Files
UA-.NETStandard/docs/Transports.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

33 KiB

Transport Profiles

This document is the practical companion to Profiles.md and describes how the OPC UA .NET Standard stack ships each of the transport profiles defined in OPC UA Part 6 §7. It is aimed at developers who need to host or connect to OPC UA servers over something other than the default opc.tcp:// transport — for example to traverse firewalls or to integrate with web-based tooling.

Contents

Transport profile matrix

Profile URL scheme Wire format UA Secure Conversation Security modes
uatcp-uasc-uabinary opc.tcp:// UA Binary yes None, Sign, SignAndEncrypt
https-uabinary opc.https://, https:// UA Binary in HTTP body (application/octet-stream) yes (one chunk per POST) None, Sign, SignAndEncrypt
https-uajson opc.https://, https:// UA JSON in HTTP body (application/opcua+uajson) no — TLS only None only
https-uajson-openapi opc.https://, https:// OpenAPI Mapping (Part 6 §G.3): per-service POST /<service> with body = <Service>Request JSON (application/json; encoding=compact|verbose) no — TLS only None only
wss-uasc-uabinary opc.wss://, wss:// UA Binary in WebSocket binary frame (sub-protocol opcua+uacp) yes None, Sign, SignAndEncrypt
wss-uajson opc.wss://, wss:// UA JSON in WebSocket text frame (sub-protocol opcua+uajson) no — TLS only None only
wss-uajson-openapi opc.wss://, wss:// OpenAPI Mapping over WebSocket text frame (sub-protocol opcua+openapi / opcua+openapi+<accesstoken>) no — TLS only None only

The JSON / OpenAPI profiles do not negotiate a UA SecureChannel; transport security is provided exclusively by the surrounding TLS connection. Servers MUST advertise these endpoints with MessageSecurityMode.None and SecurityPolicyUri = None. The https-uajson and WSS JSON profiles use the Compact (reversible) flavour mandated by Part 6 §5.4.9 (JsonEncoderOptions.Compact). The OpenAPI profiles select between Compact (default, mandatory) and Verbose via the application/json; encoding=compact|verbose media-type parameter on Content-Type / Accept — see WebApi.md for the full mapping table.

The OPC UA Profiles surface exposes the two OpenAPI profile URIs as Profiles.HttpsOpenApiTransport (profile/2338) and Profiles.WssOpenApiTransport (profile/2339); the HttpsServiceHost emits the HTTPS twin as a discovery-only EndpointDescription alongside each SecurityMode.None HTTPS-binary endpoint so discovery clients see the OpenAPI route without hard-coding the URL.

Discovery retains binary, JSON and OpenAPI endpoints even when their URL and security settings are identical. GetEndpoints profile filters select only the requested profiles, including when translating an alternate hostname. Managed client channels likewise include the effective transport profile in their sharing key: equal URLs do not allow different wire encodings to share an underlying channel.

The managed channel manager retains its own client certificate and chain. Open attempts borrow independent snapshots, and each installed transport has separate references until it is closed. Closing or rotating one channel does not retire keys still used by another channel or an in-flight open. Managed sessions prefer the active certificate registry over an older configured store entry; unmanaged sessions retain explicit configured-store selection. A session opened on a managed transport uses that transport's owned certificate snapshot, including during recreation after rotation; a later registry update cannot substitute a different key into that handshake. Reconnects recheck certificate generations before reactivating sessions and reporting readiness. Publishing identical certificate/issuer material does not force another transport replacement; a changed issuer chain still does. Rotation that supersedes successful work does not consume the failed-attempt retry allowance. Reconnect time budgets and shutdown cancellation still apply.

UA-TCP reconnect hands the new connection to the retained channel without closing it when the temporary handshake channel is retired. ECC and RSA-DH handoffs move the owned ephemeral nonce objects, including the private key; public nonce bytes cannot reconstruct them. The retained token's secret is used when deriving the replacement keys. Continued sequence numbers are checked against the retained channel, not treated as a new secure channel. A rejected or failed handoff closes the new connection and releases its unadopted token rather than restarting an orphaned receive loop. The peer certificate remains available through failure auditing. Receive loops have separate cancellation lifetimes; a retiring connection cannot stop its replacement. Connection admission reserves capacity before invoking channel callbacks, retires idle channels outside the listener lock, and closes rejected sockets. Invalid response sequences fail pending requests promptly with BadSecurityChecksFailed; diagnostics retain BadSequenceNumberInvalid.

