Specifying and Verifying the Correctness of Dynamic Software Updates. Christopher M. Hayden, Stephen Magill, Michael Hicks, Nate Foster, and Jeffrey S. Foster. Technical Report CS-TR-4997, University of Maryland Department of Computer Science, November 2011. Extended version of VSTTE'12 paper with proofs of theorems and additional discussion.

Dynamic software updating (DSU) systems allow running programs to be patched on-the-fly to add features or fix bugs. While dynamic updates can be tricky to write, techniques for establishing their correctness have received little attention. In this paper, we present the first methodology for automatically verifying the correctness of dynamic updates. Programmers express the desired properties of an updated execution using client-oriented specifications (CO-specs), which can describe a wide range of client-visible behaviors. We verify CO-specs automatically by using off-the-shelf tools to analyze a merged program, which is a combination of the old and new versions of a program. We formalize the merging transformation and prove it correct. We have implemented a program merger for C, and applied it to updates for the Redis key-value store and several synthetic programs. Using Thor, a verification tool, we could verify many of the synthetic programs; using Otter, a symbolic executor, we could analyze every program, often in less than a minute. Both tools were able to detect faulty patches and incurred only a factor-of-four slowdown, on average, compared to single version programs.

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@TECHREPORT{hayden11dsucorrectTR,
  TITLE = {Specifying and Verifying the Correctness of Dynamic Software Updates},
  AUTHOR = {Christopher M. Hayden and Stephen Magill and Michael Hicks and Nate Foster and Jeffrey S. Foster},
  INSTITUTION = {University of Maryland Department of Computer Science},
  NUMBER = {CS-TR-4997},
  YEAR = 2011,
  MONTH = NOV,
  NOTE = {Extended version of VSTTE'12 paper with proofs of theorems and additional discussion}
}

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