OPERATIONS

ENGINEERING

MANAGEMENT

FINANCE

The Power of PI
Real-Time Information Throughout The Enterprise

The best business decisions are made with real-time

information. The PI System from OSIsoft delivers that
critical data throughout the enterprise. This means better
decision making—and higher profits. Harness the power
of real-time information to profit from the power of PI.
 The Power of PI
How the PI System from OSIsoft helps you transform data into
information, and information into power

“Employing real-time performance Having accurate information when you need it is a must for making
management using OSIsoft’s sound business decisions. The PI System (PI) from OSIsoft can give
infrastructure has now become a
global initiative, both as an oper-
anyone in the enterprise instant access to critical, real-time data
ational improvement solution and in a format that can be readily understood and applied. With PI,
for the enterprise value of its data becomes information—powerful information that helps man-
architecture. The power of hav-
ing real-time data so pervasive
agers and operators make decisions that increase profitability and
within the organization is a great move the enterprise ahead. That’s the power of PI.
advantage. Making real-time and
historical data available to every The PI System is the core of an PI offers a window into your produc-
employee and providing the envi- enterprise-wide real-time information tion process. Once you use it, you can’t
ronment to make best use of infrastructure. It transforms real-time imagine being without it. PI gives you
that data is a perfect fit with our data into operations intelligence and the strategic advantage of running your
rule of high degree of empower- integrates production information with operations using real-time and historical
ment of our local management.” enterprise business systems. With over information that’s reliable, complete, and
10,000 PI installations, organizations correlated with pertinent data. Imagine
Robert Fretz, Head of Process in more than 107 countries—from the power of having real-time data—avail-
Automation & Manufacturing Fortune 500 corporations to individual able 24/7 wherever you are—that displays
Execution Systems (MES), companies—achieve significant gains all aspects of your operations at the unit,
Roche Pharmaceuticals in productivity, product quality facility, and enterprise level.
and reliability.
That’s the power of PI.
PI captures raw production data in
real-time from virtually any source and,
through a suite of user-configurable
reporting, analysis, and web software
tools, displays current and past operat-
ing conditions on desktops—anywhere
and anytime—throughout the enter-
prise and beyond. It stores this valu-
able information online for decades
at its original resolution, making it
instantly available for deep and broad
analysis, trending, and benchmarking
for continuous process improvement.
 Chief Executive
Officers
“I don’t know of any other software that can positively impact every
important business driver—environmental, safety, quality, and return
on investment.” Dwight Stoffel, ATOFINA Chemicals, Inc. “Minimal training, up and
running in days with no sig-
nificant impact on produc-
PI becomes an integral part of your Every year for the past three decades,
tion during installation.”
organization, with immediate return OSIsoft has been expanding PI’s library
on investment (ROI) and unending of standard interfaces that enable you “Immediate results, fast payback,
value—year after year. Highly scalable, to link to hundreds of different business, and low cost of ownership.”
easy-to-install, and without the major control, and automation systems. And,
expenditure and uncertain return associ- using COM Connector technology, you “An infrastructure that works,
ated with monolithic application projects, can connect to any supported legacy. that’s reliable, and integrates
PI enables you to leverage your most with all of my business systems.”
powerful corporate asset—real-time The PI System’s powerful server applica-
and historical operations information. tions and intuitive client tools mean that “A focused, stable software
PI is easy to use and simple to deploy. development company commit-
Consolidation: The PI System From the outset, PI begins providing ted to the long haul, the leader
closes the information gap everyone in the enterprise with the of the pack for nearly 30 years.”
accurate, timely information necessary
The PI System provides operators, to manage critical situations related “We can trust PI security.
engineers, and management with direct to production, maintenance, cost and Our valuable, confidential,
access to one integrated source of infor- quality control. With real-time informa- competitive data stays in
mation. It bridges the information gaps tion, you avoid costly losses and ineffi- the right hands.”
between process control, operations, ciencies. You can streamline, automate
and business management systems. and improve your enterprise-wide
PI takes inaccessible real-time process operations. That’s the power of PI.
data—data locked away in various silos
from manual and automatic inputs—and Security: The PI System
captures it in one flexible, customizable protects your data
data hub where users can transform data
into information. Reliable security is just one of the
many advantages when you choose the
Whatever your industry, you’ll benefit PI System as your information infrastruc-
from having all of the information and ture. PI has built-in security that pro-
insight you need to navigate and micro- tects your data—assuring that the right
adjust through the dynamics of today’s data gets into the right hands. Point-by-
erratic business world, and achieve your point security means that every single
key performance objectives. That’s the data point available in the PI System is
power of PI. checked for proper user access permis-
sions as the PI System’s Security is fully
ROI: The PI System delivers rapid integrated with your enterprise’s direc-
return on investment tory service. It not only secures your
data, it helps you meet security and
The PI System delivers immediate results compliance requirements. That’s the
and exponential growth in value to your power of PI.
business. PI works reliably out of the box
and can be installed in just days. There is
no need to modify your current systems
when you add PI to your IT infrastructure.

Value 1
 OSIsoft
Focus. Flexibility. Leadership.

