Files
UA-.NETStandard/docs/AutoID.md
T
Klaus LandsdorfandMarc Schier 0bd7aaaad6 AutoID: keep every reader reachable from DeviceSet, and let a reader be a component of a machine (#4853)
# Description

Follow-up to the AutoID companion (#4825). Two changes to where the
AutoID server places its readers:

1. **`IAutoIdReaderBuilder.WithParent` is made conformant with OPC
10000-100 4.9.** Until now it placed a reader below another node
*instead of* `DeviceSet`, and the docs suggested "a component of a
machine" as the use case. A machine in the Machinery `Machines` folder
is not reachable from `DeviceSet`, so such a reader could not be located
from `DeviceSet`, which DI 4.9 requires for every `ComponentType`
instance (every AutoID device type derives from DI `DeviceType`). Now
the reader is still placed below the parent (`HasComponent`, unchanged),
and:
- when `DeviceSet` already reaches the parent through hierarchical
references (for example another reader, or any device it organizes),
nothing else is added: the reader is a component of a composed device
and DI 4.9 wants "only the root instance" referenced from `DeviceSet`;
- otherwise `DeviceSet` also organizes the reader (`Organizes`, both
directions), so it stays locatable.
2. **New opt-in `IAutoIdReaderBuilder.AsComponentOf(BaseObjectState
machine)`**, available only when AutoID is composed with Machinery
(`AddAutoIdToMachinery`, or a DI owner that loads the Machinery model).
It makes the reader an identifiable component of the machine per OPC
40001-1 11:
- the reader is placed below the machine's `Components` add-in
(`HasComponent`, as `MachineComponentsType` declares for `<Component>`);
- it gets the `2:Identification` add-in (`HasAddIn`) typed
`MachineryComponentIdentificationType`, which holds no copies: it
references the reader's own DI nameplate properties with `HasProperty`
(`Manufacturer`, `SerialNumber`, and those of `Model`,
`ManufacturerUri`, `ProductCode`, `HardwareRevision`,
`SoftwareRevision`, `DeviceRevision`, `DeviceClass`,
`ProductInstanceUri` that are set, plus `AssetId`/`ComponentName` when
published; `DeviceManual` and `RevisionCounter` are left out as 40001-1
10.2 recommends);
- the reader stays a device: the same `DeviceSet` rule as for
`WithParent` applies with `Components` as the parent, so in the usual
case (a machine in `Machines` that `DeviceSet` does not reach)
`DeviceSet` organizes it directly. It is not added to `Machines`.
- Checked before anything is registered, each failing with
`Bad_ConfigurationError` and a message naming the way out: the server
has no Machinery model (names `AddAutoIdToMachinery`), the machine is
not a node of the AutoID owner, the machine has no `Components` add-in
(names `WithComponents`), or the reader nameplate lacks `Manufacturer`
and/or `SerialNumber` (mandatory in `MachineryItemIdentificationType`).
`WithParent` and `AsComponentOf` exclude each other
(`InvalidOperationException`).

Default behaviour is unchanged: a reader built without
`WithParent`/`AsComponentOf` is organized by `DeviceSet` and not added
to `Machines`. Rollback on failure covers the new references: a failed
build removes the `DeviceSet` reference, the component and its add-in,
so the name can be used again.

## Specification basis

| Statement | Source |
| --- | --- |
| "The DeviceSet Object is the starting point to locate Devices. It
shall either directly or indirectly reference all instances of a subtype
of ComponentType with a Hierarchical Reference. For complex Devices that
are composed of various components that are also Devices, only the root
instance shall be referenced from the DeviceSet Object. The components
of such complex Devices shall be locatable by following Hierarchical
References from the root instance." | OPC 10000-100 (DI) 1.05.0, 4.9 |
| AutoID device types are "Subtype of DeviceType defined in OPC
10000-100". OPC 30010 does not mention `DeviceSet`, Machinery or
`Machines`. | OPC 30010 (AutoID) 1.01, 6.1 Table 7 |
| "Each Machine providing this building block provides the Components
Object, which directly references all identifiable components of a
Machine." / "Note: That does not preclude that a Machine is organizing
its components in various other hierarchies as well." | OPC 40001-1
(Machinery) 1.04.2, 11.1 |
| "The MachineComponentsType provides HasComponent References to all
identifiable components of a Machine"; Table 27: `0:HasComponent Object
<Component> 0:BaseObjectType OP`; Table 28: `<Component> 0:HasAddIn
Object 2:Identification MachineryItemIdentificationType M`; "As all
identifiable components shall contain the Identification Object". | OPC
40001-1 1.04.2, 11.2 |
| `MachineryItemIdentificationType`: `2:Manufacturer` M,
`2:SerialNumber` M, all other members O. | OPC 40001-1 1.04.2, 8.3 Table
16 |
| `MachineryComponentIdentificationType` is the component subtype of
`MachineryItemIdentificationType` (adds `2:DeviceRevision`); "It is not
recommended to use the optional Properties 2:RevisionCounter and
2:DeviceManual"; a missing component `2:ProductInstanceUri` "shall be
omitted". | OPC 40001-1 1.04.2, 10.2 |
| "it is recommended to keep this approach and let several References
lead to the same Node, rather than duplicating the Node" / Robotics
example: identification Properties "are only referenced from the
Identification functional group". | OPC 40001-1 1.04.2, 7.3 and Annex
B.2 (informative) |
| "It is expected that domain-specific companion specifications using
this specification will define what assets of the domain in what usage
are considered to be Machines or components of Machines." | OPC 40001-1
1.04.2, 11.1 (Note) |
| Organizes "can be used to span multiple hierarchies"; more than one
hierarchical path to a Node is allowed. | OPC 10000-3 1.05, 7.11, 7.5 |

**SDK decisions** (not specified by OPC 30010, which predates
Machinery):

- A reader is never added to `Machines`: no specification classifies an
AutoID device as a machine (40001-1 11.1 leaves that to the domain
specifications, AutoID is silent).
- A reader becomes a component of a machine only when the application
asks for it (`AsComponentOf`).
- `WithParent` keeps its parent and adds the `DeviceSet` reference
rather than rejecting parents outside `DeviceSet` (see below).
- The component `Identification` references the reader's nameplate
instead of copying it.
- AutoID does not add Machinery conformance units; the Machinery owner
advertises them for what its builders created.

