PI System - Implementation and Adoption

NEW - Understand pre-installation tasks, hardware requirements, licenses and security models

About this course

This module is the third 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 third part in the series, we will complete our PI System implementation plan by considering and recording important aspects of the process into the Gantt chart template provided. Aspects such as pre-installation checks, AF modelling and preparing your users for the PI System. You will also gain a better understanding of utilizing the customer portal to download install kits and generate licenses, as well as begin thinking about preparing your internal processes and support structures (for example software deployment and team training).

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 hardware requirements, security models, pre-installation tasks, and installation workflow related to installing the PI Server, Asset Framework and Data Archive. 
  • have become familiar with the structure, contents and file types included in the install kits.
  • know how to utilize the Customer Portal to download products and generate licenses.  
  • have completed developing your project Gantt chart, and added the necessary elements presented in the module.

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" and Module 2: "Initiation and Planning".
  • 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 - Solution Implementation
  • Learning Outcomes
  • Course Introduction
  • [POLL] Who's from what industry
  • [DISCUSSION] Introductions
  • Download Gantt Chart Template
  • Implementation and 3rd party assistance
  • Preparation for PI System Installation - Hardware
  • Preparation for PI System Installation - Common Delays
  • Installation Kits
  • Exercise: Add appropriate tasks to Gantt Chart
  • Knowledge Check
  • Learn more
  • Questions?
  • Lesson 2 - PI System installation
  • Learning Outcomes
  • Before Installing a PI Server
  • Customer Portal – Download Products
  • Customer Portal – Generate Licenses
  • PI Server installation
  • Asset Framework installation – part 1
  • Asset Framework installation – part 2
  • Data Archive – Installation process
  • Data Archive – Security
  • Exercise: Add appropriate tasks to Gantt Chart
  • Knowldege Check
  • Learn More
  • Questions?
  • Lesson 3 - Adoption
  • Learning Outcomes
  • Introduction
  • Internal Support Structures
  • [DISCUSSION] – Your Support Structure
  • Preparing User Software
  • Recommended Approach (Training you Team)
  • [DISCUSSION] Your Training Approach
  • Exercise: Add appropriate tasks to Gantt Chart
  • Knowledge Check
  • Learn more
  • Questions?
  • Lesson 4 - Final Thoughts
  • Example Gantt Chart
  • Conclusion & Next Steps
  • Course Evaluation
  • Final Exam
  • Final Exam

About this course

This module is the third 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 third part in the series, we will complete our PI System implementation plan by considering and recording important aspects of the process into the Gantt chart template provided. Aspects such as pre-installation checks, AF modelling and preparing your users for the PI System. You will also gain a better understanding of utilizing the customer portal to download install kits and generate licenses, as well as begin thinking about preparing your internal processes and support structures (for example software deployment and team training).

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 hardware requirements, security models, pre-installation tasks, and installation workflow related to installing the PI Server, Asset Framework and Data Archive. 
  • have become familiar with the structure, contents and file types included in the install kits.
  • know how to utilize the Customer Portal to download products and generate licenses.  
  • have completed developing your project Gantt chart, and added the necessary elements presented in the module.

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" and Module 2: "Initiation and Planning".
  • 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 - Solution Implementation
  • Learning Outcomes
  • Course Introduction
  • [POLL] Who's from what industry
  • [DISCUSSION] Introductions
  • Download Gantt Chart Template
  • Implementation and 3rd party assistance
  • Preparation for PI System Installation - Hardware
  • Preparation for PI System Installation - Common Delays
  • Installation Kits
  • Exercise: Add appropriate tasks to Gantt Chart
  • Knowledge Check
  • Learn more
  • Questions?
  • Lesson 2 - PI System installation
  • Learning Outcomes
  • Before Installing a PI Server
  • Customer Portal – Download Products
  • Customer Portal – Generate Licenses
  • PI Server installation
  • Asset Framework installation – part 1
  • Asset Framework installation – part 2
  • Data Archive – Installation process
  • Data Archive – Security
  • Exercise: Add appropriate tasks to Gantt Chart
  • Knowldege Check
  • Learn More
  • Questions?
  • Lesson 3 - Adoption
  • Learning Outcomes
  • Introduction
  • Internal Support Structures
  • [DISCUSSION] – Your Support Structure
  • Preparing User Software
  • Recommended Approach (Training you Team)
  • [DISCUSSION] Your Training Approach
  • Exercise: Add appropriate tasks to Gantt Chart
  • Knowledge Check
  • Learn more
  • Questions?
  • Lesson 4 - Final Thoughts
  • Example Gantt Chart
  • Conclusion & Next Steps
  • Course Evaluation
  • Final Exam
  • Final Exam