Raw TCP, Kestrel TCP, and UACP WebSocket listeners honor the configured ConnectionRateLimiter before allocating a channel or accepting a WebSocket upgrade. Kestrel and UACP WebSocket listeners reserve their configured MaxChannelCount capacity atomically, including pending admissions. The reservation follows the physical transport through a reverse-connect handoff and is released on closure, cancellation, failed attachment, or listener stop. The host retains ownership of a supplied limiter. These limits are not per-tenant fairness policies, and HTTP/JSON requests are not counted as UASC channels.

Committed session bindings

Managed servers expose IServerSessionBindingProvider to their listeners. This read-only server lookup is separate from the client's ISessionBindingProvider, which captures a generation-bound dispatch client through CreateBindingAsync. Server hosts register custom lookup implementations as IServerSessionBindingProvider; no shared interface combines these capabilities. The preview server lookup rename changes its public type identity: custom hosts must update implementations and DI registrations and rebuild. It does not change the lookup semantics or add members to existing session and transport interfaces. SessionManager maintains distinct committed session/channel membership: reactivation does not add another session, transfer moves only that session's binding, and closure, timeout cleanup, or shutdown removes it. Resource eligibility no longer depends on counting activation and close responses.

TryGetSessionContext provides an immutable SessionBindingContext after a read-only lookup of a live, activated, unexpired session and its transport binding. It does not refresh session activity or perform service authorization. Full service validation is still required; re-query after queueing and compare snapshot identity and activation sequence before reusing classification. Sequences belong to a live session instance, so a restored session's snapshot must not be confused with the earlier instance. Anonymous sessions do not establish trusted tenants, and identity keys must not become unbounded metric labels.

StandardServer uses its current session manager's optional capability by default. A custom manager without that capability grants no managed session classification. Core-only standalone channels without a provider retain legacy response-count hints for compatibility; those hints are not authoritative membership and must not be used to grant trusted reservations.

Incomplete-message resource limits

UA Secure Conversation channels enforce message-size and chunk-count limits including the incoming chunk, before retaining it. Exceeding a limit releases the partial message and closes the channel; no final chunk is required to trigger cleanup. A valid Abort chunk is not additional message payload: it discards the partial message without consuming its size, chunk-count, or reassembly-budget allowance. The channel stays open; a client reports the peer's abort status for that request.

On server channels, ChannelLifetime also bounds assembly of an incomplete message from its first retained chunk. Further chunks or other activity do not restart that deadline. Channels sharing listener quotas and a clock share one assembly timer, checked at half-lifetime intervals. Idle channels do not take the partial-message lock during that check. The timer is released when the last channel leaves the scope. This also works in bindings without an inactivity sweep. For assembly deadlines, a zero or negative ChannelLifetime uses the 30-second transport default rather than disabling cleanup; other quota values are not changed. Expiry attempts an ERR carrying BadTimeout before closing, and cleanup still completes if that error cannot be sent. Completed or discarded messages clear their assembly state, and subsequent messages receive a fresh deadline. This applies before an OPC UA session is created and to the UA-TCP, Kestrel TCP, and WebSocket bindings using the server-channel pipeline.

Per-channel limits alone do not bound memory across many connections. ChunkReassemblyBudget counts the actual arrays retained for intermediate chunks across all listeners of a server. Its default is 64 MiB for the reference server, with half reserved as headroom for channels carrying activated sessions. Reservations are released on completion, replacement, abort, fault, or closure. Final chunks and normal response allocations are not charged.

A rejected chunk releases the partial message, reports BadTcpNotEnoughResources when an error response can be sent, and closes the channel permanently. General buffer allocation remains unrestricted by default. See reassembly-budget configuration for sizing and scope. MaxSessionCount does not limit connections that have not created a session.

