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PI WebParts User and Administration Class

This class is normally given as an on-site course. Contact us for details.


This class prepares the student to install, use, and manage PI WebParts and PI DataLink Server. The students will learn how to build and configure web part pages displaying real-time data from their PI System, relational databases and web services. Students will also learn how to publish web-based versions of their PI DataLink Excel reports on their portal using the Excel Services technology.

This class is three days long. Class starts at 8:30 a.m. and ends at 4:30 p.m. Lunch breaks are scheduled at noon each day and last 60 minutes.


This class is for persons who want to deploy PI WebParts on a SharePoint server and to create/manage web part pages that include PI WebParts. PI WebParts and PI DataLink Server are built upon the Microsoft SharePoint Enterprise and students are expected to be familiar with those topics (described below).

Course time is primarily devoted to gathering and distributing data via PI WebParts and PI DataLink Server and little time is spent on the SharePoint architecture.


Working knowledge of the following products is advised:

  • Windows Server 2008 R2
  • Microsoft Office 2010 or 2013
  • Microsoft Internet Information Server (IIS)
  • Windows SharePoint
  • Microsoft SQL Server
  • PI ProcessBook
  • PI DataLink


  • PI WebParts class lecture notes
  • PI WebParts 2013 Administrator Guide
  • PI WebParts 2013 User Guide

Class Outline

You can expect the following topics to be covered:


  • Discuss the PI System and PI WebParts architectures and topologies.
  • Present Microsoft SharePoint Services technology.
  • Navigate through a SharePoint environment, distinguishing sites, and search.
  • Create a new team site, web part pages, and add web parts.

PI WebParts:

  • Identify the different PI WebParts web parts and their uses.
  • Configure basic PI WebParts (PI Gauge, PI Trend, PI Table, PI TimeRange, PI Values, and PI TimeSeries).
  • Effectively use the tag search dialog (including advanced search).
  • Construct timestamps using absolute time or combined time.
  • Explain PI data compression and understand the difference between Snapshot values and compressed values.
  • Discuss special PI WebParts – PI ActiveView, BatchTable, and Messenger.

Web Part Connections:

  • Identify which web parts are provider and which are consumer.
  • Explain connection types – client-side parameters, server-side parameters, and filter data.
  • Explain the difference between implicit and explicit connections.
  • Configure explicit connections between web parts.

PI Data Link Server:

  • Explain the different components of Excel Services and how they work together.
  • Install PI DataLink Server.
  • Configure the Excel Web Access Web Part.
  • Add Named items cells to an existing PI DataLink report.
  • Publish the report to a SharePoint web site.
  • Use filter web parts connections to control the web-based version of the report.

PI WebParts Services:

  • Manage web part specific settings.
  • Configure and manage various data sources – PI, relational, and web services.
  • Create and display datasets from various data sources – PI Calculation, relational, and web services.

Administration and Troubleshooting:

  • Multiple ways to back up the SQL database that contains the configuration data of the SharePoint site.
  • Back up the PI Module Database.
  • Typical steps in troubleshooting a PI WebParts issue.


  • Security concerns that involve non-PI products – Internet Explorer, network, IIS, and SharePoint.
  • PI System security concern including PI Data Archive and PI AF.
  • Discuss various security scenarios and the steps needed to make them work.

Download the workbook for preview or self-study in the following languages :