20 posts tagged with "automation"

Enhancements 🌟​

More Extension Points!​

Previously, Extension Points were limited to a select few automations, which limited our Partners from fully utilizing the functionality. With this release, we’ve expanded Extension Point availability to the beginning and end of ALL Pia Chatbot automations so that you can use these points to add extension automations in your selected Pia automation. (#26521, #27329, #27330, #27331, #27332)

License de-provisioning through Bulk User Offboarding!​

The Pia: Bulk User Offboarding automation has been updated with the license de-provisioning option allowing you to de-provision licenses for multiple offboarded users simultaneously. (#26522)

Additional Changes​

• The SmartForms: User Onboarding and SmartForms: User Offboarding automations have been updated such that when manual tasks are present Pia will prompt the engineer to confirm manual tasks are completed on the ticket before proceeding to close the ticket. This will prevent zero touch automation from closing the ticket in cases where manual tasks are required to be completed. (#26542)

• Removed the prompt for litigation hold in Pia: Staff Offboarding automation as it is no longer a requirement from Microsoft to maintain a license on a shared mailbox where litigation hold was enabled. (#27470)
• Updated the package config form of the Pia: Staff Onboarding automation with the ability to configure access level based shared mailbox permissions. Also, updated the Semi Hybrid version of the automation with the ability to copy mailbox permissions for cloud mailboxes. (#27656)
• The Pia: Staff Onboarding automation now provides you with the ability to customize the SMS that is sent to the new staff. (#27562)
• Included the following missing licenses in the Pia: Staff Onboarding automation license selection dropdown:
  • Microsoft Intune Device [INTUNE_A_D] license (#27565)
  • Windows 365 Enterprise 4 vCPU 16 GB 256 GB [CPC_E_4C_16GB_256GB​]
  • Windows 365 Enterprise 2 vCPU 8 GB 256 GB [CPC_E_2C_8GB_256GB​] (#28319)
  • Microsoft Entra ID P1 GCC [AAD_PREMIUM_GOV] (#28296)
  • Office 365 E3 (no Teams) [Office365_E3(no_Teams)] (#28376)
• The Pia: Reset/Modify Users MFA Auth Methods automation now adds additional details on the ticket audit note such as the account in which the action was performed. (#27846)
• Implemented the welcome email functionality to the SmartForms: Staff Onboarding automation so that a welcome email can be sent to the new staff once their account is setup. (#28125)
• Enhanced the Extension point data schema for all the extension points available in SmartForms: Staff Onboarding and SmartForms: Staff Offboarding automations to include additional attributes such as the submitting user's email address, immutable ID (for Cloud Hybrid versions), and details on user creation—specifically, the creation type and source — indicating whether the user was created via access level, copy user, or a custom method. (#28158, #28178, #27179)
• Updated the Pia: Release Quarantined Emails automation to filter quarantine emails so items with the "Requested" release status are presented first. (#28182)
• Added configuration option in the Pia: Staff Onboarding automation to allow the 'Manager' and 'Copy User' fields to display disabled users if required. (#28309)
• The Pia: Staff Onboarding automation has been updated with a resolution method for clients using a "firstName" only username format. This will then resolve conflicts by appending .lastname to the formatted username (#27080)
• Modified the logic of Pia: Staff Onboarding automation to take into account global attribute config and attributes configured on an access level so that they do not conflict. (#26247)
• Modified DickerData subscription collection to support renewals more efficiently. (#28206)
• Updated the Pia: Computer Performance Report automation to better support machines with multiple CPU's. (#28236)
• Updated the Pia: Re-Enable Offboarded Staff (Cloud Only) automation to unhide users from Global Address List while re-enabling. (#28267)
• Updated the Pia: Deploy SonicWall VPN automation to download the latest version of SonicWall netextender. (#28047)
• Updated the SmartForms: Staff Onboarding automation to better handle Microsoft's rate limiting when retrieving user mailboxes. (#28076, #27400)
• Updated the Pia: Staff Onboarding (Semi Hybrid) automation to create audit log notes if Active Directory Web Services is offline while finding OUs. (#28086)
• Updated the Pia: Staff Onboarding (Cloud Only & Semi Hybrid) automation to allow the selection of the .onmicrosoft.com domain during user creation process. (#27883)
• Updated the logic in the Pia: Staff Onboarding (Cloud Hybrid) automation to better support the re-enable exchange functionality to work for remote mailboxes + On-Prem mailbox creations. (#27988)
• Updated the Pia: Staff Offboarding automation to better handle CSP modifications in scenarios where the scheduled date for terminating a user is outside the deprovision window by displaying a friendly message rather than failing to deprovision. (#27758)
• Updated the Pia: Staff Offboarding (Cloud Only) automation to display a chat message with clearer reasoning when it fails to de-provision subscriptions via CSP. (#27806)
• Updated the Pia: Reset Network Password (Cloud Hybrid) automation to send SMS to the user after Directory Sync occurs so that the user can use the password instantly. (#27647)
• Updated the Pia: Send SMS automation to allow sending SMS with a local or international format to better handle scenarios when international numbers are used. "Local" numbers will now be handled based on the region you set in the tenant settings screen of the Pia Partner Portal. (#27418)
• Updated the Pia: Staff Onboarding (Semi Hybrid) automation to now support additional attributes, similar to the Cloud Only, Prem Only and Cloud-Hybrid variants of the User Onboarding automation. (#27609)

