identityserver-upgrade-v7-to-v8

name	identityserver-upgrade-v7-to-v8
description	Migrating Duende IdentityServer from v7.4 to v8.0: breaking changes, API replacements (ICache→HybridCache, IClock→TimeProvider), CancellationToken additions, EF migrations, and step-by-step upgrade guide.
invocable	false

Upgrading IdentityServer v7 to v8

When to Use This Skill

• Upgrading a Duende IdentityServer project from v7.4 to v8.0
• Fixing build errors after updating NuGet packages to v8
• Migrating custom stores/services to new v8 interfaces
• Running EF Core database migrations for v8 (SAML tables)
• Replacing deprecated APIs (ICache, IClock, IAuthorizationParametersMessageStore)

Core Principles

• v8.0 requires .NET 10 — update TFM before anything else
• All breaking changes are compile-time errors (no silent behavior changes)
• Migration is mechanical — find/replace patterns work for most changes
• Run EF migrations even if you don't use SAML (schema must match)
• Always check the latest stable 8.x package version on NuGet before upgrading — do not hardcode 8.0.1; use whatever the latest stable (non-prerelease) 8.x version is at the time of the upgrade.

Docs: https://docs.duendesoftware.com/identityserver/upgrades/v7_4-to-v8_0/

Step-by-Step Migration

1. Update Target Framework

<!-- ❌ Before -->
<TargetFramework>net8.0</TargetFramework>

<!-- ✅ After -->
<TargetFramework>net10.0</TargetFramework>

2. Update NuGet Packages

Check NuGet for the latest stable 8.x version. At time of writing, that is 8.0.1, but use whatever is current:

<PackageReference Include="Duende.IdentityServer" Version="8.0.1" />
<PackageReference Include="Duende.IdentityServer.EntityFramework" Version="8.0.1" />
<!-- Update all Duende.* packages to the latest stable 8.x version -->

3. Run EF Database Migrations

Two migrations are required — one for the Configuration Store and one for the Operational Store:

# Configuration Store — adds 7 SAML-related tables
dotnet ef migrations add Update_DuendeIdentityServer_v8_0 \
    -c ConfigurationDbContext -o Migrations/ConfigurationDb
dotnet ef database update -c ConfigurationDbContext

# Operational Store — adds 3 SAML session tables
dotnet ef migrations add Update_DuendeIdentityServer_v8_0_Saml \
    -c PersistedGrantDbContext -o Migrations/PersistedGrantDb
dotnet ef database update -c PersistedGrantDbContext

Both are required even if you don't use SAML (schema must match).

4. Replace ICache with HybridCache

// ❌ Before (v7)
public class MyService
{
    private readonly ICache<MyData> _cache;
    public MyService(ICache<MyData> cache) => _cache = cache;

    public async Task<MyData> GetAsync(string key)
    {
        return await _cache.GetOrAddAsync(key,
            TimeSpan.FromMinutes(5),
            () => LoadFromDbAsync(key));
    }
}

// ✅ After (v8) — use Microsoft HybridCache
public class MyService
{
    private readonly HybridCache _cache;
    public MyService([FromKeyedServices("ConfigurationStoreCache")] HybridCache cache)
        => _cache = cache;

    public async Task<MyData> GetAsync(string key, CancellationToken ct)
    {
        return await _cache.GetOrCreateAsync(key,
            async token => await LoadFromDbAsync(key, token),
            new HybridCacheEntryOptions
            {
                Expiration = TimeSpan.FromMinutes(5)
            }, cancellationToken: ct);
    }
}

Key: use keyed service "ConfigurationStoreCache" (ServiceProviderKeys.ConfigurationStoreCache). CachingOptions.CacheLockTimeout is obsolete.

5. Replace IClock with TimeProvider

// ❌ Before (v7)
public class MyService
{
    private readonly IClock _clock;
    public MyService(IClock clock) => _clock = clock;
    public DateTime Now => _clock.UtcNow.UtcDateTime;
}

// ✅ After (v8)
public class MyService
{
    private readonly TimeProvider _timeProvider;
    public MyService(TimeProvider timeProvider) => _timeProvider = timeProvider;
    public DateTime Now => _timeProvider.GetUtcNow().UtcDateTime;
}

Note: GetUtcNow() (method) replaces UtcNow (property).