Founder & CEO,

OSIsoft
OSIsoft has a reputation not only as an industry leader but, as
the industry definer. From the beginning, we have focused on one
“If you are going to buy software,
buy it from a successful software
core business—delivering real-time data to every decision maker
company. That will ensure that in the enterprise, from operations staff to the boardroom.
you are buying the best. Above all,
OSIsoft continues to grow techno- Our development team is dedicated A leading software industry analyst
logically and financially, offering to customer satisfaction and the con- talks about OSIsoft as a successful
even more value to customers by tinued success of the PI System. They software company:
reinvesting a large percentage of deliver first-to-market technology. Our
sales revenues back into product commitment to research, development, “…Successful software vendors share
development and upgrades.” collaboration with other innovative a few common characteristics. Here
companies, plus follow-the-sun prod- is my short list:
Dr. J. Patrick Kennedy uct support, means PI will continue to
Founder and CEO set the standard well into the future. “Focus. Companies that are not clear
OSIsoft about what business they are in are
OSIsoft has the flexibility to adopt destined for failure. System integra-
“The dollar savings to Dow emerging technologies. This keeps the tors, consultants, and non-software
Corning in the first two years PI System aligned with current advances companies have rarely built success-
of PI implementation were across multiple disciplines. Our vision- ful software businesses because they
more than $5 million.” ary leaders are conversant with indus- try to be different things for different
try, technology, and market demands. clients. Successful software compa-
Barry MacGregor nies have a laser-like focus on meet-
They understand which technologies
Global PI System Manager ing a specific market need and, more
are right for PI and continue to uncover
Dow Corning Corporation significantly, on being profitable.
more ways customers use PI today so
that development can address future
environments and customer require- “Flexibility. Focus does not imply a lack
ments. This enables OSIsoft to incor- of responsiveness to change. Successful
porate the best technology into the software vendors recognize that market
PI System and keep our customers on conditions and technology change. They
the cutting edge with tools that match also acknowledge mistakes and know
their real-world business needs. that they need to make adjustments
to get back on track.
OSIsoft delivers PI System’s unique
real-time information infrastructure “Leadership. Whether born or made, all
and capabilities on top of standard successful software companies are run
Microsoft technology. OSIsoft devel- by strong leaders. Good leaders keep
opment adopts strategic software employee energies focused on a common
technology like Microsoft’s .NET and goal. They create a sense of commitment
SAP’s NetWeaver, and provides the and belonging in employees. And they
bridge between real-time operations treat employees with integrity.
and enterprise business systems.
“Microsoft, OSIsoft, SAP, and SAS are
This stable strategy, together with our just some of the solid software firms
commitment to customers, guarantees that share these traits…”
that an investment in PI will return long-
term value.

If you’re in business today, you need

the power of the PI System.

2
 osisoft.com

About the PI System

A well-designed, reliable infrastructure is transparent to the user.
It just works, all the time.

3
 Manage

Chief Operations
Officers
PI Server can connect to virtually any external
data source, including distributed control
The PI Server is the core of the PI System.
systems, SCADA, energy management sys-
It’s the engine that acquires and deliv-
“PI represents the only software tems, distribution management systems,
ers data—in real-time—throughout the
infrastructure of its kind on the lab, or other information systems; and to
PI System and your entire information
market today.” numerous disparate data sources: Oracle,
infrastructure, providing open and
Microsoft SQL Server, proprietary and
instant access to all data sources. This
“PI integrates with systems we legacy data systems.
unique data infrastructure—specifically
may already have in place and
designed for processing and storing real-
ones we may add in the future High Availability
time data—has been refined during 30
throughout the enterprise.”
years of development and experience in The PI System infrastructure includes
“We can get data from different real-world use by thousands of custom- a powerful high availability (HA) option
sources, including control systems, ers in virtually every process industry. that allows PI to be set up as a system of
relational databases, and busi-
collectives where real-time data collec-
The PI Server can store all your critical tion, historical data, and metadata can
ness systems, even if they’re not
operating data. This data can then be be replicated across multiple servers.
part of the PI System.”
stored online for years in a single reposi- High availability provides redundancy for
“Our complete compilation of data tory, affording you the real-time and data collection, storage, and data access
stored at its original resolution historical information necessary to under- assisting the continuous operations of
for decades. That is a tremen- stand your operations. Its time-series mission-critical processes in the event
dous asset for planning, analysis, database scales effortlessly. It can store of local disasters, hardware or network-
and operations management.” vast amounts of operations data online ing failures, as well as planned mainte-
for years at resolutions down to micro- nance and upgrades.
seconds—without degradation—for instant
access from one week to decades past. Enterprise-wide
The PI Server storage algorithm ensures
The PI–PI Interface allows multiple
that the real-time and historical data you
PI Systems to be linked as one central
retrieve represents accurate information
system for enterprise-wide operating
by showing precise values—not derived
data. Data transfer can be accomplished
values that are, at best, approximations.
either on the destination server by “pull-
ing” the data, or on the source server by
Systems Connectivity
“pushing” the data. PI System functional-
The PI Server links real-time operations ity includes data caching, event queu-
with business systems and seamlessly ing, and change notification queuing.
delivers integrated information to users
in operations, engineering, administra-
tion, and management. The PI Server

4 Success
 osisoft.com

PI AF Server
Asset-centric access to operations information

Operations VPs
PI AF Server—a component of the PI Server—enables organiza-
tions to define consistent representations of their assets and use
“The PI System will give us the
these assets in simple or complex analyses that yield critical and ability to map out configura-
actionable information. An intuitive user interface allows applica- tions and linkages that span
tion designers to: our enterprise for a clear view
of how everything, from equip-
ment to applications, prod-
• Identify components or elements that Once defined, individual assets can ucts, and even personnel, is
make up a process be organized and regrouped to drive organized and connected.”
meaningful analyses and enable rich
• Associate data—be it real-time or presentation of data. The PI AF asset “When configurations change,
relational data—with these elements configuration can be driven programmati- PI will record every detail so
cally or by the PI System Explorer. The we can review them later.”
• Organize elements into logical/physical PI System Explorer allows all configura-
groups (e.g., asset templates) tions to be accomplished by an end-user “The PI System will help us
tool. The building blocks of PI AF are keep track of the valuable
• Specify relationships or organizational
templates, which enforce structure and parameters associated with
structures, such as hierarchical or
standards in organizing the data. This anything in the enterprise.”
connectivity models
simplifies management and propagation
• Apply calculations, rules, or solvers of changes over time. PI AF captures
the evolution of your assets and struc-
• Determine how results are displayed tures over time so that real-time infor-
mation is always presented in context.

