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PI Client (Basic and Advanced)

The basic course covers tag searching, building ProcessBook displays, and using DataLink (MS Excel Addin). The advanced course covers all end-user PI products including PI Process Book, Datalink, PI Vision (if applicable), and the PI Asset Framework.

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Course Duration

This course is completed within one day. It includes a theoretical and practical aspect.


This training is only completed at our premises in Fourways, Johannesburg.



Receive a professional certificate for attending this course.

Course Information

Basic: ProcessBook and Datalink Only 

  • Overview of the PI system, its architecture, and key components
  • System Management tools
  • Tag administration
  • Monitoring, troubleshooting, and performing backups
  • Recommended admin tasks
  • Lots of tips and tricks

Advanced: ProcessBook, DataLink, PI Vision PI Asset Framework

  • Overview of OSIsoft PI and PI ProcessBook
  • Datalink for Excel
  • PI Asset Framework
  • Monitoring, troubleshooting, and performing backups
  • PI Vision (if applicable)
  • Lots of tips and tricks


This course is most beneficial if the attendee has a technical background or experience working in digital communications systems.

Occasional exposure to industrial networks has been found to be insufficient in preparing potential candidates.

Have a good command of the English language

Be able to understand and interpret technical ideas and systems

Understand the basics of communications and what it entails

While the IDX Academy makes every effort to assist attendees in understanding the subject matter and associated concepts, the course time is limited and therefore the IDX Academy cannot be held responsible for attendees that fail to cope with the material covered.

World-class Training Experience

We train the best to build the best. For over two decades, we have been delivering quality training, qualifying hundreds of skilled technicians and engineers all around Africa. Contact us for more information

Our expertise lies in establishing, maintaining, and leveraging plant data for business benefit. Through our innovative solutions, we work alongside you to streamline processes, enhance efficiency, and reduce costly downtime.


Main: +27 (11) 548 9960
Sales: +27 (11) 548 9970