Configuring Analytics with PI AF

Learn how to create different types of asset analytics to gain more insight into your operational data.

About this course

In this course, you will learn how to create different types of asset analytics to gain more insight into your data. Using Asset Framework (AF), we will explore a range of analyses including expressions with multi-line calculations, roll-ups for aggregate attributes, event frames to capture important events in your process, and notifications to trigger alerts based on the real-time changes in your asset.

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

  • Use analysis syntax to create simple analyses
  • Create different types of analyses: expressions, rollups and event frames
  • Set up analyses using templates in AF
  • Manage, backfill and recalculate analyses
  • Visualize event frames using PI Vision and PI DataLink
  • Configure and customize notification templates
  • Set up dynamic notification subscribers

Audience: This course is best suited for PI System users who are already familiar with the basics of Asset Framework and who are interested in creating asst based analytics.

Level: Intermediate

Time: Study 4-5 hours/week, for 3 weeks

Prerequisites: 

This course is for intermediate to advanced users of Asset Framework (AF) who are already familiar with the basics of AF such as:

  • working with PI System Explorer (PSE)
  • building and managing  asset hierarchies in AF using templates
  • working with different data reference types: table lookup, formula, PI Point, etc.

Students without prior knowledge of AF should take the Building Asset Hierarchies with PI AF online course first.

Additionally, familiarity with PI Clients tools is expected. Students enrolled in this course should be able to:

  • Create a basic report using PI Data Link
  • Create asset-based displays in PI Vision

Students without prior knowledge of PI client tools should review the following online courses or public course workbook:


Price: 

  • 259 USD: By signing up for this course you will have access to:
    • OSIsoft Engineers who can review your final project
    • 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:

Students are encouraged to use their own software and data structures. This allows each student to leave the course with something valuable to their enterprise. The software requirements for completing the exercises and the final project are as follows:

  • Access to Asset Framework 2016 or later (PI AF Server and PI AF Client) with PI Analysis Service set up (port 5463 needs to be open)
    • Note: Asset Framework 2017 R2 or later is required to practice the following sections:
      • Output analyses on event frames
      • Dynamic endpoints for Notification subscribers
  • Access to new AF databases with read/write permissions (i.e. permissions to modify and create templates, attributes, analyses and notifications)
  • Access to the PI Data Archive with read/write permissions to create tags. Because analyses output tags are created in this course, access to a development or sandbox PI Data Archive server is encouraged.
  • Access to PI Client tools, such as PI Data Link 2013 or later and PI Vision 2016 or later (previously known as PI Coresight)

If you do not have access to your own PI System, subscribe to the optional Training Cloud Environment:

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 Analytics with PI AF (Final Project Due) - Virtual Sept. 2, 2019, midnight -
Sept. 6, 2019, 4 p.m. PDT
91
Configuring Analytics with PI AF (Final Project Due) - Virtual Sept. 30, 2019, midnight -
Oct. 4, 2019, 4 p.m. PDT
91
Configuring Analytics with PI AF (Final Project Due) - Virtual Oct. 21, 2019, midnight -
Oct. 25, 2019, 4 p.m. PDT
97
Configuring Analytics with PI AF (Final Project Due) - Virtual Dec. 2, 2019, midnight -
Dec. 6, 2019, 4 p.m. PST
93

Course Outline

  • Getting Started

    this section should be used for both courses and course series, as appropriate.  It is a section describing how to go through the course (such as go ahead and register for live events before doing pre-work so the student gets a spot).  This should at minimum be used for any courses which have 1) anything before the live event section - like pre-work, or 2) multiple sessions that they must register for.

    For External Courses, the workbook will be included in this section, since registration should not be required to download course workbook

