Files
UA-.NETStandard/docs/AuthorizationService.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- Correct outdated SDK examples and capability guidance, consolidate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

9.3 KiB

AuthorizationService Developer Guide

Open Platform Communications Unified Architecture (OPC UA) Part 12 §9 defines the AuthorizationService, which a Global Discovery Server (GDS) provides to issue access tokens for OPC UA applications. Part 12 v1.05 uses the two-phase StartRequestToken / FinishRequestToken flow. RequestAccessToken remains available for legacy compatibility.

For client-side JSON Web Token (JWT) use during ActivateSession, see Identity Providers.

Contents

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 routes requests for the AuthorizationService method handlers. Before returning a token, the provider validates resource IDs, policies, pending request IDs, and user-token inputs.

Modern Part 12 v1.05 clients call StartRequestToken followed by FinishRequestToken. Legacy clients can still call RequestAccessToken; the provider dispatches that call to IAccessTokenProvider.RequestAccessTokenAsync. The API marks this method [Obsolete].

Opc.Ua.Identity.ITokenIssuer signs a token after the provider accepts a request. The default issuer uses local certificate material. Custom issuers can delegate signing to a cloud key-management service, a hardware security module, or a 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. It 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 JSON Web Signature (JWS) tokens defined by RFC 7515. It uses the Elliptic Curve Digital Signature Algorithm (ECDSA) (ES256, ES384, or ES512) or RSA (RS256 by default). Custom issuers can also use RSA-PSS. The default issuer does not add a JWT package dependency.

Custom ITokenIssuer for cloud or HSM signing

Use WithAuthorizationService<TIssuer>() when the signing key is not resident in the process. External signing options include:

  • Azure Key Vault
  • AWS KMS
  • An HSM
  • A corporate token service

The issuer builds the JWS header and payload, then 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 that local verifiers expect. The custom issuer controls how it produces the signature.

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 obsolete because Part 12 v1.05 replaced the one-shot exchange with StartRequestToken and FinishRequestToken. When a provider is configured, the service still dispatches the wire method to IAccessTokenProvider.RequestAccessTokenAsync so v1.04 clients continue to work.

Audit events

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