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1.. _socket-howto:
2
3****************************
4  Socket Programming HOWTO
5****************************
6
7:Author: Gordon McMillan
8
9
10.. topic:: Abstract
11
12   Sockets are used nearly everywhere, but are one of the most severely
13   misunderstood technologies around. This is a 10,000 foot overview of sockets.
14   It's not really a tutorial - you'll still have work to do in getting things
15   operational. It doesn't cover the fine points (and there are a lot of them), but
16   I hope it will give you enough background to begin using them decently.
17
18
19Sockets
20=======
21
22I'm only going to talk about INET (i.e. IPv4) sockets, but they account for at least 99% of
23the sockets in use. And I'll only talk about STREAM (i.e. TCP) sockets - unless you really
24know what you're doing (in which case this HOWTO isn't for you!), you'll get
25better behavior and performance from a STREAM socket than anything else. I will
26try to clear up the mystery of what a socket is, as well as some hints on how to
27work with blocking and non-blocking sockets. But I'll start by talking about
28blocking sockets. You'll need to know how they work before dealing with
29non-blocking sockets.
30
31Part of the trouble with understanding these things is that "socket" can mean a
32number of subtly different things, depending on context. So first, let's make a
33distinction between a "client" socket - an endpoint of a conversation, and a
34"server" socket, which is more like a switchboard operator. The client
35application (your browser, for example) uses "client" sockets exclusively; the
36web server it's talking to uses both "server" sockets and "client" sockets.
37
38
39History
40-------
41
42Of the various forms of :abbr:`IPC (Inter Process Communication)`,
43sockets are by far the most popular.  On any given platform, there are
44likely to be other forms of IPC that are faster, but for
45cross-platform communication, sockets are about the only game in town.
46
47They were invented in Berkeley as part of the BSD flavor of Unix. They spread
48like wildfire with the internet. With good reason --- the combination of sockets
49with INET makes talking to arbitrary machines around the world unbelievably easy
50(at least compared to other schemes).
51
52
53Creating a Socket
54=================
55
56Roughly speaking, when you clicked on the link that brought you to this page,
57your browser did something like the following::
58
59   # create an INET, STREAMing socket
60   s = socket.socket(socket.AF_INET, socket.SOCK_STREAM)
61   # now connect to the web server on port 80 - the normal http port
62   s.connect(("www.python.org", 80))
63
64When the ``connect`` completes, the socket ``s`` can be used to send
65in a request for the text of the page. The same socket will read the
66reply, and then be destroyed. That's right, destroyed. Client sockets
67are normally only used for one exchange (or a small set of sequential
68exchanges).
69
70What happens in the web server is a bit more complex. First, the web server
71creates a "server socket"::
72
73   # create an INET, STREAMing socket
74   serversocket = socket.socket(socket.AF_INET, socket.SOCK_STREAM)
75   # bind the socket to a public host, and a well-known port
76   serversocket.bind((socket.gethostname(), 80))
77   # become a server socket
78   serversocket.listen(5)
79
80A couple things to notice: we used ``socket.gethostname()`` so that the socket
81would be visible to the outside world.  If we had used ``s.bind(('localhost',
8280))`` or ``s.bind(('127.0.0.1', 80))`` we would still have a "server" socket,
83but one that was only visible within the same machine.  ``s.bind(('', 80))``
84specifies that the socket is reachable by any address the machine happens to
85have.
86
87A second thing to note: low number ports are usually reserved for "well known"
88services (HTTP, SNMP etc). If you're playing around, use a nice high number (4
89digits).
90
91Finally, the argument to ``listen`` tells the socket library that we want it to
92queue up as many as 5 connect requests (the normal max) before refusing outside
93connections. If the rest of the code is written properly, that should be plenty.
