GroundToCloud Let’s Lift Series: Designing a File Processing Workflow with AWS Step Functions

Nic Lasdoce
14 Jul 20243 minutes read

Discover how a file processing pipeline can work with AWS Step Functions and Lambda. This solution overview covers seamless file uploads, validation, processing, data extraction, and user notifications, ensuring efficient and scalable operations.

In this part of our Ground To Cloud: Let’s Lift Series, we are tasked with designing a pipeline for processing a file and sending out notifications at the end. Let’s explore how AWS Step Functions, along with AWS Lambda, can be leveraged to create a seamless, automated workflow for handling file uploads.

Requirements for an Automated File Processing System

To efficiently manage and process files or images uploaded by users, a robust automated system is essential. Here’s what your ideal file processing system should do:

  • Seamlessly Handle File Uploads: Trigger processing workflows the moment a file hits your storage.
  • Validate Files Effortlessly: Automatically check if the files meet your criteria.
  • Process Files at Scale: Transform images or documents quickly and efficiently.
  • Extract Valuable Data: Pull out text and metadata from files for further use.
  • Store Metadata Securely: Keep processed data organized and easily accessible.
  • Notify Users Promptly: Inform users as soon as their files are ready.

Our Solution

To meet these requirements, we will design a workflow that integrates several AWS services to automate and streamline the file processing pipeline. Here’s how the solution works together:

  1. S3 Upload: Users upload files to Amazon S3, which stores the files and triggers the workflow.
  2. EventBridge Trigger: The upload event is captured by Amazon EventBridge, which then initiates the AWS Step Functions workflow.
  3. Step Functions Workflow with Lambda: AWS Step Functions orchestrate the entire process, invoking various AWS Lambda functions to perform tasks such as validation, processing, and data extraction.
  4. SNS Notification: Once the file is processed, Amazon SNS is used to notify the users that their files are ready.

This seamless integration ensures that the entire process is automated, efficient, and scalable. Now, let's break down each part of the workflow in detail.

S3 Upload

Think about it: a user uploads a file to your platform. Instantly, an event is triggered as the file lands in your Amazon S3 bucket. This upload is the first step in the process and serves as the trigger for the entire workflow. S3 buckets are designed to store objects and can generate events when these objects are created or modified.

EventBridge Trigger

Once the file is uploaded to S3, an event is sent to Amazon EventBridge. EventBridge is a serverless event bus service that makes it easy to connect application data from your applications. It captures the S3 event and routes it to AWS Step Functions, thereby initiating the workflow automatically.

Step Functions Workflow with Lambda

Validation

The first step in the workflow is validation. AWS Lambda functions are used within the Step Functions workflow to check the file type and size to ensure it meets your predefined criteria. Is it an image? Great. Is it too large? Not a problem, we catch that here. This validation step keeps everything running smoothly by weeding out files that don’t meet your standards.

Processing

Now, the magic happens. The validated file moves on to processing, orchestrated by Step Functions and handled by AWS Lambda. Depending on what you need, this could involve:

  • For Images: Resizing to create thumbnails, cropping to specific dimensions, or converting the format (e.g., from PNG to JPEG). We can even apply filters or enhancements.
  • For Documents: Converting to different formats or merging multiple files into one.

AWS Lambda functions perform these tasks, ensuring your files are perfectly processed.

Data Extraction

After processing, we get to the juicy part—data extraction. AWS services like Textract or Rekognition, invoked by Lambda functions, can pull out text, recognize objects, and gather relevant metadata from the file. For images, this means identifying objects, scenes, and faces. For documents, it means extracting text, forms, and tables.

Compression

To optimize storage and transfer efficiency, the next step involves compressing the processed files. AWS Lambda functions handle this compression, reducing file sizes without compromising quality. This ensures that your storage costs are minimized and files are quicker to transfer and download.

Metadata Storage

All the valuable data and metadata extracted from the files need a home. This step ensures that everything is stored securely and efficiently in Amazon DynamoDB. Now, your data is organized and ready for quick retrieval.

SNS Notification

Finally, we close the loop with user notification. Once the file is processed and the metadata stored, the system sends a notification to the user via Amazon SNS (Simple Notification Service). Whether it’s an email, SMS, or push notification, your users will know their files are ready. This timely communication enhances user experience and keeps everyone informed.

Example

Imagine you run a photo-sharing platform. Here’s how your workflow might look:

  1. File Upload Trigger:

    • A user uploads a photo to your platform, which is stored in an S3 bucket.
  2. Validation:

    • A Lambda function checks the file size and type to ensure it’s an image and not too large.
  3. Processing:

    • Another Lambda function resizes the image to fit various display formats on your website.
  4. Data Extraction:

    • The system analyzes the image using Lambda-invoked services to identify objects and tags it for easier searchability.
  5. Compression:

    • The image is compressed to save storage space and improve transfer speeds.
  6. Metadata Storage:

    • The resized images and metadata are stored in Amazon DynamoDB for quick retrieval.
  7. Notification:

    • The user receives a notification via SNS that their photo is ready to view and share.

How AWS Step Functions Manage the Workflow

AWS Step Functions is a serverless orchestration service that makes it easy to coordinate the components of distributed applications and microservices using visual workflows. Here's how Step Functions manage this entire workflow:

Visual Workflow Definition

AWS Step Functions allows you to define your workflow visually, using a state machine concept. Each step in your process is represented as a state, and transitions between states are clearly defined. This visual representation helps you understand and design your workflow effectively.

Task Coordination

Step Functions manage the execution of each step in your workflow, coordinating tasks performed by AWS Lambda functions and other AWS services. It handles the logic of executing tasks in order, managing dependencies, and ensuring that each task completes successfully before moving on to the next.

Error Handling and Retries

One of the standout features of Step Functions is its robust error handling and retry capabilities. If a task fails, Step Functions can automatically retry it based on the rules you define. This ensures that transient errors do not cause the entire workflow to fail, enhancing the reliability of your system.

Parallel Execution

Step Functions can execute multiple tasks in parallel. This is particularly useful when processing large files or multiple files simultaneously, as it significantly reduces the overall processing time.

State Management

Step Functions maintain the state of your workflow. This means that even if a failure occurs, it knows exactly where to resume the process once the issue is resolved. This state management is crucial for building resilient and fault-tolerant applications.

Integration with Other AWS Services

Step Functions integrate seamlessly with a wide range of AWS services such as Lambda, DynamoDB, S3, and SNS. This tight integration allows you to build complex workflows that leverage the full power of AWS without writing extensive glue code.

Monitoring and Logging

Step Functions provide detailed logging and monitoring capabilities via AWS CloudWatch. You can track the progress of your workflows, view execution history, and set up alarms for specific conditions. This visibility helps you keep your workflows running smoothly and efficiently.

Conclusion

Designing an automated file processing workflow with AWS Step Functions and Lambda can drastically improve your operational efficiency. Embrace the power of automation and transform your file processing operations today.

Bonus

If you are a founder needing help in your Software Architecture or Cloud Infrastructure, we do free assessment and we will tell you if we can do it or not! Feel free to contact us at any of the following:
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Nic Lasdoce

Software Architect

Unmasking Challenges, Architecting Solutions, Deploying Results

Member since Mar 15, 2021

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