20 posts tagged with "automation"

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

🐛 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)

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.

🌟 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)

⚒️ 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)

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.

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)

🤝 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.

🤝 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.

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)

🔒 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)

🔥 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)

🐛 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)

🐛 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)

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.

🐛 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. The 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)

We are excited to announce our new Automation Release, RFC352- Automation 7.0!

With this release, we are launching some exciting new features that the Pia Team has dedicated significant time and effort to creating.

🌟Introducing SmartForm Automations!​

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

Additional SmartForm Automation: Basic IT Request

🤝 Full Integration with Pax8!​

Updates to the New User Package​

The Pia: New User package has been updated with additional configuration options that allows you to enable Pax8 license provisioning via Pia. These options are available in the Package Configuration Form and must be enabled for the package to use Pax8 as your licensing service.

Updates to the Terminate User Package​

Like the New User Package, you will find additional package configuration options available in this package which must be enabled to de-provision Pax8 licenses using Pia.

New Pax8: Modify Subscription Package​

To simplify the management of Pax8 subscriptions, we are introducing the Pax8: Modify Subscription package. This package presents the license and the cost within the Pia Chatbot, allowing you to review and choose how you wish to adjust the subscriptions. (#13094)

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.

⚒️ 4 New Automations!​

🔥 Additional Package Enhancements​

1. Packages with drop-down fields to select the mailbox addresses have now been updated so that you will now be able to see the email address of the user along with the user name to avoid confusion when there are multiple users with the same name. (#13290)

2. The Bulk Update User Details Package has now been updated with additional validation on the inputs in the user details form to minimise errors. (#14018)
3. The New User (All Environments) Package has now been updated to offer additional ways to fix upn conflicts in the package configuration form allowing you to pick alternative methods for making the upn unique. (#22179)

🐛 Bug Fixes​

1. The Add/Remove User From Groups (All Environments) Package was allowing users to select non-synced AD users with disabled account. This has now been modified by adding a filter in the package to only list synced accounts with valid samAccountNames or non-synced accounts with null SamAccountNames to minimise package erroring. (#22439)
2. The Bulk Add/Remove User to Groups (All Environments) Package was not displaying the users from the group correctly in some edge case scenarios. This has now been resolved. (#21805)
3. The Bulk Add/Remove Users to Group Package was not including shared mailboxes in the mailbox selection dropdown in some edge case scenarios. This has now been modified to display shared mailboxes as well. (#21969)
4. The Change User Details (Cloud Only) Package has been updated with additional validation of proxy addresses prior to updating the user details. (#18480)
5. The File Share Security Change (Cloud Hybrid) Package now handles situations that includes corrupted GPOs more gracefully. (#22141)
6. The Install/Uninstall/Reinstall Software Package has been updated with improvements to resolve the issue when installing certain software packages under the 'User' context. (#22228)
7. The Modify Distribution Group (Cloud Hybrid) Package was erroring if the Global Configuration Form did not have OnPrem Exchange configuration. This issue has now been resolved so that the package now skips On Prem Exchange activities if the exchange configuration is not available in the Global Configuration Form. (#19167)
8. The New User (All Environment) Package was having an issue where the name of the selected license was not consistent between the Chatbot and the ticket audit note. This has been fixed to display friendly name of the license in both areas. (#20371)
9. The New User (All Environments) Package was has been added with an additional license in the license dropdown for Windows Defender. (#22273)
10. The New user (Cloud Hybrid) Package was added with a friendly name for Minecraft Education Faculty, Microsoft 365 A3 Suite features for faculty and Minecraft Education Student licenses as it was showing SKU to make it easier to read. (#22600)
11. The New User (Semi Hybrid) package has been updated to improve handling for misconfiguration of UPN suffixes. (#22368)
12. The Terminate User (Cloud Hybrid) Package has been updated with additional waiting time to better support clients with large number of mailboxes. (#22199)

We are excited to announce our RFC271 release, introducing new and improved automations alongside some important fixes.

