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πŸ•΅οΈβ€β™‚οΈ Why do we have Platform and Automation? - Understanding Our Release Streams

At Pia, we operate two distinct release streams for aiDesk: Platform and Automation.

Platform releases refer to updates to our Software's backend, including the Pia Portal, aiDesk's architecture and infrastructure.

On the other hand, Automation releases encompass everything related to our aiDesk packages, Pia Triage, SmartForms, and other automation scripts.

This dual-stream approach ensures that we can efficiently deliver improvements across all facets of the Pia aiDesk ecosystem, providing you with a seamless and optimized experience.

Building on the success of Platform 14.1, we are excited to announce the release of Platform 14.2, featuring new enhancements and critical bug fixes to further improve your experience! πŸš€
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Platform 14.2 will be progressively rolled out to all partners over the next few weeks.

πŸ› Bug Fixes​

HaloPSA:​

  1. Fixed an issue where some HaloPSA users received an error "Ticket Type not set" while scheduling user offboarding automations. [#24527]

Automations:​

  1. Added additional filtering to AI Condition autostart to prevent it from firing multiple times. [#24400]
  2. Fixed issues where automations were timing out due to limits on how much log information they could generate. [#24778]
  3. Fixed a issue where the Pia Chatbot would not detect the ticket as closed under certain conditions. [#24761]

ML​

  1. Fixed package suggestions not returning results by changing to case sensitivity match. [#24788]

Adoption Report​

  1. Updated Pia Adoption Report to ensure engineers count updates correctly when tickets are completed. [#24760]
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Stay Connected with us at Pia! πŸ“ž Your feedback matters!

  • We're here to helpβ€”reach out to Partner Support whenever you need assistance.

  • Got ideas to enhance our platform? Share them at ideas.pia.ai and shape the future of Pia aiDesk!

  • Ready to supercharge your automation journey? Your Partner Success Manager is your go-to person. Reach out to them to explore custom automation possibilities and optimize your journey with Pia aiDesk.

Let's make AI and automation magic together! πŸš€

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Why do we have Platform and Automation? - Understanding Our Release Streams​

At Pia, we operate two distinct release streams for aiDesk: RC (soon to be renamed Platform) and Automation.

The RC (Platform) releases refer to updates to our Software's backend, including the Pia Portal, aiDesk's architecture and infrastructure. On the other hand, Automation releases encompass everything related to our aiDesk packages, Pia Triage, SmartForms, and other automation scripts. This dual-stream approach ensures that we can efficiently deliver improvements across all facets of the Pia aiDesk ecosystem, providing you with a seamless and optimized experience.

Following our major release Platform 14, we are releasing an enchanced version with additional bugfixes Platform 14.1! πŸš€β€‹

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All partners have received the Platform 14.1 update as of 28th of May 2024.​

πŸ› Bug Fixes​

Performance Optimization:

  • Refactored Agent Checkin procedure to reduce resource-intensive operations. (#24383)
  • Improve general responsiveness of the Pia Chatbot and Pia Portal by optimising background data processes which were competing for resources. Ongoing assessments and further performance improvements are in the works. Please notify us of any slow package execution instances with screenshots, ticket ID, and timestamp (#24572)

SmartForms and Automation:

  • Enhanced ticket merging logic to prevent duplicate merging when submitting SmartForms within the same minute. (#24465)
  • Resolved an issue where Halo PSA Scheduled packages failed to bundle and close tickets upon completion due to ticket type default not being set in Halo PSA configuration. (#24519)
  • Optimized ChatEvents processing to address delays in automation package execution via the Pia Chatbot. (#24448)

Integrations and Ticketing:

  • Pax8 Integration: Improved API Authentication caching to reduce throttling and cache timeout issues for Pax8 API. (#24337)
  • Resolved issues related to closed status matching in ticketing systems. (#24344)

Package Audit Logging:

  • Fixed default ticket id settings to ensure accurate audit logging. (#24203)
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Stay Connected with us at Pia! πŸ“ž Your feedback matters!

