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AVEVA™ Manufacturing Execution System 2023 R2

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Upgrade to the MES 2020 Intelligence model

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  • Last UpdatedMay 02, 2025
  • 5 minute read

Note: MES 2023 R2 does not support directly upgrading the MES Intelligence model from MES 2017 or earlier. This section is retained from the MES 2020 documentation to describe the upgrade process to be completed prior to upgrading to MES 2023 R2.

Perform the following procedure to upgrade the MES Intelligence model from MES 2014 R3 (version 5.3) or MES 2017 (version 6.0) to the MES 2020 (version 6.2) model. This procedure also performs the required upgrade of Intelligence 2014 R3 (version 2.1) to Intelligence 2017 U1 (version 3.1).

Note: The MES 2020 Intelligence Model is the same as the MES 2017 R2 Intelligence Model. So there is no need to upgrade the model from MES 2017 R2 to MES 2020. If not already installed, you can install Intelligence 2017 U1 (version 3.1) as part of the MES 2020 installation or upgrade.

  1. Depending on which MES release you are upgrading from, do one of the following:

    • MES 2014 R3 (version 5.3): Go to step 2.

    • MES 2017 (version 6.0): Go to step 3.

  2. Install the MES 2014 R3 P02 patch.

    For installation instructions, refer to the patch Readme file.

    During the patch installation, the Intelligence report database and the obsolete dimension MESRDBEquipment is deleted. This dimension, if not deleted, would cause a problem when importing the MES 2020 JSON model into Intelligence Model Builder. If the MES database does not contain all the source data to repopulate the Intelligence database, then the existing MES 2014 R3 report database should be kept and a new Intelligence reporting database should be used.

  3. To start the upgrade to MES 2020, run the Setup.exe file in the root directory of the installation folder.

    You are prompted that MES and Intelligence will be upgraded.

    The MES installer upgrade prompt dialog.

  4. Click OK.

    The License Agreement screen appears.

  5. Review the license agreement, select the I have read and accept the terms ... option, then click Agree.

    The MES Setup tool runs an upgrade readiness check on the Intelligence installation software.

    The MES Setup tool upgrade readiness check on the Intelligence installation software.

  6. As the important message on this screen recommends, review the "Upgrading Intelligence" section of the Intelligence Installation Guide to familiarize yourself with the Intelligence upgrade process.

  7. When you are ready to continue, click Next.

    The Export Model screen appears, showing the Intelligence datastore server name and datastore name that were configured.

    The MES Setup tool Export Model dialog showing the Intelligence datastore server name and datastore name.

  8. Click Next.

    The existing model is exported to a JSON model file format. The upgraded JSON model file Data.json is stored in the \Bin\MigrationFiles folder of the Intelligence application folder.

    The Undeploy All Intelligence Objects screen appears.

    The MES Setup tool Undeploy all Intelligence objects dialog showing what actions need to occur to undeploy Intelligence objects.

    The message on this screen explains that you have to undeploy all Intelligence objects before proceeding.

  9. To undeploy all Intelligence objects, do one of the following:

    • If you used the Intelligence Model Builder utility to deploy the Intelligence 2014 R3 Patch 2 model, it does not have a control to undeploy the model. You must manually run the following SQL script against the Intelligence database to undeploy the model.

      truncate table [Model].SourceDataItems

      GO

      UPDATE Model.DataItems

      SET IsDeployed = 0,

      SerializedConfiguration = REPLACE(SerializedConfiguration,

      '<DeployState>Deployed</DeployState>',

      '<DeployState>NotDeployed</DeployState>') 

      GO

    • If you used the System Platform IDE to deploy Intelligence 2014 R3 Patch 2 model, then undeploy the Intelligence model from the System Platform IDE.

  10. After undeploying the Intelligence objects, return to the MES Setup tool and click Next.

    The list of the components that are selected for installation or upgrading appears.

    The MES Setup tool showing the list of components to be installed or upgraded.

    Because you are performing an upgrade of Intelligence 2014 R3, the Intelligence installation components, including the new Intelligence Model Builder utility, are automatically selected to be installed.

  11. Click Next.

    The Ready to Install the Application screen appears.

  12. Click Install.

  13. After the installation completes, use the post-install Configurator to configure the following components:

    • MES Database Setup

    • MES DB/MW Communication

    • MES Middleware Proxy

    • Intelligence Server

    • Intelligence Data Adapter

    • Intelligence Model Builder

  14. After completing the configuration tasks, click Close to close the Configurator.

    You are prompted to reboot the computer for the configuration changes to take effect.

  15. Reboot the computer.

    You must reboot the computer to avoid Intelligence permission issues.

  16. After the reboot is complete, open the Intelligence Model Builder in a web browser by entering the URL https://localhost:61075.

    Note: The Intelligence Model Builder supports only Chrome web browser.

    After the Intelligence Model Builder opens, it shows the upgraded JSON model from the MES 2014 R3 P02 or MES 2017 installation. The measures, dimensions, and data source are tagged in yellow, indicating that they are not deployed.

    BI Gateway Model Builder screen showing the imported preconfigured MES Intelligence Model measures, dimensions, and data source objects.

  17. To configure the MES Intelligence Reports data source, select the MESRDBMESDB data source object.

  18. In the General tab in the right panel, enter the MES database name in the Database name field.

    BI Gateway Model Builder screen showing the MES intelligence model data source object general tab with the data source time zone, server name, and database name properties highlighted.

  19. Click Connect.

    You are prompted whether you want to continue to connect to the data source and get the schema.

    BI Gateway Model Builder dialog confirming connection to the MES data source.

  20. Click Continue.

  21. When the schema has been retrieved, click Done.

    BI Gateway Model Builder dialog confirming MES data source schema retrieval.

  22. In the Windows Services tool on the node on which Intelligence is installed, make sure the Intelligence Service is running.

  23. On the main menu, click Deploy All.

    You are prompted whether you want to deploy all objects.

    BI Gateway Model Builder dialog confirming MES data source schema deployment and specifying to keep existing data.

  24. To deploy all of the MES objects in the upgraded model and keep existing report data, click Keep Data.

    Note that if any custom changes were made to the dimensions or measures, Intelligence will remove the data and recreate it. This will be indicated by a message in the Operations Control Management Console Logger similar to the following:

    Intelligence.Com... Measure MESRDBHourlyUtilization has been modified to the extent that its data will be deleted.

  25. When the objects have been deployed, click Done.

    The Deploy All Objects showing the deployment progress.

    The measures, dimensions, and data source are tagged in blue, indicating that they are deployed.

    BI Gateway Model Builder screen showing the deployed MES intelligence model measures, dimensions, and data source objects.

  26. You can close Intelligence Model Builder.

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