PI Integrator for Esri® ArcGIS® 2015 User Guide

90 Pages·2017·0.7 MB·English

PI Integrator for Esri® ArcGIS® 2015
User Guide
OSIsoft, LLC
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PI Integrator for Esri® ArcGIS® 2015 User Guide
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Version: 1.2
Published: 01 September 2017
Contents
Welcome...................................................................................................................1
Architecture ...................................................................................................................................................2
Product prerequisites......................................................................................................................................3
Firewall considerations................................................................................................................................5
Features and capabilities.................................................................................................................................5
Esri integration videos online..........................................................................................................................6
Installation and configuration roadmap.......................................................................7
Prepare to install PI Integrator for Esri ArcGIS..............................................................9
Install the Esri Integrator Application Server software...................................................................................10
Configure SSL............................................................................................................................................12
Moving server hardware ................................................................................................................................13
Move the SQL database.............................................................................................................................14
Move the Application Server......................................................................................................................15
Move the Data Relay..................................................................................................................................15
Update the ArcGIS GeoEvent Extension input configuration......................................................................16
Validate the installation.............................................................................................................................16
Administrator configuration......................................................................................17
PI Integrator for Esri ArcGIS Data Relay.........................................................................................................17
Install and configure the on-premises Data Relay.......................................................................................18
Configure PI Coresight server endpoint.........................................................................................................20
Configure ArcGIS Portal Extension for Server endpoint..................................................................................21
Configure ArcGIS GeoEvent Extension endpoint...........................................................................................22
Additional configuration tasks.......................................................................................................................23
Configure a proxy server............................................................................................................................23
User configuration....................................................................................................25
Configure certificates....................................................................................................................................25
Create a service.............................................................................................................................................26
The Services Table view.............................................................................................................................27
View a summary of service connections.....................................................................................................28
Create a layer................................................................................................................................................29
Configure the layer....................................................................................................................................29
Configure the fields....................................................................................................................................30
Specify layer geometry..............................................................................................................................34
The Layers Table view................................................................................................................................34
Run the ArcGIS Feature Service and GeoEvent Processor Configuration Wizard............................................35
ArcGIS Feature Service and GeoEvent Processor Configuration Wizard prerequisites................................35
Step 1: Specify the feature service environment........................................................................................36
Step 2: Create the feature service..............................................................................................................36
Step 3: Configure GeoEvent Extension.......................................................................................................39
Step 4: Configure advanced settings..........................................................................................................40
Custom configuration....................................................................................................................................42
Create the custom connector....................................................................................................................42
Create a GeoEvent definition.....................................................................................................................43
Create the input........................................................................................................................................44
PI Integrator for Esri® ArcGIS® 2015 User Guide iii
Contents
Deleting layers..............................................................................................................................................45
Feature Service environment.....................................................................................................................46
GeoEvent Extension Environment.............................................................................................................46
Confirmation and summary.......................................................................................................................47
Map and layer configuration..................................................................................... 49
Create a map.................................................................................................................................................49
Create a pop-up.............................................................................................................................................50
