Aaron Isotton

aaron@isotton.com

2002-06-30 $Id: C++-dlopen.xml,v 1.2 2002/12/14 01:30:07 gferg Exp $ 1.02 2002-12-08 AI Added FAQ. Minor changes 1.01 2002-06-30 AI Updated virtual destructor explanation. Minor changes. 1.00 2002-06-19 AI Moved copyright and license section to the beginning. Added terms section. Minor changes. 0.97 2002-06-19 JYG Entered minor grammar and sentence level changes. 0.96 2002-06-12 AI Added bibliography. Corrected explanation of extern functions and variables. 0.95 2002-06-11 AI Minor improvements. How to dynamically load C++ functions and classes using the dlopen API. 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 is . This document, C++ dlopen mini HOWTO, is copyrighted (c) 2002 by Aaron Isotton. Permission is granted to copy, distribute and/or modify this document under the terms of the GNU Free Documentation License, Version 1.1 or any later version published by the Free Software Foundation; with no Invariant Sections, with no Front-Cover Texts, and with no Back-Cover Texts. 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. In this document, I have the pleasure of acknowledging (in alphabetic order): Joy Y Goodreau joyg (at) us.ibm.com for her editing. D. Stimitis stimitis (at) idcomm.com for pointing out a few issues with the formatting and the name mangling, as well as pointing out a few subtleties of extern "C". Feedback is most certainly welcome for this document. Send your additions, comments and criticisms to the following email address: aaron@isotton.com. 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. 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 to name 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. 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 ent like classes, member functions, exception specifications ent 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. 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. 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. 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. main.cpp: #include int main() { using std::cout; using std::cerr; cout << "C++ dlopen demo\n\n"; // open the library cout << "Opening hello.so...\n"; void* handle = dlopen("./hello.so", RTLD_LAZY); if (!handle) { cerr << "Cannot open library: " << dlerror() << '\n'; return 1; } // load the symbol cout << "Loading symbol hello...\n"; typedef void (*hello_t)(); hello_t hello = (hello_t) dlsym(handle, "hello"); if (!hello) { cerr << "Cannot load symbol 'hello': " << dlerror() << '\n'; dlclose(handle); return 1; } // use it to do the calculation cout << "Calling hello...\n"; hello(); // close the library cout << "Closing library...\n"; dlclose(handle); } ]]> hello.cpp: 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. There are two different forms of the extern "C" declaration: extern "C" as used above, and extern "C" { ent } 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 the see also section. 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 ent which must expose a clearly defined interface ent 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 just as we loaded the the hello function; then, we can create and destroy as many instances as we wish. Here we use a generic polygon class as interface and the derived class triangle as implementation. main.cpp: #include int main() { using std::cout; using std::cerr; // load the triangle library void* triangle = dlopen("./triangle.so", RTLD_LAZY); if (!triangle) { cerr << "Cannot load library: " << dlerror() << '\n'; return 1; } // load the symbols create_t* create_triangle = (create_t*) dlsym(triangle, "create"); destroy_t* destroy_triangle = (destroy_t*) dlsym(triangle, "destroy"); if (!create_triangle || !destroy_triangle) { cerr << "Cannot load symbols: " << dlerror() << '\n'; return 1; } // create an instance of the class polygon* poly = create_triangle(); // use the class poly->set_side_length(7); cout << "The area is: " << poly->area() << '\n'; // destroy the class destroy_triangle(poly); // unload the triangle library dlclose(triangle); } ]]> polygon.hpp: triangle.cpp: class triangle : public polygon { public: virtual double area() const { return side_length_ * side_length_ * sqrt(3) / 2; } }; // the class factories extern "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 at , in section 20. I'm using Windows and I can't find the dlfcn.h header file on my PC! What's the problem? The problem is, as usual, Windows. There is no dlfcn.h header on Windows,and there is no dlopen API. There is a similar API around the LoadLibrary function, and most of what is written here applies to it, too. Refer to the Win32 Platform SDK documentation or have a look at MSDN. Is there some kind of dlopen-compatible wrapper for the Windows LoadLibrary API? I don't know, and honestly I don't care. If you know of something, feel free mailing me and I'll eventually put it here. The dlopen(3) man page. It explains the purpose and the use of the dlopen API. The article Dynamic Class Loading for C++ on Linux by James Norton published on the Linux Journal. Your favorite C++ reference about extern "C", inheritance, virtual functions, new and delete. I recommend STR2000. ISO14882 The Program 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. The Linux GCC HOWTO to learn more about how to create libraries with GCC. ISO14482 . Available as PDF and as printed book from . STR2000 Stroustrup, Bjarne. , Special Edition. ISBN 0-201-70073-5. Addison-Wesley.