PI AF Server enables assets

to be defined in a standard
manner, associated with data,
organized for viewing in logical
groups, apply the necessary
calculations and display results
in a uniform fashion.

Structure
Inclusive 5
 PI Batch
Event-centric access to operations information.
Track and analyze repeatable, sequenced processing steps and stages

Production Managers
Most processes have repeatable time segments or stages. Iden-
tifying these process stages and measuring their repeatability is
“We decreased batch cycle
time and now produce 10 per-
the purpose of PI Batch. It provides the ability to track and store
cent more batches per week. batch data and process-based events in the PI System for real-
PI Batch also helped us reduce time and historical access.
the number of process alarms
and associated review times by
With PI Batch, users can identify what adhering to batch recipes is critical to
80 percent. We have decreased
made a process repeatable and what ensuring optimal product quality, PI
time to market because fewer
caused a significant event. Batch is used extensively to track and
pages of documentation are
analyze batches. PI Batch helps produc-
required to review for a release These events can be displayed for inter- tion companies establish “golden” (stan-
and have moved towards full pretation based on state transitions from dard) batches that are used to compare
electronic batch reporting Programmable Logic Controllers (PLCs) cycle times and to discover problems—
which almost completely elimi- and legacy control systems, or by col- even as the batch is executing—by using
nated compliance complaints.” lecting S95 models from Manufacturing batch-to-batch comparisons.
Execution Systems and S88 models from
Robert Fretz
Batch Execution Systems. PI can seam- Visualize batch processing and
Head of Process Automation
lessly integrate all these data sources for critical operational events
& Manufacturing Execution
a complete history of any process order.
Systems (MES) PI Batch is used in conjunction with
Roche Pharmaceuticals
Track and analyze critical PI BatchView, a presentation tool for
operational events viewing and comparing events collected
by PI Batch and stored in the PI System.
PI Batch is widely used to identify and
track critical events. Users can increase The PI System visualization and reporting
efficiency by performing correlation anal- products provide methods to view critical
ysis on events to determine root cause. event frames via reports, tables, charts,
Typical applications tracked include shift and trends. PI Batch data can easily be
reports, downtime tracking, paper reels, combined with other PI System data for
steel coils, product and grade changes, a comprehensive, real-time view into
turbine startups, lab runs, and events in batch operations.
discrete manufacturing In the chemical
and pharmaceutical industries, where

PI Batch enables users to identify

what made a process repeatable
and what caused a significant
event. They can reduce cycle
times and process variabil-
ity, find bottlenecks and make
better product. Compliance
reporting can be automated,
based on 21 CFR Part 11.

6 Quality
 osisoft.com

PI Interfaces
Capture data from virtually all major industrial automation systems

Process Control
Groups
Standard OSIsoft PI Interface products provide real-time, fault-
tolerant, high-speed links from virtually all industrial automated
“The PI System can connect
real-time data sources to the PI System. to just about everything.”

A library of over 450 standard interfaces will hold and automatically transmit the “PI has over 450 different inter-
provides connectivity to most distributed data back to PI once the connection has faces that reliably acquire and
control systems, SCADA systems, energy been re-established. combine data from disparate
management systems, distribution man- systems into a single, coordi-
agement systems, PLCs, lab information PI Interfaces use standard, proven nated information system.”
systems, and other business systems— technology that assures consistent
some manufactured as far back as 1980. performance and easy installation and “PI Interfaces will let us keep
OSIsoft’s team of interface developers configuration, regardless of the computer our legacy equipment online
continuously builds new PI Interface prod- platform or target data source. Major as long as we want.”
ucts and enhances PI’s existing interfaces. capabilities of PI Interfaces include high
availability, automated failover, and “OSIsoft’s ongoing interface
Standard interface products include distributed data collection and data development will assure
connectivity to all major industrial auto- buffering during communication failure. us of optimal connectivity
mation systems: Emerson, ABB, General for the long run.”
Electric, Honeywell, Rockwell, Invensys, PI Interfaces can be configured to col-
Siemens, and Yokogawa. lect data from remote sources, perform
startup/shutdown, messaging, auto point
OSIsoft supports multiple OPC industry synching with data sources, and provide
standards: OPC DA, OPC HDA, OPC A&E, data and communication failure indica-
and HDA COM connector. OSIsoft has tions, making this infrastructure as
interface products compatible with DAS flexible as your business needs it to be.
(1.0a and 2.0) compliant servers, DNP,
ICCP, SQL, ODBC, DDE, Modbus, ASCII, Industrial users with multiple-generation
text and OLEDB. (See the complete or multiple-vendor control systems are
list of PI System interfaces at using PI to consolidate data from all of
http://interfaces.osisoft.com.) their manufacturing operations into a sin-
gle, coordinated information system. One
The PI System supports configurations PI System can support multiple interfaces
with no single point of failure, giving you operating 24/7 at very high data rates.
the reliability to drive business-critical
functions. Its fault-tolerant technology
keeps collecting data even if PI System
availability is interrupted. The interface

Inclusive 7
 osisoft.com

Data Access and Integration

Adapt to changing business needs

Applications
Specialists
The PI System allows customers to use valuable PI System data
in their own applications and exchange information with enter-
“We develop applications that
extend PI’s functionality, with
prise systems. OSIsoft offers these products to facilitate this
tools that our own advanced in- data exchange and integration:
house users can use to tailor PI
to meet our specific or changing PI SDK (Software Development Kit) is PI OLEDB Provider gives a relational
business needs, without using a set of programming tools that provide view of the PI Server, the PI Point
expensive consultants.” access to PI servers and related subsys- Database, and other configuration
tems. It comes with an ActiveX in-process data. The PI OLEDB data provider uses
“We get access to the same pro- server, an ActiveX control, and supporting Microsoft’s OLEDB data access tech-
gramming tools that OSIsoft code libraries, as well as online documen- nology together with the PI Server’s
uses to develop the PI System. tation, example code, and support files. underlying PI SQL subsystem to sup-
We also use VBA to add custom port relational database queries.
behavior to PI ProcessBook and AF and AN SDKs, like the PI SDK are
PI DataLink. This is by far the programming tools that provide object- PI OPC DA/HDA Server, is a standards-
richest development environ- oriented Microsoft .NET assemblies and based tool based on the OLE for Process
ment of any software prod- controls for structured access to AF and Control (OPC) standard. This tool exposes
uct suite in the manufacturing PI Notifications. PI to Data Access (DA) and Historical Data
and process industries.” Access (HAD) clients.
The PI JDBC driver transforms the PI
System into a relational database that Web Services is a set of web service calls
accepts and processes SQL commands. into the PI System so data elements can
It allows access to its vast content in an be retrieved by web service calls. These
organized and familiar format that can calls provide fundamental access to time-
be accessed from Java-based systems based data by providing the path and
such as SAP NetWeaver. time for data retrieval.

8 Adapt
Analyze
Transform valuable operations data and events into
actionable information

Chief Technology
Officers
PI Analytics constitute a family of server-based analysis products
designed to transform operations data and events into operational
“We can centralize our analyses,
intelligence. They allow users to get information they need with- perform complex calculations
out having to perform complex calculations on the client side. across multiple data sources, and
These products include: leverage calculations by applying
them to other assets or data.”
• PI Advanced Computing Engine (ACE)
“PI ACE uses existing Visual
• PI Real-Time Statistical Quality Control (SQC) Basic libraries, functions, proj-
• PI Alarm ects and resources, so we don’t

• PI Performance Equations (PI PE) have to stop and learn a whole

new language. It’s intuitive.”
• PI Totalizer

PI Advanced Computing Engine: Because PI ACE works in the Microsoft

easily create and leverage Visual Basic and .NET environments,
data can be easily exposed to external
complex calculations applications or web services.
PI Analytics includes OSIsoft’s powerful
Advanced Computing Engine—a managed PI ACE supports the High Availability
interface to PI data within the Microsoft capabilities of the PI Server infrastructure.
Visual Studio environment for application
development. With minimal effort, users PI Real-Time Statistical Quality
can write simple or complex equations, Control (SQC)
making PI ACE modules easy to write
The PI Real-Time SQC component makes
and deploy.
it easy to apply the Western Electric
With PI ACE and PI ACE Manager, users Pattern Tests to all of your process
can create complex calculations, such or laboratory data collected by the
as inventory calculations, energy usage, PI System. PI Real-Time SQC runs on a
productivity analysis, data transfer pro- real-time basis, storing the test results
grams, and almost any other application and a record of SQC control limits back
that must run reliably without user inter- into your PI System. When used in con-
vention. Calculations can be scheduled junction with PI ACE and PI AF, you can
across the enterprise from just one implement a powerful product-based
PI ACE Manager. SQC program that runs unattended;
recording information around the clock.
Work can be leveraged by writing a
single set of calculations and applying The results of the PI Real-Time SQC
them to multiple units or processes, component are available for viewing
thus significantly reducing develop- and analysis in PI ProcessBook via the
ment time and maintenance costs. All PI SQC Add-In. PI ProcessBook displays
calculations are executed automatically can be customized to provide added
via various flexible scheduling options, value such as pareto analysis and
including clock, natural, event, equa- operator comment entry on SQC Charts
tion ordering, and graceful degradation that use real-time SQC information.
under resource limitations. All results
are written to the PI System making
them available to all visualization tools.

Intelligence 9
 Process Engineer
PI Alarm PI SteamTables
“Using the sophisticated sched-
PI Alarm keeps a constant eye on pro- PI SteamTables are an extension to the
uling capabilities of PI ACE, our
cess conditions when you can’t, help- PI Performance Equations that provides
performance monitoring mod-
ing you to spend your time controlling a complete set of functions for deriving
els can now run more promptly
situations, rather than fixing problems. the thermodynamic and transport
when their inputs change, and
PI Alarm allows users to track, manage, properties of steam and water, based
don’t run repeatedly when they
and acknowledge alarm conditions on ASME steam tables.
are not needed. The overall sys-
caused by processes that exceed user-
tem is much more efficient. The
specified parameters. It can monitor PI Totalizer
anything that is routed through the
other main advantage is that PI PI Totalizer tags calculate totals, aver-
PI Server, such as temperatures, flow
ACE allows Visual Basic code to ages, and other aggregates from real-
rates, or product quality. Users view
run as a Microsoft NT Service, time inputs. Totalizers can be started
alarm data through PI AlarmView, which
ensuring that it will always be and reset based on time and event, and
is PI Alarm’s graphical display interface.
running, even if the server is ensure the highest precision in the calcu-
Alarms can be triggered by the dura-
rebooted. With PI ACE, you get lation of flow volumes and other criti-
tion of an event or deviation from
the ease of Visual Basic devel- cal variables used to monitor product
norm. Alarm conditions are historized
opment combined with the transfers or production performance.
together with an acknowledgement.
robustness of the PI System.” PI Totalizer also reduces the server load
to recalculate variables for each request.
PI Performance Equations PI Totals are the most precise way to
PI Performance Equations are used to represent production summary data.
build real-time calculations, which are
scheduled by time or event; creating
Performance Equations is a simple con-
figuration experience. They are widely
used for validating raw data, deriving
values that are a function of other tag
values, performing logical operations,
and calculating aggregates. Calculations
can include unit performance, unit
status, summaries, conversions, and
totalizations from archived values.

10 Assurance
 osisoft.com

Notify
Deliver events to people anywhere from the plant to the boardroom

Plant Managers
PI Notifications: Configure custom Escalation Management matches notifica-
alerts based on any data source tion delivery to the chain of command.
“When we have an operational
Configure custom alerts and notifications Excursion Auditing reports on operational excursion, our PI Notifications
with a standard interface and based on excursions, notification delivery, and can alert a single recipient, a
any data source with PI Notifications. actions taken when your process exhibits group of contacts, or an escala-
PI Notifications can alert a single recipi- anomalous behavior. tion team—whichever is required.”
ent, a group of contacts, or an entire
Disparate Data Triggering brings together “We can audit alert histories
escalation team that reflects the organi-
all your operational data by leveraging to set thresholds so we are
zation’s chain of command. It leverages
the flexibility of PI AF’s generic data not overwhelmed with unnec-
the generic data access and template-
sourcing functionality. Use this data to essary notifications.”
driven capabilities of PI AF so you can
trigger custom alarms and notifications.
set alert and notification parameters
to redeploy to similar assets across Cross-System Messaging supports pro-
the enterprise. It stores notifications grammatically extending notification to
and alert events for later access during third party applications—workflow, ERP,
excursion auditing, reporting, or alert and asset maintenance systems.
threshold tuning. Notification delivery
can be programmatically extended to On Demand Visualization links notifi-
seamlessly integrate messaging with cation to OSIsoft’s powerful visualiza-
third-party applications such as work- tion tools—PI WebParts, ProcessBook,
flow, ERP, and asset maintenance sys- DataLink, and RtReports—for on-demand
tems. PI Notifications links to OSIsoft’s visualization of anomalous behavior.
powerful visualization tools including
PI WebParts, PI ProcessBook and PI
DataLink—use for on-demand visualiza-
tion of anomalous system behavior.

Out of Band Alerting notifies interested

parties when an operational excursion
occurs, without constant supervision
of your process control environment.

Left: Example of Notification

alert configuration using PI
Notification platform.

Right: Example of an OCS

alert using PI Notifications.

Monitor 11
 osisoft.com

Visualize
Dynamic enterprise visibility for sound decisions

Knowledge Workers
OSIsoft offers a range of visualization tools to meet every user
need. Maybe you’re a casual data user who needs a point mea-
“PI ProcessBook is our window into
the process.”
surement from the field in PI ActiveView; or a power user who
needs to integrate and analyze data from multiple sources using
“We can all see the process as it PI WebParts; or the heavy engineering and operations user who
happens. We can share real-time
information and build the screens
needs to design graphics and configure analysis on demand in
that allow us to see what’s impor- PI ProcessBook; or a user who needs to analyze data in Microsoft
tant to us.” Excel using PI DataLink. Whatever and wherever the need for
“It’s portable. I can check my part information, there’s a product of choice from OSIsoft.
of the process from anywhere I
can connect.”
PI ProcessBook equipment schematics and trends, for
quick evaluation by the entire workforce.
“I can jump into the process from PI ProcessBook is the PI System’s
any place to troubleshoot, watch main graphical user interface. It brings With one click, users go from build to
what I need to, manage alarms, together and organizes information view mode. Premier drawing tools and
and check production and equip- in the proper context so that deci- the ability to incorporate trends based
ment status.” sions can be made quickly and com- on real-time data give users an incredibly
petently. PI ProcessBook transforms rich and robust view of operations. It’s
“I can save displays in scal-
every employee into a “knowledge easy to zoom in on one particular spike
able vector graphics (SVG)
worker” who has more insight from on a trend display or a range of individual
format so others can use
valuable data at his or her fingertips points—just drag the mouse. Point attri-
them on the Internet.”
to use in continuous process improve- butes “pop up” as you hover over the
ment every day, and ultimately, lines of your trend, providing quick infor-
affect the bottom line every year. mation related to each data point. Easily
change data on a PI ProcessBook display
PI ProcessBook is an easy-to-use desktop using built-in tag search. Scroll backward
tool for displaying operations informa- and forward in time with the click of a
tion stored in PI and other data sources, button. Instantly, data is pulled from PI or
such as relational databases. You can other databases to give you yet another
create and display real-time and his- set of information. Use years of online
torical data, including customizable data to put today’s issues in the context

PI ProcessBook enables you to dis-

play data from every area of your
business and operations. Business
metrics are easy to calculate,
trend, and analyze. Displays can
be linked for immediate drill-
down, helping identify and solve
production issues quickly.

