Files
UA-.NETStandard/docs/WebApi.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

19 KiB

OPC UA REST Binding (Part 6 §G.3 "OpenAPI Mapping")

The OPC UA REST binding exposes the OPC UA service set as ASP.NET Core Minimal-API endpoints, implementing the OpenAPI Mapping defined in OPC UA Part 6 §G.3 (v1.05.07).

The binding ships as part of OPCFoundation.NetStandard.Opc.Ua.Bindings.Https (net8+ only; mounted on the same Kestrel host as the binary and application/opcua+uajson sub-profiles).

Contents

Quick start

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

services
    .AddOpcUa()
    .AddHttpsTransport()        // existing binary + opcua+uajson
    .AddWebApiTransport()      // adds REST routes alongside them
    .AddWebApiAnonymousAuth(); // or AddWebApiBearerAuth(...) etc.

The REST surface mounts inside the existing HttpsTransportListener Kestrel pipeline, so a single port serves binary, application/opcua+uajson, and REST traffic without configuring a second listener.

A spec-shaped client request:

curl -X POST https://server:4843/read \
     -H 'Content-Type: application/json' \
     --data '{
       "RequestHeader": { "TimeoutHint": 10000 },
       "TimestampsToReturn": 2,
       "NodesToRead": [
         { "NodeId": "i=2258", "AttributeId": 13 }
       ]
     }'

returns the matching ReadResponse body. To send a Verbose JSON request body, use Content-Type: application/json; encoding=verbose. To request a Verbose JSON response, use Accept: application/json; encoding=verbose.

Routes (full coverage)

The binding implements every service in the spec's opc.ua.openapi.allservices.json document — 28 services across the Discovery, Session, View, Attribute, Method, MonitoredItem, and Subscription service sets. NodeManagement (Part 4 §5.8) and Query (§5.10) are not in scope — the spec document deliberately omits them.

Service set (Part 4) Routes
Discovery (§5.5) /findservers, /getendpoints
Session (§5.7) /createsession, /activatesession, /closesession, /cancel
View (§5.9) /browse, /browsenext, /translate, /registernodes, /unregisternodes
Attribute (§5.11) /read, /write, /historyread, /historyupdate
Method (§5.12) /call
MonitoredItem (§5.13) /createmonitoreditems, /modifymonitoreditems, /setmonitoringmode, /settriggering, /deletemonitoreditems
Subscription (§5.14) /createsubscription, /modifysubscription, /setpublishingmode, /publish, /republish, /transfersubscriptions, /deletesubscriptions

All routes are POST with a JSON body holding the matching <Service>Request; the response body is the matching <Service>Response. The route table is the source of truth — see WebApiServiceRoutes in src/Opc.Ua.Core/Stack/WebApi/.

Service sets and the OpenAPI document

WebApiTransportOptions.ServiceSet selects the services the binding maps:

WebApiServiceSet Routes
AllServices (default) all 28
Sessionless /read, /write, /historyread, /historyupdate, /call, /browse, /browsenext, /translate (the services a client can call without a session, OPC 10000-4 §6.3)

Sessionless leaves discovery and session management to the binary and opcua+uajson endpoints of the same listener.

The binding can describe the routes it maps as an OpenAPI 3.0 document. The route is off by default; set OpenApiDocumentPath to serve the document of the selected service set with GET. The route belongs to the REST routes and requires the same authentication and authorization as they do (only /findservers and /getendpoints are anonymous).

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

The document is generated from the code, not copied from the publication: WebApiOpenApiGenerator (package Opc.Ua.Core.Schema) builds it from WebApiServiceRoutes and the structure definitions of the request and response types, so it describes what the binding actually accepts and sends. Without OpenApiIncludeSchemas each body is a JSON object and the document is about 12 KB; with it the document has one component schema per request, response and contained structure and enumeration (about 46 KB for all services). An OpenAPI client generator needs these schemas to emit typed models. A conformance test compares the generated document with the ones the OPC Foundation publishes in UA-Nodeset/OpenApi; the one difference in the contract is the status field of a DataValue (Status per Part 6 Table 42, StatusCode in the publication, UA-Nodeset#146).

