Best Practice: Asset Framework

Deployment and Management

Frank Batke

#PIWorld ©2019 OSIsoft, LLC 1

 Things to Keep in Mind

Who will consume the There is no “right Think Big Solve a specific
data? way” to building AF Start small problem
and scale up

#PIWorld ©2019 OSIsoft, LLC 2

Agenda
• Organizational Structure
• Governance Framework
• Template Management
• Building Out AF Hierarchy
• AF Best Practices
• Synchronize Sites with Corporate
• Conclusion

#PIWorld ©2019 OSIsoft, LLC 3

Before you start to “cook” – prepare “recipe”

Look for one or two business cases to define:

• Critical assets
• Data sources of
• Time series
• Meta data
• Structure
• Responsibilities for maintenance
• Workflow for changes
#PIWorld ©2019 OSIsoft, LLC 4
Organizational Structure
• PI Steering Team
• Vision Setters
PI Steering Team
• PI Strategic Team
• Vision into Action

PI Strategic Team • PI Tactical Team

PI Site Team PI Site Team • Project Execution

• PI Site Team
• Supports Project
PI Tactical Team Execution
PI Site Team PI Site Team

#PIWorld ©2019 OSIsoft, LLC 5

Steering Team – Vision Setters
• Strategic Vision
• Executive Sponsorship
• Manages Commercial / Executive relationship with OSIsoft
• Communicates Value across the Organization

#PIWorld ©2019 OSIsoft, LLC 6

Strategy Team – Vision Execution
• Translates Vision into Strategic Initiatives
• Program Manager
• Identifies Value Opportunities
• Run Pilots (PoV) and Rolls Out to Entire Organization
• Implements PI System Governance
• Documents and Communicates Value
• Drives PI System Adoption / Defines PI Training Plans
• Leads a PI User Community
• Communication Channels with Business Users

#PIWorld ©2019 OSIsoft, LLC 7

Tactical Team – Technical Execution
• Leads PI System Roll Out
• Enforces PI System Governance
• Master AF Structure
• Executes PI Initiatives in Collaboration with the PI Site Team
and Business Owners
• Access Rules and Security
• Ensures Standard PI System Implementation
• Technical Support to Sites

#PIWorld ©2019 OSIsoft, LLC 8

Site Team – Site Execution & Support
• PI System Infrastructure Administration at Site Level
• Contact for Sites’ Super Users and SME’s
• Communicates to PI Tactical Team Sites’ Business Needs
• Identifies Value Opportunities
• Supports PI Projects / PI Tactical / PI Strategic teams
• Executes PI Projects with a Site Scope

#PIWorld ©2019 OSIsoft, LLC 9

PI System Governance Framework
• Governance Outline Doc
• Define Teams
• Define Rollout Process from Central
PI System to Sites
• Standards for Integration to External
Systems
• Change Management Process

#PIWorld ©2019 OSIsoft, LLC 10

Governance Framework cont.
• Define Standards and Best Practices
• Naming Conventions (PI Tags, AF Objects)
• Define Security and Access
• Standardize PI System Architecture
• Approval Process (Change Management)

#PIWorld ©2019 OSIsoft, LLC 11

Governance Framework cont.
• Guidelines and Recommendations for Solution Development
• Define Documentation Requirements for Projects
• Scope, AF Model for Project, Deliverables
• Define Roles and Responsibilities for Project Execution
• Define Process - Baseline, Measure and Document Value

#PIWorld ©2019 OSIsoft, LLC 12

Support Considerations
• Resource Pool
• Learning Resources
• Testing Environments
• Sample AF Structures
• Define Roles and Responsibilities at Each Site
• Define Process
• Disseminate Value Opportunities
• Define Process - Use Cases / Enhancement Requests
• Incorporate Site Specific Requirements to Standard PI AF Structure

#PIWorld ©2019 OSIsoft, LLC 13

IT and OT Roles

IT OT
• Standards • Hierarchies
• Security • Templates
• Governance
• Smart Elements
• Roll Out

#PIWorld ©2019 OSIsoft, LLC 14

Why Templates?
Used to define particular class of objects
• Definitions are used throughout the PI System
• Element, attribute, event frame, analysis, notification, etc.

Can be used to auto-create PI Points

• Ensure PI Point naming consistency

Template inheritance
• Further define relationships between assets
• Start small and grow as needed

#PIWorld ©2019 OSIsoft, LLC 15

Template Management

• Assign Subject Matter Experts (SMEs)

• Centralized Storage – Disseminate to Sites
• Follow Company Defined Standards
• Naming Conventions
• Derived Templates
• Analytics

#PIWorld ©2019 OSIsoft, LLC 16

Building Out AF Hierarchy

• Follow a standard (S95, …)

