Files
UA-.NETStandard/docs/ServerScalability.md
romanett 28f1401324 Server: cut request-path lock contention and allocation; add load harness (#4707)
Profiling the reference server under load showed most request-path CPU
spent spinning on contended locks, plus several avoidable allocations
per request or per node. This PR removes them, switches the reference
server to Server GC, and adds the load harness used to measure it.

## Results

Paired A/B against `master` (3 alternating rounds, medians, 20 sessions,
workstation GC on both sides, 24-core machine):

| Scenario | Throughput | p50 | p90 | Server CPU / op | Server alloc /
op | Lock contention |
|---|---|---|---|---|---|---|
| Read, 1 value | **+45%** (94k → 137k req/s) | −20% | −46% | −37% |
−39% | −94% |
| Read, 100 values | **+40%** | −26% | −17% | −24% | −25% | +130% ¹ |
| Read, 100 values, SignAndEncrypt | **+48%** | −36% | −20% | −30% |
−26% | +106% ¹ |
| Browse (Server object) | **+33%** | −31% | −12% | −13% | −14% | −40% |
| Write, 100 values | +13% | −12% | −4% | −10% | −19% | −23% |
| Data-change subscriptions | ±0 ² | ≈ | ≈ | −14% | −17% | −29% |

¹ The faster server spends more time in the remaining per-node locks.
² Throughput is bounded by the writer rate in this scenario.

Separately, Server GC instead of workstation GC doubles Read-100
throughput (21k → 44k req/s) and cuts p90 from 2.1 ms to 0.6 ms, because
workstation GC paused the server for about half the wall time under
load. The working set grows from ~210 MB to ~430 MB.

## Changes

- **`ObjectPool<T>`**: lock-free slot array. `ConcurrentBag.Count` took
every per-thread lock on each `Return` of the pooled response value-task
source, once per request.
- **`FairRequestQueue`**:
- drops redundant gate entries: the fail-fast pre-checks and the stopped
check read volatile fields and are re-checked under the gate; the owner
count is folded into selection;
- coalesces wake pulses with a pending flag, so the bounded signal
channel's lock is only taken when no token is outstanding. Wake-count
semantics in the tests are unchanged.
- **`DefaultServerResourceIsolationProvider`**:
  - compares peer addresses without `GetAddressBytes()` allocations;
- builds the unsecured verification context only when a classifier is
configured.
- **TCP listener / channel**: caches the certificate DER copies per
channel, keyed on the certificate instance. `X509Certificate2.RawData`
returns a fresh copy on every access, and the listener read it for every
request.
- **`EndpointBase`**: resolves the request `ActivitySource` once instead
of `Assembly.GetCallingAssembly()` per request.
- **Node managers**:
- one `ServerSystemContext` copy per request (cached on the
`OperationContext`) for per-node callbacks: permission metadata, node
metadata, view membership, method lookup;
  - removes a discarded copy in `GetReferenceDescriptionAsync`;
- per-request operation caches are plain `Dictionary` instead of a
`ConcurrentDictionary` with 24 lock objects;
  - the validation cache is built in one pass;
  - fixes zero-capacity error lists.
- **`ResourceManager`**: translation lookups read an immutable snapshot
that is rebuilt after writes. Browse serialised on the global lock for
every display name.
- **`MonitoredItem`**: shares the default `DataChangeFilter` instead of
allocating one per sampled value.
- **Reference server**: `ServerGarbageCollection=true`; new "Garbage
collector mode" section in `docs/ServerScalability.md`.
- **`perf/`**: `ServerLoadHarness` (out-of-process server plus load
driver, server-side CPU/GC/alloc/contention deltas, optional
`dotnet-trace` capture), `TraceAnalyzer` (TraceEvent-based
CPU/allocation/contention aggregation), and paired A/B scripts. Not part
of `UA.slnx`.

### Behaviour notes for custom node managers
- The `IDictionary<NodeId, NodeState>` operation cache handed to
overrides is now a `Dictionary`. It was a `ConcurrentDictionary`, but
only one request flow uses it.
- Within one request, per-node callbacks of a node manager share one
`ServerSystemContext` copy.

