Version

Version 5.4
5.3

Visualizing PI System Data

PI Coresight
PI DataLink
PI ProcessBook
PI WebParts
Intro to Client Tools
• Ad hoc analysis
• Collaboration • Display creation
• Operations monitoring

PI Coresight
PI ProcessBook

PI DataLink PI WebParts

• Reports
• Spreadsheet analysis • Composite applications
• Add-in for Microsoft Excel • Plug-in for Microsoft SharePoint

2 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Introductions

• Instructor
• Students
– Tell us about your PI System.
– How long have you used the PI System?

3 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Group Recap Question

• What do you want to solve this week?

• What are your expectations?

4
Course Overview

• Length: 3 days
• Interactive course
• Download the course materials:

5 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Objectives

1. Understand the fundamentals of the PI System

technology
2. Learn to access data in the PI server
3. Become familiar with the use of PI Coresight,
PI ProcessBook, PI DataLink and
PI WebParts client applications

Please ask questions as they arise!

6 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Course Content

• Day 1
– Introduction to OSIsoft
– PI Coresight
– Introduction to PI ProcessBook and PI WebParts
• Day 2
– PI DataLink, more PI ProcessBook, and more PI WebParts
• Day 3
– Advanced PI DataLink and PI ProcessBook
– Wrap up exercise after lunch

7 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
What You Can Expect from Us

• A fun, interactive class

• Plenty of hands-on practice.
• Answers to your questions.
• A respect for your abilities.

8 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
What We Expect from You

• Ask Questions!
• Participate in any way you feel comfortable.
• Communicate with the instructor.
• Try new things.

9 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
What We Can’t Answer

• The Instructor cannot answer pricing or licensing

questions.
• Contact your sales person for these questions!
(visit the OSIsoft Website or email [email protected] if you are
not sure who you sales person is.)

10 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
 Introduction to OSIsoft

OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
OSIsoft is a Trusted Partner

14,000+ Customers,
110+ countries

Knowledgeable Recognized Global Leader

 Dominant market position across
industries
14,000+ Customer Installations
 40% of Fortune 1000 process and
manufacturing companies use the PI System

Experienced  65% of Global 500 process and manufacturing

companies use the PI System
30+ Year History
 Founded 1980, ~900 professionals
 HQ San Leandro, CA
Strategic Partnerships

Recognized 


Microsoft, SAP, Cisco, Intel
Rockwell, Emerson
> $188M Revenues
 Over 20% reinvested in R&D
 Approaching 50% revenue from outside N. America
12 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
 Global Presence

Moscow, Russia
Calgary, Alberta Frankfurt, Germany
Czech Republic
Paris, France
Montréal, Québec Tokyo, Japan
San Leandro, CA Beijing, China
Philadelphia, PA Madrid, Spain
Phoenix, AZ
Cleveland, OH
Houston and Shanghai, China
Longview,TX Johnson City, TN
Savannah, GA
Manama, Bahrain
Naucalpan, México

Singapore

São Paulo, Brazil

KwaZulu, Natal, Perth, Australia

South Africa
Sydney, Australia

OSIsoft Offices

New Plymouth, New Zealand

13 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Supporting You

• Articles and downloads

• Webinars / Training
• 24/7/365 technical support via phone or email – follow
the sun

14 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
OSIsoft Philosophy

“We are rewarded when we deliver

superior value. This means delivering a
platform on which our customers can
continuously improve their business
performance.”
- Dr. Pat Kennedy

15 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
How We Provide Value

Interface to, and acquire data from Reliably gather, archive, and serve Organize and quickly locate your
multitude of sources. large volume of data. Scale to meet data to optimize business
your growing business needs. decisions.

Convert real-time data and events Bring systems and people together, Gain a comprehensive view of your
into actionable information. by delivering the right information operational information with
Measure and improve business to the right people at the right intuitive visuals.
performance. time.

16 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
 1.0 PI Basics

OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
 1.1 What is a PI System?

OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
 The PI System 2010

Windows integrated security

PI System 2010
PI Notifications PI Analytics
PE Totalizer PI ACE High availability

PI Asset Framework PI Archives

64-bit product

Real-time Interfaces
Virtualization

Real-Time Data Custom Data IT Data Relational Data Web Services

DCS / PLC / SCADA / OPC APIs / SDKs IT MONITOR OLEDB / ODBC SOA / EXTERNAL DATA
HISTORIANS / INTERFACES SQL SERVER / LEGACY APPS
ORACLE

19 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Basic Parts

20 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Architecture of a Typical PI System

21 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
 1.2 Assets and Tags

OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
What is an Asset?