Create and customize symbols......................................................................................................................50
Configure PI Coresight...................................................................................................................................51
Utilities................................................................................................................... 53
Asset Extractor..............................................................................................................................................53
Run the Asset Extractor.............................................................................................................................53
Desktop version of Asset Extractor................................................................................................................54
Download and extract the program...........................................................................................................55
Run the desktop Asset Extractor................................................................................................................55
Coresight widgets for Esri Operations Dashboard for ArcGIS.........................................................................56
Retrieve and install the Coresight widget add-in........................................................................................56
Install Coresight Widget Add-in to Operations Dashboard for ArcGIS........................................................58
Using the Coresight Widgets.....................................................................................................................60
Security and system administration.......................................................................... 63
Administrator roles and definitions................................................................................................................63
Configure a user............................................................................................................................................63
Data Relay security considerations................................................................................................................64
Troubleshooting...................................................................................................... 65
Problems configuring the Data Relay service.................................................................................................65
Problems when installing the Esri Integrator Application Server....................................................................66
Problems when creating a layer.....................................................................................................................66
Problems publishing to ArcGIS......................................................................................................................66
Problems validating a connection to Esri ArcGIS...........................................................................................68
Problems running the Coresight Widget........................................................................................................70
Monitor data flow into the GeoEvent Extension.............................................................................................73
Data Relay message log.................................................................................................................................73
Esri Integrator Application Server event log...................................................................................................74
View the Integrator Application Server event log.......................................................................................75
Error messages..............................................................................................................................................75
Performance Counters...................................................................................................................................79
Technical support and other resources.......................................................................83
iv PI Integrator for Esri® ArcGIS® 2015 User Guide
Welcome
PI Integrator for Esri® ArcGIS® is a versatile platform that enables real-time geographic data
visualization by connecting your PI System with the Esri ArcGIS Platform. PI Integrator for Esri
ArcGIS combines the "time" aspect of the PI System with the "space" aspect of the Esri ArcGIS
platform to enhance insight over infrastructure processes and increase operational awareness.
PI Integrator for Esri ArcGIS works in conjunction with both Esri ArcGIS server and Esri ArcGIS
Online.
A long-time leader in geographic information systems, Esri powers the creation of data-intense
maps and location-based analytics. Esri's ArcGIS suite of products includes client software for
most common desktop and mobile devices.
OSIsoft is the maker of the PI System, the industry standard for real-time data collection and
time-based analytics. PI supplies data from control systems to operators who monitor the
current status of their assets, and reference a rich, dense history and analytics to explore and
improve their operations.
PI Integrator for Esri ArcGIS is the bridge between the vast raw data and asset information of
the PI System and Esri's powerful mapping capabilities. PI Integrator for Esri ArcGIS functions
as a data provider to the Esri ArcGIS platform, where you can add dynamic features to
functional and geographic maps, and continuously update these features as states, values, and
locations change.
PI Integrator for Esri ArcGIS exposes the full power of the PI System in serving assets for
mapping as features, along with related raw data, aggregates, statistics, and analytics. Related
PI client products allow users to dig deeper into historical data from a map feature to examine
trends leading to an asset's current status.
Esri's ArcGIS GeoEvent Extension for Server (called GeoEvent Extension in this document)
adds additional spatial aggregation and mapping capabilities that allow users to monitor assets
individually or grouped geographically. Together, Esri and OSIsoft's integrated services provide
new ways to monitor assets including heat maps, or alerts and events triggered by movement.
PI Integrator for Esri® ArcGIS® 2015 User Guide 1
Welcome
Architecture
PI Integrator for Esri ArcGIS supplies real-time PI System data together with geo-spatial
context information to the ArcGIS platform. ArcGIS Online and ArcGIS Server enable you to
overlay many different kinds of information on a map.
The PI Integrator for Esri ArcGIS product consists of two main components:
• PI Integrator for Esri ArcGIS Data Relay, which serves real-time data streams to Esri
GeoEvent Extension. The Data Relay is a data client that runs on a computer located within
your corporate network.
• PI Integrator for Esri ArcGIS Application Server, which integrates with the Esri ArcGIS
platform. The Application Server consists of multiple applications to support integration
with ArcGIS, and includes several UI components and client applications.
Esri GeoEvent Extension is an add-on to the ArcGIS server, and enables real-time geospatial
analysis.
Deployment architecture
Terminology
2 PI Integrator for Esri® ArcGIS® 2015 User Guide
Welcome
• PI Integrator for Esri ArcGIS
A new OSIsoft product suite to integrate with Esri's ArcGIS platform, and consisting of
multiple applications to support the integration, including different UI components or client
applications.
• Feature
An item (with a geometry) that represents an asset, a measurement or a series of
measurements. A feature can have attributes that represent values or measurements
associated with the feature.
