Managing Enabled Patching Strategies

OneSite Patch provides simplified processes to manage and modify Patching Strategies that you have already enabled. From an open, enabled Patching Strategies, the More menu contains the following options:

Delete an Enabled Patching Strategy

Select Strategy > Patching Strategies and navigate to the enabled strategy you want to delete.
Select the Strategy Name to open it.
Select More, and then select Delete. The system prompts you to verify the deletion.
Click OK to permanently delete the Patching Strategy.

Submit Patches to an Enabled Patching Strategy

Select Strategy > Patching Strategies, and then navigate to the enabled strategy you want to submit.
Select the strategy Name to open it.
Select More, and then select Submit Patches. This opens the dialog for the selected strategy.
Choose one of the following options:
- To create approvals, select the Create Approvals toggle to enable Patch Approvals, and then select + Create Patch Approval. See Approvals for Adding Patches.
- To choose patches, select + Browse, and then see Select Installable Software.

Approvals for Adding Patches

to Enabled Patching Strategies

When you submit patches to an enabled strategy, you may also create approvals specific to the individual patch. Otherwise, the patching process and bots create the approvals automatically based on the process or bot settings.

The Create Approvals functionality requires at least one approval scenario. You must create separate approvals for each patch you choose to add to an enabled patch.

Approvals in this instance consist of the following, required settings:

Identify the patches or software that require approval.
Set the state and urgency for the approval.
Add a Patching Process
Add Business Units

You may also add a Deployment Channel (optional).

Create an Approval for an Added Patch

Complete the required fields in the Create Patch Approval dialog. The dialog already includes the name of the Patching Strategy you chose to modify.

Select + Browse for Patch to select the patch to add. This opens a software selection table.
1. Enter a product name on the search line, and then click Search. This example uses Google Chrome.
2. Select the product from the list, and then click OK.
Select the Desired State for the patch approval, and then select the Urgency (Low, Normal, High, Critical):
- Mandatory Install: Allows client devices to treat the product as mandatory for installation purposes.
- Do Not Install: Allows client devices to block installation of a particular product.
- Rollback: Forces a rollback to a specific product version on a client device, when OneSite Patch detects a later product version than allowed.
- Uninstall: Removes the product from client devices in the specified Business Unit.
Add a Patching Process (required) and a Deployment Channel (optional):

Tip

Add a Deployment Channel only when you have included it in the Deployment Bot Runtimes section of the Patching Strategy Deployment Settings.
1. (Required) Select Browse next to Patching Process, and then select a process from the table.
2. Select OK to return to the patch approval dialog.
3. (Optional) Select Browse next to Add Deployment Channel, and then select a channel from the table (see Tip above).
4. Select OK to continue creating the approval.
Select + Browse next to Business Units to open the dialog.
1. Select the Business Units.
2. Select OK.
Complete the approval for the selected patch:
1. Select Create Patch Approval. The patch submission now includes a table that lists the patch you selected.
2. (Optional) Return to Step 1 to create a patch approval for another patch.
3. Select OK to return to the dialog.

Resubmit an Enabled Strategy

Select Strategy > Patching Strategies, and then navigate to the enabled strategy you want to resubmit.
Select the strategy name to open it.
Select More, and then select Re-submit Patches. This opens a table of applicable patches for the selected strategy.
Select the patches you want to resubmit with this strategy, and then click OK.
To verify the status of your Approval Request, see Approval Requests.

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