We're here to helpβ€”reach out to Partner Support whenever you need assistance.

Got ideas to enhance our platform? Share them at ideas.pia.ai and shape the future of Pia aiDesk!

Ready to supercharge your automation journey? Your Partner Success Manager is your go-to person. Reach out to them to explore custom automation possibilities and optimize your journey with Pia aiDesk. Let's make AI and automation magic together! πŸš€

Following our Automation 8.1 release, we are releasing a new version with additional bugfixes RFC413- Automation 8.2!

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Following our release plan, we'll roll out this version to our partners in stages. Please contact your Partner Success Manager if you would like to receive this version earlier than the planned date.

🌟Additional Enhancements​

  1. The Pia: Install/Uninstall/Reinstall Software Automation has been modified to solve the problem of package freezing. The automation now also performs the following tasks:
  • Installs apps based on the manifest file context
  • Collects apps and uninstall apps in both a system and user context
  • Also added a reporting functionality for each action (install or uninstall) to inform the engineer of the package completion (#21581)

πŸ› Bug Fixes​

  1. The Pia: Create a Group Automation now shows email suffixes as expected. (#24154)
  2. The Pia: Computer Performance Report Automation was not running for a client due to an edge case scenario. This has now been fixed. (#24202)
  3. The Pia: Grant/Revoke Mailbox Access Automation will simply look for exchange online mailboxes if the client is running a cloud hybrid mode and do not have an on premise exchange server. If the client does have an on premise exchange we will run the package as if it was on prem only. (#24268)
  4. The Pia: New User (Cloud Hybrid) Automation has been updated with additional logic to prevent the same error being logged multiple times in the database. (#23228)
  5. The Pia: New User (Cloud Only) Automation now allows multiple pre-selected licenses to be selected in an access level for CO package. (#24257)
  6. The Pia: New User (Cloud Only) Automation was failing to create new user properly for a client due to an edge case scenario. This has been fixed. (#24015)
  7. The Pia: New User (All Environments) Automation has been updated with a fix to resolve the issue of package erroring when setting additional attributes. (#24314)
  8. The SmartForms: Terminate User (Cloud Hybrid) Automation now converts mailboxes automatically if zero touch is enabled and mailbox does not have litigation hold or archiving enabled. (#24483)
  9. The SmartForms: Terminate User (Cloud Hybrid, Cloud Only, Prem Only) Automation has now been fixed to properly run the zero touch functionality. (#24517)
  10. The SmartForms: Terminate User Automation has been updated so that it counts manual tasks correctly and no longer prompts or halts execution when on zero touch configuration if no manual tasks have been specified. (#23813)
  11. The Pia: Terminate User (Cloud Hybrid) Automation now correctly prompts engineer whether they want to setup Out of Office based on the client's exchange server configuration. (#22861)

Following our Automation 8.0 release, we are releasing a new version with additional bugfixes RFC404- Automation 8.1!

info

Following our release plan, we'll roll out this version to our partners in stages. Please contact your Partner Success Manager if you would like to receive this version earlier than the planned date.