Bug Fixes 🐛​

• Updated the Pia: Get Mailbox Information automation to retrieve user mailbox permissions using GUIDs, eliminating errors caused by duplicate mailbox aliases. (#28308)
• Resolved a performance issue in the Pia: Staff Onboarding (Cloud Hybrid) automation where Azure sync was delayed due to the presence of the Flow Free license. (#28402)
• Resolved an issue with the Pia: Staff Onboarding (Cloud Only) automation where the newly created user was not being assigned to Azure AD groups. (#28415)
• Fixed an issue with the Pia: Staff Onboarding automation where the automation was failing where a home drive path had been provided but the option to enable home drive creation was not switched on. (#28471)
• Fixed an issue with the Pia: Staff Onboarding automation where the automation was failing in scenarios where there were no synced OU's to select from to place the user into. This indicates a misconfiguration in the client environment, but we now handle this scenario gracefully. (#28489)
• Resolved an issue in the SmartForms: Staff Onboarding (Semi Hybrid) automation where Pia was attempting to add a Cloud User to an On-Prem group. (#28241)
• Fixed an issue with the Pia: Staff Onboarding (Semi Hybrid) automation where the automation was not respecting the License Provisioning setup in the Package Configuration Form. (#28273)
• Fixed an issue with the Pia: Staff Onboarding (Cloud Only) automation that could cause the automation to fail if the Shared Mailbox access setting was configured incorrectly. (#28126)
• Fixed an issue with with the Pia: Send SMS automation where Canadian toll-free numbers were not being recognized or supported. (#28137)
• Resolved an edge case scenario where the Pia: Staff Offboarding automation was creating empty tasks in Halo PSA in some scenarios. (#28058)
• Fixed an issue where the Pia: Grant/Revoke Mailbox Permissions in Bulk automation was not granting SendOnBehalfOf Permissions to the user. (#28090)
• Renamed the license option in the Pia: Staff Onboarding automation license selection dropdown from 'Microsoft 365 E5 (No Teams)' to 'Microsoft 365 E3 (No Teams)' to avoid user confusion. (#27888)
• Fixed an issue in the Pia: Staff Onboarding automation where additional characters were being added to the primarySMTP of remote hybrid mailboxes. (#27891)
• Implemented Opt-In functionality to the retrieve all shared mailbox permissions activity for Pia: Staff Onboarding automation to resolve performance issues. (#27898)
• Resolved an issue with duplicate AutoTask subIssueTypes in the Pia: Triage automation. (#28002)
• Resolved an issue with the Pia: Staff Offboarding automation where the user mailbox was not being converted to shared mailbox during termination process if the mailbox was not a User mailbox (e.g. SchedulingMailbox). (#28024, #28025)
• Fixed an issue where the SmartForms: Staff Offboarding automation was unable to terminate the user as the selected out of office date was earlier than the current date. (#28035)
• Fixed an issue in the Pia: Setup / Remove Mail Forwarding Rule automation where the usage of Get-MailContact was leading to pagination errors from the Exchange API. (#28041)
• Resolved an issue caused by a renaming of the ConnectWise board affects Triage mappings. The Triage automation will now track and use the Board Id instead of the name. (#27751)
• Fixed an issue where the SmartForms: Staff Onboarding automation was not respecting the "Disable Contact Creation in Ticketing System" option in the Package Configuration Form. (#27754)
• Fixed an issue where the Pia: Staff Onboarding automation was excluding OUs in limited cases when using the Azure Cloud Sync Service. (#27797)
• Fixed a performance issue in the Pia: Bulk Staff Offboarding automation related to password generation, which occurred due to missing password options setup in the package configuration form. (#27822)
• Improved support for the implementation of the new Microsoft Entra Connect synchronization service to expand support of group based and entire directory sync settings in the Pia: Staff Offboarding automation. (#27835)
• Resolved an issue where the SmartForms: Staff Onboarding automation was unable to detect All Staff Group due to presence of non-alphabetical characters. (#27836)
• Fixed an issue where the Pia: Add/Remove User from Groups(Cloud Hybrid) automation was displaying empty group selection options if the groups were all hosted in a single environment instead of being distributed across both Azure and Active Directory. (#27660)
• Fixed the license verification logic in the Pia: Modify CSP Subscription automation to prevent the package from failing if Pia could not recognize the CSP changes within certain time limit. (#27661)
• Fixed an edge case scenario where the Pia: Triage V2 automation was having an issue while setting custom fields for AutoTask partners. (#27691)
• Resolved an issue with the Pia: Triage V2 automation to better handle when a configured mapping for type/issue type and sub issue type are renamed in the AutoTask ticketing system. (#27701)
• Resolved an issue in the Pia: Re-Allocate User Licenses automation by allowing removal of licenses even if the subscription is over assigned to avoid errors. (#27743)
• Fixed an issue where the Pia: Modify CSP Subscriptions automation was failing if the number of Ingram customers it was collecting was zero. (#27633)
• Fixed an issue with stacked triage dispatch rules where setting the operator to 'Any' failed when the condition included child conditions on the AI Triage screen. (#27643)
• Resolved a performance issue in the Pia: Staff Onboarding automation where the mailbox was not generating in a reasonable time. (#27654)
• Fixed an issue where the Pia: Staff Onboarding (Semi-Hybrid) automation was not updating specified Manager field in Azure if the manager selected had an account in Active Directory but not Azure. (#27574)
• Corrected an issue where the SmartForms: Reset Network Password automation for Semi-Hybrid scenario would output an audit note to the ticket stating that a password reset for both on-prem and cloud was completed, even though only an on-prem user had been selected. (#27488)
• Fixed an issue where there was a possibility that the Pia: Staff Offboarding (On Prem) automation would not respect the password complexity rules configured on the global config form causing an error when clearing/resetting the password of a user when they are offboarded (if configured to do so). (#27501)
• Resolved an issue with the Pia: Computer Space Cleanup automation where the package was failing to process empty paths. (#27506)
• Resolved an issue where the Pia: Staff Onboarding (Cloud Only) automation was failing due to the presence of apostrophes in the Group name. (#27507)
• Fixed memory issues within the Pia: Computer Space Cleanup automation to ensure so that the package can delete large amounts of files. (#27389)
• Resolved an issue where the Pia: File Share Security Change automation was failing when the users selected a drive that has been mapped to azure storage containers. (#27415)
• Fixed an issue within the Pia: Staff Offboarding (Cloud Hybrid) automation that was causing a double up of audit notes for converting mailbox to shared. (#27420)

What's New 🌟​

Major New Features/Release Items​

CSP License Procurement for SmartForms #💡​

• User Onboarding & User Offboarding SmartForms Changes

4x New Automations!​

• Challenge User Identity #💡
• Challenge User Identity via Duo #💡
• Reset/Modify Users MFA Auth Methods with Duo #💡
• Recreate Outlook Mail Profile

2x New AI AutoStart Automations!​

• Outlook Mail Flow Troubleshooting
• Printer Troubleshooting

CSP License Provisioning Integration with Sherweb​

Additional Changes​

🌟 CSP License Procurement for SmartForms (User Onboarding & User Offboarding)​

User Onboarding & User Offboarding SmartForms Changes​

(This was an idea submitted by our Partners! #💡)

We have now added the ability to procure licenses through User Onboarding and User Offboarding SmartForms so that when a user submits a User Onboarding or a User Offboarding request through the SmartForms portal, Pia can automatically provision or deprovision license based on the request submitted.

As a refresher, here is the list of CSP integrations supported by Pia and a quick guide on CSP Integration configuration: CSP Integrations.

This feature can be enabled with the same checkbox that is used to enable CSP license Procurement in Chatbot Automations.

🌟 4x New Automations!​

Challenge User Identity​

(This was an idea submitted by our Partners! #💡)

Need to reset a user's password but you don't trust the person on the call?

Use the new Pia: Challenge User Identity automation to authenticate the user before you proceed with any of their Service Desk requests! (#25659)

Challenge User Identity via Duo​

(This was an idea submitted by our Partners! #💡)

Of course, not every client uses Windows Authentication which is why we've extended our support for the new Pia: Challenge User Identity via Duo automation to Duo.

A push notification will be sent to the user's Duo app asking them to confirm that the request is being made by them or someone on their behalf. (#25658)

Reset/Modify Users MFA Auth Methods with Duo​

(This was an idea submitted by our Partners! #💡)

Use the Reset/Modify Users MFA Auth Methods with Duo automation to add or remove authentication methods configured in a user's Duo app. You can choose to set up SMS or email-based authentication, which will be sent to the user for verification. (#26362)

Recreate Outlook Mail Profile​

The new Recreate Outlook Mail Profile automation allows you to reset or modify a user's Outlook mail profile automatically from Pia's chatbot.

🌟 2x New AI AutoStart Automations!​

We're excited to announce the addition of two new automation packages to our AI AutoStart lineup: Pia: Outlook Mail Flow Troubleshooter (#25875) and Pia: Printer Troubleshooter (#26237).

With AI AutoStart enabled, these automations will initiate relevant troubleshooting steps as soon as the user submits a request and generate a report in the chatbot without any manual intervention from the engineer.

To learn about configuring AI Autostart, click here.

🤝 CSP License Provisioning Integration with Sherweb​

Sherweb CSP now adds to our list of supported CSPs for managing Office 365 licenses!

You can now automatically manage Office 365 licenses directly through our automation processes like Staff Onboarding, Staff Offboarding, and Manage User Licenses. This enhancement will save you time and streamline your routine processes, making license management more efficient and hassle-free! (#9490)

For the Pia: Staff Onboarding Automation, you can use the License Provisioning options available in the Package Configuration Form to enable/disable this feature.

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

The Pia: Modify CSP Subscriptions Automation has also been updated to support license procurement through Sherweb. As with other CSP integration, this enhancement allows you to review and choose how you wish to adjust the subscriptions for your Licenses via Sherweb.

To learn more about Sherweb Integration, click here.

