UA-.NETStandard/docs/DependencyInjection.md

# Dependency Injection

This guide describes the unified `Microsoft.Extensions.DependencyInjection`
surface for OPC UA .NET Standard libraries. Start with
`services.AddOpcUa()`, which returns an `IOpcUaBuilder`. Feature libraries
extend the builder with their own fluent `.AddXxx(...)` methods.
For a complete, runnable client and server, see
[Getting started](GettingStarted.md); this guide is the reference for the
builder extensions.

The dependency injection surface is consistent across:

- The OPC UA Core stack (`src/Opc.Ua.Core`)
- Application configuration (`src/Opc.Ua.Configuration`)
- The client (`src/Opc.Ua.Client`)
- The complex types client (`src/Opc.Ua.Client.ComplexTypes`)
- Alarms and conditions client (`src/Opc.Ua.Client.Alarms`)
- The server (`src/Opc.Ua.Server`)
- The GDS client (`src/Opc.Ua.Gds.Client`)
- The GDS server (`src/Opc.Ua.Gds.Server`)
- The LDS server (`src/Opc.Ua.Lds.Server`)
- The WoT Connectivity server (`src/Opc.Ua.WotCon.Server`)
- The WoT Connectivity client (`src/Opc.Ua.WotCon.Client`)
- The PubSub stack (`src/Opc.Ua.PubSub`,
  `src/Opc.Ua.PubSub.Udp`, `src/Opc.Ua.PubSub.Mqtt`,
  `src/Opc.Ua.PubSub.Server`) — see [`PubSub.md`](PubSub.md)
  for the full library reference.

Public constructors and factories remain available for applications that do
not use dependency injection. Examples include `new ApplicationInstance(telemetry)`,
`new StandardServer(telemetry)`, `new LdsServer(telemetry)`, and
`new ManagedSession(...)`. Use dependency injection when you want the .NET
Generic Host to manage application lifetime, logging, and configuration. Use
the manual constructors when you need finer control.

## Contents

- [Quick reference](#quick-reference)
- [Root: `services.AddOpcUa()`](#root-servicesaddopcua)
  - [Buffer managers](#buffer-managers)
- [Shared application configuration](#shared-application-configuration)
  - [Application identity and certificate defaults](#application-identity-and-certificate-defaults)
  - [Advanced application certificate validation](#advanced-application-certificate-validation)
- [Options binding](#options-binding)
- [Server feature](#server-feature)
  - [Server metadata](#server-metadata)
  - [Node-manager factories](#node-manager-factories)
  - [Post-startup tasks](#post-startup-tasks)
  - [Alias-name stores and standard browse nodes](#alias-name-stores-and-standard-browse-nodes)
  - [Localized resources](#localized-resources)
  - [Migrating with an existing configuration XML file](#migrating-with-an-existing-configuration-xml-file)
  - [Server security and resource controls](#server-security-and-resource-controls)
  - [First-class server options](#first-class-server-options)
  - [Committed session bindings](#committed-session-bindings)
  - [Server-side reverse connect](#server-side-reverse-connect)
  - [Operation limits](#operation-limits)
  - [User token policies](#user-token-policies)
  - [Identity (server)](#identity-server)
  - [Fluent shortcuts and one-shot presets](#fluent-shortcuts-and-one-shot-presets)
  - [Positioning](#positioning)
  - [Robotics](#robotics)
- [Client feature](#client-feature)
  - [Client: using an existing configuration XML file](#client-using-an-existing-configuration-xml-file)
  - [Client: loading the configuration eagerly](#client-loading-the-configuration-eagerly)
  - [Fluent shortcuts](#fluent-shortcuts)
  - [Identity (client)](#identity-client)
- [Complex types](#complex-types)
- [Alarms and conditions](#alarms-and-conditions)
- [Client-side reverse connect](#client-side-reverse-connect)
- [Channel manager](#channel-manager)
- [Application instance (advanced)](#application-instance-advanced)
- [GDS Client](#gds-client)
- [GDS Server](#gds-server)
  - [Identity (GDS server)](#identity-gds-server)
- [LDS Server](#lds-server)
- [WoT Connectivity Server](#wot-connectivity-server)
- [WoT Connectivity Client](#wot-connectivity-client)
- [Combined hosts](#combined-hosts)
- [Native AOT](#native-aot)
- [Telemetry](#telemetry)
- [See also](#see-also)

## Quick reference

| Feature library                | Method on `IOpcUaBuilder`               | Returns                  | Hosted? | Section                  |
|--------------------------------|------------------------------------------|--------------------------|---------|--------------------------|
| `Opc.Ua.Core` (root)           | `services.AddOpcUa()`                    | `IOpcUaBuilder`          | —       | —                        |
| `Opc.Ua.Configuration`         | `builder.ConfigureApplication(opt => …)` | `IOpcUaBuilder`          | —       | —                        |
| `Opc.Ua.Configuration`         | `builder.AddApplicationInstance()`       | `IOpcUaBuilder`          | —       | —                        |
| `Opc.Ua.Core` (crypto)         | `builder.AddCryptoProvider(crypto => …)` | `IOpcUaBuilder`          | —       | —                        |
| `Opc.Ua.Security.Pkcs11`       | `builder.AddPkcs11CertificateStore(…)`   | `IOpcUaBuilder`          | —       | —                        |
| `Opc.Ua.Client`                | `builder.AddClient(opt => …)`            | `IOpcUaClientBuilder`    | —       | `OpcUa:Client`           |
| `Opc.Ua.Client.ComplexTypes`   | `builder.AddComplexTypes()`              | `IOpcUaBuilder`          | —       | —                        |
| `Opc.Ua.Client.Alarms` (within `Opc.Ua.Client`) | `builder.AddAlarms()`        | `IOpcUaBuilder`          | —       | —                        |
| `Opc.Ua.Server`                | `builder.AddServer(opt => …)`            | `IOpcUaServerBuilder`    | yes     | `OpcUa:Server`           |
| `Opc.Ua.Server` (node manager)| `builder.AddNodeManager<T>()`            | `IOpcUaServerBuilder`    | —       | —                        |
| `Opc.Ua.Server` (runtime NodeSet) | `builder.AddRuntimeNodeSet(…)`       | `IOpcUaServerBuilder`    | —       | —                        |
| `Opc.Ua.Server` (live NodeManagers) | resolve `INodeManagerLifecycle`   | `INodeManagerLifecycle`  | yes     | —                        |
| `Opc.Ua.Positioning.Server`    | `serverBuilder.AddPositioningServer()` / `AddPositioningFor<T>()` | `IPositioningServerBuilder` | yes (via `AddServer`) | — |
| `Opc.Ua.Positioning.Client`    | `clientBuilder.AddPositioningClient()`   | `IOpcUaClientBuilder`    | —       | —                        |
| `Opc.Ua.Robotics.Server`       | `serverBuilder.AddRobotics(opt => …)`    | `IOpcUaServerBuilder`    | yes (via `AddServer`) | — |
| `Opc.Ua.Robotics.Server` (model) | `serverBuilder.AddRoboticsModel<T>()`  | `IOpcUaServerBuilder`    | —       | —                        |
| `Opc.Ua.Robotics.Server` (build) | `serverBuilder.ConfigureRobotics(…)` / `ConfigureRoboticsFor<T>(…)` | `IOpcUaServerBuilder` | — | — |
| `Opc.Ua.Robotics.Client`       | `clientBuilder.AddRoboticsClient()`      | `IOpcUaClientBuilder`    | —       | —                        |
| `Opc.Ua.Gds.Client`     | `builder.AddGdsClient(opt => …)`         | `IGdsClientBuilder`      | —       | `OpcUa:Gds:Client`       |
| `Opc.Ua.Gds.Server`     | `builder.AddGdsServer(opt => …)`         | `IGdsServerBuilder`      | yes     | `OpcUa:Gds:Server`       |
| `Opc.Ua.Lds.Server`            | `builder.AddLdsServer(opt => …)`         | `ILdsServerBuilder`      | yes     | `OpcUa:Lds`              |
| `Opc.Ua.WotCon.Server`         | `builder.AddWotConServer(opt => …)`      | `IWotConServerBuilder`   | yes (via `AddServer`) | `OpcUa:WotCon:Server` |
| `Opc.Ua.WotCon.Client`         | `builder.AddWotConClient(opt => …)`      | `IOpcUaBuilder`          | —       | `OpcUa:WotCon:Client`    |
| `Opc.Ua.PubSub`                | `builder.AddPubSub(opt => …)`            | `IPubSubBuilder`         | yes     | `OpcUa:PubSub`           |
| `Opc.Ua.PubSub` (publish-only) | `builder.AddPubSubPublisher(opt => …)`   | `IPubSubBuilder`         | yes     | `OpcUa:PubSub`           |
| `Opc.Ua.PubSub` (subscribe-only) | `builder.AddPubSubSubscriber(opt => …)`| `IPubSubBuilder`         | yes     | `OpcUa:PubSub`           |
| `Opc.Ua.PubSub` (SKS client)   | `builder.AddPubSubSecurityKeyServiceClient(...)` | `IPubSubBuilder` | —       | `OpcUa:PubSub:Sks:Client`|
| `Opc.Ua.PubSub` (SKS server)   | `builder.AddPubSubSecurityKeyServiceServer(...)` | `IPubSubBuilder` | yes     | `OpcUa:PubSub:Sks:Server`|
| `Opc.Ua.PubSub.Udp`            | `pubSub.AddUdpTransport()`               | `IPubSubBuilder`         | —       | —                        |
| `Opc.Ua.PubSub.Mqtt`           | `pubSub.AddMqttTransport()`              | `IPubSubBuilder`         | —       | —                        |
| `Opc.Ua.PubSub.Server`         | `serverBuilder.AddPubSubAddressSpace(...)` | `IPubSubServerBuilder` | yes     | `OpcUa:PubSub:AddressSpace` |
| `Opc.Ua.Redundancy.Server`     | `serverBuilder.UseDistributedAddressSpace(...)` / `UseReplicatedAddressSpace(...)` / `UseActiveActiveRedundancy(...)` / `UsePeerDiscovery(...)` / `AddServerRedundancy(...)` | `IOpcUaServerBuilder` | yes (via `AddServer`) | see [HighAvailability.md](HighAvailability.md) |
| `Opc.Ua.Redundancy.Kubernetes` | `serverBuilder.UseKubernetesRaftConsensus(...)` | `IOpcUaServerBuilder`    | yes (via `AddServer`) | see [Kubernetes.md](Kubernetes.md) |

Identity-provider extensions hang off `IOpcUaServerBuilder`,
`IOpcUaClientBuilder`, and `IGdsServerBuilder`:

| Extension                                     | Builder                  | Section                          |
|-----------------------------------------------|--------------------------|----------------------------------|
| `AddDefaultIdentityAuthenticators(...)`       | server, gds              | `OpcUa:Server:Identity:Defaults` |
| `AddIdentityAuthenticator<T>()`               | server, gds              | —                                |
| `AddIdentityAuthenticator(instance)` / `(factory)` | server             | —                                |
| `AddIdentityAugmenter<T>()`                   | server, gds              | —                                |
| `AddGdsApplicationSelfAdminProvider()`        | gds                      | —                                |
| `AddJwtIssuer(...)`                           | server, gds              | `OpcUa:Server:Identity:Issuers[]`|
| `WithAuthorizationService(...)` / `<TIssuer>()` | gds                    | —                                |
| `WithKeyCredentialPush(...)`                  | server                   | —                                |
| `AddSessionlessInvocation(...)`               | server                   | —                                |
| `ConfigureRoles(...)`                         | server, gds              | `OpcUa:Server:Roles`             |
| `AddIdentityProvider(...)` / `<T>()`          | client                   | `OpcUa:Client:Identity`          |
| `AddAccessTokenProvider(...)` / `<T>()`       | client                   | —                                |

See the [Identity (server)](#identity-server),
[Identity (client)](#identity-client), and
[Identity (GDS server)](#identity-gds-server) sections below and the
full [Identity Providers](IdentityProviders.md) guide.