πŸ› Bug Fixes​

  1. The Pia: Create Mail Contacts (Cloud Hybrid) Automation is updated with additional logic so that when an engineer tries to create a contact that already exists or use an SMTP address that is already allocated to someone else, a message is displayed in the chat informing the engineer about the existing contact and ask them to retry with a unique value. (#21769)
  2. The Pia: Create Shared Mailbox (Cloud Hybrid) Automation now displays additional information in the chatbot when it fails to create shared mailbox for the user so that the engineer is aware of the issue that caused the automation to fail. (#22827)
  3. The Pia: Create Mail Contacts (Cloud Hybrid) Automation will directly retrieve a list of Org Units to create a new contact in instead of retrieving a list of paths from available contacts in the ticketing system which was previously causing the package to fail if no contact existed. (#23632)
  4. The Pia: Hide Mailboxes from Address List Automation gives more information in the form so that the Engineers can see which users will be visible in GAL and which users will be hidden from GAL. (#23721)
  5. The Pia: Network Drive Troubleshooting Automation is now updated to detect network drives in all scenarios. (#23909)
  6. The Pia: New User (Cloud Hybrid) Automation is now updated with an additional filter so that only Org Units that has been defined in the Package Configuration Form is displayed in the New User Form. (#23389)
  7. The Pia: New User (All Environments) Automation will now display additional information in the chatbot when it appends a number to the provided UPN for the New User if the UPN already exists. (#23553)
  8. The Pia: New User (Cloud Only & Semi-Hybrid) Automation informs the engineer if the entered password does not meet the complexity requirement and ask them to retry entering a new password. (#23256)
  9. The Pia: New User (Cloud Hybrid) Automation was not detecting some users in Office365 for a Partner. This issue has now been fixed. (#23345)
  10. The Pia: New User (Semi Hybrid) Automation will return a list of all users when selecting a user to copy from if the specified All Staff Group in the Package Configuration Form does not have any users in it. (#23707)
  11. Made the Pia: New User (Cloud Hybrid) Automation more robust so that it is now taking less time to create New User. (#23264)
  12. The Pia: Re-Allocate User license (Cloud Hybrid & Cloud Only) will convert the mailbox to a user mailbox if the mailbox was previously shared mailbox, and an exchange capable license will be added. (#23468)
  13. The Pia: Re-enable Terminated Account (Cloud Hybrid) was previously not displaying newly provisioned license upon Refresh. This has now been fixed. (#23846)
  14. The Pia: Remote Desktop Setup Automation has been updated to show the Security Group as a required field in its Package Configuration Form. (#23906)
  15. The SmartForms New User Automation was previously having an issue while retrieving the synced org units for package execution. This issue has been resolved. (#24013)
  16. The Pia: Terminate User (Cloud Only) Automation was previously unable to grant access to a shared mailbox if a contact or group existed with the same display name as the user we were attempting to terminate. This has now been resolved. (#23706)
  17. The Pia:Win10 Install Network Printer Automation now handles printer installation with additional fallback mechanism. (#23157)

Note

You will get an email with the Release Notes when you receive the latest version.

If you are interested in being an early adopter, talk to your Partner Success Manager!

What's New πŸŒŸβ€‹

We are excited to announce our latest platform release RC14!

In this release, we have focused on improving the overall Performance of Pia aiDesk with database updates along with some exciting new features and bug fixes.

  • Option to set Priority to SmartForms Tickets
  • Additional Enhancements
  • 5 Bug Fixes πŸ›
Introducing Early Adopters Features

We're trying something new in this release!

With RC14, some features will be released in two phases:

  • Phase 1 - Early Adopters Only
  • Phase 2 - General Availability

This will give these features more time to bake before we make them available for everyone. πŸŽ‚

Release notes for RC14 will only include features which are being made "Generally Available" to all partners. We will include a sneak peak of upcoming features under the "Early Adoptors Features" section at the bottom.

Speak to your Partner Success Manager if you're interested in joining the Early Adopter program or finding out more information.

Option to set Priority on SmartForms Tickets​

Currently, you can specify the board and status of a ticket when it gets created for SmartForms request in the SmartForms settings screen. With this release, we are adding a new option that will allow you to specify the Priority on these tickets as well.

You will see a new drop-down option called 'Priority' added to the Ticketing Defaults section of the Setup Tab (For Defaults) and in the Ticket Stamping Rules Column of the Forms Tab (for Individual Automation Requests).

The options available in this field are based on the Priority levels you have configured in your Ticketing System. (#23794)

Additional Enhancements​

  1. A new built-in activity "Get Connected Services" is now available in the Package Editor screen. This activity allows you to retrieve a list of Connected Services that have been configured for your tenant in the Connected Service screen. (#23159)

    For more on this activity, refer to the article here.

