Altiris™ Patch Management Solution for Windows® 7.1

Altiris™ Patch Management Solution for Windows® 7.1
Altiris™ Patch Management
Solution for Windows® 7.1
SP1 from Symantec™ User
Guide
Altiris™ Patch Management Solution for Windows® 7.1
SP1 from Symantec™ User Guide
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Product release level
■
Hardware information
■
Available memory, disk space, and NIC information
■
Operating system
■
Version and patch level
■
Network topology
■
Router, gateway, and IP address information
■
Problem description:
■
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Troubleshooting that was performed before contacting Symantec
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Recent software configuration changes and network changes
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Contents
Technical Support ............................................................................................... 3
Chapter 1
Introducing Patch Management Solution for
Windows .......................................................................... 11
About Patch Management Solution for Windows ...............................
What's new in Patch Management Solution for Windows 7.1
SP1 ......................................................................................
How Patch Management Solution for Windows works .........................
Software that Patch Management Solution for Windows
supports ...............................................................................
Where to get more information .......................................................
Chapter 2
11
12
12
13
14
Implementing Patch Management Solution for
Windows .......................................................................... 17
Implementing Patch Management Solution for Windows ..................... 17
Chapter 3
Installing Patch Management Solution for
Windows .......................................................................... 21
Prerequisites for Patch Management Solution ...................................
Platforms supported by Patch Management Solution for
Windows ..............................................................................
About installing Patch Management Solution ....................................
About upgrading Patch Management Solution for Windows .................
About uninstalling Patch Management Solution ................................
About licensing Patch Management Solution .....................................
Chapter 4
21
22
22
23
23
23
Installing the Software Update Plug-in .......................... 25
About the software update plug-in ..................................................
Installing the software update plug-in ..............................................
Upgrading the software update plug-in ............................................
Uninstalling the software update plug-in ..........................................
Software update plug-in user interface .............................................
25
26
26
27
27
8
Contents
Chapter 5
Configuring Patch Management Solution for
Windows .......................................................................... 31
Configuring patch management Core Services settings .......................
Creating and assigning custom severity levels ...................................
Configuring Windows remediation settings .......................................
Configuring software updates installation settings .............................
Configuring the system assessment scan interval ...............................
Core Services page .......................................................................
Windows Patch Remediation Settings page .......................................
Default Software Update Plug-in Policy page .....................................
Run System Assessment Scan on Windows Computers task .................
Chapter 6
Configuring Patch Management server tasks ............... 41
About Patch Management Solution server tasks .................................
Downloading the Windows software updates catalog ..........................
Relocating or checking the integrity of software update
packages ..............................................................................
Import Patch Data for Windows page ...............................................
Chapter 7
41
42
43
43
Downloading and distributing software updates
and software bulletins ................................................. 47
About software updates and software bulletins ..................................
About downloading and distributing software updates ........................
Downloading software updates .......................................................
Downloading and distributing software updates ................................
Viewing the software update delivery summary report ........................
About software update policies and maintenance windows ..................
Patch Remediation Center page ......................................................
Distribute Software Updates wizard pages ........................................
Update download and policy creation status dialog .............................
Distribute Software Updates task ....................................................
Download Software Update Package task ..........................................
Chapter 8
31
32
33
33
34
34
35
38
40
48
48
49
50
51
52
52
55
57
58
58
Using Patch Management reports ................................... 59
About Patch Management Solution reports .......................................
About compliance reports ..............................................................
About diagnostics reports ..............................................................
About remediation status reports ....................................................
About software bulletins reports .....................................................
About the Windows compliance dashboard .......................................
59
60
61
61
61
61
Contents
Viewing Patch Management Solution reports .................................... 62
Chapter 9
Replicating Patch Management data in
hierarchy ......................................................................... 65
About replicating Patch Management Solution for Windows
data .....................................................................................
About the Patch Management Language Alerting rule .........................
Replicating patch management language alerts .................................
About software update catalog replication ........................................
Replicating the software updates catalog ..........................................
About software update policy replication ..........................................
Replicating a software update policy manually ..................................
Appendix A
Technical reference
65
66
66
67
67
68
68
............................................................ 71
About hierarchy and data replication direction .................................. 71
About Patch Management Solution security roles .............................. 73
Index
.................................................................................................................... 75
9
10
Contents
Chapter
1
Introducing Patch
Management Solution for
Windows
This chapter includes the following topics:
■
About Patch Management Solution for Windows
■
What's new in Patch Management Solution for Windows 7.1 SP1
■
How Patch Management Solution for Windows works
■
Software that Patch Management Solution for Windows supports
■
Where to get more information
About Patch Management Solution for Windows
Patch Management Solution for Windows lets you inventory managed computers
to determine the software updates (patches) that they require. The solution then
lets you download the required software updates from the software vendor and
provides you with the tools to install the software updates. Software updates
include but are not limited to security updates, hot fixes, and service packs.
Software from vendors such as Microsoft, Adobe, Mozilla, Google, Sun
Microsystems, and many others can be patched.
See “Software that Patch Management Solution for Windows supports” on page 13.
Key features include a software repository that provides comprehensive data on
software bulletins, software updates, and inventory rules, such as technical details,
severity ratings, and number of executables. The process of populating the
12
Introducing Patch Management Solution for Windows
What's new in Patch Management Solution for Windows 7.1 SP1
information repository from the patch management metadata files can be started
after you complete the installation of the solution.
Integration with Notification Server 7.x includes features such as hierarchy and
maintenance windows. Hierarchy lets you configure features and settings for a
parent Notification Server computer, then pass the settings down to child
Notification Server computers.
See “Implementing Patch Management Solution for Windows” on page 17.
What's new in Patch Management Solution for
Windows 7.1 SP1
In the 7.1 SP1 release of Patch Management Solution for Windows, the following
new features are introduced:
■
Greater coverage of third-party software that can be scanned for vulnerabilities
and patched.
See “Software that Patch Management Solution for Windows supports”
on page 13.
■
Ability to roll out service packs for Microsoft products.
■
Ability to replicate a critical software update policy to child Notification Server
computers immediately.
■
You do not have to stage software bulletins before you can distribute them.
Software updates can be downloaded when you run the Distribute Software
Updates wizard.
■
Software Update Plug-in now supports Service Pack 1 of Windows 2008, 2008
R2, and 7.
■
Reliability and performance improvements.
How Patch Management Solution for Windows works
Patch Management Solution for Windows uses inventory information to decide
which software update packages to distribute. From software bulletins, you create
the software update policies that send the associated packages to managed
computers and install the appropriate software update programs.
After you install Patch Management Solution for Windows, you download complete
software bulletin information from the Symantec Web site. Information includes
the severity of each software bulletin, details on its software updates, and where
they can be downloaded from the vendors. This information also includes rules
Introducing Patch Management Solution for Windows
Software that Patch Management Solution for Windows supports
for creating filters and rules on how to verify that a software update is installed.
Then you deploy the software update plug-in to managed computers, which gathers
inventory. Inventory includes software vendor, software release, and service pack
information. From this inventory, Patch Management Solution for Windows
creates specific filters to target only the computers requiring individual software
updates.
See “About the software update plug-in” on page 25.
You use the Distribute Software Updates wizard to automate the downloading
and distribution of software updates. Instead of creating a policy for each
individual software update, you use this wizard to create a single policy for the
relevant software bulletins. You can add multiple software bulletins to a policy.
If you want to, you can modify any default settings and command-line options in
a software update policy.
When you download a software bulletin, each associated software update
executable is downloaded from the vendor to the Notification Server computer.
From the information in software bulletin executables, Patch Management Solution
for Windows then creates a software update package for each software update.
From the downloaded software bulletins, you then create software update policies
to distribute software update packages to the appropriate computer filters. When
a managed computer receives a software update policy, it verifies that the update
is needed, then downloads the software update package from the Notification
Server computer or a package server. The managed computer then installs the
update. At an interval, the software update policy is re-evaluated and software
updates are reinstalled if needed. For example, if an operation removes a software
update, it is reinstalled. Or if a vendor revises a software update, it is reinstalled.
After the software update plug-in distributes software updates, it sends results
of patch deployment to the Notification Server computer. This information can
be viewed through reports and the dashboard.
Software that Patch Management Solution for
Windows supports
Patch Management Solution for Windows lets you install software updates for
software from the following vendors:
■
7-Zip
■
Adobe Systems
■
AOL
■
Apple
13
14
Introducing Patch Management Solution for Windows
Where to get more information
■
Citrix Systems
■
Foxit Corporation
■
Google
■
Hewlett-Packard
■
Microsoft
■
Mozilla
■
Nullsoft
■
Opera Software
■
Oracle
■
RealNetworks
■
RealVNC
■
Research In Motion
■
Skype Technologies S.A.
■
Sun Microsystems
■
WinZip
Where to get more information
Use the following documentation resources to learn about and use this product.
Table 1-1
Documentation resources
Document
Description
Location
Release Notes
Information about new
features and important
issues.
The Product Support page, which is available at the following URL:
http://www.symantec.com/business/support/all_products.jsp
When you open your product's support page, look for the
Documentation link on the right side of the page.
User Guide
Information about how
to use this product,
including detailed
technical information
and instructions for
performing common
tasks.
The Documentation Library, which is available in the Symantec
Management Console on the Help menu.
■ The Product Support page, which is available at the following URL:
http://www.symantec.com/business/support/all_products.jsp
When you open your product’s support page, look for the
Documentation link on the right side of the page.
■
Introducing Patch Management Solution for Windows
Where to get more information
Table 1-1
Documentation resources (continued)
Document
Description
Location
Help
Information about how
to use this product,
including detailed
technical information
and instructions for
performing common
tasks.
The Documentation Library, which is available in the Symantec
Management Console on the Help menu.
Context-sensitive help is available for most screens in the Symantec
Management Console.
You can open context-sensitive help in the following ways:
■
The F1 key when the page is active.
Help is available at the ■ The Context command, which is available in the Symantec
Management Console on the Help menu.
solution level and at the
suite level.
This information is
available in HTML help
format.
In addition to the product documentation, you can use the following resources to
learn about Symantec products.
Table 1-2
Symantec product information resources
Resource
Description
Location
SymWISE
Support
Knowledgebase
Articles, incidents, and
issues about Symantec
products.
http://www.symantec.com/business/theme.jsp?themeid=support-knowledgebase
Symantec
Connect
An online resource that http://www.symantec.com/connect/endpoint-management
contains forums, articles,
blogs, downloads, events,
videos, groups, and ideas
for users of Symantec
products.
15
16
Introducing Patch Management Solution for Windows
Where to get more information
Chapter
2
Implementing Patch
Management Solution for
Windows
This chapter includes the following topics:
■
Implementing Patch Management Solution for Windows
Implementing Patch Management Solution for
Windows
Patch Management Solution for Windows requires some components to be
configured or enabled before others can function correctly. When you complete
each task for the first time, you can also configure it for future automation.
Automation is a key feature of Patch Management Solution for Windows as it
reduces system administration workload and enhances overall security.
Table 2-1
Process for implementing Patch Management Solution for Windows
Step
Action
Description
Step 1
Install or upgrade the
solution.
Use Symantec Installation Manager to install the solution.
See “About installing Patch Management Solution” on page 22.
See “About upgrading Patch Management Solution for Windows”
on page 23.
18
Implementing Patch Management Solution for Windows
Implementing Patch Management Solution for Windows
Table 2-1
Process for implementing Patch Management Solution for Windows
(continued)
Step
Action
Description
Step 2
Install or upgrade the
Symantec Management
Agent.
Install or upgrade the Symantec Management Agent on every computer
to which you want to send patches.
For more information, see topics about installing or upgrading the
Symantec Management Agent in the Symantec Management Platform
Help.
See “Where to get more information” on page 14.
Step 3
Install or upgrade the
software update plug-in.
Install the plug-in that manages all of the Patch Management Solution
for Windows functionality on a client computer.
See “Installing the software update plug-in” on page 26.
See “Upgrading the software update plug-in” on page 26.
Step 4
Configure the Patch
Management Solution core
settings.
(Optional)
Configure the software update files storage location settings.
See “Configuring patch management Core Services settings”
on page 31.
Step 5
Configure the software
Configure when do you want to perform software update installation
updates installation settings. and computer restarts.
See “Configuring software updates installation settings” on page 33.
Step 6
Configure the system
assessment scan interval.
Configure when to run the system assessment scan, which inventories
managed computers for the software updates that they require.
See “Configuring the system assessment scan interval” on page 34.
Step 7
Download the Windows
software updates metadata.
Download the Windows software updates metadata and configure
metadata update schedule.
See “Downloading the Windows software updates catalog” on page 42.
Table 2-2
Process for installing software updates
Step
Action
Description
Step 1
Review and distribute
available software updates.
View which software bulletins you need to install, then download
updates and create software update policies.
See “Downloading software updates” on page 49.
See “Downloading and distributing software updates” on page 50.
Implementing Patch Management Solution for Windows
Implementing Patch Management Solution for Windows
Table 2-2
Process for installing software updates (continued)
Step
Action
Description
Step 2
Evaluate the results.
Evaluate the results by running the Software Update Delivery
Summary report and revisiting compliance reports.
See “Viewing the software update delivery summary report”
on page 51.
See “Viewing Patch Management Solution reports” on page 62.
19
20
Implementing Patch Management Solution for Windows
Implementing Patch Management Solution for Windows
Chapter
3
Installing Patch
Management Solution for
Windows
This chapter includes the following topics:
■
Prerequisites for Patch Management Solution
■
Platforms supported by Patch Management Solution for Windows
■
About installing Patch Management Solution
■
About upgrading Patch Management Solution for Windows
■
About uninstalling Patch Management Solution
■
About licensing Patch Management Solution
Prerequisites for Patch Management Solution
Patch Management Solution requires the following:
■
Symantec Management Platform 7.1 SP1
For details on Symantec Management Platform implementation, see the IT
Management Suite 7.1 Implementation Guide at the following URL:
http://www.symantec.com/docs/DOC3464
When you install or upgrade Patch Management Solution through the Symantec
Installation Manager, Symantec Management Platform is installed automatically.
See “About installing Patch Management Solution” on page 22.
22
Installing Patch Management Solution for Windows
Platforms supported by Patch Management Solution for Windows
Platforms supported by Patch Management Solution
for Windows
The Patch Management Solution for Windows component of Patch Management
Solution supports the following operating systems:
■
Windows XP SP2 and later, 32-bit and 64-bit
■
Windows Vista SP1 and later, 32-bit and 64-bit
■
Windows 7, including SP1, 32-bit, and 64-bit
■
Windows Server 2003 SP2 and later, 2003 R2 SP2 and later, 32-bit and 64-bit
■
Windows Server 2008 32-bit and 64-bit, 2008 Core, 2008 R2, 2008 R2 Core,
including SP1
■
Windows Hyper-V Server 2008
■
Windows XP Embedded SP3
For the Software Update Plug-in to work properly on Windows XP Embedded
SP3, the following software must be installed on the client computer:
■
Windows Installer Service
■
TCP/IP Networking with File Sharing and Client for MS Networks
■
TCP/IP Networking
■
Secondary Logon Component
This component is required to use the "Run with right as" setting on
Notification Server side.
■
Copy and Compare Tools
Some custom action updates require the xcopy.exe tool to be installed.
About installing Patch Management Solution
Starting from version 7.1, the Patch Management Solution installation includes
the following components:
■
Patch Management Solution for Windows
■
Patch Management Solution for Linux
■
Patch Management Solution for Mac
You install this product by using the Symantec Installation Manager. You can
download the installation files directly to your server or you can create offline
installation packages.
Installing Patch Management Solution for Windows
About upgrading Patch Management Solution for Windows
For details on Symantec Management Platform implementation, see the IT
Management Suite 7.1 Implementation Guide at the following URL:
http://www.symantec.com/docs/DOC3464
About upgrading Patch Management Solution for
Windows
You upgrade this product from 7.1 to 7.1 SP1 by using the Symantec Installation
Manager. You can download the installation files directly to your server or you
can create offline installation packages.
Software update packages, software update policies, and downloaded software
updates metadata from previous versions of Patch Management Solution for
Windows are not compatible with 7.1 SP1. After you upgrade to 7.1 SP1, you must
run the clean-up task that removes incompatible data. A link to the clean-up task
is available on the Import Patch Data for Windows page.
For general information about migrating Symantec Management Platform and
Patch Management Solution for Windows from 6.x and 7.0, see the following
documentation resources:
■
IT Management Suite Migration Guide version 6.x to 7.1 SP1 at:
http://www.symantec.com/docs/DOC3988
■
IT Management Suite Migration Guide version 7.0 to 7.1 SP1 at:
http://www.symantec.com/docs/DOC3989
After you migrate or upgrade the solution, you must upgrade the Symantec
Management Agent and the software update plug-in that are installed on the
managed computers.
For more information about upgrading the Symantec Management Agent, see
Symantec Management Platform Help.
See “Upgrading the software update plug-in” on page 26.
About uninstalling Patch Management Solution
Use the Symantec Installation Manager to uninstall this product.
About licensing Patch Management Solution
Each Symantec product comes with a seven-day trial license that is installed by
default. You can register and obtain a 30-day evaluation license through the
23
24
Installing Patch Management Solution for Windows
About licensing Patch Management Solution
Symantec Web site at http://www.symantec.com/business/products/activating/
or purchase a full product license.
Use the Symantec Installation Manager to install licenses.
Automatic upgrade protection (AUP) is required for continued use of Patch
Management Solution for Windows. Without current AUP, you cannot download
and use new Windows patch management metadata files. However, you can
continue to use the Windows patch management metadata files that were
downloaded before the expiration of AUP.
Chapter
4
Installing the Software
Update Plug-in
This chapter includes the following topics:
■
About the software update plug-in
■
Installing the software update plug-in
■
Upgrading the software update plug-in
■
Uninstalling the software update plug-in
■
Software update plug-in user interface
About the software update plug-in
The software update plug-in manages all of the Patch Management Solution for
Windows functionality on a client computer. When the system assessment scan
tool reports to Notification Server that a certain software update is required for
a managed computer, the update is then sent to the software update plug-in. The
software update plug-in ensures that the update is applicable and not already
installed, and then installs it.
After you install the software update plug-in on a managed computer, the Software
Updates tab appears in the Symantec Management Agent user interface. This tab
displays the status software updates for that computer. To open the Symantec
Management Agent user interface, click the Symantec Management Agent icon
in the system tray of the managed computer.
See “Software update plug-in user interface” on page 27.
See “Installing the software update plug-in” on page 26.
26
Installing the Software Update Plug-in
Installing the software update plug-in
Installing the software update plug-in
The software update plug-in manages all of the Patch Management Solution
functionality on a client computer.
