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PI Vision Installation and Migration from PI ProcessBook

Walk through a PI Vision Installation and use the dedicated Migration Utility to bring PI ProcessBook displays to PI Vision

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About this course

In part one of this course we will identify and explore the main components of a PI Vision installation and the typical data flow that occurs as different architecture elements interact with each other. We will also examine the required tasks at each stage: pre-installation (hardware and software requirements, service account, permissions), the installation process itself and post-installation (configuration, Kerberos delegation).

In part two of this course, we will use the PI ProcessBook to PI Vision Migration Utility to migrate PI ProcessBook displays to native PI Vision displays. We will start by reviewing an existing set of PI ProcessBook displays. Then we will learn about how the Migration Utility works along with the configuration options which are available for the migrated PI Vision displays. After using the Migration Utility to first analyze then migrate specified PI ProcessBook displays, we will review the migrated PI Vision displays and the different interaction capabilities that exist in PI Vision. We will also learn how to update the PI Vision displays leveraging advantages of PI Vision and Asset Framework.

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

  • Install and configure PI Vision
  • Understand PI ProcessBook and PI Vision functionality
  • Use the PI ProcessBook to PI Vision Migration Utility
  • Understand the configuration and reporting options available in the Migration Utility
  • Validate migration configuration options in PI Vision
  • Use PI Vision and Asset Framework to enhance migrated PI Vision displays

Audience

This course is designed for people who have already used PI ProcessBook and PI Vision. In particular, you rely primarily on PI ProcessBook and have existing PI ProcessBook displays. This course will help you become familiar with the PI ProcessBook to PI Vision Migration Utility and how to enhance PI Vision displays after using this tool.

Level: Intermediate

Study time: 8 hours

Course Access: Unlimited access to all content except the Training Cloud Environment (TCE). You have 30 days access to the TCE starting on the day you access module section "Launch Cloud Environment". 

After those 30 days you can purchase additional access with one of the two options below:

Prerequisites

  • During this course, we will be making the following assumptions:
    • Your organization already has a PI System set up
    • You’re familiar with Asset Framework and how to use PI System Explorer.
    • You’re familiar with how to navigate displays and how to leverage AF templates using both PI ProcessBook and PI Vision.
    • You’re interested in using PI Vision with your existing display information
    • You have a computer that can access our YouTube content.

This Course Includes...

  • Videos, discussion opportunities and quizzes to help you learn the material
  • Two Cloud Environments accessible for 30 days and configured to complete all the exercises in the course
    • One Cloud Environment is configured for migrating PI ProcessBook displays to PI Vision
    • A second Cloud Environment is configured with a PI System to install PI Vision
  • This course is self-paced for your convenience. Thus, there are no live components to the course, nor are there required login hours. Please use the video lectures for instruction along with the course exercises to gain experience working with the key concepts presented.
  • There is a final quiz which you must pass to obtain a sharable certificate of completion.
  • Once you register for a course, you will have access to the course materials 24/7 on this website.  

Software Requirements

  • In this course, we will work with the cloud environment which contains the following components:
    • Access to Active Directory
    • Data Archive 2017 (3.4.415) or later
    • AF Server 2017 or later with PI System Explorer
    • PI ProcessBook 3.0.15.7 or later
    • PI Vision 2019
    • PI ProcessBook to PI Vision 2019 Migration Utility Patch 1
    • Microsoft Office or equivalent is required to access the workbook and presentation provided.

Further Information

  • The course is accompanied by an Azure-deployed virtual environment and a workbook, which allows you to walk through the contents in detail at your own pace.
  • 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

