Files
UA-.NETStandard/docs/AuthorizationService.md
T
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

8.1 KiB

AuthorizationService Developer Guide

Open Platform Communications Unified Architecture (OPC UA) Part 12 §9 defines the AuthorizationService, which a Global Discovery Server (GDS) provides to issue access tokens for OPC UA applications. Part 12 v1.05 uses the two-phase StartRequestToken / FinishRequestToken flow. RequestAccessToken remains available for legacy compatibility.

For client-side JSON Web Token (JWT) use during ActivateSession, see Identity Providers.

Contents

Architecture

flowchart LR
    client["OPC UA Client"]
    subgraph gds["GDS Server"]
        manager["ApplicationsNodeManager"]
        provider["IAccessTokenProvider"]
        issuer["ITokenIssuer<br/>JWT / HSM / cloud signer"]
        manager --> provider --> issuer
    end
    client -->|GetServiceDescription| manager
    client -->|"RequestAccessToken (legacy, Obsolete)"| manager
    client -->|StartRequestToken / FinishRequestToken| manager
    manager -->|access token| client

Opc.Ua.Gds.Server.IAccessTokenProvider routes requests for the AuthorizationService method handlers. Before returning a token, the provider validates resource IDs, policies, pending request IDs, and user-token inputs.

Modern Part 12 v1.05 clients call StartRequestToken followed by FinishRequestToken. Legacy clients can still call RequestAccessToken; the provider dispatches that call to IAccessTokenProvider.RequestAccessTokenAsync. The API marks this method [Obsolete].

Opc.Ua.Identity.ITokenIssuer signs a token after the provider accepts a request. The default issuer uses local certificate material. Custom issuers can delegate signing to a cloud key-management service, a hardware security module, or a corporate authorization service without changing the OPC UA method wiring.

Modern Part 12 v1.05 flow

using Opc.Ua.Gds.Client;

var authClient = new AuthorizationServiceClient(session, serviceNodeId);
var (serviceUri, serviceCertificate, tokenPolicies) =
    await authClient.GetServiceDescriptionAsync();

var (serviceData, requestId) = await authClient.StartRequestTokenAsync(
    resourceId: "urn:target-server",
    policyId: "jwt",
    requestorData: ByteString.From(Encoding.UTF8.GetBytes("read write")));

var (jwt, expiresAt, refreshToken, refreshExpiresAt) =
    await authClient.FinishRequestTokenAsync(
        requestId,
        Array.Empty<string>().ToArrayOf(),
        new AnonymousIdentityToken(),
        new SignatureData());

StartRequestToken validates the requested audience and scopes. It allocates a continuation request ID and stores the pending request in memory. FinishRequestToken exchanges that ID for a compact JWT (tokenType = "JWT") signed by the configured Opc.Ua.Identity.ITokenIssuer.

Refreshing an access token

if (refreshToken != null && DateTime.UtcNow >= expiresAt.AddMinutes(-5))
{
    var refreshed = await authClient.RefreshTokenAsync(resourceId, refreshToken);
    jwt = refreshed.accessToken;
    expiresAt = refreshed.accessTokenExpiryTime;
    refreshToken = refreshed.newRefreshToken; // store the rotated token
}

Server hosting

Use AddAuthorizationService to register the default in-box issuer and in-memory request store:

services.AddOpcUa()
    .AddGdsServer(o =>
    {
        o.ApplicationName = "GlobalDiscoveryServer";
        o.ApplicationUri = "urn:example:gds";
        o.EndpointUrls.Add("opc.tcp://localhost:58810/GDS");
    })
    .AddAuthorizationService(o =>
    {
        o.IssuerUri = "urn:example:gds";
        o.SigningCertificate = new CertificateIdentifier
        {
            StoreType = CertificateStoreType.Directory,
            StorePath = "%LocalApplicationData%/OPC Foundation/GDS/pki/own",
            SubjectName = "CN=GlobalDiscoveryServer"
        };
        o.AllowedAudiences.Add("urn:target-server");
        o.DefaultScopes.Add("read");
    });

When SigningCertificate is omitted in the hosted GDS, the default issuer falls back to the GDS application instance certificate. Custom deployments can replace the signer:

builder.AddAuthorizationService<MyTokenIssuer>(o =>
{
    o.IssuerUri = "https://issuer.example";
});

MyTokenIssuer implements Opc.Ua.Identity.ITokenIssuer. The default CertificateJwtIssuer signs JSON Web Signature (JWS) tokens defined by RFC 7515. It uses the Elliptic Curve Digital Signature Algorithm (ECDSA) (ES256, ES384, or ES512) or RSA (RS256 by default). Custom issuers can also use RSA-PSS. The default issuer does not add a JWT package dependency.

Custom ITokenIssuer for cloud or HSM signing

Use AddAuthorizationService<TIssuer>() when the signing key is not resident in the process. External signing options include:

  • Azure Key Vault
  • AWS KMS
  • An HSM
  • A corporate token service

The issuer builds the JWS header and payload, then delegates the signing operation to the external service.

public sealed class CloudKmsTokenIssuer : ITokenIssuer
{
    public string IssuerUri => "https://issuer.example/gds";
    public string ProfileUri => Profiles.JwtUserToken;

    public async ValueTask<AccessToken> IssueAsync(
        TokenIssuanceRequest request,
        CancellationToken ct = default)
    {
        byte[] signingInput = BuildJwtSigningInput(request);
        byte[] signature = await SignWithKeyVaultOrKmsAsync(signingInput, ct)
            .ConfigureAwait(false);
        byte[] compactJws = CombineCompactJws(signingInput, signature);

        return new AccessToken(
            Profiles.JwtUserToken,
            compactJws,
            DateTime.UtcNow + request.RequestedLifetime,
            request.Subject);
    }
}

services.AddOpcUa()
    .AddGdsServer(o => o.ApplicationUri = "urn:example:gds")
    .AddAuthorizationService<CloudKmsTokenIssuer>(o =>
    {
        o.SigningCertificate = new CertificateIdentifier
        {
            StoreType = CertificateStoreType.Directory,
            StorePath = "%LocalApplicationData%/OPC Foundation/GDS/pki/own",
            SubjectName = "CN=GlobalDiscoveryServer"
        };
        o.IssuerUri = "https://issuer.example/gds";
        o.AllowedAudiences.Add("urn:target-server");
    });

The SigningCertificate option still advertises the issuer identity and key material that local verifiers expect. The custom issuer controls how it produces the signature.

Server-side abstraction

Opc.Ua.Gds.Server.IAccessTokenProvider backs the GDS method handlers:

ValueTask<(ByteString serviceData, Guid requestId)> StartRequestTokenAsync(...);
ValueTask<AccessTokenResult> FinishRequestTokenAsync(...);

[Obsolete("Use StartRequestTokenAsync + FinishRequestTokenAsync for Part 12 v1.05 compliance.")]
ValueTask<string> RequestAccessTokenAsync(...);

The default AuthorizationServiceManager delegates to InMemoryAccessTokenProvider, which keeps pending request ids in memory and calls the configured ITokenIssuer for final JWT issuance.

Client identity-provider bridge

GdsAccessTokenProvider adapts AuthorizationServiceClient to the client-side Opc.Ua.Identity.IAccessTokenProvider used by IssuedTokenIdentityProvider and Session.UpdateIdentityAsync(IClientIdentityProvider).

Legacy compatibility

RequestAccessToken and AuthorizationServiceClient.RequestAccessTokenAsync are obsolete because Part 12 v1.05 replaced the one-shot exchange with StartRequestToken and FinishRequestToken. When a provider is configured, the service still dispatches the wire method to IAccessTokenProvider.RequestAccessTokenAsync so v1.04 clients continue to work.

Audit events

Successful and failed token operations raise AccessTokenIssuedAuditEventType. Tokens and private credentials are not included in audit payloads.