23 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Activity – Assets Defined

Copyright © 2012 OSIsoft, LLC

What is a PI Tag?

• It is a unique storage point for data in the PI system. It

is simply a single point of measurement.

25 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Activity - Data Types

• Identify the type of data that might be associated

with each of the following:
– A switch position
– A Batch ID
– Operator comments
– The results of a calculation
– Memory available on a server
– Current phase of the reaction
– Current product count:
PI Tag Attributes

• Tag name: unique name of the PI point

• Descriptor: PI tag description
• Point source: allows grouping of PI tags for a better
organization. It speeds up tag searches.

27 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
 1.3 Connecting

OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Connecting to PI AF

29 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Examining Credentials

30 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Connecting to a PI Data Archive

31 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Create a New Connection

32 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Activity - Connections

Copyright © 2012 OSIsoft, LLC

Exercise - Create a New Connection

• Your Instructor will give you the

credentials to use.

Copyright © 2012 OSIsoft, LLC 34

 1.5 Finding Data

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Finding Data in PI AF

36 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Activity

Quick Searches in PI AF

Copyright © 2012 OSIsoft, LLC

Tag Search

1
3

38 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Finding data

• Perform various data searches (assets and tags)

39
PI Coresight

What is it?
PI Coresight is the fastest and easiest way to
visualize PI System Data

40 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
PI Coresight Displays

• Create a new display

• Explain the Search mechanism and the data symbols
included in the search
• Identify the various icons related to the search results
• List the dynamic symbols available

41 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
PI Coresight Display using AF Hierarchy

42 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
PI Coresight Display using PI System Data

• PI tags
• PI AF elements and attributes
• Preexisting displays
• Descriptions

43 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Activity

Get to know PI System data through

PI Coresight

Copyright © 2012 OSIsoft, LLC

PI Coresight Trend

45 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
PI Coresight Table

46 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Activity

Exploring the PI Coresight Trend and

Table

Copyright © 2012 OSIsoft, LLC

Exercise – Create a Dashboard

Use PI Coresight to create a dashboard

Copyright © 2012 OSIsoft, LLC

The Cart

• The Cart provides an easy way to save symbols (PI

Trends, PI Tables, PI Values, PI Gauges) from a PI
Coresight display and reuse them in other displays.

49 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Exercise – The Cart

• Use the cart to save a time range

• Use the saved time range to
examine related process data

Copyright © 2012 OSIsoft, LLC

PI Coresight Application

• The basic architecture for PI Coresight involves a client

machine, PI Coresight Application Server, and a PI
System.

51 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
 PI Coresight automatically saves
Displays as you are working.
There is no need to have a ‘save’
button.

52 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Display Management

• Displays can be modified in bulk

53 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Exercise – PI Coresight Administration

• Determine if your client machines

can use PI Coresight
• Review the current Coresight
Displays
• Search for Coresight Displays
• Clean up your old displays

Copyright © 2012 OSIsoft, LLC

 How data moves through
the PI System

OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Why does my Data Have Holes?

56 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Exercise - Filtering Noise

• Open the spreadsheet

Exercises.xlsx – your instructor will
direct you to the location of this file.

Copyright © 2012 OSIsoft, LLC 57

Filtering Noise

ExcMax
Temperature

C ExcDev
A
D E
B
ExcDev

Time

58 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Raw Data - Example

• Raw values scanned on the data source.

– Without Exception and Compression tests, these would all be
archived.
Temperature

Time

59 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Exception Test - Example
Temperature

E E P

E
E E

E P E P E E P E
Time
E: Exception P: Previous
60 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Exception Test - Results

Successive values sent to the PI Server.

When a value is sent, it becomes the new
Temperature

snapshot.

Time

61 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Activity – Exception Testing

Time Value Snapshot Time Current Snapshot

10:00:00 70.3 10:00:00 70.3
10:01:00 67.1
10:02:00 71.4
10:03:00 70.1
10:04:00 68.2
10:05:00 66.0
10:06:00 65.8
10:07:00 64.2
10:08:00 60.0
10:09:00 63.1

62
Storing Only Meaningful Data

e v
mpD
Co v
e
E mpD
Co
F
D
Temperature

CompMax

Time

63 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Compression Test – Example

The compression algorithm is performed on

new snapshots to determine which data is
kept in the PI archives.
Temperature

A A

A A A A A

Time
A: Archived Value

64 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Compression Results

Values kept in the PI archives.

