Keeping Client Configuration in Sync with Environment Changes

When a client changes their environment, it’s important to keep their Pia configuration aligned so automations will keep executing successfully. Pia Config Watcher Alerts can help notify you when there is a configuration issue, but we also recommend adding a Pia configuration check into any client infrastructure projects.

To update an existing Pia client, start by reviewing their Client Dashboard in the Pia Partner Portal. You can find this under Configuration > Clients and this is the where the settings that control how Pia behaves for that client are managed. Depending on the scope of the client environment change, you may need to update the MS Graph API authorizations, Environment Tag, and/or multiple environment settings to align with the infrastructure change.

Once you have updated the Client Dashboard, next review and update the Global Configuration section, which stores the static, environment-specific details Pia will reference during automations. Each environment type will have a corresponding “Mode” in the Global Config, which in turn will determine the fields required. Please note that if you are adding a new server to the Global Configuration, you will need an agent installed and activated on the new device. This is a great opportunity to also uninstall any old agents from the Agents screen.

Lastly, if the client environment has changed, you will also need to update the Staff Onboarding and Staff Offboarding package configuration, as those automations are environment (tag) specific.

As a final check, test running a user administration automation for your updated client to confirm that you are all set. If you need any assistance, please contact partner-support@pia.ai.