# Description Remove stock phrasing and correct misleading or inconsistent technical documentation. The initial two passes covered 367 Markdown files, followed by an interactive review of 169 editorial flags. The U5 interpretation originally deferred in that review has since received the upstream Mantis answer recorded by #4843; remaining server/spec follow-ups stay explicit in the CTT log. - Correct package responsibilities, migration steps, API names, ownership, protocol descriptions and links. Keep bundled migration guides synchronized. Preserve historical conclusions as historical records with separate re-check notes. - Provide at least two rendered TOC levels throughout `docs/`. Convert appropriate architecture figures to Mermaid without changing code examples, transcripts or historical quotations. - Address the October 19 feedback with concrete setup/migration instructions, corrected certificate paths and PubSub names, shorter repeated caveats, consistent XML comments, and a full review of the Concepts guide. Retain #4839's API corrections. - Integrate #4841's runtime/performance guidance and review incoming/recent prose. Preserve dated measurements rather than claiming new benchmark runs; clarify allocation ratios, startup-only processor settings, JIT warm-up and the benchmark commit's scope. Missing raw measurement artifacts and repeat ranges remain tracked by #4842. - Merge master through `e8c5d800a` in `32c6394b7`. Resolve the CTT log conflict using the updated Mantis states and OPC answers, retaining historical framing and re-checks for C28/C32/C43. - Address the latest naming/index feedback in `adb5bf693`: rename the guides to `docs/WotCon.md` and `docs/WotNodeSetConversion.md`; move the provider and DataType-declaration contracts into the conversion guide and remove `docs/WoT.md`. Rename `samples/DI` to `samples/Di` and `samples/Isa95` to `samples/ISA95`. Add content-index READMEs to Di, FluentApi, ISA95, Lds and PubSub; update solution entries, project references, Docker/CI paths, test fixture paths and documentation links with exact casing. **WoT guide scope.** This branch retains the detailed conversion guide that #4758 had replaced with an anchor stub. Conversion limits, verified document sets, preservation rules and provider ownership now live together in `WotNodeSetConversion.md`; binding/runtime guidance remains in `WotBindings.md` and `WotCon.md`. The design-rationale/test-ledger prose was shortened, the oversized argument-table cell moved into its section, and existing anchors preserved. **SDK policy is a separate, explicit user-directed change.** `global.json` sets a stable minimum of `10.0.400`, `rollForward: latestMajor`, and `allowPrerelease: false`. Newer major SDKs are permitted; CI's explicit SDK pins are unchanged. README, GettingStarted, DeveloperGuide and Recycling instructions reflect the possible analyzer differences. The image-contract regression fix accepts compatible stable SDK images instead of requiring exact equality with the floor. The latest four rename/index threads are resolved after publication. Three older threads remain open: universal obsolete-removal timing, unconditional nonce-strength wording, and a blanket Vision NativeAOT claim. Existing implementation/evidence constraints are explained in their inline replies. The two-level TOCs remain as requested. ## Validation - `git diff --check` and staged diff checks: passed. The untouched upstream AutoID NodeSet retains its provenance bytes, including two existing license-header trailing spaces. - `.\.azurepipelines\validate-migration-plugin.ps1`: passed; 15 bundled migration documents and manifests synchronized. - Documentation/path validation: **101** documents retain two rendered TOC levels (**2,228** entries), with idempotent formatting. **52** new relative links and their anchors passed exact-case checks. No tracked references to the old guide/sample paths remain. Both relocated provider-contract sections are preserved in the destination. - `dotnet sln UA.slnx list`: passed; shows the renamed Di/ISA95 projects and the existing FluentApi/Lds/PubSub projects. Updated solution and pump ProjectReference paths also passed exact-case existence checks. - Latest focused commands, run from the repository root: ```powershell # Passed: 61 channel send-order and reconnect tests. dotnet test tests\Opc.Ua.Core.Tests\Opc.Ua.Core.Tests.csproj -p:CustomTestTarget=net10.0 --filter 'FullyQualifiedName~UaSCBinaryChannelSendOrderTests|FullyQualifiedName~TcpReconnectKeyAgreementTests' --verbosity minimal # Passed: 5 pump datasheet tests; builds the renamed pump sample. dotnet test tests\Opc.Ua.Di.Tests\Opc.Ua.Di.Tests.csproj -p:CustomTestTarget=net10.0 --filter 'FullyQualifiedName~PumpDatasheetConformanceTests' --verbosity minimal # Passed: 4 repository NodeSet path/round-trip tests, including the moved pump models. dotnet test