Building Asset Hierarchies with PI AF

Learn the skills needed to successfully model your processes and equipment using the Asset Framework (AF) Server.

About this course

The start day for this course is the day you register, and you will have access to the material for 30 days after you register, as described below.

In this course, you will learn the skills needed to successfully model your 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)

By the end of the course, you will be able to...

  • Organize assets into AF hierarchies
  • Unify data from multiple sources (PI Data Archive, relational sources, calculations from Asset Analytics) in AF
  • Standardize models across different assets using:
    • Templates
    • Substitution parameters
    • Unit of measurement (UOM)
  • Create tags through AF

Audience

This course is for beginning users of PI AF, but is open to anyone who wishes to learn more about building assets and hierarchies in PI AF, and asset-based data organization. This course is primarily suited for those who are responsible for managing the PI AF database since the tasks involve building elements and defining data to be associated with them.

However, any user who has read/write access to a PI AF database (even if it is a "sandbox" environment) will benefit. In fact, having a good knowledge of the equipment and processes involved will lead to more meaningful models; so participation by process engineers and other subject matter experts is highly encouraged.

Level: Introductory

Study Time: 12 hours

Course Expiration: 30 days after purchase (If you are not able to finish the material, you will be able to purchase the course again).

Prerequisites

  • Basic knowledge of the PI System, Microsoft Excel, and relational databases
  • A computer that can access our YouTube content, and pass our connection test

This Course Includes...

  • Videos, exercises and quizzes to help you learn the material
  • A Cloud Environment configured to complete all the exercises in the course
  • A sharable certificate of completion

Further Information

  • This is a self-paced course. Any questions or assistance needed about the material can be asked in this course's space in the OSIsoft PI Square community
  • When you complete the examination at the end of the course, you will receive a certificate of completion which can be shared and directly posted on LinkedIn
  • For more information about our Online Courses please visit our FAQ page

You can audit the full video lecture content right now on the OSIsoft Learning YouTube Channel

Course Outline

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Optional Workbook
  • Lesson 1 - Introduction to AF
  • Introduction to Asset Framework (AF)
  • Lesson 2 - PI System Explorer Basics
  • Navigate in PI System Explorer (PSE)
  • Connect to and Search a PI System
  • Connect to, Create, and Share PI AF Databases
  • Knowledge Check: Create a New Database
  • Lesson 3 - Introduction to AF Modeling
  • Details About HVAC System Example Used in Course
  • Modeling Approaches in PI AF: Top-down Versus Bottom-up
  • Create Elements and Attributes in AF
  • Knowledge Check: Understand Your Assets
  • Lesson 4 - Attribute Data References
  • Create Attributes with PI Point Data Reference
  • Use Alternative Value Retrieval Methods with PI Point Data Reference
  • Create Attributes with Table Lookup Data Reference & Build AF Tables
  • Use Linked SQL Tables in AF
  • Create Attributes with Formula Data Reference
  • Create Attributes with String Builder Data Reference
  • Lesson 5 - Create Templates in AF
  • Introduction to and Advantages of AF Templates
  • Convert an Element to a Template
  • Use Substitution Parameters with Attribute Templates
  • Group Attributes to Build a Base Template
  • Use PI Builder Tool to Create New Attribute Templates
  • Introduction to Derived Templates
  • Build Derived Templates in AF
  • Knowledge Check: Work with Templates
  • Expand AF Hierarchy & Use PI Builder to Map Tags to Attributes
  • Lesson 6 - Build Tags in AF
  • Use Advanced Substitution Parameters with Attribute Templates
  • Revert Attributes to Template in Bulk with PI Builder
  • Configure AF Templates for Tag Creation
  • Rapidly Deploy New Asset Models Using AF Templates
  • Knowledge Check: Expand Asset Hierarchies
  • Lesson 7 - Organize Elements and Attributes
  • Use Categories to Organize Attributes in AF
  • Move and Reference Elements in AF
  • Final Exam

    For eLearning, this section will detail the means of submitting the final project for the course.

     

  • Final Exam
  • Course Evaluation

    Section name for getting feedback on the course - every course should have this section.

  • How did it go?
  • Training Cloud Environments
  • Cloud Environments Introduction
  • Cloud Environments Instructions
  • Launch Cloud Environment
  • Next Steps

    This section will list options to either implement the learned content or how to continue their education in the PI System.

