Patch Policy Operations: Task Reference

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

Add a Policy

Activate a Policy

Suspend a Policy

Refresh a Policy

Edit a Policy

Add a Schedule to a Policy

Edit a Policy Schedule

Add Targets to a Schedule

Remove Targets from a Schedule

Delete a Policy Schedule

Exclude Individual Patches from a Policy (Manual Exclusions)

Exclude Patch Types from a Policy (Dynamic Exclusions)

Enable Auto-refresh

Adjust Auto-refresh Schedule

Disable Auto-refresh

Add a Policy

  1. On the Policy List, click Add Policy.
  2. Enter a policy name and description.
  3. Select a site from the drop-down.
  4. Select policy inclusion criteria: Severity, Category, OS, and Content Type.
  5. Add dynamic exclusions and set Auto-refresh options, as required. Click Save.
  6. On the policy document, click Add Schedule.
  7. Enter a schedule name. Select options for deployment frequency, behavior, and offer. Click Save.
  8. On the policy document, click the Add Targets link for the new schedule.
  9. Make sure you have operator visible in Added by.
  10. Select patching targets from the Target By Device or Target By Group or Target by properties or Target by client relevance tab. Click Save.
  11. On the policy document, Click Activate toggle button.

Activate a Policy

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

Suspend a Policy

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

Refresh a Policy

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

Edit a Policy

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

Delete a Policy

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

Add a Schedule to a Policy

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

Edit a Policy Schedule

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

Add Targets to a Schedule

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

Remove Targets from a Schedule

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

Delete a Policy Schedule

  1. From the Policy List, open the policy document.
  2. If the policy is active, click the Suspend toggle button.
  3. Remove all target devices or groups.
    1. Click the schedule's Targets link.
    2. On the Target By Device or Target By Group or Target by properties or Target by client relevance tab, click Deselect All. Click Save.
  4. On the Schedules tab, click the schedule.
  5. Click Edit Schedule.
  6. Click Delete.

Exclude Individual Patches from a Policy (Manual Exclusions)

  1. From the Policy List, open the policy document.
  2. If the policy is active, click the Suspend toggle button.
  3. Click Content tab.
  4. Click Included and select the patches you want to exclude.
  5. Click Exclude button.

Exclude Patch Types from a Policy (Dynamic Exclusions)

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

Enable Auto-refresh

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

Adjust Auto-refresh Schedule

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

Disable Auto-refresh

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