PI World 2020 Lab PI Vision –

Migrating PI ProcessBook Displays

OSIsoft, LLC
1600 Alvarado Street
San Leandro, CA 94577
All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or
transmitted, in any form or by any means, mechanical, photocopying, recording, or otherwise, without
the prior written permission of OSIsoft, LLC.

OSIsoft, the OSIsoft logo and logotype, Managed PI, OSIsoft Advanced Services, OSIsoft Cloud
Services, OSIsoft Connected Services, OSIsoft EDS, PI ACE, PI Advanced Computing Engine, PI AF
SDK, PI API, PI Asset Framework, PI Audit Viewer, PI Builder, PI Cloud Connect, PI Connectors, PI
Data Archive, PI DataLink, PI DataLink Server, PI Developers Club, PI Integrator for Business
Analytics, PI Interfaces, PI JDBC Driver, PI Manual Logger, PI Notifications, PI ODBC Driver, PI
OLEDB Enterprise, PI OLEDB Provider, PI OPC DA Server, PI OPC HDA Server, PI ProcessBook,
PI SDK, PI Server, PI Square, PI System, PI System Access, PI Vision, PI Visualization Suite, PI
Web API, PI WebParts, PI Web Services, RLINK and RtReports are all trademarks of OSIsoft, LLC.

All other trademarks or trade names used herein are the property of their respective owners.

U.S. GOVERNMENT RIGHTS

Use, duplication or disclosure by the US Government is subject to restrictions set forth in the OSIsoft,
LLC license agreement and/or as provided in DFARS 227.7202, DFARS 252.227-7013, FAR 12-212,
FAR 52.227-19, or their successors, as applicable.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by
any means, mechanical, photocopying, recording or otherwise, without the written permission of OSIsoft, LLC.

2 | Pa g e
Table of Contents

Contents
Table of Contents .......................................................................................................................................................................... 3
Introduction ...................................................................................................................................................................................... 4
Approach ............................................................................................................................................................................................ 4
Why Use the PI ProcessBook to PI Vision Migration Utility?............................................................................. 4
Scenario: Flynn River Hydro .................................................................................................................................................. 5
Exercises ............................................................................................................................................................................................ 6
Exercise 1: Review Existing PI ProcessBook Displays .................................................................................... 6
Exercise 2: Analyze and Migrate PI ProcessBook Displays .......................................................................... 8
Exercise 3: Review Migrated PI Vision Displays .................................................................................................10
Exercise 4: Complete the PI Vision Displays ........................................................................................................12
Exercise 5: Migrate Another PI ProcessBook Display .....................................................................................16

3 | Pa g e
Introduction
This lab is designed for people who already have used PI ProcessBook and PI Vision. Students
should already be familiar with how to navigate displays in both PI ProcessBook and PI Vision
and understand how PI ProcessBook and PI Vision are able to leverage AF Templates.

Approach
Specific questions or scenarios will be presented to solve primarily using OSIsoft PI ProcessBook or PI
Vision as your visualization and analysis tool. In addition, the PI ProcessBook to PI Vision Migration Utility
will be used. More advanced features of PI Vision will have a strong reliance on AF so you will also need to
use PI System Explorer (PSE). If you are stuck, ask one of the lab monitors for assistance.

Why Use the PI ProcessBook to PI Vision Migration Utility?

PI ProcessBook is a 25-year-old product that has begun to show its age. PI Vision is our leading
visualization tool built to leverage the latest PI System capabilities where PI ProcessBook has
fallen behind. We know it takes a lot of hard work to build out PI ProcessBook displays, and we
want to help move that work over to our modern visualization tool and take advantage of the
benefits of PI Vision. While it may seem like a challenging task, this lab will give you the
knowledge and practice to be confident in using the PI ProcessBook to PI Vision Migration Utility.

4 | Pa g e
Scenario: Flynn River Hydro
You have been hired as a PI Administrator at Flynn River Hydro and you are tasked with migrating
their PI ProcessBook displays to PI Vision. Luckily the company has built out AF databases with
templatized AF Assets that have been used in the PI ProcessBook displays. The AF structure features
three main levels, Hydro Unit, Generation Unit, and Equipment (Generator/Turbine).

