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1 training prospectus OSIsoft PI System an Imtech company

2 Introduction Capula specialises in advanced automation control and real-time IT for the Energy & Utilities sectors. As an independent system integrator, our solutions span the gap between traditional industrial controls and business IT systems, and are used to drive process performance, improve energy management and manage regulatory compliance. With a history spanning over 40 years and more visualisation and transformation, making use of than 200 engineers recognised for innovation, technologies such as Microsoft SharePoint and project delivery, quality and safety, we design, Silverlight, and new OSIsoft applications like deliver and support systems that are mission Coresight and Event Framing. Data quality is critical for our clients. ensured through effective configuration Capula is the UK s leading OSIsoft Partner for management and maintaining continuity and their real-time performance management integrity of real-time data flows with regard to Infrastructure - PI System, with in excess of 130 Information Security and CPNI standards. client organisations supported in the UK. We provide a full range of services to support Using the functionality of the OSIsoft PI System the OSIsoft PI System, which include: infrastructure, we extract real-time state and analogue data from operational systems and Solution design combine it with customer, financial and asset Implementation consultancy & delivery data from business applications to provide Real-time data visualisation solutions meaningful, tailored information that helps OSIsoft PI System data exploitation & transformation projects our clients drive behaviour change, improve management decision making and demonstrate OSIsoft PI System infrastructure licenses compliance. OSIsoft PI System training OSIsoft PI System maintenance & support The key enablers for this include data 2

3 OSIsoft PI System training The success of any system will depend on how well it is integrated into the organisation s operations. A key element is the training of staff to operate, maintain and adapt that system. People are at the heart of any business and it is investment in the development of people that is key to business improvement. We are constantly reviewing and updating our course syllabus. For the latest course descriptions and pricing information, please visit our website - Capula provides a range of training courses to complement OSIsoft and Capula products. They range from introductory programmes to more advanced System Manager and programming courses. Working closely with PI system developers, our training materials are continually updated and reflect the latest information and new software. We place a high emphasis on training that can be turned quickly into practice. All courses feature specifically developed, hands-on exercises which support the tuition. Class sizes are limited to ensure each delegate has the use of a dedicated PC and due attention from the course tutor. Scheduled courses are held at our offices in Aberdeen and Gloucester for a maximum of eight delegates. Additionally, on-site courses can be arranged, again for up to eight delegates. We are currently offering the following training courses: PI System Manager Essentials PI System Manager Advanced PI System Client User PI System Client Developer PI System Application Development PI Advanced Computing Engine PI System WebParts User & Administration PI System AF Essential Skills The pages within this brochure give a detailed description of these courses. Arranging your attendance at a course can be done via our Training Administrator, based at our Gloucester office on +44 (0) or by ing us at. 3

4 OSIsoft PI System Manager Essentials (3 day) Anyone who will have responsbility of the upkeep of the OSIsoft PI System Delegates should have knowledge of Windows-based computer systems, and would usually have attended a PI System Client course This course is designed to introduce people to the tasks required to maintain an OSIsoft PI System and support the technical needs of the users. On completion, delegates will be able to: Understand the component architecture of an OSIsoft PI System, including High Availability configurations Understand the flow and storage of data within OSIsoft PI Systems Install and upgrade the OSIsoft PI System Create, edit and delete PI tags using the most appropriate method Configure backups and understand the disaster recovery process Configure PI security including PI identities, Active Directory integration and PI trusts Install and configure interfaces including OPC and set up interface buffering Understand the capabilities of the OSIsoft PI System Asset Framework Create calculated Performance Equation tags Troubleshoot the OSIsoft PI System Server 4

5 OSIsoft PI System Manager Advanced (3 day) Anyone who wishes to understand or use the advanced features of the PI Data Archive Delegates should have prior knowledge of the basic administration of the OSIsoft PI System Servers. It is assumed that delegates will have sound knowledge of the main OSIsoft PI System products including PI ProcessBook and PI DataLink This course is designed to exploit the advanced capabilities of the OSIsoft PI System. The course focuses on installation and configuration of the High Availability features of the OSIsoft PI System (from interface to client tools). It also includes how to perform calculations using PI Performance Equations and PI Totalizer tags on the OSIsoft PI System. On completion, delegates will be able to: Understand the architecture and capabilities of the PI High Availability system Configure and maintain a PI HA collective Configure PI HA interfaces and N-Way buffering Understand the different options for creating calculations using OSIsoft PI System data Create calculated Performance Equation tags Create calculated PI Totalizer tags 5

6 OSIsoft PI System Client User (1 day) Anyone who will be using the PI Applications for viewing existing PI ProcessBook displays and creating simple trends or running elementary reports Delegates should have experience of using Windowsbased software packages and knowledge of Microsoft Excel This course enables users of PI ProcessBook and PI DataLink to both create and view displays and manipulate data within a Microsoft Excel spreadsheet. On completion, delegates will be able to: Open and view a PI ProcessBook display Navigate PI ProcessBook displays Create PI ProcessBooks and PI ProcessBook display files Create trends, bar graphs, live values, multistate symbols etc Create links between PI ProcessBook displays Retrieve PI snapshot data into Microsoft Excel Retrieve compressed and synchronised data into Microsoft Excel Retrieve summarised and calculated data into Microsoft Excel 6

