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Patch Policy Configuration Management

Save your IT team the hassle of manually tracking patches and updates — modernize your update distribution processes with Action1 patch management policies. Create flexible patching policies and force them across your endpoints’ entire fleet to accommodate your organization’s needs and industry standards. Sign up for a zero-obligation, free version today and start managing patches for up to 100 remote devices from a central dashboard.
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Simple Patch Management Policy

Automate patch discovery, testing, and distribution from a centralized cloud console. Action1 risk-based patch management solution will ensure that all the proper updates, patches, and hotfixes are deployed on time to all remote endpoints no matter of their location, network connectivity, awake or asleep status.

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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.

With Action1, we are able to support, manage and patch our endpoints no matter where we are, via any device that has a browser. It is a brilliant product that helps us achieve all we wanted in a very cost-effective way.

Barry Carmichael
System Administrator at Tamborine Mountain College


About Action1 Patch Management Solution Features

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


Deactivate updates in Windows settings

You can choose to disable Windows Update on your managed endpoints and deploy patches and updates only through the Action1 console.

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Automate patch deployment

Automatically deploy patches and updates and prioritize deployment based on their severity, or choose and push updates manually. Configure policy to automatically delay deployment of newly released patches by a certain number of days, to avoid installing untested updates that can disrupt your business operations. Stable software and OS updates typically become available in the Action1 dashboard within two days after release.

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Configure patch approval

Set admin privileges for approval procedures. Specify whether updates have to be manually approved before they are scheduled for distribution. Bypass patch approval for patches based on severity, for instance, deploy all Critical patches automatically, without manual approval.

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Customize reboot options

Configure mandatory reboots and notifications for users whose computers will be restarted. Moreover, you can schedule the reboot time for off-office hours to minimize downtime for the end-users. Or you may configure a policy to skip reboot after patch installation altogether.

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Select endpoints

Choose whether to deploy updates on all endpoints or just specific machines or groups of machines. Also, configure separate patching policies for different endpoint groups, such as the immediate deployment of patches for a test group of endpoints and approval-based deployment for the rest of your organization.

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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, for instance, timeframes off-business hours. If a targeted endpoint is switched off at the moment, the patch deployment will start once it is turned back on.

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

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Generate patch reports

Generate and extract detailed reports on deployed patches to demonstrate compliance with cybersecurity standards and regulations to clients and bosses.

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Why Configuring Patch Management Policy?

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.

Increase perfomance

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

Comply with regulations

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

Unlock perfomance 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 and 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 OS and other software versions, 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.

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 away, 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.

Patch Management That Just Works

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