Saner Patch & Compliance Management: Test and Deploy for Automation Overview

Overview

The Test and Deploy feature in Saner Patch Management (PM) and Compliance Management (CM) combines the speed of automation with the assurance of pre-deployment testing. It allows administrators to automate patching and compliance remediation tasks while ensuring that updates are thoroughly tested before deployment.

This feature helps reduce risk, maintain consistency, and ensures critical updates are validated in real-world conditions—all without manual intervention.

Key Highlights

• Automates patching and compliance remediation with a built-in pre-deployment testing phase.

• Supports defining success criteria for testing to validate updates before deployment.

• Allows grouping of devices into Test Groups and Deployment Groups for controlled rollouts.

• Fully automates the process from testing through deployment once success criteria are met.

• Reduces risk and ensures updates are validated before impacting production systems.

Steps to Create a Test and Deploy Automation Task in Patch Management

Step 1: Log in to Saner CVEM Console

• Open your browser and log in with your administrator credentials.

Step 2: Access Patch Management Module

• Navigate to the Patch Management module from the main dashboard.
  
  

Step 3: Open Automation Feature

• On the top toolbar, select Automation.

• The console will display all assets of the selected group.

Step 4: Select Assets and Create Automation Rule

• Select the target assets using the checkboxes.

• Click Create Automation Rule at the top-right corner.

Step 5: Configure Patching Options

• Now update the Task Name and Task Descriptions and Enable the End Point Notificationsons if needed and Click On Next button
  
  

• In the Patching Options tab, select the patch installation type:

  • Security Only Patches

  • Security & Non-Security Patches

  • Feature Updates

• If you need to run scripts as part of the automation, select Remediation Scripts and upload the required scripts and Click on Next Button.
  

Step 6: Select Deployment Scope

• Under Deployment Scope, choose the Deployment Groups where the test patches will be deployed.

Step 7: Enable Test Before Deployment

• Enable Test Before Deployment.

• Select Test Devices and define Test Success Conditions:

  • Asset succeeded on all test devices

  • Asset succeeded on at least one test device with no failures
    

Step 8: Configure Deployment Schedule

• Set the Test Schedule according to your preference:

  • After Scheduled Scan,Daily, Weekly, Monthly,  

• Configure Reboot Control as needed.

Step 9: Create Automation Rule

• Once all configurations are complete, click Create Rule.

• The automation will now execute the testing phase, validate success conditions, and proceed with deployment automatically.
  

Benefits of Using Test and Deploy for Automation

• Risk Reduction: Ensures patches and updates are validated in a test environment before reaching production.

• Consistency: Maintains uniform deployment across all endpoints.

• Efficiency: Fully automated testing and deployment process saves time and reduces manual effort.

• Controlled Rollout: Allows administrators to define test and deployment groups for phased updates.

• Reliability: Provides confidence that updates will succeed without impacting business operations.

Conclusion

The Test and Deploy for Automation feature in Saner CVEM Patch and Compliance Management allows organizations to achieve the perfect balance between speed and safety. By automating patching and remediation while validating updates on test devices first, administrators can ensure smooth, reliable, and risk-free deployment across all endpoints.