Introduction To Developing With The PI System

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Introduction to Developing withthe PI System1 2020 OSIsoft, LLC. All rights reserved

OSIsoft, LLC1600 Alvarado StreetSan Leandro, CA 94577All rights reserved. No part of this publication may be reproduced, stored in aretrieval system, or transmitted, in any form or by any means, mechanical,photocopying, recording, or otherwise, without the prior written permission ofOSIsoft, LLC.OSIsoft, the OSIsoft logo and logotype, Managed PI, OSIsoft Advanced Services,OSIsoft Cloud Services, OSIsoft Connected Services, OSIsoft EDS, PI ACE, PIAdvanced Computing Engine, PI AF SDK, PI API, PI Asset Framework, PI AuditViewer, PI Builder, PI Cloud Connect, PI Connectors, PI Data Archive, PI DataLink,PI DataLink Server, PI Developers Club, PI Integrator for Business Analytics, PIInterfaces, PI JDBC Driver, PI Manual Logger, PI Notifications, PI ODBC Driver, PIOLEDB Enterprise, PI OLEDB Provider, PI OPC DA Server, PI OPC HDA Server, PIProcessBook, PI SDK, PI Server, PI Square, PI System, PI System Access, PI Vision,PI Visualization Suite, PI Web API, PI WebParts, PI Web Services, RLINK andRtReports are all trademarks of OSIsoft, LLC.All other trademarks or trade names used herein are the property of theirrespective owners.U.S. GOVERNMENT RIGHTSUse, duplication or disclosure by the US Government is subject to restrictions setforth in the OSIsoft, LLC license agreement and/or as provided in DFARS 227.7202,DFARS 252.227-7013, FAR 12-212, FAR 52.227-19, or their successors, asapplicable.No part of this publication may be reproduced, stored in a retrieval system, ortransmitted, in any form or by any means, mechanical, photocopying, recordingor otherwise, without the written permission of OSIsoft, LLC.2 2020 OSIsoft, LLC. All rights reserved

Contents-About this course . 5About this course . 5By the end of this course you’ll . 5Audience . 5This Course Includes. . 5Prerequisites . 6Further information . 6-Lesson 1: Introduction to PI Developer Technologies . 7Learning outcomes. 7Introduction . 7Quick comparison of Dev. Technologies . 7Detailed comparison of Developer Technologies . 8Licensing. 9List of deprecated PI Developer Technologies. 9OSIsoft Messaging Format . 10Learn More. 11-Lesson 2: AF SDK . 12Learning outcomes. 12Definition . 12Installation and rationale . 12Naming Conventions . 13Exercise - Search the AF SDK Reference . 14Learn More. 15-Lesson 3: PI SQL Framework . 16Learning outcomes. 16Introduction . 16PI SQL Data Access Server (RTQP) . 17Architecture . 18PI SQL Client . 18PI SQL Commander . 19Learn More. 19-Lesson 4: PI Web API . 203 2020 OSIsoft, LLC. All rights reserved

Learning outcomes. 20Introduction . 20PI Web API installation . 21Exercise - Explore PI Web API Reference . 21Using GitHub with PI . 22Learn More. 23-Lesson 5: PI Integrators . 24Learning outcomes. 24Introduction . 24PI Integrator for Business Analytics . 24PI Integrator for Esri ArcGIS . 27Learn More. 28-Lesson 6: OCS and EDS . 30Learning outcomes. 30OSIsoft Cloud Services (OCS). 30Edge Data Store (EDS) . 31-Next Steps and FAQ . 33FAQ . 33Next steps . 334 2020 OSIsoft, LLC. All rights reserved

- About this courseAbout this courseDeveloper Technologies are designed to support the development of customapplications on top of the PI System, as well as the integration of PI System datawith other applications and business systems. This course is designed for softwaredevelopers new to the PI System who desire programmatic access to it. You willbe introduced to various Developer Technologies that you can leverage in yourcustom application to interact with the PI System. At the end of the lab, you willwalk away with knowledge of their basic capabilities and also know where to go ifyou want to dive deeper into them.We hope you enjoy the module and please don’t hesitate to get in touch with anycomments or feedback.By the end of this course you’ll Be able to make better decisions regarding the development of yourcustom application Have become familiar with the different PI Developer technologies (AF SDK,PI Web API, PI SQL Framework) Be able to describe the purpose of a PSA license and Application ID Have learnt more about PI Integrators, OSIsoft Cloud Services (OCS) and theEdge Data Store (EDS) Be aware of available resources and how to access themAudienceThis course is designed for developers, systems integrators and systems architectswho are looking for an introduction on everything they need to develop solutionson the PI System.Level: IntroductoryStudy time: 2 hoursThis Course Includes. Videos, discussion opportunities and quizzes to help you learn the materialA sharable certificate of completion5 2020 OSIsoft, LLC. All rights reserved

