# Epicor 9 and Vantage Private AI Layer Blueprint Generator

> Source: https://netray.co/tools/epicor-9-vantage-private-ai-layer-blueprint-generator
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

Generate a private AI plan for Epicor 9 or Vantage on Progress OpenEdge, including SQL read path, replica, retrieval, local model serving and rollout.

## Category

epicor

## Erp

Epicor 9 / Vantage

## Industry

Discrete Manufacturing

## Audience

- CIO
- IT manager
- ERP architect
- Infrastructure engineer

## Tool

**Kind:** template

**Output:** document

**Fields:**

#### Company name

**Key:** company

**Type:** text

**Default:** Lakeshore Machining Co

#### System version

**Key:** version

**Type:** select

**Options:**

- Epicor 9.05.7xx
- Epicor 9.05.6xx or earlier
- Vantage 8.x
- Vantage 6.x or earlier

**Default:** Epicor 9.05.7xx

#### Database engine

**Key:** db

**Type:** select

**Options:**

- Progress OpenEdge 10.2B
- Progress OpenEdge 11.x
- OpenEdge with SQL Server replica
- OpenEdge with PostgreSQL replica

**Default:** Progress OpenEdge 10.2B

#### Hosting

**Key:** hosting

**Type:** select

**Options:**

- On-prem server
- Private cloud
- Air-gapped network

**Default:** Air-gapped network

#### Named users

**Key:** users

**Type:** number

**Default:** 70

#### Sites or plants

**Key:** sites

**Type:** number

**Default:** 1

#### Main use cases

**Key:** use_cases

**Type:** textarea

**Default:** Open orders and job status
Inventory and shortages
Purchase order follow-up
Historical sales lookups

#### Data that must never leave the site

**Key:** never_leave

**Type:** textarea

**Default:** Customer drawings and contract terms
Costing and rate data

#### GPU available

**Key:** gpu

**Type:** select

**Options:**

- None yet
- One 24 GB GPU
- One 48 GB GPU
- Two or more 48 GB GPUs
- Cloud GPU in a private tenancy

**Default:** None yet

#### Target go-live

**Key:** golive

**Type:** date

**Default:** 2027-04-01

**Blocks:**

#### Private AI Layer Architecture Plan: Epicor 9 and Vantage

**Body:** Prepared for: {{company}}
System: Epicor 9 and Vantage {{version}} on {{db}}
Hosting: {{hosting}}
Named users: {{users}} across {{sites}} site(s)
Target go-live: {{golive}}

#### 1. Context and goals

**Body:** This plan describes a private AI layer over a legacy Epicor 9 or Vantage system on Progress OpenEdge. The legacy database is treated as read-only and is replicated to a reporting copy so that analytical and model-driven queries never run against the live system.

Main use cases:
{{use_cases}}

Data that must stay on site:
{{never_leave}}

GPU position: {{gpu}}.

#### 2. Components

**Table:**

**Columns:**

- Component
- Design for {{company}}
- Notes

**Rows:**

**0:** Data access path

**1:** OpenEdge SQL-92 engine over ODBC or JDBC with a read-only user; replication or scheduled extract to a SQL Server or PostgreSQL reporting copy

**2:** Check SQL width settings so long text fields are not truncated.

**0:** Retrieval index

**1:** Local vector store over documents on file shares plus text fields extracted from the reporting copy

**2:** Every chunk carries source, site and access tags; untagged content is excluded.

**0:** Model serving

**1:** Open-weight model on vLLM or Ollama, sized for {{users}} named users on {{gpu}}

**2:** Model, quantisation and version recorded in the audit log.

**0:** Tool server

**1:** Tool server with parameterised read actions against the reporting copy; no direct database credentials in the model path

**2:** Parameterised read actions only; row caps and column allow lists.

**0:** Identity and permissions

**1:** Directory authentication mapped to a maintained table of users, companies and plants, because permissions live in the application and not in SQL

