Files
UA-.NETStandard/docs/GettingStarted.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

20 KiB

Getting started

This guide gets an OPC UA client and server talking on one computer. Choose one of two entry routes:

Both routes run on your computer without other servers, brokers, credentials, or cloud accounts. They show slightly different parts of the first workflow:

Outcome Route A Route B
Encrypted connection (SignAndEncrypt, Basic256Sha256) Yes Yes
Certificate trust The client trusts the server explicitly. The sample server accepts clients automatically. Each application trusts the other explicitly.
Browse the Objects folder Yes, including the sample's Boiler model Yes, standard server nodes only
Read a value and check its status Yes Yes
Receive data-change notifications One notification Three notifications

After either route, what the code does explains each step. The concepts guide explains the underlying OPC UA terms.

Contents

Before you begin

You need two terminal windows. The commands are shown for PowerShell and for bash where they differ.

Requirement Route A Route B
.NET SDK Stable SDK 10.0.400 or later. global.json uses latestMajor roll-forward and excludes prerelease SDKs. .NET 10 SDK.
Other requirements Git, and internet access to restore NuGet packages on the first build Internet access to nuget.org
TCP port 62541 62560

Route B was tested with package version 2.0.0. The unpinned commands install the current stable packages, which may differ from that tested version.

Route A: Run the repository samples

Route A uses two samples from samples/MinimalApi:

  • MinimalBoilerServer hosts a small Boiler model. Its node manager is generated from the model at build time.
  • MinimalClient discovers the server's encrypted endpoint, creates a subscription, browses, reads, and waits for the subscription's first data-change notification.

A1. Start the server

git clone https://github.com/OPCFoundation/UA-.NETStandard.git
cd UA-.NETStandard
dotnet run --project samples/MinimalApi/MinimalBoilerServer

The first build compiles the stack and can take a few minutes. The server is ready when it logs:

OPC UA server listening at opc.tcp://localhost:62541/MinimalBoilerServer.

Leave the server running.

Local sample only: MinimalBoilerServer sets AutoAcceptUntrustedCertificates = true, so it accepts every client certificate and logs Auto accepted certificate. Never use this setting in production. Route B shows how a server trusts a client explicitly.

A2. Run the client and trust the server

In the second terminal, at the repository root, run:

dotnet run --project samples/MinimalApi/MinimalClient

The client does not trust the new server certificate yet. It logs BadCertificateUntrusted, saves the server certificate in its rejected store, and keeps retrying. While it retries, move the certificate to the client's trusted store. The client keeps its stores in the system temporary directory.

PowerShell:

$pki = Join-Path ([IO.Path]::GetTempPath()) 'OPC Foundation/MinimalClient/pki'
New-Item -ItemType Directory -Force "$pki/trusted/certs" | Out-Null
Move-Item "$pki/rejected/certs/*.der" "$pki/trusted/certs"

bash:

pki="${TMPDIR:-/tmp}/OPC Foundation/MinimalClient/pki"
mkdir -p "$pki/trusted/certs"
mv "$pki"/rejected/certs/*.der "$pki/trusted/certs/"

These commands move every certificate the client has rejected. In this exercise, that is only the MinimalBoilerServer certificate. Outside a local test, confirm a certificate's thumbprint with the server's administrator before you trust it; the thumbprint is part of the file name.

The client retries with an increasing delay of up to 30 seconds, so it connects within about half a minute after you move the certificate. You can also stop it with Ctrl+C and run it again. If it cannot connect for five minutes, it gives up.

A3. Check the result

After the rejection messages, the client prints output like this:

Using endpoint: opc.tcp://localhost:62541/MinimalBoilerServer
Security mode: SignAndEncrypt
Security policy: http://opcfoundation.org/UA/SecurityPolicy#Basic256Sha256
Connected!

