Post-installation tasks

After installing PI Integrator for Business Analytics, navigate to the PI Integrator Framework service URL. For more information, see Start PI Integrator for Business Analytics.

Complete the following tasks before you start using PI Integrator for Business Analytics:

• Add the PI AF servers and databases from which you will be accessing your PI System data. See Add PI AF servers and databases.

• Add users who will be able to create views. See Add and configure identities.

• Complete any setup tasks required for your publish target. See Set up your publish targets.

• Permissions for the source-data used by PI Integrator Views are not granted by the PI Integrator. The user's identity creating the view must already have Read and Read Data access to the source data in AF. Verify that the PI Integrator for Business Analytics Windows service account has the following permissions:

  • Read and Read Data access at the AF server level for all PI AF Servers that PI Integrator for Business Analytics needs to access to publish data

  • Read and Read Data access on any PI AF databases and any of their child objects (elements, categories, templates, etc.) that PI Integrator for Business Analytics needs to access to publish data

  • Read access on the PI Data Archive to the PIPoint table under Database Security

  • Read access on the PI Data Archive to both point and data security on all PI points that PI Integrator for Business Analytics needs to access to publish data

    Note: The service account requires PI Data Archive permissions because the PI Integrator Framework service queries PI Data Archive directly for PI AF attribute data that are PI point data references.