PI Training Course Modificado

Review of PI System Manager
"Must Do's"
Featuring PI SMT 3
5 MAY 05
Copyright 2005 OSIsoft, Inc. All rights reserved.

Agenda
How to back up the PI server
How to monitor and create new archives
What routine PI tasks we suggest you do on a
daily, weekly, and monthly basis.
plus, along the way
The new System Management Tools (SMT 3)
will be taught in detail.
1.0 How to Backup the PI Server
PI System Daily Backup

Daily Backup: It is highly recommended to execute a daily
backup of your PI data and configuration (\pi\dat)
Use the PI Backup script:
C:\pi\adm\pibackup.bat
The PI Backup script copies archive files, databases, and

message logs to a destination directory
Try to schedule this late at night because the data will

not be available for a few minutes to the users.
This will change in PI 3.4.370 when we will truly support online
backups based on Microsoft Volume Shadow Copy Services
(VSS).
PI System Daily Backup

Remember: this backup only copies files from
the \pi directory to the backup directory.
You should then transfer the backup files to another
media to have a complete backup
Create ..\pi\adm\pisitebackup.bat to move backed

up files to storage media
Backup all the *.bat files used to start, stop, and
manage PI and PI interfaces (including
pipeschd.bat)
Consider adding this backup to pisitebackup.bat.
Question
Can the PI Server be backed up by shutting it
down and backing up all the directories?
A. Yes
B. Yes, but you don't have to shut down PI to
back it up.
C. Yes, and in fact this is required until PI
version 3.4.370 is released.
D. No, because data cached in memory may
not be backed up properly.
Question
Can the PI Server be backed up by shutting it
down and backing up all the directories?
A. Yes
B. Yes, but you don't have to shut down PI to
back it up.
C. Yes, and in fact this is required until PI
version 3.4.370 is released.
D. No, because data cached in memory may
not be backed up properly.
Daily Backup Configuration

Installing daily backup
Done via \PI\adm\pibackup.bat
Usage: PIbackup.bat <PI root path> <backup path>
<number of additional archives> [-install]
Example: Pibackup c:\pi e:\backup\pi 3 install

Note: Make sure that the Task Scheduler service is
running and automatically started on reboot
We suggest you change 2:00 to 5:00 a.m.

Before installation: In the pibackup.bat script file
If already scheduled: Use Control Panel>> Scheduled
Task
Daily Backup Configuration

Keep the log of an interactive backup:
pibackup c:\pi e:\backup\pi 3 > e:\Backup\pi\backup.log
Daily Backup
Notes:
The daily backup will be postponed 30 minutes if the
system is currently shifting archives
The backup will be interrupted if a single archives takes
more than 30 minutes (configurable) to backup
The backup will be interrupted if the whole backup takes
more than 60 minutes (configurable) to complete
10
PI System Permanent Backup

Permanent Backup: Permanently backup your most
recently shifted archive in 2 copies.
Use the SMT Archive Manager Plug-in to backup the
proper archive
Wait a few weeks to allow for edits (such as Lab
results)
Coordinate this with EditDays setting in PITimeout table
Keep one copy on-site and one off-site

Keep a copy of files that are not backep up:
pisrvsitestart, pisrvsitestop, pipeschd.bat, *.bat files,
Backup the archive and PI databases files together
Keep a copy of the database files from the last daily backup
11
An Introduction to PI System Management is now

available.
Go to techsupport.osisoft.com and choose the
Download link. Search for Product = PI 3 Enterprise
Server, Content = User Manuals.
12
How to Restore an Archive
To restore an archive that was backed up to

removable media.
1. Copy the file from the backup media to a local
hard drive.
Make sure you do not overwrite an existing archive

when you copy the file.
2. Register the archive in its new location with

"piartool ar or with the PI Archive Manager in
SMT 3.
piartool -ar c:\pi\dat\RestoredArc.dat
13
How to Restore an Archive
Remember, if there are no empty archives

then the oldest archive will be the target of
the next archive shift.
If you restore an archive, consider making it
non-shiftable with the "piartool -ads"
(archive disable shift) option or with the PI
Archive Manager in SMT 3.
piartool -ads c:\pi\dat\RestoredArc.dat
14
Question
What is the name of the timeout parameter that
should be coordinated with the timing of the
permanent backup of an archive?
A. "Archive_BackupLeadTime"
B. "ArcMaxCollect"
C. "CheckUtilityLogin"
D. "EditDays"
15
Answer
What is the name of the timeout parameter that
should be coordinated with the timing of the
permanent backup of an archive?
A. "Archive_BackupLeadTime"
B. "ArcMaxCollect"
C. "CheckUtilityLogin"
D. "EditDays"
16
2.0 How to Create New Archives
Archive Creation
Archives can be created and managed using
the PI Archive Manager in SMT
18
Archive Manager Plug-in

The plug-in offers the feature to mark when a
gap in the time series.
It is configured in the Options screen.
Here is what a gap looks like:
19
Archive Manager Plug-in

If you right click on an archive the right mouse menu
appears.
The toolbar and the right mouse menu
each have options that are unique.
As you select each archive, items will be enabled or

disabled appropriately for the selected archive.
The archive number is at the far right on the display.
20
Automatic Archive Creation
Enabled by adding the Archive_AutoArchiveFileRoot

parameter to the Timeout table (use SMTs Timeout Table
Editor)
Desired path
and root name
The name generated uses the following format:

(rootname)_dd_mmm_yy_hh_mm_ss
Example: The rootname "c:\pi\dat\auto" produces
"c:\pi\dat\auto_29_Jan_04_08_12_45"
21
Automatic Archive Creation
Same size as the Primary Archive

To disable the Auto Archive Creation remove the value from the
Timeout Table.
Do not set to the default value of zero ("0"), as this will keep the
function enabled.
Not enabled by default
We recommend customers create all their archives at the same time on a

disk drive with lots of free space so that the archive files will not be
fragmented across the partition.
You must monitor your disk space if you use this feature. The system
will cease to function if you run out of available disk space.
22
3.0 Other Must Do Tasks
Other Must Do Tasks

Start PI as an autostart service.
Use SMT 3>> Operation>> Server Process
Manager locally to change this.
The ExcDev and CompDev attributes of a tag

determine the amount of data stored.
Set CompDev to minimum change that is
measurable by the instrument.
Set the ExcDev to of the compression deviation
Assign the user "piadmin" a password using

SMT 3 or \\pi\adm\pisetpass.exe.
24
Other Must Do Tasks

Interfaces on the PI Server should be included in sitespecific command files when the PI Server is started
and stopped
\\pi\adm\pisvrsitestart.bat
and
\\pi\adm\pisrvsitestop.bat
Interfaces should be installed as automatic services
This can be done with the Interface Configuration Utility
Buffering should be enabled on the Data

Acquisition Node
25
Question
Which tag attribute has the greatest effect on
how much data is stored in the archive?
A. CompDev
B. ExcDev
C. Location4 (i.e. scan class)
D. Span
26
Answer
Which tag attribute has the greatest effect on
how much data is stored in the archive?
A. CompDev
B. ExcDev
C. Location4 (i.e. scan class)
D. Span
27
4.0 Routine PI tasks
PI System Manager Tasks - Daily

Inspect the CPU and memory use of each PI subsystem
Check PI daily backup (archives and databases)
Check the PI Ping and PI PerfMon tags
Check PI System log files
Check PI System Interfaces log files
Create/delete/edit tags in the PI System
Create/delete/edit users/groups in the PI System
Use the Stale and Bad Tags plug-in in SMT to find tags in
problem
29
PI System Manager Tasks - Weekly
Predict next archive shift

Do permanent backup when needed
(should be every 3 to 5 weeks)
Verify OSIsofts Web site
www.osisoft.com for engineering plan
and software patches
Create new archives if required
30
PI System Manager Tasks - Annually

Completely test PI System backups by restoring PI
backup on a fresh Windows installation
The restore procedure is described in the PI System Manager
II: Advanced Topics class lecture notes and in the PI Server
System Management Guide.
Upgrade operating system version to the latest

approved and supported version from OSIsoft
Upgrade PI Server to the latest version from OSIsoft
Upgrade PI clients to the latest versions
31
Question
Which files are not backed up as part of the
standard backup script files that ship with
PI?
A. Log files
B. Point Database files
C. Site specific batch files.
D. Annotation files.
32
Answer
Which files are not backed up as part of the
standard backup script files that ship with
PI?
A. Log files
B. Point Database files
C. Site specific batch files.
D. Annotation files.
33
5.0 Other New Plug-Ins to SMT 3
Other New Plug-Ins to SMT 3

The Recorded Values plug-in
35
Other New Plug-Ins to SMT 3

Trust Editor
36

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What are the routine PI tasks that should be done daily?

What are the routine PI tasks that should be done daily?

What are the routine PI tasks that should be done weekly?

What are the routine PI tasks that should be done weekly?

Review of PI System Manager

Copyright 2005 OSIsoft, Inc. All rights reserved.

1.0 How to Backup the PI Server

Copyright 2005 OSIsoft, Inc. All rights reserved.

PI System Daily Backup

The PI Backup script copies archive files, databases, and

Try to schedule this late at night because the data will

PI System Daily Backup

Create ..\pi\adm\pisitebackup.bat to move backed

Copyright 2005 OSIsoft, Inc. All rights reserved.

Daily Backup Configuration

Example: Pibackup c:\pi e:\backup\pi 3 install

We suggest you change 2:00 to 5:00 a.m.

Daily Backup Configuration

Copyright 2005 OSIsoft, Inc. All rights reserved.

Copyright 2005 OSIsoft, Inc. All rights reserved.

PI System Permanent Backup

Keep one copy on-site and one off-site

An Introduction to PI System Management is now

Copyright 2005 OSIsoft, Inc. All rights reserved.

How to Restore an Archive

To restore an archive that was backed up to

Make sure you do not overwrite an existing archive

2. Register the archive in its new location with

Copyright 2005 OSIsoft, Inc. All rights reserved.

How to Restore an Archive

Remember, if there are no empty archives

piartool -ads c:\pi\dat\RestoredArc.dat

Copyright 2005 OSIsoft, Inc. All rights reserved.

Copyright 2005 OSIsoft, Inc. All rights reserved.

Copyright 2005 OSIsoft, Inc. All rights reserved.

2.0 How to Create New Archives

Copyright 2005 OSIsoft, Inc. All rights reserved.

Copyright 2005 OSIsoft, Inc. All rights reserved.

Archive Manager Plug-in

Here is what a gap looks like:

Copyright 2005 OSIsoft, Inc. All rights reserved.

Archive Manager Plug-in

As you select each archive, items will be enabled or

Copyright 2005 OSIsoft, Inc. All rights reserved.

Automatic Archive Creation

Enabled by adding the Archive_AutoArchiveFileRoot

The name generated uses the following format:

Automatic Archive Creation

Same size as the Primary Archive

We recommend customers create all their archives at the same time on a

Copyright 2005 OSIsoft, Inc. All rights reserved.

3.0 Other Must Do Tasks

Copyright 2005 OSIsoft, Inc. All rights reserved.

Other Must Do Tasks

The ExcDev and CompDev attributes of a tag

Assign the user "piadmin" a password using

Other Must Do Tasks

Buffering should be enabled on the Data

Copyright 2005 OSIsoft, Inc. All rights reserved.

Copyright 2005 OSIsoft, Inc. All rights reserved.