PI System Health Check Objectives Deliverables The main objectives are to assess The following services are performed: the system health of your PI Pre-visit checklist review; confirmation that all prerequisites are met before proceeding. System™ in a number of categories PI System Health Check in one or more of your selected categories: and provide a plan to remediate any deficiencies. The health check consists of reviewing the installation, configuration, and use of the PI System and its components and to provide a PI System Health Report. The health check is performed on-site by a qualified OSIsoft Field Service Engineer. The scope of this package is limited to a single site and the duration depends on the number of servers involved and the requested health checks. • Security • PI System Usage Assessment • Architecture including High Availability • Hardware Sizing and Future Capacity Planning • Application Performance • Administration Best Practices • Installation and Configuration Best Practices • PI Tag™ Configuration • User and Administrator Pain Points • User and Administrator Training Brief presentation of findings and recommendations at the end of the visit. PI System Health Report: • An architecture diagram of your PI System • Findings related to the selected categories • Steps required to remediate deficiencies in the selected categories where possible • Estimate of OSIsoft services required for remediation where applicable • Summary of recommended OSIsoft training where applicable Limitations The Field Service Engineer shall not be expected to perform any configuration changes or remediations as part of the health check. The Field Service Engineer may perform minor remediations or configuration changes at their discretion with customer approval. Guidance on the implementation of applications and solutions are better suited to our Workshop services. Timeline The assessment process, from ordering to completion, normally takes 2 to 3 weeks Week 1 — Communication of prerequisites. Confirmation of on-site visit dates with OSIsoft. Week 2 — On-site visit or remote health check. Duration depends on the size of the PI System and the categories selected for the health check. Week 3 — Prepare and transmit PI System Health Report. Why Select OSIsoft PI System Field Services Requirements Customer’s technical staff must be available to provide system support (security, Our PI System Field Service network, and control systems). staff work closely with OSIsoft Customer’s technical staff must be available to answer questions about existing data Development, Training, and Technical Support teams to bring unique experience and knowledge of OSIsoft‘s product line to customers’ sites. Most of our Field Service Engineers are Microsoft Certified Professionals. sources. Customer’s application users must to be available to answer questions about existing applications. Customer must provide the list of nodes to be assessed (Data Archive, acquisition nodes, Custom or third party applications, and client nodes). Customer must provide an Active Directory user with sufficient privileges to fully inspect the PI System. Performance monitor tags and PI Interface health points may be created to track and assess PI System performance. Customer must provide a configuration station with the System Management Tools (SMT) and Microsoft® Excel® software. Customer should provide an up-to-date network architecture drawing if possible. Customer must arrange for safety training and any permits required. Customer must provide all special safety equipment as required. Package This package includes several days of OSIsoft field service including report preparation and excluding travel time. The duration depends on the size of the PI System and the categories selected for the health check. Travel and living expenses will be invoiced at cost. For further information, contact your Sales Representative. Part number: SVC-PACK-AUDIT All companies, products, and brands mentioned are trademarks of their respective trademark owners. © Copyright 2017 OSIsoft, LLC | 1600 Alvarado Street, San Leandro, CA 94577 | www.osisoft.com FSSAEN-022117