Files
UA-.NETStandard/docs/GDS.md
5899354441 Clarify documentation, migration guidance, and SDK selection (#4823)
# 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>
2026-10-21 10:10:55 +02:00

51 KiB
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OPC UA Global Discovery Server (GDS) — Developer Guide

This package implements the OPC UA Global Discovery Server (GDS) as defined in OPC 10000-12 (Part 12). It provides application registration, certificate lifecycle management (pull and push models), KeyCredentialService, AuthorizationService, and role-based access control.

Topic Document
GDS core (this file) Directory, certificates, push management, roles
KeyCredentialService Credential issuance for non-UA services
AuthorizationService OAuth2-style access token issuance

Contents

Packages

NuGet Package Contents
Opc.Ua.Gds Part 12 and Part 21 model types, node states, identifiers, encodeable types
Opc.Ua.Gds.Server Server-side node managers, providers, authorization, onboarding ticket-store binding
Opc.Ua.Gds.Client Client proxies for GDS, push, KeyCredential, AuthorizationService, onboarding

1. Client API

GlobalDiscoveryServerClient

The primary client for interacting with a GDS. Manages its own session and exposes the full GDS directory and certificate management API.

Both GDS and push clients validate the server certificate against the originally requested endpoint hostname before activating credentials. Discovery cannot replace that destination's identity with an advertised host or transport.

using Opc.Ua.Gds.Client;

// Create and connect
var gdsClient = new GlobalDiscoveryServerClient(appConfig);
gdsClient.AdminCredentials = new UserIdentity("admin", "password");
await gdsClient.ConnectAsync("opc.tcp://gds-host:4840");

// Register an application
var appRecord = new ApplicationRecordDataType
{
    ApplicationUri = "urn:my-app",
    ApplicationType = ApplicationType.Server,
    ApplicationNames = new[] { new LocalizedText("My App") }.ToArrayOf(),
    DiscoveryUrls = new[] { "opc.tcp://my-app:4850" }.ToArrayOf()
};
NodeId appId = await gdsClient.RegisterApplicationAsync(appRecord);

// Request a new certificate (pull model)
NodeId requestId = await gdsClient.StartNewKeyPairRequestAsync(
    appId, default, ObjectTypeIds.RsaSha256ApplicationCertificateType,
    "CN=My App", domainNames, "PFX", null);

// Poll for completion
ByteString cert, privateKey;
ArrayOf<ByteString> issuerCerts;
do
{
    await Task.Delay(2000);
    (cert, privateKey, issuerCerts) =
        await gdsClient.FinishRequestAsync(requestId, default);
} while (cert.IsEmpty);

// Clean up
await gdsClient.DisconnectAsync();

ServerPushConfigurationClient

Client for OPC 10000-12 §7.10 push certificate management on a target server:

Private-key uploads require a confidential, generation-bound dispatch context. A Sign-only channel is rejected before the key is sent, and reconnection cannot redirect the captured operation to another channel. Certificate-only updates retain their non-secret path.

var pushClient = new ServerPushConfigurationClient(appConfig);
await pushClient.ConnectAsync(serverEndpoint);

// Push a new certificate
bool restartNeeded = await pushClient.UpdateCertificateAsync(
    pushClient.DefaultApplicationGroup,
    ObjectTypeIds.RsaSha256ApplicationCertificateType,
    newCertBlob, "PFX", privateKeyBlob, issuerCerts);

if (restartNeeded)
{
    await pushClient.ApplyChangesAsync();
}

// Create a self-signed certificate on the server
await pushClient.CreateSelfSignedCertificateAsync(
    pushClient.DefaultApplicationGroup,
    ObjectTypeIds.RsaSha256ApplicationCertificateType,
    "CN=NewSubject", domainNames);

OPC 10000-21 OnboardingClient

Opc.Ua.Gds ships the generated Opc.Ua.Onboarding model, including the well-known DeviceRegistrar instance and the typed DeviceRegistrarAdminTypeClient. OnboardingClient is the DI-friendly facade for loading and removing encoded tickets:

NodeId registrarId = ExpandedNodeId.ToNodeId(
    Opc.Ua.Onboarding.ObjectIds.DeviceRegistrar_Administration,
    session.NamespaceUris);

var onboarding = new OnboardingClient(session, registrarId, telemetry);
ArrayOf<StatusCode> results = await onboarding.RegisterTicketsAsync(
[
    new ByteString(firstTicket),
    new ByteString(secondTicket)
]);

The public contract follows Part 21: tickets are ArrayOf<ByteString> (EncodedTicket is a ByteString subtype), and the per-ticket results are ArrayOf<StatusCode>.

On the server, load the generated model and bind the standard administration object to an injected ticket store:

NodeStateCollection nodes = new NodeStateCollection()
    .AddOpcUaGds(context)
    .AddOpcUaOnboarding(context);
DeviceRegistrarState registrar =
    nodes.OfType<DeviceRegistrarState>().Single();

registrar.Administration!.BindToTicketStore(ticketStore);

The handlers are asynchronous, pass request cancellation to ITicketStore, and populate the single declared Results output. See the runnable samples/Gds onboarding demo for a secure registrar/client round trip.


2. Server-Side: Building a GDS

Minimal GDS Server

Use GlobalDiscoverySampleServer with dependency injection of your storage backends:

// 1. Create storage backends
IApplicationsDatabase database = JsonApplicationsDatabase.Load(
    "gds-applications.json", telemetry);
ICertificateGroup certGroup = new CertificateGroup(
    gdsConfig.AuthoritiesStorePath, gdsConfig.CertificateGroups);
IUserDatabase userDb = JsonUserDatabase.Load(
    "gds-users.json", telemetry);

// 2. Create the GDS server
// (database implements both IApplicationsDatabase and ICertificateRequest)
var gdsServer = new GlobalDiscoverySampleServer(
    database, database, certGroup, userDb, telemetry,
    autoApprove: true);

// 3. Start via ApplicationInstance
var app = new ApplicationInstance(telemetry)
{
    ApplicationName = "My GDS",
    ApplicationType = ApplicationType.Server,
    ConfigSectionName = "Opc.Ua.GlobalDiscoveryServer"
};
var config = await app.LoadAsync("MyGds.Config.xml");
await app.CheckApplicationInstanceCertificatesAsync(false);
await app.StartAsync(gdsServer);

Using GdsNodeManagerFactory

For embedding GDS into an existing server:

// In your server's CreateMasterNodeManager:
var gdsConfig = configuration.ParseExtension<GlobalDiscoveryServerConfiguration>();
var factory = new GdsNodeManagerFactory(gdsConfig);
additionalNodeManagers.Add(factory.Create(server, configuration));

Extension Points

Every pluggable interface and its purpose:

Interface Purpose Default
IApplicationsDatabase Application registration store LinqApplicationsDatabase / JsonApplicationsDatabase
ICertificateRequest Certificate request lifecycle LinqApplicationsDatabase
ICertificateGroup CA operations (sign, revoke) CertificateGroup
IGdsUserDatabase User store + ApplicationAdmin bindings Implement over LinqUserDatabase
IKeyCredentialRequestStore KeyCredential lifecycle InMemoryKeyCredentialRequestStore
ISecretStore Secret storage for credentials InMemorySecretStore
IAccessTokenProvider Token issuance (AuthorizationService) null (Bad_NotSupported)
IConfigurationDataStore ManagedApplications config persistence InMemoryConfigurationDataStore
IManagedApplicationsNodeManager ManagedApplications folder StubManagedApplicationsNodeManager

3. Implementing Providers

IApplicationsDatabase

Stores registered application records. Must also implement ICertificateRequest for certificate request lifecycle (or provide a separate implementation):

public class SqlApplicationsDatabase
    : ApplicationsDatabaseBase, ICertificateRequest
{
    // ApplicationsDatabaseBase provides Match() and ValidateApplication()
    // Override the abstract CRUD methods:

    public override NodeId RegisterApplication(
        ApplicationRecordDataType application)
    {
        ValidateApplication(application); // call base validation
        return _db.InsertApplication(application);
    }

    public override void UpdateApplication(
        ApplicationRecordDataType application)
    {
        ValidateApplication(application);
        _db.UpdateApplication(application);
    }
    // ... implement remaining abstract methods
}

ICertificateGroup

Implement to use an external CA (EST, ACME, EJBCA, etc.):

public class EstCertificateGroup : ICertificateGroup
{
    public async Task<(Certificate, byte[], CertificateCollection)>
        NewKeyPairRequestAsync(
            ApplicationRecordDataType application,
            string subjectName,
            string[] domainNames,
            string privateKeyFormat,
            string privateKeyPassword)
    {
        // Call your EST server's /simpleenroll endpoint
        // Return (signedCert, privateKey, issuerChain)
    }
    // ... implement remaining interface methods
}

IGdsUserDatabase

Extend IUserDatabase to support the ApplicationAdmin role (OPC 10000-12 §7.2). The GDS sample server automatically detects IGdsUserDatabase during username authentication:

public class MyGdsUserDatabase : LinqUserDatabase, IGdsUserDatabase
{
    private readonly Dictionary<string, List<NodeId>> _appAdminMap = new();

    public IReadOnlyList<NodeId>? GetAdministeredApplicationIds(
        string userName)
    {
        return _appAdminMap.TryGetValue(userName, out var ids)
            ? ids : null;
    }

    // Admin API to grant ApplicationAdmin for specific apps:
    public void GrantApplicationAdmin(
        string userName, IEnumerable<NodeId> applicationIds)
    {
        _appAdminMap[userName] = applicationIds.ToList();
    }
}

IConfigurationDataStore

Persistence backend for ManagedApplications (§7.10.16). The DefaultManagedApplicationsNodeManager uses this to populate ApplicationConfigurationState nodes:

public class FileConfigurationDataStore : IConfigurationDataStore
{
    public async ValueTask<IReadOnlyList<ManagedApplicationInfo>>
        GetManagedApplicationsAsync(CancellationToken ct)
    {
        // Read from config file / database
    }

    public async ValueTask<uint> WriteConfigurationAsync(
        string applicationUri, byte[] data,
        uint currentVersion, CancellationToken ct)
    {
        // Persist with optimistic concurrency check
    }

    public async ValueTask ConfirmUpdateAsync(
        string applicationUri, uint configVersion,
        CancellationToken ct)
    {
        // Mark the configuration as applied
    }
}

4. Roles and Authorization

GDS Roles (OPC 10000-12 §7.2)

Role Purpose
DiscoveryAdmin Register/update/unregister any application
CertificateAuthorityAdmin Manage certificate requests and trust lists
RegistrationAuthorityAdmin Approve/reject certificate requests
ApplicationSelfAdmin Manage own application's registration
ApplicationAdmin Manage a configured set of applications

ApplicationSelfAdmin Privilege

GdsApplicationSelfAdminProvider grants GdsRole.ApplicationSelfAdmin when the secure-channel client certificate matches a certificate stored for the registered ApplicationRecordDataType found by the channel ApplicationUri. The provider is an IIdentityAugmenter, so it layers SelfAdmin on top of any accepted identity instead of using a custom ImpersonateUser callback.

For dependency-injection-hosted GDS servers the provider is registered with the symmetric builder extension:

services.AddOpcUa()
    .AddGdsServer(opt => opt.ApplicationName = "MyGds")
    .AddDefaultIdentityAuthenticators(opt => opt.EnableJwt = false)
    .AddGdsApplicationSelfAdminProvider();

AddDefaultIdentityAuthenticators(...) on IGdsServerBuilder also adds this provider so standard GDS hosts get OPC 10000-12 §7.2 SelfAdmin behavior automatically.

ApplicationAdmin Privilege

The ApplicationAdmin role allows a user to administer a specific set of applications (not all applications like DiscoveryAdmin).

How it works:

  1. Assign the GdsRole.ApplicationAdmin role to the user via IUserDatabase.CreateUser()
  2. Implement IGdsUserDatabase.GetAdministeredApplicationIds() to return the ApplicationIds the user may administer
  3. During username authentication, GlobalDiscoverySampleServer constructs a GdsRoleBasedIdentity with AdministeredApplicationIds populated
  4. AuthorizationHelper.CheckApplicationAdminPrivilege() verifies the target application is in the user's administered set
// Setup: create a user with ApplicationAdmin role
userDb.CreateUser("app-admin", passwordBytes,
    [GdsRole.ApplicationAdmin]);

// If using IGdsUserDatabase:
((MyGdsUserDatabase)userDb).GrantApplicationAdmin(
    "app-admin",
    [registeredAppId1, registeredAppId2]);

Security: Fail-Closed Channel Validation

AuthorizationHelper.HasAuthenticatedSecureChannel() enforces that all GDS methods are called over a signed (or encrypted) secure channel. The check fails closed — if the system context cannot be validated, the method throws BadSecurityModeInsufficient.


5. End-to-End Example

Complete example: register an application, get a certificate, push it to the server.

// ── 1. Start the GDS Server ─────────────────────────

var database = JsonApplicationsDatabase.Load("apps.json", telemetry);
var certGroup = new CertificateGroup(authStorePath, certGroupConfigs);
var userDb = JsonUserDatabase.Load("users.json", telemetry);

var gds = new GlobalDiscoverySampleServer(
    database, database, certGroup, userDb, telemetry);

var app = new ApplicationInstance(telemetry) { ... };
await app.StartAsync(gds);

// ── 2. Client: Register and Get Certificate ─────────

var gdsClient = new GlobalDiscoveryServerClient(clientConfig);
gdsClient.AdminCredentials = new UserIdentity("admin", "password");
await gdsClient.ConnectAsync("opc.tcp://localhost:58810");

// Register
var record = new ApplicationRecordDataType
{
    ApplicationUri = "urn:my-server",
    ApplicationType = ApplicationType.Server,
    ApplicationNames = new[] { new LocalizedText("My Server") }.ToArrayOf(),
    DiscoveryUrls = new[] { "opc.tcp://my-server:4840" }.ToArrayOf()
};
NodeId appId = await gdsClient.RegisterApplicationAsync(record);

// Request certificate
NodeId reqId = await gdsClient.StartNewKeyPairRequestAsync(
    appId, default,
    ObjectTypeIds.RsaSha256ApplicationCertificateType,
    "CN=My Server,O=My Org",
    new[] { "my-server", "localhost" }.ToArrayOf(),
    "PFX", null);

// Wait for completion
ByteString cert, key;
ArrayOf<ByteString> issuers;
do
{
    await Task.Delay(2000);
    (cert, key, issuers) =
        await gdsClient.FinishRequestAsync(reqId, default);
} while (cert.IsEmpty);

// ── 3. Push Certificate to Target Server ────────────

var pushClient = new ServerPushConfigurationClient(clientConfig);
await pushClient.ConnectAsync(serverEndpoint);

bool needsRestart = await pushClient.UpdateCertificateAsync(
    pushClient.DefaultApplicationGroup,
    ObjectTypeIds.RsaSha256ApplicationCertificateType,
    cert, "PFX", key, issuers);

if (needsRestart)
{
    await pushClient.ApplyChangesAsync();
}

// ── 4. Clean Up ─────────────────────────────────────

await pushClient.DisconnectAsync();
await gdsClient.DisconnectAsync();

Conformance Matrix

Status key: ✅ Implemented · ⚠️ Partial · 🔲 Optional, provider-gated (exposed only when configured) · ❌ Not implemented · N/A Not applicable

This matrix links every implemented OPC 10000-12 (Part 12) requirement in the ServerConfiguration / Push Certificate Management, TrustList, certificate-alarm, KeyCredentialService and AuthorizationService areas to the source that implements it and to the automated tests that exercise it. Clause numbers are OPC 10000-12 v1.05.07. When Part 12 behaviour changes, keep the matrix truthful: every new Method, alarm or optional child gets a row with its source and at least one test, and any behaviour that regresses to partial/unsupported is downgraded here. The push/transaction behaviour summarised below is documented in depth in CertificateManager.md → PushManagement Transactions.

Applicable Part 12 profiles and conformance units

The server-side Part 12 features map to these Facets in the OPC UA profile registry (profiles.opcfoundation.org, profile group UACore 1.05). Conformance units are marked (M)andatory or (O)ptional as declared by the Facet.

Facet (UACore 1.05) Key conformance units Repo status
Global Certificate Management Server Facet (Server/GlobalCertificateManagement) Pull or Push Model (M); Push Model for Global Certificate and TrustList Management (O); Pull Model for Global Certificate and TrustList Management (O) ✅ Push model (ServerConfiguration); ✅ Pull model (GDS CertificateDirectory)
A & C CertificateExpiration 2022 Server Facet (Server/ACCertificateExpiration2022) A & C CertificateExpiration, A & C Alarm, A & C Acknowledge (M); A & C Comment / Confirm / Shelving (O) ✅ mandatory CUs; optional Comment/Confirm/Shelving inherited from the base condition model
KeyCredential Service Server Facet (Server/KeyCredentialManagement) Push Model for KeyCredential Service, KeyCredential Authentication Mechanism Support (M); ProfileURI – MQTT UserName / AMQP SASL Plain / UA transport UserName (O) ✅ push model + client proxy; ProfileURIs are provider-defined
Global Service Authorization Request Server Facet (Server/GlobalServiceAuthorization) GDS Authorization Service Server (M) ✅ token issuance (AuthorizationServiceManager)
Authorization Service Server Facet (Server/AuthorizationServiceConfiguration) Authorization Service Configuration Server (M) ⚠️ access-token validation is provided through pluggable Identity Providers; the Part 12 ServerConfiguration.AuthorizationServices configuration folder is not exposed
Global Discovery and Certificate Mgmt 2022 Server (Server/GlobalDiscoveryAndCertificateManagement2022) GDS Application Directory, GDS Certificate Manager Pull Model, GDS Query Applications, GDS LDS-ME Connectivity (M) ✅ full GDS server

Automated verification

The automated conformance checks that run in CI are the NUnit suites: the unit suites in Opc.Ua.Server.Tests (address-space exposure, transaction coordinator, TrustList staging, certificate alarms, optional surface) and the end-to-end GDS integration suites in Opc.Ua.Gds.Tests — notably PushTest.cs, which drives a live push server through the ServerConfiguration Methods, and TrustListValidationTest.cs. The applicable Facets / conformance units above were identified with the OPC UA profile-graph tooling against profiles.opcfoundation.org.

There is no fully-automated CTT harness in this repository, and the formal OPC UA Compliance Test Tool (UACTT / CTT) — a licensed OPC Foundation corporate-member GUI application — was not run to produce this matrix; no CTT results are claimed here. Run it against the reference server (samples/Reference/ConsoleReferenceServer; see samples/README.md) for formal certification. Known UACTT script defects encountered in prior manual runs are catalogued in plans/ctt-issues.md.

GDS Directory (§6.5)

Section Feature Status Source Tests
§6.5.3 DirectoryType ✅ ApplicationsNodeManager.cs ClientTest.cs, GdsApplicationDirectoryTests.cs
§6.5.4 FindApplications ✅ OnFindApplications (any Client, §6.5.3) GdsApplicationDirectoryTests.cs, ClientTest.FindApplicationsAsSelfAdminAsync
§6.5.5 ApplicationRecordDataType / rcp+ rules ✅ ApplicationsDatabaseBase.ValidateApplication ApplicationsDatabaseBaseTests.cs, LinqApplicationsDatabaseTests.cs
§6.5.6 RegisterApplication ✅ OnRegisterApplication + DiscoveryAdminOrAppAdmin GdsApplicationDirectoryTests.cs, RegisteredApplicationTests.cs
§6.5.7 UpdateApplication ✅ OnUpdateApplication + DiscoveryAdminOrSelfAdminOrAppAdmin GdsApplicationDirectoryTests.cs
§6.5.8 UnregisterApplication ✅ OnUnregisterApplicationAsync + cert revocation GdsApplicationDirectoryTests.cs, ClientTest.cs
§6.5.9 GetApplication ✅ OnGetApplication GdsApplicationDirectoryTests.cs
§6.5.10 QueryApplications ✅ OnQueryApplications GdsQueryApplicationsTests.cs
§6.5.11 QueryServers ✅ OnQueryServers GdsQueryApplicationsTests.cs, ClientTest.cs
§6.5.12 ApplicationRegistrationChangedAuditEvent ✅ AuditEvents.ReportApplicationRegistrationChangedAuditEvent AuditEventsTests.cs

Certificate Management — Pull Model (§7.9)

Pull Certificate Management moved from §7.6 (1.04) to §7.9 (v1.05.07); the CertificateDirectoryType Methods below use the current clause numbers.

Section Feature Status Source Tests
§7.9.3 StartSigningRequest ✅ OnStartSigningRequestAsync + CSR key / CertificateType check + audit GdsCertificateManagementTests.cs, CertificateGroupSigningRequestTests.cs, ClientTest.cs
§7.9.4 StartNewKeyPairRequest ✅ OnStartNewKeyPairRequest + audit GdsCertificateManagementTests.cs, ClientTest.cs
§7.9.5 FinishRequest ✅ OnFinishRequestAsync + issuer chain GdsCertificateManagementTests.cs, ClientTest.cs
§7.9.6 RevokeCertificate ✅ OnRevokeCertificateAsync + audit GdsCertificateManagementTests.cs, CertificateGroupTests.cs
§7.9.7 GetCertificateGroups ✅ OnGetCertificateGroups ClientTest.cs, CustomCertificateGroupIntegrationTest.cs
§7.9.8 GetCertificates ✅ OnGetCertificates GdsCertificateManagementTests.cs
§7.9.9 GetTrustList ✅ OnGetTrustList ClientTest.cs, CustomCertificateGroupIntegrationTest.cs
§7.9.10 GetCertificateStatus ✅ OnGetCertificateStatus ClientTest.cs
§7.9.11 CheckRevocationStatus ✅ OnCheckRevocationStatusAsync + ValidityTime GdsCertificateManagementTests.cs

CheckRevocationStatus uses locally configured issuer chains and verified local CRLs. Caller-supplied AIA URLs do not trigger certificate or CRL downloads. Incomplete or untrusted chains fail validation, and unavailable revocation evidence is reported as unknown rather than accepted. Provision the complete issuer chain and applicable CRLs in the configured stores, including on net48, whose explicit-path validation does not call X509Chain.Build.

Roles and Privileges (§7.2)

Feature Status Source Tests
DiscoveryAdmin ✅ GdsRole.DiscoveryAdmin AuthorizationHelperTests.HasAuthorizationSucceedsWhenUserHasDiscoveryAdminRole
CertificateAuthorityAdmin ✅ GdsRole.CertificateAuthorityAdmin AuthorizationHelperTests.HasAuthorizationSucceedsWithCertificateAuthorityAdminRole
RegistrationAuthorityAdmin ✅ GdsRole.RegistrationAuthorityAdmin AuthorizationHelperTests.cs
ApplicationSelfAdmin ✅ GdsRole.ApplicationSelfAdmin AuthorizationHelperTests.HasAuthorizationSucceedsWithSelfAdminForOwnApplication, ...ThrowsWithSelfAdminForDifferentApplication
ApplicationAdmin ✅ GdsRole.ApplicationAdmin + AdministeredApplicationIds AuthorizationHelperTests.cs, GdsApplicationSelfAdminProviderTests.cs
BadSecurityModeInsufficient (channel) ✅ AuthorizationHelper.HasAuthenticatedSecureChannel AuthorizationHelperTests.cs (asserts BadSecurityModeInsufficient), RoleAuthorizationGateTests.cs

Push Management — ServerConfiguration (§7.10)

ConfigurationNodeManager implements the full push transaction model: every certificate/TrustList Method stages work that only takes effect at ApplyChanges. Clause numbers are corrected to v1.05.07 (the 1.04 numbering was §7.7.x).

Section Feature Status Source Tests
§7.10.5 UpdateCertificate ✅ ConfigurationNodeManager.UpdateCertificateAsync (staged; ApplicationCertificate TrustList validation; supplied issuers ignored for app groups) ConfigurationNodeManagerPushTests (UpdateCertificateWith*, ...IgnoresSuppliedIssuerCertificatesAsync), PushTest (UpdateCertificate*)
§7.10.6 CreateSelfSignedCertificate ✅ ...CreateSelfSignedCertificateAsync (occupied slot → Bad_InvalidState; subject/SAN/key-size validation) ConfigurationNodeManagerPushValidationTests (CreateDefaultApplicationCertificate*, ValidateKeySize*), ConfigurationNodeManagerPushTests (CreateSelfSignedCertificate*)
§7.10.7 DeleteCertificate ✅ ...DeleteCertificateAsync — empty slot → Bad_InvalidState; endpoint-reference check enforced at ApplyChanges ConfigurationNodeManagerPushTests (DeleteCertificate*, DeleteCertificateReferencedByEndpointIsRejectedByApplyChangesAsync, RotatedCertificateBecomesEndpointReferenced*)
§7.10.8 GetCertificates ✅ ...GetCertificates (null group → DefaultApplicationGroup; occupied slots only, aligned pairs) ConfigurationNodeManagerPushValidationTests.SelectOccupiedCertificateSlotsOmitsEmptySlotsAndPreservesOrder, ConfigurationNodeManagerPushTests.GetCertificates*, PushTest.GetCertificatesAsync
§7.10.9 ApplyChanges ✅ ...ApplyChanges (ordered commit + reverse rollback) PushConfigurationTransactionCoordinatorTests (ApplyChanges*), PushTest (ApplyChangesAsync, ApplyChangesForcesChannelRenegotiateAsync)
§7.10.10 CreateSigningRequest ✅ ...CreateSigningRequestAsync (nonce ≥ 32 bytes mixed in) ConfigurationNodeManagerPushTests (CreateSigningRequest*, ...WithRegenerateAndShortNonceThrowsBadInvalidArgument), PushTest.CreateSigningRequest*
§7.10.11 CancelChanges ✅ ...CancelChanges (discard; Bad_RequestCancelledByClient diagnostics) PushConfigurationTransactionCoordinatorTests.CancelChanges*, ConfigurationNodeManagerPushTests.CancelChanges*
§7.10.12 GetRejectedList ✅ ...GetRejectedList ConfigurationNodeManagerPushTests.GetRejectedList*, PushTest.GetRejectedListAsync

Per-Method SecureChannel/Role enforcement (Bad_SecurityModeInsufficient for the channel vs Bad_UserAccessDenied for the Role), the §7.10.10 Nonce entropy requirement, and the §7.10.7 endpoint-reference rule are described in CertificateManager.md → PushManagement Transactions → Method security and validation.

Transaction model, diagnostics and lifecycle (§7.10.2, §7.10.9, §7.10.11, §7.10.17)

Requirement Status Source Tests
§7.10.2 transaction lifecycle: single owning Session; other Sessions get Bad_TransactionPending; ownership cleared atomically on apply ✅ PushConfigurationTransactionCoordinator PushConfigurationTransactionCoordinatorTests (StageStartsTransactionOwnedByStagingSession, StageFromAnotherSessionThrowsBadTransactionPending, ApplyChangesClearsOwnershipAtomicallySoANewSessionCanImmediatelyStageAsync)
§7.10.2 SupportsTransactions = true exposed ✅ ConfigurationNodeManager.CreateServerConfiguration (the manager is split into ConfigurationNodeManager.*.cs concern files) ConfigurationNodeManagerPushTests.SupportsTransactionsIsExposedAndTrue
Staging blocked during an in-flight commit (Bad_InvalidState same-owner / Bad_TransactionPending other Session) ✅ coordinator commit guard PushConfigurationTransactionCoordinatorTests (StageFromOwningSessionDuringInFlightCommitReturnsBadInvalidStateThenSucceedsAsync, StagingFromAnotherSessionDuringAnInFlightCommit...)
§7.10.9 ordered commit, reverse-order rollback, Bad_NothingToDo, open-writer Bad_InvalidState ✅ coordinator prepare/commit/compensate PushConfigurationTransactionCoordinatorTests (ApplyChangesCommitsOperationsInRequestOrderAsync, ApplyChangesWithFailingCommitRollsBackEarlierOperationsInReverseOrderAsync, ApplyChangesWithNoActiveTransactionReturnsBadNothingToDoAsync, ApplyChangesWithOpenTrustListWriterReturnsBadInvalidStateWithoutClearingTransactionAsync)
§7.10.11 wrong-Session apply/cancel → Bad_SessionIdInvalid; Session-close cancels its transaction ✅ coordinator ownership checks PushConfigurationTransactionCoordinatorTests (ApplyChangesFromWrongSessionReturnsBadSessionIdInvalidAsync, CancelChangesFromWrongSessionReturnsBadSessionIdInvalid, CancelForSessionClose*)
§7.10.17 TransactionDiagnostics DataValue status: Bad_OutOfService before any transaction, Bad_InvalidState while active, Good after completion ✅ ConfigurationNodeManager diagnostics binding + coordinator snapshot ConfigurationNodeManagerPushTests (TransactionDiagnosticsReportBadOutOfServiceBeforeAnyTransactionAsync, ...BadInvalidStateWhileTransactionActiveAsync, ...GoodResultAfterCompletedTransactionAsync), PushConfigurationTransactionCoordinatorTests.GetSnapshot*
§7.10.10 nonce entropy mixed into regenerated key (HMAC-DRBG) ✅ AdditionalEntropyCertificateKeyGenerator AdditionalEntropyCertificateKeyGeneratorTests.cs
§7.10.10 regenerated private key persisted across Sessions and restart ✅ DirectoryPendingCertificateKeyStore / InMemoryPendingCertificateKeyStore PendingCertificateKeyStoreTests.cs
Coordinator scoped per server (no cross-server sharing); injected coordinator honored ✅ ConfigurationNodeManager private per-server default ConfigurationNodeManagerPushTests (EachConfigurationNodeManagerOwnsADistinctDefaultCoordinator, AnInjectedCoordinatorIsSharedAcrossConfigurationNodeManagers)
Deferred post-apply effects drained/cancelled on shutdown ✅ ConfigurationNodeManager.DeleteAddressSpaceAsync / Dispose ConfigurationNodeManagerShutdownTests.cs

Optional ServerConfiguration surface (§7.10.13, §7.10.14, §7.10.20)

These optional members are exposed only when their backing option/provider is configured (see CertificateManager.md → Optional ServerConfiguration Surface); otherwise the node is suppressed.

