Homepage 5 Patch Management 5 Patch Management Policy

Patch Management Policies


Save your IT team the hassle of manually tracking patches and updates — modernize your update distribution processes with Action1 RMM’s patch management policies.

Automate patch discovery, testing, and distribution from a centralized cloud dashboard. Action1 RMM will ensure that all the proper updates, patches, and hotfixes are deployed on time to all remote endpoints, with zero dependencies on LAN connectivity or VPN.

updates auto critical new policy action1

What Is a Patch Management Policy?

Every software application needs improvements from time to time. Vendors release patches and updates to fix bugs, plug security vulnerabilities, and improve usability or add capabilities. IT teams need to have a reliable process for acquiring, testing, installing, configuring, and tracking all the patches for all the applications on their endpoints — not just once, but continuously.

A software patch management policy helps ensure the job gets done right. It provides a set of procedures and rules for IT teams to follow to keep all enterprise applications up to date with the latest or most relevant patches and software updates.

Why Is Patching Important?

Today, running even one outdated application poses serious risk to your organization. Implementing a solid patch management policy process is essential in order to:

Maintain Security

Patches help protect your data by fixing security flaws, including zero-day vulnerabilities.

Guarantee Uptime

Fixing security gaps helps prevent intruders from getting into your network and causing damage. In addition, some patches directly improve application stability and reliability.

Ensure Compliance

Some data security compliance standards require a comprehensive patch management policy.

Unlock New Performance Upgrades

Some patches and updates enhance an application’s capabilities, performance, and usability.

What Does The Patch Management Policy Process Entail

Here are the key steps in an effective IT policy for patch management. However, remember that each step is not a once-and-done task; the patch management process needs to be continuous, since both your IT environment and the threat landscape are constantly changing. Here is a simple patch management policy sample:

Step 1: Discover and inventory your IT assets

First, take a thorough and accurate IT asset inventory. Include all the devices on the corporate network, along with all the software applications installed on them, including OS, firmware, drivers, and user apps. Don’t forget to list each component’s model and software versions. Be sure to record the date each time you make a new inventory.

Step 2: Standardize your IT assets.

Next, review your inventory for different models of the same hardware and different versions of OS and other software, and standardize as possible. Having a largely homogenous IT infrastructure simplifies and speeds the patch management process and minimizes errors.

Step 3: Identify and classify risk around your IT security controls.

As part of your broader IT risk assessment process, be sure to identify and track all your patchable IT security controls, including firewalls, antivirus and antimalware tools, network traffic monitors, and web gateways. Prioritize these security risks based on severity.

Step 4: Monitor and test patches and updates.

Monitor reliable channels for information about software vulnerabilities and ensure you get patches for all your IT assets as soon as they become available. Ideally, you should then install them in a sandboxed environment and determine whether the patch actually fixes the vulnerability without causing harmful side effects.

Step 5: Deploy patches and updates.

Once your testing gives the green light, you can roll out the patches and updates. In some cases, you may have to reconfigure systems in order to accommodate a particular patch. Develop a process that minimizes disruption to users and business processes

Step 6: Review and revise your process.

Document your entire patching process. Regularly review how well it is working, test revisions to the process, and implement changes that improve it.

How the Action1 RMM Patch Management Solution Can Help

Action1 RMM patch management enables IT teams to efficiently implement the corporate patch management policy. With Action1’s patch policy configuration management, you can:

Automate Patch Deployment

Automatically deploy patches and updates based on their severity, or choose updates manually. Stable updates typically become available in the Action1 RMM dashboard within two days after release.

Configure Patch Approval

Specify whether updates have to be manually approved before they are scheduled for distribution, as well as set the timeframe before updates are deployed automatically.

Customize Reboot Options

Allow or skip rebooting after patch installation. Moreover, you can configure the timing of the reboots, along with notifications for users whose computers are going to be restarted.

Deactivate Updates in Windows Settings

You can choose to disable Windows Update and deploy patches and updates only through Action1 RMM.

Select Endpoints

Choose whether to deploy updates on all endpoints or just specific machines or groups of machines.

Determine Delivery Schedule

Push updates once a month or every week on a certain day. Select the time that works best for your teams to avoid business disruptions and lost productivity.