Temperature

When the user requests a tag-

time for which the value is
interpolated, the difference can
be no greater than ±CompDev.

Time

65 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Compression Results

Raw values scanned.

.After Exception.
..After Compression.
Temperature

Time

66 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
 Time and PI

OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
PI time abbreviations

– Hours (h)
– Minutes (m)
– Seconds (s)
– Weeks (w)
– Days (d)
– Years (y)
– Months (mo)

68 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
PI time expressions

• 23-aug-12 15:00:00 (fixed)

• t (today – reference time)
• y (yesterday – reference time)
• * (now – reference time)
• *-1h (reference with offset)

69 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
How does PI adjust for DST?

• We Don’t!
• Everything is converted to UTC after collection
• In UTC every day has 24 hours

70 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Activity - Times and the PI System

• Determine the times indicated by the abbreviations

• Express the following times in valid PI System time
abbreviations

71
Group Recap Question

• List two reasons why an AF (Asset Framework)

structure is valuable?

72
Group Recap Question

• What are the valid abbreviations for these relative

time units?
▪ Seconds
▪ Minutes
▪ Hours
▪ Days
▪ Weeks
▪ Months
▪ Years

73
Group Recap Question

• What information needs to be specified when

creating a new connection to a PI Server?

74
Group Recap Question

• What are the filtering processes for noise and

important data called?

• What are some reasons why you would want to turn

these features OFF (store all data collected)?

75
 5.0 PI DataLink Basics

OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Activity - DataLink Mind Map

Copyright © 2012 OSIsoft, LLC

Quick Steps to Get Started

• Select the Target Cell

– Data/Information will be inserted below and to the right of the
target cell

• Choose the Function

– Tag Search/Snapshot Value or any other function

• Fill out the required parameters, or make cell

references to make editing later easier

78 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
DataLink Installation

For versions of DataLink 3.x and less, you must locate the
add-in and manually add it in to Excel.

79 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Refreshing Your Queries

80 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
DataLink Versus Excel Time

• Excel TimePI Time Time signified

• =TODAY() t Today at 00:00:00
• =TODAY() – 1 y Yesterday at 00:00:00
• =NOW() * Now
• =NOW() - 3/24 *-3h 3 hours ago

81 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Exercise

• Convert PI System Times to Common Times and vice

versa
(PI and Excel time.xls)

82
Obtain a Current Value

83 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Obtain an Archive Value

84 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Retrieval Mode – Interpolated versus
Auto
3.5
3
2.5
Values

2
1.5
1
0.5
0
10:00:00 11:00:00 12:00:00 13:00:00 14:00:00 15:00:00

Time
Interpolated Auto
Blue Trace (Step OFF) 13:00:00 - 1.81 13:00:00 - 1.81
Green Trace (Step ON) 13:00:00 - 3 12:47:45 - 3

85 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Obtaining Tag Attributes

86 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Exercise – Activity Report in PI DataLink

• Objective: Learn to extract a single value from a PI

Database using the following functions:
– Current value function
– Archive value function
– Tag attributes function

87
Archived versus Sampled Values

• Archived:
Values stored in the PI
archive.

• Sampled:
Values evenly spaced in
time. These values are
interpolated from the
archived values.

88 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Retrieving Compressed Data

89 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Calculation Boundary Types

C
D
A

F (interpolation)
G (interpolation)

Start End
Time Time

• Inside (B,C,D)
• Outside (A,B,C,D,E)
• Interpolated (F,B,C,D,G)

90 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Obtaining Sampled Data

91 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Timed Data

92 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
When to Resize an Array

When the last row of data contains

"Resize to show all values."

93 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
How to Resize an Array

94 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Group Recap Question

• What is the advantage of having PI DataLink reports

using cell references containing Excel dynamic time
functions instead of PI time?

95
Group Recap Question

• What is one way to resize an Excel array generated

with a PI DataLink function?

96
Group Recap Question

• Using one of the Compressed Data functions, what

additional information will be provided if the Show
Value Attributes and Show Annotations options are
checked?

97
Exercise – Operational Start Up

• Objective
– Learn to retrieve process data using the Compressed Data
function

98
 6.0 Using a Display to Monitor a Process

OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Language Selection Tool

• Create a display in one language

– Open the same display in any one of 7 different languages
• Simplified Chinese
• French
• German
• Japanese
• Korean
• Portuguese
• Russian
• Spanish

100 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Language Selection Tool

101 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
The Status Report

Double-click on this icon to

access the status report.

102 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Tooltip Statistics

103 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Details Docking Window

104 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Add Annotations

105 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Export Data to a File

106 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
The Browser Toolbar

107 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
The Playback Toolbar

108 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Create a Trend in Run Mode

• Launch in the current window:

Select one or many values. Then click on the trend

button ( ). Then draw a rectangle to display the
trend.

• Launch in a new window:

Select one or many values. Then click on the Ad-Hoc

trend button ( ).

109 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Expand and Reduce a Trend

• Double-Click in Run ( ) mode to expand.

• Double-Click again to reduce.

Too small?
Double-Click on it

( Run mode only)

110 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Zoom In and Out

Draw a rectangle to Zoom In

Use + or - Magnifying Glass to Zoom

111 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Reverting a Trend

112 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Scroll Forward and Backward through Time

• Select View > Time Range or click on ( )

or

• Use the scroll bar.

113 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Trend Cursors

114 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Show/Hide Trend Traces

Before

After
115 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Activity –Data in a Dashboard

• Objectives
▪ View Data in various displays

Copyright © 2012 OSIsoft, LLC 116

Directed Activity

Explore PI ProcessBook toolbars

Copyright © 2012 OSIsoft, LLC 117

Exercise
• Familiarize yourself with the Common
Dialog Windows;
• Familiarize yourself with the PI
ProcessBook environment;
• Learn how to manipulate a trend display
using an existing PI ProcessBook file;
• Find data, statistics and annotations
related to tags.

Copyright © 2012 OSIsoft, LLC

Navigate in Run and Build Modes

Run Mode Build Mode

119 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Resizing Elements in Build Mode

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Create a Display

121 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Drag from Data Favorites to Create a Dynamic
Symbol

122 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Exercise – Creating Dynamic Elements

• Create a new ProcessBook Display

(*.pdi)
• Enter Build Mode and create
dynamic elements using the drag
and drop feature
Directed Activity

• List some items which may be needed

in the PI ProcessBook Display
• Discuss how these items can be
added

Copyright © 2012 OSIsoft, LLC 124

 7.0 PI WebParts Basics

OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Web Part Pages

126 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Activity

Create a New Team Site

127
Document Library

128 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Add a Web Part Page

129 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Exercise – Basic SharePoint

• Objectives
– Navigate in a SharePoint site
– Create a Web Part page
– Insert and modify Web Parts in a Web
Part page

130
Configuring the PI Gauge Web Part

131 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Activity – The PI Gauge

Create a PI WebPart Page and add a

PI Gauge

Copyright © 2012 OSIsoft, LLC

Exercise – Configure the PI Gauge

• Objectives
–Familiarize yourself with
configuring a Web Part

133
Group Recap Question

• True or False: To obtain their values, the PI WebParts

are connecting directly to a PI server.

134
Group Recap Question

• True or False: If you need to display four gauges on

your page, you need to insert and configure four PI
Gauge Web Parts.

135
 8.0 Modeling a Plant with PI ProcessBook

OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Add Static Elements

Rectangles Ellipses/Circles Lines/Polylines

Polygons Arcs Connectors

Graphics from
Graphics from
Texts Imported
Symbol Library
Image Files

137 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
 The Symbol Library

The symbol library button ( ) allows access to a rich

library of symbols.

138 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Activity – Modeling Assets

Use PI ProcessBook in edit mode to

model an asset in the plant using
static elements.

Copyright © 2012 OSIsoft, LLC

Exercise – Model My Process

• Objective
– Learn to add static elements to your displays.

140
Build a Trend

141 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Add a Regression Line

142 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
The Format Paintbrush

143 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Data Sources

• PI Points
• Tag Search
• AF Attributes
• AF2
• Element Relative
• PI ProcessBook Datasets

144 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
XY Plots

145 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Exercise – Building Trends in ProcessBook

• Objective
– Build trends
– Familiarize yourself with the different trend building options

146
Group Recap Question

• What two user interface elements allow you to

change the start time and end time of a trend or xy
plot in Run mode?