Hosts that compose their own pipeline call endpoints.MapWebApiEndpoints(options); the document route joins the returned group, so group.RequireAuthorization() covers it as well. The OPC UA over OpenAPI guide covers generating clients, the JSON generated clients send, their known issues and how the document is kept correct.

Encoding negotiation

OPC UA Part 6 §5.4 defines two JSON flavours: Compact (default, mandatory) and Verbose. The REST binding selects between them via the encoding media-type parameter:

Request Content-Type Server response Content-Type
application/json application/json; encoding=compact
application/json; encoding=compact application/json; encoding=compact
application/json; encoding=verbose application/json; encoding=verbose
application/json; encoding=verbose + Accept: application/json; encoding=compact application/json; encoding=compact

The Accept header takes precedence for the response encoding; the Content-Type header governs how the inbound body is decoded. Unknown encoding parameter values fall back to Compact.

Discovery

When the binding is registered, the HttpsServiceHost emits a discovery-only twin per SecurityMode.None HTTPS-binary endpoint with:

  • TransportProfileUri = http://opcfoundation.org/UA-Profile/Transport/https-uajson-openapi (OPC Foundation profile/2338; surfaced via Profiles.HttpsOpenApiTransport)
  • SecurityMode = None (TLS provides transport security)
  • SecurityPolicyUri = None
  • ServerCertificate and UserIdentityTokens copied from the companion HTTPS-binary description so clients can pick a compatible identity at activate time.

Clients discover the binding through GetEndpoints and resolve it by the TransportProfileUri — the synthetic registry-key scheme opc.https+webapi (Utils.UriSchemeOpcHttpsWebApi) maps the profile to the WebApiTransportChannelFactory while the wire-level URL stays https://.... The fluent shortcut ManagedSessionBuilder.UseWebApiEndpoint(url) constructs the endpoint description with all of these fields pre-populated.

The companion WebSocket sub-profile Profiles.WssOpenApiTransport (OPC Foundation profile/2339) is implemented as a peer to the HTTPS surface: WebApiWssTransportChannel on the client side, HttpsTransportListener.AcceptWebSocketOpenApiAsync on the server side. Fluent shortcut: ManagedSessionBuilder.UseWssOpenApiEndpoint(url, encoding). The bearer token is encoded in the selected sub-protocol name (opcua+openapi+<accesstoken>) because browser WebSocket APIs forbid custom HTTP request headers.

Security considerations for the bearer-prefix sub-protocol: the WebSocket spec requires the server to echo the selected sub-protocol back to the client in the 101 handshake. The bearer token therefore appears in plain text in:

  1. The 101 response on the wire (rejected by the client when the URL scheme is not wss://; rejected by the server when the request is not IsHttps).
  2. The server's Kestrel access log (Sec-WebSocket-Protocol header).
  3. Any HTTP proxy / WAF / load-balancer log on the path.

Operators must redact the Sec-WebSocket-Protocol header from logs and should use short-lived tokens (≤ 60 s TTL) so a captured token expires before it can be replayed. The server also requires AddWebApiBearerAuth(...) to be registered: without a bearer validator the listener fail-closed rejects every bearer-prefix upgrade rather than echo the token back.

The persistent WSS client multiplexes requests with connection-local wire handles while preserving caller-visible handles. See Transports for cancellation, late-response routing and connection-lifetime behavior.

Wire format

The body is the bare <Service>Request / <Service>Response object — no {UaTypeId, UaBody} envelope at the HTTPS layer. Body serialization uses the stack's existing JsonEncoder / JsonDecoder driven by WebApiBodyCodec. The encoder shape matches the spec's component schemas property-for-property; see WebApiEncoderConformanceTests in tests/Opc.Ua.Core.Tests/Stack/WebApi/.

