PI maxDNA 1.5.0.39
PI maxDNA 1.5.0.39
PI maxDNA 1.5.0.39
Version 1.5.0.x
iii
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iv
Chapter 14. Interface Diagnostics Configuration ................................................... 83
Scan Class Performance Points .......................................................................83
Performance Counters Points ...........................................................................86
Performance Counters ............................................................................87
Performance Counters for both (_Total) and (Scan Class x) .................87
Performance Counters for (_Total) only .................................................88
Performance Counters for (Scan Class x) only ......................................91
Interface Health Monitoring Points ....................................................................92
I/O Rate Point ....................................................................................................97
Interface Status Point ........................................................................................99
The PI Interface for Metso maxDNA (formally known as the Max Controls Max1000 Plus+
Interface) collects data from the maxDNA members of a maxDNA system. This interface will
be referred to as the maxDNA interface or, simply, the interface for the remainder of this
document.
Note: The interface requires that the maxDNA software be present on the same PC
as the interface and the PC have network access to the SBP.
Migration interfaces are available to connect the PI System to all generations of MAX
systems. The minimum requirement is that a maxDNA DBM must be present.
For proper interface operation, configure points (tags) on the home node (the words "point"
and "tag" are used interchangeably in this manual). Tags are used to update and receive data
from maxDNA members. A single interface can collect data from one or more maxDNA
members at a time. Data is received at a given frequency. All values that are written to the
snapshot or archive use the system time from the PI Server node.
At startup, the interface scans the PI Point Database for all associated points and builds its
own point list. During runtime, the interface continues to check the PI Point Database for
point updates and modifies its point list accordingly. If the Scan field of any point on the
point list is set to off, the point is removed from the point list. The point is added once again
after the Scan field is turned back on. If a fixed scan rate cannot be found for a given point,
the point will be removed from or will not be added to the point list.
Note: The value of [PIHOME] variable for the 32-bit interface will depend on whether the
interface is being installed on a 32-bit operating system (C:\Program Files\PIPC) or
a 64-bit operating system (C:\Program Files (x86)\PIPC).
The value of [PIHOME64] variable for a 64-bit interface will be C:\Program Files\PIPC on
the 64-bit operating system.
In this documentation [PIHOME] will be used to represent the value for either [PIHOME]
or [PIHOME64]. The value of [PIHOME] is the directory which is the common location for
PI client applications.
Note: Throughout this manual there are references to where messages are written
by the interface which is the PIPC.log. This interface has been built against a UniInt
PI Interface for Metso maxDNA 1
Introduction
version (4.5.0.59 and later) which now writes all its messages to the local PI
Message log.
Please note that any place in this manual where it references PIPC.log should now
refer to the local PI message log. Please see the document UniInt Interface
Message Logging.docx in the %PIHOME%\Interfaces\UniInt directory for more
details on how to access these messages.
Reference Manuals
OSIsoft
PI Server manuals
PI API Installation Instructions manual
UniInt Interface User Manual
Vendor
maxDNA Installation Instructions #278703
2
Supported Features
Feature Support
Interface Part Number PI-IN-MCS-PLUS-NTI
Auto Creates PI Points No
Point Builder Utility No
ICU Control Yes
PI Point Types float16, float32, float64, int16, int32, digital
Sub-second Timestamps No
Sub-second Scan Classes No
Automatically Incorporates PI Point Yes
Attribute Changes
Exception Reporting Yes
Outputs from PI Yes
Inputs to PI: Unsolicited
Supports Questionable Bit No
Supports Multi-character PointSource Yes
Maximum Point Count Unlimited
* Uses PI SDK No
PINet String Support N/A
* Source of Timestamps PI Server
History Recovery No
* UniInt-based Yes
* Disconnected Startup Yes
* SetDeviceStatus Yes
* Failover UniInt Failover (Phase 2- Warm, Cold);
Software Backplane Failover
* Vendor Software Required on Yes
Interface Node / PINet Node
Vendor Software Required on Foreign Yes
Device
Vendor Hardware Required Yes
Additional PI Software Included with No
interface
Device Point Types int16, int32, float16, float32, float64, digital
Serial-Based interface No
Uses PI SDK
The PI SDK and the PI API are bundled together and must be installed on each interface
node. This interface does not specifically make PI SDK calls.
Source of Timestamps
Timestamps are generated on PI Server.
UniInt-based
UniInt stands for Universal Interface. UniInt is not a separate product or file; it is an
OSIsoft-developed template used by developers and is integrated into many interfaces,
including this interface. The purpose of UniInt is to keep a consistent feature set and behavior
across as many of OSIsoft’s interfaces as possible. It also allows for the very rapid
development of new interfaces. In any UniInt-based interface, the interface uses some of the
UniInt-supplied configuration parameters and some interface-specific parameters. UniInt is
constantly being upgraded with new options and features.
The UniInt Interface User Manual is a supplement to this manual.
Disconnected Start-Up
The maxDNA interface is built with a version of UniInt that supports disconnected start-up.
Disconnected start-up is the ability to start the interface without a connection to the PI Server.
This functionality is enabled by adding /cachemode to the list of start-up parameters or by
enabling disconnected startup using the ICU. Refer to the UniInt Interface User Manual for
more details on UniInt disconnected startup.
SetDeviceStatus
Failover
Software Backplane Failover
o The Software Backplane handles failover from one DPU to another. In most
cases, the interface needs to re-subscribe its points after a failover. Virtual
DPU as well as physical DPU failover have been tested.
4
Vendor Software Required
Software Backplane is the generic name given to the software that runs between the interface
and the DPUs. It consists of several parts. The relevant ones for this interface are maxAPPS
and maxSTATION. maxSTATION is the full version of the software distributed by Metso
Automation (formerly MAX Controls). It runs on its own machine. maxAPPS is the software
that is needed on the interface node.
The maxDNA SBP uses “subscriptions” to mark data points for frequent update. The interval
between updates is configurable on a point-by-point basis. The maxDNA system only sends
data to a client when an exception has occurred. An exception occurs if the value changes by
more than the given dead band, or the exception maximum time has expired and the dead
band (exception deviation) has not been exceeded.
When the Interface first starts up, it establishes communication with PI Server. A connection
to the local maxDNA server is then established. The connection is uniquely identified by the
client with a “user name” parameter, and uniquely identified to the server by an identification
number. The interface to the maxDNA system can subscribe, unsubscribe, and read from
specific data points. It also has the ability to write to a designated WatchDog tag on the
maxDNA system, which can be optionally configured by the user. All data handled by the
maxDNA SBP is done with variant data types. This means that when data is assigned to a
tag, the data is automatically handled using the most compatible type. The maxDNA SBP
has comparable data types to handle all types supported by the PI System.
Exception reporting is done on the maxDNA system using the PI exception parameters which
are passed to it during subscription. As each point belonging to the interface is identified, the
interface subscribes the maxDNA point (specified in the InstrumentTag and/or the ExDesc)
on the SBP. The exception minimum (ExcMin), exception maximum (ExcMax), and
exception deviation (ExcDev) (in engineering units) are also sent to the SBP. The maxDNA
system will check to see if the point subscribed is valid, and if it is valid, can it be accessed.
An error code is returned if the point is invalid or cannot be accessed and the interface will
print a message that it could not be subscribed.
Note: Some points may not be accessible at interface startup, but once they do
become accessible, data will automatically start being collected for them. Prior to
data collection, the digital state CONFIGURE is written to all points. This allows the
user to easily determine which points have not begun collecting data. If connection
is lost to the maxDNA system, I/O Timeout is written to all the input tags. BAD
INPUT is written to points when any other error is returned from the maxDNA
system.
UniInt Failover Note: UniInt Failover Control Tags behave slightly different from the
description above. The interface does not write CONFIGURE status to Failover
Control Tags prior to data collection.
The maxDNA system uses the PI exception specifications that are passed for a point to
determine when to check for an exception and determine when an exception has occurred.
An exception occurs when the maxDNA tag exceeds the ExcDev for the point or the ExcMax
time has been exceeded with no exception occurring. The ExcMin time controls the
frequency at which exceptions are checked. The minimum exception minimum time passed
to the maxDNA system is 1 second. If a tag has its ExcMin parameter set to 0, then a value of
1 will be passed to the maxDNA system. The maximum exception maximum time passed to
the maxDNA system is 30 seconds if the /excmax parameter is not used. The /excmax
parameter can be used in the interface startup file to set the maximum exception maximum
parameter for all tags to a value greater than 30 seconds. If /excmax is not set in the interface
startup file and a tag has its ExcMax parameter set greater than 30 seconds, then a value of 30
will be passed to the maxDNA system. If /excmax is set in the interface startup file and a tag
has its ExcMax parameter set greater than /excmax, then the /excmax value will be passed
to the maxDNA system. Consult your Metso Automation representative for recommendations
for exception maximum settings. Typical systems will be able to handle ExcMax times of 30
seconds for all tags. However older systems may not.
Since exception reporting is done on the maxDNA side no further exception reporting is done
within the interface. Value and quality data are sent to PI Server when they are received by
the interface. Although the scan frequency is not used, the Location4 parameter for all input
points must still be set to one.
UniInt Failover
This interface supports UniInt failover. Refer to the UniInt Failover Configuration chapter of
this document for configuring the interface for failover.
8
Chapter 3. Installation Checklist
If you are familiar with running PI data collection interface programs, this checklist helps you
get the interface running. If you are not familiar with PI interfaces, return to this section after
reading the rest of the manual in detail.
This checklist summarizes the steps for installing this interface. You need not perform a
given task if you have already done so as part of the installation of another interface. For
example, you only have to configure one instance of Buffering for every interface node
regardless of how many interfaces run on that node.
The Data Collection Steps below are required. Interface Diagnostics and Advanced Interface
Features are optional.
Interface Diagnostics
1. Configure Scan Class Performance points.
2. Install the PI Performance Monitor Interface (Full Version only) on the interface
node.
3. Configure Performance Counter points.
4. Configure UniInt Health Monitoring points
5. Configure the I/O Rate point.
6. Install and configure the Interface Status Utility on the PI Server Node.
7. Configure the Interface Status point.
10
Chapter 4. Interface Installation on Windows
OSIsoft recommends that interfaces be installed on interface nodes instead of directly on the
PI Server node. An interface node is any node other than the PI Server node where the
PI Application Programming Interface (PI API) is installed (see the PI API manual). With
this approach, the PI Server need not compete with interfaces for the machine’s resources.
The primary function of the PI Server is to archive data and to service clients that request
data.
After the interface has been installed and tested, Buffering should be enabled on the interface
node. Buffering refers to either PI API Buffer Server (Bufserv) or the PI Buffer Subsystem
(PIBufss). For more information about Buffering see the Buffering chapter of this manual.
In most cases, interfaces on interface nodes should be installed as automatic services.
Services keep running after the user logs off. Automatic services automatically restart when
the computer is restarted, which is useful in the event of a power failure.
The guidelines are different if an interface is installed on the PI Server node. In this case, the
typical procedure is to install the PI Server as an automatic service and install the interface as
an automatic service that depends on the PI Update Manager and PI Network Manager
services. This typical scenario assumes that Buffering is not enabled on the PI Server node.
Bufserv or PIBufss can be enabled on the PI Server node so that interfaces on the PI Server
node do not need to be started and stopped in conjunction with the PI Server, but it is not
standard practice to enable buffering on the PI Server node. The PI Buffer Subsystem can
also be installed on the PI Server. See the UniInt Interface User Manual for special
procedural information.
Interface Directories
32-bit Interfaces
The [PIHOME] directory tree is defined by the PIHOME entry in the pipc.ini configuration
file. This pipc.ini file is an ASCII text file, which is located in the %windir% directory.
For 32-bit operating systems, a typical pipc.ini file contains the following lines:
[PIPC]
PIHOME=C:\Program Files\PIPC
For 64-bit operating systems, a typical pipc.ini file contains the following lines:
[PIPC]
PIHOME=C:\Program Files (X86)\PIPC
The above lines define the root of the PIHOME directory on the C: drive. The PIHOME
directory does not need to be on the C: drive. OSIsoft recommends using the paths shown
above as the root PIHOME directory name.
The interface install kit will automatically install the interface to:
PIHOME\Interfaces\maxDNA\
PIHOME is defined in the pipc.ini file.
12
Installing Interface Service with PI Interface Configuration Utility
The PI Interface Configuration Utility provides a user interface for creating, editing, and
deleting the interface service:
Service Configuration
Service name
The Service name box shows the name of the current interface service. This service name is
obtained from the interface executable.