More Extension Points ! 🌟​

We have added more extension points in some of your favourite automation packages (i.e. New User package, Terminate User package and Reset Network Password package) allowing you to create and link more extensions into these packages. (#21889)

Below are the areas the packages will now have extension points available:

For more information on Extension Points, refer to this article.

Added Support for the Lastest version of Azure AD Connect Cloud Sync​

We have extended our support to the latest version of Azure AD Connect Cloud Sync enabling you to use Pia for clients that are on the latest version.

What do I need to do to use Cloud sync?​

• You need to re-authorise and re-delegate the client that you want to use Cloud Sync on because we have added a new scope which requires your client to do this.
• if you have not already filled this out, you need to add the Cloud Sync server to the Global Config Form. This may already be filled out if you were previously using AD Sync. (#18226)

Additional Functionalities in Get User Details Package​

The Get User Details (All Environments) Package has been updated to retrieve additional information about the user which are:

• Locked out status
• Password expiry status
• Enabled/Disabled status

Based on the status for each of the fields above, the package will then suggest additional actions that you can perform to change the status eliminating the need for you to manually search for a package which will perform the required action. (#9974)

New Bulk Add/Remove users to Group Package to support Semi Hybrid Environment​

A new version of the Bulk Add/Remove users to Group package has now been created to support semi hybrid environment so you can now run the package for the clients that are on semi hybrid environment. (#15146)

Improved Performance for New user Package​

Performance improvements should now be noticeable when executing the New User(All Environments) package in your Pia chatbot. (#22003, #22140)

Added Description Field to multiple packages​

A description field has been added to Terminate User, Re-enable terminated User and Change User Details packages allowing you to store and view custom information about the user for whom the action is being performed.

This feature is ON by default for Change User Details Package. For Terminate User and Re-enable Terminated User Packages, this is OFF by default. (#21826)

Additional Package Enhancements​

1. The Bulk Update User Details (Cloud Only & Cloud Hybrid) Package Form has been added with validation rules in the First Name, Last Name and Mobile Number fields to eliminate typos and validation errors. (#14018)
2. The New User (All Environments) Package has been added with one more configuration option called "Enable Default Password Never Expires" which when ticked will force the 'Set the password to never expire' to be ticked when creating a new user. You can Opt In this feature in the Package Configuration Form. (#8749)
3. The New User (All Environments) Package form has been modified so that you are now able to customise the email address to be different to the UPN of the use you are creating if the suggested email does not match your company policy. You can Opt In this feature in the Package Configuration Form. (#21708)
4. The Reset Network Password (Cloud Hybrid) Package has now been updated allowing you to set a default password. You can Opt In this feature in the Package Configuration Form. (#15004)
5. The Setup Mail Forwarding (Cloud Only & Cloud Hybrid) Package has now been renamed to Setup/Remove Mail Forwarding to correctly indicate the actions that can be performed through the package. (#9082)
6. The Terminate User (Cloud Only & Cloud Hybrid) Package has now been updated to force Sign out the user from their account in azure and force disable the user in azure upon termination. (#22180)
7. A handful of packages has been promoted to full release and the beta tag has been removed. (#21355)
8. We have increased the number of suggestions after each package executions based off common patterns of how they are used. Your automation will now finish before you are suggested with the automation options which means the suggestions will not affect the completion of your automation. (#12522)

🐛 Bug Fixes​

1. The Bulk Update User Details Package displayed UPN which was not required. This can been modified to only show relevant form fields. (#19771)
2. Changed the Chat Message Option from "Done" to "None" when Pia asks if you would like to perform any other action with the user after the original package execution is complete. (#18371)
3. The Create Shared Mailbox (Cloud Only) Package was sending incorrect values for display name which has now been amended. (#21867)
4. The Delete Mail Contacts (Cloud Only) Package had a clerical error denoting the wrong action which has now been fixed. (#21262)
5. The New User (All Environment) Package was waiting for the license even if the "Enable wait for group based license" option was not ticked. This has been fixed now so that the package behaves correctly as per the option selected/unselected. (#22261)
6. The New User (All Environments) Package was not updating the job title of the CW contacts. This has now been fixed so that the package now updates additional properties of a CW contact. (#22067)
7. The New User (All Environment) Package was not populating the Teams Phone with Phone Calling Plan licenss in the list of available license which has now been updated to consider the license. (#21720)
8. The New User (Cloud Hybrid) Package was having a validation issue in the form which has now been fixed to allow the users to be created with only one character in the Last Name field. (#18879)
9. The New User (Cloud Hybrid) Package was failing to create users due to an edge case scenario which has now been fixed. (#22130)
10. The New User (Cloud Hybrid) Package displayed negative license count. This behavior has now been modified to only display licenses with count above 0. (#22144)
11. The New User (Cloud Only) Package was not able to create a New User as the "Company Name" was longer than the defined limit. Updated the character limit in the form so that the package can accept longer names. (#19805)
12. The New User (Prem Only) package was failing due to the presence of extra grave (`) accent characters within the filter block. This has now been fixed. (#21974)
13. The OpenVPN Setup/Reinstall Package errored when configuring the end user's PC which has now been fixed. (#22289)
14. The Reset Network Password (Cloud Only) Package option "Change Password at next logon" was not working as the users were having to reset their password upon attempting to login in some cases. This has now been fixed so that if the option is not selected, the password is reset instantly. (#21319)
15. The Teams Troubleshooter Package was failing if the Teams cache could not cleared. This behaviour has now been modified so that the engineer will get a message in the chat if the Teams cache could not be cleared and also will get option to Force shut down Teams. (#18791)
16. The Terminate User (Semi-Hybrid) Package was not providing a list of OUs to move the terminated user to. This has now been fixed so that the package now displays a list of available OUs where the user can be moved upon termination. (#21604, #19268)
17. The Terminate User (Semi Hybrid) Package was only disabling Azure Account skipping the DC Account in some cases which has now been fixed to disable account is both areas. (#21915)
18. The Triage Package was not firing the tickets and assigning an engineer to the tickets due to an edge case scenario which has now been fixed. (#22166, #21513)
19. The Win10 Install Network Printer Package was erroring if the required information for the printer was not available. This has been modified to take into account additional information which can be used by the package alternatively. (#21281)
20. The Win10 Printer Troubleshooting Package was failing when no printers were found for the user. An error handling has been added so that a message is displayed in the chat advising the engineer that no printers are found. (#22276)

We are excited to announce our RFC308 release, introducing new and improved automations alongside some important fixes.

In this release, we have focused on improving the Pia: New User package with added functionalities and several bug fixes.

🔥 New User Automation Changes​

Here are the new functionalities you will come across when running your New User Package:

Display name formatting Options​

Display name format is now an option when configuring the New User automation - you can change the default display name generated during new user creation (you can still modify the display name during the confirmation step during the new user creation process). (#21710)

Ticket Audit Log Note Options for Password​

An option has been added to the New User package configuration to allow the password for the new user to be written onto the ticket audit log during new user creation (note, this is turned OFF by default) (#21706)

New User Description Field​

The user description field has been added, you can now optionally fill this field in when creating a new user. (#21695)

🐛 Bug Fixes​

New User Fixes​

1. When creating a user with more than 1 first name, the display name generated would trim the space in between the two first names. This has been fixed. (#21709)
2. Hyphens were being stripped when the proposed display name and username was being generated. This has been resolved, hyphens are no longer stripped. (#21707)
3. When selecting a user to copy, the OU was not being copied into the OU selection field on the user confirmation form. (#21721)
4. The package was only reading the first item in scenarios where the AD Forest had multiple domains, this has been fixed now so that the package can now identify the correct domain. (#20800)
5. Fixed an issue with New User (On-Prem) when copying a user, the groups were not being presented as selected in the confirmation form. (#20819)
6. The New User (Semi Hybrid) package has been updated to take into account licenses that have warnings in the 365 license portal when retrieving the number of available licenses. (#21073)
7. Added an option in the access level drop-down to handle errors when there are no access level present in the New User configuration. This was for the New User (Semi Hybrid)package. (#21609)

