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Course Catalog

These are our courses listed in alphabetical order. Their specific schedules can be found by clicking on the links to the right of the descriptions.

People often find it easier to find the course(s) they are looking for by using the search page. Please click this link if you would prefer to use that tool.

The Analyzing PI System Data course is data oriented concentrating on viewing the PI System data, combining PI System data with other data, and creating reports allowing the analysis of the data through Business Intelligence (BI) tools. This class will teach you about different clients and tools to view your PI Data. Learn how to import PI System Data through PI OLEDB, the PI Integrator for Business Analytics, and merge it with external data to create easy-to-read reports, reduce reports associated with related data, and publishing reports allowing easy sharing and ensuring one version of the truth being the focal point. The class will cover PI OLEDB, PI Integrator for Business Analytics, Microsoft Excel, Microsoft PowerPivot, Microsoft PowerView, Microsoft PowerBI, and Tibco Spotfire. If you feel like writing business reports is too difficult, this may be the course for you. We will build upon your existing application knowledge with hands-on activities to help you slice and dice your business data.

The class is 3 days long. Class will start promptly at 8:30am and is scheduled to 4:30 with a one hour lunch break. When making travel arrangement for the class, please plan to remain on site to the completion of the final exercise. This should be no later than 4:30 on the last day of the class. .

In the Building Advanced Displays with PI ProcessBook online course, you will expand on your knowledge of our popular client tool to interpret your process data in a deeper and more organized way. This follow-up course to the Building Basic Displays with PI ProcessBook online course will cover topics such as creating workbooks, data sets, XY plots, and SQC charts. We will also introduce you to the PI AF Display Builder, and guide you on how you can quickly show your data in an organized format beyond just displaying values.

Please note that each learner is encouraged to use their own software and their own data structures. This allows each learner to leave the course with something immediately valuable in their enterprise.
In the Building Asset Hierarchies with PI AF online course, students learn the skills needed to successfully model their processes and equipment using the PI Asset Framework (AF) Server. This course discusses the methodologies needed to build representations of assets (AF Elements) and their associated data (AF Attributes); the elements and attributes help users successfully organize assets into hierarchies and unify data from multiple sources, such as real-time data from the PI Data Archive; metadata from relational sources; or calculated data from PI AF formulas.

Additionally, students learn how to templatize elements and add units of measurement (UOM) to standardize models across different assets or units of an organization. Then, they learn to leverage templates to scale models out and compare like assets using OSIsoft client tools. This course also covers topics, such as tag creation through PI AF.

Please note that each learner is encouraged to use their own software and their own data structures. This allows each learner to leave the course with something immediately valuable in their enterprise.
In the Building Basic Displays with PI ProcessBook online course, you will learn how to use our popular client tool to access your process data. We will guide you on how to create a variety of displays, such as trends and bar graphs, to monitor your process. Additionally, this course leverages the power of the intuitive PI AF asset structures to enable you to display attributes of an asset, search in AF, and build element relative displays.

Please note that each learner is encouraged to use their own software and their own data structures. This allows each learner to leave the course with something immediately valuable in their enterprise.

The Building PI System Assets and Analytics with Asset Framework (AF) class provides a working knowledge of the power of the AF Server, an integral part of the PI System. You will learn to define consistent representations of organizational assets and/or equipment and use these representations in simple or complex analyses that yield critical and actionable information. AF allows an application designer to identify and customize the components or elements that make up a process, associate real-time, relational or calculated data with these elements, specify organizational structure via hierarchies or connectivity relationships, and apply calculations or rules against these assets and determine how results should be displayed.

In this class we discuss and build basic AF elements and attributes, construct calculations, and configure relational database queries. In a simulated environment, Asset Analytics are used to calculate metric data for the Overall Equipment Effectiveness (OEE). We see how Event Frames are applies to monitor the production process for downtime situations and for process excursions. We explore the visualization of the information with different products of the PI Visualization Suite. In the advanced exercises we discuss combining the various elements to provide users complex information structures. We will build connections to relational databases and use that information in displays and analytics.

Also covered in detail will be Notifications which allows users to configure custom alarms through a standard user interface based on any data source. Leveraging the generic data access and template-driven capabilities of AF users can redeploy alarm parameters in Notifications to similar assets across the Enterprise. When operational excursions occur, Notifications can send alerts to a single recipient, a group of contacts, or an escalation team that reflects the organization's chain of command.

The class is four days long. Class will start promptly at 8:30 a.m. and is scheduled to run until 4:30 p.m. We will break for lunch for one hour each day. When making travel arrangement for the class, please plan to remain on site to the completion of the final exercise. This should be no later than 4:30 on the last day of the class. This class provides 26 classroom hours of instruction.

The Building PI System Assets and Analytics with Asset Framework (AF) class provides a working knowledge of the power of the AF Server, an integral part of the PI System. You will learn to define consistent representations of organizational assets and/or equipment and use these representations in simple or complex analyses that yield critical and actionable information. AF allows an application designer to identify and customize the components or elements that make up a process, associate real-time, relational or calculated data with these elements, specify organizational structure via hierarchies or connectivity relationships, and apply calculations or rules against these assets and determine how results should be displayed.

In this class we discuss and build basic AF elements and attributes, construct calculations, and configure relational database queries. In a simulated environment, Asset Analytics are used to calculate metric data for the Overall Equipment Effectiveness (OEE). We see how Event Frames are applies to monitor the production process for downtime situations and for process excursions. We explore the visualization of the information with different products of the PI Visualization Suite. In the advanced exercises we discuss combining the various elements to provide users complex information structures. We will build connections to relational databases and use that information in displays and analytics.

Also covered in detail will be Notifications which allows users to configure custom alarms through a standard user interface based on any data source. Leveraging the generic data access and template-driven capabilities of AF users can redeploy alarm parameters in Notifications to similar assets across the Enterprise. When operational excursions occur, Notifications can send alerts to a single recipient, a group of contacts, or an escalation team that reflects the organization's chain of command.

The class is four days long. Class will start promptly at 8:30 a.m. and is scheduled to run until 4:30 p.m. We will break for lunch for one hour each day. When making travel arrangement for the class, please plan to remain on site to the completion of the final exercise. This should be no later than 4:30 on the last day of the class. This class provides 26 classroom hours of instruction.

In this facilitated online course, you will learn the skills needed to configure interfaces and create PI Tags (also known as PI Points) using OSIsoft best practices. You will learn how to install and configure interfaces, create PI Tags, and configure buffering. During this self-paced course, you will also gain exposure on data flow through a simple PI System, connection mechanisms to PI Data Archive, and interface startup process - all of which would assist in troubleshooting. A guided final project will help to reinforce concepts and skills covered in the video lectures.

This course will leverage a Simple PI System configuration within the OSIsoft Virtual Learning Environment (VLE), virtual machines hosted on Microsoft Azure that you can access remotely. Please note that you need to meet the following system requirements in order to connect to the VLE:
  • Remote Desktop Protocol (RDP) Client
  • Access the domain cloudapp.net where the machines are hosted
A typical connection string has the form cloudservicename.cloudapp.net:xxxxx, where the cloud service name is specific to a group of virtual machines and xxxxx is a port in the range 41952-65535. Therefore users connecting to Azure virtual machines must be allowed to connect to the domain *.cloudapp.net throughout the port range 41952-65535. Please check your company firewall policies and ensure that you can connect to this domain on the required ports.
In the Configuring Analytics with PI AF online course, students learn the skills needed to configure analyses and notifications using PI Asset Framework. Students will learn to set up Expressions for multi-line calculations, Rollups to aggregate attributes, PI Event Frames to automatically detect events in process data, and PI Notifications to allow for alerts.

Students will gain knowledge on how to set up analyses for element templates in order to deploy the analyses to individual elements, create tags in PI AF to store calculation results, and configure backfilling of analyses. After the analyses are set up, students learn how to leverage PI client tools such as PI DataLink and PI Coresight to help visualize and understand their analyses. Hands-on exercises and final exercise help to reinforce concepts and skills covered in the video lectures.

Please note that each learner is encouraged to use their own software and their own data structures. This allows each learner to leave the course with something immediately valuable in their enterprise.
In the Configuring Calculations with PI ACE online course, you will learn how to create, deploy, and manage your PI ACE calculations. This course leverages the power of the intuitive PI AF asset structures to enable you to use attributes of an asset in the PI ACE calculations, and learn how to create element relative PI ACE calculations.