**2:** Unknown users and unmapped content default to no access.

**0:** Audit

**1:** Append-only log of user, prompt, tool call, parameters, row counts and answer

**2:** Retained per {{company}} records policy; reviewed at each rollout phase.

#### 3. Security controls mapped to your inputs

**Table:**

**Columns:**

- Control
- Implementation
- Driven by

**Rows:**

**0:** Data residency

**1:** Replica, index and model all inside the {{hosting}} boundary; no outbound API calls at run time

**2:** Data that must never leave the site

**0:** Least privilege

**1:** Read-only OpenEdge SQL user; reporting copy accessed by a separate read-only login

**2:** System version and role model

**0:** Network isolation

**1:** Dedicated segment for model and tool servers; only the tool server reaches the data source

**2:** Hosting

**0:** Prompt injection defence

**1:** Model receives bounded tool results only; no direct database or file access

**2:** Use cases

**0:** Write-back

**1:** No write-back in scope; if later required, only through Epicor's supported service layer after human approval

**2:** Phase 3 scope

#### 4. Rollout plan

**Table:**

**Columns:**

- Phase
- Scope
- Exit criteria

**Rows:**

**0:** 1: Read-only (weeks 1-6)

**1:** Approved read actions and document Q&A for a pilot group at one site

**2:** Accuracy review of sampled answers; no permission leaks in adversarial tests

**0:** 2: Drafts (weeks 7-12)

**1:** Summaries, reports and draft documents saved for human completion

**2:** Users edit rather than rewrite; audit log reviewed by IT and data owners

**0:** 3: Approved actions (week 13 onward)

**1:** Narrow, reversible transactions via supported interfaces after explicit approval

**2:** Rollback tested per action type; owner sign-off per action

#### 5. Open questions for IT

**Body:** Which OpenEdge version and SQL broker configuration are in use?
Is SQL width set appropriately for text columns?
Which replication option will be used (OpenEdge replication, Pro2 or scheduled extract)?
How current must the reporting copy be?
Which customisations change the numbers shown on screens?
Is a migration planned that the data mapping should support?

#### Approvals

**Signatures:**

- IT lead
- Data owner
- Information security
- Business sponsor

**Notes:** Starting point for discussion, not a design guarantee. Table names, driver versions and SQL behaviour depend on your OpenEdge and Epicor release; verify against your data dictionary.

## Content

**Intro:** This generator produces a private AI architecture plan for a legacy Epicor 9 or Vantage system on Progress OpenEdge. It assumes read-only access through the OpenEdge SQL engine and a replicated reporting copy.

**Sections:**

#### How to use it

**Body:** Select your Epicor and database versions, the hosting model, user and site counts, and your GPU position. Write the use cases as questions people ask today, and list the data that must stay on site. Many legacy sites are already isolated, so air-gapped is preselected; change it if your network differs.

**Bullets:**

- Confirm the OpenEdge SQL broker is running
- Name who owns the data dictionary
- State how fresh the reporting copy must be
- List customisations that alter reported figures

#### What the plan contains

**Body:** Context, a component table covering the SQL read path, retrieval index, model serving, tool server, identity and audit, controls mapped to your inputs, a three-phase rollout, open questions for IT, and approvals. Write-back is out of scope by default for a legacy release.

#### Why replicate

**Body:** Progress OpenEdge handles SQL and 4GL workloads on the same database, and heavy SQL can slow the application. A replicated copy lets you add indexes, flatten tables and keep history, and lets the model run broad queries safely. It also gives a clean source for data mapping if a migration follows.

**Bullets:**

- OpenEdge replication or Pro2 style replication
- Scheduled extracts for smaller sites
- Views that flatten joins for the assistant

#### Common mistakes

**Body:** Frequent problems are truncated text from SQL width, heavy queries on the live system, and trusting figures that depend on customisation. The plan makes the replica, the permission mapping and the show-the-query rule explicit.

**Cta:** If you want an engineer to review the plan against your Epicor 9 environment or build it on site, Netray can help. The generator is free without contact.

**Faq:**

#### Can this run on a very old Epicor version?

**Answer:** Often yes, because it needs only read access through OpenEdge SQL and a reporting copy. Driver, table and SQL width details vary by release, so verify against your data dictionary and test with a single query first.

#### Why is write-back excluded?

**Answer:** Writes to a Progress database outside the application bypass business rules and are risky. If writes become necessary, use Epicor's supported service layer after human approval, ideally after any planned migration.

#### Does the plan help with a migration?

**Answer:** Indirectly. The replica, views and documented data model are the same assets a migration needs for mapping and validation, so the work is not wasted if you move to Kinetic or another ERP.

#### What if we have no GPU?

**Answer:** Select None yet and use the sizing calculator to estimate what to buy. A small pilot can run on one 24 GB GPU, and the plan assumes you validate throughput before committing to larger hardware.

## Search terms

Epicor 9 AI plan, Vantage ERP AI architecture, Epicor 9 OpenEdge AI integration, legacy Epicor private LLM, Epicor 9.05 on-prem AI, Progress OpenEdge AI assistant

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