Getting started with Davis CoPilot

• Latest Dynatrace
• How-to guide
• 3-min read
• Published Sep 24, 2024

Davis CoPilot is enabled on the account level by default, meaning that all your environments automatically have access to it. However, Davis CoPilot functionality must still be enabled on the environment level via the settings page, which offers you full control over how Davis CoPilot is enabled and configured in your environment.

Enable Davis CoPilot on your environment

If you can't see the settings page, make sure you have Setting Reader and Setting Writer policies assigned. For more information, see read and write permission.

User permissions

After enabling Davis CoPilot on the environment level, you'll still need to give access to the various Davis CoPilot skills to your users. To do so, you have to bind the group they belong to a policy with the following statement that allows access to Davis CoPilot:

For more information on managing your policies, see Manage IAM policies.

User-based data access

Since Davis CoPilot respects user privileges, it may provide different responses to different users based on their access rights.

Enable document suggestion

Document suggestion is a Davis CoPilot skill that allows it to recommend to you troubleshooting guides created in Notebooks and Dashboards based on vector similarity. You can leverage Davis CoPilot's document suggestion in Problems to quickly retrieve troubleshooting guides written by you or your team for similar problems and reduce mean time to repair (MTTR).

If you want Davis CoPilot to suggest troubleshooting guides for similar or repeatedly occurring problem, you'll need to allow it to search through and index documents created in Notebooks and Dashboards and shared with all users in your environment. To ensure you have full control over the security of your data, this functionality is opt-in and is turned off by default.

To enable document suggestion

By default, Davis CoPilot indexes troubleshooting guides every 6 hours.

Semantic vector indexing

Davis CoPilot uses semantic vector indexing to suggest relevant troubleshooting dashboards and notebooks shared within the environment. It continuously indexes the content of dashboards and notebooks recognized as troubleshooting guides. When a user accesses the troubleshooting view for a specific problem, Davis CoPilot compares the problem description to the indexed data using semantic similarity to suggest the most relevant guides.

This process relies on vector representations of both the problem description and the indexed dashboard or notebook content. The smaller the semantic distance between the problem description and a document, the higher its relevance score. This means it's more likely for a document to be suggested by Davis CoPilot as a relevant troubleshooting guide.

Enable environment-aware queries

Environment-aware queries can enrich Davis CoPilot with your environment's data. This lets you generate more accurate queries that identify and reference relevant entities, events, spans, logs, and metrics from your environment.

If you want Davis CoPilot to be aware of the details and structures of your environment's data, you'll need to allow access to Grail. To ensure you have full control over the security of your data, this functionality is opt-in, and admin users can specify which data tables and buckets Davis CoPilot is not allowed to access.

To enable environment-aware queries

It can take up to 24 hours for Davis CoPilot to build or amend the semantic index after changes are made. If environment-aware queries are disabled and the semantic index already exists, Davis CoPilot purges all environment-specific data within 24 hours, and returns to using publicly available sources for building DQL queries. The semantic index is stored only on your Dynatrace tenant.

To learn more about semantic indexing and environment-aware queries, see Environment-aware queries.

Configure your data access

After enabling environment-aware queries, you'll be able to see the settings for configuring data that Davis CoPilot isn't allowed to access.

To configure your data access