6. Add CancellationToken to All Async Interfaces

All store and service interfaces now require CancellationToken ct as the last parameter:

// ❌ Before (v7)
public Task<Client?> FindClientByIdAsync(string clientId)

// ✅ After (v8)
public Task<Client?> FindClientByIdAsync(string clientId, CancellationToken ct)

Affected interfaces include: IClientStore, IResourceStore, IPersistedGrantStore, IDeviceFlowStore, ICorsPolicyService, IProfileService, and all custom stores/services.

Also: ICancellationTokenProvider is removed entirely.

7. Add GetAllClientsAsync to IClientStore

// ✅ New required method
public IAsyncEnumerable<Client> GetAllClientsAsync(CancellationToken ct)

Used by Financial-Grade Security features and conformance reports.

8. Update Refresh Token Service

// ❌ Before (v7) — individual parameters
public Task<string> CreateRefreshTokenAsync(
    ClaimsPrincipal subject, Token accessToken, Client client)

// ✅ After (v8) — request objects
public Task<string> CreateRefreshTokenAsync(RefreshTokenCreationRequest request, CancellationToken ct)
public Task<string> UpdateRefreshTokenAsync(RefreshTokenUpdateRequest request, CancellationToken ct)

9. Remove IAuthorizationParametersMessageStore

// ❌ Removed in v8 — use PAR (Pushed Authorization Requests) instead
services.AddTransient<IAuthorizationParametersMessageStore, MyStore>();

// ✅ PAR is the replacement for passing large authorization parameters

10. Fix Return Type Changes

Nine interfaces changed IEnumerable<T> → IReadOnlyCollection<T>:

// ❌ Before
public Task<IEnumerable<ApiScope>> FindApiScopesByNameAsync(IEnumerable<string> scopeNames)

// ✅ After
public Task<IReadOnlyCollection<ApiScope>> FindApiScopesByNameAsync(
    IEnumerable<string> scopeNames, CancellationToken ct)

11. Fix DPoP Type Names

// ❌ Typo in v7
DPoPProofValidatonContext  → DPoPProofValidationContext
DPoPProofValidatonResult   → DPoPProofValidationResult

12. Update Licensing Code

// ❌ Before (v7)
var license = IdentityServerLicense.Current;
var edition = summary.LicenseEdition;

// ✅ After (v8)
var info = LicenseInformation.Current;  // from Duende.IdentityServer.Licensing
var skus = summary.EntitledSkus;        // collection replaces single edition

13. Update EF Identity Provider Store

// ❌ Before (v7)
public IdentityProviderStore(IServiceProvider sp, ConfigurationDbContext ctx)

// ✅ After (v8) — new required parameter
public IdentityProviderStore(
    IServiceProvider sp, ConfigurationDbContext ctx, IIdentityProviderFactory factory)

14. Rename AuthorizationError → InteractionError

// ❌ Before (v7)
if (result.Error == AuthorizationError.LoginRequired) { }

// ✅ After (v8)
if (result.Error == InteractionError.LoginRequired) { }

Values remain the same: AccessDenied, LoginRequired, InteractionRequired.

15. Rename DenyAuthorizationAsync → DenyAuthenticationAsync

// ❌ Before (v7)
await _interaction.DenyAuthorizationAsync(context, AuthorizationError.AccessDenied);

// ✅ After (v8) — now accepts IAuthenticationContext (protocol-agnostic for OIDC/SAML)
await _interaction.DenyAuthenticationAsync(context, InteractionError.AccessDenied);

16. Rename ProfileDataRequestContext.Client → .Application

// ❌ Before (v7)
var client = context.Client;

// ✅ After (v8)
var client = context.Application;

17. Update ITokenValidator.ValidateAccessTokenAsync

// ❌ Before (v7)
await _validator.ValidateAccessTokenAsync(token);

// ✅ After (v8) — new expectedScope parameter
await _validator.ValidateAccessTokenAsync(token, expectedScope: null, ct);

18. Relocate PreviewFeatureOptions

PreviewFeatureOptions and IdentityServerOptions.Preview are removed. Options relocated:

// ❌ Before (v7)
options.Preview.EnableDiscoveryDocumentCache = true;
options.Preview.DiscoveryDocumentCacheDuration = TimeSpan.FromMinutes(10);
options.Preview.StrictClientAssertionAudienceValidation = true;

// ✅ After (v8)
options.Discovery.EnableDiscoveryDocumentCache = true;
options.Discovery.DiscoveryDocumentCacheDuration = TimeSpan.FromMinutes(10);
options.StrictClientAssertionAudienceValidation = true;  // default changed to false!

