C dlopen mini HOWTO

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C++ dlopen mini HOWTO
Aaron Isotton

2006-03-16
Revision History
Revision 1.10 2006-03-16 AI
Changed the license from the GFDL to the GPL. Fixed usage of dlerror; thanks to Carmelo Piccione. Using a virtual destructor in the example; thanks to Joerg Knobloch. Added Source Code section. Minor fixes.
Revision 1.03 2003-08-12 AI
Added reference to the GLib Dynamic Module Loader. Thanks to G. V. Sriraam for the pointer.
Revision 1.02 2002-12-08 AI
Added FAQ. Minor changes
Revision 1.01 2002-06-30 AI
Updated virtual destructor explanation. Minor changes.
Revision 1.00 2002-06-19 AI
Moved copyright and license section to the beginning. Added terms section. Minor changes.
Revision 0.97 2002-06-19 JYG
Entered minor grammar and sentence level changes.
Revision 0.96 2002-06-12 AI
Added bibliography. Corrected explanation of extern functions and variables.
Revision 0.95 2002-06-11 AI
Minor improvements.
Abstract
How to dynamically load C++ functions and classes using the dlopen API.
Table of Contents
IntroductionCopyright and LicenseDisclaimerCredits / ContributorsFeedbackTerms Used in this Document
The ProblemName ManglingClasses
The Solutionextern "C"Loading FunctionsLoading Classes
Source CodeFrequently Asked QuestionsSee AlsoBibliography
Introduction
A question which frequently arises among Unix C++ programmers is how to load C++ functions and classes dynamically using the dlopen API.
In fact, that is not always simple and needs some explanation. That's what this mini HOWTO does.
An average understanding of the C and C++ programming language and of the dlopen API is necessary to understand this document.
This HOWTO's master location ishttp://www.isotton.com/howtos/C++-dlopen-mini-HOWTO/.
Copyright and License
This document, C++ dlopen mini HOWTO, is copyrighted (c) 2002-2006 by Aaron Isotton. Permission is granted to copy, distribute and/or modify this document under the terms of the GNU General Public License, Version 2, as published by the Free Software Foundation.
Disclaimer
No liability for the contents of this document can be accepted. Use the concepts, examples and information at your own risk. There may be errors and inaccuracies, that could be damaging to your system. Proceed with caution, and although this is highly unlikely, the author(s) do not take any responsibility.
All copyrights are held by their by their respective owners, unless specifically noted otherwise. Use of a term in this document should not be regarded as affecting the validity of any trademark or service mark. Naming of particular products or brands should not be seen as endorsements.
Credits / Contributors
In this document, I have the pleasure of acknowledging (in alphabetic order):
Joy Y Goodreau for her editing.
D. Stimitis for pointing out a few issues with the formatting and the name mangling, as well as pointing out a few subtleties of extern "C".
Many unnamed others pointing out errors or giving tips to improve this howto. You know who you are!
Feedback
Feedback is most certainly welcome for this document. Send your additions, comments and criticisms to the following email address: .
Terms Used in this Document
dlopen API
The dlclose, dlerror, dlopen and dlsym functions as described in the dlopen(3) man page.
Notice that we use “dlopen” to refer to the individual dlopen function, and “dlopen API” to refer to the entire API.
The Problem
At some time you might have to load a library (and use its functions) at runtime; this happens most often when you are writing some kind of plug-in or module architecture for your program.
In the C language, loading a library is very simple (calling dlopen, dlsym and dlclose is enough), with C++ this is a bit more complicated. The difficulties of loading a C++ library dynamically are partially due toname mangling, and partially due to the fact that the dlopen API was written with C in mind, thus not offering a suitable way to load classes.
Before explaining how to load libraries in C++, let's better analyze the problem by looking at name mangling in more detail. I recommend you read the explanation of name mangling, even if you're not interested in it because it will help you understanding why problems occur and how to solve them.
Name Mangling
In every C++ program (or library, or object file), all non-static functions are represented in the binary file as symbols. These symbols are special text strings that uniquely identify a function in the program, library, or object file.
In C, the symbol name is the same as the function name: the symbol of strcpy will be strcpy, and so on. This is possible because in C no two non-static functions can have the same name.
Because C++ allows overloading (different functions with the same name but different arguments) and has many features C does not — like classes, member functions, exception specifications — it is not possible to simply use the function name as the symbol name. To solve that, C++ uses so-called name mangling, which transforms the function name and all the necessary information (like the number and size of the arguments) into some weird-looking string which only the compiler knows about. The mangled name of foo might look like foo@4%6^, for example. Or it might not even contain the word “foo”.
One of the problems with name mangling is that the C++ standard (currently [ISO14882]) does not define how names have to be mangled; thus every compiler mangles names in its own way. Some compilers even change their name mangling algorithm between different versions (notably g++ 2.x and 3.x). Even if you worked out how your particular compiler mangles names (and would thus be able to load functions via dlsym), this would most probably work with your compiler only, and might already be broken with the next version.
Classes
Another problem with the dlopen API is the fact that it only supports loading functions. But in C++ a library often exposes a class which you would like to use in your program. Obviously, to use that class you need to create an instance of it, but that cannot be easily done.
The Solution
extern "C"
C++ has a special keyword to declare a function with C bindings: extern "C". A function declared as extern "C" uses the function name as symbol name, just as a C function. For that reason, only non-member functions can be declared as extern "C", and they cannot be overloaded.
Although there are severe limitations, extern "C" functions are very useful because they can be dynamically loaded using dlopen just like a C function.
This does not mean that functions qualified as extern "C" cannot contain C++ code. Such a function is a full-featured C++ function which can use C++ features and take any type of argument.
Loading Functions
In C++ functions are loaded just like in C, with dlsym. The functions you want to load must be qualified as extern "C" to avoid the symbol name being mangled.
Example 1. Loading a Function
main.cpp:
#include #include int main() {using std::cout;using std::cerr;cout << "C++ dlopen demo\n\n";// open the librarycout << "Opening hello.so...\n";void* handle = dlopen("./hello.so", RTLD_LAZY);if (!handle) {cerr << "Cannot open library: " << dlerror() << '\n';return 1;}// load the symbolcout << "Loading symbol hello...\n";typedef void (*hello_t)();// reset errorsdlerror();hello_t hello = (hello_t) dlsym(handle, "hello");const char *dlsym_error = dlerror();if (dlsym_error) {cerr << "Cannot load symbol 'hello': " << dlsym_error <<'\n';dlclose(handle);return 1;}// use it to do the calculationcout << "Calling hello...\n";hello();// close the librarycout << "Closing library...\n";dlclose(handle);}
hello.cpp:
#include extern "C" void hello() {std::cout << "hello" << '\n';}
The function hello is defined in hello.cppas extern "C"; it is loaded in main.cpp with the dlsym call. The function must be qualified as extern "C" because otherwise we wouldn't know its symbol name.
Warning
There are two different forms of the extern "C" declaration: extern "C" as used above, and extern "C" { … } with the declarations between the braces. The first (inline) form is a declaration with extern linkage and with C language linkage; the second only affects language linkage. The following two declarations are thus equivalent:
extern "C" int foo;extern "C" void bar();
and
extern "C" {extern int foo;extern void bar();}
As there is no difference between an extern and a non-extern function declaration, this is no problem as long as you are not declaring any variables. If you declare variables, keep in mind that
extern "C" int foo;
and
extern "C" {int foo;}
are not the same thing.
For further clarifications, refer to [ISO14882], 7.5, with special attention to paragraph 7, or to [STR2000], paragraph 9.2.4.
Before doing fancy things with extern variables, peruse the documents listed in thesee also section.
Loading Classes
Loading classes is a bit more difficult because we need an instance of a class, not just a pointer to a function.
We cannot create the instance of the class using new because the class is not defined in the executable, and because (under some circumstances) we don't even know its name.
The solution is achieved through polymorphism. We define a base, interface class with virtual members in the executable, and a derived, implementation class in the module. Generally the interface class is abstract (a class is abstract if it has pure virtual functions).
As dynamic loading of classes is generally used for plug-ins — which must expose a clearly defined interface — we would have had to define an interface and derived implementation classes anyway.
Next, while still in the module, we define two additional helper functions, known as class factory functions. One of these functions creates an instance of the class and returns a pointer to it. The other function takes a pointer to a class created by the factory and destroys it. These two functions are qualified as extern "C".
To use the class from the module, load the two factory functions using dlsym justas we loaded the the hello function; then, we can create and destroy as many instances as we wish.