ID
This is the service ID used to distinguish multiple instances of the same interface using the
same executable.
Display name
The Display name text box shows the current Display Name of the interface service. If there
is currently no service for the selected interface, the default Display Name is the service name
with a “PI-” prefix. Users may specify a different Display Name. OSIsoft suggests that the
prefix “PI-” be appended to the beginning of the interface name to indicate that the service is
part of the OSIsoft suite of products.
Log on as
The Log on as text box shows the current “Log on as” Windows User Account of the
interface service. If the service is configured to use the Local System account, the Log on as
text box will show “LocalSystem.” Users may specify a different Windows User account for
the service to use.
Password
If a Windows User account is entered in the Log on as text box, then a password must be
provided in the Password text box, unless the account requires no password.
Confirm password
If a password is entered in the Password text box, then it must be confirmed in the Confirm
password text box.
Dependencies
The Installed services list is a list of the services currently installed on this machine. Services
upon which this interface is dependent should be moved into the Dependencies list using the
button. For example, if API Buffering is running, then “bufserv” should be selected
from the list at the right and added to the list on the left. To remove a service from the list of
dependencies, use the button, and the service name will be removed from the
Dependencies list.
When the interface is started (as a service), the services listed in the dependency list will be
verified as running (or an attempt will be made to start them). If the dependent service(s)
cannot be started for any reason, then the interface service will not run.
Note: Please see the PI Log and Windows Event Logger for messages that may
indicate the cause for any service not running as expected.
- Add Button
To add a dependency from the list of Installed services, select the dependency name, and
click the Add button.
- Remove Button
To remove a selected dependency, select the service name in the Dependencies list, and click
the Remove button.
The full name of the service selected in the Installed services list is displayed below the
Installed services list box.
Startup Type
The Startup Type indicates whether the interface service will start automatically or needs to
be started manually on reboot.
14
If the Auto option is selected, the service will be installed to start automatically when
the machine reboots.
If the Manual option is selected, the interface service will not start on reboot, but will
require someone to manually start the service.
If the Disabled option is selected, the service will not start at all.
Generally, interface services are set to start automatically.
Create
The Create button adds the displayed service with the specified Dependencies and with the
specified Startup Type.
Remove
The Remove button removes the displayed service. If the service is not currently installed, or
if the service is currently running, this button will be grayed out.
Note: In the following Windows Service Installtation Commands you may use either a
slash (/) or dash (-) as the delimiter.
*When specifying service ID, the user must include an ID number. It is suggested that this
number correspond to the interface ID (/id) parameter found in the interface .bat file.
Check the Microsoft Windows Services control panel to verify that the service was added
successfully. The services control panel can be used at any time to change the interface from
an automatic service to a manual service or vice versa.
16
Chapter 5. Digital States
For more information regarding Digital States, refer to the PI Server documentation.
The PointSource is a unique, single or multi-character string that is used to identify the PI
point as a point that belongs to a particular interface. For example, the string Boiler1 may be
used to identify points that belong to the MyInt interface. To implement this, the PointSource
attribute would be set to Boiler1 for every PI point that is configured for the MyInt
interface. Then, if /ps=Boiler1 is used on the startup command-line of the MyInt interface,
the interface will search the PI Point Database upon startup for every PI point that is
configured with a PointSource of Boiler1. Before an interface loads a point, the interface
usually performs further checks by examining additional PI point attributes to determine
whether a particular point is valid for the interface. For additional information, see the /ps
parameter. If the PI API version being used is prior to 1.6.x or the PI Server version is prior
to 3.4.370.x, the PointSource is limited to a single character unless the SDK is being used.
Note: Do not use a point source character that is already associated with another
interface program. However it is acceptable to use the same point source for multiple
instances of an interface.
The PI point is the basic building block for controlling data flow to and from the PI Server. A
single point is configured for each measurement value that needs to be archived.
Point Attributes
Use the point attributes below to define the PI point configuration for the interface, including
specifically what data to transfer.
This document does not discuss the attributes that configure UniInt or PI Server processing
for a PI point. Specifically, UniInt provides exception reporting and the PI Server provides
data compression. Exception reporting and compression are very important aspects of data
collection and archiving, which are not discussed in this document.
Note: See the UniInt Interface User Manual and PI Server documentation for
information on other attributes that are significant to PI point data collection and
archiving.
Tag
The Tag attribute (or tag name) is the name for a point. There is a one-to-one correspondence
between the name of a point and the point itself. Because of this relationship, PI
documentation uses the terms “tag” and “point” interchangeably.
Follow these rules for naming PI points:
The name must be unique on the PI Server.
The first character must be alphanumeric, the underscore (_), or the percent sign (%).
Control characters such as linefeeds or tabs are illegal.
The following characters also are illegal: * ’ ? ; { } [ ] | \ ` ' "
Length
Depending on the version of the PI API and the PI Server, this interface supports tags whose
length is at most 255 or 1023 characters. The following table indicates the maximum length
of this attribute for all the different combinations of PI API and PI Server versions.
PI API PI Server Maximum Length
1.6.0.2 or higher 3.4.370.x or higher 1023
1.6.0.2 or higher Below 3.4.370.x 255
Below 1.6.0.2 3.4.370.x or higher 255
Below 1.6.0.2 Below 3.4.370.x 255
If the PI Server version is earlier than 3.4.370.x or the PI API version is earlier than 1.6.0.2,
and you want to use a maximum tag length of 1023, you need to enable the PI SDK. See
Appendix B for information.
PointSource
The PointSource attribute contains a unique, single or multi-character string that is used to
identify the PI point as a point that belongs to a particular interface. For additional
information, see the /ps command-line parameter and the PointSource chapter.
PointType
Typically, device point types do not need to correspond to PI point types. For example,
integer values from a device can be sent to floating-point or digital PI tags. Similarly, a
floating-point value from the device can be sent to integer or digital PI tags, although the
values will be truncated.
Float16, float32, float 64, int16, int32 and digital point types are supported. For more
information on the individual PointTypes, see PI Server manuals.
Location1
Location1 indicates to which copy of the interface the point belongs. The value of this
attribute must match the /id command-line parameter.
22
Location2
The Location2 attribute is used to specify whether this tag is an input, output or watchdog
tag. Possible values are:
0 = Input Tag
1 = Output Tag
2 = Watchdog Tag.
Location3
This attribute is used to indicate whether the PI tag will hold a value or a quality.
0 = Value tag
1 = Quality tag
Location4
Note: This interface does not support the standard trigger-based scanning that
UniInt supports since all data comes from the maxDNA system on an exception
basis.
Watchdog Tags
Location4 determines the frequency at which a watchdog tag will send data to the SBP. The
possible scanning frequencies for a given interface are specified by the user on the command
line in the PIMAX#.bat file (see section Startup Command File). For example, the command
line is as follows:
/f=00:00:05 /f=00:00:15 /f=00:01:00,00:00:10
Then, the point can be configured to send a “heartbeat” to the SBP every 5 seconds, every 15
seconds, or every minute. For the 5-second and 15-second periods, heartbeats will begin on
the hour or at a multiple of 5 or 15 seconds after the hour. For the 1-minute period,
heartbeats will begin 10 seconds after the hour or at a multiple of 1 minute and 10 seconds
after the hour. If Location4 is 1 for the above command line, then the watchdog tag will
update every 5 seconds. If Location4 is 2, then the tag will update every 15 seconds, and so
on.
Location5
InstrumentTag
This attribute is used to specify the RefMem address for maxDNA. RefMem stands for
Reference-Member, and is used to address a specific tag within maxDNA. Each entry in the
RefMem must be separated with a period, with no spaces between the period and text. For
example, the InstrumentTag attribute for a PI tag would contain:
[domain]service.member.ext.ext
Typically only the service and member need to be specified. An example of this type of
address is: FIC101.PV where FIC101 is the service and PV is the member of interest.
Length
Depending on the version of the PI API and the PI Server, this interface supports an
InstrumentTag attribute whose length is at most 32 or 1023 characters. The following table
indicates the maximum length of this attribute for all the different combinations of PI API
and PI Server versions.
PI API PI Server Maximum Length
1.6.0.2 or higher 3.4.370.x or higher 1023
1.6.0.2 or higher Below 3.4.370.x 32
Below 1.6.0.2 3.4.370.x or higher 32
Below 1.6.0.2 Below 3.4.370.x 32
If the PI Server version is earlier than 3.4.370.x or the PI API version is earlier than 1.6.0.2,
and you want to use a maximum InstrumentTag length of 1023, you need to enable the PI
SDK. See Appendix B for information.
ExDesc
The ExDesc (Extended Descriptor) is used to specify the member portion of the maxDNA
point address if not given in the InstrumentTag.
The member name is placed at the end of the ExDesc attribute in the following format:
RM=MemberName
This string, if required, must appear the end of the ExDesc attribute. The RM= must be given
with capital letters; however the actual member name should match that given in maxDNA.
Length
Depending on the version of the PI API and the PI Server, this interface supports an ExDesc
attribute whose length is at most 80 or 1023 characters. The following table indicates the
maximum length of this attribute for all the different combinations of PI API and PI Server
versions.
PI API PI Server Maximum Length
1.6.0.2 or higher 3.4.370.x or higher 1023
1.6.0.2 or higher Below 3.4.370.x 80
Below 1.6.0.2 3.4.370.x or higher 80
Below 1.6.0.2 Below 3.4.370.x 80
24
If the PI Server version is earlier than 3.4.370.x or the PI API version is earlier than 1.6.0.2,
and you want to use a maximum ExDesc length of 1023, you need to enable the PI SDK. See
Appendix B for information.
Performance Points
For UniInt-based interfaces, the extended descriptor is checked for the string
“PERFORMANCE_POINT”. If this character string is found, UniInt treats this point as a
performance point. See the section called Scan Class Performance Points.
Scan
By default, the Scan attribute has a value of 1, which means that scanning is turned on for the
point. Setting the scan attribute to 0 turns scanning off. If the scan attribute is 0 when the
interface starts, a message is written to the pipc.log and the tag is not loaded by the
interface. There is one exception to the previous statement.
If any PI point is removed from the interface while the interface is running (including setting
the scan attribute to 0), SCAN OFF will be written to the PI point regardless of the value of
the Scan attribute. Two examples of actions that would remove a PI point from an interface
are to change the point source or set the scan attribute to 0. If an interface-specific attribute is
changed that causes the tag to be rejected by the interface, SCAN OFF will be written to the PI
point.
Shutdown
The Shutdown attribute is 1 (true) by default. The default behavior of the PI Shutdown
subsystem is to write the SHUTDOWN digital state to all PI points when PI is started. The
timestamp that is used for the SHUTDOWN events is retrieved from a file that is updated by the
Snapshot Subsystem. The timestamp is usually updated every 15 minutes, which means that
the timestamp for the SHUTDOWN events will be accurate to within 15 minutes in the event of
a power failure. For additional information on shutdown events, refer to PI Server manuals.
Note: The SHUTDOWN events that are written by the PI Shutdown subsystem are
independent of the SHUTDOWN events that are written by the interface when
the /stopstat=Shutdown command-line parameter is specified.
SHUTDOWN events can be disabled from being written to PI when PI is restarted by setting the
Shutdown attribute to 0 for each point. Alternatively, the default behavior of the PI Shutdown
Subsystem can be changed to write SHUTDOWN events only for PI points that have their
Shutdown attribute set to 0. To change the default behavior, edit the
\PI\dat\Shutdown.dat file, as discussed in PI Server manuals.
SHUTDOWN events to the PI points for this interface. Disabling Shutdown is recommended
when sending data to a Highly Available PI Server Collective. Refer to the Bufserv or
PIBufss manuals for additional information.
Output Points
Output points control the flow of data from the PI Server to any destination that is external to
the PI Server, such as a PLC or a third-party database. For example, to write a value to a
register in a PLC, use an output point. Each interface has its own rules for determining
whether a given point is an input point or an output point. There is no de facto PI point
attribute that distinguishes a point as an input point or an output point.
Outputs are triggered for UniInt-based interfaces. That is, outputs are not scheduled to occur
on a periodic basis. There are two mechanisms for triggering an output.
As of UniInt 3.3.4, event conditions can be placed on triggered outputs. The conditions are
specified using the same event condition keywords in the extended descriptor as described
below. The only difference is that the trigger tag is specified with the SourceTag attribute
instead of with the “event” or “trig” keywords. For output points, event conditions are
specified in the extended descriptor as follows:
event_condition
The keywords in the following table can be used to specify trigger conditions.