  2. The Pia Agent has been updated so that if an agent fails to connect to the server during the execution of an activity, it re-attempts connection to the server instead of marking the Automation as errored. (#22713)

  3. The tickets created by Pia for SmartForms requests now show Date/Time when the request was submitted at the end of the Subject in Local Timezone. This will prevent Tickets from closing in AutoTask due to duplication and also remove confusion for Engineers while viewing tickets. (#23757)

  4. Updated the Pia Chatbot in the Partner Portal so that it displays an error message if the user attempts to open a Ticket Number or Ticket ID (For AutoTask) that is no longer available in their Ticketing System. (#23809)

  1. Made the Pax8 Connected Service feature more robust by improving how Pax8 API tokens are handled by Pia. (#23964)

Bug Fixes πŸ›β€‹

  1. Fixed an issue where the Chatbot was displaying same values multiple times in a form that had the Repeating section option enabled. (#23086)
  2. Fixed an edge case scenario for a Partner where the Live Package Screen was loading very slow while searching for packages. (#23754)
  3. Fixed an issue with the Config Watcher screen where MS Graph API and Delegate Consent Alert was sometimes being displayed for the Clients with valid Authorisation and Delegate Consents. (#23967)

Early Adopters Features πŸ”β€‹

Microsoft Partner Portal to perform the Microsoft Graph API "Authorisation" process​

Speed up your onboarding of new clients into Pia!

Pia is now working on expanding integrations into Microsoft Partner Center/Partner Portal to perform the Microsoft Graph Authorisation and Delegate Access.

With this new feature, Pia will perform the App Registrations for each client with the relevant GDAP permissions by using a Service Account setup in Partner Portal. This will work for any delegated tokens for user impersonation into the client tenant via Partner Portal.

This will also eliminate the need for setting up Delegate Authorisations per client for commons tasks like Password Resets and will instead leverage the service account through Partner Portal.

What's New πŸŒŸβ€‹

We are releasing a new Platform version containing additional bug fixes - RC13.4!

Planned Release Date: Rollout period between 14/03/2024 and 21/03/2024

This release includes further bug fixes and additional enhancements see below:

  • 9 Bug Fixes πŸ›

See below for further details.

As always, Partner Support is available to assist you.

πŸ› Bug Fixes​

  1. Fixed an issue with Pia Canvas so that when a time entry is logged against a ticket, it only has "Internal" flag set against it in ConnectWise so that it is not visible to anyone outside the organisation. (#23619)
  2. Fixed an edge case scenario when updating the tenants some of the MS Graph Delegate Tokens would expire. (#23648)
  3. Modified the Date/Time conversion logic for Adoption Report so that the Package Execution Dates are now being correctly displayed and the time is displayed in Local Timezone. (#23687)
  4. Fixed an issue where the Scheduled Packages Screen was showing internally assigned ticket number for the AutoTask tickets rather than the AutoTask Ticket Number which was confusing Pia Partner Portal users. (#23895)
  5. Made the Adoption Report screen more robust so that it now takes lesser time to retrieve information in the Report screen such as Available Pia Boards. (#23851)
  6. Fixed an issue for a Partner where the Description added by the SmartForms user while submitting an IT Request Form through the SmartForms Portal was not being added into the description field of the ticket that was created by Pia. (#23818)
  7. Modified the message being displayed when a user tries to install a Pia Agent that is currently in uninstalling state so that it clearly informs the user that the Agent is in uninstalling state and the user will need to wait and retry in a few minutes. (#23814)
  8. Fixed an issue that was causing Automations to fail in some cases for clients with multiple config profiles as the config profiles were failing to populate required information for package execution. (#23791)
  9. Fixed an issue where sometimes SmartForms Automations where Pia was logging status messages in the chatbot for closed requests despite their closed/completed status. (#23935)

We are thrilled to announce our new Automation Release, RFC364- Automation 8.0!

This release includes new integrations and new automations along with added functionalities to some of our existing automations.

Important!

The Automation 8 rollout is being conducted in multiple phases. You will receive an email notification as soon as the version becomes available on your tenant.