🌟 Additional Changes​

• Added remote server support to the Pia: Staff Onboarding - Home Drive Creation functionality. Pia now supports Home Drive shares on machines other than the primary domain controller. (#17264)
  (This was an idea submitted by our Partners! #💡)
• The Pia: Remote Desktop Setup automation has now been updated to support RDP files with no defined hostname. (#22905)
• The SmartForms: Staff Onboarding form has been updated to include an Employment Start Date field. This allows you to specify the start date for the new staff member being onboarded. If a start date is entered, it will also be automatically included in the ticket summary for the corresponding SmartForms request. (#25294)
  (This was an idea submitted by our Partners! #💡)
• The Pia: Blacklist Email automation has been updated to display the current list of blocked senders and domains. Similarly, the Pia: Whitelist Email automation is now updated to show current the list of allowed senders and domains. (#27161)
• The Pia: Change User Details automation now allows you to update additional details about a user. These details include:
  • UPN Field
  • Proxy Address
  • Mail Nickname
  • Extension Attributes (#8595)
• The previously launched Pia AI Autostart: Computer Performance Report automation has been further modified to perform self heal actions and resolve issues whenever possible. (#26316)
• The Pia: Staff Offboarding automation has been added with an option to modify the display name with prefix or suffix during the termination process. (#13238)
• The Pia: Get Mailbox Information automation has been enhanced to make the package more robust, ensuring that the delegates and forwards report accurately captures all essential data. (#25205)
• The Triage V2 automation now supports additional conditions and actions that were introduced in Platform 18.
  These new conditions and actions allow you to dispatch tickets based on additional scenarios that suit your business. (This was an idea submitted by our Partners! #💡)

Enhancements 🌟​

• Added a limitation in the Pia: Staff Onboarding package to prevent departments inputs that are longer than 64 characters. (#27036)
• The Pia: Staff Onboarding (Cloud Hybrid/Cloud Only) package now informs engineers that the UPN will also be the same as the Primary SMTP Address set on the users account when duplicate values are found. (#27052)
• Removed a filter on the SmartForms: Change Calendar Permissions package that excluded disabled shared mailboxes. (#27069)
• Updated the Pia: Staff Onboarding package to add a ticket audit note stating the assignment of group memberships in Office365 has been skipped if the package stops due to licenses not being available. (#27087)

Bug Fixes 🐛​

• Updated the send sms activity to output a message in a rare case of failure to inform the engineer. (#27017)
• Made the audit logging on the Pia: Staff Onboarding package more robust by adding more details around extensionAttributes and the values that were being set. (#26771)
• Resolved an issue where the Pia: Staff onboarding package was unable to collect customers and subscriptions details of Partners that use Ingram Micro. (#26777, #26802)
• Fixed an issue with the Pia: Computer Performance package where Pia attempted converting a time to an incorrect format. (#26784)
• Updated the Pia: Modify CSP Subscriptions package with an error handling logic to handle scenarios where the customer has zero subscriptions. (#26867)
• Fixed an issue with the SmartForms: Staff Onboarding (Cloud Hybrid) package where the package was retrieving duplicate users (i.e. users with the same samAccountName) and failing as it could not identify the correct one. (#26904)
• Fixed an issue with the CSP mechanism of Pia packages that was causing incorrect customers to be auto selected in rare cases. (#26946)
• Added an error handling logic to the Pia: Get Mailbox Information package so that it would not fail when a bad mailbox within exchange online is found. (#27003)
• Fixed an issue with the Pia: Re-Enable Offboarded user (Prem Only) package that was preventing accounts that are yet to be signed into from resetting the user password. (#27014)
• Fixed an issue with the Pia: Staff Onboarding (Cloud Only) package which was allowing engineers to select licenses that had a count of zero which were not able to be collected via the CSP. (#27025)
• The Pia: Staff Onboarding package was updated to filter out disabled users in the 'copy user' and 'manager' drop-downs so that they could not be selected by the engineer in the chatbot. (#27026)
• Resolved an issue in the SmartForms: Staff Onboarding package where Pia was not informing engineers of validation errors occurring within the verification steps. (#27028)
• Fixed an issue with the Pia: CSP Modify Subscriptions package for DickerData so that annual committed subscriptions with monthly set billing displays the monthly cost. (#27043)
• Removed an unneeded suffix value from the Azure UPN extension data for Pia: Staff Offboarding (Semi Hybrid) package. (#27049)
• Fixed an issue with the SmartForms: Change Calendar Permissions package Removed a filter that excluded disabled shared mailboxes from the change calendar permissions smartform
• Fixed an issue with the Pia: Staff Offboarding package where a false error message was being displayed in a case where extensionAttributes were not attempted to be set. (#27085)
• Fixed an issue with the Pia: Staff Onboarding (Cloud Only) package to prevent timeout failures when retrieving all shared mailbox permissions. (#27088)
• Resolved an issue in the SmartForms: Staff Offboarding (Cloud Hybrid/On Prem) package where the package was not respecting the All Staff group added to the client config form while searching for users. (#27106)
• Fixed an issue with the Pia:CSP Modify Subscriptions package which was causing package failure when attempting to collect all customers from the Microsoft Partner Center integration. (#27137)
• Fixed an issue with the SmartForms: Staff Onboarding package where the package was unable to set exchange permissions if mailbox location was set to remote. (#27254)
• Fixed an issue with the Pia: Staff Offboarding package where the package was failing if a customer had a license subscription found in multiple CSPs. (#27265)
• Resolved an issue with the SmartForms: Staff Onboarding (Cloud Hybrid) package where the package was failing to verify exchange based group assignments. (#27271)
• Updated the Pia: Staff Onboarding (Cloud Only) package to improve handling of transient errors in case of CSP API failure with better error logging and message output. (#27284)
• Fixed an edge case scenario where the Pia: Staff Onboarding (Cloud Hybrid) package was incorrectly displaying users in the copy user and manager dropdowns of the the user onboarding form. (#27328)
• Updated the Pia: Computer Performance Report package to prevent it from hanging due to speedtest failure. (#27385)

Enhancements 🌟​

• The Pia: Log Out User from Windows RDS Package now logs additional audit notes in the ticketing system providing more information on the logged in user and the server. (#25894)
• Additional naming conventions, including 'firstFull_lastFull,' 'firstinitial_lastFull' and 'firstFull_lastInitial' have now been implemented in the Pia: Staff Onboarding package for SAM Account Name and UPN. (26624)
• Modified the Pia: Create Shared Mailbox Package to automatically disable newly created accounts by default. An optional setting is now available in the chatbot within the mailbox creation form, to enable the generated account if required. (#26518)
• Enhanced the Pia: Staff Offboarding (Semi-Hybrid) Package with the ability to hide the user mailbox from Global Address list. (#26664)
• Two new license options have now been added to Pia's license matrix, allowing them to be selected as part of the user license selection process for multiple automations.These licenses are: MicrosoftTeams_Enterprise_New and Microsoft_365_E3(no_Teams). (#26656)
• The Pia: Staff Onboarding Package has now been updated to inform the engineers that the default license if the default licenses are not available. (#26288)
• The Pia: Setup/Remove Mail Forwarding and Pia: Add/Remove User from Groups packages have been updated to bundle the scheduled ticket with the original one once the automation is complete. (#26969)
• The Pia: Computer Space Cleanup package has been updated with additional configuration options to set the minimum size expected for folders to be displayed within the cleanup temp folders form. (#26836)
• The SmartForms: Change Calendar Permissions package has now been updated with additional logic to present the option to modify user permissions for Semi-Hybrid executions. (#26786)
• Implemented the ability to run the Pia: Staff Onboarding automation without requiring the use of a manual DirSync. Pia will now simply wait for the user to appear in Office 365 if configured to do so via the newly added package configuration option. (#26298)
• Updated the Pia: Computer Space Cleanup package to output DISM results in the chatbot in the case of a failure from the DISM tool, the output will now indicate as such and indicate what error has occurred. (#26849)

