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OSIsoft and Customised Training

As OSIsoft partners, Capula is the UK’s only provider of dedicated OSIsoft PI training courses. We offer a comprehensive portfolio of courses to suit delegates with varied levels of PI system knowledge and experience. Our training materials follow the same format and structure as OSIsoft’s own courses and our collaboration with OISsoft guarantees that our clients will receive high-quality training that meets international standards. Alternatively we can offer shorter customised courses based on OSIsoft materials that are customised to suit our client’s specific requirements.

Our highly interactive classroom-based training courses are led by industry experts to provide the best mix of experience and practice in a professional learning environment at our centrally-located training facility. Or alternatively, we can offer courses at locations preferred by our clients, with flexible dates, to enable several people to attend at one time.

Delegates attending the courses listed below will receive an OSIsoft and/or a Capula certificate of completion.


For dates to suit your requirements please contact us on

Building PI System Assets & Analytics with AF (4 days)
Price/delegate: £1500  

Learn to use PI AF including:

  • Building an asset framework
  • Analytics
  • Calculations
  • Event frames


A process engineer who wants to get the greatest value from the PI system and needs to understand all the benefits of the features that are available with AF.  Could also be a PI system administrator who wants to pass on the information and train other members of staff in the use of AF.  Knowledge of the data archive is required.


  • Basic knowledge of the PI system
  • Basic knowledge of Microsoft excel
  • Basic understanding of a relational database, although no administration or maintenance tasks are discussed or required

Class outline:

  • Understanding the PI system architecture
  • Key features of the AF server
  • Modelling your assets with AF
  • Organising/structuring your assets
  • Visualising your assets
  • Aggregating external data in AF
  • Adding business rules, KPIs and calculation results to your assets
  • Being informed of important events
  • Scaling out your AF system
  • Communicating important events

Booking information

Training courses are held at Capula’s Gloucester offices all year round. On-site training can also be arranged. For all PI training enquiries please email:

Visualising PI System Data (Clients) (3 days)
Price/delegate: £1200   

Learn to use Processbook, Datalink and Coresight.


Engineers, production managers, process operators, instrument technicians, project team members, information system analysts and computer support personnel. This is also an excellent class to take if you are considering buying the PI system and want to eventually implement all of its features.


  • This class is taught in a Windows 7/Microsoft Office 2013 environment and is designed for students who have a good understanding of that environment. You will have to open and close files, locate files in different directories and use menus and toolbars
  • Students will spend almost a whole day using Microsoft Excel 2013, so knowing how to work in Microsoft Excel is a prerequisite for this class
  • No specific knowledge of the PI System software is required.

Class Outline

  • Get to know PI Data through PI Coresight
  • Explore event frames with PI Coresight and PI DataLink
  • Build a simple production report with PI DataLink
  • Create a PI ProcessBook display to monitor My Process
  • Analyse the past month’s raw material usage with PI DataLink
  • Build a set of PI ProcessBook displays to Model My Plant
  • Flow adjustment in PI ProcessBook

Booking information

Training courses are held at Capula’s Gloucester offices all year round. On-site training can also be arranged. For all PI training enquiries please email:

PI System Administration for IT Professionals (4 days)
Price/delegate: £1500  

Learn to maintain and administrate the PI system.


Anyone who needs knowledge of how to maintain the PI system. Ideally this will be someone who already has exposure to PI through their work or a Client course.


  • Basic Windows and Network security (why you log in, what is a domain, etc)
  • Basic directory navigation and management (using Windows Explorer, creating and finding files)
  • Some familiarity with your real-time data sources (control systems PLCs, OPC)

Class Outline:

  • Understanding data flow through the PI server and the PI AF server
  • The PI interface defined
  • PI interface configuration utility
  • PI point attributes and interfaces
  • Polling, advise and event points
  • Organizing your PI tags into PI system assets
  • What is PI buffering?
  • Explore the PI server directory structure
  • What is the event queue
  • Common tuning parameters
  • Opening the hood of the PI AF server
  • Safeguard your data
  • Securing the PI system environment
  • Monitor your PI system
  • A word about PI server and PI AF server collectives

Booking information

Training courses are held at Capula’s Gloucester offices all year round. On-site training can also be arranged.  For all PI training enquiries please email:

The following courses are based on OSI courses but not OSIsoft accredited:

1 Introduction to PI

This course provides an overview of the latest PI technologies and is intended as introduction to new users or as a refresher course for those who may have previous experience of the system.  This one day course covers:

  • PI System Architecture
  • Tags and Assets
  • Archives and Data Flow
  • Client Tools
    • Processbook
    • Datalink
    • Coresight/Vision
  • Analytics and Event Frames

2 PI Client Course

Offers insight into the latest advances and provides an introduction to Processbook and Datalink.

3 PI-AF Course

This course is based around the accredited 4 day training course from OSIsoft.  The main subjects covered are:

  • Creating an Asset Hierarchy
  • Adding attributes to assets
  • Asset templates
Terms of business
  • Classes start at 9am and finish at 5pm
  • Training class groups can range from 3 to a maximum of 8 delegates, with laptop provided for the duration of the course
  • Tuition fees include lecture notes, exercises and a certificate of completion; refreshments and lunch are also provided


Confirmation of your booking should be made by sending a purchase order to  Course fees to be paid prior to the start of the course.

Transferring courses

If a delegate wishes to transfer a booking to a later course within 15 working days of the original course date, there will be an administrative charge of 25% of the course fee.

Cancelling courses

  • 15 business days’ notice is required to cancel without charge
  • If a booking is cancelled within the 15 days, the course fee must be paid in full

Cancellation of courses by Capula

Capula reserves the right to cancel a course at any time without liability if minimum attendance levels are not met. In these circumstances delegates will be offered an alternative date or a full refund.