Files
Wolfgang ColsmanandMarc Schier 3c5aa421d3 Client: server redundancy over Reverse Connect member connections (#4885)
# Description

## Depends on

This pull request depends on #4883 (application-supplied reverse
connection sources) and includes its commits. #4884 (ServiceLevel-driven
failover, member probing and read statuses) is already merged into
master. Current master and the concurrent dependency merges are
preserved without rewriting branch history.

Review the complete PR diff, not only the last commit. Master's
ManagedSession logging event IDs 32-35 are preserved; unused
reverse-connection cleanup uses event ID 36.

## Problem

With Reverse Connect, each member of a non-transparent redundant Server
set opens its own connections to the Client. The existing redundancy
path assumed dialed connections for endpoint resolution, ServiceLevel
probes and recovery, preventing a Client from using the members'
incoming connections consistently.

## Change

- `IReverseConnectionAvailability : IReverseConnectionSource` exposes
`GetAvailableEndpointUrls(string serverUri)`. `ReverseConnectManager`
advertises unaccepted held connections and excludes a connection as soon
as it is accepted, including inside the accepting callback.
- Optional `ServerRedundancyOptions.MemberConnections` selects the
reverse-connect member resolver. Endpoint matching preserves the
ServerUri, security mode, security policy and URL scheme checks.
- Member probing, failover and subsequent recovery use the member
source, including for a custom resolver or explicit target whose
endpoint does not set `ReverseConnect.Enabled`.
- The initial Server retains its authenticated endpoint and original
source, manager or outbound transport. A-to-B-to-A failover uses that
original path consistently for resolution, availability, probing and
recovery.
- Switching to another member waits for at least `PeerDiscoveryTimeout`,
including after the previous reconnect budget expires. The
reverse-source dependency's cancellation and exhausted-budget handling
are preserved.
- Without `MemberConnections`, existing dialed member behavior remains
unchanged.

## Tests

The real reference-server fixture covers source, manager and outbound
initial connections, each with marked and unmarked member endpoints. All
six combinations exercise member failover, transport closure and member
recovery, then handler-selected failback to the initial Server with
probing enabled. They assert readable ServiceLevel, fresh member
connection requests and no initial-Server waits through the member
source.

The manager lifecycle regression asserts that a held connection is
available before acceptance and unavailable inside the accepting
callback. Existing resolver, handler, reactive failover,
unavailable-member and reverse-source budget/cancellation tests remain
enabled.

## Repair Evidence, 2026-10-23

Local Windows developer checks with .NET SDK 10.0.402, Release/net10.0,
before the later concurrent master integration:

- Initial-source/member routing: 6 passed.
- Combined dependency budgets, routing and accepted availability: 15
passed.
- Affected client redundancy, resolver, handler and manager lifecycle
suites: 198 passed.
- Every listed run completed with 0 build warnings and 0 build errors.
- The dependency's WoT retained-input fixture repair passed the original
case and both injected-conflict cases (3 tests), plus 15 neighboring
retained-input and retry-boundary cases. It checks exactly one correct
input per bounded publication attempt and retains the exact-one
cold-recovery assertion. No production WoT behavior is changed by that
repair.

The newly integrated baseline is being checked separately; the PR
comments and GitHub checks report its results. These prior results do
not claim completion of current-head full CI.

## Earlier Evidence

The original PR description recorded these results for historical head
`dc471de5d`, not the current head: client builds on
net10.0/net9.0/net8.0/net48 with no warnings or errors; affected classes
107/107 on net10.0 and net48; Sessions 80/80 on net10.0; the full Client
project 3311 executed and passed out of 3315 total; changed-file
whitespace/style/analyzer checks clean. Those historical checks have not
been relabeled as current-head evidence.

## Operational Notes

ServiceLevel probing consumes member connections. Members must continue
opening connections while they are probed and recovered. A previously
resolved member remains selectable while its probes obtain connections;
a member whose probe cannot obtain a connection and reports none
available becomes unavailable. The initial Server's original transport
is not subject to the separate member-source availability filter.

## Checklist

- [x] I have signed the CLA and read CONTRIBUTING.
- [x] Regression tests cover the repaired behavior.
- [x] Reverse Connect documentation describes initial-source failback,
unmarked endpoints and accepted-connection availability.
- [ ] Current-head full solution tests on .NET Framework and .NET 10
have completed successfully.
- [ ] All required current-head CI checks and CodeQL checks have passed.
- [ ] All review threads have been addressed and reviewed.

---------

Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
2026-10-26 06:29:28 +00:00
..

OPC UA .NET Standard stack documentation

These guides lead from a first working application to advanced and experimental capabilities. Follow the numbered stages when you are learning. Choose only the paths that match your application, or use the contents list to find a feature.

Contents

How to use this index

Each stage builds on the earlier ones, but you do not need to read every guide. After stage 1, choose the client, server, or PubSub path. Stages 3 to 7 are optional; use the guides your application needs. A stage or group names the knowledge it assumes.

