Files
UA-.NETStandard/docs/NodeManagement.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- Correct outdated SDK examples and capability guidance, consolidate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

11 KiB

NodeManagement service set

The OPC UA NodeManagement service set (OPC 10000-4 §5.8) gives clients the ability to manipulate the server's address space at runtime:

Service Description
AddNodes Create a new node beneath an existing parent (Object, Variable, ...).
DeleteNodes Remove a node and, optionally, all references that target it.
AddReferences Add a reference between two existing nodes.
DeleteReferences Remove a reference between two existing nodes.

The SDK ships full request validation, per-item dispatch, audit-event emission, and per-NodeManager opt-in. NodeManagers do not need to override the four StandardServer service methods themselves.

Contents

Architecture

  1. The client request lands on StandardServer.AddNodesAsync / DeleteNodesAsync / AddReferencesAsync / DeleteReferencesAsync.

  2. Each service override validates the request and forwards the per-item collection to the matching IMasterNodeManager.AddNodesAsync etc. dispatcher.

  3. For each item, MasterNodeManager selects the owning NodeManager:

    • AddNodes: the requested NodeId namespace, or the BrowseName namespace if the server assigns the NodeId.
    • DeleteNodes: the node's owning NodeManager.
    • Reference changes: the source node's owning NodeManager.

    It validates the matching PermissionType, then asks the optional INodeManagementAsyncNodeManager interface to perform the operation. AddNodes requires AddNode in the target namespace's default policy and AddReference on the parent. The server evaluates each Node permission together with the Node's applicable AccessRestrictions.

  4. The aggregated per-item results are wrapped in the matching response envelope and the audit event (AuditAddNodesEvent, AuditDeleteNodesEvent, AuditAddReferencesEvent, AuditDeleteReferencesEvent) is emitted with an aggregated status.

NodeManagers that do not implement INodeManagementAsyncNodeManager — or have not opted in — return BadUserAccessDenied, which is the status defined for "server does not allow this operation". This keeps the default behavior of every existing NodeManager unchanged.

Opting in: INodeManagementAsyncNodeManager

public interface INodeManagementAsyncNodeManager
{
    // Sub-class returns true to opt in. Default is false.
    bool AllowNodeManagement { get; }

    ValueTask<(ServiceResult result, NodeId addedNodeId)> AddNodeAsync(
        OperationContext context,
        AddNodesItem item,
        CancellationToken cancellationToken = default);

    ValueTask<ServiceResult> DeleteNodeAsync(
        OperationContext context,
        DeleteNodesItem item,
        CancellationToken cancellationToken = default);

    ValueTask<ServiceResult> AddReferenceAsync(
        OperationContext context,
        AddReferencesItem item,
        CancellationToken cancellationToken = default);

    ValueTask<ServiceResult> DeleteReferenceAsync(
        OperationContext context,
        DeleteReferencesItem item,
        CancellationToken cancellationToken = default);
}

AsyncCustomNodeManager already implements INodeManagementAsyncNodeManager with default behavior that handles every common case. Sub-classes opt in by overriding a single property:

public sealed class MyNodeManager : AsyncCustomNodeManager
{
    public MyNodeManager(IServerInternal server, ApplicationConfiguration config, ILogger logger)
        : base(server, config, logger, "http://example.org/MyNodes/")
    {
    }

    public override bool AllowNodeManagement => true;
}

That is the only change needed for a NodeManager to start accepting AddNodes / DeleteNodes / AddReferences / DeleteReferences requests.

The reference server's ReferenceNodeManager opts in this way; you can use it as the working example.

Dispatch and routing rules

  • AddNodes: routed by the namespace of RequestedNewNodeId when the caller supplies one. When RequestedNewNodeId is null, routed to the parent's owning NodeManager. As a pragmatic fallback for the common case where the parent is ObjectsFolder (owned by the read-only CoreNodeManager), the dispatcher routes to the first NodeManager that has opted in to NodeManagement.
  • DeleteNodes: routed to the owning NodeManager of the target node.
  • AddReferences / DeleteReferences: routed to the source node's owning NodeManager. Target-side validation and inverse mutation occur only when the target is explicitly local: targetServerUri is empty, and the ExpandedNodeId has neither a server index nor namespace URI. When that target lives in a different opted-in NodeManager, the dispatcher resolves the actual source and target NodeClass, checks both local endpoints before mutation, and mirrors the complementary edge. If the inverse mutation fails or is cancelled, the source mutation is compensated with an independent bounded cleanup token before the original failure is returned or rethrown.