12 Insight
 Operations Manager
of similar issues from the past, such as You’ll benefit from tremendous time
comparing shifts, or looking at operating savings by automating reporting tasks
conditions days, months, or years ago. using PI DataLink and VBA macros. This “We now have a secure way to
automation also decreases the chance leverage our PI ProcessBook
Microsoft Visual Basic for Applications for costly errors. Retrieval functions display content on the web.
(VBA) provides a powerful development work with the tags you choose and return This gives off-site managers
environment. PI ProcessBook also builds stored, interpolated, and aggregated and workers the ability to stay
internet process displays for PI WebParts. values. PI DataLink is also instrumen- on top of all areas of their pro-
tal in successful compliance report- duction via the web, but with
PI DataLink ing. Reports can be printed, distributed the same rich displays of infor-
by email, or published on the web. mation and interactivity that
For over 25 years, PI DataLink has proved workers in the office have.”
to be one of the most powerful, efficient, Now, publishing a consistent view of
and popular OSIsoft software packages. calculations is even easier by combining
It leverages the power and depth of Microsoft Excel Services and PI DataLink.
PI data and automates the retrieval of With this technology, one copy of a
data into Microsoft Excel, the most used, spreadsheet can be published and
most familiar spreadsheet application. accessed by many users over the web.
This is a reliable, efficient method to
PI DataLink doesn’t just copy data— publish standard or custom reports to a
it transfers calculations. PI DataLink wide audience while maintaining control
brings the power of the PI Server’s over distribution.
calculations directly into a spreadsheet
format with sub-second speed! And,
because PI DataLink is so closely tied to
your spreadsheet, any calculations you
perform using a DataLink formula give
you the power of flexible, “perpetual”
reporting; meaning that you can reuse
the same calculation by simply chang-
ing the desired date and time. Instantly,
your spreadsheet is filled with new
data. Reporting has never been easier!

Left: DataLink in Excel.

Right: DataLink in a Microsoft

SharePoint environment using
Excel Services.

Precision 13
 Maintenance
Supervisor
PI Manual Logger process emulates operator rounds
by gathering data as a tour, or group of
“Field data collected using PI Not all data is automatically collected tags, in any order and control is in place
Manual Logger helps identify con- from sensor-based systems. The instru- to have an approval process before
trols that are out of calibration mentation might not have been auto- committing data to PI storage.
and defective. System-generated mated, tests might be performed
notifications that results from the manually, or some information might be PI ActiveView
data provides significant savings.” sourced from bar codes. This information
PI ActiveView technology allows the
may still be key to the complete picture
familiar and rich interaction capabilities
of operations and required for problem
of PI ProcessBook to be available on the
diagnosis or reporting in conjunction
web or any other ActiveX control con-
with the data collected automatically.
tainer. It enables PI ProcessBook displays
Manual Logger is OSIsoft’s product that to be leveraged across the company in a
facilitates manual data entry into the read-only environment—and with all their
PI System from your PC or from a hand- embedded Visual Basic scripting—with
held device. With a handheld device, full user interaction while maintaining
data can be easily, securely, and reliably the displays integrity.
recorded from the field or off-site equip-
Often users take advantage of the script-
ment onto PCs, other mobile devices,
ing capability within PI ProcessBook
or wirelessly directly to PI.
to design custom features and applica-
For example, users can scan a barcode tion richness to their displays. Using
to identify a tag, enter data from the PI ActiveView, this level of richness
Manual Logger handheld device, including can be made available on the web.
comments, and then wirelessly upload The PI ActiveView control is loaded
the data to PI. When data is entered and on the desktop, which supports the
uploaded to the PI Server, it is instantly functionality required to display the
available throughout the enterprise. complete depth of PI ProcessBook
screens, even their embedded coding.
Manual Logger users walk through a
“tour” that allows them to easily schedule
data collection, check for values that vio-
late specified limits, and determine on-
the-fly if a tag is due for collection. This

Left: PI Manual Logger enables

operators to input data directly
into the PI System.

Right: PI ActiveView supports

read-only viewing of PI data
from remote locations.

14 Flexibility
 osisoft.com

PI WebParts
Multiple applications, one web environment

Chief Information
Officer
Portal technology provides the ability to combine multiple appli-
cations into one web environment. This gives the user a single
“The PI WebParts portal environ-
interface to work from as well as the ability to have disparate ment can be used to securely
applications appear as a single application and exchange data publish our production data to
between component parts. OSIsoft offers solutions for two of the the internet. We can personalize

leading portals: PI WebParts for the Microsoft Office SharePoint our pages, view PI ProcessBook
displays, create tables and
Portal and PI RtPM Business Package for the SAP Enterprise Portal. trends, or include other infor-
mation and share worldwide.”
PI WebParts for Microsoft Use of Microsoft SharePoint portal in
SharePoint Portal cooperation with PI DataLink for Excel
Services creates a powerful display,
PI WebParts are a set of highly flexible, analysis, and reporting environment
configurable interfaces that enable the that is web-based.
information worker to customize views
and the enterprise user to architect secu- “OSIsoft has been a staple in all
rity so that the appropriate information my plants as a process historian for
appears on a user’s display. decades. Building on that success and
reliability, they now have introduced a
The PI WebParts product is used within complete package with their innovative
the Microsoft SharePoint Server. Users approaches to infrastructure. By lever-
can investigate real-time information aging Microsoft’s SharePoint platform
including time-series, transactional, and and OSIsoft’s integrated product suite,
web services information within a famil- we can now get complete visibility
iar browser-based environment. Data can into all data, regardless of source,
be combined from different sources, which is invaluable to our industry.”
such as real-time maintenance systems,
production planning systems, and finan- Dr. Paul McKenzie
cial systems, in addition to the PI system. Vice President
Biologics Pharmaceutical Development
PI WebParts include displays such as and Marketed Product Support
trends, schematics, gauges, and tables Johnson & Johnson/Centocor
among others, for real-time and historical
data from your plant floor, SCADA, and
other data collected in the PI System.

