Implement the latestversions of PI System™

PI System™ Upgrade

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Keep your information reliable, available and safe at all times

PI System™ Upgrade to High Availability

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PI System™ Upgrade


The main objective of the service is to upgrade an existing installation of PI System ™ to the latest version available, in order to have the latest security patches and / or functionalities of the tool. The upgrade is done remotely or onsite by a PIPER Solutions engineer, certified by OSISoft® as a PI System™ infrastructure and installation specialist.

The scope of this package is limited to a single Data Archive and up to three standard PI Interfaces or PI Connectors.

Other UpgradeServices


If your company already has the PI System™ infrastructure, you can upgrade to the latest available versions or upgrade the infrastructure to high availability. Remember that you must have implementing the PI System ™ infrastructure.

Upgrade Service Deliverables


  • Pre-installation checklist review; confirmation that all essentials are met before proceeding.
  • Verification that hardware and operating system meet the requirements.
  • Verification that a proper PI Backup has been performed prior to the upgrade.
  • Verification that a proper PI Backup has been performed prior to the upgrade.
  • Asset Framework (AF) Server, Asset Analytics, and PI System Explorer install/upgrade to the latest released version.
  • Notifications install/upgrade to the latest released version.
  • Optional: Migration of up to 100 legacy Notifications (version 1.x) or Notification templates to Notification rules (version 2.x) during an upgrade of Notifications. An additional day may be required.
  • Verification and creation of additional archive files, if necessary.
  • Test one client connection (PI SDK™ and PI API™).
  • Inspection and modification of Data Archive tuning parameters to comply with OSIsoft technical support best practices.
  • PI System daily backup configuration.
  • Review of site backup and recovery procedure.
  • Install PI Interfaces for System Monitoring – ½ day of additional time may be required.
  • Install PI Interfaces for System Monitoring – ½ day of additional time may be required.
  • Verification and test of PI Buffer Subsystem on acquisition nodes.
  • Inspection of interfaces IO rates and data flow.
  • Installation of the latest version of the System Management Tools (SMT) on the Data Archive server and on one management station.
  • Installation of the latest version of the System Management Tools (SMT) on the Data Archive server and on one management station.
  • OSIsoft® technical support overview.
  • PI System™ Introduction (time permitting).
  • Installation report.

Upgrade Schedule


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

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

Week 2 - Download latest version of software to be upgraded from OSIsoft technical support website.

Week 3 and 4 - On-site or remote upgrade by OSIsoft (4-6 days).

Requirements to upgrade


  • Data Archive and acquisition node hardware and operating system must be operational before OSIsoft’s arrival.
  • TCP/IP communication must be enabled and operational among all PI System computers and the required firewall ports must be open. The Data Archive communicates on port 5450. AF communicates on ports 5457 and 5459. PI Analysis Service Communicates on port 5463. PI Notifications communicates on port 5468.
  • Customer’s technical staff must be available to provide system support (security, network, and control systems) for the duration of the upgrade.
  • Customer must acquire required OSIsoft software media prior to PIPER’s arrival.
  • Customer must provide a configuration station with SMT and Microsoft® Excel® software.
  • SQL Server Installation:
  • Option 1: Existing SQL Server will be used, if so, SQL DBA must be available to assist with SQL Server configuration and security. OR
  • Option 2: SQL Server will be installed, configured, and operational prior to OSIsoft arrival, if so SQL DBA must be available to assist with SQL Server configuration and security. OR
  • Option 3: SQL Express will be installed by OSIsoft Field Service – ½ day of additional time may be required.
  • Customer must guarantee the validity of the security permits required for access to their organization as a prerequisite to the visit.

Limitations for Upgrade


  • Modification of custom applications or third-party products including VBA code in PI ProcessBook or PI DataLink is not included in this package.
  • This package does not include configuration of Asset Framework High Availability.

Why request the PI System™ Upgrade service with PIPER?


Commitment and Support in Peru
We become your Strategical Partners
Knowledge and Integration with the Industry
Certified Professionals in the PI System

Are you ready to upgradePI System™ to the latest version?