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Copyright © 2020 Ivanti. All rights reserved.Copyright © 2020 Ivanti. All rights reserved.
Silvia Dumitrescu
SEPTEMBER 2020
New Patch Automation Tool
for Patch Automation Campaigns
Copyright © 2020 Ivanti. All rights reserved.
Agenda
How we got here
Research and solution validation
Solution description
Key benefits
What’s next
Q&A
1
2
3
4
5
6
Copyright © 2020 Ivanti. All rights reserved.Copyright © 2020 Ivanti. All rights reserved.
IT professionals rank
SecOps as a top 10
automation priority
Challenge: The Ivanti team researched and tested a
better way to automate patching
Solution: New patch automation campaigns
Copyright © 2020 Ivanti. All rights reserved.Copyright © 2020 Ivanti. All rights reserved.
How we got here

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Join us this month as we recap the latest Microsoft and 3rd Party security patches released on September Patch Tuesday.

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Copyright © 2020 Ivanti. All rights reserved.
Why patch
automation matters?
Patch automation helps organizations keep
pace with the threat of ever-increasing
vulnerabilities. By automating the decision-
making process, including cross-checking
successfully completed patches, the possibility
of human error is diminished, including the
need for manual post-patching verification.
Result: IT admins have higher levels of
confidence, efficiency, and visibility. Security
teams keep better track of compliance levels.
Copyright © 2020 Ivanti. All rights reserved.
Copyright © 2020 Ivanti. All rights reserved.
Automation impact
Why patch automation matters?
Patch automation applies patches as soon as
possible, protecting vulnerable devices against zero-
day threats.
As seen with the Wannacry attack, delayed patching
of Windows SMB v1 protocol resulted in significant
loss of data, as well as significant financial impact.
Copyright © 2020 Ivanti. All rights reserved.
Copyright © 2020 Ivanti. All rights reserved.
New Patch Automation solution
Why introduce a new Patch Automation solution?
Ivanti has been offering EPM patch automation capabilities,
through Rollout projects for some time.
However, through external and internal feedback, Ivanti found
a potential problem: customers were using Rollout projects
with increasing difficulty.
Reasons:
• Complexity of bundled automated patching and software
distribution options
• Lack of a user-friendly, intuitive UX flow
Copyright © 2020 Ivanti. All rights reserved.
Copyright © 2020 Ivanti. All rights reserved.Copyright © 2020 Ivanti. All rights reserved.
Research and solution validation

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Copyright © 2020 Ivanti. All rights reserved.
Research & solution process
UX driven research process The process plan:
• Set clear goals for success criteria
• Select research targets and scenario
• Assess current journey map to discover
pain points
• Validate initial problem assumptions
• Consolidate research feedback
• Formulate solution options
• Select optimal solution
• Iterate research feedback on chosen
solution to reach first MVP
Copyright © 2020 Ivanti. All rights reserved.
Select solution from
multiple options
Patch Automation campaign wizard, with
simplified UX and guided tour
Research targets and scenario
• Research targets: Customers, Sales
Engineers, IT admins non-EPM users
• Scenario: start EPM and try to automate
patching through Rollout projects
Research & solution brief
Goals
New Patch Automation capabilities
are significantly more useful than
current Rollout projects options.
Iterate on solution for MVP
Multiple feedback iteration loops took place
internally to reach MVP format
Journey map and consolidated pain points
1.Automate patching w/ Rollout projects: unclear starting point
2.Read documentation: too much to go through
3.Define criteria: difficult to understand how to define
4.Start: no user feedback provided, unclear on actions
5.Let it run: unclear what to do next
UX research summarized steps
Copyright © 2020 Ivanti. All rights reserved.
The results validated the assumed problem existed.
Multiple pain points validated that patch automation through
Rollout projects were too complex and confusing for IT
admins patching needs.
Initial Research View
Users’ view of patch automation in Rollout projects
Research
Copyright © 2020 Ivanti. All rights reserved.
The new Patch Automation capabilities were validated
with 100% success from EPM users due to:
 Targeted patch only scope
 Ease of use
 Simple and self-explanatory UX flow
Patch Automation
Users’ view of new Patch automation campaigns
Validated solution