Other Fixes​

1. The Pia: Account Locked Out package was failing to unlock the user account in certain edge case scenarios, which has now been fixed. (#20834)
2. The Pia: Bulk Add User to Groups package had duplicate items appearing in dropdown due to on-prem groups value being different to the cloud only groups. This has now been fixed. (#21697)
3. The Pia: Bulk Update User Details package will now create contact for a user if there no existing contact found in the ticketing system. (#20806)
4. The Pia: Create Mail Contacts package has now been updated to allow whitespace which the package will automatically trim while creating contacts. (#21350)
5. The Pia: Create Shared Mailbox Package has been modified to automatically trim spaces at the beginning and end of the Display Name so that the package does not error when you use a display name with a space at the end. (#18412)
6. The Pia: Win10 Install network Printer package was having an issue caused due to insufficient permissions when installing the driver or certain printer functions which has now been fixed. (#19730)
7. The Pia: Win10 Install network Printer package was having an issues caused due to insufficient permissions when installing the driver or certain printer functions, this will now try different escalating permission levels. (#19812)
8. The Pia: Recover Lost Folder in Outlook package was failing to obtain information from Outlook in certain edge case scenarios. Additional checks and error handling have been added to the automation to ensure that the package does not fail. (#20569)
9. The Pia: Release Quarantined Emails package now also finds the emails that have the status "release requested". (#21277)
10. The Pia: Re-enable Terminated Account package has now been updated to hide the warning messages in the chat once the correct step has been selected. (#20917)
11. The Pia: Re-enable Terminated Account (Cloud Only) package was failing to convert user mailbox if the mailbox was not a shared mailbox and had already been converted to a user mailbox outside of Pia. This has now been fixed. (#21798)
12. The Pia: Setup Mail Forwarding package has been updated so that duplicate messages have been removed from the ticket auditing notes written by Pia. (#21213)
13. The Pia: Terminate User (Semi-Hybrid) package was updated with a task to disable ConnectWise contact after disabling Azure Users. (#21628)
14. The Pia: Terminate User (Semi-Hybrid) package now allows the user to add pre-termination manual tasks in the package configuration. (#21501)

As always, your feedback matters to us! Please share your thoughts at ideas.pia.ai.

We are quietly excited to announce our RFC257 release, introducing new and improved automations alongside some important fixes.

🔥 Major Changes​

1. 📦 NEW PACKAGE: Get Software Info - Our latest package allows engineers to generate a comprehensive list of software installed on servers or machines, selectable by user, and presented in an easy-to-read table format (#10030).
2. 💥 MAJOR UPDATE: Computer Performance Troubleshooting - Based on your feedback, we've enhanced the Computer Performance Report package. It now incorporates additional statistics, including network speed and detailed disk space usage. Plus, it presents them in a new, user-friendly report format (#17752).
3. 🔀 Triage Automation - AutoTask Support - AutoTask support for the Triage automation. Auto categorisation, ticket stamping, routing are now available on AutoTask. (#12768).

🌟 Other Enhancements​

Several more additions to refine your automation processes:

1. Ticket Triage: Routing Rule Conditions for PIA-Enabled Clients - PIA triage will now only run for clients meeting certain criteria such as PIA-enabled, automation available, or under a certain agreement type. This enhancement grants you greater control over your processes (#13505).
2. Limit On-Prem Mailbox Creation to Exchange On-Prem - With granular control of plans in Microsoft 365 licensing, mailboxes will only be created on-premises when the mailbox creation environment is set to Exchange On-Premises (#19770).

