Files
UA-.NETStandard/docs/NodeManagement.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- Correct outdated SDK examples and capability guidance, consolidate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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11 KiB
Markdown

# NodeManagement service set
The OPC UA NodeManagement service set (OPC 10000-4 §5.8) gives clients
the ability to manipulate the server's address space at runtime:
| Service | Description |
| --- | --- |
| `AddNodes` | Create a new node beneath an existing parent (Object, Variable, ...). |
| `DeleteNodes` | Remove a node and, optionally, all references that target it. |
| `AddReferences` | Add a reference between two existing nodes. |
| `DeleteReferences` | Remove a reference between two existing nodes. |
The SDK ships full request validation, per-item dispatch, audit-event
emission, and per-NodeManager opt-in. NodeManagers do not need to
override the four `StandardServer` service methods themselves.
## Contents
- [Architecture](#architecture)
- [Opting in: `INodeManagementAsyncNodeManager`](#opting-in-inodemanagementasyncnodemanager)
- [Dispatch and routing rules](#dispatch-and-routing-rules)
- [Request handling on `AsyncCustomNodeManager`](#request-handling-on-asynccustomnodemanager)
- [Error codes returned](#error-codes-returned)
- [Audit events](#audit-events)
- [Client-side example](#client-side-example)
- [Custom behavior](#custom-behavior)
- [See also](#see-also)
## Architecture
1. The client request lands on `StandardServer.AddNodesAsync` /
`DeleteNodesAsync` / `AddReferencesAsync` / `DeleteReferencesAsync`.
2. Each service override validates the request and forwards the
per-item collection to the matching
`IMasterNodeManager.AddNodesAsync` etc. dispatcher.
3. For each item, `MasterNodeManager` selects the owning NodeManager:
- `AddNodes`: the requested NodeId namespace, or the BrowseName
namespace if the server assigns the NodeId.
- `DeleteNodes`: the node's owning NodeManager.
- Reference changes: the source node's owning NodeManager.
It validates the matching `PermissionType`, then asks the optional
`INodeManagementAsyncNodeManager` interface to perform the operation.
`AddNodes` requires `AddNode` in the target namespace's default policy
and `AddReference` on the parent. The server evaluates each Node
permission together with the Node's applicable `AccessRestrictions`.
4. The aggregated per-item results are wrapped in the matching response
envelope and the audit event (`AuditAddNodesEvent`,
`AuditDeleteNodesEvent`, `AuditAddReferencesEvent`,
`AuditDeleteReferencesEvent`) is emitted with an aggregated status.
NodeManagers that do not implement `INodeManagementAsyncNodeManager` —
or have not opted in — return `BadUserAccessDenied`, which is the
status defined for "server does not allow this operation". This keeps
the default behavior of every existing NodeManager unchanged.
## Opting in: `INodeManagementAsyncNodeManager`
```csharp
public interface INodeManagementAsyncNodeManager
{
// Sub-class returns true to opt in. Default is false.
bool AllowNodeManagement { get; }
ValueTask<(ServiceResult result, NodeId addedNodeId)> AddNodeAsync(
OperationContext context,
AddNodesItem item,
CancellationToken cancellationToken = default);
ValueTask<ServiceResult> DeleteNodeAsync(
OperationContext context,
DeleteNodesItem item,
CancellationToken cancellationToken = default);
ValueTask<ServiceResult> AddReferenceAsync(
OperationContext context,
AddReferencesItem item,
CancellationToken cancellationToken = default);
ValueTask<ServiceResult> DeleteReferenceAsync(
OperationContext context,
DeleteReferencesItem item,
CancellationToken cancellationToken = default);
}
```
`AsyncCustomNodeManager` already implements
`INodeManagementAsyncNodeManager` with default behavior that handles
every common case. Sub-classes opt in by overriding a single property:
```csharp
public sealed class MyNodeManager : AsyncCustomNodeManager
{
public MyNodeManager(IServerInternal server, ApplicationConfiguration config, ILogger logger)
: base(server, config, logger, "http://example.org/MyNodes/")
{
}
public override bool AllowNodeManagement => true;
}
```
That is the only change needed for a NodeManager to start accepting
AddNodes / DeleteNodes / AddReferences / DeleteReferences requests.
The reference server's `ReferenceNodeManager` opts in this way; you can
use it as the working example.
## Dispatch and routing rules
- **AddNodes**: routed by the namespace of `RequestedNewNodeId` when
the caller supplies one. When `RequestedNewNodeId` is null, routed
to the parent's owning NodeManager. As a pragmatic fallback for the
common case where the parent is `ObjectsFolder` (owned by the
read-only `CoreNodeManager`), the dispatcher routes to the first
NodeManager that has opted in to NodeManagement.
- **DeleteNodes**: routed to the owning NodeManager of the target node.
- **AddReferences / DeleteReferences**: routed to the source node's
owning NodeManager. Target-side validation and inverse mutation occur
only when the target is explicitly local: `targetServerUri` is empty,
and the `ExpandedNodeId` has neither a server index nor namespace URI.
When that target lives in a different opted-in NodeManager, the
dispatcher resolves the actual source and target `NodeClass`, checks
both local endpoints before mutation, and mirrors the complementary
edge. If the inverse mutation fails or is cancelled, the source
mutation is compensated with an independent bounded cleanup token
before the original failure is returned or rethrown.
