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Audit

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PI System Audit

Objetives

The main objectives are to audit the existing PI System installation as built and to provide a plan to support and improve the performance and utilization of the system. The audit consists of reviewing the installation, configuration, and use of the PI System and its components and to provide an audit report. The audit is performed on-site by a qualified engineer accredited by OSIsoft as a PI System Infrastructure and Installation Specialist.

Scope

The scope of this package is limited to a single site comprised of 1 PI Server node, up to 5 interface nodes, 1 System Manager node, 3 custom or third-party applications and up to 5 PI Client stations.

Deliverables

  • Pre-visit checklist review; confirmation that all prerequisites are met before proceeding.
  • Software audit:
    • PI Server™, PI Client and PI Interface™ software version inventory
    • License usage audit.
  • Performance and configuration audit:
    • PI System™ architecture review.
    • Hardware and OS inventory.
    • Inspection of PI System logs.
    • Inspection of PI System performance metrics.
    • Review security model.
    • Review high availability options.
    • PI Tag configuration audit,
    • PI Backup and restore procedure review.
  • Custom or third-party application audit:
    • Review of the architecture and functionality of the current and proposed custom or third party applications that are based on the PI System.
  • System administration audit:
    • Review system administration practices.
  • Short presentation of findings and recommendations at the end of the audit visit.
  • OSIsoft technical support overview and assist the customer with getting assistance from OSIsoft technical support for any outstanding issue.
  • An estimate of the recommended OSIsoft services.
  • An estimate of the recommended OSIsoft training courses.
  • Audit report.

Why select PIPER’s PI System Interface Implementation Service?

PIPER Solutions professionals have the certifications of PI System Installation Specialist and PI System Infrastructure Specialist, which accredit them to perform installations of all the PI System components under the best practices recommended by OSISoft®.

In addition, PIPER works closely with the OSISoft® development, training and technical support teams to guarantee assistance and specialized knowledge in the OSIsoft product line to its customers.

Timeline

The upgrade process, from ordering to completion, normally takes 3 to 4 weeks:

Week 1 - Communication of prerequisites. Confirmation of installation date with PIPER.

Week 2 – On-site visit (up to three days).

Weeks 3 – Prepare and transmit a final audit report.

Requirements

  • Customer’s technical staff needs to be available to provide system access for the duration of the audit (PI System, Security, Network, and Control Systems).
  • Customer must provide the list of nodes to be audited (PI Server, PI Interface nodes, Administrator console, Custom or third-party applications and clients).
  • Customer must provide a configuration station with the PI System Management Tools™ (PI SMT) and Microsoft® Excel® software.
  • Customer must provide an up-to-date network architecture drawing.
  • Customer’s technical staff must be available to answer questions about existing data sources.
  • Customer’s application users must be available to answer questions about existing and desired applications.
  • Customer must arrange for safety training, and any permits required.
  • Customer must guarantee the validity of the security permits required for access to their organization as a prerequisite to the visit.

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