Prerequisites You can access our YouTube content. PDF Reader or equivalent is required to access the workbook and presentationprovided.Further information Once you register for a course, you will have access to the course materials24/7 on this website.This is a self-paced course. Any questions or assistance needed about thematerial can be asked in this course's space in the OSIsoft PI SquarecommunityWhen you complete the examination at the end of the course, you will receivea certificate of completion which can be shared and directly posted onLinkedIn.For more information about our Online Courses please visit our FAQ pageYou can audit the full video lecture content right now on the OSIsoft LearningYouTube Channel6 2020 OSIsoft, LLC. All rights reserved

- Lesson 1: Introduction to PI Developer TechnologiesLearning outcomesAfter completing this lesson, you will: Be more familiar with the types of PI Developer Technologies andunderstand the features and limitations of each. Be more knowledgeable on topics such as the PI System Access (PSA)license and the OSIsoft message format.IntroductionPI Developer Technologies are designed to support the development of customapplications on top of the PI System, as well as the integration of PI System datawith other applications and business systems such as Microsoft Office or SQLServer, Enterprise Resource Planning systems (ERPs), reporting and analyticsplatforms, web portals, or geospatial and maintenance systems among otherthings.They cover a wide range of use cases in various environments, programminglanguages, operating systems, and infrastructures. This course covers anintroduction to the different technologies in the family, including: AF SDK provides comprehensive, high performance, Windows based .NETprogrammatic access to the PI System. Other technologies in the family mightuse AF SDK calls internally. PI SQL Framework family of products exposes the data on a PI Server as if it wereon a relational database. Here, we will be focusing on PI SQL client and RTQP. PI Web API exposes a REST API, enabling operating system and deviceindependent programmatic access to the PI System.Quick comparison of Dev. TechnologiesIn this section we provide a quick comparison of the advantages and limitations ofeach of the Development Technologies. AF SDKo Has the best performance of all PI Development Technologies.o More methods and options available than any other Technology.7 2020 OSIsoft, LLC. All rights reserved

o Limited to Windows operating systems. PI SQL Frameworko Is compatible with other systems that use Structured Query Language(SQL).o Has limited methods and options available compared with AF SDK (forexample, setting security on assets and creating units of measure).o Is limited to read-only PI AF access (but can create and write to tags onyour PI System). PI Web APIo Operating system and programming language agnostic.o Limited methods and options available compared with AF SDK.Detailed comparison of Developer TechnologiesNamePI AF SDK.NET based SDKPI DataPI AssetExample UseArchive? Framework?RWRWCustom developmentPI Web APIRESTful web serviceRWRWPI SQL Client(RTQP)Relational (SQL) –OLEDB, JDBC, ODBCStandardsRelational (SQL) –OLEDB StandardRelational (SQL) –OLEDB StandardRelational (SQL) –JDBC StandardRelational (SQL) –ODBC StandardOPC DA StandardR*RR*RRW-Custom development, including mobileand non-Windows REST clientsSQL clients, Microsoft SQL Server LinkedServer, Java clients on Windows andLinuxSQL clients, Microsoft SQL Server LinkedServerSame as PI OLEDB EnterpriseRWRJava clients on Windows and LinuxRWRODBC clients on WindowsRW-OPC clients on WindowsOPC HDA StandardRW-OPC clients on WindowsPI OLEDBEnterprisePI OLEDBProviderPI JDBC DriverPI ODBC DriverPI OPC DAServerPI OPC HDAServerType R: Read access RW: Read and Write access* through PI Point Data Reference Attributes8 2020 OSIsoft, LLC. All rights reserved

