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PI System Management Tools

Assign a role to a device

  • Last UpdatedFeb 18, 2025
  • 2 minute read

The extensibility of the AVEVA™ PI Server™ and the protocols used to collect network and application data (SNMP, Perfmon, and so on) are intended to be as generic as possible. In other words, an interface is not built to collect data from one type of device or application, but rather for one type of protocol (the data collectors are protocol specific, not equipment specific). This means that you may collect performance information from a multitude of device types. These device and application types include but are not limited to:

  • Data Archive servers

  • Windows 2003 machines

  • Windows XP machines

  • Cisco routers

  • Cisco switches

  • SQL Servers

  • Exchange Servers

A role designates a context and corresponds to a point template used to create the data collection tags on the Data Archive server. For example, you can assign the Data Archive role to a computer to indicate that you are monitoring Data Archive performance.

A device can have multiple roles. Roles are associated with the device and are used by IT Overview to build displays.

The server must be on the device list, before you can assign a role to it.

  1. Select the device or devices.

  2. Select a role from the Roles ( ) list.

  3. Select the role type.

    For example, select all Data Archive servers and assign them the AVEVA Data Archive 3.4 role. You should see the role added to the role view as seen below:

    Device role assignment UI showing a list of devices with reporting status, total points, and assigned roles such as OSIsoft PI Server 3.4.

    From this window you can also delete a device from the list, clear all devices from the list, and refresh the point count.

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