5899354441 Clarify documentation, migration guidance, and SDK selection (#4823)
# Description

Remove stock phrasing and correct misleading or inconsistent technical
documentation. The initial two passes covered 367 Markdown files,
followed by an interactive review of 169 editorial flags. The U5
interpretation originally deferred in that review has since received the
upstream Mantis answer recorded by #4843; remaining server/spec
follow-ups stay explicit in the CTT log.

- Correct package responsibilities, migration steps, API names,
ownership, protocol descriptions and links. Keep bundled migration
guides synchronized. Preserve historical conclusions as historical
records with separate re-check notes.
- Provide at least two rendered TOC levels throughout `docs/`. Convert
appropriate architecture figures to Mermaid without changing code
examples, transcripts or historical quotations.
- Address the October 19 feedback with concrete setup/migration
instructions, corrected certificate paths and PubSub names, shorter
repeated caveats, consistent XML comments, and a full review of the
Concepts guide. Retain #4839's API corrections.
- Integrate #4841's runtime/performance guidance and review
incoming/recent prose. Preserve dated measurements rather than claiming
new benchmark runs; clarify allocation ratios, startup-only processor
settings, JIT warm-up and the benchmark commit's scope. Missing raw
measurement artifacts and repeat ranges remain tracked by #4842.
- Merge master through `e8c5d800a` in `32c6394b7`. Resolve the CTT log
conflict using the updated Mantis states and OPC answers, retaining
historical framing and re-checks for C28/C32/C43.
- Address the latest naming/index feedback in `adb5bf693`: rename the
guides to `docs/WotCon.md` and `docs/WotNodeSetConversion.md`; move the
provider and DataType-declaration contracts into the conversion guide
and remove `docs/WoT.md`. Rename `samples/DI` to `samples/Di` and
`samples/Isa95` to `samples/ISA95`. Add content-index READMEs to Di,
FluentApi, ISA95, Lds and PubSub; update solution entries, project
references, Docker/CI paths, test fixture paths and documentation links
with exact casing.

**WoT guide scope.** This branch retains the detailed conversion guide
that #4758 had replaced with an anchor stub. Conversion limits, verified
document sets, preservation rules and provider ownership now live
together in `WotNodeSetConversion.md`; binding/runtime guidance remains
in `WotBindings.md` and `WotCon.md`. The design-rationale/test-ledger
prose was shortened, the oversized argument-table cell moved into its
section, and existing anchors preserved.

**SDK policy is a separate, explicit user-directed change.**
`global.json` sets a stable minimum of `10.0.400`, `rollForward:
latestMajor`, and `allowPrerelease: false`. Newer major SDKs are
permitted; CI's explicit SDK pins are unchanged. README, GettingStarted,
DeveloperGuide and Recycling instructions reflect the possible analyzer
differences. The image-contract regression fix accepts compatible stable
SDK images instead of requiring exact equality with the floor.

The latest four rename/index threads are resolved after publication.
Three older threads remain open: universal obsolete-removal timing,
unconditional nonce-strength wording, and a blanket Vision NativeAOT
claim. Existing implementation/evidence constraints are explained in
their inline replies. The two-level TOCs remain as requested.

## Validation

- `git diff --check` and staged diff checks: passed. The untouched
upstream AutoID NodeSet retains its provenance bytes, including two
existing license-header trailing spaces.
- `.\.azurepipelines\validate-migration-plugin.ps1`: passed; 15 bundled
migration documents and manifests synchronized.
- Documentation/path validation: **101** documents retain two rendered
TOC levels (**2,228** entries), with idempotent formatting. **52** new
relative links and their anchors passed exact-case checks. No tracked
references to the old guide/sample paths remain. Both relocated
provider-contract sections are preserved in the destination.
- `dotnet sln UA.slnx list`: passed; shows the renamed Di/ISA95 projects
and the existing FluentApi/Lds/PubSub projects. Updated solution and
pump ProjectReference paths also passed exact-case existence checks.
- Latest focused commands, run from the repository root:

```powershell
# Passed: 61 channel send-order and reconnect tests.
dotnet test tests\Opc.Ua.Core.Tests\Opc.Ua.Core.Tests.csproj -p:CustomTestTarget=net10.0 --filter 'FullyQualifiedName~UaSCBinaryChannelSendOrderTests|FullyQualifiedName~TcpReconnectKeyAgreementTests' --verbosity minimal

# Passed: 5 pump datasheet tests; builds the renamed pump sample.
dotnet test tests\Opc.Ua.Di.Tests\Opc.Ua.Di.Tests.csproj -p:CustomTestTarget=net10.0 --filter 'FullyQualifiedName~PumpDatasheetConformanceTests' --verbosity minimal

# Passed: 4 repository NodeSet path/round-trip tests, including the moved pump models.
dotnet test tests\Opc.Ua.Types.Tests\Opc.Ua.Types.Tests.csproj -p:CustomTestTarget=net10.0 --filter 'FullyQualifiedName~RepositorySourceSurvivesSerializedLinkedPartitionsAsync' --verbosity minimal

# Passed: build, zero warnings/errors.
dotnet build samples\ISA95\MinimalIsa95Server\MinimalIsa95Server.csproj -p:CustomTestTarget=net10.0 -f net10.0 --verbosity minimal

# Passed: dependent sample-test project build, zero warnings/errors.
dotnet build tests\Opc.Ua.WotCon.Samples.Tests\Opc.Ua.WotCon.Samples.Tests.csproj -p:CustomTestTarget=net10.0 -f net10.0 --verbosity minimal
```