94
95Now that we have a "server" socket, listening on port 80, we can enter the
96mainloop of the web server::
97
98   while True:
99       # accept connections from outside
100       (clientsocket, address) = serversocket.accept()
101       # now do something with the clientsocket
102       # in this case, we'll pretend this is a threaded server
103       ct = client_thread(clientsocket)
104       ct.run()
105
106There's actually 3 general ways in which this loop could work - dispatching a
107thread to handle ``clientsocket``, create a new process to handle
108``clientsocket``, or restructure this app to use non-blocking sockets, and
109multiplex between our "server" socket and any active ``clientsocket``\ s using
110``select``. More about that later. The important thing to understand now is
111this: this is *all* a "server" socket does. It doesn't send any data. It doesn't
112receive any data. It just produces "client" sockets. Each ``clientsocket`` is
113created in response to some *other* "client" socket doing a ``connect()`` to the
114host and port we're bound to. As soon as we've created that ``clientsocket``, we
115go back to listening for more connections. The two "clients" are free to chat it
116up - they are using some dynamically allocated port which will be recycled when
117the conversation ends.
118
119
120IPC
121---
122
123If you need fast IPC between two processes on one machine, you should look into
124pipes or shared memory.  If you do decide to use AF_INET sockets, bind the
125"server" socket to ``'localhost'``. On most platforms, this will take a
126shortcut around a couple of layers of network code and be quite a bit faster.
127
128.. seealso::
129   The :mod:`multiprocessing` integrates cross-platform IPC into a higher-level
130   API.
131
132
133Using a Socket
134==============
135
136The first thing to note, is that the web browser's "client" socket and the web
137server's "client" socket are identical beasts. That is, this is a "peer to peer"
138conversation. Or to put it another way, *as the designer, you will have to
139decide what the rules of etiquette are for a conversation*. Normally, the
140``connect``\ ing socket starts the conversation, by sending in a request, or
141perhaps a signon. But that's a design decision - it's not a rule of sockets.
142
143Now there are two sets of verbs to use for communication. You can use ``send``
144and ``recv``, or you can transform your client socket into a file-like beast and
145use ``read`` and ``write``. The latter is the way Java presents its sockets.
146I'm not going to talk about it here, except to warn you that you need to use
147``flush`` on sockets. These are buffered "files", and a common mistake is to
148``write`` something, and then ``read`` for a reply. Without a ``flush`` in
149there, you may wait forever for the reply, because the request may still be in
150your output buffer.
151
152Now we come to the major stumbling block of sockets - ``send`` and ``recv`` operate
153on the network buffers. They do not necessarily handle all the bytes you hand
154them (or expect from them), because their major focus is handling the network
155buffers. In general, they return when the associated network buffers have been
156filled (``send``) or emptied (``recv``). They then tell you how many bytes they
157handled. It is *your* responsibility to call them again until your message has
158been completely dealt with.
159
160When a ``recv`` returns 0 bytes, it means the other side has closed (or is in
161the process of closing) the connection.  You will not receive any more data on
162this connection. Ever.  You may be able to send data successfully; I'll talk
163more about this later.
164
165A protocol like HTTP uses a socket for only one transfer. The client sends a
166request, then reads a reply.  That's it. The socket is discarded. This means that
167a client can detect the end of the reply by receiving 0 bytes.
168
169But if you plan to reuse your socket for further transfers, you need to realize
170that *there is no* :abbr:`EOT (End of Transfer)` *on a socket.* I repeat: if a socket
171``send`` or ``recv`` returns after handling 0 bytes, the connection has been
172broken.  If the connection has *not* been broken, you may wait on a ``recv``
173forever, because the socket will *not* tell you that there's nothing more to
174read (for now).  Now if you think about that a bit, you'll come to realize a
175fundamental truth of sockets: *messages must either be fixed length* (yuck), *or
176be delimited* (shrug), *or indicate how long they are* (much better), *or end by
177shutting down the connection*. The choice is entirely yours, (but some ways are
178righter than others).