Bug Fixes 🐛​

• The Pia: Staff Onboarding Package was missing two default Microsoft Teams licenses in the license selection drop-down. They have now been re-added. (#25755)
• The Pia: Staff Offboarding Package now logs an audit note regarding the result of the password reset action in the ticketing system. (#25836)
• The Pia: Staff Onboarding Package previously had a case sensitivity on the access method for collecting the distinguished name of the domain users group which was causing package failure. This has now been fixed. (#25710)
• Fixed an issue with Pia: Log Out User from Windows RDS Package where the Package was failing to add a device to the local admin group. (#25746)
• The Pia: Staff Onboarding Package was producing a duplicate success message in the chatbot during group assignment which has now been fixed. (#25869)
• The Pia: Staff Onboarding (Cloud Only) Package was having an issue with assigning all expected security groups when waiting for group based licensing. This issue is now resolved. (#25933)
• The Pia: Staff Onboarding Package now skips the assignment of Exchange Online Groups if the engineer creates the new user without a mailbox. (#25721)
• Adjusted the logic in the Pia: Win10 Install Network Printer Package to allow adding printer drivers via additional resources. (#25992)
• The Pia: Account Locked Out Package has now been updated to filter out non synced users while syncing changes to the AD after unlocking the account. (#26016)
• Fixed an issue with the Pia: File Share Security Change Package where Pia was displaying IP based drive/share mappings. (#25990)
• Fixed an issue with the Pia: Get Mailbox Information Package where Pia was attempting to populate multiple items within a text field causing the form to break. (#26140)
• Added more error handling within one of the activities of the Pia: Reset Network Password (Cloud Hybrid) Package to prevent failures. (#26156)
• The Pia: Manage Software Package has now been updated to log additional information in the ticketing system when an error occurs. (#26072)
• The Pia: Staff Onboarding Package now displays a notification in the chatbot to the engineer about adjusted SAM Account Name and UPN if the provided ones are already in use. (26092)
• Updated the Pia: Get Software Information Package to collect additional installed software and output in the Pia Chatbot. (#26138)
• Fixed an issue with the Pia: Staff Onboarding Package where the package was failing if a group has the same Proxy Address as the one the user was attempting to create. (26142)
• Fixed an issue with the SmartForms: Create or Remove Mail Forwarding Rule Package where it was not taking into consideration the custom email field. (#26196)
• The Pia: Staff Onboarding (Cloud Hybrid) Package now logs additional notes in the ticketing system when the user is assigned to Active Directory Groups. (#26340)
• The Pia: Staff Account Details (Cloud Only) Package has now been updated to filter users that are not synced rather than filter users without a SAM Account Name. (#26369)
• Fixed an issue with the Pia: Create a Group Package where Security Groups with the same name were being created in different Org Units. (#26379)
• Updated the Pia: Microsoft Teams Troubleshooter Package with additional error handling methods to prevent package failures. (#26387)
• The Pia: OneDrive Troubleshooter Package now displays a message in the chatbot when an error occurs while attempting to search a directory where the sync locations are too long instead of failing the package. (#25625)
• Updated the SmartForms: User Onboarding Package to skip the Azure AD: License Capability Check when running for Prem-Only clients. (#25703)
• Fixed an issue with the SmartForms: Staff Onboarding Package where it was failing to respect the plain text password rules based on the client's onboarding configuration. (#25881)
• Updated the Pia: Staff Onboarding Package with additional error handling logic to prevent package failure when additional attributes are set incorrectly. (#26469)
• The Pia: Staff Offboarding (Cloud Only) Package was failing to remove a user from the groups if the user was part of more than 40 groups in Microsoft 365. This issue has now been resolved. (#26479)
• Fixed an issue with the SmartForms: Setup/Remove Out of Office Package where the Time Logging was not working. (#26535)
• The 'ticketing_system_get_company_by_id' and the 'cw_get_company_by_id' activities can now run without using the ticket id input variable. (#26572)
• Fixed an issue with the Pia: Staff Onboarding (Semi-Hybrid) Package where a security group was not being displayed in the group selection form for a client. (#26634)
• Fixed an issue with the SmartForms: Staff Offboarding Package where the user selection drop-down in the forms included groups. (#25823)
• Updated the Pia: Reset Network Password (On Prem) Package to log additional notes into the ticketing system summarizing the password reset actions and their status. (25492)
• Fixed an issue with the Pia: Grant Mailbox Permission package where the UPN value was not automatically set to the value of the Primary SMTP after the user account was converted to shared mailbox. (#23711)
• Fixed an issue with the Pia: Triage Package where the package was failing to assign tickets if the user had blocked their calendar. This was specific to Halo Ticketing System. (#25826)
• Fixed an issue with Pia: Staff Onboarding Package where the package was failing to retrieve shared mailbox permissions due to unsupported URL used for the Recipient Permissions. (#26324)
• The Pia: Staff Onboarding Package now has the option to select the Microsoft Entra Suite License in the license selection drop-down. (#26454)
• The SmartForms: Staff Offboarding Package was incorrectly passing manager data to the extension automations which has now been fixed. (#26878)
• Fixed a RegEx issue with the Pia: Change Calendar Permissions package that was preventing users from appearing in the user selection dropdown in cloud hybrid environments under certain scenarios. (#26862)
• Resolved an issue with the SmartForms: Staff Onboarding package where the package was failing to properly log additional password information to the ticket when configured to do so. (#26742)
• Fixed an issue with the Triage feature where it was failing to collect ticket data from AutoTask ticketing system. (#26749)
• Enhanced resiliency in the enablement of litigation hold for new user mailboxes in the Pia: Staff Onboarding package. (#26675)
• Resolved an issue with the Pia: Staff Onboarding package where the creation of new user was failing due to use of special characters. (#26681)
• Fixed an issue with the Pia: Bulk Update User Details (Cloud Only) package where the package was unable to modify privileged account details due to a missing scope. (#25904)
• Fixed an issue with the Pia: Computer Performance Report package where it was auto selecting a device that was offline and leading to an infinite loop for certain AI AutoStart scenarios. (#26894)
• Fixed an issue where the SmartForms were loading slow by adding multiple filter styles and minimizing the amount of data Pia collects and processes. (#25807)
• Fixed an edge case scenario where the Triage feature was missing audit logs when running in live mode. (#26857)
• Adjusted the Pia: Get User Account Details package so that it no longer fails if the date/time conversion fails. (#26654)
• Fixing an edge case scenario for Pia: Staff Onboarding Package where some sync containers were not recognized during new user creation. (#26641)
• Fixed an issue with the Pia: Computer Performance Report package where Pia failed to suggest subsequent packages after the initial package execution was completed. (#26846)
• Resolved an issue with the Pia: Staff Onboarding (Cloud Only) package where Pia was not respecting the "Disable Contact Creation on Ticketing System" flag in the package config tool. (#26689)
• Fixed an issue where the Pia: Staff Offboarding (Cloud Hybrid / Cloud Only) packages would fail when attempting to deprovision an annual committed license. (#26855)
• Fixed an issue with Pia: Staff Onboarding (Cloud Hybrid) package for remote mailbox scenarios where mailbox creation process was incorrectly completing causing remote mailbox creation to fail and duplicate the mailbox in exchange online. (#27009)
• Resolved an issue in the SmartForms: User Onboarding (Semi Hybrid) package that was preventing the assignment of multiple licenses through access levels. (#26790)
• Resolved an issue Pia: Staff Onboarding package where Pia was failing to recognize the pre-configured Org Units set up in the package configuration form in an edge case scenario. (#26735)
• The SmartForms: Staff Offboarding package did not show Out of Office configuration options due to incorrect logic. This has now been amended. (#26760)
• Resolved an issue in Pia: Staff Onboarding package where the assigned licenses were not being passed to the extension automation at the end of package execution. (#26943)
• Added RegEx to the password field of the Pia: Staff Offboarding package to prevent engineers from entering tab characters (as these character types are invalid). (#26783)
• Resolved an issue in the SmartForms: Staff Onboarding package where an error occurred when only one shared mailbox permission was collected, preventing the review form from being presented to engineers. (#26737)
• Resolved an issue in the SmartForms: Staff Onboarding package where Pia would attempt to search for exchange capable licenses however would fail in certain edge case scenarios. (#26860)
• Fixed an issue with the Pia: Staff Onboarding package where the package failed upon reaching the timeout limit when attempting to query recipient permissions. (#26746)

What's New 🌟​

Release Items:

• 2x New Automation Packages!
• 🎆NEW AI AutoStart Automations!🎆: for OneDrive AND Computer Performance Report.
• 1x New Integration!: User Onboarding/Offboarding license procurement via Ingram Micro.
• AI Triage Updates: More conditions and actions added to dispatch!
• Semi-Hybrid Support for SmartForms Automations: 3x SmartForm automations receive the Semi-Hybrid treatment!
  
  

New Features and Enhancements​

🌟 2x New Automation Packages 📦​

• 👥 Bulk User Offboarding: It's finally here! After receiving your valuable feedback through Pia Ideas, you can now Offboard multiple users at a time! (#23948)
• 🖥️ Computer Space Cleanup V3: We are relaunching the Computer Space Cleanup package, this will have all of the functionality of Versions 1 and 2 so you won't miss out on your favorite features. (#24212)

🌟 NEW AI AUTOSTART AUTOMATIONS!! 🤖​

(Early Adopters Program Only)

• We're excited to announce the release of our new AI AutoStart Automations for the OneDrive Troubleshooting Automation (#25874) AND Computer Performance Troubleshooter AutoStart Automation (#25927) with real-time diagnostic reporting as users submit their tickets, engineers are equipped with the completed initial report to resolve tickets faster!

