Patch Policy Operations: Task Reference

The Patch Policy operations are summarized in this page. If you suspend an Active policy to make changes, re-activate it when you are done to resume patching.

Add a Policy

Activate a Policy

Suspend a Policy

Refresh a Policy

Edit a Policy

Add a Schedule to a Policy

Edit a Policy Schedule

Add Targets to a Schedule

Remove Targets from a Schedule

Delete a Policy Schedule

Exclude Individual Patches from a Policy (Manual Exclusions)

Exclude Patch Types from a Policy (Dynamic Exclusions)

Enable Auto-refresh

Adjust Auto-refresh Schedule

Disable Auto-refresh

Add a Policy

  1. On the Policy List, click Add Policy.
  2. Enter a policy name and description.
  3. Select policy inclusion criteria: Severity, Category, OS, and Type.
  4. Add dynamic exclusions and set Auto-refresh options, as required. Click Add.
  5. On the policy document, click Add Schedule.
  6. Enter a schedule name. Select options for deployment frequency, and behavior. Click OK.
  7. On the policy document, click the Add Targets link for the new schedule.
  8. Select patching targets from the Target By Device or Target By Group tab. Click OK.
  9. On the policy document, click Activate.

Activate a Policy

  1. From the Policy List, open the policy document.
  2. Click the Activate button

Suspend a Policy

  1. From the Policy List, open the policy document.
  2. Click the Suspend button.

Refresh a Policy

  1. From the Policy List, open the policy document.
  2. If the policy is active, click the Suspend button.
  3. Click the Refresh Now button.

Edit a Policy

  1. From the Policy List, open the policy document.
  2. If the policy is active, click the Suspend button.
  3. Click the Edit Policy link.
  4. Make required changes, and Save.

Delete a Policy

  1. From the Policy List, open the policy document.
  2. If the policy is active, click the Suspend button.
  3. Click the Delete Policy link.

Add a Schedule to a Policy

  1. From the Policy List, open the policy document.
  2. If the policy is active, click the Suspend button.
  3. Click Add Schedule.
  4. Enter a schedule name, and set scheduling and execution options. Click OK.
  5. Click the schedule's Add Targets link.
  6. On the Target By Device or Target By Group tab, select devices or groups to add. Click OK.

Edit a Policy Schedule

  1. From the Policy List, open the policy document.
  2. If the policy is active, click the Suspend button.
  3. Click the schedule name.
  4. Click Edit Schedule.
  5. Make changes and click OK

Add Targets to a Schedule

  1. From the Policy List, open the policy document.
  2. Click the schedule's Targets link.
  3. On the Target By Device or Target By Group tab, select devices or groups to add. Click OK.

Remove Targets from a Schedule

  1. From the Policy List, open the policy document.
  2. Click the schedule's Targets link.
  3. On the Target By Device or Target By Group tab, select devices or groups to remove. Click OK.

Delete a Policy Schedule

  1. From the Policy List, open the policy document.
  2. If the policy is active, click the Suspend button.
  3. Remove all target devices or groups.
    1. Click the schedule's Targets link.
    2. On the Target By Device or Target By Group tab, click Deselect All. Click OK.
  4. On the Schedules tab, click the schedule name.
  5. Click Remove Schedule. Click OK.

Exclude Individual Patches from a Policy (Manual Exclusions)

  1. From the Policy List, open the policy document.
  2. If the policy is active, click the Suspend button.
  3. Click the Patches tab.
  4. Check the Exclude box next to the patches you want to exclude.
  5. Click the Exclude button.

Exclude Patch Types from a Policy (Dynamic Exclusions)

  1. From the Policy List, open the policy document.
  2. If the policy is active, click the Suspend button.
  3. Click Edit Policy.
  4. Type a keyword or phrase in the Exclude field and press Enter; repeat as required. Exclusions keywords are not case-sensitive.
  5. Click Save.

Enable Auto-refresh

  1. From the Policy List, open the policy document.
  2. If the policy is active, click the Suspend button.
  3. Click Edit Policy.
  4. Click Auto-refresh Enable, and set refresh timing and frequency.
  5. Click Save.

Adjust Auto-refresh Schedule

  1. From the Policy List, open the policy document.
  2. If the policy is active, click the Suspend button.
  3. Click Edit Policy.
  4. Adjust Auto-refresh timing and frequency.
  5. Click Save.

Disable Auto-refresh

  1. From the Policy List, open the policy document.
  2. If the policy is active, click the Suspend button.
  3. Click Edit Policy.
  4. Click Auto-refresh Disable.
  5. Click Save.