### Later commits on this PR
- **Permission checks without `NodeMetadata`** (`9068684c3`): the
role-permission and access-restriction validators run on an internal
`PermissionMetadata` struct; `AsyncCustomNodeManager` fills it on the
stack from the same attributes and namespace defaults. Browse's
reference filter reads 3 attributes per target instead of 13. Read 100
values: 120.6 → 95.7 KB/request, ~21k → 26k req/s; Browse 67.6 → 51.8
KB, 26.7k → 29.8k req/s.
- **Read-only channel evidence** (`936b28d76`, `dc638ab9f`):
`SecureChannelContext.ClientChannelCertificate`,
`ServerChannelCertificate` and `ChannelThumbprint` are `ByteString`, so
the cached per-channel certificate buffer is shared without a copy and
cannot be altered by handlers or classifiers. **Public API change**, see
the new section in `docs/MigrationGuide.md`. The isolation provider's
revalidation snapshot still copies.
- **Session lookup** (`936b28d76`):
`SessionManager.TryGetSessionContext` takes the candidate snapshot
without the bindings lock; the validating check under the lock is
unchanged (2 instead of 4 global lock acquisitions per request).
- Unit tests for `ObjectPool`, the per-request system context cache, the
translation snapshot, `SecureChannelContext` null semantics and a
stopped `FairRequestQueue`; `perf/` follows the repository conventions.

## Testing
- `Opc.Ua.Server.Tests` (net10.0): 8386 passed before the `ByteString`
change. After it, 13 secure-session and isolation tests failed; both
causes are fixed in `dc638ab9f` and those tests (25 with their variants)
pass. A full rerun of the Server, Sessions, Core, Redundancy, LDS and
GDS suites on the final commit is in progress.
- Full solution builds for net10.0 and net48; `dotnet format whitespace`
clean.

### o6-automation opcua-benchmarks (sampling, deep pipelines)
Replicated both tests of the [o6-automation
benchmark](https://github.com/o6-automation/opcua-benchmarks) in the
harness (`--scenario counters`, and `read` with 10 clients × N
outstanding), paired against `origin/master`:

| Test | master | this PR |
|---|---|---|
| Subscription sampling, 100 Hz, every item ≥ 99 % of samples, 1 item |
FAIL (75–94 %) | PASS (100 %) |
| same, 1024 items | FAIL (64–73 %) | PASS (99.9 %) |
| same, capacity | — | between 4096 and 6144 items (~410–520k samples/s)
|
| Read, 10 clients × 100 outstanding, None | stalls (0–1.7k req/s) |
121–131k req/s |
| Read, 10 clients × 100 outstanding, SignAndEncrypt | stalls (0 req/s)
| 89–91k req/s |
| Read, 10 clients × 1000 outstanding | channels faulted
(`BadTcpNotEnoughResources`) | 0 errors, ~45–54k req/s |

- **Fixed-rate sampling** (`30b769d13`): the sampling loop waited one
interval after each sample, adding timer overshoot and sampling time to
every cycle; samples now have absolute deadlines.
- **Async response send** (`cdac5c5ca`): `SendResponse` blocked
thread-pool workers on the channel gate; with many requests in flight
the receive loop that was handed the gate waited for a pool thread and
the channel stalled. The TCP, Kestrel TCP and WebSocket listeners now
use `SendResponseAsync`.
- **Backpressure instead of channel fault** (`191cd2ba7`): server
channels stop reading while more than 100 responses are queued and
resume at 50, instead of faulting the channel. Client channels keep
reading. At 10,000 outstanding requests throughput is ~50k req/s with or
without the limit engaged, so the remaining gap to the 100-per-client
case is not the backpressure.

## Not changed
- `SentMessageQueue` deep-clones every `NotificationMessage`. Retained
messages return their pooled payloads on acknowledgement while the
response copy may still be queued for send, and a client can acknowledge
a sequence number before receiving it; the clone keeps a recycled
payload from reaching another session's response. Removing it needs a
send-completion hook from the transport.
- Generated responses allocate a default `ResponseHeader` that is
replaced (~2-3 % of per-request allocation). Fixing it means making
structure fields of every generated type lazily initialized, a
generator-wide change to default values, equality and encoding.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-09 13:00:49 +02:00