147
Group Recap Question

• Which one of these statements is false:

▪ In Run mode, both the vertical scale and the time scale of a
trend element can be changed.
▪ After changing the display in Run mode, the modifications
will be saved if we do not use the Revert ( ) function
before saving the file.
▪ The status report will indicate all tags used in the display
that are in error and their associated ProcessBook elements.

148
Bars

Fill color

Background color

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Values

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Multi-State Symbols

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Directed Activity – Dynamic Objects

• Add a bar graph based on the Storage

Tank2 external temperature, or use the
Sinusoid tag
• Multi-State the bar graph based on the
same attribute or tag

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Buttons

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Directed Activity – Launch Notepad

• Add a button
• Configure the button to use the
command notepad.exe

Copyright © 2012 OSIsoft, LLC

Exercise – Emissions Monitoring

• Objectives
– Monitor an emissions stack using
Bar Graph
Value of a PI Tag
Multi-State Symbol
Command Button

155
Open Workbook Entries

Open always opens in the

New creates a new window same window.
for every click.

Multiple
copies

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Change Workbook Entry Levels in Book or Outline
Mode

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Create a New Workbook

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Create Text Entries

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Create Display Entries

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Create Linked Entries

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Create OS (Operating System) Commands

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Group Recap Question

• When creating a new ProcessBook entry in a

workbook, what option needs to be set to display
that entry as a separate tab?

163
Group Recap Question

• Name the six (6) dynamic elements that can be

created in a PI ProcessBook display.

164
Exercise – Organize Your Displays

• Objectives
– Learn how to build and modify a PI ProcessBook
– Learn the differences between the Run mode and the Build
mode
– Understand the PI ProcessBook entries hierarchy
– Use the Book and Outline views to
visualize and modify a
PI ProcessBook

165
 9.0 Performance Equations Syntax

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The Three Rules of Performance
Equations
• Numbers and operators are written as is.
• Tag names and timestamps are written in single quotes:
'CDT158'
• Strings are written in double quotes:
"This is a string"

167 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Performance Equation Functions

PctGood() • % of time tag has good values

Range() • Range of min to max

StDev() • Time-weighted standard deviation

TagAvg() • Time-weighted average

TagMean() • Event-weighted average

TagMax() • Maximum value in period

TagMin () • Minimum value in period

TagTot() • Time integral over a period

168 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Conversion Factor and Totalizations

Rate tag Assumption of Conversion

engineering units the PI Server Factor
Units / day Units / day 1
Units / hour Units / day 24
Units / minute Units / day 1440
Units / second Units / day 86400

169 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Computing Totals

Flow 7
(GPM) PI assumes this
5 measurement to
be units/day
3
1
0
0 1 2 3 4 5 6 7 8 9 10 11
Time (m)
Normal total = (3 gpm x 3m) + (5 gpm x 2m) + (1 gpm x 3m) = 22 gallons
PI total = ((3 gallons per day x 3m x 1day/1440m) + (5 gallons per
day x 2m x 1day/1440m) + (1 gallon per day x 3m x 1day/1440m)) *
1440m/1d = 22 gallons

The total computed by PI must be multiplied by a factor of 1440

170 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
 10.0 Material Balances in PI ProcessBook

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Creating PI Calculations

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Using a PI Calculation in a Trend

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Directed Activity

PI Calculations

Copyright © 2012 OSIsoft, LLC

Exercise – Process Ranges and Material Balances

• Objectives:
– Learn how to use dynamic elements based on data sets
– Learn how to obtain statistics from PI data archives
– Learn how to define equations with PI points

175
 11.0 More PI DataLink

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Calculated Data

177 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Exercise – Daily Production

• Objective:
–Learn to extract multiple
Calculated Values from a PI
Database using the Calculated
Data function

178
Filtered Data

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Excel Conditional Formatting

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Exercise – Production Level Report

• Objective:
– Learn to apply filters to select the
values to extract from a PI Database
using the Sampled Data function

181
Obtain PI Expressions Values and
Summaries

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PI Calculated Data vs PI Expression
PI Calculated Data
*-7d *
time
1day 1day 1day 1day 1day 1day 1day
max max max max max max max
PI Expression
1day 1day 1day 1day 1day 1day 1day
time

8h 8h 8h 8h 8h 8h 8h
max max max max max max max

If the time interval in the PI expression was changed to 1 day, it means for
TagMax('sinusoid', '*-1d', '*') function, the results of both expressions will be
identical.

183 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Exercise – Expression Calculation

• Objectives:
– Learn to carry out a calculation for
the current value of an expression
– Use Excel's Conditional Formatting to
make your PI Data Link reports more
useful

184
Exercise – Quality Control Report (Optional)

• Objectives:
– Learn to apply complex filters to extract
archived values
– Learn to synchronize data extraction
– Learn to extract maximum value of a
time range using Calculated Data
function
– Use MS Excel's Conditional Formatting to
make your PI DataLink report easy to use
185
 12.0 More PI WebParts

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SVG Format Explained

187 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Download the SVG Viewer

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Create .svg Files from PI ProcessBook
Displays

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Insert .svg Files in a SharePoint Document
Library

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Configure the PI Graphic Web Part

191 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Activity – PI Graphic Web Part

• Objectives
▪ Familiarize yourself with using PI
ProcessBook displays in Web Parts

Copyright © 2012 OSIsoft, LLC 192

Requirements of PI DataLink Server

• Microsoft Office SharePoint Server (MOSS) 2007 or

SharePoint 2010 (Enterprise)
• Microsoft Excel 2007 or 2010
• Visit http://techsupport.osisoft.com for up to date
requirements.

193 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Publishing Reports Using Excel
Services

194 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Exercise – PI DataLink Server

• Objectives:
– Publish an Excel Spreadsheet in a SharePoint Environment.
– Configure an Excel Web Access Web Part to display PI data
within SharePoint.
– Query for new data by modifying named parameters.
– Query for new data through connected Web Part data
providers.

195
Group Recap

What are the two steps required to

display a PI ProcessBook independent
display (.pdi) in a PI Graphic Web Part,
before configuring the Web Part?

Copyright © 2012 OSIsoft, LLC 196

PI Trend

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PI TimeRange

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Exercise – Configure PI Trend and Export

• Objectives
– Familiarize yourself with configuring a PI Trend Web Part
– Familiarize yourself with export capabilities of the PI Trend
Web Part

199
Configuring the PI Values Web Part

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Exercise – Configure PI Values Web Part

• Objectives
– Insert, configure and use the PI Values Web Part

201
Configuring the PI TimeSeries Web
Part

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Group Recap Question

True or False: To obtain their values, the PI WebParts

connect directly to the PI server.

203
Group Recap Question

True or False: If you need to display four gauges on your

page, you need to insert and configure four PI Gauge
Web Parts.

204
Exercise – Configure PI TimeSeries Web Part

• Objectives
– Familiarize yourself with configuring a PI TimeSeries Web
Part

205
 13.0 Leveraging your Asset Database with the Client
Tools

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The PI AF Database Structure

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PI AF - Attributes

Reactor1 Reactor 2 Reactor 3 Reactor 4

Temperature identification without attributes:

RX:TC143.PV RX:TC144.PV RX:TC145.PV RX:TC146.PV
Temperature identification with attributes:

Temperature Temperature Temperature Temperature

Reactor1 Reactor 2 Reactor 3 Reactor 4

208 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Build Element Relative Displays

209 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Activity

You have four tanks, you can create 4

displays. But, if you use Element
Relative Displays, you can create 1
display, and still monitor all four tanks.

Copyright © 2012 OSIsoft, LLC

Exercise – Element Relative Displays

• Objective
– Create a ProcessBook display that is driven by an AF
Database attribute instead of a tag name

211
The PI TreeView Web Part

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Directed Exercise – The PI TreeView Web Part

• Use the PI TreeView as a navigational tool.

213
More on Connections Between Two
Web Parts

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The PI Module Database Structure
(Optional)

215 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Build Module Relative Reports (Optional)

216 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Use Excel Features to Improve
PI DataLink Report Functionality

• Data Validation

• Concatenate Function

217 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Exercise – Module Relative PI DataLink Reports

• Objective:
– Reduce the time required to produce and execute PI
DataLink reports by basing them upon module contexts, as
defined in the PI Module Database.

218
Exercise – Element Relative PI Graphic

You have created an element relative display in PI

ProcessBook. You want users to be able to leverage the
asset centric PI System through a web browser. Rather
than building generic looking trends, you decide to
display the PI ProcessBook display in the web browser.