Monitor the Patching Process

Check patching results in the Update Statistic report or on the Policies / History page.

Try Action1 Patch Policy Configuration Management

Reduce maintenance costs, strengthen data security, and accelerate IT team productivity.
Action1 offers free cloud patch management for 50 endpoints with no functionality limitations and no expiration.

Sign up with no credit card or corporate details below.

Patch Management Policy Best Practices

Patching success comes down to how well you can manage your patches and updates. Here are the best practices for creating an effective automated patch management policy template:

Stay up to date with news and updates from vendors

Software vendors, developers, and security researchers constantly review software applications for security and usability flaws. Whenever one is detected, a patch is quickly developed and announced, usually via social media and press releases.

In addition, some software vendors also release patches and updates for their products on a regular schedule. For instance, Microsoft and Adobe release patches on the second Tuesday of every month (“Patch Tuesday”). Even so, you’ll still find some out-of-band releases to fix urgent errors or vulnerabilities.

It’s essential to stay informed about all patches and updates for all your IT assets. Follow our blog for monthly Patch Tuesday news and other updates from Microsoft.

Take a holistic approach to patch management

It might seem that patching is more important for some software products (such as ERPs and remote collaboration tools) than for more mundane applications (such as a document reader). But the truth is, hackers will exploit any vulnerability they can find to get a foothold in your network. Therefore, ensure that your patch management efforts touch on every inch of your IT footprint, including:

  • Server patch management policy
  • Application patch management policy
  • Desktop patch management policy
  • Components of a patch management policy
  • Operating system patch management policy
  • Computer patch management policy
  • Information security patch management policy
  • Firewall patch management policy

Maximize patch deployment speed

Prioritize speed and efficiency in your patch deployment policy, especially for patches that address critical vulnerabilities. According to Ponemon, it takes only 43 days to see an active cyberattack following a patch release, but it still takes an average of 12 days for organizations to install a critical patch. The lesson is clear: Acquire patches promptly, test them right way, and deploy them as soon as possible.

Always test before deploying

Patching quickly does not necessarily mean installing patches everywhere at once. In fact, doing so can be quite reckless. Every IT ecosystem is unique, so it’s not always obvious how a particular patch might affect other systems. Although patches are always well-intentioned, they can inadvertently cause harm by messing with things like compatibility settings and interface drivers.

When it comes to patching critical systems, it’s always wise to err on the side of caution. Test the patch on a smaller system or in a sandboxed environment to see how it works with your setup and configurations and determine whether any changes are needed to make the patch work correctly.

Be careful when making patch exceptions

On occasion, you’ll probably find that some of your endpoints require reconfiguration or additional software to accept a particular patch, or the patch can’t be installed at all. When you run into these patch exceptions, it’s crucial to take extra precautions: Limit the app’s permissions (especially access to the internet) or separate it from the IT ecosystem altogether until you have investigated the issue and found an effective solution. Leaving an unpatched application online and fully operational is a risk not worth taking.

Have a rollback plan

No matter how carefully you source, test, verify, and install a patch, there is always a chance it could cause unexpected problems. When this happens, the only solution is to uninstall the patch and roll back the app to its previously stable version. Be sure to include a rollback plan in your system patch management policy.

Try Action1 Free Patch Deployment Policy Solution

Strengthen data security, minimize business disruptions, and improve IT team productivity.
Action1 offers free cloud patch management for up to 50 endpoints with no functionality limitations and no expiration.

cloud patch management solutions action1

MSP Solution

Centralize endpoint management and boost efficiency of IT service delivery.

automated server patch management action compliance

Patch Management

Identify and deploy missing OS and third-party software updates.

cloud software deployment tools windows

Software Deployment

Distribute software and updates across managed endpoints.

software distribution tools software inventory action1

IT Asset Inventory

Keep a detailed inventory and manage hardware and software assets.

web client remote desktop

Remote Desktop

Support users via seamless remote desktop connection.

web based rdp client

Unattended Access

Provide administrative support and manage remote devices.

automated patch management action1

Endpoint Management

Run PowerShell, custom scripts, reboot computers and restart services.

API integrations action1


Integrate Action1 RMM to your IT ecosystem.

computer inventory tool for compliance

Reports and Alerts

Conduct endpoint security audits with comprehensive reporting.