  • Key Course Information
  • Course Grading Scheme
  • Final Project Submission Deadline
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Lesson 1 - Welcome to the course!
  • Sample AF Database
  • Goals
  • Lesson 2 - Working with Expression Analyses
  • Explore Analysis Syntax and Create an Expression Analysis
  • Knowledge Check: Expression Analyses Syntax
  • Solution: Expression Analyses Syntax
  • Use Different Functions for Analyses
  • Knowledge Check: My First Expression Analyses
  • Solution: My First Expression Analyses
  • Map Outputs of Analyses to Attributes
  • Knowledge Check: Create Analyses to Calculate OEE Metrics
  • Solution: Create Analyses to Calculate OEE Metrics
  • Review Analysis Statuses, Scheduling, and Future Outputs
  • Knowledge Check: Configure OEE Calculation Schedule
  • Solution: Configure OEE Calculation Schedule
  • Templatize Analyses
  • Knowledge Check: Apply the OEE Calculation to Multiple Assets
  • Solution: Apply the OEE Calculation to Multiple Assets
  • Dependency Chain Overview
  • Lesson 3 - Configure Rollup Analyses
  • Create Rollup Analyses on Templates
  • Knowledge Check: Identify the Total Production Rate for Each Site
  • Solution: Identify the Total Production Rate for Each Site
  • Lesson 4 - Create Event Frames in PI System
  • Set Up an Event Frame Generation Analysis
  • Knowledge Check: Capture a Specific Event in Your Process
  • Solution: Capture a Specific Event in Your Process
  • Add Output Expressions to Event Frames
  • Knowledge Check: Calculate Production Rate During an Event
  • Solution: Calculate Production Rate During an Event
  • View Event Frames in PI System Explorer
  • Setup Event Frames with Multiple Start Triggers and Severities
  • Lesson 5 - Visualize Event Frames in PI Client Tools
  • Compare Events Using PI DataLink
  • Analyze Event Frames in PI Vision
  • Knowledge Check: Visualize and Annotate Your Event Frames
  • Solution: Visualize and Annotate Your Event Frames
  • Lesson 6 - Backill Calculated Data
  • Manage Analyses in Bulk, and Backfill or Recalculate your Data
  • Knowledge Check: Capture Process Excursions
  • Solution: Capture Process Excursions
  • Lesson 7 - Set up Notifications
  • Create a Notification Based on an Event Frame
  • Set up Contacts, Delivery Endpoints, Groups, & Escalation Teams for Notifications
  • Customize Notifications Message Content & Format
  • Add Subscribers to a Notification Rule Template with a Dynamic Endpoint
  • Generate Notifications with a Dynamic URL for PI Vision Displays
  • Knowledge Check: Alert Response Team for Process Excursions
  • Solution: Alert Response Team for Process Excursions
  • Lesson 8 - Troubleshoot Asset Analytics
  • Troubleshooting Analysis When Outputting Calc Failed (AF 2018)
  • Final Project
  • Final Project: Enhance Your Process Using Asset Analytics
  • Course Evaluation

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

  • How did it go?
  • Next Steps

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

  • Additional Resources

About this course

In this course, you will learn how to create different types of asset analytics to gain more insight into your data. Using Asset Framework (AF), we will explore a range of analyses including expressions with multi-line calculations, roll-ups for aggregate attributes, event frames to capture important events in your process, and notifications to trigger alerts based on the real-time changes in your asset.

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

  • Use analysis syntax to create simple analyses
  • Create different types of analyses: expressions, rollups and event frames
  • Set up analyses using templates in AF
  • Manage, backfill and recalculate analyses
  • Visualize event frames using PI Vision and PI DataLink
  • Configure and customize notification templates
  • Set up dynamic notification subscribers

Audience: This course is best suited for PI System users who are already familiar with the basics of Asset Framework and who are interested in creating asst based analytics.

Level: Intermediate

Time: Study 4-5 hours/week, for 3 weeks

Prerequisites: 

This course is for intermediate to advanced users of Asset Framework (AF) who are already familiar with the basics of AF such as:

  • working with PI System Explorer (PSE)
  • building and managing  asset hierarchies in AF using templates
  • working with different data reference types: table lookup, formula, PI Point, etc.

Students without prior knowledge of AF should take the Building Asset Hierarchies with PI AF online course first.

Additionally, familiarity with PI Clients tools is expected. Students enrolled in this course should be able to:

  • Create a basic report using PI Data Link
  • Create asset-based displays in PI Vision

Students without prior knowledge of PI client tools should review the following online courses or public course workbook:


Price: 

  • 259 USD: By signing up for this course you will have access to:
    • OSIsoft Engineers who can review your final project
    • 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:

Students are encouraged to use their own software and data structures. This allows each student to leave the course with something valuable to their enterprise. The software requirements for completing the exercises and the final project are as follows:

  • Access to Asset Framework 2016 or later (PI AF Server and PI AF Client) with PI Analysis Service set up (port 5463 needs to be open)
    • Note: Asset Framework 2017 R2 or later is required to practice the following sections:
      • Output analyses on event frames
      • Dynamic endpoints for Notification subscribers
  • Access to new AF databases with read/write permissions (i.e. permissions to modify and create templates, attributes, analyses and notifications)
  • Access to the PI Data Archive with read/write permissions to create tags. Because analyses output tags are created in this course, access to a development or sandbox PI Data Archive server is encouraged.
  • Access to PI Client tools, such as PI Data Link 2013 or later and PI Vision 2016 or later (previously known as PI Coresight)

