Building PI System Assets and Analytics with AF Version 2018A (Workbook 2018A, 3rd edition) Building PI System Assets and Analytics with PI AF OSIsoft, LLC 1600 Alvarado Street San Leandro, CA 94577 All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, mechanical, photocopying, recording, or otherwise, without the prior written permission of OSIsoft, LLC. OSIsoft, the OSIsoft logo and logotype, Managed PI, OSIsoft Advanced Services, OSIsoft Cloud Services, OSIsoft Connected Services, OSIsoft EDS, PI ACE, PI Advanced Computing Engine, PI AF SDK, PI API, PI Asset Framework, PI Audit Viewer, PI Builder, PI Cloud Connect, PI Connectors, PI Data Archive, PI DataLink, PI DataLink Server, PI Developers Club, PI Integrator for Business Analytics, PI Interfaces, PI JDBC Driver, PI Manual Logger, PI Notifications, PI ODBC Driver, PI OLEDB Enterprise, PI OLEDB Provider, PI OPC DA Server, PI OPC HDA Server, PI ProcessBook, PI SDK, PI Server, PI Square, PI System, PI System Access, PI Vision, PI Visualization Suite, PI Web API, PI WebParts, PI Web Services, RLINK and RtReports are all trademarks of OSIsoft, LLC. All other trademarks or trade names used herein are the property of their respective owners. U.S. GOVERNMENT RIGHTS Use, duplication or disclosure by the US Government is subject to restrictions set forth in the OSIsoft, LLC license agreement and/or as provided in DFARS 227.7202, DFARS 252.227-7013, FAR 12-212, FAR 52.227-19, or their successors, as applicable. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, mechanical, photocopying, recording or otherwise, without the written permission of OSIsoft, LLC. Page ii PI System Basics Table of Contents 1. PI System Basics ..................................................................................................... 1 1.1 What is a PI System? ..................................................................................... 1 1.2 The Basic Building Blocks in the PI System ............................................... 6 1.3 Time and the PI System ............................................................................... 10 2. Introducing Asset Framework .............................................................................. 15 2.1 PI AF Server .................................................................................................. 15 2.2 PI System Explorer Components ............................................................... 17 2.3 Connecting to a PI System .......................................................................... 20 2.4 Finding Data ................................................................................................. 23 3. A Walkthrough of AF ............................................................................................. 26 3.1 What does Asset Framework (AF) do for me? .......................................... 26 3.2 Introducing Elements and Attributes ......................................................... 28 4. Modeling and Organizing the Assets .................................................................. 53 4.1 Asset Hierarchy Design Strategies ............................................................ 53 4.2 Organizing AF Elements in Hierarchies .................................................... 56 4.3 Using the Import and Export Feature in PSE ............................................ 64 5. Visualizing Data ..................................................................................................... 66 5.1 Visualizing AF Data in PI Vision ................................................................. 66 5.2 PI ProcessBook Element Relative Display (optional) .............................. 73 5.3 AF-based symbols in PI Processbook (optional) ..................................... 76 5.4 PI Datalink ..................................................................................................... 80 6. Adding Analytics to the Assets ............................................................................ 93 6.1 AF Calculation Options Overview .............................................................. 94 6.2 Formula Data Reference .............................................................................. 96 6.3 Value Retrieval Modes ................................................................................. 96 6.4 Case Study: PI Big Tires Co. ..................................................................... 104 6.5 PI Analysis Service, Expression Analysis ............................................... 106 6.6 The Rollup Analysis ................................................................................... 128 6.7 Visualizing Calculation Results in PI Vision ........................................... 135 7. Tracking Important Events ................................................................................. 137 7.1 Tracking Production Downtime Periods ................................................. 138 7.2 Consuming Event Frames ......................................................................... 156 7.3 Tracking Production Excursion Periods ................................................. 170 Page iii Building PI System Assets and Analytics with PI AF 7.4 Event Frames in PI Vision ......................................................................... 175 8. Taking Full Advantage of AF Functionalities ................................................... 180 8.1 AF Object Security ..................................................................................... 180 8.2 AF Attribute Properties ............................................................................. 193 8.3 AF Advanced Template Design ................................................................ 197 8.4 AF and Future Data (optional) .................................................................. 216 9. Communicating Important Events ..................................................................... 224 9.1 Introducing Notifications .......................................................................... 224 9.2 Delivering the Events ................................................................................ 226 9.3 Configuring Notifications .......................................................................... 231 9.4 Formatting the Information to Deliver ..................................................... 243 9.5 Acknowledging Notifications .................................................................... 248 9.6 Adding Contacts ........................................................................................ 254 9.7 Delivering Notifications via a Web Service ............................................. 265 10. AF Best Practices ................................................................................................ 272 11. Final Exercise ....................................................................................................... 275 11.1 TxLake Windfarm: Modeling your assets ................................................ 275 12. Exercise Solution Section .................................................................................. 281 12.1 Training Cloud Environments (TCE) ........................................................ 281 12.2 Exercise Solution: Applying Expression Analysis Syntax .................... 282 12.3 Exercise Solution: ABC Mining Trucks ................................................... 283 12.4 Solution: How to import data from an Excel File into an AF Table ....... 292 13. Resources ............................................................................................................ 294 13.1 Training Options ........................................................................................ 294 13.2 OSIsoft Community ................................................................................... 295 13.3 Tech Support .............................................................................................. 296 13.4 Further Questions ...................................................................................... 297 14. Software Versions Used in this Document ....................................................... 298 15. Appendix A Substitution Parameters ................................................................ 299 16. Revision History .................................................................................................. 301 Page iv PI System Basics 1. PI System Basics 1.1 What is a PI System? Objectives • Define the components of a PI System. • Draw a diagram of the architecture of a PI System. 1.1.1 The PI System described The PI System collects, stores, and manages data from your plant or process. Your data sources connect to one or more PI Interface nodes. The PI Interface nodes collect data from your data sources and store into the PI Data Archive. Asset Framework (AF) organizes and enhances the data. Users consume the data by the use of a tool of the PI Visualization Suite (PVS) such as PI Vision. The following is a diagram of the components of a simple PI System: Page 1 Building PI System Assets and Analytics with PI AF 1.1.2 PI System Components In a more detail, the following components constitute the PI Server: Data Archive The PI Data Archive is a component of the PI Server that provides efficient storage and archiving of time series data enabling high