Playbook · IT asset and patch management
Patch Rollout Playbook
A step-by-step plan for staged, low-risk patching with IntelliAsset. Patching goes wrong when everything ships to everyone at once. This playbook walks through rings, policies, reboot modes, halts and rollback decisions, with templates you can fill in.
What you will learn
Inside the playbook
- How to design deployment rings and set failure thresholds
- Which patch policy decisions to make before the first deployment
- How the four reboot modes differ and when to use each
- What happens when a stage halts, and how to resume safely
- How a rollback decision is recorded, and what it does not do
Key takeaways
Three ideas to take away
Roll out in rings so a bad update stops at a small group.
Set a failure threshold on every ring. The default halts on any failure.
Treat a rollback as a recorded decision, and plan the uninstall through your normal process.
Contents
What each section covers
- Before you startScope, prerequisites and who does what.
- Design your ringsA ring is one stage of a staged rollout.
- Set the patch policyDecide the rules once, apply them often.
- Choose a reboot modeReboots are where users and services feel a patch.
- Select and approve the patchesFrom the list of missing patches to an approved set.
- Run the deployment and watch itWhat to look at while it runs.
- Handle a bad updateRollback is a decision you record.
- Verify and reviewClose the loop after each cycle.
Get the full playbook
Register once and download the PDF. It is written for IT operations and security teams.