See “About the software update plug-in” on page 25.
Note: If you have a large number of computers on which to install the software
update plug-in, consider deploying it during off-peak hours to minimize network
traffic. Deploying the software update plug-in can take some time, depending on
the number of managed computers and the Symantec Management Agent settings.
To install the software update plug-in
1
In the Symantec Management Console, on the Actions menu, click
Agents/Plug-ins > Rollout Agents/Plug-ins.
2
In the left pane, click Software > Patch Management > Software Update
Plug-in Install.
3
(Optional) In the right pane, make any wanted changes.
For help, press F1 or click Help > Context.
4
Turn on the policy.
5
Click Save changes.
Upgrading the software update plug-in
If you upgraded Patch Management Solution from a previous version, you must
also upgrade the Symantec Management Agent and the software update plug-ins
that are installed on the target computers.
For more information about upgrading the Symantec Management Agent, see
Symantec Management Platform Help.
See “About the software update plug-in” on page 25.
To upgrade the software update plug-in
1
In the Symantec Management Console, on the Actions menu, click
Agents/Plug-ins > Rollout Agents/Plug-ins.
2
In the left pane, click Software > Patch Management > Software Update
Plug-in Upgrade.
3
(Optional) In the right pane, make any wanted changes.
For help, press F1 or click Help > Context.
Installing the Software Update Plug-in
Uninstalling the software update plug-in
4
Turn on the policy.
5
Click Save changes.
Uninstalling the software update plug-in
You can uninstall the software update plug-in if there is an extended period of
time when you do not want to use the patch management features on a managed
computer and you want to eliminate any overhead that is caused by the plug-in.
See “About the software update plug-in” on page 25.
Ensure that the Software Update Plug-in Install policy is turned off before
uninstalling the software update plug-in.
See “Installing the software update plug-in” on page 26.
To uninstall the software update plug-in
1
In the Symantec Management Console, on the Actions menu, click
Agents/Plug-ins > Rollout Agents/Plug-ins.
2
In the left pane, click Software > Patch Management > Software Update
Plug-in Uninstall.
3
(Optional) In the right pane, make any wanted changes.
For help, press F1 or click Help > Context.
4
Turn on the policy.
5
Click Save changes.
Software update plug-in user interface
When the software update plug-in is installed on a managed computer, a Software
Updates tab appears in the Symantec Management Agent. From this tab, users
can view the software updates that are applicable to their computer. They can
view the status of all received software updates: those that have been scheduled
to be installed and those that have been recently installed.
See “About the software update plug-in” on page 25.
Table 4-1
Items in the software update plug-in user interface
Item
Description
Schedules
This pane lists all scheduled activities for the software update
plug-in.
27
28
Installing the Software Update Plug-in
Software update plug-in user interface
Table 4-1
Items in the software update plug-in user interface (continued)
Item
Description
Show Updates
By checking or unchecking boxes, you can choose to show or hide
software updates with the status listed next to each box.
For example, uncheck Not Currently Applicable to hide any
software updates not applicable to the managed computer.
Tasks
Click Start Software Update Cycle to manually start the installation
of software updates rather than wait for scheduled times.
This option is available only if Allow user to run is checked on the
Default Software Update Plug-in Policy page.
Softwareupdatesfor Displays the software updates that are applicable to this computer.
this computer
Icons in the Status
column
■
■
■
■
■
■
A red error icon indicates that the maximum application retries
for a failed software update have been exceeded.
A yellow warning icon indicates that the software update has
failed to be applied at least once, but has not exceeded the
maximum application retries. It is reapplied.
The green tick icon indicates that the Applicable rule is TRUE
and the IsInstalled rule indicates that the update was installed.
A clock icon indicates that the Applicable rule is true and the
IsInstalled rule is FALSE. The software update is scheduled for
installation.
An information icon indicates that the Applicable rule has
evaluated false. This means that the software update does not
apply to this computer. You can also configure the agent not to
display the software updates that do not apply by clearing the
Not Currently Applicable check box in the Show Updates pane.
A user icon indicates that a user installed the update.
A download icon indicates that the plug-in is downloading or
attempting to download a software update package.
■ A superseded icon indicates that the update was superseded by
a later update and will not be installed.
■
Installing the Software Update Plug-in
Software update plug-in user interface
Table 4-1
Items in the software update plug-in user interface (continued)
Item
Description
Text labels in the
Status column
■
■
■
■
■
■
■
■
■
Failed to Install – The maximum application retries for a failed
software update has been exceeded.
Installation Failed – Rescheduled – The software update has
failed to be applied at least once but has not exceeded the
maximum application retries. It will be reapplied.
Installed – The Applicable rule is TRUE and the IsInstalled rule
indicates that it is already installed. If the Last Applied date is
not empty, it means that the plug-in has installed the update.
Installed by User – The software update was applicable, but was
installed before the Software Update policy has arrived to the
computer.
Installation Scheduled – The Applicable rule is true and the
IsInstalled rule is FALSE. The software update is scheduled for
installation.
Not Applicable – The Applicable rule has evaluated false. This
means that the software update does not apply to this computer.
Pending – The Applicable and IsInstalled rules have not yet been
evaluated.
Download required – The rules have been evaluated and the
update package needs to be downloaded to the agent.
Retry – An attempt to download the package has failed and the
agent is trying to download the package again.
Bulletin Name
The name of the bulletin containing the software update.
Software Update
Name
The name of the individual software update.
Last Applied
The date and time of the last applied download. The last install time
is displayed only if the software update plug-in installs the software
update. If the software update is already installed (another source
installed the software update) when the software update plug-in
goes to install it the first time, this field displays “Never”.
Schedule
Time of schedule means that this software update has been
scheduled to be installed. Not scheduled means that this software
update has not been scheduled to be installed.
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30
Installing the Software Update Plug-in
Software update plug-in user interface
Chapter
5
Configuring Patch
Management Solution for
Windows
This chapter includes the following topics:
■
Configuring patch management Core Services settings
■
Creating and assigning custom severity levels
■
Configuring Windows remediation settings
■
Configuring software updates installation settings
■
Configuring the system assessment scan interval
■
Core Services page
■
Windows Patch Remediation Settings page
■
Default Software Update Plug-in Policy page
■
Run System Assessment Scan on Windows Computers task
Configuring patch management Core Services settings
On the Core Services page you can configure to which location the software
updates should be downloaded. You can also create custom severity levels that
you can later apply to software updates.
The settings that you configure on the Core Services page apply to Windows and
Linux components of Patch Management Solution.
32
Configuring Patch Management Solution for Windows
Creating and assigning custom severity levels
To configure patch management Core Services settings
1
In the Symantec Management Console, on the Settings menu, click All
Settings.
2
In the left pane, click Software > Patch Management > Core Services.
3
In the right pane, make any wanted changes.
See “Core Services page” on page 34.
4
Click Save Changes.
Creating and assigning custom severity levels
A software update deemed critical may not necessarily be critical in your
environment. You can create your own custom severity levels and assign them to
software bulletins.
You first create custom severity levels, and then assign them to bulletins. You
can alter custom severity levels. You cannot alter the vendor-specified severity
levels.
See “About software updates and software bulletins” on page 48.
To create a custom severity level
1
In the Symantec Management Console, on the Settings menu, click All
Settings.
2
In the left pane, click Software > Patch Management > Core Services.
3
In the right pane, click the Custom Severity tab.
4
In the Severity Level box, type the name that you want to give the custom
severity level. For example, "Install right away!"
5
Click Add.
6
Click Move Up or Move Down to position custom severity levels in the list.
7
Click Save Changes.
To assign a custom severity level to a software bulletin
1
In the Symantec Management Console, on the Actions menu, click Software
> Patch Remediation Center.
2
On the Patch Remediation Center page, in the software bulletin list,
right-click a software bulletin, and then click Custom Severity.
3
Click a severity level.
4
Click Refresh to view the new data in the Custom Severity column.
Configuring Patch Management Solution for Windows
Configuring Windows remediation settings
Configuring Windows remediation settings
You can set up how you want Windows software updates distributed. You can
configure package distribution and program settings.
You can add the software update languages that you use in your organization. By
default, only English is selected. Other languages are excluded to ensure that
unnecessary files are not downloaded.
See “About software updates and software bulletins” on page 48.
To configure Windows remediation settings
1
In the Symantec Management Console, on the Settings menu, click All
Settings.
2
In the left pane, click Software > Patch Management.
3
Click Windows Settings > Windows Patch Remediation Settings.
4
In the right pane, make any wanted changes, or leave the default values.
See “Windows Patch Remediation Settings page” on page 35.
5
Click Save changes.
Configuring software updates installation settings
The Default Software Update Plug-in Policy page lets you configure when the
software update plug-in can install software updates and restart the target
computer.
See “About the software update plug-in” on page 25.
To configure the software updates installation settings
1
In the Symantec Management Console, on the Settings menu, click All
Settings.
2
In the left pane, click Agents/Plug-ins > Software > Patch Management >
Windows > Default Software Update Plug-in Policy.
3
In the right pane, configure when and how you want to install updates, or
leave the default values.
See “Default Software Update Plug-in Policy page” on page 38.
4
Click Save changes.
33
34
Configuring Patch Management Solution for Windows
Configuring the system assessment scan interval
Configuring the system assessment scan interval
The system assessment scan lets you periodically inventory operating systems,
applications, and installed patches on managed computers with the software
update plug-in installed. System assessment information is then used to determine
which software updates the managed computer requires. Based on this information,
filters are automatically created to assist with the targeting of software update
policies.
