Configuring a Simple PI System

Learn how to configure and manage PI Points, PI Data Archive, buffering and PI Interfaces

About this course

This course will provide you with a working knowledge of the tasks required to configure and maintain a simple PI System, focusing primarily on PI points (also known as PI tags), interfaces and buffering. During this self-paced course, you will gain exposure on data flow through a simple PI System, connection mechanisms to PI Data Archive, and interface startup process. This course is designed to provide you with lots of hands-on activities that involve working with various PI System Management utilities, such as PI System Management Tools and PI Interface Configuration Utility. The hands on portion is achieved by using the Cloud Environment provided with this course.

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

  • Describe the data flow in a simple PI System
  • Identify the directory structure of the PI folder
  • Find and view PI Point data using PI System Management Tools (SMT)
  • Change the location of archive and queue files
  • Describe PI System backup methodology and configure a local backup of the PI System
  • Install and configure PI Interface for OPC DA (Read-Only)
  • Create PI Points using PI SMT, PI Builder, and AF
  • Configure and test PI Buffering Subsystem

Audience

This course is best suited for a PI System administrator who is responsible for setting up and maintaining the PI System. It is designed to help perform administrative tasks as well as introduce the tools available for common management tasks and troubleshooting.

Level: Introductory

Study Time: 16 hours

Course Access: Unlimited access. The only exception is the Training Cloud Environment for which you have 30 day access. After those 30 days you can purchase additional access with one of the two options below:

Prerequisites

  • Basic directory navigation and management (Windows Explorer, creating and finding files)
  • Basic Windows and Network security (why you log in, what is a domain, etc.)
  • Familiarity with your real-time data sources (control systems, PLCs, OPC)
  • 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 accessible for 30 days and 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

Download Course Workbook

Course Outline

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Training Cloud Environment
  • Cloud Environments Introduction
  • Cloud Environments Instructions
  • Launch Cloud Environment
  • Lesson 1 - Introduction to a Simple PI System
  • Components of a Simple PI System and Online Course Setup (2:09)
  • Data Flow from the Data Source to the PI Data Archive (2:43)
  • Lesson 2 - Viewing Data Stored in the PI Data Archive
  • Query Current PI Point Values using PI System Management Tools (2:45)
  • Query Archived PI Point Values using PI System Management Tools (2:33)
  • Check for Stale and Bad Points (1:38)
  • Knowledge Check: Look up Historical Values, Stale and Bad PI Points
  • Lesson 3 - Managing the PI Data Archive
  • Introduction to the PI Data Archive Directory Structure (4:00)
  • Introduction to Archive Files & their Properties (4:32)
  • Enable Auto Archive Creation on the PI Data Archive (4:45)
  • Create Empty Fixed Archives for a Low Disk Space Safety Net (3:08)
  • Unregister & Move Archive Files to a New File Location (5:17)
  • Knowledge Check: Adjust Tuning Parameters for Archive Management
  • Explore Additional Tuning Parameters (2:26)
  • Stopping & Starting the PI Data Archive and its Subsystems (6:20)
  • Knowledge Check: Adjust Tuning Parameters for Other PI Data Archive Subsystems
  • Lesson 4 - Configuring Backups
  • What Are Backups of the PI Data Archive & Why Are They Important? (7:29)
  • Perform an On-Demand Backup (Single Time) of the PI Data Archive (5:11)
  • Create an Initial Baseline Backup When Setting Up an Automated Scheduled Backup Task (7:27)
  • Configure an Automated Scheduled Task to Take a Backup of the PI Data Archive Locally (9:43)
  • Copy the Local Backup of the PI Data Archive to a Remote Location Automatically (10:08)
  • Check PI Data Archive Backup History & Confirm Successful Backups (4:51)
  • Configure AF Backup (6:07)
  • Knowledge Check: Configure Automated PI Data Archive and AF Backups
  • Lesson 5 - Installing and Configuring a PI Interface
  • Install a PI Interface, PI ICU and PI API for WIS (10:20)
  • What are PI Identities, Mappings, & Trusts? (High Level PI Server Security Map) (5:48)
  • Configure Security for the PI Interface for OPC DA (3:35)
  • Perform PI Interface Prerequisite Tasks Before Configuration (9:49)
  • Explain the PI Interface Startup Process & Parameters (8:41)
  • Configure the PI Interface for OPC DA (7:31)
  • Knowledge Check: Create and configure the PI Interface for OPC DA
  • Lesson 6 - Creating and Managing PI Points
  • PI Point Attributes & their Link to PI Interface Parameters (5:42)
  • Introduction to Exception & Compression for PI Points (7:50)
  • Create PI Points in PI System Explorer using AF Templates (13:12)
  • Create Float & Digital PI Points Using Point Builder in PI SMT (12:14)
  • Create AF Elements in Bulk using the PI Builder Add In to Excel (4:31)
  • Create PI Points in Bulk Using the PI Builder Add In for Excel (8:37)
  • Knowledge Check: Build PI Points
  • Lesson 7 - Setting up Buffering on an Interface Node
  • Enable and Configure the PI Buffer Subsystem (9:16)
  • Test & Monitor Buffering Configuration for your PI Interface (6:20)
  • Knowledge Check: Enable and Configure Buffering on the Interface Node
  • Knowledge Check: Configure the Minimum Permissions for Interfaces and Buffer
  • Final Exam
  • Final Exam
  • Course Evaluation
  • How did it go?
  • Next Steps
  • Additional Resources
  • End of the course

About this course

This course will provide you with a working knowledge of the tasks required to configure and maintain a simple PI System, focusing primarily on PI points (also known as PI tags), interfaces and buffering. During this self-paced course, you will gain exposure on data flow through a simple PI System, connection mechanisms to PI Data Archive, and interface startup process. This course is designed to provide you with lots of hands-on activities that involve working with various PI System Management utilities, such as PI System Management Tools and PI Interface Configuration Utility. The hands on portion is achieved by using the Cloud Environment provided with this course.