🌟 4 New SmartForms Automations!​

Here are the SmartForm Automations that are now available for you to configure for your clients:

  • Smartforms: Terminate User is now available for Cloud Only & On Prem environments (#22082)
  • Smartforms: New User is now available for Cloud Only & On Prem environments (#21945)
  • Smartforms: Grant/Revoke Mailbox Permission is now available for Cloud Only & On Prem environments (#22083)
  • SmartForms: Create/Remove a Mail Forwarding Rule is now available for On Prem environment expanding the total scope to Cloud Hybrid, Cloud Only and now On Prem.(#22453)
Important!

Regarding SmartForms Addon support for On Prem environments, for your clients to login to the SmartForms portal and submit a request, they must have an Office 365 account .

βš’οΈ More Pia Automations!​

5 Semi-Hybrid Automations​

The following Pia Automations now support Semi Hybrid Environment:

  • Pia: Account Locked Out (#15142)
  • Pia: Change User Details (#15150)
  • Pia: Add/Remove Users to Groups (#15143)
  • Pia: Bulk Add/Remove Users to Group (#15146)
  • Pia: Bulk Add/Remove Contacts to Group (#15147)

Pia: One Drive Troubleshooting​

With the new Pia: One Drive Troubleshooting Automation, you can troubleshoot your One Drive issues using the various troubleshooting steps provided and automatically executed by the package. The package will perform the following tasks:

Note: The Automation will confirm any action perform it is performed.

  • Obtain a list of OneDrive Profiles on the target machines
  • Find all synced locations and performs validation of a few common scenarios, such as:
    • Too many synced files
    • Synced Files too large
  • Present a list of synced locations to the user with the option to reset
  • Perform a Stop/Start of the OneDrive Software Application
  • Perform a Log Out of a specified OneDrive profile
  • Perform a Password Reset on the specified profile and optionally send an SMS with the details to a mobile. (#5992)
Package Flow...

Pia: Computer Space Cleanup​

In this release, we are launching a version 2 of the Pia: Computer Space Disk Cleanup Automation with additional package enhancements and performance improvements.

Imp!

The latest version is currently in Beta Mode, during which we'll gather feedback and enhance automation to replace the original Computer Space Disk Cleanup Automation. Meanwhile, both versions are accessible for your usage.

This package will perform the following tasks:

  • Present a list of drives on the machine to perform cleanup on
  • Allow selecting folders to expand the tree view deeper
  • Confirm deletion of files before proceeding
  • Provide a report after the selected actions have been performed
  • Add ticket notes to the ticket once the cleanup task is completed (#13307)
Package Flow...

🀝 CSP License Provisioning Integration with Microsoft Partner Portal​

Updates to New User and Terminate User Automations​

The Pia: New User Package and Pia: Terminate User Package have now been updated to support License Provisioning and De-provisioning through Microsoft (Microsoft Partner Portal/ Microsoft Partner Center). (#23036)

For the New User Automation, you can use the License Provisioning options available in the Package Configuration Form to enable/disable this feature.

For the Terminate User Automation, you can use the License De-Provisioning options available in the Package Configuration Form to enable/disable this feature.

Microsoft Partner Portal: Modify Subscription package​

We are also introducing Microsoft Partner Portal: Modify Subscription package that allows you to review and choose how you wish to adjust the subscriptions for your Microsoft Licenses.

You can also set the maximum number of licenses that can be provisioned/deprovisioned in a single order using the settings option in the package configuration form.

Note

For the packages to perform the licensing function, you must have a licensing-connected service set up for Microsoft partner Portal in your Pia Portal. Click here to learn about Microsoft Partner Portal Connected Service.

🀝 CSP License Provisioning Integration with DickerData​

Updates to New User and Terminate User Automations​

The Pia: New User and Pia: Terminate User Automations have now been updated to support License Provisioning and De-provisioning through DickerData (#23051)

For the New User Automation, you can use the License Provisioning options available in the Package Configuration Form to enable/disable this feature.

For the Terminate User Automation, you can use the License De-Provisioning options available in the Package Configuration Form to enable/disable this feature.

DickerData: Modify Subscription package​

The new DickerData: Modify Subscription package allows you to perform License provisioning/deprovisioning your DickerData Licenses using Pia. (#23054)

You can also set the maximum number of licenses that can be provisioned/deprovisioned in a single order using the settings option in the package configuration form.

Note

For the automations to perform the licensing function, you must have a licensing-connected service set up for DickerData in your Pia Portal. Click here to learn about DickerData Connected Service.

Improved Support for Halo PSA Ticketing System​

The Pia: New User and Pia: Terminate User Automation Process have now been updated to align with other ticketing systems where they update contacts when they are executed in the Halo PSA ticketing system. (#22960)

πŸ”’ New Password Textbox​

All Pia Automations have been updated to use the new Password text box. This change is a part of Pia's ongoing security effort that aims to improve handling of passwords in the Pia chatbot for all automations including the ones that are created by you. (#21731)

You can modify the behaviour of this field in the Tenant Settings screen.

Here are the Automations that have been updated with the New Password textbox

  • New User (All Environments)
  • Re-enable Terminated Account (Cloud Hybrid, Cloud Only & Prem Only)
  • Reset Network Password (Cloud Hybrid, Cloud Only & Prem Only)
  • Account Locked Out (Cloud Hybrid and On Prem)
learn to use this field in your own automations...

Step 1: Go to Form Editor and Create a new Form

Step 2: Add the Password Field from the Toolbox to your form and Save

Step 3: Link your form to your package by copying the static name of the name and adding the name to the 'form_name' input property of 'chat_interaction' activity

Step 4: Save the Package Step 5: When the package is executed in Pia Chatbot, the Password field should display as below (embed mode):

πŸ”₯ Additional Package Enhancements​

  1. The 'Important Notice' message in the Pia: Reset Network Password (Cloud Only) Automation has now been modified slightly to remove confusion for clients that are not AD Synced. (#11195)
  2. The Pia: New User (All Environments) Package Configuration Form now provides an option to enable default "Password Never Expires". When this is ticked, the new user account password will be set to never expire by default. (#8749)
  3. The Pia: New User (All Environments) Automation has additional field added to Access Levels that allows you to set locations for contacts when they are created in Connectwise as a part of New User process. (#22531)
  4. The Pia: New User (On Prem) Automation has also been modified so that you are now able to customise the email address to be different to the UPN of the user you are creating if the suggested email does not match your company policy. This option is already available for Cloud Hybrid and Cloud Only Environments. (#22527)
  5. The Pia: New User, Terminate User and Change User Details Automations have now been updated with an additional option in the Package Configuration Form that allows you to enable/disable contact sync to your ticketing system during the execution of these automations. (#17823)

πŸ› Bug Fixes​

  1. The Setup Mail Forwarding (Cloud Hybrid) Automation while the scheduled package was running at the appropriate time, the scheduled date in the chatbot was being displayed in UTC Time instead of local time which has been fixed to remove any confusion. (#21869)
  2. The Pia: Manage User Licenses Automation now informs the engineer when the user is not found and provides an option to retry. (#20015)
  3. The Pia: Win10 Install Network Printer Automation has now been made more robust by updating one of its activities to be more efficient, faster and support additional printer drivers. (#21634)

We are releasing a new version with a rollup of additional bug fixes - Automation 7.2!

Planned Release Date: Rollout period between 27/02/2024 and 03/03/2024

See below for further details. As always, Partner Support is available to assist you.

