Files
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- Correct outdated SDK examples and capability guidance, consolidate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

12 KiB

AI Model Management developer guide

The Opc.Ua.AI, Opc.Ua.AI.Server, Opc.Ua.AI.Client, and Opc.Ua.AI.Inference packages implement the draft OPC UA — AI Model Management and Inference companion specification in .NET.

Draft. The namespace http://opcfoundation.org/UA/AI/ and every NodeId in it are provisional until the working group publishes the specification.

AI Model Management exposes model sources, models, datasets, deployments, and inference methods through OPC UA. Clients can discover available resources and read provenance and trust-boundary metadata. They can also invoke Invoke or InvokeAsync and transfer large artefacts with standard file-transfer types.

Contents

Packages

Package What it gives you Depends on
OPCFoundation.NetStandard.Opc.Ua.AI Source-generated AI model — ObjectTypes, ReferenceTypes, DataTypes, enums, node states and model loader Opc.Ua.Core
OPCFoundation.NetStandard.Opc.Ua.AI.Server AINodeManager, AIOptions, fallback reporting, transfer and job support, and AddAI hosting extensions Opc.Ua.AI, Opc.Ua.Server, Opc.Ua.AI.Inference
OPCFoundation.NetStandard.Opc.Ua.AI.Client AIClient, AIClientFactory and AddAIClient() DI registration Opc.Ua.AI, Opc.Ua.Client
OPCFoundation.NetStandard.Opc.Ua.AI.Inference IInferenceBackend, ChatClientInferenceBackend, RestChatCompletionsBackend, credential resolvers and backend options Opc.Ua.AI, Microsoft.Extensions.AI

The AI libraries target modern .NET TFMs used by the sample (net8.0, net9.0 and net10.0). The inference assembly intentionally has no Azure, OpenAI or other vendor SDK dependency.

Model

The Server publishes one AI root below the Server object. The root contains:

  • Model sources
  • Deployments
  • Models
  • Datasets
  • Jobs

Each deployment describes where inference runs and identifies its model source. It also records egress permission, input-retention status, and the maximum inline payload size.

Two properties are especially important:

  • An inference result includes ModelUsed, so callers can tell whether the primary model or a degraded fallback answered.
  • CredentialReference is a name only. An ICredentialResolver resolves the credential value inside the Server process. The address space contains only the reference name, never the credential value.

Large payloads use the standard Part 5 FileType transfer flow. Asynchronous inference jobs use the Part 10 program lifecycle so clients can monitor state instead of polling a private API.

Minimal hosted server

AddAI registers the node manager, options and default backend composition. The host supplies the IChatClient through IChatClientFactory; that keeps vendor packages in the host and out of Opc.Ua.AI.Inference.

using Microsoft.Extensions.Hosting;
using Opc.Ua.AI.Inference;
using Opc.Ua.AI.Server;
using Opc.Ua.AI.Server.Hosting;
using Opc.Ua.Server.Fluent;

HostApplicationBuilder builder = Host.CreateApplicationBuilder(args);

builder.Services.AddRestChatCompletionsAIChatClientFactory();

builder.Services
    .AddOpcUa()
    .AddServer(options =>
    {
        options.ApplicationName = "AIServer";
        options.ApplicationUri = "urn:localhost:OPCFoundation:AIServer";
        options.AutoAcceptUntrustedCertificates = true;
        options.EndpointUrls.Add("opc.tcp://localhost:62640/AIServer");
    })
    .AddAI(
        ai => builder.Configuration.GetSection(AIOptions.SectionName).Bind(ai),
        backend => builder.Configuration
            .GetSection(InferenceBackendOptions.SectionName)
            .Bind(backend),
        fallback => builder.Configuration
            .GetSection(InferenceBackendOptions.FallbackSectionName)
            .Bind(fallback));

using IHost app = builder.Build();
await app.RunAsync().ConfigureAwait(false);

AddRestChatCompletionsAIChatClientFactory() is the sample-friendly factory: it creates an IChatClient over the configured OpenAI-compatible endpoint without adding a vendor SDK. A production host can instead register its own IChatClientFactory. That factory can create IChatClient instances for Azure, OpenAI, Ollama, or an on-device runtime.

The direct construction path remains available for hosts that do not use the generic hosting stack:

var backends = new InferenceBackends(primaryBackend, fallbackBackend);
var factory = new AINodeManagerFactory(
    backends,
    Options.Create(new AIOptions()),
    Options.Create(new InferenceBackendOptions()));

Hosting API

The extension method on IOpcUaServerBuilder is:

Method Purpose
AddAI(Action<AIOptions>?, Action<InferenceBackendOptions>?, Action<InferenceBackendOptions>?) Registers AINodeManagerFactory, AIOptions, primary and fallback InferenceBackendOptions, an InferenceBackends singleton, and the OPC UA node-manager registration

AddAI composes the backend from InferenceBackendOptions.Kind:

  • ChatClient (default) creates ChatClientInferenceBackend from IChatClientFactory.
  • RestChatCompletions creates RestChatCompletionsBackend directly for endpoints whose wire contract is the OpenAI-compatible REST shape.

