Notification Bots
Understand how to use Notification bots in OneSite Patch.
Notification bots are optional components of Patching Strategy templates and Deployment Channel templates and exist only within these templates.
Patch Notification bots generate notifications to alert administrators about the release or deployment of new patches in a Patch Strategy or Deployment Channel.
End users are notified of pending patch installations based on the User Interaction Settings configured.
When a Notification bot detects patches that match their filter expression, the bot generates a notification to include in the notification cycle. The notification cycle follows the Patching Strategy or Deployment Channel configuration that contains the Notification bot.
Patch Notification Bot Templates
OneSite Patch Notification bot templates include various filtering scenarios to cover most filtering requirements in an enterprise. When deciding which bot filter to choose, the Filtered by folder names provide guidance or you can start with the integration you have installed. These templates filter several aspects of patches based on risk. They include different rollout schedules and approval levels, and all require mandatory installation.
In the example below, you can see that this customer has installed the Falcon integration and that the filter selected is Installation Requirements.
Create Notification Bots
Open and Save a Patch Notification Bot Template
Select Advanced Settings > Intent Schema > Bots > Patch Notification Bots. The top folder lists the templates provided by OneSite Patch and any partner integrations you have installed. You can use an existing template, create your own based on an existing template, or start by clicking + New. The following steps show you how to modify an existing template.
Select Show All to see the available templates, or select Filtered by: in the bots list to see only the templates associated with that filter.
Select the Name of a template to open it. For example, in Filtered by: Expiration, select Normal Notification (Expired by Vendor).
Patch Notification Bot Template Save the template with a new title:
a. In the upper-left of the dialog, select More, and then select Save As.
b. Enter a new name for the template, and then select Save as. This returns you to a copy of the template with the new name.
c. Enter a detailed Description of the process covered in this template, or leave the prepopulated description. Add a character to enable the Save button, and then select Save.
Select Save.
Patch Filter Settings
The purpose of patch filter settings is to filter patches based on associated properties, either including or excluding them from the processing by this bot. Patches that meet the filter criteria will be processed, while those that do not will be disregarded.
It's important to note that patch filter settings are not mandatory. If not specified, the bot will process all patches.
You have the option of specifying a single filter condition or grouping multiple filter conditions using AND, OR, and NOT logic, allowing for a high level of configurability.
To add a patch filter condition, simply click the ellipse button located on the right-hand side.
Create an Output Expression
The Output Expression field is a text box that allows you to provide a more meaningful notification to users that informs them of the pending changes.
In the following example, the text in orange lettering is the text of your message. Note this text is in double quotes. If the text is malformed, that second line of text would indicate what the error was.
Configure Communication Providers
Communication Providers are how the notification is sent out whether SMS/Text Messages, E-Mail, Microsoft Teams, WhatsApp, or custom notifications via Adaptiva Workflows.
In the Notification bot template, scroll down to Communication Providers, and then select +Add Communication Providers.
Communication Providers Select one or more providers to use for notifications by this bot.
If you do not see the provider you want to use, see Communication Providers to add it.
Select Save at the upper-left.
Use a Custom Notification Bot Workflow
If you have created a custom Deployment bot workflow, you will see it listed in OneSite Patch. If not, contact Adaptiva Customer Support to create a Deployment bot workflow for use with these settings.
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