tests\Opc.Ua.Types.Tests\Opc.Ua.Types.Tests.csproj -p:CustomTestTarget=net10.0 --filter 'FullyQualifiedName~RepositorySourceSurvivesSerializedLinkedPartitionsAsync' --verbosity minimal # Passed: build, zero warnings/errors. dotnet build samples\ISA95\MinimalIsa95Server\MinimalIsa95Server.csproj -p:CustomTestTarget=net10.0 -f net10.0 --verbosity minimal # Passed: dependent sample-test project build, zero warnings/errors. dotnet build tests\Opc.Ua.WotCon.Samples.Tests\Opc.Ua.WotCon.Samples.Tests.csproj -p:CustomTestTarget=net10.0 -f net10.0 --verbosity minimal ``` Earlier focused integration checks passed 2,620 tests across AutoID, event queues/scheduling, source generation, MCP/package profiles and WoT. Both reviewed Mermaid diagrams rendered locally without network access. These checks are not a full solution run. The full solution has **not** been rerun for this review. Earlier `dotnet test UA.slnx -p:CustomTestTarget=net10.0 --verbosity quiet` did not pass: three AOT projects rejected VSTest and 20 Vision tests failed during graphics initialization with `OutOfMemoryException`. Remaining long-running tests were stopped at the user's request. A focused Vision rerun passed 558 tests and reproduced those 20 failures. The earlier `dotnet test UA.slnx -p:CustomTestTarget=net48 --verbosity quiet` was blocked by the former SDK pin and was not retried after the policy change. The user approved proceeding with those limitations documented; current remote CI is not claimed green. ## Related Issues - Follow-up #4842 tracks the requested 2.0.2+ benchmark/tuning and diagnostic-tool documentation refresh. #4841 supplies documentation and earlier results, not all newly requested measurements. - #4758 explains the conversion guide's earlier consolidation; the current provider contracts are now consolidated into `WotNodeSetConversion.md`. - #4839 supplies the reviewed API corrections; #4843 supplies the updated CTT issue record. - The original prose cleanup and SDK policy were user-requested without a source issue. No new runtime architecture is introduced by these documentation edits. ## Checklist _Put an `x` in the boxes that apply. You can complete these step by step after opening the PR._ - [ ] 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. - [ ] 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. - [ ] 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. --------- Co-authored-by: Roman Ettlinger <romanett98@gmail.com> Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
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Support of the TAP (Task Asynchronous Pattern) for server operations
The OPC UA .NET Standard stack has long supported asynchronous server
operations through the APM (Asynchronous Programming Model). APM uses
IAsyncResult and the Begin/End pattern. .NET Framework 1.0 introduced
this pattern, which remains supported in .NET 8.0.
The stack also supports TAP for server operations. TAP uses task-based APIs
with async/await and is the recommended pattern for asynchronous server code.
Server applications can implement node managers with TAP to await I/O without blocking a request worker.
The server library provides these TAP features:
- Task-based
RequestQueueandTransportListenerCallback - Generated code and
MasterNodeManagersupport Task-based operations. - The
IAsyncNodeManagerinterface supports fully asynchronous node managers. AsyncNodeManagerAdapterandSyncNodeManagerAdapterlet synchronous and asynchronous node managers run side by side.
Contents
- Upgrading an existing server
- Async method calls
- AsyncCustomNodeManager
Upgrading an existing server
- Update
INodeManager.CreateMonitoredItemsto support the newMonitoredItemIdFactory. AsyncCustomNodeManageris the recommended base class for fully asynchronous node managers; see AsyncCustomNodeManager.- Keep using
CustomNodeManager2and implement the asynchronous interfaces your server needs:IAsyncNodeManagerfor full async supportICallAsyncNodeManagerfor async method callsIReadAsyncNodeManagerfor async readingIWriteAsyncNodeManagerfor async writingIHistoryReadAsyncNodeManagerfor async history readIHistoryUpdateAsyncNodeManagerfor async history updateIConditionRefreshAsyncNodeManagerfor async condition refreshITranslateBrowsePathAsyncNodeManagerfor async translate browse pathIBrowseAsyncNodeManagerfor async browsingISetMonitoringModeAsyncNodeManagerfor async monitoring mode changesITransferMonitoredItemsAsyncNodeManagerfor async monitored item transferIDeleteMonitoredItemsAsyncNodeManagerfor async monitored item deletionIModifyMonitoredItemsAsyncNodeManagerfor async monitored item modificationICreateMonitoredItemsAsyncNodeManagerfor async monitored item creation
MasterNodeManagerdetects which asynchronous interfaces a node manager implements. It uses an asynchronous implementation when available and otherwise falls back to the synchronous implementation.