Hello negotiation also updates TCP and WebSocket receive-buffer sizes. The Kestrel pipe transport rents for the actual chunk size instead of the listener maximum, avoiding unnecessary retained capacity for small chunks.

Assembly layout

  • Opc.Ua.Core (referenced by every Server / Client application):
    • IUaSCByteTransport — the runtime transport boundary used by the UA Secure Conversation channel pipeline.
    • TcpByteTransport, TcpByteTransportFactory — TCP implementation.
    • TcpTransportChannel + TcpTransportChannelFactory — client-side channel for opc.tcp://.
    • HttpsTransportChannel + HttpsTransportChannelFactory, OpcHttpsTransportChannelFactory — polymorphic client-side channel that handles both https-uabinary and https-uajson based on the endpoint's TransportProfileUri.
  • Opc.Ua.Bindings.Https (optional, Kestrel-dependent; requires an explicit package reference and transport registration):
    • HttpsTransportListener — Kestrel-hosted listener that dispatches requests on (Upgrade, ContentType) to the binary / JSON / WSS handlers.
    • HttpsTransportListenerFactory, OpcHttpsTransportListenerFactory — listener factories for https:// and opc.https://.
    • WssTransportListenerFactory, OpcWssTransportListenerFactory — listener factories for wss:// and opc.wss://.
    • WebSocketClientByteTransport + WebSocketClientByteTransportFactory, WssTransportChannel, WssTransportChannelFactory, OpcWssTransportChannelFactory — client-side WSS+uacp.
    • WssJsonTransportChannel, WssJsonTransportChannelFactory — client-side WSS+uajson (per-request ClientWebSocket).
    • JsonRequestMapper — shared JSON encode / decode helper used by both server handlers.

For both WSS variants the HTTPS / WSS factories live in Opc.Ua.Bindings.Https; consumers register them via the AddHttpsTransport() / AddWssTransport() DI extensions on IOpcUaBuilder or a specialized server builder, or by constructing a DefaultTransportBindingRegistry and calling RegisterListenerFactory / RegisterChannelFactory directly for non-DI hosts. Applications must reference OPCFoundation.NetStandard.Opc.Ua.Bindings.Https directly; Server and GDS packages do not pull the optional binding transitively.

AddHttpsTransport(options => ...) is available as a one-shot registration for the Kestrel HTTPS stack. It registers HTTPS and WSS by default and can attach the WebApi binding and authentication callbacks in the same fluent chain. AddWebApiTransport() and AddKestrelOpcTcpTransport() are order-independent with the underlying HTTPS/TCP registrations.

Server-side configuration

Servers declare endpoints via ApplicationConfiguration → ServerConfiguration → BaseAddresses. Each base address yields a single listener for its scheme. If a discovery or hosted server has a non-TCP base address but the matching transport binding has not been registered, startup throws a clear error that names the missing scheme and suggested Add*Transport() method.

<BaseAddresses>
  <ua:String>opc.tcp://localhost:62541/MyServer</ua:String>
  <ua:String>opc.https://localhost:62540/MyServer</ua:String>
  <ua:String>opc.wss://localhost:62543/MyServer</ua:String>
</BaseAddresses>
  • The opc.tcp listener uses the lightweight raw-socket TcpTransportListener by default (no ASP.NET Core dependency). An opt-in alternative shipped in Opc.Ua.Bindings.Https (net8.0+) is described below.
  • The opc.https and opc.wss listeners both share a single HttpsTransportListener per (host, port) — Kestrel routes the inbound HTTP request to the right handler based on the Upgrade / Content-Type headers. Concretely:
    • POST with Content-Type: application/octet-stream → https-uabinary handler.
    • POST with Content-Type: application/opcua+uajson → https-uajson handler.
    • HTTP Upgrade with Sec-WebSocket-Protocol: opcua+uacp → full UASC WebSocket session.
    • HTTP Upgrade with Sec-WebSocket-Protocol: opcua+uajson → request/response JSON WebSocket session.

