Welcome everyone to this course on: "PI Vision: Migrating PI ProcessBook displays". My name is
Kristen Winnike. I'm a product support engineer specializing in our visualization products which
include PI ProcessBook and PI Vision and I'll be the instructor for this course.
This course is a technical hands-on course where we will be focusing on how to use the
PI ProcessBook to PI Vision migration utility. As PI ProcessBook is our oldest visualization tool
you may have invested large amounts of time and resources to developing PI ProcessBook
displays to effectively provide data to those near company. However as PI ProcessBook is the
thick client that was initially developed 25 years ago this application has begun to show its age.
Moving forward PI Vision is our leading visualization tool which is a thin client built
to leverage the latest pi system capabilities where PI ProcessBook has fallen behind. We do
understand that it takes a lot of hard work to build out PI ProcessBook displays and we
want to help move that work over to our modern visualization tool and take advantage of the
benefits of PI Vision. Therefore we have developed the PI ProcessBook to PI Vision migration utility.
While it may seem like a daunting task to migrate a large number of displays this course will give
you the knowledge and practice to be confident in using the migration utility. By providing
a test environment where you can practice migrating PI ProcessBook displays to PI Vision,
by the end of the course you'll have a better understanding of how the migration
utility works and what configuration options are available for your displays. In addition
we will review the reporting options available in the utility to provide a granular look into
the results of the migration. Outside of the migration utility itself you'll be able to
understand how display interaction works in both PI ProcessBook and PI Vision after
this course to help prepare you to understand how displays will work after being migrated.
Finally, we will further build out an update migrated PI Vision displays leveraging asset
framework and PI Vision. The background and scenario for this course is that you have
recently been hired as a PI administrator at the Flynn River Hydro company and your
first task as PI admin is to migrate their PI ProcessBook displays to PI Vision. PI
users at the company rely heavily on these PI ProcessBook displays so you want to make sure
all the data on these displays is available in PI Vision after migration. Luckily the
company uses asset framework and has built out an AF database for their buildings and
equipment using templatized AF assets that they have used in their PI ProcessBook displays.
The AF hierarchy shown here and on page five of your workbook, features three main levels under
our company element called Flynn River Hydro. Underneath that we have Flynn 1 and Flynn 2 which
are the hydro unit elements. Within each hydro unit element there are generation unit elements,
there are two generation units within each hydro unit and the last level is the equipment within
each generation unit. So each generation unit will have one generator and one turbine. As
mentioned previously this AF structure has been utilized in most of the PI ProcessBook
displays and we want to make sure we keep that AF structure in our migrated PI Vision displays.
One note about this AF database is that it is a modification of the hydro plant monitoring
asset based PI example kit which is available on PI Square if you would like to download this
asset base PI example kit for later use. In this course we will work with the cloud environment
which contains the following components: access to Active Directory. data archive 2017 or later,
AF server 2017 or later with PI System Explorer, PI ProcessBook 3.15 7 or later,
PI Vision 2019 and PI ProcessBook to PI Vision 2019 migration utility patch.
For all of the exercises in this course we will be working with the PI SRV01 VM. In the
activities that follow we ask you to share with other participants some information
about yourself, including your industry, company and role within your company.