Today I'm going to be showing
you how to install the PI Integrator for Business
Analytics. One thing I want to
point out right away that there are different editions
of the PI Integrator for Business Analytics. And each
edition has its own unique install kit.
But the procedure for the installation is going to be the
same. So you are going to be able to follow these
same steps. This is the machine that I'm going to be installing
the PI Integrator for Business Analytics
on. The first thing that I want to do is make sure
that I meet the system minimum requirements. So
I'm actually going to open the PI Live
Library and look at the PI Integrator for Business Analytics
2015 guide. OK, so the
system minimum requirements are here.
First thing is I have confirmed that I'm
running a late enough version of the
PI Server, the Asset Framework and the
Data Archive components. Like I said, I have the machine that the
PI Integrator for Business Analytics is going to be installed
on, and I have made sure that this
machine is appropriately sized. I'm also
going to need a MS SQL Server,
either local or on the network. In
my case, the SQL Server is actually installed
locally, the one that I'm going to be
using. But it's fine if you have one that's on
the network. You might be wondering,
why is SQL Server involved with the
PI Integrator for Business Analytics
installation? Well essentially the
SQL Server is used to cache
some of the data for quick access by
the BI tools. One more important note is on
the SQL Server, SQL Express is not
officially supported due to the
10GB size limitation
that's quickly going to become a constraint if you are working with the Integrator
in a production environment. However you
can use SQL Express for testing in a limited
context. One very important final note
is the PI Integrator for Business Analytics
must be installed in a domain,
it cannot be installed in workgroup environment.
But I'm doing this installation in a domain,
so I'm good to go there.
The next thing I want to do is check out the permissions to make sure the
install is going to be successful. So
on this machine, I'm logged in
as my user and you can see that's
cmetzinger. So my
user has to be in the local admin
group on this machine. And
I'll confirm that right now. So in the administrators
group, you can see that there is my
user cmetzinger right here.
Now for the PI Integrator for Business Analytics
there is a Windows
service. And I need a service
account for that Windows service. So I've
received a service account from my IT group and I'm also now
going to need to check out the permissions
for that service account for the PI Integrator for Business Analytics.
This is the service account
that I'm going to be using and you'll
see that I've also already added this to the
administrators group on the machine
which is a requirement. I'll also need to
check out this account's permissions on
the SQL Server. So during the installation process, I'm going to be asked to pick a
SQL Server and that's the SQL Server that's
going to host the PI Integrator
database. So in order to create that database, the
service account has to have permissions on
SQL. So I have SQL Server Management
Studio open. Here is the SQL Server
that I'm going to be using and you can see that I have a
login for that service account. And I'll
confirm that I have the required
sysadmin privileges
setup for it.
You can see that I have the sysadmin
privileges setup there. So in addition
to being in the local administrator's group and having
sysadmin privileges on SQL, this service
account is also going to need permission on the
PI AF configuration database. So during
the installation, you are going to
select an AF Server. And that's the AF Server
where the configuration information for the
PI Integrator for Business Analytics is
going to get stored in the AF Server's
configuration database. So we'll need to make sure that
we have the permissions there. So I'm going to open
up PI System Explorer and because I'm
using the latest version of the
AF Server, I'm on the new AF security model, so
I'm going to show it both ways. Here,
I'm going to
server properties and I've
already setup a mapping for this service account.
This is a large server used for a lot of things,
so I'll just highlight it to make it really clear. Here is the
service account and here is the
identity. So what I need to do is make sure that this
identity has
admin access on the configuration
database.
So I'll check the configuration database's
security.
And you can see here is that
identity and that it does have
admin level privileges on the
configuration database. Similarly,
if you are using a older version of the
AF server and you have the older AF security model,
you'll see something like this. So I have the
configuration database and then you'll be looking
for adding the privileges.
In this case, here is a different service account that's being
used for an Integrator on
another environment and you can see that
this service account has the admin
privileges as well on the configuration
database. So I'm going to switch back to
my setup over here.
And the one other thing I want to note is
while we'll in the AF configuration
database, there is a UI that's part of the PI Integrator for Business Analytics.
And when it
first gets setup, the users that have
admin access on the AF configuration
database are the users that get granted
admin access in the PI Integrator for Business Analytics
UI. So that's something to be aware of.
So for example, you can see that I
actually have my specific
user account which does have admin level access. So
we'll see that's going to get added. And there are a
few other accounts or identities that have this. So this is just going
to be the baseline
admin level on the UI and I'll show you what that looks
like after we get the installation completed.
The only other step you may want to take
with the service account that's going to be
used for the PI Integrator, is to setup Kerberos
Constrained Delegation. And there is
actually a section in the Live Library
specific to this. So if you navigate to
administration tasks, you can see there is a
section on Kerberos Constrained Delegation. This is
an optional step. What it allows is that
if Kerberos Constrained
Delegation is setup, the user of
the PI Integrator
UI will only be able to publish the data that they would be able
to specifically work with in the
PI Asset Framework and the Data Archive, so
it follows that security. If this is not
enabled, it is an
optional step, then all the data that is
accessible to the service account that the PI Integrator
runs on, will be available to the users
creating views. So just something to be aware of.
I have actually already worked with my IT
team to setup Kerberos Constrained
Delegation. So I'm not going to be showing those steps in this
video. But if you want more details, you can
consult this user guide and see the
steps. So I'm ready to begin the installation and what I'll need to
do is I'll need the install kit from the tech
support website. So our tech support website
is techsupport.osisoft.com
and once you are logged
in, you can search for the PI Integrator for Business Analytics
as your product. And as you can
see down here, I actually have a
lot of different install kits for the PI Integrator for Business Analytics.