AIOptions

Property Purpose
PrimaryDeploymentId / FallbackDeploymentId Deployment identifiers published in the address space
EnableFallback Publishes the fallback deployment and FallsBackTo reference
EnableCatalogue Publishes catalogue and import-job nodes
EnableLearningLoop Publishes a LearningJobType node for ground-truth sample accounting
TransferExpiry, MaxTransferSize, MaxConcurrentTransfers, TransferInferenceTimeout Bounds for chunked transfers
AsyncInferenceDelay, MaxRetainedJobs Bounds and timing for asynchronous inference jobs
SourceId Identifier of the model source

When EnableLearningLoop is true, AINodeManager publishes one LearningJobType under LearningJobs. Host-level coordinators report ground-truth corrections through RecordLearningSampleAsync(sampleId, sampleKind). The stable sampleId makes retries idempotent, and AILearningSampleKind.Negative counts empty or retracted observations exactly as positive examples count.

InferenceBackendOptions

Property Purpose
Enabled Enables the backend; most useful for disabling fallback
Kind ChatClient or RestChatCompletions
EndpointUri, ChatCompletionsPath, ProbePath Endpoint and paths for REST-shaped clients
Authentication, CredentialReference, ApiKeyHeader, CredentialDirectory, TokenAudience Server-to-backend authentication
Site, DataJurisdiction, EgressPermitted, RetainsInput Trust-boundary metadata published to clients
MaxInlinePayloadSize Inline Invoke payload limit
Models Configured model catalogue entries

Client surface

AddAIClient() mirrors the other companion-family client extensions. It registers an AIClientFactory and a Func<CancellationToken, Task<AIClient?>> over the managed session.

using Microsoft.Extensions.DependencyInjection;
using Microsoft.Extensions.Hosting;
using Opc.Ua;
using Opc.Ua.AI.Client;
using Opc.Ua.Client;

HostApplicationBuilder builder = Host.CreateApplicationBuilder(args);

builder.Services
    .AddOpcUa()
    .AddClient(options =>
    {
        options.ApplicationName = "AIClient";
        options.ApplicationUri = "urn:localhost:OPCFoundation:AIClient";
        options.AutoAcceptUntrustedCertificates = true;
    })
    .AddDiscoveryAndConnect(options =>
    {
        options.DiscoveryUrl = "opc.tcp://localhost:62640/ModelManagementServer";
        options.SecurityMode = MessageSecurityMode.SignAndEncrypt;
        options.SecurityPolicyUri = SecurityPolicies.Basic256Sha256;
    })
    .AddAIClient();

using IHost app = builder.Build();
await app.StartAsync().ConfigureAwait(false);

var createClient = app.Services
    .GetRequiredService<Func<CancellationToken, Task<AIClient?>>>();
AIClient? client = await createClient(CancellationToken.None)
    .ConfigureAwait(false);

if (client is null)
{
    Console.WriteLine("The Server does not implement AI Model Management.");
}

For one-off code, AIClient.TryCreate(session) is the direct fallback when you already own an ISession.

Inference backends

IInferenceBackend is the server-side contract: list models, invoke a model and probe reachability. Two implementations ship:

  • ChatClientInferenceBackend wraps Microsoft.Extensions.AI.IChatClient. This is the default. Hosts can pair it with any SDK or local runtime that implements the abstraction. The OPC UA address space stays unchanged.
  • RestChatCompletionsBackend speaks the OpenAI-compatible REST chat-completions contract directly. Use it when that REST shape is the actual wire contract and no IChatClient is available.

Both hosted and on-device deployments use the same OPC UA nodes. Their configuration identifies the endpoint, credentials, data jurisdiction, and egress.

Invocation inputs and parameters

Invoke and InvokeAsync accept an inline Payload or a PayloadUri, but the current server accepts inline payloads only. It returns BadNotSupported for URI-only input rather than accepting it and running a backend with no request body.

Both built-in backends accept these parameters:

  • temperature: 0 through 2
  • max_tokens: positive integer
  • top_p: 0 through 1

Clients can provide values as strings, built-in integer or floating-point values, or booleans. Both backends convert values using the invariant culture and forward them through these execution paths:

  • Synchronous and asynchronous calls
  • Fallback execution
  • Oversized-transfer execution

Both backends reject malformed or unsupported parameters. In the REST chat-completions backend, an explicit OPC UA parameter overrides the matching field in the JSON request body. The backend preserves body fields without a matching parameter.

The server sets SpecificationVersion from the source-generated Opc.Ua.AI.ModelVersions.Target constant. The AI NodeSet's target model version determines this constant, so updating the NodeSet also updates the published version without a separately maintained literal.

Example

The sample in samples/AI/ModelManagementServer hosts the node manager with AddAI. By default it uses the ChatClient path and the sample composition root supplies a small IChatClient over the OpenAI-compatible endpoint. verify_backend.py is a throwaway endpoint that speaks enough of that contract for local validation:

python samples/AI/verify_backend.py 5273
dotnet run --project samples/AI/ModelManagementServer
dotnet run --project samples/AI/ModelManagementClient

Set InferenceBackend__Kind=RestChatCompletions to select the REST backend for an endpoint that requires direct REST access. Configure FallbackInferenceBackend__Kind independently when the fallback uses a different wire contract from the primary.

Limitations

  • The companion specification is a draft, so namespace URIs and NodeIds can change.
  • The sample publishes a real LearningJobType instance and a real SamplesCollected counter. Host-level code can call the server-side accounting API when ground-truth corrections arrive, including empty or retracted observations. The sample does not simulate retraining, candidate generation, or promotion.
  • IChatClient has no standard model-enumeration method, so hosts that need a catalogue should configure InferenceBackendOptions.Models.
  • The libraries do not reference vendor SDKs. If your hosting application needs a provider package, add it there and expose it through IChatClientFactory.
  • The AI inference and sample projects disable Native AOT because the Microsoft.Extensions.AI ecosystem uses reflection in areas this repository builds with warnings as errors.

See also