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Implementing PI System High Availability

Learn how to plan and implement a highly available PI System.

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About this course

Note: As of 4th August 2021 this course has been retired as its outcomes are covered in the more recent PI System Administration: Basics and PI System Administration: Beyond the Basics courses. If you purchased "Implementing PI System High Availability" after the 4th July 2021 and would like to be transferred to the new courses, please contact us at learning@osisoft.com.

In this course, you will learn about the topics surrounding the design and implementation of a highly available PI System. You will learn how to form a PI Collective and different options to configure highly available Asset Framework (AF). This course also covers the basics of installing a PI Interface, enabling the PI Buffer Subsystem, and configuring a PI Interface for Interface Failover.

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

  • Work with PI System utilities, including PI System Management Tools, PI Collective Manager, and the PI Interface Configuration Utility (PI ICU)
  • Create a PI Data Archive collective from a standalone PI Data Archive
  • Install PI Interfaces in UniInt failover with the PI Buffer Subsystem
  • Design a highly available architecture for your PI AF Server and PI AF Services

Audience

This course is primarily suited for the professional who develops implementation plans for new Enterprise software applications. It is for someone who needs to understand the various parts of the PI System, resource requirements, and High Availability and redundancy options inherent in the PI System.

Level: Introductory

Study Time: 16 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

  • Basic knowledge of the following: domains and workgroups, your own architectural constraints and structure
  • This course will not cover basic networking knowledge, thus the student should be familiar with the following:
    • Basic Windows and Network security (why you log in, what is a domain, etc.)
    • Familiarity with your Enterprise's network structure and IT constraints (various domains, firewalls, etc.)
  • A computer that can access our YouTube content, and pass our connection test

Software Requirements

  • In this course, we will work with the cloud environment which contains the following components:
    • Access to Active Directory
    • Access to the following Install Kits: PI Data Archive (v2016, 3.4.400.1162+), PI Interface Configuration Utility & PI Interface for OPC DA (v.2.5.1.3+)
    • Two PI Data Archive Machines
    • Two PI Interface Machines

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.
  • 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 hands-on experience working with key concepts.
  •  There are 7 hands-on knowledge checks tailored to apply the knowledge you've learned in the video lectures.
  • There is also a quiz which you must pass to obtain a certificate of completion.
  • Once you register for a course, you will have access to the course materials 24/7 on this website.  

Further Information

  • 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

Course Outline

  • Getting Started
  • How to Navigate This Course
  • Discussion Forum
  • Offline Course Videos for Blocked YouTube Users
  • Training Cloud Environment
  • Launch Cloud Environment
  • Lesson 1 - PI System Architecture and Planning
  • Introduction to PI System Components & Architectures (5:54)
  • Considerations when Planning your PI System Architecture (8:24)
  • Expanding your PI System from a Simple to Complex Architecture (8:22)
  • Knowledge Check: Diagramming Your Existing PI System
  • PI Data Archive Hardware Sizing & IT Recommendations (8:02)
  • Knowledge Check: Sizing Your Organization's PI System
  • Overview of PI Data Archive Security & Connections (12:52)
  • Lesson 2 - Forming a PI Collective for High Availability
  • Introduction to PI Collectives & High Availability (5:53)
  • Installing a Second PI Data Archive for use in a PI Collective (21:31)
  • Knowledge Check: Preparing Your Secondary PI Data Archive
  • Creating a PI Collective through the PI Collective Manager (20:50)
  • Knowledge Check: Forming a PI Data Archive Collective
  • Lesson 3 - Planning PI AF High Availability
  • Explore AF High Availability Options (3:18)
  • Knowledge Check: Planning PI AF Server High Availability in Your Organization
  • Lesson 4 - Configuring UniInt Failover with PI Interfaces
  • Introduction to PI Interfaces & Interface Architectures (4:44)
  • Installing a PI Interface & PI Interface Configuration Utility (7:18)
  • Implement & Test Security for PI Interface Connections (12:48)
  • Configure a PI Interface & Enable the PI Buffer Subsystem (17:49)
  • Knowledge Check: Preparing a Secondary PI Interface
  • Implement & Test UniInt Failover on the PI Interface for OPC DA (22:39)
  • Knowledge Check: Configuring a PI Interface in Failover
  • Lesson 5 - Advanced PI System Architectures
  • Considerations for Complex PI System Architectures (8:27)
  • Final Exam
  • Final Exam
  • Course Evaluation
  • How did it go?
  • Next Steps
  • Additional Resources
  • End of the course

About this course

Note: As of 4th August 2021 this course has been retired as its outcomes are covered in the more recent PI System Administration: Basics and PI System Administration: Beyond the Basics courses. If you purchased "Implementing PI System High Availability" after the 4th July 2021 and would like to be transferred to the new courses, please contact us at learning@osisoft.com.