🌟 Package Enhancements​

  1. The Pia: Bulk Add/Remove Users to Group Automation will now display all Mailbox types if the selected group is an Exchange based Distribution list. (#23448)
  2. The Pia: Create a Group Automation now allows you to create an exchange online Distribution list without specifying owners or members. (#23377)
  3. The Pia: New User (On Prem Only) Automation now checks for the status of the Microsoft Exchange Information Store Service before creating user mailbox and display a chat message if the service is offline. (#23127)
  4. The Pia: New User (Cloud Hybrid) Automation now has an additional Username format allowing you to set UPN and SamAccountName (Username) formatting by lastFull.firstInitial and lastFullfirstInitial naming convention. (#23464)
  5. The Pia: Teams Troubleshooter Automation now supports Microsoft Teams 2.x (the new version of Teams). (#22613)

πŸ› Bug Fixes​

  1. The Pia: Add/Remove User from Groups Automation now has extra wording to the form to inform users of the selection process (right means selected and left means unselected) which was previously causing confusion. (#23563)
  2. The Pia: Bulk Update User Details (Cloud Hybrid) Automation will now update ConnectWise Contact only if required/corresponding fields have been changed. Otherwise, the update task is skipped by the Automation. (#23011)
  3. The Pia: Install/Uninstall/Reinstall Software Automation has now been made more robust by adding verbose debugging information including interpretation of error codes and exception messages and ability to handle multiple versions of Winget installed on target machine. (#23145)
  4. The Pia: Install Network Printer Automation has been updated with changes to improve the stability of operation with extra error handling and retry behaviour. (#22655)
  5. The Pia: Install Network Printer Automation has been modified to check for special characters in the Printer Name so that it does not error while installing printers. (#23378)
  6. The Pia: Microsoft Teams Troubleshooter Automation has now been updated to retrieve and display ALL users in the user selection drop-down if it could not find users in the configured All Staff Group. (#22870)
  7. The Pia: Manage User Licenses Automation now informs the engineer that the sending of the welcome email feature is currently unsupported if they assign a M365 Copilot license to the user. (#23369)
  8. The Pia: New User (Cloud Hybrid) Automation has now been added with an ability to handle multiple domains in the client's environment during AD Connect Sync. (#23567)
  9. The Pia: New User (Cloud Hybrid) Automation now skips additional mailbox related actions (such as setting Calendar Permissions) when it cannot find user mailbox within Exchange Online which was previously causing the Automation to fail. (#23370)
  10. The Pia: New User (Cloud Only) has now been updated to display additional information in the chatbot before failing if it cannot create a user due to misconfigured environment type (i.e. a client should be configured as Cloud Hybrid but is configured as Cloud Only). (#23308)
  11. The Pia: Terminate User (Cloud Hybrid) Automation now does not error if the user hits cancel during Directory sync retry. The Automation will only cancel the attempt to retry the sync and return to the parent Automation informing the engineer of what went wrong, and also continuing on with the rest of the tasks. (#23314)
  12. The Pia: Triage Automation now also checks for the Engineer Status of the currently run company while performing triage function depending on your Triage Configuration. (#23012)
  13. The Pia: Triage Automation now also creates an Audit Log for custom fields that were modified in the Ticket during the triage process for AutoTask Tickets. (#22951)
  14. The SmartForms: New User (Cloud Hybrid) Automation now auto selects the correct group specified in New User Cloud Hybrid access list which can also be modified by the user. (#23439)

What's New πŸŒŸβ€‹

We are releasing a new Platform version containing additional bug fixes - RC13.3!

Planned Release Date: Rollout period between 28/02/2024 and 06/03/2024

This release includes further bug fixes and additional enhancements see below:

  • 13 Bug Fixes πŸ›

See below for further details.

As always, Partner Support is available to assist you.