You might also like to have a look at this presentation from the Developer Track atthe 2017 Users Conference in San Francisco: “How to Pick the Right PI DeveloperTechnology for Your Project”.LicensingPI Developer Technologies are freely available for download. However, this doesnot mean that the PI Developer Technologies are license-free. You need a PI SystemAccess (PSA) license to deploy your applications. You might think of this as a runtime license. The PSA runtime license enables end users to access PI System data,including time series data in Data Archives and asset metadata in AF Servers, usingany of the PI Developer Technologies.Therefore, PSA is a license required when deploying a non-OSIsoft softwareprogram, application, or device that programmatically accesses data stored in thePI Server or supporting servers. Programmatic access of PI System data is possiblethrough our Developer Technologies. Deprecated Developer Technologies mayrequire additional licensing. What are the terms of a PI System Access license? Please refer to the Usage andService Terms Content Product Licensing Product Usage Terms documentfor the most up-to-date terms of the PSA license. Who should I contact regarding the PI System Access license? If you havequestions regarding licensing, contact your Customer Success Manager orAccount Manager.For the latest information on the PI System Access license review this article on themyOSIsoft customer portal.List of deprecated PI Developer TechnologiesPI SDK - The PI Software Development Kit (PI SDK) is a programming tool based onMicrosoft's Component Object Model (COM) used to access PI Servers. DataAccess Pack or PI System Access licenses are required to deploy custom PI SDKapplications.PI API - The PI API Provides a common programmer interface to PI Data Archiveinformation, designed to span multiple hardware and software environments.9 2020 OSIsoft, LLC. All rights reserved

Data Access Pack or PI System Access licenses are required to deploy custom PIAPI applications.PI Web Services - PI Web Services is a set of Simple Object Access Protocol (SOAP)services that exposes time series data in the PI System. This product isimplemented using Microsoft Windows Communication Foundation (WCF). PISystem Access licenses are required to deploy custom PI Web Servicesapplications.For a complete list, please visit the Developer Technologies website.OSIsoft Messaging FormatPI Interfaces and PI Connectors can be used to access and read data from manytypes of equipment and control systems. But what happens when you have a datasource for which no interface or connector exists? One solution is to write anapplication that uses OMF to send the data to the PI System.OMF enables you to send data into your PI System from sources that you wouldnot otherwise be able to send data from. Those sources could include differentplatforms, different operating systems, and different devices - from server classdevices to headless devices running embedded operating systems. OMF allowsyou to connect the pieces so that you have your data available, no matter whereit originated.The OSIsoft Message Format (OMF) defines a set of message headers and bodiesthat can be used to generate messages for ingestion into a compliant back-endsystem. OMF can be used to develop data acquisition applications on platformsand in languages for which there are no supported OSIsoft libraries.OMF itself does not define or depend on any particular binary message protocol(HTTP, AMQP, Kafka, etc.) It is instead based on an abstract message type, wherea message consists of a set of key / value pairs, called the headers, and a binarypayload, called the body. OMF messages can thus be constructed using anymessage protocol that defines headers and bodies.OMF messages fall into three categories: Type Container10 2020 OSIsoft, LLC. All rights reserved

DataWithin each category, three types of actions can be specified: Create, Update, andDelete.Each message bulks individual JSON objects into a JSON array. Within a givenarray, all objects must be of the same message type: Type, Container, or Data.To achieve optimal throughput, bulking and compression of messages isrecommended.For more information: Live Library documentation – link OMF Docs - linkLearn More PI Developers club - linko an online offering that provides resources for developing applications andsolutions on the PI System. PI DevClub can be considered the next versionof OSIsoft Virtual Campus and offers members-only and public features.PI DevClub is the gateway to get support, latest updates, and access tothe developers’ community.o The member benefits of the club are listed in this FAQ. PI Developer Technologies (tech support) - link11 2020 OSIsoft, LLC. All rights reserved

- Lesson 2: AF SDKLearning outcomesAfter completing this lesson, you will: Be more familiar with AF SDK programmatic library. Know how to locate and search the AF SDK reference. Know how to locate and install the AF SDK.DefinitionIf you need to develop your own application to interact with the PI System, youhave a few options. The whole family of PI Developer Tec

- Lesson 1: Introduction to PI Developer Technologies Learning outcomes After completing this lesson, you will: Be more familiar with the types of PI Developer Technologies and understand the features and limitations of each. Be more knowledgeable on topics such as the PI System Access (PSA) license and the OSIsoft message format. Introduction PI Developer Technologies are designed to .

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