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PI Asset Framework 2018 SP3 Patch 2 Client Installation and Upgrade Guide EN
PI Asset Framework 2018 SP3 Patch 2 Client Installation and Upgrade Guide EN
PI AF Client features
The PI AF Client installation includes these features:
• PI System Explorer
PI System Explorer supports multiple languages. Install the PI System Explorer MUI
Language Pack to enable multi-language access. If PI System Explorer does not support a
particular language, the user interface displays English. See Enable multiple languages for PI
AF Client.
◦ Management plug-in
The Management plug-in is a PI System Explorer plug-in. This is a plug-in to PI System
Explorer and enables administrators or advanced users to manage bulk operations on
analyses and notification rules in a database.
◦ AF Collective Manager
AF Collective Manager provides a graphical user interface for creating, editing, and
managing PI AF collectives.
Note:
The PI System Explorer installation is not optional if you want to install the Analysis
Management plug-in.
• PI Builder
• Beginning with PI AF 2018 SP3 Patch 2, the .NET 3.5 version of AF SDK is no longer
provided. If you need to perform an installation of PI AF Client based on .NET 3.5, contact
the OSIsoft Customer Portal (https://my.osisoft.com/) for assistance. If you upgrade to PI
AF 2018 SP3 Patch 2 and you already have .NET 3.5 installed, that installation remains
intact.
Note that in earlier releases prior to PI AF 2018 SP2, the .NET 3.5 version of AF SDK was
installed along with PI AF Client. Beginning with PI AF 2018 SP2, the .NET 3.5 version of PI
AF Client was offered as a separate install kit. However, beginning with PI AF 2018 SP3
Patch 2, a separate install kit for the .NET 3.5 version of AF SDK is no longer available.
• Prior to PI AF 2015, PI SDK was installed with the PI AF Client. Beginning with PI AF 2015,
PI SDK was no longer included in the PI AF Client installation.
Procedure
1. Log into the OSIsoft Customer Portal Products page (https://customers.osisoft.com/s/
products) with your OSIsoft credentials.
2. Navigate to the Products tab.
3. Find the entry for PI Server and select the Download Installation Kits and Documentation
icon . A list of installation kits appears.
4. Find the installation kit for PI Asset Framework (AF) Client. If you want an older version of
the installation kit, first click All Versions. When you find the correct version, click
Download. The licensing agreement appears.
5. Click I agree on the licensing agreement and click Download.
6. When prompted to run or save the executable setup file, click Save and click OK.
Install PI AF Client
Use this procedure to perform a new installation of PI AF Client using the setup kit. You can
also perform a silent installation. See PI AF Client installation and upgrade through the
command line.
• Download the install kit. See Download the PI AF Client install kit.
• If you are running the PI AF Client install kit on the same host computer as the PI AF server,
OSIsoft recommends that you install PI AF server first.
• If you intend to install PI ProcessBook or PI WebParts, OSIsoft recommends that you install
PI SDK before you install PI AF Client.
• If you intend to install PI Builder on this computer, you must install Microsoft Excel 2010
SP2 or later first. If Microsoft Excel is not present, PI Builder cannot be installed.
• Ensure that you have closed all PI AF client applications before you start the PI AF client
installation program.
• Ensure that you have administrative privileges on the computer.
Procedure
1. Log into the PI AF Client host computer with an account with administrative privileges.
2. Go to the directory where you downloaded the PI AF Client install kit.
3. Double-click the PI AF Client Install kit executable file. The Welcome to the PI AF Client
Installation window opens.
4. Click Next to continue. The Installation Directories window opens. Default locations for 32-
bit and 64-bit client applications are displayed in the PIHOME and PIHOME64 fields,
respectively.
5. Accept the default installation directory or specify a new installation directory for either
installation type.
a. Click Browse next to the installation type (either 32-bit or 64-bit). The Change current
destination folder window opens.
b. Specify the desired destination folder. Navigate to an existing folder in the Look in... drop
down field, or use the Up one level button. If you want to create a new folder in the
installation directory, click Create a New Folder. Or specify an installation directory path
in the Folder name field.
c. Click OK.
6. Click Next to continue. The PI Customer Experience Improvement window opens. It gives you
the option to help OSIsoft improve its products by reporting data anonymously to OSIsoft.
7. Choose whether you want to participate and click Next to continue. The Default Server
Information window opens.
8. As an optional step, enter the computer name of the default PI AF server in the Default
Asset server field.
9. Enter the computer name of the default PI Data Archive server in the Default Data server
field.
Note:
This is mandatory.
10. Click Next to continue. The Select Features window opens.
11. In the Select Features window, select the PI AF Client features and components you want to
install:
Option Description
PI AF SDK .NET 4 Required. Provides programmatic access to the
PI Data Archive and PI AF server, and is used by
PI AF client applications.
