1. PI Notifications and ProcessBook 3.1
John Messinger
Product Specialist
OSIsoft Australia

2. Agenda
PI Notifications
ProcessBook 3.1 2

3. PI Notifications A new alerting paradigm from OSIsoft
Historized alerting
Highly available scheduling
Escalation
Extensible delivery
Integration with OSIsoft client tools

4. Feature Map PI Notifications Real Time Alerting Workflow Integration
Auditing/
Reporting
Deployment /
Maintenance
Data Integration
PI Server
Event Archiving
PI Notifications
AF 2.0
Highly Available
Extensible
History Viewer
Centralized Content
Evaluation
Message Delivery
This feature map describes how the value propositions of the PI Notifications platform are achieved through features. <Click through the individual columns and just say how each piece is achieved> Now different PI Products cover these feature sets including <click> the PI Server which stores all the alert events and <click> AF 2.0 which supports the centralized content, template structures, and allows us to trigger notifications off of different types of data. <click> all of this together comprises the PI Notifications architecture, which leverages the strengths of both AF and PI while bringing a world class notification engine to the PI System platform. For those of you interested in the details of this architecture, I would recommend you come talk to us at the Demo Lab…. <whenever that is>
Comment: Instead of this and next slides, we should describe more features in terms of use cases. Similar to the five demos but without demos. It can be framed as
What about this? This can be accomplished …
What about that? That is supported out of box…
Etc.
It may not be a bad idea to get rid of the conclusion and future slides and frame them as above. So the whole talk has the following structure:
Goal/Use Case
Describe and/or Demo
Repeat 1 and 2
This structure fits perfectly with that two of us are presenting
Period/Natural
Asset/ Notification Templates
Versatile Data Sourcing
Escalation
SDK Access
Rule Evaluation

5. PI Notifications Architecture

6. PI Notification Notification Process Trigger Contacts Content Delivery
Acknowledgement
The process is to establish first a trigger – some even that happens to start a notification. Maybe a 10 minute average temperature exceeds a specified limit. Next there are contacts – names, phone numbers, addresses, and these can come from active directory. Then there is the content – what should the notification say? It can include many things, standard and customized, including dynamically created links to web pages showing the data that triggered the notification. Finally, there is delivery by or text message. Optional features include acknowledgement requirements, and if there is failure to acknowledge, escalation. 6 6

7. Notifications: Result

9. Demo Demo Demonstration Adding Contacts and creating Notifications
Acknowledging Notifications
Demo
Open PB
Create a new display
Add a trend with multiple traces
Use formatting toolbar to change the trace colors
Use formatting toolbar to change trend settings (font size and background color)
Create a new vertical trend
Use format paint brush to apply trend settings from trend 1 to trend 2
Open preferences dialog so that format paintbrush won’t need to be used for creating future trends. Change font size and trend background color.
Demo 9

10. Visualization for PI Notifications
Here’s a view of some of the notifications desktop client. A ProcessBook add-in on the left, and on the right the IM-like pop-up notification manager. 10

11. Migration Migration Options
RtAlerts
Migration tool available to convert all RtAlerts rules to PI Notifications.
Web configuration interface replaced by the PI System Explorer
PI Alarm/PI SQC Alarm
Migration tool available to convert all alarm configuration to PI Notifications
PI SQC Alarm Add-In to ProcessBook cannot view notifications
PI AlarmView
Basic functionality of AlarmView incorporated in the PI System Explorer plug-in MyPI
See Migrate to PI Notifications for specific details
RtAlerts: RtAlerts will be continuously supported. There is a migration tool to convert
all RtAlerts rules to notifications within PI Notifications. The Web configuration
interface is replaced by the PI System Explorer.
PI Alarm/PI SQC Alarm: PI Alarm will be continuously supported. There is a migration tool to convert all alarm configuration to notifications within PI Notifications.
PI SQC Alarm (also known as PI RtSQC) will be continuously supported. There is a migration tool to convert all SQC alarm configurations to notifications within PI
Notifications. These notifications will be viewable within the PI System Explorer. However, the PI SQC Alarm Add-In to ProcessBook is not able to view these
notifications.
PI AlarmView: PI AlarmView will be continuously supported. The basic functionality of AlarmView is covered in PI System Explorer within the view of notifications in MyPI.
These functionalities include searching history, acknowledgment, and adding comments. 11

12. Releases Initial release: Q4 2007 Next major release: 2008
Hierarchical notifications
Thin client
Root cause
Further client integration
Down the road
Full analysis support
Don: Talks release dates

13. Agenda
PI Notifications
ProcessBook 3.1 13

14. High Availability Provided with PR1
PI Server Collective
Releases for ProcessBook, ActiveView, SQC and BatchView
Primary PI Server
Secondary PI Server
Secondary PI Server 14

15. New Features in ProcessBook 3.1
Vertical Trends
Details Add-In
Statistics ToolTip Add-In
PI Notifications Add-In
Trend Analysis enhancements
User Interface (UI) enhancements

16. Demo Demo Demonstration Building displays made easier
Analysis features
Demo
Open PB
Create a new display
Add a trend with multiple traces
Use formatting toolbar to change the trace colors
Use formatting toolbar to change trend settings (font size and background color)
Create a new vertical trend
Use format paint brush to apply trend settings from trend 1 to trend 2
Open preferences dialog so that format paintbrush won’t need to be used for creating future trends. Change font size and trend background color.
Demo 16

17. Demo PI Notifications ProcessBook display as content
ProcessBook display linked as content
Instant trend
Pass time context to display
Demo 17

18. No compatibility layer
AF 1.X
AF Clients
1.X
AF 2.0 18

19. With the AF 1.5 compatibility layer
AF 1.X
AF Clients
1.X
AF 1.5
AF 2.0 19

20. AF Integration Shipping with ProcessBook 3.1 AF Modeler (1.3)
AF Client (1.3)
AF Compatibility Layer (1.5) 20

21. SIG Requests Addressed
Linear regression line
Tooltip statistics
Easier display building and formatting
Vertical trend
Annotations 21

22. Future - PI ProcessBook 3.2
The next planned version
No schedule yet
Planned enhancements:
Cursor synchronization across trends
Easier symbol configuration
Enhanced Notification integration
Time playback functionality
Data dictionary support
Other time handling improvements

23. Thank You