• Geometry
A geographical location and shape. The simplest geometry would be a point on a map (x,y).
Geometries can be a point, multipoint, polyline polygon, or an extent -- for example, a well, a
series of measurements, or a road.
• Feature Service
Esri technology. A REST (REpresentational State Transfer) service that exposes information
that can be projected onto a map according to Esri specifications. Typically this information
consists of (physical) assets or measurements that contain location information.
• Geographical Coordinate Systems (GCS )
Geographical Coordinate Systems enable every location on the Earth to be specified by a set
of numbers or letters.
About geographic coordinate systems (http://webhelp.esri.com/arcgisdesktop/9.2/
index.cfm?TopicName=About_geographic_coordinate_systems)
• Projected Coordinate System (PCS)
A projected coordinate system is always based on a sphere or spheroid geographic
coordinate system, but defined on a flat, two-dimensional surface. Unlike a geographic
coordinate system, a projected coordinate system has constant lengths, angles, and areas
across the two dimensions.
About projected coordinate systems (http://webhelp.esri.com/arcgisdesktop/9.2/
index.cfm?TopicName=About_projected_coordinate_systems)
Product prerequisites
PI Integrator for Esri ArcGIS requires specific versions of some product components and
supporting software.
PI System components
Certain capabilities of PI Integrator for Esri ArcGIS rely on the latest versions of several OSIsoft
modules. While not necessarily required, it is strongly recommended that customers be on the
following production releases:
• PI Server 2012 or later
PI Integrator for Esri® ArcGIS® 2015 User Guide 3
Welcome
◦ PI Data Archive version 3.4.390 or later
◦ PI AF Server version 2.5 or later (v 2.6 recommended)
• PI Coresight 2013 or later
• PI Integrator for Esri ArcGIS - Application Server
◦ Microsoft Windows Server 2012®, Microsoft Windows Server 2012 R2® or later
◦ Internet Information Services (IIS)® 8.0
◦ Access to a local or remote Microsoft SQL Server 2008 R2® or later
◦ Windows Server machine must be a domain member (same domain as Data Relay
service)
• PI Integrator for Esri ArcGIS - Data Relay service (included in the Data Relay setup kit are
Microsoft .Net Framework 4.5.1 and PI AF SDK version 2.7.5)
◦ Microsoft Windows Server 2008® R2 or later
◦ .NET framework 4.5.1
◦ PI AF SDK version 2.7.5
◦ Windows Server machine must be a domain member (on a domain that trusts the
domain of the Application Server).
Esri ArcGIS Platform components
All Esri components must be version 10.2.2 or later. Those components are:
• ArcGIS for Server (Standard or Advanced Edition)
• ArcGIS GeoEvent Extension for Server
Note:
ArcGIS accounts that are used to create Data Stores in GeoEvent Manager must be
sufficiently privileged to create a hosted feature service. In addition, the Esri
Integrator user must have administrator credentials for ArcGIS GeoEvent Extension in
order to create GEE connectors and services. 1
For a complete experience, we recommend that customers also own:
• ArcGIS for Desktop -or- ArcGIS Pro
• Portal for ArcGIS -or- ArcGIS Online Subscription
• Operations Dashboard for ArcGIS
1 Esri strongly recommends that users who want to integrate the Esri ArcGIS GeoEvent Extension for Server and Portal for ArcGIS in
the same environment use only the most recent release of the ArcGIS product. The integration of GeoEvent Extension for Server with
Portal for ArcGIS is not supported prior to the 10.4 product release. Integration with a 10.3.x product release of ArcGIS for Server,
GeoEvent Extension for Server, Portal for ArcGIS, and the PI Integrator for Esri ArcGIS might be possible with help from Esri
Professional Services (email: mailto:[email protected] (mailto:[email protected])), but it is highly recommended that your
solution incorporate the later product release. For more information about GeoEvent and Portal integration considerations please refer
to the following article: GeoEvent & Portal Integration Considerations (https://geonet.esri.com/community/gis/enterprise-gis/
geoevent/blog/2016/08/15/geoevent-portal-integration-considerations).