Earlier focused integration checks passed 2,620 tests across AutoID,
event queues/scheduling, source generation, MCP/package profiles and
WoT. Both reviewed Mermaid diagrams rendered locally without network
access. These checks are not a full solution run.

The full solution has **not** been rerun for this review. Earlier
`dotnet test UA.slnx -p:CustomTestTarget=net10.0 --verbosity quiet` did
not pass: three AOT projects rejected VSTest and 20 Vision tests failed
during graphics initialization with `OutOfMemoryException`. Remaining
long-running tests were stopped at the user's request. A focused Vision
rerun passed 558 tests and reproduced those 20 failures. The earlier
`dotnet test UA.slnx -p:CustomTestTarget=net48 --verbosity quiet` was
blocked by the former SDK pin and was not retried after the policy
change. The user approved proceeding with those limitations documented;
current remote CI is not claimed green.

## Related Issues

- Follow-up #4842 tracks the requested 2.0.2+ benchmark/tuning and
diagnostic-tool documentation refresh. #4841 supplies documentation and
earlier results, not all newly requested measurements.
- #4758 explains the conversion guide's earlier consolidation; the
current provider contracts are now consolidated into
`WotNodeSetConversion.md`.
- #4839 supplies the reviewed API corrections; #4843 supplies the
updated CTT issue record.
- The original prose cleanup and SDK policy were user-requested without
a source issue. No new runtime architecture is introduced by these
documentation edits.

## Checklist

_Put an `x` in the boxes that apply. You can complete these step by step
after opening the PR._

- [ ] 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.
- [ ] 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.
- [ ] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

---------

Co-authored-by: Roman Ettlinger <romanett98@gmail.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-21 10:10:55 +02:00
2020-05-15 19:41:55 +02:00

OPC UA .NET Standard Stack

Release NuGet Downloads CI CodeQL Coverage Nightly Stress Tests Connection Stability Foreign Interop HA Long-Haul CTT Regression

🆕 This is version 2.0 of the OPC UA .NET Standard Stack (current master).

Looking for the supported 1.x release? It lives on the master378 branch (last release: 1.5.378). All new feature work happens here on master; master378 continues to receive security and critical-bug fixes for the 1.x line.

The official OPC Foundation reference implementation of OPC UA for .NET — a cross-platform stack with client, server, PubSub, GDS, complex types, and source-generated tooling. Used in production across industrial control, manufacturing, energy, and IoT systems.

📦 What it is

  • A full-stack OPC UA implementation — Core / Client / Server / PubSub / GDS / LDS / Complex Types / Device Integration / Positioning libraries built on .NET, with UA-TCP and HTTPS transports.
  • Cross-platform — runs on .NET 10, .NET 9, .NET 8 (LTS), .NET Framework 4.8; ships Native-AOT-friendly assemblies.
  • Conformance regression testing — the reference server is tested with the Compliance Test Tool (CTT) through the CTT regression workflow. These results identify regressions; they do not constitute product certification.
  • Companion-spec coverage — Part 9 (Alarms & Conditions), Part 10 (Programs), Part 11 (Historical Access), Part 13 (Aggregates), Part 16 (State Machines), Part 17 (Alias Names), Part 18 (Role Management), Part 20 (File Transfer), Part 100 (Device Integration), Part 110 (Asset Management Basics), Parts 210/211 (Relative Spatial Location and Global Positioning), OPC-10030 (ISA-95 Common Model) with OPC-10031-4 Job Control V1/V2, OPC 30270 / OPC UA for Asset Administration Shell V2 and V3, OPC 10100-1 (WoT Connectivity), Part 200 (Industrial Automation), OPC 40001-1/-2/-3/-4/-101 (Machinery with Process Values, Job Management, Energy and Result Transfer), OPC 34100 (Energy Consumption Management), OPC 30081 (PA-DIM), OPC 40010-1 (Robotics), OPC 40100-1/-2 (Machine Vision control and asset management), OPC 40501-1 and OPC 40505 (Machine Tools and independent wireless peripherals), OPC 40210 (Geometric Measurement Systems, with its documented upstream Production-facet exception), OPC 40020-1 (Cranes and Hoists), OPC 40223 (Pumps and Vacuum Pumps), OPC 30010 (AutoID Devices), OPC 40200 (Weighing Technology) with OPC 30050 (PackML).
  • Hosting and code generation — Microsoft.Extensions.DependencyInjection hosting (services.AddOpcUa()), fluent server + client builders, source-generated NodeManagers and DataTypes, and an MCP server so LLMs / Copilot can drive an OPC UA client.

