over secure WebSockets (Part 6 §7.5.2, sub-protocol opcua+openapi / opcua+openapi+<accesstoken>) — official OPC Foundation profile/2339, URI http://opcfoundation.org/UA-Profile/Transport/wss-uajson-openapi

    • Same on-wire {TypeId, Body} OPC UA JSON envelope as opcua+uajson, multiplexed over WebSocket text frames; distinguished by the negotiated sub-protocol and the advertised TransportProfileUri
    • Bearer-token variant negotiates the access token in the sub-protocol name (no Authorization header — required for browser fetch compatibility); the server extracts the token from the sub-protocol name and feeds it through the standard ISessionlessIdentityProvider pipeline
    • Server-side discovery emission: the WSS factories emit this sub-profile as a discovery-only twin alongside each SecurityMode.None WSS binary endpoint, mirroring the HTTPS OpenAPI emission.
    • Client surface: src/Opc.Ua.Client/WebApi/WebApiWssTransportChannel.cs; fluent shortcut ManagedSessionBuilder.UseWssOpenApiEndpoint(url); DI registration via services.AddWebApiTransportChannel() (registers both HTTPS and WSS WebApi channel factories).
    • Surfaced via Profiles.WssOpenApiTransport

PubSub transports

The PubSub library supports the following PubSub transport facets (URIs surfaced by Profiles.PubSub*Transport constants in src/Opc.Ua.Core/Security/Constants/SecurityConstants.cs). Facet machinery and conformance unit semantics are defined by Part 7 §4.3.

  • PubSub UDP UADP — UDP transport with UADP message encoding.
  • PubSub Ethernet UADP — Ethernet (Layer 2) transport with UADP message encoding (see PubSub transports).
  • PubSub MQTT UADP — MQTT transport with UADP message encoding.
  • PubSub MQTT JSON — MQTT transport with JSON message encoding.
  • Datagram-v2 connection profile — DatagramConnectionTransport2DataType (Part 14 §6.4.1.4) is honoured for UDP transports. The DiscoveryAnnounceRate, DiscoveryMaxMessageSize, and QosCategory fields drive discovery cadence and the IP DSCP TOS byte.
  • PubSub SKS pull / push — Part 14 §8.5.1 / §8.5.2: the AddPubSubSecurityKeyServiceClient extension implements the pull client (calls GetSecurityKeys on a remote SKS), and AddPubSubSecurityKeyServiceServer hosts the in-memory SKS with Get/SetSecurityKeys and AddSecurityGroup methods bound on the address space.
  • AES-128-CTR / AES-256-CTR with HMAC-SHA-256 — Part 14 §8.4.3 message security. Profiles registered as PubSubAes128CtrPolicy / PubSubAes256CtrPolicy; conformance to NIST SP 800-38A F.5.1 / F.5.5 is asserted by the test suite.
  • Anonymous certificate-based MQTT auth — the MQTT transport exposes the MqttClientAuthenticationOptions with the certificate-based variant from Part 14 §6.4.2.2.4.

PubSub additionally supports certificate-based MQTT authentication and considers WriterGroups in MQTT keep-alive calculations.

All transport profiles defined in OPC UA Part 6 §7.4 (HTTPS) and §7.5 (WebSockets) are supported, including the opcua+openapi and opcua+openapi+<accesstoken> WebSocket sub-protocols (Part 6 §7.5.2 Table 81).

Security Profiles

The stack supports the following security profiles for secure communication. The canonical set is defined in src/Opc.Ua.Core/Security/Constants/SecurityPolicies.cs.

RSA-based security policies

  • Basic256Sha256
    • 256-bit AES encryption
    • RSA-OAEP for key encryption
    • HMAC-SHA256 for message authentication
    • Minimum key size: 2048 bits
  • Aes128_Sha256_RsaOaep
    • 128-bit AES encryption
    • RSA-OAEP for key encryption
    • HMAC-SHA256 for message authentication
  • Aes256_Sha256_RsaPss
    • 256-bit AES encryption
    • RSA-PSS signatures
    • HMAC-SHA256 for message authentication

ECC-based security policies

ECC support is documented in detail in ECC Profiles.

Traditional ECC curves

Modern ECC curves (v2.0)

AES-GCM and ChaCha20-Poly1305 variants (v2.0)

Modern AEAD cipher alternatives for traditional ECC curves:

  • ECC_nistP256_AesGcm, ECC_nistP256_ChaChaPoly
  • ECC_nistP384_AesGcm, ECC_nistP384_ChaChaPoly
  • ECC_brainpoolP256r1_AesGcm, ECC_brainpoolP256r1_ChaChaPoly
  • ECC_brainpoolP384r1_AesGcm, ECC_brainpoolP384r1_ChaChaPoly

RSA Diffie-Hellman (v2.0)

  • RSA_DH_AesGcm — RSA Diffie-Hellman key agreement with AES-GCM
  • RSA_DH_ChaChaPoly — RSA Diffie-Hellman key agreement with ChaCha20-Poly1305

Platform requirements for ECC. ECC support is available on .NET Framework 4.8, .NET Standard 2.1, and .NET 5.0 or later. Modern curves (Curve25519, Curve448) and AEAD ciphers (AES-GCM, ChaCha20-Poly1305) require .NET 8.0 or later (AesGcm.IsSupported / ChaCha20Poly1305.IsSupported guard the runtime registration). Not all curves are supported by every OS platform and .NET implementation.

Deprecated security policies

The following security policies are deprecated but still supported for backward compatibility:

Note. SHA-1 signed certificates are rejected by default (RejectSHA1SignedCertificates configuration option). These deprecated policies should only be enabled for compatibility with legacy systems.

Security policy None

  • None — No security.
    • For testing or isolated networks only.
    • Not recommended for production environments.

User Authentication

The stack supports the following user authentication mechanisms:

  • Anonymous — No user authentication.
  • Username / Password — User credentials encrypted using the active security policy.
  • X.509 Certificate — User authentication via X.509 certificates.
  • Issued Token — Includes JSON Web Tokens (JWT) and other IssuerEndpointUrl-driven flows (OAuth2 / OIDC / Entra). The Identity Providers pluggable model (IClientIdentityProvider, IUserTokenAuthenticator, IAccessTokenProvider, ITokenIssuer, IIdentityClaims) is the recommended way to wire these in.

Certificate Types

The stack supports the following certificate types for application authentication:

RSA certificates

  • RsaSha256ApplicationCertificateType — RSA with SHA-256 signatures
    • Default minimum key size: 2048 bits
    • Recommended for production use

ECC certificates

  • EccNistP256ApplicationCertificateType
  • EccNistP384ApplicationCertificateType
  • EccBrainpoolP256r1ApplicationCertificateType
  • EccBrainpoolP384r1ApplicationCertificateType

The RejectSHA1SignedCertificates configuration option (on by default) prevents SHA-1 signed certificates from being accepted. See Certificates and Certificate Manager for storage, ref-counted lifetime, and the segregated-interface design.

Global Discovery Server (GDS)

The stack ships a Global Discovery Server implementation that is full OPC UA Part 12 compliance, including:

  • Application registration and discovery.
  • Pull and Push certificate-management models, including pushing to arbitrary certificate groups and custom certificate groups on the GDS itself.
  • Sub-CA revocation without auto-creating an empty CRL.
  • Support for both RSA and ECC certificate types and CRLs.
  • AuthorizationService (OPC 10000-12 §9) — OAuth2-style StartRequestToken / FinishRequestToken issuance with a pluggable IAccessTokenProvider / ITokenIssuer.
  • KeyCredentialService (OPC 10000-12 §8) — Credential issuance for non-OPC UA services such as MQTT brokers and REST APIs, backed by IKeyCredentialRequestStore / ISecretStore.

See the GDS Developer Guide for the full feature breakdown and hosting integration. The Local Discovery Server is a separate library (Opc.Ua.Lds.Server) and reference application (ConsoleLdsServer) that advertises the Local Discovery Server 2017 facet.

Message Encoding

The stack supports the following message encoding formats:

  • UA Binary — OPC UA binary encoding (primary for UA-TCP and HTTPS).
  • UA XML — OPC UA XML encoding (for configuration import / export and PubSub Dataset XML).
  • UA JSON — OPC UA JSON encoding for PubSub MQTT.
  • UADP — UA Data Protocol for PubSub.

