OneSite Patch uses Approval Chains and Notification Chains to manage communication about, and seek approvals for, patch updates and installations.
Approval Chains: Include details such as approval layers, backup roles, reminder intervals, and more.
Notification Chains: Include details about which parties to notify for what kinds of activities and business units, as well as identifying carrier services.
After you have created Approval Chains and Notification Chains using the Chains workspace, you can assign the chains to a Patching Strategy, a Business Unit, or a Deployment Channel.
Approval Chains allow the administrator to specify users who will receive patch approval requests for Patching Strategies or Business Units.
OneSite Patch includes suggested Approval Chain personas, such as Product Owner, Patch Management, Security, Test Lab, and Change Management. You can customize and layer these roles to model the natural approval structure in your environment, including backup approvers and timeout settings to allow for automatic escalation. You can also omit layers based on patch criticality/urgency.
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Mouse over or click Chains in the left navigation menu of the Adaptiva OneSite Patch Dashboard, and then select Approval Chains.
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Select the Name of a template to open it, and then save the template with new information:
Approval Chain management choices include approval of timed out patches, reapproval of modified approvals, setting approval layers, and choosing communication providers.
Each of these tasks assumes you have opened and saved an Approval Chain template and you are ready to complete the General Settings configuration.
When enabled, this setting automatically approves patches when reviewers do not respond within the timeout duration specified in the Approval Layer.
Select the Automatically Approve Timed Out Patches toggle to enable or disable (default) this feature.
Any object that uses this Approval Chain will process approvals top to bottom in the order listed in the approval layers.
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Scroll down to Approval Layers in an Approval Chain template.
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For a new approval Layer, click + Create Approval Layer.
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To change an existing Approval Layer, click the ellipsis (…) in the Actions column for the role you want to change, and then select Edit Approval Layer.
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This opens the Create Approval Layer dialog.
The processing order sends approvals from the top to bottom based on the order of the listed roles. To manage roles and administrators for all OneSite products, see OneSite Platform User Guide.
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Select + Add Roles on the Approval Layer page.
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Select one or more existing Names from the Roles table, and then click Add Roles at the bottom left of the page. This returns you to the Approval Layer dialog.
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Reorder the roles to reflect the processing order you want the strategy to use:
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Select and hold the stacked dots for the role you want to move.
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Drag the role up or down to move it in the list.
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OneSite Patch includes templates for commonly required roles. You can add these existing roles to the Chains you create by creating approval layers.
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Select + Create Approval Layer in an open Approval Chain template. This opens the Create Approval Layer dialog.
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Select Add Roles next to Approver Roles.
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Select the Show All on the upper right to view the available Roles.
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Select one or more Roles to add to the Approval Layer.
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Select Add Roles at the bottom left of the page.
Choose the number of approvers who must approve patches to satisfy this Approval Layer:
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Enable Unanimous Approval: Select the Unanimous Approval Needed toggle to enable the unanimous approval requirement. All approvers must approve before deployment continues. Defaults to disabled.
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Disable Unanimous Approval: If you choose not to enable this feature, you must enter the Minimal Number of Approvals Needed.
Select backup approvers for this approval chain layer. If backup approvers do not approve within the approval timeout duration, the approval request fails.
These settings define when to send approval reminders to approvers who have not responded. You can specify different reminder intervals for each urgency level. A setting of zero (0) sends no reminders.
These settings define the time out variables for the approval request . You can specify different reminder intervals for each urgency level. A setting of zero (0) sends no reminders.
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Select Manage Approval Timeouts in the Create Approval Layer dialog of the Approval Chain template.
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Enter a number for the Urgency Approval Timeout Duration (Hours, Minutes, or Seconds) of the urgency level required:
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At zero (0) the strategy sends no reminder.
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If the request times out, the approval request fails.
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Select on the bottom left of the Manage Approval Time Outs dialog.
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Select to save your changes and return to the Approval Chains template.
OneSite Patch supplies default Communication Providers that you can use here, or you can create your own. To create new Communication Providers that you can choose when creating Chains, see Communication Providers.
Patching Strategy and Business Unit object templates include an Approval Chains dialog so you can define administrative approval details as part of the object. To see links to other settings for Patching Strategies, see .
Use this procedure to assign existing Approval Chains to a Patching Strategy or Business Unit template. This procedure assumes you have opened and saved an object template and are ready to configure the Approval Chains.
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Select Approval Chains to open the Approval Chains workspace in an open Patching Strategy template.
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Select Browse next to the type of Approval chain you want to add (Product Owner, Patch Management, Security, and so on).
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Select an Approval Chain from the Approval Chains table. This example uses an All Admins Approval Chain.
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Select Add Approval Chain to return to the Patching Strategy template.
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Repeat Steps 2 through 5 for each of the groups listed in the Approval Chains workspace:
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Skip any groups that do not apply to your situation.
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When each group from which you need an approval contains an approval chain, continue with the next step.
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Select Save at the upper left to save your progress:
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In an open Business Unit template, click Approval Chains. This opens the Approval Chains workspace.
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Business Units inherit these settings from a parent by default. For more information about inheritance, see Parent and Child Business Units
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Disable inheritance to enable and assign a different Approval Chain to a setting.