In this course, you will learn about the topics surrounding the design and implementation of a highly available PI System. You will learn how to form a PI Collective and different options to configure highly available Asset Framework (AF). This course also covers the basics of installing a PI Interface, enabling the PI Buffer Subsystem, and configuring a PI Interface for Interface Failover.

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

  • Work with PI System utilities, including PI System Management Tools, PI Collective Manager, and the PI Interface Configuration Utility (PI ICU)
  • Create a PI Data Archive collective from a standalone PI Data Archive
  • Install PI Interfaces in UniInt failover with the PI Buffer Subsystem
  • Design a highly available architecture for your PI AF Server and PI AF Services

Audience

This course is primarily suited for the professional who develops implementation plans for new Enterprise software applications. It is for someone who needs to understand the various parts of the PI System, resource requirements, and High Availability and redundancy options inherent in the PI System.

Level: Introductory

Study Time: 16 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

  • Basic knowledge of the following: domains and workgroups, your own architectural constraints and structure
  • This course will not cover basic networking knowledge, thus the student should be familiar with the following:
    • Basic Windows and Network security (why you log in, what is a domain, etc.)
    • Familiarity with your Enterprise's network structure and IT constraints (various domains, firewalls, etc.)
  • A computer that can access our YouTube content, and pass our connection test

Software Requirements

  • In this course, we will work with the cloud environment which contains the following components:
    • Access to Active Directory
    • Access to the following Install Kits: PI Data Archive (v2016, 3.4.400.1162+), PI Interface Configuration Utility & PI Interface for OPC DA (v.2.5.1.3+)
    • Two PI Data Archive Machines
    • Two PI Interface Machines

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.
  • 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 hands-on experience working with key concepts.
  •  There are 7 hands-on knowledge checks tailored to apply the knowledge you've learned in the video lectures.
  • There is also a quiz which you must pass to obtain a certificate of completion.
  • Once you register for a course, you will have access to the course materials 24/7 on this website.  

Further Information

  • 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

Course Outline

  • Getting Started
  • How to Navigate This Course
  • Discussion Forum
  • Offline Course Videos for Blocked YouTube Users
  • Training Cloud Environment
  • Launch Cloud Environment
  • Lesson 1 - PI System Architecture and Planning
  • Introduction to PI System Components & Architectures (5:54)
  • Considerations when Planning your PI System Architecture (8:24)
  • Expanding your PI System from a Simple to Complex Architecture (8:22)
  • Knowledge Check: Diagramming Your Existing PI System
  • PI Data Archive Hardware Sizing & IT Recommendations (8:02)
  • Knowledge Check: Sizing Your Organization's PI System
  • Overview of PI Data Archive Security & Connections (12:52)
  • Lesson 2 - Forming a PI Collective for High Availability
  • Introduction to PI Collectives & High Availability (5:53)
  • Installing a Second PI Data Archive for use in a PI Collective (21:31)
  • Knowledge Check: Preparing Your Secondary PI Data Archive
  • Creating a PI Collective through the PI Collective Manager (20:50)
  • Knowledge Check: Forming a PI Data Archive Collective
  • Lesson 3 - Planning PI AF High Availability
  • Explore AF High Availability Options (3:18)
  • Knowledge Check: Planning PI AF Server High Availability in Your Organization
  • Lesson 4 - Configuring UniInt Failover with PI Interfaces
  • Introduction to PI Interfaces & Interface Architectures (4:44)
  • Installing a PI Interface & PI Interface Configuration Utility (7:18)
  • Implement & Test Security for PI Interface Connections (12:48)
  • Configure a PI Interface & Enable the PI Buffer Subsystem (17:49)
  • Knowledge Check: Preparing a Secondary PI Interface
  • Implement & Test UniInt Failover on the PI Interface for OPC DA (22:39)
  • Knowledge Check: Configuring a PI Interface in Failover
  • Lesson 5 - Advanced PI System Architectures
  • Considerations for Complex PI System Architectures (8:27)
  • Final Exam
  • Final Exam
  • Course Evaluation
  • How did it go?
  • Next Steps
  • Additional Resources
  • End of the course