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Kinetic Data University

Welcome to Kinetic Task!

Kinetic Task is a flexible, open workflow automation and integration engine. This is where things like approval routing, request fulfillment, pushing and pulling data from external systems and other server-side processing takes place.

This page will lead you through what you need to know to get started.

Glossary

  • Task Engine- This is the a processing engine that takes input from applications and walks through a predefined set of tasks also know as a task tree. Tasks can perform data lookups, add approvals, create entries in other systems, send notifications and much more.
  • Task Builder- Graphical process builder that allows configuration and sequencing of tasks.
  • Task Handler- An integration. Task Handlers take parameters, return results and can throw exceptions in the event of an error.
  • Task Tree- A Task Tree is a workflow built of nodes and connectors. It can be run from an external application. It can accept inputs and reference values from external applications.
  • Task Node- Nodes are the individual leaves on the tree. They are a box depicting an action, activity or automation on a task tree.
  • Run- A run is one execution of a workflow or "Task Tree"

Getting Started

Kinetic Task - Installation

Goal: Get Kinetic Task working on the workstation or server of your choice

If you run into problems go here.

  1. If you haven't already, go to kinetictask.com and sign up for the download. Email wally@kineticdata.com if you encounter problems downloading the file(s).
  2. Unzip the download
    1. Make sure you have Java (version 1.6 or later) installed and running
    2. "java -version" is the terminal command
    3. if it's not installed, install Java
    4. Recommended installation uses homebrew to install properly: "/usr/bin/ruby -e "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/master/install)"
    5. "brew update"
    6. "brew cask install java"
  3. Open terminal (osx/unix/linux) or command line (windows)
  4. Navigate to, and start "./startup.sh" (e.g. /downloads/kinetic-task-tomcat/bin)
  5. Once started navigate your browser to http://localhost:8080
  6. If you see a webpage, congratulations you have installed Kinetic Task!
  7. Now browse around, read this page and follow the "Ipad Request" to get used to the system!

Exercise: Twilio

Goal: We're going to setup a configuration that can send text messages automatically

  1. First, download the Twilio Handler
  2. Next, sign up for a new Twilio trial account (free)
  3. Twilio will have you validate your email address and get a trial account configured
  4. Once successfully created, they should present you with a Token/Key combination, keep those two numbers handy Twilio token key combo screen
  5. Next, we need to create a number to send from. To add a number go to the Phone Numbers section Twilio phone number management screenshot
  6. If prompted click "Get a Number"
  7. Keep the number handy for the next steps

Importing the handler

Goal: Import a handler into Kinetic task

  1. First go to Kinetic Task Handlers. If it asks, the username and password are both "admin" Three steps to get load the import screen
  2. Click "Import Handler"
  3. Click "Choose File" Steps to import the handler
  4. Navigate to where you downloaded the Twilio handler
  5. Select the .zip you downloaded
  6. Click "Import"
  7. Once imported, populate the "From", account_sid and auth_token fields from your Twilio account. Please note: the "From" entry must match your Twilio account phone number - this is not your phone number, but it's a number associated with your account Configure the Twilio handler with these steps
  8. Select and add the category of "Messaging" to the handler
  9. Click "Save Handler"

Creating a Routine

Goal: Create a routine to send a text message manually and test the handler
  1. First go to create a new Routine
  2. Name the routine anything, "twiliotest" works well
  3. Enter a definition ID "twiliotest" works well
  4. Scroll down to inputs
  5. Create two inputs, one for "Number" and another for "Message"
  6. Click "Save Routine"
  7. Once the builder opens, on the right hand side choose the "Messaging" category
  8. Drag the "twilio_sms_message_send_v1_1" onto the Routine
  9. Find and add the "Tree Return" node to the Routine as well
  10. Click the start node, and connect it to the Twilio node
  11. Click the twilio node and connect it to the "Tree Return" node
  12. Next, select the twilio node and click the "i" icon
  13. These two fields need to be mapped, so click the pencil icon next to "To"
  14. Click "pre-defined values" near the top and choose Tree-input -> "to"
  15. It should populate something like this: <%=@inputs['to']%>
  16. Do the same for the "Message" field
  17. Once both are done click "Apply"
  18. Click the blue "Save" button in the top right
  19. Once saved, click on "Actions -> Run"
  20. Fill in the number and message you want to send
  21. If properly configured your text message should send
  22. If you ran into any problems, we'd love to help - just email Wally and we'll guide you through troubleshooting!

Videos

Kinetic Task - Process Builder Introduction

Goal: Understand how the builder helps you build processes from simple to complex.

An overview of our drag+drop tree builder and the 'handlers' that make up the individual components of a process.

Related resources:

  • Overview Diagram
  • Kinetic Task Getting Started Guide

Kinetic Task - Administration Introduction

Goal: Understand how an administrator can view and manage activity in the management consoles.

An overview of configuring, maintaining and troubleshooting your integration processes in Kinetic Task.

Related resources:


Kinetic Task - Routines

Goal: Understand how to use routines and why they make automation and integration more maintainable

Kinetic Task includes the ability to create routines, which are reusable process componenets. 'Master' trees can call routines and get information back. You can update a routine in a single place and any tree that calls that routine will automatically get that change. Routines make for much easier and more maintainable processes in the long run.

Related resources:


Kinetic Task - How Handlers Work

Goal: Handlers are light, re-usable components, a set of which make up a process 'tree' in Kinetic Task. Handlers are free and open source. This video explores the benefit of open, reusable, free handlers in your process automation and how they are used in Kinetic Task.

Related resources:

Kinetic Task-Integration Philosophy

Goal: Understand where Kinetic Task would be useful in your organization

See how our open system design helps you more quickly and easily automate your workflow and integration your data from nearly any system.

Related resources: