Introduction
This innovative feature is designed to manage various patching dependencies systematically, including but not limited to:
- Dependent group patching across different stages (QA, Staging, Pre-Prod, Prod)
- Application layer patching (DB, Backend, Frontend)
- High-availability (H/A) server patching
Sequence Patching Section
This section specifies the user journey in creating a new sequence patching plan.
- Users will have a Dedicated Screen to Create Sequence Patching
- Creating Sequence Patching Plane will take place Under the Patches Section
Sequence Patching Screen
This section specifies the user journey in creating a new sequence patching plan.
Create New Sequence Patching
The user will be able to create a Sequence Patching Plan by Pressing on ‘+ADD’ Button
Sequence Patching Plan Will be Created with the following data:
- Name - Sequence Patching name
- Description - Sequence Patching Description
- Remediation Plans
- Add Remediation Plans
- Stet Steps (Remediation Plans) Orders
- Every Step (RP Selection) will have to be set with the following data :
- Activation criteria - Define the Activation criteria of the Previous RP to trigger the Current RP Activation
- Approval Method - Define How to trigger Activating Current RP, Concerning the configured success criteria
- Manual Approval
- Automatic Approval
- This Section will not appear in the 1st RP (nothing to approve).
- Buttons
- Save
- Will be enabled only if all Mandatory filled are filed
- Only SAVE the Sequence Patching Plan
- Save & Activate
- Will be enabled only if all Mandatory filled are filed
- SAVE the Sequence Patching Plan & Auto Activate the 1st Remediation Plan
- Save
Select Remediation Plans and set the Sequence
When the User presses the ‘Add Remediation Plan’ Button a Pop-Up window will be displayed with a table list that contains all relevant RPs (Only RPs in Ststus ‘Activation Required’ Under Column ‘New’) to Sequence.
Info Text will be displayed
Please select Remediation Plans for the Sequence Patching Process
You Must select at least Two Remediation Plans
Remediation Plans Table List
The table will Include Remediation Plans :
- Statuses - Activation Required
- Not Exist on other sequence Patching plans
The table will Include the following data:
- Remediation Plan Name
- Remediation Plan ID
- Description
- Emergency - Whether the RP is set as Emergency - Yes / No
Table Filters
- Search - Search by RP-ID or Name (Contain)
- Remediation Plans - Dropdown List of all Remediation Plans Only in Status - Activation Required (Undder Column - 'New')
- Emergency - Dropdown with - Yes / No
Refresh - Will Refresh the Entire Table & display the Current Data Statuses
Clear Filters
User Select Remediation Plans
When the User selects Remediation Plans: Counting Text will be displayed on Top (Same as on Patches Catalog) - xx Remediation Plans where selected
- Save Button
- The save button will be Disable till
- The User Select at Least Two Remediation Plans
- A tooltip will be displayed on Mouse Hover: You Must select at least Two Remediation Plans
The user will be able to add additional Remediation plans to the list by Pressing on the ‘+ADD’ Button - Selected RPs will be marked
Sequence Order, Activation Criteria & Approval Methods
When the User selects Remediation Plans & Press on the Save Button: Pop-Up will be Closed & a Table with Selected Remediation Plans will be displayed with the Following Data
Added Remediation Plans Table List
The table will Include the following data (Columns):
- Columns
- Change Order - Ability to Drag (Up / Down) the current line & change the sequence patching Order
- Remediation Plan ID - Display the Remediation Plan IDs
- Description - Display RP Description (if it exists)
- Created By - The user who creates the RP
- Activated By - The user who activates the RP
- Emergency - Whether the RP is set as Emergency - Yes / No
- Activation criteria - (see above)
- Approval Method - (see above)
- Table Filters
- Search - Search by RP-ID or Name (Contain)
- Remediation Plans - A dropdown List of all Remediation Plans Exists on the Current Sequence Patching
- Created By - A dropdown List of all Users Create the Remediation Plans Exists on the Current Sequence Patching
- Emergency - Dropdown with - Yes / No
- Sequence RPs Actions
- Delete
- Will be Disable on the 1st RP
- Will display a warning message: Are you sure you want to remove this Remediation Plan from the Sequence Patching Plan? This will affect the Order of the Sequence Patching & require additional settings of Approval Methods / Activation Criteria (Yes / Close)
- YES - Will Remove RP from the Sequence and refresh the Table
- Close - No Changes
- Edit
- Will Open the Pop-Up to Edit selected RP Parameters - Approval Methods & Success Criteria
- Delete
- Table Global Actions
- Refresh - Will Refresh the Entire Table & display the Current Data Statuses
- Clear Filters
Setting Activation Criteria
Define WHAT is considered successful to Start the current step of the process - This means Under what conditions to activate the Current RP
There are two options to add the success criteria:
- The modal will include two options, which will be selected by a radio button that the user must select between.
- The success criteria start with a drop-down list with the following percentage options: 10% through 100%. The text should be: “<percentage%> of the total actions should be installed on all of the devices”.
- In the percentage drop-down list, there will also be a “custom” option that will allow the user to insert manually the value.
Option-1
- Dropdown Percentages - 10-100%
- Calculated based on ACTIONS (total actions that are needed to be performed on a total number of endpoints. (i.e. there are 10 patches needed on 10 endpoints 10*10 = 100 actions).
Option-2
- Dropdown Percentages - 10-100% (For Devices & Compliance)
- Calculated based on the compliance of a percentage of the devices, means those endpoints are supposed to have at least the configured percentage
- The text should be: “<Percentage%> of the devices should have <Percentage%> compliance
- When selecting the radio button - the following message will appear - “Please note that if the percentage chosen in the success criteria is not 100% the Next step might be still executed.”
Setting Approval Method
Define How to start the Current step of the sequence Patching process, which means How to Activate the current RP
The approval Method will be enabled only after Setting Success Criteria
The following approval methods should appear in a drop-down list:
- Manual Approval
- Automatic Approval
Manual
- When the previous RP Reach the Activation criteria - The Current RP Status is set to ‘Manual Approval’
- The RP will be Placed in the ‘Pending’ Column & Status will be ‘Sequence Manual Approval’ (New Status - Purple dot)
- A tooltip will be displayed on Mouse Hover: This Remediation Plan is part of the sequence patching plan [Sequence_Name], and Waiting for Manually Activation to continue.
- The user will have to manually activate the RP to continue the Sequence Process
Automatic Approval - The previous RP Reach the Activation criteria
- When the previous RP Reach the Activation criteria - The Current RP (Next Step) Will be Auto Activated
- If the previous step (RP) does not reach the success criteria despite reaching the maximum number of retries, the user will have the option to manually move to the next step (Same as displayed for Manual Approve) - By Activating the current RP
Note: Approval Method will be Disable for the 1st RP on the List
Approval Method on Table List
Approval Method will be displayed on Table List as :
- Manual Approval
- Automatic Approval
A tooltip will be displayed on Mouse Hover for Full Details
For All Approval Methods - If the RP does not reach the Activation criteria, the user will have the option to manually move to the next step on the Sequence Patching Plan - By Ignoring the Criteria and activating the Current RP.
The sequence will continue according to order and criteria, in the Next Steps
Activation Criteria on Table List
Activation criteria will be displayed on Table List as :
- Option-1 - will be displayed as [Precentage] of total Installation
- Option-2 - will be displayed as [Precentage] of [Precentage] Installation
A tooltip will be displayed on Mouse Hover for Full Details
Set Sequence Order
User will be able to drag Up and down RPs to Set Sequence Order (Same as on Agent & Tools > Tools Catalog > Policy) - Bases on Order
- When a User Drags an RP, A Confirmation will be displayed when the User changes Priority :
- Are you sure you want to change the Order of the Sequence Patching?