## Request handling on `AsyncCustomNodeManager`
The default implementation honors the following request fields:
| Field | Behavior |
| --- | --- |
| `RequestedNewNodeId` | Used as the new node's `NodeId` when valid; otherwise `BadNodeIdRejected`. When null, a fresh `NodeId` is allocated via `INodeIdFactory.New`; if the override returns a null `NodeId` (for example, because it derives identifiers from a parent that is not yet attached) the SDK falls back to the base allocator so AddNodes always yields a usable identifier. `BadNodeIdExists` if it collides with an existing node. |
| `BrowseName` | Must be non-null. `BadBrowseNameDuplicated` when a sibling under the same parent already uses the same browse name — both local children and previously-added cross-NodeManager children attached to the same parent by this NodeManager are checked. |
| `ParentNodeId` | Used to attach the new child to the parent. Cross-NodeManager parents are supported — the forward `parent → child` edge is added via the master so the parent's NodeManager records it, and the inverse `child → parent` edge is added on the new node. |
| `ReferenceTypeId` | Must be a `HierarchicalReferences` subtype. |
| `NodeAttributes` | Optional `VariableAttributes` or `ObjectAttributes` are applied to the new node. Supported fields include `DisplayName`, `Description`, `DataType`, `ValueRank`, `AccessLevel`, `UserAccessLevel`, `Historizing`, `MinimumSamplingInterval`, `Value`, and `EventNotifier`. |
| `DeleteTargetReferences` | When true, `DeleteNodes` also removes references on other NodeManagers that target the deleted node. |
| `DeleteBidirectional` | When true on `DeleteReferences`, the inverse edge is also deleted only for an explicitly local target. Remote targets remain source-side operations. |
If AddNodes fails after registration recovered previously detached monitored
items, rollback detaches those items again before removing the node. They retain
their deleted-node status and remain recoverable when a later AddNodes succeeds
with the same NodeId.
## Error codes returned
| Service | Status | Reason |
| --- | --- | --- |
| AddNodes | `BadBrowseNameInvalid` | `BrowseName` is null. |
| AddNodes | `BadParentNodeIdInvalid` | `ParentNodeId` is null or unknown. |
| AddNodes | `BadReferenceTypeIdInvalid` | `ReferenceTypeId` is null or unknown. |
| AddNodes | `BadReferenceNotAllowed` | `ReferenceTypeId` is not a hierarchical reference. |
| AddNodes | `BadNodeIdRejected` | The requested or BrowseName namespace has no owning NodeManager, or `RequestedNewNodeId` is outside the selected NodeManager's namespace. |
| AddNodes | `BadNodeIdExists` | `RequestedNewNodeId` already exists. |
| AddNodes | `BadBrowseNameDuplicated` | A sibling beneath the same local parent already uses the browse name. |
| AddNodes | `BadNodeClassInvalid` | Only `Object` and `Variable` are supported by the default implementation. |
| AddNodes | `BadNodeAttributesInvalid` | The supplied attributes extension object does not match the node class. |
| AddNodes / DeleteNodes / AddReferences / DeleteReferences | `BadUserAccessDenied` | The owning NodeManager has not opted in to NodeManagement or the Session lacks `AddNode`, `DeleteNode`, `AddReference`, or `RemoveReference` permission. |
| AddNodes / DeleteNodes / AddReferences / DeleteReferences | `BadSecurityModeInsufficient` | An applicable namespace, parent, source, or local target `AccessRestrictions` policy requires a stronger SecureChannel. |
| DeleteNodes | `BadNodeIdInvalid` / `BadNodeIdUnknown` | The node to delete is null or unknown. |
| AddReferences | `BadSourceNodeIdInvalid` | Source is null or unknown to this NodeManager. |
| AddReferences | `BadTargetNodeIdInvalid` | Target is null. |
| AddReferences | `BadDuplicateReferenceNotAllowed` | The exact reference (type + direction + target) already exists on the source. |
| DeleteReferences | `BadNoMatch` | No reference with the exact triple (type + direction + target) was found on the source. |
## Audit events
Every NodeManagement service emits its corresponding audit event:
- `AuditAddNodesEventType`
- `AuditDeleteNodesEventType`
- `AuditAddReferencesEventType`
- `AuditDeleteReferencesEventType`
The audit `Status` is the first bad per-item status, or `Good` when
every item succeeded. Audit events are emitted from both the success
and failure paths so an early `ServiceResultException` (request-level
validation) still appears in the audit log.
## Client-side example
The standard `Session` / `ManagedSession` AddNodes / DeleteNodes /
AddReferences / DeleteReferences APIs work unchanged against any
server whose NodeManager has opted in. See OPC 10000-4 §5.8 for the
service contract.
## Custom behavior
After opting in, override the matching
`INodeManagementAsyncNodeManager` method to customize a NodeManager. For
example, you can enforce a custom NodeId scheme, persist a new node, or veto
specific node classes. The following example restricts additions to
Object nodes:
```csharp
public override async ValueTask<(ServiceResult result, NodeId addedNodeId)> AddNodeAsync(
OperationContext context,
AddNodesItem item,
CancellationToken cancellationToken = default)
{
if (item.NodeClass != NodeClass.Object)
{
return (new ServiceResult(StatusCodes.BadNodeClassInvalid), NodeId.Null);
}
return await base.AddNodeAsync(context, item, cancellationToken).ConfigureAwait(false);
}
```
## See also
- [Reference Server](../samples/README.md) — opt-in example in
`ReferenceNodeManager`.
- [Source generated NodeManagers](NodeManagers.md#source-generated-node-managers) —
combine NodeManagement with generated models.
- [Model Change Tracking](ModelChangeTracking.md) — `AddNodes` and
`DeleteNodes` emit `GeneralModelChangeEvent` automatically when
model change tracking is enabled.