Onboarding & Learning Resources for Academia

Version 3

    If you're new to the PI System or just starting to use PI at a university, start here! You'll find getting-started tips, suggested PI System training plans, procedures for obtaining software downloads and support from OSIsoft, and more.


    Getting Started



    In this short talk, we introduce you to the many learning resources that OSIsoft has to offer. These include in-person training classes at OSIsoft learning centers and several online resources. You'll hear about on-demand learning through the OSIsoft YouTube Learning Channel, Small Private Online Courses (SPOCs), and the PI Square community. We invite you to join our Academic Users Group on PI Square. Here you can connect with peers and get your questions answered by the OSIsoft Academic Team. Finally, we outline how to navigate the OSIsoft website, download software, and access technical support.



    • Explore the OSIsoft Learning YouTube Channel: https://www.youtube.com/user/OSIsoftLearning. Here, you will find overviews of OSIsoft products as well as detailed, step-by-step instructions for their installation, configuration, and use. Each video is focused on a specific learning objective, and our playlists group similar videos together to make it easy to learn more on the same topic or product.




    Preparing to Install a PI System (Academia Only)


    In some cases, OSIsoft's Field Service Team will install PI Systems for academic use. In this case, you will work with a remote OSIsoft Engineer who will connect with you over the phone and accesses computers over a remote connection. Talk with your Academic Account Manager to see if this is the best pathway for you.


    If you will be working with OSIsoft Field Service, you will need to do some prep work beforehand. This ensures that we work together efficiently and that your installation goes smoothly. Make sure to address the points given in the checklist.


    Checklist to Prepare for Field Service:



    1. Review the Academic PI System Architecture section to make sure that your machines have the recommended system specs
    2. Ensure all computers are ready
      • Operating Systems are Installed
      • Computers are on a Domain (Important for PI AF and PI Vision)
      • Computers have remote access ability

        3. Have a local administrator account ready. The Field Service Engineer will need this to install PI System software.

        4. Talk with your IT staff and make sure that they will be available to assist with the install if needed:

      • Service accounts may need to be created
      • Ports may need to be opened
      • Other support may be needed. Typically, graduate students and professors do not have the access permissions that are needed to diagnose & solve connection problems

       5. Make sure that your data source is ready and that there is a plan for connecting it to PI.

      • We have identified the system we are connecting to
      • We have researched how we can connect and decided on a method
      • Administrators of any system we are connecting to are aware of what we will be doing
      • Administrators of those systems are available to help making the connection and resolve any security issues


    Academic PI System Architecture:


    Requirements for Basic System (All PI Software on Single Server):


    • Windows Server 2016 (if not available Windows Server 2012 R2 is also good)
    • 500 GB or more of Hard Drive Space (1 or 2 additional physical hard drives are always better if using physical servers)
    • At least 4GB of RAM (8 GB would be better if making strong use of Analytics or Vision)
    • Processor with 4 cores or more


    Server will run:

    • PI Data Archive (OSIsoft product)
    • Microsoft SQL Server Express
    • Asset Framework (AF) Server (OSIsoft product)
    • AF Analytics (OSIsoft product)
    • PI OLEDB Enterprise (OSIsoft product)
    • PI System Interfaces (OSIsoft product)
    • IIS (Optional -Required for Vision)
    • PI Vision (OSIsoft product)


    In some cases, we will recommend that you install PI Vision on a separate machine.


    Requirements for the PI Vision machine are:

    • Windows Server 2016 (if not available Windows Server 2008 R2 SP1 or later is required)
    • 100 GB or more of Hard Drive
    • At least 4GB of RAM
    • Processor with 2 cores or more


    PI Vision Server will run:

    • IIS
    • Vision
    • (This server could also be used to host SQL Server Express and AF/Analytics if desired)