  • Additional Learning Resources
  • End of the course

About this course

The start day for this course is the day you register, and you will have access to the material for 30 days after you register, as described below.

In this course, you will learn the skills needed to successfully model your 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)

By the end of the course, you will be able to...

  • Organize assets into AF hierarchies
  • Unify data from multiple sources (PI Data Archive, relational sources, calculations from Asset Analytics) in AF
  • Standardize models across different assets using:
    • Templates
    • Substitution parameters
    • Unit of measurement (UOM)
  • Create tags through AF

Audience

This course is for beginning users of PI AF, but is open to anyone who wishes to learn more about building assets and hierarchies in PI AF, and asset-based data organization. This course is primarily suited for those who are responsible for managing the PI AF database since the tasks involve building elements and defining data to be associated with them.

However, any user who has read/write access to a PI AF database (even if it is a "sandbox" environment) will benefit. In fact, having a good knowledge of the equipment and processes involved will lead to more meaningful models; so participation by process engineers and other subject matter experts is highly encouraged.

Level: Introductory

Study Time: 12 hours

Course Expiration: 30 days after purchase (If you are not able to finish the material, you will be able to purchase the course again).

Prerequisites

  • Basic knowledge of the PI System, Microsoft Excel, and relational databases
  • A computer that can access our YouTube content, and pass our connection test

This Course Includes...

  • Videos, exercises and quizzes to help you learn the material
  • A Cloud Environment configured to complete all the exercises in the course
  • A sharable certificate of completion

Further Information

  • This is a self-paced course. Any questions or assistance needed about the material can be asked in this course's space in the OSIsoft PI Square community
  • When you complete the examination at the end of the course, you will receive a certificate of completion which can be shared and directly posted on LinkedIn
  • For more information about our Online Courses please visit our FAQ page

You can audit the full video lecture content right now on the OSIsoft Learning YouTube Channel

Course Outline

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Optional Workbook
  • Lesson 1 - Introduction to AF
  • Introduction to Asset Framework (AF)
  • Lesson 2 - PI System Explorer Basics
  • Navigate in PI System Explorer (PSE)
  • Connect to and Search a PI System
  • Connect to, Create, and Share PI AF Databases
  • Knowledge Check: Create a New Database
  • Lesson 3 - Introduction to AF Modeling
  • Details About HVAC System Example Used in Course
  • Modeling Approaches in PI AF: Top-down Versus Bottom-up
  • Create Elements and Attributes in AF
  • Knowledge Check: Understand Your Assets
  • Lesson 4 - Attribute Data References
  • Create Attributes with PI Point Data Reference
  • Use Alternative Value Retrieval Methods with PI Point Data Reference
  • Create Attributes with Table Lookup Data Reference & Build AF Tables
  • Use Linked SQL Tables in AF
  • Create Attributes with Formula Data Reference
  • Create Attributes with String Builder Data Reference
  • Lesson 5 - Create Templates in AF
  • Introduction to and Advantages of AF Templates
  • Convert an Element to a Template
  • Use Substitution Parameters with Attribute Templates
  • Group Attributes to Build a Base Template
  • Use PI Builder Tool to Create New Attribute Templates
  • Introduction to Derived Templates
  • Build Derived Templates in AF
  • Knowledge Check: Work with Templates
  • Expand AF Hierarchy & Use PI Builder to Map Tags to Attributes
  • Lesson 6 - Build Tags in AF
  • Use Advanced Substitution Parameters with Attribute Templates
  • Revert Attributes to Template in Bulk with PI Builder
  • Configure AF Templates for Tag Creation
  • Rapidly Deploy New Asset Models Using AF Templates
  • Knowledge Check: Expand Asset Hierarchies
  • Lesson 7 - Organize Elements and Attributes
  • Use Categories to Organize Attributes in AF
  • Move and Reference Elements in AF
  • Final Exam

    For eLearning, this section will detail the means of submitting the final project for the course.

     

  • Final Exam
  • Course Evaluation

    Section name for getting feedback on the course - every course should have this section.

  • How did it go?
  • Training Cloud Environments
  • Cloud Environments Introduction
  • Cloud Environments Instructions
  • Launch Cloud Environment
  • Next Steps

    This section will list options to either implement the learned content or how to continue their education in the PI System.

  • Additional Learning Resources
  • End of the course