Other Notable Changes

• NRT enabled: All assemblies use nullable reference types. Fix nullable warnings.
• HTTP 303: POST endpoint redirects now unconditionally use 303 (FAPI 2.0 compliance).
• PersistedGrantFilter.ClientIds/Types: Now non-nullable with empty collection defaults. Replace null checks with .Count > 0.
• IUserSession: Three new SAML session methods added (implement as no-op if not using SAML):
  • AddSamlSessionAsync, GetSamlSessionListAsync, RemoveSamlSessionAsync
• Log levels: Secret validation failures changed from Error to Debug — update alerting to watch for Warning-level entries at endpoint level instead.
• Device flow consent: "Remember My Decision" no longer offered — RememberConsent always false during device flow (RFC 8628 security).
• License key from IConfiguration: IdentityServer now reads license key automatically from Duende:IdentityServer:LicenseKey or Duende:LicenseKey in configuration.
• DPoPExtensions → DPoPServiceCollectionExtensions: Class renamed in JwtBearer package.
• Token cleanup performance: When no IOperationalStoreNotification registered, uses single ExecuteDeleteAsync call (automatic improvement, no action needed).
• Orphaned grants revoked on session overwrite: When server-side sessions enabled and session cookie reused by different user, previous user's grants are automatically revoked.

Migration Checklist

1. ☐ Update TFM to net10.0
2. ☐ Update all Duende.* packages to latest stable 8.x (check NuGet)
3. ☐ Run EF migrations (both ConfigurationDbContext and PersistedGrantDbContext)
4. ☐ Replace ICache<T> → keyed HybridCache
5. ☐ Replace IClock → TimeProvider
6. ☐ Add CancellationToken to all async store/service methods
7. ☐ Remove ICancellationTokenProvider references
8. ☐ Add GetAllClientsAsync to custom IClientStore (returns IAsyncEnumerable<Client>)
9. ☐ Update IRefreshTokenService implementations (request objects)
10. ☐ Remove IAuthorizationParametersMessageStore (use PAR)
11. ☐ Fix IEnumerable<T> → IReadOnlyCollection<T> return types
12. ☐ Fix DPoP type name typos
13. ☐ Update licensing references (IdentityServerLicense → LicenseInformation)
14. ☐ Rename AuthorizationError → InteractionError
15. ☐ Rename DenyAuthorizationAsync → DenyAuthenticationAsync
16. ☐ Rename ProfileDataRequestContext.Client → .Application
17. ☐ Update ITokenValidator.ValidateAccessTokenAsync calls (add expectedScope param)
18. ☐ Relocate PreviewFeatureOptions settings
19. ☐ Fix nullable reference type warnings
20. ☐ Test build and run

Common Pitfalls

1. Forgetting EF migration: Even without SAML, the schema must be updated or EF will throw at runtime.
2. HybridCache keyed service: Must use [FromKeyedServices("ConfigurationStoreCache")] — plain HybridCache injection gets a different instance.
3. CancellationToken propagation: Don't pass CancellationToken.None everywhere — propagate from the method parameter for proper request cancellation.
4. GetAllClientsAsync performance: Return all clients from your store; used rarely but must be implemented.
5. PAR migration: If you used IAuthorizationParametersMessageStore for large auth requests, switch clients to use PAR (require_pushed_authorization_requests).

Related Skills

• identityserver-configuration — IdentityServer host configuration and options
• identityserver-stores — Store implementation patterns (affected by CancellationToken changes)
• identityserver-saml — SAML 2.0 support (new in v8, requires EF migration)
• identityserver-usermanagement — User Management (new in v8)