Please see the release notes for the latest versions of CloudM Automate:
v.2.16 Release Notes (25th March 2025)
| Enhancements | Description | Links to article(s) in Knowledge Base |
| Automate Dashboard |
We have separated the automate dashboard out into a domain insights dashboard and an automate exclusive dashboard, to allow users to get at-a-glance data of the health of their automations and allow them to action pressing tasks, conveniently from one place. |
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| Improvements to the Transfer Ownership of Documents Step |
As part of our commitment to improve the reliability of key steps, we have enforced the usage of Google's Data Transfer API, over our own, due to the reliability and strength of their API, drastically improving fault tolerance |
Google Data Transfer API use case and limitations Offboarding Policy and Process for Google Workspace |
| Improvements to the Prompt for Resource Allocation Step |
We have included the option to skip the Prompt for Resource Allocation step after a specified amount of days, to get around instances where the step was proving restrictive to a workflow. |
Offboarding Policy and Process for Google Workspace |
Improvements/Bug Fixes:
- We fixed the slow loading times of the 'Offboarding Workflow' screen.
- We made two fixes to the Archive step: The first being to skip the Archive step if a user had been successfully archived in a previous offboarding, as this frequently led to step failures and users exceeding the fair usage policy. We also made a fix to not have the step get stuck if the user drive was disabled.
- We made a fix to disallow users being able to create an OU with a trailing space as it led to errors in OU creation.
- We two UI improvements: One to the sidebar menu, so that it wouldn't take up screen space when opened and another to refactor the backup dashboard in the new UI styling.
v.2.15.2 Release Notes (5th November 2024)
| Enhancements | Description | Links to article(s) in Knowledge Base |
| Flexible and Repeatable Offboarding Steps |
We have made steps repeatable and flexible within Automate, to allow for customisable workflows, allowing users to accommodate for their specific organisational policies. Please note that initial and final steps are fixed and cant be repeated or reordered. |
Offboarding Workflow Configuration |
Improvements/Bug Fixes:
- We are adding in the automated input of Google Profile Images to Signatures, instead of having users pull them in manually.
v.2.15 Release Notes (29th October 2024)
| Enhancements | Description | Links to article(s) in Knowledge Base |
| 'Move OU' as an Offboarding Trigger |
We have added a setting to allow for offboarding workflows to be triggered when a user is moved to a target OU, where the setting is allocated to. This can be enabled with a click in the 'workflow settings' tab on the 'offboarding workflows' page. |
Moving OU to Trigger an Offboarding Workflow |
Improvements/Bug Fixes:
- We are allowing failed workflows to remain as failed, instead of auto archiving after a week, as we'd done previously, following user demand.
v 2.14 Release Notes (August 20th 2024)
| Enhancements | Description | Links to article(s) in Knowledge Base |
| Removal of 'Passwords and Login Controls' |
As part of our ongoing commitment to enhancing our product and prioritizing features that best serve our customers, we have made the decision to remove the "Passwords and Login Controls" feature from the "Automate" module. Since users now log in to CloudM via Google Sign-In, this feature is no longer necessary. Please note that Google Workspace passwords can still be updated through CloudM. |
N/A |
v.2.13 Release Notes (July 22nd 2024)
| Enhancements | Description | Links to article(s) in Knowledge Base |
| Log Notifications |
Users have the option to configure email notifications for specific events detected in the logs. This functionality enables users to receive alerts when particular events occur within the platform, such as a user's backup failure or a user deletion. Users can specify the log event, frequency & recipients of the email notification. Please see the linked KB article for further details. |
Log Notifications |
Improvements/Bug Fixes:
- Frontend performance enhancements.
- Fixed a bug that resulted in Smart Teams not obeying the selected order of priority.
- Fixed a bug that resulted in being unable to save tags with certain symbols.
v.2.12.0 Release Notes (May 7th 2024)
| Enhancements | Description | Links to article(s) in Knowledge Base |
| Removal of Migrate in Automate and AD Connector. |
This release wraps up our commitment earlier this year to refine CloudM Automate by discontinuing the 'Migrate' menu item and the 'AD Connector' integration. Our decision was rooted in our focus to prioritise features that best serve our customers and support the evolution of the product. |
N/A |
| Smart Teams moved under 'Directory' |
We have moved Smart Teams under Directory as it is a core functionality for all our CloudM modules, not just Automate. |
Smart Teams |
This release also contains several bug fixes and improvements.
v.2.11.0 Release Notes (March 6th 2024)
Improvements:
- In offboarding, in the 'Migrate Calendar Step' the remove resources from calendar events option now only removes resources for future events not historical events.