- The server supports fully asynchronous node managers that implement
IAsyncNodeManager. Register one withStandardServer.RegisterNodeManager(IAsyncNodeManagerFactory).IAsyncNodeManager.SyncNodeManageris required for compatibility; pass the node manager toSyncNodeManagerAdapterto provide it.
Async method calls
CustomNodeManager2 supports asynchronous method callbacks. Implement
IAsyncNodeManager on your node manager to enable them. Generated method
state classes expose asynchronous callbacks such as
UpdateCertificateMethodState.OnCallAsync; the server uses these callbacks
when the node manager implements the interface. For a generic method handler,
use MethodState.OnCallMethod2Async.
AsyncCustomNodeManager
AsyncCustomNodeManager is the recommended base class for building fully async, TAP-native node managers.
Unlike the older CustomNodeManager2, it implements IAsyncNodeManager directly rather than
INodeManager3. This has two practical consequences:
- All virtual methods are
async ValueTask-returning from the start, so there is no boilerplate wrapping of synchronous code insideTask.Runor similar helpers. - The
SyncNodeManagerproperty (required byIAsyncNodeManager) is satisfied automatically: the constructor callsthis.ToSyncNodeManager()and stores the resultingINodeManager3adapter. Callers that still require anINodeManager3reference (e.g. legacy subscription code) use that adapter; the node manager itself never needs to implement the synchronous interface.
Registering an AsyncCustomNodeManager
Use the IAsyncNodeManagerFactory overload of StandardServer.RegisterNodeManager:
server.RegisterNodeManager(context =>
new MyAsyncNodeManager(server, configuration));
Async browse iteration
Every hook a custom node manager overrides is awaitable, including browse
operations. AsyncCustomNodeManager.BrowseAsync and
TranslateBrowsePathAsync iterate an INodeBrowser with
NextAsync(CancellationToken) instead of Next(). A browser can therefore
fetch data from an underlying system asynchronously. For example, it can
retrieve references from another server without occupying a request worker
with a blocking call. The default NextAsync wraps Next(), so the browsers
provided by the stack and existing custom browsers continue to work.
See NodeManagers.md
for the browser contract.
Locking strategy vs CustomNodeManager2
The synchronous CustomNodeManager2 service paths use coarse-grained manager
synchronization. AsyncCustomNodeManager instead coordinates writes and
monitored-item management with awaitable semaphores while leaving node-state
synchronization inside NodeState.
The following describes the implementation, not locks that application callers should acquire. Use the manager's service, lifecycle, and fluent APIs so operation admission, cancellation, and disposal remain coordinated.
1. Global write semaphore — m_writeSemaphore
The manager serializes its Write service operations through an awaitable semaphore. Read operations do not acquire it. The semaphore does not turn external updates or several attribute accesses into a transaction; use the node APIs for state access.
2. Monitored-item semaphore — m_monitoredItemSemaphore
A second SemaphoreSlim(1, 1) serializes monitored-item management
operations. It keeps subscription state consistent without blocking reads
or writes. The semaphore protects:
- create, modify, and delete operations
- monitoring-mode changes
- event subscriptions and condition refresh
- monitored-item transfers
3. Per-node locking for read and attribute access
Reads do not acquire a manager-wide lock. NodeState synchronizes attribute and
collection access internally; the async manager awaits ReadAttributeAsync so that
asynchronous value handlers can complete without blocking a thread.
Do not use lock (node) or lock (handle.Node). Those monitors do not coordinate
with the node's private locks and cannot protect its state. Use the node's attribute,
child, and reference APIs instead. Individually synchronized operations do not form
an atomic multi-attribute transaction.
