Marc Schier f358078b1c [Client] Central channel manager: ref-counted shared channels, coalesced reconnect, IRetryBudget (#3288) (#3852)
# Description

Introduces a central `IClientChannelManager` that owns client-side
transport channels with reference counting, sharing, coalesced
reconnect, and asynchronous participant notification. Sessions,
discovery clients, and registration clients targeting the same
`ConfiguredEndpoint` (with the same reverse-connect identity) now share
a single underlying `ITransportChannel`; reconnect is transparent to
callers; and the previous `AttachChannel`/`DetachChannel` +
`SessionReconnectHandler` patterns are obsoleted.

## What lands

### Core types (`Stack/Opc.Ua.Core/Stack/Client/`)

- `ManagedChannelKey`, `ChannelState`, `ChannelStateChange`,
`ParticipantReconnectResult`
- `IReconnectParticipant`, `IManagedTransportChannel`,
`IClientChannelManager`
- `IChannelReconnectPolicy` + `ExponentialBackoffChannelReconnectPolicy`
(default mirrors historical `SessionReconnectHandler`: 500 ms → 30 s
exponential)
- `IRetryBudget` + `RetryBudget` — shared retry deadline so the
two-level retry no longer compounds multiplicatively
- `ClientChannelManager` — single non-partial sealed class with
SOLID-extracted internal types under
`Stack/Opc.Ua.Core/Stack/Client/Channels/Internal/`: `ChannelEntry`
(behind `IChannelEntryHost`), `ManagedTransportChannelLease`,
`ClientChannel`, `ClientChannelManagerMetrics` (IMeter),
`ClientChannelManagerCertRotation` (auto `ReconnectAllAsync` on
`CertificateManager` rotation), `ClientChannelManagerDiagnostics`
(ActivitySource + EventSource). Refcount, coalesced reconnect, and
transparent faulted-entry recovery via `SwapFaultedEntryAsync` (swaps a
lease's underlying entry on subsequent `ReconnectAsync` when the prior
cycle Faulted/Closed, preserves participant, back-off via policy
`GetDelay(SwapCount)`)

### Three-state lifecycle gate

`Disconnected` → `TransportConnecting` / `TransportReconnecting` →
`TransportConnectedSessionReactivating` → `Ready` (or `Faulted` /
`Closed`). Only `Ready` releases the service-call gate; the manager
bypasses the gate internally for participant `ActivateSession` traffic
during reactivation via an `AsyncLocal` scope.

### Session integration (`Libraries/Opc.Ua.Client/Session/`)

- New `Session.CreateAsync(IClientChannelManager, …)` overload
- `Session` implements `IReconnectParticipant`; reactivation handler
distinguishes `Reactivated` / `RequiresSessionRecreate` /
`TransientFailure` / `FatalForParticipant` / `FatalForChannel`
- `Session.ReconnectAsync(ct)` automatically delegates to the channel
manager when wired
- `Session.RecreateInPlaceAsync` swaps managed-channel leases for
failover-to-different-endpoint via a new atomic
`IClientChannelManager.GetAsync(endpoint, participantFactory, …)`
overload; same-key recreates delegate to manager reconnect;
explicit-channel/connection callers retain legacy behavior
- KA failure routes through
`IClientChannelManager.ReconnectAsync(channel)`

### ManagedSession integration

- `WithChannelManager(...)` builder + ctor param; DI-resolved
automatically
- Two-level retry: channel-mgr handles transparent reconnect; outer
`ConnectionStateMachine` + `IReconnectPolicy` only triggers on terminal
channel `Faulted`. Outer-state churn suppressed during channel-mgr
cycles via `_channelReconnectInProgress` flag wired through
`IManagedTransportChannel.StateChanged`
- New `ManagedSession.ChannelStateChanged` event surfaces transparent
reconnects
- `ConnectionStateChangedEventArgs.UnderlyingChannelState` populated
when outer reconnect was triggered by a channel fault
- Shared `IRetryBudget` propagated so the layers enforce a single
max-total-time

### Discovery / Registration / GDS

Channel-manager-aware `CreateAsync` overloads on `DiscoveryClient`,
`RegistrationClient`, `ServerPushConfigurationClient`,
`LocalDiscoveryServerClient`, `GlobalDiscoveryServerClient`. Each
registers a minimal `IReconnectParticipant`; co-located sessions and
discovery probes targeting the same endpoint share a channel.

