The Batch & Event Framing for Process Analysis (CBT) course walks you through all of the steps you need to perform to set up batch framing on the PI server. Batch framing allows you to view your process information in the context of a process, instead of simply a value over time.
We teach how our own structures map to the ISA S88 standard, and how you can set up your displays to view batch information within our popular applications PI ProcessBook and PI DataLink.

The new testing system gives feedback and hints to improve the learning experience.
The topics are laid out in a logical order in an easy to navigate menu system. This means that you have the option of viewing the entire course from beginning to end, selecting only certain lessons at convenient times, or returning to the course at a later date for a quick refresher. Each lesson is designed to be no longer than three minutes, so you can drill down to the information you need without sitting through a lot of information you don't.
The Batch Generator Interface makes use of the PI Module Database for its configuration information, and for that reason we make extensive of the Module Database Editor. The Module Database Editor is a graphic interface tool we make available that exposes the Module Database in a hierarchical, tree format. Anyone familiar with Windows Explorer will intuitively understand and be able to use the Module Database Editor. The Module Database Editor is part of the System Management Tools 3, and can be downloaded from our support site.
The course steps through our comprehensive and infamous Cheese Cake Factory example. You'll set up batch pressing from start to finish, on your own system if you wish.

Lectures, demonstrations, and step-by-step solutions to the exercises are on the CBT.
This class also provides an introduction to the PI system basics.
OSIsoft CBTs are licensed for individual users, but unlike many of our other applications, we encourage users to remove the tutorials when they are finished to pass on to the next student. Typically a site with dozens of PI users will only need a few licensed copies that are shared as people make time to use them. The tutorials can also be installed to run on a network server (with the appropriate number of user licenses).
Objectives
- Describe the PI System Architecture
- Describe the PI Batch Database
- Compare the S88 Standard and PI Batch
- Use the PI Module Database to
- Store Configuration
- Organize Modules
- Add Aliases
- Add Properties
- Create Heading Sets
- Use PI BaGen interface to frame Events
- Use the Unit Batch Level
- Add the PI Batch Level
- Add the SubBatch Level
- Use regular PI Client Tools to display Batch Information
- Use Client Tools to search for Batches, Unit Batches
- Use PI BatchView for Time Cycle Analysis
- Use PI BatchView for Process Variable Analysis
- Use PI BatchView for Comparing Running and Completed Batch
- Using the Custom Name Set
- Use the DataSheet Control
- Build Batch Report in Excel
- Describe alternatives to populate and extract data from the PI Batch DB
- PI Event File Interface
- PI OLEDB Provider
- Know where to find more information and examples to use the alternatives listed above
- Learn some limitations of the OSIsoft batch tools
The tutorials do not require an installation of the PI Server with the batch applications. However, if you have a PI server licensed to use the PI Batch subsystem and the PI Batch Database licensed, you can practice the tutorials by switching between the demonstration and the PI configuration tools. (Note: the PI Enterprise Server Professional and the PI Enterprise Server with the Advanced Server Applications Pack are licensed for Batch.) It is possible to view the tutorials without PI, but you will not be able to complete the exercises.Hardware Requirements:
- Microsoft Windows 95, 98, Me, NT 4.0, 2000, XP or later version
- 90 MHz processor
- 16 MB of RAM
- Windows-compatible sound card and speakers or headphones
Software Requirements (to view the video demonstrations):
- Camtasia Player (included with software)
Software Requirements (to try the exercises shown in the demonstrations):
- PI ProcessBook
- PI DataLink
- PI BatchView Add-In version 3.0
- PI System Management Tools 3
- Batch process tags set up on your PI server (optional)*
* - if you wish to look at your own data in the context of the exercises presented here.