Security configuration

The HTTPS and WSS listeners share the same TLS configuration via HttpsConnectionAdapterOptions. By default the listener serves SecurityMode.None; setting ServerConfiguration.HttpsMutualTls = true requires the client to present a TLS certificate which is matched against the ClientCertificate field of the UASC OpenSecureChannelRequest.

The JSON sub-profiles (https-uajson and the WSS opcua+uajson sub-protocol) only accept SecurityMode.None regardless of the configured security policies — see Part 6 §7.4.5 / §7.5.2 for the spec rationale.

Binary WSS SecureChannels participate in application peer-trust revalidation. A committed Peers TrustList or CRL change closes only channels whose complete peer chain no longer validates, including outbound reverse connections, without restarting the shared HTTPS host. Ordinary request-scoped HTTPS remains governed by its TLS validation rather than this application-channel sweep.

All HTTPS and WSS client bindings, including WebApi, require the TLS certificate to match the endpoint hostname before invoking a configured OPC UA certificate validator. Trusting a certificate or its issuer does not bypass hostname verification. This also applies to TLS-only JSON bindings.

All HTTP, WebSocket and WebApi dispatch paths forward the observed remote IP address for authentication lockout accounting. Unsecured clients cannot reset that bucket by opening a new connection or changing their ApplicationUri. When a transport cannot supply a peer address, the fallback bucket is session-local, never shared by every client of a listener.

Client-side usage

The client API is the standard ManagedSessionBuilder flow; the transport is selected automatically from the endpoint URL scheme and EndpointDescription.TransportProfileUri:

ITelemetryContext telemetry = DefaultTelemetry.Create(builder => builder.AddConsole());
var application = new ApplicationInstance(telemetry)
{
    ApplicationName = "MyClient",
    ApplicationType = ApplicationType.Client
};
ApplicationConfiguration configuration = await application
    .Build("urn:localhost:MyClient", "urn:localhost:product")
    .AsClient()
    .AddSecurityConfiguration("CN=MyClient")
    .CreateAsync()
    .ConfigureAwait(false);

// 1) Connect to a known opc.wss endpoint (binary UASC):
ManagedSession session = await new ManagedSessionBuilder(configuration, telemetry)
    .UseEndpoint("opc.wss://server.example.com:62543/MyServer")
    .ConnectAsync(ct)
    .ConfigureAwait(false);

// 2) HTTPS-JSON endpoint (Security Mode None):
var jsonEndpoint = new EndpointDescription
{
    EndpointUrl = "opc.https://server.example.com:62540/MyServer",
    SecurityMode = MessageSecurityMode.None,
    SecurityPolicyUri = SecurityPolicies.None,
    TransportProfileUri = Profiles.HttpsJsonTransport
};
ManagedSession jsonSession = await new ManagedSessionBuilder(configuration, telemetry)
    .UseEndpoint(new ConfiguredEndpoint(null, jsonEndpoint))
    .ConnectAsync(ct)
    .ConfigureAwait(false);

A few notes:

  • The opc.wss:// scheme is the OPC UA alias; the stack normalises it to wss:// (the IETF scheme) and falls back to Utils.UaWebSocketsDefaultPort (4843) when no explicit port is supplied.
  • The WSS client requires the server to select the requested WebSocket sub-protocol. If the server returns anything else the connection fails with BadNotConnected.
  • The WSS-JSON client (opcua+uajson) opens a fresh ClientWebSocket per request (simplest correct behaviour). A pooled / persistent-WebSocket variant can be added without changing the public shape.
  • The HTTPS client (binary or JSON) reuses a single HttpClient per channel; the encoding is selected from EndpointDescription.TransportProfileUri at request time.

The WSS OpenAPI client (opcua+openapi) keeps a persistent connection and multiplexes requests, so an outstanding Publish does not block other services. It assigns unique, nonzero wire request handles for that connection while preserving caller-owned request objects and caller-visible response handles. Concurrent requests must use distinct caller handles; a handle can be reused after completion, cancellation or timeout. The shared ClientBase caller-handle sequence can wrap; it is separate from the connection-local wire allocator. Terminal requests release their pending state without waiting for a server reply, and late replies cannot complete a newer request.