### HTTPS transport (`Stack/Opc.Ua.Bindings.Https/`)

- New `IOpcUaHttpClientFactory` abstraction
- HTTPS / OPC-HTTPS channels migrated to `IHttpClientFactory` +
`Microsoft.Extensions.Http.Resilience` (10.6.0; AOT-compatible on net10
via source generators; legacy direct-HTTP path retained for older TFMs /
no-DI consumers)

### DI

`AddOpcUa().AddClient(...)` registers `IClientChannelManager` and the
named HTTPS `HttpClient` + standard resilience handler automatically.
`ManagedSessionBuilder` resolves the manager from DI when present.

### Obsoletions (functional, `[Obsolete]` with guidance)

- `IClientBase.AttachChannel` / `DetachChannel`
- `SessionReconnectHandler`
- `SessionExtensions.ReconnectAsync(connection, ct)` and `(channel, ct)`
legacy overloads

### Tests

- Core: `ClientChannelManagerManagedTests`,
`ClientChannelManagerCertRotationTests`, `RetryBudgetTests`,
`OpcUaHttpClientFactoryTests` — **56 / 56 pass**
- Client: `ManagedSession*Tests` updated; legacy
`SessionReconnectHandlerTests` + `SessionExtensionsTests` preserved with
`#pragma warning disable CS0618` — **129 / 129 pass**
- Sessions integration: `ChannelManagerSharing` / `TransparentReconnect`
/ `SessionLifecycle` / `CertRotation` — **7 pass, 1 skipped**
(`ChannelManagerExhaustionEscalatesAndRecoversWhenServerReturns`
un-`[Ignore]`d and implemented in this PR via `SwapFaultedEntryAsync`;
remaining skip is end-to-end `RequiresSessionRecreate` plumbing —
carry-forward)
- Stress (consolidated `Tests/Opc.Ua.Stress.Tests/Subscriptions/` +
`Channels/`): chaos / contract / soak / lifecycle / leak-accuracy / gap
/ participant-result-aggregation tests merged from the
previously-separate `Opc.Ua.Channels.Stress.Tests` project; nightly run
via `.github/workflows/stress-test.yml`

Builds clean (0 warnings / 0 errors) across all six TFMs: `net472`,
`net48`, `netstandard2.1`, `net8.0`, `net9.0`, `net10.0`.

### Docs

- `Docs/Sessions.md` new § 4 documents the channel manager, three-state
gating, two-level retry with shared `IRetryBudget`, HTTPS resilience
layering
- `Docs/MigrationGuide.md` migration recipes for the four obsoleted API
groups
- `Docs/DependencyInjection.md` channel-manager and HTTPS factory
registration

## Carry-forward (separate PRs)

- End-to-end `ParticipantReconnectResult.RequiresSessionRecreate` →
`Session.RecreateAsync` lifecycle wiring (currently incomplete — flagged
in the 1 remaining skipped integration test)

## Related Issues

- Fixes #3288
- Builds on #3282 (PR that introduced the initial
`ITransportChannelManager` skeleton)

## 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.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
*(Channel-manager-specific tests + ManagedSession/client tests verified
across all 6 TFMs; full UA.slnx run is pending CI.)*
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.
2026-06-13 16:34:48 +02:00
2020-05-15 19:41:55 +02:00
2021-07-26 10:06:51 +03:00

OPC UA .NET Stack

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Overview

This OPC UA reference implementation targets .NET Framework, .NET, and .NET Standard 2.1.

.NET allows to develop apps that run on all common platforms available today, including Linux, iOS, Android (via Xamarin) and Windows without requiring platform-specific modifications.

One of the reference implementations inside this project has been certified for compliance through an OPC Foundation Certification Test Lab to prove its high quality. Fixes and enhancements since the certification process have been tested and verified for compliance using the latest Compliance Test Tool (CTT).

For a comprehensive list of supported OPC UA Profiles and Facets, see the dedicated documentation.

More samples based on the official Nuget packages can be found in the OPC UA .NET Samples repository. For development there is also a preview Nuget feed available. For local testing a Docker container of the Reference Server is available for preview and release builds.

Features included

Core and Libraries

  • Fully ported Core OPC UA Stack and Libraries (Client, Server, Configuration, Complex Types & GDS assemblies).
  • Reference sample Server and Client.
  • X.509 Certificate support for client and server authentication.
  • SHA-2 support (up to SHA512) including security profile Basic256Sha256, Aes128Sha256RsaOaep and Aes256Sha256RsaPss for configurations with high security needs.
  • ECC Security policies ECC_nistP256, ECC_nistP384, ECC_brainpoolP256r1 and ECC_brainpoolP384r1.
  • Anonymous, username and X.509 certificate user authentication.
  • UA-TCP & HTTPS transports (client and server).
  • Reverse Connect for the UA-TCP transport (client and server).
  • Folder & OS-level (X509Store) Certificate Stores with Global Discovery Server and Server Push support.
  • Sessions and (durable) Subscriptions.
  • A PubSub library with samples.

New in 2.0

  • Type safe built in types
  • Source generator generated code behind during build
  • See MigrationGuide for details.
  • New AsyncCustomNodeManager (successor of CustomNodeManager2) with improved Locking Strategy, see Server Async (TAP) Support
  • In our Load Test the Server shows at least 2.5x higher throughput under load with 750 subscriptions totaling 450k Monitored items and write times for 600 items below 5 seconds were before > 10 seconds were needed. Also for event at least 3x faster event reporting was observed.
  • Unified Dependency Injection surface — services.AddOpcUa() with fluent AddServer() / AddClient() / AddComplexTypes() / AddAlarms() / AddGdsServer() / AddLdsServer() / AddWotConServer() extensions for Microsoft.Extensions.DependencyInjection and the .NET Generic Host (AOT compatible via the Action<TOptions> overloads).

New in 1.05.378

  • Support for AsyncNodeManagers in the Server Library, see Server Async (TAP) Support
  • Reworked Observability via ITelemetryContext in preparation for better DI support. See documentation for breaking changes.
  • Fully async APIs. Deprecated all sync and APM API.

New in 1.05.376

New in 1.05.375

New in 1.05.374

  • CRL Support for the X509Store on Windows

New in 1.05.373

Key Features and Updates in OPC UA 1.05

  • Thread Safety and Locking: Improved thread safety and reduced locking in secure channel operations.
  • Audit and Redaction: New interfaces for auditing and redacting sensitive information.
  • Security Enhancements: Improved encryption and authentication mechanisms.
  • CRL Support: Added Certificate Revocation List support for X509Store on Windows.
  • Performance Improvements: Faster binary encoding and decoding, reducing memory usage and latency.
  • Role-Based Management: Support for WellKnownRoles and RoleBasedUserManagement WellKnownRoles & RoleBasedUserManagement.
  • Improved Logging: Enhanced logging with ILogger and EventSource.
  • ECC Profiles: Support for NIST & Brainpool Security Profiles.
  • Durable Subscriptions: Support for Durable Subscriptions Durable Subscriptions.

New in 1.04.368

  • Improved support for Logging with ILogger and EventSource.
  • Support for custom certificate stores with refactored ICertificateStore and CertificateStoreType interface.
  • Client and Server support for TransferSubscriptions.
  • How to use Container support with reference server.

Samples and Nuget packages

Getting Started

All the tools you need to build .NET libraries and application come with the .NET SDK. You need the .net 10 SDK to build the project. To run applications you need one of the target .NET runtimes installed. See Get started with .NET for what you need.

How to build and run the reference samples in Visual Studio on Windows

  1. Open the UA.slnx solution file using Visual Studio 2026. Ensure you have all target frameworks enabled, including .NET 4.8.x, .NET 8.0, 9.0, and 10.0 (LTS) but Visual Studio will prompt you to install what is missing.
  2. Choose a project in the Solution Explorer and set it with a right click as Startup Project.
  3. Hit F5 to build and execute the sample.

How to build and run the console samples on Windows, Linux and iOS

This section describes how to run the ConsoleReferenceServer sample application.

Please follow instructions in this article to setup the .NET 10 SDK which provides the dotnet command that allows you to build and run the samples on your platform. Once the dotnet command is available, navigate to the root folder in your local copy of the repository and execute dotnet restore 'UA.slnx'. This command calls into NuGet to restore the tree of dependencies.

Start the server

  1. Open a command prompt.
  2. Navigate to the folder Applications/ConsoleReferenceServer.
  3. To run the server sample type dotnet run --project ConsoleReferenceServer.csproj -a.
    • The server is now running and waiting for connections.

Contributing

We strongly encourage community participation and contribution to this project. First, please fork the repository and commit your changes there. Once happy with your changes you can generate a 'pull request'.

You must agree to the contributor license agreement (CLA) before we can accept your changes. The CLA and "I AGREE" button is automatically displayed when you perform the pull request.

Remarks

Self signed certificates for the sample applications

All required application certificates for OPC UA are created at the first start of each application in a directory or OS-level certificate store and remain in use until deleted from the store. Please read Certificates for more information about certificates and stores

Local Discovery Server

By default all sample applications are configured to register with a Local Discovery Server (LDS). A reference implementation of a LDS for Windows can be downloaded here. To setup trust with the LDS the certificates need to be exchanged or registration will fail.

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