Using PI DataLink

1. Using PI DataLink The Visuals

2. Introductions • Instructor • Students • Tell us about your PI System • What is your role with PI? • What skills do you need to learn?

3. Course Overview • Length: 1 day • Interactive course: • Theory 50% • Exercises and examples 50%

4. Objectives • Understand the fundamentals of PI technology • Learn to access data in the PI server • Become familiar with the use of PI Datalink Please ask questions as they arise!

5. Course Content • Introduction to PI • Common Dialog Windows • PI Tags • Data Flow • PI Time Format • PI Datalink

6. 1.0 Introduction to PI

7. OSIsoft is a Trusted Partner 14,000+ Customers,110+ countries Recognized Global Leader • Dominant market position across industries Knowledgeable 14,000+ Customer Installations • 40% of Fortune 1000 process and manufacturing companies use the PI System • 65% of Global 500 process and manufacturing companies use the PI System Experienced 30+ Year History • Founded 1980, ~630 professionals • HQ San Leandro, CA Strategic Partnerships • Microsoft, SAP, Cisco, Intel • Rockwell, Emerson Recognized > $188M Revenues • Over 20% reinvested in R&D • Approaching 50% revenue from outside N. America

8. Global Presence Moscow, Russia Calgary, Alberta San Leandro, CA Phoenix, AZ Houston and Longview,TX Frankfurt, Germany Czech Republic Paris, France Montréal, Québec Philadelphia, PA Cleveland, OH Johnson City, TN Savannah, GA Tokyo, Japan Beijing, China Madrid, Spain Shanghai, China Manama, Bahrain Naucalpan, México Singapore São Paulo, Brazil KwaZulu, Natal, South Africa Perth, Australia Sydney, Australia OSIsoft Offices New Plymouth, New Zealand

9. 1.0 PI Basics

10. 1.1 What is a PI System?

11. The PI System 2010 Windows integrated security PI System 2010 PI Server PI Notifications PI Analytics High availability PI Asset Framework PI Archives PE Totalizer PI ACE 64-bit product Real-time Interfaces Virtualization Real-Time DataDCS / PLC / SCADA / OPC HISTORIANS / INTERFACES Custom DataAPIs / SDKs IT DataIT MONITOR Relational Data OLEDB / ODBC SQL SERVER / ORACLE Web ServicesSOA / EXTERNAL DATALEGACY APPS

12. Basic Parts

13. Architecture of a Typical PI System

14. 1.2 PI Tags

15. 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. • Examples • A flow rate from a flowmeter • A controller’s mode of operation • The batch number of a product • Text comments from an operator • The results of a totalizer or calculation

16. PI Tag Attributes Each PI Tag has a set of attributes for: • Describing the tag to a User/Client Application • “How is the information displayed?” • Describing the tag to the Control System Interface • “How is the information found?” • Describing the tag to the PI Server • “How is the information stored?”

17. PI Tag Attributes – Display • Tag name: unique name of the PI point • Descriptor: PI tag description • EngUnits: Engineering units • PointType: type of variable stored • Zero, Span and Typical value: minimum, range and typical values • Point source: allows grouping of PI tags by data interface (DCS,PLC, or other sources)

18. 1.2 Data Flow

19. Data Tests Every value can go through 2 data screening tests before being archived: Exception Test“Send only significant changes in data to the server” Compression Test“Store only data needed to reliably represent process behavior”

20. Data Flow Data acquisition node PI server

21. Raw Data - Example • Raw values scanned on the data source. • Without Exception and Compression tests, these would all be archived Temperature Time

22. Exception Test (Interface Level) Exception Test: ExcMax (time) + ExcDev Current Snapshot - ExcDev • New values outside the box violate the Exception test. • The Exception Test is performed by the interface • When a value violates the Exception test, this value and the previous one are sent to the PI Server.

23. Exception Test passes the exception test Trend if previous value is not sent Trend if previous value is sent Previous value When a value passes this test, that value and the previous value are reported. Why? To have a better representation of the actual tag behavior Temperature +/- ExcDev Snapshot value Time

24. Exception Test - Example Temperature P E E E E E E E P E P E E P E Time E: Exception P: Previous

25. Exception Test - Results Successive values sent to the PI Server. When a value is sent, it becomes the new snapshot. Temperature Time

26. Directed Exercise Consider the following parameters: ExcDevPercent: 2 Span; 200 ExcMax: 180 The current snapshot value and timestamp are: 70.3 10:00:00 Which pass the exception test (not including previous values):

27. Turning Off Exception? • Behavior of ExcDev = 0, ExcMax = 0, is that Exception Test is turned off • All values are sent to PI. • This will increase the traffic between the data collection node and the server.