179
180Assuming you don't want to end the connection, the simplest solution is a fixed
181length message::
182
183   class MySocket:
184       """demonstration class only
185         - coded for clarity, not efficiency
186       """
187
188       def __init__(self, sock=None):
189           if sock is None:
190               self.sock = socket.socket(
191                               socket.AF_INET, socket.SOCK_STREAM)
192           else:
193               self.sock = sock
194
195       def connect(self, host, port):
196           self.sock.connect((host, port))
197
198       def mysend(self, msg):
199           totalsent = 0
200           while totalsent < MSGLEN:
201               sent = self.sock.send(msg[totalsent:])
202               if sent == 0:
203                   raise RuntimeError("socket connection broken")
204               totalsent = totalsent + sent
205
206       def myreceive(self):
207           chunks = []
208           bytes_recd = 0
209           while bytes_recd < MSGLEN:
210               chunk = self.sock.recv(min(MSGLEN - bytes_recd, 2048))
211               if chunk == b'':
212                   raise RuntimeError("socket connection broken")
213               chunks.append(chunk)
214               bytes_recd = bytes_recd + len(chunk)
215           return b''.join(chunks)
216
217The sending code here is usable for almost any messaging scheme - in Python you
218send strings, and you can use ``len()`` to determine its length (even if it has
219embedded ``\0`` characters). It's mostly the receiving code that gets more
220complex. (And in C, it's not much worse, except you can't use ``strlen`` if the
221message has embedded ``\0``\ s.)
222
223The easiest enhancement is to make the first character of the message an
224indicator of message type, and have the type determine the length. Now you have
225two ``recv``\ s - the first to get (at least) that first character so you can
226look up the length, and the second in a loop to get the rest. If you decide to
227go the delimited route, you'll be receiving in some arbitrary chunk size, (4096
228or 8192 is frequently a good match for network buffer sizes), and scanning what
229you've received for a delimiter.
230
231One complication to be aware of: if your conversational protocol allows multiple
232messages to be sent back to back (without some kind of reply), and you pass
233``recv`` an arbitrary chunk size, you may end up reading the start of a
234following message. You'll need to put that aside and hold onto it, until it's
235needed.
236
237Prefixing the message with its length (say, as 5 numeric characters) gets more
238complex, because (believe it or not), you may not get all 5 characters in one
239``recv``. In playing around, you'll get away with it; but in high network loads,
240your code will very quickly break unless you use two ``recv`` loops - the first
241to determine the length, the second to get the data part of the message. Nasty.
242This is also when you'll discover that ``send`` does not always manage to get
243rid of everything in one pass. And despite having read this, you will eventually
244get bit by it!
245
246In the interests of space, building your character, (and preserving my
247competitive position), these enhancements are left as an exercise for the
248reader. Lets move on to cleaning up.
249
250
251Binary Data
252-----------
253
254It is perfectly possible to send binary data over a socket. The major problem is
255that not all machines use the same formats for binary data. For example, a
256Motorola chip will represent a 16 bit integer with the value 1 as the two hex
257bytes 00 01. Intel and DEC, however, are byte-reversed - that same 1 is 01 00.
258Socket libraries have calls for converting 16 and 32 bit integers - ``ntohl,
259htonl, ntohs, htons`` where "n" means *network* and "h" means *host*, "s" means
260*short* and "l" means *long*. Where network order is host order, these do
261nothing, but where the machine is byte-reversed, these swap the bytes around
262appropriately.
263
264In these days of 32 bit machines, the ascii representation of binary data is
265frequently smaller than the binary representation. That's because a surprising
266amount of the time, all those longs have the value 0, or maybe 1. The string "0"
267would be two bytes, while binary is four. Of course, this doesn't fit well with
268fixed-length messages. Decisions, decisions.
269
270
271Disconnecting
272=============
273
274Strictly speaking, you're supposed to use ``shutdown`` on a socket before you
275``close`` it.  The ``shutdown`` is an advisory to the socket at the other end.
276Depending on the argument you pass it, it can mean "I'm not going to send
277anymore, but I'll still listen", or "I'm not listening, good riddance!".  Most
278socket libraries, however, are so used to programmers neglecting to use this
279piece of etiquette that normally a ``close`` is the same as ``shutdown();
280close()``.  So in most situations, an explicit ``shutdown`` is not needed.
281
282One way to use ``shutdown`` effectively is in an HTTP-like exchange. The client
283sends a request and then does a ``shutdown(1)``. This tells the server "This
284client is done sending, but can still receive."  The server can detect "EOF" by
285a receive of 0 bytes. It can assume it has the complete request.  The server
286sends a reply. If the ``send`` completes successfully then, indeed, the client
287was still receiving.
