Install PI AF server components together

Before you start the installation, make sure to:

• Review the SQL Server considerations for PI AF SQL Server database creation in Pre-installation requirements for PI AF.

• Download the PI Server install kit, as described in Download the PI Server install kit.

• Important: The PI Server install kit checks if .NET 4.8 is installed, and will not continue with the installation if it is not present. If you do not want to install .NET 4.8, you can manually deploy a PI AF SQL database without using the install kit. See Create the PI AF SQL Server database manually.

• Have sysadmin privileges to install the PI AF SQL Server database on the SQL Server if an SQL administrator is not available.

• Ensure that the required network ports are open. See Port requirements for PI AF Server.

  Note: To ensure the PI Server install kit can successfully create the SQL database remotely during the default setup, open port 445 inbound on the SQL Server so the local AF servers Windows group can be modified. If port 445 is not open, the installer will fail after selection of the SQL Script Execution feature.

Follow these steps to install the PI AF application service and the PI AF SQL Server database at the same time. During this procedure you have the option to:

• Install both the PI AF application service and the PI AF SQL Server database on the local computer.

• Install the PI AF application service on the local computer and execute scripts that install the PI AF SQL Server database on a remote computer.

1. Go to the directory where you downloaded the PI Server install kit, and double-click the executable setup file to launch the installation.

   The Welcome window appears.

2. Click Next.

   The Feature Selection window appears.

   

   The PI Server install kit provides a simple and easy-to-use interface that provides selectable Server Roles to choose for your installation. These Server Roles automatically select the PI components necessary to install a typical deployment for the PI Server server role you select. Clicking Select Typical automatically selects the most common collection of Server Roles.

   Alternatively, you can click the Individual Features tab to manually select and customize your installation of any PI Server features needed to meet your deployment requirements.

3. In the Server Roles tab, select AF Server.

   A list of server roles and features to be installed is displayed in the Summary panel.

4. Click Next.

   The SQL Server Connection window appears.

5. Provide information about SQL Server to create the PI AF SQL Server database.

   If you want to...	Take one of these actions...
   Choose the default instance or a named instance of SQL Server on the local computer.	Accept the default instance shown in the list under SQL Server Connection. Select a different named instance from the list under SQL Server Connection. Provide identifying information for SQL Server using one of the following formats: Server Name Server Name\Named Instance .\Named Instance Providing a named instance is not necessary if you are specifying the default SQL Server instance.
   Specify SQL Server or a named instance of SQL Server on a remote computer.	Provide identifying information for SQL Server using this format: Server Name[\Named Instance] Providing a named instance is not necessary if you are specifying the default SQL Server instance.
   Specify SQL Express on the local computer.	Provide identifying information for SQL Server using one of the following formats: Server Name\SQLEXPRESS .\SQLEXPRESS
   Specify SQL Express on a remote computer.	Provide identifying information for SQL Server using this format: Server Name\SQLEXPRESS

6. Ensure that both AF SQL database scripts and AF SQL script execution are selected. The installation will install the AF SQL scripts on the local computer, and then execute the scripts either locally or against a remote computer to create the PI AF SQL Server database.

   Selecting AF SQL script execution means you cannot select Validate connection to SQL Server and version of the AF SQL database.

7. Click Next to proceed with the setup.

   A check is performed to see if your user account has the requisite permissions on the SQL Server and whether a PI AF SQL Server database already exists. See SQL Server roles and permissions and PI AF.

8. If the installation detects an existing PI AF SQL Server database, the SQL Server Rules window appears. The installation will prompt you with an option to back up the existing PI AF SQL Server database and then execute the AF SQL scripts to create the new PI AF SQL Server database.

9. Click Next to proceed with the setup.

   The Service Accounts window appears.

10. Specify the service account for the PI AF Application Service. Accept the default account for ( NT SERVICE\AFService) or specify a different service account.

    Note: Ensure that the accounts you enter match the accounts that were added to the AFServers group and AFQueryEngines group earlier.

11. Click Next to proceed with the setup.

    The Summary window appears, listing the selected features and version numbers scheduled for the installation.

12. Click Install to install the PI AF server.

    The Installation Progress window opens.

    The Complete window opens when the installation is complete.

    Note: If you cancel the installation before it is complete, the PI AF SQL Server database might have already been created and you will need to remove the database manually.

13. Click Close.