You can configure how often you want to run the system assessment scan.
To configure the system assessment scan interval
1
In the Symantec Management Console, on the Settings menu, click All
Settings.
2
In the left pane, click Software > Patch Management > Windows System
Assessment Scan.
3
In the right pane, under Schedule, configure how often you want the software
update plug-in to perform the system assessment scan on the managed
computers and report it back to Notification Server.
4
If you want to report inventory only if it has changed, check Send Inventory
Results Only if Changed .
This option is checked by default.
5
Do not change the targeted filter from Windows Computers with Software
Update Plug-in Installed Target unless you have a specific reason to do so.
6
Click Save changes.
Core Services page
The Core Services page lets you configure to which location the software updates
should be downloaded. You can also create the custom severity levels that you
later apply to software updates.
The settings that are defined on this page apply to Windows and Linux components
of Patch Management Solution.
See “About software updates and software bulletins” on page 48.
See “Configuring patch management Core Services settings” on page 31.
See “Creating and assigning custom severity levels” on page 32.
Configuring Patch Management Solution for Windows
Windows Patch Remediation Settings page
Table 5-1
Options on the Core Services page
Option
Description
To Location
Specifies the location to which you want to download the
software update packages.
The default location is C:\Program Files\Altiris\Patch
Management\Packages\Updates.
If you change the location and you want to relocate existing
software update packages, use the Check Software Update
Package Integrity task.
See “Relocating or checking the integrity of software update
packages” on page 43.
Download from staging (Patch Management Solution for Windows only)
location
Specifies the location to download packages from if you want to
download them from a cache in a different location.
For this functionality to work, the file structure in that location
must be exactly the same as the folder structure under
C:\Program Files\Altiris\Patch Management\Packages\Updates.
Severity Level
Lets you create a custom severity level that you can then assign
to a bulletin.
Windows Patch Remediation Settings page
This page lets you set up how you want Windows software updates distributed.
The settings include package server settings, program execution options, and
language settings.
See “Configuring Windows remediation settings” on page 33.
Some of these settings are used as default values in the Distribute Software
Updates wizard.
All new Windows software updates that are downloaded have these package
settings and program settings by default. After you click Save changes, in a dialog
box that appears, you can choose to update existing software update policies and
packages. Note that updating existing packages can be time-consuming. If you do
not want to update existing packages at this time, you can click Save only.
See “Downloading and distributing software updates” on page 50.
See “Patch Remediation Center page” on page 52.
35
36
Configuring Patch Management Solution for Windows
Windows Patch Remediation Settings page
Table 5-2
Options on the Software Update Options tab of the Windows Patch
Remediation Settings page
Option
Description
Patch Filter Update Interval
Specifies when to update the target filters for all
software updates.
By default, the filter update is performed every 30
minutes.
The default Resource Target used
by the Software Update Policy
Wizard
Specifies the filter that is used by default when you
create a new software update policy using the
Distribute Software Updates wizard.
The default target is Windows Computers with
Software Update Plug-in Installed Target.
Table 5-3
Options on the Policy and Package Settings tab of the Windows
Patch Remediation Settings page
Option
Description
Delete packages after
Lets you specify when to delete the software update
packages that are no longer needed.
Default: one week.
Use multicast when the
Symantec Management
Agent's multicast option is
enabled
Lets you specify if you want to use multicast when
distributing software update packages.
Assign package to
Lets you select the package distribution method.
For more information on multicasting, see the Symantec
Management Platform Help.
For more information on assigning packages to package
servers, see the Symantec Management Platform Help.
Configuring Patch Management Solution for Windows
Windows Patch Remediation Settings page
Table 5-3
Options on the Policy and Package Settings tab of the Windows
Patch Remediation Settings page (continued)
Option
Description
Use alternate download
location on Package Server
Lets you specify a different location on a package server
to which to download packages.
This setting accepts the following values:
■
C:\myfolder\
■
\\myserver\myshare\
■
\\%computername%\myshare\
In this case, %computername% is a token that will be
substituted with a package server computer name.
The share must exist on the package server and be
accessible with the Agent Connectivity Credentials
(ACC). If these conditions are not met, the packages
will be marked as invalid.
If you are using Linux package servers in your
environment, the Windows path that you specify is
converted to UNIX paths automatically. You must use the
trailing slash for the conversion to work correctly.
For example, c:\path\ is converted to /path/ on Linux
package servers.
Use alternate download
location on clients
Table 5-4
Lets you specify a different location on the managed
computers to which to download packages.
Options on the Programs tab of the Windows Patch Remediation
Settings page
Option
Description
Terminate after
Lets you specify a time after which to terminate a running software
update program.
Default: four hours.
Run with rights
Lets you specify which account to use to run the program. If you select
Specified User, you must specify user domain information.
Program can run Lets you specify the conditions in which the program can run.
Agent Events
Sends relevant events from managed computers to Notification Server.
37
38
Configuring Patch Management Solution for Windows
Default Software Update Plug-in Policy page
Default Software Update Plug-in Policy page
This page lets you specify the settings (including install and restart options) that
the software update plug-in uses when you install software updates on managed
computers.
The default resource target for the policy is designed to find any agents that do
not have another software update plug-in configuration policy applied to them.
For this reason, the default resource target cannot be changed. If you want to
change the default resource target, you must clone the policy and alter the resource
target on the clone.
By default, the settings that you specify on this page apply to all Windows
computers that have the software update plug-in installed.
See “About the software update plug-in” on page 25.
See “Configuring software updates installation settings” on page 33.
Table 5-5
Options on the Installation Schedules tab of the Default Software
Update Plug-in Policy page
Option
Description
Schedule
Lets you configure the schedule for installing software updates
on the managed computer.
This schedule appears on the Software Updates tab of the
Symantec Management Agent on the target computer.
If maintenance windows are specified in Notification Server
configuration policies, this schedule is ignored unless you
check Override maintenance windows settings.
Reinstallation attempts
after task failure
Lets you set the number of times Patch Management Solution
for Windows should attempt to reinstall a software update if
the initial install attempt fails.
Default: three times.
Allow user to run
Lets a user initiate a software update installation from the
Symantec Management Agent by clicking Start Software
Update Cycle in the Symantec Management Agent user
interface.
Allow restart after
installation
Lets you specify when to restart the managed computer after
software updates are installed.
Never
Lets you specify to never automatically restart the managed
computer after software updates are installed.
Configuring Patch Management Solution for Windows
Default Software Update Plug-in Policy page
Table 5-5
Options on the Installation Schedules tab of the Default Software
Update Plug-in Policy page (continued)
Option
Description
Scheduled
Lets you specify to restart the computer on a specific schedule.
For example, use this option to create an after hours restart
schedule if you do not want to affect user productivity with
repeated restarts during work hours.
Symantec recommends that you do not set your restart
schedule too soon after the software update installation
schedule.
This schedule appears on the Software Updates tab of the
Symantec Management Agent on the target computer.
At end of software update Lets you specify to restart the managed computer after all
cycle
updates in a single update cycle have been installed.
Override maintenance
windows settings
When maintenance windows are set up, the schedule is ignored
and software updates are installed as soon as the first available
maintenance window opens.
Check this option to override this behavior and use the install
and the restart options that you specified in this policy.
Uncheck to abide by the maintenance windows. Software
Update Plug-in tries to restart the computer as defined in the
Restart Defaults. If the maintenance window is closed at the
scheduled time, the restart is postponed until the next window.
Table 5-6
Options on the Notification tab of the Default Software Update
Plug-in Policy page
Options
Description
Notify user
Lets you choose to send a message to the users of the computer
on which a patch management task is about to run. Specify for
how long the message should be displayed before a task is run.
You can type a custom message: for example, “Software updates
will install on your computer in 10 minutes. Please ensure that
all work is saved”.
When the message appears, the user can choose to install the
updates immediately or close the dialog box.
Show progress message
Lets you choose to show users a dialog box indicating the
progress of software update installations.
39
40
Configuring Patch Management Solution for Windows
Run System Assessment Scan on Windows Computers task
Table 5-6
Options on the Notification tab of the Default Software Update
Plug-in Policy page (continued)
Options
Description
Show pending message
Lets you choose to warn users of a pending restart. The time
you select represents how soon before the pending restart the
user is warned.
The user can choose to restart immediately.
Show reminder message Lets you choose to notify a user that a restart is required. You
can specify a schedule on which to display the notification.
The user can choose to restart later, or restart immediately.
If the user does not manually restart, the restart occurs
according to your settings on the Installation Schedules tab.
Allow user to defer
Lets you choose to warn a user of a pending restart. Specify for
how long the user can defer the restart.
The user can choose to restart immediately, or defer the restart.
Run System Assessment Scan on Windows Computers
task
This task lets you run a system assessment scan on the target computers outside
of the normal system assessment schedule that is defined on the System
Assessment Scan Settings page.
See “Configuring the system assessment scan interval” on page 34.
Chapter
6
Configuring Patch
Management server tasks
This chapter includes the following topics:
■
About Patch Management Solution server tasks
■
Downloading the Windows software updates catalog
■
Relocating or checking the integrity of software update packages
■
Import Patch Data for Windows page
About Patch Management Solution server tasks
You must configure server tasks (previously known as background actions) to run
automatically at regular intervals. Automated server tasks ensure that you have
the latest, most accurate data, and your software update tasks are kept up-to-date.
