{"id":28023,"date":"2021-10-14T11:50:03","date_gmt":"2021-10-14T11:50:03","guid":{"rendered":"https:\/\/www.process.st\/templates\/patch-management-4\/"},"modified":"2024-02-29T04:49:29","modified_gmt":"2024-02-29T04:49:29","slug":"patch-management-4","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/patch-management-4\/","title":{"rendered":"Patch Management"},"content":{"rendered":"<section id=\"gather-and-consolidate-inventory-data\">\n<h2>Gather and consolidate inventory data<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rlq05-1J9Fu-kHN-J55FUQ.png\" alt=\"Gather and consolidate inventory data\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rlq05-1J9Fu-kHN-J55FUQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a> <strong>This is a task, one of the actionable steps in your workflow.&nbsp;<\/p>\n<p><\/strong><a href=\"https:\/\/emojipedia.org\/up-arrow\/\" rel=\"nofollow noopener\" target=\"_blank\">\u2b06\ufe0f<\/a> <strong>When you edit a workflow, you can<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>assign tasks<\/strong><\/a><strong> to other users, give them a<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-due-dates\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>deadline<\/strong><\/a><strong> to be completed by,<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>pause<\/strong><\/a><strong> the workflow run at this point, or change who can see this task by adjusting the<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-permissions\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>permission<\/strong><\/a><strong> settings<\/strong><a href=\"https:\/\/emojipedia.org\/up-arrow\/\" rel=\"nofollow noopener\" target=\"_blank\"> \u2b06\ufe0f<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>\u26a1\ufe0f You could automate this step by setting up an <a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\" rel=\"nofollow noopener\" target=\"_blank\">integration<\/a> with your database such as <a href=\"https:\/\/zapier.com\/apps\/sql-server\/integrations\/process-street\" rel=\"nofollow noopener\" target=\"_blank\">SQL Server<\/a> or <a href=\"https:\/\/zapier.com\/apps\/mysql\/integrations\/process-street\" rel=\"nofollow noopener\" target=\"_blank\">MySQL<\/a>, to automatically populate the fields below.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Hostname <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Location <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> IP address <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> MAC address <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Operating system <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Current revision level <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"understand-the-consequences-of-making-changes\">\n<h2>Understand the consequences of making changes<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>Make sure that the consequences of making changes to a system are fully understood and in any event, only implement changes one or two at a time and only on test systems first.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Note any consequences to consider <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Note changes to be made <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"scan-for-vulnerabilities\">\n<h2>Scan for vulnerabilities<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>You could use a vulnerability scanning tool like <a href=\"https:\/\/www.tenable.com\/products\/nessus\/select-your-operating-system\" rel=\"nofollow noopener\" target=\"_blank\">Nessus <\/a>to manage this step.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>Depending on the importance of the systems and the priority of the vulnerabilities, scanning helps you decide which patches to apply where.<\/strong><\/p>\n<p><strong>Store your scan report in the file uploader below to keep track of it.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Vulnerability report <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"backup-data-and-server-configuration\">\n<h2>Backup data and server configuration<\/h2>\n<div class=\"text-content\">\n<h4>Create a full backup of all data and server configuration information<\/h4>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>Exactly how you create a backup of server config data varies based on the kind of server you're running. Find documentation for the most popular options here:<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/www.cisco.com\/c\/en\/us\/td\/docs\/unified_computing\/ucs\/sw\/cli\/config\/guide\/2-2\/b_UCSM_CLI_Configuration_Guide_2_2\/b_UCSM_CLI_Configuration_Guide_2_2_chapter_0101000.html\" rel=\"nofollow noopener\" target=\"_blank\">Cisco Servers<\/a><\/li>\n<li><a href=\"https:\/\/onlinehelp.tableau.com\/current\/guides\/everybody-install\/en-us\/everybody_admin_backup.htm\" rel=\"nofollow noopener\" target=\"_blank\">Tableau Servers<\/a><\/li>\n<li><a href=\"https:\/\/docs.splunk.com\/Documentation\/Splunk\/6.6.3\/Admin\/Backupconfigurations\" rel=\"nofollow noopener\" target=\"_blank\">Splunk Servers<\/a><\/li>\n<li><a href=\"https:\/\/support.microsoft.com\/en-us\/help\/883619\/how-to-import-and-to-export-ias-configuration-information-from-one-win\" rel=\"nofollow noopener\" target=\"_blank\">Windows Servers<\/a><\/li>\n<li><a href=\"https:\/\/blogs.msdn.microsoft.com\/john_daskalakis\/2014\/10\/27\/script-to-export-the-configuration-of-sql-server\/\" rel=\"nofollow noopener\" target=\"_blank\">SQL Servers<\/a><\/li>\n<li><a href=\"https:\/\/www.ibm.com\/support\/knowledgecenter\/SSEQVQ_8.1.0\/srv.reference\/r_cmd_devconfig_backup.html\" rel=\"nofollow noopener\" target=\"_blank\">IBM Servers<\/a><\/li>\n<li><a href=\"https:\/\/wiki.contribs.org\/Backup_server_config\" rel=\"nofollow noopener\" target=\"_blank\">SME Servers<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"deploy-patches-to-the-test-group\">\n<h2>Deploy patches to the test group<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>Test users should be technicians, or at least staff familiar with reporting bugs and finding errors. Replace the rows below with your tester's names.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\"> <label> Test Group members selected <\/label> <select disabled class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select>\n  <\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Person A\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Person B\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Person C\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Person D\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Person E\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"document-test-results\">\n<h2>Document test results<\/h2>\n<div class=\"text-content\">\n<h4>Document test results and present for review by internal system owners<\/h4>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>Using the logs from your test group, create a summary of the patch results.<\/p>\n<p><\/strong><strong>Attach the summary below.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Summary report <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"notify-internal-system-owners\">\n<h2>Notify internal system owners<\/h2>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>\u26a1\ufe0f You could automate this step with an <a href=\"https:\/\/www.process.st\/help\/docs\/process-street\/\" rel=\"nofollow noopener\" target=\"_blank\">integration<\/a> that either runs the <a href=\"https:\/\/www.process.st\/templates\/scheduled-maintenance-notification\/\" rel=\"nofollow noopener\" target=\"_self\">scheduled maintenance notification<\/a> process for you, or you can build a <a href=\"https:\/\/www.process.st\/help\/docs\/slack\/\" rel=\"nofollow noopener\" target=\"_blank\">Slack integration<\/a> to send a channel message to those concerned.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h4>Notify internal system owners of any downtime or alerts they will experience<\/h4>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/eyes\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong><\/strong><\/a><strong> Edit the workflow to see the snippet<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>form field<\/strong><\/a><strong> you could use in an integration.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"roll-out-patch-enterprisewide\">\n<h2>Roll out patch enterprise-wide<\/h2>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date and time patch deployed <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong><a href=\"https:\/\/emojipedia.org\/information\/\" rel=\"nofollow noopener\" target=\"_blank\">\u2139\ufe0f<\/a> Need support getting your processes set up? Click the help button \u2198\ufe0f or <a href=\"http:\/\/calendly.com\/process-street-cs\/process-street-process-pro\" rel=\"nofollow noopener\" target=\"_blank\">book a time to talk<\/a> with one of our Process Pros.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Gather and consolidate inventory data This is a task, one of the actionable steps in your workflow.&nbsp; \u2b06\ufe0f When you edit a workflow, you can assign tasks to other users, give them a deadline to be completed by, pause the workflow run at this point, or change who can see this task by adjusting the [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":28024,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"8","template_description":"This workflow example helps you manage and deploy system patches. \n1) 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