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- Correct outdated SDK examples and capability guidance, consolidate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

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9.0 KiB
Markdown

# Replica-consistent NodeIds
OPC UA Part 4, 6.6.2.2 requires a `RedundantServerSet` to expose the same
application NodeIds on every replica. Matching a namespace URI after client-side
translation is not sufficient: the namespace index, identifier type and identifier
value must agree. Built-in server diagnostics and configuration remain local.
`Opc.Ua.Redundancy.Server` supplies `ReplicaNodeIdFactory` and
`UseReplicaNodeIdentity` for both active/passive and active/active address spaces.
The module wraps the standard `DefaultNodeIdFactory`; it does not introduce a
second hashing algorithm or a persistent logical-key-to-NodeId database.
## Contents
- [Configure the whole replica set](#configure-the-whole-replica-set)
- [Creating, importing and hydrating nodes](#creating-importing-and-hydrating-nodes)
- [Stored contracts and peer admission](#stored-contracts-and-peer-admission)
- [Sample client proof](#sample-client-proof)
## Configure the whole replica set
Every replica uses the same replica-set ID, ordered namespace list and assignment
mode. Its own ApplicationUri and election/gossip replica ID remain distinct.
```csharp
serverBuilder
.UseReplicaNodeIdentity(
"production-line",
["urn:example:machine-model", "urn:example:machine-instances"],
NodeIdAssignmentMode.Numeric,
writerAssignedIds: true)
.UseDistributedAddressSpace(options =>
{
options.UseLeaderElection = true;
options.NodeId = localReplicaId;
});
```
Supply the shared store and record protector using the normal
[HA composition](HighAvailability.md#activepassive-address-space-consistency).
For active/active, leave `writerAssignedIds` false:
```csharp
serverBuilder
.UseReplicaNodeIdentity(
"production-line",
["urn:example:machine-model", "urn:example:machine-instances"])
.UseActiveActiveRedundancy(options =>
{
options.ReplicaId = replicaId;
options.GossipPort = 4840;
options.Tls = mutualTlsOptions;
options.AddPeer(peerEndpoint);
});
```
In a real active/active configuration, set `GossipPort`, `Tls`, and peer endpoints
on `ActiveActiveRedundancyOptions`, as shown in the
[active/active example](HighAvailability.md).
Do not combine active/passive and active/active address-space modules on one server.
The configured slots are:
| Index | Meaning |
| --- | --- |
| 0 | Standard OPC UA namespace |
| 1 | This server's local ApplicationUri |
| 2 onwards | Shared namespace URIs, in the configured order |
The layout is installed before node-manager constructors run. Existing entries
are never renumbered; a conflicting slot fails startup. Declare shared model and
instance namespaces before creating nodes, including namespaces needed by their
types, references and NodeId-valued data. New shared namespaces require an explicit
layout revision, not a different runtime append order.
Validation checks:
- Namespace-bearing type definitions, data types, modelling rules, references,
and role permissions.
- `NodeId`, `ExpandedNodeId`, and `QualifiedName` values inside arrays,
matrices, `DataValue`s, and encodeable structures, including method
arguments.
The validator visits structured values through their normal encoding contract,
without reflection. Register a codec for an opaque `ExtensionObject` before
using it as shared data; the validator cannot certify an unknown body as
namespace-safe.
Before publishing a replacement manager, the runtime validates its ownership
composition and hydrates retained identities into it. After publication, the
module rebinds capture and hydration to the new manager instances. Active/passive
reconfiguration retains the shared store and election. Active/active
reconfiguration retains the gossip transport and CRDT map.
If preparation fails, the runtime restores bindings for the manager composition
that the lifecycle retained. Replication therefore does not remain attached
only to retired managers.
Both server startup modules reject missing identity configuration for replicated
operation. Process-local active/passive experimentation and ordinary standalone
servers retain their existing behavior.
For non-DI hosting, assign a `ReplicaNodeIdFactory` to
`StandardServer.NodeIdFactory` before starting the server. Supply the writer
election, shared state store and record protector to its constructor when using
writer-assigned IDs. The server awaits the same early initialization, and the
address-space startup task validates the same contract.