This will affect the Sequence Patching Approval Methods and Activation Criteria (Yes / Close) - When the User Confirms Pop-Up
- Sequence Patching will be Saved respectively
- Error Icon will be displayed in relevant RPs (See above)
SAVE Sequence / Save & Activate
- The ‘Save’ & ‘Save & Activate’ buttons will be enabled only if all mandatories fields are filled
- Save - Will Only Save Sequence Patching Plan
- Save & Activate - Will Save Sequence Patching Plan & Auto-Activate the 1st RP
- Press on ‘SAVE’ Will close the expanded view of the stage and display only the name of the stage
Detailed Functional Requirements
Table information:
- Name - Sequence Patching name
- Description - Sequence Patching Description
- Created By - Who created or last edited the sequence patching plan
- Status (Keep Colours)
- Activation Required - For Saved Sequence Patching that is not Activated
- Active (In-Progress) - For Activated Sequence Patching (Currently Running)
- Completed - For Sequence that completed (All RPs Completed)
- Canceled - For Sequence Patching that was Canceled or One of the running RP was Cancelled
- Current Remediation Plan
- ID
- For “Activation Required” Sequence Patching - 1st RP
-
For “Active (In-Progress)” Sequence Patching there are 2 Options :
- The ID of the RP that is Currently Running
-
The ID of the RP is Supposed to be Manual Approved
- For Canceled - The ID of the Running RP that was Cancelled
- For Completed - The ID of the Last Completed RP
- State
- The relative position of the RP concerning the total RP in the Sequence Plan (example: 2/5)
- Status
- Current RP Status, Same as RP Location (On RP Dashboard) - Activation Required, In-Progress, Completed, Canceled, etc...
- ID
- Next Remediation Plan
- Remediation Plan ID of the Next RP that is supposed to Start (After the Current RP) Based on Sequence Order
-
Activation Criteria
- Define the Activation criteria As configured on the RP Setting
- Will be displayed as :
-
Option-1 : [Precentage] Installed (example: 80% Installed)
-
Option-2: [Precentage_1] Endpoint with [Precentage_2] Compliance (example: 80% endpoint with 95% compliance)
-
A tooltip will be displayed on a mouse Hover: Define the considered successful to move to the next step of the sequence plan process
-
- Approval Method - As configured for RP
- Automatic Approval
- Manual Approval
Actions
- Edit
- Will Be Enabled Only for Sequence Patching in Statuses - Activation Required
- Edit Icon will be Disable for Sequence in Progress, Mean Current RP is in Statuses: Pending, In-Progress, Manual Approval
- A tooltip will be displayed on mouse hover - Unable to Edit an Active sequence patching
- A tooltip will be displayed on the mouse hover - Edit
- Click on the Icon Will Open the Sequence Patching Setting as Editable
- View
- Will Replace the Edit Icon
- In General Will Be Enabled Only for Sequence Patching in Statuses - Active, Completed, Canceled
- A tooltip will be displayed on the mouse hover - View
- Click on the Icon Will Open the Sequence Patching Setting as View Only
- Cancel
- Will Be Enabled Only for Sequence Patching in Status - Active
- Cancel Icon will be disabled for Sequence in Statuses: Activation Required, Completed, Canceled
- A tooltip will be displayed on the mouse hover - Cancel
- Click on Cancel
- A warning message will be displayed: You are about to Delete the sequence patching plan - [Sequence_Name] For this purpose, the RP that is currently running must be canceled.
Are you sure you want to cancel the remediation plan to cancel the entire sequence patching plan?
- Cancel Immediately
- For active remediation plans. JetPatch will cancel the remediation plan immediately without considering the current running activity and it won't execute any new activity related to this remediation plan
- Cancel on RP completion
- Will cancel the remediation plan after the current in-progress workflow is finished
- Cancel Immediately
- A warning message will be displayed: You are about to Delete the sequence patching plan - [Sequence_Name] For this purpose, the RP that is currently running must be canceled.
-
- The Sequence Patching Process will be Canceled after the RP Cancelation & won’t continue to the next RPs
- All Non-Activated (Pending Activation / Manual Approval) RPs will be released from the sequence - Displayed as Regular New RPs (No 'S' Icon)
- Delete
- Will Be Enabled Only for Sequence Patching in All Statuse - Activation Required, Completed, Canceled
- Delete Icon will be Disable for Sequence in Progress, Mean Current RP is in Statuses: Pending, In-Progress, Manual Approval
- A tooltip will be displayed on mouse hover - Unable to delete an Active sequence patching
- A tooltip will be displayed on the mouse hover - Delete
- Click on Delete
- A confirmation message will be displayed: You are about to Delete the sequence patching plan - [Sequence_Name] Are you sure you want to Delete the entire sequence patching plan? (Yes / Close)
- YES - Sequence will delete the Sequence Patching Plan
- Close - No Changes
- A confirmation message will be displayed: You are about to Delete the sequence patching plan - [Sequence_Name] Are you sure you want to Delete the entire sequence patching plan? (Yes / Close)
- Manual Approval
The Manual Approval Icon will be Enabled Only for :
- Active (In-Progress) Sequence Plan
- Prev RP is Completed
- Icon Functionality & View
- Approval Method (Next RP) Set as - Manual Approval
- Icon Color - Blue (Standard)
- Tooltip on Mouse Hover - Sequence Manual Approval
- When the User Activates the RP That is associated with the Sequence Plan a Pop-Up Warning will be displayed: The Sequenced Remediation Plan reaches the success criteria. Are you sure you want to Continue the Sequence plan & Manually Activating this remediation plan? YES / NO
- Activate
- Will be Displayed Only for New Sequence - Status ‘Activation Required’
- Tooltip on Mouse Hover - Activate Sequence Plan
- When the User Activates a New Sequence a Pop-Up Warning will be displayed: By Activating this the sequence Patching plan1st Remediation Plan will be Activated. Are you sure you want to Activate the Sequence Patching plan? YES / NO
- The Sequence Patching Process will Start
- 1st RP will be Activated
- RP Status - In-Progress
- The Sequence Patching Plan Status will be Updated respectively - Active
- The sequence will have Only the ‘View’ Icon - All others will be disabled
- After Activate Sequence Patching this Icon will be Disable
Table Filters
- Search - Free Text
- Will search for Sequence patching Name (Include)
- Remediation Plan - Dropdown list
- Includes All RPs (Any Status)
- Multiselect + Search
- will filter the table & display the relevant sequence that includes the selected RPs
RP Dashboard
New Filter - Sequence Patching Plans
New Filter will be Added to the RP Board - Sequence Patching Plans
By Selecting Suequences, the RP Board will be filtered and display all Relevant RPs the set for selected Sequences
New Action - Create New Sequence Patching
New Action will be added Under the ‘Action’ Button
Selecting this option will Create a New Blank Sequence Patching Plan
RP Ticket on Board
Sequence Patching RPs will be Colored - Purple
Sequence Patching RPs will be marked Puple Cycle (Like Critical / Emergency) with - S
An additional text will be displayed (Blue) - Sequence Plan [x / total]
Sequence RPs - Action Buttons
Edit New RP
- When the User Click on Edit for New RP That is associated with the Sequence Plan a Pop-Up Warning will be displayed: This remediation plan is part of a sequence patching plan - [Sequence_Name]. Edit This remediation Plan can affect the entire sequence patching plan. Are you sure you want to Edit the remediation plan? YES / NO
Delete New RP
- Icon Will be Disable
- Tooltip on mouse hover - This remediation plan is part of a sequence patching plan - [Sequence_Name], Unable to Delete
Activate Remediation Plan (New RPs)
- RP Status - Activation Require
- 1St RP In Sequence
- RP Status - Activation Required
- Icon Color - Purple
- When the User Activate a New RP That is set as the 1st, on Sequence Patchin a Pop-Up Warning will be displayed: This remediation plan is the first in the sequence patching plan - [Sequence_Name]. By Activating this RP the sequence Patching plan will start. Are you sure you want to Activate the remediation plan? YES / NO
- The Sequence Patching Process will Start
- The Sequence Patching Plan Status will be Updated respectively - Active
- The sequence will have Only the ‘View’ Icon - All others will be disabled
- Any Other RP on Sequence Order - Activate
- Any RP (Not the Next RP)
- Icon Color - Purple
- Tooltip on Mouse Hover - Activate Remediation Plan
- When the User Activates Any other New RP That is associated with the Sequence Plan a Pop-Up Warning will be displayed: This remediation plan is part of a sequence patching plan - [Sequence_Name]. Activating This remediation Plan means it will be executed Immediately. Are you sure you want to Activate the remediation plan? YES / NO
- Any RP (Not the Next RP)
Manual Approval
- RP Status - Pending Manual Approval
- Act the Same as Activate (Any Other RP on Sequence Order) - Icon & Warning Message
Note : The Sequence Patching Plan will maintain the order of running the RPs as defined, while adhering to the defined conditions (Activation Criteria, Approval Method), regardless of whether the RP was Activated automatically (Sequence Patching, Auto RP Rule) or manually.