Authentication

Four auth modes are pluggable via DI:

services.AddOpcUa()
    .AddHttpsTransport()
    .AddWebApiTransport()
    .AddWebApiAnonymousAuth()                                      // baseline
    .AddWebApiBearerAuth(opt => { opt.Authority = "..."; })        // JWT
    .AddWebApiBasicAuth(async (user, password) => { /* ... */ })   // RFC 7617
    .AddWebApiMutualTlsAuth(opt => { opt.AllowedCertificateTypes = ... });
  • Anonymous — no Authorization header; identity = AnonymousIdentityToken.
  • Bearer JWT — standard Microsoft.AspNetCore.Authentication.JwtBearer middleware; the JWT flows into the OPC UA dispatcher through ISessionlessIdentityProvider.
  • HTTP Basic — in-package BasicAuthenticationHandler. Rejects requests over plain HTTP by default (Options.RequireHttps = true).
  • Mutual TLS — Microsoft.AspNetCore.Authentication.Certificate against the client cert presented to Kestrel. Kestrel itself must be configured to request client certificates (the existing HttpsSettings.HttpsMutualTls flag is the supported path).

For sessionless services (Read/Write/Browse/…) the resolved IUserIdentity is attached to the WebApiInvocationContext.Identity and flows into the dispatcher's role-based-access pipeline through ISessionlessIdentityProvider. For session-based services the client is responsible for calling CreateSession + ActivateSession with credentials in the request body — the binding does not double-authenticate.

The WebApiHttpsStartupContributor automatically inserts app.UseAuthentication() between UseRouting() and UseEndpoints() whenever at least one auth scheme is registered (detected via IOptions<AuthenticationOptions>.Schemes), so the HttpContext.User is populated before the dispatcher invokes the sessionless identity provider. Bindings registered without any AddWebApi*Auth() call skip the authentication middleware entirely to preserve the historical anonymous request flow.

The default ISessionlessIdentityProvider is intentionally conservative; register a custom implementation to map richer claim sets (e.g. JWT role claims → OPC UA roles).

JWT claim projection (built-in)

For services configured with Microsoft.AspNetCore.Authentication.JwtBearer, the binding ships a built-in identity provider that projects the authenticated JWT principal onto an OPC UA IUserIdentity:

services.AddOpcUa()
    .AddHttpsTransport()
    .AddWebApiTransport()
    .AddWebApiBearerAuth(opt => { opt.Authority = "..."; })
    .UseJwtClaimIdentityProvider(opt =>
    {
        opt.SubjectClaim = "sub";    // default
        opt.ScopeClaim = "scope";    // default — space- or comma-separated
        opt.RolesClaim = "roles";    // default — also picks up ClaimTypes.Role
        opt.ReturnAnonymousForUnauthenticated = false; // default
        opt.TransformIdentity = (identity, ctx) => identity; // optional hook
    });

The provider builds a UserIdentity carrying the raw bearer token as an IssuedIdentityToken (Profiles.JwtUserToken) so server-side authenticators can re-validate the JWT downstream, and exposes a projection of the subject / scopes / roles via the static helpers JwtClaimSessionlessIdentityProvider.GetSubject(IUserIdentity), GetScopes(IUserIdentity), and GetRoles(IUserIdentity) for role-based-access lookups. Scopes accept either the single space-separated OAuth 2.0 form or repeated scope claims; roles accept comma/semicolon/space-separated values plus ClaimTypes.Role mappings.

Hosting modes

services.AddWebApiTransport(opt =>
{
    opt.HostingMode = WebApiHostingMode.SharedWithHttpsListener; // default
    opt.DefaultEncoding = WebApiEncoding.Compact;                // spec default
});
  • SharedWithHttpsListener (default) — Minimal-API endpoints mount into the existing HttpsTransportListener Kestrel pipeline via the internal IHttpsListenerStartupContributor hook. Single port for binary / opcua+uajson / REST.