Red – Hydro Unit

Blue – Generation Unit
Green – Equipment

You know that this AF structure has been utilized in the PI ProcessBook displays and you
would like to keep that functionality in the migrated PI Vision displays.

Note: The AF database used in these exercises is a slight modification of the Hydro Plant
Monitoring Asset Based PI Example Kit available on PI Square:

https://pisquare.osisoft.com/community/all-things-pi/af-library/asset-based-pi-example-kits/hydro-plant-kit

5 | Pa g e
Exercises
Exercise 1: Review Existing PI ProcessBook Displays
Exercise Objectives:
Examine PI ProcessBook functionality

Scenario:
Your first assignment is to review the existing set of PI ProcessBook displays that the company currently uses
to make sure the display content is properly migrated into PI Vision. The company has a set of displays which
are used to monitor Flynn River Hydro plant and equipment, located in C:\ProcessBook\Flynn. The company
also has a display which IT uses to monitor the health of the PI Data Archive, located in C:\ProcessBook\IT.

Part 1: PI Data Archive Monitoring Display

Approach:

1. Open the PI_Data_Archive_Monitoring.pdi display located in C:\ProcessBook\IT

2. Select Visual Basic Editor and double click on This Display under the C:\ProcessBook\IT\
PI_Data_Archive_Monitoring.pdi VBAProject to open the VBA code. What does this code do?

3. Close the Visual Basic Editor and use the PI_Data_Archive_Monitoring.pdi

display to answer the following questions

Questions:
4. How many Unflushed Events are currently in the write cache?

5. What is the Point Count in the Base Subsystem?

6. What is the approximate peak of the PI Server CPU over the last 20
minutes? Hint: double-click the PI Server CPU trend to maximize it

6 | Pa g e
Part 2: Flynn River Hydro Displays
Approach:

1. Open the PG_Flynn_Home.pdi display located in C:\ProcessBook\Flynn

2. Use the navigation buttons to open the other Flynn PI ProcessBook displays

3. Use the Flynn River Hydro displays to answer the following questions

Questions:
4. What is the current Penstock Flow at plant Flynn II?

5. Which Generation Unit currently has the highest Power Generated?

6. Which Generator currently has the lowest Oil Level?

7. What is the approximate peak Water pH Intake at GU3 Turbine in the last 8 hours?
Approximately when did this peak occur?
Hint: hover over the value to see the summary statistics

7 | Pa g e
Exercise 2: Analyze and Migrate PI ProcessBook Displays
Exercise Objectives:
Use the PI ProcessBook to PI Vision Migration Utility to migrate PI ProcessBook displays to PI
Vision Understand the configuration and reporting options available in the Migration Utility

Scenario:

Now that you have reviewed the PI ProcessBook displays that the client uses, you are ready to
use the PI ProcessBook to PI Vision Migration Utility to convert these displays to native PI Vision
displays. You would like to preserve the folder and navigation structure of the existing displays.

Note: The PI ProcessBook to PI Vision Migration Utility User Guide is available on Live
Library and as a bookmark in Chrome:

https://livelibrary.osisoft.com/LiveLibrary/web/ui.xql?action=html&resource=publist_home.html&pub_categ
ory=PI-ProcessBook-to-PI-Vision-Migration-Utility

Approach:
Part 1: Analyze the PI ProcessBook Displays

1. Open the PI ProcessBook to PI Vision Migration Utility

2. Click Add Files and select Folders:

3. In the Browse for Folder window, select the C:\ProcessBook folder and click OK

4. Select the checkbox next to the ProcessBook folder or Select All in the bottom left to
select all folders and files

5. Click Run Analysis and wait for the Analysis completed message
Part 2: Review the Analysis Results

6. In the Analysis Results pane, expand the categories that appear to view the extent to
which the files can be migrated

8 | Pa g e
 7. Hover over the icon next to each category to review each category definition

8. Hover over the icons in the Issues column to review each migration limitation

9. The PI_Data_Archive_Monitoring display contains VBA , which is not supported in

PI Vision. Click Export VBA at the bottom of the Analysis Results pane.