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Copyright © 2020 Ivanti. All rights reserved.
100% Buy-in for new
Patch Automation
solution from EPM users
Feedback from respondents was
overwhelmingly positive.
The participants were excited
about the new feature, pointed out
areas they liked, and made
recommendations for various
improvements.
Customers
25%
Sales
Engineers
75%
Copyright © 2020 Ivanti. All rights reserved.
90% Buy-in for new Patch
Automation solution from
non-EPM users with IT
admin roles
Feedback from IT admins
respondents, using other
software, was overwhelmingly
positive (Usertesting.com).
The participants pointed out areas
they liked and made
recommendations for various
improvements.
Difficult to find
10%
Easy to find
and use
90%
Copyright © 2020 Ivanti. All rights reserved.Copyright © 2020 Ivanti. All rights reserved.
Solution description
Copyright © 2020 Ivanti. All rights reserved.
Patch Automation workflow
Patch automation has a simplified workflow that is easy to follow:
1. Setup pre-requisites: download vulnerabilities, scan network for applicable ones, enable Application
Monitoring for user feedback reports
2. Create generic configuration options: setup basic definition, proxy settings, notification settings,
patching minimal configuration
3. Setup patch campaign: setup basic definition with start relative to Patch Tuesday, select OS-Products-
Severities, define test groups and associated test success criteria
Now sit back and let your new Patch campaigns run automatically every month!

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Copyright © 2020 Ivanti. All rights reserved.
Patch Automation workflow
Setup pre-requisites Setup generic configuration Setup Patch campaign
 Download vulnerabilities
 Scan for vulnerabilities
 Enable Application Monitoring for
user feedback reports
 Setup definitions (source site, OS,
language)
 Proxy settings
 Notification settings (e-mail settings)
 Patches configuration (storing
location, credentials)
 Start campaign: Patch Tuesday
 Select products, patch severity to
patch
 Define test groups (e.g. pilot group)
 Define successful pass test criteria
for targeted groups
Copyright © 2020 Ivanti. All rights reserved.
Setup prerequisites
Download vulnerabilities Scan for vulnerabilities Setup patch campaign
Download vulnerabilities
Path: Security and Compliance ->
Patch and Compliance ->
Download button ->
Download updates pop-up
Scan for vulnerabilities
Path: Security and Compliance ->
Patch and Compliance ->
Schedule task ->
Security task
Enable Application Monitoring for
user feedback reports
Path: Configuration->
Agent settings ->
Distribution and patch settings ->
User feedback
Copyright © 2020 Ivanti. All rights reserved.
Patch Automation Generic Configuration
Setup generic configuration
Definitions
IT Admins can define their preferred
update source site, multiple OS to target,
as well as multiple languages that require
support
Proxy settings
Notification settings
Proxy settings can be defined here
(server or HTTP-based), as well as
associated credentials
IT Admins can define their e-mail settings
if they would like to receive notification e-
mails at the end of each Patch campaign
step (plus test the connection)
Patches
This section allows definition of path
storing location, with credentials (plus test
connection), as well as patch cleanup
rules and cloud download specific O365
configuration options
Copyright © 2020 Ivanti. All rights reserved.
Setup generic configuration
Proxy settings Notification settings PatchesDefinitions

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Main areas of setting up an automated Patch campaign
Setup patch campaign
General
IT admins can define their new campaign
name, start date relative to Patch
Tuesday and make the campaign private.
Products and severities
Patch steps
Users can select from all supported OS,
Apps, as well as being able to decide
which severities to target
IT Admins can define their test groups:
pilot groups, extended groups, production
release groups. This step supports
definition of targets, test success criteria
and notifications.
Vulnerabilities
Users can select targeted vulnerabilities
for the first run of the campaign
(afterwards for each new monthly
campaign vulnerabilities delta will be
automatically determined)
Copyright © 2020 Ivanti. All rights reserved.
General
Patch campaign wizard
Products Severities VulnerabilitiesPatch steps Summary
Copyright © 2020 Ivanti. All rights reserved.
Patch steps - test groups advanced options
Acceptance criteria Approval & updatesDetails (targets)
Copyright © 2020 Ivanti. All rights reserved.
21 43 5
Setup Patch campaign:
Start Patch Tuesday - acceptance criteria:
run time N days + X% patch success
deployment + Y% bad reports, approval:
automatic
Patch Tuesday post campaign pre-requisite
assessment:
Patches are deployed to targets for first patch step;
timer for N days is set to allow IT admins to monitor
bad reports status
Next step starts:
The process resumes for the
next targets
Patch Tuesday:
Campaign pre-requisites assessment; all queued
vulnerabilities are used for evaluation; next
month’s campaign is auto generated
Patch Tuesday + N days:
Calculate deployed status and acceptance
criteria pass/fail; if acceptance criteria is
met, campaign moves to next step,
otherwise it stops
Patch campaign monthly run example

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Patch campaign reporting view
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Copyright © 2020 Ivanti. All rights reserved.Copyright © 2020 Ivanti. All rights reserved.
Key benefits
Copyright © 2020 Ivanti. All rights reserved.
Patch Automation
Key benefits
Patch Automation will continue to advance and become best practice. A few key benefits will drive its
adoption for new customers.
Decrease TTV
 IT admins will be able to avoid the hassle of manual, error-prone, tedious repair tasks and instead adopt
a fast and efficient manner of applying bulk patching processes without a long learning curve
 Faster automated processing will yield positive results in patching timelines, providing needed efficiency
to protect against the increasing number of vulnerabilities
 New IT admins which come into an existing organizational setup will have a shorter learning curve to get
up to speed with essential patching processes
Decrease security risks
 By moving away from manual tasks, the chance of not addressing vulnerabilities or zero-day attacks fast
enough, is decreased significantly
 Security teams will be able to better monitor and report on compliance risks
Copyright © 2020 Ivanti. All rights reserved.
Patch Automation
Key benefits continued
Increase IT admins efficiency
 By removing manual workload required for essential patching processes, IT admins will have the chance
to focus on other important areas of managing devices within their organization’s network
Existing patching processes unaffected
 Automated Patch campaigns can be adopted gradually within an organization, without any need to
remove patching processes already in place (manual repair tasks, Rollout projects usage)
 No requirement to migrate to the new solution

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The document summarizes a product update webinar held by David Habusha in September 2018. Key points include: - The release of a new Effective Usage Analysis technology to help identify vulnerabilities that pose an actual risk. - Support for additional platforms and package managers in the Unified Agent, as well as new build/CI tools. - Enhancements to the Fortify SSC integration including synchronized alerts. - Various workflow enhancements like user access control and conditional failing of builds. - Faster navigation features and a new customer community portal. - An outlook on additional features coming in Q4 2018 like enhanced GitHub integration and release reports.

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Copyright © 2020 Ivanti. All rights reserved.Copyright © 2020 Ivanti. All rights reserved.
What’s next
Copyright © 2020 Ivanti. All rights reserved.
Patch Automation
Upcoming Future Patch Automations
2020: Expand reporting capabilities
 Introduce compliance rates for Security teams’ monitoring
 Introduce granular details of patch vulnerabilities deployment success status at machine level, as well
as summaries: machines not requiring specific patches, machines already patched for specific
vulnerabilities, unreachable machines, machines requiring reboot
EOY 2020 + Q1 2021
 Gradually expose automated Patch campaign functionalities through APIs to Ivanti Cloud, as well as 3rd
party apps
Q1 2021
 Support on demand status refresh during step run, allowing IT admins to remediate machines
(requiring reboot) before the end of a step
Copyright © 2020 Ivanti. All rights reserved.
Patch Automation
Upcoming Future Automation Capabilities Continued
Patch Automation capabilities under consideration for future implementation (2021):
 Support automated Patch campaigns on remote console
 Expand scheduler to allow on demand campaign run, as well as flexible start dates not tied to Patch
Tuesday
 Patching processes support through autofix scope, instead of scheduled tasks
 Recommending pilot groups
Copyright © 2020 Ivanti. All rights reserved.
Patch Automation
Upcoming
We are basing our assessments for future improvements on market developments, but particularly on
customer feedback. We would greatly appreciate feedback provided through any of these channels:
 UserVoice
 Our own Patch Automation – Survey button – “What would make Patch Automation better?”

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The document discusses requirements engineering and analysis. It defines requirements elicitation, analysis, and specification. The goal of requirements analysis is to study user needs to define software requirements. A requirements specification precisely describes required functions, performance, constraints, and quality attributes. It also discusses types of requirements, the difference between requirements and design, and quality attributes.

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Q&A
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New Patch Automation Capabilities in EPM 2020.1

  • 1. Copyright © 2020 Ivanti. All rights reserved.Copyright © 2020 Ivanti. All rights reserved. Silvia Dumitrescu SEPTEMBER 2020 New Patch Automation Tool for Patch Automation Campaigns
  • 2. Copyright © 2020 Ivanti. All rights reserved. Agenda How we got here Research and solution validation Solution description Key benefits What’s next Q&A 1 2 3 4 5 6
  • 3. Copyright © 2020 Ivanti. All rights reserved.Copyright © 2020 Ivanti. All rights reserved. IT professionals rank SecOps as a top 10 automation priority Challenge: The Ivanti team researched and tested a better way to automate patching Solution: New patch automation campaigns
  • 4. Copyright © 2020 Ivanti. All rights reserved.Copyright © 2020 Ivanti. All rights reserved. How we got here
  • 5. Copyright © 2020 Ivanti. All rights reserved. Why patch automation matters? Patch automation helps organizations keep pace with the threat of ever-increasing vulnerabilities. By automating the decision- making process, including cross-checking successfully completed patches, the possibility of human error is diminished, including the need for manual post-patching verification. Result: IT admins have higher levels of confidence, efficiency, and visibility. Security teams keep better track of compliance levels. Copyright © 2020 Ivanti. All rights reserved.
  • 6. Copyright © 2020 Ivanti. All rights reserved. Automation impact Why patch automation matters? Patch automation applies patches as soon as possible, protecting vulnerable devices against zero- day threats. As seen with the Wannacry attack, delayed patching of Windows SMB v1 protocol resulted in significant loss of data, as well as significant financial impact. Copyright © 2020 Ivanti. All rights reserved.
  • 7. Copyright © 2020 Ivanti. All rights reserved. New Patch Automation solution Why introduce a new Patch Automation solution? Ivanti has been offering EPM patch automation capabilities, through Rollout projects for some time. However, through external and internal feedback, Ivanti found a potential problem: customers were using Rollout projects with increasing difficulty. Reasons: • Complexity of bundled automated patching and software distribution options • Lack of a user-friendly, intuitive UX flow Copyright © 2020 Ivanti. All rights reserved.
  • 8. Copyright © 2020 Ivanti. All rights reserved.Copyright © 2020 Ivanti. All rights reserved. Research and solution validation
  • 9. Copyright © 2020 Ivanti. All rights reserved. Research & solution process UX driven research process The process plan: • Set clear goals for success criteria • Select research targets and scenario • Assess current journey map to discover pain points • Validate initial problem assumptions • Consolidate research feedback • Formulate solution options • Select optimal solution • Iterate research feedback on chosen solution to reach first MVP
  • 10. Copyright © 2020 Ivanti. All rights reserved. Select solution from multiple options Patch Automation campaign wizard, with simplified UX and guided tour Research targets and scenario • Research targets: Customers, Sales Engineers, IT admins non-EPM users • Scenario: start EPM and try to automate patching through Rollout projects Research & solution brief Goals New Patch Automation capabilities are significantly more useful than current Rollout projects options. Iterate on solution for MVP Multiple feedback iteration loops took place internally to reach MVP format Journey map and consolidated pain points 1.Automate patching w/ Rollout projects: unclear starting point 2.Read documentation: too much to go through 3.Define criteria: difficult to understand how to define 4.Start: no user feedback provided, unclear on actions 5.Let it run: unclear what to do next UX research summarized steps
  • 11. Copyright © 2020 Ivanti. All rights reserved. The results validated the assumed problem existed. Multiple pain points validated that patch automation through Rollout projects were too complex and confusing for IT admins patching needs. Initial Research View Users’ view of patch automation in Rollout projects Research
  • 12. Copyright © 2020 Ivanti. All rights reserved. The new Patch Automation capabilities were validated with 100% success from EPM users due to:  Targeted patch only scope  Ease of use  Simple and self-explanatory UX flow Patch Automation Users’ view of new Patch automation campaigns Validated solution
  • 13. Copyright © 2020 Ivanti. All rights reserved. 100% Buy-in for new Patch Automation solution from EPM users Feedback from respondents was overwhelmingly positive. The participants were excited about the new feature, pointed out areas they liked, and made recommendations for various improvements. Customers 25% Sales Engineers 75%
  • 14. Copyright © 2020 Ivanti. All rights reserved. 90% Buy-in for new Patch Automation solution from non-EPM users with IT admin roles Feedback from IT admins respondents, using other software, was overwhelmingly positive (Usertesting.com). The participants pointed out areas they liked and made recommendations for various improvements. Difficult to find 10% Easy to find and use 90%
  • 15. Copyright © 2020 Ivanti. All rights reserved.Copyright © 2020 Ivanti. All rights reserved. Solution description
  • 16. Copyright © 2020 Ivanti. All rights reserved. Patch Automation workflow Patch automation has a simplified workflow that is easy to follow: 1. Setup pre-requisites: download vulnerabilities, scan network for applicable ones, enable Application Monitoring for user feedback reports 2. Create generic configuration options: setup basic definition, proxy settings, notification settings, patching minimal configuration 3. Setup patch campaign: setup basic definition with start relative to Patch Tuesday, select OS-Products- Severities, define test groups and associated test success criteria Now sit back and let your new Patch campaigns run automatically every month!
  • 17. Copyright © 2020 Ivanti. All rights reserved. Patch Automation workflow Setup pre-requisites Setup generic configuration Setup Patch campaign  Download vulnerabilities  Scan for vulnerabilities  Enable Application Monitoring for user feedback reports  Setup definitions (source site, OS, language)  Proxy settings  Notification settings (e-mail settings)  Patches configuration (storing location, credentials)  Start campaign: Patch Tuesday  Select products, patch severity to patch  Define test groups (e.g. pilot group)  Define successful pass test criteria for targeted groups
  • 18. Copyright © 2020 Ivanti. All rights reserved. Setup prerequisites Download vulnerabilities Scan for vulnerabilities Setup patch campaign Download vulnerabilities Path: Security and Compliance -> Patch and Compliance -> Download button -> Download updates pop-up Scan for vulnerabilities Path: Security and Compliance -> Patch and Compliance -> Schedule task -> Security task Enable Application Monitoring for user feedback reports Path: Configuration-> Agent settings -> Distribution and patch settings -> User feedback
  • 19. Copyright © 2020 Ivanti. All rights reserved. Patch Automation Generic Configuration Setup generic configuration Definitions IT Admins can define their preferred update source site, multiple OS to target, as well as multiple languages that require support Proxy settings Notification settings Proxy settings can be defined here (server or HTTP-based), as well as associated credentials IT Admins can define their e-mail settings if they would like to receive notification e- mails at the end of each Patch campaign step (plus test the connection) Patches This section allows definition of path storing location, with credentials (plus test connection), as well as patch cleanup rules and cloud download specific O365 configuration options
  • 20. Copyright © 2020 Ivanti. All rights reserved. Setup generic configuration Proxy settings Notification settings PatchesDefinitions
  • 21. Copyright © 2020 Ivanti. All rights reserved. Main areas of setting up an automated Patch campaign Setup patch campaign General IT admins can define their new campaign name, start date relative to Patch Tuesday and make the campaign private. Products and severities Patch steps Users can select from all supported OS, Apps, as well as being able to decide which severities to target IT Admins can define their test groups: pilot groups, extended groups, production release groups. This step supports definition of targets, test success criteria and notifications. Vulnerabilities Users can select targeted vulnerabilities for the first run of the campaign (afterwards for each new monthly campaign vulnerabilities delta will be automatically determined)
  • 22. Copyright © 2020 Ivanti. All rights reserved. General Patch campaign wizard Products Severities VulnerabilitiesPatch steps Summary
  • 23. Copyright © 2020 Ivanti. All rights reserved. Patch steps - test groups advanced options Acceptance criteria Approval & updatesDetails (targets)
  • 24. Copyright © 2020 Ivanti. All rights reserved. 21 43 5 Setup Patch campaign: Start Patch Tuesday - acceptance criteria: run time N days + X% patch success deployment + Y% bad reports, approval: automatic Patch Tuesday post campaign pre-requisite assessment: Patches are deployed to targets for first patch step; timer for N days is set to allow IT admins to monitor bad reports status Next step starts: The process resumes for the next targets Patch Tuesday: Campaign pre-requisites assessment; all queued vulnerabilities are used for evaluation; next month’s campaign is auto generated Patch Tuesday + N days: Calculate deployed status and acceptance criteria pass/fail; if acceptance criteria is met, campaign moves to next step, otherwise it stops Patch campaign monthly run example
  • 25. Copyright © 2020 Ivanti. All rights reserved. Patch Automation Patch campaign reporting view Patch campaigns currently report data at vulnerability and device level. The reports reflect their corresponding status at the end of each patch step (and their results are historically frozen).
  • 26. Copyright © 2020 Ivanti. All rights reserved.Copyright © 2020 Ivanti. All rights reserved. Key benefits
  • 27. Copyright © 2020 Ivanti. All rights reserved. Patch Automation Key benefits Patch Automation will continue to advance and become best practice. A few key benefits will drive its adoption for new customers. Decrease TTV  IT admins will be able to avoid the hassle of manual, error-prone, tedious repair tasks and instead adopt a fast and efficient manner of applying bulk patching processes without a long learning curve  Faster automated processing will yield positive results in patching timelines, providing needed efficiency to protect against the increasing number of vulnerabilities  New IT admins which come into an existing organizational setup will have a shorter learning curve to get up to speed with essential patching processes Decrease security risks  By moving away from manual tasks, the chance of not addressing vulnerabilities or zero-day attacks fast enough, is decreased significantly  Security teams will be able to better monitor and report on compliance risks
  • 28. Copyright © 2020 Ivanti. All rights reserved. Patch Automation Key benefits continued Increase IT admins efficiency  By removing manual workload required for essential patching processes, IT admins will have the chance to focus on other important areas of managing devices within their organization’s network Existing patching processes unaffected  Automated Patch campaigns can be adopted gradually within an organization, without any need to remove patching processes already in place (manual repair tasks, Rollout projects usage)  No requirement to migrate to the new solution
  • 29. Copyright © 2020 Ivanti. All rights reserved.Copyright © 2020 Ivanti. All rights reserved. What’s next
  • 30. Copyright © 2020 Ivanti. All rights reserved. Patch Automation Upcoming Future Patch Automations 2020: Expand reporting capabilities  Introduce compliance rates for Security teams’ monitoring  Introduce granular details of patch vulnerabilities deployment success status at machine level, as well as summaries: machines not requiring specific patches, machines already patched for specific vulnerabilities, unreachable machines, machines requiring reboot EOY 2020 + Q1 2021  Gradually expose automated Patch campaign functionalities through APIs to Ivanti Cloud, as well as 3rd party apps Q1 2021  Support on demand status refresh during step run, allowing IT admins to remediate machines (requiring reboot) before the end of a step
  • 31. Copyright © 2020 Ivanti. All rights reserved. Patch Automation Upcoming Future Automation Capabilities Continued Patch Automation capabilities under consideration for future implementation (2021):  Support automated Patch campaigns on remote console  Expand scheduler to allow on demand campaign run, as well as flexible start dates not tied to Patch Tuesday  Patching processes support through autofix scope, instead of scheduled tasks  Recommending pilot groups
  • 32. Copyright © 2020 Ivanti. All rights reserved. Patch Automation Upcoming We are basing our assessments for future improvements on market developments, but particularly on customer feedback. We would greatly appreciate feedback provided through any of these channels:  UserVoice  Our own Patch Automation – Survey button – “What would make Patch Automation better?”
  • 33. Copyright © 2020 Ivanti. All rights reserved.Copyright © 2020 Ivanti. All rights reserved. Q&A
  • 34. Copyright © 2020 Ivanti. All rights reserved. Copyright © 2020 Ivanti. All rights reserved. Thank You!

Editor's Notes

  1. Notes to add to IT professionals ranks SecOps as a top 10 automation prioritity. By automating the entire patching process from end-to-end, they can reduce the risk of downtime, ensure change compliance, enforce policy and controls, and provide a full audit trail. In fact, Gartner predicts that 99% of the vulnerabilities exploited by the end of 2020 will be ones already known by security and IT professionals at the time of the incident.
  2. Reinforce the points we made in the beginning
  3. Reinforce the points we made in the beginning
  4. Reinforce the points we made in the beginning
  5. Reinforce the points we made in the beginning