Long-poll /publish

PublishRequest/PublishResponse flow through the same dispatcher the binary path uses. The server side awaits the next notification (or the request's RequestHeader.TimeoutHint) without blocking a thread. Kestrel timeouts must exceed the largest expected TimeoutHint:

webHostBuilder.UseKestrel(o =>
{
    o.Limits.KeepAliveTimeout = TimeSpan.FromMinutes(5);
    o.Limits.RequestBodyTimeout = TimeSpan.FromMinutes(5);
});

On the client, set WebApiClientOptions.RequestTimeout = Timeout.InfiniteTimeSpan for the publish endpoint so the server-side TimeoutHint governs cancellation.

Client integration

The OPC Foundation publishes reference WebApi clients for several ecosystems:

On the .NET stack this binding's REST surface is wired into ManagedSession via the fluent ManagedSessionBuilder.UseWebApiEndpoint(url, encoding) shortcut, so applications open and operate a WebApi session through the same ISession / subscription / monitored-item API that the binary transport uses:

using Opc.Ua.Client;

await using ManagedSession session = await new ManagedSessionBuilder(telemetry)
    .UseWebApiEndpoint("https://server:4843/")
    .WithSessionName("Aot-Sample-Client")
    .WithUserIdentity(new UserIdentity())
    .StartAsync(ct)
    .ConfigureAwait(false);

ReadResponse response = await session.ReadAsync(new ReadRequest
{
    RequestHeader = new RequestHeader { TimeoutHint = 10000 },
    NodesToRead = new ArrayOf<ReadValueId>(/* … */)
}, ct).ConfigureAwait(false);

The companion UseWssOpenApiEndpoint(url) shortcut binds the same session model to the WebSocket opcua+openapi sub-protocol.

Client errors

Errors of a processed request come back in the OPC UA response (ResponseHeader.ServiceResult, HTTP 200). An HTTP error status alone does not tell whether the service ran. The WebApi server of this stack sends 400 (undecodable body), 401 and 403 (authentication and authorization), 404 and 405 (no matching route), 413 (request body over the limit) and 429 (rate limiting) before it invokes the service. For any other status the outcome is unknown: the server answers 500 when it cannot encode the response of a service that already ran, and a proxy or gateway can answer 502, 503 or 504 after the server executed the request. A status from a proxy or another server implementation tells only what that component reports. Retry a service that changes state, such as Write or Call, only when repeating it is harmless. WebApiClient (and therefore ManagedSession over UseWebApiEndpoint) reports the HTTP error as a ServiceResultException:

HTTP StatusCode
400 Bad_DecodingError (the server could not decode the body)
401 Bad_IdentityTokenInvalid when the client sent no credentials, Bad_UserAccessDenied when it did
403 Bad_UserAccessDenied
404, 405, 501 Bad_ServiceUnsupported (the route is not mapped)
408, 504 Bad_Timeout
413 Bad_RequestTooLarge
415 Bad_DataEncodingUnsupported
429, 503 Bad_ServerTooBusy, with a Retry-After header as RetryAfterMs=<n> in AdditionalInfo
500 Bad_InternalError
any other Bad_CommunicationError

The message names the HTTP status, the reason phrase and the route, and the inner exception is an HttpRequestException (on .NET 5 and later with its StatusCode set). An elapsed RequestTimeout or HttpClient.Timeout is Bad_RequestTimeout. A request that fails below HTTP (no connection, failed TLS handshake) gets the StatusCode the HTTPS transport channel reports for the same failure, for example Bad_NotConnected for a refused connection. Cancelling the caller's token still throws OperationCanceledException.

Compressed responses

OPC 10000-6 §7.4.5 lets JSON messages be compressed with gzip (IETF RFC 1952), announced by Content-Encoding: gzip. On the client, WebApiClientOptions.AcceptCompressedResponses = true sends Accept-Encoding: gzip (on a shared HttpClient per request, without changing its default headers):

using WebApiClient client = WebApiClient.Create(
    new Uri("https://server:4843/"),
    new WebApiClientOptions { AcceptCompressedResponses = true });

A gzip response is inflated whether it was asked for or not. The MaxMessageSize limit applies to the inflated body, a corrupt gzip body is Bad_DecodingError, and a content coding other than gzip or identity is rejected with Bad_DecodingError. The HTTPS binary channel reads its responses through the same code.