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First Posted 17 Feb 2002
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A serialization primer - Part 2

By | 17 Feb 2002 | Article
This tutorial describes how to handle invalid data stores and support versioning during serialization.

This article is the second of a 3 part tutorial on serialization.

  • Part 1 introduces the basics of serialization.
  • Part 2 explains how to gracefully handle reading invalid data stores and support versioning.
  • Part 3 describes how to serialize complex objects.

In Part 1 we saw how to serialize a simple object via a CArchive using a serialize() method like this:

  int CFoo::serialize
    (CArchive* pArchive)
  {
    int nStatus = SUCCESS;

    // Serialize the object ...
    ASSERT (pArchive != NULL);
    TRY
    {
      if (pArchive->IsStoring()) {
         // Write employee name and id
         (*pArchive) << m_strName;
         (*pArchive) << m_nId;
      }
      else {
         // Read employee name and id
         (*pArchive) >> m_strName;
         (*pArchive) >> m_nId;
      }
    }
    CATCH_ALL (pException)
    {
      nStatus = ERROR;
    }
    END_CATCH_ALL

    return (nStatus);
  }
There's a problem with this code. What if we mistakenly read a datafile that doesn't contain the expected information? If the datafile doesn't contain a CString followed by an int, our serialize() method would return ERROR. That's nice, but it would be better if we could recognize the situation and return a more specific status code like INVALID_DATAFILE. We can check that we're reading a valid datafile (i.e. one that contains a CFoo object) by using an object signature.

Object signatures

An object signature is just a character string (eg: "FooObject") that identifies an object. We add a signature to CFoo by modifying the class definition:
  class CFoo
  {
    ...

    // Methods
    public:
      ...
      CString getSignature();

    // Data members
      ...
    protected:
      static const CString  Signature;  // object signature
  };
The signature is declared in Foo.cpp.
  // Static constants
  const CString CFoo::Signature = "FooObject";
Next, we modify the serialize() method to serialize the signature before serializing the object's data members. If an invalid signature is encountered, or if the signature is missing, it's likely that we're attempting to read a data store that doesn't contain a CFoo object. Here's the logic for reading a signed object:

Using a signature to validate a data store

And here's the code:

  int CFoo::serialize
    (CArchive* pArchive)
  {
    int nStatus = SUCCESS;
    bool bSignatureRead = false;

    // Serialize the object ...
    ASSERT (pArchive != NULL);
    TRY
    {
      if (pArchive->IsStoring()) {
         // Write signature
         (*pArchive) << getSignature();

         // Write employee name and id
         (*pArchive) << m_strName;
         (*pArchive) << m_nId;
      }
      else {
         // Read signature - complain if invalid
         CString strSignature;
         (*pArchive) >> strSignature;
         bSignatureRead = true;
         if (strSignature.Compare (getSignature()) != 0) {
            return (INVALID_DATAFILE);
         }

         // Read employee name and id
         (*pArchive) >> m_strName;
         (*pArchive) >> m_nId;
      }
    }
    CATCH_ALL (pException)
    {
      nStatus = bSignatureRead ? ERROR : INVALID_DATAFILE;
    }
    END_CATCH_ALL

    return (nStatus);
  }
You should ensure that all your objects have unique signatures. It's less important what the actual signature is. If you're developing a suite of products, it's helpful to have a process for registering object signatures companywide. That way, developers won't mistakenly use the same signature for different objects. If you want to make it harder to reverse engineer your datafiles, you should use signatures that have no obvious connection to object names.

Versioning

As you upgrade your product during its lifecycle, you may find it necessary to modify the structure of CFoo by adding or removing data members. If you simply released a new version of CFoo, attempts to read old versions of the object from a data store would fail. This is obviously not acceptable. Any version of CFoo should be able to restore itself from an older serialized version. In other words, CFoo's serialization method should always be backward compatible. This is easily accomplished by versioning the object. Just as we added an object signature, we add an integer constant that specifies the object's version number.
  class CFoo
  {
    ...