The 2.0 release ships a new JSON decoder / encoder, array / matrix abstractions, and a first-class ByteString type. See the 2.0 migration guide — Encoders and Complex Types for the encoder/decoder migration details and Complex Types for client-side decode of server-defined types.

Specification Compliance

  • OPC UA Specification: Version 1.05.07.
  • Certification: The reference server has been certified for compliance through an OPC Foundation Certification Test Lab.
  • Testing: All releases are verified for compliance using the latest Compliance Test Tool (CTT).
  • Redundancy (Part 4 §6.6): Server and client redundancy are implemented (opt-in) — RedundancySupport, Server.ServiceLevel, non-transparent (ServerUriArray / RedundantServerArray) and transparent (CurrentServerId) modes, RequestServerStateChange, and client-side transparent failover via ManagedSession.WithServerRedundancy(); see High Availability.

Configuration

Server profile configuration

Server profiles are configured in the server configuration file using the ServerProfileArray element. The reference server's default array is:

<ServerConfiguration>
  <!-- see https://profiles.opcfoundation.org/ for the canonical list of profile and facet URIs -->
  <ServerProfileArray>
    <ua:String>http://opcfoundation.org/UA-Profile/Server/StandardUA2017</ua:String>
    <ua:String>http://opcfoundation.org/UA-Profile/Server/DataAccess</ua:String>
    <ua:String>http://opcfoundation.org/UA-Profile/Server/Methods</ua:String>
    <ua:String>http://opcfoundation.org/UA-Profile/Server/ReverseConnect</ua:String>
    <ua:String>http://opcfoundation.org/UA-Profile/Server/ClientRedundancy</ua:String>
  </ServerProfileArray>
</ServerConfiguration>

To advertise additional facets (Historical Access, Aggregates, Alarms & Conditions, File Access, Auditing, NodeManagement, State Machine, etc.) look up the canonical URI for the facet on https://profiles.opcfoundation.org/ and add it to ServerProfileArray. Only advertise a facet that the application genuinely implements — the Compliance Test Tool will exercise every claimed facet. Bringing the reference-server and CTT configs in line with the facets the stack actually implements is tracked in #3875.

Security policy configuration

Security policies are configured in the SecurityPolicies section:

<SecurityPolicies>
  <ServerSecurityPolicy>
    <SecurityMode>SignAndEncrypt_3</SecurityMode>
    <SecurityPolicyUri>http://opcfoundation.org/UA/SecurityPolicy#Basic256Sha256</SecurityPolicyUri>
  </ServerSecurityPolicy>
  <ServerSecurityPolicy>
    <SecurityMode>SignAndEncrypt_3</SecurityMode>
    <SecurityPolicyUri>http://opcfoundation.org/UA/SecurityPolicy#Aes128_Sha256_RsaOaep</SecurityPolicyUri>
  </ServerSecurityPolicy>
  <!-- ECC security policies -->
  <ServerSecurityPolicy>
    <SecurityMode>SignAndEncrypt_3</SecurityMode>
    <SecurityPolicyUri>http://opcfoundation.org/UA/SecurityPolicy#ECC_nistP256</SecurityPolicyUri>
  </ServerSecurityPolicy>
</SecurityPolicies>

See the reference server configuration file for a complete example, or the CTT configuration file for the variant selected by --ctt.

  • What's New in 2.0 — Narrative tour of the 1.5.378 → 2.0 changes, grouped by theme and layer.
  • Migration Guide — Prescriptive, per-API migration reference.
  • Subscriptions and Monitored Items — V2 ISubscriptionManager, declarative + imperative SetTriggering (N:M, replay on recreate / reconnect), and IStreamingSubscription.
  • Async Server Support — TAP-based AsyncCustomNodeManager and the IAsyncNodeManager family.
  • Dependency Injection — services.AddOpcUa() and the IOpcUaBuilder hosting surface.
  • Native AOT — AOT publishing, AOT-clean source generators, and the AOT test matrix.

References