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PI System Architecture, Planning and Implementation ...

PI System architecture , Planning and Implementation Course Version 2017 R2. PI System Basics Page 1. PI System architecture , Planning and Implementation Course Table of Contents 1. PI System Basics ..10. Course structure ..10. Why PI? (What problem are you trying to solve?)..10. What is a PI System ? ..11. 2. PI System Environment architecture ..14. Simple PI? ..14. Directed Activity Identify the Parts ..16. Back to the Data - What Do Your Users Require? ..18. Group Exercise Know Your Users, Their Data..20. Directed Activity Categorize Your Users.

PI System Architecture, Planning and Implementation Course Page 10 1. PI System Basics 1.1 Course structure The course consists of instructor lead training with individual and group activities, coupled with student exercises. You will need to be familiar with your own corporate network topology, and

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Transcription of PI System Architecture, Planning and Implementation ...

1 PI System architecture , Planning and Implementation Course Version 2017 R2. PI System Basics Page 1. PI System architecture , Planning and Implementation Course Table of Contents 1. PI System Basics ..10. Course structure ..10. Why PI? (What problem are you trying to solve?)..10. What is a PI System ? ..11. 2. PI System Environment architecture ..14. Simple PI? ..14. Directed Activity Identify the Parts ..16. Back to the Data - What Do Your Users Require? ..18. Group Exercise Know Your Users, Their Data..20. Directed Activity Categorize Your Users.

2 21. Combining Different Types Of Data ..22. Data Sources ..24. Data Collection Computers ..24. Directed Activity Where is Your Data? ..26. 3. PI System Planning ..27. Data Archive server High Availability ..27. PI Interface & PI Connector Failover ..27. Planning for Security ..28. Securing the Environment and the Server ..29. How Things Connect to the PI System ..30. Asset Analytics & Calculations ..31. 4. Data Flow ..32. Data Flow: From the Source to the PI Server ..32. Data Flow on the Data Collection Computers ..33. Reporting by Exception.

3 33. Group Questions Data Snapshot ..35. Directed Exercise PI Snapshot Values ..36. Compression ..37. Cumulative Impact and Defaults ..38. PI Archives ..39. 5. Data Archive Server Requirements ..40. Hardware Sizing ..40. Page 2. PI System Basics Group Exercise Define the architecture ..43. 6. Adding Power to the PI Environment ..45. A Simple PI System ..45. Expand PI System Components as Needed ..45. When You Need to Bet Your Business on PI ..46. Group Questions Review of PI Components so far ..57. 7. Installing the Servers.

4 58. Pre-installation Checks ..58. A note about the Pre-requisite Kits ..58. PI System installation order..60. License File Activation ..60. Gathering Installation information..62. Directed Activity AF Installation Directed Exercise Install the AF Services ..65. Exercise Install the Data Archive server ..69. Directed Activity Validate the Installation ..73. Overview of Management Tools for PI ..77. Time and the Data Archive ..78. Daylight Savings Time ..78. 8. PI Interfaces ..81. The PI Interface Defined ..81. Directed Activity Preparing to Install PI Interface for OPC.

5 82. Directed Activity Validating communication between the Data Archive Server and the PI Interface ..84. PI Security for connecting PI Interfaces ..87. About PI Trusts ..88. Directed Activity IP Addressing in Trusts ..89. PI Interface & PI Connector Installation Considerations ..90. Directed Activity PI Interfaces - What is installed? ..92. Directed Activity PI Interface Parameters Dissected ..93. Group Recap Questions ..95. Directed Activity PI Interface Documentation ..96. PI Interface Configuration Utility ..97. Exercise PI Interface for OPC DA Configuration with PI ICU.

6 98. 9. PI Points ..104. What is a PI Point? ..104. Page 3. PI System architecture , Planning and Implementation Course Directed Exercise Data Directed Activity Point Attributes ..107. Assets and PI Points The Basic Building Blocks in the PI System ..109. Exercise Point Types .. Error! Bookmark not defined. Creating and Managing PI Points ..112. PI Point Attributes and PI Interfaces ..113. Polled, Advised or Event Points ..115. Directed Activity PI ProcessBook ..116. Exercise OPC Points ..117. Digital State Sets ..119. Exercise Create a Digital State Set and Point.

7 121. PI Builder ..122. Exercise PI Builder ..124. 10. AF Tools ..126. The PI System Explorer ..126. The PI Builder ..126. Directed Activity Explore the Power of AF ..128. Picture your Pump Site (Optional Extra) ..131. 11. PI Connectors ..132. General Characteristics ..132. PI Connector for OPC UA ..134. Exercise Install the PI Connector for OPC UA ..136. Directed Activity Configuring PI Connector for OPC UA ..139. Group Recap Question PI Connectors ..146. 12. PI Buffer What is PI Buffer Subsystem? ..147. The Buffering Mechanism.

8 147. Exercise Configuring the PI Buffer Subsystem ..149. Directed Activity - Validating Data Buffering ..153. 13. PI Security: User Access ..155. Difference between Data Archive and AF Server security ..155. The PI License Subsystem ..156. Connection Logic ..157. Working on the Data Archive ..157. Granting The Database Security Table ..158. Page 4. PI System Basics Group Discussion Default Security ..160. Managing PI Identities and Mappings ..161. Exercise Set Security ..162. The Security Slider ..164. 14. High Availability.

9 165. Directed Activity Components of PI High Availability ..165. Data Archive Replication ..167. Constraints ..167. Directed Activity HA Pre-Installation Pre-Installation Checks ..169. Group Exercise - HA Step 1: Revisit Planning and Hardware ..170. Collective Manager ..170. Group Exercise - HA Step 2: Form the PI Collective ..171. Group Exercise - HA Step 3: Prepare the second data collection node ..173. Group Exercise - HA Step 4: Testing N-Way Buffering ..176. 15. Failover Defined ..178. PI Interface Failover ..178. PI Connector Failover.

10 179. Group Exercise - HA Step 5: Implement Failover ..181. Group Exercise - HA Final Step: The Road Group Recap Question - High Availability Debriefing ..187. 16. Complex PI System Architectures ..188. Directed Activity Complex architecture Challenges ..190. 17. Final Exercise Test Your Knowledge ..191. Preparation ..193. Build Points and Configure Build and Test AF Assets ..194. Visualizing Interface Security ..196. Client Security ..196. 18. Alternate Final Exercise Design a PI complete environment..197. 19. Appendix A Page 5.


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