Files
UA-.NETStandard/docs/ModelChangeTracking.md
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Marc Schier c4e0721a29 Add a documentation learning path and fix issues found while verifying it (#4555)
## Summary

### Documentation
- Stage the documentation index as a learning path: a first application,
independent client, server, and PubSub paths, then data and services,
companion models, production, advanced integration, and draft or
experimental capabilities.
- Add Getting started (repository samples or NuGet packages), OPC UA
concepts, Your first information model, and a production readiness
checklist.
- Add Native AOT application publishing, a first PubSub publisher and
subscriber exchange, and the UDP transport options.
- Add or expand contents navigation throughout `docs/`, and keep
contributor documentation separate.
- Correct outdated SDK examples and capability guidance, consolidate
repeated explanations into canonical guides, and repair local links and
heading structure.
- Rewrite What's New in 2.0 as a concise feature overview with short
linked details; keep migration instructions in the Migration Guide.
- Expand the feature catalogue with specification IDs, GDS, LDS, the OPC
10000-21 onboarding registrar, ISA-95, xRegistry, OpenUSD, and
sample-local models; distinguish draft status, explain crypto
pluggability, and bring performance guidance forward.
- Address review feedback on wording, active monitored items during
shadow reload, and the `Samples.md` filename and references.
- Regenerate the `opcua-v20-migration` plugin's bundled copy of the
migration guides so it matches the edited `docs/migrate/2.0.x` guides.
- Merge the latest `master`, preserving upstream resource-isolation
guidance within the task-based documentation index.
- Retain deferred Lingity findings where appropriate; this PR does not
claim that every document meets the Lingity score thresholds.

### Fixes found while verifying the guides
Each fix has regression tests that fail without it.
- **Client:** V2 subscriptions compared their lifetime with the
operation timeout instead of the session timeout, and logged a spurious
warning. `ISubscriptionEngineContext`, which is new in 2.0, gains a
`SessionTimeout` property; implementations must add it.
- **PubSub:** a subscriber now registers the `DataSetMetaData`
configured on its readers (OPC 10000-14 6.2.9.4), and the UADP decoder
decodes DataSetMessages that carry no ConfigurationVersion. Before, a
secured subscriber of the reference sample received no DataSets.
- **Source generator:** a ModelDesign method that declares its arguments
inline, without a method type, produced code that did not compile; it
now uses `MethodState`. The generated code of existing models is
unchanged.
- **MinimalClient sample:** waits for its first data-change notification
before it disconnects.

### Known issues, not addressed here
- UDP multicast: the publisher does not send on the interface that the
subscriber joins, and `MulticastLoopback` defaults to false. The PubSub
guide uses unicast for the exchange on one computer.
- The UDP metadata announcement is sent unsecured on secured writer
groups; a secured subscriber drops it with a warning.
- A server does not start in globalization-invariant mode, because
`ResourceManager` creates `CultureInfo("en-US")`. The Native AOT guide
cautions against the mode.

## Validation
- `git diff --check` and
`./.azurepipelines/validate-migration-plugin.ps1` (15 bundled migration
docs validated, plugin manifests synchronized).
- Local Markdown links, anchors, file-link casing, and contents lists
checked across all 87 documents under `docs/`. The index links every
top-level guide and every target of the previous index.
- Both Getting started routes, Your first information model, the PubSub
exchange, and the Native AOT publish of the Getting started client and
server were run as documented. The NuGet route and the tutorial use the
public `2.0.0-preview.5` packages.
- The changed libraries build for all target frameworks in Release
without warnings.
- Tests on .NET 10: Opc.Ua.SourceGeneration.Tests 199 passed;
Opc.Ua.SourceGeneration.Core.Tests 3,977 passed, 8 skipped;
Opc.Ua.Server.Tests `Fluent` category 621 passed; Opc.Ua.Client.Tests
subscription-engine tests 70 passed; Opc.Ua.PubSub.Tests 1,374 passed, 2
skipped; PubSub fuzz replay 145 passed. The new and affected tests also
pass on .NET Framework 4.8.
- Earlier merge validation: 174 resource-isolation tests passed on .NET
10.
- The full solution suite was not run locally.

