Install Data Archive

This section describes how to install Data Archive on your host computer using the PI Server install kit.

Note: If you are setting up a Data Archive collective, follow this procedure on the computer that you intend to be the primary of the collective, first. Next, follow this procedure on all computers that are intended to be secondary computers. Then, to create the collective, see the High Availability topic Create a collective. Finally, configure the collective before you configure any interface nodes for the collective.

1. Download the install kit onto your host computer, and start the install wizard.

   Note: If the required version of .NET Framework is not installed on your computer, a message appears indicating that it is necessary to proceed with the installation. Accept the license terms to install .NET Framework, and then continue installing Data Archive.

2. In the Feature Selection window, select the PI Data Archive check box to install on your computer.

   

   The directory paths are shown for your Data Archive installation on your computer. A list of PI components to be part of the installation are shown.

3. Click the Individual Features tab to see the specific subsystems and components corresponding with your selected installation.

   By selecting PI Data Archive from the Server Roles tab, the typical features will be selected for installation. The typical features included with this Server Role are PI Data Archive Server, PI Totalizer Subsystem, PI System Explorer, and PI System Management Tools.

   Note: PI AF Link Subsystem, PI Alarm Subsystem, PI Performance Equation Scheduler, and PI Batch Subsystem are not installed by default. In addition, earlier versions of PI Data Archive installed PI Module Database Builder, PI Performance Monitor Interface, PI Ping Interface, PI SNMP Interface, and PI TCP Response Interface, but the current install kit does not include them by default. In addition, the PI Batch Generator Interface is no longer included in this install kit, but is available as a separate download. To include any of these in the installation, select it before continuing with your installation.

   Feature name	Subsystems to be installed
   Data Archive Server	PI Archive Subsystem PI Backup Subsystem PI Base Subsystem PI License Manager PI Message Subsystem PI Network Manager PI Snapshot Subsystem PI SQL Subsystem PI Update Manager
   PI AF Link Subsystem	PI AF Link Subsystem. The AF Link tool enables you to perform migrations from PI Batch to PI Event Frames and Module Database to PI AF. Note: PI AF Link Subsystem requires connection to a PI AF server.
   PI Totalizer Subsystem	PI Totalizer Subsystem. PI Totalizer Subsystem performs common calculations such as totals, averages, minimum and maximum values, standard deviations, and counting.
   PI Alarm Subsystem	PI Alarm Subsystem. The PI Alarm Subsystem provides the capability to establish alarms for PI points.
   PI Performance Equation Scheduler	PI Performance Equation Scheduler and PI Recalculator Subsystem. This feature evaluates performance equations.
   PI Batch Subsystem	PI Batch Subsystem. The PI Data Archive component that configures, monitors, and records batch activity within the archive file.

   Note: Starting with PI Server 2018 SP3 Patch 1, the setup kit configures all required Data Archive services to run with virtual service accounts by default. In addition, the setup kit ensures these virtual service accounts have proper access to key folder paths as part of the install process. For upgrades, the setup kit checks for any existing user-configured accounts associated with Data Archive services and preserves these configurations during the upgrade process. After the upgrade, if PI Archive Subsystem and PI Snapshot Subsystem are not set to run with virtual service accounts, as by default, you must configure these two services to run with the same user. Regardless of the configuration, you must ensure that accounts for all Data Archive services have permission to access key folder paths, such as those for backup and archives. This is especially true if changes are made after the installation or upgrade.

4. Click Next to continue with the installation.

   The Data Archive window appears.

   

5. Specify a license file (pilicense.dat) for your installation in the License Directory field.

   For more information, see Understand licensing a new Data Archive deployment.

6. Accept the default directory paths for Data Archive on your computer, or specify directory paths in the Data Directories fields. Refer to your Installation Worksheet that you filled out in Phase 1: Pre-installation for this information.

   • Historical Archives: Directory path where historical (non-future) archive files will be created. The default is the drive with the most free space.

   • Future Archives: Directory path where future archive files will be automatically created when data is received. You can modify this location after installation through PI SMT. The initial size starts at 1MB and grows dynamically. Each future archive file covers one calendar month.

   • Event Queues: Directory path where event queues will be created. By default, this is the drive with the second most free space (as long as that drive has at least 5 GB of free space).

7. Accept the archive setting values for Data Archive, or specify values in the Archive Settings fields.

   • Size in MB for historical archives: The default archive size is approximately 1/3 of the physical memory size on your computer, up to a maximum of 10,240 MB. The size may be limited by your point count limit of your license file.

   • Max point count for historical archives: The maximum point count is the archive size in MB multiplied by 512.

   • Automatic creation for historical archives : Specify whether to disable or enable automatic creation for historical archives. The default is set to Enabled.

8. Click Next to continue with the installation.

   The Summary window appears, listing all of the components and software to be installed on your computer as part of Data Archive installation.

9. Click Install to continue with the installation.

   The Installation Progress window appears.

10. Click Close to exit the setup.