So basically there is
multiple editions of this
product. And as an employee, I'm actually licensed for all of the
editions. So I see more than one here. But in
your case, you are probably licensed for a specific
edition, so you are likely only going to see one here.
For this video, I'm going to be using
the PI Integrator for Business Analytics
Data Warehouse edition, the
100,000 data output stream limit. I've
already downloaded this install kit and I have it
available on my machine.
So let's close some of these
things out and get started with the
installation.
OK, so the first step to do
is to make sure you right click and run
as administrator. This is very
important because if you don't run it as administrator,
this installation is going to fail. So make sure you do the right click
and run as
administrator.
The first thing it's going to ask us is for the
extraction path. I like to extract the
files to a specific folder
on the machine and that's what I'm
going to do here.
OK,
and you can take a look at the different modules that are
included in this. It looks like the remaining
pieces that I have are the PI AF
client 2015 R2 as well as the
PI Integrator for Business Analytics,
MS SQL Server 2012 native client. And
the PI SQL Data Access Server
used by the Integrator. I'll go ahead and hit
OK and begin the installation.
So
hit next. And the first thing it's going
to ask me is for that service account for
the PI Integrator for Business Analytics.
And
then it'll ask me for the AF Server.
Remember this is the AF Server that we confirmed that we have the right
permissions on the configuration
database. Then it's going to
ask for the SQL Server.
And this is the SQL Server that we looked
at earlier and made sure that we have the permissions
for the service account. I'm going to
use Windows authentication to
connect because I've setup those permissions as
we saw earlier.
The next thing I'll need to do is select the
port for the PI Integrator for Business Analytics
that web UI and I'm going to leave it as the
default port number. And confirm that that's available. But
definitely feel free to change this to a port number that works for
you. Then I'll
install.
You can see that the installation completed
successfully. And then what I want to do
now is I want to take a look at the services
and confirm that it's running.
OK, and we can see that we
have the PI Integrator for Business Analytics
service, that it's running and you can see that it's
running under that service account that we specified.
That all looks good. So what I want to do is
navigate to the web UI. So I'm going to open
up an internet
browser and the URL for the web UI
is going to be http:// and the fqdn
if you are working on a machine that the
Integrator was not installed on, in my
case I can do localhost. And then you
want to do the port number that we
specified in the installation. So in my
case port 80. OK, this loads the
UI. What is this UI used for?
This UI is used to setup and
manage views. And views, those are just the row and
column representation of your
data that your BI tools can then consume.
So how is access to this UI governed?
We talked about it inheriting the security from the AF
configuration for setup up the administrators. And
we'll see exactly what that looks like now.
So I just want to point out that
right now I'm logged in as my user.
And that user had admin level
access to the AF Configuration
database which I'm then able to access the UI right
away. I'm going to scroll down to administration here.
And then I'm going to
switch over to the users
tab.
And here you can see there are users and
groups that were pre-defined from the AF Server
Security Configuration database. So
my account here was added
and
I'm an
administrator. You can also see that we
have the service account for the Integrator
which was also an administrator. Now as an
administrator, I can then add new users or
groups and I'm going to show you how to do that.
So I'll hit add and I'm actually going to
add a group.
OK, so I can then
add this group
and I can assign this group to also have
admin access on the UI.
You'll also notice that in addition to
specifying whether or not they are an administrator,
there are also these other fields down here. And what are
these about? Well the first
one is basically who can access the UI, they have to be
a user. And who can manage these type
of things on the UI, administrator. But it's also setting up
permissions for what published
targets they can use and what views they can see.
Now what is a published target? Let me switch over to
targets here.
And so you can see the default published
target is a PI view. Any edition
of the PI Integrator for Business Analytics
has this as an available published
target. Now some other editions of the Integrator,
the Data Warehouse edition, supports additional
targets. So by default, use the PI view
but in this case remember I installed the Data Warehouse
edition. So you can see I could add additional
published targets. Basically I can specify
to be sending to a flat file or to a
specific MS SQL Server and
database. So again, these are targets that you'll
see depending on your edition. But by default, you'll
have the PI view and everybody has that one. So
regardless of whatever target type we are using, what's the
data that we can bring into a view that we are
creating? Well we can take a look
back at AF databases. So here we can
add the AF Servers that we want to bring
the data from and in this case, we have a
large system, so I have multiple databases. But this is
where this part gets setup. If you need to add
additional AF Servers, you can specify
and then add. And the last
thing that I want to draw your attention to on the
admin section is licensing. So with licensing,
you can see that this section allows you to
monitor the total output streams
consumed and of course more importantly, the unique
output streams consumed. So
remember the PI Integrator for Business Analytics
is licensed based on the number of unique output
streams. Now what counts as unique
output streams? Let's consult the Live Library
to get that definition.
So back here under Administration
Tasks, we can switch over to licensing and
output streams.
And here we can read about what
counts as an output stream and a unique
output stream. So you can see that basically
a unique output stream is a distinct
PI tag or PI point that can be utilized
and published is one or more
PI views. And there are even some
examples on how that would be determined
right here. At this point, I'm
ready to go ahead and do the next
step. I'm going to create a new asset view and
that's what's shown in the next video.