To configure a task to run automatically, set a schedule for it.
For example, the Import Patch Data for Windows task downloads Windows
software updates metadata and imports all software management resources from
these files into the CMDB. Other server tasks ensure data integrity or assist in
automating software update distribution processes.
You must run the Import Patch Data for Windows task before you can download
or distribute any software updates.
See “Implementing Patch Management Solution for Windows” on page 17.
See “Downloading the Windows software updates catalog” on page 42.
42
Configuring Patch Management server tasks
Downloading the Windows software updates catalog
Downloading the Windows software updates catalog
You must download the Windows software updates catalog (patch management
metadata, or patch management import files) before you can download software
updates or create software update policies.
See “Implementing Patch Management Solution for Windows” on page 17.
Note: If the Altiris Log Viewer is open, close it before you perform this task. By
closing the viewer, you can improve the task’s performance by as much as 50
percent.
You may want to create a schedule for this task as well. This procedure ensures
that you have the latest, most accurate data, and your software update tasks are
kept up-to-date. Symantec recommends that you configure this task to run daily.
To download the Windows software updates catalog immediately
1
In the Symantec Management Console, on the Manage menu, click Jobs and
Tasks.
2
In the left pane, expand Jobs and Tasks > System Jobs and Tasks > Software
> Patch Management > Import Patch Data for Windows.
3
In the right pane, click Update.
4
When the available products list import is complete, under Vendors and
Software, check the software for which you want to download the patch
management metadata.
5
(Optional) Make any other wanted changes.
See “Import Patch Data for Windows page” on page 43.
6
Click Save changes.
7
Under Task Status, click New Schedule.
8
In the New Schedule dialog box, click Now, and then click Schedule.
To configure a schedule for downloading the software updates catalog
1
On the Import Patch Data for Windows page, under Task Status, click New
Schedule.
2
In the New Schedule dialog box, click Schedule, and then configure a schedule
on which to run this task.
Symantec recommends that you configure this task to run daily.
3
Click Schedule.
Configuring Patch Management server tasks
Relocating or checking the integrity of software update packages
Relocating or checking the integrity of software
update packages
When you change package or program settings in the Patch Remediation Settings
policies, you can choose to run the Check Software Update Package Integrity
task. This task checks that all software update packages have the correct new
settings and values.
See “Configuring Windows remediation settings” on page 33.
You can also run this task manually to verify that software update packages in
software update tasks have the correct global server settings applied.
The task also relocates the software update packages in case you changed the
default software update package location on the Core Services page.
See “Configuring patch management Core Services settings” on page 31.
To relocate or check the integrity of software update packages
1
In the Symantec Management Console, on the Manage menu, click Jobs and
Tasks.
2
In the left pane, expand System Jobs and Tasks > Software > Patch
Management, and then click Check Software Update Package Integrity.
3
If you want to delete the downloaded updates that are not part of any software
update policy or belong to a superseded bulletin, check Delete the updates
that are no longer in use from the file system.
4
If you changed the Software Update Package Location value on the Core
Services page and want to relocate downloaded updates, check Relocate
existing packages if default Software Update package location on Core
Services page has changed.
See “Configuring patch management Core Services settings” on page 31.
5
Under Task Status, click New Schedule and specify a schedule on which to
run the task.
Import Patch Data for Windows page
This background action downloads the software update catalog files and imports
all software management resources from these files into the CMDB. These
resources are necessary for populating the Patch Remediation Center and
updating patches to managed computers. When you download the software update
catalog files, you automatically import all software management resources.
43
44
Configuring Patch Management server tasks
Import Patch Data for Windows page
This task downloads the information about the updates that are available for
download. It does not download the actual software update files.
See “Downloading the Windows software updates catalog” on page 42.
Table 6-1
Options on the Import Patch Data for Windows page
Option
Description
Incremental import
Ensures that only updated files are downloaded, thus
avoiding unnecessary downloads.
Delete previously downloaded Deletes the data that is associated with excluded
data for vendors, software and software releases. By default, this option is unchecked
languages that are now excluded so that this data is not deleted on the next patch
metadata import. If you leave this option unchecked,
you can perform partial metadata refresh and save time
and bandwidth.
Default Location
Lets you choose to use the default location for
downloading the patch management metadata files.
Alternative Location
Lets you specify a custom location from which to
download the patch management metadata files.
Automatically revise Software Updates existing software update policies with the latest
Update policies after importing Windows patch management metadata automatically.
patch data
Each download of the patch management metadata files
may contain data and fixes for the software bulletins
that were published earlier. By checking this option,
you can use the new data to resolve any known issues
with existing software bulletins.
Enable distribution of newly
added software updates
Enables the distribution of the software updates that
were added to existing software bulletins by the
software vendor.
If you check this option, the software updates that are
added to existing software update policies will be
enabled for distribution.
If you do not check this option, the software updates
will be added to the policy, but not enabled.
Disable all superseded Software Disables the rollout of any software update tasks
Updates
containing superseded software updates.
Configuring Patch Management server tasks
Import Patch Data for Windows page
Table 6-1
Options on the Import Patch Data for Windows page (continued)
Option
Description
Vendors and Software
Lets you choose the software for which you want to
import the software updates metadata.
When you run this task for the first time, you must click
Update to download the list of available vendors,
software, and languages for which you can download
software updates.
45
46
Configuring Patch Management server tasks
Import Patch Data for Windows page
Chapter
Downloading and
distributing software
updates and software
bulletins
This chapter includes the following topics:
■
About software updates and software bulletins
■
About downloading and distributing software updates
■
Downloading software updates
■
Downloading and distributing software updates
■
Viewing the software update delivery summary report
■
About software update policies and maintenance windows
■
Patch Remediation Center page
■
Distribute Software Updates wizard pages
■
Update download and policy creation status dialog
■
Distribute Software Updates task
■
Download Software Update Package task
7
48
Downloading and distributing software updates and software bulletins
About software updates and software bulletins
About software updates and software bulletins
A software update or patch is any update or hot fix that is used to improve or fix
a software product. A software bulletin is a bundle of software updates that are
released together.
Patch Management Solution for Windows uses targeted deployments. Updates
are not deployed to a computer unless that computer specifically needs that
software update. If a managed computer meets the prerequisites of a software
update, it falls into a targeted filter. The prerequisites are matched against the
data that is sent to Notification Server by the software update plug-in: for example,
the Internet Explorer and operating system versions. Software updates are then
installed according to the software vendor specifications. For example, if the
update requires a restart, then the computer is restarted after the update is
installed. Service Packs are installed before other software updates.
When a software update has been superseded and rendered obsolete by another
update or updates, the later update is installed.
The software vendor assigns severity levels to software updates, but you can also
create a custom severity level.
See “Creating and assigning custom severity levels” on page 32.
Warning: You must ensure that each software update works correctly in your
environment before deploying it. Symantec recommends that you first distribute
any required software update in a test environment before deploying it to your
production environment.
About downloading and distributing software updates
You can stage software bulletins and download software update packages on the
Patch Remediation Center page, where all available software updates are listed.
You can also do this from any Patch Management Solution report.
When you stage a software bulletin, all associated updates are downloaded to the
Notification Server computer.
When the number in the Updates column equals the number in the Downloaded
column, all updates for the software bulletin have been downloaded. Also, the
value in the Staged column changes to True.
You can choose to download the software update packages and distribute them
at a later time. You also have an option to download and then, once the download
has finished, distribute the software update to managed computers.
Downloading and distributing software updates and software bulletins
Downloading software updates
See “Downloading software updates” on page 49.
See “Downloading and distributing software updates” on page 50.
Sometimes not all software updates can be downloaded for a software bulletin.
For example, Microsoft may stop hosting the bulletin or relocate it. You cannot
create a software update policy unless all updates for a particular software bulletin
or update have been downloaded.
When distributing updates, you should consider possible effects on your network
environment. Symantec recommends that you distribute new updates to a test
environment first.
Downloading software updates
You can download a software bulletin and its associated updates to the Notification
Server computer.
See “About downloading and distributing software updates” on page 48.
You can download all software bulletins. However, Symantec recommends that
you download only the bulletins that the target computers require. On the Patch
Remediation Center page, in the compliance reports, you can view how many
computers require an update.
After the updates are downloaded, you can create a software update policy to
distribute the updates to managed computers.
See “Downloading and distributing software updates” on page 50.
When you choose to download a software bulletin, a task is created that downloads
the associated software updates. You can view the status of this task to
troubleshoot the download of software updates.
To download software updates
1
In the Symantec Management Console, on the Actions menu, click Software
> Patch Remediation Center.
2
In the right pane, in the Show drop-down box, click Windows Compliance
by Bulletin, and then click the Refresh symbol.
These reports let you see which updates the target computers require.
49
50
Downloading and distributing software updates and software bulletins
Downloading and distributing software updates
3
Click the bulletins that you want to download.
For example, click the bulletins that have a high number in the Not Installed
column. You can select multiple items while holding down the Shift or Control
key.
4
Right-click the selected bulletins, and then click Download Packages.
You can close the status dialog box; the download continues in the background.
To view the status of a software updates download
1
In the Symantec Management Console, on the Manage menu, click Jobs and
Tasks.
2
In the left pane, click System Jobs and Tasks > Software > Patch Management
> Download Software Update Package.
3
In the right pane, view the status of download tasks.
Downloading and distributing software updates
To deliver and install the software updates to the appropriate computers, you
must create software update policies.