Event Description
Condition
Anychange Trigger on any change as long as the value of the current event is different than
the value of the previous event. System digital states also trigger events. For
example, an event will be triggered on a value change from 0 to “Bad Input,” and
an event will be triggered on a value change from “Bad Input” to 0.
Increment Trigger on any increase in value. System digital states do not trigger events.
For example, an event will be triggered on a value change from 0 to 1, but an
event will not be triggered on a value change from “Pt Created” to 0. Likewise,
an event will not be triggered on a value change from 0 to “Bad Input.”
Decrement Trigger on any decrease in value. System digital states do not trigger events.
For example, an event will be triggered on a value change from 1 to 0, but an
event will not be triggered on a value change from “Pt Created” to 0. Likewise,
an event will not be triggered on a value change from 0 to “Bad Input.”
Nonzero Trigger on any non-zero value. Events are not triggered when a system digital
state is written to the trigger tag. For example, an event is triggered on a value
change from “Pt Created” to 1, but an event is not triggered on a value change
from 1 to “Bad Input.”
For trigger method 1, a separate trigger point must be configured. The output point must have
the same point source as the interface. The trigger point can be associated with any point
source, including the point source of the interface. Also, the point type of the trigger point
does not need to be the same as the point type of the output point.
The output point is associated with the trigger point by setting the SourceTag attribute of the
output point equal to the tag name of the trigger point. An output is triggered when a new
value is sent to the Snapshot of the trigger point. The new value does not need to be different
than the previous value that was sent to the Snapshot to trigger an output, but the timestamp
26
of the new value must be more recent than the previous value. If no error is indicated, then
the value that was sent to the trigger point is also written to the output point. If the output is
unsuccessful, then an appropriate digital state that is indicative of the failure is usually written
to the output point. If an error is not indicated, the output still may not have succeeded
because the interface may not be able to tell with certainty that an output has failed.
Trigger Method 2
For trigger method 2, a separate trigger point is not configured. To trigger an output, write a
new value to the Snapshot of the output point itself. The new value does not need to be
different than the previous value to trigger an output, but the timestamp of the new value
must be more recent than the previous value.
Trigger method 2 may be easier to configure than trigger method 1, but trigger method 2 has
a significant disadvantage. If the output is unsuccessful, there is no tag to receive a digital
state that is indicative of the failure, which is very important for troubleshooting.
Quality Points
Quality tags are declared by setting the tag’s Location3 field to a 1. An input tag can then
specify this quality tag in its SourceTag field. When data is sent from the SBP, its quality is
then written to this quality tag.
Quality tags must be of Digital data type. Also, the DigitalSet field of a quality tag must
match the digital set created for qualities as described above. Failure to meet these
requirements will cause the quality tag to report erroneous data.
Watchdog Points
A watchdog tag is used as a software “heartbeat.” It creates a timer in the local status server
set for a 60-second timeout.
For the tag to function correctly it needs two things. The first is a service name to use as the
destination. This is specified in the tag’s InstrumentTag field. On startup, the interface will
create a service in the local status server using the name given in this field. The second thing
the tag needs is a heartbeat interval. Location4 corresponds with the desired heartbeat
interval. See the description of Location4 above for a detailed explanation of specifying
heartbeat intervals.
While operational, the tag automatically sets the timer to 60 seconds at the interval given in
Location4. Therefore, the interval referenced by Location4 should be considerably less than
60 seconds. In the event that the interface fails to reset the timer before the 60-second time
limit, an alarm will be raised in the newly created service.
The actual value stored in the PI tag when it is fully operational is the digital state Good.
Should the target SBP item become unreachable, the digital state I/O Timeout is written to
the watchdog tag.
While the watchdog tag is operational, one can view the current state of the timer by
subscribing to the SBP item ServiceName.time left. However, you must ensure that this
subscription does not occur before the service is created. Failure to meet this requirement
would cause the subscription attempt to fail.
Command-line parameters can begin with a / or with a -. For example, the /ps=M and
-ps=M command-line parameters are equivalent.
For Windows, command file names have a .bat extension. The Windows continuation
character (^) allows for the use of multiple lines for the startup command. The maximum
length of each line is 1024 characters (1 kilobyte). The number of parameters is unlimited,
and the maximum length of each parameter is 1024 characters.
The PI Interface Configuration Utility (PI ICU) provides a tool for configuring the interface
startup command file.
The PI Interface Configuration Utility provides a graphical user interface for configuring PI
interfaces. If the interface is configured by the PI ICU, the batch file of the interface
(maxDNA.bat) will be maintained by the PI ICU and all configuration changes will be kept
in that file and the module database. The procedure below describes the necessary steps for
using PI ICU to configure the maxDNA interface.
From the PI ICU menu, select Interface, then NewWindows Interface Instance from EXE...,
and then Browse to the maxDNA.exe executable file. Then, enter values for Host PI System,
Point Source, and Interface ID#. A window such as the following results:
Interface name as displayed in the ICU (optional) will have PI- pre-pended to this name and
it will be the display name in the services menu.
Click Add.
The following message should appear:
Note that in this example the Host PI Server is w2003hrmsingle. To configure the interface to
communicate with a remote PI Server, select Connections…from the PI ICU Interface menu
and select the default server. If the remote node is not present in the list of servers, it can be
added.
Once the interface is added to PI ICU, near the top of the main PI ICU screen, the interface
Type should be maxDNA. If not, use the drop-down box to change the interface Type to be
maxDNA.
Click on Apply to enable the PI ICU to manage this instance of the maxDNA interface.
30
The next step is to make selections in the interface-specific page (that is, “maxDNA”) that
allows you to enter values for the startup parameters that are particular to the maxDNA
interface.
Since the maxDNA interface is a UniInt-based interface, in some cases the user will need to
make appropriate selections in the UniInt page. This page allows the user to access UniInt
features through the PI ICU and to make changes to the behavior of the interface.
PI Interface for Metso maxDNA 31
Startup Command File
To set up the interface as a Windows Service, use the Service page. This page allows
configuration of the interface to run as a service as well as to starting and stopping of the
interface service. The interface can also be run interactively from the PI ICU. To do that,
select Start Interactive on the Interface menu.
For more detailed information on how to use the above-mentioned and other PI ICU pages
and selections, please refer to the PI Interface Configuration Utility user guide. The next
section describes the selections that are available from the maxDNA page. Once selections
have been made on the PI ICU GUI, press the Apply button in order for PI ICU to make these
changes to the interface’s startup file.
Since the startup file of the maxDNA interface is maintained automatically by the PI ICU,
use the maxDNA page to configure the startup parameters and do not make changes in the file
manually. The following is the description of interface configuration parameters used in the
PI ICU Control and corresponding manual parameters.
maxDNA
The PI Interface for Metso maxDna – ICU Control has 2 sections. A yellow text box indicates
that an invalid value has been entered or that a required value has not been entered.
32
Time to Wait Between Unsuccessful Subscription Attempts
This field specifies the amount of time (in seconds) the interface should wait between
unsuccessful subscription attempts. Setting this too low will cause unnecessary network
traffic and will use more processor time
Logging section
Log File
This field is used to specify the name and location of the logging file. Clicking the Browse
button displays a dialog box that you can use to browse to an existing or create a new logging
file.
Logging detail
This combo box is used to configure the detail in logging occurs. The available selections are:
Low
Medium
High
None
Maximum
Build Tags
This section allows the logging control tags to be created if they do not already exist or
deleted if they do exist. Select the desired tag and then click Build or Delete next to the tag.
Write Values to PI
This section allows the logging options to be controlled via the logging control tags. Select
the logging tag to be modified and the select the desired value via the combo box and then
click the Write to PI button on the right.
Additional Parameters
This section is provided for any additional parameters that the current ICU Control does not
support.
Note: The UniInt Interface User Manual includes details about other command-line
parameters, which may be useful.
34
Command-line Parameters
Parameter Description
/CacheMode Required for disconnected startup operation. If defined, the
Required when using /CacheMode startup parameter indicates that the interface will
disconnected startup be configured to utilize the disconnected startup feature.
Default: Not Defined
/CachePath=path Used to specify a directory in which to create the point caching
Optional files. The directory specified must already exist on the target
machine. By default, the files are created in the same location as
Default: Not Defined
the interface executable.
If the path contains any spaces, enclose the path in quotes.
Examples:
/CachePath=D:\PIPC\Interfaces\CacheFiles
/CachePath=D:/PIPC/Interfaces/CacheFiles
/CachePath=D:/PIPC/Interfaces/CacheFiles/
Parameter Description
/ec=# The first instance of the /ec parameter on the command-line is
Optional used to specify a counter number, #, for an I/O Rate point. If the #
is not specified, then the default event counter is 1. Also, if the /ec
parameter is not specified at all, there is still a default event
counter of 1 associated with the interface. If there is an I/O Rate
point that is associated with an event counter of 1, every interface
that is running without /ec=# explicitly defined will write to the
same I/O Rate point. Either explicitly define an event counter other
than 1 for each instance of the interface or do not associate any I/O
Rate points with event counter 1. Configuration of I/O Rate points
is discussed in the section called I/O Rate Point.
For interfaces that run on Windows nodes, subsequent instances
of the /ec parameter may be used by specific interfaces to keep
track of various input or output operations. Subsequent instances
of the /ec parameter can be of the form /ec*, where * is any
ASCII character sequence. For example, /ecinput=10,
/ecoutput=11, and /ec=12 are legitimate choices for the
second, third, and fourth event counter strings.
/excmax=# Specifies the maximum exception time, which is the maximum
default: 30 seconds value that a tag’s excmax attribute can be set to in seconds. If the
/excmax parameter is not set, the maximum exception maximum
time is 30 seconds. Consult your Metso Automation representative
for recommendations for exception maximum settings, usually this
value should be 30.
/f=SS.## The /f parameter defines the time period between scans in terms
or of hours (HH), minutes (MM), seconds (SS) and sub-seconds (##).
/f=SS.##,ss.## The scans can be scheduled to occur at discrete moments in time
with an optional time offset specified in terms of hours ( hh),
or
minutes (mm), seconds (ss), and sub-seconds (##). If HH and MM
/f=HH:MM:SS.## are omitted, then the time period that is specified is assumed to be
or in seconds.
/f=HH:MM:SS.##, Each instance of the /f parameter on the command-line defines a
hh:mm:ss.## scan class for the interface. There is no limit to the number of scan
classes that can be defined. The first occurrence of the /f
Required for reading scan- parameter on the command-line defines the first scan class of the
based inputs interface; the second occurrence defines the second scan class,
and so on. PI Points are associated with a particular scan class via
the Location4 PI Point attribute. For example, all PI Points that
have Location4 set to 1 will receive input values at the frequency
defined by the first scan class. Similarly, all points that have
Location4 set to 2 will receive input values at the frequency
specified by the second scan class, and so on.
Two scan classes are defined in the following example:
/f=00:01:00,00:00:05 /f=00:00:07
or, equivalently:
/f=60,5 /f=7
The first scan class has a scanning frequency of 1 minute with an
offset of 5 seconds, and the second scan class has a scanning
frequency of 7 seconds. When an offset is specified, the scans
occur at discrete moments in time according to the formula:
scan times = (reference time) + n(frequency) + offset
where n is an integer and the reference time is midnight on the day
that the interface was started. In the above example, frequency is
60 seconds and offset is 5 seconds for the first scan class. This
means that if the interface was started at 05:06:06, the first scan
would be at 05:07:05, the second scan would be at 05:08:05, and
so on. Since no offset is specified for the second scan class, the
36
Parameter Description
absolute scan times are undefined.
The definition of a scan class does not guarantee that the
associated points will be scanned at the given frequency. If the
interface is under a large load, then some scans may occur late or
be skipped entirely. See the section “Performance Summaries” in
UniInt Interface User Manual.doc for more information on skipped
or missed scans.
Sub-second Scan Classes
Sub-second scan classes can be defined on the command-line,
such as
/f=0.5 /f=00:00:00.1
where the scanning frequency associated with the first scan class
is 0.5 seconds and the scanning frequency associated with the
second scan class is 0.1 of a second.
Similarly, sub-second scan classes with sub-second offsets can be
defined, such as
/f=0.5,0.2 /f=1,0
Wall Clock Scheduling
Scan classes that strictly adhere to wall clock scheduling are now
possible. This feature is available for interfaces that run on
Windows and/or UNIX. Previously, wall clock scheduling was
possible, but not across daylight saving time. For example,
/f=24:00:00,08:00:00 corresponds to 1 scan a day starting
at 8 AM. However, after a Daylight Saving Time change, the scan
would occur either at 7 AM or 9 AM, depending upon the direction
of the time shift. To schedule a scan once a day at 8 AM (even
across daylight saving time), use
/f=24:00:00,00:08:00,L. The ,L at the end of the scan
class tells UniInt to use the new wall clock scheduling algorithm.