Course Material

Curriculum

  • Getting Started
  • How to Navigate This Course
  • Discussion Forum
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Training Cloud Environment
  • Cloud Environments Available with the Course
  • Launch Cloud Environment
  • ------------- Part 1: PI Vision Installation
  • Introduction to PI Vision
  • Architecture
  • Data Flow
  • Pre-Installation Tasks
  • Hardware and Software Requirements
  • Prepare the Application Server (5:31)
  • Exercise - Preparing an Application Server
  • Solution
  • Create a Service Account and Set Up Permissions (2:28)
  • Exercise - Create a service account and set up permissions
  • Solution
  • The Installation Process
  • Run the Installation Process (5:22)
  • Exercise - Run the installation process
  • Solution
  • Post-Installation Tasks
  • Configure PI Vision (10:51)
  • Exercise - Configure PI Vision
  • Solution
  • How Kerberos Delegation Works
  • Set up Kerberos Delegation (10:24)
  • Exercise - Set up Kerberos Delegation
  • Solution
  • Enabling Users to Change the Display Language
  • ------------- Part 2: Migration from PI ProcessBook
  • Introduction
  • Introduction (4:57)
  • Review Existing PI ProcessBook Displays
  • Exercise 1 – Objectives, Scenario, and Approach (2:20)
  • [TEXT SOLUTION] Step-by-Step Guide to Complete Exercise 1
  • Knowledge Check
  • [VIDEO SOLUTION] Walkthrough of Exercise 1 (6:18)
  • Analyze and Migrate PI ProcessBook Displays
  • Exercise 2 – Objectives, Scenario, and Approach (1:37)
  • [TEXT SOLUTION] Step-by-Step Guide to Complete Exercise 2
  • Knowledge Check
  • [VIDEO SOLUTION] Walkthrough of Exercise 2 (6:29)
  • Review Migrated PI Vision Displays
  • Exercise 3 – Objectives, Scenario, and Approach (1:20)
  • [TEXT SOLUTION] Step-by-Step Guide to Complete Exercise 3
  • Knowledge Check
  • [VIDEO SOLUTION] Walkthrough of Exercise 3 (6:06)
  • Complete the PI Vision Displays
  • Exercise 4 – Objectives, Scenario, and Approach (2:05)
  • [TEXT SOLUTION] Step-by-Step Guide to Complete Exercise 4
  • Knowledge Check
  • [VIDEO SOLUTION] Walkthrough of Exercise 4 (11:44)
  • Migrate Another PI ProcessBook Display
  • Exercise 5 – Objectives, Scenario, and Approach (1:18)
  • [TEXT SOLUTION] Step-by-Step Guide to Complete Exercise 5
  • [VIDEO SOLUTION] Walkthrough of Exercise 5 (7:07)
  • Course Evaluation
  • How did it go?
  • Final Exam
  • Final Exam

About this course

In part one of this course we will identify and explore the main components of a PI Vision installation and the typical data flow that occurs as different architecture elements interact with each other. We will also examine the required tasks at each stage: pre-installation (hardware and software requirements, service account, permissions), the installation process itself and post-installation (configuration, Kerberos delegation).

In part two of this course, we will use the PI ProcessBook to PI Vision Migration Utility to migrate PI ProcessBook displays to native PI Vision displays. We will start by reviewing an existing set of PI ProcessBook displays. Then we will learn about how the Migration Utility works along with the configuration options which are available for the migrated PI Vision displays. After using the Migration Utility to first analyze then migrate specified PI ProcessBook displays, we will review the migrated PI Vision displays and the different interaction capabilities that exist in PI Vision. We will also learn how to update the PI Vision displays leveraging advantages of PI Vision and Asset Framework.

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

  • Install and configure PI Vision
  • Understand PI ProcessBook and PI Vision functionality
  • Use the PI ProcessBook to PI Vision Migration Utility
  • Understand the configuration and reporting options available in the Migration Utility
  • Validate migration configuration options in PI Vision
  • Use PI Vision and Asset Framework to enhance migrated PI Vision displays

Audience

This course is designed for people who have already used PI ProcessBook and PI Vision. In particular, you rely primarily on PI ProcessBook and have existing PI ProcessBook displays. This course will help you become familiar with the PI ProcessBook to PI Vision Migration Utility and how to enhance PI Vision displays after using this tool.

Level: Intermediate

Study time: 8 hours

Course Access: Unlimited access to all content except the Training Cloud Environment (TCE). You have 30 days access to the TCE starting on the day you access module section "Launch Cloud Environment". 

After those 30 days you can purchase additional access with one of the two options below:

Prerequisites

  • During this course, we will be making the following assumptions:
    • Your organization already has a PI System set up
    • You’re familiar with Asset Framework and how to use PI System Explorer.
    • You’re familiar with how to navigate displays and how to leverage AF templates using both PI ProcessBook and PI Vision.
    • You’re interested in using PI Vision with your existing display information
    • You have a computer that can access our YouTube content.

