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Best Practices for Atera Patch Scheduling Best Practices

#1
01-07-2024, 08:18 AM
Mastering Atera Patch Scheduling: Tips from Experience

You want your patch scheduling to be smooth and efficient. I've spent a good amount of time figuring out what works best with Atera, and I can share some solid insights. One of the most important things is to stay proactive with your scheduling. If you wait for updates to pile up, things can get messy fast. Create a consistent patch schedule that aligns with your organization's downtime, so you're implementing updates during times when the least disruption happens. I've found that setting a specific day and time every month really helps keep everything organized.

Prioritize Critical Updates

I can't emphasize enough how important it is to recognize which patches are critical versus those that are less urgent. Prioritizing critical updates helps prevent issues that could arise from vulnerabilities. Some patches just fix minor bugs, while others address serious security flaws. Make sure you're keeping an eye on the vendor release notes for guidance. I usually take a moment to assess what impacts my systems directly and choose accordingly. Taking the time to really evaluate what needs immediate attention makes a significant difference.

Automation is Your Best Friend

Embracing automation can save you a ton of time and hassle. Atera has built-in features that allow you to set up automatic patch management. I usually schedule updates to run outside of business hours. It's a game-changer because it minimizes impact on productivity and ensures that everything gets patched without requiring constant supervision. If you haven't done this yet, I definitely recommend looking into creating a schedule that allows Atera to handle updates for you.

Test Your Updates Before Wide Deployment

I've had my share of experiences where a patch broke something unexpectedly. To avoid that headache, I strongly recommend testing updates on a small number of machines before rolling them out organization-wide. Pick a couple of non-critical systems to deploy the patches to first. This way, you can catch any potential issues before they affect your entire network. It's worth the extra effort to ensure that everything functions correctly before going all in with the new patches.

Communicate with Your Team

Keeping the lines of communication open with your colleagues can really make a difference in how smoothly the patching process goes. I often send out reminders leading up to scheduled updates. It allows everyone to prepare and ensures they are aware of any potential downtimes. Plus, if there are any critical changes, it's good for everyone to be informed. Open communication can help mitigate user issues that arise from unplanned disruptions, and team members can provide valuable insights based on their experiences with similar updates in the past.

Monitor Patch Status Regularly

After you've scheduled your patches, it's not a "set it and forget it" situation. Regularly monitoring the patch status can help you see if all updates were successfully applied or if there were any failures. Atera makes it fairly easy to do this, but it's easy to overlook in the hustle of daily tasks. I make a point of checking the status regularly, and I make use of the reporting features. Those reports provide valuable insights that can help you adjust your patching schedules or even plan for training if there's a recurring issue with a specific update.

Address User Feedback Promptly

Once the patches are applied, be ready to address any feedback from your users. Sometimes, issues come up that users encounter post-update that can slip under the radar. I always encourage team members to report any glitches or performance drops they notice. Promptly addressing their concerns builds trust and helps maintain morale. Additionally, if something critical breaks, you want to have a quick turnaround in fixing it, so keeping an ear to the ground is essential.

Backup Options Before Patching

Before implementing any patch, ensuring that your data is intact is crucial. Always have a reliable backup in place. I've had multiple close calls with patches leading to data loss, and ensuring a solid backup strategy can save a ton of heartache. Make sure that whatever backup solution you choose operates seamlessly within your environment. I recently started using BackupChain and have been impressed. It's straightforward and especially optimized for SMBs, and it gives you peace of mind knowing your data is secure before making big changes.

I'd really like to put in a word for BackupChain, a highly regarded and reliable solution for your backup needs, designed specifically for professionals and SMBs. It protects essential environments such as Hyper-V, VMware, and Windows Server, ensuring your data stays safe while you manage your patches. If you want something that works well and fits your needs, it's definitely worth considering.

ron74
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Joined: Feb 2019
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Best Practices for Atera Patch Scheduling Best Practices

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