    // Methods
    public:
      ...
      CString getSignature();
      int     getVersion();

    // Data members
      ...
    protected:
      static const CString  Signature;  // object signature
      static const int      Version;    // object version
  };
The object's version is declared in Foo.cpp.
  // Static constants
  const CString CFoo::Signature = "FooObject";
  const int     CFoo::Version = 1;
Next, we modify the serialize() method to serialize the version after serializing the signature, and before serializing the object's data members. If a newer version is encountered, we're attempting to read an unsupported version of the object. In this case, we simply return the status UNSUPPORTED_VERSION.
  int CFoo::serialize
    (CArchive* pArchive)
  {
    int nStatus = SUCCESS;
    bool bSignatureRead = false;
    bool bVersionRead = false;

    // Serialize the object ...
    ASSERT (pArchive != NULL);
    TRY
    {
      if (pArchive->IsStoring()) {
         // Write signature and version
         (*pArchive) << getSignature();
         (*pArchive) << getVersion();

         // Write employee name and id
         (*pArchive) << m_strName;
         (*pArchive) << m_nId;
      }
      else {
         // Read signature - complain if invalid
         CString strSignature;
         (*pArchive) >> strSignature;
         bSignatureRead = true;
         if (strSignature.Compare (getSignature()) != 0) {
            return (INVALID_DATAFILE);
         }

         // Read version - complain if unsupported
         int nVersion;
         (*pArchive) >> nVersion;
         bVersionRead = true;
         if (nVersion > getVersion()) {
            return (UNSUPPORTED_VERSION);
         }

         // Read employee name and id
         (*pArchive) >> m_strName;
         (*pArchive) >> m_nId;
      }
    }
    CATCH_ALL (pException)
    {
      nStatus = bSignatureRead && bVersionRead ? ERROR : INVALID_DATAFILE;
    }
    END_CATCH_ALL

    return (nStatus);
  }
Version 1 of our CFoo contained 2 data members - a CString (m_strName) and an int (m_nId). If we add a third member (eg: int m_nDept) in version 2, we need to decide what m_nDept should be initialized to when reading an older version of the object. In this example, we'll initialize m_nDept to -1 implying that the employee's department code is "Unknown".
  class CFoo
  {
    ...
    // Data members
    public:
      CString  m_strName;  // employee name
      int      m_nId;      // employee id
      int      m_nDept;    // department code (-1 = unknown)
  };
We also need to increase the object's version number in Foo.cpp to 2.
  const int CFoo::Version = 2;
Finally, we modify the part of serialize() that reads the object so that m_nDept is initialized to -1 if we're reading an older version of the datafile. Note that the file is always saved as the latest version.
  int CFoo::serialize
    (CArchive* pArchive)
  {
    ...
    // Serialize the object ...
    ASSERT (pArchive != NULL);
    TRY
    {
      if (pArchive->IsStoring()) {
         ...
         // Write employee name, id and department code
         (*pArchive) << m_strName;
         (*pArchive) << m_nId;
         (*pArchive) << m_nDept;
      }
      else {
         ...
         // Read employee name and id
         (*pArchive) >> m_strName;
         (*pArchive) >> m_nId;

         // Read department code (new in version 2)
         if (nVersion >= 2) {
            (*pArchive) >> m_nDept;
         }
         else {
            m_nDept = -1; // unknown
         }
      }
    }
    CATCH_ALL (pException)
    {
      nStatus = bSignatureRead && bVersionRead ? ERROR : INVALID_DATAFILE;
    }
    END_CATCH_ALL

    return (nStatus);
  }

Conclusion

So far, we've dealt with providing robust support for serializing simple objects - i.e. that those that contain readily serializable data types. In Part 3, we'll see how to serialize any kind of object.

License

This article, along with any associated source code and files, is licensed under The Code Project Open License (CPOL)

About the Author

Ravi Bhavnani



Canada Canada

Member

Ravi Bhavnani is an ardent fan of Microsoft technologies who loves building Windows apps, especially PIMs, system utilities, and things that go bump on the Internet. During his career, Ravi has developed expert systems, desktop imaging apps, marketing automation software, EDA tools, a platform to help people find, analyze and understand information, trading software for institutional investors and advanced data visualization solutions. He currently works for a company that provides enterprise workforce management solutions to large clients.
 