Left: Use PI DataLink spread-

sheets with the Excel Web Access
web part to integrate reports
with PI WebParts pages.

Right: PI DataLink reports

integrate with other SharePoint
and PI WebParts page content,
such as trends, contact lists and
navigational trees.

Synergy 15
Manager
PI RtPM Business Package The packaged portal contents includes
displays such as trends, schematics,
“We made collaboration on energy The PI RtPM Business Package is a col- gauges, KPI Alerts, tickers, manual entry,
usage a corporate wide objective lection of iViews for the SAP Enterprise and tables, among others, for real-time
by using our corporate SAP Portal Portal. The OSIsoft Business Package and historical data from your plant floor,
and the OSIsoft Business Package brings real-time manufacturing data SCADA, and other manufacturing data.
to put detailed energy data on into the corporate portal environ-
every desktop. Many small proj- ment so it can be combined with The OSIsoft offering enables business
ects over time resulted in major other portal iViews to create applica- insight by having tight integration with
utilities savings. We saw immedi- tions that cross multiple products. the host portal environment and provides
ate payback and insight into man- configurable views that every employee
aging our business better.” The OSIsoft iViews specialize in the has access to, ensuring a consistent view
representation of real-time data with of operational data based on role.
live updates streaming to the display.
Each iView supports SAP’s eventing
language which makes it possible to
combine the OSIsoft iViews with others
created in SAP’s Visual Composer and
SAP NetWeaver Developer Studio. The
combination of the OSIsoft iViews and
custom-developed iViews using the SAP
toolset makes it easy to use performance
and operational data, such as inventory,
equipment alarms, quality measurements,
and others for real-time decision sup-
port and analysis for continuous busi-
ness improvement. The iViews can be
collected into pages and roles to deliver
specific business functionality.

The PI RtPM Business Package,

a collection of iViews for the
SAP Enterprise Portal, brings real-
time manufacturing data into the
corporate portal environment.

16 Collaboration
 osisoft.com

Standards and Compliance

Internal Auditor
Virtually every manufacturer must report on one or more regula-
tory requirements. Whether it’s Sarbanes Oxley (SOX), NERC, 21
“With PI, we can finally automate
CFR Part 11 or any other compliance area, the PI System is a sus- our compliance based on 21 CFR
tainable architecture that allows users to achieve a competitive Part 11.”
advantage through complete and efficient compliance.

The PI System supports regulated “As business and IT recognize the overlap-
environments by monitoring the entire ping requirements of individual compli-
manufacturing process, including environ- ance mandates, leaders are taking steps
mental monitoring, security monitoring, to build out a sustainable architecture
the production process, recipe download, that minimizes time and cost while maxi-
process profiling, and automated batch mizing future reuse. The PI System from
reporting, to name a few. The PI System OSIsoft accomplishes all of this very well.”
enforces stringent login security and
secure audit trails for any manual data John Hagerty
change, which ensures processes run as AMR Research Staff
expected and makes compliance report-
ing easier and more reliable.

Across industries, the risk of

noncompliance is driving investment,
protocol, and product more than ever
before. The Sarbanes-Oxley Act (SOX)
means that compliance is not a one-
time event and smart companies are
building compliant processes into the
culture of their organizations. SOX,
however, is just one of many initiatives
that corporations must prioritize.

Compliance 17
osisoft.com

PI System Security
Protecting vital data

Systems
Administrators
The PI System has built-in facilities to secure access to your data
throughout the enterprise and beyond. Each point, asset, or event
“We control who sees, interprets,
or modifies our data in any way.”
frame configured in PI is associated with a set of permissions that
allow read, write, and modify access the authentication and ac-
“We set our own security stan- cess control leverages your enterprise directory services. You
dards for external access to our
PI data for key people on the
choose which user accounts you’d like to apply permissions.
road. For our people, PI data is
accessed through a single, secure There are also assurances from file Manufacturing Control Network:
logon. PI System security will system security built into the main monitoring IT infrastructures
integrate with our existing secu- operating system that runs the PI System.
rity policies and firewalls.” Each data archive used by PI can have Manufacturing Control Network (MCN)
specific permissions that ensure only extends the PI System’s capability to
the system administrator can change monitor critical points in your manu-
PI configuration options. facturing control network and IT asset
infrastructure, which in turn reduces
The PI System has the ability to join the cost and complexity of monitoring
the permissions of user accounts or these infrastructures. Specially designed
groups maintained by PI with those interfaces facilitate the retrieval of
that already exist within your Windows performance data from a wide range
network. Now, one login can deliver of applications, operating systems,
the right data to those that need it. devices, and infrastructure components.