A&C client ready: AlarmClient
Subscription state: Opened

Browsing Objects folder...
Subscription state: Created
Found 4 references
  - Server (Object)
  - Aliases (Object)
  - Locations (Object)
  - Boilers (Object)

Reading ServerStatus.CurrentTime...
Server time: 28/09/2026 11:43:42

Waiting for a data change notification...
Subscription state: Modified
Subscription value: 28/09/2026 11:43:43

Disconnecting...
Subscription state: Deleted
Subscription state: Opened
Done

Boilers is the folder of the sample's generated model; the other three nodes are standard server nodes. Subscription value is the data-change notification for the monitored server time. The times and their format depend on your computer.

A4. Stop and clean up

Press Ctrl+C in the server terminal. The samples keep their certificates, including private keys, in these folders of the system temporary directory:

  • OPC Foundation/MinimalBoilerServer/pki
  • OPC Foundation/MinimalClient/pki

Delete them to repeat the exercise with new certificates.

Route B: Build applications from NuGet packages

In Route B, you create two console applications:

  • A server that exposes only the standard OPC UA nodes.
  • A client that browses and reads the server, then monitors a value.

Each application keeps its certificate stores in a pki folder in its project folder. Run each application from its own project folder so that it finds that pki folder.

B1. Create the server

dotnet new console -n GettingStartedServer
cd GettingStartedServer
dotnet add package OPCFoundation.NetStandard.Opc.Ua.Server
dotnet add package Microsoft.Extensions.Hosting

Replace the contents of Program.cs:

using Microsoft.Extensions.DependencyInjection;
using Microsoft.Extensions.Hosting;

HostApplicationBuilder builder = Host.CreateApplicationBuilder(args);

builder.Services
    .AddOpcUa()
    .AddServer(options =>
    {
        options.ApplicationName = "GettingStartedServer";
        options.ApplicationUri = "urn:localhost:GettingStartedServer";
        options.ProductUri = "urn:example.com:GettingStartedServer";
        options.EndpointUrls.Add("opc.tcp://localhost:62560/GettingStartedServer");
        options.PkiRoot = Path.Combine(builder.Environment.ContentRootPath, "pki");
    });

await builder.Build().RunAsync();

Start the server:

dotnet run

On first start, the server creates its application certificates in pki. It is ready when it logs:

OPC UA server listening at opc.tcp://localhost:62560/GettingStartedServer.

Leave the server running.

B2. Create the client

In the second terminal, go to the folder that contains GettingStartedServer and create the client next to it:

dotnet new console -n GettingStartedClient
cd GettingStartedClient
dotnet add package OPCFoundation.NetStandard.Opc.Ua.Client
dotnet add package Microsoft.Extensions.Hosting

Replace the contents of Program.cs:

using Microsoft.Extensions.DependencyInjection;
using Microsoft.Extensions.Hosting;
using Microsoft.Extensions.Logging;
using Opc.Ua;
using Opc.Ua.Client;
using Opc.Ua.Client.Subscriptions;
using Opc.Ua.Client.Subscriptions.Streaming;

HostApplicationBuilder builder = Host.CreateApplicationBuilder(args);
builder.Logging.SetMinimumLevel(LogLevel.Warning);

builder.Services
    .AddOpcUa()
    .AddClient(options =>
    {
        options.ApplicationName = "GettingStartedClient";
        options.ApplicationUri = "urn:localhost:GettingStartedClient";
        options.ProductUri = "urn:example.com:GettingStartedClient";
        options.PkiRoot = Path.Combine(builder.Environment.ContentRootPath, "pki");
        // Report connection problems quickly while you set up trust. Long-running
        // clients usually keep the default policy, which retries for minutes.
        options.Session = new ManagedSessionOptions
        {
            ReconnectPolicy = new ReconnectPolicyOptions { MaxRetries = 2 },
        };
    })
    .AddDiscoveryAndConnect(options =>
    {
        options.DiscoveryUrl = "opc.tcp://localhost:62560/GettingStartedServer";
        options.SecurityMode = MessageSecurityMode.SignAndEncrypt;
        options.SecurityPolicyUri = SecurityPolicies.Basic256Sha256;
    });

using IHost host = builder.Build();
await host.StartAsync();

using var timeout = new CancellationTokenSource(TimeSpan.FromMinutes(1));
CancellationToken ct = timeout.Token;

try
{
    var connect = host.Services
        .GetRequiredService<Func<CancellationToken, Task<ManagedSession>>>();
    ManagedSession session = await connect(ct);
    await using (session)
    {
        Console.WriteLine($"Connected to {session.ConfiguredEndpoint?.EndpointUrl}");

