Files
UA-.NETStandard/docs/Aggregates.md
Marc Schier c4e0721a29 Add a documentation learning path and fix issues found while verifying it (#4555)
## Summary

### Documentation
- Stage the documentation index as a learning path: a first application,
independent client, server, and PubSub paths, then data and services,
companion models, production, advanced integration, and draft or
experimental capabilities.
- Add Getting started (repository samples or NuGet packages), OPC UA
concepts, Your first information model, and a production readiness
checklist.
- Add Native AOT application publishing, a first PubSub publisher and
subscriber exchange, and the UDP transport options.
- Add or expand contents navigation throughout `docs/`, and keep
contributor documentation separate.
- Correct outdated SDK examples and capability guidance, consolidate
repeated explanations into canonical guides, and repair local links and
heading structure.
- Rewrite What's New in 2.0 as a concise feature overview with short
linked details; keep migration instructions in the Migration Guide.
- Expand the feature catalogue with specification IDs, GDS, LDS, the OPC
10000-21 onboarding registrar, ISA-95, xRegistry, OpenUSD, and
sample-local models; distinguish draft status, explain crypto
pluggability, and bring performance guidance forward.
- Address review feedback on wording, active monitored items during
shadow reload, and the `Samples.md` filename and references.
- Regenerate the `opcua-v20-migration` plugin's bundled copy of the
migration guides so it matches the edited `docs/migrate/2.0.x` guides.
- Merge the latest `master`, preserving upstream resource-isolation
guidance within the task-based documentation index.
- Retain deferred Lingity findings where appropriate; this PR does not
claim that every document meets the Lingity score thresholds.

### Fixes found while verifying the guides
Each fix has regression tests that fail without it.
- **Client:** V2 subscriptions compared their lifetime with the
operation timeout instead of the session timeout, and logged a spurious
warning. `ISubscriptionEngineContext`, which is new in 2.0, gains a
`SessionTimeout` property; implementations must add it.
- **PubSub:** a subscriber now registers the `DataSetMetaData`
configured on its readers (OPC 10000-14 6.2.9.4), and the UADP decoder
decodes DataSetMessages that carry no ConfigurationVersion. Before, a
secured subscriber of the reference sample received no DataSets.
- **Source generator:** a ModelDesign method that declares its arguments
inline, without a method type, produced code that did not compile; it
now uses `MethodState`. The generated code of existing models is
unchanged.
- **MinimalClient sample:** waits for its first data-change notification
before it disconnects.

### Known issues, not addressed here
- UDP multicast: the publisher does not send on the interface that the
subscriber joins, and `MulticastLoopback` defaults to false. The PubSub
guide uses unicast for the exchange on one computer.
- The UDP metadata announcement is sent unsecured on secured writer
groups; a secured subscriber drops it with a warning.
- A server does not start in globalization-invariant mode, because
`ResourceManager` creates `CultureInfo("en-US")`. The Native AOT guide
cautions against the mode.

## Validation
- `git diff --check` and
`./.azurepipelines/validate-migration-plugin.ps1` (15 bundled migration
docs validated, plugin manifests synchronized).
- Local Markdown links, anchors, file-link casing, and contents lists
checked across all 87 documents under `docs/`. The index links every
top-level guide and every target of the previous index.
- Both Getting started routes, Your first information model, the PubSub
exchange, and the Native AOT publish of the Getting started client and
server were run as documented. The NuGet route and the tutorial use the
public `2.0.0-preview.5` packages.
- The changed libraries build for all target frameworks in Release
without warnings.
- Tests on .NET 10: Opc.Ua.SourceGeneration.Tests 199 passed;
Opc.Ua.SourceGeneration.Core.Tests 3,977 passed, 8 skipped;
Opc.Ua.Server.Tests `Fluent` category 621 passed; Opc.Ua.Client.Tests
subscription-engine tests 70 passed; Opc.Ua.PubSub.Tests 1,374 passed, 2
skipped; PubSub fuzz replay 145 passed. The new and affected tests also
pass on .NET Framework 4.8.
- Earlier merge validation: 174 resource-isolation tests passed on .NET
10.
- The full solution suite was not run locally.

Review and validation artifacts are maintained outside the repository.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-09-28 19:19:39 +00:00

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Aggregates (OPC UA Part 13)

Overview

The .NET Standard stack implements OPC UA Part 13 (OPC 10000-13) v1.05.07 Aggregates on the server. The server computes aggregates from historical data retrieved through Historical Access (Part 11) and advertises support for all 37 standard aggregate functions through the address space.

Clients request aggregates with the HistoryRead service and ReadProcessedDetails. A request includes:

  • startTime and endTime
  • ProcessingInterval in milliseconds
  • One or more AggregateType NodeIds
  • An optional AggregateConfiguration

The server divides the time range into intervals of ProcessingInterval milliseconds and produces one aggregate value per interval.

Contents

Supported aggregate functions

Category Functions
Interpolative Interpolative
Averages / integrals Average, TimeAverage, TimeAverage2, Total, Total2
Extrema Minimum, Maximum, MinimumActualTime, MaximumActualTime, Range, Minimum2, Maximum2, MinimumActualTime2, MaximumActualTime2, Range2
Counts Count, AnnotationCount, DurationInStateZero, DurationInStateNonZero, NumberOfTransitions
Start / end Start, End, Delta, StartBound, EndBound, DeltaBounds
Quality / time-in-state DurationGood, DurationBad, PercentGood, PercentBad, WorstQuality, WorstQuality2
Statistics StandardDeviationSample, VarianceSample, StandardDeviationPopulation, VariancePopulation

Part 13 §§5.4.3.4–5.4.3.40 defines each aggregate's result type, bounding behaviour, timestamp, status-code rules, and special cases.

