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.
Remove Targets from a Schedule
Exclude Individual Patches from a Policy (Manual Exclusions)
Exclude Patch Types from a Policy (Dynamic Exclusions)
Add a Policy
- On the Policy List, click Add Policy.
- Enter a policy name and description.
- Select policy inclusion criteria: Severity, Category, OS, and Type.
- Add dynamic exclusions and set Auto-refresh options, as required. Click Add.
- On the policy document, click Add Schedule.
- Enter a schedule name. Select options for deployment frequency, and behavior. Click OK.
- On the policy document, click the Add Targets link for the new schedule.
- Select patching targets from the Target By Device or Target By Group tab. Click OK.
- On the policy document, click Activate.
Activate a Policy
- From the Policy List, open the policy document.
- Click the Activate button
Suspend a Policy
- From the Policy List, open the policy document.
- Click the Suspend button.
Refresh a Policy
- From the Policy List, open the policy document.
- If the policy is active, click the Suspend button.
- Click the Refresh Now button.
Edit a Policy
- From the Policy List, open the policy document.
- If the policy is active, click the Suspend button.
- Click the Edit Policy link.
- Make required changes, and Save.
Delete a Policy
- From the Policy List, open the policy document.
- If the policy is active, click the Suspend button.
- Click the Delete Policy link.
Add a Schedule to a Policy
- From the Policy List, open the policy document.
- If the policy is active, click the Suspend button.
- Click Add Schedule.
- Enter a schedule name, and set scheduling and execution options. Click OK.
- Click the schedule's Add Targets link.
- On the Target By Device or Target By Group tab, select devices or groups to add. Click OK.
Edit a Policy Schedule
- From the Policy List, open the policy document.
- If the policy is active, click the Suspend button.
- Click the schedule name.
- Click Edit Schedule.
- Make changes and click OK
Add Targets to a Schedule
- From the Policy List, open the policy document.
- Click the schedule's Targets link.
- On the Target By Device or Target By Group tab, select devices or groups to add. Click OK.
Remove Targets from a Schedule
- From the Policy List, open the policy document.
- Click the schedule's Targets link.
- On the Target By Device or Target By Group tab, select devices or groups to remove. Click OK.
Delete a Policy Schedule
- From the Policy List, open the policy document.
- If the policy is active, click the Suspend button.
- Remove all target devices or groups.
- Click the schedule's Targets link.
- On the Target By Device or Target By Group tab, click Deselect All. Click OK.
- On the Schedules tab, click the schedule name.
- Click Remove Schedule. Click OK.
Exclude Individual Patches from a Policy (Manual Exclusions)
- From the Policy List, open the policy document.
- If the policy is active, click the Suspend button.
- Click the Patches tab.
- Check the Exclude box next to the patches you want to exclude.
- Click the Exclude button.
Exclude Patch Types from a Policy (Dynamic Exclusions)
- From the Policy List, open the policy document.
- If the policy is active, click the Suspend button.
- Click Edit Policy.
- Type a keyword or phrase in the Exclude field and press Enter; repeat as required. Exclusions keywords are not case-sensitive.
- Click Save.
Enable Auto-refresh
- From the Policy List, open the policy document.
- If the policy is active, click the Suspend button.
- Click Edit Policy.
- Click Auto-refresh Enable, and set refresh timing and frequency.
- Click Save.
Adjust Auto-refresh Schedule
- From the Policy List, open the policy document.
- If the policy is active, click the Suspend button.
- Click Edit Policy.
- Adjust Auto-refresh timing and frequency.
- Click Save.
Disable Auto-refresh
- From the Policy List, open the policy document.
- If the policy is active, click the Suspend button.
- Click Edit Policy.
- Click Auto-refresh Disable.
- Click Save.