For all of our PI ProcessBook users, we have some exciting news for you! We developed a utility to
migrate over your PI ProcessBook displays over to native PI Vision displays. What that means, is
that all of your hard work building out all those ProcessBook displays, can carry over to PI Vision.
Hi, this is Jeff from OSIsoft Learning, in order to leverage the full value of PI Vision
you want to make sure that you have your displays created as native PI Vision displays,
but since you've already taken the time to build out your PI ProcessBook displays,
let's use the Migration Utility to move over all that hard work and create a display that
we can edit and add to in PI Vision itself. In previous versions of PI Vision, you've been able
to host these PI ProcessBook displays, but this utility will help you migrate them over fully.
We'll want to make sure that we can migrate as many things as possible from our PI
ProcessBook displays to PI Vision and let's take a look and see how we can do it.
Here's what you'll need to do. First, we'll launch the Migration Utility
and we'll need to fill in where our PI ProcessBook displays are. You can see that
we brought in our entire folder structure so everything is kept nice and organized.
We can keep the same folder structure our users had before to organize our displays.
We'll get to that part in a few minutes. Next, we'll select which displays who want to run
our analysis on and determine how precisely we can migrate all of the displays objects.
I'll select all of my displays, to see what kind of shape I'm in, to make the full upgrade
to PI Vision and I'll kick off the analysis by clicking the button at the bottom of the window.
On the right side of the utility, we can see that there are two views that we can
choose from to view the analysis results: the Summary view and the Tree View. In Summary view
displays are grouped by status. The top with the green checkmark,
show the group of displays where all objects and data items are going to move over successfully.
A point of clarification here, the green checkmark means that everything on the display
can and will be migrated. But it may not look identical due to the formatting differences
between PI ProcessBook and PI Vision, so everything will move over easily,
but may not look exactly the same. We're thinking about things like fonts or size of objects
or different colors. The Tree View gives us the folder structure that we're used to seeing or
displays in. We could also sort by a few columns, such as the Issues column. I have to click on the
little filter icon that looks like a funnel and I'll get my sorting and filtering options.
By now, you've probably noticed there are a couple of warning icons popping up,
let's take a look at what the issues are. If you want more information
on each issue symbol, you can check out the manual linked in the description below.
To help you see if you're ready to move over to PI Vision and to assess whether you're okay with
losing some of the custom VBA code that might be on your ProcessBook displays, we've created
a button at the bottom, where you can export your VBA code for your different displays.
Under View Reports, we have a few options that our info junkies can have a look at.
We have the Analysis Report, as well as the Migration Report.
After you run the analysis on your different displays, you'll be able to see
all of the different pieces that are being checked for our Migration Utility.
In order to have a success, that analysis report is going to say that all of the data objects
are going to be able to move over successfully. Up until migrating the displays, everything
that you've done at this point, you could do without access to any PI Vision server and
without any migration taking place. This makes the Migration Utility a great tool to see what
state your PI ProcessBook displays are in and what you might need to work on if you
want to move over to PI Vision fully. Since in my case, I'd like to finish out the migration,
let's go through and see the different options that I can put in to make my migration successful.
First, I'll need to connect to my PI Vision server.
Next, I'll select the destination PI Vision folder where I'd like to put my displays under.
I can select a display owner if I'd like at this point and all the display owners that are
listed here, are just going to be different users that have already access to my PI Vision server.
I can select my security level and, remember how I told you you can keep your PI ProcessBook
folder structure? Well, if I check this box of Persist folder structure from migrated items,
that will let me keep the same folder structure that I had in PI ProcessBook.
Again, this might be really helpful for your users who are used to finding their displays
in a certain place. For the duplicate file names, I can just leave this as skip and I'll hit OK.
When it's done running the migration, I can see that all of my displays were migrated
successfully. Keep in mind, I had a few issues that were pointed out to me, such as different
data sets or ActiveX objects that were not migrated over. This is expected. But the
rest of my display, was moving over successfully to PI Vision. If I open up the Migration Report,
I can see the names of the display as well as a link to access my display in my PI Vision server.
Let's check out a few of these displays that have been moved over.
This Migration Utility has created a native PI Vision display, which I can manipulate the same
way I would any other PI Vision display. I'll open up my Energy Management Overview display
and let's take a look side by side and how it looks next to the PI ProcessBook original display.
As you can see, now that it's in PI Vision, I'll be able to see everything that was there
on the original PI ProcessBook display and I can move it around, add, edit,
change things the same way that I would with other native PI Vision displays.
We hope this PI ProcessBook to PI Vision Migration Utility has really helped you get
up to speed with PI Vision. Let us know in the comments if you liked the tool
and how you're using it at your company.