### Why `WithParent` adds a reference instead of rejecting

DI 4.9 asks for reachability, not for a particular parent, and OPC
10000-3 allows several hierarchical paths to one node. Adding
`Organizes` from `DeviceSet` satisfies the "shall" while keeping the
parent the application asked for, and it is the same reference type
`DeviceSet` already uses for every reader (and the DI node manager for
every device). Rejecting such parents with `Bad_ConfigurationError`
would break existing callers that hang a reader below a machine or
folder. When `DeviceSet` already reaches the parent, no reference is
added, so the "only the root instance" rule of 4.9 holds for composed
devices. Reachability is decided once when the reader is built, by
following the forward hierarchical references of the owner's nodes.

### Why `AsComponentOf` keeps the reader referenced from `DeviceSet`

Machinery does not require machines to be in `DeviceSet` (the stock
builders put them in `Machines` only), so a reader that is only below
`Components` would again be unreachable from `DeviceSet`. The same
reachability rule as for `WithParent` applies: if the machine is itself
reachable from `DeviceSet` (for example a machine that is also a DI
device organized by `DeviceSet`), the reader is reached through it and
gets no direct reference, otherwise `DeviceSet` organizes it.

### Shape of `AsComponentOf`

It takes the machine's `BaseObjectState`, like `WithParent(NodeState)`
and `IMachineryBuildContext.BindMachine(TState, ...)`; with the stock
builders that is `IMachineHandle<TState>.State`. It requires the
machine's `Components` add-in to exist
(`IMachineBuilder.WithComponents`, or a companion-declared one bound
with `WithComponents(components, ...)`) instead of creating one, so the
Machinery builders stay the only place that creates Machinery building
blocks (`MachineryBuildingBlocks` organization, facets). The reader's
NodeState parent is the `Components` object, so the DI node manager
attaches it with `HasComponent` and the existing registration and
rollback code applies unchanged.

## Behaviour change for existing callers

- `WithParent(parent)` with a parent that `DeviceSet` does not reach
(for example a machine in `Machines`, or an application folder): the
reader is now *also* browsable from `DeviceSet` (one extra `Organizes`
reference, both directions), and an
`AutoIdClient.EnumerateReadersAsync()` (which browses `DeviceSet`) now
finds it. Its parent, NodeId and `HasComponent` reference are unchanged.
- `WithParent(parent)` with a parent `DeviceSet` reaches (for example
another reader): unchanged.
- Default placement: unchanged.
- `IAutoIdReaderBuilder` gains a member. The interface is implemented
only inside the package (instances come from `AutoIdRuntime.Reader`),
and the package is new in 2.0.

## Changes

- `src/Opc.Ua.AutoID.Server/AutoIdReaderPlacement.cs` (new, internal):
`DeviceSet` lookup, the reachability check, the `Organizes` reference
and its removal, `Components` resolution and validation, the nameplate
check, and the `Identification` add-in.
- `src/Opc.Ua.AutoID.Server/AutoIdRuntime.cs`: the builder's nameplate
delegate runs once (validated before anything is registered, then copied
into the DI builder); `AsComponentOf` resolves `Components` as the
parent before the device is created; after registration the add-in is
added and the `DeviceSet` reference kept; rollback removes the
reference.
- `src/Opc.Ua.AutoID.Server/Builders/IAutoIdReaderBuilder.cs`,
`AutoIdReaderBuilder.cs`: `AsComponentOf`, mutual exclusion with
`WithParent`, XML docs stating the exact behaviour.
- `docs/AutoID.md`: new "Placement" subsection under "Hosting readers"
(what DI 4.9 and Machinery 11 require, what is an SDK decision, a table
per builder call, an example), the composition table rows for readers
and `Machines`, the test fixture table.
`src/Opc.Ua.AutoID.Server/NugetREADME.md`: a short paragraph.
- Tests (below).

