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IT best practices

Patch Management Best Practices

Many attacks use flaws that already had a fix available. These practices keep updates steady without breaking the software your business runs on.

The short answer

Patch management is the routine of finding, testing and installing updates for operating systems, firmware and applications. Good practice is to keep a full inventory, patch on a regular schedule, fast-track flaws that are being actively exploited, test on a small group before everyone, confirm that updates actually installed, and replace systems that no longer receive updates.

Key takeaways

  • Patch on a schedule, and fast-track actively exploited flaws
  • Pilot updates on a small group before everyone
  • Verify installs: a scheduled patch is not an installed patch
  • Isolate, and plan to replace, what cannot be patched

What needs patching

  • Windows, macOS and Linux operating systems
  • Firmware for laptops, servers, firewalls, switches and Wi-Fi
  • Browsers and common apps such as PDF readers and Office
  • Line-of-business software, usually updated by or with the vendor
  • Phones and tablets used for work

Prioritize by real risk

Not every update is urgent. A flaw that attackers are already using, especially on something exposed to the internet such as a firewall or VPN, should move to the front of the line.

CISA publishes the Known Exploited Vulnerabilities catalog, a list of flaws with confirmed exploitation in the wild. It is a practical way to decide what to patch first.

A patch routine that works

  1. Inventory

    Know every device and what runs on it. You cannot patch what you do not know about.

  2. Pilot

    Send updates to a small group first, including someone who uses each critical app.

  3. Deploy

    Roll out to everyone on a regular schedule, outside working hours where a restart is needed.

  4. Verify

    Check reports for devices that failed, were offline or are waiting on a restart, and follow them up.

  5. Document exceptions

    Record anything held back, why, and when it will be looked at again.

When you cannot patch

Some systems cannot be updated: an old computer that runs lab or production equipment, or software the vendor no longer supports. Isolate them on their own network segment, limit who can reach them, watch them closely and plan their replacement.

Operating systems past the end of support are also a common reason cyber insurance applications get flagged.

How we help

Each managed workstation at ManagedITServices.Tech includes Windows, macOS and Linux patching, firmware updates and health monitoring, and managed servers include patch management with 24/7/365 NOC monitoring. Updates to line-of-business software stay with your software vendor. Asset and lifecycle tracking feeds the hardware refresh roadmap in your vCIO plan, so end-of-life systems are planned for rather than found by surprise.

How managed endpoints and patching work

Sources

Information on this page is general and is not legal or compliance advice.

Frequently Asked Questions

How often should patches be installed?

Most businesses patch operating systems monthly, in step with vendors’ regular release cycles, and apply urgent fixes for actively exploited flaws as soon as they have been tested.

Should updates just install automatically?

Automatic updates are better than none. Managed patching adds testing, scheduling, reporting and follow-up for the devices that fail or fall behind.

What is a zero-day?

A flaw attackers exploit before the vendor has a fix. Endpoint protection, limited admin rights and network segmentation reduce the risk until a patch is released.

What if an update breaks something?

That is why updates go to a pilot group first. If a problem appears, the update is paused or rolled back while the vendor fixes it.

Next step

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