Files
UA-.NETStandard/docs/ReplicaNodeIdentity.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

9.1 KiB

Replica-consistent NodeIds

OPC UA Part 4, 6.6.2.2 requires a RedundantServerSet to expose the same application NodeIds on every replica. Matching a namespace URI after client-side translation is not sufficient: the namespace index, identifier type and identifier value must agree. Built-in server diagnostics and configuration remain local.

Opc.Ua.Redundancy.Server supplies ReplicaNodeIdFactory and UseReplicaNodeIdentity for both active/passive and active/active address spaces. The module wraps the standard DefaultNodeIdFactory; it does not introduce a second hashing algorithm or a persistent logical-key-to-NodeId database.

Contents

Configure the whole replica set

Every replica uses the same replica-set ID, ordered namespace list and assignment mode. Its own ApplicationUri and election/gossip replica ID remain distinct.

serverBuilder
    .UseReplicaNodeIdentity(
        "production-line",
        ["urn:example:machine-model", "urn:example:machine-instances"],
        NodeIdAssignmentMode.Numeric,
        writerAssignedIds: true)
    .UseDistributedAddressSpace(options =>
    {
        options.UseLeaderElection = true;
        options.NodeId = localReplicaId;
    });

Supply the shared store and record protector using the normal HA composition. For active/active, leave writerAssignedIds false:

serverBuilder
    .UseReplicaNodeIdentity(
        "production-line",
        ["urn:example:machine-model", "urn:example:machine-instances"])
    .UseActiveActiveRedundancy(options =>
    {
        options.ReplicaId = replicaId;
        options.GossipPort = 4840;
        options.Tls = mutualTlsOptions;
        options.AddPeer(peerEndpoint);
    });

In a real active/active configuration, set GossipPort, Tls, and peer endpoints on ActiveActiveRedundancyOptions, as shown in the active/active example. Do not combine active/passive and active/active address-space modules on one server.

The configured slots are:

Index Meaning
0 Standard OPC UA namespace
1 This server's local ApplicationUri
2 onwards Shared namespace URIs, in the configured order

The layout is installed before node-manager constructors run. Existing entries are never renumbered; a conflicting slot fails startup. Declare shared model and instance namespaces before creating nodes, including namespaces needed by their types, references and NodeId-valued data. New shared namespaces require an explicit layout revision, not a different runtime append order.

Validation checks:

  • Namespace-bearing type definitions, data types, modelling rules, references, and role permissions.
  • NodeId, ExpandedNodeId, and QualifiedName values inside arrays, matrices, DataValues, and encodeable structures, including method arguments.

The validator visits structured values through their normal encoding contract, without reflection. Register a codec for an opaque ExtensionObject before using it as shared data; the validator cannot certify an unknown body as namespace-safe.

Before publishing a replacement manager, the runtime validates its ownership composition and hydrates retained identities into it. After publication, the module rebinds capture and hydration to the new manager instances. Active/passive reconfiguration retains the shared store and election. Active/active reconfiguration retains the gossip transport and CRDT map.

If preparation fails, the runtime restores bindings for the manager composition that the lifecycle retained. Replication therefore does not remain attached only to retired managers.

Both server startup modules reject missing identity configuration for replicated operation. Process-local active/passive experimentation and ordinary standalone servers retain their existing behavior.

For non-DI hosting, assign a ReplicaNodeIdFactory to StandardServer.NodeIdFactory before starting the server. Supply the writer election, shared state store and record protector to its constructor when using writer-assigned IDs. The server awaits the same early initialization, and the address-space startup task validates the same contract.

Creating, importing and hydrating nodes

Numeric, String, Guid and Opaque modes derive named identities through the standard canonical-path implementation. Numeric remains the default. A shared path must not depend on an unregistered namespace or the local ApplicationUri. Independently created entities need a stable application key represented by their path or an explicit NodeId. Repeated browse names are not a substitute for distinct stable keys: supply distinct explicit identifiers when a path is ambiguous.

Counter mode and unnamed-node fallback do not provide independent identity. With writerAssignedIds: true, only the elected writer may register a locally allocated counter ID in the shared graph. Standbys consume the writer's assigned IDs unchanged. Startup reserves live IDs and retained tombstones before writer allocation; hydration also reserves incoming IDs. There is no synchronous storage or network call in New.

Valid supplied IDs and hydrated child IDs are retained, not allocated again. The shared registration policy checks collisions before indexing, including collisions with explicit IDs. Hashed shared allocations keep collision detection enabled in Release as well as Debug. Rebased factory views and supported factory replacement preserve the policy; an unrelated custom factory cannot replace it. Custom application identity schemes must supply their stable IDs explicitly.

Transient event instances and their generated fields use the server-local namespace; they are not independently registered shared entities. Built-in diagnostics/configuration and namespace-zero infrastructure are excluded from address-space replication. WoT shared materialization retains the configured stable factory rather than forcing independent shared counters.

Stored contracts and peer admission

The versioned descriptor contains the replica-set ID, canonical-path version, assignment mode, writer/independent policy and ordered namespace layout.

Active/passive stores bind it to the protected strong key election/addressspace-identity/v1. Fluent registration contributes that key even with custom hybrid routing. A new authoritative store can initialize it atomically; competing initializers must accept the winning descriptor. Mismatched, corrupt or unbound legacy state fails without overwriting that state.

An empty CRDT scan is not proof of an empty store. For a verified new hybrid deployment, provision the contract on its fresh linearizable backend before attaching the also-new replicated payload backend:

var identity = new ReplicaNodeIdFactory(
    "production-line",
    ["urn:example:machine-model", "urn:example:machine-instances"]);
await identity.InitializeNewStoreAsync(newSharedRaftStore, recordProtector, ct);

Use the same writer policy in the provisioning factory and the hosted factory: if the host enables writer-assigned IDs, pass its election to the provisioning factory too. This administrative operation cannot inspect disconnected replicas and is not a legacy-state adoption API. Never use it to certify an existing unknown payload store. Export and validate an existing layout offline before rebuilding or migrating; there is no automatic live renumbering or store wipe.

Active/active frames carry the descriptor over the existing gossip transport and compare it before CRDT merge. An incompatible frame is rejected, does not advance the successful-apply counter, and invalidates local identity admission. The configured service-level wiring keeps that replica at maintenance level 0; correct the configuration and restart it. Configure authenticated gossip as usual: the descriptor is compatibility metadata, not a replacement for transport security. All opted-in ownership partitions use one address-space transport per replica, so multiple node managers do not each bind the same listening port.

Fixed identity does not make eventual values linearizable, infer missing-node deletion from incomplete scans, or relax the existing HA coordination rules.

Sample client proof

The RedundantServer sample reserves its shared namespace through the module and exposes factory-created HighAvailability/FactoryAssigned/Value and Target nodes. Target contains the exact NodeId of Value.

Run the RedundantClient sample with --identity, wait for its cached-ID message, then stop the serving replica. The client verifies a different server through the standard ServerArray, reads the saved IDs without rebrowsing or remapping, and creates a monitored item using the saved value ID on the surviving replica.