An attributable response-decoding failure, such as exceeding MaxArrayLength, fails only that request. Other pending requests and subsequent requests keep using the connection. Transport/framing failures and responses that cannot be attributed to an issued wire handle still close it.

Caller cancellation and request timeout cancel send-lock admission and the pending response, not an already-started WebSocket send. An admitted send uses the connection's shutdown token and finishes independently of the caller; shutdown drains it before disposing the socket.

CancelRequest.RequestHandle is translated to the wire handle of the currently outstanding request with that caller handle. A retired or unknown target maps to a reserved, never-issued wire handle, so it cannot cancel an unrelated request. Wire handles never wrap: exhaustion closes the connection with BadConnectionClosed and requires reopening it. Shutdown closes operation admission, cancels queued sends and close operations, and drains admitted socket users before disposing connection resources.

HTTPS binary, JSON, and OpenAPI clients obtain response headers before buffering the body. A positive MaxMessageSize limits the actual body bytes, including chunked responses or misleading Content-Length values. An oversized response fails with BadResponseTooLarge; the reader consumes at most one byte beyond the limit to detect the overflow. HTTP error responses are disposed without buffering their bodies.

The request deadline and caller cancellation remain active while the response body is being read. The binary/JSON transport reports socket connection failures as BadNotConnected, socket or request timeouts as BadRequestTimeout, and other HTTP failures as BadUnknownResponse, while preserving the original exception for diagnostics. HTTP 429/503 retain their BadServerTooBusy and Retry-After handling.

Discovery

GetEndpoints and FindServers return the EndpointDescription list declared by the listener for each base address. For TCP, HTTPS-binary, and WSS+uacp the description includes the correct TransportProfileUri (uatcp-uasc-uabinary, https-uabinary, wss-uasc-uabinary respectively). The JSON sub-protocols are reachable on the same URL as their binary counterparts and clients select them explicitly via the Content-Type header (HTTPS) or the Sec-WebSocket-Protocol header (WSS). The HTTPS / WSS service hosts also emit a discovery-only JSON-twin EndpointDescription (TransportProfileUri = Profiles.HttpsJsonTransport / Profiles.UaWssJsonTransport, SecurityMode = None) for every SecurityMode = None binary endpoint, so JSON-aware clients see the profile in GetEndpoints without needing to construct the description themselves. The twin is discovery-only (no separate listener) — the existing binary listener handles content negotiation.

Opt-in: Kestrel-hosted opc.tcp

By default the stack ships two listener implementations for opc.tcp://:

Package Listener When to use
Opc.Ua.Core (default) TcpTransportListener Raw Socket + SocketAsyncEventArgs. No ASP.NET Core dependency. The right choice for trimmed / AOT deployments and for environments that already avoid pulling in Microsoft.AspNetCore.App.
Opc.Ua.Bindings.Https (opt-in, net8.0+) KestrelTcpTransportListener Hosts opc.tcp:// on Kestrel via Microsoft.AspNetCore.Connections.ConnectionHandler. Lets a single IHost serve opc.tcp, opc.https, and opc.wss so consumers manage one HTTP-style runtime, share TLS plumbing, and share observability middleware.

The Kestrel-TCP listener uses the same IUaSCByteTransport runtime boundary as the raw-socket listener, so the UASC channel pipeline is unchanged. It supports the full feature set the raw-socket listener does, including:

  • forward (server) and reverse-connect listener modes,
  • per-listener TLS certificate hot-update via ITransportListenerCertificateRotation,
  • discovery (EndpointDescription emission via the shared TcpServiceHost base).

Swap it in by registering the factory through the DI container before opening any opc.tcp listener (typically at application startup):

// Standalone non-DI consumers:
DefaultTransportBindingRegistry registry =
    DefaultTransportBindingRegistry.WithDefaultTcp();
registry.RegisterListenerFactory(new KestrelTcpTransportListenerFactory());
// Pass to ServerBase (via ctor / TransportBindings setter) before StartAsync.

