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Add section on interpreter paths
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Draft section based on notes from Brett Viren on the use case of scripts with shebang
lines. Use, as per notes, Python as the main example.
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drbenmorgan committed May 18, 2018
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64 changes: 59 additions & 5 deletions RelocatableSoftware/README.md
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Expand Up @@ -112,8 +112,8 @@ compatibility are helpful for simplifying binary packaging and deployment.
- Ensures software can be used by as wide a range of upstream clients as possible
- Nevertheless, can be tricky for [languages like C++](https://community.kde.org/Policies/Binary_Compatibility_Issues_With_C%2B%2B)
- There [are tools to help check compatibility](https://fedoraproject.org/wiki/How_to_check_for_ABI_changes_in_a_package) at least for ELF, but needs a more thorough survey.
- Program for multiple versions of any dependencies (assumes they have good API/ABI versioning!!)
- Dependecies should provide a versioning header [as per HSF (draft) guidelines](https://github.com/HEP-SF/documents/blob/master/HSF-TN/draft-2016-PROJ/draft-HSF-TN-2016-PROJ.md)
- Program for compatibility with multiple versions of any dependencies
- Dependencies should provide a versioning header [as per HSF (draft) guidelines](https://github.com/HEP-SF/documents/blob/master/HSF-TN/draft-2016-PROJ/draft-HSF-TN-2016-PROJ.md)
- Hide dependencies as implementation details as far as possible.
- Consider versioned symbols and/or inlined namespaces?
- Building binaries
Expand Down Expand Up @@ -264,6 +264,49 @@ hard-coding or use of standard environment variables. On UNIX, these could inclu
- `/var`
- `/tmp` or `TMPDIR`
(Re)Locating the Interpreter for Programs
=========================================
Programs implemented using intepreted languages such as Python are usually written as scripts using (on Unix platforms)
a ["shebang"](https://en.wikipedia.org/wiki/Shebang_(Unix)) on the first line to define the interpreter program to pass the remainder of the script to. For example, a Python "hello world" program might be written as
```Python
#!/usr/bin/python
print("hello world")
```

This hard codes the system interpreter into the program and whilst this program is relocatable (assuming a valid system
Python install), it cannot be used with any other interpreter. Typical HEP software stacks install, and require use of,
their own interpreters, whose paths may also end up hard coded into scripts:

```Python
#!/custom/stack/root/python/2.7/bin/python

print("hello world")
```

The resulting stack is then not relocatable as the interpreter path will not exist after relocation.

Rather than hard coding system or custom interpreter paths, script authors should prefer the use of the
[`env`](http://pubs.opengroup.org/onlinepubs/9699919799/utilities/env.html) program as the shebang, e.g.

```Python
#!/usr/bin/env python

print("hello world")
```

Use of `env` makes the program relocatble, but defers location of the interpreter to the `PATH` environment variable,
and consequently the configuration management system for the software stack. Whilst package authors should prefer
usage of the `env` pattern, software stack managers can also consider rewriting the shebang line during install
and on any relocation to the absolute path of the required interpreter. As it is plain text, simple regular expression
replacement can be used, but the chosen packaging system must support this, and care must be taken
if the resultant stack is to be deployed over network file systems (and hence unknown mount points).

**TODO?** Binaries *also* have an interpreter (on Linux, `ld-linux.so`, On macOS, `dyld`). These are also hardcoded,
though can be changed with, e.g., `patchelf` for ELF binaries.


(Re)Locating Dynamic Libraries
==============================
A non-trivial package will usually be partioned into a main
Expand Down Expand Up @@ -315,8 +358,15 @@ dependencies. At install time, rpaths are usually stripped, unless
configured otherwise.


Scripting/Development Support Tools
===================================
(Re)Locating Language Modules
=============================
**TODO** How to handle module lookup, e.g. `PYTHONPATH` for Python (other languages?). Things that package authors can do.
Things that the packaging system should do (inc. any packaging system provided by the language, e.g. `pip`, `virtualenv`).
Things best left to configuration management.


Development Tools
=================
CMake
-----
To support use of a Project by a CMake based client project, scripts for
Expand Down Expand Up @@ -382,7 +432,6 @@ Relocatability with External Dependencies
What happens to relocatability when we have two packages with a dependency?
For example `Foo` and `Bar`, with `Foo` linking to `libbar` from `Bar`.


1. Can move `Foo` if its `RPATH` contains absolute path to `libbar`.
2. Cannot move `Bar` without updating `Foo`'s RPATH or using/updating dynamic
loader paths
Expand Down Expand Up @@ -432,6 +481,11 @@ paths, so can only really be handled by a package manager system and would
not work for deploying software over network file systems where final
mount points are not guaranteed to be identical.

Interpreter Paths
-----------------
Shebangs are plain text, so are straightforward to patch directly using regular expression
find/replace directly, or via tooling at build or install time.

Library RPATHs
--------------
1. RPATHs can be changed at install time by the packaging system/tools (`patchelf`, `otool`, `install_name_tool` etc)
Expand Down

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