## Creating, importing and hydrating nodes
Numeric, String, Guid and Opaque modes derive named identities through the
standard canonical-path implementation. Numeric remains the default. A shared
path must not depend on an unregistered namespace or the local ApplicationUri.
Independently created entities need a stable application key represented by their
path or an explicit NodeId. Repeated browse names are not a substitute for distinct
stable keys: supply distinct explicit identifiers when a path is ambiguous.
Counter mode and unnamed-node fallback do not provide independent identity.
With `writerAssignedIds: true`, only the elected writer may register a locally
allocated counter ID in the shared graph. Standbys consume the writer's assigned
IDs unchanged. Startup reserves live IDs and retained tombstones before writer
allocation; hydration also reserves incoming IDs. There is no synchronous
storage or network call in `New`.
Valid supplied IDs and hydrated child IDs are retained, not allocated again.
The shared registration policy checks collisions before indexing, including
collisions with explicit IDs. Hashed shared allocations keep collision detection
enabled in Release as well as Debug. Rebased factory views and supported factory
replacement preserve the policy; an unrelated custom factory cannot replace it.
Custom application identity schemes must supply their stable IDs explicitly.
Transient event instances and their generated fields use the server-local
namespace; they are not independently registered shared entities. Built-in
diagnostics/configuration and namespace-zero infrastructure are excluded from
address-space replication. WoT shared materialization retains the configured
stable factory rather than forcing independent shared counters.
## Stored contracts and peer admission
The versioned descriptor contains the replica-set ID, canonical-path version,
assignment mode, writer/independent policy and ordered namespace layout.
Active/passive stores bind it to the protected strong key
`election/addressspace-identity/v1`. Fluent registration contributes that key
even with custom hybrid routing. A new authoritative store can initialize it
atomically; competing initializers must accept the winning descriptor.
Mismatched, corrupt or unbound legacy state fails without overwriting that state.
An empty CRDT scan is not proof of an empty store. For a **verified new** hybrid
deployment, provision the contract on its fresh linearizable backend before
attaching the also-new replicated payload backend:
```csharp
var identity = new ReplicaNodeIdFactory(
"production-line",
["urn:example:machine-model", "urn:example:machine-instances"]);
await identity.InitializeNewStoreAsync(newSharedRaftStore, recordProtector, ct);
```
Use the same writer policy in the provisioning factory and the hosted factory:
if the host enables writer-assigned IDs, pass its election to the provisioning
factory too. This administrative operation cannot inspect disconnected replicas
and is not a legacy-state adoption API. Never use it to certify an existing
unknown payload store. Export and validate an existing layout offline before
rebuilding or migrating; there is no automatic live renumbering or store wipe.
Active/active frames carry the descriptor over the existing gossip transport and
compare it **before CRDT merge**. An incompatible frame is rejected, does not
advance the successful-apply counter, and invalidates local identity admission.
The configured service-level wiring keeps that replica at maintenance level 0;
correct the configuration and restart it. Configure authenticated gossip as usual:
the descriptor is compatibility metadata, not a replacement for transport security.
All opted-in ownership partitions use one address-space transport per replica,
so multiple node managers do not each bind the same listening port.
Fixed identity does not make eventual values linearizable, infer missing-node
deletion from incomplete scans, or relax the existing HA coordination rules.
## Sample client proof
The [RedundantServer sample](../samples/Redundancy/RedundantServer/README.md)
reserves its shared namespace through the module and exposes factory-created
`HighAvailability/FactoryAssigned/Value` and `Target` nodes. `Target` contains
the exact NodeId of `Value`.
Run the [RedundantClient sample](../samples/Redundancy/RedundantClient/README.md)
with `--identity`, wait for its cached-ID message, then stop the serving replica.
The client verifies a different server through the standard `ServerArray`, reads
the saved IDs without rebrowsing or remapping, and creates a monitored item using
the saved value ID on the surviving replica.