🔄 Extended Semi-hybrid Support​

We've extended our range of Semi Hybrid automations to include 12 more! Effective immediately, the following new automations are available for your Semi Hybrid clients:

• Manage User Licenses
• Re-Allocate User License
• Blacklist Email
• Whitelist Email
• Get Mailbox Information
• Create Shared Mailbox
• Grant Mailbox Permission
• Release Quarantined Emails
• Send SMS to User
• Grant Public Folder Permission
• Setup Mail Forwarding
• Setup Out of Office

Note: 💁‍♂️ Cloud mailboxes only:  The above Semi-Hybrid automations only support cloud mailboxes.

🐛 Bug Fixes​

Addressing known issues to boost the overall stability of the platform:

1. Duplicate Audit Log Notes - We've resolved the issue where duplicate audit log notes were being written to tickets when packages were executed, reducing redundancy (#13255).
2. No Install with Install/Uninstall/Reinstall Package - We fixed an issue that prevented app installation verification due to unknown version and conflicting source URLs by adding additional logic and reset/remove logic for PiaFeed source (#14444).
3. Create Shared Mailbox - Improved SMTP Addresses - We've resolved an issue where a special character in the $name variable was leading to non-primary SMTP addresses being appended to the -EmailAddress property. The fix eliminates special characters from the $name variable (#20130).

As always, your feedback matters to us! Please share your thoughts at ideas.pia.ai.

We're pleased to share our release of RFC231

🌟 Enhancements​

Some improvements that will improve your experience on our platform:

1. Middle Name Input for New Users - We've added the ability for engineers to specify a middle name when creating a new user in the form (#17826).
2. Custom Fields for Ticket Triage - You can now set up conditions and actions for custom fields in ticket triage (text-based fields only). This update includes a new routing condition and action (#13297).
3. Audit Logs for Triage Actions - Gain deeper insights into ticket triage with our updated package, which now logs the triage actions, such as ticket routing (#13254).
4. Clarified Mailbox Permissions Package Wording - We've improved the Grant Mailbox Permissions package to clearly indicate who is granting access to which mailbox, and have revised the form's order and wording (#18992).
5. ML-Additional Package Categorization - Machine learning classifications have been introduced, preventing missed reporting opportunities and offering better usage suggestions (#9635).
6. Search Function in Create Shared Mailbox - We've added a handy search feature for browsing the list within the Create Shared Mailbox package, making it easier to find the right mailbox (#10633).

As always let us know if you have any feedback at ideas.pia.ai RFC231 Release 🚀

We're pleased to share our release of RFC231

🌟 Enhancements​

Some improvements that will improve your experience on our platform:

1. Middle Name Input for New Users - We've added the ability for engineers to specify a middle name when creating a new user in the form (#17826).
2. Custom Fields for Ticket Triage - You can now set up conditions and actions for custom fields in ticket triage (text-based fields only). This update includes a new routing condition and action (#13297).
3. Audit Logs for Triage Actions - Gain deeper insights into ticket triage with our updated package, which now logs the triage actions, such as ticket routing (#13254).
4. Clarified Mailbox Permissions Package Wording - We've improved the Grant Mailbox Permissions package to clearly indicate who is granting access to which mailbox, and have revised the form's order and wording (#18992).
5. ML-Additional Package Categorization - Machine learning classifications have been introduced, preventing missed reporting opportunities and offering better usage suggestions (#9635).
6. Search Function in Create Shared Mailbox - We've added a handy search feature for browsing the list within the Create Shared Mailbox package, making it easier to find the right mailbox (#10633).

As always let us know if you have any feedback at ideas.pia.ai

Introducing Extension Automations 🤖​

Extension Automations provide a new way to customize our existing automations. Learn more here.

We've added Extension Points (EPs) to our existing automations; you can create and integrate custom child packages at crucial execution stages using the data from the parent automation.

In this release, extension automations are available across all environments for:

• New User (#15845); and
• Terminate User (#15846)

Get started with a quick demonstration in this video (5min)​

For a more in-depth understanding, watch this deep dive (9mins)​