Architecture

HistoryRead (ReadProcessedDetails)
      ↓
AsyncCustomNodeManager / CustomNodeManager2  → HistorianDispatcher.DispatchProcessedReadAsync
      ↓                                              ├─ provider implements IHistorianProcessedProvider → native push-down
      ↓                                              └─ otherwise: framework fallback
      ↓                                                    ├─ AnnotationCount → IHistorianAnnotationProvider (counts Annotations)
      ↓                                                    └─ other aggregates → AggregateManager.CreateCalculator
      ↓                                                          → stream raw values through IAggregateCalculator
  • AggregateManager (Opc.Ua.Server) owns the registered aggregate factories, the server default AggregateConfiguration, and the MinimumProcessingInterval. Aggregators registers the standard functions. The server advertises them in Server.ServerCapabilities.AggregateFunctions and HistoryServerCapabilities.AggregateFunctions.
  • IAggregateCalculator implementations (AggregateCalculator and the specialized Average/MinMax/Count/StartEnd/Status/StdDev calculators) compute the aggregates from a stream of raw DataValues.
  • A historian provider may compute aggregates itself by implementing IHistorianProcessedProvider (native push-down). When it does not, the framework streams raw values through the calculator, using the node's Stepped capability. After each raw sample, the framework collects results for completed intervals. The fallback returns Bad_TooManyOperations if it exceeds the 100,000-output buffer limit.

AnnotationCount

AnnotationCount (Part 13 §5.4.3.20) counts Annotations in each interval, not raw data values. It uses the node's annotation history through IHistorianAnnotationProvider, not the raw-value calculator. If the resolved provider does not expose annotation history, an AnnotationCount request returns Bad_AggregateNotSupported.

Server configuration

AggregateConfiguration controls how non-Good data affects the result:

Property Default Meaning
TreatUncertainAsBad true Treat Uncertain samples as Bad when computing the aggregate StatusCode (Part 13 §4.2.1.2).
PercentDataBad 100 Minimum % of Bad data in an interval for the interval StatusCode to be Bad.
PercentDataGood 100 Minimum % of Good data in an interval for the interval StatusCode to be Good.
UseSlopedExtrapolation false Stepped (hold-last) vs sloped extrapolation past the last value. Ignored for Simple Bounds.

For processed history reads, AggregateConfiguration.UseServerCapabilitiesDefaults = true selects the node's HistorianNodeCapabilities.DefaultAggregateConfiguration, matching its advertised HistoricalDataConfiguration object. The dispatcher snapshots those defaults for the request; an explicit client configuration overrides them without modifying the advertised defaults. AggregateManager.GetDefaultConfiguration(...) exposes the server-wide defaults used by other aggregate consumers. Per Part 13 §4.2.1.2 the default TreatUncertainAsBad value is true.

Aggregate-specific rules still apply. Basic Minimum, Maximum, Range and their ActualTime variants select Good raw extrema. An Uncertain value beyond the selected extremum makes the result Uncertain_DataSubNormal, Calculated without replacing the Good value. An interval with no Good extremum returns Bad_NoData; the separate Minimum2/Maximum2 families also consider their defined bounds.

Migration note: in earlier builds the server default used TreatUncertainAsBad = false. Clients that require the old behaviour should send an explicit AggregateConfiguration with TreatUncertainAsBad = false rather than relying on UseServerCapabilitiesDefaults. See the Migration Guide.

AggregateManager.MinimumProcessingInterval bounds the smallest interval the server will accept.

Client usage

Use the HistoryClient (session.Historian()) ReadProcessedAsync helper, which streams one DataValue per processing interval as an IAsyncEnumerable<DataValue>:

// Average of a historizing variable over the last hour, in 1-minute buckets.
DateTime end = DateTime.UtcNow;
DateTime start = end.AddHours(-1);

await foreach (DataValue value in session.Historian().ReadProcessedAsync(
    nodeId,
    aggregateFunctionId: ObjectIds.AggregateFunction_Average,
    startTime: start,
    endTime: end,
    processingInterval: 60_000 /* ms */))
{
    Console.WriteLine($"{value.SourceTimestamp:O}: {value.Value} ({value.StatusCode})");
}

Pass an explicit AggregateConfiguration to override the server defaults:

await foreach (DataValue value in session.Historian().ReadProcessedAsync(
    nodeId,
    ObjectIds.AggregateFunction_TimeAverage,
    start,
    end,
    processingInterval: 60_000,
    configuration: new AggregateConfiguration
    {
        TreatUncertainAsBad = false,
        PercentDataBad = 100,
        PercentDataGood = 100,
        UseSlopedExtrapolation = false
    }))
{
    // ...
}

Call session.Historian().GetServerCapabilitiesAsync(...) to discover supported aggregates, or browse Server.ServerCapabilities.AggregateFunctions.

Notes and limitations

  • AnnotationCount requires a provider with annotation history; otherwise it returns Bad_AggregateNotSupported.
  • The bundled in-memory historian (InMemoryHistorianProvider) supports all aggregates through the framework fallback and supports annotation history, so AnnotationCount works out of the box.
  • Custom providers can override aggregate computation by implementing IHistorianProcessedProvider.

References