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. 

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

Time: 3-4 hours/week, for 3 weeks

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)

Price: 

  • 259 USD: By signing up for this course you will have access to:
    • OSIsoft Engineers who can review your final project
    • Cloud Environment
    • Sharable certificate of completion that can be directly posted on LinkedIn (*To obtain the certificate of completion, you need to pass the final project.)

You can also audit the video lecture content on the OSIsoft Learning YouTube Channel. This does not include the exercises, supplementary readings, graded final project or certificate of completion. 

Software Requirements: 

Once you register for this course, you will receive access to the learning cloud environment where you can practice the skills taught in this class. The environment will include the following software:

  • Access to Active Directory
  • PI Data Archive (3.4.380 or later) with PI System Management Tool (PI SMT)
  • PI AF Server 2016 or later with PI System Explorer
  • An interface using PI API and PI Buffer Subsystem 2016 or later
  • Permissions to create and update PI Points
  • Optional: PI Builder

Grading and Certification of Completion: 

Once you register for this course, you must select one of the final submission review periods below. During this period, our course facilitators will be available to review and grade your project. If you don't receive a passing grade in the first submission, you can re-submit your work again during the 1 week review period.

Final Project Submission Deadline

Event Date Spaces left
Configuring a Simple PI System (Final Project Due) - Virtual Sept. 2, 2019, midnight -
Sept. 6, 2019, 4 p.m. PDT
56
Configuring a Simple PI System (Final Project Due) - Virtual Oct. 21, 2019, midnight -
Oct. 25, 2019, 4 p.m. PDT
93
Configuring a Simple PI System (Final Project Due) - Virtual Dec. 2, 2019, midnight -
Dec. 6, 2019, 4 p.m. PST
88

Course Outline

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • Final Project Submission Deadline
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Launch Cloud Environment
  • Lesson 1 - Introduction to a Simple PI System
  • Components of a Simple PI System and Online Course Setup
  • Data Flow from the Data Source to the PI Data Archive
  • Lesson 2 - Viewing Data Stored in the PI Data Archive
  • Query Current PI Point Values using PI System Management Tools
  • Query Archived PI Point Values using PI System Management Tools
  • Check for Stale and Bad Points
  • 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
  • Introduction to Archive Files & their Properties
  • Enable Auto Archive Creation on the PI Data Archive
  • Create Empty Fixed Archives for a Low Disk Space Safety Net
  • Unregister & Move Archive Files to a New File Location
  • Knowledge Check: Adjust Tuning Parameters for Archive Management
  • Explore Additional Tuning Parameters
  • Stopping & Starting the PI Data Archive and its Subsystems
  • 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?
  • Perform an On-Demand Backup (Single Time) of the PI Data Archive
  • Create an Initial Baseline Backup When Setting Up an Automated Scheduled Backup Task
  • Configure an Automated Scheduled Task to Take a Backup of the PI Data Archive Locally
  • Copy the Local Backup of the PI Data Archive to a Remote Location Automatically
  • Check PI Data Archive Backup History & Confirm Successful Backups
  • Configure AF Backup
  • 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
  • What are PI Identities, Mappings, & Trusts? (High Level PI Server Security Map)
  • Configure Security for the PI Interface for OPC DA
  • Perform PI Interface Prerequisite Tasks Before Configuration
  • Explain the PI Interface Startup Process & Parameters
  • Configure the PI Interface for OPC DA
  • 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
  • Introduction to Exception & Compression for PI Points
  • Create PI Points in PI System Explorer using AF Templates
  • Create Float & Digital PI Points Using Point Builder in PI SMT
  • Create AF Elements in Bulk using the PI Builder Add In to Excel
  • Create PI Points in Bulk Using the PI Builder Add In for Excel
  • Knowledge Check: Build PI Points
  • Lesson 7 - Setting up Buffering on an Interface Node
  • Enable and Configure the PI Buffer Subsystem
  • Test & Monitor Buffering Configuration for your PI Interface
  • Knowledge Check: Enable and Configure Buffering on the Interface Node
  • Knowledge Check: Configure the Minimum Permissions for Interfaces and Buffer
  • Final Project
  • Final Project: Set Up a Simple PI System
  • Course Evaluation
  • How did it go?
  • Next Steps
  • Additional Resources

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. 