/force The /force parameter enabling forced writes to the log file. When
Optional enabled commits all data to the drive after each write (slows the
process significantly).
/host=host:port The /host parameter is used to specify the PI Home node. Host
Required is the IP address of the PI Server node or the domain name of the
PI Server node. Port is the port number for TCP/IP
communication. The port is always 5450. It is recommended to
explicitly define the host and port on the command-line with the
/host parameter. Nevertheless, if either the host or port is not
specified, the interface will attempt to use defaults.
Examples:
Parameter Description
/id=x The /id parameter is used to specify the interface identifier.
Highly Recommended The interface identifier is a string that is no longer than 9
characters in length. UniInt concatenates this string to the header
that is used to identify error messages as belonging to a particular
interface. See Appendix A Error and Informational Messages for
more information.
UniInt always uses the /id parameter in the fashion described
above. This interface also uses the /id parameter to identify a
particular interface instance number that corresponds to an integer
value that is assigned to one of the Location code point attributes,
most frequently Location1. For this interface, use only numeric
characters in the identifier. For example,
/id=1
/L=xxx The /L specifies the file for logging.
Optional If the parameter is not specified, the default log file is used:
“C:\Users\<USERNAME>\AppData\Roaming\MaxDna.log”
/M=# The /M specifies the max log file size in bytes. When the log file
Optional size reach the limit older messages are overwritten.
Default: 50000
/N=x The /N specify how the interface write to the log form the start.
Optional
When the parameter is 1, the new log file is created. When the
Default:1(True)
parameter is 0 log messages are appended to the current file.
/ps=x The /ps parameter specifies the point source for the interface. X
Required is not case sensitive and can be any single/multiple character
string. For example, /ps=P and /ps=p are equivalent. The
length of X is limited to 100 characters by UniInt. X can contain any
character except ‘*’ and ‘?’.
The point source that is assigned with the /ps parameter
corresponds to the PointSource attribute of individual PI Points.
The interface will attempt to load only those PI points with the
appropriate point source.
If the PI API version being used is prior to 1.6.x or the PI Server
version is prior to 3.4.370.x, the PointSource is limited to a single
character unless the SDK is being used.
/s The /s parameter enable screen logging.
Optional
/sio The /sio parameter stands for “suppress initial outputs.” The
Optional parameter applies only for interfaces that support outputs. If the
/sio parameter is not specified, the interface will behave in the
following manner.
When the interface is started, the interface determines the current
Snapshot value of each output tag. Next, the interface writes this
value to each output tag. In addition, whenever an individual output
tag is edited while the interface is running, the interface will write
the current Snapshot value to the edited output tag.
This behavior is suppressed if the /sio parameter is specified on
the command-line. That is, outputs will not be written when the
interface starts or when an output tag is edited. In other words,
when the /sio parameter is specified, outputs will only be written
when they are explicitly triggered.
38
Parameter Description
/stopstat=digstate If /stopstat=digstate is present on the command line, then
or the digital state, digstate, will be written to each PI point when
/stopstat the interface is stopped. For a PI3 Server, digstate must be in
the system digital state table. . UniInt will use the first occurrence of
digstate found in the table.
/stopstat only is
If the /stopstat parameter is present on the startup command
equivalent to
line, then the digital state Intf Shut will be written to each PI
/stopstat="Intf
point when the interface is stopped.
Shut"
If neither /stopstat nor /stopstat=digstate is specified
on the command line, then no digital states will be written when the
Optional interface is shut down.
Default = no digital state
written at shutdown.
Note: The /stopstat parameter is disabled if the
interface is running in a UniInt failover configuration as
defined in the UniInt Failover Configuration chapter of this
manual. Therefore, the digital state, digstate, will not be
written to each PI point when the interface is stopped. This
prevents the digital state being written to PI points while a
redundant system is also writing data to the same PI points.
The /stopstat parameter is disabled even if there is only
one interface active in the failover configuration.
Examples:
/stopstat=shutdown
/stopstat="Intf Shut"
The entire digstate value must be enclosed within double quotes
when there is a space in digstate.
/subchk=x Specifies the amount of time (in seconds) the interface should wait
default: 30 seconds between unsuccessful subscription attempts. Setting this too low
will cause unnecessary network traffic and will use more processor
time.
/UFO_ID=# Failover ID. This value must be different from the Failover ID of the
other interface in the failover pair. It can be any positive, non-zero
integer.
Required for UniInt
Failover Phase 1 or 2
/UFO_Interval=# Failover Update Interval
Specifies the heartbeat Update Interval in milliseconds and must
Optional be the same on both interface computers.
Default: 1000 for This is the rate at which UniInt updates the Failover Heartbeat tags
Phase 1 Failover as well as how often UniInt checks on the status of the other copy
of the interface.
Default: 5000 for Phase 2
Failover
Parameter Description
/UFO_Sync=path/[fi The Failover File Synchronization file path and optional filename
lename] specify the path to the shared file used for failover synchronization
and an optional filename used to specify a user defined filename in
lieu of the default filename.
Required for UniInt
Failover Phase 2
synchronization. The path to the shared file directory can be a fully qualified
machine name and directory, a mapped drive letter, or a local path
if the shared file is on one of the interface nodes. The path must be
Any valid pathname / any
terminated by a slash ( / ) or backslash ( \ ) character. If no d
valid filename
terminating slash is found, in the /UFO_Sync parameter, the
The default filename is
interface interprets the final character string as an optional
generated as filename.
executablename_pointsour
ce_interfaceID.dat The optional filename can be any valid filename. If the file does not
exist, the first interface to start attempts to create the file.
Note: If using the optional filename, do not supply a terminating
slash or backslash character.
If there are any spaces in the path or filename, the entire path and
filename must be enclosed in quotes.
Note: If you use the backslash and path separators and enclose
the path in double quotes, the final backslash must be a double
backslash (\\). Otherwise the closing double quote becomes part
of the parameter instead of a parameter separator.
Each node in the failover configuration must specify the same path
and filename and must have read, write, and file creation rights to
the shared directory specified by the path parameter.
The service that the interface runs against must specify a valid
logon user account under the “Log On” tab for the service
properties.
/UFO_Type=type The Failover Type indicates which type of failover configuration the
interface will run. The valid types for failover are HOT, WARM, and
COLD configurations.
Required for UniInt
Failover Phase 2. If an interface does not supported the requested type of failover,
the interface will shut down and log an error to the pipc.log file
stating the requested failover type is not supported.
/uht_id=# The /uht_id=# command-line parameter is used to specify a
Optional unique ID for interfaces that are run in a redundant mode without
Required if any type of using the UniInt failover mechanism. There are several OSIsoft
failover other than UniInt interfaces that are UniInt based and implement their own version of
Failover Phase 1 or 2 is failover. In order for health tag(s) to be configured to monitor a
supported. single copy of the Interface, an additional parameter is required. If
the /uht_id=# is specified; only health tags with a Location3
value equal to # will be loaded.
40
Sample maxDNA.bat File
The following is an example file:
REM===============================================================
REM
REM maxDNA.bat
REM
REM Sample startup file for the PI Interface for Metso maxDna
REM
REM===============================================================
REM
REM OSIsoft strongly recommends using PI ICU to modify startup files.
REM
REM Sample command line
REM
.\maxDna.exe ^
/PS=MAXDNA ^
/host=localhost:5450 ^
/ID=1 ^
/maxstoptime=120 ^
/sio
REM
REM End of maxDNA.bat File
Introduction
To minimize data loss during a single point of failure within a system, UniInt provides two
failover schemes: (1) synchronization through the data source and (2) synchronization
through a shared file. Synchronization through the data source is Phase 1, and
synchronization through a shared file is Phase 2.
Phase 1 UniInt Failover uses the data source itself to synchronize failover operations and
provides a hot failover, no data loss solution when a single point of failure occurs. For this
option, the data source must be able to communicate with and provide data for two interfaces
simultaneously. Additionally, the failover configuration requires the interface to support
outputs.
Phase 2 UniInt Failover uses a shared file to synchronize failover operations and provides for
hot, warm, or cold failover. The Phase 2 hot failover configuration provides a no data loss
solution for a single point of failure similar to Phase 1. However, in warm and cold failover
configurations, you can expect a small period of data loss during a single point of failure
transition.
You can also configure UniInt failover to send data to a High Availability (HA) PI Server
collective. The collective provides redundant PI Servers to allow for the uninterrupted
collection and presentation of PI time series data. In an HA configuration, PI Servers can be
taken down for maintenance or repair. The HA PI Server collective is described in the High
Availability Administrator Guide.
When configured for UniInt failover, the interface routes all PI data through a state machine.
The state machine determines whether to queue data or send it directly to PI depending on the
current state of the interface. When the interface is in the active state, data sent through the
interface gets routed directly to PI. In the backup state, data from the interface gets queued
for a short period. Queued data in the backup interface ensures a no-data loss failover under
normal circumstances for Phase 1 and for the hot failover configuration of Phase 2. The same
algorithm of queuing events while in backup is used for output data.
Quick Overview
The Quick Overview below may be used to configure this interface for failover. The failover
configuration requires the two copies of the interface participating in failover be installed on
different nodes. Users should verify non-failover interface operation as discussed in the
Installation Checklist chapter of this manual prior to configuring the interface for failover
operations. If you are not familiar with UniInt failover configuration, return to this section
after reading the rest of the UniInt Failover Configuration chapter in detail. If a failure occurs
at any step below, correct the error and start again at the beginning of step 6 Test in the table
below. For the discussion below, the first copy of the interface configured and tested will be
considered the primary interface and the second copy of the interface configured will be the
backup interface.
Configuration
One Data Source
Two Interfaces
Prerequisites
Interface 1 is the primary interface for collection of PI data from the data source.
Interface 2 is the backup interface for collection of PI data from the data source.
You must setup a shared file if using Phase 2 failover..
Phase 2: The shared file must store data for five failover tags:
(1) Active ID.
(2) Heartbeat 1.
(3) Heartbeat 2.
(4) Device Status 1.
(5) Device Status 2.
Each interface must be configured with two required failover command line
parameters: (1) its FailoverID number (/UFO_ID); (2) the FailoverID number of its
backup interface (/UFO_OtherID). You must also specify the name of the PI Server
host for exceptions and PI tag updates.
All other configuration parameters for the two interfaces must be identical.
44
Synchronization through a Shared File (Phase 2)
Data register 0
. DataSource
. DCS/PLC/Data Server
.
Data register n
Process Network
FileSvr
IF-Node1 IF-Node2
.\UFO\Intf_PS_1.dat PI-Interface.exe
PI-Interface.exe
/host=PrimaryPI /host=SecondaryPI
/UFO_ID=1 /UFO_ID=2
/UFO_OTHERID=2 /UFO_OTHERID=1
/UFO_TYPE=HOT /UFO_TYPE=HOT
/UFO_SYNC=\\FileSvr\UFO\Intf_PS_1.dat /UFO_SYNC=\\FileSvr\UFO\Intf_PS_1.dat
Business Network
The Phase 2 failover architecture is shown in Figure 2 which depicts a typical network setup
including the path to the synchronization file located on a File Server (FileSvr). Other
configurations may be supported and this figure is used only as an example for the following
discussion.
For a more detailed explanation of this synchronization method, see Detailed Explanation of
Synchronization through a Shared File (Phase 2)
46
Step Description
5. Test the configuration.
After configuring the shared file and the interface and PI tags, the interface should be
ready to run.
See Troubleshooting UniInt Failover for help resolving Failover issues.
1. Start the primary interface interactively without buffering.
2. Verify a successful interface start by reviewing the pipc.log file. The log file will
contain messages that indicate the failover state of the interface. A successful start
with only a single interface copy running will be indicated by an informational
message stating “UniInt failover: Interface in the “Primary”
state and actively sending data to PI. Backup interface
not available.” If the interface has failed to start, an error message will appear
in the log file. For details relating to informational and error messages, refer to the
Messages section below.
3. Verify data on the PI Server using available PI tools.
The Active ID control tag on the PI Server must be set to the value of
the running copy of the interface as defined by the /UFO_ID startup
command-line parameter.
The Heartbeat control tag on the PI Server must be changing values at
a rate specified by the /UFO_Interval startup command-line
parameter.