Review and validation artifacts are maintained outside the repository.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-09-28 19:19:39 +00:00

22 KiB

Model Change Tracking

OPC UA Part 5 §6.4.32 defines GeneralModelChangeEventType. Servers use it to notify clients about address-space changes, including added or deleted nodes and references, and changed data types.

The Opc.Ua.Client.ModelChange namespace provides an opt-in client-side tracker. It consumes these events, removes affected entries from the client's INodeCache, and surfaces the changes through a strongly typed event. Application code can then browse the affected subtrees again.

The server-side counterpart lives in Opc.Ua.Server.Alarms. ModelChangeAggregator batches per-call changes. CustomNodeManager and AsyncCustomNodeManager automatically emit GeneralModelChangeEvent from CreateNode and DeleteNode. Set a flag to opt out when you need manual control.

Quick reference

Concern Server entry point Client entry point
Emit a model change CustomNodeManager.RaiseGeneralModelChangeEvent(...) (auto from CreateNode/DeleteNode) n/a
Aggregate before emit ModelChangeAggregator.RecordNodeAdded/Deleted/... n/a
Opt out of auto-emit node manager.ModelChangeEmissionEnabled = false n/a
Subscribe to changes n/a ManagedSession.EnableModelChangeTrackingAsync()
Inspect changes n/a IModelChangeTracker.ModelChanged event
Invalidate one node n/a INodeCache.InvalidateNode(nodeId)
Invalidate everything n/a INodeCache.Clear()
Refresh the namespace table Live NodeManager registration updates NamespaceArray / UrisVersion Automatic — see Namespace table refresh

Server side: emitting model changes

Auto-emit from CreateNode and DeleteNode

AsyncCustomNodeManager.CreateNodeAsync(...) and DeleteNodeAsync(...) (and the sync-compat overloads on CustomNodeManager) automatically record the change in a per-instance ModelChangeAggregator and emit a GeneralModelChangeEvent at the end of the call.

public class MyNodeManager : AsyncCustomNodeManager
{
    public async ValueTask AddDeviceTwinAsync(NodeId parent, string name, CancellationToken ct)
    {
        var device = new BaseObjectState(null);
        // CreateNodeAsync emits a GeneralModelChangeEvent with verbs
        //   NodeAdded(device.NodeId) + ReferenceAdded(parent)
        NodeId id = await CreateNodeAsync(SystemContext, parent,
            ReferenceTypeIds.HasComponent,
            new QualifiedName(name, NamespaceIndex),
            device,
            ct).ConfigureAwait(false);
    }
}

Browse consistency. CreateNodeAsync, AddNodeAsync and DeleteNodeAsync also keep the node manager's internal component cache in sync with the change. A deleted node is evicted from the cache. After a runtime add or remove, the manager refreshes the parent's cached view. A subsequent Browse, Read, or Call therefore sees the committed child set instead of stale data. When the node is already cached, re-registering it refreshes the cached instance. Replacing a cached node with a typed proxy also refreshes it.

If your node manager mutates the address space without going through CreateNodeAsync / DeleteNodeAsync (for example by editing an in-memory NodeStateCollection), you can either:

  1. Opt out of auto-emit and drive it yourself:

    public class MyNodeManager : AsyncCustomNodeManager
    {
        public MyNodeManager(...)
        {
            ModelChangeEmissionEnabled = false;   // disable auto-emit
        }
    
        public void RewireGraph()
        {
            // ...mutate nodes...
            ModelChangeAggregator.RecordReferenceAdded(parent.NodeId);
            ModelChangeAggregator.RecordNodeDeleted(stale.NodeId, stale.TypeDefinitionId);
            EmitModelChange(SystemContext);       // single event covers the batch
        }
    }
    
  2. Leave auto-emit on and call the aggregator + EmitModelChange from custom mutation paths. Every CreateNode / DeleteNode continues to emit its own event for the change it made.

