In computer programming, a self-relocating program is a program that relocates its own address-dependent instructions and data when run, and is therefore capable of being loaded into memory at any address. In many cases, self-relocating code is also a form of self-modifying code.
Self-relocation is similar to the relocation process employed by the linker-loader when a program is copied from external storage into main memory; the difference is that it is the loaded program itself rather than the loader in the operating system or shell that performs the relocation.
Self-relocation occurs when a program copies the code of its instructions from one sequence of locations to another sequence of locations within then main memory of a single computer, and then transfers processor control from the instructions found at the source locations of memory, to the instructions found at the destination locations of memory. As such, the data operated upon by the algorithm of the program is the sequence of bytes which define the program.
Self-relocation typically happens at load-time (after the operating system has loaded the software and passed control to it, but still before its initialization has finished), sometimes also when changing the program's configuration at a later stage during runtime.
As an example, self-relocation is often employed in the early stages of bootstrapping operating systems on architectures like IBM PC compatibles, where lower-level chain boot loaders (like the Master Bootstrap Record (MBR), Volume Boot Record (VBR) and initial boot stages of operating systems such as DOS) move themselves out of place in order to load the next stage into memory.
x86 DOS drivers
Under DOS, self-relocation is sometimes also used by more advanced drivers and RSX/TSRs loading themselves "high" into upper memory more effectively than possible for externally provided "high"-loaders (like LOADHIGH/HILOAD, INSTALLHIGH/HIINSTALL or DEVICEHIGH/HIDEVICE etc. since DOS 5) in order to maximize the memory available for applications. This is down to the fact that the operating system has no knowledge of the inner workings of a driver to be loaded and thus has to load it into a free memory area large enough to hold the whole driver as a block including its initialization code, even if that would be freed after the initialization. For TSRs, the operating system also has to allocate a Program Segment Prefix (PSP) and an environment segment. This might cause the driver not to be loaded into the most suitable free memory area or even prevent it from being loaded high at all. In contrast to this, a self-relocating driver can be loaded anywhere (including into conventional memory) and then relocate only its (typically much smaller) resident portion into a suitable free memory area in upper memory. In addition, advanced self-relocating TSRs (even if already loaded into upper memory by the operating system) can relocate over most of their own PSP segment and command line buffer and free their environment segment in order to further reduce the resulting memory footprint and avoid fragmentation. Some self-relocating TSRs can also dynamically change their "nature" and morph into device drivers even if originally loaded as TSRs, thereby typically also freeing some memory. Finally, it is technically impossible for an external loader to relocate drivers into expanded memory (EMS), the high memory area (HMA) or extended memory (via DPMS or CLOAKING), because these methods require small driver-specific stubs to remain in conventional or upper memory in order to coordinate the access to the relocation target area,[nb 1][nb 2] and in the case of device drivers also because the driver's header must always remain in the first megabyte. In order to achieve this, the drivers must be specially designed to support self-relocation into these areas.
IBM DOS/360 programs
IBM DOS/360 did not have the ability to relocate programs during loading. Sometimes multiple versions of a program were maintained, each built for a different load address. A special class of programs, called self-relocating programs, were coded to relocate themselves after loading. IBM OS/360 relocated executable programs when they were loaded into memory. Only one copy of the program was required, but once loaded the program could not be moved (so called one-time position-independent code).
As an extreme example of (many-time) self-relocation it is possible to construct a computer program so that it does not stay at a fixed address in memory, even as it executes. The Apple Worm is a dynamic self-relocator.
- Dynamic dead code elimination
- RPLOADER - a DR-DOS API to assist remote/network boot code in relocating itself while DOS boots
- Garbage collection
- An exception to the requirement for a stub is when expanded memory is converted into permanent upper memory by the memory manager via EMSUMB, and thus it is effectively accessed as upper memory, not via EMS.
- There are two exceptions to the stub requirement for a driver to load into the HMA. A stub is not necessary when high memory is permanently enabled on machines without gate A20 logic, however, as this condition isn't met in general, generic DOS drivers cannot take advantage of it. Otherwise, a stub is also not necessary under DR DOS 6.0 and higher, when resident system extensions (like SHARE and NLSFUNC) only hook the multiplex interrupt INT 2Fh, because they can then utilize a backdoor interface to hook into the interrupt chain in kernel space so that the kernel's gate A20 handler will provide the functionality of the stub. Still, the driver has to perform self-relocation in order to function correctly in the HMA.
- Dhamdhere, Dhananjay M. (1999). Systems Programming and Operating Systems. New Delhi: Tata McGraw-Hill Education. p. 232. ISBN 0-07463579-4. ISBN 978-0-07463579-7. Retrieved 2011-11-08.
- Paul, Matthias; Frinke, Axel C. (1997-10-13) , FreeKEYB - Enhanced DOS keyboard and console driver (User Manual) (6.5 ed.) (NB. FreeKEYB is a Unicode-based dynamically configurable driver supporting most keyboard layouts, code pages, and country codes. Utilizing an off-the-shelf macro assembler as well as a framework of automatic pre- and post-processing analysis tools to generate dependency and code morphing meta data to be embedded into the executable file alongside the binary code and a self-discarding, relaxing and relocating loader, the driver supports to be variously loaded and install itself as TSR or device driver and it implements advanced self-relocation techniques (including into normal DOS memory, UMBs, unused video memory, or raw memory also utilizing program segment prefix overloading and environment segment recombination) and byte-level granular dynamic dead code elimination at load-time as well as self-modifying code and reconfigurability at run-time to minimize its memory footprint depending on the hardware, operating system and driver configuration as well as the selected feature set and locale.)
- Paul, Matthias; Frinke, Axel C. (2006-01-16), FreeKEYB - Advanced international DOS keyboard and console driver (User Manual) (7 (preliminary) ed.)
- "Chapter 10 Managing Memory". DR-DOS 7.02 User Guide. Caldera, Inc. 1998. Archived from the original on 2017-08-30. Retrieved 2017-08-30.
- Paul, Matthias (2002-02-02). "Treiber dynamisch nachladen" [Loading drivers dynamically]. de.comp.os.msdos (in German). Archived from the original on 2017-09-09. Retrieved 2017-07-02. (NB. Gives an overview on load-high methods under DOS, including the usage of LOADHIGH etc. commands and self-relocating methods into UMBs utilizing the XMSUMB API. It also discusses more sophisticated methods necessary for TSRs to relocate into the HMA utilizing intra-segment offset relocation.)
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- Kildall, Gary Arlen (February 1978). "A simple technique for static relocation of absolute machine code". Dr. Dobb's Journal (DDJ). 3 (2): 10-13. #22. Archived from the original on 2017-09-09. Retrieved 2017-08-19.   (This "resize" method, named page boundary relocation, could be applied to a CP/M-80 disk image using MOVCPM in order to maximize the TPA for programs to run. It was also utilized by the CP/M debugger Dynamic Debugging Tool (DDT). The same approach was independently developed by Bruce Van Natta of IMS Associates to produce relocatable PL/M code. Another variant of this method was later utilized by HMA self-relocating TSRs like KEYB, SHARE, and NLSFUNC under DR DOS 6.0 and higher. A much more sophisticated method based on a somewhat similar approach was independently conceived and implemented by Matthias Paul and Axel C. Frinke for their dynamic dead-code elimination to dynamically minimize the runtime footprint of resident drivers and TSRs (like FreeKEYB).)
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