Member (§) Status Source Tests
Identity variables ApplicationUri / ProductUri / ApplicationType / ApplicationNames (§7.10.3) ✅ always ServerConfigurationOptions from ApplicationConfiguration ServerConfigurationSurfaceTests.IdentityPropertiesAlwaysExposedAndValuedAsync
HasSecureElement / InApplicationSetup (§7.10.3) 🔲 provider-gated ServerConfigurationOptions ServerConfigurationSurfaceTests (HasSecureElementExposedWithValueWhenConfiguredAsync, InApplicationSetupExposedWithValueWhenConfiguredAsync, OptionalMembersSuppressedWhenNotConfiguredAsync)
ResetToServerDefaults (§7.10.13) 🔲 provider-gated IServerConfigurationResetProvider ServerConfigurationSurfaceTests.ResetToServerDefaultsExposedOnlyWhenProviderConfiguredAsync, ServerConfigurationResetTests.cs
ConfigurationFile / ApplicationConfigurationFileType incl. CloseAndUpdate / ConfirmUpdate (§7.10.20) 🔲 provider-gated IApplicationConfigurationFileProvider + ApplicationConfigurationFile.cs ServerConfigurationSurfaceTests (ConfigurationFileExposedWithChildrenWhenProviderConfiguredAsync, ConfigurationFilePropertiesSeededFromProviderAsync, ConfigurationFileReadReturnsProviderContentAsync)

GDS-managed applications proxy (§7.10.14–§7.10.16)

The GDS-side proxy that exposes other applications' configurations under a ManagedApplications folder is a separate, partially-implemented feature (out of scope for a self-managed push Server).

Section Feature Status Source
§7.10.14 ApplicationConfigurationType ⚠️ DefaultManagedApplicationsNodeManager creates ApplicationConfigurationState nodes; IConfigurationDataStore abstracts persistence
§7.10.16 ManagedApplications folder ⚠️ DefaultManagedApplicationsNodeManager; optimistic concurrency via version tracking

TrustList (§7.8)

Section Feature Status Source Tests
§7.8.2.2 TrustListType / Open / OpenWithMasks (Read + Write+EraseExisting only) ✅ Core TrustList.cs TrustListTests.OpenWithMasksSyncAllReturnsGood
§7.8.2.5 CloseAndUpdate — staged, applied at ApplyChanges ✅ TrustList.cs + coordinator; TrustListUpdatedAuditEvent post-commit TrustListTransactionTests (CloseAndUpdateStagesInsteadOfApplyingImmediatelyAsync, ...RollsBackWhenALaterOperationFailsAsync, ...SelfCompensatesWhenOnlyOneOfSeveralStoresFailsAsync), PushTest.UpdateTrustListAsync
§7.8.2.6/.7 AddCertificate / RemoveCertificate — staged ✅ TrustList.cs PushTest (AddRemoveCertAsync, AddRemoveCATrustedCertAsync, AddRemoveCAIssuerCertAsync), TrustListTransactionTests.cs
§7.8.2 Open-for-write blocked with Bad_TransactionPending while another Session's transaction is active ✅ TrustList.cs + coordinator TrustListTransactionTests.cs, PushConfigurationTransactionCoordinatorTests.ApplyChangesWithOpenTrustListWriter*
§7.8.2 / Part 20 §4.2.2 Several concurrent read handles; an open while a write handle is open → Bad_NotReadable/Bad_NotWritable (also for the owning Session); a write open while any handle is open → Bad_NotWritable ✅ TrustList.cs TrustListTests (OpenForReadSeveralTimesKeepsEveryReadHandle, SameSessionOpenWhileItsWriteHandleIsOpenIsRejected)
§7.8.2 Read/write access control ✅ TrustList.cs TrustListTests (OpenReadWithoutReadAccessThrowsBadUserAccessDenied, OpenWriteWithoutWriteAccessThrowsBadUserAccessDenied)
§7.8.2 LastUpdateTime set on init + after committed update ✅ TrustList.cs TrustListTransactionTests.cs
§7.8.2 Writable / UserWritable; DefaultValidationOptions ✅ Set to true for GDS groups; generated from model CSV TrustListTests.cs
§7.8.2.1 ActivityTimeout: a handle with no Method call for the node's ActivityTimeout (default 60 000 ms) is closed and its changes discarded; every Open/Read/Write restarts it ✅ TrustList.cs (per-handle timer on the server TimeProvider) TrustListTests (IdleWriteHandleIsClosedAfterActivityTimeout, ActivityTimeoutPropertyValueIsHonored)
§8.4.5 MaxTrustListSize advertised honestly + resource-protection safety ceiling; oversize Write/AddCertificate → Bad_RequestTooLarge; Read clamped to the server-encoded stream ✅ TrustList.cs + ServerConfigurationOptions.MaxTrustListSizeSafetyCeiling TrustListValidationTest (NormalSizeTrustListAsync, WriteTrustListExceedsSizeLimit, TrustListJustUnderLimitAsync), ConfigurationNodeManagerPushTests.MaxTrustListSizeAdvertisesHonestFiniteEffectiveLimit

Certificate and TrustList alarms (§7.8.3)

Each CertificateGroup exposes the two optional standard alarm instances with full active/inactive transitions and events (previously property-only). ConfigurationNodeManager creates and wires them in CreateAddressSpace. StandardServer.OnServerStarted starts periodic monitoring every 60 s once the subscription infrastructure is ready. The injected TimeProvider supplies all thresholds and timers. See CertificateManager.md → Certificate-Expiration and TrustList-Staleness Alarms.

Alarm Status Source Tests
CertificateExpirationAlarmType (CertificateExpired) — active within ExpirationLimit / expired, Medium/High severity, Retain, Acknowledge, cleared after certificate replacement ✅ CertificateGroupAlarmMonitor + CertificateAlarmScheduler.UpdateAndEvaluate / StartAlarmMonitoring CertificateAlarmMonitoringTests (CertificateExpiredActivatesWithMediumSeverity*, ...HighSeverityWhenAlreadyExpired, ...DeactivatesAfterCertificateReplacement, RepeatedEvaluationsDoNotEmitDuplicateTransitionEvents, AcknowledgedAlarmClearsRetainAfterDeactivation, ClientAcknowledgeMethodMarksAlarmAcknowledged)
TrustListOutOfDateAlarmType (TrustListOutOfDate) — active when UpdateFrequency elapses, disabled when non-positive ✅ same CertificateAlarmMonitoringTests (TrustListOutOfDateActivatesWhenStale, TrustListOutOfDateStaysInactiveWhenFresh, TrustListOutOfDateDisabledWhenUpdateFrequencyIsZero)

TrustList-change effects on channels and Sessions (§7.10.9)

Requirement Status Source Tests
Committed TrustList change forces SecureChannel renegotiation (application group) and revalidates certificate user identities / closes invalidated Sessions (user-token group) ✅ PushConfigurationTrustListEffectHandler + ConfigurationNodeManager ConfigurationNodeManagerTrustListEffectsTests (BuildTrustListEffects*, ApplyChangesDispatches*EffectFor*, ApplyChangesUsesCommittedTargetsNotAConcurrentSessionsStagedTargetsAsync), PushConfigurationTrustListEffectHandlerTests.cs
Origin-independent enforcement: any TrustListUpdated/CrlUpdated on the certificate manager (out-of-band store write, WriteTrustListAsync, ITrustListTransaction commit) triggers the same effect fan-out; a host running the legacy non-transactional TrustList must OPT IN by calling SetTrustListChangeNotifier — nothing in the stack wires it automatically ✅ CertificateChangePump consumed by ConfigurationNodeManager ConfigurationNodeManagerTrustListEffectsTests (OutOfBand*, BuildTrustListEffectsForScopes*), CertificateChangePumpTests
A CRL pushed through CloseAndUpdate + ApplyChanges disconnects a connected client whose certificate it revokes, without waiting for the security-token renewal ✅ commit → validator-cache invalidation → §7.10.9 sweep PushTest (PushedCrlDisconnectsRevokedClientAsync), ConfigurationNodeManagerTrustListEffectsTests (PushedCrlIsEnforcedByTheLiveValidatorAfterApplyChangesAsync), CertificateValidationCoreTests (ValidatedCertificateFastPathDoesNotSkipRevocationAsync)

Audit Events

Event Type Status Source Tests
ApplicationRegistrationChangedAuditEvent ✅ Register/Update/Unregister AuditEventsTests.cs
CertificateRequestedAuditEvent ✅ StartNewKeyPair + StartSigning AuditEventsTests.cs
CertificateDeliveredAuditEvent ✅ FinishRequest AuditEventsTests.cs
CertificateRevokedAuditEvent ✅ RevokeCertificate AuditEventsTests.cs
CertificateUpdateRequestedAuditEvent ✅ UpdateCertificate (push) AuditEventsTests.cs, PushTest.cs
TrustListUpdatedAuditEvent ✅ Core TrustList.cs TrustListTransactionTests.cs, PushTest.cs
KeyCredentialRequestedAuditEvent ✅ StartRequest AuditEventsTests.cs
KeyCredentialDeliveredAuditEvent ✅ FinishRequest AuditEventsTests.cs
KeyCredentialRevokedAuditEvent ✅ Revoke AuditEventsTests.cs
AccessTokenIssuedAuditEvent ✅ RequestAccessToken AuthorizationService/RefreshTokenTests.cs
Secrets redacted from audit payloads ✅ RedactedPrivateKeyPassword / RedactedPrivateKey AuditEventsTests.cs

KeyCredentialService (§8)

Feature Status Source Tests
StartRequest ✅ OnKeyCredentialStartRequest KeyCredentialRequestStoreTests.StartRequestReturnsNonNullIdAsync
FinishRequest ✅ OnKeyCredentialFinishRequest KeyCredentialRequestStoreTests (FinishRequestReturnsCredentialAsync, FinishRequestWithCancelRejectsRequestAsync, FinishRequestWithUnknownIdThrows)
Revoke ✅ OnKeyCredentialRevoke KeyCredentialRequestStoreTests (RevokeMarksCredentialAsRejectedAsync, RevokeUnknownCredentialThrows)
InMemoryKeyCredentialRequestStore ✅ IKeyCredentialRequestStore.cs KeyCredentialRequestStoreTests.cs
Client proxy ✅ KeyCredentialServiceClient.cs KeyCredentialRequestStoreTests.cs
KeyCredential Push binding ✅ WithKeyCredentialPush / KeyCredentialPushSubject ConfigurationNodeManagerPushTests (BindKeyCredentialPushWithExistingFolderBindsSubjectAsync, BindKeyCredentialPushWithNullSubjectThrowsArgumentNullException)

AuthorizationService (§9)

Feature Status Source Tests
GetServiceDescription ✅ OnGetServiceDescription AuthorizationService/RefreshTokenTests.GetServiceDescriptionReportsConfiguredServiceUri
RequestAccessToken (obsolete single-call) ✅ Legacy compatibility path via IAccessTokenProvider.RequestAccessTokenAsync AuthorizationService/StartRequestTokenTests.LegacyRequestAccessTokenIssuesAnonymousUnprivilegedToken
StartRequestToken (RC) ✅ OnStartRequestToken / AuthorizationServiceManager AuthorizationService/StartRequestTokenTests.cs
FinishRequestToken (RC) ✅ OnFinishRequestToken / AuthorizationServiceManager AuthorizationService/StartRequestTokenTests.cs
RefreshToken (RC) ✅ OnRefreshTokenAsync / AuthorizationServiceManager AuthorizationService/RefreshTokenTests.cs, AuthorizationService/InMemoryAccessTokenProviderRefreshTests.cs
SupportedRoles (RC) ✅ Model property exposed — (model property; not separately unit-tested)
Client proxy ✅ AuthorizationServiceClient.cs AuthorizationService/StartRequestTokenTests.cs, AuthorizationService/RefreshTokenTests.cs

Refresh tokens

The default in-memory AuthorizationService provider issues a refresh token from FinishRequestToken and accepts it through RefreshToken (OPC 10000-12 §9.7). Refresh tokens are opaque, single-use secrets: each successful refresh consumes the current token, issues a new access token, and rotates to a new refresh token. The refresh-token lifetime slides by AuthorizationServiceOptions.DefaultRefreshTokenLifetime (7 days by default). Set AuthorizationServiceOptions.EnableRefreshTokens = false to preserve the legacy behavior where FinishRequestToken returns no refresh token and RefreshToken returns Bad_NotSupported.

var (newJwt, newJwtExpiresAt, newRefreshToken, newRefreshExpiresAt) =
    await authClient.RefreshTokenAsync(resourceId, refreshToken);

refreshToken = newRefreshToken;

Refresh-token audit events include only the resourceId input and the outcome. The refresh token itself is a secret and is never placed in audit payloads.