See the threading contract for nodes and browsers for supported operations, snapshot boundaries, and browser ownership.
| Concern | CustomNodeManager2 |
AsyncCustomNodeManager |
|---|---|---|
| Address-space reads | Manager synchronization | Internally synchronized node APIs |
| Write service operations | Manager synchronization | Awaitable write serialization |
| Monitored-item management | Manager synchronization | Awaitable monitored-item serialization |
| Awaiting asynchronous handlers | Use the asynchronous path | Supported by asynchronous operations |
| Implemented interface | INodeManager3 |
IAsyncNodeManager |
Monitored-item manager selection
The constructor accepts an optional useSamplingGroups flag:
// Default: change-triggered (MonitoredNodeMonitoredItemManager)
public MyNodeManager(IServerInternal server, ApplicationConfiguration config)
: base(server, config) { }
// Opt-in: timer-based sampling (SamplingGroupMonitoredItemManager)
public MyNodeManager(IServerInternal server, ApplicationConfiguration config)
: base(server, config, useSamplingGroups: true) { }
MonitoredNodeMonitoredItemManager(default): node value changes are propagated to subscribers immediately by awaitingNodeState.ClearChangeMasksAsyncafter every successful write (see Fully asynchronous change notifications). No background threads are created per subscription.SamplingGroupMonitoredItemManager: a background timer thread samples the current node value at the negotiatedSamplingInterval. Write changes are not pushed immediately; instead the next scheduled sample detects and delivers them. Choose this mode when the data source produces values independently of OPC UA write requests (e.g. hardware polling).
Fully asynchronous change notifications
AsyncCustomNodeManager sends value changes and events to monitored items
through an asynchronous push path. This path does not block a thread when a
node uses an asynchronous value-read handler or when the per-node notification
channel applies back-pressure.
The per-node channel admits two pending notifications behind the active consumer. Each notification retains its enqueue-time attribute values, including large structures and subscriber-specific copies. Producers asynchronously wait when that bound is reached; accepted data changes and events are preserved in order rather than discarded. Await the asynchronous reporting APIs so a slow consumer cannot accumulate thousands of retained snapshots.
Subscriber-specific access checks use values captured for that subscriber at enqueue time. A subscriber joining behind an already queued change does not inherit the reporter's denied value when no value was captured for the new subscriber. It receives its initial value and subsequent changes instead. The dispatcher does not reread the node for that notification, because a reread could return a later value. Subscribers denied access receive the corresponding error. Captured subscriber-specific values also retain their session and identity attribution. Attaching or transferring an item before dispatch cannot make it inherit an older owner's captured value or unauthenticated access-denied result.
NodeState exposes asynchronous counterparts of its change-notification API alongside the existing synchronous members:
| Synchronous | Asynchronous |
|---|---|
ClearChangeMasks(context, includeChildren) |
ClearChangeMasksAsync(context, includeChildren, ct) |
OnStateChanged / StateChanged |
OnStateChangedAsync / StateChangedAsync |
ReportEvent(context, e) |
ReportEventAsync(context, e, ct) |
OnReportEvent |
OnReportEventAsync |
These additions do not break existing synchronous callers or sinks.
MonitoredNodeMonitoredItemManager wires the asynchronous sinks. After a
successful write, AsyncCustomNodeManager.WriteAsync flushes changes by
awaiting handle.Node.ClearChangeMasksAsync(...).
The asynchronous sink reads each monitored attribute through
NodeState.ReadAttributeAsync. When registered, an asynchronous
OnReadValueAsync or OnSimpleReadValueAsync handler supplies the value. The
sink then enqueues that snapshot through the bounded per-node channel and
awaits completion. It reads the value before enqueueing the change, so each
notification captures the node value at the time of the change. Awaiting both
operations keeps the producing thread from blocking.
The synchronous ClearChangeMasks and ReportEvent methods also drive the
asynchronous sinks. They complete inline when the node is synchronously
readable and the channel has capacity. They block the calling thread only
while an asynchronous read is in flight or the channel is full. Synchronous
node managers continue to work without changes, but may block in those two
cases.
Each monitored item's queue controls overflow and discard behavior,
including FIFO/LIFO DiscardOldest and the Overflow status bit. The shared
per-node channel does not drop notifications. As a result, the configured
queue policy applies to the full stream of changes.
Creating a custom node manager
Derive from AsyncCustomNodeManager and override only the virtual methods you need:
public class MyNodeManager : AsyncCustomNodeManager
{
public MyNodeManager(IServerInternal server, ApplicationConfiguration config)
: base(server, config, "http://my.org/UA/Data/")
{
}
public override async ValueTask CreateAddressSpaceAsync(
IDictionary<NodeId, IList<IReference>> externalReferences,
CancellationToken cancellationToken = default)
{
await base.CreateAddressSpaceAsync(externalReferences, cancellationToken)
.ConfigureAwait(false);
// build your nodes here
var myVar = new BaseDataVariableState(null);
myVar.NodeId = new NodeId("MyVar", NamespaceIndex);
myVar.Value = 42;
await AddNodeAsync(SystemContext, default, myVar, cancellationToken)
.ConfigureAwait(false);
}
}