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How NOT to do Patch Management for IT companies

Man with SlegehammerThis week saw Microsoft Patch Tuesday, the second Tuesday of each month where Microsoft release security patches for their Operating Systems and Applications.

A number of IT companies have since mentioned that they’d observed peculiar behaviour with Windows 7 PC’s since they had been updated, where after booting up, Windows 7 failed to load the Desktop.

While this type of update, one which seems to cause more problems than it fixes, is now rare – it causes gnashing of teeth from clients, who perceive no benefit from such patches and see them as a obstruction to getting on with their work, and naturally it causes pain for IT providers who have to deal with irritated clients.

Let’s turn off Windows Update!

But the way in which some IT companies choose to deal with this challenge scares me. Their thinking goes along the lines of “If Windows Updates are causing my client, and me, a problem then I’ll turn off Windows Updates”.

As the former owner of an MSP I’ve seen examples of this myself when winning a new client away from an incumbent IT provider. PC’s and Servers haven’t been patched for months, if not years. Widely known vulnerabilities aren’t secured. Operating Systems and Applications lag Service Pack’s behind currently supported minimums.

This approach to using the virtual Sledgehammer to crack a Walnut isn’t restricted to patching alone.

  • That Line-of-Business Application doesn’t work. It requires write access to a folder on the C:\ drive, but I’m not sure which folder. I’ll grant Full access to the C:\ drive.
  • This application needs a port opening on the Firewall. We’ve opened the required port, but it still doesn’t seem to be working. Let’s just put the machine in question in a DMZ.
  • This employee needs access to this network folder. I can’t remember which Active Directory group I should add that user to to gain access, so I’ll give the employee’s user account full access to the folder directly.

In each case, instead of providing a best practice granular solution, the IT company is going for the quick fix. Sure, it gets the job done – but at what cost in the long-term?

So how to do Patch Management properly?

If you’re a Managed Service Provider, then you really, really need to be using an Remote Management and Monitoring (RMM) tool. For the purposes of this blog, I’m going to choose GFI Max – I used it in my own MSP, it’s easy to deploy, it’s cost effective and it does patch management very, very well. But you could also consider using a tool like Level Platforms or Centrastage to do a similar job.

With GFI Max, you deploy an agent to each workstation or server. Once deployed, you have full control over the patches you can deploy to that machine – and not just Microsoft patches, but patches from numerous 3rd Party companies too.

But this isn’t just an “on/off” switch for patches – it allows you to be much more granular in your approach. For instance, instead of automatically deploying patches you can be alerted to the fact they are available, and make a decision on whether to install those patches on a selective basis.

(BTW – GFI Max doesn’t just cover patching, it also highlights vulnerabilities. So you’re constantly being alerted to new weaknesses and how to resolve them).

GFI Max Patch Management Screen Shot

If you decide to automatically install updates, then you can do so on a more granular level. For instance you could choose to install Critical updates, but not Moderate or Low level updates.

GFI Max Patch Management Screen Shot

Naturally you can choose a schedule of when to install updates, and whether to reboot once those updates are applied.

GFI Max Patch Management Screen Shot

Which leads us to the common question that most MSP’s are comfortable with some PC’s being rebooted automatically, but not others – for example, Servers or Mission Critical PC’s.

This is where the granular approach in GFI Max really pays dividends. You could choose to automatically reboot Workstations, but not servers. Or you can tell certain workstations to reboot, but mission critical workstations not to. The benefit of being granular in the approach is that you can deal with Workstations, Servers, Client Sites and even individual machines in a very specific manner – all the while being centrally maintained.

GFI Max Patch Management Screen Shot

This granularity allows you to make choices over how you tackle patch management, not as a “one size fits all”, not as “Patches are on” or “Patches are off” – but in a sensible, intelligent way.

What if I’m a Break/Fix Provider?

If you are an aspiring Managed Service Provider, but most of your clients are still working with you on a Break/Fix basis, then Patch Management is the ideal way to help that client dip their toe into the Managed Services waters.

Let’s take the smallest of clients. One PC, works from home. You speak once a month or so when they need assistance. By installing GFI Max (or your choice of RMM tool) you can offer a secure Patch Management service. Cost to you – likely less than £1. Bill to client? Your choice. £5, £10/month?

Friends Don’t Let Friends Use WSUS!

Of course, the hard-core technicians amongst us will scoff at paying a RMM tool vendor to use their software. “You can do all this stuff for free!”.

You certainly can. You can leave Windows Update turned on automatically for free – but remember the start of this post? It doesn’t always work out for the best.

You can also use WSUS – Windows Software Update Services. It’s a free tool from Microsoft and a centralised way of managing patches. But there’s a phrase that many of us in the MSP market use – “Friends Don’t Let Friends Use WSUS”.

WSUS is fine for an internal IT department managing a single clients infrastructure. But it’s unwieldy, it’s time consuming and it’s noisy. Multiply the time you spend managing one WSUS installation by a dozen, or ten dozen clients – and as an MSP you’re wasting a lot of time and profit.

Conclusion

Turning off Windows Update as a way to solve your Patch Management headaches isn’t the answer.

You can use free tools such as WSUS to do Patch Management, but not effectively across multiple sites.

Or you can install an RMM tool and begin to realise that a Managed Service Provider looks to automate and centrally manage like Patch Management – knowing that their time is better spent undertaking tasks that clients perceive to add real value to the relationship.

Taking a look at GFI Max Patch Management

GFI Max LogoI mentioned in an earlier blog post that one of the vendor relationships my business has really committed to since we went through a merger is GFI Max. Prior to the merger, my business was using GFI Max and the business we merged with was using Kaseya – and we had to make a choice over which RMM (Remote Monitoring & Management) tool to use as a merged company going forwards.

All signs pointed towards using Kaseya – it was more powerful, with greater scripting capabilities and more advanced features. But it required an investment in time to un-tap that advanced functionality, time we didn’t have with everything happening as part of the merger process. Additionally, Kaseya required a significant financial investment. In contrast, GFI Max had a smaller feature set, but could do 80% of what we wanted “out of the box” with little or no training required, and a much smaller up-front investment.

We were upfront with both vendors about our feelings, and it was the GFI Max team who came through strong here – being open and honest about their plans, sharing their roadmap with us and committing to it.

The decision was made to the GFI Max guys, and I’m pleased to say we’ve never regretted that. I know many similar companies that have really invested time and money into their relationship with Kaseya, and are reaping the rewards, but for us GFI Max is now one of our key vendors.

We’ve held the guys in Scotland to their promises though – and one of the commitments GFI Max made was to plug the gap in their tool where there was no centralised Patch Management capability. Since Hound-Dog (as GFI Max used to be known) became part of the GFI Software family, we’ve been itching to see the GFI product line such as GFI LanGuard integrated into GFI Max. This past week, David Hay and Mark Petrie at GFI Max shared with us a sneak peek at Agent v8.5.0 Release Candidate, which would incorporate Patch Management into the GFI Max tool. I thought I’d share that sneak peek with the readers of this blog, as I know many of you are fellow GFI Max users yourselves.

The new Patch Management and Vulnerability features are incorporated into the existing Advanced Monitoring Agent deployed to Workstations and Servers when Agent v8.5.0 RC is deployed.

Once deployed, you’ll find a new folder called “LANguard 10 Agent” appears on the C:Program FilesGFI directory of workstations and servers, and a new GFI LANguard 10 Agent Service begins to run. You’ll also spot a new Windows Process called “lsass.exe” running.

LanGuard 10 Agent Install ScreenshotWe’re told that a more white-label approach to conceal this directory and service will be used in an upcoming Agent release, in line with the rest of the GFI Max suite.

GFI Max Patch Management Settings ScreenshotThen you can enable the Patch Management settings from the Dashboard Settings menu, under a new menu item.
From this new settings section, you can be very granular about how Patch Management is handled – doing so via a hierarchical structure which is inherited down by Server/Workstation, Client and individual machine. The feature can be turned on or off, or customised, at any level.

As well as patches, there is the capability to scan for Vulnerabilities – using known many of the well known Vulnerability databases.

Talking of databases – both patches and vulnerability scans cover Microsoft plus a lot of 3rd party software too. Mozilla, Adobe and other products are already scanned for.

You also have the option of enabling the feature to scan only (where you can manually view the Patches and Vulnerabilities in a report) or by generating an Alert, which will be highlighted on the GFI Max Dashboard and/or within your PSA tool.

Those of you familiar with Windows Software Update Services (WSUS) will also appreciate the ability to auto-approve Microsoft Patches at different levels – from Critical only, through to all updates.

After enabling, deployment and scanning should start to happen within two 24×7 Check schedules – so around 30 minutes or so.

GFI Max Checks ScreenshotOnce the scans begin to happen, and if Alerting is turned on, you’ll see a Vulnerability Check appear on the Checks section of the Dashboard for each deployed agent – this will show the number of missing patches and any Vulnerabilities identified.

If you click on the blue underlined details next to the Alert, you’ll be able to drill down into a report that shows the Missing Patches and Vulnerabilities.

GFI Max Patch Management Settings Screenshot

From this screen, you’ll then be able to select Patches for deployment as you choose. Simple!

Points to note – Vulnerabilities are highlighted, but you’ll need to manually go and fix them. Naturally there is no simple way (nor would you want to) click a box to patch a MySQL installation, or update a Firewall.

Also, if a patch is deployed which *doesn’t* have a silent installation option, when deployed this will need user interaction.

Additionally, if a patch requires a reboot, you’ll need to make arrangements for this. GFI Max won’t automatically reboot your machine.

Thankfully, most vendors provide silent installation options which don’t require a reboot, so this won’t be an issue – but GFI tell us they’ll provide a feature to highlight those patches that *do* experience these issues in an upcoming release so you can be aware of the additional steps you need to make.

It’s worth noting that you can also specify a Site Concentrator – a server agent which will act as a Cache from which all other Agents will download their updates. This gets around the problem of dozens or hundreds of agents all trying to download the same updates via the Internet and clogging up the bandwidth.

One caveat to be aware of is, that at this RC release of the Agent, you can’t specify the directory to download patches to. Therefore if you’re short of space on a Server C: drive, it may be worth re-installing the Agent to a drive where there is drive space free to store downloads.

There is also what looks like a strong reporting facility for generating documents to share with clients – perhaps when doing a Network Admin visit or up-front assessment of a new client, it’d be possible to highlight all the areas that are vulnerable or require patching.

Additionally, the Vulnerability and Patch scan can be incorporated into the Daily, Weekly and Monthly reports – so you can highlight patches installed, missing or Vulnerabilities therein.

If you’re more a visual person then I’d encourage you to head to YouTube – GFI’s Chris Martin has made a Demo Video available of the new Patch Management features across on YouTube

Closing notes – Release date for the Release Candidate Agent should be sometime this week – in fact, I wouldn’t be surprised if by the time you’d read this and visited your GFI Max Dashboard, you see the Patch Management features available!

If you’re a GFI Max client and would like to feedback to them anything about this new feature or anything else – I’d strongly urge you to check out the LinkedIn Discussion group at http://www.linkedin.com/groups?mostPopular=&gid=1986499 – there’s a ton of talk going on which the GFI Max team actively monitor and respond to, and it’s a great example of a vendor engaging with their clients in a proactive fashion. We use the group ourselves and there is a good vibe there!

So there you have it – a one-stop-shop for deploying Patches and highlighting Vulnerabilities on client workstations and servers! We’re excited to have this functionality after patiently waiting for it, and it re-affirms our faith in GFI Max to deliver on their promises. Thanks to David and Mark at GFI Max for taking the time to share this with us, and in turn, allowing me to share with my blog readers!

 

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