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Streamlining PI WebParts Migration: Efficient Bulk Changes for Server Updates

Explore effective methods to update PI WebParts during server migration through programmatic changes and strategic use of server aliases.

Roshan Soni

3 min read

Streamlining PI WebParts Migration: Efficient Bulk Changes for Server Updates

When migrating from an 'Old-PI' server infrastructure to a 'New-PI' setup, one critical task involves updating all associated PI WebParts displays to reflect the new data archive server name. This update is essential to ensure seamless data collection and display continuity. Here's how you can perform these updates efficiently:

Understanding the Challenge

PI WebParts users often face hurdles with bulk updates when there's a transition in the server infrastructure. Manually altering each WebPart with new server details is time-consuming and prone to errors, especially in extensive setups with numerous displays.

Solutions for Bulk Changes

  1. Programmatic Updates:

    • One of the most efficient methods is to update WebPart properties programmatically. This involves scripting solutions that can iterate over multiple WebParts and make the necessary changes to server names. While there isn’t a direct PI-specific script, generic SharePoint scripting techniques can be adapted.
    • Articles, such as on SharePoint Diary, provide insights into modifying WebPart properties. These resources, though not PI-specific, offer foundational steps to start your customization.
  2. PI Server Aliases:

    • Utilizing a PI Server alias can be another strategic approach. By maintaining server aliases, you can abstract the underlying server details from the WebParts. This means if there's a change in the data archive server, updates can be minimized by pointing the alias to the new server instead of modifying each WebPart display individually.
    • This approach is particularly effective as a short-term solution or during interim transitions where immediate bulk updates aren’t feasible.

Best Practices

  • Documentation: Keep thorough documentation of all WebParts and their dependencies. This will aid in any audit or troubleshooting during the transition.

  • Testing: Before deploying changes, ensure they are tested in a development environment. This avoids operational disruptions and data integrity issues.

  • Automated Tools: Explore any third-party tools or scripts within the SharePoint or PI ecosystem that may specially address bulk updates for display configurations.

Conclusion

Transitioning to a new PI infrastructure doesn’t have to be daunting. By utilizing programmatic updates, server aliases, and diligent planning, you can make wholesale changes efficiently, ensuring continuity and accuracy in your data displays. As always, approach such transitions with careful testing and an eye on future scalability.

Tags

#Automation
#PI WebParts
#Bulk Changes
#Server Migration
#PI System Engineering

About Roshan Soni

Expert in PI System implementation, industrial automation, and data management. Passionate about helping organizations maximize the value of their process data through innovative solutions and best practices.

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