4 PI Integrator for Esri® ArcGIS® 2015 User Guide
Welcome
Other
For a browser, use Internet Explorer version 11 or later, or the latest version of Firefox or
Chrome.
Note:
The Esri Integrator Application Server software, the Data Relay, and the PI Asset
Framework Server must all be installed on the same domain (or on a trusted domain) as
the users who will be configuring map layers.
Firewall considerations
To function correctly, PI Integrator for Esri ArcGIS requires that your firewall allow access to
certain TCP/IP ports.
The computer on which PI Integrator for Esri ArcGIS software is installed must have inbound
access to the following TCP/IP ports:
• Port 5464 - for the Data Relay
• Port 443 - for Esri Integrator Application Server
Features and capabilities
Esri's ArcGIS suite helps you to visualize the data that underpins your PI assets. ArcGIS
displays this information many different ways, such as colored features on the map, event
records created as a Geo Fence is violated, and even hyperlinks into the PI Coresight
application for further historical analysis.
Features include:
• Uniform asset-based operation
PI Integrator for Esri ArcGIS is a ready-to-consume framework. During installation, your
administrator configures the PI System and ArcGIS to use corresponding PI assets as rich
features, as they are known in ArcGIS. These assets may correspond to physical assets you
want to place on a map (electrical meters, vehicles, slurry ponds) or may be functional in
nature (aggregates of physical assets, by area, connectivity, or type).
The data available to you is gathered and arranged for intuitive use. Similar assets are easy
to compare - for example, the efficiency of every electric pump, or the load-factor of every
power consumer. What appears in one system is ready for further analysis in the other.
As business needs evolve, you and your colleagues might participate in enriching the
current assets (to contain more information) or in bringing additional assets online (more
assets to power your maps).
• Real-time data
ArcGIS map symbols can update dynamically - through color, shape or size - to reflect real-
time status or data values. For example, an operator may ask: show me each power
transformer's core temperature, by colored quartile, or size them by time since their last
maintenance.
PI Integrator for Esri® ArcGIS® 2015 User Guide 5
Welcome
• Historical data
Click a map feature to expose a pop-up window containing details of operation and
historical trends of asset values. A hyperlink takes you directly to a detail view in PI
Coresight with rich visualization features and hands-on, interactive analysis.
• Time-based analytics
Time-based statistics are readily available for you to see as details or to show directly on the
map. With its support of time, PI Data Archive provides ready-to-use statistics such as
average, standard deviation, and maximum or minimum event frame.
• Geographical analysis
Esri GeoEvent Extension can continuously analyze the location of moving assets and
determine if they have violated a virtual border. You can add such borders, or Geo Fences, to
a map region in order to monitor activity.
• Layering and zooming
Configure map views and the visibility of corresponding feature layers to see the level of
aggregation desired. Typically, granular feature-level data is shown.
• Advanced cartography
PI Integrator for Esri ArcGIS can provide data to Esri GeoEvent Extension in native formats,
allowing features such as visual heat maps based on magnitudes of values and geographical
proximities. These advanced cartography applications allow you to pose and answer more
complex geographic questions visually:
◦ Where do my wind turbines underperform in the early morning hours?
◦ What terrain patterns seem to correlate with this?
Esri integration videos online
For videos about PI Integrator for Esri ArcGIS, see the YouTube OSIsoft Learning playlist PI
Integrator for Esri ArcGIS (https://www.youtube.com/playlist?
list=PLMcG1Hs2Jbcv3ZmU9HXEFzndJTfg8qBx5).
You can also download a PDF version of the product documentation from the Tech Support site.
6 PI Integrator for Esri® ArcGIS® 2015 User Guide