// Microsoft.Extensions.DependencyInjection consumers:
services
    .AddOpcUa()
    .AddOpcTcpTransport()           // raw-socket opc.tcp default
    .AddKestrelOpcTcpTransport();   // last-writer-wins: overrides with Kestrel

AddKestrelOpcTcpTransport() installs an ITransportBindingConfigurator that runs after AddOpcTcpTransport(), so the registry resolves the Kestrel listener factory for opc.tcp://. The same pattern applies to AddHttpsTransport() / AddWssTransport() (HTTPS / WSS) and any custom binding registered via AddCustomTransport<TListener, TChannel>().

AddOpcTcpTransport() is optional. AddOpcUa() already seeds the mandatory raw-socket opc.tcp listener and channel factories into the transport binding registry, so clients and servers reach opc.tcp:// without it. Call it only to be explicit; the Add*Transport() extensions above still override the seeded defaults (last-writer-wins per URI scheme) whether or not it was called.

The package targets net8.0+ only (the ASP.NET Core ConnectionContext API surface used to bridge Socket-like semantics — LocalEndPoint, RemoteEndPoint, ConnectionClosed — is not consistently available on older TFMs). Consumers on net48 continue to use the raw-socket default.

Implementing a custom byte transport

The OPC UA Secure Conversation (UASC) binary channel pipeline talks to the wire through a narrow byte-level abstraction — IUaSCByteTransport. It is the public extension point for plugging in custom transports beyond the built-in TCP and WebSocket implementations.

When you need this

Use cases that are good fits for a custom byte transport:

  • Named pipes / Unix domain sockets for fast loopback IPC.
  • QUIC / HTTP/3 to replace the TCP transport's congestion behaviour.
  • In-process bridges for unit tests or co-located server/client pairs that want to skip the network stack entirely.
  • Tunnels (SSH, custom L4) that wrap the UASC chunks in another framing.

Use cases that should NOT use this:

  • A new sub-protocol that changes UASC framing — that lives inside the channel implementation, not the transport.
  • HTTPS-binary or HTTPS-JSON variants — those are handled in Opc.Ua.Bindings.Https outside the UASC pipeline.

Contract summary

public interface IUaSCByteTransport
{
    string Implementation { get; }                  // diagnostic id
    TransportChannelFeatures Features { get; }      // optional capabilities
    EndPoint? LocalEndpoint { get; }                // may be null
    EndPoint? RemoteEndpoint { get; }               // may be null

    ValueTask ConnectAsync(Uri url, CancellationToken ct);
    ValueTask SendChunkAsync(ReadOnlyMemory<byte> chunk, CancellationToken ct);
    ValueTask SendChunkAsync(BufferCollection buffers, CancellationToken ct);
    ValueTask<ArraySegment<byte>> ReceiveChunkAsync(CancellationToken ct);
    void Close();
}

public interface IUaSCByteTransportFactory
{
    string Implementation { get; }
    IUaSCByteTransport Create(
        BufferManager bufferManager,
        int receiveBufferSize,
        ITelemetryContext telemetry);
}

Each Send / Receive operates on exactly one complete UASC MessageChunk (Part 6 §6.7.2). The channel pipeline above the transport owns chunk-level framing — your job is to move chunk bytes across the wire.

Implementation checklist

  • Buffer ownership. Buffers returned by ReceiveChunkAsync are rented from the supplied BufferManager; the caller (the UASC channel) returns them via BufferManager.ReturnBuffer once the chunk has been processed. Do not pool or reuse the same array across receives.
  • Idempotent Close. The channel may dispose a transport from multiple paths (normal shutdown, fatal error, channel-state race); every implementation MUST treat Close() as a no-op when already closed.
  • Cancellation. ReceiveChunkAsync should observe the cancellation token while awaiting peer data — long-lived sessions rely on this to tear down cleanly.
  • Error mapping. Map transport-layer errors to ServiceResultException with the matching StatusCodes.BadXxx (BadConnectionClosed, BadTcpMessageTypeInvalid, BadTcpMessageTooLarge, …) so the channel can route them through normal UA fault paths.
  • Vectored Send. The BufferCollection overload is called by the channel for chunks that span multiple buffers (typical for the asymmetric handshake). If your transport does not support vectored writes, concatenate the segments into a single buffer before sending (as WebSocketByteTransportBase does).
  • Client vs server. Client transports implement ConnectAsync to dial outbound; server transports built from an already-accepted connection should throw NotSupportedException from ConnectAsync (this is the contract enforced by UaSCUaBinaryClientChannel).

