PI System Manager II: Advanced Topics
Introduction
The PI System Manager II: Advanced Topics is the second class in the OSIsoft Server Management series. The purpose of this class is to teach experienced system managers to use the advanced features of the PI System. Redesigned for 2007, the class spotlights installation and configuration of the new High Availability features of the PI System (from interface to client tools). It also includes how to perform calculations on the PI Server, moving data between systems, restoring a PI Server, and a best practices review.
The class is four days long. Class starts at 8:30 a.m. and ends at 4:30 p.m. Lunch breaks are at 12 p.m. each day and last 60 minutes. This class provides 26 classroom hours of instruction.
All of the exercises are performed using Windows computers. References are made to UNIX systems and syntax where appropriate.
Audience
This class is designed for graduates of our PI System Manager I: Essential Skills class who have had time to put those skills into practice. This is not for casual users of the PI System or for non-technical administrators who want an executive overview of its features. Graduates of the PI System Manager I: Essential Skills course should give themselves time to get familiar with the topics and tools before enrolling in the advanced course.
Students should not take this course immediately after PI System Manager I: Essential Skills.
Prerequisites
Attended the PI System Manager I: Essential Skills course. Persons who feel they have equivalent experience are encouraged to contact OSIsoft Training and discuss the prerequisites.
Do I really need to take the System Manager 1 course first?
Please consult the course description for the System Manager 1 course. Those topics (tag building, tag security, trusts, basic interface configuration) are all topics that we assume people in the System Manager 2 class know well. We do not require a customer to take the System Manager 1 course but when we get to an exercise that requires the student to set up a trust or an interface or build tags we do not stop to explain these topics. This would slow the course down and would be unfair to those people that have come prepared. So we leave it up to the individual customer to determine if they know the materials or need to work on them. The training materials (exercises and slides) are available form the Technical Support web site and any customer can review them to ascertain and verify their basic skills knowledge.
Texts
- PI Server Manual Set
- PI System Manager II Lecture Notes Book
- PI System Manager II Exercise Book (with applicable example files)
Class Outline
PI System Review
- Install the PI Server and System Management Tools version 3
- Configure a PI Server Backup
- Describe the Volume Shadow Copy Services (VSS) backup mechanism
- Perform a PI System Backup
- Install the Backup as a Scheduled Task using the Scheduled Tasks dialog box
- Configure Server to Automatically Create Archives
- Choose and configure the proper security settings for PI tags, users, & databases
Tag Tuning
- Describe the classic PI Tag Attributes
- Select the settings for key tag attributes appropriate to common tag types, creating ad-hoc templates.
- Build tags using the templates and the Random interface.
- Set Exception and Compression based upon templates
- (Time Permitting) Create Set Point, Output, and Mode tags
Calculation Tags
- Describe Performance Equation tags
- Describe PI Totalizer tags
- Describe the differences between the different calculation structures
- Configure PI Totalizer tags using System Management Tools version 3
- Optimize Calculations
- Describe the Recalculator Subsystem and techniques for it’s optimal use
PI AF / PI Notifications
- Create an AF Element and Attribute
- Create a PI Notification
- Create an Escalation
Moving Data Between Systems
- List the basic functionality of an interface, including buffering
- Describe the accepted methodologies of moving data between systems
- Describe the features of an interface
- Configure the PI to PI Interface to connect to a second PI Server
- Gather historical data using history recovery
- Describe the alternatives to history recovery (backfilling)
- Describe the components of PI Auto Point Synchronization
- Install and Configure the Auto Point Synchronization Connector for the PI to PI Interface
- Verify that Auto Point Synchronization is functioning as implemented
High Availability
- Describe the features of a High Availability system
- Describe a failover situation
- Describe the components of a PI High Availability system
- Install and configure a PI High Availability Collective using System Management Tools version 3
- Verify the features of the collective function
- Install and configure the OPC Interface using the PI Interface Configuration Utility
- Verify data collection using PI ProcessBook
- Describe the UniInt failover mechanism
- Install and Configure UniInt failover in the OPC Interface using the PI Interface Configuration Utility
- Verify operation through failover condition
- Install and Configure OPC Server level failover using PI Interface Configuration Utility
- Define n-way buffering
- Describe the features of n-way buffering
- Configure n-way buffering using piclient.ini and Notepad
- Verify n-way buffering
PI System Backup & Recovery
- Restore a PI System from the backup following steps in the user documentation
- Describe the Volume Shadow Copy Services backup mechanism
- Describe the legacy batch file based backup and how to continue to use it
- Create a pisitebackup.bat file
- Perform a PI System Backup
- Install the Backup as a Scheduled Task using the Scheduled Tasks dialog box.
- Describe the situations in which you may have to use the pidiag utility to rebuild your archive registry
- Restore a PI System from the backup following steps in the user documentation
Archive Repair
- Describe the scenarios in which you would reprocess an archive
- Reprocess an archive using piarchss
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