4. Stop the primary interface.
5. Start the backup interface interactively without buffering. Notice that this copy will
become the primary because the other copy is stopped.
6. Repeat steps 2, 3, and 4.
7. Stop the backup interface.
8. Start buffering.
9. Start the primary interface interactively.
10. Once the primary interface has successfully started and is collecting data, start the
backup interface interactively.
11. Verify that both copies of the interface are running in a failover configuration.
Review the pipc.log file for the copy of the interface that was started
first. The log file will contain messages that indicate the failover state of
the interface. The state of this interface must have changed as
indicated with an informational message stating “UniInt failover:
Interface in the “Primary” state and actively sending
data to PI. Backup interface available.” If the interface
has not changed to this state, browse the log file for error messages.
For details relating to informational and error messages, refer to the
Messages section below.
Review the pipc.log file for the copy of the interface that was started
last. The log file will contain messages that indicate the failover state of
the interface. A successful start of the interface will be indicated by an
informational message stating “UniInt failover: Interface in
the “Backup” state.” If the interface has failed to start, an error
message will appear in the log file. For details relating to informational
and error messages, refer to the Messages section below.
12. Verify data on the PI Server using available PI tools.
The Active ID control tag on the PI Server must be set to the value of
the running copy of the interface that was started first as defined by the
/UFO_ID startup command-line parameter.
The Heartbeat control tags for both copies of the interface on the PI
Step Description
Server must be changing values at a rate specified by the
/UFO_Interval startup command-line parameter or the scan class
which the points have been built against.
13. Test Failover by stopping the primary interface.
14. Verify the backup interface has assumed the role of primary by searching the
pipc.log file for a message indicating the backup interface has changed to the
“UniInt failover: Interface in the “Primary” state and
actively sending data to PI. Backup interface not
available.” The backup interface is now considered primary and the previous
primary interface is now backup.
15. Verify no loss of data in PI. There may be an overlap of data due to the queuing of
data. However, there must be no data loss.
16. Start the backup interface. Once the primary interface detects a backup interface, the
primary interface will now change state indicating “UniInt failover:
Interface in the “Primary” state and actively sending
data to PI. Backup interface available.” In the pipc.log file.
17. Verify the backup interface starts and assumes the role of backup. A successful start
of the backup interface will be indicated by an informational message stating
“UniInt failover: Interface in “Backup state.” Since this is the
initial state of the interface, the informational message will be near the beginning of
the start sequence of the pipc.log file.
18. Test failover with different failure scenarios (e.g. loss of PI connection for a single
interface copy). UniInt failover guarantees no data loss with a single point of failure.
Verify no data loss by checking the data in PI and on the data source.
19. Stop both copies of the interface, start buffering, start each interface as a service.
20. Verify data as stated above.
21. To designate a specific interface as primary. Set the Active ID point on the Data
Source Server of the desired primary interface as defined by the /UFO_ID startup
command-line parameter.
48
Configuring UniInt Failover through a Shared File (Phase 2)
Start-Up Parameters
The following table lists the start-up parameters used by UniInt Failover Phase 2. All of the
parameters are required except the /UFO_Interval startup parameter. See the table below
for further explanation.
Parameter Required/ Description Value/Default
Optional
/UFO_ID=# Required Failover ID for IF-Node1 Any positive, non-
This value must be different from zero integer / 1
the failover ID of IF-Node2.
Required Failover ID for IF-Node2 Any positive, non-
This value must be different from zero integer / 2
the failover ID of IF-Node1.
/UFO_OtherID=# Required Other Failover ID for IF-Node1 Same value as
The value must be equal to the Failover ID for
Failover ID configured for the IF-Node2 / 2
interface on IF-Node2.
Required Other Failover ID for IF-Node2 Same value as
The value must be equal to the Failover ID for
Failover ID configured for the IF-Node1 / 1
interface on IF-Node1.
/UFO_Sync= Required for The Failover File Synchronization Any valid pathname /
path/[filename] Phase 2 file path and optional filename any valid filename
synchronization specify the path to the shared file The default filename
used for failover synchronization is generated as
and an optional filename used to executablename_
specify a user defined filename in pointsource_
lieu of the default filename.
interfaceID.dat
The path to the shared file
directory can be a fully qualified
machine name and directory, a
mapped drive letter, or a local path
if the shared file is on one of the
interface nodes. The path must be
terminated by a slash ( / ) or
backslash ( \ ) character. If no
terminating slash is found, in the
/UFO_Sync parameter, the
interface interprets the final
character string as an optional
filename.
The optional filename can be any
valid filename. If the file does not
50
Parameter Required/ Description Value/Default
Optional
/Host=server Required Host PI Server for exceptions and For IF-Node1
PI point updates PrimaryPI / None
The value of the /Host startup For IF-Node2
parameter depends on the SecondaryPI / None
PI Server configuration. If the
PI Server is not part of a collective,
the value of /Host must be
identical on both interface
computers.
If the redundant interfaces are
being configured to send data to a
PI Server collective, the value of
the /Host parameters on the
different interface nodes should
equal to different members of the
collective.
This parameter ensures that
outputs continue to be sent to the
data source if one of the
PI Servers becomes unavailable
for any reason.
The following table describes the points that are required to manage failover. In Phase 2
Failover, these points are located in a data file shared by the primary and backup interfaces.
OSIsoft recommends that you locate the shared file on a dedicated server that has no other
role in data collection. This avoids potential resource contention and processing degradation
if your system monitors a large number of data points at a high frequency.
Point Description Value / Default
ActiveID Monitored by the interfaces to determine which From 0 to the highest
interface is currently sending data to PI. interface Failover ID
ActiveID must be initialized so that when the number / None)
interfaces read it for the first time, it is not an Updated by the
error. redundant interfaces
ActiveID can also be used to force failover. For Can be changed
example, if the current primary is IF-Node 1 and manually to initiate a
ActiveID is 1, you can manually change manual failover
ActiveID to 2. This causes the interface at IF-
Node2 to transition to the primary role and the
interface at IF-Node1 to transition to the backup
role.
Heartbeat 1 Updated periodically by the interface on Values range between
IF-Node1. The interface on IF-Node2 monitors 0 and 31 / None
this value to determine if the interface on Updated by the
IF-Node1 has become unresponsive. interface on IF-Node1
Heartbeat 2 Updated periodically by the interface on IF- Values range between
Node2. The interface on IF-Node1 monitors this 0 and 31 / None
value to determine if the interface on IF-Node2 Updated by the
has become unresponsive. interface on IF-Node2
PI Tags
The following tables list the required UniInt Failover Control PI tags, the values they will
receive, and descriptions.
52
Attribute Primary Backup
PointType digital digital
Shutdown 0 0
Step 1 1
The following table describes the extended descriptor for the above PI tags in more detail.
PI Tag ExDesc Required / Description Value
Optional
[UFO2_ACTIVEID] Required Active ID tag 0 – highest
The ExDesc must start with the Interface Failover
case sensitive string: ID
[UFO2_ACTIVEID]. Updated by the
The PointSource must match the redundant
interfaces’ Pointsource. interfaces
Location1 must match the ID for the
interfaces.
Location5 is the COLD failover retry
interval in minutes. This can be
used to specify how long before an
interface retries to connect to the
device in a COLD failover
configuration. (See the description
of COLD failover retry interval for a
detailed explanation.)
[UFO2_HEARTBEAT:#] Required Heartbeat 1 Tag 0 – 31 / None
(IF-Node1) The ExDesc must start with the Updated by the
case sensitive string: interface on
[UFO2_HEARTBEAT:#] IF-Node1
The number following the colon (:)
must be the Failover ID for the
interface running on IF-Node1.
The PointSource must match the
interfaces’ PointSource.
Location1 must match the ID for the
interfaces.
[UFO2_HEARTBEAT:#] Required Heartbeat 2 Tag 0 – 31 / None
(IF-Node2) The ExDesc must start with the Updated by the
case sensitive string: interface on
[UFO2_HEARTBEAT:#] IF-Node2
The number following the colon (:)
must be the Failover ID for the
interface running on IF-Node2.
The pointsource must match the
interfaces’ point source.
Location1 must match the id for the
interfaces.
54
PI Tag ExDesc Required / Description Value
Optional
interface is running but cannot
communicate with the data source.
2 = Backup No PI Connection: The
interface is running and connected
to the data source but has lost its
communication to the PI Server.
3 = Backup: The interface is
running and collecting data
normally and is ready to take over
as primary if the primary interface
shuts down or experiences
problems.
4 = Transition: The interface stays
in this state for only a short period
of time. The transition period
prevents thrashing when more than
one interface attempts to assume
the role of primary interface.
5 = Primary: The interface is
running, collecting data and
sending the data to PI.
[UFO2_STATE:#] Optional State 2 Tag Normally updated
(IF-Node2) The ExDesc must start with the by the interface
case sensitive string: currently in the
[UFO2_STATE:#] Primary state.
The number following the colon (:) Values range
must be the Failover ID for the between 0 and 5.
interface running on IF-Node2 See description of
State 1 tag.
The failover state tag is
recommended.
Data register 0
. DataSource
. DCS/PLC/Data Server
.
Data register n
Process Network
FileSvr
IF-Node1 IF-Node2
.\UFO\Intf_PS_1.dat PI-Interface.exe
PI-Interface.exe
/host=PrimaryPI /host=SecondaryPI
/UFO_ID=1 /UFO_ID=2
/UFO_OTHERID=2 /UFO_OTHERID=1
/UFO_TYPE=HOT /UFO_TYPE=HOT
/UFO_SYNC=\\FileSvr\UFO\Intf_PS_1.dat /UFO_SYNC=\\FileSvr\UFO\Intf_PS_1.dat
Business Network
The figure above shows a typical network setup in the normal or steady state. The solid
magenta lines show the data path from the interface nodes to the shared file used for failover
synchronization. The shared file can be located anywhere in the network as long as both
interface nodes can read, write, and create the necessary file on the shared file machine.
OSIsoft strongly recommends that you put the file on a dedicated file server that has no other
role in the collection of data.
The major difference between synchronizing the interfaces through the data source (Phase 1)
and synchronizing the interfaces through the shared file (Phase 2) is where the control data is
located. When synchronizing through the data source, the control data is acquired directly
from the data source. We assume that if the primary interface cannot read the failover control
56
points, then it cannot read any other data. There is no need for a backup communications path
between the control data and the interface.
When synchronizing through a shared file, however, we cannot assume that loss of control
information from the shared file implies that the primary interface is down. We must account
for the possible loss of the path to the shared file itself and provide an alternate control path
to determine the status of the primary interface. For this reason, if the shared file is
unreachable for any reason, the interfaces use the PI Server as an alternate path to pass
control data.
When the backup interface does not receive updates from the shared file, it cannot tell
definitively why the primary is not updating the file, whether the path to the shared file is
down, whether the path to the data source is down, or whether the interface itself is having
problems. To resolve this uncertainty, the backup interface uses the path to the PI Server to
determine the status of the primary interface. If the primary interface is still communicating
with the PI Server, than failover to the backup is not required. However, if the primary
interface is not posting data to the PI Server, then the backup must initiate failover operations.
The primary interface also monitors the connection with the shared file to maintain the
integrity of the failover configuration. If the primary interface can read and write to the
shared file with no errors but the backup control information is not changing, then the backup
is experiencing some error condition. To determine exactly where the problem exists, the
primary interface uses the path to PI to establish the status of the backup interface. For
example, if the backup interface controls indicate that it has been shutdown, it may have been
restarted and is now experiencing errors reading and writing to the shared file. Both primary
and backup interfaces must always check their status through PI to determine if one or the
other is not updating the shared file and why.
Steady state operation is considered the normal operating condition. In this state, the primary
interface is actively collecting data and sending its data to PI. The primary interface is also
updating its heartbeat value; monitoring the heartbeat value for the backup interface,
checking the active ID value, and checking the device status for the backup interface every
failover update interval on the shared file. Likewise, the backup interface is updating its
heartbeat value; monitoring the heartbeat value for the primary interface, checking the active
ID value, and checking the device status for the primary interface every failover update
interval on the shared file. As long as the heartbeat value for the primary interface indicates
that it is operating properly, the ActiveID has not changed, and the device status on the
primary interface is good, the backup interface will continue in this mode of operation.
An interface configured for hot failover will have the backup interface actively collecting and
queuing data but not sending that data to PI. An interface for warm failover in the backup role
is not actively collecting data from the data source even though it may be configured with PI
tags and may even have a good connection to the data source. An interface configured for
cold failover in the backup role is not connected to the data source and upon initial startup
will not have configured PI tags.