🌟 CSP Integrations​

🪪 Feature Enhancement​

The CSP Integration has been enhanced with additional functionalities to better handle over assigned licenses and multiple Subscriptions/Licenses with different commitment periods.

To learn about these changes, refer to this article.

🪪 Ingram Micro (CSP)​

(Early Adopters Program Only)

• Ingram Micro now adds to our list of supported CSPs for managing Office 365 licenses! You can now automatically manage Office 365 licenses directly through our automation processes like Staff Onboarding, Staff Offboarding, and Manage User Licenses. This enhancement will save you time and streamline your routine processes, making license management more efficient and hassle-free! (#23049 and #23050)

🌟 AI Triage Updates 🚛​

We've added 4 new conditions to AI Triage to better manage your incoming tickets! Check out the New AI Triage Experience Release Notes.

• Ticket Status Condition for Ticket Dispatch. (#13871)
• Triage Condition for matching board: route tickets to the appropriate Help Desk Board based on conditions you specify! (#15583)

🌟 Semi-Hybrid Support for SmartForms Automations!​

• We've expanded our environment support to Semi-Hybrid for SmartForms.
  • Password Reset (#24789)
  • Staff Offboarding (#24791)
  • Staff Onboarding (#24790)

New and Enhanced in this Release ✨​

• 📅 Get Staff Account Details Automation has a new property, "Password Last Set Date", this shows when the user last set their password. (#25192)
• 🤓 Added support for SAM Account Name for the User Onboarding Package - specifically new username format First Name and first two characters of Surname: johnsm (for John Smith). (#25808)
• 📮 NEW Extension Automation: Enable Mailbox Archiving. (#24746)

We hope these enhancements improve your experience and streamline your workflows. Stay tuned for more updates and new features in future releases. As always, your feedback is invaluable to us. Please don't hesitate to reach out with any questions or suggestions.

Thank you for choosing Pia aiDesk as your automation platform of choice!

The Pia Product Team

Enhancements ✨​

• A new Triage action has been added to set ticket priority based on predefined conditions in the triage package. The priority value is aligned with the ticketing system used by the partner. (#13296)
• The Win10 Install Network Printer and Printer Troubleshooting packages now display the system name (hostname) of the printer alongside the display name to make printer selection easier. (#18256)
• Added scheduling functionality to the Change User Details package, allowing the automation to be scheduled for later. (#23661)
• The text "Please do not reply, this is an automated message." has been added to all SMS notifications sent by Pia to prevent confusion and manage user expectations. (#24784)
• Added Microsoft Entra ID P1 for faculty (AAD_PREMIUM_FACULTY) as a default license option to the Staff Onboarding configuration forms (#25080).
• Added an extension point to CSP Licensing: Modify Subscription to allow MSP's to create approval extensions for CSP license changes. (#25350)
• Updated the audit note in Send SMS package. It now includes the name, phone number, and message details of the person selected or texted directly. This information will show in the audit logs. (#25738)

Fixes 🐛​

• Fixed an issue in the Staff Onboarding package where permissions weren’t collected properly a rare edge case. (#25774).
• Fixed an issue in the Staff Onboarding Smartform to add missing Windows 365 Enterprise license option. (#25693).
• Fixed an issue in the Staff Offboarding SmartForm where a user wasn’t being moved to the correct group after termination due to an invalid configuration value. (#25570).
• Fixed an issue in the Staff Onboarding package where contact details weren’t available to your custom extension point for the Semi-Hybrid variation of the new user automation. The system now ensures contact creation is done prior to the extension point. (#25495).
• Fixed an issue in the Grant Mailbox Permissions in Bulk package where users could not configure "send on behalf" of a mailbox due to incorrect of UPN to Primary SMTP. (#25454).
• Fixed an issue in the Re-Enable Terminated User automation where only Organizational Units (OU) containing at least 1 active user were available for selection when re-enabling terminated accounts. The system now loads all OU's for Cloud Hybrid and On-Prem environments (#25453).
• Fixed an issue in the Staff Onboarding package where an incorrect error message was displayed during an Active Directory sync issue. The system now shows the correct error message and retries the sync if needed (#25449).
• Fixed an issue in the Create Shared Mailbox package where the .onmicrosoft domain wasn’t available when creating shared mailboxes. The system now correctly includes the .onmicrosoft domain as a valid option (#25448).
• Fixed an issue in the Staff Onboarding automation where a failed license assignment caused a retry loop but didn’t skip unnecessary steps. The system now skips directly to the next relevant step, improving efficiency (#25416).
• Improved the wording in the Grant Mailbox Permissions in Bulk automation to ensure engineers see a clear message stating that “All permissions will be removed” during mailbox permission removals (#25407).
• Fixed an issue in the Staff Onboarding automation where removing an "@" symbol from a UPN field caused a failure. We now ensure the "@" symbol is always present, preventing errors during user creation (#25396).
• Added a clearer error message in the Reset Network Password automation to inform engineers when a password complexity rule isn’t met. The system now also verifies password success and retries if necessary (#25390).
• Fixed an issue in the CSP Licensing: Modify Subscriptions automation where timeouts occurred and responses were not handled correctly. We’ve increased the timeout and improved the error handling logic to catch and retry on failures (#25386).
• Fixed an issue in the Reset Network Password package where we couldn’t find the user in the domain controller, leading to errors. We’ve added more variables to ensure the user can be found more reliably (#25380).
• Updated the SonicWall VPN package to ensure the latest version of the application is installed by using the updated installer URL (#25361).
• Fixed an issue in the Change User Details automation where we were using an outdated PowerShell method that caused errors. We’ve updated it to use the correct method for compatibility (#25349).
• Fixed an issue in the VPN Setup automation where space characters in the input variables caused incorrect data processing. We’ve removed unnecessary whitespace to ensure proper handling (#25331).
• Improved error handling in the CSP Licensing: Modify Subscriptions automation to ensure exception messages are always logged, and retries occur for certain errors to successfully collect subscriptions (#25324).
• Fixed an issue in the Create Shared Mailbox package where a misleading error was shown for federated domains. We’ve added a specific error message to clarify the exact issue when updating the UPN fails (#25310).
• Fixed an issue in the Staff Onboarding package where the middle name field was incorrectly marked as failed without a proper null check. Now it only fails if the field is actually empty or null (#25290).
• Fixed an issue in the Change User Details automation where whitespace in proxy addresses caused updates to fail. We’ve added trimming to ensure the input is handled correctly (#25273).
• Fixed an issue in the Staff Offboarding automation where mailbox conversion would fail if the mailbox couldn’t be found. We’ve added handling to allow retries or skipping mailbox actions when necessary (#25270).
• Improved the Staff Onboarding automation to ensure licenses are processed correctly when the prompt for confirmation setting is disabled. Now it handles licenses without duplicates automatically, and asks for confirmation only if needed (#25266).
• Fixed an issue in the Staff Onboarding and Change User Details automations where validation for user names was too strict. We’ve adjusted the logic to allow numbers at the start of names and display names (#25265).
• Improved the Staff Onboarding automation to handle retries when calendar permissions fail due to a connectivity issue. It will now retry or notify the engineer depending on the issue (#25251).
• Fixed an issue in the Staff Offboarding automation where the Get User Details activity would fail when trying to retrieve details of a disabled user. We’ve moved this activity earlier in the workflow to prevent the error (#25247).
• Fixed an issue in the Add/Remove User from Groups package where groups with unreadable names were causing errors. We now use the ObjectGUID to ensure proper handling of groups even when their display name is null or unreadable (#25230).
• Fixed the Microsoft Teams Troubleshooter automation to ensure it clears all cache locations, including the new Teams cache (#25229).
• Improved the Staff Onboarding automation to continue successfully when no customer is selected (when using the CSP integration), only showing licenses with available counts greater than zero (#25221).
• Fixed an issue in the Staff Offboarding automation where an uninitialized variable caused mailbox conversion to fail. We now initialize the $skip_mailbox_conversion variable properly (#25198).
• Added exception handling and retry logic for network timeouts in the Get Shared Mailbox Permissions automation (#25172).
• Fixed an issue in the Computer Space Cleanup automation where long directory paths exceeding the 260-character limit caused errors. Now we handle this with a proper exception and continue logging (#25037).
• Improved the Delete Mail Contacts package by adding error handling for missing contacts and stopping sync from the On-Prem package back to the parent in Cloud Hybrid scenarios (#25021).
• Added debug information for error requests in the CSP Licensing: Modify Subscriptions automation, specifically when handling PAX8 licenses (#24974).
• Improved the Staff Onboarding automation to include all sub OUs from Microsoft Azure Active Directory Connect, unless explicitly excluded (#24858).
• Added chat interaction and auditing to the Create Shared Mailbox automation to provide detailed information about the mailbox setup, including who was granted permissions, the mailbox SMTP, and display name (#23693).
• Adjusted Change Calendar Permissions to support both cloud and on-prem mailboxes in hybrid environments, allowing users to select mailboxes from both locations. (#20341)