You will learn how to reuse a calculation for similar PI AF assets and visualize all of them in a single PI ProcessBook display. You will also learn to deploy PI ACE calculations, in addition to setting up load balancing and high availability for the PI ACE calculations.

Please note that each learner is encouraged to use their own software and their own data structures. This allows each learner to leave the course with something immediately valuable in their enterprise.
In this facilitated online course, you will learn the skills necessary to configure security on the PI Data Archive using OSIsoft best practices. Specifically, you will learn how to create new PI Identities and assign them custom permissions on different areas of the PI Data Archive corresponding to the security needs of your users. Additionally, this course will cover how to tighten down your security model to allow the minimum permissions needed for users and applications. A guided final project will help to reinforce concepts and skills covered in the video lectures.

This course will leverage a PI System configuration within the OSIsoft Virtual Learning Environment (VLE), virtual machines hosted on Microsoft Azure that you can access remotely. Please note that you need to meet the following system requirements in order to connect to the VLE:
  • Remote Desktop Protocol (RDP) Client
  • Access the domain cloudapp.net where the machines are hosted
A typical connection string has the form cloudservicename.cloudapp.net:xxxxx, where the cloud service name is specific to a group of virtual machines and xxxxx is a port in the range 41952-65535. Therefore users connecting to Azure virtual machines must be allowed to connect to the domain *.cloudapp.net throughout the port range 41952-65535. Please check your company firewall policies and ensure that you can connect to this domain on the required ports.
In the Creating Basic Reports with PI DataLink online course, you will learn how to use this tool to access your process data, create meaningful reports, and use them to make key decisions about your plant performance. PI DataLink is our add-in that allows users to access and deliver data to and from Microsoft Excel and create easy-to-read reports.

We will guide you on how to obtain current and archived values for a tag, as well as retrieve compressed and sampled data. Additionally, this course leverages the intuitive PI AF asset structures to enable you to retrieve key attributes of an asset, such as current, archived, compressed, and sampled values.

Please note that each learner is encouraged to use their own software and their own data structures. This allows each learner to leave the course with something immediately valuable in their enterprise.
Discover how easy it is to develop powerful applications in the Developing Applications with PI AF online course. This is a unique opportunity to learn how the PI AF SDK works on your own schedule, with your own data. Our course is guided by experienced PI AF SDK Development Instructors. While the lesson plans are defined ahead of the course, your experience is tailored to meet your specific needs.

You will benefit from a hands-on approach, enabling you to learn the material effectively and quickly. Through the specific exercises provided in the course, you will learn to perform all of the functions yourself to maximize your ability to learn everything and your instructor will be there to guide you all the way to success.

Please note that each learner is encouraged to use their own software and their own data structures. This allows each learner to leave the course with something immediately valuable in their enterprise.
In the Enabling Condition Based Maintenance with the PI System online course, students learn how the PI System can be leveraged to better monitor asset health using condition based maintenance (CBM).

This course demonstrates how to model processes and equipment using the PI Asset Framework (AF) as well as use Asset Analytics to implement logic related to asset health. Additionally, students learn how they can use PI Visualization tools, such as PI Coresight and PI DataLink, to monitor their equipment. This course also covers topics, PI Notifications and Event Frames.

Please note that each learner is encouraged to use their own software and their own data structures. This allows each learner to leave the course with something immediately valuable in their enterprise.
In this facilitated online course, you will deal with topics surrounding the design and implementation of a highly available PI System. It will provide you with a working knowledge of the installation of both the PI Data Archive and PI Interface, as well as how to maximize your PI System through the use of a PI Collective, Interface Failover, and more! During this self-paced course, you will gain exposure to various PI System components and their requirements, allowing you to understand the best way the PI System will fit into your own Enterprise. A final project will also help to reinforce concepts and skills covered in the video lectures.

This course will leverage a PI System configuration within the OSIsoft Virtual Learning Environment (VLE), virtual machines hosted on Microsoft Azure that you can access remotely. Please note that you need to meet the following system requirements in order to connect to the VLE:
  • Remote Desktop Protocol (RDP) Client
  • Access the domain cloudapp.net where the machines are hosted
A typical connection string has the form cloudservicename.cloudapp.net:xxxxx, where the cloud service name is specific to a group of virtual machines and xxxxx is a port in the range 41952-65535. Therefore users connecting to Azure virtual machines must be allowed to connect to the domain *.cloudapp.net throughout the port range 41952-65535. Please check your company firewall policies and ensure that you can connect to this domain on the required ports.