Request handling on AsyncCustomNodeManager

The default implementation honors the following request fields:

Field Behavior
RequestedNewNodeId Used as the new node's NodeId when valid; otherwise BadNodeIdRejected. When null, a fresh NodeId is allocated via INodeIdFactory.New; if the override returns a null NodeId (for example, because it derives identifiers from a parent that is not yet attached) the SDK falls back to the base allocator so AddNodes always yields a usable identifier. BadNodeIdExists if it collides with an existing node.
BrowseName Must be non-null. BadBrowseNameDuplicated when a sibling under the same parent already uses the same browse name — both local children and previously-added cross-NodeManager children attached to the same parent by this NodeManager are checked.
ParentNodeId Used to attach the new child to the parent. Cross-NodeManager parents are supported — the forward parent → child edge is added via the master so the parent's NodeManager records it, and the inverse child → parent edge is added on the new node.
ReferenceTypeId Must be a HierarchicalReferences subtype.
NodeAttributes Optional VariableAttributes or ObjectAttributes are applied to the new node. Supported fields include DisplayName, Description, DataType, ValueRank, AccessLevel, UserAccessLevel, Historizing, MinimumSamplingInterval, Value, and EventNotifier.
DeleteTargetReferences When true, DeleteNodes also removes references on other NodeManagers that target the deleted node.
DeleteBidirectional When true on DeleteReferences, the inverse edge is also deleted only for an explicitly local target. Remote targets remain source-side operations.

If AddNodes fails after registration recovered previously detached monitored items, rollback detaches those items again before removing the node. They retain their deleted-node status and remain recoverable when a later AddNodes succeeds with the same NodeId.

Error codes returned

Service Status Reason
AddNodes BadBrowseNameInvalid BrowseName is null.
AddNodes BadParentNodeIdInvalid ParentNodeId is null or unknown.
AddNodes BadReferenceTypeIdInvalid ReferenceTypeId is null or unknown.
AddNodes BadReferenceNotAllowed ReferenceTypeId is not a hierarchical reference.
AddNodes BadNodeIdRejected The requested or BrowseName namespace has no owning NodeManager, or RequestedNewNodeId is outside the selected NodeManager's namespace.
AddNodes BadNodeIdExists RequestedNewNodeId already exists.
AddNodes BadBrowseNameDuplicated A sibling beneath the same local parent already uses the browse name.
AddNodes BadNodeClassInvalid Only Object and Variable are supported by the default implementation.
AddNodes BadNodeAttributesInvalid The supplied attributes extension object does not match the node class.
AddNodes / DeleteNodes / AddReferences / DeleteReferences BadUserAccessDenied The owning NodeManager has not opted in to NodeManagement or the Session lacks AddNode, DeleteNode, AddReference, or RemoveReference permission.
AddNodes / DeleteNodes / AddReferences / DeleteReferences BadSecurityModeInsufficient An applicable namespace, parent, source, or local target AccessRestrictions policy requires a stronger SecureChannel.
DeleteNodes BadNodeIdInvalid / BadNodeIdUnknown The node to delete is null or unknown.
AddReferences BadSourceNodeIdInvalid Source is null or unknown to this NodeManager.
AddReferences BadTargetNodeIdInvalid Target is null.
AddReferences BadDuplicateReferenceNotAllowed The exact reference (type + direction + target) already exists on the source.
DeleteReferences BadNoMatch No reference with the exact triple (type + direction + target) was found on the source.

Audit events

Every NodeManagement service emits its corresponding audit event:

  • AuditAddNodesEventType
  • AuditDeleteNodesEventType
  • AuditAddReferencesEventType
  • AuditDeleteReferencesEventType

The audit Status is the first bad per-item status, or Good when every item succeeded. Audit events are emitted from both the success and failure paths so an early ServiceResultException (request-level validation) still appears in the audit log.

Client-side example

The standard Session / ManagedSession AddNodes / DeleteNodes / AddReferences / DeleteReferences APIs work unchanged against any server whose NodeManager has opted in. See OPC 10000-4 §5.8 for the service contract.

Custom behavior

After opting in, override the matching INodeManagementAsyncNodeManager method to customize a NodeManager. For example, you can enforce a custom NodeId scheme, persist a new node, or veto specific node classes. The following example restricts additions to Object nodes:

public override async ValueTask<(ServiceResult result, NodeId addedNodeId)> AddNodeAsync(
    OperationContext context,
    AddNodesItem item,
    CancellationToken cancellationToken = default)
{
    if (item.NodeClass != NodeClass.Object)
    {
        return (new ServiceResult(StatusCodes.BadNodeClassInvalid), NodeId.Null);
    }
    return await base.AddNodeAsync(context, item, cancellationToken).ConfigureAwait(false);
}

See also