28. Compression Test (PI Server) Current snapshot Compression Test: + CompDev Last archived value - CompDev < CompMax (s) • If a value between the last archive event and the current snapshot is outside the box, the current snapshot violates the compression test. In this case, the value previous to the current snapshot will be archived. • The Compression Test is done by the PI Server • Compression can be turned off with the Compressing attribute

29. Compression Test – Example The compression algorithm is performed on new snapshots to determine which data is kept in the PI archives A A Temperature A A A A A Time A: Archived Value

30. 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

31. Compression Results After Exception Raw values scanned AfterCompressionression Temperature Time

32. Turning Off Compression? • Behavior of Compression • Compressing set to Off: all exceptions are archived (no compression) • Better Compressing set to ON, CompDev set to 0: successive identical values (or values aligning perfectly) are not archived. This is much more efficient

33. Data Flow The exception and compression specifications should be adjusted to achieve efficient archive storage without losing significant data. Disk space and Performance vs Data accuracy

34. Exception and Compression Attributes Each PI Tag can be individually configured for its exception reporting and compression

35. Recommended Data Compression Specifications • Set the Compression Deviationto the minimum change that is measurable by the instrument. • Set the Exception Deviationto ½ of the compression deviation Note: these are starting point recommendations. Note: ExcMin, ExcMax, CompMin and CompMax are in SECONDS

36. 1.3 PI Time Format

37. PI Time Format • Absolute (a specific point in time) • * : (NOW) • t : 00:00:00 on the current day (TODAY) • 18-feb-05 16:00:00 • Relative (time is offset from another time) • +8h : + 8 hours • Combined • t+8h : today + 8 hours

38. Absolute Time dd-mmm-yy HH:mm:ss.00000 dd Day mmm Month (Jan, Feb, Mar, Apr, May, …) yy Year HH Hours in 24 hour format mm Minutes ss Seconds 00000 Milliseconds Example: 18-feb-05 10:43:29.323

39. Absolute Time dd-mmm-yy HH:mm:ss • "Date" fields default to the current date • "Time" fields default to 00.

40. Absolute Time – Other Formats Absolute time formats

41. Relative Time • Number of: • Hours (h) • Minutes (m) • Seconds (s) • Leading sign (+ or -) is required. • No default time unit: must specify d, h, m, s, w, mo, or y • Can use fractions only for Hours, Minutes and Seconds • +2.5h, -0.5m • Relative time is most often part of a Combined time • Weeks (w) • Days (d) • Years (y) • Months (mo)

42. Combined Formats • Uses both an absolute and a relative time • The absolute part of the time can be *, T, Y, or a day of the week

43. Directed Exercise • PI Time • Express the following timestamps using the absolute time format: • Tuesday-2d • 1 6: • y+8h • *-30m • Express the following times in valid PI timestamps: • Today at 6:00 AM • The 4th of the current month at 16:00 • 12 hours ago

44. Group Recap Question (optional) • What are the two filtering tests that each event that is read on the data source can go through before being archived in the PI Server? • Which of the following are invalid PI times? a. 4 6 d. y-1y b. 22 22: e. *-Monday c. t-1.5d f. 09-Jun-06 22:45:35.0943

45. 2.0 Common Dialog Windows

46. PI Connection Manager Viewing Connection Information Use the check boxes to connect / disconnect from the available PI servers Connection settings Connection information

47. PI Connection Manager Editing Connection Settings • The connection settings can de edited • Click the Save button to apply the changes • To change the default PI server, select Tools > Options

48. PI Connection Manager Adding a New Connection To add a new PI server connection, select Server > Add Server • Network Path: either PI Server IP address or Hostname • Default UserName: PI user used to connect • Password: password if PI user is password protected • Confirm: validates the connection at creation time • Connection Type: PI 3 or PI 2 server • Port Number: 5450 for a PI 3 Server or 545 for a PI 2 Server

49. PI Connection ManagerChanging Passwords A PI user can change is own password from the PI Connection Manager • Select Tools > Change Password

50. Directed Exercise Connecting to PI: • Learn about connecting to PI with the PI SDK • Discover the IP address and computer name of your PI Server