Wiring the transport into the channel pipeline

Client side

Implement IUaSCByteTransportFactory and hand the factory to a subclass of UaSCUaBinaryTransportChannel:

internal sealed class MyTransportFactory : IUaSCByteTransportFactory
{
    public string Implementation => "UA-MY";
    public IUaSCByteTransport Create(BufferManager bm, int rxSize, ITelemetryContext tel)
        => new MyByteTransport(bm, rxSize, tel);
}

public sealed class MyTransportChannel : UaSCUaBinaryTransportChannel
{
    public MyTransportChannel(ITelemetryContext telemetry)
        : base(new MyTransportFactory(), telemetry)
    {
    }
}

public sealed class MyTransportChannelFactory : ITransportChannelFactory
{
    public string UriScheme => "opc.my";
    public ITransportChannel Create(ITelemetryContext telemetry)
        => new MyTransportChannel(telemetry);
}

If your transport needs channel-level state (TLS validator, client cert, custom credentials) plumbed in, override UaSCUaBinaryTransportChannel.OnSettingsSaved(TransportChannelSettings, ChannelQuotas) — that hook fires after the channel binds settings but before it tries to connect. The WSS implementation uses this pattern; see WssTransportChannel.OnSettingsSaved for a reference.

Server side

Implement ITransportListener plus an ITransportListenerFactory. For each accepted connection, construct your transport directly (not through the IUaSCByteTransportFactory, which is client-side only), then hand it to a TcpServerChannel via Attach(channelId, transport). The WSS server path in HttpsTransportListener.AcceptWebSocketAsync is the canonical template.

Registering by URL scheme

Install your custom listener and channel factories into the host's ITransportBindingRegistry. The simplest path uses the DI extension:

services
    .AddOpcUa()
    .AddCustomTransport<MyCustomListenerFactory, MyCustomChannelFactory>();

Both factories are resolved from the IServiceProvider (so they may have constructor-injected dependencies) and installed under the URI scheme reported by MyCustomListenerFactory.UriScheme. Non-DI consumers construct a DefaultTransportBindingRegistry and call RegisterListenerFactory / RegisterChannelFactory directly, then hand the registry to ServerBase (via TransportBindings) or to ReverseConnectManager.TransportBindings.

Worked example

InProcessTransport is the public reference implementation that ships in Opc.Ua.Core. It uses only public API: two paired transports communicate over a pair of in-memory System.Threading.Channels.Channel<byte[]> (one per direction). Use it directly for unit tests or co-located client/server pairs that want to skip the network stack entirely, or as a copy-paste starting point for a custom transport.

using Opc.Ua.Bindings;

var buffers = new BufferManager("inproc", 8192, telemetry);
(InProcessTransport client, InProcessTransport server) =
    InProcessTransport.CreatePair(buffers, receiveBufferSize: 8192, telemetry);

await client.SendChunkAsync(payload, ct).ConfigureAwait(false);
ArraySegment<byte> received = await server.ReceiveChunkAsync(ct).ConfigureAwait(false);

Note that InProcessTransport.ConnectAsync throws NotSupportedException — the pair is created up front via CreatePair. A real network transport would implement ConnectAsync to dial the wire.

See also

  • Profiles.md — supported profiles, security policies, message encodings.
  • MigrationGuide.md — note on the breaking removal of IMessageSocket and the new IUaSCByteTransport contract.
  • OPC UA Part 6 §7.4 (HTTPS) / §7.5 (WebSockets) for the wire-format specification.