As you grow your organization in Copia, user management becomes an increasingly complex problem. That’s why we shipped new integrations for third party identity providers this past February. But we’re always looking for ways to make user and permissions management faster and more painless, so today we are announcing a major upgrade to our user management interface. We’re launching our redesigned user management dashboard with several new features that make management of users and licenses easier than ever. Below is a full-screen view of what you will now see in the user management homepage. 

Some of the new features we’d like to highlight are:

User activity & license usage charts:

A common refrain we’ve heard from team leaders is that they’d love to see how many of their users are actually active, so they can offer additional training or reallocate write seats more efficiently. We’ve gone one step further: members of the Owners team can now see a breakdown of how many users in their organization last used Copia within various time horizons. Selecting one section of the pie chart will filter the user table to only show users whose last activity date on Copia falls in that timeframe.

We have also moved all information about license usage (write seats for Source Control users, and Agent/Device usage for DeviceLink users) into a single view, so you no longer have to navigate between multiple pages to understand your organization’s license usage.

This visualization is visible only to users who are part of the “Owners” team.

Improved user table filtering and sorting:

You can now filter the user table for multiple additional dimensions: team associations, repository associations, and whether a user is occupying a paid seat. You can also sort the “Last active date” column ascending or descending. We are also bringing our click-to-filter menus from the job history table to the user table - click on a team association or repo association, and choose whether you want to add it to a table filter or navigate directly to the team or repo page.

You can also save filters by bookmarking or copying the page URL - filters are now encoded directly in the URL for easier storing and sharing.

Export user list to CSV:

Members of the Owners team can now export a full CSV of all Copia users in their organization, including their team/repository associations and assigned permission levels. This feature is meant to support organizations who wish to audit user permissions using external tools.

Thank you and please reach out with any questions - we are always here to help and look forward to continually improving our product and your user experience!

We're excited to announce a valuable new update to Copia Copilot: Chat History! Now, your Copilot conversations are more useful and easier to manage than ever.

What's new:

• Auto-Titled Conversations: Each conversation automatically receives a clear, meaningful title based on your interaction, making it easy to find specific sessions.
• Indefinite Conversation Retention: Your conversations with Copilot are stored indefinitely, allowing you to continue conversations seamlessly, whether they took place days, weeks, or even months ago.
• Conversation Search: Quickly locate previous discussions or questions you've asked, making it simple to revisit past interactions.

Chat History ensures you never lose track of important Copilot interactions, significantly boosting your productivity and enhancing your workflow.

For more details, check out the Chat History documentation.

Copia DeviceLink makes it easy to set up automated backups quickly for an entire Site using a sitewide backup schedule. Instead of manually scheduling backups for each of your Copia Projects one by one, the sitewide backup schedule applies a single schedule to every Project in a Site. However, there are plenty of reasons why you might want to exclude certain Projects from a schedule - perhaps a line is undergoing maintenance, or a device is awaiting a firmware upgrade.

That’s why DeviceLink now gives you the option to exclude Projects from a sitewide backup schedule. To exclude a Project, open the detail view and activate the “Exclude from Sitewide Backup Schedule” toggle (shown in the image above).

We know that case-by-case exclusions such as these may make it difficult to remember whether you have configured your automated backups as expected. That’s why we’ve also added a visual label to Projects that are not currently associated with any scheduled job, including sitewide schedules (shown in the image below). This label makes it easier to see which of your Projects are not configured for automated backup at a glance.

Thank you and please reach out with any questions - we are always here to help and look forward to continually improving our product and your user experience!

We're happy to announce that Copia now supports the newest version of Siemens' TIA Portal V20 for both Source Control rendering and DeviceLink automated backup! See our Documentation for more info on our Siemens TIA Portal support.

We’re making Copilot even easier to use! Based on user feedback, we’ve added the ability to launch Copilot directly from the Copia Desktop App—no browser, no extra sign-in steps. Now, you can leverage AI-powered code assistance right where you work, saving time and keeping your workflow seamless.