In our Partner Bootcamp, students will learn the basic technologies surrounding the PI System.  This course is an accelerated course bundle conceived specially for partners.  The material is delivered at a rigorous pace, but with ample time to develop skills.  Learners will be exposed to the working of the PI System from a wide range of perspectives: implementation, administration, end user, and integration.  The primary goal of this course is to the give our partners a solid grounding in the PI System so they can bring maximum value to their customers.  

This course is for Current OSIsoft Partner Program Members only.   Other registrations will be cancelled.

The PI System Administration for IT Professionals class is designed for the Information Technology Professional who is tasked with maintaining the PI System. This class will concentrate on the server side of the PI System, and it will provide you with a working knowledge of the tasks required to maintain a PI System and support the technical needs of its users. It covers the utilities provided with the PI System, as well as tag and system configuration. This class covers common management tasks, understanding the data flow, and troubleshooting procedures.

The class is four days long. Class starts at 8:30 a.m. and ends at approximately 4:30 p.m. Lunch breaks are at noon each day and last 60 minutes. When making travel arrangement for the class, please plan to remain on site to the completion of the final exercise. This should be no later than 4:30 on the last day of the class. This class provides 26 classroom hours of instruction.

The PI System Administration for IT Professionals class is designed for the Information Technology Professional who is tasked with maintaining the PI System. This class will concentrate on the server side of the PI System, and it will provide you with a working knowledge of the tasks required to maintain a PI System and support the technical needs of its users. It covers the utilities provided with the PI System, as well as tag and system configuration. This class covers common management tasks, understanding the data flow, and troubleshooting procedures.

The class is four days long. Class starts at 8:30 a.m. and ends at approximately 4:30 p.m. Lunch breaks are at noon each day and last 60 minutes. When making travel arrangement for the class, please plan to remain on site to the completion of the final exercise. This should be no later than 4:30 on the last day of the class. This class provides 26 classroom hours of instruction.

The PI System Architecture, Planning, & Implementation class deals with the issues surrounding the implementation of a PI System. This class will concentrate on the server side of the PI System, and it will provide you with a working knowledge of the installation of both the Data Archive and AF Server. In this class each student will work to successfully install a High Availability PI System, from interface to visualization tools. You will spend valuable time discussing the components and their requirements so you can understand the best way the PI System will fit into your own Enterprise.

This course requires no previous knowledge of the PI System.

The class is four days long. Class starts at 8:30 a.m. and ends at 4:30 p.m. Lunch breaks are at 12 p.m. each day and last 60 minutes. When making travel arrangement for the class, please plan to remain on site to the completion of the final exercise. This should be no later than 4:30 on the last day of the class. This class provides 26 classroom hours of instruction.

Learn the different options and methods for working with the PI Web API including how to make basic requests, use headers, search, and perform application development. Benefit from a hands-on approach, enabling you to learn the material effectively and quickly.

Through the specific exercises provided in the course, you will learn to perform all of the functions yourself to maximize your ability to learn everything and your instructor will be there to guide you all the way to success.

Please note that each learner is encouraged to use their own software and their own data structures. This allows each learner to leave the course with something immediately valuable in their enterprise.

The RtReports Administration class is offered to students who want to learn how to design and generate web-based regulatory compliant reports using the RtReports applications.  It is intended for PI System Managers and advanced PI System users. It allows students to design report templates and to become Power Users and trainers on report generation in their company.

In this class, we prepare the students to install and manage the RtReports server. The focus of this class is to teach students the best practices in report design and configuration.  The class also presents the graphical interface that allows plant personnel to generate, comment, verify and approve reports.

This registration is intended for those that attended the TechCon hands on session of the OSIsoft User Conference 2016 in San Francisco. You should have received a voucher code to get access to these labs. If you would like to purchase access to these labs, select the "Virtual Learning Environment One Year Pass" or the "One Month" option from the registration page, which will also include all the labs from the TechCon 2016.

