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PI System Audit including HA (High Availability) Recommendations

Many of our customers PI Systems have progressed from being a system used by few people primarily for troubleshooting to a resource which is bordering on mission critical.

In many cases these systems have had a number of system managers over the years and there is a requirement to ensure that the systems are robust, and that the data is being properly looked after.

In some cases customers have a requirement for high availability, and would like to understand the issues around moving to the new OSIsoft HA platform providing improved data protection through fault-tolerant software delivering interface failover, buffering and server replication
The audit will also detail problems and risks in the current system. In each case the audit will suggest any actions that should be taken and describing the risk and impact that might be incurred as a result.

A healthy PI System with maximum resilience giving greater assurance that data will always be gathered, stored and available to everyone across the organization, thus contributing towards the profitability of the organisation

Outline
The purpose of a PI System Audit is to provide an overview of your PI system including its usage, possible vulnerabilities, and in order to assist future troubleshooting a comprehensive description of the environment in which it operates.

The audit will also detail problems and risks in the current system. In each case the audit will suggest any actions that should be taken and describing the risk and impact that might be incurred as a result.

The audit can be extended to provide a series of recommendations to plan a seamless path to HA (High Availability)

The following shows the content of a typical PI System Audit report.

1 Introduction
1.1 System Overview

2 Environment
2.1 Physical Location
2.1.1 PI-UDS Server
2.1.2 Interface nodes
2.1.3 Clients
2.2 Security
2.3 PI-UDS Server Specification
2.4 PI Interface System Specifications
2.5 Network Connections
2.6 Windows environment

3. PI-UDS System
3.1 Location on Disk
3.2 Archive checks
3.3 Backups
3.4 PI Log Analysis
3.5 Interface 1
3.6 Interface 2
3.7 Interface 3
3.8 PI-to-PI Interfaces
3.9 Security
3.10 PI Tag Points
3.11 Perfromance Equations/Totalisers/PI-ACE

4. Clients

5. Conclusion and Report

6.1 Summary
6.1.1 Current strengths and good practices
6.1.2 Opportunities
6.2 Immediate Actions
6.3 Future Developments

APPENDIX A - Vulnerability Report


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