Server features marked **Hosted? = yes** register an `IHostedService` so
the .NET Generic Host (`Host.CreateApplicationBuilder(args)`) owns their
lifetime, certificate setup, and Ctrl+C / SIGTERM handling.

## Root: `services.AddOpcUa()`

`services.AddOpcUa()` is the only entry point. It does three things:

1. Registers `ITelemetryContext` as a `ServiceProviderTelemetryContext`
   singleton (via `TryAddSingleton`, so any prior user registration
   wins).
2. Registers the default `IBufferManagerFactory` and
   `BufferManagerFactoryOptions` singletons (also via `TryAddSingleton`).
3. Returns an `IOpcUaBuilder` whose `.Services` property exposes the
   underlying `IServiceCollection` for advanced scenarios.

```csharp
using Microsoft.Extensions.DependencyInjection;

services.AddOpcUa();
```

`AddOpcUa` is idempotent. The returned `IOpcUaBuilder` derives from the
older `IDependencyInjectionBuilder` so existing
`builder.AddLogging()` / `builder.AddMetrics()` extensions still compile
unchanged. New `AddLogging(this IOpcUaBuilder)` /
`AddMetrics(this IOpcUaBuilder)` overloads return `IOpcUaBuilder` for
fluent chaining into feature methods:

```csharp
services.AddOpcUa()
    .AddLogging(b => b.AddConsole())
    .AddMetrics()
    .AddServer(o => /* … */)
    .AddNodeManager<MyNodeManagerFactory>();
```

### Buffer managers

Transport listeners and channels resolve `IBufferManagerFactory` from dependency injection. The default factory selects `FastBufferManager` in Release builds, `CookieBufferManager` in Debug builds, and `TracingBufferManager` when the stack is compiled with `TRACK_MEMORY`.

The factory does not limit outstanding buffers by default. Incomplete server
messages have a separate, enabled-by-default
[chunk reassembly budget](RateLimiting.md#incomplete-messages), so they do not
consume the allocation capacity needed for unrelated requests and responses.

Register options before `AddOpcUa()` to select an implementation explicitly or
opt into an outstanding-buffer budget:

```csharp
services.AddSingleton(new BufferManagerFactoryOptions
{
    ImplementationKind = BufferManagerImplementationKind.Fast,
    MaxOutstandingBytesPerProcess = 256L * 1024 * 1024
});

services.AddOpcUa()
    .AddOpcTcpTransport()
    .AddHttpsTransport();
```

When `MaxOutstandingBytesPerProcess` is positive, the singleton factory wraps every
manager it creates with `LimitingBufferManager` and shares one
`BufferManagerMemoryLimiter` across them. A rent waits synchronously for
capacity. Use this optional policy only where
buffer returns can progress independently; it is not a substitute for the
nonblocking server reassembly budget. A single rent whose conservative expected
size exceeds the budget fails immediately rather than waiting forever.
Zero or `null` leaves allocation unrestricted. Independently constructed
factories have independent budgets. Accounting uses actual rented-array lengths,
including pool rounding and metadata, and excludes arrays returned to the pool.

Capacity changes notify only currently registered renters; idle buffer returns
do not accumulate wakeups. Cancellation removes any unclaimed wakeup, and
disposal wakes all blocked renters before releasing the wait primitive.

Applications can replace the complete policy by registering an `IBufferManagerFactory` before `AddOpcUa()`:

```csharp
services.AddSingleton<IBufferManagerFactory, MyBufferManagerFactory>();
services.AddOpcUa();
```

The existing `new BufferManager(name, maxBufferSize, telemetry)` path remains available for direct creation. `BufferManager` is a compatibility facade over `IBufferManager`; `FastBufferManager`, `CookieBufferManager`, `TracingBufferManager`, and `LimitingBufferManager` can also be created directly for advanced scenarios.

## Shared application configuration

`ConfigureApplication(...)` defines the application identity, PKI root, and common certificate-validation settings once. `AddClient(...)`, `AddServer(...)`, or both contribute their feature-specific sections to one `ApplicationConfiguration`; the provider calls `ApplicationConfigurationBuilder.CreateAsync`, validates the completed configuration, and ensures the application instance certificate exists before a client connects or a hosted server starts. Use `ConfigureApplication(...)` for combined client/server hosts, or when several `AddClient(...)`/`AddServer(...)` registrations must share one application identity and certificate lifecycle. A client-only host can instead set the same identity fields directly on `OpcUaClientOptions` inside `AddClient(...)` (see [Client feature](#client-feature)) without a separate `ConfigureApplication(...)` call.

```csharp
IOpcUaBuilder opcUa = services.AddOpcUa()
    .ConfigureApplication(options =>
    {
        options.ApplicationName = "MyApplication";
        options.ApplicationUri = "urn:localhost:MyApplication";
        options.ProductUri = "uri:example.com:MyApplication";
        options.SubjectName = "CN=MyApplication, O=Example, DC=localhost";
        options.PkiRoot = Path.Combine(
            Environment.GetFolderPath(Environment.SpecialFolder.LocalApplicationData),
            "Example",
            "MyApplication",
            "pki");
        options.AutoAcceptUntrustedCertificates = false;
        options.RejectSHA1SignedCertificates = true;
        options.MinimumCertificateKeySize = 2048;

        // Code-only advanced settings, applied after the values above.
        options.ConfigureSecurity = security => security
            .SetMaxRejectedCertificates(20)
            .SetRejectUnknownRevocationStatus(true)
            .SetUseValidatedCertificates(false)
            .SetSendCertificateChain(true);
    });

opcUa.AddClient(options =>
{
    options.Session = new ManagedSessionOptions
    {
        SessionName = "MyClient"
    };
});

opcUa.AddServer(options =>
{
    options.EndpointUrls.Add("opc.tcp://localhost:4840/MyApplication");
});
```

When both features are registered, the shared configuration has `ApplicationType.ClientAndServer` and one application-certificate lifecycle. An explicitly supplied `OpcUaClientOptions.Configuration` still wins for that client registration.

### Application identity and certificate defaults

| Setting | Behavior when omitted |
|---------|-----------------------|
| `ApplicationName` | Required after client/server feature defaults are applied. The server feature defaults to `OpcUaServer`; client-only applications should set it explicitly. |
| `ApplicationUri` | Generated from the host name and application name during validation. Set a stable URI for deployed applications. |
| `ProductUri` | Uses the contributing feature value. Set a stable product URI for deployed applications. |
| `SubjectName` | `CN={ApplicationName}, O=OPC Foundation, DC=localhost`; `DC=localhost` is replaced with the host name. |
| `PkiRoot` | A per-application `OPC Foundation/{ApplicationName}/pki` directory below the per-user local application-data directory (`Environment.SpecialFolder.LocalApplicationData`). The shared temporary directory is not used, because other local users could pre-create it. Configuration fails if no application-data directory is available. When certificate stores of an earlier version (which defaulted to the temporary directory) exist but the new default does not, a warning names both paths: configure `PkiRoot` or move the stores to keep the existing application certificate. Configure a persistent, access-controlled location in production. |
| Application certificates and stores | Directory-backed application, trusted peer/issuer, HTTPS, user, and rejected stores are created below `PkiRoot`; default RSA and supported ECC application-certificate identifiers are selected. |

The security builder uses these secure defaults:

- It does not auto-accept unknown certificates or copy the application
  certificate into a shared trusted store.
- It rejects SHA-1 certificates and unknown revocation status.
- It does not suppress nonce-validation errors.
- It sends certificate chains and requires an RSA key size of at least 2048.
- It retains at most five rejected certificates.
- It disables validated-certificate caching unless explicitly enabled.

### Advanced application certificate validation

`OpcUaApplicationOptions.ConfigureSecurity` is an
`Action<IApplicationConfigurationBuilderSecurityOptions>?`. It is invoked after
the default application certificates and stores and after the first-class
`AutoAcceptUntrustedCertificates`, `RejectSHA1SignedCertificates`, and
`MinimumCertificateKeySize` values. It is the final security customization
before `CreateAsync`, so it can override those first-class values. The callback
is code-only and is not bound from `IConfiguration`; exceptions are not
swallowed and fail application-configuration provider creation.

Prefer the first-class properties for their common settings and use
`ConfigureSecurity` only for advanced certificate/store behavior:

| Method | Purpose and secure default |
|--------|----------------------------|
| `SetApplicationCertificates(...)` | Replaces the generated application-certificate identifiers. Prefer `SubjectName` and `PkiRoot` for the normal generated layout. |
| `SetMaxRejectedCertificates(...)` | Sets rejected-certificate retention; default `5`. Zero keeps unlimited history; a negative value disables new storage. Directory prunes prior history at a negative limit; the shared key/value store retains it. |
| `SetAutoAcceptUntrustedCertificates(...)` | Accepts otherwise-valid unknown peer certificates; default `false`. Prefer `AutoAcceptUntrustedCertificates`. Use `true` only in an isolated lab. |
| `SetAddAppCertToTrustedStore(...)` | Adds a newly created application certificate to a shared trusted store; default `false`. |
| `SetRejectSHA1SignedCertificates(...)` | Rejects SHA-1-signed certificates; default `true`. Prefer `RejectSHA1SignedCertificates`. |
| `SetRejectUnknownRevocationStatus(...)` | Rejects chains when CA revocation status cannot be determined; default `true`. |
| `SetUseValidatedCertificates(...)` | Reuses previously validated certificates without repeating the full validation path; default `false`. Leave disabled unless the reduced revalidation is explicitly acceptable for the deployment. |
| `SetSuppressNonceValidationErrors(...)` | Suppresses zero/weak nonce errors; default `false`. Enabling it weakens user-token protection and is only for unavoidable legacy interoperability. |
| `SetSendCertificateChain(...)` | Sends the chain with a CA-signed application certificate; default `true`. |
| `SetMinimumCertificateKeySize(...)` | Sets the minimum accepted RSA key size; default `2048`. Prefer `MinimumCertificateKeySize`. |
| `AddCertificatePasswordProvider(...)` | Supplies an `ICertificatePasswordProvider` for protected private keys; no provider is registered by default. |

See [Certificates](Certificates.md) for trust-store deployment and validation,
and [Certificate Manager](CertificateManager.md) for injectable certificate
lifecycle management.

Discovery servers expose the same transport and reverse-connect shortcuts as
the regular server builder:

```csharp
services.AddOpcUa()
    .AddInMemoryGdsServer(o => o.EndpointUrls.Add("opc.tcp://localhost:58810/GDS"))
    .AddOpcTcpTransport()
    .AddHttpsTransport()
    .AddReverseConnect(o => o.Clients.Add(new ServerReverseConnectClientOptions
    {
        EndpointUrl = "opc.tcp://client.example.com:4841"
    }));

services.AddOpcUa()
    .AddLdsServer(o => o.EndpointUrls.Add("opc.tcp://localhost:4840/LDS"))
    .AddRegistrationStore<MyRegisteredServerStore>()
    .AddMulticastDiscovery<MyLdsMeFactory>();

services.AddOpcUa()
    .AddWotConnectivityServer(
        server => server.EndpointUrls.Add("opc.tcp://localhost:4840/WoT"),
        wot => wot.AssetNamespaceUri = WotConnectivityServerOptions.DefaultAssetNamespaceUri);
```

`AddHttpsTransport()` is supplied by
`OPCFoundation.NetStandard.Opc.Ua.Bindings.Https`. Add that package directly
when enabling HTTPS, WSS, Kestrel-hosted OPC TCP, or the REST binding; the GDS
server package does not reference it transitively.