EmitModelChange is a no-op when the aggregator has no pending changes, so it is safe to call at the end of an arbitrary service implementation.

Manual aggregation across a transaction

ModelChangeAggregator is thread-safe and supports arbitrary batching:

var aggregator = new ModelChangeAggregator();
aggregator.RecordNodeAdded(motor.NodeId, ObjectTypeIds.BaseObjectType);
aggregator.RecordReferenceAdded(parent.NodeId);
aggregator.RecordDataTypeChanged(speedVar.NodeId);
aggregator.RecordReferenceDeleted(oldParent.NodeId);

if (aggregator.HasPending)
{
    RaiseGeneralModelChangeEvent(context, aggregator.Drain());
}

Drain clears the pending list and returns the batch in insertion order. The aggregator can be reused across many transactions.

The Verb field in ModelChangeStructureDataType is a bitmask (the ModelChangeVerbs flags enum on the server side mirrors the same spec values):

Flag Value Meaning
NodeAdded 1 A new node was added.
NodeDeleted 2 An existing node was deleted.
ReferenceAdded 4 A reference was added.
ReferenceDeleted 8 A reference was deleted.
DataTypeChanged 16 The DataType attribute changed.

Semantic change events

RaiseSemanticChangeEvent(...) emits SemanticChangeEventType for property semantics changes — for example when an EngineeringUnit, EURange, or Description changes in a way that affects the meaning of a value. This is independent of GeneralModelChangeEvent; both are subtypes of BaseModelChangeEventType and both are observed by the client-side tracker.

Client side: tracking model changes

Enabling tracking on a ManagedSession

The simplest path is to opt in via ManagedSessionOptions / ManagedSessionBuilder — tracking auto-starts after connect:

ManagedSession session = await new ManagedSessionBuilder(configuration, telemetry)
    .UseEndpoint(endpoint)
    .WithModelChangeTracking()      // opt in
    .ConnectAsync(ct);

session.ModelChange!.ModelChanged += (sender, args) =>
{
    foreach (ModelChange change in args.Changes)
    {
        Console.WriteLine($"{change.Verb}: {change.AffectedNode}");
    }
};

Tracking can also be enabled / disabled at runtime:

await session.EnableModelChangeTrackingAsync(ct);
// ...
await session.DisableModelChangeTrackingAsync(ct);

Disposing the session disposes the tracker.

Manual construction

If you need the tracker without a ManagedSession — for example with a raw Session that has the V2 engine enabled — construct it yourself:

var streaming = new StreamingSubscription(session.SubscriptionManager);
var tracker = new ModelChangeTracker(
    streaming,
    nodeCache: session.NodeCache,
    logger: logger,
    namespaceTables: session);

await tracker.StartTrackingAsync(ct);

The tracker takes an IStreamingSubscription, an optional INodeCache to invalidate, an optional ILogger, and an optional INamespaceTableRefresher (see Namespace table refresh). It subscribes to BaseModelChangeEventType on the Server object's notifier (ObjectIds.Server), which covers both GeneralModelChangeEventType and SemanticChangeEventType payloads.

Reacting to changes

The ModelChanged event fires once per server event with a structured payload:

public sealed class ModelChangedEventArgs
{
    public IReadOnlyList<ModelChange> Changes { get; }
    public bool RequiresFullCacheInvalidation { get; }
    public bool NamespaceTableRefreshed { get; }
}

public record struct ModelChange(
    ModelChangeVerb Verb,
    NodeId AffectedNode,
    NodeId TypeDefinition);

TypeDefinition is NodeId.Null when the server did not report one — test it with change.TypeDefinition.IsNull.

