Training in
PI System Data Visualization

Objectives

In our PI System Data Visualization class we teach our students how to use the PI Visualization Tools. The course covers PI ProcessBook™, PI Vision™ and PI DataLink™. Using PI ProcessBook, students will create dynamic and interactive graphical displays presenting PI System™ data in real time. Our web-based tool, PI Vision, will be used to quickly create and share visualizations, as well as view PI ProcessBook visualizations from anywhere and on any device. PI DataLink is a Microsoft® Excel® add-in that allows users to import data from the PI System into a spreadsheet to create easy-to-read, reusable reports. Much of the class time is devoted to hands-on activities.

Deliverables

The following services are performed.

  • Pre-service checklist review.
  • PI System Visualization course, interactive and remote or face-to-face.
  • Provisioning of a pre-configured virtual learning environment hosted in Microsoft Azure to be used by students during the course.
  • Preparation of documentation for the course, with a maximum of 12 students per class.
    • The training material will be current to the latest version of PI System tools. If you need to run the class using an older version of the software, this must be specified when ordering the service, so that the appropriate documentation can be prepared.
  • Training certificates for each student.

Class content

In this class students will learn how to build screens in PI ProcessBook that allow them to mimic operator control screens and gain process visibility. This class will cover basic dynamic symbols and how to connect them to live data. We will also cover static or background symbols that help give additional context to screens. The process for organizing screens into workbooks is also explored.

PI DataLink is an add-in for Microsoft DataLink.

PI DataLink is an add-in for Microsoft Excel that allows users to import PI System data into a spreadsheet to build reports and perform a wide range of analyses. Students will learn how to query individual values, ranges of values, and how to apply simple filters to queries. The course will also cover how to apply custom calculations and format data to create visually appealing reports.

The course will also cover how to apply custom calculations and format data to create visually appealing reports.

Using PI Vision, students will learn how to do ad-hoc analysis and troubleshooting by building simple web-based visualizations. PI ProcessBook displays will be published in PI Vision to show how PI ProcessBook displays can be viewed from anywhere and on a variety of mobile devices.

The PI ProcessBook displays will be published in PI Vision to show how PI ProcessBook displays can be viewed from anywhere and on a variety of mobile devices.

Note: The instructor can adjust the class content to suit the needs of the students. This means that they will spend more time on topics that are important to them and less time on topics that are less relevant to their situation. However, the instructor will not go beyond the scope of this training package.

The instructor will not go beyond the scope of this training package.

Topics

Visualization tools
  • 1.1. PI Vision: new name
  • 1.2. PI Vision displays
  • 1.3. Enhance PI Vision displays with advanced features
  • 1.4 Additional PI Vision functions
  • 1.5. Review of all PI Vision controls
  • 1.6. Visual indicators of the dashboard display
  • 1.7. Searching for PI Points for use in creating displays
  • 1.8. Creating a process monitoring screen
  • 1.9. Searching for HF elements and attributes
  • 1.10. Element and PA related displays
  • 1.11. Introduction to PI Data Link
  • 1.12. Connecting to the PI System in PI Data Link
  • 1.13. Searching for data elements using PI Data Link Search
  • 1.14. Data extraction functions of PI Data Link
  • 1.15. PI Data Link single value queries
  • 1.16. PI Data Link multiple value queries
  • 1.17. PI Data Link item-related reports

Why apply for PI System Power User Training from PIPER Solutions.

Our staff works closely with Aveva OSIsoft’s development, training and technical support teams to provide unique expertise and knowledge about Aveva OSIsoft products.

In addition, our professionals receive ongoing training on all PI System tools.

Schedule

PIPER Solutions requires a minimum of 2 weeks notice to prepare course documentation, prepare Azure virtual machines and assign an instructor.

PIPER Solutions will ship or deliver training materials on or before the first day of the course. A typical timeline from service order to completion is:

At least two weeks prior to training: communication of prerequisites and dates of remote sessions with PIPER.

One week before training – Preparation of Azure virtual machines. Week of training – Remote training (2 days). We suggest having the class Tuesday through Thursday (Days can be managed).

Each session is 8 hours (according to student availability).

Requirements

The client is responsible for providing a fully equipped classroom. The minimum requirements for a classroom are:

  • One PC per person, with the minimum technical specifications of a 5th generation I3 Processor and up, 4 GB RAM, 15 GB free hard disk space, TCP/IP networking, and Windows® 7 – Windows 10.
  • If using Azure, students must be able to connect to virtual machines via remote desktop connection (required firewall ports must be open).
  • If Azure cannot be used, there are a number of on-site software requirements that must be met. Your instructor will discuss these requirements with you and can also assist with Azure connectivity testing.
  • The participant group should consist of individuals with the following skill set:
    • Experience navigating a Microsoft Windows operating system.
    • Some experience working with Microsoft Excel
    • Basic knowledge of PI System is recommended, but not required.

PIPER Solutions is a strategic partner of OSIsoft

AVEVA PI System™ Infrastructure Accreditation

The AVEVA PI System™ Infrastructure Accreditation recognizes partners that have a solid understanding of both the current business messaging around the AVEVA PI System infrastructure as well as a strong baseline technical knowledge of the full suite of AVEVA PI System™ products. Partners must have experience working on projects where the AVEVA PI System™ was used as part of the solution and must be able to describe the business impact of the implemented solution.

AVEVA PI System Installation Accreditation

The AVEVA PI System Installation Accreditation recognizes partners that have extensive experience installing and implementing AVEVA PI Systems in customer environments. Partners must have extensive knowledge of installation preparation, security guidelines, and configuration best practices for implementing a full AVEVA PI System.

Success Stories

Energy

Implementation of PI System in Microsoft Azure

Kallpa Generación S.A. centralized and standardized operational data across its three power plants — Kallpa, Cerro del Águila, and Puerto Bravo — through a PI System™ architecture deployed on Microsoft Azure™. The solution enabled real-time monitoring, advanced production and environmental calculations, and independent per-plant security management, even in remote locations with limited connectivity.

Lima, Peru

Oil and Gas

Implementation of AVEVA PI System at Iquitos Refinery

Petroperú digitalized operations at its Iquitos Refinery by implementing AVEVA PI System™, enabling real-time collection, historization, modeling, and visualization of operational data. The solution integrated the Foxboro I/A DCS control system, structured a 100-asset operational model in PI AF, and deployed 27 PI Vision displays, including an executive dashboard tracking the refining unit’s 4 critical KPIs.

Iquitos, Peru

Oil and Gas

Implementation of AVEVA PI System in Petroperu – Conchan Refinery

Refinería Conchan implemented AVEVA PI System™ to enable the collection, historization, modeling, and visualization of its operational data, extending visibility from marine pipelines and storage through the process plant to an executive view. The solution incorporated advanced calculations in PI Analytics, automated deviation notifications, and new PI Vision displays for real-time KPI monitoring.

Lima, Peru

Mining

Implementation of PI System at Buenaventura Mining Company.

In early 2018, Compañía de Minas Buenaventura assigned PIPER Solutions to analyze, design, and implement AVEVA PI System™ across its five main mining units in Peru: Uchucchacua, Tambomayo, Orcopampa, Coimolache, and the Río Seco plant. The project integrated more than a dozen control systems from different vendors (Siemens, Schneider, Wonderware, ABB, Rockwell) into a unified architecture, with 28 configured interfaces, hierarchical models aligned to SAP PM, and a corporate server in Lima to centralize the metallurgical balance — moving Buenaventura toward a fully digitalized, real-time monitored operation.

Lima, Peru