Need to make data available to people MCN detects potential issues, threats
outside your enterprise or traveling to performance, network problems, and
employees? OSIsoft’s products integrate network bottlenecks within the manu-
with your existing security policies and facturing IT infrastructure, and alerts
firewalls. You decide who gets to see managers to potential issues as they arise
which parts of your operations and the so corrections can be made to maintain
PI System. consistently high performance levels.
MCN provides the ability to drill down
Now everyone can help you profit from into detailed event and performance
operations information without risking data to identify the causes and historical
data security. progression of continuous or intermit-
tent problems, such as memory leaks,
viruses, network failures, and network
bottlenecks. Automatic displays can be
created in minutes with contextual data
that allows users to analyze performance
details and resolve problems.

18 Secure
OSIsoft vCampus
The ultimate resource for PI developers

OSIsoft vCampus
Subscriber
The OSIsoft Virtual Campus (vCampus) is a community-oriented
website that provides everything PI users need to develop solu-
vCampus is a great program.
tions on the PI System, with a focus on ‘doing it right.’ The The online resources are quite
OSIsoft vCampus program provides each subscriber with software valuable to my work, and the
(a personal PI System for development purposes) and an ‘identity’ Live! event was a powerful

in the community. It is a gateway to support and resources: public innovation platform for me.

discussion forums, blogs published by OSIsoft representatives,

technical webinars, a library of PI applications, and more.
Join the OSIsoft vCampus at http://vCampus.osisoft.com

Facilities of OSIsoft vCampus include: Bloggers’ Place

Blogs by OSIsoft individual users
Library
and teams
An online library where users can find
documentation, white papers, tutorials, Training Center
and other PI-based material, including
vCampus-exclusive material on PI devel- Anytime/Anywhere training via five
opment topics OSIsoft standard Computer-Based
Training (CBTs) modules
Discussion Hall
Topic-centric discussion forums Download Center
Where OSIsoft vCampus subscribers can
Auditorium download their personal development
Where users can view recorded webinars PI System and other elements exclusive
or register for upcoming webinars (these to subscribers
are vCampus-exclusive webinars, typically
on PI development/integration topics)

OSIsoft vCampus homepage

and Blogger’s Place

Adaptable 19
 Protect Your Investment with Continuous
Product Improvement and Support

Decision Makers
The Software Reliance Program

“Over 10,000 installed PI systems

The Software Reliance Program (SRP) preserves your PI System
in over 107 countries are helping
companies profit from the power
investment, keeps it running on current, standard technologies,
of PI. We should be one.” and helps your enterprise realize its long-term value. With SRP,
you get complete maintenance and continuous improvement for
“The PI System pays for itself
within the first year with your PI System within a predictable budget. For the same low
immediate, measurable, cost, your users benefit from immediate access to new features,
company-wide benefits.”
updates, and 24/7, follow-the-sun, world-class technical support
“A low cost up-front with in seven languages.
a typically high long-term
payback makes PI a high-
value investment.”
Field Service Training
Installation and training to ensure Skills and knowledge your employees
“We should align with OSIsoft,
a successful PI System installation need to put the PI System to work
a successful company that will
From planning to deployment, OSIsoft right away
be there for us with upgrades
and support over the long haul, Field Service engineers coordinate all Our Field Service group provides on-site,
actually adding value to our PI implementation aspects to ensure best- customized, hands-on training—using your
System and our bottom line.” practices system installation—with mini- own data from PI—for groups of up to 12
mal disruption to your operations. people. OSIsoft also offers public classes
at training facilities across the world,
Standard service packages include: private, on-site courses, webinars, self-
paced study materials, computer-based
• Base PI System installation
training, and learning labs (in conjunction
• PI Interface installation
with our annual Users Conference).

• Import of foreign historical data OSIsoft Users Conference

See how users find the value in PI
• PI System upgrades
The annual OSIsoft Users Conference is
• PI High Availability upgrades an exciting, valuable exchange of ideas
and PI applications that helps you get
the most out of your PI System. Hundreds
of customers from all over the world in
every industry come to share how they
use PI to make their enterprises efficient,
connected, and more profitable.

20 Confidence
Discover the Power of the
PI System

Take the next step towards

increasing your enterprise-
wide profitability
Visit our Web site at www.osisoft.com for more information and to
contact your local sales representative, or email [email protected].

www.osisoft.com

Inclusive
Real-Time Information Throughout The Enterprise

Corporate Headquarters OSIsoft Espana SL

• San Leandro, CA • Madrid, Spain

Regional Offices OSIsoft Europe GmbH

• Mayfield Heights, OH • Frankfurt, Germany
• Houston, TX
• Savannah, GA OSIsoft Japan KK
• Johnson City, TN
• Tokyo, Japan
• Philadelphia, PA
• Phoenix, AZ
OSIsoft Mexico, S. De R.L. de C.V.
OSIsoft Asia Pte. Ltd. • Naucalpan, Mexico

• Singapore
OSIsoft, Limited Liability Company
OSIsoft Australia Pty Ltd. • Moscow, Russia

• Perth, Australia
OSIsoft (Shanghai) Technology Co. Ltd.
OSIsoft Canada ULC • Beijing, China
• Shanghai, China
• Montreal, Canada
• Calgary, Canada
OSIsoft Technologies Middle East SPC
OSIsoft Czech Republic s.r.o • SEEF Suburb, Bahrain

• Frydek-Mistek, Czech Republic

OSIsoft (UK) Limited
OSIsoft do Brasil Sistemas Ltda. • London, United Kingdom

• Sao Paulo, Brazil

Copyright © 2010 OSIsoft, LLC. OSIsoft, the OSIsoft logo, PI System, PI ProcessBook and PI ActiveView
are trademarks of OSIsoft, LLC. All other trademarks are the property of their respective owners.

BRPPEN-051210