Files
UA-.NETStandard/docs
romanett 70c8ce4649 Allow passing an existing config XML to the client DI AddClient (#4328)
# Description

> **Stacked PR**: based on `romanett/server-di-config-xml-e30c4f`
(#4325) so the diff shows only the client changes. Once #4325 merges
this will be rebased onto `master`.

Gives the **client** DI surface the same migration path for existing
configuration XML files that #4325 gave the server: applications that
already own a classic `MyClient.Config.xml` can pass it to `AddClient`
and keep **all** of their settings.

New API surface:

- `AddClient(string configurationFile, Action<OpcUaClientOptions>?
configure = null)` loads the `ApplicationConfiguration` from the file;
the optional callback configures the remaining client options (session
endpoint, identity, reverse connect, ...).
- `AddClient(Stream configurationStream, ...)` for documents that are
not files on disk, e.g. embedded resources. The stream is read once and
disposed after loading.
- `OpcUaClientOptions.ConfigurationFile` / `ConfigurationStream` back
the overloads, so the options-callback route works too and the file path
can be bound from configuration (`OpcUa:Client:ConfigurationFile`).
- `OpcUaClientOptions.ConfigureLoadedConfiguration` runs after the
document is loaded and validated but before the application-instance
certificate check, for code-side overrides of individual file settings.

Mechanism and behavior:

- A new internal `ClientSuppliedConfigurationProvider` implements
`IOpcUaApplicationConfigurationProvider` and plugs into the client's
existing configuration-provider seam. The document loads **lazily on
first use** — the first session connect, reverse-connect startup, or an
explicit `GetAsync` — through
`ApplicationInstance.LoadApplicationConfigurationAsync`, so every
setting (security configuration, certificate stores, transport quotas,
client configuration) applies exactly as on the classic path, including
localhost fix-up.
- The load **ensures the application-instance certificate** (mirroring
the shared `ConfigureApplication(...)` provider), which the pre-existing
manual workaround — pre-loading and assigning
`OpcUaClientOptions.Configuration` — never received. DI-registered
`ICertificateManager` / `ICertificatePasswordProvider` are honored.
Single-flight loading; `IAsyncDisposable` like the shared provider.
- The supplied document is authoritative and takes precedence over a
shared application registered with `ConfigureApplication(...)`.
Ambiguous combinations are rejected eagerly at `AddClient` with clear
`InvalidOperationException`s: file + stream, document + explicit
`Configuration`, document + application identity properties, and a
white-space path arriving through configuration binding. The start-time
`IValidateOptions` validator accepts a supplied document as a
configuration source.
- `ConnectManagedSessionAsync` publishes the lazily loaded configuration
onto the resolved options after `GetAsync`, so the channel manager and
session builder see it exactly as on the other configuration paths;
reverse connect consumes the provider through its existing async-startup
path unchanged.

Coverage: new `ClientConfigurationFileTests` fixture (8 tests) — loading
from file and stream with assertions on the document settings, the
override callback, the certificate bootstrap, provider caching and lazy
semantics, precedence over `ConfigureApplication`, load failure for a
missing file, argument validation, ambiguous-combination rejection,
configuration-section binding, and validator acceptance. All 323
existing ClientBuilder tests and all 180 server hosting tests (including
the combined client+server fixtures) pass; `Opc.Ua.Client` builds
warning-free on net472, net8.0, and net10.0 (AOT analyzers).

Docs: new "Client: using an existing configuration XML file" section in
`docs/DependencyInjection.md` with cross-links from the server section,
an updated pointer in the 2.0 migration guide, and a NuGet README
mention.

## Related Issues

- Fixes #4327
- Stacked on #4325 (server-side counterpart)

## Checklist

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

- [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.
- [ ] 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.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
2026-08-29 13:33:40 +00:00
..

OPC UA .NET Standard stack documentation

Here is a list of available documentation for different topics:

New contributor? Start with the Developer Guide — prerequisites, building, testing, coding standards, and how-to recipes (including how to add logging).