The interaction between the interface and the shared file is fundamental to failover. The
discussion that follows only refers to the data written to the shared file. However, every value
written to the shared file is echoed to the tags on the PI Server. Updating of the tags on the
PI Server is assumed to take place unless communication with the PI Server is interrupted.
The updates to the PI Server will be buffered by bufserv or BufSS in this case.
In a hot failover configuration, each interface participating in the failover solution will queue
three failover intervals worth of data to prevent any data loss. When a failover occurs, there
may be a period of overlapping data for up to 3 intervals. The exact amount of overlap is
determined by the timing and the cause of the failover and may be different every time. Using
the default update interval of 5 seconds will result in overlapping data between 0 and 15
seconds. The no data loss claim for hot failover is based on a single point of failure. If both
interfaces have trouble collecting data for the same period of time, data will be lost during
that time.
As mentioned above, each interface has its own heartbeat value. In normal operation, the
Heartbeat value on the shared file is incremented by UniInt from 1 – 15 and then wraps
around to a value of 1 again. UniInt increments the heartbeat value on the shared file every
failover update interval. The default failover update interval is 5 seconds. UniInt also reads
the heartbeat value for the other interface copy participating in failover every failover update
interval. If the connection to the PI Server is lost, the value of the heartbeat will be
incremented from 17 – 31 and then wrap around to a value of 17 again. Once the connection
to the PI Server is restored, the heartbeat values will revert back to the 1 – 15 range. During a
normal shutdown process, the heartbeat value will be set to zero.
During steady state, the ActiveID will equal the value of the failover ID of the primary
interface. This value is set by UniInt when the interface enters the primary state and is not
updated again by the primary interface until it shuts down gracefully. During shutdown, the
primary interface will set the ActiveID to zero before shutting down. The backup interface
has the ability to assume control as primary even if the current primary is not experiencing
problems. This can be accomplished by setting the ActiveID tag on the PI Server to the
ActiveID of the desired interface copy.
As previously mentioned, in a hot failover configuration the backup interface actively collects
data but does not send its data to PI. To eliminate any data loss during a failover, the backup
interface queues data in memory for three failover update intervals. The data in the queue is
continuously updated to contain the most recent data. Data older than three update intervals is
discarded if the primary interface is in a good status as determined by the backup. If the
backup interface transitions to the primary, it will have data in its queue to send to PI. This
queued data is sent to PI using the same function calls that would have been used had the
interface been in a primary state when the function call was received from UniInt. If UniInt
receives data without a timestamp, the primary copy uses the current PI time to timestamp
data sent to PI. Likewise, the backup copy timestamps data it receives without a timestamp
with the current PI time before queuing its data. This preserves the accuracy of the
timestamps.
58
Failover Configuration Using PI ICU
The use of the PI ICU is the recommended and safest method for configuring the interface for
UniInt failover. With the exception of the notes described in this section, the interface shall
be configured with the PI ICU as described in the Configuring the Interface with PI ICU
section of this manual.
Note: With the exception of the /UFO_ID and /UFO_OtherID startup command-
line parameters, the UniInt failover scheme requires that both copies of the interface
have identical startup command files. This requirement causes the PI ICU to
produce a message when creating the second copy of the interface stating that the
“PS/ID combo already in use by the interface” as shown in Figure 2 below. Ignore
this message and click the Add button.
Figure 2: PI ICU configuration screen shows that the “PS/ID combo is already in use by
the interface.” The user must ignore the yellow boxes, which indicate errors, and click the
Add button to configure the interface for failover.
and /UFO_OtherID parameters are required for the interface to operate in a failover
configuration, but the /UFO_Interval is optional. Each of these parameters is described in
detail in Configuring UniInt Failover through a Shared File (Phase 2) section and Start-Up
Parameters
Figure 3: The figure above illustrates the PI ICU failover configuration screen showing
the UniInt failover startup parameters (Phase 2). This copy of the interface defines its
Failover ID as 2 (/UFO_ID=2) and the other Interfaces Failover ID as 1
(/UFO_OtherID=1). The other failover interface copy must define its Failover ID as 1
(/UFO_ID=1) and the other Interface Failover ID as 2 (/UFO_OtherID=2) in its ICU
failover configuration screen. It also defines the location and name of the
synchronization file as well as the type of failover as COLD.
To use the UniInt Failover page to create the UFO_State digital state set, right-click on any
of the failover tags in the tag list and then click the Create UFO_State Digital Set on Server
60
XXXXXX… command, where XXXXXX is the PI Server where the points will be or are
created.
This command will be unavailable if the UFO_State digital state set already exists on the
XXXXXX PI Server.
Optionally the Export UFO_State Digital Set (.csv) command on the shortcut menu can be
selected to create a comma-separated file to be imported via the System Management Tools
(SMT3) (version 3.0.0.7 or higher) or use the
UniInt_Failover_DigitalSet_UFO_State.csv file included in the installation kit.
The procedure below outlines the steps necessary to create a digital set on a PI Server using
the Import from File command found in the SMT3 application. The procedure assumes the
user has a basic understanding of the SMT3 application.
1. Open the SMT3 application.
2. Select the appropriate PI Server from the PI Servers window. If the desired server is
not listed, add it using the PI Connection Manager. A view of the SMT application is
shown in Figure 4 below.
3. From the System Management Plug-Ins window, expand Points then select
Digital States. A list of available digital state sets will be displayed in the main
window for the selected PI Server. Refer to Figure 4 below.
4. In the main window, right-click on the desired server and select the Import from File
command. Refer to Figure 4 below.
Figure 4: PI SMT application configured to import a digital state set file. The PI Servers
window shows the “localhost” PI Server selected along with the System Management
Plug-Ins window showing the Digital States Plug-In as being selected. The digital state
set file can now be imported by selecting the Import from File command.
5. Navigate to and select the UniInt_Failover_DigitalSet_UFO_State.csv file
for import using the Browse icon on the display. Select the desired Overwrite
Options. Refer to Figure 5 below.
Figure 5: PI SMT application Import Digital Set(s) window. This view shows the
UniInt_Failover_DigitalSet_UFO_State.csv file as being selected for import.
Select the desired Overwrite Options by choosing the appropriate option button.
6. Click on the OK button. Refer to Figure 5 above.
7. The UFO_State digital set is created as shown in Figure 6 below.
62
Figure 6: The PI SMT application showing the UFO_State digital set created on the
“localhost” PI Server.
Creating the UniInt Failover Control and Failover State Tags (Phase 2)
The ICU can be used to create the UniInt Failover Control and State Tags.
To use the ICU Failover page to create these tags simply right click any of the failover tags in
the tag list and click the Create all points (UFO Phase 2) command.
If this menu choice is unavailable, it is because the UFO_State digital state set has not been
created on the PI Server yet. Create UFO_State Digital Set on Server xxxxxxx… on the
shortcut menu can be used to create that digital state set. After this has been done then the
Create all points (UFO Phase2) command should be available.
Once the failover control and failover state tags have been created the Failover page of the
ICU should look similar to the illustration below.
64
Chapter 10. Interface Node Clock
Windows
Make sure that the time and time zone settings on the computer are correct. To confirm, run
the Date/Time applet located in the Windows Control Panel. If the locale where the interface
node resides observes Daylight Saving Time, check the Automatically adjust clock for
daylight saving changes box. For example,
In addition, make sure that the TZ environment variable is not defined. All of the currently
defined environment variables can be viewed by opening a Command Prompt window and
typing set. That is,
C:> set
Confirm that TZ is not in the resulting list. If it is, run the System applet of the Control
Panel, click the Environment Variables button under the Advanced tab, and remove TZ from
the list of environment variables.
The PI Firewall Database and the PI Proxy Database must be configured so that the interface
is allowed to write data to the PI Server. See “Modifying the Firewall Database” and
“Modifying the Proxy Database” in the PI Server manuals.
Note that the Trust Database, which is maintained by the Base Subsystem, replaces the Proxy
Database used prior to PI version 3.3. The Trust Database maintains all the functionality of
the proxy mechanism while being more secure.
See “Trust Login Security” in the chapter “Managing Security” of the PI Server System
Management Guide.
If the interface cannot write data to the PI Server because it has insufficient privileges,
a -10401 error will be reported in the pipc.log file. If the interface cannot send data to a
PI2 Server, it writes a -999 error. See the section Appendix A: Error and Informational
Messages for additional information on error messaging.
See the PI System Management chapter in the PI Server manual for more details on security
configuration.
PI Server v3.2
For PI Server v3.2, the following example demonstrates how to edit the PI Proxy table:
C:\PI\adm> piconfig
@table pi_gen,piproxy
@mode create
@istr host,proxyaccount
piapimachine,piadmin
@quit
In place of piapimachine, put the name of the interface node as it is seen by the PI Server.
68
Chapter 12. Starting / Stopping the Interface on
Windows
This section describes starting and stopping the interface once it has been installed as a
service. See the UniInt Interface User Manual to run the interface interactively.
To start the interface service with PI ICU, use the button on the PI ICU toolbar.
A message will inform the user of the status of the interface service. Even if the message
indicates that the service has started successfully, double check through the Services control
panel applet. Services may terminate immediately after startup for a variety of reasons, and
one typical reason is that the service is not able to find the command-line parameters in the
associated .bat file. Verify that the root name of the .bat file and the .exe file are the same,
and that the .bat file and the .exe file are in the same directory. Further troubleshooting of
services might require consulting the pipc.log file, Windows Event Viewer, or other
sources of log messages. See the section Appendix A: Error and Informational Messages for
additional information.
To stop the interface service with PI ICU, use the button on the PI ICU toolbar.
Buffering refers to an interface node’s ability to temporarily store the data that interfaces
collect and to forward these data to the appropriate PI Servers. OSIsoft strongly recommends
that you enable buffering on your interface nodes. Otherwise, if the interface node stops
communicating with the PI Server, you lose the data that your interfaces collect.
The PI SDK installation kit installs two buffering applications: the PI Buffer Subsystem
(PIBufss) and the PI API Buffer Server (Bufserv). PIBufss and Bufserv are mutually
exclusive; that is, on a particular computer, you can run only one of them at any given time.
If you have PI Servers that are part of a PI collective, PIBufss supports n-way buffering. N-
way buffering refers to the ability of a buffering application to send the same data to each of
the PI Servers in a PI collective. (Bufserv also supports n-way buffering, but OSIsoft
recommends that you run PIBufss instead.)
72
Buffering Application Application Name field for PI Trust
PI Buffer Subsystem PIBufss.exe
PI API Buffer Server APIBE (if the PI API is using 4 character process
names)
APIBUF (if the PI API is using 8 character process
names)
To use a process name greater than 4 characters in length for a trust application name, use the
LONGAPPNAME=1 in the PIClient.ini file.
To select PIBufss as the buffering application, choose Enable buffering with PI Buffer
Subsystem.
To select Bufserv as the buffering application, choose Enable buffering with API Buffer
Server.
If a warning message such as the following appears, click Yes.
Buffering Settings
There are a number of settings that affect the operation of PIBufss and Bufserv. The
Buffering Settings section allows you to set these parameters. If you do not enter values for
these parameters, PIBufss and Bufserv use default values.
PIBufss
For PIBufss, the paragraphs below describe the settings that may require user intervention.
Please contact OSIsoft Technical Support for assistance in further optimizing these and all
remaining settings.
74
Maximum transfer objects
Maximum transfer objects is the maximum number of events that PIBufss sends between
each Send rate pause. The default value is 500. The valid range is 1 to 2,000,000.
Bufserv
For Bufserv, the paragraphs below describe the settings that may require user intervention.
Please contact OSIsoft Technical Support for assistance in further optimizing these and all
remaining settings.
Buffered Servers
The Buffered Servers section allows you to define the PI Servers or PI collective that the
buffering application writes data.
PIBufss
PIBufss buffers data only to a single PI Server or a PI collective. Select the PI Server or the
PI collective from the Buffering to collective/server drop down list box.
The following screen shows that PIBufss is configured to write data to a standalone PI Server
named starlight. Notice that the Replicate data to all collective member nodes check box
is disabled because this PI Server is not part of a collective. (PIBufss automatically detects
whether a PI Server is part of a collective.)
76
The following screen shows that PIBufss is configured to write data to a PI collective named
admiral. By default, PIBufss replicates data to all collective members. That is, it provides n-
way buffering.
You can override this option by not checking the Replicate data to all collective member
nodes check box. Then, uncheck (or check) the PI Server collective members as desired.
