Enabling and Managing Patch Approval in SanerCVEM

Modified on Sun, 22 Jun at 4:24 PM

Purpose:
This article provides guidance on how to enable and configure Patch Approval within the Saner Patch Management (PM) module to control which patches can be deployed to endpoints.


Use Cases:

  • Enterprises requiring governance around patch deployment

  • Admins who want to define automated approval rules

  • Security teams that need tighter control over critical updates


Steps to Enable Patch Approval


Step 1: Access Patch Configuration

  1. Log in to the Saner Console.

  2. On the Saner PM Dashboard, click the gear icon ⚙️ to access Patch Configurations.


Step 2: Enable Patch Approval

  • Click the Configuration button to enable patch approval functionality.


Step 3 [Optional]: Enable Auto Patch Approval

  • Click Enable Auto Approval to configure automatic patch approvals.

  • Configure:

    • Patch Group: Choose from All, Security, or Non-Security

    • Patch Severity: Select from All, Critical, High, Medium, Low, or None

    • Patch Released Days: Number of days after vendor release to consider for auto-approval


Step 4: Patch Cleanup Configuration

  • Set the number of older patch versions Saner PM should retain for rollback or backup.


Step 5 [Optional]: Enable Job Approval for Non-Approvers

  • Enable the Job Approvals checkbox to allow non-approver users to create jobs for already approved patches.


Step 6: Save Configuration

  • Click Update to save your patch approval settings.



Managing Patch Approval Access


Default Behavior:

  • Admins and Org Admins have patch approval access by default.

  • New users also get patch approval access unless marked as read-only.


To Grant Access:

  1. In Patch Configuration > Patch Approval Access table:

  2. Select a user and click Grant to provide approval rights.


To Revoke Access:

  1. Select the user in the table.

  2. Click Revoke to remove approval rights.



Additional Notes

  • Use the Search box to quickly find users.

  • Email and roles are shown alongside approval access status.

  • Users with patch approval can approve both patches and remediation jobs.

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