288
289Python takes the automatic shutdown a step further, and says that when a socket
290is garbage collected, it will automatically do a ``close`` if it's needed. But
291relying on this is a very bad habit. If your socket just disappears without
292doing a ``close``, the socket at the other end may hang indefinitely, thinking
293you're just being slow. *Please* ``close`` your sockets when you're done.
294
295
296When Sockets Die
297----------------
298
299Probably the worst thing about using blocking sockets is what happens when the
300other side comes down hard (without doing a ``close``). Your socket is likely to
301hang. TCP is a reliable protocol, and it will wait a long, long time
302before giving up on a connection. If you're using threads, the entire thread is
303essentially dead. There's not much you can do about it. As long as you aren't
304doing something dumb, like holding a lock while doing a blocking read, the
305thread isn't really consuming much in the way of resources. Do *not* try to kill
306the thread - part of the reason that threads are more efficient than processes
307is that they avoid the overhead associated with the automatic recycling of
308resources. In other words, if you do manage to kill the thread, your whole
309process is likely to be screwed up.
310
311
312Non-blocking Sockets
313====================
314
315If you've understood the preceding, you already know most of what you need to
316know about the mechanics of using sockets. You'll still use the same calls, in
317much the same ways. It's just that, if you do it right, your app will be almost
318inside-out.
319
320In Python, you use ``socket.setblocking(False)`` to make it non-blocking. In C, it's
321more complex, (for one thing, you'll need to choose between the BSD flavor
322``O_NONBLOCK`` and the almost indistinguishable POSIX flavor ``O_NDELAY``, which
323is completely different from ``TCP_NODELAY``), but it's the exact same idea. You
324do this after creating the socket, but before using it. (Actually, if you're
325nuts, you can switch back and forth.)
326
327The major mechanical difference is that ``send``, ``recv``, ``connect`` and
328``accept`` can return without having done anything. You have (of course) a
329number of choices. You can check return code and error codes and generally drive
330yourself crazy. If you don't believe me, try it sometime. Your app will grow
331large, buggy and suck CPU. So let's skip the brain-dead solutions and do it
332right.
333
334Use ``select``.
335
336In C, coding ``select`` is fairly complex. In Python, it's a piece of cake, but
337it's close enough to the C version that if you understand ``select`` in Python,
338you'll have little trouble with it in C::
339
340   ready_to_read, ready_to_write, in_error = \
341                  select.select(
342                     potential_readers,
343                     potential_writers,
344                     potential_errs,
345                     timeout)
346
347You pass ``select`` three lists: the first contains all sockets that you might
348want to try reading; the second all the sockets you might want to try writing
349to, and the last (normally left empty) those that you want to check for errors.
350You should note that a socket can go into more than one list. The ``select``
351call is blocking, but you can give it a timeout. This is generally a sensible
352thing to do - give it a nice long timeout (say a minute) unless you have good
353reason to do otherwise.
354
355In return, you will get three lists. They contain the sockets that are actually
356readable, writable and in error. Each of these lists is a subset (possibly
357empty) of the corresponding list you passed in.
358
359If a socket is in the output readable list, you can be
360as-close-to-certain-as-we-ever-get-in-this-business that a ``recv`` on that
361socket will return *something*. Same idea for the writable list. You'll be able
362to send *something*. Maybe not all you want to, but *something* is better than
363nothing.  (Actually, any reasonably healthy socket will return as writable - it
364just means outbound network buffer space is available.)
365
366If you have a "server" socket, put it in the potential_readers list. If it comes
367out in the readable list, your ``accept`` will (almost certainly) work. If you
368have created a new socket to ``connect`` to someone else, put it in the
369potential_writers list. If it shows up in the writable list, you have a decent
370chance that it has connected.
371
372Actually, ``select`` can be handy even with blocking sockets. It's one way of
373determining whether you will block - the socket returns as readable when there's
374something in the buffers.  However, this still doesn't help with the problem of
375determining whether the other end is done, or just busy with something else.
376
377**Portability alert**: On Unix, ``select`` works both with the sockets and
378files. Don't try this on Windows. On Windows, ``select`` works with sockets
379only. Also note that in C, many of the more advanced socket options are done
380differently on Windows. In fact, on Windows I usually use threads (which work
381very, very well) with my sockets.
382
383
384