Files
UA-.NETStandard/Docs/AuthorizationService.md
Marc Schier 0000513cde Pluggable user-identity provider model (#3807)
# Description

Introduces a pluggable user-identity provider model covering all OPC UA
Part 6 §6.5 mechanisms (Anonymous, UserName, X509, IssuedToken/JWT) on
both client and server, with full
`Microsoft.Extensions.DependencyInjection` integration, plus the Part 12
§9 `AuthorizationService` two-phase token-request flow **including
refresh-token rotation**, the Part 12 §8 KeyCredential Push model, and a
clean provider model for OPC 10000-12 §7.2 `ApplicationSelfAdmin`. The
work is split across phase-by-phase commits so it can be reviewed
independently; nothing here changes wire-level behaviour or forces
existing applications to migrate.

### Documentation

All under `Docs/`:

- `IdentityProviders.md` — full developer guide: three-layer model,
recipes, configuration reference, "what gets auto-wired" matrix, JWS
algorithm table, identity-augmenters section, **"Implementing your own
provider"** how-to subsections for Entra / OIDC / Windows / AspNetCore
(sibling files merged in per review feedback).
- `DependencyInjection.md` — `Identity` sections with `appsettings.json`
examples, identity-extension matrix, `WithAuthorizationService` +
`WithKeyCredentialPush` + `AddIdentityAugmenter` extensions documented.
- `RoleBasedUserManagement.md` — claim-criteria callout describing
`IIdentityClaims` probe surface.
- `AuthorizationService.md` — Architecture diagram +
`IAccessTokenProvider` conceptual narrative restored from master; modern
`StartRequestToken` / `FinishRequestToken` flow leads; refresh-token
recipe added.
- `KeyCredentialService.md` — Push model + Pull vs Push vs Bridge
decision matrix + Hybrid (Push + Pull) section; explicit experimental
warning for the bridge.
- `GDS.md` — KeyCredential Push, `StartRequestToken`,
`GdsApplicationSelfAdminProvider`, **shipped Refresh-token support with
rotation policy and audit semantics** all documented.
- `MigrationGuide.md` — User Identity Providers section listing
`[Obsolete]` markers + mechanical recipes; SelfAdmin migration via
`IIdentityAugmenter`; `EnableRefreshTokens` default note.
- `README.md` index entries.

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [x] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [x] I have addressed **all** PR feedback received.
2026-06-02 01:14:54 +02:00

8.6 KiB

AuthorizationService Developer Guide

OPC 10000-12 §9 defines the AuthorizationService — a GDS service that issues access tokens for OPC UA applications. Part 12 v1.05 uses the two-phase StartRequestToken / FinishRequestToken flow; RequestAccessToken remains available only for legacy compatibility.

For client-side JWT use during ActivateSession, see Identity Providers.

Architecture

┌─────────────────┐  GetServiceDescription   ┌──────────────────────────┐
│  OPC UA Client  │ ───────────────────────► │  ApplicationsNodeManager │
│                 │  RequestAccessToken      │  (GDS Server)            │
│                 │  (legacy, [Obsolete])    │                          │
│                 │ ───────────────────────► │  ┌────────────────────┐  │
│                 │  StartRequestToken       │  │ IAccessTokenProvider│  │
│                 │  FinishRequestToken      │  └──────────┬─────────┘  │
│                 │ ───────────────────────► │             │            │
│                 │ ◄──── access token ───── │      ┌──────▼──────┐     │
│                 │                          │      │ ITokenIssuer │     │
└─────────────────┘                          │      │ JWT / HSM /  │     │
                                             │      │ cloud signer │     │
                                             │      └─────────────┘     │
                                             └──────────────────────────┘

Opc.Ua.Gds.Server.IAccessTokenProvider is the server-side request-routing abstraction behind the AuthorizationService method handlers. It validates resource ids, policies, pending request ids, and user token inputs before the service returns a token to the caller. Modern Part 12 v1.05 clients call StartRequestToken followed by FinishRequestToken; legacy clients can still call RequestAccessToken, which dispatches to IAccessTokenProvider.RequestAccessTokenAsync and is marked [Obsolete] in the API. Opc.Ua.Identity.ITokenIssuer is the signing back-end used by the provider once a request is accepted. The default issuer signs JWTs with local certificate material, while custom issuers can delegate signing to a cloud KMS, HSM, or corporate authorization service without changing the OPC UA method wiring.

Modern Part 12 v1.05 flow

using Opc.Ua.Gds.Client;

var authClient = new AuthorizationServiceClient(session, serviceNodeId);
var (serviceUri, serviceCertificate, tokenPolicies) =
    await authClient.GetServiceDescriptionAsync();

var (serviceData, requestId) = await authClient.StartRequestTokenAsync(
    resourceId: "urn:target-server",
    policyId: "jwt",
    requestorData: ByteString.From(Encoding.UTF8.GetBytes("read write")));

var (jwt, expiresAt, refreshToken, refreshExpiresAt) =
    await authClient.FinishRequestTokenAsync(
        requestId,
        Array.Empty<string>().ToArrayOf(),
        new AnonymousIdentityToken(),
        new SignatureData());

StartRequestToken validates the requested audience and scopes, allocates a continuation request id, and stores the pending request in memory. FinishRequestToken exchanges that id for a compact JWT (tokenType = "JWT") signed by the configured Opc.Ua.Identity.ITokenIssuer.

Refreshing an access token

if (refreshToken != null && DateTime.UtcNow >= expiresAt.AddMinutes(-5))
{
    var refreshed = await authClient.RefreshTokenAsync(resourceId, refreshToken);
    jwt = refreshed.accessToken;
    expiresAt = refreshed.accessTokenExpiryTime;
    refreshToken = refreshed.newRefreshToken; // store the rotated token
}

Server hosting

Use WithAuthorizationService to register the default in-box issuer and in-memory request store:

services.AddOpcUa()
    .AddGdsServer(o =>
    {
        o.ApplicationName = "GlobalDiscoveryServer";
        o.ApplicationUri = "urn:example:gds";
        o.EndpointUrls.Add("opc.tcp://localhost:58810/GDS");
    })
    .WithAuthorizationService(o =>
    {
        o.IssuerUri = "urn:example:gds";
        o.SigningCertificate = new CertificateIdentifier
        {
            StoreType = CertificateStoreType.Directory,
            StorePath = "%LocalApplicationData%/OPC Foundation/GDS/pki/own",
            SubjectName = "CN=GlobalDiscoveryServer"
        };
        o.AllowedAudiences.Add("urn:target-server");
        o.DefaultScopes.Add("read");
    });

When SigningCertificate is omitted in the hosted GDS, the default issuer falls back to the GDS application instance certificate. Custom deployments can replace the signer:

builder.WithAuthorizationService<MyTokenIssuer>(o =>
{
    o.IssuerUri = "https://issuer.example";
});

MyTokenIssuer implements Opc.Ua.Identity.ITokenIssuer. The default CertificateJwtIssuer signs hand-rolled RFC 7515 JWS tokens with ECDSA (ES256/ES384/ES512) or RSA (RS256 default; RSA-PSS supported by custom issuers) without adding a JWT package dependency.

Custom ITokenIssuer for cloud or HSM signing

Use WithAuthorizationService<TIssuer>() when the signing key is not resident in the process (for example Azure Key Vault, AWS KMS, an HSM, or a corporate token service). The issuer builds the JWS header/payload and delegates the signing operation to the external service.

public sealed class CloudKmsTokenIssuer : ITokenIssuer
{
    public string IssuerUri => "https://issuer.example/gds";
    public string ProfileUri => Profiles.JwtUserToken;

    public async ValueTask<AccessToken> IssueAsync(
        TokenIssuanceRequest request,
        CancellationToken ct = default)
    {
        byte[] signingInput = BuildJwtSigningInput(request);
        byte[] signature = await SignWithKeyVaultOrKmsAsync(signingInput, ct)
            .ConfigureAwait(false);
        byte[] compactJws = CombineCompactJws(signingInput, signature);

        return new AccessToken(
            Profiles.JwtUserToken,
            compactJws,
            DateTime.UtcNow + request.RequestedLifetime,
            request.Subject);
    }
}

services.AddOpcUa()
    .AddGdsServer(o => o.ApplicationUri = "urn:example:gds")
    .WithAuthorizationService<CloudKmsTokenIssuer>(o =>
    {
        o.SigningCertificate = new CertificateIdentifier
        {
            StoreType = CertificateStoreType.Directory,
            StorePath = "%LocalApplicationData%/OPC Foundation/GDS/pki/own",
            SubjectName = "CN=GlobalDiscoveryServer"
        };
        o.IssuerUri = "https://issuer.example/gds";
        o.AllowedAudiences.Add("urn:target-server");
    });

The SigningCertificate option still advertises the issuer identity and key material expected by local verifiers; the custom issuer decides how the actual signature is produced.

Server-side abstraction

Opc.Ua.Gds.Server.IAccessTokenProvider backs the GDS method handlers:

ValueTask<(ByteString serviceData, Guid requestId)> StartRequestTokenAsync(...);
ValueTask<AccessTokenResult> FinishRequestTokenAsync(...);

[Obsolete("Use StartRequestTokenAsync + FinishRequestTokenAsync for Part 12 v1.05 compliance.")]
ValueTask<string> RequestAccessTokenAsync(...);

The default AuthorizationServiceManager delegates to InMemoryAccessTokenProvider, which keeps pending request ids in memory and calls the configured ITokenIssuer for final JWT issuance.

Client identity-provider bridge

GdsAccessTokenProvider adapts AuthorizationServiceClient to the client-side Opc.Ua.Identity.IAccessTokenProvider used by IssuedTokenIdentityProvider and Session.UpdateIdentityAsync(IClientIdentityProvider).

Legacy compatibility

RequestAccessToken and AuthorizationServiceClient.RequestAccessTokenAsync are marked obsolete because Part 12 v1.05 replaced the one-shot exchange with StartRequestToken / FinishRequestToken. The wire method is still dispatched to IAccessTokenProvider.RequestAccessTokenAsync so v1.04 clients continue to work when a provider is configured.

Audit events

Successful and failed token operations raise AccessTokenIssuedAuditEventType. Tokens and private credentials are not included in audit payloads.