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9.9 KiB
Markdown

# Server session scalability
This document describes how the reference server scales to large numbers of concurrent client sessions on a single node, what bounds that scale, the built-in controls for degrading gracefully under load, and how to configure the server and scale out. For measured numbers see [Performance Benchmarks — Server session scalability](Benchmarks.md#server-session-scalability).
## Contents
- [How a session is established](#how-a-session-is-established)
- [What bounds single-node scale](#what-bounds-single-node-scale)
- [Admission control and rate limiting](#admission-control-and-rate-limiting)
- [Held Publishes and the request-thread budget](#held-publishes-and-the-request-thread-budget)
- [Session diagnostics cost](#session-diagnostics-cost)
- [Garbage collector mode](#garbage-collector-mode)
- [Configuration](#configuration)
- [Scaling out](#scaling-out)
- [See also](#see-also)
## How a session is established
A client session is brought up in four stages:
1. **TCP accept** — the operating system accepts the socket and the listener creates a channel object.
2. **Secure channel** — `OpenSecureChannel` performs the asymmetric (RSA) handshake: decrypt and signature-verify with the server certificate's private key, and generate nonces.
3. **CreateSession** — admission checks (session and channel limits), server-nonce generation and signing, and per-session diagnostics node creation.
4. **ActivateSession** — verification of the client signature and the user identity token, and activation of the session.
After activation the session enters **steady state**: it keeps one long-polled `Publish` request outstanding and receives notifications as its monitored items change.
## What bounds single-node scale
**Session establishment is CPU-bound.** The dominant cost of bringing up a session is the asymmetric secure-channel handshake — the RSA decrypt, the certificate-chain validation, and the server- and client-signature operations. Handshakes run per channel on the thread pool and parallelize across cores, so establishment throughput scales with the core count, but a large simultaneous connect burst can saturate every core. On a typical multi-core developer machine the server establishes on the order of a thousand or more concurrent sessions cleanly; beyond that, connect throughput is bounded by handshake CPU. This is the fundamental single-node ceiling.
**Connect storms amplify overload.** If the server is saturated and a handshake is slow enough to time out, a client may retry; the retry can create a fresh server session while the original is left orphaned, adding load rather than relieving it. Unchecked, this is a positive-feedback loop. The server's admission controls break the loop by returning a fast, deterministic *busy* response that a cooperating client honors, instead of failing deep in the handshake and inviting a retry.
**Steady-state delivery is not the bottleneck.** Once sessions are up, the asynchronous publish path continues to deliver notifications. A held `Publish` is asynchronously parked while it waits and, with request decoupling enabled (the default), does not tie up a request-processing worker.
## Admission control and rate limiting
The server can shed excess load deterministically rather than aborting work mid-handshake. The full configuration surface — algorithms, limits, and dependency-injection hooks — is described in [Rate Limiting and Admission Control](RateLimiting.md). In summary, the server provides:
- **Connection-admission rate limiting** at the TCP listener, bounding the rate of new secure-channel handshakes to what the host can absorb.
- **Session-establishment admission**: `CreateSession` and `ActivateSession` requests beyond the configured concurrency are rejected with **`BadServerTooBusy`**, carrying a machine-readable retry-after hint, instead of queuing unboundedly.
- **Incomplete-message capacity**: a shared reassembly budget bounds retained chunks across listeners, leaves headroom for activated sessions, and releases abandoned messages at a fixed assembly deadline.
- **HTTPS/Kestrel rate limiting**: the HTTPS binding can attach an ASP.NET Core rate limiter through dependency injection.
- **Client-side adaptive backoff**: the client honors a server's *busy* signal — and any retry-after hint — with bounded exponential backoff, so a well-behaved client ramps its connects instead of hammering.
Session establishment keeps the CPU-bound signature work outside the session-table lock, so concurrent `CreateSession` calls are not serialized behind one signing operation.
## Held Publishes and the request-thread budget
A steady-state session keeps one or more long-poll `Publish` requests
outstanding. Each waits for the next notification. The number depends on the
client's publish-pipelining strategy; the classic subscription engine queues
several per session to smooth delivery.
The operating-system thread is released while a `Publish` waits. By default,