## Tests

- `AutoIdReaderLifecycleTests` (stand-alone owner):
`ReadersCanHangBelowAnExplicitParentAsync` now also asserts that
`DeviceSet` does not organize a reader below another reader;
`AReaderBelowAParentOutsideTheDeviceSetIsStillOrganizedByItAsync`;
`AFailedCreationBelowAnOutsideParentLeavesNoDeviceSetReferenceAsync`
(rollback); `AStandaloneReaderCannotBeAComponentOfAMachineAsync`
(`Bad_ConfigurationError` naming `AddAutoIdToMachinery`); argument
checks for `AsComponentOf(null)` and both call orders of
`WithParent`/`AsComponentOf`.
- `AutoIdCompositionTests` (Machinery owner, in process):
`AReaderBecomesAComponentOfAMachineAndStaysADeviceAsync` (parent is
`Components`, `HasComponent`, `DeviceSet` organizes it, `Machines` does
not, `Identification` with `HasAddIn` and the component type,
`HasProperty` to the reader's own `Manufacturer`/`SerialNumber`/`Model`
nodes, no `DeviceManual`, owned subtree);
`AComponentNeedsAMachineWithComponentsAndRegistersNothingOtherwiseAsync`;
`AComponentNeedsTheMandatoryIdentificationAsync`;
`AComponentNeedsAMachineOfTheOwnerAsync`;
`AFailedComponentCreationIsRolledBackAsync`.
- `AutoIdPlacementEndToEndTests` (new, hosted Machinery + AutoID over a
real session): a default reader, a reader below that reader, a reader
`AsComponentOf` a machine and a reader `WithParent` the machine.
Browsing `DeviceSet` finds the three roots and not the nested reader,
the outer reader reaches the nested one;
`MachineryClient.DiscoverMachinesAsync` returns only the machine and
`Machines` contains no reader;
`MachineryClient.EnumerateComponentsAsync` lists only the component
reader, `ReadIdentificationAsync` reads `Manufacturer`, `SerialNumber`,
`ProductCode` through the add-in, which is `HasAddIn`-referenced and
typed `MachineryComponentIdentificationType` and whose `HasProperty`
targets are the reader's own nameplate nodes;
`AutoIdClient.EnumerateReadersAsync` finds the three roots.
- The existing default assertions
(`TheReadersShareTheDeviceSetWithThePumpAndStayOutOfTheMachinesFolderAsync`,
`TheMachineryAndPumpsClientsStillFindTheirInstancesAsync`,
`ComposedReadersLiveBelowTheSharedDeviceSetAsync`) are unchanged.
- Fail-without: with the runtime wiring reverted to master (builder
surface kept so the tests compile), 10 of the new tests fail: all
`AsComponentOf` cases, both `WithParent` cases outside `DeviceSet` and
the three session tests that look for the component or the extra
`DeviceSet` reference. Removing only the rollback of the `DeviceSet`
reference makes both rollback tests fail. `NoReaderBecomesAMachineAsync`
and the existing default tests pass with and without the change, as
intended.

Local results (macOS arm64, SDK 10.0.402, head `238ed9b69` on master
`9bfc780e1`; the same three commits are now based on master `ac24123dd`
as `c6d70909b`, no AutoID file changed in between):
`Opc.Ua.AutoID.Tests` net10.0 318/318 passed; `Opc.Ua.AutoID.Server` all
TFMs and the test project with `CustomTestTarget=net48` build with 0
warnings, 0 errors (net48 tests run on Windows CI; there is no mono host
here). `dotnet format whitespace/style/analyzers --verify-no-changes` on
the changed files: no new findings beyond the conventions of the
surrounding test files.

## Commits

1. `fix(autoid): keep every reader reachable from DeviceSet`
2. `feat(autoid): make a reader a component of a machine`
3. `docs(autoid): document where readers are placed`

The branch is based on OPCFoundation/master `ac24123dd` (#4852, the last
master commit with a green build). Fork CI was not repeated on this
head: earlier fork runs of this branch failed only in test projects
outside this PR (the master build was broken by the NUnit 5 migration
#4840 and fixed in #4852; master is currently broken again in
`Opc.Ua.Core.Tests` by #4849). The upstream checks of this PR test it
against the current master.

## Related Issues

- Follow-up to #4825 (tracking issue #4824).
- #4823 (open) edits prose in other paragraphs of `docs/AutoID.md`
(table of contents, the DI-owner paragraph, providers). This PR adds a
subsection and changes two rows of the composition table and one row of
the test table; no hunk overlaps. The table of contents is deliberately
not touched here because #4823 adds the subsection entries for "Hosting
readers"; the "Placement" entry can be added there or after both are
merged.

## 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. (Local build of the changed projects: 0 warnings, 0
errors.)
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed. (Locally
the AutoID test project on net10.0; net48 is built but runs only on
Windows CI.)
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings. (Pending the upstream checks; see the CI note
above.)
- [x] I have addressed **all** PR feedback received.

---------

Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
2026-10-21 05:24:38 +00:00

32 KiB

AutoID Devices

The AutoID packages implement OPC 30010 OPC UA for AutoID Devices (release 1.01, 2020-06-18): RFID readers, OCR readers, optical (barcode) readers and verifiers, and real-time locating systems (RTLS), with their scan results, tag access methods and diagnostics events.

Package What it adds
Opc.Ua.AutoID The information model: node states, DataTypes, identifiers, encodeables and client proxies
Opc.Ua.AutoID.Server Reader hosting on the Device Integration node manager, a provider contract for the reader hardware, the OPC 30010 methods and events, simulated readers
Opc.Ua.AutoID.Client Reader discovery, typed scan and tag calls, device snapshots and an asynchronous stream of events
Opc.Ua.Mcp.AutoID Nine bounded MCP tools; no tool changes a tag

The AutoID sample runs a simulated RFID reader end to end.

Contents

Model and dependencies

Item Value
Package OPCFoundation.NetStandard.Opc.Ua.AutoID
Model URI http://opcfoundation.org/UA/AutoID/
Model version 1.01, published 2020-06-18
Required models OPC UA 1.03, Device Integration 1.01 (lower bounds)
Generated CLR namespace Opc.Ua.AutoID
Source UA-Nodeset latest/AutoID

AutoIdDeviceType derives from the DI DeviceType, so the package references Opc.Ua.Di and loads the DI model the stack ships, which is newer than the required 1.01.

What the model package contains

  • The device types AutoIdDeviceType (abstract), RfidReaderDeviceType, OcrReaderDeviceType, OpticalReaderDeviceType, OpticalVerifierDeviceType and RtlsDeviceType, with their methods (Scan, ScanStart, ScanStop, ReadTag, WriteTag, WriteTagID, KillTag, LockTag, SetTagPassword, GetLocation, ...) as typed method states.
  • The event types AutoIdScanEventType with one subtype per reader kind, AutoIdDiagnosticsEventType, AutoIdAccessEventType, RfidAccessEventType, AutoIdLogEntryEventType and AutoIdPresenceEventType.
  • The DataTypes: the ScanData and Location unions, the abstract ScanResult with RfidScanResult, OcrScanResult, OpticalScanResult, OpticalVerifierScanResult and RtlsLocationResult, the access results AccessResult and RfidAccessResult, ScanSettings, RfidSighting, ScanDataEpc, the coordinate structures and six enumerations.
  • AutoIdModel (model identity, GetNamespaceUris()) and the AddAutoIdTypeSystem registration overloads.

The scan event subtypes and RfidAccessEventType narrow the DataType of their ScanResult or AccessResult property to a structure subtype. The generated states expose the property with that type, for example RfidScanEventState.ScanResult is a PropertyState<ArrayOf<RfidScanResult>>.

Loading the model

using Opc.Ua;
using Opc.Ua.AutoID;

// Encodeables (DI and AutoID); the caller commits the builder.
messageContext.Factory.Builder.AddAutoIdTypeSystem().Commit();

// Type nodes for a node manager's predefined nodes.
var predefinedNodes = new NodeStateCollection();
predefinedNodes.AddAutoIdTypeSystem(systemContext);

// Typed node states for instances of the AutoID types.
nodeStateFactory.AddAutoIdTypeSystem();

AddAutoIdTypeSystem loads DI before AutoID, registers missing namespaces and skips roots that are already present, so it can be combined with other models that also load DI.

Scan data and scan results

ScanData is a union: SwitchField selects the ByteString, String, Epc or Custom arm. The scan and access results have optional fields; set the corresponding bits in EncodingMask to send them.

var result = new RfidScanResult
{
    CodeType = "EPC",
    ScanData = new ScanData
    {
        SwitchField = ScanDataFields.Epc,
        Epc = new ScanDataEpc { PC = 0x3000, UId = ByteString.From(epc) }
    },
    Timestamp = DateTimeUtc.Now,
    Sighting = [new RfidSighting { Antenna = 1, Strength = -52 }]
};

The NodeSet defines binary and XML encodings; JSON uses the DataType NodeIds.

Hosting readers

A server has one Device Integration DeviceSet, and exactly one node manager owns the DI namespace. Readers are therefore hosted in one of two ways:

  • AddAutoId registers a node manager of its own that loads the DI and AutoID models and creates one device per reader below DeviceSet. Use it when AutoID is the only DI-based companion of the server.
  • AddAutoIdToMachinery loads the AutoID model into the Machinery node manager of AddMachinery, which then owns DI for every companion of the server; the readers are created in that manager, below the same DeviceSet as the machines, pumps or scales. See Coexisting with a server that already owns DI.
using Microsoft.Extensions.DependencyInjection;
using Opc.Ua.AutoID.Server;

services.AddOpcUa()
    .AddServer(options => { /* application name, endpoints, PKI */ })
    .AddAutoId(options => options.MaximumScanDuration = TimeSpan.FromSeconds(10))
    .ConfigureAutoId(async context =>
    {
        AutoIdReader reader = await context.Runtime
            .Reader(new QualifiedName("DockDoor1", context.Manager.InstanceNamespaceIndex), hardware)
            .WithDeviceInfo("Dock door antenna portal")
            .WithDeviceLocationName("Dock 1, gate A")
            .WithAntennaNames([new AntennaNameIdPair { AntennaId = 1, AntennaName = "Left post" }])
            .WithIdentification(nameplate => nameplate.SerialNumber = "R100-0001")
            .BuildAsync(context.CancellationToken);
    });

Reader(...) returns a builder; nothing is registered before BuildAsync. The builder materialises exactly the components the provider supports (a reader without a Scan provider has no Scan method), registers the device, makes it an event notifier and attaches the provider. A failure at any step is rolled back, so the browse name can be used again, a provider the build owns (OwnsProvider()) is disposed, and concurrent builds of one name admit exactly one. Disposing the runtime (the node manager does so on shutdown) stops every reader's scans, detaches its provider and, for a provider the reader owns (OwnsProvider()), disposes it.

AutoIdServerOptions bounds what a client can ask for:

Option Default Effect
MaximumScanDuration 30 s A synchronous Scan asking for more is Bad_InvalidArgument; a provider that does not return in time is cancelled and the call fails with Bad_Timeout
MaximumTagReadLength 65536 A longer ReadTag is Bad_InvalidArgument
MaximumScanResults 1000 More results fail the scan with Bad_ResponseTooLarge instead of being truncated
PublishAccessEvents true Whether commands that reach a tag raise access events
AdditionalNamespaceUris none Extra namespaces to register

The readers keep their scan state (Idle_0, Scanning_2, Busy_3, Error_1) in DeviceStatus. AutoIdReader.SetFaultedAsync(true) reports Error_1: new scans then return DEVICE_NOT_READY_17 and an active asynchronous scan stops. SetDeviceLocation moves the DeviceLocation of a mobile reader.

Coexisting with a server that already owns DI

AddAutoId claims the Device Integration address space like AddOpcUaDi, AddMachinery, AddPumps or AddScales, so registering it together with another DI owner, in either order, throws InvalidOperationException while the services are registered; the message names the current owner and the composition API. The check is what keeps the address space consistent: two DI owners would each load their own copy of DeviceSet, the server would route DeviceSet to the first one, and readers created in the second one would not be browsable.

To host readers next to machines, call AddAutoIdToMachinery after AddMachinery and create the readers with ConfigureAutoIdFor<TNodeManager>. Other Machinery-based companions compose into the same owner:

using Microsoft.Extensions.DependencyInjection;
using Opc.Ua;
using Opc.Ua.AutoID.Server;
using Opc.Ua.Machinery.Server;

services.AddOpcUa()
    .AddServer(options => { /* application name, endpoints, PKI */ })
    .AddMachinery(options =>
    {
        options.Parts = MachineryParts.BuildingBlocks;
        options.InstanceNamespaceUri = "urn:acme:plant:instances";
    })
    .AddPumpsToMachinery()                       // optional, any *ToMachinery companion
    .AddAutoIdToMachinery(options => options.MaximumScanDuration = TimeSpan.FromSeconds(10))
    .ConfigureMachinery(async (machinery, ct) =>
    {
        await machinery.AddMachine(new QualifiedName("Press1", machinery.InstanceNamespaceIndex))
            .WithIdentification(id =>
            {
                id.Manufacturer = new LocalizedText("Acme");
                id.SerialNumber = "PR-1";
                id.ProductInstanceUri = "urn:acme:press:1";
            })
            .BuildAsync(ct);
    })
    .ConfigureAutoIdFor<MachineryNodeManager>(async (context, ct) =>
    {
        AutoIdReader reader = await context.Runtime
            .Reader(new QualifiedName("PressInfeed", context.Runtime.InstanceNamespaceIndex), hardware)
            .WithDeviceInfo("Infeed portal of Press1")
            .BuildAsync(ct);
    });
Item In the composed server
Node managers The MachineryNodeManager alone; no AutoIdNodeManager is created
Device Integration model, DeviceSet Loaded once by the Machinery owner's core model provider
AutoID model Added to the owner by AutoIdMachineryModelProvider, with AdditionalNamespaceUris
Readers Below the owner's DeviceSet (Organizes), NodeIds in MachineryServerOptions.InstanceNamespaceUri; take browse names from context.Runtime.InstanceNamespaceIndex. WithParent and AsComponentOf place a reader elsewhere and keep it reachable from DeviceSet, see Placement
Machines folder Readers are devices, not machines, and are not added to it; AsComponentOf makes one a component of a machine
Methods, events, providers As in the stand-alone server; the readers are event notifiers of the owner
Conformance The runtime contributes the AutoID units and facets to the owner, which publishes them with the DI and Machinery ones
Lifetime The owner disposes the runtime on shutdown: scans stop, providers detach, owned providers are disposed

Successive ConfigureAutoIdFor<MachineryNodeManager> delegates run in registration order in the Machinery configuration pipeline, before its builder is sealed, and share one AutoIdRuntime; context.Manager is the Machinery owner. ConfigureAutoIdFor<AutoIdNodeManager> works with AddAutoId and receives the stand-alone runtime, so configuration code can be shared by both hosting paths. Opc.Ua.AutoID.Server references Opc.Ua.Machinery.Server for this; a stand-alone server still loads only the DI and AutoID models.

Placement

OPC 30010 does not say where readers live in the address space; the rules come from the specifications it builds on.

Rule Source
"The DeviceSet Object is the starting point to locate Devices. It shall either directly or indirectly reference all instances of a subtype of ComponentType with a Hierarchical Reference." Every AutoID device type derives from DI DeviceType, a ComponentType. OPC 10000-100 1.05.0 4.9; OPC 30010 6.1
"For complex Devices that are composed of various components that are also Devices, only the root instance shall be referenced from the DeviceSet Object." OPC 10000-100 1.05.0 4.9
The Components object of a machine "directly references all identifiable components of a Machine", with HasComponent, and each component carries the 2:Identification add-in (HasAddIn) whose Manufacturer and SerialNumber are mandatory. OPC 40001-1 1.04.2 11.1, 11.2 (Tables 27, 28), 8.3
Machinery and DI place no requirement on each other: a machine need not be in DeviceSet, and a device need not be in Machines. OPC 40001-1 1.04.2, OPC 10000-100 1.05.0

The SDK applies them as follows:

Builder call Where the reader is Reference from DeviceSet
none (default) Below DeviceSet Organizes
WithParent(parent), DeviceSet reaches parent (for example another reader) Below parent (HasComponent) None: the reader is a component of a composed device whose root DeviceSet references
WithParent(parent), DeviceSet does not reach parent Below parent (HasComponent) Organizes, added by the runtime
AsComponentOf(machine) Below the machine's Components (HasComponent), with an Identification add-in As for WithParent with the Components object as parent: usually Organizes, because a machine in Machines is not necessarily reachable from DeviceSet

Whether DeviceSet reaches the parent is decided when the reader is built, by following the forward hierarchical references of the owner's nodes. A child attached by a non-hierarchical reference, such as a condition by HasCondition, is no path from DeviceSet.

Where OPC 30010 is silent, these are SDK decisions: a reader is not added to the Machines folder, because no specification classifies an AutoID device as a machine (OPC 40001-1 11.1 leaves that to the domain specifications), and a reader is a component of a machine only when the application asks for it.