- You can now bulk retry failed offboardings.
- For Backup customers, we now require them to provide a domain-wide delegated service account. There is a new area in 'Settings' to allow Backup customers to provide this.
- Several small bug fixes.
v.2.10.1 Release Notes (8th February 2024)
| Enhancements | Description | Platform | Links to article(s) in Knowledge Base |
| Workflow Email Templates. |
You can now edit the emails that go out as part of an Offboarding Workflow. You must assign the 'View and Edit Workflow Email Templates' permission to view this. You can edit your offboarding workflow templates by going to Automate and Workflow Email Templates. Here you are able to edit the email templates that go out for the following workflow notifications:
You can then apply these templates to your offboarding workflows. Please read this article and watch the video for full details. It is very important you add the $workflowGeneratedContent variable to your email templates. If you do not create workflow email templates you will just be sent the standard system email that is sent out at the moment. |
Google. | Workflow Email Templates |
| Ability to offboard users at a chosen time |
You can now offboard a user at a specified date AND time. You do this by going to the user profile clicking Actions and Set End Date/Time You can select a date and time on the hour in GMT. Please note the user may be offboarded +-1 hour of the time selected so please pick a time accordingly. . |
Users>Actions | |
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New domain insight that shows a list of users who have a Manager who is suspended or deleted. |
There is a new Domain Insights statistic on the Dashboard that allows you to see if any users have a manager on their profile who is suspended or deleted. If they do this will be shown under Tips for Improvements. You can click for a list of these users and if you wish do a bulk export and import to update their Manager. |
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'Remove or Replace User as Manager' step in offboarding |
If a user being offboarded is a manager this step will remove or replace them from the 'Manager' field of any associated user profiles. If you click the 'Replace manager' checkbox you can pick who you'd like the offboarding Manager to be replaced with. |
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Ability to update profile information when an offboarding user is in the 'Failed' and 'Retry' state. |
In certain steps of offboarding that involve transfer of resources, if the target is a Manager who has been deleted the workflow will fail with an error "User not Found". The workflow will try to retry the step 5 times. Now, in this retry state you can edit the user's profile and update the manager before triggering a retry. You can only update an offboarding user's profile in this circumstance to prevent errors. |
N/A |
v.2.9.1 Release Notes (5th December 2023)
| Enhancements | Description | Platform | Links to article(s) in Knowledge Base |
| Removal of unsupported features in our Microsoft Platform. |
Earlier this year we announced we no longer could support some features of our Microsoft Automate Platform. This is due to Microsoft deprecating Remote Powershell. |
Microsoft. | N/A |
| Enhanced Ability to Search for Inactive Users |
You can now easily use the search bar to find users that are Inactive. An example would be "NOT lastLogin within 56days" would show any users who had not logged in in the last 56 days. |
Google/Microsoft | Search Fields |
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More statistics related to Inactive Users display on the 'Dashboard' |
Previously on the dashboard we only showed 'X Users have not logged in over the last 30 days.' With this release we have expanded this to show 60 & 90 days too. |
Google/Microsoft |
v2.9.0 Release Notes (15th November 2023)
| Enhancements | Description | Platform | Links to article(s) in Knowledge Base |
| “Assign Google Workspace License” Step in Offboarding | A new step in offboarding that applies a GWS license to a user. This step either REMOVES the user's Google AU license which by default reassigns them their GWS license OR if they have a Cloud Identity License you can select the license you wish to assign them from the drop-down. This is useful as certain steps in offboarding require a user to have Mail and/or Drive Active (I.e Archive OR Transfer Ownership for example) if a user does not have a GWS license these steps will fail. This new step will allow you to assign the user a full license for the workflow automatically. Please note to remove the license you must ensure you have 'Unassign License' step in your workflow. |
Offboarding Policy & Process for Google Workspace | |
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Offboarding and Archive Statistics now show on the Dashboard. |
Currently, Offboarding & Archive Stats are not shown on the dashboard and are not very intuitive to find. We have added these to the Dashboard so you can easily see all your statistics related to offboarding. |
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| Sync Email Signature at Smart Team level |
Allows you to push through a manual sync of email signatures for a Smart Team. This will be done by going into the Smart Team clicking ‘Actions’ and then ‘Sync Email Signatures’ |
Improvements/Bug Fixes:
- Several small bug fixes and improvements.