OSIsoft PI System

an Imtech company

training prospectus

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

than 200 engineers recognised for innovation,

project delivery, quality and safety, we design,

deliver and support systems that are mission

critical for our clients.

Capula is the UK’s leading OSIsoft Partner for

their real-time performance management

Infrastructure - PI System, with in excess of 130

client organisations supported in the UK.

Using the functionality of the OSIsoft PI System

infrastructure, we extract real-time state and

analogue data from operational systems and

combine it with customer, financial and asset

data from business applications to provide

meaningful, tailored information that helps

our clients drive behaviour change, improve

management decision making and demonstrate

compliance.

The key enablers for this include data

visualisation and transformation, making use of

technologies such as Microsoft SharePoint and

Silverlight, and new OSIsoft applications like

Coresight and Event Framing. Data quality is

ensured through effective configuration

management and maintaining continuity and

integrity of real-time data flows with regard to

Information Security and CPNI standards.

We provide a full range of services to support

the OSIsoft PI System, which include:

• Solution design

• Implementation consultancy & delivery

• Real-time data visualisation solutions

• OSIsoft PI System data exploitation &

transformation projects

• OSIsoft PI System infrastructure licenses

• OSIsoft PI System training

• OSIsoft PI System maintenance & support

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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.

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)1452

650000 or by e-mailing us at

training@capula.co.uk.

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We are constantly reviewing and updating

our course syllabus. For the latest course

descriptions and pricing information, please

visit our website - www.capula.co.uk

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OSIsoft PI System Manager Essentials(3 day)

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

This is a hands-on course, supported by practical workshop exercises.

Who should attend?Anyone who will have responsbility of the upkeep of the OSIsoft PI System

Pre-requisitesDelegates should have knowledge of Windows-based computer systems, and would usually have attended a PI System Client course

Booking informationTraining courses are held at Capula offices throughout the year. On-site training can also be arranged. For more information call +44 (0)1452 650000 or e-mail us via training@capula.co.uk

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OSIsoft PI System Manager Advanced(3 day)

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

This is a hands-on course, supported by practical workshop exercises.

Who should attend?Anyone who wishes to understand or use the advanced features of the PI Data Archive

Pre-requisitesDelegates 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

Booking informationTraining courses are held at Capula offices throughout the year. On-site training can also be arranged. For more information call +44 (0)1452 650000 or e-mail us via training@capula.co.uk

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OSIsoft PI System Client User(1 day)

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

This is a hands-on course, supported by practical workshop exercises.

Who should attend?Anyone who will be using the PI Applications for viewing existing PI ProcessBook displays and creating simple trends or running elementary reports

Pre-requisitesDelegates should have experience of using Windows- based software packages and knowledge of Microsoft Excel

Booking informationTraining courses are held at Capula offices throughout the year. On-site training can also be arranged. For more information call +44 (0)1452 650000 or e-mail us via training@capula.co.uk

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OSIsoft PI System Client Developer(2 day)

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

This is a hands-on course, supported by practical workshop exercises.

Who should attend?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

Pre-requisitesDelegates should have experience of using Windows- based software packages and knowledge of Microsoft Excel

Booking informationTraining courses are held at Capula offices throughout the year. On-site training can also be arranged. For more information call +44 (0)1452 650000 or e-mail us via training@capula.co.uk

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OSIsoft PI System Application Development(3 day)

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.

Who should attend?The course is designed for programmers who want to develop applications that interact with the PI and AF systems and databases

Pre-requisitesDelegates must be familiar with the PI Server and AF, and must be experienced application developers with familiarity with Visual Basic .NET

Booking informationTraining courses are held at Capula offices throughout the year. On-site training can also be arranged. For more information call +44 (0)1452 650000 or e-mail us via training@capula.co.uk

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OSIsoft PI Advanced Computing Engine (ACE)(2 day)

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

This is a hands-on course, supported by practical workshop exercises.

Who should attend?Anyone wanting to manage PI ACE computations

Pre-requisitesDelegates must be familiar with Visual Basic before undertaking this course

Booking informationTraining courses are held at Capula offices throughout the year. On-site training can also be arranged. For more information call +44 (0)1452 650000 or e-mail us via training@capula.co.uk

10

OSIsoft PI System WebParts User and Administration(1 day)

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

This is a hands-on course, supported by practical workshop exercises.

Who should attend?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.

Pre-requisitesDelegates should have a basic knowledge of what Microsoft SharePoint is and also be able to create PI ProcessBook displays

Booking informationTraining courses are held at Capula offices throughout the year. On-site training can also be arranged. For more information call +44 (0)1452 650000 or e-mail us via training@capula.co.uk

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OSIsoft PI System AF: Essential Skills(1 day)

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

This is a hands-on course, supported by practical workshop exercises.

Who should attend?This class is designed for PI users and administrators who require a basic understanding of PI AF and its capabilities

Pre-requisitesDelegates must be familiar with the PI Server, PI ProcessBook and Microsoft Excel

Booking informationTraining courses are held at Capula offices throughout the year. On-site training can also be arranged. For more information call +44 (0)1452 650000 or e-mail us via training@capula.co.uk

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