AsComponentOf needs AutoID composed into the Machinery owner (AddAutoIdToMachinery or a DI owner that loads the Machinery model) and a machine of that owner that publishes the Components add-in, here built with WithComponents. The runtime takes the add-in the machine's MachineryBuildingBlocks folder references with HasAddIn (OPC 40001-1 7.1), so a container a companion model declares and WithComponents(existing, ...) binds is found below whatever parent and with whatever browse name it keeps; a machine without that folder offers its MachineComponentsType child:

IMachineHandle<BaseObjectState>? press = null;
builder
    .ConfigureMachinery(async (machinery, ct) =>
        press = await machinery.AddMachine(new QualifiedName("Press1", machinery.InstanceNamespaceIndex))
            .WithIdentification(id =>
            {
                id.Manufacturer = new LocalizedText("Acme");
                id.SerialNumber = "PR-1";
                id.ProductInstanceUri = "urn:acme:press:1";
            })
            .WithComponents(_ => { })
            .BuildAsync(ct))
    .ConfigureAutoIdFor<MachineryNodeManager>(async (context, ct) =>
        await context.Runtime
            .Reader(new QualifiedName("PressInfeed", context.Runtime.InstanceNamespaceIndex), hardware)
            .AsComponentOf(press!.State)
            .WithIdentification(nameplate =>
            {
                nameplate.Manufacturer = new LocalizedText("Acme");
                nameplate.SerialNumber = "R100-0001";
            })
            .BuildAsync(ct));

The reader gets the 2:Identification add-in typed MachineryComponentIdentificationType. It holds no copies: it references the reader's own DI nameplate properties with HasProperty. This follows the approach of OPC 40001-1 7.3 ("let several References lead to the same Node, rather than duplicating the Node") and of the Robotics example in Annex B.2, whose identification Properties "are only referenced from the Identification functional group". It references Manufacturer, SerialNumber and those of Model, ManufacturerUri, ProductCode, HardwareRevision, SoftwareRevision, DeviceRevision, DeviceClass and ProductInstanceUri that are set, plus AssetId and ComponentName when the reader publishes them; DeviceManual and RevisionCounter are left out as OPC 40001-1 10.2 recommends. A missing Manufacturer or SerialNumber, a machine of another node manager, a machine without Components or with more than one, or a server without the Machinery model fail the build with Bad_ConfigurationError before anything is registered. WithParent and AsComponentOf exclude each other. The runtime does not add Machinery conformance units; the Machinery owner advertises them for what its builders created.

Direct composition and lifetime

Without dependency injection, pass new AutoIdMachineryModelProvider() together with new MachineryModelProvider(MachineryParts.BuildingBlocks) to the MachineryNodeManager constructor; providers are dependency-ordered even if supplied in another order. Once the address space is created:

AutoIdRuntime autoId = owner.CreateAutoIdRuntime();
AutoIdReader reader = await autoId.CreateReaderAsync(
    new QualifiedName("PressInfeed", autoId.InstanceNamespaceIndex), hardware, ct);

The first CreateAutoIdRuntime(options) call selects the options; later calls return the same runtime, and on an AutoIdNodeManager it returns its Runtime. The stand-alone AutoIdNodeManager is built from the same pieces: a Device Integration owner that loads DI and then AutoIdMachineryModelProvider. Any other Device Integration owner composes AutoID the same way, as with Pumps or Scales: an application-owned DiNodeManager subclass loads the model in its LoadPredefinedNodesAsync with nodes.AddAutoIdTypeSystem(context), which keeps DI nodes that are already present, calls CreateAutoIdRuntime() (or is configured through ConfigureAutoIdFor<TOwner>), and disposes the runtime through DisposeMachineryResourcesAsync() from its asynchronous disposal. AddAutoIdToMachinery is the registration shortcut for the stock owner's model-provider pipeline; the plain AddOpcUaDi owner loads only DI and has no such pipeline, so a server built on it uses the subclass route.

Providers

A reader is the OPC UA face of a hardware provider. The base contract IAutoIdReaderProvider (kind, attach, detach) is enough for a device that scans on its own (OPC 30010 6.1.1 option 3): the provider reports through the IAutoIdReaderSink it receives when attached. Capabilities are added by implementing more interfaces:

Interface Methods it enables
IAutoIdScanProvider Scan
IAutoIdAsyncScanProvider ScanStart, ScanStop
IAutoIdRfidProvider (SupportedOperations) ReadTag, WriteTag, WriteTagID, KillTag, LockTag, SetTagPassword, each only when listed
IAutoIdRtlsProvider GetLocation, GetSupportedLocationTypes

The sink pushes ReportScanAsync (scan event and LastScanData), CompleteScanAsync (a termination condition ended the asynchronous scan), ReportPresenceAsync, ReportLogEntryAsync and ReportAccessAsync. Provider calls are made without any runtime lock held, scans never overlap on one reader, and the sink throws ObjectDisposedException after the reader was disposed.

Four simulated providers ship in the package and back the tests and the sample: InMemoryRfidReaderProvider (an EPC Gen2 reader with memory banks, passwords, locks and kill), InMemoryScanReaderProvider (OCR and optical), InMemoryOpticalVerifierProvider and InMemoryRtlsProvider. Their scan cycle defaults to one second (CycleInterval), so an unbounded ScanStart raises at most one scan event per second; pass a cycleInterval to the constructor for another pace. InMemoryRtlsProvider stores each object's location in the type it was registered with. A locationConverter translates it into the other supported types, for example from the local coordinate system the system was configured with (OPC 30010 9.3.4) into WGS84:

// A site whose local origin is at 48 N 11 E, X pointing east and Y north, in metres.
var rtls = new InMemoryRtlsProvider(locationConverter: (location, type) =>
    type == LocationTypeEnumeration.WGS84 && location.SwitchField == LocationFields.Local
        ? new Location
        {
            SwitchField = LocationFields.WGS84,
            WGS84 = new WGS84Coordinate
            {
                N_S_Hemisphere = "N",
                Latitude = 48.0 + (location.Local.Y / 111_320.0),
                E_W_Hemisphere = "E",
                Longitude = 11.0 + (location.Local.X / 74_600.0)
            }
        }
        : null);

Without a converter, or when it returns null, GetLocation for another type answers Bad_InvalidState.

