Hi, my name is Kristin
and I'm a Customer Support Engineer at OSIsoft.
In this video, we will be planning a
PI Server upgrade to version
2015. Let's start on our current Data Archive
machine which is called
PISVR. To see what version of the
Data Archive we are currently running, we are going to go into
PI SMT,
Operation, PI Version. And we have our version
which is 3.4.380.70 64-bit.
Now let's go check out the
Live Library documentation on
PI Server 2015 Upgrade.
We'll go to
PI Server 2015,
Installation, PI Server Installation and Upgrade.
And Plan a PI System Upgrade.
Here we'll find our version
which is listed here.
Note that if
we are upgrading from 32 bit, we
cannot do a direct upgrade. But we are running 64 bit, so we
can perform a direct upgrade.
If we scroll down, we can see our
basic strategy will be a direct upgrade.
But note that an upgrade can be
a good time to move to new
hardware. If this is the case, please check out the
documentation on moving a PI Data Archive.
Also note
that since we are upgrading from a version prior
to 2010, 3.4.385,
we will need to install Microsoft
SQL and an AF Server before
proceeding with the Data Archive
upgrade. Now let's see how all of these fit
into place in the PI Server. The PI Server is composed
of two major components, the PI Data
Archive and the AF Server. The PI Data
Archive stores data into PI
points and the AF Server
takes those points and organizes them into
assets. The AF Server itself is
composed of two parts. The SQL
Database back-end and the AF
Server service. For our upgrade,
our order
will be first install the SQL Server,
then the AF Server and finally
upgrade the PI Data Archive. So let's
go back to our documentation.
So if we go down to PI System
Deployment, PI System and SQL Server
Configuration Options, we can see that we have some options
depending on what our system size is. On my
system, I have a small
PI System which means I have 25,000 PI
Points or fewer and
10,000 assets or fewer.
If we scroll down we can see that we will be
installing the SQL Server,
the AF Server and the PI
Data Archive all on the same
machine. Also, we will be installing
SQL Server Express on this node.
Note that there are limitations of SQL Server
Express on memory and
storage which is why it is used for small PI
Systems. If you have a larger system, please
see the other links below, Small PI System, for
more information. Next we will want to look at the
Operating System requirements. Our machine is
Windows Server 2008,
R2, SP1. So if we go to the PI Data
Archive Operating System requirements, we can
see that our version is
supported. The next, let's look at the
AF Server OS
requirements. This will be
in Asset Framework Installation and
Upgrade, PI AF Server Pre-Installation
Tasks, System Requirements. And it is referring to the PI
AF 2015 release notes for details on the requirements.
You can find that on the
tech support website and I have downloaded a local copy of
this. So if we go to Operating Systems,
we can see that Windows
Server 2008 R2, SP1 is listed
as a supported Operating
System. It also lists the SQL Server requirements
for the PI AF Server 2015. We will be
installing SQL Server 2012
64-bit. The last item to
consider are what
ports are available. Since this is an existing Data
Archive, we should have the ports
required for the Data Archive opened. However, the AF Server
requires additional
ports to be opened. To find out more
information, we can go to Plan a New PI System
Deployment and under
step seven, there is a link to a KB
article. You can open those ports
yourself or take this document to your
IT personnel. Now we are ready to start our upgrade.
So let's go to the tech support site
to get the kits, the
install kits.
We will
go to PI Server under Products.
And go to PI Asset
Framework, Downloads and
sign-in.
If we look under install kits, there are two that we
need for this upgrade.
The first is SQL Server Express
2012 with tools, 64-bit. Next
is PI Asset Framework Server
2015 Install
Kit. Finally we will also want to download
a white paper covering the SQL Server Express
install located here.
Installing SQL Server 2012 Express for PI Server.
We will also need to download
our Data Archive install kit. So we'll go back to
Products, select PI Data
Archive, Downloads and download the
PI Data Archive 2015 install
kit. Before we begin our
installation, it's important to note that SQL Server
2012 Express also installs .NET
Framework 4.5 which will require
a machine reboot. So to prevent data loss, we will
need to do a general health check on our
Data Archive and make sure that buffering is configured
correctly on all of our PI Interface
Nodes. So let's go back to PI SMT
and go to Operation,
Snapshot and Archive Statistics. And
press Play. So
there are a couple of things we will want to check here.
First, we need to make sure that the
archived events and
the snapshot events sent to
queue are similar and both
increasing looking at the change
column. Next, we want to make sure
that the
snapshot events
in queue is a low number and
the number of overflow queues
is zero.
We will also want to check out current
values for our PI Points. So we'll go to
Data, Current Values
and search for some of our tags.
Press play
and make sure that these
values are updating. Next we will need to go to our
interface node.
Here we have our interface
node and we will want to go to
PI Interface Configuration
Utility,
Tools, Buffering.
Because I am running Buffering
Subsystem 4.3, we can use the Buffering
Manager to check it out. We'll double click our
PISVR Data
Archive and we can see
that the total events
sent increasing,
and our buffer capacity is
good. If you do
not have version 4.3, we can use the command
prompt to check the health.
So open up the command prompt and
navigate to the PI
Home, Bin
directory and run PIBuffSs-qs.
Select our PISRV
Data Archive and
as this runs, we
can see that our total
event writes and reads are equal and
increasing. I only have one PI
Interface node. So if you have multiple
Interface nodes, please repeat this check on
all of those PI Interface
nodes. Finally, let's go back to our
Data Archive and we'll
need to backup the Data Archive before proceeding.
So let's go in PI SMT,
Operation, Backups
and select our PI Server. And select
Backup Now. Because
we have the scheduled daily
task to backup the PI Server, I
will only backup our primary
archive because it is the only archive that has not been backed up.
I'll select a backup location,
which will be our backups drive and
I'll make a new folder.
And select backup.
When the backup
has been completely successfully, we are ready to begin our
upgrade by installing SQL Server
2012 Express. Another field service engineer,
Nick, will walk you through these steps
in the Installing SQL
Server Express for PI AF video. If you have
an existing installation of
SQL Server that is already available on your network that you will use to host
the PI AF Database, you can skip
ahead to the Upgrade PI Server 2015
Full Walk-through video which is where we'll
start back after we complete the SQL Installation.