This Course Includes...

  • Videos, discussion opportunities and quizzes to help you learn the material
  • Two Cloud Environments accessible for 30 days and configured to complete all the exercises in the course
    • One Cloud Environment is configured for migrating PI ProcessBook displays to PI Vision
    • A second Cloud Environment is configured with a PI System to install PI Vision
  • This course is self-paced for your convenience. Thus, there are no live components to the course, nor are there required login hours. Please use the video lectures for instruction along with the course exercises to gain experience working with the key concepts presented.
  • There is a final quiz which you must pass to obtain a sharable certificate of completion.
  • Once you register for a course, you will have access to the course materials 24/7 on this website.  

Software Requirements

  • In this course, we will work with the cloud environment which contains the following components:
    • Access to Active Directory
    • Data Archive 2017 (3.4.415) or later
    • AF Server 2017 or later with PI System Explorer
    • PI ProcessBook 3.0.15.7 or later
    • PI Vision 2019
    • PI ProcessBook to PI Vision 2019 Migration Utility Patch 1
    • Microsoft Office or equivalent is required to access the workbook and presentation provided.

Further Information

  • The course is accompanied by an Azure-deployed virtual environment and a workbook, which allows you to walk through the contents in detail at your own pace.
  • 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

Course Material

Curriculum

  • Getting Started
  • How to Navigate This Course
  • Discussion Forum
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Training Cloud Environment
  • Cloud Environments Available with the Course
  • Launch Cloud Environment
  • ------------- Part 1: PI Vision Installation
  • Introduction to PI Vision
  • Architecture
  • Data Flow
  • Pre-Installation Tasks
  • Hardware and Software Requirements
  • Prepare the Application Server (5:31)
  • Exercise - Preparing an Application Server
  • Solution
  • Create a Service Account and Set Up Permissions (2:28)
  • Exercise - Create a service account and set up permissions
  • Solution
  • The Installation Process
  • Run the Installation Process (5:22)
  • Exercise - Run the installation process
  • Solution
  • Post-Installation Tasks
  • Configure PI Vision (10:51)
  • Exercise - Configure PI Vision
  • Solution
  • How Kerberos Delegation Works
  • Set up Kerberos Delegation (10:24)
  • Exercise - Set up Kerberos Delegation
  • Solution
  • Enabling Users to Change the Display Language
  • ------------- Part 2: Migration from PI ProcessBook
  • Introduction
  • Introduction (4:57)
  • Review Existing PI ProcessBook Displays
  • Exercise 1 – Objectives, Scenario, and Approach (2:20)
  • [TEXT SOLUTION] Step-by-Step Guide to Complete Exercise 1
  • Knowledge Check
  • [VIDEO SOLUTION] Walkthrough of Exercise 1 (6:18)
  • Analyze and Migrate PI ProcessBook Displays
  • Exercise 2 – Objectives, Scenario, and Approach (1:37)
  • [TEXT SOLUTION] Step-by-Step Guide to Complete Exercise 2
  • Knowledge Check
  • [VIDEO SOLUTION] Walkthrough of Exercise 2 (6:29)
  • Review Migrated PI Vision Displays
  • Exercise 3 – Objectives, Scenario, and Approach (1:20)
  • [TEXT SOLUTION] Step-by-Step Guide to Complete Exercise 3
  • Knowledge Check
  • [VIDEO SOLUTION] Walkthrough of Exercise 3 (6:06)
  • Complete the PI Vision Displays
  • Exercise 4 – Objectives, Scenario, and Approach (2:05)
  • [TEXT SOLUTION] Step-by-Step Guide to Complete Exercise 4
  • Knowledge Check
  • [VIDEO SOLUTION] Walkthrough of Exercise 4 (11:44)
  • Migrate Another PI ProcessBook Display
  • Exercise 5 – Objectives, Scenario, and Approach (1:18)
  • [TEXT SOLUTION] Step-by-Step Guide to Complete Exercise 5
  • [VIDEO SOLUTION] Walkthrough of Exercise 5 (7:07)
  • Course Evaluation
  • How did it go?
  • Final Exam
  • Final Exam