For the full feature breakdown see OPC UA Profiles and Facets and the What's New in 2.0 tour.

🚀 Getting started

To run a first OPC UA client and server, from NuGet packages or from the samples in this repository, follow Getting started. The documentation index then leads from the core concepts to advanced and experimental features.

The recycling operator console demonstrates live browser monitoring, native companion-specification inspection, material genealogy, and authorized controls over the synthetic recycling line.

You need a stable .NET SDK version 10.0.400 or later to build the repo. global.json selects the highest installed stable SDK, including newer major versions. From the repository root:

dotnet restore UA.slnx
dotnet build UA.slnx

For the supported target frameworks and platform notes see the Developer Guide. The official NuGet packages are published to nuget.org under the OPCFoundation.NetStandard prefix — the meta package OPCFoundation.NetStandard.Opc.Ua bundles a default set of stack packages; see its package inventory. Reference PubSub and other optional feature packages separately, or select individual packages directly, e.g. OPCFoundation.NetStandard.Opc.Ua.Client for clients or OPCFoundation.NetStandard.Opc.Ua.Server for servers. Preview builds from every successful master build are available from the GitHub Packages NuGet feed, which is the only feed they are published to. nuget.org receives a version only through a manually approved promotion from a release/<major>.<minor> branch — that is where the 2.0.0-preview.N packages already on nuget.org came from, via the earlier release/2.0.0 line. To use those, enable prerelease packages and float with 2.0.0-preview.* until 2.0.0 is released. The XRegistry, WoT Connectivity, Robotics, CranesHoists, Redundancy, Positioning, OpenUSD, and AI package families, the Vision.OpenUsd renderer, and the Robotics MCP extension remain preview packages when the root version is promoted to a stable version, and keep their own -preview.N versions on nuget.org. This includes all CranesHoists model/server/client/MCP packages and their Debug variants. The Vision, MachineVision, MachineTool (including WMTP), and GMS model/client/server packages and their MCP packages follow the root version without a preview-only override; development builds still inherit the root prerelease version. See docs/ReleaseProcess.md for how and when stable versions are released.

Samples

The platform-independent sample applications show how to use the stack's core services and companion models in client/server workflows. More applications, including platform-specific examples, are available in the companion OPC UA .NET Samples repository.

Developer tools

  • OPC UA MCP Server — installable .NET tool and container exposing OPC UA client operations to LLMs and Copilot. Embeddable libraries provide Part 4 services, PubSub, diagnostics, Robotics and Vision, plus industrial companion profiles for AMB, Machinery, Scales, Pumps, AutoID, Device Integration, ISA-95 and Positioning. The WoT and xRegistry profiles add asset/registry management and bounded document validation, planning and NodeSet conversion. Stack workflow profiles provide GDS/credential issuance, roles/users, files, alarms, history, schemas, and host-authorized PubSub and live WoT execution.

🔧 Migrating from 1.5.378 to 2.0

The 2.0 release introduces breaking API changes, and comes with a full prescriptive migration guide that links to per-area documentation for the migration sub-topics.

Most of the mechanical migration work is automated:

  • OPCFoundation.NetStandard.Opc.Ua.MigrationAnalyzer NuGet — install it in your project to get 26 analyzer rules through UA0030 (excluding UA0013, UA0016, UA0017, and the shim-only UA0029) plus one-click code fixes for the patterns in the guide. Setup steps are in the package's NugetREADME.md.
  • Migration agent skill — the opcua-v20-migration skill walks Copilot / Claude / any coding agent through installing the NuGet, running dotnet format analyzers to apply auto-fixes, and handling the remaining manual changes. It selects the migration sub-document for each symptom.

Copilot CLI discovers the skill automatically inside a clone. To install it for use in any repository:

copilot plugin marketplace add OPCFoundation/UA-.NETStandard
copilot plugin install opcua-v20-migration@opcua-dotnet

If you are still on 1.x and not ready to upgrade, stay on the master378 branch — it continues to receive security and critical-bug fixes.

🤝 Contributing and license

Community contributions are welcome. Fork the repository, make your changes on a branch, and open a pull request; see CONTRIBUTING.md for the contribution workflow.

Contributors must sign the OPC Foundation Contributor License Agreement (CLA). The CLA "I AGREE" gate is presented automatically on your first PR.

The project is licensed under the OPC Foundation MIT License. Report security vulnerabilities via the process documented in SECURITY.md.

📚 Further reading

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