Cancel RP
Able to Cancel Sequence RPs Associated with Active Sequence, in Statuses :
In-Progress - All Statuses
Pending - Pending Execution
A warning message will be displayed: This remediation plan is part of a sequence patching plan - [Sequence_Name]. Canceling the current Remediation plan will Cancel the entire sequence patching process. Are you sure you want to cancel the remediation plan & the entire sequence patching plan?
- Cancel Immediately
- For active remediation plans. JetPatch will cancel the remediation plan immediately without considering the current running activity and it won't execute any new activity related to this remediation plan
- Cancel on RP completion
- Will cancel the remediation plan after the current in-progress workflow is finished
- The Sequence Patching Process will be Canceled after the RP Cancelation & won’t continue to the next RPs
- All Non-Activated (Pending Activation / Manual Approval) RPs will be released from the sequence - Displayed as Regular New RPs (No 'S' Icon)
Note : This behavior is Relevant for any active RP (In-Progress) associated with the Sequence Plan, even if the RP was Activated manually
- Cancel a Completed RP
- Same as Current Behaviour
- This won’t affect the Sequence Patching Plan - Because it Cancels a Completed RP
- The Sequence Patching Process won't be Canceled after the RP Cancelation & will continue to the next RPs
- Archive a Completed RP
Same as Current Behaviour
This won’t affect the Sequence Patching Plan - Because it Cancels a Completed RP
Compliance Report
Same as Current behavior
Duplicate
Same as Current behaviour - RP Will be duplicated but as Standart RP
ITSM
- Keeps the same behavior for ITSM Tickets
- Add Additional Line to Ticket Description: This Remediation Plan is Part of Sequence Patching Plan [Sequence_Patching_Name]
Cancel ITSM Ticket for RP Approval
- When the User Cancel the attached ITSM Ticket for RP, this cancels the remediation - 'Canceled by ITSM'
- The Sequence Patching Process will be Canceled after the RP Cancelation & won’t continue to the next RPs
- All Non-Activated RPs will be released from the sequence - Displayed as Regular New RPs (No 'S' Icon)
Reject ITSM Ticket for RP Approval
- When the User Reject the attached ITSM Ticket for RP, this Reject the remediation - 'Rejected by ITSM'
- The Sequence Patching Process will be Canceled after the RP Cancelation & won’t continue to the next RPs
- All Non-Activated RPs will be released from the sequence :
- RPs that are Associated with the ITSM Ticket will be Set as New > Rejected by ITSM (No 'S' Icon)
- All Other RPs will be Displayed as Regular New RPs (No 'S' Icon)
Cancel on SLA Completion
- Will cancel the remediation Based on RP SLA - 'Canceled by JetPatch Manager'
- This Won’t Affect the Sequence Patching Plan - Because it Cancels a Completed RP
- The Sequence Patching Process won't be Canceled after the RP Cancelation & will continue to the next RPs
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