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

Time: 3-4 hours/week, for 3 weeks

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)

Price: 

  • 259 USD: By signing up for this course you will have access to:
    • OSIsoft Engineers who can review your final project
    • Cloud Environment
    • Sharable certificate of completion that can be directly posted on LinkedIn (*To obtain the certificate of completion, you need to pass the final project.)

You can also audit the video lecture content on the OSIsoft Learning YouTube Channel. This does not include the exercises, supplementary readings, graded final project or certificate of completion. 

Software Requirements: 

Once you register for this course, you will receive access to the learning cloud environment where you can practice the skills taught in this class. The environment will include the following software:

  • Access to Active Directory
  • PI Data Archive (3.4.380 or later) with PI System Management Tool (PI SMT)
  • PI AF Server 2016 or later with PI System Explorer
  • An interface using PI API and PI Buffer Subsystem 2016 or later
  • Permissions to create and update PI Points
  • Optional: PI Builder

Grading and Certification of Completion: 

Once you register for this course, you must select one of the final submission review periods below. During this period, our course facilitators will be available to review and grade your project. If you don't receive a passing grade in the first submission, you can re-submit your work again during the 1 week review period.

Live events

Final Project Submission Deadline

Event Date Spaces left
Configuring a Simple PI System (Final Project Due) - Virtual Sept. 2, 2019, midnight -
Sept. 6, 2019, 4 p.m. PDT
56
Configuring a Simple PI System (Final Project Due) - Virtual Oct. 21, 2019, midnight -
Oct. 25, 2019, 4 p.m. PDT
93
Configuring a Simple PI System (Final Project Due) - Virtual Dec. 2, 2019, midnight -
Dec. 6, 2019, 4 p.m. PST
88

Course Outline

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • Final Project Submission Deadline
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Launch Cloud Environment
  • Lesson 1 - Introduction to a Simple PI System
  • Components of a Simple PI System and Online Course Setup
  • Data Flow from the Data Source to the PI Data Archive
  • Lesson 2 - Viewing Data Stored in the PI Data Archive
  • Query Current PI Point Values using PI System Management Tools
  • Query Archived PI Point Values using PI System Management Tools
  • Check for Stale and Bad Points
  • 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
  • Introduction to Archive Files & their Properties
  • Enable Auto Archive Creation on the PI Data Archive
  • Create Empty Fixed Archives for a Low Disk Space Safety Net
  • Unregister & Move Archive Files to a New File Location
  • Knowledge Check: Adjust Tuning Parameters for Archive Management
  • Explore Additional Tuning Parameters
  • Stopping & Starting the PI Data Archive and its Subsystems
  • 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?
  • Perform an On-Demand Backup (Single Time) of the PI Data Archive
  • Create an Initial Baseline Backup When Setting Up an Automated Scheduled Backup Task
  • Configure an Automated Scheduled Task to Take a Backup of the PI Data Archive Locally
  • Copy the Local Backup of the PI Data Archive to a Remote Location Automatically
  • Check PI Data Archive Backup History & Confirm Successful Backups
  • Configure AF Backup
  • 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
  • What are PI Identities, Mappings, & Trusts? (High Level PI Server Security Map)
  • Configure Security for the PI Interface for OPC DA
  • Perform PI Interface Prerequisite Tasks Before Configuration
  • Explain the PI Interface Startup Process & Parameters
  • Configure the PI Interface for OPC DA
  • 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
  • Introduction to Exception & Compression for PI Points
  • Create PI Points in PI System Explorer using AF Templates
  • Create Float & Digital PI Points Using Point Builder in PI SMT
  • Create AF Elements in Bulk using the PI Builder Add In to Excel
  • Create PI Points in Bulk Using the PI Builder Add In for Excel
  • Knowledge Check: Build PI Points
  • Lesson 7 - Setting up Buffering on an Interface Node
  • Enable and Configure the PI Buffer Subsystem
  • Test & Monitor Buffering Configuration for your PI Interface
  • Knowledge Check: Enable and Configure Buffering on the Interface Node
  • Knowledge Check: Configure the Minimum Permissions for Interfaces and Buffer
  • Final Project
  • Final Project: Set Up a Simple PI System
  • Course Evaluation
  • How did it go?
  • Next Steps
  • Additional Resources