Example 2. Loading a Class
Here we use a generic polygon class as interface and the derived class triangle as implementation.
main.cpp:
#include "polygon.hpp"#include #include int main() {using std::cout;using std::cerr;// load the triangle libraryvoid* triangle = dlopen("./triangle.so", RTLD_LAZY);if (!triangle) {cerr << "Cannot load library: " << dlerror() << '\n';return 1;}// reset errorsdlerror();// load the symbolscreate_t* create_triangle = (create_t*) dlsym(triangle, "create");const char* dlsym_error = dlerror();if (dlsym_error) {cerr << "Cannot load symbol create: " << dlsym_error << '\n';return 1;}destroy_t* destroy_triangle = (destroy_t*) dlsym(triangle, "destroy");dlsym_error = dlerror();if (dlsym_error) {cerr << "Cannot load symbol destroy: " << dlsym_error << '\n';return 1;}// create an instance of the classpolygon* poly = create_triangle();// use the classpoly->set_side_length(7);cout << "The area is: " << poly->area() << '\n';// destroy the classdestroy_triangle(poly);// unload the triangle librarydlclose(triangle);}
polygon.hpp:
#ifndef POLYGON_HPP#define POLYGON_HPPclass polygon {protected:double side_length_;public:polygon(): side_length_(0) {}virtual ~polygon() {}void set_side_length(double side_length) {side_length_ = side_length;}virtual double area() const = 0;};// the types of the class factoriestypedef polygon* create_t();typedef void destroy_t(polygon*);#endif
triangle.cpp:
#include "polygon.hpp"#include class triangle : public polygon {public:virtual double area() const {return side_length_ * side_length_ * sqrt(3) / 2;}};// the class factoriesextern "C" polygon* create() {return new triangle;}extern "C" void destroy(polygon* p) {delete p;}
There are a few things to note when loading classes:
You must provide both a creation and a destruction function; you must not destroy the instances using delete from inside the executable, but always pass it back to the module. This is due to the fact that in C++ the operators new and delete may be overloaded; this would cause a non-matching new and delete to be called, which could cause anything from nothing to memory leaks and segmentation faults. The same is true if different standard libraries are used to link the module and the executable.
The destructor of the interface class should be virtual in any case. There might be very rare cases where that would not be necessary, but it is not worth the risk, because the additional overhead can generally be ignored.
If your base class needs no destructor, define an empty (and virtual) one anyway; otherwise you will have problems sooner or later; I can guarantee you that. You can read more about this problem in the comp.lang.c++ FAQ athttp://www.parashift.com/c++-faq-lite/, in section 20.
Source Code
You can download all the source code presented in this howto as an archive:examples.tar.gz.
Frequently Asked Questions
1.I'm using Windows and I can't find the dlfcn.h header file! What's the problem?2.Is there some kind of dlopen-compatible wrapper for the Windows LoadLibrary API?
1.
I'm using Windows and I can't find the dlfcn.h header file! What's the problem?
The problem is that Windows doesn't have the dlopen API, and thus there is no dlfcn.h header. There is a similar API around the LoadLibrary function, and most of what is written here applies to it, too. Please refer to theMicrosoft Developer Network Website for more information.
2.
Is there some kind of dlopen-compatible wrapper for the Windows LoadLibrary API?
I don't know of any, and I don't think there'll ever be one supporting all of dlopen's options.
There are alternatives though: libtltdl (a part of libtool), which wraps a variety of different dynamic loading APIs, among others dlopen and LoadLibrary. Another one is theDynamic Module Loading functionality of GLib. You can use one of these to ensure better possible cross-platform compatibility. I've never used any of them, so I can't tell you how stable they are and whether they really work.
You should also read section 4, “Dynamically Loaded (DL) Libraries”, of theProgram Library HOWTO for more techniques to load libraries and create classes independently of your platform.
See Also
The dlopen(3) man page. It explains the purpose and the use of the dlopen API.
The articleDynamic Class Loading for C++ on Linux by James Norton published on theLinux Journal.
Your favorite C++ reference about extern "C", inheritance, virtual functions, new and delete. I recommend [STR2000].
[ISO14882]
TheProgram Library HOWTO, which tells you most things you'll ever need about static, shared and dynamically loaded libraries and how to create them. Highly recommended.
TheLinux GCC HOWTO to learn more about how to create libraries with GCC.
Bibliography
[ISO14482] ISO/IEC 14482-1998 — The C++ Programming Language. Available as PDF and as printed book fromhttp://webstore.ansi.org/.
[STR2000] StroustrupBjarne The C++ Programming Language, Special Edition. ISBN 0-201-70073-5. Addison-Wesley.