Labels describe the maturity of a package or model:

  • Preview package: the package family keeps a -preview version, even when the core packages are stable. See Versioning.
  • Draft model: the guide implements a working-group draft specification. Its namespace URIs and NodeIds are provisional.
  • Experimental: the guide marks the feature as experimental.

These labels are independent of difficulty. An advanced guide can describe a stable feature, and a released specification can ship in a preview package.

1. Get started

Run a client and server, then learn the terms that the other guides use.

2. Build your application

Choose the path for your application. The paths are independent: for example, a PubSub application needs neither a client nor a server.

Client path

Assumes Getting started.

  1. Dependency injection: client feature — configure a client in the .NET Generic Host.
  2. Managed sessions — connect, recover from connection loss, and close. To compare the managed and classic session APIs, see choosing a session API.
  3. Read, write, and call methods — resolve namespace URIs and browse paths, check the status of each operation, and call methods through a client generated from the model.
  4. Subscriptions — callback subscriptions for long-lived monitoring and streams for short observations.
  5. Generation-bound requests — retain remote file handles, history cursors and target classifications without following a replacement connection.

Server path

Assumes Getting started.

  1. Dependency injection: server feature — host a server and configure its endpoints, security, and node managers.
  2. Node managers: start with a model — generate a node manager from your model and attach callbacks. Complete method invocation results covers ordered output values and resolved operation/input diagnostics. Your first information model is a complete example.
  3. Runtime NodeSets — load NodeSet2 models without generated code when models change independently of your application.
  4. Asynchronous server support — implement service and node-manager callbacks asynchronously.

PubSub path

A PubSub application needs neither a client nor a server, so the Getting started exercise and the other two paths are optional here.

  1. Concepts: client/server and PubSub — publishers, subscribers, and datasets.
  2. Run a first publisher and subscriber — exchange signed and encrypted messages on one computer with the reference PubSub sample.
  3. PubSub guide — the fluent builder, hosting, configuration, encodings, and security.
  4. Transport selection — UDP, Ethernet, MQTT, and Kafka.

3. Add data types and application services

Assumes the client or server path. Choose the capabilities your application needs.

Data types and models

Application services

  • State machines — define, drive, and observe state transitions.
  • Programs — host and control Part 10 invocations, monitor captured transition results, and manage diagnostics and lifetime.
  • Alarms and conditions — raise, acknowledge, and stream alarms. Alarm conditions use state machines, for example for shelving.
  • Historical access — store and read value and event history.
  • Aggregates — calculate processed history; read historical access first.
  • File system client — transfer files through the standard file objects.
  • Alias names — find nodes through named aliases.
  • Node management — let clients add and delete nodes and references.
  • Final-value publication — await terminal Value notifications in real Publish responses before removing dynamic subtrees.
  • Model change tracking — keep client caches current when the address space changes.
  • NodeSet export — export a server's address space to NodeSet2 XML.

4. Use companion models

Companion specifications define models for particular industries and device types; Concepts explains how they relate to the base model. These libraries assume the server path and, for typed client access, the client path. The packages load the models that each model depends on.

  • Device Integration (OPC 10000-100) — devices, topology, and locking.
  • Asset Management Basics (OPC 10000-110) — make devices, machines, pumps or scales manageable assets: discovery, identification, health alarms, maintenance, documentation links and locations. Read Device Integration first.
  • Software update (OPC 10000-100) — software package storage, installation, and confirmation. Read Device Integration first.
  • ISA-95 (OPC 10030 and OPC 10031-4) — the common model and job control.
  • Positioning (OPC 10000-210 and OPC 10000-211; preview package) — relative frames and geographic positions.
  • Machinery (OPC 40001-1, -2, -3, -4 and -101) — machines with identification, server-driven state machines, process values, job management, energy and result transfer, based on the Industrial Automation, Device Integration, PA-DIM, ECM and ISA-95 models.
  • Pumps (OPC 40223) — pumps and vacuum pumps, published both as Device Integration devices and as Machinery machines.
  • AutoID Devices (OPC 30010) — RFID, OCR, optical, optical verifier and RTLS readers: model, server hosting with a provider contract for the reader hardware, typed client, MCP tools and a simulated RFID reader sample, based on the Device Integration model.
  • Machine Vision (OPC 40100-1 and OPC 40100-2) — released control, recipes, configurations, results, assets, and condition monitoring, with Vision/Perception composition and Machinery hosting.
  • MachineTool and wireless peripherals (OPC 40501-1 and OPC 40505) — machine monitoring, tools, production/jobs/files and independently hosted wireless measurements, configuration and records in one package family.
  • Geometric Measurement Systems (OPC 40210) — native measurement equipment, qualification/calibration, production observations and results. The guide documents the upstream undefined Production-statistics CU exception.
  • Cranes and Hoists (OPC 40020-1; preview packages) — Robotics-derived crane systems, equipment observations and explicitly authorized speed-limit requests.
  • Scales (OPC 40200 and OPC 30050) — weighing technology with every scale kind, scale systems, recipes and PackML state machines, based on the Machinery model.
  • Plastics and rubber capabilities (OPC 40083 and OPC 40082-6) — shared machine configuration, control and monitoring, with production dataset transfer and granulate drying.
  • Extrusion (OPC 40084-1 through -12) — the extrusion line and its device families, optional capabilities, typed clients and composition.
  • Robotics (OPC 40010-1; preview package) — motion-device systems, based on the Industrial Automation and Device Integration models. The guide's draft Robot Intent model is listed in stage 7.
  • WoT connectivity (OPC 10100-1; preview package) — connect Web of Things assets. Its registry extension is listed in stage 7.

For more examples, including the Pumps and Machinery models, see the companion-model samples. The generic recycling simulation combines a causal production model with separately hosted process views; its guide identifies the remaining companion integration limits. The optional recycling operator console adds a local ASP.NET Core 10 browser schematic, strict UA trust and role-limited commands; its guide covers standalone and Compose setup, image publication and the synthetic sample's operational/security limits.

To expose these typed client interfaces to an agent, use the industrial companion MCP tools. Select one family or compose several profiles without enabling the entire tool catalog. The WoT and xRegistry profiles cover asset/registry management and document conversion; the document profile does not require a UA connection.

5. Prepare for production

Builds on the certificate trust you used in Getting started. Before you deploy a client or server, work through the production readiness checklist. It links to these guides for the details:

  1. Certificates — certificate stores, trust, and chain validation.
  2. Identity providers — authenticate users on clients and servers.
  3. Role-based user management — map identities to roles and permissions.
  4. Certificate manager — certificate lifecycle, rotation, and remote updates.
  5. Diagnostics — logging, metrics, tracing, auditing, and packet capture.
  6. Rate limiting — admission limits and busy signals during connection storms.
  7. Server resource isolation — per-caller limits and reserved capacity for startup and recovery.
  8. Profiles and facets — implemented profiles and platform boundaries.
  9. Container reference server — run the reference server in a container.

6. Advanced integration, reliability, and scale

Each group names the stages it assumes.

Transports and integration

Assumes the client or server path.

Session recovery and performance

The subscription guides assume the client path; the sizing guides assume Diagnostics.

Security infrastructure and fleet management

Assumes stage 5.

High availability and deployment

Assumes a working single server and stage 5.

  • High availability (preview package) — redundancy, failover, and distributed state.
  • Replica-consistent NodeIds (preview package) — keep node identifiers identical across replicas; required before replicating an address space.
  • Kubernetes (preview package) — cluster deployment, discovery, readiness, and secrets. Read high availability first.
  • PubSub high availability (preview package) — redundant publishers and subscribers. Assumes the PubSub path.

Native AOT publishing

Publish an application as a native executable without a JIT compiler; start with Native AOT: publish an application. Feature-specific guidance:

7. Draft and experimental capabilities

These guides implement working-group drafts or experimental extensions. Namespace URIs, NodeIds, and APIs can change before the specifications are published, so evaluate them before you depend on them in production. Each guide describes its current limitations.

  • xRegistry (draft model; preview package) — the generic registry base model, resource storage, and federation.
  • AI model management (draft model; preview package) — model catalogues, deployments, inference, and learning jobs. Builds on xRegistry.
  • Perception model (draft model; optional OpenUSD renderer is preview-only) — capture, media, feedback, and client workflows.
  • Robot Intent (draft model; preview package) — task-level motion commands. Does not require the Robotics model.
  • OpenUSD (draft models; preview package) — bind values to OpenUSD scenes and materialize scenes in the address space.
  • WoT Connectivity registry (draft model; preview package) — hosting, document provisioning, and refresh.
  • WoT-Con 1.02 compatibility — existing-type bindings, declarations, and original document preservation.
  • WoT runtime provider contracts — exact-Version dependencies and leases, prepared storage/publication, and recovery.
  • KeyCredential issued-token bridge (experimental).

These samples combine several draft or preview capabilities. Read the guides for their models first:

  • Bin picking cell — Robot Intent, Vision, and an OpenUSD scene.
  • Visual inspection cell — Vision, AI model management, and ISA-95 job control.
  • WoT aggregation sample — load Device Integration, Machinery, and Pumps models from WoT documents through the WoT Connectivity 1.1 registry, and bind them to two OPC UA source servers.
  • Generator sample model (draft model) — generating-set simulation and scene composition.

Reference and upgrade

The Windows Forms reference applications are maintained in the Samples repository.

Contributing and maintaining the SDK

These documents describe building and maintaining this repository, not using the SDK in an application: