ConnectWise RMM Patching Best Practices: Tips and Tricks

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ConnectWise RMM (Remote Monitoring and Management) is a robust tool that simplifies patch management. With CW RMM, you can efficiently deploy updates, improve system security, and enhance overall performance. In this blog, we will delve into some best practices for ConnectWise RMM patching to ensure seamless updates and minimize disruptions.

Plan and Schedule Patching:

Before diving into patch deployment, develop a comprehensive patching plan. Identify maintenance windows during off-peak hours to minimize user impact. Create a schedule that accounts for critical patches and allows sufficient time for testing and deployment. Planning ensures a systematic approach to patching and reduces the risk of unexpected issues.


Utilize Patch Templates:
CW RMM offers patch templates, which are pre-configured settings for specific software applications or operating systems. These templates simplify the patching process by automatically selecting relevant patches and eliminating the need for manual selection. Leverage these templates to streamline patching operations and reduce human error.


Monitor Patch Compliance:
Regularly monitor patch compliance to ensure all devices are up to date. CW RMM provides real-time visibility into patch status and compliance levels. Set up alerts and reports to track devices that are non-compliant or require manual intervention. By monitoring patch compliance, you can quickly identify and address any vulnerabilities within your network.


Test Patches in a Controlled Environment:
Before deploying patches across your entire network, it is crucial to evaluate them in a controlled environment. Create a test group within CW RMM and deploy patches to a subset of devices for evaluation. This allows you to identify any potential conflicts or issues before rolling out patches to the entire network. Testing minimizes the risk of widespread disruptions.


Establish a Rollback Plan:
Despite thorough testing, unforeseen issues can occur during patch deployment. It is essential to have a rollback plan in place to revert changes if necessary. CW RMM allows you to create backup policies and establish restore points before patch installation. This ensures that you can easily revert to a stable state in case of any adverse effects caused by patches.

Educate End-Users:
End-user awareness is crucial for successful patch management. Educate your users about the importance of patches, the need for system updates, and the potential risks of delaying or ignoring updates. Encourage them to restart their devices after patch installations to ensure proper application. By fostering a culture of patch awareness, you can enhance the overall security posture of your organization.


Stay Informed about Vulnerabilities:
Stay updated on the latest vulnerabilities and security advisories related to your software applications and operating systems. Regularly check vendor websites, security bulletins, and industry news for information on newly discovered vulnerabilities. This knowledge allows you to prioritize critical patches and proactively protect your systems from potential exploits.


Conclusion:
Effective patch management is essential for maintaining the security and stability of your IT infrastructure. By following these best practices for ConnectWise RMM patching, you can ensure seamless updates, minimize disruptions, and protect your systems from vulnerabilities. Plan, leverage patch templates, test patches, monitor compliance, and educate end-users to establish a robust patch management process. With ConnectWise RMM, you can confidently deploy patches and safeguard your organization’s digital assets.

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Michael LaFond
ConnectWise Program Manager
New Charter Technologies

ConnectWise RMM Patching Best Practices: Tips and Tricks

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I truly view ProVal as a partner and extension of my team, not as one of my vendors

When our NOC Manager left last fall we wanted to replace the position with an outsourced NOC to reduce headcount, and bring in an expert to both Labtech and our backup solutions. Bringing in ProVal Technologies was one of the best decisions we made last year and has paid for itself.During our first few monthly recurring Labtech admin meetings the ProVal team discovered incorrect settings and policies that were not applying correctly in our Labtech server. Things that we thought were automated and working were not. For example, there were multiple scripts and policies running but set to do nothing such as disk cleanup scripts. Cisco Umbrella was not configured correctly. Server alerting was not set right and the list went on.The backup team sends daily and weekly reports and updates that reduce my technicians time that we used to spend on backup or antivirus tickets that took forever and were tedious.ProVal also brings in great insights to our business and really cares about our success. They will frequently mention to me in meetings what new scripts they can import to make us more efficient or will schedule upgrades to our backups, Labtech, etc so I don’t have to worry. I truly view ProVal as a partner and extension of my team not as one of my vendors.

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Chris Warnick
Vision Computer Solutions
Northville, MI

They will quickly become an extension of your team and your ROI will reflect the results

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Bryan Wolff
CEO, Wolff Logics LT Managed & Admin Services
Cedar Park, Texas

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Ben Prevost
FarWeb IT
Sherbrooke, Canada
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