Select Page

PI Client (Basic and Advanced)

Learn about ProcessBook and Datalink in the basic training session. The advanced session consists of ProcessBook, Datalink, PI Vision, PI Asset Framework.

book now

About the Course

The basic course covers tag searching, building ProcessBook displays, and using DataLink (MS Excel Addin). The advanced and interactive course covers all end-user PI products including PI Process Book, Datalink, PI Vision (if applicable), and the PI Asset Framework. Our course materials are customised to your site including your data, your plant tags, and your real-world scenarios. 

Course Duration

The basic course is completed in 1 day and the advanced course is completed in 3 days. A certificate will be awarded upon completion.


Class Numbers

Due to the technical nature of this course and our desire to see a maximum pass rate, we limit groups to a maximum of 8 people.


This course takes place from our offices in Fourways, Johannesburg. Please contact us if you would like to arrange onsite training.

Course Outline and Certification

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


It is most beneficial if the attendee has a technical qualification or good experience with or understanding of digital communications systems.

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

Therefore, as a guideline, potential candidates must:

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

Copyright © 2021 Industrial Data Xchange. All rights reserved.