Bufserv
Bufserv buffers data to a standalone PI Server, or to multiple standalone PI Servers. (If you
want to buffer to multiple PI Servers that are part of a PI collective, you should use PIBufss.)
If the PI Server to which you want Bufserv to buffer data is not in the Server list, enter its
name in the Add a server box and click the Add Server button. This PI Server name must be
identical to the API Hostname entry:
The following screen shows that Bufserv is configured to write to a standalone PI Server
named etamp390. You use this configuration when all the interfaces on the interface node
write data to etamp390.
The following screen shows that Bufserv is configured to write to two standalone PI Servers,
one named etamp390 and the other one named starlight. You use this configuration
when some of the interfaces on the interface node write data to etamp390 and some write to
starlight.
78
Installing Buffering as a Service
80
PI Interface for Metso maxDNA 81
Chapter 14. Interface Diagnostics Configuration
The PI Point Configuration chapter provides information on building PI points for collecting
data from the device. This chapter describes the configuration of points related to interface
diagnostics.
Note: The procedure for configuring interface diagnostics is not specific to this
interface. Thus, for simplicity, the instructions and screenshots that follow refer to an
interface named ModbusE.
Some of the points that follow refer to a “performance summary interval”. This interval is 8
hours by default. You can change this parameter via the Scan performance summary box in
the UniInt – Debug parameter category page:
You configure one Scan Class Performance Point for each scan class in this interface. From
the ICU, select this interface from the Interface drop-down list and click UniInt-Performance
Points in the parameter category pane:
Right-click the row for a particular Scan Class # to open the shortcut menu:
You need not restart the interface for it to write values to the Scan Class Performance Points.
To see the current values (snapshots) of the Scan Class Performance Points, right-click and
select Refresh Snapshots.
Delete
To delete a Performance Point, right-click the line belonging to the tag to be deleted, and
select Delete.
84
Correct / Correct All
If the “Status” of a point is marked “Incorrect”, the point configuration can be automatically
corrected by ICU by right-clicking on the line belonging to the tag to be corrected, and
selecting Correct. The Performance Points are created with the following PI attribute values.
If ICU detects that a Performance Point is not defined with the following, it will be marked
Incorrect: To correct all points, click Correct All.
The Performance Points are created with the following PI attribute values:
Attribute Details
Tag Tag name that appears in the list box
Point Source Point Source for tags for this interface, as specified on the first tab
Compressing Off
Excmax 0
Descriptor Interface name + “ Scan Class # Performance Point”
Rename
Right-click the line belonging to the tag and select Rename to rename the Performance Point.
Column descriptions
Status
The Status column in the Performance Points table indicates whether the Performance Point
exists for the scan class in the Scan Class # column.
Created – Indicates that the Performance Point does exist
Not Created – Indicates that the Performance Point does not exist
Deleted – Indicates that a Performance Point existed, but was just deleted by the user
Scan Class #
The Scan Class column indicates which scan class the Performance Point in the Tagname
column belongs to. There will be one scan class in the Scan Class column for each scan class
listed in the Scan Classes box on the General page.
Tagname
The Tagname column holds the Performance Point tag name.
PS
This is the point source used for these performance points and the interface.
Location1
This is the value used by the interface for the /ID=# point attribute.
ExDesc
This is the used to tell the interface that these are performance points and the value is used to
corresponds to the /ID=# command line parameter if multiple copies of the same interface
are running on the interface node.
Snapshot
The Snapshot column holds the snapshot value of each Performance Point that exists in PI.
The Snapshot column is updated when the Performance Points page is selected, and when the
interface is first loaded. You may have to scroll to the right to see the snapshots.
After installing the PI Performance Monitor Interface as a service, select this interface
instance from the Interface drop-down list, then click Performance Counters in the parameter
categories pane, and right-click on the row containing the Performance Counters Point you
wish to create. This will open the shortcut menu:
86
Click Create to create the Performance Counters Point for that particular row. Click Create
All to create all the Performance Counters Points listed which have a status of Not Created.
To see the current values (snapshots) of the created Performance Counters Points, right-click
on any row and select Refresh Snapshots.
Note: The PI Performance Monitor Interface – and not this interface – is responsible
for updating the values for the Performance Counters Points in PI. So, make sure
that the PI Performance Monitor Interface is running correctly.
Performance Counters
In the following lists of Performance Counters the naming convention used will be:
“PerformanceCounterName” (.PerformanceCounterPointSuffix)
The tagname created by the ICU for each Performance Counter point is based on the setting
found under the Tools Options Naming Conventions Performance Counter Points.
The default for this is “sy.perf.[machine].[if service] followed by the Performance Counter
Point suffix.
The ICU uses a naming convention such that the tag containing "(Scan Class 1)" (for
example, "sy.perf.etamp390.E1(Scan Class 1).point_count") refers to scan
class 1, “(Scan Class 2)” refers to scan class 2, and so on. The tag containing "(_Total)" refers
to the sum of all scan classes.
Right-click the row for a particular Health Point to display the shortcut menu:
Click Create to create the Health Point for that particular row. Click Create All to create all
the Health Points.
To see the current values (snapshots) of the Health Points, right-click and select Refresh
Snapshots.
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For some of the Health Points described subsequently, the interface updates their values at
each performance summary interval (typically, 8 hours).
[UI_HEARTBEAT]
The [UI_HEARTBEAT] Health Point indicates whether the interface is currently running.
The value of this point is an integer that increments continuously from 1 to 15. After reaching
15, the value resets to 1.
The fastest scan class frequency determines the frequency at which the interface updates this
point:
Fastest Scan Frequency Update frequency
Less than 1 second 1 second
Between 1 and 60 Scan frequency
seconds, inclusive
More than 60 seconds 60 seconds
If the value of the [UI_HEARTBEAT] Health Point is not changing, then this interface is in
an unresponsive state.
[UI_DEVSTAT]
The [UI_DEVSTAT] Health Point provides an indication of the connection status between
the interface and the PLC(s) or PLC gateway. The possible values for this string point are:
“1 | Starting” – The interface remains in this state until it has successfully
collected data from its first scan.
“Good” – This value indicates that the interface is able to connect to all of the devices
referenced in the interface’s point configuration. A value of “Good” does not mean
that all tags are receiving good values, but it is a good indication that there are no
hardware or network problems.
“4 | Intf Shutdown” – The interface has shut down.
The interface updates this point whenever the connection status between the interface and the
PLC(s) or PLC gateway changes.
[UI_SCINFO]
The [UI_SCINFO] Health Point provides scan class information. The value of this point is a
string that indicates
the number of scan classes;
the update frequency of the [UI_HEARTBEAT] Health Point; and
the scan class frequencies
An example value for the [UI_SCINFO] Health Point is:
3 | 5 | 5 | 60 | 120
The interface updates the value of this point at startup and at each performance summary
interval.
[UI_IORATE]
The [UI_IORATE] Health Point indicates the sum of
1. the number of scan-based input values the interface collects before it performs
exception reporting; and
2. the number of event-based input values the interface collects before it performs
exception reporting; and
3. the number of values that the interface writes to output tags that have a SourceTag.
The interface updates this point at the same frequency as the [UI_HEARTBEAT] point. The
value of this [UI_IORATE] Health Point may be zero. A stale timestamp for this point
indicates that this interface has stopped collecting data.
[UI_MSGCOUNT]
The [UI_MSGCOUNT] Health Point tracks the number of messages that the interface has
written to the log file since start-up. In general, a large number for this point indicates that
the interface is encountering problems. You should investigate the cause of these problems by
looking in log messages.
The interface updates the value of this point every 60 seconds. While the interface is running,
the value of this point never decreases.
[UI_POINTCOUNT]
The [UI_POINTCOUNT] Health Point counts number of PI tags loaded by the interface. This
count includes all input, output, and triggered input tags. This count does NOT include any
Interface Health tags or performance points.
The interface updates the value of this point at startup, on change, and at shutdown.
[UI_OUTPUTRATE]
After performing an output to the device, this interface writes the output value to the output
tag if the tag has a SourceTag. The [UI_OUTPUTRATE] Health Point tracks the number of
these values. If there are no output tags for this interface, it writes the System Digital State No
Result to this Health Point.
The interface updates this point at the same frequency as the [UI_HEARTBEAT] point. The
interface resets the value of this point to zero at each performance summary interval.
[UI_OUTPUTBVRATE]
The [UI_OUTPUTBVRATE] Health Point tracks the number of System Digital State values
that the interface writes to output tags that have a SourceTag. If there are no output tags for
this interface, it writes the System Digital State No Result to this Health Point.
The interface updates this point at the same frequency as the [UI_HEARTBEAT] point. The
interface resets the value of this point to zero at each performance summary interval.
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[UI_TRIGGERRATE]
The [UI_TRIGGERRATE] Health Point tracks the number of values that the interface writes
to event-based input tags. If there are no event-based input tags for this interface, it writes the
System Digital State No Result to this Health Point.
The interface updates this point at the same frequency as the [UI_HEARTBEAT] point. The
interface resets the value of this point to zero at each performance summary interval.
[UI_TRIGGERBVRATE]
The [UI_TRIGGERBVRATE] Health Point tracks the number of System Digital State values
that the interface writes to event-based input tags. If there are no event-based input tags for
this interface, it writes the System Digital State No Result to this Health Point.
The interface updates this point at the same frequency as the [UI_HEARTBEAT] point. The
interface resets the value of this point to zero at each performance summary interval.
[UI_SCIORATE]
You can create a [UI_SCIORATE] Health Point for each scan class in this interface. The ICU
uses a tag naming convention such that the suffix “.sc1” (for example,
sy.st.etamp390.E1.Scan Class IO Rate.sc1) refers to scan class 1, “.sc2” refers to
scan class 2, and so on.
A particular scan class’s [UI_SCIORATE] point indicates the number of values that the
interface has collected. If the current value of this point is between zero and the
corresponding [UI_SCPOINTCOUNT] point, inclusive, then the interface executed the scan
successfully. If a [UI_SCIORATE] point stops updating, then this condition indicates that an
error has occurred and the tags for the scan class are no longer receiving new data.
The interface updates the value of a [UI_SCIORATE] point after the completion of the
associated scan.
Although the ICU allows you to create the point with the suffix “.sc0”, this point is not
applicable to this interface.
[UI_SCBVRATE]
You can create a [UI_SCBVRATE] Health Point for each scan class in this interface. The
ICU uses a tag naming convention such that the suffix ".sc1" (for example,
sy.st.etamp390.E1.Scan Class Bad Value Rate.sc1) refers to scan class 1, ".sc2"
refers to scan class 2, and so on.
A particular scan class’s [UI_SCBVRATE] point indicates the number System Digital State
values that the interface has collected.
The interface updates the value of a [UI_SCBVRATE] point after the completion of the
associated scan.
Although the ICU allows you to create the point with the suffix “.sc0”, this point is not
applicable to this interface.
[UI_SCSCANCOUNT]
You can create a [UI_SCSCANCOUNT] Health Point for each scan class in this interface.
The ICU uses a tag naming convention such that the suffix ".sc1" (for example,
PI Interface for Metso maxDNA 95
Interface Diagnostics Configuration
[UI_SCSKIPPED]
You can create a [UI_SCSKIPPED] Health Point for each scan class in this interface. The
ICU uses a tag naming convention such that the suffix ".sc1" (for example,
sy.st.etamp390.E1.Scan Class Scans Skipped.sc1) refers to scan class 1, ".sc2"
refers to scan class 2, and so on.
A particular scan class’s [UI_SCSKIPPED] point tracks the number of scans that the
interface was not able to perform before the scan time elapsed and before the interface
performed the next scheduled scan.
The interface updates the value of this point each time it skips a scan. The value represents
the total number of skipped scans since the previous performance summary interval. The
interface resets the value of this point to zero at each performance summary interval.
Although there is no "Scan Class 0", the ICU allows you to create the point with the suffix
".sc0". This point monitors the total skipped scans for all of the interface’s Scan Classes.
[UI_SCPOINTCOUNT]
You can create a [UI_SCPOINTCOUNT] Health Point for each scan class in this interface.
The ICU uses a tag naming convention such that the suffix ".sc1" (for example,
sy.st.etamp390.E1.Scan Class Point Count.sc1) refers to scan class 1, ".sc2"
refers to scan class 2, and so on.
This Health Point monitors the number of tags in a scan class.
The interface updates a [UI_SCPOINTCOUNT] Health Point when it performs the associated
scan.
Although the ICU allows you to create the point with the suffix ".sc0", this point is not
applicable to this interface.
[UI_SCINSCANTIME]
You can create a [UI_SCINSCANTIME] Health Point for each scan class in this interface.
The ICU uses a tag naming convention such that the suffix ".sc1" (for example,
sy.st.etamp390.E1.Scan Class Scan Time.sc1) refers to scan class 1, ".sc2" refers
to scan class 2, and so on.
A particular scan class's [UI_ SCINSCANTIME] point represents the amount of time (in
milliseconds) the interface takes to read data from the device, fill in the values for the tags,
and send the values to the PI Server.
The interface updates the value of this point at the completion of the associated scan.
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[UI_SCINDEVSCANTIME]
You can create a [UI_SCINDEVSCANTIME] Health Point for each scan class in this
interface. The ICU uses a tag naming convention such that the suffix ".sc1" (for example,
sy.st.etamp390.E1.Scan Class Device Scan Time.sc1) refers to scan class 1,
".sc2" refers to scan class 2, and so on.
A particular scan class's [UI_ SCINDEVSCANTIME] point represents the amount of time (in
milliseconds) the interface takes to read data from the device and fill in the values for the
tags.
The value of a [UI_ SCINDEVSCANTIME] point is a fraction of the corresponding
[UI_SCINSCANTIME] point value. You can use these numbers to determine the percentage
of time the interface spends communicating with the device compared with the percentage of
time communicating with the PI Server.
If the [UI_SCSKIPPED] value is increasing, the [UI_SCINDEVSCANTIME] points along
with the [UI_SCINSCANTIME] points can help identify where the delay is occurring:
whether the reason is communication with the device, communication with the PI Server, or
elsewhere.
The interface updates the value of this point at the completion of the associated scan.
As the preceding picture shows, the ICU suggests an Event Counter number and a Tagname
for the I/O Rate Point. Click the Save button to save the settings and create the I/O Rate point.
Click the Apply button to apply the changes to this copy of the interface.
You need to restart the interface in order for it to write a value to the newly created I/O Rate
point. Restart the interface by clicking the Restart button:
(The reason you need to restart the interface is that the PointSource attribute of an I/O Rate
point is Lab.)
To confirm that the interface recognizes the I/O Rate Point, look in the pipc.log for a
message such as:
PI-ModBus 1> IORATE: tag sy.io.etamp390.ModbusE1 configured.
To see the I/O Rate point’s current value (snapshot), click the Refresh snapshot button:
Event Counter
The Event Counter correlates a tag specified in the iorates.dat file with this copy of the
interface. The command-line equivalent is /ec=x, where x is the same number that is
assigned to a tag name in the iorates.dat file.
Tagname
The tag name listed in the Tagname box is the name of the I/O Rate tag.
Tag Status
The Tag Status box indicates whether the I/O Rate tag exists in PI. The possible states are:
Created – This status indicates that the tag exist in PI
Not Created – This status indicates that the tag does not yet exist in PI
Deleted – This status indicates that the tag has just been deleted
Unknown – This status indicates that the PI ICU is not able to access the PI Server
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In File
The In File box indicates whether the I/O Rate tag listed in the tag name and the event
counter is in the IORates.dat file. The possible states are:
Yes – This status indicates that the tag name and event counter are in the IORates.dat
file
No – This status indicates that the tag name and event counter are not in the
IORates.dat file
Snapshot
The Snapshot column holds the snapshot value of the I/O Rate tag, if the I/O Rate tag exists
in PI. The Snapshot box is updated when the IORate page is selected, and when the interface
is first loaded.
Create/Save
Create the suggested I/O Rate tag with the tag name indicated in the Tagname box. Or Save
any changes for the tag name indicated in the Tagname box.
Delete
Delete the I/O Rate tag listed in the Tagname box.
Rename
Allow the user to specify a new name for the I/O Rate tag listed in the Tagname box.
Add to File
Add the tag to the IORates.dat file with the event counter listed in the Event Counter box.
Search
Allow the user to search the PI Server for a previously defined I/O Rate tag.
If you have used the ICU to configure the PI Interface Status Utility Interface on the PI
Server Node, the ICU allows you to create the appropriate ISU point. Select this interface
from the Interface drop-down list and click Interface Status in the parameter category pane.
Right-click on the ISU tag definition window to open the shortcut menu:
Note: The PI Interface Status Utility Interface – and not this interface – is responsible
for updating the ISU tag. So, make sure that the PI Interface Status Utility Interface is
running correctly.
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Appendix A. Error and Informational Messages
A string NameID is pre-pended to error messages written to the message log. Name is a
non-configurable identifier that is no longer than 9 characters. ID is a configurable identifier
that is no longer than 9 characters and is specified using the /id parameter on the startup
command-line.
Message Logs
The location of the message log depends upon the platform on which the interface is running.
See the UniInt Interface User Manual for more information.
Messages are written to [PIHOME]\dat\pipc.log at the following times.
When the interface starts many informational messages are written to the log. These
include the version of the interface, the version of UniInt, the command-line
parameters used, and the number of points.
As the interface loads points, messages are sent to the log if there are any problems
with the configuration of the points.
If the UniInt /dbUniInt parameter is found in the command-line, then various
informational messages are written to the log file.
Messages
Error Descriptions
On Windows and UNIX, descriptions of system and PI errors can be obtained with the pidiag
utility:
Windows: \PI\adm\pidiag /e error_number
UNIX: /PI/adm/pidiag –e error_number
Informational
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Message 16-May-06 16:37:21
PiMax 1> UniInt failover: Interface in the “Primary” state
and actively sending data to PI. Backup interface
available.
Meaning While in this state, the interface sends data to the PI Server as it is received. This
message also states that the other copy of the interface appears to be ready to take
over the role of primary.
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Errors (Phase 2)
To access the PI SDK settings for this interface, select this interface from the Interface drop-
down list and click UniInt – PI SDK in the parameter category pane.
Disable PI SDK
Select Disable PI SDK to tell the interface not to use the PI SDK. If you want to run the
interface in disconnected startup mode, you must choose this option.
The command line equivalent for this option is /pisdk=0.
Enable PI SDK
Select Enable PI SDK to tell the interface to use the PI SDK. Choose this option if the PI
Server version is earlier than 3.4.370.x or the PI API is earlier than 1.6.0.2, and you want to
use extended lengths for the Tag, Descriptor, ExDesc, InstrumentTag, or PointSource point
attributes. The maximum lengths for these attributes are:
Attribute Enable the Interface to use PI Server earlier than 3.4.370.x or PI
the PI SDK API earlier than 1.6.0.2, without the
use of the PI SDK
Tag 1023 255
Descriptor 1023 26
ExDesc 1023 80
InstrumentTag 1023 32
PointSource 1023 1
However, if you want to run the interface in disconnected startup mode, you must not choose
this option.
The command line equivalent for this option is /pisdk=1.
If a remote maxDNA node becomes inoperable, the tags associated with that node will return
an error code to PI (I/O Timeout), and will not report any future values to PI until the remote
node becomes operable again. Once the remote node is operable, the interface automatically
starts sending data to PI.
Prior to version 1.3, there was an issue with the communication error recovery. The situation
occurred when there was no active DPU. There are several situations where there is no active
DPU.
One situation is when there is only one DPU, and that DPU either fails or is pulled out for
replacement or maintenance. Another situation is when there is more than one DPU, but
backup mode is not enabled. In this case, there may be other DPUs on the network, but they
will not become active because backup mode is not enabled.
Prior to version 1.3, when the DPU once again became available, the interface would not
resume collecting data. This was a subscription issue, and has been corrected in version 1.3.
Appendix D. Troubleshooting
If the interface is behaving in an unexpected manner, check the pipc.log file and the user-
specified log file. (Not all error messages are written to the screen). In general, the user-
specified log file will contain greater detail then the pipc.log file.
Message Logging
The maxDNA interface provides extensive run-time operation logging facilities. The logging
facility provides the following capabilities:
Multiple detail levels: low, medium, high, none, all;
A forced writes option that, when enabled, commits all data to the drive after each
write (slows the process significantly);
A screen logging option that will echo the log entries to the console;
Ability to append or overwrite existing log;
Circular log file format with selectable size; and
A common log file viewer for Windows systems.
All logging tags must be configured as output tags of type Integer. No source point parameter
is required.
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Appendix E. Terminology
To understand this interface manual, you should be familiar with the terminology used in this
document.
Buffering
Buffering refers to an interface node’s ability to store temporarily the data that interfaces
collect and to forward these data to the appropriate PI Servers.
N-Way Buffering
If you have PI Servers that are part of a PI Collective, PIBufss supports n-way buffering.
N-way buffering refers to the ability of a buffering application to send the same data to each
of the PI Servers in a PI Collective. (Bufserv also supports n-way buffering to multiple PI
Servers however it does not guarantee identical archive records since point compressions
attributes could be different between PI Servers. With this in mind, OSIsoft recommends that
you run PIBufss instead.)
ICU
ICU refers to the PI Interface Configuration Utility. The ICU is the primary application that
you use to configure PI interface programs. You must install the ICU on the same computer
on which an interface runs. A single copy of the ICU manages all of the interfaces on a
particular computer.
You can configure an interface by editing a startup command file. However, OSIsoft
discourages this approach. Instead, OSIsoft strongly recommends that you use the ICU for
interface management tasks.
ICU Control
An ICU Control is a plug-in to the ICU. Whereas the ICU handles functionality common to
all interfaces, an ICU Control implements interface-specific behavior.
Interface Node
An interface node is a computer on which
the PI API and/or PI SDK are installed, and
PI Server programs are not installed.
PI API
The PI API is a library of functions that allow applications to communicate and exchange
data with the PI Server. All PI interfaces use the PI API.
PI Collective
A PI Collective is two or more replicated PI Servers that collect data concurrently.
Collectives are part of the High Availability environment. When the primary PI Server in a
collective becomes unavailable, a secondary collective member node seamlessly continues to
collect and provide data access to your PI clients.
PIHOME
PIHOME refers to the directory that is the common location for PI 32-bit client applications.
A typical PIHOME on a 32-bit operating system is C:\Program Files\PIPC.
A typical PIHOME on a 64-bit operating system is C:\Program Files (x86)\PIPC.
PI 32-bit interfaces reside in a subdirectory of the Interfaces directory under PIHOME.
For example, files for the 32-bit Modbus Ethernet Interface are in
[PIHOME]\PIPC\Interfaces\ModbusE.
This document uses [PIHOME] as an abbreviation for the complete PIHOME or PIHOME64
directory path. For example, ICU files in [PIHOME]\ICU.
PIHOME64
PIHOME64 is found only on a 64-bit operating system and refers to the directory that is the
common location for PI 64-bit client applications.
A typical PIHOME64 is C:\Program Files\PIPC.
PI 64-bit interfaces reside in a subdirectory of the Interfaces directory under PIHOME64.
For example, files for a 64-bit Modbus Ethernet Interface would be found in
C:\Program Files\PIPC\Interfaces\ModbusE.
This document uses [PIHOME] as an abbreviation for the complete PIHOME or PIHOME64
directory path. For example, ICU files in [PIHOME]\ICU.
PI Message Log
The PI message log is the file to which OSIsoft interfaces based on UniInt 4.5.0.x and later
write informational, debug and error messages. When a PI interface runs, it writes to the
local PI message log. This message file can only be viewed using the PIGetMsg utility. See
the UniInt Interface Message Logging.docx file for more information on how to access these
messages.
PI SDK
The PI SDK is a library of functions that allow applications to communicate and exchange
data with the PI Server. Some PI interfaces, in addition to using the PI API, require the use of
the PI SDK.
PI Server Node
A PI Server Node is a computer on which PI Server programs are installed. The PI Server
runs on the PI Server Node.
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PI SMT
PI SMT refers to PI System Management Tools. PI SMT is the program that you use for
configuring PI Servers. A single copy of PI SMT manages multiple PI Servers. PI SMT runs
on either a PI Server Node or a interface node.
Pipc.log
The pipc.log file is the file to which OSIsoft applications write informational and error
messages. When a PI interface runs, it writes to the pipc.log file. The ICU allows easy
access to the pipc.log.
Point
The PI point is the basic building block for controlling data flow to and from the PI Server.
For a given timestamp, a PI point holds a single value.
A PI point does not necessarily correspond to a “point” on the foreign device. For example, a
single “point” on the foreign device can consist of a set point, a process value, an alarm limit,
and a discrete value. These four pieces of information require four separate PI points.
Service
A Service is a Windows program that runs without user interaction. A Service continues to
run after you have logged off from Windows. It has the ability to start up when the computer
itself starts up.
The ICU allows you to configure a PI interface to run as a Service.