## Options binding

Every feature `.AddXxx(...)` has three overloads:

```csharp
// 1. Action — AOT-safe, recommended for all consumers.
builder.AddServer(o => { o.ApplicationName = "MyServer"; /* … */ });

// 2. IConfiguration — bind from a configuration root's default section.
builder.AddServer(builder.Configuration);

// 3. IConfigurationSection — bind from an explicit section.
builder.AddServer(builder.Configuration.GetSection("MyApp:Server"));
```

The default section names are:

| Feature                        | Section                  |
|--------------------------------|--------------------------|
| Server                         | `OpcUa:Server`           |
| Client                         | `OpcUa:Client`           |
| GDS Client                     | `OpcUa:Gds:Client`       |
| GDS Server                     | `OpcUa:Gds:Server`       |
| LDS Server                     | `OpcUa:Lds`              |
| WoT Connectivity Server        | `OpcUa:WotCon:Server`    |
| WoT Connectivity Client        | `OpcUa:WotCon:Client`    |

The `IConfiguration` / `IConfigurationSection` overloads are
**AOT-safe** on every library. Each dependency-injection-emitting library opts into the
.NET 8+ [Configuration Binding Source Generator](https://learn.microsoft.com/dotnet/core/extensions/configuration-generator)
(`<EnableConfigurationBindingGenerator>true</EnableConfigurationBindingGenerator>`),
which replaces the reflection-based binder with statically-generated
[C# 12 interceptors](https://learn.microsoft.com/dotnet/csharp/whats-new/csharp-12#interceptors).
The `tests/Opc.Ua.Aot.Tests` project verifies that `dotnet publish`
under `PublishAot=true` produces zero `IL2026` / `IL3050` warnings
from the dependency injection surface.

## Server feature

`builder.AddServer(o => …)` hosts a `DependencyInjectionStandardServer`
via a private `OpcUaServerHostedService`. This implementation derives
from `ReverseConnectServer`, so configured reverse connections work
alongside the dependency-injection hooks without an application server
subclass. The ordinary `StandardServer` and its direct-construction
behavior are unchanged. Endpoints, PKI root, security policies, and the
application instance certificate are all set up on host startup.

```csharp
using Microsoft.Extensions.DependencyInjection;
using Microsoft.Extensions.Hosting;
using Microsoft.Extensions.Logging;

HostApplicationBuilder builder = Host.CreateApplicationBuilder(args);
builder.Logging.AddConsole();

builder.Services
    .AddOpcUa()
    .AddServer(o =>
    {
        o.ApplicationName = "MyServer";
        o.ApplicationUri = "urn:localhost:MyOrg:MyServer";
        o.ProductUri = "uri:myorg:myserver";
        o.AutoAcceptUntrustedCertificates = false;
        o.EndpointUrls.Add("opc.tcp://localhost:51210/MyServer");
    })
    .AddNodeManager<MyNodeManagerFactory>()       // IAsyncNodeManagerFactory
    .AddSyncNodeManager<LegacyNodeManagerFactory>(); // INodeManagerFactory

await builder.Build().RunAsync();
```

`.AddNodeManager(...)`, `.AddNodeManagers(...)`, and
`.AddSyncNodeManager<T>()` register factories under an
`OpcUaServerNodeManagerRegistration` wrapper that is
**scoped to the regular server feature**. Node managers registered this
way are **not** visible to the GDS / LDS hosted services running in the
same container. See *Combined hosts* below.

`.AddServer(...)` throws `InvalidOperationException` on a second call:
at most one regular server may be registered per service collection.

The regular hosted server also registers `INodeManagerLifecycle` as a singleton forwarding provider. After the server reaches `Running`, application services can inject it to add, reload, or remove lifecycle-owned NodeManagers. Calls made before startup or after shutdown fail explicitly.

```csharp
public sealed class RuntimeModelService(INodeManagerLifecycle lifecycle)
{
    public ValueTask<NodeManagerRegistration> AddAsync(CancellationToken ct)
    {
        return lifecycle.AddRuntimeNodeSetAsync(
            new RuntimeNodeSetOptions
            {
                Sources = [RuntimeNodeSetSource.FromFile("Models/Line.NodeSet2.xml")]
            },
            callerContext: null,
            ct);
    }
}
```

Applications that construct `StandardServer` directly use `server.NodeManagerLifecycle` instead. Both paths use the same lifecycle implementation and generation-aware registration handles.

Advanced server services can be supplied through the same fluent builder:

```csharp
builder.Services
    .AddOpcUa()
    .AddServer(o => o.ApplicationName = "MyServer")
    .AddSessionManager<MySessionManager>()
    .AddSubscriptionManager<MySubscriptionManager>()
    .AddDurableSubscriptions(subscriptionStore, monitoredItemQueueFactory)
    .AddHistorian(historianProvider)
    .AddFileSystem(fileSystemProvider)
    .AddSecretStore(secretStore)
    .AddCertificateManager(certificateManager)
    .AddAliasNameStore(aliasNameStore);
```

If no identity authenticator is configured, the regular hosted server adds
an anonymous authenticator matching its default anonymous user-token policy.
If a non-anonymous user-token policy is configured without a corresponding
authenticator, startup logs a warning.

The customization extensions below are methods on `IOpcUaServerBuilder`
in `Microsoft.Extensions.DependencyInjection`; they return the same builder.
They use the existing server and dependency-injection dependencies.

Adopting these hooks is optional. Existing direct server construction and
subclass-based customization remain supported; upgrading does not require
switching to dependency injection.

### Server metadata

`ConfigureServerProperties(Action<Opc.Ua.ServerProperties>)` configures
the metadata published in the server's build information:

```csharp
services.AddOpcUa()
    .AddServer(options =>
    {
        options.ApplicationName = "PlantServer";
        options.ProductUri = "urn:example:PlantServer";
    })
    .ConfigureServerProperties(properties =>
    {
        properties.ManufacturerName = "Example Automation";
        properties.SoftwareVersion = "2.0.0";
        properties.BuildNumber = "42";
        properties.BuildDate = new DateTime(2026, 9, 1, 0, 0, 0, DateTimeKind.Utc);
    });
```

The callback configures `IOptions<Opc.Ua.ServerProperties>`. A directly
registered `Opc.Ua.ServerProperties` service takes precedence over those
options; the two sources are not merged.

| Property left unspecified | Default |
|---------------------------|---------|
| `ProductName` | The effective `ApplicationConfiguration.ApplicationName`. |
| `ProductUri` | The effective `ApplicationConfiguration.ProductUri`. |
| `SoftwareVersion` | The existing stack software-version helper's value. |
| `BuildNumber` | The existing stack build-number helper's value. |
| `ManufacturerName`, `BuildDate` | No publisher identity or build date is inferred; configure these explicitly. |

The version and build-number fallbacks are **stack defaults**, not the
publisher application's version. Supply the publisher's own metadata for
released products. On the XML/stream path, the effective application
identity comes from the loaded configuration, including any
`ConfigureLoadedConfiguration` changes.

### Node-manager factories

Use `AddNodeManager<TFactory>()` for an `IAsyncNodeManagerFactory` resolved
from dependency injection, or the existing `AddSyncNodeManager<TFactory>()`
for an `INodeManagerFactory`. Generic factories are resolved lazily, after
the effective application configuration has been loaded or built.
Already-constructed instances are also supported through
`AddNodeManager(IAsyncNodeManagerFactory)` and
`AddNodeManager(INodeManagerFactory)`.

Configuration-dependent constructors should use
`AddNodeManagers(Func<IServiceProvider, ApplicationConfiguration, ArrayOf<IAsyncNodeManagerFactory>>)`.
The callback receives the effective configuration, including loaded-file
overrides, and can return zero, one, or many factories:

```csharp
using Microsoft.Extensions.DependencyInjection;

services.AddOpcUa()
    .AddServer("PlantServer.Config.xml")
    .AddNodeManagers((sp, configuration) =>
    [
        ActivatorUtilities.CreateInstance<PlantNodeManagerFactory>(sp, configuration)
    ]);
```

Here `PlantNodeManagerFactory` is an application-defined
`IAsyncNodeManagerFactory` whose constructor accepts
`ApplicationConfiguration` and any other injected dependencies. Use `[]`
when no factories are needed, or include more factories in the returned
`ArrayOf<IAsyncNodeManagerFactory>`. The loaded configuration is supplied
explicitly; it is **not** registered as a global `ApplicationConfiguration`
service for constructor injection.

### Post-startup tasks

`AddStartupTask<TTask>()`, where `TTask : class, IServerStartupTask`,
registers an injected task implementing
`OnServerStartedAsync(IServerContext, CancellationToken)`. Alternatively,
`AddStartupTask(Func<IServiceProvider, IServerContext, CancellationToken, ValueTask>)`
registers an asynchronous delegate. `IServerStartupTask` is in
`Opc.Ua.Server.Hosting`.

For example, register an application task, or delegate to an injected
initializer whose `InitializeAsync` returns `ValueTask`:

```csharp
serverBuilder.AddStartupTask<MyStartupTask>();
serverBuilder.AddStartupTask((sp, context, cancellationToken) =>
    sp.GetRequiredService<MyInitializer>().InitializeAsync(context, cancellationToken));
```

Type registration is idempotent: registering the same `TTask` again does
not run it twice. Separate delegate registrations are distinct tasks.
Tasks run sequentially in registration order, once after the server has
started. An exception or cancellation aborts hosted startup and triggers
server cleanup; subsequent tasks do not run.

`StopAsync` waits for execution cleanup even after a host shutdown timeout,
so the host does not dispose dependencies that the server is still using.
Slow cleanup can therefore outlast that timeout.

Use injected services for application dependencies and the existing typed
node-manager lookup for server subsystems. For example, inside a task:

```csharp
using System.Linq;
using Opc.Ua;
using Opc.Ua.Server;

IDiagnosticsNodeManager diagnostics =
    context.FindNodeManagers<IDiagnosticsNodeManager>().Single();
HistoryServerCapabilitiesState capabilities =
    await diagnostics.GetDefaultHistoryCapabilitiesAsync(cancellationToken)
        .ConfigureAwait(false);
```

No extra `IServerContext` members or server subclass are needed. Prefer
the historian providers' automatic
[capabilities rollup](HistoricalAccess.md#capability-discovery) when it
already describes the server's history support, rather than manually
overriding the published capabilities in a task.

### Alias-name stores and standard browse nodes

`AddAliasNameStore(store)` and `AddAliasNameStoreRegistry(registry)`
make registered stores available before address-space startup.
Application `IServerPreStartupTask` registrations run first, in their
registration order, so they can initialize source registries before the
stores are copied into the server's registry.
`ConfigureAliasNames(Action<AliasNameServerOptions>)` controls whether
the normal `ConfigurationNodeManager` also materializes their aliases
and declared optional capabilities under the standard `TagVariables`
and `Topics` categories:

```csharp
serverBuilder
    .AddAliasNameStore(aliasNameStore)
    .ConfigureAliasNames(options => options.MaterializeAliasNodes = true);
```

`AliasNameServerOptions` is in `Opc.Ua.Server.AliasNames`; its
`MaterializeAliasNodes` defaults to `false`. Materialized browse nodes
are a startup snapshot by default. Also set `RefreshAliasNodesOnChange = true`
to opt a materialized host into bounded, coalesced live refresh. This second
option does not enable materialization by itself; query-only servers remain
query-only.
This setting is independent of `AliasNameNodeManagerOptions` for custom
categories, whose `MaterializeAliasNodes` default remains `true`.
See [Alias Names](AliasNames.md#browsable-alias-nodes) for capabilities,
mutation behavior, and the lower-level materialization helper.

