Files
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

419 lines
18 KiB
C#

/* ========================================================================
* Copyright (c) 2005-2026 The OPC Foundation, Inc. All rights reserved.
*
* OPC Foundation MIT License 1.00
*
* Permission is hereby granted, free of charge, to any person
* obtaining a copy of this software and associated documentation
* files (the "Software"), to deal in the Software without
* restriction, including without limitation the rights to use,
* copy, modify, merge, publish, distribute, sublicense, and/or sell
* copies of the Software, and to permit persons to whom the
* Software is furnished to do so, subject to the following
* conditions:
*
* The above copyright notice and this permission notice shall be
* included in all copies or substantial portions of the Software.
* THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
* EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES
* OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
* NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT
* HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY,
* WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING
* FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR
* OTHER DEALINGS IN THE SOFTWARE.
*
* The complete license agreement can be found here:
* http://opcfoundation.org/License/MIT/1.00/
* ======================================================================*/
using System;
using System.Collections.Generic;
using System.IO;
using System.Threading;
using System.Threading.Tasks;
using System.Xml;
using Microsoft.Extensions.Hosting;
using Microsoft.Extensions.Logging;
using Microsoft.Extensions.Options;
using Opc.Ua.Configuration;
using Opc.Ua.Gds.Server.Database;
using Opc.Ua.Identity;
using Opc.Ua.Server;
using Opc.Ua.Server.Hosting;
using Opc.Ua.Server.UserDatabase;
namespace Opc.Ua.Gds.Server.Hosting
{
/// <summary>
/// <see cref="BackgroundService"/> that hosts an OPC UA Global
/// Discovery Server within a .NET Generic Host. Owns the
/// <see cref="IApplicationInstance"/> lifetime, builds the
/// <see cref="ApplicationConfiguration"/> (including the
/// <see cref="GlobalDiscoveryServerConfiguration"/> extension) from
/// <see cref="GdsServerOptions"/>, resolves the pluggable GDS
/// services from DI, then starts a <see cref="GlobalDiscoverySampleServer"/>
/// subclass that wires the optional services into the
/// <see cref="ApplicationsNodeManager"/>.
/// </summary>
internal sealed class GdsServerHostedService : BackgroundService
{
private readonly GdsServerOptions m_options;
private readonly ITelemetryContext m_telemetry;
private readonly IApplicationInstanceFactory m_applicationFactory;
private readonly IApplicationsDatabase m_database;
private readonly ICertificateRequest m_certificateRequest;
private readonly ICertificateGroup m_certificateGroup;
private readonly IUserDatabase m_userDatabase;
private readonly IEnumerable<OpcUaServerIdentityAuthenticatorRegistration> m_identityRegistrations;
private readonly IEnumerable<OpcUaServerIdentityAugmenterRegistration> m_augmenterRegistrations;
private readonly IServiceProvider m_services;
private readonly IAccessTokenProvider? m_accessTokenProvider;
private readonly AuthorizationServiceManager? m_authorizationServiceManager;
private readonly IKeyCredentialRequestStore? m_keyCredentialStore;
private readonly IConfigurationDataStore? m_configurationStore;
private readonly bool m_enableBuiltInApplicationSelfAdminProvider;
private readonly ILogger<GdsServerHostedService> m_logger;
// CA2213: IApplicationInstance is IAsyncDisposable; the lifecycle here
// is managed via the async StopAsync override which calls
// m_application.StopAsync.
#pragma warning disable CA2213
private IApplicationInstance? m_application;
#pragma warning restore CA2213
private GdsHostedServer? m_server;
public GdsServerHostedService(
IOptions<GdsServerOptions> options,
ITelemetryContext telemetry,
IApplicationInstanceFactory applicationFactory,
IApplicationsDatabase database,
ICertificateRequest certificateRequest,
ICertificateGroup certificateGroup,
IUserDatabase userDatabase,
IEnumerable<OpcUaServerIdentityAuthenticatorRegistration> identityRegistrations,
IEnumerable<OpcUaServerIdentityAugmenterRegistration> augmenterRegistrations,
IServiceProvider services,
IOptions<GdsDefaultIdentityAuthenticatorOptions> defaultAuthenticatorOptions,
ILogger<GdsServerHostedService> logger,
IAccessTokenProvider? accessTokenProvider = null,
AuthorizationServiceManager? authorizationServiceManager = null,
IKeyCredentialRequestStore? keyCredentialStore = null,
IConfigurationDataStore? configurationStore = null)
{
if (options is null)
{
throw new ArgumentNullException(nameof(options));
}
m_options = options.Value ?? throw new ArgumentNullException(nameof(options));
m_telemetry = telemetry ?? throw new ArgumentNullException(nameof(telemetry));
m_applicationFactory = applicationFactory
?? throw new ArgumentNullException(nameof(applicationFactory));
m_database = database ?? throw new ArgumentNullException(nameof(database));
m_certificateRequest = certificateRequest
?? throw new ArgumentNullException(nameof(certificateRequest));
m_certificateGroup = certificateGroup
?? throw new ArgumentNullException(nameof(certificateGroup));
m_userDatabase = userDatabase ?? throw new ArgumentNullException(nameof(userDatabase));
m_identityRegistrations = identityRegistrations ??
throw new ArgumentNullException(nameof(identityRegistrations));
m_augmenterRegistrations = augmenterRegistrations ??
throw new ArgumentNullException(nameof(augmenterRegistrations));
m_services = services ?? throw new ArgumentNullException(nameof(services));
if (defaultAuthenticatorOptions is null)
{
throw new ArgumentNullException(nameof(defaultAuthenticatorOptions));
}
m_enableBuiltInApplicationSelfAdminProvider =
defaultAuthenticatorOptions.Value.EnableGdsApplicationSelfAdminProvider;
m_logger = logger ?? throw new ArgumentNullException(nameof(logger));
m_accessTokenProvider = accessTokenProvider;
m_authorizationServiceManager = authorizationServiceManager;
m_keyCredentialStore = keyCredentialStore;
m_configurationStore = configurationStore;
}
protected override async Task ExecuteAsync(CancellationToken stoppingToken)
{
string appName = string.IsNullOrEmpty(m_options.ApplicationName)
? "GlobalDiscoveryServer"
: m_options.ApplicationName;
string pkiRoot = string.IsNullOrEmpty(m_options.PkiRoot)
? Path.Combine(Path.GetTempPath(), "OPC Foundation", appName, "pki")
: m_options.PkiRoot;
string subject = string.IsNullOrEmpty(m_options.SubjectName)
? $"CN={appName}, O=OPC Foundation, DC=localhost"
: m_options.SubjectName;
m_application = m_applicationFactory.Create(m_telemetry);
m_application.ApplicationName = appName;
m_application.ApplicationType = ApplicationType.Server;
ArrayOf<CertificateIdentifier> certs =
ApplicationConfigurationBuilder.CreateDefaultApplicationCertificates(
subject, CertificateStoreType.Directory, pkiRoot);
string[] urls = new string[m_options.EndpointUrls.Count];
m_options.EndpointUrls.CopyTo(urls, 0);
IApplicationConfigurationBuilderServerSelected serverBuilder = m_application
.Build(m_options.ApplicationUri, m_options.ProductUri)
.SetMaxByteStringLength((int)m_options.MaxByteStringLength)
.SetMaxArrayLength((int)m_options.MaxArrayLength)
.AsServer(urls);
if (m_options.IncludeSignAndEncryptPolicies)
{
serverBuilder = serverBuilder.AddSignAndEncryptPolicies();
}
if (m_options.IncludeUnsecurePolicyNone)
{
serverBuilder = serverBuilder.AddUnsecurePolicyNone();
}
IApplicationConfigurationBuilderServerOptions optionsBuilder =
serverBuilder.SetDiagnosticsEnabled(m_options.DiagnosticsEnabled);
m_options.ConfigureBuilder?.Invoke(serverBuilder);
IApplicationConfigurationBuilderSecurityOptions securityBuilder = optionsBuilder
.AddSecurityConfiguration(certs, pkiRoot)
.SetAutoAcceptUntrustedCertificates(m_options.AutoAcceptUntrustedCertificates);
await securityBuilder
.AddExtension(
new XmlQualifiedName(
nameof(GlobalDiscoveryServerConfiguration),
Namespaces.OpcUaGds + "Configuration.xsd"),
BuildGdsConfiguration(pkiRoot))
.CreateAsync(stoppingToken)
.ConfigureAwait(false);
bool haveCert = await m_application
.CheckApplicationInstanceCertificatesAsync(
silent: true, CertificateFactory.DefaultLifeTime, stoppingToken)
.ConfigureAwait(false);
if (!haveCert)
{
throw new InvalidOperationException(
"Application instance certificate invalid.");
}
m_authorizationServiceManager?.Initialize(m_application.ApplicationConfiguration!);
m_server = new GdsHostedServer(
m_database,
m_certificateRequest,
m_certificateGroup,
m_userDatabase,
m_telemetry,
m_accessTokenProvider,
m_keyCredentialStore,
m_configurationStore,
m_options.AutoApprove,
m_enableBuiltInApplicationSelfAdminProvider);
await m_application.StartAsync(m_server, stoppingToken).ConfigureAwait(false);
RegisterIdentityAuthenticators();
RegisterIdentityAugmenters();
foreach (string url in urls)
{
m_logger.LogInformation("GDS server listening at {Endpoint}.", url);
}
try
{
await Task.Delay(Timeout.Infinite, stoppingToken).ConfigureAwait(false);
}
catch (OperationCanceledException)
{
// Expected on host shutdown.
}
}
private void RegisterIdentityAuthenticators()
{
if (m_server == null)
{
return;
}
ICertificateValidatorEx? certificateValidator =
m_application?.ApplicationConfiguration?.CertificateManager;
foreach (OpcUaServerIdentityAuthenticatorRegistration registration in m_identityRegistrations)
{
foreach (IUserTokenAuthenticator authenticator in registration.CreateAuthenticators(
m_services,
certificateValidator))
{
// JWT issuer registrations expand to one authenticator per issuer because JwtAuthenticator
// validates one fixed IssuerUri through its resolver.
m_server.CurrentInstance.IdentityRegistry.Register(authenticator);
}
}
}
private void RegisterIdentityAugmenters()
{
if (m_server == null)
{
return;
}
foreach (OpcUaServerIdentityAugmenterRegistration registration in m_augmenterRegistrations)
{
m_server.CurrentInstance.IdentityRegistry.RegisterAugmenter(
registration.CreateAugmenter(m_services));
}
}
public override async Task StopAsync(CancellationToken cancellationToken)
{
await base.StopAsync(cancellationToken).ConfigureAwait(false);
if (m_application != null)
{
m_logger.LogInformation("Stopping GDS server...");
try
{
await m_application.StopAsync(cancellationToken).ConfigureAwait(false);
}
catch (Exception ex)
{
m_logger.LogWarning(ex, "Error while stopping GDS server.");
}
}
}
public override void Dispose()
{
m_server?.Dispose();
base.Dispose();
}
private GlobalDiscoveryServerConfiguration BuildGdsConfiguration(string pkiRoot)
{
string authoritiesStorePath = string.IsNullOrEmpty(m_options.AuthoritiesStorePath)
? Path.Combine(pkiRoot, "CA", "authorities")