`DecoupleHeldPublishRequests` also releases the request-processing worker when
the request parks. Each parked request releases its worker, so a session with
several outstanding Publishes releases several workers. A small pool can
therefore support many thousands of parked Publishes without scaling
`MaxRequestThreadCount` to the number of sessions or Publishes.
Set `DecoupleHeldPublishRequests` to `false` to restore the legacy behavior.
Each held `Publish` then occupies a worker for the duration of its wait. A
server serving N sessions needs `MaxRequestThreadCount` well above N to avoid
starving other requests.
## Session diagnostics cost
Creating a session or subscription registers a diagnostics node and marks the live `SessionDiagnostics` and `SubscriptionDiagnostics` arrays for refresh. The arrays are rebuilt on demand when they are read or monitored, and the rebuild is throttled so that a burst of session creates does not trigger a rebuild per create. Servers that do not need the live session-diagnostics arrays can turn them off with the `DiagnosticsEnabled` server setting to remove the cost entirely.
## Garbage collector mode
A server allocates per request on many threads at once. With the default workstation garbage collector the heap's gen0 budget is a few megabytes, so a loaded server collects hundreds of times per second and every collection suspends all request threads. In a 20-session Read load (100 values per request, 24-core machine) the workstation collector paused the process for about half of the wall-clock time; enabling Server GC on the same build doubled the request rate (21k to 44k Reads per second) and cut the 90th-percentile latency from 2.1 ms to 0.6 ms, at the price of a larger working set (about 430 MB instead of 210 MB).
Enable Server GC in the server's project file:
```xml
<PropertyGroup>
<ServerGarbageCollection>true</ServerGarbageCollection>
</PropertyGroup>
```
or set `DOTNET_gcServer=1` in the environment. On .NET 8 and later, Server GC adapts its heap count to the load (DATAS), so idle servers stay small. The console reference server enables it.
## Configuration
The following settings size a single node for its hardware (see also the sizing notes in [Benchmarks.md](Benchmarks.md#server-session-scalability) and the admission-control settings in [RateLimiting.md](RateLimiting.md)):
- **`MaxSessionCount`** caps concurrently open sessions. Size **`MaxChannelCount`** (one channel per session) and **`MaxSubscriptionCount`** at or above the target session count.
- **`MaxRequestThreadCount`** caps concurrent request processing. With `DecoupleHeldPublishRequests` enabled it can be sized for the *active* (non-parked) request concurrency rather than the session count. **`MinRequestThreadCount`** pre-warms the pool so a connect burst is not throttled by thread-pool cold-start.
- **`DecoupleHeldPublishRequests`** (default `true`) releases a held `Publish`'s request-processing worker while it waits, so a small worker pool can hold many outstanding long-polls.
- **`MaxMonitoredItemCount`** and **`MaxMonitoredItemsPerSubscription`** (default `0`, no limit) cap the monitored items in the server and in one subscription. `CreateMonitoredItems` answers `Bad_TooManyMonitoredItems` for the items over the limit, and the values are published in `ServerCapabilities.MaxMonitoredItems` and `MaxMonitoredItemsPerSubscription`. Set them on servers reachable by untrusted clients; `MaxMonitoredItemsPerCall` only bounds a single request.
- **`MaxFailedAuthenticationAttempts`** (default 5; `0` disables) is the per-certificate brute-force lockout. A single-certificate client that opens many sessions can trip it on transient handshake failures and then be rejected with `BadUserAccessDenied`; raise or disable it for bulk-connect clients.
- **Stagger client connects.** Because establishment is CPU-bound but parallelizes across cores, throttling and staggering concurrent connects — rather than bursting them all at once — avoids self-inflicting a connect storm and is the most effective client-side measure.
## Scaling out
A single node's handshake throughput is bounded by its cores. To scale beyond one node, distribute connections across several server nodes behind a connection-distributing front end. The stack provides distributed mirroring of the address space, sessions, and subscriptions for exactly this high-availability and distributed topology.
## See also
- [Rate Limiting and Admission Control](RateLimiting.md) — the connection and session-establishment limiters, the `BadServerTooBusy` signalling, and the client's adaptive reconnect backoff.
- [Performance Benchmarks](Benchmarks.md#server-session-scalability) — the measured session-scaling table and the `ServerManySessionsLoadTestAsync` macro test.
- [Sessions, Reconnection, and Subscription Engines](Sessions.md) — session and subscription-engine architecture.
- [Subscriptions and Monitored Items Service Set](Subscriptions.md) — the subscription engine.
- [Diagnostics](Diagnostics.md) — server diagnostics nodes and how to control them.