### Localized resources

Use `ConfigureResources(Action<Opc.Ua.Server.ResourceManager>)` or
`ConfigureResources(Action<IServiceProvider, Opc.Ua.Server.ResourceManager>)`
to add translations or replace default status text. The callbacks run
after the base resource manager has loaded the stack's default status
text. In a Generic Host, the service-provider overload can also consume
application configuration:

```csharp
using Microsoft.Extensions.Configuration;
using Microsoft.Extensions.DependencyInjection;

serverBuilder
    .ConfigureResources(resources =>
        resources.Add("DeviceUnavailable", "de-DE", "Das Gerät ist nicht verfügbar."))
    .ConfigureResources((sp, resources) =>
    {
        string text = sp.GetRequiredService<IConfiguration>()["Messages:DeviceUnavailable"]
            ?? "The device is unavailable.";
        resources.Add("DeviceUnavailable", "en-US", text);
    });
```

The server creates, retains, and disposes its own resource manager.
These callbacks do not register a live `Opc.Ua.Server.ResourceManager`
service for injection. Resolve supporting services from `sp` and use the
manager passed to the callback.

Translated text retains its original `TranslationInfo` fallback locale,
template, and arguments. A retained result can therefore be translated for
another session without losing its original fallback.

### Migrating with an existing configuration XML file

Applications that already own a classic OPC UA application configuration
file (`*.Config.xml`, previously loaded through
`ApplicationInstance.LoadApplicationConfigurationAsync`) can pass that
file to `AddServer` directly and keep every setting in it — base
addresses, security policies, certificate stores, transport quotas,
operation limits, user-token policies — while adopting the hosted
dependency-injection surface:

```csharp
builder.Services
    .AddOpcUa()
    .AddServer("MyServer.Config.xml")
    .AddNodeManager<MyNodeManagerFactory>();
```

The same file can be referenced from configuration instead
(`OpcUa:Server:ConfigurationFile`), and a custom `StandardServer`
subclass works too:

```json
{ "OpcUa": { "Server": { "ConfigurationFile": "MyServer.Config.xml" } } }
```

```csharp
builder.Services.AddOpcUa().AddServer<MyServer>("MyServer.Config.xml");
```

On this path, the file is authoritative and takes precedence over any
application registered with `ConfigureApplication(...)`. The file also
overrides configuration-builder settings from `OpcUaServerOptions`, including:

- `ApplicationName`, `EndpointUrls`, and `PkiRoot`
- Security-policy toggles and transport quotas
- `ReverseConnect` and `ConfigureBuilder`

Hosted-server settings such as `Identity` and `ConfigureRateLimits` still
apply, as do runtime registrations such as node managers, startup tasks,
authenticators, metadata, resources, and alias settings. Configuration
shortcuts such as `AddReverseConnect` and `ConfigureOperationLimits` do not
override file settings.

To override individual file settings in code, use
`ConfigureLoadedConfiguration`, also available through the optional
`AddServer` callback below. It runs after the file is loaded and validated,
but before the server checks certificates or starts:

```csharp
builder.Services
    .AddOpcUa()
    .AddServer("MyServer.Config.xml", configuration =>
    {
        configuration.ServerConfiguration.MaxSessionCount = 25;
    });
```

A configuration document that is not a file on disk — an embedded
resource, a document fetched from a store — can be supplied as a
`Stream` instead (`OpcUaServerOptions.ConfigurationStream`; mutually
exclusive with `ConfigurationFile`). The stream must remain open until
the host starts the server; it is read once and disposed by the hosted
service during startup, so do not wrap it in a `using` yourself:

```csharp
Stream stream = typeof(Program).Assembly
    .GetManifestResourceStream("MyApp.MyServer.Config.xml")!;

builder.Services
    .AddOpcUa()
    .AddServer(stream)   // read + disposed when the host starts the server
    .AddNodeManager<MyNodeManagerFactory>();
```

The certificate manager and certificate password provider registered in
dependency injection are honored the same way as on the options path,
and the unmatched user-token-policy startup warning is derived from the
policies advertised by the file. The client offers the same migration
path — see
[Client: using an existing configuration XML file](#client-using-an-existing-configuration-xml-file).

### Server security and resource controls

The hosted server is secure by default: sign-and-encrypt policies are included,
`SecurityPolicy#None` is excluded, SHA-1 certificates are rejected, the minimum
RSA key size is 2048, and unknown certificates are not auto-accepted. Review
these controls explicitly for every deployment:

- Keep `IncludeSignAndEncryptPolicies = true`. Set
  `IncludeUnsecurePolicyNone = true` only for an isolated lab endpoint with no
  sensitive data or credentials.
- Enable `IncludeEccPolicies` only when the deployment certificates and clients
  support the advertised ECC policies.
- Configure `UserTokenPolicies` together with matching authenticators. An empty
  list advertises `Anonymous` (or, when the identity defaults disable anonymous
  access, the token types of the registered authenticators); adding a token
  policy alone does not authenticate it. See [Identity Providers](IdentityProviders.md) and
  [Role-Based User Management](RoleBasedUserManagement.md).
- Keep certificate auto-accept disabled and provision trust lists. For
  advanced validation, use the shared
  `ConfigureApplication(...).ConfigureSecurity` callback described above.
- Bound transport and service work for the deployment. `MaxByteStringLength`,
  `MaxArrayLength`, `MaxMessageSize`, and `OperationTimeoutMs` control transport
  quotas; `OperationLimits` bounds nodes processed by individual services.
- Set deployment-specific channel, session, and failed-authentication ceilings
  through `ConfigureBuilder` to reduce resource-exhaustion and credential-guessing
  exposure.

`OpcUaServerOptions.ConfigureBuilder` receives
`IApplicationConfigurationBuilderServerSelected` after the standard transport
quotas, policies, user-token policies, and server options are applied, but
**before** application certificates and security stores are added.
Use it for server policy and server-runtime options. In contrast,
`OpcUaApplicationOptions.ConfigureSecurity` runs **after** certificates, stores,
and first-class certificate-validation values are applied. Use it for
post-security certificate and validation options.

```csharp
services.AddOpcUa()
    .ConfigureApplication(application =>
    {
        application.ApplicationName = "MyServer";
        application.AutoAcceptUntrustedCertificates = false;
        application.RejectSHA1SignedCertificates = true;
        application.MinimumCertificateKeySize = 2048;
        application.ConfigureSecurity = security => security
            .SetRejectUnknownRevocationStatus(true);
    })
    .AddServer(server =>
    {
        server.IncludeSignAndEncryptPolicies = true;
        server.IncludeUnsecurePolicyNone = false;
        server.IncludeEccPolicies = true;
        server.ConfigureBuilder = configuration => configuration
            .SetMaxFailedAuthenticationAttempts(5)
            .SetMaxSessionCount(100)
            .SetMaxChannelCount(200)
            .SetAuditingEnabled(true)
            .SetHttpsMutualTls(true);
        server.ConfigureRateLimits = limits =>
        {
            limits.ConnectionsPerSecond = 200;
            limits.ConnectionBurst = 400;
            limits.MaxConcurrentSessionEstablishment = 64;
        };
    });
```

`SetAuditingEnabled(true)` enables OPC UA audit-event reporting.
`SetHttpsMutualTls(true)` requests and validates a client certificate when one
is supplied on HTTPS endpoints; it does not by itself require every client to
present one. Enforce certificate-only Web API access through the corresponding
authentication and authorization setup. Server admission rate limiting is
enabled by default with conservative connection and concurrent
session-establishment limits. Tune it with `ConfigureRateLimits`, or register a
custom `IServerRateLimiterProvider`; do not disable it without an equivalent
upstream control. See [Rate Limiting](RateLimiting.md) rather than duplicating
the full algorithm and deployment guidance here.

### First-class server options

In addition to the basic application-identity / endpoint / PKI knobs
covered above, `OpcUaServerOptions` exposes the following first-class
properties (bindable from `IConfiguration` or set via the
`Action<OpcUaServerOptions>` overload). Certificate options added by
`AddSecurityConfiguration` are instead reached through
`OpcUaApplicationOptions.ConfigureSecurity`.

| Property | Underlying builder call | Purpose |
|----------|-------------------------|---------|
| `IncludeSignAndEncryptPolicies` | `AddSignAndEncryptPolicies()` | Add the standard sign-and-encrypt policies. On by default. |
| `IncludeUnsecurePolicyNone` | `AddUnsecurePolicyNone()` | Advertise an unsecured endpoint. Off by default; lab use only. |
| `IncludeEccPolicies` | `AddEccSignAndEncryptPolicies()` | Add ECC sign-and-encrypt security policies. Off by default. |
| `UserTokenPolicies` | `AddUserTokenPolicy(UserTokenType)` | List of user-token policies advertised on every endpoint. Defaults to `Anonymous` when empty. |
| `MaxByteStringLength` | `SetMaxByteStringLength(int)` | Transport byte-string quota; defaults to 4 MiB. |
| `MaxArrayLength` | `SetMaxArrayLength(int)` | Transport array-element quota; defaults to 1 Mi elements. |
| `MaxMessageSize` | `SetMaxMessageSize(int)` | Transport quota in bytes; `null` keeps the stack default. |
| `OperationTimeoutMs` | `SetOperationTimeout(int)` | Transport operation timeout in ms; `null` keeps the stack default. |
| `RejectSHA1Certificates` | `SetRejectSHA1SignedCertificates(bool)` | Security hardening — defaults to `true`. |
| `MinCertificateKeySize` | `SetMinimumCertificateKeySize(ushort)` | Security hardening — defaults to `2048`. Set to `0` to keep the stack default. |
| `RegistrationEndpointUrl` | `SetRegistrationEndpoint(EndpointDescription)` | LDS/GDS endpoint URL the server registers itself with on startup. |
| `ReverseConnect` | `SetReverseConnect(ReverseConnectServerConfiguration)` | Server-side reverse-connect clients (see below). |
| `OperationLimits` | `SetOperationLimits(OperationLimits)` | Per-service node limits (max nodes per read/write/browse/...). |
| `ConfigurationFile` | `LoadApplicationConfigurationAsync(path)` | Load the configuration from an existing OPC UA XML configuration file instead of building it from the options (see [Migrating with an existing configuration XML file](#migrating-with-an-existing-configuration-xml-file)). |
| `ConfigurationStream` | `LoadApplicationConfigurationAsync(stream)` | Code-only: load the configuration from a stream (e.g. an embedded resource); read once and disposed at startup. Mutually exclusive with `ConfigurationFile`. |
| `ConfigureLoadedConfiguration` | Code-only callback | Override individual settings of the configuration loaded from `ConfigurationFile` / `ConfigurationStream`. |
| `ConfigureBuilder` | Code-only callback | Pre-security server-policy and server-option escape hatch, including max failed authentication attempts, sessions, channels, auditing, and HTTPS mutual TLS. |
| `ConfigureRateLimits` | Code-only callback | Tunes the default connection and session-establishment admission controls. |
| `ResourceIsolation` | `ConfigureResourceIsolation(...)` | Limits concurrent connections, retained data, and queued/running requests by caller; defaults to Balanced. Applied even when loading XML configuration. |

Configure incomplete-message capacity with
`builder.AddServer(...).WithChunkReassemblyBudget(maxBytes)`. This registers one
`ChunkReassemblyBudget` for all listeners of the hosted server. Without an
explicit budget, the server sizes one from `MaxMessageSize`; see
[incomplete messages](RateLimiting.md#incomplete-messages) for the defaults,
sessionless headroom, and direct-construction equivalent.