Release Items:

• Pia's AI-Assisted Triage for HaloPSA
• Automated Office 365 License Management through Rhipe (CSP)
• More Customizable Pia's SmartForms!
• More Extension Automations
• Additional SmartForms Enhancements

📺 Watch our walkthrough video to explore the main features and enhancements included in the release!

New Features and Enhancements​

🌟 AI-Assisted Triage for HaloPSA​

• Our Triage & Dispatch solution is now available in HaloPSA! HaloPSA partners can now benefit from automatic ticket categorization and assignment to engineers. While this solution is already a game-changer, we're just getting started with Pia's AI-Assisted Triage. Expect more enhancements as we progress through our roadmap. Stay tuned, Triage enthusiasts! (#16022)

🌟 Automated Office 365 License Management via Rhipe (CSP)​

• Rhipe now adds to our list as a supported CSP for managing Office 365 licenses! You can now automatically manage Office 365 licenses directly through our automation processes like Staff Onboarding, Staff Offboarding, and Manage User Licenses. This enhancement will save you time and streamline your routine processes, making license management more efficient and hassle-free! (#23052) (#23053)

🌟 More Customizable Pia's SmartForms!​

• We are excited to announce that all available SmartForms at the time of this release now support extension points. This means our partners can customize them by adding their preferred forms and extensions to better suit their customers' workflows. (#23969)

  • Account Locked Out
  • Change Calendar Permissions
  • Create or Remove a Mail Forwarding Rule
  • Grant or Revoke Mailbox Access
  • Reset Network Password
  • Setup or Remove Out of Office
  • Staff Offboarding
  • Staff Onboarding

🌟 SmartForms Enhancements!​

• Enhanced New User SmartForms

We’ve made improvements to our Staff Onboarding SmartForms for both Cloud Only (CO) and On Premises (OP) environments during Zero Touch execution, making them more reliable and user-friendly. (#22966)

➕ The following functionalities have been added:

Cloud Only (CO) & On Premises (OP)​

• Welcome Email
• Primary SMTP Address Domains
• Separate Email Address to User Principal Name
• User Selection Dropdowns

On Premises (OP):​

• Home Drive Enabled

New Features:​

• Separate Email Address to User Principal Name
• Security Groups

🌟 Improved SmartForm Ticket Titles​

• We’ve made an important update to ensure that the titles of the tickets generated by SmartForms are now more meaningful and contain key information from the form itself. This improvement helps in better understanding and managing the requests. (#23780)

A few examples:

Staff Onboarding Reworded:​

• New User Request for < First Name, Last Name of the user >

Staff Offboarding Reworded:​

• Offboarding Request for < First Name, Last Name of the selected user > effective immediately (if the user has selected Now)
• Offboarding Request for < First Name, Last Name of the selected user > at < Scheduled Date and Time >

🌟 More Extension Automations!​

🔗 These Pia Automation Packages now support extension automations, empowering your customization creativity! (#23745)

Note:

• Pre: Before the package execution
• Post: After the package execution

🌟 Expanded Environment Support!​

🖥️ We are excited to announce expanded environment support for some of our key automations!

• Change Calendar Permissions now supports the Semi-Hybrid environment, providing greater flexibility and control for administrators managing hybrid setups. (#24938)
• Grant Mailbox Permissions Automation (Cloud Hybrid) now supports on-premises Exchange as well, extending its capabilities beyond just the cloud environment. (#15542)

We hope these enhancements improve your experience and streamline your workflows. Stay tuned for more updates and new features in future releases. As always, your feedback is invaluable to us. Please don't hesitate to reach out with any questions or suggestions.

Thank you for choosing Pia aiDesk as you automation platform of choice!

The Pia Product Team

Enhancements ✨​

1. Pia Triage now supports the ability to set the Category in Autotask upon processing the ticket (#24906).
2. The Grant Mailbox Permission package now includes a popup to display current users and their permissions (#24381).
3. Added support for a Fax Number field in bulk updates to the Update User Details package (#24705).
4. Streamlined the process to promote packages to live environments, enhancing deployment efficiency (#24475).
5. Improved the Create a Group package by adding comprehensive error handling (#23676).
6. Improved Staff Onboarding logic to ensure that SendOnBehalfTo permissions are added without removing existing permissions to allow outbound emails. (#24336)

Fixes 🐛​

1. Resolved an issue with the Staff Onboarding package where user permissions could not be copied due to an error in retrieving user IDs. The package now retrieves user information using both GUID and UPN. (#24408)
2. Fixed a problem with the Computer Space Cleanup V2 package that caused it to hang while processing large data volumes. The package now displays progress by indicating the number of folders processed, improving clarity during execution. (#24588)
3. Addressed a discrepancy in the Manage User License package where users were not informed when licenses were fully subscribed but license count was 0. The package now provides a warning message if no licenses are available, preventing confusion during assignment. (#24602)
4. Resolved an issue in the Staff Onboarding package where users encountered a permission error when attempting to purchase a Pax8 license with a cost set below the buy rate. (#24675)
5. Updated the Staff Onboarding package to accept Unicode characters in the samAccountName field, resolving issues where certain characters were previously restricted. (#24913)
6. Corrected a duplicate success message issue when handling licenses through our automation packages by removing redundant chat interactions, ensuring that only the final confirmation message is displayed. (#24968)
7. Enhanced the Restart Services package to include running services in its operations, addressing a previous issue where only stopped services were filtered and included. (#24989)
8. Fixed an error in the File Share Security Change package that occurred due to a missing skip in the process flow, which caused a failure when referencing a skipped activity. The skip has now been correctly added. (#24991)
9. Fixed an issue in the Staff Onboarding (SmartForms) package where an incorrect warning message regarding litigation hold was displayed. The package now accurately checks license capabilities and no longer shows the incorrect warning message when litigation hold is not applicable. (#25013)
10. Improved the Change User Details Semi Hybrid package by making the user selection field mandatory, preventing failures due to the lack of selection. (#25026)
11. Fixed an issue in the Manage User Licenses package where certain SKU names were missing from the license matrix, including Microsoft_365_Copilot and Microsoft_Teams_Rooms_Pro. The package now shows correct license names as these SKUs have been added to the matrix. (#25043)
12. Resolved an issue in the Staff Onboarding package where litigation hold was attempted on licenses with only exchange capabilities. The package now checks if the license has litigation capabilities before attempting to set up litigation hold. (#25046)
13. Added the TEAMS_ESSENTIALS_AAD license entry to the matrix for all license selections, ensuring it appears in the dropdown for selection in the Staff Onboarding package. (#25048)
14. Fixed an issue in the Staff Onboarding package where the original user OU was not copied due to multiple OUs being selected. The package now correctly selects the proper OU. (#25050)
15. Improved clarity of the Get Mailbox Information package by renaming the text to reflect the package name, making it easier for Pia Chmapions to locate. (#25052)
16. Resolved an issue in the Staff Onboarding package where a failed mailbox wait was caused by an improper null check. The package now uses a differet logic to handle both null and empty cases. (#25061)
17. Enhanced the Staff Onboarding package to restrict the characters allowed in user principal names (UPNs) and primary email addresses, fixing issues with certain characters. (#25064)
18. Fixed an issue in Pia Triage where assigning a ticket assignee did not update the audit variables correctly. The audit variables are now correctly assigned. (#25082)
19. Resolved an issue in the Staff Offboarding package where Azure passwords were not immediately reset, requiring a sync. The package now resets Azure passwords immediately. (#25110)
20. Fixed an issue in the Staff Onboarding (SmartForms) package where processing data in a cloud hybrid environment caused the package to stop. A new logic was added to handle cloud-only and cloud hybrid environments separately, preventing stoppage. (#25113)
21. Resolved an issue with handling licenses subscription changes where duplicate licenses were found due to identical subscription details. The package now matches on the unique subscription ID to prevent duplicates. (#25115)
22. Fixed an issue where the country code was incorrectly set to US instead of NL. A -match condition was added to correctly adjust the country code. (#25116)
23. Resolved an issue in the Setup / Remove Mail Forwarding package where mail forwarding failed if only one user was returned. The package now ensures that the list is treated as an array regardless of the number of users. (#25119)
24. Fixed an issue in the Staff Offboarding (SmartForms) package where an empty line caused an error. The package now excludes null or empty values before iterating. (#25136)
25. Updated the Change User Details package by renaming the display name for the OFFICESUBSCRIPTION license to Microsoft 365 Apps for Enterprise, ensuring accurate representation. (#25150)
26. Updated the license matrix in the Staff Onboarding package to reflect the correct display name "Microsoft Teams Phone Standard", replacing the outdated name "Microsoft 365 Phone System." (#25152)
27. Enhanced the Staff Onboarding (Cloud Hybrid) package to output the license's display name if assignment fails, improving clarity by matching the SKU with a user-friendly name. (#25202)
28. Resolved a datetime parsing issue in the Create Mail Forwarding rule (SmartForms) package where an empty datetime caused errors. The package now includes a null check for scheduled dates, preventing the issue. (#25223)
29. Fixed an issue in the Staff Offboarding package where disabling a 365 account failed if the user was a member of a group with elevated permissions. The package now removes groups before disabling the account to avoid 403 errors. (#25274)
30. Addressed an issue in the Setup/Remove Out of Office package where no users were found in the tag due to a prior syntax error. The logic has been separated to ensure proper processing. (#25315)
31. Resolved an issue in the File Share Security Change package where multiple mappings to the same drive path caused duplicates. The package now filters out duplicate mappings based on drive name and path, ensuring only unique shares are displayed. (#24733)
32. Fixed an issue in the CSP Licensing: Modify Subscriptions package where changes failed due to multiple matches with different commitment types (e.g., yearly/monthly). The package now includes a filter for commitment length to process changes correctly. (#24835)
33. Resolved a logic issue in the Password Reset package where duplicate logic existed for handling exceptions. The package now has a single catch statement that properly handles activity returns. (#24839)
34. Fixed an error in the Computer Space Cleanup v2 package where an invalid path was causing failures. The package now processes the path as expected without errors. (#24844)
35. Resolved an issue in the Staff Offboarding (Cloud Only) package where the process would hard error when attempting to set "hide user in GAL" due to an inability to find the mailbox by UPN. The package now continues on error when the user mailbox is not found. (#24851)
36. Fixed an issue in the Change User Details package where a null object GUID caused errors. Implemented changes to pass in the user object as suggested, resolving the issue. (#24872)
37. Addressed a failure in the Staff Offboarding and Setup Out Of Office packages where no retry was attempted on error. The package now includes a retry mechanism to handle errors. (#24883)
38. Resolved an issue in Pia Triage where workflows were not working properly due to the clientIsEnabled condition not being matched. The package now uses a global variable for clientIsEnabled, ensuring proper routing. (#24889)
39. Fixed an issue in the Staff Onboarding package where activity results were incorrectly reported as unsuccessful due to custom attributes not being properly checked. The package now verifies attribute changes correctly before reporting success or failure. (#24890)
40. Implemented a feature in the Staff Offboarding package, allowing for the selection of specific licenses when multiple licenses with the same SKU are returned, preventing duplicate deprovisioning. (#24896)
41. Resolved a discrepancy in the Bulk Add / Remove Users to Groups package where external accounts (Guest) were filtered out, causing them not to be detected by the package. The package now includes Guest accounts in the selected section. (#21805)
42. Improved auditing in the Add/Remove User to Groups package by ensuring that auditing occurs only after verifying the actions of adding/removing users to/from groups, rather than before. Now, the package reports success or failure accurately. (#23199)
43. Fixed an issue in the Staff Onboarding package where the package would hang when selecting a tag display format if the 'description' field was shown. The logic for handling description collection and formdef tag construction has been optimized to avoid unnecessary loops. (#23200)
44. Improved the Staff Onboarding package by adding a configurable delay in seconds for mailbox propagation, allowing time for the mailbox to fully propagate before proceeding with adding users to groups, which prevents failures in sending SharePoint emails. (#23301)
45. Resolved an issue in the Staff Onboarding package where it was difficult to differentiate groups with the same display name. The package now checks against group object GUID, samAccountName, and display name, ensuring more precise group assignments. (#23535)
46. Fixed a failure in the Create a Group package where errors were not properly caught when the group failed to create. The package now includes missing input variables and null checks, providing clear error messages and ensuring the correct creation of groups before assigning members and owners. (#23676)
47. Resolved an issue in the Staff Offboarding package where licenses with dependencies were not being removed properly due to issues with the Azure AD Remove licenses activity. The package now uses the manage user licenses activity to handle license removal correctly. (#23778)
48. Fixed an issue in the Staff Onboarding package where the license name appeared blank in the dropdown for license selection. The logic now includes the missing SKU and outputs the SKU if no pretty name exists. (#23904)
49. Addressed a problem in the Reset Password package where an error message was not set or returned if an exception was caught. The package now ensures that error messages are properly output in the catch statements. (#23937)
50. Resolved an error in the Staff Onboarding (SmartForms) package when copying an existing user. The package now correctly handles user details and licenses, including a try/catch mechanism to prevent failure if user licenses cannot be retrieved. (#23996)
51. Fixed an issue in the Staff Onboarding package where users were not appearing in the tag dropdown when the "Domain Users" group was set as the primary group ID. The package now correctly shows users when "Domain Users" is the primary group. (#24223)
52. Added proper error handling to the File Share Security Change package to address permissions denied errors. The package now displays these errors in the chat interaction, improving transparency. (#24241)
53. Resolved an issue in the Staff Onboarding package where the package would incorrectly prompt to retry license assignment if the license was already assigned. The package now skips the retry logic in such cases, streamlining the process. (#24254)
54. Fixed a failure in the Staff Offboarding package where the de-provisioning of licenses from CSP was unreliable. The package now works as expected after commenting out the "Azure AD: Confirm License Changes" activity. (#24295)
55. Fixed an issue with the Staff Onboarding process that caused delays during mailbox creation (#25061).

Enhancements ✨​

1. Added logic to display number of users per OU in New User automation user list (#24416).
2. Improved messaging clarity in mailbox delegation access prompt during user termination (#24116).
3. Improved clarity on setting to disable Zero Touch automation to reflect outcome of the choice in the New User configuration (#24556).
4. Improved Restart Services automation to now show Startup Type as well as Status (#24294).
5. Adjusted wording to improve clarity on mailbox delegation in the Grant Mailbox Permission automation (#24372).
6. Added email address next to display name in SmartForms Staff Offboarding (#24576).
7. Fixed low AI score for "Reset/Modify MFA" which was preventing the chatbot to recommend the corresponding automation (#24582).
8. Added a note to inform engineers using the Grant Mailbox Access feature that pre-existing permissions are already selected by default prompting them to unselect checkboxes if they wish to remove these permissions (#24030).
9. Remove existing mail forwards when they already exist on selected user accounts in the Setup/Remove Mail Forwarding automation (#24677).
10. Added a note to the Password Reset SmartForms automation form instructing users to include the international country code (+1 or +61) for SMS validation (#24734).
11. Added a "Show all devices" button in the Computer Performance Report automation to enable engineers to view all available machines in the list (#24404).
12. Implemented dynamic message logic to distinguish between litigation hold and archiving enabled states in the terminate user package (#24281).
13. Added a configuration field for specifying default domains in the New User automation package (#24575).

Bug Fixes 🐛​

1. Fixed an issue where settings were not applied correctly in our system updates ensuring all configurations are included when deploying new features (#24690).
2. Resolved the issue where removing a user from a group did not take effect due to verification logic (#23949).
3. Enhanced termination process for user accounts now includes revoking sessions for both cloud-only and cloud-hybrid environments (#24662).
4. Fixed Pax8 integration to correctly filter out non-Microsoft licenses during the Pax8: Modify Subscription automation (#23822).
5. Implemented logic to verify and exclude Azure subscriptions with incorrect vendorSkus ensuring proper management of Microsoft licenses in the CSP Licensing: Modify Subscriptions automation (#23148).
6. Improved scheduled user termination by moving Out of Office step after the schedule action (#24586).
7. Enhanced termination process for User SH by adding functionality to bypass mailbox and calendar permissions as well as litigation hold activities when the user is AD-only (#24326).
8. Updated license capabilities for Government licenses in CSP related automations (#23787).
9. Enhanced Smartforms New User functionality to prevent execution in unsupported environment tags (#24440).
10. Implemented checks to ensure conflicts are accurately identified based on the execution environment for user creation scenarios (#24373).
11. Enhanced error handling by ensuring that empty entries are filtered out before removing licenses preventing issues with storing exceptions in output variables in the Manager User Licenses automation (#23790).
12. Fixed issue where terminating a user incorrectly attempted to convert to a shared mailbox when instructed to do nothing by improving how we handle license management decisions (#23462).
13. Enhanced shared mailbox calendar permissions to include all relevant members accounting for variations between primary email addresses and UPNs during form definition in the Change Calendar Permission automation (#23862).
14. Improved how we handle plain text passwords in HaloPSA by changing activity within the automation package (#24387).
15. Fixed issue where copying users in the New User automation did not include shared mailbox permissions due to missing handling for SendAs or Send permissions now resolved by improving how permissions are retrieved and managed (#21702).
16. Fixed issue where creating a group failed to add all members because users not yet found in Exchange caused 404 errors during membership assignment; now handles this scenario to ensure all members are successfully added (#24663).
17. Fixed integration issue with Pax8 in the New User automation by handling vendors SKU's which returned invalid (#24543).
18. Resolved issues causing false failures in O365 Send Email actions in the Setup/Remove Mail Forwarding automation (#24616).
19. Fixed timeout issue during software installation by extending timeout period (#23131).
20. Fixed issue where password complexity rules caused package failures during Azure new user creation; resolved by stopping activity before resetting output success during re-runs (#24325).
21. Corrected license provisioning issue in New User package by correcting the global variable parameter (#24293).
22. Updated scheduled email upon termination for HaloPSA users (#24488).
23. Fixed issue where shared mailbox data was missing in New User (SmartForms) due to missing validation before processing; now checks for data presence before proceeding (#24441).
24. Fixed issue where domains couldn't be removed from blacklist due to missing attributes; updated code to handle domains already in whitelist and blacklist by prompting user for removal decision instead of stopping the Whitelist Email package (#23649).
25. Fixed issue where specified user couldn't be found for copying in New User Cloud Hybrid due to synchronization from a separate domain; resolved by filtering out users not from the configured primary domain controller (#23914).
26. Implemented yearly license handling in deprovisioning logic in the Terminate User automation (#24374).
27. Improved error handling in Create Contact Bulk operation to display only contacts needing adjustment provide detailed success/failure messages and streamline form display for easier engineer workflow in the Create Mail Contacts automation (#23936).
28. Fixed Remote Desktop package bugs by removing dependencies on the all staff group resolving access denied errors for document folder RDP file creation and correctly handling engineer responses for granting RDP security group access (#24209).
29. Fixed Pax8 integration (New User – Cloud Hybrid) issue with CSP license retrieval for non-Microsoft SKU's (#24723).
30. Corrected display of license SKUs missing friendly names in the Manager User Licenses and Re-allocate User Licenses automations (#23709).
31. Fixed issue where distribution groups displayed incorrectly in the New User and Add/Remove User to Group automations by ensuring group names are shown instead of confusing IDs in hybrid Exchange environments (#24516).
32. Fixed OneDrive troubleshooter error by updating logic to handle empty file paths correctly preventing errors and allowing the package to proceed to the next steps smoothly (#24365).
33. Addressed issues in Pia Triage where it would stop triaging if the company was in a status that would not allow saving the service ticket (#24021).
34. Fixed issue where password reset did not proceed by adding dynamic messages to inform the engineer when no configuration method or synced Org Units are found (#23719).
35. Fixed issue with removing contacts from groups by ensuring null values are filtered out before processing the Bulk Add/Remove Contacts to Group automation (#23990).
36. Fixed issue where group-based licensing attempted to create users before group assignments by moving "add security groups" step before "wait mailbox" (New User) (#23594).
37. Improved handling in the Create Shared Mailbox automation to inform partners when display names or mailbox names are already in use preventing duplication (#24343).
38. Fixed issue where New User (Cloud Only) couldn't be found in the All User Dynamic Default Group due to duplicate groups causing incorrect user collections. Improved by allowing the all staff group to be specified by its GUID for direct matching resolving the issue (#24598).
39. Fixed issue where groups shown on the form of the Add/Remove User to Groups automation were not easily distinguishable by modifying the object value field to initially display UPN and convert to GUID later for clarity (#24166).
40. Fixed issue where strict regex prevented adjustment of user details (Change User Details automation) by implementing a more permissive regex for firstname lastname and displayname to include characters like ñ (#24732).
41. Improved error handling for password complexity requirements by ensuring activity output data is correctly handled in case of errors when using the Password Reset automation (#24653).
42. Fixed issue where modifying distribution list settings incorrectly produced messages for on-prem Exchange by ensuring the skip flag is initialized to avoid unnecessary chat messages when conditions are not met providing a smoother experience for our customers (#24736).
43. Unable to assign Azure groups for New User Cloud Hybrid due to a distribution group lacking a manager for membership approval resolved by logging exceptions and advising updates to group settings (#24415).
44. Fixed handling of distribution list names in Terminate User package to display correct names and samAccountName formats for environments using on-prem or remote Exchange (#24759).
45. Fixed error handling in the Out of Office package to provide clearer messaging when attempting to set the Out of Office message for mailboxes that exceed their quota due to recent licensing changes (#24720).
46. Fixed issue with Hide Mailboxes from Address List automation where no mailboxes were showing due to incorrect logic around dirsynced users and mailboxes in cloud hybrid environments (#23358).
47. Adjusted wording on the Setup/Remove Mail Forward feature to clarify that engineers will only be prompted to (#24687).
48. Implemented input reference for default calendar permissions setup on the config form to resolve issue with New User (Cloud Only) not passing default calendar permissions (#24687).
49. Fixed termination process not granting shared mailbox access in Scheduled/Terminate User automation by converting the mailbox prior to adding permissions (#24531).
50. Stopped unnecessary changes to last names by switching to trimming instead of removing certain types of characters in the New User automation (#23736).
51. Implemented search using immutableID and returned the user ID for Azure AD identities to fix the issue with the wait for mailbox activity in the New User automation (#23438).
52. Added logic to support DFS hostnames (FQDNs) for the File Share Security Change automation in Cloud Hybrid environments (#23931).
53. Fixed timeout issue in terminate user package by correcting variable reference for Exchange out of office settings (#24290).
54. Updated logic for Change Calendar Permission automation to dynamically identify partner calendars rather than using a unique identifier which wasn't working for different languages (#24285).
55. Fixed issue where New User automation attempted to set calendar permissions before mailbox creation resulting in failure; resolved by removing duplicate code (#24272).
56. Fixed issue with Azure reset password force password change on next sign-in by verifying token delegate permission and using appropriate endpoint in the Terminate User automation (#22551).
57. Fixed issue with accessing organizational units in New User U drive setup (#24287).
58. Fixed issue where duplicate licenses were procured for new users by making license selection form selectable (#24614).
59. Updated New User (SmartForms) logic to assign Azure groups even if no license is selected (#24659).

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

🌟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)

🐛 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)