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What is patch management?

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Overview

Patch management

Patch management is the process of identifying, acquiring, testing, and installing software updates (patches) to correct errors, add features, and, most importantly, close security vulnerabilities in computer systems.

Because manual patching is often too slow to keep up with the speed of new threats, modern patch management relies on automation to ensure systems are secure and compliant.

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Patch Management

Why is patch management important?

Keeping endpoints patched is not just a maintenance task; it is a critical security strategy. The OpenText 2025 Cybersecurity Threat Report shows that many data breaches are linked to unpatched vulnerabilities.

Effective patch management is essential for the following reasons:

  • Combating threat velocity: New attacks are launched and spread rapidly. A "break-fix" or manual approach often results in a response window that is too slow to stop an attack. Automated patch management provides the machine-speed defense necessary to keep up.
  • Preventing patch decay: Even a fully secured machine becomes a liability over time as new vulnerabilities are discovered. Continuous patch management prevents this "security rot" by ensuring a stable security baseline.
  • Reducing financial risk: With the average cost of a data breach reaching nearly US$4.88 million, failing to patch is a financial oversight that can have a devastating impact on a business.
  • Ensuring compliance: Organizations need to meet regulatory standards. Automated solutions can help achieve NIST-based accuracy and reliability, ensuring that every device meets defined security policies.

What are the key capabilities of patch management software?

To effectively protect an IT environment, patch management tools must go beyond simple updates. They must offer a proactive, 24/7 security posture that manages the full threat lifecycle.

  • Automated deployment and remediation: Manual patching is slow and error-prone. Advanced tools automate deployment across Windows, Linux, and macOS, boosting speed by 70 percent and cutting security incidents by 45 percent. One-click remediation applies all patches for a CVE instantly.
  • Cross-platform support: Unified consoles manage diverse environments, supporting 40+ OS versions (Windows, SUSE, Red Hat, macOS) and mobile platforms like iOS and Android.
  • Visibility and reporting: Dynamic dashboards provide real-time compliance insights, trend tracking, and audit-ready reports.
  • Pre-testing and intelligence: Intelligence engines pre-test thousands of patches across apps and OS, eliminating manual analysis and reducing disruption.

What are the differences between patch management and vulnerability management?

While the terms are often used interchangeably, vulnerability management and patch management represent two distinct but interconnected aspects of cybersecurity. One is the strategic "What and Why," while the other is the tactical "How."

Vulnerability management: The strategic umbrella

Vulnerability Management (VM) is the broad, continuous lifecycle of identifying, evaluating, treating, and reporting on security risks across your entire IT environment. It is not just about fixing software; it is about risk reduction.

The Vulnerability Management process asks: "What are our weaknesses, and which ones matter most?"

  • Discovery: Comprehensive scanning of assets (servers, endpoints, cloud, code) to find flaws.
  • Prioritization: Analyzing risks based on severity (e.g., CVSS scores), exploitability, and business context.
  • Remediation Strategy: Deciding the best course of action. This isn't always patching; it could be configuration changes, firewall adjustments, or even accepting the risk.

Patch management: The fix implementation

Patch Management is a subset of vulnerability management. It is the specific administrative process of applying updates (code changes) supplied by vendors to operating systems and applications.

The patch management process asks: "How do we apply this update efficiently without breaking production?"

  • Acquisition: Gathering updates from vendors (Microsoft, Adobe, Linux distros).
  • Testing: Verifying that the patch doesn’t cause stability issues or conflicts in a sandbox environment.
  • Deployment: Rolling out the update to production systems during maintenance windows.

Why is automated patch management considered superior to manual patching?

Manual patching is often described as "playing whack-a-mole with vulnerabilities" and is increasingly insufficient due to the speed at which new threats emerge, a concept known as "threat velocity". Automated patch management addresses this by delivering "machine-speed defense" that operates 24/7 without constant human intervention. The operational benefits are significant: organizations using automated patching have reported a 70 percent faster deployment rate and a 45 percent reduction in security incidents [1]. Furthermore, automation frees IT staff from tedious tasks, such as assessment and remediation, allowing them to focus on high-value, strategic projects.


What are the three types of patch management?

While "patch management" refers to the overall process, the industry generally categorizes the patches themselves into three distinct types based on their purpose. Understanding these distinctions is critical for prioritization—you wouldn't delay a critical security fix just because you are testing a cosmetic feature update.

1. Security patches

These are the most critical type. They are released specifically to fix known vulnerabilities (like those identified by CVEs) that attackers could exploit.

  • Purpose: To plug security holes and reduce risk.
  • Urgency: High. These should be deployed as quickly as possible (often within hours or days of release).
  • Example: A patch for a "Zero-Day" exploit in your web browser or operating system.

2. Bug fixes

These patches correct errors or "glitches" in the software that cause it to crash, freeze, or behave unexpectedly. They do not necessarily address a security risk, but they affect stability.

  • Purpose: To improve software stability and reliability.
  • Urgency: Medium. These are usually deployed during standard maintenance windows unless the bug stops critical business operations.
  • Example: Fixing an issue where a specific button in an accounting app causes the app to close.

3. Feature updates

These updates introduce new functionality, tools, or performance improvements to the software. They are often larger than security or bug patches.

  • Purpose: To add value and improve the user experience.
  • Urgency: Low to Medium. These require the most testing because adding new code carries the highest risk of accidentally breaking existing workflows.
  • Example: A Windows "Service Pack" or a major version upgrade (e.g., v2.0 to v2.1) that adds a "Dark Mode" or a new reporting tool.