### Server resource isolation

`OpcUaServerOptions.ResourceIsolation` controls whether the running server
accepts a connection, retains message data, or queues/executes a request when
resources are limited. These capacity checks are additional to connection
rate limits and service authentication. Configure them with
`ConfigureResourceIsolation(...)` or the `OpcUa:Server:ResourceIsolation`
configuration section. See [server resource isolation](ResourceIsolation.md)
for direct, DI, and JSON examples.

**Balanced is the default.** Startup validates that finite configured totals
can hold its shared and reserved capacity. It does not remove reserves or
raise totals to make an invalid configuration fit, including when you load an
XML configuration. The [startup validation guide](ResourceIsolation.md#startup-validation-and-sizing)
explains how to correct insufficient limits. Choose SharedOnly when you want
shared rate, message, and reassembly limits without per-caller isolation.
Without an explicitly supplied provider, this mode also accepts unlimited
settings that do not satisfy the other profiles' finite-capacity requirements.

`AddResourceIsolationClassifier<T>()` registers your application's implementation
of `IResourceIsolationClassifier`. This code identifies callers that may use
protected startup capacity or maps authenticated callers to configured groups.
Reserves alone do not give unknown connections protected access, and an
observed IP address is not proof of identity. TrustedReservations requires
both a classifier and provisioned `TrustedOwners`. See the
[dedicated-ingress example](ResourceIsolation.md#example-dedicated-trusted-ingress)
and its deployment requirements.

Direct servers expose `ResourceIsolationOptions`,
`ResourceIsolationClassifier`, and `ResourceIsolationProvider`. An explicitly
registered `IServerResourceIsolationProvider` takes precedence over the options,
including SharedOnly. The server does not validate it by constructing a default
plan or take ownership of its disposal; its creator or DI container owns it.
The provider author is responsible for matching the actual listener and queue
capacities. The server owns and disposes only the default provider it creates.

### Committed session bindings

Managed servers automatically supply their session manager's committed-binding
view to transport listeners. A custom `IServerSessionBindingProvider` registered as a
singleton is applied by the hosted server; direct hosts can assign
`ServerBase.SessionBindingProvider` before startup. This optional seam preserves
existing session-manager and transport-callback interfaces. Its snapshots are
classification inputs, not authorization decisions; see
[committed session bindings](Transports.md#committed-session-bindings).

### Server-side reverse connect

A regular DI server can dial back to clients via reverse-hello using
`OpcUaServerOptions.ReverseConnect` or the fluent `AddReverseConnect(...)`
shortcut. Its `ReverseConnectServer` base runs the configured outbound
connections while retaining the other DI customization hooks.
The options projection into `ServerConfiguration.ReverseConnect` is
unchanged. The data binds directly from
`OpcUa:Server:ReverseConnect`:

```jsonc
{
  "OpcUa": {
    "Server": {
      "ReverseConnect": {
        "ConnectIntervalMs": 15000,
        "ConnectTimeoutMs": 30000,
        "RejectTimeoutMs": 60000,
        "Clients": [
          {
            "EndpointUrl": "opc.tcp://client.example.com:4841",
            "Timeout": 30000,
            "MaxSessionCount": 1,
            "Enabled": true
          }
        ]
      }
    }
  }
}
```

Equivalent code-only configuration:

```csharp
services.AddOpcUa().AddServer(o =>
{
    o.ReverseConnect = new ServerReverseConnectOptions();
    o.ReverseConnect.Clients.Add(new ServerReverseConnectClientOptions
    {
        EndpointUrl = "opc.tcp://client.example.com:4841",
        Enabled = true
    });
});
```

For a loaded XML file or stream, its `ServerConfiguration.ReverseConnect`
is authoritative; use `ConfigureLoadedConfiguration` to change it rather
than the options-building shortcuts. Directly constructed `StandardServer`
instances do not gain reverse-connect behavior. See
[Reverse Connect](ReverseConnect.md#server-side-dependency-injection)
for the hosted lifecycle and a loaded-configuration example.

### Operation limits

```csharp
services.AddOpcUa().AddServer(o =>
{
    o.OperationLimits = new OperationLimitsOptions
    {
        MaxNodesPerRead = 1000,
        MaxNodesPerWrite = 1000,
        MaxNodesPerBrowse = 1000,
        MaxMonitoredItemsPerCall = 5000
    };
});
```

Bindable from `OpcUa:Server:OperationLimits`. Any value left at zero is
treated as "unlimited" by the OPC UA server stack.

### User token policies

```csharp
services.AddOpcUa().AddServer(o =>
{
    o.UserTokenPolicies.Add(new OpcUaUserTokenPolicy
    {
        TokenType = UserTokenType.UserName
    });
    o.UserTokenPolicies.Add(new OpcUaUserTokenPolicy
    {
        TokenType = UserTokenType.Certificate
    });
});
```

Bindable from `OpcUa:Server:UserTokenPolicies`. When the list is empty
the hosted service falls back to a single `Anonymous` policy. If the
identity defaults disable anonymous access (`EnableAnonymous = false`),
that implicit `Anonymous` policy is not advertised; the endpoints list
one policy per token type of the registered authenticators instead
(OPC 10000-4 §7.14: the user identity tokens the server accepts).

### Identity (server)

> Full identity surface is documented in
> [Identity Providers](IdentityProviders.md). This section covers only
> the dependency injection bindings.

`builder.AddServer(...)` exposes identity-related extension methods on
`IOpcUaServerBuilder`:

| Extension | Purpose |
|---|---|
| `ConfigureRoles(Action<RoleConfigurationOptions>)` / `(IConfiguration)` | Registers `RoleConfigurationOptions` for future role-related tuning. The DTO currently has no configurable members; the extension exists as a stable expansion point. |
| `AddIdentityAuthenticator<TAuth>()` | Registers a single custom `IUserTokenAuthenticator` implementation. The hosted service adds it to `IServerInternal.IdentityRegistry` on startup. |
| `AddIdentityAuthenticator(IUserTokenAuthenticator)` | Registers an already-constructed authenticator instance. |
| `AddIdentityAuthenticator(Func<IServiceProvider, ICertificateValidatorEx?, IUserTokenAuthenticator>)` | Creates an authenticator during startup with injected services and the effective certificate validator, which may be `null`. |
| `AddIdentityAugmenter<TAugmenter>()` | Registers a single custom `IIdentityAugmenter` implementation. The hosted service runs it after accepted authentications. |
| `AddDefaultIdentityAuthenticators(Action<DefaultAuthenticatorOptions>)` / `(IConfiguration)` | Registers the four in-box authenticators (Anonymous, UserNamePassword, X509, Jwt) with toggles per type plus the JWT audience / clock-skew settings. |
| `AddJwtIssuer(Action<JwtIssuerOptions>)` / `(IConfiguration)` | Registers a trusted JWT issuer. Multiple calls coexist; each contributes a `StaticIssuerKeyResolver` and / or `JwksIssuerKeyResolver` keyed by `IssuerUri`. |
| `WithKeyCredentialPush(Action<KeyCredentialPushOptions>?)` | Enables the Part 12 §8 resource-server Push binding and registers an `IKeyCredentialStore` if none is supplied. |
| `AddSessionlessInvocation(Action<SessionlessInvocationOptions>?)` | Enables Session-less Service invocation (OPC 10000-4 §6.3) with an Access Token in the RequestHeader; anonymous callers only with `AllowAnonymous`. See [Session-less invocation](SessionlessInvocation.md). |

Configuration binding under `OpcUa:Server:Identity`:

```json
{
  "OpcUa": {
    "Server": {
      "Identity": {
        "Defaults": {
          "EnableAnonymous": true,
          "EnableUserNamePassword": true,
          "EnableX509": true,
          "EnableJwt": true,
          "ExpectedAudience": "urn:my-server",
          "ClockSkewTolerance": "00:01:00",
          "UserCertificateTrustList": "Users"
        },
        "Issuers": [
          {
            "IssuerUri": "https://login.microsoftonline.com/{tenant}/v2.0",
            "JwksUri":   "https://login.microsoftonline.com/{tenant}/discovery/v2.0/keys",
            "Algorithms": [ "RS256" ]
          }
        ]
      }
    }
  }
}
```

The `AddServer(IConfiguration)` overload walks this layout and (in
addition to binding `OpcUaServerOptions.Identity`) registers each
`Issuers[]` entry through `AddJwtIssuer(...)`, binds the `Roles`
sub-section into `RoleConfigurationOptions`, and enables the bridge
that creates the four default authenticators from the bound
`Identity:Defaults` flags. The `AddServer(Action<OpcUaServerOptions>)`
code-only overload does NOT auto-wire any of these — call the fluent
extensions explicitly when configuring from code.

The `IUserDatabase` / `IUserManagement` services needed by the
UserNamePassword authenticator must be registered separately — the
hosted service skips that authenticator if neither is in dependency injection. See
[Role-Based Security](RoleBasedUserManagement.md) for the role-mapping
layer.

The instance and factory overloads complement the existing generic
registration. Factories receive the validator after configuration and
certificate setup; a validator-dependent authenticator should fail
clearly if the nullable validator is absent. Register matching
`UserTokenPolicies` as well — an authenticator does not advertise its
token policy automatically. See
[custom authenticator registrations](IdentityProviders.md#custom-authenticator-registrations)
for an example using the configured certificate stores.

### Fluent shortcuts and one-shot presets

The server hosting surface exposes granular extension points and one-shot presets:

```csharp
services.AddOpcUa()
    .AddSecureServer(options =>
    {
        options.ApplicationName = "PlantServer";
        options.ApplicationUri = "urn:localhost:PlantServer";
        options.ProductUri = "urn:example:PlantServer";
        options.EndpointUrls.Add("opc.tcp://localhost:4840/PlantServer");
    })
    .AddOpcTcpTransport()
    .AddReverseConnect(options =>
    {
        options.Clients.Add(new ServerReverseConnectClientOptions
        {
            EndpointUrl = "opc.tcp://client.example.com:4841"
        });
    })
    .ConfigureOperationLimits(options => options.MaxNodesPerRead = 1000)
    .ConfigureRoles(options => options.Roles.Add(new RoleDefinitionOptions
    {
        Name = BrowseNames.WellKnownRole_Observer,
        Identities =
        {
            new RoleIdentityMappingOptions
            {
                CriteriaType = IdentityCriteriaType.UserName,
                Criteria = "operator"
            }
        }
    }));
```

Use `AddRoleManager(IRoleManager)` or `AddRoleManager<T>()` to replace the default role manager.
`AddServer<TServer>()` remains available for custom server implementations.
Custom types that need session, subscription, or durable-subscription DI
hooks must derive from `DependencyInjectionStandardServer`. The same
requirement applies to DI-only metadata, resource, and alias settings
configured through `ConfigureServerProperties`, `ConfigureResources`,
and `ConfigureAliasNames`. A non-DI custom server rejects these settings
clearly during startup instead of silently ignoring them.

Fluent node managers can be registered without a factory class:

```csharp
const string namespaceUri = "urn:example:line";

services.AddOpcUa()
    .AddServer(options => { /* endpoint and application options */ })
    .AddNodeManager(namespaceUri, nodes =>
    {
        ushort namespaceIndex =
            (ushort)nodes.Context.NamespaceUris.GetIndex(namespaceUri);
        nodes.CreateInstance(
                new QualifiedName("Line", namespaceIndex),
                parent => new FolderState(parent))
            .Configure(node => node.UnderObjectsFolder());
    });
```

The callback owns the complete address space contributed by this node manager.
`AddNodeManager(namespaceUri, build)` does not create an implicit root folder.