• ERP hierarchy can be good source to start
• Use Views

#PIWorld ©2019 OSIsoft, LLC 17

AF Hierarchies Considerations

• Keep to the Defined Standard

• Group by Geography or Business Units
• Group by Asset Types
• Group by Initiative
• Production Reporting
• Operations
• Use References for Different Views
#PIWorld ©2019 OSIsoft, LLC 18
Best Practices a.k.a. AF Ten Commandments
1. Thou shalt use Templates
2. An Element Hierarchy shalt follow standards
3. Different Views make life easier
4. Categories shalt be used everywhere
5. Get to know PI Builder – it is your friend
6. Defaults are not your friend
7. String Builder and Event Frames are more friends
8. Thou shalt use Units of Measure
9. Do not only consider Bottom-Up approach
10. Thou shalt build Smart Elements

#PIWorld ©2019 OSIsoft, LLC 19

Smart Elements
Analyses Time-series
• Efficiency analysis • In-Flow
• Key Performance • Pressure
Indicators (KPI) • Vibration data

Events Asset details

• Downtime • Name
• Startup • Model
• Failure • Manufacturer

Notifications External data

• High speed • Performance curves
• Rotor failure • Last maintenance date
• Low pressure • Design documents
• Best operating procedures

#PIWorld ©2019 OSIsoft, LLC 20

Some Additional Best Practices
• Use Enumerations
• Minimize mistakes
• Use Distinct Element Names
• Less Confusing
• Keep Relational Data in Relational Database
• Use AF Tables

#PIWorld ©2019 OSIsoft, LLC 21

 Synchronize Sites with Corporate
Production PI Data Archive: Stores time
series data, which can be
PI Data Archive PI AF SQL accessed by client tools. This
Master Data server does not access PI AF
Server directly.
PI AF: PI Server component
that enables organization of
time-series data into logical
and/or physical models.
Asset Hierarchy Asset Hierarchy
PI AF Database: PI AF
Development Staging database (PIFD) is AF
backend stored in SQL
Server.
Replicated Data

Replicated Data
PI System Explorer: PI AF
client tool used for AF
administration.

PI Data Archive PI AF SQL PI Data Archive PI AF SQL

#PIWorld ©2019 OSIsoft, LLC 22

Management Between Corporate and Sites

• Master Templates.
• Deployed to Sites
• Inherited Templates at Sites
• Define Process for Alerting Changes
• Subject Matter Experts

#PIWorld ©2019 OSIsoft, LLC 23

 Promoting Configuration
PI System Explorer AF Utilitites Programmatic

•Manual process to export Asset •Encapsulate all •Write an application using

Hierarchy from a master data or central export/import instructions in the AF SDK
PI AF and import in each destination a script file (e.g. bat file)
system. using native utilities
•Powershell script

•Utilities:
• AFImport
• AFExport

• Limitations of PI System Explorer or Scripting:

• When AF Objects are deleted on Master AF Server(origin), this deletion does not propagate to destination database when the structure is imported.
The import process will add new objects or modify existing ones, but does not remove deleted ones.
• In order to get the hierarchy on destination database to be the same as master database, it is required to delete everything and recreate it.
• Once imported, it is necessary to update all data references.

#PIWorld ©2019 OSIsoft, LLC 24

PI System Explorer
Exporting: Importing:

1. In PSE, open the 1. In PSE, create

database (origin) a database
(destination)
2. Right click in the
first element (root) 2. Right click in
in the hierarchy
and select Export the first element
to File... (root) in the
hierarchy and
3. Inform the path select Import
file and mark the from File...
options Include
All Referenced 3. Inform the XML
Objects and
Include Security file and mark
Settings All Options

#PIWorld ©2019 OSIsoft, LLC 25

AF Utilities
There are two utilities* that may be used to help automatize the
process to synchronize PI AF databases exporting/importing it as
XML file.
• The AFImport utility is a command line application that you can
use to restore PI AF objects into a database.
• The AFExport utility is a command line application that can be
used to archive PI AF databases into an XML format that can be
restored later.
Examples:
• AFExport <AF_Server_Origin>\<Database> /AllReferences /Security /File:C:\Temp\AFDatabase.xml
• AFImport <AF_Server_Destination> /AllReferences /File:C:\Temp\AFDatabase.xml

*These utilities are located in the \PIPC\AF folder in the client machine.

#PIWorld ©2019 OSIsoft, LLC 26

Programmatic
• Another approach is develop custom code in AF SDK
and .NET to synchronize the database using advanced
features that overcomes the limitation of out-of-the-box
utilities.
• For Example, Handling Deletions in Master Template

#PIWorld ©2019 OSIsoft, LLC 27

Conclusions

• Organizational Structure and Governance

• Define and Follow Standards
• SMEs Responsibility for Template Content
• Define and Create Rollout Process
• Follow Best Practices

#PIWorld ©2019 OSIsoft, LLC 28

The Take Away
• Have a plan
• Only model what you have understood
• Only invest in resources if you have the use case

Don’t try to boil the ocean or find theory of everything !

#PIWorld ©2019 OSIsoft, LLC 29
This is Me
• Frank Batke
• Staff Systems Engineer
• OSIsoft
• [email protected]

#PIWorld ©2019 OSIsoft, LLC 30

 Questions? Please remember to…
Complete Survey!
Navigate to this session in
Please wait for mobile agenda for survey
the microphone
DOWNLOAD
THE MOBILE
State your
APP
name & company

#PIWorld ©2019 OSIsoft, LLC 31