PI System - Initiation and Planning

NEW - Begin thinking about the fundamental elements of you PI System Architecture

About this course

This module is the second part in a three-part series from the “Project Manager” learning path. This series of modules will give you the knowledge and insight you need to effectively manage a PI System implementation. I will guide you all the way from OSIsoft introductions, to planning, implementation and adoption.

In this second part of the series, we will start developing our PI System implementation plan by considering and recording important aspects of the process into the Gantt chart template provided. You will also gain a better understanding of using the customer portal to create and manage support cases, as well as begin thinking about the fundamental elements of you PI System Architecture (such as components, hardware, security).

We hope you enjoy the module and please don’t hesitate to get in touch with any comments or feedback.

By the end of the course, you will...

  • have understood the importance of defining and pursuing specific success metrics
  • experience accessing the customer portal and managing support cases
  • have begun developing your project Gantt chart, and added elements such as project milestones, user groups, resources, and task ownership.

Level: Introductory

Audience: This course is designed for people who are just starting their journey with OSIsoft and who would like to learn more about the company, its products and services and how customers are gaining valuable business impacts.

Suggested time commitment: 2 hours.

This Course Includes...

  • Videos, discussion opportunities and quizzes to help you learn the material
  • A sharable certificate of completion

Prerequisites

  • Optionally, Module 1: "Getting Started with OSIsoft".
  • This course should be part of your first steps as a PI System user or project manager.
  • You can access our YouTube content.

Software Requirements

  • There is no software requirement for this course. For the time being, simply watch the introductory video tutorials.
  • Microsoft Office or equivalent is required to access the workbook and presentation provided.

Further Information

  • Once you register for a course, you will have access to the course materials 24/7 on this website. 
  • 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

Curriculum

  • Getting Started
  • Key Course Information
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Lesson 1 - Project Initiation
  • Learning Outcomes
  • Course Introduction
  • [POLL] Who's from what industry
  • [DISCUSSION] Introductions
  • Define your success metrics: Business Impacts
  • Exercise Introduction – Pick your project
  • Exercise – Pick your project
  • Do your research
  • Exercise – Explore our collection of customer stories
  • Identify Stakeholders
  • Exercise – Make a list of PI Supporters
  • Download Gantt Chart Template
  • Knowledge Check
  • Learn more
  • Lesson 2 - Using the myOSIsoft customer portal
  • Learning Outcomes
  • Overview of the customer portal
  • Getting a login to OSIsoft customer portal
  • How to create and manage a case
  • How to find support materials through the Knowledge Base
  • Knowledge Check
  • Learn More
  • Questions?
  • Lesson 3 - Project Planning
  • Learning Outcomes
  • The CSM role
  • Project Milestones
  • Exercise – What project milestones will you need to include?
  • Exercise – Add your milestones to your Gantt Chart
  • Identifying and classifying task ownership
  • Exercise – Identify other groups or resources
  • Knowledge Check
  • Lesson 4 - PI System Architecture
  • Learning Outcomes
  • Introduction to PI System Components & Architectures
  • Considerations when Planning your PI System Architecture
  • Expanding your PI System from a Simple to Complex Architecture
  • PI Data Archive Hardware Sizing & IT Recommendations
  • Overview of PI Data Archive Security & Connections
  • Knowledge Check
  • Learn more
  • Lesson 5 - Performance and control
  • Learning Outcomes
  • Introduction and recommendations
  • Development Environment
  • Production Environment
  • Exercise – Dev, Test, Prod and You
  • Test Environment
  • Knowledge Check
  • Questions?
  • Next Steps
  • Next Steps
  • Course Evaluation
  • Final Exam
  • Final Exam

About this course

This module is the second part in a three-part series from the “Project Manager” learning path. This series of modules will give you the knowledge and insight you need to effectively manage a PI System implementation. I will guide you all the way from OSIsoft introductions, to planning, implementation and adoption.

In this second part of the series, we will start developing our PI System implementation plan by considering and recording important aspects of the process into the Gantt chart template provided. You will also gain a better understanding of using the customer portal to create and manage support cases, as well as begin thinking about the fundamental elements of you PI System Architecture (such as components, hardware, security).

We hope you enjoy the module and please don’t hesitate to get in touch with any comments or feedback.

By the end of the course, you will...

  • have understood the importance of defining and pursuing specific success metrics
  • experience accessing the customer portal and managing support cases
  • have begun developing your project Gantt chart, and added elements such as project milestones, user groups, resources, and task ownership.

Level: Introductory

Audience: This course is designed for people who are just starting their journey with OSIsoft and who would like to learn more about the company, its products and services and how customers are gaining valuable business impacts.

Suggested time commitment: 2 hours.

This Course Includes...

  • Videos, discussion opportunities and quizzes to help you learn the material
  • A sharable certificate of completion

Prerequisites

  • Optionally, Module 1: "Getting Started with OSIsoft".
  • This course should be part of your first steps as a PI System user or project manager.
  • You can access our YouTube content.

Software Requirements

  • There is no software requirement for this course. For the time being, simply watch the introductory video tutorials.
  • Microsoft Office or equivalent is required to access the workbook and presentation provided.

Further Information

  • Once you register for a course, you will have access to the course materials 24/7 on this website. 
  • 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

Curriculum

  • Getting Started
  • Key Course Information
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Lesson 1 - Project Initiation
  • Learning Outcomes
  • Course Introduction
  • [POLL] Who's from what industry
  • [DISCUSSION] Introductions
  • Define your success metrics: Business Impacts
  • Exercise Introduction – Pick your project
  • Exercise – Pick your project
  • Do your research
  • Exercise – Explore our collection of customer stories
  • Identify Stakeholders
  • Exercise – Make a list of PI Supporters
  • Download Gantt Chart Template
  • Knowledge Check
  • Learn more
  • Lesson 2 - Using the myOSIsoft customer portal
  • Learning Outcomes
  • Overview of the customer portal
  • Getting a login to OSIsoft customer portal
  • How to create and manage a case
  • How to find support materials through the Knowledge Base
  • Knowledge Check
  • Learn More
  • Questions?
  • Lesson 3 - Project Planning
  • Learning Outcomes
  • The CSM role
  • Project Milestones
  • Exercise – What project milestones will you need to include?
  • Exercise – Add your milestones to your Gantt Chart
  • Identifying and classifying task ownership
  • Exercise – Identify other groups or resources
  • Knowledge Check
  • Lesson 4 - PI System Architecture
  • Learning Outcomes
  • Introduction to PI System Components & Architectures
  • Considerations when Planning your PI System Architecture
  • Expanding your PI System from a Simple to Complex Architecture
  • PI Data Archive Hardware Sizing & IT Recommendations
  • Overview of PI Data Archive Security & Connections
  • Knowledge Check
  • Learn more
  • Lesson 5 - Performance and control
  • Learning Outcomes
  • Introduction and recommendations
  • Development Environment
  • Production Environment
  • Exercise – Dev, Test, Prod and You
  • Test Environment
  • Knowledge Check
  • Questions?
  • Next Steps
  • Next Steps
  • Course Evaluation
  • Final Exam
  • Final Exam