RequiresFullCacheInvalidation is true when the server reports a change without per-node detail (a Part 5 semantic change without a populated payload). In that case the tracker calls INodeCache.Clear() for you, but applications may also need to re-browse interesting subtrees:

session.ModelChange!.ModelChanged += async (sender, args) =>
{
    if (args.RequiresFullCacheInvalidation)
    {
        await RefreshUiTreeAsync();
        return;
    }

    foreach (ModelChange c in args.Changes)
    {
        if (c.Verb.HasFlag(ModelChangeVerb.NodeDeleted))
        {
            ui.RemoveNode(c.AffectedNode);
        }
        else if (c.Verb.HasFlag(ModelChangeVerb.NodeAdded))
        {
            await ui.BrowseAndAddAsync(c.AffectedNode);
        }
    }
};

Namespace table refresh

A Server may append namespace uris while it is running — most notably when a NodeManager is registered live. The Server updates Server_NamespaceArray, bumps Server_UrisVersion, and then reports the address-space change. Without a refresh, a Client resolves NodeIds from the new namespace against a stale NamespaceUris table and silently gets the wrong index.

The tracker closes that gap when given an INamespaceTableRefresher. It refreshes the namespace table before invalidating the cache and raising ModelChanged. Subscribers can then re-browse from the event handler using the new URIs:

public interface INamespaceTableRefresher
{
    NamespaceTable NamespaceUris { get; }
    Task FetchNamespaceTablesAsync(CancellationToken ct = default);
}

Both Session and ManagedSession implement it, and EnableModelChangeTrackingAsync wires the session in automatically — opting into tracking is all an application has to do:

session.ModelChange!.ModelChanged += (sender, args) =>
{
    if (args.NamespaceTableRefreshed)
    {
        // The namespace table grew. Re-resolve any ExpandedNodeIds
        // the application cached as namespace-index based NodeIds.
        RemapCachedNodeIds(session.NamespaceUris);
    }
};

A refresh is triggered when any of the following holds:

Trigger Why
The event carries no per-node detail (RequiresFullCacheInvalidation) This is the BaseModelChangeEvent shape a live NodeManager registration emits; the Client cannot tell whether namespaces changed, so it re-reads.
An affected node is Server_NamespaceArray The Server explicitly reported the namespace array as changed.
An affected node (or its type definition) has a namespace index beyond the Client's table The Client provably cannot resolve the NodeId.

There is no throttling. An unqualified change already forces INodeCache.Clear(), which is far more expensive for an application than one two-node Read, so the namespace read rides along with it. A failing refresh is logged and swallowed: the ModelChanged event is still raised (with NamespaceTableRefreshed == false) and tracking continues.

Pass namespaceTables: null when constructing the tracker manually to opt out entirely, or supply a custom INamespaceTableRefresher to control how and when the table is re-read.

Namespace indexes are append-only for the lifetime of a running Server, so a refresh can only ever extend the Client table. Indexes the Client already resolved stay valid.

Per-node NodeCache invalidation

INodeCache exposes InvalidateNode(NodeId) for targeted eviction. The NodeCache shipped with the stack drops the cached node, value, and reference list for just that NodeId; alternative implementations can fall back to Clear().

The tracker calls InvalidateNode for every non-NoneVerb change, so the cache stays in sync without application help. If you want to intercept (e.g. to drop dependents):

class MyInvalidatingCache : INodeCache
{
    private readonly NodeCache m_inner;
    public void InvalidateNode(NodeId id)
    {
        m_inner.InvalidateNode(id);
        // Also drop dependents tracked elsewhere
        m_dependentIndex.RemoveAllReferencing(id);
    }
    // ... delegate everything else to m_inner ...
}

NodeVersion correlation

OPC UA Part 5 §9.32.2 ties ModelChangeEvent emission to the NodeVersion property:

"Every time a ModelChangeEvent is issued for a Node, its NodeVersion shall be changed, and every time the NodeVersion is changed, a ModelChangeEvent shall be generated. A Server shall support both the ModelChangeEvent and the NodeVersion Property or neither, but never only one of the two mechanisms." "Only those Nodes of the AddressSpace having a NodeVersion shall trigger a ModelChangeEvent. Other Nodes shall not trigger a ModelChangeEvent."

The framework enforces both halves:

  1. Suppression. AsyncCustomNodeManager.RaiseGeneralModelChangeEvent filters the Changes[] array, dropping every entry whose Affected node is owned by the node manager and does not carry a NodeVersion property. When the filtered array is empty no event is raised at all. Entries whose Affected node belongs to a different node manager pass through unchanged (the local manager cannot inspect the foreign node's state — this is documented behaviour).

  2. Bumping. Every Affected node that survives the filter has its NodeVersion incremented as a decimal ulong string ("1" → "2" → …) before the GeneralModelChangeEvent is reported. The increment is wrapped in an AsyncLocal guard so the OnWriteValue handler installed by EnableModelChangeTrackingFor does not echo the framework bump as a BaseModelChangeEvent.

  3. External writes. When EnableModelChangeTrackingFor (or the underlying NodeState.EnableModelChangeTracking extension) attaches a NodeVersion it also wires OnWriteValue so a write from an external client (or a Write service call) raises a BaseModelChangeEvent (Part 5 §9.32.5) with the owning node as the SourceNode.

Marking a node as trackable

AsyncCustomNodeManager exposes the EnableModelChangeTrackingFor(node) convenience method that wraps the more general NodeState.EnableModelChangeTracking(namespaceIndex, callback) extension:

public class MyNodeManager : AsyncCustomNodeManager
{
    public async ValueTask InstallDynamicAreaAsync(CancellationToken ct)
    {
        var folder = new FolderState(null)
        {
            SymbolicName = "Dynamic",
            BrowseName = new QualifiedName("Dynamic", NamespaceIndex)
        };

        // Attaches a NodeVersion property and wires its OnWriteValue
        // so any external write raises a BaseModelChangeEvent on this
        // folder. Idempotent — calling it twice returns the same
        // PropertyState and does not attach a second copy.
        EnableModelChangeTrackingFor(folder);

        await CreateNodeAsync(SystemContext, default,
            ReferenceTypeIds.Organizes,
            folder.BrowseName,
            folder,
            ct).ConfigureAwait(false);

        // Now every CreateNodeAsync / DeleteNodeAsync touching the
        // folder will emit a GeneralModelChangeEvent and bump
        // folder.NodeVersion accordingly.
    }
}

If you only need the helper without a node manager (for example in a unit test or a fluent builder) call the extension directly:

using Opc.Ua.Server.NodeManager;

PropertyState<string> version = node.EnableModelChangeTracking(
    namespaceIndex: 1,
    raiseBaseModelChangeEvent: (ctx, owner) =>
    {
        // emit a BaseModelChangeEvent via your own pipeline
    });

Opting out (legacy compatibility)

For servers that have not yet annotated their address space with NodeVersion properties and still expect every CreateNodeAsync / DeleteNodeAsync to fire an event, set RequireNodeVersionForModelChange = false on the affected node manager. The filter is then skipped and the legacy unconditional behaviour is restored. Default: true (strict spec compliance).

public sealed class LegacyNodeManager : AsyncCustomNodeManager
{
    public LegacyNodeManager(...)
    {
        // Opt back into pre-Part5 §9.32.2 unconditional emission.
        RequireNodeVersionForModelChange = false;
    }
}

Security considerations

Model-change events are governed by the same per-event permission rules as every other UA event, with one practical caveat that operators should understand when deploying on shared address spaces.

Per-event ReceiveEvents is enforced

OPC UA Part 3 §8.55 (PermissionType, bit 11 ReceiveEvents):

A Client only receives an Event if this bit is set on the Node identified by the EventTypeId field and on the Node identified by the SourceNode field.

The stack honors this on every live event delivery — see MonitoredNode2.ProcessEventSnapshotAsync → IAsyncNodeManager.ValidateEventRolePermissionsAsync (which delegates to ValidateEventReceivePermissionsAsync for the two ValidateRolePermissionsAsync(..., PermissionType.ReceiveEvents) checks). For GeneralModelChangeEvent the two nodes are GeneralModelChangeEventType and (typically) the Server object — a session lacking ReceiveEvents on either node will not receive the event even when the session has a valid event monitor on the notifier.

The verdict is cached per (MonitoredItemId, EventTypeId, SourceNodeId) so a busy notifier does not pay the two role-permission lookups on every event. The cache is invalidated when:

  • the namespace DefaultRolePermissions or DefaultUserRolePermissions change,
  • the notifier's own RolePermissions change (signaled via NodeStateChangeMasks.RolePermissions to subscribed nodes),
  • the receiving session's user identity changes (InvalidatePermissionCacheForSession),
  • the monitored item is removed.

If you publish events via your own helper that pushes directly into a list of IEventMonitoredItem, use EventManager.ReportEventAsync(event, nodeManager, items, ct) — it applies the same per-item permission gate before queueing. The legacy EventManager.ReportEvent(IFilterTarget, IList<IEventMonitoredItem>) overload is marked [Obsolete] because it bypasses the gate.

The Affected array is NOT filtered

GeneralModelChangeEvent.Changes[] carries a ModelChangeStructureDataType per address-space change with an Affected and an AffectedType NodeId. These names are placed into the event payload as-is — the stack does NOT redact entries the receiving session cannot browse or read. The OPC UA specification does not require such filtering, and applying it would force a per-item metadata lookup for every affected node on every delivery.

When the affected subtree is sensitive (e.g. you do not want unauthorized sessions to learn that a node with a given browse name exists), choose one of the following:

  1. Emit on a private View. Build a ViewState that contains only the public subset of the address space, give it a distinct SourceNode, and call RaiseGeneralModelChangeEvent with that view as the source. Subscribers without ReceiveEvents on the private view's source node will not receive the event at all.
  2. Split sensitive subtrees into a dedicated AsyncCustomNodeManager. Set ModelChangeEmissionEnabled = false on that manager and emit model-change events on a notifier that is itself protected by ReceiveEvents. Public node managers continue to auto-emit on Objects.Server as normal.
  3. Drive emission manually with ModelChangeAggregator. Inspect the pending entries before calling RaiseGeneralModelChangeEvent and drop entries that name sensitive nodes.

The initial address-space build does not emit

AsyncCustomNodeManager.CreateAddressSpaceAsync walks the predefined node set through AddPredefinedNodeAsync — that path does not feed the ModelChangeAggregator and does not call EmitModelChange. Only the dynamic CreateNodeAsync / DeleteNodeAsync (and any explicit calls you add) raise GeneralModelChangeEvent. This is intentional: no clients are subscribed during startup, and Part 5 §9.32.2 ties ModelChangeEvent emission to nodes that carry a NodeVersion property — predefined static nodes typically do not.

If your node manager mutates the address space late (e.g. installing nodes after StartAsync returns) and uses AddPredefinedNodeAsync rather than CreateNodeAsync, no event will fire. Either use CreateNodeAsync or record the change with the aggregator and call EmitModelChange explicitly. The AsyncCustomNodeManager.ModelChangeEmissionEnabled flag opts the entire manager out of auto-emit if you want full manual control.

Reference

  • Server source: src/Opc.Ua.Server/NodeManager/ModelChangeAggregator.cs
  • Server events: CustomNodeManager.RaiseGeneralModelChangeEvent, RaiseSemanticChangeEvent (and the async equivalents in AsyncCustomNodeManager)
  • Client source: src/Opc.Ua.Client/ModelChange/
  • Cache: src/Opc.Ua.Client/NodeCache/NodeCache.cs — InvalidateNode
  • Sessions architecture: Sessions.md
  • Spec: OPC UA Part 5 §6.4.32 — BaseModelChangeEventType