7 OSIsoft PI System Client Developer (2 day) Anyone who will be using the OSIsoft PI System to view or create PI ProcessBook displays or use PI DataLink to extract and manipulate OSIsoft PI System data Delegates should have experience of using Windowsbased software packages and knowledge of Microsoft Excel This course enables users of PI ProcessBook and PI DataLink to create complex displays and Microsoft Excel reports for company-wide use. On completion, delegates will be able to: Create PI ProcessBook files and PI ProcessBook entries Create PI ProcessBook displays Create static symbols in PI ProcessBook displays Create and configure dynamic symbols (bars, trends, values, XY plots, multistates) Create links and interactive content Create calculated datasets and view them through PI ProcessBook symbols Configure PI MDB Module or PI AF Element relative displays Understand the possibilities offered by VBA scripting in PI ProcessBook Use PI DataLink to retrieve snapshot, compressed and synchronised data into Excel Retrieve summarised and calculated data into Microsoft Excel Use PI DataLink to perform advanced Performance Equation calculations on OSIsoft PI System data Update PI tags through VBA scripting in Microsoft Excel 7

8 OSIsoft PI System Application Development (3 day) The course is designed for programmers who want to develop applications that interact with the PI and AF systems and databases Delegates must be familiar with the PI Server and AF, and must be experienced application developers with familiarity with Visual Basic.NET This course introduces the various ways that applications written in.net languages can interact with the OSIsoft PI system. On completion, delegates will be able to: Understand the technologies available for interacting with PI Connect to the PI Server through the PI SDK and manipulate PI objects Connect to the AF Server through the AF SDK and manipulate AF objects Manipulate PI Notifications with the AF SDK and create custom delivery channels Create client applications to present PI data through PI Web Services Connect to the PI and AF systems using PI OLEDB This is a hands-on course allowing students with.net application development experience to interact with PI through various technologies. The course assumes familiarity with the Visual Basic.NET language (though examples are also available in C#) and the Visual Studio IDE. 8

9 OSIsoft PI Advanced Computing Engine (ACE) (2 day) Anyone wanting to manage PI ACE computations Delegates must be familiar with Visual Basic before undertaking this course The OSIsoft PI Advanced Computing Engine course will teach you how to create, configure and manage ACE computations. Delegates will learn: How to install and deploy OSIsoft PI ACE How to move PI ACE modules How to program PI ACE computations and schedule them efficiently Methods and properties specific to PI ACE objects How to make use of different contexts How to define a PI module database structure to help in writing self-configuring applications 9

10 OSIsoft PI System WebParts User and Administration (1 day) This course is for the person who wants to deploy PI WebParts on a SharePoint server and create/manage SharePoint web part pages, which includes PI WebParts. Delegates should have a basic knowledge of what Microsoft SharePoint is and also be able to create PI ProcessBook displays In this course, a student with working knowledge of Windows Server 2003 and experience with OSIsoft PI ProcessBook and PI DataLink will learn to create their own portal web pages using PI WebParts. Students will learn to retrieve data from different sources and present that data in the most efficient ways. We also prepare students to manage their PI WebParts installation, including security implications. This training course provides a working knowledge of the tasks required to use and maintain a PI WebParts installation. This includes: How to install, monitor and troubleshoot PI WebParts How to insert and use PI WebParts in a SharePoint web page How to configure PI Data Services Data Source and PI Data Services Data Sets How to connect web parts together for interaction How to use OSIsoft smart clients from PI WebParts How to use PI Table to access relational data and build a behavioural template How to configure security for PI WebParts How to use PI ProcessBook native *.PDI files in the RtActiveView web part 10

11 OSIsoft PI System AF: Essential Skills (1 day) This class is designed for PI users and administrators who require a basic understanding of PI AF and its capabilities Delegates must be familiar with the PI Server, PI ProcessBook and Microsoft Excel The course provides an introduction to the concepts and the use of the PI AF module. It will enable the user to build and configure PI AF templates, elements and attributes. The User will also be able to use the new tools for PI ProcessBook and Microsoft Excel. On completion the delegates will be able to: Understand the PI AF architecture Build a hierarchy of PI AF elements and attributes Use the PI AF Library to configure templates Understand reference types and use several different data references Perform bulk configuration with the PI AF Builder Excel plugin Use PI AF System Explorer and PI ProcessBook and Microsoft Excel Add-ins 11

12 Orion House (HQ) Stone Business Park Stone Staffordshire ST15 0LT T: +44 (0) F: +44 (0) Kinniside Suite Innovation Centre Westlakes Science & Technology Park Whitehaven Cumbria CA24 3TP T: +44 (0) F: +44 (0) Beacon House Stone Business Park Stone Staffordshire ST15 0NN T: +44 (0) F: +44 (0) Dyson Court Staffordshire Technology Park Stafford Staffordshire ST18 0LQ T: +44 (0) F: +44 (0) Charlton Court Gloucester Business Park Gloucester GL3 4AE T: +44 (0) F: +44 (0) Westpoint House, Pavilion 2 Prospect Park, Prospect Road Arnhall Business Park Westhill Aberdeen AB32 6FJ T: +44 (0) F: +44 (0) Vulcan House Calleva Park Aldermaston Reading RG7 8PA T: +44 (0) F: +44 (0) Maple Lodge Sewage Treatment Works Denham Way, Rickmansworth Maple Cross WD3 9SQ T: +44 (0) F: +44 (0) Capula Limited Registered in England No Registered Office: Orion House, Stone.

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