The Distribute Software Updates wizard lets you create software update policies.
If the associated software updates are not yet downloaded, Patch Management
Solution creates a download task. When download is completed, the software
update policy is distributed to the target computers.
If you want to install a Service Pack, Symantec recommends that you create a
software update policy for this service pack only, without any other bulletins
included in it. Also, in the wizard, check the Allow immediate restart if required
box.
The policies that you create are stored in the Manage > Policies > Software >
Patch Management > Software Update Policies folder. You can view the details
of the policy and change settings if necessary.
You can view the software update policies distribution results in reports.
See “Viewing the software update delivery summary report” on page 51.
To distribute software updates
1
In the Symantec Management Console, on the Actions menu, click Software
> Patch Remediation Center.
2
In the right pane, in the Show drop-down box, click Windows Compliance
by Bulletin, and then click the Refresh symbol.
These reports let you see which updates the target computers require.
Downloading and distributing software updates and software bulletins
Viewing the software update delivery summary report
3
Click the bulletins that you want to distribute.
For example, click the bulletins that have a high number in the Not Installed
column. You can select multiple items while holding down the Shift or Control
key.
4
Right-click the selected bulletins, and then click Distribute Packages.
5
(Optional) Configure the settings as needed.
See “Distribute Software Updates wizard pages” on page 55.
6
Click Next.
7
(Optional) On the second page of the wizard, check the updates that you want
to distribute.
8
If you want to activate the new software update policy, turn on the policy. To
turn on the policy, click the colored circle and then click On.
You can also turn on the policy later.
9
Click Distribute software updates.
Viewing the software update delivery summary report
The Windows Software Update Delivery - Details report summarizes the results
of all scheduled Microsoft software update policies. It shows you which computers
the software update tasks target, and if the updates have been successfully
installed. The report also shows you if any software update tasks failed, or if they
have not yet completed.
Patch Management Solution for Windows also provides other reports that you
can view.
See “About Patch Management Solution reports” on page 59.
To view the software update delivery summary report
1
In the Symantec Management Console, on the Reports menu, click All
Reports.
2
In the left pane, expand Software > Patch Management > Remediation Status,
and then click Windows Software Update Delivery - Details.
3
In the right pane, leave the default settings, and then click Refresh.
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Downloading and distributing software updates and software bulletins
About software update policies and maintenance windows
About software update policies and maintenance
windows
Maintenance windows are time periods in which installation of software updates
and other maintenance tasks are performed. To ensure that software update
policies abide by maintenance windows, leave the Override Maintenance Window
Settings check box unchecked on the first page of the Distribute Software Updates
wizard.
If maintenance windows are defined, software updates are installed as soon as
the first available maintenance window opens. The software update installation
schedule is ignored.
If you check the box, the software update plug-in ignores maintenance windows
and installs the updates as instructed by the software update policy.
See “Distribute Software Updates wizard pages” on page 55.
Installing a software update may take longer than a specified maintenance window.
In this case, the installation of the updates completes, but any required restarts
are deferred until the next maintenance window.
Patch Remediation Center page
This page lets you view, download, and distribute the software updates that the
software update metadata files provide.
See “About downloading and distributing software updates” on page 48.
See “About software updates and software bulletins” on page 48.
Table 7-1
Items on the Patch Remediation Center page
Item
Description
Bulletin
The bulletin's number, as supplied by the vendor.
Severity
The bulletin's vendor-specified severity level.
Custom Severity The bulletin's user-defined severity level.
Staged
The download status of the software updates for this bulletin. If all
updates have been downloaded, the result is True. Otherwise it is False.
Policies
The number of software update policies that have been created from
the bulletin.
Updates
The number of software updates that are included in the bulletin.
Downloading and distributing software updates and software bulletins
Patch Remediation Center page
Table 7-1
Items on the Patch Remediation Center page (continued)
Item
Description
Downloaded
The number of software updates currently downloaded.
Released
The date the bulletin was released.
Revised
The date the bulletin was revised.
Description
A description of the vulnerabilities that the software bulletin addresses.
Table 7-2
Right-click actions in the All Software Bulletins report
Item
Description
Resource Manager
Opens the Resource Manager for the selected bulletin.
For more information, see the Symantec Management
Platform Help.
Export
Lets you export the bulletin information to an XML file.
Properties
Displays the item's properties and audit information.
CMDB Functions
This option is displayed when Altiris CMDB Solution is
installed.
For more information, see the CMDB Solution Help.
Custom Severity
Lets you assign a custom severity level.
See “Creating and assigning custom severity levels”
on page 32.
Add To Filter
This option is displayed when Altiris CMDB Solution is
installed.
For more information, see the CMDB Solution Help.
Add to organizational group Lets you add a resource to an organizational group.
Disable
Lets you disable the distribution of the bulletin. If the
bulletin is already included in a software update policy, it
will not be installed.
To enable the bulletin, use the Download Packages or
Recreate Packages commands.
Distribute Packages
Launches the Distribute Software Updates wizard.
See “Downloading and distributing software updates”
on page 50.
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Downloading and distributing software updates and software bulletins
Patch Remediation Center page
Table 7-2
Right-click actions in the All Software Bulletins report (continued)
Item
Description
Download Packages
Initiates the download of software update packages.
See “Downloading software updates” on page 49.
This option is not available if the packages are already
downloaded.
Recreate Packages
Lets you check the integrity of downloaded packages and
re-download if necessary.
This option is not available if the packages are not yet
downloaded.
View Policies
Lets you view the software update policies that contain this
particular bulletin.
This option is available only if a policy has been created for
this bulletin.
View Targeted Computers
Displays the computers that the software update policy
containing this bulletin is targeting.
You must create a software update policy before you can
view targeted computers. The bulletin must not be disabled.
List Software Updates
Table 7-3
Displays the list of software updates that are included into
the software bulletin.
Right-click actions in the Windows Compliance by Bulletin report
Item
Description
View Software Bulletin Information Displays the software bulletin information such as
description, release date, applicable operating
systems, and so on.
ViewTargetedComputersbyBulletin Displays the computers that the software update
policy containing this bulletin is targeting.
You must create a software update policy before
you can view targeted computers. The bulletin must
not be disabled.
View Applicable Computers by
Bulletin
Displays the computers to which the selected
bulletin applies.
ViewInstalledComputersbyBulletin Displays the computers on which the selected
bulletin is installed.
Downloading and distributing software updates and software bulletins
Distribute Software Updates wizard pages
Table 7-3
Right-click actions in the Windows Compliance by Bulletin report
(continued)
Item
Description
View Not Installed Computers by
Bulletin
Displays the computers that do not have the
selected bulletin installed.
Distribute Software Updates wizard pages
The Distribute Software Updates wizard creates the software update policies
that distribute software updates to managed computers. A software update policy
that is created from a software bulletin includes every software update that is in
the bulletin. If needed, a download task is created that downloads software update
packages from the vendor.
See “Downloading and distributing software updates” on page 50.
Table 7-4
Options on the first page of the Distribute Software Updates wizard
Option
Description
Name
The name of the software update policy that you want
to create.
This field is populated automatically with the bulletin
names.
Description
The description of the software update policy that you
want to create.
This field is populated with the vendor description of
the selected bulletins.
Software Bulletins
The names of the bulletins for which you have chosen
to make policies.
You can click a software bulletin to open the Resource
Manager to view detailed information on the software
bulletin. You cannot edit the software bulletins through
the Distribute Software Updates wizard.
Software Updates
The names of each software update that is included in
the bulletin.
Use Multicast when the
Enables multicast features.
Symantec Management Agent’s
For more information, see the Symantec Management
multicast option is enabled
Platform Help.
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Downloading and distributing software updates and software bulletins
Distribute Software Updates wizard pages
Table 7-4
Options on the first page of the Distribute Software Updates wizard
(continued)
Option
Description
Allow immediate restart if
required
Restarts the target computer automatically after
installing an update that requires a restart.
Run (other than agent default)
Runs the software updates installation at a different
time than the time that is specified in the software
update plug-in settings.
See “Configuring software updates installation settings”
on page 33.
As soon as possible
Runs the software updates installation as soon as the
software update policy arrives at the target computer.
Power on computer (Wake on
LAN)
Attempts to turn on the computer before installing
software updates.
On schedule
Runs the software updates installation on a schedule.
OverrideMaintenanceWindows Overrides the specified maintenance windows settings.
settings
See “About software update policies and maintenance
windows” on page 52.
Apply to computers
Lets you specify the target collection or collections to
which the software update policy applies.
If you use the Distribute Software Updates wizard, the
correct resource target for the selected software bulletin
is automatically applied.
Table 7-5
Options on second page of the Distribute Software Updates wizard
Options
Description
On/Off
Lets you enable or disable the software update policy for the
software bulletin and included software updates.
Click On if you want the policy to become active after you
complete the wizard.
You can also turn on the policy later. The policies that you create
are located at Manage > Policies > Software > Patch
Management > Software Update Policies.
Downloading and distributing software updates and software bulletins
Update download and policy creation status dialog
Table 7-5
Options on second page of the Distribute Software Updates wizard
(continued)
Options
Description
Immediately replicate
that policy down the
hierarchy
This option is available only on the parent Notification Server
computer in a hierarchy.
Lets you replicate the software update policy immediately down
the hierarchy bypassing the default replication schedules.
Use this option to replicate an emergency software update. Note
that software update installation is not performed immediately
after you create and replicate a software update policy. Software
update installation time depends on the software update policy,
solution, and the Symantec Management Agent settings.