`AddHistorianFileStore(provider, path)` combines the historian provider registration with a Part 20
file-system mount for demo and lab servers.

### Positioning

Use `AddPositioningServer()` when Positioning owns its node manager. Use
`AddPositioningFor<TNodeManager>()` when an existing companion node manager
loads and owns the RSL/GPOS models:

```csharp
IPositioningServerBuilder positioning = services
    .AddOpcUa()
    .AddServer(options => { /* endpoint and application options */ })
    .AddPositioningServer();

positioning
    .AddGeoLocationProvider<MyGpsProvider>()
    .AddRelativeSpatialLocationProvider<MyRelativeLocationProvider>()
    .ConfigurePositioningFor<PositioningNodeManager>(context =>
    {
        // Build and register RSL/GPOS instances through context.AddressSpace.
        return default;
    });
```

Client factories compose the generated proxies over the managed session:

```csharp
services.AddOpcUa()
    .AddClient(options => { /* endpoint and application options */ })
    .AddPositioningClient();
```

See [Relative Spatial Location and Global Positioning](Positioning.md).

### Robotics

`AddRobotics()` registers the stock `RoboticsNodeManager`, the built-in DI/IA/
Robotics model provider, and the ordered Robotics configuration pipeline. It
owns the DI namespace, so it cannot be combined with `AddOpcUaDi()`.

```csharp
services
    .AddOpcUa()
    .AddServer(options => { /* endpoint and application options */ })
    .AddRobotics(options =>
        options.InstanceNamespaceUri = "urn:example:robot-cell")
    .AddRoboticsModel<MyExtraModelProvider>()
    .ConfigureRobotics(async context =>
    {
        await context.AddMotionDeviceSystemAsync("RobotCell", system =>
        {
            // Add controllers, motion devices, axes, power trains, and
            // safety states through the fluent Robotics builders.
        }, context.CancellationToken);
    });
```

Use `ConfigureRobotics<TConfigurator>()` for a dependency-injected class-based
code-behind implementing `IRoboticsConfigurator`, and
`ConfigureRoboticsFor<TNodeManager>(…)` when the application already owns a
compatible `DiNodeManager`. Configurators run in registration order and share
one `IRoboticsBuildContext` per manager startup.

See the [Robotics developer guide](Robotics.md).

Client factories compose the Robotics client over the managed session.
`AddRoboticsClient()` also registers the DI client services because the Robotics
client extends `DiTopologyClient`:

```csharp
services.AddOpcUa()
    .AddClient(options => { /* endpoint and application options */ })
    .AddRoboticsClient();
```

## Client feature

`builder.AddClient(opt => …)` registers a lazy `ManagedSession` factory
delegate. The factory caches the connected session — subsequent awaits
return the same instance.

```csharp
using Microsoft.Extensions.DependencyInjection;
using Opc.Ua.Client;

services
    .AddOpcUa()
    .AddClient(opt =>
    {
        opt.ApplicationName = "MyClient";
        opt.ApplicationUri = "urn:localhost:MyClient";
        opt.ProductUri = "uri:example.com:MyClient";
        opt.Session = new ManagedSessionOptions
        {
            Endpoint = endpoint,
            ReconnectPolicy = new ReconnectPolicyOptions
            {
                Strategy = BackoffStrategy.Exponential
            }
        };
    });

// Resolve and connect on first use:
var sessionFactory = sp.GetRequiredService<Func<CancellationToken, Task<ManagedSession>>>();
ManagedSession session = await sessionFactory(ct);
```

`AddClient` also registers `ITelemetryContext`, `ISessionFactory` (a
`DefaultSessionFactory` configured with the V2 subscription engine),
`ManagedSessionFactory`, `IManagedSessionFactory`, and the top-level
`OpcUaClientOptions`. The cached delegate is convenient for a single fixed
endpoint; resolve `IManagedSessionFactory` when endpoints are selected at
runtime:

```csharp
var managedSessions = sp.GetRequiredService<IManagedSessionFactory>();
ManagedSession dynamicSession = await managedSessions.ConnectAsync(endpoint, ct);
```

Misconfiguration is validated through `IValidateOptions<OpcUaClientOptions>` when the host starts and again before a DI-created session connects. Supply either an explicit `Configuration`, the application identity fields directly on `OpcUaClientOptions` (as shown above), an existing configuration XML document (`ConfigurationFile` / `ConfigurationStream`, see below), or the shared `ConfigureApplication(...)` options for a combined client/server host (see [Shared application configuration](#shared-application-configuration)). `Session.Endpoint` is required by the cached fixed-endpoint delegate; `IManagedSessionFactory.ConnectAsync(endpoint, ...)` supplies it at runtime.

### Client: using an existing configuration XML file

The client offers the same migration path as
[the server](#migrating-with-an-existing-configuration-xml-file):
applications that already own a classic client configuration file
(`*.Config.xml`) can pass it to `AddClient` and keep every setting in it
— security configuration, certificate stores, transport quotas, client
configuration:

```csharp
services
    .AddOpcUa()
    .AddClient("MyClient.Config.xml", opt =>
    {
        opt.Session = new ManagedSessionOptions { Endpoint = endpoint };
    });
```

The same file can be referenced from configuration
(`OpcUa:Client:ConfigurationFile`), and a stream works for documents
that are not files on disk, e.g. embedded resources
(`OpcUaClientOptions.ConfigurationStream`; read once and disposed after
loading):

```csharp
Stream stream = typeof(Program).Assembly
    .GetManifestResourceStream("MyApp.MyClient.Config.xml")!;
services.AddOpcUa().AddClient(stream);
```

The document loads lazily through
`ApplicationInstance.LoadApplicationConfigurationAsync` on first use —
the first session connect, reverse-connect startup, or an explicit
`GetAsync` on `OpcUaClientOptions.ConfigurationProvider` — which also
runs the optional `ConfigureLoadedConfiguration` override callback and
ensures the application-instance certificate, exactly like the shared
`ConfigureApplication(...)` path. The supplied document is
authoritative: it takes precedence over a shared application registered
with `ConfigureApplication(...)`, and combining it with an explicit
`Configuration`, with the application identity properties, or setting
both file and stream is rejected with a clear
`InvalidOperationException` at registration. DI-registered
`ICertificateManager` / `ICertificatePasswordProvider` are honored.

### Client: loading the configuration eagerly

Hosted applications whose user interface needs the
`ApplicationConfiguration` before any session exists — a WinForms or WPF
client whose main form takes the configuration in its constructor, for
instance — can opt into an eager load with
`OpcUaClientOptions.LoadConfigurationOnStart` (bindable from
`OpcUa:Client:LoadConfigurationOnStart`). It registers an
`IHostedService` that awaits the load while the host starts, the
client-side twin of the reverse-connect hosted service:

```csharp
services
    .AddOpcUa()
    .AddClient("MyClient.Config.xml", opt => opt.LoadConfigurationOnStart = true);

using IHost host = builder.Build();
await host.StartAsync();

// The document is loaded and validated and the application instance
// certificate is ensured; a failure has already failed host.StartAsync().
ApplicationConfiguration configuration = host.Services
    .GetRequiredService<OpcUaClientOptions>()
    .ConfigurationProvider!
    .Configuration;
```

`OpcUaClientOptions.ConfigurationProvider` is the public
`IOpcUaApplicationConfigurationProvider` resolved for the client — the
supplied-document provider when `ConfigurationFile` / `ConfigurationStream`
was set, and otherwise the shared `ConfigureApplication(...)` provider.
It is available on the options instance resolved from the service
provider, not on the instance passed to the `AddClient(...)` callback,
and it exposes everything a hosted client needs: `GetAsync(ct)` as an
explicit load trigger without connecting a session, `Configuration` to
read the loaded document back, and `Application`
(`IApplicationInstance`) for applications that manage their own instance
certificate. Applications that do not use the Generic Host can call
`GetAsync` directly instead of setting `LoadConfigurationOnStart`; both
routes share the provider's single-flight load, so the configuration is
never loaded twice.

`LoadConfigurationOnStart` applies to every provider source and is a
no-op when an explicit `Configuration` was supplied, which is already
complete. Because it decides a service registration, set it within the
`AddClient(...)` callback or bind it from the configuration section;
setting it on the resolved options afterwards has no effect.

### Fluent shortcuts

The returned `IOpcUaClientBuilder` can compose client features without
returning to the root builder:

```csharp
services.AddOpcUa()
    .AddClient(options =>
    {
        options.Configuration = configuration;
        options.Session = options.Session with { Endpoint = endpoint };
    })
    .AddSubscriptions()
    .AddManagedClientPool()
    .AddWotConClient()
    .AddGdsClient()
    .AddCertificateManagement();
```

Reverse-connect one-shot sessions can be built through DI:

```csharp
services.AddOpcUa()
    .AddReverseConnectClient(options =>
    {
        options.Configuration = configuration;
        options.Session = options.Session with { Endpoint = endpoint };
    }, new Uri("urn:server"));
```

Discovery-and-connect resolves `IOpcUaDiscoveryService`, selects an endpoint by security policy and mode,
then connects through `IManagedSessionFactory`:

```csharp
services.AddOpcUa()
    .AddClient(options => options.Configuration = configuration)
    .AddDiscoveryAndConnect(options =>
    {
        options.DiscoveryUrl = "opc.tcp://localhost:4840";
        options.SecurityMode = MessageSecurityMode.SignAndEncrypt;
        options.SecurityPolicyUri = SecurityPolicies.Basic256Sha256;
    });
```

Client security checklist:

- Select `MessageSecurityMode.SignAndEncrypt` and an approved policy such as
  `Basic256Sha256` (or a supported stronger policy) during discovery. Do not
  fall back to `SecurityPolicy#None` outside isolated lab environments.
- Keep `AutoAcceptUntrustedCertificates = false`; provision the server or issuer
  certificate in the client trust store and retain URI/hostname, chain,
  revocation, key-size, and nonce validation. See
  [Certificates](Certificates.md).
- Register an `IClientIdentityProvider` appropriate for the selected endpoint's
  user-token policy. Keep passwords and tokens in the secret/provider
  infrastructure rather than embedding them in configuration. See
  [Identity Providers](IdentityProviders.md).

### Identity (client)

> Full identity surface is documented in
> [Identity Providers](IdentityProviders.md). This section covers only
> the dependency injection bindings.

`builder.AddClient(...)` exposes:

| Extension | Purpose |
|---|---|
| `AddIdentityProvider<TProvider>()` | Registers a custom `IClientIdentityProvider` type. All registered providers are composed into a single resolver by the session builder. |
| `AddIdentityProvider(Action<CompositeClientIdentityProviderBuilder>)` | Fluent composite-builder with shortcuts: `.AddAnonymous()`, `.AddUserName(...)`, `.AddX509(...)`, `.AddIssuedToken(...)`. |
| `AddIdentityProvider(IConfiguration section)` | Binds `OpcUaClientIdentityOptions` and rolls a `CompositeClientIdentityProvider` from the bound entries. |
| `AddAccessTokenProvider<T>()` / `(instance)` / `(factory)` | Registers an `IAccessTokenProvider` keyed by `AuthorityUri`. Issued-token identity providers select the matching provider at runtime via the URI. |

Configuration binding under `OpcUa:Client:Identity`:

```json
{
  "OpcUa": {
    "Client": {
      "Identity": {
        "EnableAnonymous": true,
        "UserName": {
          "UserName":        "alice",
          "SecretName":      "alice-password",
          "SecretStoreType": "InMemory"
        },
        "X509": {
          "StoreType":   "X509Store",
          "StorePath":   "CurrentUser/My",
          "SubjectName": "CN=Alice"
        },
        "IssuedToken": {
          "ProfileUri":   "http://opcfoundation.org/UA/UserToken#JWT",
          "AuthorityUri": "https://issuer.example"
        },
        "Order": [ "IssuedToken", "UserName", "X509", "Anonymous" ]
      }
    }
  }
}
```

When `Order` is non-empty the composite presents providers in that
preference; otherwise registration order is preserved. The `IssuedToken`
entry resolves the registered `IAccessTokenProvider` whose
`AuthorityUri` matches.

> **How the section is consumed.** `AddClient(IConfiguration)` binds
> `OpcUa:Client:Identity` into `OpcUaClientOptions.Identity`. At
> session-factory resolution time, if no `IClientIdentityProvider`
> service is explicitly registered, the factory builds a composite
> from the bound options provided at least one non-default field is
> set (any of `UserName`, `X509`, `IssuedToken`, `Order`, or
> `EnableAnonymous = false`). Setting only `EnableAnonymous = true`
> (the default) does NOT register any provider — call
> `.AddIdentityProvider(configuration.GetSection("OpcUa:Client:Identity"))`
> if you want an explicit eager registration regardless of the option
> values, or use the
> `AddIdentityProvider(Action<CompositeClientIdentityProviderBuilder>)`
> overload for code-only configuration. The composite-builder
> shortcuts (`.AddUserName(configure, registry)`,
> `.AddX509(configure, provider, passwords)`, and
> `.AddIssuedToken(configure, provider)`) each take the supporting
> service (an `ISecretRegistry`, `ICertificateProvider` +
> `ICertificatePasswordProvider`, or `IAccessTokenProvider`) as a
> second positional argument.

`ManagedSessionOptions.Identity` (eager) is `[Obsolete]` — set
`ManagedSessionOptions.IdentityProvider` instead for lazy / refreshable
identities. The `ManagedSession` proactive-refresh scheduler keys off
`IClientIdentityProvider.ExpiresAt`.

## Complex types

```csharp
services.AddOpcUa().AddClient(/* … */).AddComplexTypes();
```

`AddComplexTypes()` can be chained directly after `AddClient(...)`. It
registers a `ComplexTypeSystemFactory` (singleton) that can be resolved
and used to build a `ComplexTypeSystem` for a connected session:

```csharp
var factory = sp.GetRequiredService<ComplexTypeSystemFactory>();
ComplexTypeSystem cts = factory.Create(session);
await cts.LoadAsync(...);
```

For a managed client that should load complex types automatically after
connect, use either `ManagedSessionBuilder.WithLoadComplexTypes()` or set
`ManagedSessionOptions.LoadComplexTypes = true`. The one-shot
`AddManagedClient(...)` helper registers client services, reconnect defaults,
and complex-type loading together:

```csharp
services.AddOpcUa().AddManagedClient(opt =>
{
    opt.Configuration = applicationConfiguration;
    opt.Session = new ManagedSessionOptions { Endpoint = endpoint };
});
```

The direct constructor fallback remains available:

```csharp
var cts = new ComplexTypeSystem(session, telemetry);
await cts.LoadAsync(ct: ct);
```

## Alarms and conditions

```csharp
services.AddOpcUa().AddClient(/* … */).AddAlarms();
```

Registers a singleton `AlarmClientFactory` so dependency-injection-hosted client
applications can obtain a Part 9 `AlarmClient` per connected session
without `new`-ing one manually. Source-generated event records
(`ConditionTypeRecord`, `AlarmConditionTypeRecord`,
`DialogConditionTypeRecord`, all subtypes including vendor extensions)
and the streaming extensions (`SubscribeAlarmsAsync`,
`SubscribeConditionsAsync`, `SubscribeDialogsAsync`) require no
registration — they compose naturally with the
`ManagedSession.DefaultStreaming` surface that `AddClient(...)`
already wires up.

```csharp
ManagedSession session = await sessionFactory(ct);
var factory = sp.GetRequiredService<AlarmClientFactory>();
AlarmClient alarms = factory.Create(session);

// Acknowledge an alarm:
await alarms.AcknowledgeAsync(conditionId, eventId,
    new LocalizedText("en", "Acknowledged"), ct);

// Stream typed records via the session's default streaming subscription:
await foreach (ConditionTypeRecord record in session.DefaultStreaming
    .SubscribeAlarmsAsync(ObjectIds.Server, ct: ct))
{
    /* … */
}
```

The non-dependency-injection path (`session.GetAlarmClient()` extension and the public
`AlarmClient` constructor) remains available for callers that do not
use the dependency injection infrastructure. See
[Alarms and Conditions](AlarmsAndConditions.md) for the full
developer guide.

### Client-side reverse connect

When `OpcUaClientOptions.ReverseConnect` is set, the dependency injection container
registers a singleton `ReverseConnectManager` that opens the configured
listener endpoints on first resolution. Inbound reverse-hello messages
are surfaced via
`ReverseConnectManager.WaitForConnectionAsync(endpointUrl, serverUri, ct)`,
and the values are also mirrored into
`ApplicationConfiguration.ClientConfiguration.ReverseConnect`.

```jsonc
{
  "OpcUa": {
    "Client": {
      "ReverseConnect": {
        "HoldTimeMs": 15000,
        "WaitTimeoutMs": 20000,
        "ClientEndpointUrls": [
          "opc.tcp://0.0.0.0:4841"
        ]
      }
    }
  }
}
```

Equivalent code-only:

```csharp
services.AddOpcUa().AddClient(opt =>
{
    opt.Configuration = applicationConfiguration;
    opt.ReverseConnect = new ClientReverseConnectOptions();
    opt.ReverseConnect.ClientEndpointUrls.Add("opc.tcp://0.0.0.0:4841");
});

// Resolve the manager and await an inbound reverse-hello connection:
var reverseConnect = sp.GetRequiredService<ReverseConnectManager>();
ITransportWaitingConnection connection =
    await reverseConnect.WaitForConnectionAsync(endpointUrl, serverUri: null, ct);
// pass `connection` to Session.Create / DefaultSessionFactory.RecreateAsync
```

Note: the `Func<CancellationToken, Task<ManagedSession>>` delegate
registered by `AddClient` does **not** automatically consume the
reverse-connect manager for initial connection — it still dials the
configured endpoint outbound. Use the `ReverseConnectManager` directly
when the server initiates the session. The
`ReverseConnect` configuration is also consumed by `Session` /
`SessionReconnectHandler` for reconnect-via-reverse-hello scenarios.

## Channel manager

`AddClient(...)` automatically registers an `IClientChannelManager`
singleton (`ClientChannelManager` implementation) built from
`OpcUaClientOptions.Configuration`. The
`Func<CancellationToken, Task<ManagedSession>>` delegate wires this
manager into every new `ManagedSession` it creates, so multiple
`ManagedSession` instances resolved from the same DI container will
share underlying transport channels per
`ConfiguredEndpoint`. Reconnect is coalesced and notified to attached
sessions transparently. On .NET 8 and later, HTTPS transport channels
also get the named `IHttpClientFactory` client (`Opc.Ua.Client`) and its
standard resilience handler through `AddClient(...)`. See
[Sessions and reconnect § 4](Sessions.md#4-iclientchannelmanager--centralised-channel-sharing-and-reconnect)
for details on identity, retry policy, HTTPS request resilience, and the
shared retry budget between channel-manager reconnect and
`ManagedSession`'s outer `IReconnectPolicy`.

> **Security trade-off — OPC UA TLS validation vs the DI HttpClient pipeline.**
> When an OPC UA `CertificateValidator` is configured for a channel
> (the normal case for any non-`SecurityPolicies.None` HTTPS profile),
> `HttpsTransportChannel` always takes the direct construction path so
> the OPC UA trust list, OPC UA mutual TLS, the redirect lock, and the
> message-size quotas are guaranteed. The named `Opc.Ua.Client`
> HttpClient pipeline (Polly resilience handler, etc.) is **not**
> applied to those channels and the channel emits a one-time
> `LogWarning` to make the bypass visible. To use both the Polly
> resilience handler AND OPC UA cert validation on the same channel,
> register the named client with a `ConfigurePrimaryHttpMessageHandler`
> that wires the OPC UA `ServerCertificateCustomValidationCallback` and
> the OPC UA application instance certificate yourself. See
> [Sessions and reconnect § HTTPS factory + OPC UA cert validation: secure-by-default fallback](Sessions.md#https-factory--opc-ua-cert-validation-secure-by-default-fallback).

To override the default channel manager (e.g. to inject a custom
`IChannelReconnectPolicy`):

```csharp
services.AddOpcUa().AddClient(opt => { ... });
services.Replace(ServiceDescriptor.Singleton<IClientChannelManager>(sp =>
    new ClientChannelManager(
        sp.GetRequiredService<OpcUaClientOptions>().Configuration!,
        sp.GetRequiredService<ITelemetryContext>(),
        reconnectPolicy: new ExponentialBackoffChannelReconnectPolicy
        {
            MaxAttempts = 5
        })));
```

## Application instance (advanced)

```csharp
services.AddOpcUa().AddApplicationInstance();
```

Registers an `IApplicationInstanceFactory` singleton. Hosted server
services (regular, GDS, LDS, WotCon) call the factory to create their
own per-host `IApplicationInstance` instead of sharing a process-wide
singleton — this avoids configuration overwrite and certificate-lifecycle
conflicts when multiple servers coexist in one process. `AddServer` /
`AddGdsServer` / `AddLdsServer` register the factory automatically, so
calling `AddApplicationInstance()` explicitly is only needed when you
want the factory available outside the hosted-server context.

## GDS Client

```csharp
services.AddOpcUa().AddGdsClient(opt =>
{
    opt.SessionTimeout = TimeSpan.FromMinutes(2);
    opt.MaxConnectAttempts = 10;
});
```

Requires an `ApplicationConfiguration` registered in the container.
Resolves `GlobalDiscoveryServerClient` and `ServerPushConfigurationClient`
singletons.

## GDS Server

```csharp
services
    .AddOpcUa()
    .AddGdsServer(o =>
    {
        o.ApplicationName = "MyGds";
        o.ApplicationUri = "urn:localhost:MyOrg:MyGds";
        o.ProductUri = "uri:myorg:mygds";
        o.AutoAcceptUntrustedCertificates = false;
        o.EndpointUrls.Add("opc.tcp://localhost:58810/GlobalDiscoveryServer");
        o.AuthoritiesStorePath = "%LocalApplicationData%/OPC Foundation/pki/CA";
    })
    .AddApplicationsDatabase<MyApplicationsDatabase>()
    .AddCertificateGroup<MyCertificateGroup>()
    .AddCertificateRequest<MyCertificateRequest>()
    .AddUserDatabase<MyUserDatabase>();
    .AddInMemoryStores()
    // Optionally:
    // .AddAuthorizationService<MyTokenIssuer>(o => o.IssuerUri = "urn:my-gds")
    // .AddAccessTokenProvider<MyAccessTokenProvider>()
    // .AddKeyCredentialRequestStore<MyKeyCredentialRequestStore>()
    // .AddConfigurationDataStore<MyConfigurationDataStore>();
```

Throws on a second `.AddGdsServer(...)`. Auto-registers an internal
`GdsHostedServer : GlobalDiscoverySampleServer` and its
`ApplicationsNodeManager`. The pluggable services (`IApplicationsDatabase`,
`ICertificateGroup`, `ICertificateRequest`, etc.) are resolved from the
container at startup.

### Identity (GDS server)

`IGdsServerBuilder` forwards every identity-related extension to the
underlying server builder so a GDS host configures identity the same
way as a regular server:

```csharp
services
    .AddOpcUa()
    .AddGdsServer(opt => opt.ApplicationName = "MyGds")
    .AddDefaultIdentityAuthenticators(opt =>
    {
        opt.EnableAnonymous = false;
        opt.EnableUserNamePassword = true;
    })
    .AddJwtIssuer(opt =>
    {
        opt.IssuerUri = "https://login.microsoftonline.com/{tenant}/v2.0";
        opt.JwksUri   = "https://login.microsoftonline.com/{tenant}/discovery/v2.0/keys";
    });
```

`Action<>` and `IConfiguration` overloads are available for
`AddDefaultIdentityAuthenticators` and `AddJwtIssuer`; `ConfigureRoles`
takes an `IConfiguration` section. The role manager it registers maps
identities to Roles on the GDS, unless a regular server (`AddServer`)
shares the container, which then owns it.

UserName and X.509 tokens are handled by the GDS's own authenticators,
not the generic `UserNamePasswordAuthenticator` and `X509Authenticator`,
also when an `IUserManagement` is registered or a regular server shares
the container. The UserName authenticator grants the Roles
`IUserDatabase` assigns (DiscoveryAdmin, CertificateAuthorityAdmin, ...;
OPC 10000-12 §6.2, §7.2). The X.509 authenticator validates the user
certificate against the configured user trust list and grants
AuthenticatedUser; it does not read Roles from `IUserDatabase`. Use
`ConfigureRoles` identity mapping rules to give certificate users a GDS
Role. The `EnableAnonymous`,
`EnableUserNamePassword`, `EnableX509`, `UserDatabase` and
`UserCertificateTrustList` options select and configure them. An
authenticator added with `AddIdentityAuthenticator<T>()` replaces the
built-in for its token type.
`AddIdentityAugmenter<T>()` registers post-authentication identity
augmenters; `AddGdsApplicationSelfAdminProvider()` registers the built-in
OPC 10000-12 §7.2 SelfAdmin provider and is also wired by the GDS
`AddDefaultIdentityAuthenticators(...)` helper.
`AddAuthorizationService(...)` enables the default `CertificateJwtIssuer`;
`AddAuthorizationService<TIssuer>(...)` registers a custom `ITokenIssuer`
for cloud KMS, HSM, or external token-service signing.

`GdsServerHostedService` consumes these forwarded registrations during
startup and adds them to the same identity registry used by regular OPC
UA hosted servers, before the endpoints open.

`GdsServerOptions.UserTokenPolicies` (bindable from
`OpcUa:Gds:Server:UserTokenPolicies`) lists the user token types the GDS
endpoints advertise. When it is empty the GDS advertises Anonymous and
UserName, leaving out a type `AddDefaultIdentityAuthenticators` disables:
Anonymous lets a registered application pull its certificates (OPC
10000-12 §7.6), while `RegisterApplication` needs DiscoveryAdmin or the
ApplicationAdmin Privilege (§6.5.6), so an administrator logs in with a
user name.

### Startup tasks (GDS server)

The hosted GDS runs startup tasks the way the regular hosted server does:
pre-startup tasks while the server starts, and startup tasks in
registration order once it is running, where a failing task stops the
startup. A startup task is the supported signal that the GDS is
listening. `GdsReadiness` below stands for a readiness type of your own.

```csharp
services
    .AddOpcUa()
    .AddGdsServer(opt => opt.ApplicationName = "MyGds")
    .AddPreStartupTask<MyGdsPreStartupTask>()
    .AddStartupTask<MyGdsReadinessTask>()
    .AddStartupTask((sp, context, cancellationToken) =>
    {
        // e.g. flip a readiness probe once the GDS is listening
        sp.GetRequiredService<GdsReadiness>().MarkReady();
        return ValueTask.CompletedTask;
    });
```

Tasks registered through `IGdsServerBuilder` run on the GDS only. Tasks
registered directly as `IServerStartupTask` or `IServerPreStartupTask`
run on the GDS only when no regular server (`AddServer`) shares the
container, so a task meant for the regular server does not run twice.

See [Identity Providers](IdentityProviders.md) for the full reference.

## LDS Server

```csharp
services
    .AddOpcUa()
    .AddLdsServer(o =>
    {
        o.ApplicationName = "MyLds";
        o.ApplicationUri = "urn:localhost:MyOrg:MyLds";
        o.ProductUri = "uri:myorg:mylds";
        o.EndpointUrls.Add("opc.tcp://localhost:4840/UADiscovery");
        o.EnableMulticast = true;            // LDS-ME multicast advertisement
        o.MulticastLoopbackOnly = false;     // set true for in-process tests
        o.ServerCapabilities.Add("DA");      // extra capabilities (LDS / LDS-ME are always implicit)
    });
```

Throws on a second `.AddLdsServer(...)`. The server is advertised as
`ApplicationType.DiscoveryServer` (the LDS class promotes the type after
`ApplicationConfiguration.CreateAsync`).

`MulticastLoopbackOnly` restricts the mDNS announcer to the loopback NIC
— intended for in-process tests where LDS-ME traffic must stay local.
`ServerCapabilities` is additive — `LDS` is always included, plus
`LDS-ME` when `EnableMulticast` is `true`.

## WoT Connectivity Server

The WoT Connectivity server lives inside a regular `StandardServer`, so
`AddWotConServer` must be combined with `AddServer`:

```csharp
services
    .AddOpcUa()
    .AddServer(o => /* regular server options */)
    .AddNodeManager<MyNodeManagerFactory>()  // your domain node managers
    .Services
    .AddOpcUa()                              // returns the same builder
    .AddWotConServer(o =>
    {
        o.AssetNamespaceUri = "http://myorg/UA/WoT-Con/Assets/";
        o.ThingDescriptionStorageFolder = "tds";
    })
    .AddAssetProvider<MyAssetProviderFactory>()
    .AddDiscoveryProvider<MyDiscoveryProvider>();
```

`AddWotConServer` registers the WoT `WotConnectivityNodeManagerFactory`
as an `OpcUaServerNodeManagerRegistration` so it attaches to the regular
server feature. `IWotAssetProviderFactory` and `IWotAssetDiscoveryProvider`
services registered in dependency injection are picked up automatically.
If `AddWotConServer` is registered without a preceding `AddServer`, startup
fails with a clear configuration error instead of silently dropping the node
manager registration.

## WoT Connectivity Client

```csharp
services.AddOpcUa().AddClient(/* … */).AddWotConClient();

// Resolve and connect on first use:
var wotClient = sp.GetRequiredService<Func<CancellationToken, Task<WotConnectivityClient>>>();
WotConnectivityClient client = await wotClient(ct);
```

The WoT client reuses the connected `ManagedSession` registered by
`AddClient(...)`.

## Combined hosts

You can run a regular server, a GDS server, and an LDS server inside a
single Generic Host. Each owns its own:

- `OpcUaServerOptions` / `GdsServerOptions` / `LdsServerOptions`
- PKI root and certificate
- Endpoint URLs and ports
- `IApplicationInstance` (created from the shared
  `IApplicationInstanceFactory`)
- `BackgroundService` (the registrations don't collide)

```csharp
builder.Services
    .AddOpcUa()
    .AddServer(o => /* regular server on 51210 */)
    .AddNodeManager<MyNodeManagerFactory>()
    .Services
    .AddOpcUa()
    .AddLdsServer(o => /* LDS on 4840 */)
    .Services
    .AddOpcUa()
    .AddGdsServer(o => /* GDS on 58810 */)
    .AddApplicationsDatabase<MyApplicationsDatabase>()
    .AddCertificateGroup<MyCertificateGroup>()
    .AddCertificateRequest<MyCertificateRequest>()
    .AddUserDatabase<MyUserDatabase>();
```

Node managers registered under a feature wrapper (e.g.
`OpcUaServerNodeManagerRegistration` for the regular server) are
isolated: the GDS / LDS hosted services do not see them.

## Native AOT

Every `.AddXxx(...)` overload — both the `Action<TOptions>` shape and
the `IConfiguration` / `IConfigurationSection` shapes — is AOT-safe.
The .NET 8+ Configuration Binding Source Generator is enabled on every
library that performs configuration binding
(`<EnableConfigurationBindingGenerator>true</EnableConfigurationBindingGenerator>`),
so the reflection-based binder is replaced by statically-generated
[C# 12 interceptors](https://learn.microsoft.com/dotnet/csharp/whats-new/csharp-12#interceptors)
at compile time.

```csharp
services.AddOpcUa()
    .AddServer(builder.Configuration.GetSection("OpcUa:Server"))  // bind from appsettings.json — AOT-safe
    .AddNodeManager<MyAotNodeManagerFactory>();
```

`Action<TOptions>` (code-only) and `IConfiguration` overloads can be
mixed freely; consumers no longer need to choose between them for AOT
compatibility.

Notes:

- The source generator targets net8.0+. On older TFMs (net48) the generator is a no-op and the
  reflection-based binder is used — those TFMs don't support
  PublishAot anyway.
- Options properties whose type is an interface or a non-default-
  constructible class (e.g. `ApplicationConfiguration`,
  `IUserIdentity`, `ISubscriptionEngineFactory`) are silently skipped
  by the generator with an informational `SYSLIB1100` / `SYSLIB1101`
  diagnostic. Those properties are runtime-only — set them in code,
  not in `appsettings.json`. The affected libraries suppress those
  diagnostics in their csproj.
- The `tests/Opc.Ua.Aot.Tests` project verifies the end-to-end AOT
  path: build + AOT publish produce **zero** `IL2026` / `IL3050`
  warnings from any dependency injection extension.

For AOT consumers, configure options through code or configuration —
both are supported:

```csharp
services.AddOpcUa()
    .AddServer(o =>
    {
        o.ApplicationName = "AotServer";
        o.ApplicationUri = "urn:host:AotServer";
        o.EndpointUrls.Add("opc.tcp://localhost:51210/AotServer");
        o.AutoAcceptUntrustedCertificates = false;
    })
    .AddNodeManager<MyAotNodeManagerFactory>();
```

## Telemetry

`AddOpcUa()` registers an `ITelemetryContext` that resolves the host's
`ILoggerFactory` on first use. To override:

```csharp
services.AddSingleton<ITelemetryContext>(myCustomTelemetry);
services.AddOpcUa();   // TryAddSingleton — custom one wins
```

To configure logging fluently:

```csharp
services.AddOpcUa()
    .AddLogging(b => b.AddConsole().SetMinimumLevel(LogLevel.Information))
    .AddServer(/* … */);
```

## See also

- [Sessions](Sessions.md) — `ManagedSession`, reconnect, subscription engines.
- [Source Generated NodeManagers](NodeManagers.md#source-generated-node-managers) — `IAsyncNodeManagerFactory` from a model design XML.
- [Native AOT](NativeAoT.md) — publishing applications and the AOT test harness.
- [GDS Developer Guide](GDS.md) — GDS service interfaces and provider patterns.
- [Robotics](Robotics.md) — OPC 40010 hosting, model providers, and topology builders.
- [WoT Connectivity](WoTConnectivity.md) — OPC 10100-1 information model.
- [Diagnostics](Diagnostics.md) — `ITelemetryContext` end-to-end.
- [CryptoProvider](CryptoProvider.md) — `AddCryptoProvider`, hardware-held private keys, FIPS posture and audit.