: m_options.AuthoritiesStorePath;
string applicationCertificatesStorePath = string.IsNullOrEmpty(
m_options.ApplicationCertificatesStorePath)
? Path.Combine(pkiRoot, "applications")
: m_options.ApplicationCertificatesStorePath;
string baseCertificateGroupStorePath = string.IsNullOrEmpty(
m_options.BaseCertificateGroupStorePath)
? Path.Combine(pkiRoot, "CA")
: m_options.BaseCertificateGroupStorePath;
string defaultSubjectNameContext = string.IsNullOrEmpty(
m_options.DefaultSubjectNameContext)
? ",O=OPC Foundation,DC=localhost"
: m_options.DefaultSubjectNameContext;
return new GlobalDiscoveryServerConfiguration
{
AuthoritiesStorePath = authoritiesStorePath,
ApplicationCertificatesStorePath = applicationCertificatesStorePath,
BaseCertificateGroupStorePath = baseCertificateGroupStorePath,
DefaultSubjectNameContext = defaultSubjectNameContext,
CertificateGroups = [],
KnownHostNames = []
};
}
/// <summary>
/// <see cref="GlobalDiscoverySampleServer"/> subclass that wires
/// the optional DI-supplied services (<see cref="IAccessTokenProvider"/>,
/// <see cref="IKeyCredentialRequestStore"/>, <see cref="IConfigurationDataStore"/>)
/// into the <see cref="ApplicationsNodeManager"/> and adds a
/// <see cref="DefaultManagedApplicationsNodeManager"/> when a
/// configuration store is supplied.
/// </summary>
private sealed class GdsHostedServer : GlobalDiscoverySampleServer
{
private readonly IApplicationsDatabase m_database;
private readonly ICertificateRequest m_request;
private readonly ICertificateGroup m_certificateGroup;
private readonly IAccessTokenProvider? m_accessTokenProvider;
private readonly IKeyCredentialRequestStore? m_keyCredentialStore;
private readonly IConfigurationDataStore? m_configurationStore;
private readonly bool m_autoApprove;
public GdsHostedServer(
IApplicationsDatabase database,
ICertificateRequest request,
ICertificateGroup certificateGroup,
IUserDatabase userDatabase,
ITelemetryContext telemetry,
IAccessTokenProvider? accessTokenProvider,
IKeyCredentialRequestStore? keyCredentialStore,
IConfigurationDataStore? configurationStore,
bool autoApprove,
bool enableApplicationSelfAdminProvider)
: base(
database,
request,
certificateGroup,
userDatabase,
telemetry,
autoApprove,
enableApplicationSelfAdminProvider)
{
m_database = database;
m_request = request;
m_certificateGroup = certificateGroup;
m_accessTokenProvider = accessTokenProvider;
m_keyCredentialStore = keyCredentialStore;
m_configurationStore = configurationStore;
m_autoApprove = autoApprove;
}
protected override ValueTask<IMasterNodeManager> CreateMasterNodeManagerAsync(
IServerInternal server,
ApplicationConfiguration configuration,
CancellationToken cancellationToken = default)
{
var applications = new ApplicationsNodeManager(
server,
configuration,
m_database,
m_request,
m_certificateGroup,
m_autoApprove);
if (m_accessTokenProvider != null)
{
applications.AccessTokenProvider = m_accessTokenProvider;
}
if (m_keyCredentialStore != null)
{
applications.KeyCredentialRequestStore = m_keyCredentialStore;
}
var nodeManagers = new List<IAsyncNodeManager> { applications };
if (m_configurationStore != null)
{
nodeManagers.Add(new DefaultManagedApplicationsNodeManager(
server,
configuration,
m_configurationStore));
}
#pragma warning disable CA2000 // ownership of MasterNodeManager transfers to the caller via the returned ValueTask<IMasterNodeManager>
return new ValueTask<IMasterNodeManager>(
new MasterNodeManager(server, configuration, null, nodeManagers, null));
#pragma warning restore CA2000
}
}
}
}