Software Bulletin
Displays the name of the software bulletin.
Update Name
Displays the name of each software update executable.
If you enable this advertisement, all of the executables are
enabled. Click the hyperlink to open the Resource Manager
page for the software update.
The language and culture of the software update is displayed in
the section's title bar.
Package
This option is available only if software update packages for this
bulletin are downloaded.
Displays the name of the software update package.
Command Line
This option is available only if software update packages for this
bulletin are downloaded.
Displays the name of the command line that is used to install
this package.
Update download and policy creation status dialog
This dialog box displays the package download or software update policy creation
status.
You can close this dialog box. The action will continue to run in background.
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Downloading and distributing software updates and software bulletins
Distribute Software Updates task
Distribute Software Updates task
Patch Management Solution uses this task to distribute software updates. This
task uses the Symantec Management Agent's built-in software management
framework functionality to distribute and install updates.
See “About downloading and distributing software updates” on page 48.
This task is read-only.
Download Software Update Package task
Patch Management Solution uses this task to download software updates from
the vendor to a local repository.
See “About downloading and distributing software updates” on page 48.
This task is read-only.
Chapter
8
Using Patch Management
reports
This chapter includes the following topics:
■
About Patch Management Solution reports
■
About compliance reports
■
About diagnostics reports
■
About remediation status reports
■
About software bulletins reports
■
About the Windows compliance dashboard
■
Viewing Patch Management Solution reports
About Patch Management Solution reports
You can view and manage your patch management data through reports. Reports
give you the information that is specific to Patch Management Solution. For
example, you can use compliance reports to determine how many urgent software
updates your managed computers require.
See “About compliance reports” on page 60.
Reports let you view information in various ways. You can see your information
in tables or graphically in charts. You can also drill down on specific items in a
report to obtain additional information.
You can download or distribute software updates directly from reports by
right-clicking the update name in the report.
60
Using Patch Management reports
About compliance reports
Patch Management Solution provides the following reports:
■
Compliance reports
See “About compliance reports” on page 60.
■
Diagnostic reports
See “About diagnostics reports” on page 61.
■
Remediation status reports
See “About remediation status reports” on page 61.
■
Software bulletin reports
See “About software bulletins reports” on page 61.
See “Viewing Patch Management Solution reports” on page 62.
Patch Management Solution also has a patch management portal page that is
comprised of a number of Web parts displaying results from commonly used
reports.
See “About the Windows compliance dashboard” on page 61.
About compliance reports
Compliance reports let you quickly determine which software updates your
managed computers require. Compliance reports are used to determine if
computers are up-to-date with the latest software updates. These reports are also
used to check if a particular software bulletin or update is installed on your
managed computers. This capability is useful if a specific security issue affects
your network environment and a certain update addresses the problem.
You can start distributing software updates directly from report results. For
example, if you want to quickly distribute all critical updates, sort the report
results by Severity. Then, right-click all critical updates and click Download
Packages or Distribute Packages.
See “About downloading and distributing software updates” on page 48.
You can find the compliance reports in the Symantec Management Console under
Reports > All Reports > Software > Patch Management > Compliance.
Compliance reports are also featured on the Patch Management Solution
compliance dashboard for easy access.
See “About the Windows compliance dashboard” on page 61.
See “About Patch Management Solution reports” on page 59.
Using Patch Management reports
About diagnostics reports
About diagnostics reports
The diagnostics reports display vulnerability summary and software update
plug-in installation information.
You can find the diagnostics reports in the Symantec Management Console under
Reports > All Reports > Software > Patch Management > Diagnostics.
See “About Patch Management Solution reports” on page 59.
About remediation status reports
The remediation status reports summarize and detail software update associations
and activities.
You can find the remediation status reports in the Symantec Management Console
under Reports > All Reports > Software > Patch Management > Remediation
Status.
See “About Patch Management Solution reports” on page 59.
About software bulletins reports
The software bulletins reports summarize and detail software bulletins activity
and status.
You can find the software bulletins reports in the Symantec Management Console
under Reports > All Reports > Software > Patch Management > Software
Bulletins.
See “About Patch Management Solution reports” on page 59.
About the Windows compliance dashboard
The WindowsCompliance page provides patch management summary information
at a glance. The page is comprised of a number of Web parts displaying results
from commonly used reports.
See “About Patch Management Solution reports” on page 59.
You cannot customize this portal page directly. If you want, you can add patch
management Web parts to other configurable portal pages. For example, the My
Portal page.
You can access the portal page by clicking Home > Patch Management, and then,
in the left pane, under Windows, click Compliance Dashboard.
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Using Patch Management reports
Viewing Patch Management Solution reports
Table 8-1
Web parts on the Windows Compliance page
Web part
Description
Patch Management License Status Reports on the amount of Patch Management
Solution licenses in use, their status, and expiration
date.
Windows Patch Configuration
Summary
Provides an overall configuration summary, which
includes computers with the software update plug-in,
computers not reporting vulnerability analysis,
Windows patch management metadata versions, and
so on.
Windows Missing Updates
Reports on the number of Windows updates that can
be installed.
WindowsSoftwareUpdateDelivery Reports on the number of software updates
by Execution
installations that were executed in the past 30 days
and how many succeeded or did not complete.
Windows Software Bulletin
Summary
Reports on the number of software bulletins
available, staged, tasks created, and new bulletins
in the last 30 days.
Viewing Patch Management Solution reports
Patch Management Solution for Windows provides reports that let you view
detailed information about the updates.
See “About Patch Management Solution reports” on page 59.
To view Patch Management reports
1
In the Symantec Management Console, on the Reports menu, click All
Reports.
2
In the left pane, expand Software > Patch Management.
3
Click the report that you want to view.
For example, click Compliance > Windows Compliance by Bulletin.
Using Patch Management reports
Viewing Patch Management Solution reports
4
In the right pane, leave the default settings, and click Refresh.
5
If you want to view more information about an update, right-click any update,
and click Resource Manager.
Each type of compliance report opens a different Resource Manager,
depending on the type of results. For example, the Windows Compliance by
Computer report opens a computer-type Resource Manager. When you open
a Resource Manager for a software update, you can click Summaries >
Software Bulletin Details, and under Additional Information you can find
a hyperlink to the Microsoft Technet article on the bulletin.
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Using Patch Management reports
Viewing Patch Management Solution reports
Chapter
9
Replicating Patch
Management data in
hierarchy
This chapter includes the following topics:
■
About replicating Patch Management Solution for Windows data
■
About the Patch Management Language Alerting rule
■
Replicating patch management language alerts
■
About software update catalog replication
■
Replicating the software updates catalog
■
About software update policy replication
■
Replicating a software update policy manually
About replicating Patch Management Solution for
Windows data
Downloading software update catalog files (patch management metadata, or patch
management import files) to multiple Notification Server computers can consume
considerable network resources and time. Notification Server hierarchy features
remove the need to download patch management metadata files individually. You
can download the files once to a single parent Notification Server. Then you can
use Patch Management Solution replication rules to send the relevant data to any
number of child Notification Server computers. The replicated data on the child
Notification Server computers is identical to the data on the parent.
66
Replicating Patch Management data in hierarchy
About the Patch Management Language Alerting rule
Patch Management Solution supports only two-level hierarchy. A child Notification
Server computer cannot be a parent to another child.
See “About hierarchy and data replication direction” on page 71.
Before you can replicate data, you must run the Patch Management Language
Alerting rule.
See “About the Patch Management Language Alerting rule” on page 66.
See “Replicating patch management language alerts” on page 66.
See “About software update catalog replication” on page 67.
See “Replicating the software updates catalog” on page 67.
See “About software update policy replication” on page 68.
See “Replicating a software update policy manually” on page 68.
About the Patch Management Language Alerting rule
Different Notification Server computers within a hierarchy may manage different
patch management language resources. The Patch Management Language
Alerting replication rule ensures that child Notification Server computers only
receive data and software update policies for their managed languages. This rule
replicates information about the managed languages of the child Notification
Server computer up to the parent. You must run this rule on a child before any
attempt is made to replicate patch management data or software update policies.
A parent Notification Server computer must manage all of the languages that its
children require.
The rule is preconfigured to run daily at 20:00.
See “Replicating patch management language alerts” on page 66.
Replicating patch management language alerts
You must run the Patch Management Language Alerting rule on a child before
any attempt is made to replicate the software update catalog or software update
policies.
See “About the Patch Management Language Alerting rule” on page 66.
To replicate patch management language alerts on a schedule
1
On the child Notification Server computer, in the Symantec Management
Console, on the Settings menu, click Notification Server > Hierarchy.
2
In the left pane, click Hierarchy > Hierarchy Management.
Replicating Patch Management data in hierarchy
About software update catalog replication
3
In the right pane, click the Replication tab.
4
Expand the Resources section.
5
Click Patch Management Language Alerting.
6
Click the Edit symbol.
7
Set a schedule to run before running other patch management replication
functions.
About software update catalog replication
Downloading Windows patch management software update catalog files to multiple
Notification Server computers can consume considerable network resources.
Notification Server hierarchy features remove the need to download patch
management software update catalog files individually. You can download the
files once to a single parent Notification Server computer. Then you can use the
Patch Management Import Data Replication for Windows rule to send the
relevant data to any number of child Notification Server computers. The replicated
data on the child Notification Server computers is identical to the data on the
parent, depending on managed languages.
The rules are preconfigured to run daily at 23:00.
See “Replicating the software updates catalog” on page 67.
Replicating the software updates catalog
After downloading Windows software updates catalog files and importing data
to the parent Notification Server computer, you can replicate the data to any
number of child Notification Server computers.
See “About software update catalog replication” on page 67.
Warning: You must configure the Patch Management Language Alerting rule to
run on the child Notification Server computer before the software catalog data
replication.
See “About the Patch Management Language Alerting rule” on page 66.
To replicate the software updates catalog on a schedule
1
On the parent Notification Server computer, in the Symantec Management
Console, on the Settings menu, click Notification Server > Hierarchy.
2
In the left pane, select Hierarchy > Hierarchy Management.
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Replicating Patch Management data in hierarchy
About software update policy replication
3
In the right pane, click the Replication tab.
4
Expand the Resources section.
5
Click Patch Management Import Data Replication for Windows.
6
Click the Edit symbol.
7
Under Replicate, select Differential if you want to only replicate changed or
new data. Select Complete to send all Windows patch management software
update catalog files to child Notification Server computers each time the task
runs.
8
Under Schedule, set the schedule a few hours after the Patch Management
Language Alerting rule schedule.
9
Under Data Verification, specify a percentage of data to be verified during
each replication, and check Verify data integrity if you want.
10 Turn on the rule.
11 Click Save changes.
About software update policy replication
Software update policies distribute software updates to the target computers.
See “Downloading and distributing software updates” on page 50.
In Patch Management Solution 7.1 and later, the software update policies are
always replicated to child Notification Server computers. Replication occurs on
the default Notification Server replication schedule.
You can also replicate a software update policy manually.
See “Replicating a software update policy manually” on page 68.
Another option is to replicate a policy immediately after you create it. To do this,
check the Immediately replicate that policy down the hierarchy option in the
Distribute Software Updates wizard.
See “Downloading and distributing software updates” on page 50.
Replicating software update policies does not replicate the actual software update
files. Child Notification Server computers download the needed software update
files from the vendor.
Replicating a software update policy manually
You can save time and resources by replicating existing software update policies
to child Notification Server computers.
Replicating Patch Management data in hierarchy
Replicating a software update policy manually
See “About software update policy replication” on page 68.
All software update policies are replicated to child Notification Server computers
on the default replication schedule. If you want, you can also manually replicate
a policy immediately.
You can replicate a single policy or a collection of policies. If you want to manually
replicate a collection of policies, you must create a new folder and move policies
under this folder. Then you can right-click the folder and launch replication.
Warning: Before you replicate software update policies, ensure that the Patch
Management Language Alerting rule and the Patch Management Import Data
Replication rule have run.
See “About the Patch Management Language Alerting rule” on page 66.
See “About software update catalog replication” on page 67.
To replicate a software update policy manually
1
In the Symantec Management Console, on the Manage menu, click Policies.
2
In the left pane, expand Software > Patch Management > Software Update
Policies.
3
Right-click a policy or a folder, and then click Hierarchy > Replicate Now.
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Replicating Patch Management data in hierarchy
Replicating a software update policy manually
A
Appendix
Technical reference
This appendix includes the following topics:
■
About hierarchy and data replication direction
■
About Patch Management Solution security roles
About hierarchy and data replication direction
Patch Management Solution for Windows and Patch Management Solution for
Linux support the hierarchy and the replication features of the Symantec
Management Platform. These features let you create settings, schedules, and
other data at the top-level Notification Server computer and replicate them to
child-level Notification Server computers.
Patch Management Solution for Mac does not support replication.
See “About replicating Patch Management Solution for Windows data” on page 65.
Table A-1
Items that are replicated by the default Notification Server
replication schedule with no custom replication rules
Item
Replication direction
All the server tasks settings and schedules:
Down
■
Check Software Update Package Integrity
■
Import Patch Data for Windows/Red Hat/Novell
Run System Assessment Scan on Windows/Linux Computers
task settings and schedules
Down
Windows/Linux System Assessment Scan policy settings
Down
Windows/Red Hat/Novell Patch Remediation Settings policy
Down
72
Technical reference
About hierarchy and data replication direction
Table A-1
Items that are replicated by the default Notification Server
replication schedule with no custom replication rules (continued)
Item
Replication direction
Default Software Update Plug-in Policy settings
Down
Software update plug-in install, upgrade, and uninstall policy
settings
Down
Software update policies
Down
Table A-2
Items that are replicated with custom replication rules
Item
Replication
direction
Description
Language support
information
Up
This information is replicated when the
PatchManagementLanguageAlerting rule
is enabled.
Up
This information is replicated when the
Patch Linux OS Channel Resource
Replication Rule is enabled.
(Patch for Windows only)
OS inventory data
(Patch for Linux only)
Patch management metadata Down
This information is replicated when the
Patch Management Import Data
Replication for Windows/Red Hat/Novell
rules are enabled.
For Windows, only the updates and
bulletins that are associated with the child
computer's supported languages are
replicated.
For Linux, only the metadata for the
channels that are relevant to the child
Notification Server's client computers is
replicated.
Compliance summary
Up
This information is replicated when the
Patch Compliance Summary Replication
rule is enabled.
The system assessment scan result is
replicated up as a summary.
Technical reference
About Patch Management Solution security roles
About Patch Management Solution security roles
You can assign the following security roles to Symantec Management Console
users:
■
Patch Management Administrators
■
Patch Management Rollout
Users with the Patch Management Administrators role have full access to Patch
Management Solution functionality, but no access to the rest of the Symantec
Management Console.
Users with the Patch Management Rollout role have limited access to the
following Patch Management Solution functionality:
■
Software update policies
■
Reports
■
Patch Remediation Center page
Users with the Patch Management Rollout role can perform the following actions:
■
Enable, disable, and change settings in the software update policies.
■
View reports.
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Technical reference
About Patch Management Solution security roles
Index
A
Adobe Patch Management Import task. See Import
Patch Data for Windows task
analyzing vulnerabilities. See assessing systems
assessing systems 34
assigning severity levels 32
B
bulletins
about 48
C
Check Software Update Package Integrity task
about 43
checking package integrity 43
compliance analysis. See system assesment scan
compliance dashboard 61
configuring
Patch Management Solution core settings 31
severity levels 32
updates installation settings 33
Windows remediation settings 33
context-sensitive help 14
Core Services page
about 34
Core Services settings
configuring 31
D
Default Software Update Plug-in Policy
about 38
Distribute Software Updates wizard 50
about 55
distributing software bulletins
about 48
viewing update summary reports 51
distributing software updates 50
documentation 14
download location 31
downloading
patch management metadata 42
software updates catalog 42
downloading and distributing software updates 50
downloading software bulletins
about 48
downloading software updates 49
H
help
context-sensitive 14
hierarchy
replicating data 65–66, 68
replicating patch management metadata 67
replicating software updates catalog 67
home page 61
I
Import Patch Data for Adobe task. See Import Patch
Data for Windows task
Import Patch Data for Microsoft task. See Import
Patch Data for Windows task
Import Patch Data for Windows task 43
about 42
installing
Patch Management Solution 22
prerequisites 21
software update plug-in 26
inventory
collecting. See system assesment scan
L
licensing
about 23
M
maintenance windows
about 52
Microsoft Patch Management Import task. See
Import Patch Data for Windows task
76
Index
P
page
Default Software Update Plug-in Policy 38
Distribute Software Updates wizard 55
Import Patch Data for Windows 43
Patch Remediation Center 52
Windows Patch Remediation Settings page 35
pages
Windows Compliance 61
patch management import data. See patch
management metadata
Patch Management Import Data Replication rule
about 67
configuring 67
Patch Management Language Alerting rule
about 66
configuring 66
patch management metadata
downloading 42
replicating 67
Patch Management Solution
components 21
installing 22
licensing 23
prerequisites 21
uninstalling 23
Patch Management Solution for Windows
about 11
implementing 17
overview 12
recommended workflow 17
supported platforms 22
upgrading 23
Patch Management Solution server tasks
about 41
Patch Remediation Center page
about 52
patching
recommended workflow 17
PMImport. See patch management metadata
portal page 61
prerequisites 21
R
Release Notes 14
relocating packages 43
replicating data in hierarchy 65–66, 68
replicating software update policies 68
replication direction 71
reports 59
compliance 60
diagnostic 61
Patch Management Solution for Windows portal
page 61
remediation status 61
software bulletin 61
viewing 62
restarts
configuring 33
S
security roles 73
server tasks
about 41
severity levels
assigning 32
configuring 32
software bulletins
about 48
configuring installation settings 33
viewing update summary reports 51
software update plug-in
about 25
installing 26
uninstalling 27
upgrading 26
user interface 27
software update policy
replicate now 68
replicating 68
Software Update Policy Wizard. See Distribute
Software Updates wizard
software updates
about 48
computer restart time 33
distributing 50
downloading 49
downloading and distributing 50
installation settings 33
installation time 33
software updates catalog
downloading 42
replicating 67
staging. See downloading
staging software updates. See downloading
system assesment scan
configuring 34
Index
U
uninstalling
Patch Management Solution 23
software update plug-in 27
updates
about 48
upgrading
Patch Management Solution for Windows 23
software update plug-in 26
V
vulnerability analysis. See system assesment scan
W
Windows Compliance page 61
Windows Patch Remediation Settings page 33
about 35
Windows remediation settings
configuring 33
Windows System Assessment Scan page
about 34
77
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