Try it out today and let us know what you think! 🚀 For more information about Copilot, please see our Docs.

Dear Copia Customers,

As you know, we're committed to continuously improving our platform and providing you with cutting-edge solutions. Following the successful beta period for Copia Copilot, we're excited to announce that it will officially become a premium feature of our platform on March 10, 2025.

This means that open access to Co-pilot will end on March 10th (with the exception of beta users, who will have access through the end of March) But don't worry! You can maintain access to this powerful tool by upgrading your subscription.

To learn more about the pricing and benefits of including Copilot in your plan, please schedule a call with our sales team here. They'll be happy to answer any questions you have, demo the product, and help you find the best option for your needs.

We're confident that Copia Copilot will continue to help reimagine your industrial automation workflows, and we're excited to see what you achieve with it.

Sincerely,

Your Copia Automation Team

Copia already has many fine-grained user and permissions management features, including the ability to set user roles on a team level, integrate with SSO providers, and just-in-time user provisioning. However, we heard from many of our enterprise users that they wanted the ability to manage team and role assignments directly from an Identity Provider, such as Azure Entra ID. That’s why we are excited to announce improved user management support for enterprises using SCIM-based identity providers.

With Directory Sync support, Copia customers can now integrate their SCIM-capable identity provider to assign users to Copia teams based on Identity Provider groups. We have also added support for enabling “single-role teams”, which is an organization-wide setting that requires all members of a Copia team to have the same role. 

Taken together, these features mean that user provisioning, team mapping, and role mapping can all be done in Copia by a SCIM-capable identity provider. Read more about connecting Directory Sync to Copia and using single-role teams in our documentation.

We're thrilled to announce that Copia now supports Rockwell's PanelView HMI backup. This new DeviceLink integration allows users to back up the runtime files for their PanelView HMIs that were developed in the FactoryTalk View Studio ME IDE. This update is a direct result of your feedback, and we're excited to deliver a feature that helps you protect your critical HMI projects.

Here's what you can expect with this new support:

• Peace of mind with disaster recovery: Say goodbye to worries about losing your PanelView HMI projects. Copia securely backs them up, so you can quickly restore them if needed.
• Change tracking: See which items in your FactoryTalk View ME projects have been modified with project-item level change detection. This helps you troubleshoot issues faster and collaborate more effectively.

This update is part of our ongoing commitment to lead the Industrial DevOps revolution. We're constantly working to improve and expand our capabilities, and your feedback plays a vital role in that process.

As always, we're here to support you. If you have any questions or need assistance with the new FactoryTalk View ME backup features, please don't hesitate to reach out to our support team. To learn more, please visit our Documentation at this link.

Happy automating!

Your Copia Team

We're making Copilot even more powerful and efficient! You can now select multiple project items as attached context when chatting with Copilot.

Why This Matters

PLC projects are often too large to attach entirely to Copilot due to token limits. With this update, you can choose specific items—like multiple AOIs, routines, or other components—to provide better context for your requests while still being under the token limit. Prior to this improvement, Copilot users were only able to attach one item as context.

What This Unlocks

• 📝 Generate documentation for multiple AOIs, Routines, etc. in one request
• 🔍 Analyze and compare several routines at once
• 🔄 Modify multiple items in a single conversation
• ⚡ Save time by reducing repetitive queries

See It in Action 🎥

Watch this quick demo to see how you can generate documentation for multiple AOIs in a single request using this new feature:

Try it out today and let us know what you think! For more information about Copia Copilot, visit our Documentation Center.

We’re excited to announce that Copia Copilot now supports response streaming! This enhancement brings a smoother and faster experience to your workflows, allowing you to see results in real-time as Copilot processes your requests. See an example of the response streaming in action below, and try it out in Copia Copilot today! As a reminder, if you are a Source Control user, you have access to Copia Copilot.