Behavior of the methods

Method Result codes and semantics
Scan (6.1.3.4) Bad_InvalidArgument for an infinite scan (duration 0, cycles 0, no DataAvailable), a negative or non-finite value, an undefined location type or a duration above the limit; Bad_InvalidState while another scan is active. The first result becomes LastScanData/LastScanTimestamp with one source timestamp
ScanStart (6.1.3.5) Infinite settings allowed; Bad_InvalidState while a scan is active. The scan stops through ScanStop, when the provider completes it, when the starting session closes, or at shutdown
ScanStop (6.1.3.6) Bad_InvalidState when no scan is active; any session may stop a scan
ReadTag, WriteTag, WriteTagID, KillTag, LockTag, SetTagPassword A malformed identifier, empty code type, over-long read or undefined enumeration is Bad_InvalidArgument. Everything the tag decides (PASSWORD_ERROR_4, OUT_OF_RANGE_ERROR_7, ...) is returned in Status with a good call result
GetDeviceLocation (6.1.3.7) Available when a location is configured. Same mapping as GetLocation: an undefined location type is Bad_InvalidArgument, a location that is not available in the requested type Bad_InvalidState. 6.1.3.7 lists only the Call Service codes of OPC 10000-4 5.12.2, where Bad_NotSupported would mean the method is not supported for the object; 5.12.2.4 allows reusing a code with the same canonical meaning
GetLocation, GetSupportedLocationTypes (6.6.3) The result carries the location in the requested type. An unsupported location type is Bad_InvalidArgument, an unknown object Bad_NotFound, and a supported type the object's location is not available in Bad_InvalidState (6.6.3.2: not available, for example due to the configuration)

A method the provider does not support is not instantiated; calling it fails with the stack's status for an unpublished method.

Events

Scan results are raised as the scan event of the reader kind (RfidScanEventType, OcrScanEventType, OpticalScanEventType, OpticalVerifierScanEventType, RtlsLocationEventType) with DeviceName and the typed ScanResult array. AutoIdPresenceEventType and AutoIdLogEntryEventType come from the sink. Commands that reached an identifier (a scan with results, and each tag command except those answering NO_IDENTIFIER_8, MULTIPLE_IDENTIFIERS_9, NOT_SUPPORTED_BY_DEVICE_15, DEVICE_NOT_READY_17, INVALID_CONFIGURATION_18 or DEVICE_FAULT_20) raise RfidAccessEventType on RFID readers and AutoIdAccessEventType otherwise, with Client, Command and the access results. Client names the client application that originated the command (OPC 30010 6.1.3.3 and 7.10): the application name of the client description the session was created with, else its application URI, else OPC UA client. The results of an asynchronous scan name the client that called ScanStart; scans the device reports on its own name AutoID device.

Generic ReadTag and WriteTag access events do not automatically broadcast tag memory. The injected RFID provider may also implement IAutoIdRfidAccessEventPolicy to approve an entire (codeType, region, offset, length) byte range as non-secret telemetry. Missing, rejected or failing classifications omit both RWData and CodeTypeRWData, including their encoding-mask bits; identifiers and command metadata remain available. Unsuccessful operations and empty results omit data. EPC Gen2 reserved-bank ranges overlapping password bytes 0 through 7 are always omitted, even if a policy approves them. The in-memory EPC provider approves ordinary banks 1 through 3 and never approves the reserved bank.

This projection does not redact an authorized caller's direct ReadTag result, change provider arguments, or disable access events. Password-management commands never include passwords in their access events. Applications whose existing RFID providers need ordinary memory in events must opt in through this provider policy; only approve known layouts and never credential-bearing or unclassified memory.

Conformance

The runtime contributes the OPC 30010 conformance units and server facets (Tables 82 to 85) of the readers it hosts; a facet is advertised only when a reader implements all its mandatory units.

Unit Implemented when
AutoID DeviceType A reader exists
AutoID Simple Sync Access A reader exists (LastScanData is updated by every scan)
AutoID Sync Access A reader has a Scan method
AutoID Async Access A reader exists (scan events)
AutoID Async Access Control A reader has ScanStart and ScanStop

The Simple Sync, Base Sync and Base Async facets are advertised accordingly. AutoID Simple Sync Access Control (the ScanActive variable and the ScanSettings function group) and AutoID Device Parameters (the RuntimeParameters group) are not implemented, so the Full AutoID Server Facet is never advertised. DeviceInfo, DeviceLocation, DeviceLocationName and AntennaNames are published when configured.

