Knowledge Base

Find answers to common questions and learn more about our services

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Year-end change freeze calendar reminder

## Overview Retail and accounting freeze November–January—plan infrastructure changes outside window. ## Calendar Populate PSA **global** freeze; aut...
patch-vulnerability-change-management msp seed-library
May 19, 2024 Read more →

Post-patch verification smoke tests

## Overview Patches close vulnerabilities only if services still run—automate smoke checks. ## Examples HTTP 200 on public portal, LDAP bind test acc...
patch-vulnerability-change-management msp seed-library
May 18, 2024 Read more →

Integration with ticketing for failed patches

## Overview Silent patch failures rot until ransomware—auto-ticket with context. ## Payload Device name, KB ID, error code hex, last successful reboo...
patch-vulnerability-change-management msp seed-library
May 17, 2024 Read more →

Reporting patch compliance to boards

## Overview Boards want trendlines—not CSV dumps. ## Visuals 90-day line of **%** compliant; aging buckets for critical CVEs; notable exceptions foot...
patch-vulnerability-change-management msp seed-library
May 16, 2024 Read more →

RMM automation groups by maintenance window

## Overview One global patch group angers global customers—map groups to time zones and business verticals. ## Design `--` naming; dynamic membership...
patch-vulnerability-change-management msp seed-library
May 15, 2024 Read more →

Patch exemption approval workflow

## Overview “Never patch production ERP Friday” needs formal risk acceptance—not verbal myth. ## Workflow Engineer requests exemption with technical...
patch-vulnerability-change-management msp seed-library
May 14, 2024 Read more →

Java and Adobe recurring cleanup SOP

## Overview Desktop Java/Reader sprawl invites exploit chains—inventory monthly. ## Actions Remove unused JREs; standardize on single supported versi...
patch-vulnerability-change-management msp seed-library
May 13, 2024 Read more →

Legacy OS exception register maintenance

## Overview Unsupported OS should die—until capital budget kills it, **register** every exception. ## Fields Hostname, OS version sunset date, compen...
patch-vulnerability-change-management msp seed-library
May 12, 2024 Read more →

SQL Server cumulative updates testing matrix

## Overview CU includes security + functional fixes—test apps before mass prod. ## Matrix axes App tier (ERP, DW, misc), test type (smoke, reporting...
patch-vulnerability-change-management msp seed-library
May 11, 2024 Read more →

Hypervisor patch staging order

## Overview Cluster patch order prevents split-brain or unnecessary VM downtime. ## Typical order 1. Backup verification reminder. 2. **Non-owner** n...
patch-vulnerability-change-management msp seed-library
May 10, 2024 Read more →

Rollback criteria before approving changes

## Overview Define **when** to abort before starting—not during panic. ## Examples Auth failures >1% synthetic checks; latency >2× baseline 10 minute...
patch-vulnerability-change-management msp seed-library
May 9, 2024 Read more →

Change ticket minimum fields for compliance

## Overview SOC2 auditors sample tickets—missing fields fail controls. ## Required fields Requester, CAB approval (if high risk), backout plan, affec...
patch-vulnerability-change-management msp seed-library
May 8, 2024 Read more →