PI System Explorer Optional. A graphical user interface tool for
accessing the PI AF server and PI Data Archive. It
includes AFImport and AFExport utilities.
Management Plug-in Optional. A plug-in to PI System Explorer for
managing analyses and notifications in the PI AF
server. Requires that PI System Explorer be
installed.
AF Collective Manager Optional. AF Collective Manager provides a
graphical user interface for creating, editing, and
managing PI AF collectives.
PI Builder Optional. An Excel add-in that provides
configuration and access to the PI Data Archive
and PI AF server.
PI AF User Documentation Optional. Provides PI System Explorer
documentation in compiled help format and
documentation for AF SDK.
Procedure
1. On a Windows Start menu or Windows Start screen, right-click PI System Explorer and
select Run as administrator.
2. In response to the There are no PI AF Servers defined. Do you want to
define one? message, click Yes.
3. In the PI AF Server Properties window, the computer name where you installed the PI AF
Client is displayed in the Host field.
Select the entire name string and enter the computer name of a PI AF server on your
network.
4. Click Connect.
Note:
If DNS cannot resolve the computer name, you may need to enter the full network
name of the server in myassetserver.mycompanyname.com format, or the IP
address of the server.
5. Click OK.
The PI System Explorer window should be displayed.
Procedure
1. Download the PI AF MUI language pack from the OSIsoft Customer Portal (https://
my.osisoft.com/).
2. Install the PI AF MUI language pack.
Upgrade PI AF Client
The features that are automatically selected will depend upon the version from which you are
upgrading. If you are upgrading from an older version of PI AF Client, some features that are
installed may not be selected, so you need to select options manually.
Note:
Beginning with PI AF 2015, PI SDK was not included in the PI AF Client install. The PI AF
Client installation now includes the PI Network Subsystem (PINS). PINS is installed on a
PI AF Client machine that does not include PI Data Archive. PINS supports
communications between the PI AF Client machine and PI Data Archive.
• If you are running the PI AF Client setup program on the same host computer as the PI AF
server, OSIsoft recommends that you upgrade PI AF server first.
• If you want to change the default PI AF Server for a PI AF upgrade, use the silent.ini file, as
described in Install PI AF Client through the command line.
• If you intend to install or upgrade PI ProcessBook or PI WebParts, OSIsoft recommends that
you install or upgrade PI SDK before you upgrade PI AF Client.
• If you intend to install or upgrade PI Builder on this computer, you must install Microsoft
Excel 2010 SP2 or later first. If Microsoft Excel is not present, PI Builder cannot be installed.
• Ensure that you have closed all PI AF client applications before you start the PI AF client
installation program.
• Ensure that you have administrative privileges on the computer.
Procedure
1. Log into the PI AF Client host computer with an account with administrative privileges.
2. Go to the directory where you downloaded the PI AF Client install kit and double-click the
PI AF Client install kit executable file. A dialog describes where the install kit will be
extracted.
3. Click OK. A welcome window opens and lists the systems being upgraded.
4. Click OK. The Running Services window may appear if PI system services are running that
must be stopped temporarily.
5. Click Next. The Processes Holding Files in Use window may appear. It gives the option to
close applications and restart them after installation or reboot.
6. Choose an option and click Next. Another welcome window opens.
7. Click Next. The PI Customer Experience Improvement window opens. It gives you the option
to help OSIsoft improve its products by reporting data anonymously to OSIsoft.
8. Choose whether you want to participate and click Next. The Default Server Information
window may appear. It asks you to identify the default asset and data servers. Client
applications use this information.
9. Provide the default server information and click Next. The Select Features window opens.
10. Select the PI AF Client features and components to upgrade on the computer. Features are
automatically selected based on what was previously installed in the PI AF Client. You can
select other features if your computer meets the prerequisites for each selected component:
Option Description
PI AF SDK .NET 4 Required. Provides programmatic access to the
PI Data Archive and PI AF server, and is used by
PI AF client applications.
PI System Explorer Optional. A graphical user interface tool for
accessing the PI AF server and PI Data Archive. It
includes AFImport and AFExport utilities.
Management Plug-in Optional. A plug-in to PI System Explorer for
managing analyses in the PI AF server. Requires
that PI System Explorer be installed.
AF Collective Manager Optional. AF Collective Manager provides a
graphical user interface for creating, editing, and
managing PI AF collectives.
PI Builder Optional. An Excel add-in that provides
configuration and access to the PI Data Archive
and PI AF server. For this option to be available,
you must have Microsoft Excel 2010 SP 2 or later
installed.
PI AF User Documentation Optional. Provides PI AF user guides in compiled
help format and documentation for AF SDK.
Version Incompatibility
The following incompatibilities exist between certain versions of the PI AF server and Client:
• PI AF server 2017 R2 (version 2.9.5) and later will not allow a connection from PI AF Client
version earlier than 2.4.0.4431.
• PI AF server 2017 (version 2.9) and later will not allow a connection from PI AF Client
version earlier than 2.3.0.4048.
• PI AF Client version 2017 R2 (version 2.9.5) and later will not allow a connection to PI AF
server version earlier than 2.4.
• PI AF Client version 2017 (version 2.9) and later will not allow a connection to PI AF Server
version earlier than 2.3.
Note:
PI AF Client earlier than PI AF 2015 R2 (version 2.7.5) cannot connect to a PI System that
has been enabled to use case-sensitive UOM abbreviations. Refer to the PI AF topic Case
sensitivity of UOM abbreviations (https://livelibrary.osisoft.com/LiveLibrary/
content/en/server-v14/GUID-610FB85F-DE2C-4F72-B66D-F9F529713D60).
Procedure
1. Double-click the install kit to be extracted. If User Account Control (UAC) is enabled for the
logged on user, a UAC message displays asking if you want to allow the installation to make
changes to the computer.
2. Click Yes to continue. Click No to Cancel. A dialog displays with a default extraction path for
the installation files.
3. Change the path if you want to extract the files to a different location. You can use the folder
icon to browse to and select a different location, or you can type a new path.
4. Click OK to continue or click No to Cancel. A dialog displays with a progress bar showing the
progress of the file extraction. Click Cancel to exit the extraction process.
5. The Welcome window opens. At this point the files have been extracted, so you can click
cancel to exit the installation.
6. Navigate to the location where the files were extracted.
Note:
PI AF SDK 4.0 is a required feature. It must be specified if individual features are to be
included.
REBOOT Allows the computer to restart during the installation process. Use a
value of Suppress for silent installations.
REBOOT=SUPPRESS
Any restart of the host computer will be suppressed until the end of
the bundle installation.
Properties Description
AF_SERVER Specifies the default PI AF server name (the computer where the PI
AF Application Service resides) for the PI AF Client.
If a value is not defined by the user and the PI AF Application Service
is not resident on the target host computer, the default PI AF server
name is not set during the installation. If not set, the default PI AF
server name can be set manually after the installation has
completed.
If a value is not defined and the PI AF Application Service has
already been installed on the same host computer, then the current
computer will be set as the default PI AF server.
The AF_SERVER property is not used during an upgrade.
Property Description
PI_SERVER=[network path] Specifies the name of the default PI Data Archive. This setting is
ignored if a default PI Data Archive is already defined. If you do
not define the PI_SERVER, a PI Server definition is created using
the local machine name.
PI_USER=[pidemo] Default user for the default PI Data Archive.
NOPISDKBUFFERING=1 Disables PI SDK buffering through pibufss if PISDK is already
installed. The default, if NOPISDKBUFFERING is specified, is not
changing the buffering behavior of an existing PI-SDK
installation.
PI System Explorer and other PI AF SDK clients communicate with PI AF server using Windows
authentication. Except for configuration of a PI AF collective, the PI AF SDK never connects
directly to SQL Server. When you attempt to connect to a PI AF server through PI System
Explorer, your login credentials are used. If you have permission to access the PI AF server, the
connection is made.
If you do not have the appropriate rights, a login window opens where you can enter
credentials. For example, this can occur if you are logged in as a local user, are not a domain
user, or if the client computer is in a domain other than the domain of the PI AF server.
Procedure
• Run PI System Explorer as Administrator:
a. On the Start menu, right-click PI System Explorer or other PI AF client.
b. Select Run as Administrator.
• Set PI System Explorer to run as Administrator every time it is started:
a. On the Start menu, right-click PI System Explorer (or other PI AF client).
b. Select Properties.
c. On the Compatibility tab, select the Run this program as an administrator check box.
• Modify the PI AF security settings so that the user or a group containing the user (other
than local Administrators) has appropriate privileges.
• Port 5457 is the primary port that PI AF SDK uses to communicate with PI AF server from
the client.
• Port 5459 is used by some client products, such as PI OLEDB Enterprise and PI WebParts to
communicate with PI AF server.
Depending on how connections are defined, PI AF server may perform a reverse-name
lookup of the connecting client IP address as part of the authentication process. The method
chosen for name resolution may require that PI AF server be able to open outbound
connections on some ports:
◦ Resolution by way of entries in the HOSTS file (no port requirement, but clients must
have fixed IP addresses).
◦ Resolution by way of DNS (usually port 53).
◦ Resolution by way of NETBIOS name services (port 137).
You may also need to open port 445 if you wish to search or browse for accounts while
remotely managing PI AF security.
AF Collective Manager
Starting with PI Server 2018, PI AF collective creation has been moved out of PI System
Explorer and into the AF Collective Manager. AF Collective Manager provides a graphical user
interface for creating, editing, and managing PI AF collectives.
AF Collective Manager is available for installation with the PI Server install kit and PI AF Client
install kit.