His interests include the .NET framework, reasoning systems, financial analysis and algorithmic trading, NLP, CHI and UI design. Ravi holds a BS in Physics and Math and an MS in Computer Science and was a Microsoft MVP (C++ and C# in 2006 and 2007). He is also the co-inventor of 2 patents on software security and generating data visualization dashboards. His claim to fame is that he crafted CodeProject's "joke" forum post icon.
 
Ravi's biggest fear is that one day he might actually get a life, although the chances of that happening seem extremely remote.

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Questionwhere and when operator>> is called?? Pinmemberxxq312174:15 16 Apr '07  
AnswerRe: where and when operator>> is called?? PinmemberRavi Bhavnani7:45 16 Apr '07  
GeneralReading a file using serialization Pinsusshemanth_phk11:56 9 Sep '04  
GeneralRe: Reading a file using serialization PinmemberRavi Bhavnani12:27 9 Sep '04  
GeneralI can't access the objects PinmemberTorrejon3:18 12 May '04  
GeneralRe: I can't access the objects PinmemberRavi Bhavnani3:25 12 May '04  
GeneralRe: I can't access the objects PinmemberTorrejon23:04 12 May '04  
GeneralRe: I can't access the objects PinmemberTorrejon0:20 13 May '04  
GeneralRe: I can't access the objects PinmemberRavi Bhavnani1:01 13 May '04  
Generalwhy manually?? it's build in! PinmemberAnonymous4:03 26 Feb '02  
GeneralRe: why manually?? it's build in! PinmemberRavi Bhavnani4:22 26 Feb '02  
GeneralRe: why manually?? it's build in! Pinmemberdazinith4:45 2 Apr '02  
GeneralRe: why manually?? it's build in! PinmemberRavi Bhavnani5:35 2 Apr '02  
GeneralRe: why manually?? it's build in! Pinmemberluedi6:05 22 Nov '02  
GeneralRe: why manually?? it's build in! PinmemberZac Howland6:54 3 Feb '03  
GeneralRe: why manually?? it's build in! PinmemberRudolf Jan Heijink9:33 26 Apr '04  
GeneralDangers of serialization PinmemberNavin9:11 25 Feb '02  
This is a good article, and explains well how serialization works. Perhaps what I'm posting is outside the scope of the article (more of a design decision rather than a technical how-to), but it is something I have run into when doing serialization of complex objects. While this does allow a nice, neat object-oriented way to save/restore objects, it can be inflexible. As you have shown, you can add/remove members from a class and use a form or versioning to allow backwards compatiblity. But there are some things that are difficult or impossible:
 
Green Alien | [Alien] Forward compatiblity. Many people may not care, but serializing in this way essentially changes your file format every time the objects change.
Green Alien | [Alien] You become locked into an object structure. Changing or adding members here and there works, but what if something major happens - e.g., a base class changes? Or you find you have two classes that didn't derive from a base class before, but now you want to break out a base class?
 
Perhaps a part 4 to this series, should you use serialization or not? Just my two cents...

 
The early bird may get the worm, but the second mouse gets the cheese.
GeneralRe: Dangers of serialization PinmemberRavi Bhavnani10:04 25 Feb '02  
GeneralRe: Dangers of serialization PinmemberNavin6:42 26 Feb '02  
GeneralRe: Dangers of serialization PinmemberRavi Bhavnani7:45 26 Feb '02  
GeneralForward file compatibility PinmemberRavi Bhavnani7:47 26 Feb '02  
GeneralRe: Forward file compatibility PinmemberTim Smith8:06 26 Feb '02  
GeneralRe: Forward file compatibility PinmemberRavi Bhavnani8:15 26 Feb '02  
GeneralRe: Forward file compatibility PinmemberTim Smith8:21 26 Feb '02  
GeneralRe: Forward file compatibility Pinmembercompiler7:31 2 Dec '02  

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