πŸ› Bug Fixes​

  1. Fixed an edge case scenario for a Partner where the Agents were not uninstalling (or were re-registering) for a client that was no longer available or deleted. (#23245)
  2. Updated the Adoption Report to display "User Not Found (USERID)" with additional details in the hover text in the 'Assigned to' field for when the assigned Engineer does not have an account in Pia's Partner Portal. (23453)
  3. Fixed an issue with SmartForms Automations where Pia was not respecting the closed status of the ticket that were created from a SmartForm Request and the tickets were getting updated every hour. (#23461)
  4. The Pia Config Watcher has now been updated to filter out Child Clients while reporting for Server Related issues such as Primary Domain Controller not being configured. (23507)
  5. Fixed an edge case scenario for an authorisation error which occurred while running the Terminate User Automation even when the MS Graph API was authorised. (#23520)
  6. The SmartForms Configuration Screen has now been updated to fix an issue when swapping between several tabs of configuration screen would cause certain details to not be saved. (#23531)
  7. Fixed a minor issue in the Pia Clients screen where the 'Pia Status' column was not sorting correctly. (#23538)
  8. Updated the test connection screen in the AutoTask Connected Service to call out when a permissions of the API user that Pia uses is incorrectly setup. (#23555)
  9. The multiple listbox field in all Pia forms has now been modified to wrap the text of the listbox heading if the word is too long. (#23565)
  10. Updated the scheduling email that is sent when a scheduled task for eg: Terminate User succeeds or fails to include the case for when the API user that Pia uses for ConnectWise doesn't have permissions to create a ticket. (#23574)
  11. Fixed an issue which occurred when an AutoTask Ticket was created via SmartForms in the case that the SmartForms user matched a contact in AutoTask which was not linked correctly to the AutoTask company record causing the request to fail as we cannot specify a contact for a ticket which is not associated with the company set on the ticket. (#23580)
  12. Improved the stability and robustness of the way Delegate tokens and consents are handled to reduce the chances of the delegate consents needing to be re-authorised. (#23648)
  13. Updated the Pia Chatbot Chrome extension to automatically open the Pia window when the "Open Ticket with Link" feature for AutoTask is used. (#23668)
  14. Updated the Pia Chatbot to display the message more clearly when a Client is not configured in Pia. (#23484)

Following Automation 7.0, we are releasing a new version with a rollup of additional bug fixes - Automation 7.1!

Planned Release Date: Rollout period between 06/02/2024 and 11/02/2024

See below for further details. As always, Partner Support is available to assist you.

πŸ› Bug Fixes​

  1. The Pia: Change Calendar Permissions (All Environments) Package has now been updated with additional logic to handle the case where the user selects themselves as the user they wish to add to their own calendar permissions. (#22388)
  2. The Pia: Computer Space Cleanup Package has now been modified to display information on the file that could not be deleted instead of erroring. (#23163)
  3. TheΒ Pia: Get User Account Details (Cloud Hybrid) Package has been updated to display the Password Expiration Date to 'Never' if the user password has been set to never expire or if the date is less than 2000's. (#22855)
  4. The Pia: Get User Details (All Environments) Package now searches to find account using username as well if it has no other inputs. (#23154)
  5. The Pia: Log Out User from Windows RDS Package now prompts more information if there are missing permissions so that the Engineer can change permissions then try log off users again. (#22676)
  6. The Pia: Manage User Licenses Package has been modified with a logic to display a prompt warning of litigation hold in the Chatbot and offer confirm option before converting the mailbox. (#22372)
  7. The Pia: Map Network Drive Package has now been updated to support backwards capability to PowerShell 2.0. (#22908)
  8. The Pia: New User (Cloud Hybrid) Package has been updated with an additional check whether the suggested UPN is the same as the UPN added by the user. If not, the latter will be used to create the email address. (#23404 , #23394)
  9. The Pia: New User (Cloud Hybrid) Package has now been updated to consider multiple partitions in the Org Unit while syncing user details. (#22813)
  10. The Pia: New User (Cloud Hybrid) Package has now been updated to run check against the user licenses to confirm if they have the available plans for litigation hold. (#22723)
  11. The Pia: Re-allocate User License (Cloud Hybrid) Package now waits for all the mailboxes to be retrieved before performing operations. (#22646)
  12. The Pia: Re-Enable Terminated Account (Cloud Hybrid) Package now self verifies whether the account has been re-enabled on both AD and Azure. (#22887)
  13. The Pia: Terminate User (Semi Hybrid) Package now moves the disabled user to the correct Org Unit based on the Default OU Configuration setup. (#22002)
  14. The Pia: Triage Package was not setting custom fields in some cases for tickets triaged for Autotask which has now been fixed. (#23212 , #23354)