Manage Patches on Multiple Devices through the Patch Management Workflow
The Patch Management Workflow provides a consolidated process for handling patches on multiple devices. This dialog lists all patches discovered across all of servers and workstations running Patch Management. As the number of entries may easily stretch to tens of thousands, we have included both dialog and column filters to assist in the identification and management of these patches to provide a more targeted view.
Once configured, this patch policy setting is applied to any instance of the patch (both now and in the future) that matches the selected Entity criteria.
- Log into the Dashboard
- Go to Settings > Patch Management > Management Workflow
- Log into the Dashboard
- Select the device in the North-pane
- Go to its Patches tab
- Select one or more patches
- Click the Management Workflow button
The Management Workflow dialog opens with these patches pre-selected.
Filter the selection or Choose Patch Action.
Filter results and select Patches
- Use the filters to return information on the target patch(es):
- Click on the link (where available) to visit the vendor's site for more information on a patch
- Click Apply filters to view the results or Reset filters to remove all filters and return to the defaults. Date: Last Month | Filter by Status: Missing
- Use the Columns drop-down to refine the results, providing the required information to make a considered patch selection
- Click on the left-column link (where available) to visit the vendor's site for more information on a patch.
- Multi-select the patches (Shift and left-click for a range, Control and left-click for specific patches)
- After selecting the Patches click Proceed to continue
- Select the required action:
- Click Next
- Select the device type Servers and/or Workstations as well as the Client and Site combination to apply the Patch action to
- For Ignore, Do Nothing, Reprocess Failed and Uninstall patch actions click Apply
- For the Approve patch action click Next and choose when to install the patch
The Patch name search supports partial string searches and returns those patches that contain an element of the entered string in their name.
Please note that the returned results are based on the Date and Filter by Status selection with the search immediately applied.
Choose the patch Release Date range to display from: Last 24 hours | Last 7 days | Last 3 months | Last 6 months | Last year | All time
|Client or Site||Display Patches for the selected Clients and Sites.|
Filter by Status
Return patches that meet the selected Status criteria with this setting immediately applied:
|Filter by Classification||
Choose whether to filter based on Classification of the patch:
Select one or more from:
|Filter by Device Type||Choose whether to filter based on whether the patches apply to servers and/or workstations.|
Display the patch information based on the filter selection
Remove all filters and return to the defaults. Date: Last Month | Filter by Status: Missing
Choose Patch Action
|Approve||Authorizes the patch for installation at the next scheduled installation time|
Applied to patches that explicitly are not to be installed. When a patch is ignored, it is not identified on the Dashboard or Reports as missing.
Reasons for ignoring a patch include those circumstances where its installation is known to cause issues, the patch is outside of the Client's service contract or where installing the patch would have licensing implications for the product.
|Do Nothing||Sets the patch to NOT have any Patch Approval Action apply to it. The patch status will instead reflect what is set in the applied Patch Management Policy.|
|Reprocess Failed||Where problems were experienced installing a patch it is marked as Failed in the South-pane. Selecting a Failed patch brings up the additional option to Reprocess Failed, which will attempt to install the patch again during the next installation cycle (either scheduled or manual).|
|Uninstall||Only available for Microsoft patches with Yes in the Uninstallable column.
Supports the removal of up to ten patches at any one time. For more information on patch removal please refer to the section Uninstall Microsoft Patches.
Visit Patch Approval Actions for information on the patch approval hierarchy.
This dialogue allows you to quickly view the current Server and Workstation action statuses for the selected Patches. The New Status column dynamically updates based on the Client and Site selection to reflect the impact of any changes.
- Use existing schedule (for information, the current schedule is displayed)
- Schedule for a new time, configure the installation time and patch reboot behavior. Enter the password of the account you have logged into the Dashboard under to confirm this action. The Schedule for a new time setting is only applied to the patch on this device and takes precedence over the existing installation schedule
The scheduled time refers to the local time of the computer the Agent is installed on. Please take this into consideration where your Dashboard contains Clients, Sites or Devices in different timezones, to ensure Patches are not installed at an inappropriate time. One suggestion is to set a custom Installation Schedule at the Client, Site or Device level based on their timezone.