Client

Opc.Ua.AutoID.Client wraps the generated ObjectType proxies:

using Opc.Ua.AutoID.Client;

AutoIdClient autoId = session.AutoId(telemetry);   // or AddAutoIdClient() in DI
await foreach (AutoIdReaderEntry reader in autoId.EnumerateReadersAsync())
{
    AutoIdDeviceSnapshot device = await autoId.ReadDeviceAsync(reader);
    AutoIdScanResponse scan = await autoId.ScanAsync(
        reader, new ScanSettings { Duration = 1000, DataAvailable = true });
}

await foreach (AutoIdScanEventTypeRecord e in
    autoId.ObserveScanEventsAsync(session.DefaultStreaming, reader, ct))
{
    // e.ScanResult holds RfidScanResult, OcrScanResult, ... instances
}

Discovery finds the devices whose type derives from one of the five concrete reader types. A browse the server rejects throws ServiceResultException rather than yielding an empty list, a rejected method call throws with the server's status, and every asynchronous member honours cancellation. The status a device reports for a tag command is returned as data. AutoIdReadOptions narrows the Read of ReadDeviceAsync: Default reads everything the device publishes, StatusOnly reads DeviceStatus and DeviceName. Every ReadDeviceAsync call costs one Browse of the children of the device (and BrowseNext only when the server pages the result) and one Read, whatever the options. The snapshot carries the NodeIds of DeviceStatus, LastScanData, LastScanTimestamp and DeviceLocation and the browse names of the methods the device publishes, taken from that browse. RefreshDeviceAsync takes such a snapshot and reads DeviceStatus, LastScanData, LastScanTimestamp and DeviceLocation again through these NodeIds: one Read of up to four variables and no Browse. The client keeps no state, so a poller reads once and then refreshes the snapshot:

Call Network cost
ReadDeviceAsync(reader) One Browse, one Read of every published variable
ReadDeviceAsync(reader, AutoIdReadOptions.StatusOnly) One Browse, one Read of two variables
RefreshDeviceAsync(snapshot) One Read of up to four variables, no Browse
AutoIdDeviceSnapshot device = await autoId.ReadDeviceAsync(reader, AutoIdReadOptions.StatusOnly);
if (device.HasMethod(BrowseNames.ScanStart))
{
    // monitor device.DeviceStatusId and device.LastScanDataId, then start the scan
}
device = await autoId.RefreshDeviceAsync(device); // poll without browsing

RefreshDeviceAsync copies every other member of the snapshot, including Methods, and does not check the snapshot against the server. When the snapshot no longer matches the device (the device or one of its variables was deleted, or the server assigned other NodeIds after a restart), the status of the Read surfaces: a bad status for DeviceStatus, for example BadNodeIdUnknown, is thrown as ServiceResultException, and a bad status for LastScanData is returned in LastScanStatus with a null value. The caller then reads the device again with ReadDeviceAsync, which also picks up optional variables and methods published after the snapshot was taken.

Observe*Async methods (scan, access, presence and log entry events) take a streaming subscription the caller owns; the monitored item lives as long as the enumeration.

MCP tools

AddOpcUaMcpAutoId() and WithOpcUaAutoIdTools(McpToolProfile.AutoId) (profile autoid) add autoid_list_readers, autoid_read_device, autoid_scan, autoid_scan_start, autoid_scan_stop, autoid_observe_scan_events, autoid_read_tag, autoid_get_supported_location_types and autoid_get_location. No tool writes, locks or kills a tag or carries a password. See the MCP server guide.

Sample

samples/AutoID contains AutoIdServer, a dock door with a simulated RFID portal whose pallets enter and leave the antenna field, and AutoIdClient, which discovers the reader, scans, reads and writes tag memory and prints the scan and presence events. Test-AutoIdSamplePair.ps1 runs both and checks the output.

Specification notes

  • OPC 30010 6.1.3.16 prescribes the AutoIdModelVersion string "1.00" although the released model is 1.01; the server publishes "1.00".
  • The NodeSet orders the GetLocation arguments identifier, location type, code type; the specification text orders them identifier, code type, location type. The generated proxy and the server follow the NodeSet.
  • The NodeSet declares the Scan method of OpticalVerifierDeviceType with WGS84Coordinate results where OPC 30010 6.4.3.1 names OpticalVerifierScanResult. The method cannot be served consistently, so a verifier does not publish Scan; it reports through ScanStart and scan events, and AutoIdClient.ScanAsync refuses a verifier.
  • The GetUnits method of RtlsDeviceType declares no output argument; it is not published.

Provenance

src/Opc.Ua.AutoID/Model holds the unmodified NodeSet and identifier table from UA-Nodeset revision 9f6c7660b94af24d32c4248d4b13bf60adab0301; provenance.json records the source URLs and SHA-256 hashes. The published identifier table predates model 1.01 and lacks 67 NodeSet declarations, so Opc.Ua.AutoID.Derived.NodeIds.csv is generated from it with tools/nodesets/derive-identifier-table.py and used as the source generator's drift guard. NodeIds always come from the NodeSet.

The AutoID tests pin the file hashes, compare the generated identifiers with the NodeSet and the identifier table, load the model with DI, and round-trip the DataTypes through the binary, JSON and XML encodings.

Fixture Covers
AutoIdHostingTests AddAutoId registration, DI ownership, options, node manager and client factories
AutoIdCompositionTests Stock Machinery owner, ordered providers, DI loaded once, instance ownership, rollback, cancellation, runtime disposal, a second DI owner rejected
AutoIdMachineryCompositionEndToEndTests Machinery, Pumps and AutoID in one hosted server, read back by the AutoID, Machinery and Pumps clients over a real session, with the published profiles and conformance units
AutoIdPlacementEndToEndTests Reader placement over a real session: every reader reachable from DeviceSet, only roots organized by it, a reader as a component of a machine with its Identification, no reader in Machines
AutoIdReaderEndToEndTests The stand-alone server driven by AutoIdClient over a real session