The Virtual Learning Lab Environment has a working PI System that is running and available for you to learn and test your skills. You can use it as you watch the videos on our YouTube channel or that you have downloaded from our download page. This is the same virtual environment that has been popular at our User Conferences and Seminars. In order to access the Virtual Environment you will need an SSO account, which is free, and you will also have to agree to the "OSIsoft Software License and Services Agreement".  Additionally, you must be the one registering for the subscription, you cannot be registered by somebody else in order for the subscription to work properly.  This is an ongoing open subscription, which will give you access to the Virtual Learning Environment for 45 days starting on the day you purchased the subscription.

The Virtual Learning Lab Environment has a working PI System that is running and available for you to learn and test your skills. You can use it as you watch the videos on our YouTube channel or that you have downloaded from our download page. This is the same virtual environment that has been popular at our User Conferences and Seminars. In order to access the Virtual Environment you will need an SSO account, which is free, and you will also have to agree to the "OSIsoft Software License and Services Agreement".  Additionally, you must be the one registering for the subscription, you cannot be registered by somebody else in order for the subscription to work properly.  This is an ongoing open subscription, which will give you access to the Virtual Learning Environment for 375 days starting on the day you purchased the subscription.

In our Visualizing PI System Data class, you will learn how to use components of the PI Visualization Suite to access and combine your process data with your enterprise data. Learn how to build visually compelling web based dashboards with PI Coresight. We will show you how to use PI ProcessBook, our tool for creating dynamic, interactive graphical displays featuring real-time PI System data, and PI DataLink, our add-in that allows user to access and deliver data to and from Microsoft Excel and create easy-to-read reports. Much of the class time is dedicated to hands-on activities. The class is three days long. Class will start promptly at 8:30 a.m. and is scheduled to run until 4:30 p.m. We will break for lunch for one hour each day. When making travel arrangement for the class, please plan to remain on site to the completion of the final exercise. This should be no later than 4:30 on the last day of the class. This class provides 20 classroom hours of instruction. No PI Server management, tag building, or VBA scripting is taught in this class.
In our Visualizing PI System Data class, you will learn how to use components of the PI Visualization Suite to access and combine your process data with your enterprise data. Learn how to build visually compelling web based dashboards with PI Coresight. We will show you how to use PI ProcessBook, our tool for creating dynamic, interactive graphical displays featuring real-time PI System data, and PI DataLink, our add-in that allows user to access and deliver data to and from Microsoft Excel and create easy-to-read reports. Much of the class time is dedicated to hands-on activities. The class is three days long. Class will start promptly at 8:30 a.m. and is scheduled to run until 4:30 p.m. We will break for lunch for one hour each day. When making travel arrangement for the class, please plan to remain on site to the completion of the final exercise. This should be no later than 4:30 on the last day of the class. This class provides 20 classroom hours of instruction. No PI Server management, tag building, or VBA scripting is taught in this class.
This subscription provides access only to the Virtual Learning Environment for the Configuring a Simple PI System Online Course. Please note that this is not a facilitated session of the online course and thus you will not have an instructor nor will you be able to submit a final project in order to earn a certificate of completion. This registration item is meant only for those who wish to work through the online course on their own.

If you'd like to participate in a facilitated session of this online course, please register for an upcoming sessions here. All students registered in a facilitated session will be given a code that allows them to access this VLE for free.
This subscription provides access only to the Virtual Learning Environment for the Configuring PI Data Archive Security Online Course. Please note that this is not a facilitated session of the online course and thus you will not have an instructor nor will you be able to submit a final project in order to earn a certificate of completion. This registration item is meant only for those who wish to work through the online course on their own.

If you'd like to participate in a facilitated session of this online course, please register for an upcoming sessions here. All students registered in a facilitated session will be given a code that allows them to access this VLE for free.
This subscription provides access only to the Virtual Learning Environment for the Implementing PI System High Availability Online Course. Please note that this is not a facilitated session of the online course and thus you will not have an instructor nor will you be able to submit a final project in order to earn a certificate of completion. This registration item is meant only for those who wish to work through the online course on their own.

If you'd like to participate in a facilitated session of this online course, please register for an upcoming sessions here. All students registered in a facilitated session will be given a code that allows them to access this VLE for free.