Files
UA-.NETStandard/docs/OpenApi.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

20 KiB

OPC UA over OpenAPI

This guide shows how to let an OPC UA server built with this stack describe its REST binding as an OpenAPI document, and how to talk to the server from generated REST clients. It is task-oriented: serve the document, generate a client, get the JSON right, and avoid the traps of generated clients.

The binding itself (routes, encoding negotiation, discovery, WebSocket sub-profile) is described in the REST binding reference.

Contents

When to use the REST binding

You have Use
A .NET application that can reference this stack ManagedSession over opc.tcp, or over REST with UseWebApiEndpoint if only HTTPS gets through the network
A web front end, a script, a low-code platform, a language without an OPC UA SDK The REST binding with a client generated from the OpenAPI document
Subscriptions, events, browsing large address spaces A session. Over REST this means long-polled /publish; opc.tcp is cheaper

The REST binding runs on the same Kestrel listener as the HTTPS binary and opcua+uajson transports: one port, no extra process.

The document is generated

The OPC Foundation publishes the mapping of the OPC UA services to OpenAPI 3.0 in UA-Nodeset/OpenApi, produced by the model compiler. This stack does not ship those files. The routes in WebApiServiceRoutes and the structure definitions of the request and response types are the source of truth for what the binding accepts and sends, so the document is generated from them at runtime by WebApiOpenApiGenerator (package Opc.Ua.Core.Schema). A test compares the generated document with the published documents (see How the document is kept correct).

Two levels of detail keep the size in check. The published documents are about 300 KB for the two service sets; the generated ones are:

Level Option Content Size (all services)
Operations default Paths, operationIds, and a JSON object as every request and response body about 12 KB
Schemas OpenApiIncludeSchemas = true Additionally one component schema per request, response and contained structure or enumeration (100 for all services) about 46 KB

Use Operations to document and explore the API, for example in an API portal. Use Schemas as the input of an OpenAPI client generator that emits typed models.

WebApiServiceSet Services
AllServices All 28: Discovery, Session, View, Attribute, Method, MonitoredItem, Subscription
Sessionless Read, Write, HistoryRead, HistoryUpdate, Call, Browse, BrowseNext, TranslateBrowsePathsToNodeIds

Every service is a POST to a lower-case path (/read, /browse, /createsubscription, ...). The body is the bare <Service>Request and the answer is the bare <Service>Response, with no envelope. NodeManagement and Query are not part of either set.

Serving the document

The binding does not serve the document unless you ask for it. Set OpenApiDocumentPath:

using Microsoft.Extensions.DependencyInjection;
using Opc.Ua.Bindings;
using Opc.Ua.Bindings.WebApi;

services.AddOpcUa()
    .AddHttpsTransport()
    .AddWebApiTransport(opt =>
    {
        opt.ServiceSet = WebApiServiceSet.AllServices;  // default
        opt.OpenApiDocumentPath = "/openapi.json";      // default null: not served
        opt.OpenApiIncludeSchemas = true;               // default false
    });

The server needs an https:// base address; the Transports guide shows how to configure one.

What the route does:

  • It is one of the REST routes. It is mapped in the same route group as the service routes and needs whatever they need. When an authentication scheme is registered (AddWebApiBearerAuth, AddWebApiBasicAuth, ...), GET /openapi.json requires an authenticated caller like POST /read. Only /findservers and /getendpoints are anonymous. The document is generated from the routes the host maps and reveals nothing of the address space, but it is not published to callers the service routes would turn away.
  • servers follows the path base. Behind UsePathBase("/opcua") the document lists the relative server URL /opcua/, which OpenAPI 3.0 clients resolve against the address they loaded the document from. Without a path base the list is omitted and OpenAPI assumes /.
  • The document is generated once per server URL and kept in memory.

Sessionless only

.AddWebApiTransport(opt =>
{
    opt.ServiceSet = WebApiServiceSet.Sessionless;
    opt.OpenApiDocumentPath = "/openapi.json";
})

Only the eight sessionless routes are mapped, and the document describes exactly those, so a generated client contains the operations the binding maps. Discovery and session management remain available on the binary and opcua+uajson endpoints of the same listener, for clients that need them.

The service set only limits the routes. Whether the server answers a request that carries no session (OPC 10000-4 6.3) is decided by the server's session manager: without a ValidateSessionLessRequest handler on ISessionManager, such a request is answered with Bad_SessionIdInvalid.

Composing your own pipeline

Hosts that build their own ASP.NET Core pipeline instead of using AddWebApiTransport map the same endpoints directly and apply their own conventions to the group:

app.UseRouting();
app.UseAuthentication();
app.UseAuthorization();
app.UseEndpoints(endpoints =>
{
    endpoints
        .MapWebApiEndpoints(new WebApiTransportOptions
        {
            ServiceSet = WebApiServiceSet.Sessionless,
            OpenApiDocumentPath = "/spec/opcua.json"
        })
        .RequireAuthorization();
});

The generator that builds the document is taken from the request services (WebApiOpenApiGenerator, registered by AddWebApiTransport); a default generator is used when none is registered.

Generating the document without a server

WebApiOpenApiGenerator returns the document as a JsonObject, for example to publish it to an API portal in a build step:

using System.Text.Json.Nodes;
using Opc.Ua.Bindings;
using Opc.Ua.Schema.OpenApi;

var generator = new WebApiOpenApiGenerator();
JsonObject document = generator.Generate(
    WebApiServiceSet.Sessionless,
    includeSchemas: true,
    serverUrl: "https://plant.example.com/opcua/");
File.WriteAllText("opcua-sessionless.json", document.ToJsonString());

The generator reads the structure definitions from the encodeable types of the OPC UA namespace. Pass an IDataTypeDefinitionResolver to the constructor to describe other types. The generator builds the document with System.Text.Json.Nodes and no reflection, so it is NativeAOT compatible (see Runtime schema generation).

Generating a client

Point any OpenAPI 3.0 generator at the running server. Enable OpenApiIncludeSchemas first, otherwise every body is an untyped object:

# .NET
openapi-generator-cli generate -g csharp \
    -i https://server:4843/openapi.json -o ./opcua-client \
    --additional-properties=packageName=Plant.OpcUa.Rest,targetFramework=net8.0

# TypeScript (fetch)
openapi-generator-cli generate -g typescript-fetch \
    -i https://server:4843/openapi.json -o ./opcua-client-ts

# Python
openapi-generator-cli generate -g python \
    -i https://server:4843/openapi.json -o ./opcua-client-py

When the server requires authentication, download the document with the credentials the service routes accept and generate from the file.

The OPC Foundation publishes ready-generated clients built from its own documents, so you can skip generation entirely:

Language Repository
.NET opcua-webapi-dotnet
Python opcua-webapi-python
TypeScript opcua-webapi-typescript

A client generated from the sessionless document has eight operations; one generated from the all-services document has 28. Generate against the document your server actually serves.

Calling the server

A generated .NET client

The names below are those of the OPC Foundation .NET client; a client you generate from the server's document has the same operations and models.

using Opc.Ua.WebApi.Api;
using Opc.Ua.WebApi.Client;
using Opc.Ua.WebApi.Model;

var api = new DefaultApi(new Configuration { BasePath = "https://server:4843" });

ReadResponse response = await api.ReadAsync(new ReadRequest
{
    RequestHeader = new RequestHeader
    {
        AuthenticationToken = sessionToken, // from /createsession, see below
        TimeoutHint = 10000
    },
    TimestampsToReturn = 2, // Both
    NodesToRead =
    [
        new ReadValueId { NodeId = "ns=2;s=Pump01.Measurements.Flow", AttributeId = 13 }
    ]
});

DataValue flow = response.Results[0];
Console.WriteLine($"{flow.Value} (UaType {flow.UaType})");

Set the base path explicitly. Before relying on the status of a value, read the DataValue status issue below.

Sessions over REST

The session services work like their binary counterparts; the session is identified by the AuthenticationToken in every RequestHeader:

  1. POST /createsession and keep AuthenticationToken from the response.
  2. POST /activatesession with that token and a UserIdentityToken.
  3. Every further request carries "RequestHeader": { "AuthenticationToken": "<token>" }.
  4. POST /closesession when done.

REST requests run against the REST endpoint the server announces for its https:// base address (TransportProfileUri http://opcfoundation.org/UA-Profile/Transport/https-uajson-openapi, OPC 10000-6 7.4.1); /getendpoints lists it with its user token policies.

For subscriptions, call /createsubscription and /createmonitoreditems, then keep one /publish request outstanding. The server holds each /publish request open until notifications arrive or the request's TimeoutHint expires. Your HTTP client's timeout must be longer than that hint (see Long-poll /publish).

.NET clients without code generation

If the client can reference this stack, you do not need a generated client:

API When
ManagedSessionBuilder.UseWebApiEndpoint(url) You want the full ISession: reconnect, subscriptions, the typed companion-spec clients, all over REST
WebApiClient (IWebApiClient) You want plain request/response calls with the stack's own request types and no session management
using Opc.Ua;
using Opc.Ua.Client.WebApi;

using var http = new HttpClient { BaseAddress = new Uri("https://server:4843/") };
using var client = new WebApiClient(http, new WebApiClientOptions
{
    Encoding = WebApiEncoding.Compact
});

ReadResponse response = await client.ReadAsync(new ReadRequest
{
    RequestHeader = new RequestHeader { AuthenticationToken = sessionToken },
    NodesToRead = new ReadValueId[]
    {
        new() { NodeId = VariableIds.Server_ServerStatus_CurrentTime, AttributeId = Attributes.Value }
    }
});

Both use the stack's own encoder and are therefore not affected by the known issues below.

Wire format cheat sheet

Useful when writing requests by hand or debugging a generated client. The full rules are in Part 6 5.4.

OPC UA type JSON Example
NodeId String "i=2258", "ns=2;s=Pump01", "nsu=http://opcfoundation.org/UA/;i=2258"
QualifiedName String "2:Flow"
Enumeration Integer "TimestampsToReturn": 2
DateTime ISO 8601 string "2026-09-23T10:15:30.1234567+02:00"
Int64, UInt64 String "9007199254740993"
StatusCode Object, omitted when Good { "Code": 2150891520 } (Verbose adds "Symbol")
LocalizedText Object { "Locale": "en", "Text": "Pump" }
Variant UaType + Value (+ Dimensions for matrices) { "UaType": 6, "Value": 42 }, { "UaType": 11, "Value": [1.5, 2.5] }
DataValue The Variant's fields plus Status and timestamps { "UaType": 6, "Value": 42, "SourceTimestamp": "..." }
ExtensionObject UaTypeId + body see below

Common UaType values: 1 Boolean, 6 Int32, 7 UInt32, 10 Float, 11 Double, 12 String, 13 DateTime, 17 NodeId, 21 LocalizedText, 22 ExtensionObject.

Omitted fields decode as their default. A request only needs the fields it sets; "MaxAge", "RequestHandle" and friends can be left out.

Encoding flavour. The server answers in Compact JSON unless the request asks for Verbose (Content-Type or Accept: application/json; encoding=verbose). Verbose keeps default values and adds status symbols, which helps when debugging. The generated document describes the Compact encoding.

ExtensionObject bodies come in two forms. A client built with this stack sends the structure's fields inline next to UaTypeId. Generated clients cannot, because the ExtensionObject schema only has UaTypeId, UaEncoding and UaBody, so they send the OPC UA binary encoding, base64 in UaBody, with UaEncoding: 1. The server accepts both. An anonymous identity token for /activatesession, as a generated client sends it:

"UserIdentityToken": {
  "UaTypeId": "i=321",
  "UaEncoding": 1,
  "UaBody": "CQAAAGFub255bW91cw=="
}

i=321 is AnonymousIdentityToken_Encoding_DefaultBinary; the body is the binary-encoded PolicyId "anonymous" (Int32 length, then UTF-8).

Known issues with generated clients

DataValue status and the published documents

Part 6 Table 42 names the DataValue status field "Status". The documents the OPC Foundation publishes name it "StatusCode" (reported as UA-Nodeset#146). The stack follows the specification text: its encoder writes "Status", its decoder reads "Status" only, and the generated document names the field Status.

Client generated from Effect
This server's document Reads and writes the status correctly
The published OPC Foundation document, or a ready-generated client of the OPC Foundation Ignores "Status" in responses and reports Good for bad and uncertain values; the status it sends in a Write is ignored by the server

Until the publication and the specification text agree, generate clients from the server's own document, or read Status from the raw response. The stack's own clients (ManagedSession, WebApiClient) are unaffected.

Validating responses against the published schemas

The published DataValue schema sets "additionalProperties": false. A validator that enforces it rejects every DataValue with a non-Good status that the stack sends, for the same reason. The generated schema names the field Status and validates it.

Polymorphic structures

Filters (DataChangeFilter, EventFilter), notifications and identity tokens are ExtensionObjects. Generated clients only see the UaTypeId/UaEncoding/UaBody envelope, so they have to produce and consume the binary encoding (see the cheat sheet). If the application needs event filters or subscriptions, a .NET client using UseWebApiEndpoint is considerably less work.

How the document is kept correct

WebApiOpenApiConformanceTests (in tests/Opc.Ua.Core.Schema.Tests/OpenApi/) compares the generated document with the two published documents, which are embedded in the test assembly only (see the README next to them for the source commit). Everything both describe has to be equal:

  • the paths, operationIds and the request and response schema of every operation, for both service sets;
  • the set of component schemas the operations reach (100 for all services);
  • every enumeration with its members and values;
  • for every structure the property names, types, formats, integer ranges and inheritance.

The differences that remain are listed in the test with their reason, and the test fails when a listed difference disappears or a new one appears:

Where Generated Published Reason
DataValue status property Status StatusCode Part 6 Table 42; UA-Nodeset#146
description, default keywords not written specification links, .NET defaults Documentation and defaults, not part of the contract; the Compact encoding omits default values

WebApiOpenApiWireFormatTests validates messages the binding actually writes (every request and response, plus populated samples with variants, status codes, references and extension objects) against the generated component schemas, so the schemas describe the wire format and not only the names.

Troubleshooting

Symptom Cause Fix
GET /openapi.json returns 404 OpenApiDocumentPath is not set (the default) or differs, or the REST binding isn't registered Set OpenApiDocumentPath in AddWebApiTransport
GET /openapi.json returns 401 An authentication scheme is registered; the document requires the credentials the service routes require Send the credentials
Generated client has untyped request and response bodies The document was served without schemas Set OpenApiIncludeSchemas = true
Swagger UI "Try it out" goes to the wrong host behind a proxy The relative server URL is resolved against the proxy's internal address Serve the document behind the same path base the clients use, or edit servers in a generated copy
/createsession returns an HTTP error, /read works ServiceSet = Sessionless: the route is not mapped and the request falls through to the listener's binary/JSON handler Use AllServices, or the binary endpoint for sessions
HTTP 400, empty body The body is not valid OPC UA JSON for that request (misspelled property, wrong type, NodeId not parseable) Compare with the cheat sheet; the server logs the decode error at Information level
ServiceResult BadSessionIdInvalid Request without, or with a stale, AuthenticationToken Create and activate a session first; send its token in every RequestHeader
Bad values show up as Good in a generated client Status vs StatusCode Generate the client from the server's document
/publish times out on the client (BadTimeout) HTTP client timeout shorter than TimeoutHint Raise the client timeout above the hint