        // Browse the standard Objects folder.
        var browser = new Browser(session)
        {
            BrowseDirection = BrowseDirection.Forward,
            ReferenceTypeId = ReferenceTypeIds.HierarchicalReferences,
            IncludeSubtypes = true,
            NodeClassMask = (uint)(NodeClass.Object | NodeClass.Variable),
        };
        ArrayOf<ReferenceDescription> children =
            await browser.BrowseAsync(ObjectIds.ObjectsFolder, ct);
        Console.WriteLine("Objects folder:");
        foreach (ReferenceDescription child in children)
        {
            Console.WriteLine($"  {child.DisplayName} ({child.NodeClass})");
        }

        // Read the server clock. Check the status before using the value.
        DataValue value = await session.ReadValueAsync(
            VariableIds.Server_ServerStatus_CurrentTime,
            ct);
        PrintTime("Read", value);

        // Monitor the same variable and stop after three notifications.
        Console.WriteLine("Waiting for three data changes...");
        await foreach (DataValueChange change in session.DefaultStreaming
            .SubscribeDataChangesAsync(VariableIds.Server_ServerStatus_CurrentTime, ct: ct)
            .TakeAsync(3)
            .WithCancellation(ct))
        {
            PrintTime("Update", change.Value);
        }
    }
}
catch (ServiceResultException ex)
{
    Console.Error.WriteLine($"OPC UA error {ex.StatusCode}: {ex.Message}");
    Environment.ExitCode = 1;
}
catch (OperationCanceledException)
{
    Console.Error.WriteLine("The client did not finish within one minute.");
    Environment.ExitCode = 1;
}
finally
{
    await host.StopAsync();
}

static void PrintTime(string label, DataValue value)
{
    if (StatusCode.IsBad(value.StatusCode))
    {
        Console.WriteLine($"{label}: failed with {value.StatusCode}");
    }
    else if (value.WrappedValue.TryGetValue(out DateTimeUtc time))
    {
        Console.WriteLine($"{label}: {time} (status {value.StatusCode})");
    }
    else
    {
        Console.WriteLine($"{label}: unexpected value {value.WrappedValue}");
    }
}

B3. Trust each application

A new application trusts no other application. Each time a connection fails because of an untrusted certificate, the application that refused it saves the certificate in its pki/rejected/certs folder. You approve a certificate by moving it to pki/trusted/certs. Both applications read their trusted store again when it changes, so you do not need to restart the server.

  1. From the GettingStartedClient folder, run dotnet run. After some log messages, the client stops with:

    OPC UA error BadSecurityChecksFailed [0x80130000]: ...
    

    The server has refused the client certificate. In the GettingStartedServer folder, trust it:

    PowerShell:

    New-Item -ItemType Directory -Force pki/trusted/certs | Out-Null
    Move-Item pki/rejected/certs/*.der pki/trusted/certs
    

    bash:

    mkdir -p pki/trusted/certs
    mv pki/rejected/certs/*.der pki/trusted/certs/
    
  2. Run the client again. It now stops with:

    OPC UA error BadCertificateUntrusted [0x801A0000]: ...
    

    This time, the client has refused the server certificate. Run the same trust commands in the GettingStartedClient folder.

  3. Run the client a third time. It connects and completes.

B4. Check the result

The client prints output like this and exits with exit code 0:

Connected to opc.tcp://localhost:62560/GettingStartedServer
Objects folder:
  Server (Object)
  Aliases (Object)
  Locations (Object)
Read: 09/28/2026 09:28:36 (status Good [0x00000000])
Waiting for three data changes...
Update: 09/28/2026 09:28:36 (status Good [0x00000000])
Update: 09/28/2026 09:28:37 (status Good [0x00000000])
Update: 09/28/2026 09:28:38 (status Good [0x00000000])

The times depend on when you run the client. Before the output, the client logs several Application Certificate Validation suppressed BadCertificateUntrusted warnings. They come from the startup check of the client's own self-signed certificates, not from the server certificate, and need no action.

B5. Stop and clean up

Press Ctrl+C in the server terminal. Each pki folder contains private keys. Do not commit them to source control. Delete both pki folders to repeat the exercise with new certificates.

Connect to another server

To use the client with another server, change DiscoveryUrl to that server's URL. Set SecurityMode and SecurityPolicyUri to values that one of its endpoints offers. Trust the server certificate as in B3, and ask the server's administrator to trust the client's public .der certificate from GettingStartedClient/pki/own/certs. Do not send files from GettingStartedClient/pki/own/private. The client connects as an anonymous user; if the server requires user authentication, see Identity providers. The client only browses, reads, and monitors; it does not change the server.

What the code does

Step Code Learn more
Identify the application ApplicationName, ApplicationUri, and ProductUri name the application. PkiRoot selects its certificate stores. The first start creates an RSA certificate and, where the platform supports them, ECC certificates. Concepts: applications, Certificates
Host the server AddServer runs the server as a hosted service. By default, it offers SignAndEncrypt endpoints with RSA security policies, does not offer the insecure None policy, and allows anonymous users. Dependency injection
Select an endpoint AddDiscoveryAndConnect calls GetEndpoints on the URL and selects the endpoint with the configured security mode and policy. Concepts: endpoints
Connect The registered Func<CancellationToken, Task<ManagedSession>> connects a ManagedSession, which reconnects automatically after connection loss. Sessions
Browse Browser follows hierarchical references from the Objects folder. Concepts: address space
Read ReadValueAsync returns a DataValue whose status is Good or Uncertain, and throws a ServiceResultException when the status is Bad. Concepts: values
Monitor session.DefaultStreaming is the session's shared streaming subscription. The first SubscribeDataChangesAsync call creates the OPC UA subscription and adds a monitored item. TakeAsync(3) ends the stream after three values and removes the monitored item. Streaming subscriptions
Clean up await using closes the session and its subscription. The timeout bounds the whole run. Concepts: SDK organization

The client limits reconnect attempts to two so that trust problems appear quickly. A long-running client usually keeps the default policy, which retries for several minutes. Some settings suit local use only: automatic certificate acceptance in the Route A server, and certificate stores in a temporary or project folder. Production applications keep their certificate stores in a persistent, access-controlled location; see the production readiness checklist.

Troubleshooting

Symptom Cause What to do
BadSecurityChecksFailed with Could not verify security on OpenSecureChannel request The server does not trust the client certificate. Move the client certificate from the server's rejected store to its trusted store.
BadCertificateUntrusted with Could not verify security on OpenSecureChannel response The client does not trust the server certificate. Move the server certificate from the client's rejected store to its trusted store.
BadNotConnected with Could not connect to the remote endpoint No server is listening at the URL. Start the server, then check the host, port, and path in the URL.
No discovered endpoint matched the configured security policy and mode. The server does not offer the requested security mode and policy. Choose a mode and policy that the server offers. See Profiles.
The server does not start, and the port is in use Another application uses the port. Stop that application, or change the port in both the server endpoint URL and the client discovery URL.
A compatible .NET SDK was not found (Route A) No stable SDK satisfying global.json is installed. Install a stable .NET SDK version 10.0.400 or later.

See Certificates for certificate stores and chains, and Diagnostics for logging and packet capture.

Next steps

  • Learn the terms used throughout the documentation in OPC UA concepts.
  • Add your own model to the Route B server, and read, write, and call it from the client, in Your first information model.
  • Continue on the path for your application in the documentation index: a client, a server with your own model, or a PubSub application.
  • Before you deploy, work through the production readiness checklist: certificate management, user authentication, resource limits, and diagnostics.