Advanced Patching Strategies actions

OneSite Patch provides simplified processes to manage and modify Patching Strategies that you have already enabled. You can apply these actions either with the More dropdown from the Strategy editor, or by the table ellipses (...).

Process	Description
New Strategy New Advanced Strategy	Create either a new v1 or v2 Strategy
Open Strategy	Open an existing Strategy to a tab within the Strategy view
Show Changes	Displays a diff between a previously saved version of your Strategy and any unsaved new changes
Save As	Opens a Save As overlay to rename and create a copy of the selected Strategy
Delete	Permanently delete the selected Strategy
Export	Exports full or partial Strategy data. You can either export to a file (default OBEX file type, or JSON), or to a linked server.
Show References	Will show where the Strategy is referenced in the object folder directory
Manage Permissions	Allows you to set Strategy permissions for chosen Roles and what they have access to.
Run Strategy	Will run the Strategy ASAP instead of waiting for the applied schedule
Submit Patches Re-Submit Patches	Allows you to submit selected patches to a Strategy and optionally create Approvals for the selected patches. You can also re-submit all patches if their applicable status has changed
Strategy Operations	Opens the Strategy Operations dashboard for your selected Strategy.

Submit Patches to an Enabled Patching Strategy

1. Select Strategies from the side navigation.

2. Select a strategy to open the strategy editor.

3. Select More, and then select Submit Patches.

4. Choose one of the following options:

   • To create approvals, select the Create Approvals toggle to enable Patch Approvals, and then select + Create Patch Approval.

   • To choose patches, select + Browse, and then see select Installable Software.

   

Approvals for Adding Patches

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:

• Add patches that require approvals.

• Set the state:

  • Mandatory Install: Allows client devices to treat the product as mandatory for installation purposes.

  • Do Not Install: Allows client devices to block the 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.

• Set the urgency: Low, Normal, High, Critical

• Add a Patching Process

• (Optional) Add Deployment Channel.

• Add Business Units

  

Add a Deployment Channel only when you have included it in the Deployment Bot Runtimes section of the Patching Strategy Deployment Settings.