Getting Started

This section provides instructions on getting started with Verto, including installation, starting Verto, various application components and concepts, and walking you through creating your first workflow.

Installation

Follow the steps below to download and install Verto on Windows.

  1. First, download Verto and save the ZIP archive to your local machine.
  2. download archive
  3. Unzip the downloaded package into a folder where you want to store the application. This can be anywhere, but the user you will run Verto from must have access to modify files in the folder.
  4. For this example, we've placed the folder within the \Tools folder on our primary drive (C)
  5. install directory

Starting Verto

Starting Verto is as simple as a click of a button. All settings and other configuration items are created automatically for you the first time Verto is run.

  1. To start Verto, run the Verto.exe application file located within the directory that you installed to in the Installation step above. You should see the following startup screen.
  2. startup screen
  3. The startup screen will remain visible while Verto performs some initialization activities. These include checking for version updates, verifying local settings, and loading any plugins or custom extensions.
  4. Once this process is complete the startup screen disappears and is replaced by the home screen of Verto, which should look something like the following:
  5. home screen
  6. * If the home screen does not appear or if you receive an error while the startup screen initializes, try running Verto as administrator.

Creating a Workflow

Starting Verto is as simple as a click of a button. All settings and other configuration items are created automatically for you the first time Verto is run.

  1. To create a new workflow, simply click the New workflow button, located at the top right of the home screen, as shown here:
  2. create workflow
  3. Verto will create a new workflow instance and change views to the workflow designer view, which should look like the following
  4. new workflow view
  5. First, we'll change the name of our newly created workflow to something more appropriate, how about My First Workflow. Click the New Workflow text located next to the Name label in the top left of the workflow designer view
  6. new workflow view
  7. Once you've changed the name, you can simply tab out or press enter to complete the change. Notice the name on the current workflow tab above the designer will also change to reflect the new title.
  8. Now it's time to add some activities, which are the core of Verto's functionality. We'll start by selecting the Input activity category, located just below the workflow name we changed and then clicking the Text input activity, which looks like text input. Once you click the activity, it will be placed on the workflow canvas. Your sceen should now look something similar to this:
  9. workflow canvas with text input
  10. Now that we have the Text input activity let's make the workflow a little more interesting. Change the activity toolbar to the Flow category and select the split activity which looks like split flow.
  11. Once the split activity is added to the canvas, click and hold the output connector node from the Text Input activity and drag it to the input connector node of the split activity. This will wire up the two activities and establish the flow of data between them.. Your sceen should now look something similar to this:
  12. workflow canvas with split activity
  13. Next we'll create two additional activities, one that allows us to modify the data stream and the other a union activity that allows us to combine both sets back together into a single stream. First, select the union activity which looks like union activity then change the activity menu to the Transform category and select the Alter activity which looks like alter flow. Once those activities are on the canvas, wire one outbound node from the split activity to the alter and the other to the union, and then wire the outbound from the alter to the other inbound from the union.
  14. Your sceen should now look something similar to this:
  15. workflow canvas with union activity
  16. Next we'll well add one final activity, which is an observe activity. This allows us to view data within the workflow as its processed in real-time. Change the activity menu to the Utility category and and select the Observe activity which looks like alter flow. Wire the output of the union activity to the input of the observe activity. Your workflow should now look like this:
  17. workflow canvas with observe activity
  18. Adding Data
  19. Now it's time to add some data. Double-click the Text Input activity at the left of the workflow. This will launch a configuration window for the activity (note that not all activities have configuration options)
  20. Add two fields named FIRST_NAME and LAST_Name with values 'John' and 'Smith' respectively. The result should appear as follows:
  21. text input activity property window example
  22. Click OK to accept the configuration and close the window.
  23. Next let's do something interesting. Open the configuration window for the Alter activity (alter activity)
  24. Within the alter activity, add a new field named FULL_NAME with the following value
  25. "[FIRST_NAME]" + " " + "[LAST_NAME]"
  26. The configuration should appear as follows:
  27. alter activity property window example
  28. Click OK to accept the configuration and close the window.
  29. Running the Workflow
  30. Now that we've put together our first workflow, it's time to run it and see our results. To run the workflow, click the Play icon located at the top-center of Verto. This will run the currently active workflow. In our case we only have a single workflow open.
  31. The workflow engine will take a second or two to initialize and then you will see the activities reflect their processing state (noted by the orange or blue dot next to them) as well as the number of records processed. An orange dot indicates an activity is actively processing data whereas a blue dot indicates one that has completed processing of all inbound data.
  32. Given this workflow is very simple with few steps it should complete relatively quickly. The results should appear similar to this
  33. workflow post run results
  34. For our last step in this tutorial we'll inspect our workflows results. Double click the Observe activity at the end of the workflow. This will open the observe activities view, which should show one record in its original state and a second record with a value in the new FULL_NAME field, with a value that is the concatenation of the FIRST_NAME and LAST_NAME fields as specified in the Alter activity. Note that we have two records, the original and the modified due to the split activity, which provides a copy of each inbound event to each path, and the union activity, which joins both paths back together to combine both copies of data. You should see something like this:
  35. observe activity property window example
  36. Parting Words
  37. We hope this tutorial gave you the basics of getting started with Verto. More details on Verto concepts, configuration, and activity types and their uses can be found in this documentation center. So far we've only scratched the surface of what's possible with Verto. We hope you enjoy using Verto to transform your data processing workloads as much as we enjoy building it.

Activities

This section describes the various activities you can place on a workflow canvas within verto. Activities are grouped by their type and provide an overview of the activity's purpose, configuration, and general use.

Input

Input activities provide the ability to bring data into your workflow. They can be thought of as sources of data or events, with each type of source having a distinct activity type.

Text

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

This activity is used to import statically defined text into a pipeline. Common uses of this include lists of values or reference data required within the pipeline

Configuration
Usage

Database

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

The database Import activity provides the ability for importing data from any of the supported database technologies. Each row in the results will be published as a separate data record to the resulting processing pipeline.

Configuration
Usage

CSV

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

The CSV Import activity provides the ability for importing CSV or other data delimited by a single character. Each row in the CSV file will be published as a separate data record to the resulting processing pipeline.

Configuration
Usage

Output

Output activities provide the ability to extract data from your workflow. They can be thought of as destinations of data or events, with each type of destination having a distinct activity type.

CSV

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

The CSV Output activity provides the ability to write a stream of data to a specified file, using the designated delimieter (defaulting to comma)

Configuration
Usage

Transform

Transform activities provide the ability to modify the structure of of your data within your workflow. They can be thought of as modifiers of data or events, with each type of modification having a distinct activity type.

Alter

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

This activity allows for the addition, removal, or editing of fields within the pipeline's data records. Verto expressions can be used to dynamically construct and calculate values and apply them to new fields or overwrite existing field values.

Configuration
Usage

Filter

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

This activity provides the ability to filter the incoming stream of data based on desired filtering critera. Only records passing the filter evaluation w(true) ill continue through processing within the pipeline.

Configuration
Usage

Duplicator

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

This activity duplicates inbound records into subsequent activities by the rate of duplication supplied. For example, if 2 is specified, each record received will produce 2 of the same records.

Configuration
Usage

Flow

Flow activities provide the ability modify the flow control of your workflows. These include splitting and joining of workflow streams, unioning of sets, selecting single or specific records, and more.

Join

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

The Join activity provides the ability to re-integrate two separate processing streams into a single stream filtered by records where the join condition is true. The resulting data record fields will be a union of both sets. Where field definitions overlap they will share a common output field.

Configuration
Usage

Union

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

The Union activity provides the ability to re-integrate two separate processing streams into a single stream with a super set of data fields for each record.

Configuration
Usage

Split

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

The split activity publishes inbound records to both connected output activities, effectively duplicating the inbound data to both resulting streams.

Configuration
Usage

Condition

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

The condition activity evaluates the defined criteria and publishes records which return true to the first connection and those that return false to the second connection.

Configuration
Usage

Once

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

The Once acitivity provides the ability to publish a single record from any number of input records. Only the first received record will be sent to the connected activity. This is useful for triggering a task or other process that requires only a single execution.

Configuration
Usage

Delay

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

The Delay activity provides the ability to designate a time delay between the receipt of a data record and the publication of it to the next activity. Identified in seconds or fractions of a second, each record will be paused for the specified time before continued. Useful for throttling to slow-performing processes.

Configuration
Usage

End

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

This activity acts as a workflow processing terminating activity. It performs no actions against the incoming data stream.

Configuration
Usage

Utility

Utility activities provide access to general functions such as copying/moving files, executing host processes, and logging/viewing of workflow processes.

Observe

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

This activity allows for the inspection of up to 1000 records from the inbound stream. This data is updated in real-time during pipeline processing and can be useful for visualizing upstream data and with debugging.

Configuration
Usage

Log

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

This activity allows for the logging of information to the workflow processing console.

Configuration
Usage

Analysis

Analysis activities provide the ability to perform analytic functions against your data. These include aggregate functions such as Count, Sum, and Average as well as Sampling and others.

Sampling

  1. Activity Type: Input
  2. Authored: 04/01/2022
Description

This activity allows for the percentage based sampling of inbound activities.

Configuration
Usage

Navigating Verto

This section covers the various application views and components that make up Verto.


Settings & Configuration

This section provides instructions on modifying various runtime settings for Verto.


Connections

Coming Soon


Frequently Asked Questions

Coming Soon