If you do not have access to your own PI System, subscribe to the optional Training Cloud Environment:

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 Analytics with PI AF (Final Project Due) - Virtual Sept. 2, 2019, midnight -
Sept. 6, 2019, 4 p.m. PDT
91
Configuring Analytics with PI AF (Final Project Due) - Virtual Sept. 30, 2019, midnight -
Oct. 4, 2019, 4 p.m. PDT
91
Configuring Analytics with PI AF (Final Project Due) - Virtual Oct. 21, 2019, midnight -
Oct. 25, 2019, 4 p.m. PDT
97
Configuring Analytics with PI AF (Final Project Due) - Virtual Dec. 2, 2019, midnight -
Dec. 6, 2019, 4 p.m. PST
93

Course Outline

  • Getting Started

    this section should be used for both courses and course series, as appropriate.  It is a section describing how to go through the course (such as go ahead and register for live events before doing pre-work so the student gets a spot).  This should at minimum be used for any courses which have 1) anything before the live event section - like pre-work, or 2) multiple sessions that they must register for.

    For External Courses, the workbook will be included in this section, since registration should not be required to download course workbook

  • Key Course Information
  • Course Grading Scheme
  • Final Project Submission Deadline
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Lesson 1 - Welcome to the course!
  • Sample AF Database
  • Goals
  • Lesson 2 - Working with Expression Analyses
  • Explore Analysis Syntax and Create an Expression Analysis
  • Knowledge Check: Expression Analyses Syntax
  • Solution: Expression Analyses Syntax
  • Use Different Functions for Analyses
  • Knowledge Check: My First Expression Analyses
  • Solution: My First Expression Analyses
  • Map Outputs of Analyses to Attributes
  • Knowledge Check: Create Analyses to Calculate OEE Metrics
  • Solution: Create Analyses to Calculate OEE Metrics
  • Review Analysis Statuses, Scheduling, and Future Outputs
  • Knowledge Check: Configure OEE Calculation Schedule
  • Solution: Configure OEE Calculation Schedule
  • Templatize Analyses
  • Knowledge Check: Apply the OEE Calculation to Multiple Assets
  • Solution: Apply the OEE Calculation to Multiple Assets
  • Dependency Chain Overview
  • Lesson 3 - Configure Rollup Analyses
  • Create Rollup Analyses on Templates
  • Knowledge Check: Identify the Total Production Rate for Each Site
  • Solution: Identify the Total Production Rate for Each Site
  • Lesson 4 - Create Event Frames in PI System
  • Set Up an Event Frame Generation Analysis
  • Knowledge Check: Capture a Specific Event in Your Process
  • Solution: Capture a Specific Event in Your Process
  • Add Output Expressions to Event Frames
  • Knowledge Check: Calculate Production Rate During an Event
  • Solution: Calculate Production Rate During an Event
  • View Event Frames in PI System Explorer
  • Setup Event Frames with Multiple Start Triggers and Severities
  • Lesson 5 - Visualize Event Frames in PI Client Tools
  • Compare Events Using PI DataLink
  • Analyze Event Frames in PI Vision
  • Knowledge Check: Visualize and Annotate Your Event Frames
  • Solution: Visualize and Annotate Your Event Frames
  • Lesson 6 - Backill Calculated Data
  • Manage Analyses in Bulk, and Backfill or Recalculate your Data
  • Knowledge Check: Capture Process Excursions
  • Solution: Capture Process Excursions
  • Lesson 7 - Set up Notifications
  • Create a Notification Based on an Event Frame
  • Set up Contacts, Delivery Endpoints, Groups, & Escalation Teams for Notifications
  • Customize Notifications Message Content & Format
  • Add Subscribers to a Notification Rule Template with a Dynamic Endpoint
  • Generate Notifications with a Dynamic URL for PI Vision Displays
  • Knowledge Check: Alert Response Team for Process Excursions
  • Solution: Alert Response Team for Process Excursions
  • Lesson 8 - Troubleshoot Asset Analytics
  • Troubleshooting Analysis When Outputting Calc Failed (AF 2018)
  • Final Project
  • Final Project: Enhance Your Process Using Asset Analytics
  • Course Evaluation

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

  • How did it go?
  • Next Steps

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

  • Additional Resources