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Select Browse next to the type of Approval chain you want to add (Product Owner, Patch Management, Security, and so on).
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Select an Approval Chain from the Approval Chains table. This example uses an All Admins Approval Chain for a Patch Management Chain.
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Select on the bottom left to return to the Approval Chains workspace.
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Repeat Steps 2 through 5 for each of the groups listed in the Approval Chains workspace:
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Skip any groups that do not apply to your situation.
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When each group from which you need an approval contains an approval chain, continue with the next step.
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Select Save at the upper left to save your progress:
Notification Chains send notifications to the administrator roles you specify to inform them about pending deployments. In addition to creating Notifications Chains here, you can also view and create them in object templates for Patching Strategies and Business Units (see Managing Notification Settings, and for Deployment Channels (see something else).
Notification Chains allow administrators to specify who will receive notifications about patches and deployments and by what method, such as email, Teams, SMS text, or WhatsApp.
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Mouse over Chains or click the right arrow next to Chains in the left navigation menu of the OneSite Patch dashboard, and then select Notification Chains.
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Select the title of a template to open the template, and then save the template with a new title:
Notification management configuration means identifying the Roles that require notification for the associated patches.
Each of these tasks assumes you have opened and saved a Notification Chain template and you are ready to complete the General Settings configuration.
Add existing Roles to a Notification Chain. To create new Roles so that you can add them here, see Adaptiva OneSite Platform User Guide.
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Scroll down to Roles to Notify. If a table appears, check to see whether the existing roles apply:
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To remove a Role from the table, click the ellipsis (…) in the Actions column, and then click Remove.
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To add Roles to the table, click + Add Roles, and then continue with the next step.
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Select one or more Roles from the Roles table, and then click Add Roles at the bottom left of the dialog.
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Select Save to save your progress and check for errors:
Patching Strategy, Deployment Channel, and Business Unit objects include a Notifications dialog where you can configure notification details. The configuration choices differ slightly for each object.
Important
This configuration requires selecting a specific type of Notification Cycle template. Contact Adaptiva Customer Support for assistance with this configuration and for information about choosing the correct template.
Notification Chain settings exist in the object templates for Patching Strategies, Deployment Channels, and Business Units.
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Expand the Notifications box in an open object template to show the available configuration options.
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Select Browse next to Notification Chain. This opens the Notifications Chain dialog.
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Select Show All to see the available templates.
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Select a Notification Chain from the table. To edit or create Notification Chains, see .
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Continue editing the Notification settings or click to return to the template.
Both Patching Strategies and Deployment Channel templates have an option to Add Patch Notification Bots.
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Select + Add Patch Notification Bots from the Notifications box in the object template.
This opens the Add Patch Notification Bots dialog.
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Select Show All to list all available Patch Notification Bots or click any Filtered by: folder to see the Bots associated with that filter.
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Choose one or more Notification Bots to set requirements for this template. To create more Notification Bots, see Creating Notification Bots.
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Select Add Patch Notification Bots on the bottom left of the dialog to return to the starting template settings for Notifications.
These values must match the corresponding values defined in the Notification Bots. Otherwise, the Notification Cycle does not send a notification.
Execution Schedules control when and how often a Notification Cycle sends notifications. Choose schedules based on when and how often receiving parties require notification.
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Select + Create Notification Setting from the Notifications workspace of a object template.
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Select +Add Schedules to display the Create Notification Setting dialog.
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Select one or more Schedule Names from the Add Schedules table, and then click Add Schedules on the lower-left corner of the dialog.
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Continue editing the notification settings or click to return to the template.
When enabled, sends notifications to the Roles shown in the Notification Chain associated with the Patching Strategy or Deployment Channel template. Defaults to disabled.
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In the + Create Notification Setting dialog in the Patching Strategy or Deployment Channel template, decide whether to enable notifications:
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Select the Notify Patching Strategy Chains toggle to enable or disable (default) whether the notification cycle sends notifications to the chains included in the strategy.
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Select the Notify Business Unit Chains toggle to enable or disable (default) whether the notification cycle sends notifications to Business Unit chains included in the strategy.
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Continue editing the Notifications settings or click to return to the template.
This setting names the Notification Cycle that processes the Notifications for the Patching Strategy or Deployment Channel. Notification Cycle workflows are customized for specific uses. Adaptiva does not provide sample Notification Cycle templates. These templates exist only if you create them for your environment.
Important
Contact Adaptiva Customer Support for assistance with Notification Cycle templates.
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Select + Create Notification Setting from the Notifications box in the object template.
This opens the Create Notification Setting dialog.
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Select Browse on the Add Workflow line. This opens the list of available workflows in OneSite.
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Select your custom workflow from the list, and then click Add Workflow on the lower-left corner of the dialog.
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Continue editing the Notification settings or click to return to the template.
Specifies the maximum length of time that the Notification Cycle Workflow runs before timing out. If set to all zeros (default) the workflow may run indefinitely. Choose this setting with care. If the notification times out before sending all notifications, the next cycle triggers the notifications again.
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Select + Create Notification Setting the Notification box of the object template.
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Next to Time Limit, set the Hours, Minutes, or Seconds that the Notification Cycle will run, or leave the setting default at 0 for each item to allow the workflow to run indefinitely.
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Continue editing the Notification settings or click to return to the template.
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