Remaining optional / unsupported Part 12 items

The following optional Part 12 members are not implemented (or only partially). None are required for the mandatory conformance units of the applicable Facets above; they are listed here so the matrix stays honest.

Item (§) Status Notes
ServerConfiguration.AuthorizationServices folder (§9.6.2 / Authorization Service Configuration Server CU) ❌ not exposed A push Server does not expose the configuration folder listing trusted Authorization Services. Client access-token validation is instead handled by the pluggable Identity Providers.
ManagedApplications / ApplicationConfigurationType proxy (§7.10.14–§7.10.16) ⚠️ partial DefaultManagedApplicationsNodeManager creates the nodes with an IConfigurationDataStore; the full GDS-as-proxy update/confirm flow to remote managed applications is not complete.
KeyCredential authentication ProfileUris — AMQP SASL Plain / MQTT UserName / UA transport UserName (§8, optional CUs) 🔲 provider-defined The push binding is implemented; the concrete ProfileUri set advertised is defined by the credential provider, not fixed by the stack.
A & C CertificateExpiration optional CUs — Comment / Confirm / Shelving 🔲 inherited Available through the standard OPC 10000-9 condition model on the alarm instances; not separately exercised by the certificate-alarm tests.
Onboarding / OPC 10000-21 device setup interplay with ResetToServerDefaults / InApplicationSetup (§7.10.13, Annex G) 🔲 provider-gated Registrar ticket administration is implemented through OnboardingClient, ITicketStore, and BindToTicketStore; the stack does not itself implement the complete device-facing onboarding state machine.

LDS / LDS-ME (§4–5)

Semaphore files are local-host liveness indicators (OPC UA Part 12). RegisterServer and RegisterServer2 accept a non-empty SemaphoreFilePath only from a transport-observed loopback peer (including IPv4-mapped loopback). Remote peers and transports without peer-address evidence must omit the path and periodically refresh their registration. A certificate URI or a discovery URL naming localhost is not evidence of locality.

Paths must be fully qualified native file paths. UNC paths (including mixed or forward slashes), Windows device/extended namespaces, drive-relative paths, URIs, control characters, alternate streams, reserved DOS device names, and ambiguous dot/space components are rejected with BadInvalidArgument before filesystem access, including offline requests. The store independently checks paths before registration and pruning; unsafe entries loaded or seeded into the store are pruned without probing their paths. The built-in store is in-memory; there is no registration persistence loader.

Ordinary existing local semaphore files retain their liveness behavior: a missing file removes the registration. The filesystem can be injected through RegisteredServerStore or LDS hosting's IFileSystem service. Path validation is lexical, not a filesystem sandbox: administrators must keep semaphore directories, drive mappings, mounts, and links local and trusted. Local applications connecting through a non-loopback interface must reconnect through loopback to use semaphores.

Feature Status Source Tests
FindServers ✅ LdsServer.FindServersAsync LocalDiscoveryTests.cs
GetEndpoints ✅ LdsServer.GetEndpointsAsync LocalDiscoveryTests.cs
RegisterServer ✅ LdsServer.RegisterServerAsync LocalDiscoveryTests.cs
RegisterServer2 ✅ LdsServer.RegisterServer2Async LocalDiscoveryTests.cs
Local semaphore path and peer validation ✅ LdsServer.ValidateRegistration, RegisteredServerStore RegistrationValidationTests.cs, SemaphorePathTests.cs
FindServersOnNetwork ✅ LdsServer.FindServersOnNetworkAsync LocalDiscoveryTests.cs, LdsServerStaticTests.cs
LDS-ME capability ✅ ComputeServerCapabilities ServerCapabilitiesTests.cs, ServerCapabilityTests.cs
mDNS _opcua-tcp._tcp ✅ MulticastDiscovery.OpcUaServiceType LdsServerStaticTests.cs
rcp+ reverse-connect ✅ MulticastDiscovery.ReverseConnectScheme LdsServerStaticTests.cs
Annex C TXT keys ✅ path / caps / rc LdsServerStaticTests.cs
Annex D identifiers ✅ LDS / LDS-ME LdsServerStaticTests.cs

Extension Points (Phase 2 Abstractions)

Every extension point a user needs to provide or override:

Interface Purpose Default impl User replaces when...
IApplicationsDatabase Application registration store LinqApplicationsDatabase / JsonApplicationsDatabase Using a SQL/NoSQL database
ICertificateRequest Cert request lifecycle LinqApplicationsDatabase Custom approval workflow
ICertificateGroup CA operations CertificateGroup External CA (EST, ACME, etc.)
IKeyCredentialRequestStore KeyCredential lifecycle InMemoryKeyCredentialRequestStore Persistent store, external IdP
ISecretStore Secret storage for credentials InMemorySecretStore Key Vault, DPAPI, K8s secrets
IAccessTokenProvider Token issuance for AuthorizationService null (Bad_NotSupported) OAuth2/JWT provider
IConfigurationDataStore ManagedApplications config persistence InMemoryConfigurationDataStore File-system, database
IManagedApplicationsNodeManager ManagedApplications folder StubManagedApplicationsNodeManager / DefaultManagedApplicationsNodeManager Full push management
IConfigurationNodeManager Alarm monitoring ConfigurationNodeManager.StartAlarmMonitoring Custom thresholds/sources
IUserDatabase User/password store Existing in GlobalDiscoverySampleServer LDAP, database