  • OPC UA Profiles and Facets - Overview of supported OPC UA profiles, facets, security policies, and transport protocols.
  • Transport Profiles - Developer guide for the wire transports: opc.tcp / HTTPS (binary + JSON + REST) / WSS (binary + JSON), including server hosting and client connect examples.
  • REST Binding (OpenAPI Mapping) - OPC UA Part 6 §G.3 OpenAPI mapping: ASP.NET Core MVC controllers for every spec service, Compact / Verbose encoding negotiation, four pluggable auth modes (Anonymous / Bearer JWT / HTTP Basic / Mutual TLS), and the symmetric IWebApiClient.
  • What's New in 2.0 - Developer-facing tour of the 1.5.378 → 2.0 changes, grouped by theme and layer, with links to deeper feature docs.
  • Migration Guide - How to migrate from a previous version.
  • Sessions, Reconnection, and Subscription Engines - Architectural overview of Session, ManagedSession, SessionReconnectHandler, and the classic / V2 subscription engines, including guidance on which to use.
  • About .NET platform support, NuGet packages and versioning.
  • About continuous integration — which pipeline runs what, how to start a validation build on a pull request with /azp run, and the coverage gates a change has to satisfy.
  • How X.509 Certificates are used in the certificate stores.
  • CertificateManager - Centralized certificate lifecycle management, server-side push certificate rotation, and the OPC UA Part 12 PushManagement transaction model (ApplyChanges/CancelChanges, staged TrustList/Certificate updates, DeleteCertificate, pending-key persistence).
  • Crypto provider - Replacing the stack's cryptography with another library, a remote service or hardware (TPM, HSM, PKCS#11, cloud key service), keeping private keys inside the device, selecting providers per purpose and security policy, and auditing the use of uncertified cryptography.
  • Using the Reverse Connect for the UA-TCP and WSS transports.
  • Support for the TransferSubscriptions service set.
  • Diagnostics — logging, telemetry, server audit events, server diagnostics nodes, and packet capture.
  • Performance Benchmarks — BenchmarkDotNet methodology, the 2.0 (master) vs 1.5.378 (master378) comparison, root-cause analysis of the encoder/decoder/session regressions and their real-world impact, the subscription-notification (pooled encodeable) micro-benchmarks, server session scalability (the 500-session capability, sizing and bottlenecks), and planned future work.
  • Server Session Scalability — why a single node tops out at ~2000 concurrent sessions, the establishment vs steady-state boundaries (socket backlog, the BadTcpInternalError retry-storm amplifier, the O(N²) diagnostics rescan, CreateSession crypto-under-lock, the RSA CPU wall, and the held-Publish worker-accounting coupling) with code references, and a prioritized admission-control / rate-limiting roadmap for moving beyond it.
  • Rate Limiting and Admission Control — the server's deterministic, configurable connection- and session-establishment limiters (on by default, System.Threading.RateLimiting-based, DI-pluggable), the BadServerTooBusy signalling, the diagnostics-independent server retry-after carriers (ResponseHeader.additionalHeader, HTTP Retry-After, UA-TCP ERR, and load-based Server.ServiceLevel), and the client's server-signal-aware adaptive reconnect backoff (IReconnectPolicy.TryGetNextDelay).
  • Support for WellKnownRoles & RoleBasedUserManagement.
  • Pluggable Identity Providers — interfaces (IClientIdentityProvider, IUserTokenAuthenticator, IAccessTokenProvider, ITokenIssuer, IIdentityClaims) plus the OPC 10000-6 §6.5.2.2 IssuerEndpointUrl JSON parser for OAuth2 / OIDC / Entra / JWT flows.
  • Support for ECC Certificates.
  • Working with ComplexTypes - Custom structures and enumerations.
  • Client-based NodeSet Export - Export server address space to NodeSet2 XML.
  • Source generated [DataTypes] - How to annotate POCO classes and let the source generator generate the IEncodeable implementation.
  • Runtime Schema Generation - Produce XSD, OPC Binary (BSD) and JSON Schema (Part 6 Annex C, compact + verbose) for generated encodeable types and dynamically added complex types via the injectable ISchemaProvider; schemas are built as object models in code (trimmable, NativeAOT compatible).
  • NodeManagers - Overview of the server node-manager architecture, built-in managers (master, core, diagnostics/configuration), CoreNodeManager vs CustomNodeManager2 guidance, registration and runtime lifecycle rules, namespace metadata and historical-access reconciliation, and source-generated AsyncCustomNodeManager authoring with the fluent INodeManagerBuilder API. Includes NativeAOT single-file server guidance and samples such as MinimalBoilerServer and PumpDeviceIntegrationServer.
  • Runtime NodeSets - Load one or more NodeSet2 XML documents into the server address space at startup without source generation. Covers file and stream sources, dependency ordering, parent-child browse-path resolution, fluent Configure callbacks, default namespace inference, and the default complex-type loading path. Use when the XML content changes independently of the server binary or for rapid prototyping.
  • WoT / NodeSet conversion - WotNodeSetConverter readable mapping, preservation projections, and the WoT-to-NodeSet default/failure table.
  • WoT Connectivity - OPC 10100-1 asset connectivity, the WoT Connectivity 1.1 registry/client, dependency-closure materialization, and runtime NodeSet projection.
  • WoT protocol bindings - The bindings that ship today (planner/executor architecture, bundled and separate packages, operation coverage, target mapping, lazy channels, generation lifetime) and the contributor guide for adding your own, with a complete memory binding, registration, diagnostics, tests, packaging, TFM, trimming, and NativeAOT guidance.
  • Asset Administration Shell - OPC 30270 / AAS V2 ingestion-only metamodel support and the AAS V3 draft (I4AAS) model, JSON/XML/AASX serialization, metamodel server/client, xRegistry-based AAS registry, updateable materialization, package integrity, federation, DPP/WoT bridge, and conformance matrices.
  • WoT aggregation sample - Two flat OPC UA sources aggregated into a runtime-loaded DI/Machinery/Pumps Pump model, including commands, Refresh, monitoring, replacement, troubleshooting, and NativeAOT publishing.
  • Device Integration (DI) developer guide - End-to-end documentation for the Opc.Ua.Di* library trio: fluent IDeviceBuilder, device sub-type extensions (AddSoftware, AddBlock, AddConfigurableObject, AddLifetimeIndication, WithSupportInfo), hosting integration (AddOpcUaDi / ConfigureDevicesFor), lock service, software-update package store, and client helpers (DiLockClient, DiTopologyClient, SoftwareUpdateClient). Includes a section enumerating supported OPC 10000-100 features against the spec.
  • OpenUSD — bridge an OPC UA address space to an OpenUSD stage, in two parts. Part 1 — bindings: the generic domain-agnostic OpenUsdConnector (discovers Server/OpenUSD/Representations, subscribes, composes, verifies stage/asset digests, replays history), the Variant-based IUsdSink with UsdFileSink / MockUsdSink, the fluent/DI AddOpenUsdConnector extensions + OpenUsdConnectorFactory / OpenUsdConnectorOptions, server-side UsdAssetDelivery, and the optional --view viewport. Part 2 — scene materialization: materializes a composed USD stage inside the address space so the prim tree is the node hierarchy — the Opc.Ua.OpenUsdScene companion model plus scene document model, .usda reader/writer and the §6.2 UsdValueTypeMap (USD roles as DataTypes subtyping their built-in), and Opc.Ua.OpenUsdScene.Server with MaterializeUsdStage / ExportUsdStage, unknown-type fallbacks, Mode-A live attributes, portable Cesium georeference dual-authoring, discovery and Part 1 binding-target resolution. (Both companion models are currently drafts.)
  • Robotics developer guide — the Opc.Ua.Robotics / Opc.Ua.Robotics.Server / Opc.Ua.Robotics.Client trio for OPC 40010 Robotics 1.02 over OPC 40001-1 IA and OPC 10000-100 DI: source-generated models, AddRobotics / AddRoboticsModel / ConfigureRobotics(For) hosting, IRoboticsModelProvider / IRoboticsConfigurator / IRoboticsBuildContext, validated fluent topology builders (AddMotionDeviceSystemAsync down to axes, power trains, motors, gears, drives, safety states, and task controls), semantic references, ArrayOf<T> snapshot contracts, and RoboticsClient discovery. It also covers Robot Intent, the draft task-level motion verbs OPC 40010 leaves undefined, including the MCP surface for LLM agents.
  • Relative Spatial Location and Global Positioning — source-generated OPC 10000-210 RSL and OPC 10000-211 GPOS models, standalone/composed server hosting, provider contracts, high-level clients, frame-chain resolution, WGS84/ENU conversion, and ground-control-point fitting.
  • Generators (generating sets) — the draft Generators companion specification realised end to end by GeneratorServer: a datasheet-driven simulation in which load fraction is the only independent variable, DI + Machinery integration, and one independent OpenUSD twin per configured set. Includes SiteCompositionServer, a supervisory server that owns no devices and composes the pump and generator servers into a single scene through cross-server components.
  • ISA-95 developer guide - End-to-end documentation for the Opc.Ua.ISA95* library trio: the OPC-10030 Common Model and OPC-10031-4 Job Control V1/V2, the two transparently-documented normative NodeSet repairs, AddIsa95Server/AddIsa95Client hosting, the typed common-model builder, the shared Job Control state engine and its Uncertain/Annex-B ReturnStatus result model, the provider-backed GeoSpatialLocationType seam and planned Part 210/211 RSL/GPOS integration, and a conformance matrix distinguishing static NodeSet structure from runtime-tested behavior.
  • Alias Names - Full server + client support for the OPC UA Part 17 alias-name model (AliasNameType, AliasNameCategoryType, FindAlias, FindAliasVerbose, AddAliasesToCategory, DeleteAliasesFromCategory, LastChange).
  • Alarms and Conditions - Full server + client support for OPC UA Part 9. Server-side state types for latched/silenced/out-of-service alarms, alarm groups and suppression engine, alarm rate metrics. Client-side AlarmClient, typed alarm event records, fluent AlarmEventFilterBuilder, IAsyncEnumerable alarm streaming via AlarmStreamExtensions.
  • Historical Access (Part 11) - Server provider model (IHistorianProvider family) and InMemoryHistorianProvider, plus the client HistoryClient (session.Historian()) for raw/modified/at-time/processed reads, annotations, and updates.
  • Aggregates (Part 13) - All 37 standard Part 13 v1.05.07 aggregate functions over historical data: server AggregateManager / calculators, native push-down vs framework fallback, AnnotationCount via the annotation provider, AggregateConfiguration defaults, and the client ReadProcessedAsync helper.
  • Subscriptions and Monitored Items Service Set - V2 subscription engine API. Covers ISubscriptionManager for long-lived callback-based subscriptions, the declarative+imperative SetTriggering API with N:M support and automatic replay on recreate/reconnect, and IStreamingSubscription (IAsyncEnumerable-based) for state-machine waits and short-lived monitoring (ManagedSession.DefaultStreaming, TakeUntilAsync / WithTimeoutAsync helpers).
  • Unbounded Monitored Items - V2 logical-subscription wrapper that transparently splits monitored items across multiple server-side partitions when the per-subscription cap is exceeded (IPartitionedSubscription, MonitoredItemOptions.Affinity, reactive Bad_TooManyMonitoredItems fallback, secondary-partition idle-delete).
  • State Machines - Generic, extensible Part 16 state-machine API. Client side: streaming + read helpers on the source-generated *TypeClient proxies (GetCurrentFiniteStateAsync, ObserveFiniteTransitionsAsync, WaitForStateAsync). Server side: unified fluent StateMachineBuilder with two complementary modes — definition (Create(...) + AddState / AddTransition / OnCause for ad-hoc machines via FluentFiniteStateMachineState) and lifecycle (For(...) / INodeBuilder.AsStateMachine() + OnEnterState / WithCause / WithTimedTransition to attach behavior to stack-shipped or generator-emitted FSMs). Vendor state machines inherit both ends of the API automatically.
  • Model Change Tracking - Client-side address-space change tracking with per-node INodeCache invalidation; server-side ModelChangeAggregator and auto-emitted GeneralModelChangeEvent from CustomNodeManager.CreateNode/DeleteNode.
  • NodeManagement Service Set - Server-side AddNodes / DeleteNodes / AddReferences / DeleteReferences, including the INodeManagementAsyncNodeManager opt-in pattern and per-NodeManager AllowNodeManagement gate.
  • High Availability and OPC UA Redundancy - OPC 10000-4 §6.6 mapping for server, client, and network redundancy; RedundancySupport, ServiceLevel, manual failover, transparent/non-transparent ManagedSession modes, HotAndMirrored/Transparent state mirroring, distributed address-space/session/subscription stores with CRDT (eventual) or Raft (strong) consistency, shared certificate/trust-list stores, snapshot+delta hydration, and the optional GetEndpoints load-direction seam.
    • Kubernetes High Availability Deployment - Consolidated Kubernetes guide for the Opc.Ua.Redundancy.Kubernetes package: Lease leader election, EndpointSlice peer discovery, ServiceLevel-driven readiness, StatefulSet/Deployment and Service manifests, RBAC, probes, time sync, secrets, and GDS/NTRS registration.
    • Redundant Sample Integration Tests - Process-level integration tests that launch the RedundantServer / RedundantClient / RedundantPubSub sample apps and assert on their failover, reconnect, and data-loss-visibility behavior; short-haul variants run on every PR, long-haul soak variants run via dedicated manual/scheduled GitHub Actions and Azure DevOps jobs (SAMPLE_HA_DURATION_MINUTES).
  • Dependency Injection - The unified services.AddOpcUa() / IOpcUaBuilder surface for hosting OPC UA components in Microsoft.Extensions.DependencyInjection / the .NET Generic Host (servers as IHostedService, options via Action<T> or IConfiguration, AOT-friendly).
  • AuthorizationService - Modern Part 12 StartRequestToken / FinishRequestToken, ITokenIssuer, and GDS token issuance.
  • Fuzz testing - SharpFuzz + afl-fuzz + libFuzzer integration. Three areas: Encoders (Binary/JSON/XML decoders, built-in type readers, parser entry points), Certificates (X509CRL, X509 extension parsers, PEMReader, Pkcs10CertificationRequest, ASN.1 helpers), and Network (UA-SC framing via Opc.Ua.Core.Diagnostics + internal TcpMessageParsers seam on Opc.Ua.Core). The fuzz-tester custom agent drives the whole toolchain autonomously: it detects OS-available engines, runs them in parallel, fixes novel findings per repo guidelines, adds the failing input as a regression asset, and pushes one commit per fix until the user says stop.
  • KeyCredentialService - Pull, Push, and experimental bridge guidance for Part 12 KeyCredential flows.
  • xRegistry (abstract registry base model) - Generic, registry-agnostic content-addressed resource registry: IResourceContentIdProvider identity, the Opaque-NodeId fast path (resolve a resource in one Read), the CreateResource/Write/Close registration lifecycle with auto-bootstrap, federated resource proxies, and the resource-exhaustion bounds. Shipped as Opc.Ua.XRegistry, Opc.Ua.XRegistry.Client, and Opc.Ua.XRegistry.Server.
  • PubSub (Part 14) - Publisher/subscriber support library: architecture, fluent builder, transports (UDP / MQTT 3.1.1 + 5.0 / Kafka / Ethernet Layer 2), encodings (UADP / JSON), security, and server-side address space.
    • PubSub High Availability - Distributed Part 14 §9.1.6 active/standby publishers and subscribers with Cold/Warm/Hot modes, leader election or fenced leases, shared runtime checkpoints, protected SKS key storage, consistency guidance, and Kubernetes deployment notes.
    • Migration sub-doc - 1.5.378 → 2.0 breaking API, transport, JSON, and field-encoding changes, plus the compatibility matrix.
    • Ethernet transport - Layer 2 PubSub (opc.eth://, EtherType 0xB62C, 802.1Q VLAN) with native AF_PACKET / BPF, SharpPcap, and in-memory backends.
    • Kafka transport - Apache Kafka broker transport (kafka://, kafkas://) for UADP and JSON PubSub profiles with SASL/TLS and NativeAOT support on net10.0.
    • PubSub Transcoding - In-process subscriber-to-publisher transcoding with UADP/JSON cross-encoding, field/value/metadata transforms, identifier remap, receive hooks, egress, and managed UADP re-securing.
    • External server adapter - Bind PubSub publishers, subscribers, and Action responders to an external OPC UA server through ManagedSession.
    • Dependency Injection extensions - AddPubSub, AddPubSubPublisher, AddPubSubSubscriber, AddPubSubSecurityKeyServiceClient/Server, AddPubSubAddressSpace.
    • Profiles - Datagram-v2, SKS pull / push, AES-128/256-CTR security facets.
    • PubSub Diagnostics - packet capture, dissection and replay of UDP / MQTT PubSub traffic, including decryption of encrypted UADP messages.
  • Reference Client documentation for configuration of the console reference client using parameters.
  • Reference Server documentation for running against CTT.
  • ConsoleReferencePubSubClient documentation for the PubSub reference sample (publisher / subscriber / external-server adapter modes).
  • Provisioning Mode for secure certificate provisioning and initial server configuration.
  • Using the Container support of the Reference Server in Visual Studio 2026 and for local testing.

Starting with version 1.5.375.XX the Windows Forms reference client & reference server were moved to the OPC UA .NET Standard Samples repository.

Global Discovery Server (GDS)

  • GDS Developer Guide — Application registration, certificate management (pull & push models), roles and authorization, provider implementation, end-to-end examples, and a per-requirement OPC UA Part 12 conformance matrix that links every implemented ServerConfiguration/PushManagement, TrustList, certificate-alarm, KeyCredentialService and AuthorizationService requirement to its source and automated tests (with applicable profiles/conformance units and honest complete/partial/optional/unsupported marks).
  • KeyCredentialService — Credential issuance for non-OPC UA services (MQTT, REST), IKeyCredentialRequestStore provider guide, ISecretStore integration.
  • AuthorizationService — OAuth2-style access token issuance, IAccessTokenProvider implementation guide.
  • Role-Based Security — Part 18 roles and claim-based identity-mapping rules.
  • Identity Providers — server and client identity-provider architecture.
  • Dependency Injection — dependency injection hosting and identity registration extensions.