This video demonstrates the steps to prepare the application service to
complete a fresh install of PI Vision 2020. it is divided into the following sections.
The machine where we will install PI Vision is dedicated to hosting PI Vision. Verify that your
machine meets the following hardware requirements based on the number of PI Vision users.
Please note, you can use the PI Vision administration website to generate a report
that lists the number of users who have accessed PI Vision within a specific time range if you're
unsure about your user base. Verify that your machine meets the following software requirements.
PI Vision 2020 supports the following versions of PI data archive and PI asset framework.
Now that we have verified that our machine meets all of the hardware and software requirements, we
need to prepare the PI Vision application server. If you have not already done so work with your
IT team to make sure that you have the required ports 80 or 443 open for the PI Vision web server.
Download the PI Vision installation kit to this machine from the OSIsoft customer portal.
Verify that you have an existing SQL server installation or download the installation kit
from the Microsoft website. This video will assume we have already got a working SQL server to use.
Next, we need to add server roles and features. Before you begin verify that you're in the
local administrator group on this machine with the computer management application.
Once you've verified that you have the appropriate permissions,
launch Microsoft server manager, and click add roles and features and then click next.
Select the role-based or feature-based installation option for the installation type
and then click next. Select the appropriate server from the server pool and then click
next. On the server roles page select the roles appropriate for your operating system.
For the installation on our machine which is running windows server 2016
we have selected the web server IIS option. Click add features and then click next.
On the features page select the windows process activation service and then select the process
model and configuration APIs options. Click next and then click next again.
On the role services page under common http features make sure that you have everything
checked except webdav publishing. Under health and diagnostics there are no required settings,
but we recommend adding http logging, logging tools, request monitor and tracing.
All options under performance are required.
Under security, windows authentication, request filtering and url authorization
are required. But we also recommend selecting IP and domain restrictions.
We recommend using windows authentication but if you need to use basic authentication you can
select that option. Under application development dot net extensibility 4.5, 4.6 or 4.7 and asp.net
4.5, 4.6 or 4.7 are required. We also recommend selecting ISAPI extensions and ISAPI filters.
Under management tools we recommend adding IIS management console, IIS management scripts and
tools and management service as well. Once you have made all of your selections click next.
Then click install on the confirmation page. Please note this process will take some time.
We have significantly increased the speed during this section. If your installation was successful,
you will see this note under the progress bar. Click the close button.
Now that we have prepared the PI Vision application server, we need to configure
secure socket layer or SSL access. To fully secure access to PI Vision use a digital certificate
obtained from a trusted third party registrar. Though the PI Vision installation can create a
self-signed certificate this certificate will not be trusted by browser clients and will result in
certificate warnings when users visit PI Vision. The PI Vision installation kit will set up the
site for SSL access, but we'll need to add our own certificate to replace the self-signed certificate
after Vision is installed. Keep in mind that this walkthrough assumes that you are installing IIS.
That means that we are not running any other websites on this machine. Refer to the
documentation if you are installing PI Vision on a web server that already has existing websites.