PI System Administration: Basics

Learn to install, configure, manage, and support PI Data Archive and PI Interfaces.

About this course

This course will provide you with a working knowledge of many of the tasks required to configure and maintain a PI System. The guiding principle behind this course is that after completion, you should be able to confidently install and maintain a small PI System by yourself.

Although not everyone that takes this course will install a PI System of their own, going through the installation process in a learning environment will introduce all the moving parts of the system, and give you the confidence to be able to troubleshoot problems yourself. This course will provide you with 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
  • Prepare for a PI System Installation
  • Install and configure a new PI Server, including the Data Archive and Asset Framework components
  • Install and configure a new PI Interface
  • Create and manage PI Points
  • Configure Interface redundancy
  • Manage user access to the PI System
  • Manage archive files on a Data Archive

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

  • Completion of the free PI System Basics class
  • Basic Windows 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

  • 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

Curriculum

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Training Cloud Environment
  • Cloud Environments Introduction
  • Cloud Environments Instructions
  • Launch Cloud Environment
  • [Optional] Course Workbook
  • Introduction
  • Introduction
  • Overview of the Course
  • Hands-On: Overview of Course Setup
  • Preparing for a PI System
  • Background: What Preparation is Needed?
  • Background: Hardware Sizing
  • Background: Software Prerequisites
  • Background: Service Accounts and Certificates
  • Background: Firewall Port Requirements
  • Background: PI Data Archive License File Activation
  • Reference: PI Data Archive Install Technical Standards
  • PI Server Installation
  • Hands-On: PI Server Installation
  • Hands-On: Post-Install - Backup
  • Hands-On: Post-Install - Security
  • Knowledge Check: Final Post-Install Tasks
  • PI Interface Installation
  • Background: How Does the PI System Connect to Data Sources?
  • Hands-On: PI Interface Installation
  • Knowledge Check: Confirming Connectivity
  • Hands-On: PI Interface Configuration
  • Knowledge Check: The Bufferer, the Betterer
  • PI Point Management
  • Hands-On: Creating Points for Interfaces
  • Background: Explore PI Points and Interfaces
  • Background: Compression and Exception
  • Reference: The Interface User Manual
  • Knowledge Check: Creating Digital Points
  • Hands-On: Creating Points in Bulk
  • Knowledge Check: Confirming Interface Operation
  • Knowledge Check: The PI Data Archive Message Log
  • Knowledge Check: Creating More Points
  • Improving Interface Reliability
  • Background: Interface Redundancy
  • Knowledge Check: Preparing a Second PI Interface
  • Hands-On: Configure UNIINT Failover
  • Knowledge Check: Interface Health Points
  • Managing User Access
  • Hands-On: Data Archive Security
  • Background: What is Asset Framework?
  • Hands-On: Asset Framework Security
  • Knowledge Check: Contractor Access
  • Managing Data
  • Background: What are Archive Files?
  • Knowledge Check: PI Archives in Depth
  • Final Exam
  • Final Exam
  • How did it go?
  • Course Evaluation

About this course

This course will provide you with a working knowledge of many of the tasks required to configure and maintain a PI System. The guiding principle behind this course is that after completion, you should be able to confidently install and maintain a small PI System by yourself.

Although not everyone that takes this course will install a PI System of their own, going through the installation process in a learning environment will introduce all the moving parts of the system, and give you the confidence to be able to troubleshoot problems yourself. This course will provide you with 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
  • Prepare for a PI System Installation
  • Install and configure a new PI Server, including the Data Archive and Asset Framework components
  • Install and configure a new PI Interface
  • Create and manage PI Points
  • Configure Interface redundancy
  • Manage user access to the PI System
  • Manage archive files on a Data Archive

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

  • Completion of the free PI System Basics class
  • Basic Windows 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

  • 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

Curriculum

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Training Cloud Environment
  • Cloud Environments Introduction
  • Cloud Environments Instructions
  • Launch Cloud Environment
  • [Optional] Course Workbook
  • Introduction
  • Introduction
  • Overview of the Course
  • Hands-On: Overview of Course Setup
  • Preparing for a PI System
  • Background: What Preparation is Needed?
  • Background: Hardware Sizing
  • Background: Software Prerequisites
  • Background: Service Accounts and Certificates
  • Background: Firewall Port Requirements
  • Background: PI Data Archive License File Activation
  • Reference: PI Data Archive Install Technical Standards
  • PI Server Installation
  • Hands-On: PI Server Installation
  • Hands-On: Post-Install - Backup
  • Hands-On: Post-Install - Security
  • Knowledge Check: Final Post-Install Tasks
  • PI Interface Installation
  • Background: How Does the PI System Connect to Data Sources?
  • Hands-On: PI Interface Installation
  • Knowledge Check: Confirming Connectivity
  • Hands-On: PI Interface Configuration
  • Knowledge Check: The Bufferer, the Betterer
  • PI Point Management
  • Hands-On: Creating Points for Interfaces
  • Background: Explore PI Points and Interfaces
  • Background: Compression and Exception
  • Reference: The Interface User Manual
  • Knowledge Check: Creating Digital Points
  • Hands-On: Creating Points in Bulk
  • Knowledge Check: Confirming Interface Operation
  • Knowledge Check: The PI Data Archive Message Log
  • Knowledge Check: Creating More Points
  • Improving Interface Reliability
  • Background: Interface Redundancy
  • Knowledge Check: Preparing a Second PI Interface
  • Hands-On: Configure UNIINT Failover
  • Knowledge Check: Interface Health Points
  • Managing User Access
  • Hands-On: Data Archive Security
  • Background: What is Asset Framework?
  • Hands-On: Asset Framework Security
  • Knowledge Check: Contractor Access
  • Managing Data
  • Background: What are Archive Files?
  • Knowledge Check: PI Archives in Depth
  • Final Exam
  • Final Exam
  • How did it go?
  • Course Evaluation