219
Exercise – Making Connections

• Objective:
– Familiarize yourself with connecting Web Parts

220
 Advanced PI DataLink (No longer in the workbook)

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Advanced Calculated Data

222 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Expression Sampling Modes – Point
Compressed
• Evaluates the filter expression at the timestamp of any
compressed value of the source point
Event-weighted
CDT158
BA:CONC.1
average between
BA:TEMP.1
Advanced Calculated Result
11 PM and 12 AM
for tag CDT158
with a filter
expression
('BA:CONC.1' +
'BA:TEMP.1' > 30)

67.25
75.45 63.25 64.75
75.32 61.12

44.76
28.97
35.54 Filter Expression is
23.1
17.21 'BA:CONC.1' +
'BA:TEMP.1' > 30
11/01/2009 23:00:00 12/01/2009 00:00:00

223 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Expression Sampling Modes – Expression
Compressed

• Evaluates the filter expression at the timestamp of any

compressed values of any tags in the filter expression
Event-weighted
CDT158
BA:CONC.1
average between
BA:TEMP.1
Advanced Calculated Result
11 PM and 12 AM
for tag CDT158
with a filter
expression
('BA:CONC.1' +
'BA:TEMP.1' > 30)

61.21 54.79

46.89
33.76 Filter Expression is
17.86 17.54 'BA:CONC.1' +
14.65
'BA:TEMP.1' > 30
11/01/2009 23:00:00 12/01/2009 00:00:00

224 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Expression Sampling Modes – Interpolated

• Evaluates the filter expression at evenly spaced sampling

intervals
Event-weighted
CDT158
BA:CONC.1
average between
BA:TEMP.1
Advanced Calculated Result
11 PM and 12 AM
for tag CDT158
with a filter
expression
('BA:CONC.1' +
'BA:TEMP.1' > 30)

73.98
62.97
50.34

29.56
Filter Expression is
'BA:CONC.1' +
26.21
'BA:TEMP.1' > 30
11/01/2009 23:00:00 12/01/2009 00:00:00

225 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Directed Exercise

• Event and Time Weighted Averages

226
Time Filtered Data

227 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Exercise – Operating Time with Time Filtered Data

• Objective:
– Calculate an operating time with the Time Filtered function

228
Resolve PointIDs and Attributes to Tag
Names

229 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Exercise – Advanced Calculated Data (Optional)

• Time Permitting - Build a Report to:

– Use PI function to show number of saleable boards
produced per shift
– Use PI function to show average length of saleable
boards
– Show total value of scrap produced per shift
– Add meaningful text labels and formatting to the data
to facilitate its use
– Work in teams if you wish
– Bonus: Display the current value of the tag
in RED when the reactor temperature
drops below 60

230
 Advanced PI WebParts

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Specialty PI WebParts: PI BatchTable

232 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Specialty PI WebParts: PI Messenger

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 14.0 Conclusion

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Further PI Learning (http://learning.osisoft.com)

235 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
“Show Me How” Training Webinars

Live training webinars are offered regularly for customers

who are enrolled in the Software Reliance Program (SRP).

Go to
http://training.osisoft.com and
choose 5 Ways to Learn >
Training Webinars for more
information and to register.

236 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
“Show Me the Value” Webinars

Free webinar series that will enhance your PI

System knowledge and value, without you
needing to leave the office.

Go to http://www.osisoft.com
and choose Events for more
information and to register.

237 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
On-Demand Library

Streaming, comprehensive voice and video recording that

help you learn how to the PI System when you need them.
Now with Virtual Learning
Lab environment
included!

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Virtual Campus (http://vCampus.osisoft.com)

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Technical Support (http://techsupport.osisoft.com)

240 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Contacts for Follow-up Questions

Questions about Licensing:

– If you are in the US, you can find your salesman listed at
http://www.osisoft.com > Contact Us.
Questions about Existing Support Issues:
– Call technical support at 510 297-5828 or visit
http://techsupport.osisoft.com > My Support > My Calls.

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Evaluation

Please take a few minutes to fill in the evaluation

form using the link on your desktop.

Thank you!

242 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
 Questions

243 OSIsoft Learning – Maximizing the value of the PI System © Copyright 2012, OSIsoft LLC All rights Reserved.
Global Recap Exercise

• View your plant information using all three of the PI

client tools.
– Use PI ProcessBook to visualize processes
– Use PI DataLink to create Excel reports
– Use PI WebParts to distribute your data over the internet
– Use PI Coresight as a Dashboard

244