What is "patch decay" and how does it affect security?

Patch decay refers to the "slow-but-sure security rot" where a device that was fully secured yesterday becomes a liability today as new vulnerabilities are discovered. Because the risk landscape is constantly changing, manual patching often fails to maintain a stable security baseline. This decay is dangerous because 60 percent of data breaches are caused by unpatched vulnerabilities, and the average cost of a data breach has reached approximately US$4.88 million [2]. Effective patch management combats decay by ensuring every device is assessed and patched instantly to maintain continuous compliance.


Can patch management solutions handle diverse operating systems and third-party

Yes, comprehensive patch management strategies must cover more than just Microsoft Windows. Modern enterprise tools provide cross-platform support through a single, unified console, enabling patch management for Windows, SUSE Linux, Red Hat Linux, and macOS. Additionally, advanced solutions extend management to mobile platforms like iOS and Android and cover third-party applications, often tracking thousands of pre-tested patches across significantly distinct operating system versions.


How does patch management help with regulatory compliance and audits?

Patch management is essential for meeting industry standards, such as those established by NIST. Beyond simply applying updates, enterprise tools support verifiable compliance through technologies like "digital fingerprinting," which tracks detailed security profiles for every device. For audit purposes, these systems can generate dynamic reports that document changes and track progress, providing rock-solid evidence that an organization’s fleet remains compliant with defined security policies.


What are 5 steps to implement an effective patch management program?

1. Centralized discovery and inventory

You cannot patch what you cannot see. The foundation of any program is an automated, up-to-date inventory of your entire environment.

  • Action: Deploy scanning tools to map all assets: servers, workstations, mobile devices, IoT, and third-party applications (like Adobe or Chrome).
  • Goal: Eliminate "shadow IT" to ensure no device is left behind.

2. Prioritization and policy creation

Not all patches are equal. Establish a policy that dictates when patches are applied based on their criticality.

  • Action: Tier your assets (Critical vs. Non-Critical) and the patches (Security vs. Feature).
  • Example policy: "Critical security patches on internet-facing servers must be applied within 48 hours; routine workstation updates are applied monthly."

3. Testing and validation

Applying patches blindly is a recipe for system failure. You must verify that a patch won't break your specific business applications.

  • Action: Create a "sandbox" or "staging" group that mirrors your production environment.
  • Process: Apply the patches to this group first. If no issues arise after 24–48 hours, approve them for the wider network.

4. Controlled deployment

Roll out patches in waves rather than all at once ("the big bang" approach) to limit the blast radius if something goes wrong.

  • Phase 1: Pilot Group (IT staff / tech-savvy users).
  • Phase 2: General Users (Early adoption group).
  • Phase 3: Entire Organization (Production).
  • Action: Ensure you have a "rollback" plan ready if a patch causes critical instability.

5. Monitoring and reporting

The process isn't finished when you click "deploy." You must verify success and document compliance.

  • Action: Scan the network 24 hours after deployment to confirm that vulnerabilities are actually closed.
  • Output: Generate reports for auditors showing patch compliance rates (e.g., "98% of workstations are patched within 14 days").

What are some patch management best practices?

Industry standard best practices can be categorized into preparation, execution, and governance.

I. Preparation: Know your environment

  • Maintain a real-time inventory: Use automated discovery tools to track every asset (servers, workstations, IoT, mobile). An "orphan" device is a favorite target for attackers.
  • Standardize systems: Reduce complexity by standardizing operating systems and application versions. It is significantly easier to patch 500 laptops running Windows 11 than a mix of Windows 10, 11, and 7.
  • Scan for third-party applications: Do not focus only on the OS (Microsoft/Linux). Browsers (Chrome, Firefox), PDF readers (Adobe), and middleware (Java) are frequent attack vectors.

II. Execution: Smart deployment

  • Adopt a risk-based approach: Prioritize patches based on exploitability (is there code available to hackers?) and asset criticality (is this a public-facing server?), rather than just the raw CVSS score.
  • The "ring" deployment model:
    1. Ring 0 (Test/Sandbox): Non-production machines.
    2. Ring 1 (Pilot): IT staff and technical users.
    3. Ring 2 (Early adopters): A small group of general users (e.g., 10%).
    4. Ring 3 (Broad deployment): The rest of the organization.
  • Automate the routine: Automate patch deployment for standard, low-risk workstations and third-party apps. Reserve manual oversight for critical server infrastructure.

III. Governance: Safety and verification

  • Establish a rollback plan: Never deploy a patch without knowing how to remove it. If a security update "bricks" a mission-critical server, you must be able to revert to the previous state immediately.
  • Enforce service level agreements (SLAs): Set internal deadlines based on severity:
    • Critical / Zero-Day: 24–48 hours
    • High: 7 days
    • Medium / Low: 30 days (or the next maintenance cycle)
  • Verify, don’t assume: A "Deployment Successful" message from your tool doesn't always mean the vulnerability is closed. Run a vulnerability scan after patching to confirm the fix works.

How can OpenText help with patch management?

OpenText™ ZENworks Patch Management simplifies software maintenance and security by automating the patching process across the enterprise. It acts as a proactive defense system, shifting organizations from a position of vulnerability to strategic control.

Key benefits of the OpenText solution include: