ConnectWise Automate: Creating a Custom Patching Group

We will walk you through the process of creating a custom patching group in ConnectWise Automate. This custom configuration allows you to set up different patching setups for specific agents, ideal for clients with unique patching needs.

Step By Step:

1. Open the Control Center.
2. Go to “Browse” and then navigate to “Groups.”
3. In the “Groups” section, select the location where you want to create the new group. In this case, it’s under the “Patching” section.
4. Right-click and select “Create Group.”
5. Name the group. For this demonstration, it’s called “Demo Patching Group.”
6. Choose to create the group as a “Manually Populated” group (this means you won’t use a search or automation to populate the group).
7. After naming and selecting your group type, click “Create” to finalize it.
8. Once the group is created, close out of this window.
9. Open the Patch Manager by going to “Automation” and selecting “Patch Manager.”
10. Once the Patch Manager opens, go to “Configuration” in the upper-right corner.
11. In the Configuration section, click on the “Group Actions” button.
12. Select “Add Existing Group.”
13. Scroll down to find the group you just created, in this case, the “Demo Patching Group.”
14. Once you find it, click on it to select it, then click “Okay.”
15. The group should now appear in the Patch Manager.
16. Since this is a custom group, move it to the bottom of the list to ensure the settings apply to the agents.
17. Once the group is in place, select the appropriate update policy, reboot policy, and any approval settings you wish to apply just to this group.
18. This completes the process of creating a custom patching group in Automate.