10. After the Export completed message is displayed, click View Reports and select Open
Reports Folder to view the associated .vba file in notepad.

11. In the Reports Folder, open the MigrationAnalysis.csv file to view the migration
analysis results in detail.

12. Click Select All at the bottom of the Analysis Results pane

Note: In order to preserve links between PI ProcessBook displays, they must be

migrated in the same operation

13. Click Migrate to open and complete the Migration Settings window:

a Connect to the PI Vision Server: enter https://pivision/pivision and

click Connect b Destination PI Vision folder: <Home>

c Target Display Owner: pischool\student01

d Display Sharing Access: World

e Select Persist folder structure from migrated items

14. Click OK and wait for the Migration completed message

15. Click View Reports and select Migration Report to view the migration results in detail

9 | Pa g e
Exercise 3: Review Migrated PI Vision Displays
Exercise Objectives:
Examine PI Vision functionality
Validate migration configuration options in PI Vision

Scenario:
Now that the PI ProcessBook displays have been migrated to PI Vision, you need to examine
the migrated PI Vision displays. The users are not very familiar with PI Vision, so you need to
be able to demonstrate how the new PI Vision displays work.

Part 1: PI Data Archive Monitoring Display

Approach:

1. Use the shortcut on the desktop to launch PI Vision using Chrome.

a Alternatively, start Chrome and navigate to https://pivision/pivision

2. Note the folder structure in the lower left panel. Did the folder structure persist from the
PI ProcessBook files? Select the IT folder within ProcessBook on the left side panel

3. Click Edit display settings in the PI_Data_Archive_Monitoring display to open the

Display Settings window. Did the migration settings apply to this display?

4. Close the Display Settings window. Click the PI_Data_Archive_Monitoring display to

open it and answer the questions below

Questions:
5. How many Unflushed Events are currently in the write cache?

6. What is the Point Count in the Base Subsystem?

7. What is the approximate peak of the PI Server CPU over the last 20
minutes? Hint: double-click the PI Server CPU trend to maximize it

10 | Pa g e
Part 2: Flynn River Hydro Displays
Approach:

1. Back in the PI Vision homepage, select the Flynn folder within ProcessBook on the left side panel

2. Click Edit display settings in the PG_Flynn_Home display to open the Display
Settings window. Did the migration settings apply to this display?

3. Close the Display Settings window. Click the PG_Flynn_Home display to open it

4. Use the navigation buttons to open the other Flynn PI Vision displays

5. Use these Flynn displays to answer the following questions

Questions:
6. What is the current Penstock Flow at plant Flynn II?

7. Which Generation Unit currently has the highest Power Generated?

8. Which Generator currently has the lowest Oil Level?

9. What is the approximate peak Water pH Intake at GU3 Turbine in the last 8 hours?
Approximately when did this peak occur?

11 | Pa g e
Exercise 4: Complete the PI Vision Displays
Exercise Objectives:
Use AF to create analyses to add to the PI Vision display
Use PI Vision to edit the migrated PI Vision displays

Scenario:
After examining the newly migrated PI Vision displays, you see that there is some data missing from the
original PI ProcessBook displays. Specifically, in the PG_Flynn_Plant PI Vision display, there is some calculation
data missing in the upper left corner. You know from the migration results that there are datasets in the
original PI ProcessBook display. Since you want to be able to use these calculations in other client tools, you
will create AF analyses for these calculations. You also need to update the banner of the
PI_Data_Archive_Monitoring display as it utilizes VBA. Since the timebar in PI Vision shows us the time range
of the display, you will replace this header with a static header.

Approach:
Part 1: Update the PG_Flynn_Plant display using AF analysis
1. Open PI System Explorer and select the PG_HydroPlant database

2. Navigate to Library and go to Templates > Element Templates > Hydro

3. In the Analysis Templates tab, create two new expression analysis templates
with the following properties:

Analysis 1: % Power Generated

Expression: ('Actual Power Generated'/'Total Installed
Capacity')*100 Output Attribute (Map > New Attribute Template)
o Save Output History: No
o Name: % Power Generated
Scheduling: Event-Triggered
12 | P a g e
 Analysis 2: Min/Max Power Generated
Expression 1: TagMin('Actual Power Generated', '*-1h',
'*') Output Attribute (Map > New Attribute Template)
o Save Output History: Yes
o Name: Min Power Generated
Expression 2: TagMax('Actual Power Generated', '*-1h', '*')
Output Attribute (Map > New Attribute Template)
o Save Output History: Yes
o Name: Max Power
Generated Scheduling: Periodic
Period: 01h 00m 00s

13 | P a g e
 4. Check In your changes

5. Go to Elements > Flynn River Hydro

6. In the Attributes tab, if you see “PI Point not found” errors for the Min Power Generated and/or
Max Power Generated attributes, right-click each attribute and select Create or Update PI Point

7. In the Analyses tab, right click the Min/Max Power Generated analysis and backfill
the analysis from the beginning of today until now

8. In PI Vision, open the PG_Flynn_Plant display and add value symbols of the newly
created % Power Generated, Min Power Generated, and Max Power Generated
attributes to replace the missing datasets and save your display

Part 2: Update the PI_Data_Archive_Monitoring display

9. In PI Vision, open the PI_Data_Archive_Monitoring display

10. Update the non-working date and time header with a header of your choice (ex.
PISRV01 PI Data Archive Monitoring) and save your display

14 | P a g e
Bonus: Edit the remaining PI Vision displays
As a bonus exercise, edit the other migrated PI Vision displays to better format the displays
in PI Vision. Some suggestions are below, but feel free to make any other adjustments! Be
sure to save the displays when finished.

PG_Flynn_Home
Adjust the 4 links and 3 arrows to be evenly spaced by selecting the symbols and

going to Arrange > Align Middle

PG_Flynn_Plant
Add the Generating Capacity attribute for the displayed Flynn I or Flynn II plant to
the display as a Value symbol under the trend
Format the boxes surrounding Flynn River Hydro Power and Features to have different Border colors
Adjust the Penstock Opening and Penstock Flow value and text symbols so they are not overlapping

PG_Flynn_GenerationUnit
Increase the Font Size of the Generator Analysis and Turbine Analysis text symbols to 24
Add the Generation Unit Number of Attention Systems attribute for the displayed
generation unit to the display as a Value symbol

PG_Flynn_Generator and PG_Flynn_Turbine

Format the Oil Level gauge symbol to show the scale in Format Gauge > Visibility > Scale
Change the text color of the Last Maintenance and Time Since Maintenance value symbols

15 | P a g e
Exercise 5: Migrate Another PI ProcessBook Display
Exercise Objectives:
Complete another migration using the PI ProcessBook to PI Vision Migration Utility

Scenario:
You have presented the migrated PI Vision displays to the other PI users at Flynn River Hydro,
and they are excited to see the new visualization tool and its new capabilities. An engineer has
created a ProcessBook display recently and would like to see how it works in PI Vision.

Approach:

1. Open the PowerGeneration.pdi file located on the Desktop. Examine this display in PI ProcessBook

2. Use the PI ProcessBook to PI Vision Migration Utility to analyze and migrate the
display. This display should be located in the Flynn folder in PI Vision.

3. Review the migrated PowerGeneration display in PI Vision and verify the

migration settings and symbols have been preserved

4. Make any adjustments to the display in PI Vision, some suggestions are as follows:

Edit the background and font colors of the display to match the other Flynn displays

Increase the font size of the Flynn I, Flynn II, and Total text and value symbols

Add a Home text symbol to the display. Add a navigation link to this
symbol to link to the PG_Flynn_Home display

16 | P a g e
17 | P a g e