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

  • Describe the data flow in a simple PI System
  • Identify the directory structure of the PI folder
  • Find and view PI Point data using PI System Management Tools (SMT)
  • Change the location of archive and queue files
  • Describe PI System backup methodology and configure a local backup of the PI System
  • Install and configure PI Interface for OPC DA (Read-Only)
  • Create PI Points using PI SMT, PI Builder, and AF
  • Configure and test PI Buffering Subsystem

Audience

This course is best suited for a PI System administrator who is responsible for setting up and maintaining the PI System. It is designed to help perform administrative tasks as well as introduce the tools available for common management tasks and troubleshooting.

Level: Introductory

Study Time: 16 hours

Course Access: Unlimited access. The only exception is the Training Cloud Environment for which you have 30 day access. After those 30 days you can purchase additional access with one of the two options below:

Prerequisites

  • Basic directory navigation and management (Windows Explorer, creating and finding files)
  • Basic Windows and Network security (why you log in, what is a domain, etc.)
  • Familiarity with your real-time data sources (control systems, PLCs, OPC)
  • 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 accessible for 30 days and 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

Download Course Workbook

Course Outline

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Training Cloud Environment
  • Cloud Environments Introduction
  • Cloud Environments Instructions
  • Launch Cloud Environment
  • Lesson 1 - Introduction to a Simple PI System
  • Components of a Simple PI System and Online Course Setup (2:09)
  • Data Flow from the Data Source to the PI Data Archive (2:43)
  • Lesson 2 - Viewing Data Stored in the PI Data Archive
  • Query Current PI Point Values using PI System Management Tools (2:45)
  • Query Archived PI Point Values using PI System Management Tools (2:33)
  • Check for Stale and Bad Points (1:38)
  • Knowledge Check: Look up Historical Values, Stale and Bad PI Points
  • Lesson 3 - Managing the PI Data Archive
  • Introduction to the PI Data Archive Directory Structure (4:00)
  • Introduction to Archive Files & their Properties (4:32)
  • Enable Auto Archive Creation on the PI Data Archive (4:45)
  • Create Empty Fixed Archives for a Low Disk Space Safety Net (3:08)
  • Unregister & Move Archive Files to a New File Location (5:17)
  • Knowledge Check: Adjust Tuning Parameters for Archive Management
  • Explore Additional Tuning Parameters (2:26)
  • Stopping & Starting the PI Data Archive and its Subsystems (6:20)
  • Knowledge Check: Adjust Tuning Parameters for Other PI Data Archive Subsystems
  • Lesson 4 - Configuring Backups
  • What Are Backups of the PI Data Archive & Why Are They Important? (7:29)
  • Perform an On-Demand Backup (Single Time) of the PI Data Archive (5:11)
  • Create an Initial Baseline Backup When Setting Up an Automated Scheduled Backup Task (7:27)
  • Configure an Automated Scheduled Task to Take a Backup of the PI Data Archive Locally (9:43)
  • Copy the Local Backup of the PI Data Archive to a Remote Location Automatically (10:08)
  • Check PI Data Archive Backup History & Confirm Successful Backups (4:51)
  • Configure AF Backup (6:07)
  • Knowledge Check: Configure Automated PI Data Archive and AF Backups
  • Lesson 5 - Installing and Configuring a PI Interface
  • Install a PI Interface, PI ICU and PI API for WIS (10:20)
  • What are PI Identities, Mappings, & Trusts? (High Level PI Server Security Map) (5:48)
  • Configure Security for the PI Interface for OPC DA (3:35)
  • Perform PI Interface Prerequisite Tasks Before Configuration (9:49)
  • Explain the PI Interface Startup Process & Parameters (8:41)
  • Configure the PI Interface for OPC DA (7:31)
  • Knowledge Check: Create and configure the PI Interface for OPC DA
  • Lesson 6 - Creating and Managing PI Points
  • PI Point Attributes & their Link to PI Interface Parameters (5:42)
  • Introduction to Exception & Compression for PI Points (7:50)
  • Create PI Points in PI System Explorer using AF Templates (13:12)
  • Create Float & Digital PI Points Using Point Builder in PI SMT (12:14)
  • Create AF Elements in Bulk using the PI Builder Add In to Excel (4:31)
  • Create PI Points in Bulk Using the PI Builder Add In for Excel (8:37)
  • Knowledge Check: Build PI Points
  • Lesson 7 - Setting up Buffering on an Interface Node
  • Enable and Configure the PI Buffer Subsystem (9:16)
  • Test & Monitor Buffering Configuration for your PI Interface (6:20)
  • Knowledge Check: Enable and Configure Buffering on the Interface Node
  • Knowledge Check: Configure the Minimum Permissions for Interfaces and Buffer
  • Final Exam
  • Final Exam
  • Course Evaluation
  • How did it go?
  • Next Steps
  • Additional Resources
  • End of the course