Not long ago, patch management was barely a blip on the radar screens of most security and IT personnel. 'Install and forget' was a fairly common practice; once deployed, many systems were infrequently or never updated. Obviously, for a number of reasons, this approach is no longer an option.
The rise of widespread worms and malicious code targeting known vulnerabilities on unpatched systems, and the resultant downtime and expense they bring, is probably the biggest reason so many organizations are focusing on patch management. Along with these threats, increasing concern around governance and regulatory compliance (e.g. HIPAA, Sarbanes-Oxley) has pushed enterprises to gain better control and oversight of their information assets. Add in increasingly interconnected partners and customers and the rise of broadband connections and remote workers with BYOD and company issued devices, and you have the perfect storm that has thrust patch management to the forefront of many organizations' list of security priorities.
The first important step in a patch management operation is to know when there is a need for a patch to be made. A patch management policy should have a section detailing what must be done to ensure the security personnel know what to do in this situation. Patch scanning can be one option or monitoring the media. Patch scanning is obviously the most convenient method and the least time-consuming as in most cases it can be setup and left to work autonomously. However, even then your monitoring policy should still include monitoring of current events because it is not always the case that a patch is released before a vulnerability is made known to the world. Sometimes the vulnerability is disclosed before a vendor has had time to develop a patch and it is imperative that when this happens your security team acts on it just the same.
Patch Management Policy
Patch management is an on-going circular process. The reality of software and network vulnerabilities is that, after you apply a patch, a new vulnerability will be addressed sooner rather than later. A robust patch management life cycle includes each of the following:
- Detection - Tools to scan systems for missing security patches. The detection should be automated and trigger the patch management process.
- Assessment - If necessary updates are not installed, determine the severity of the issue(s) addressed by the patch and the mitigating factors that may influence your next steps. By balancing the severity of the issue and mitigating factors, determine if the vulnerabilities are a threat to your current environment.
- Acquisition - If the vulnerability is not addressed by the security measures already in place, download the patch for testing.
- Testing - Install the patch on a test system to verify the ramifications of the update against your production configuration.
- Deployment - Deploy the patch to production computers. Make sure your applications are not adversely affected. Employ your rollback or backup restore plan if needed.
- Maintenance - Subscribe to notifications that alert you to vulnerabilities as they are reported. Begin the patch management process again.
The policy come with an electronic form - Change and Patch Management Control Log. A form with full instructions that is in Microsoft Excel (.xlsx) format. Included with the instruction set are directions for how to customize the form.
Other Individual Policies
All of the policies that are provided here are contained within one or more of the templates that are on this site. These policies have been added as individual documents in MS WORD format for those clients who just need this particular policy. All policies are Sarbanes-Oxley, HIPAA, PCI-DSS, and ISO compliant.
The policies have just been updated to comply with all mandated requirements and include electronic forms that can be Emailed, filled out completely on the computer, routed and stored electronically -- a total solution.
We have just completed a major update of most of the individual polices and almost all of the electronic forms.
- CIO IT Infrastructure Policy Bundle (All of the policies below are included as individual MS Word files and a single PDF file. Electronic forms are all individual documents that are easily modifiable)
- Backup and Backup Retention Policy
- Blog and Personal Web Site Policy (Includes electronic Blog Compliance Agreement Form)
- BYOD Policy Template (Includes electronic BYOD Access and Use Agreement Form)
- Google Glass Policy (Includes Google Glass Access and Use Agreement Form)
- Incident Communication Plan Policy (Updated to include social networks as a communication path)
- Internet, e-Mail, Social Networking, Mobile Device, Electronic Communications, and Record Retention Policy(Includes 5 electronic forms to aid in the quick deployment of this policy)
- Mobile Device Access and Use Policy
- Patch Management Policy
- Outsourcing and Cloud Based File Sharing Policy
- Physical and Virtual Server Security Policy
- Record Management, Retention, and Destruction Policy
- Sensitive Information Policy(HIPAA Compliant and includes electronic Sensitive Information Policy Compliance Agreement Form)
- Service Level Agreement (SLA) Policy Template with Metrics
- Social Networking Policy(includes electronic form)
- Telecommuting Policy(includes 3 electronic forms to effectively manage work at home staff)
- Text Messaging Sensitive and Confidential Information (includes electronic form)
- Travel and Off-Site Meeting Policy
- Wearable Device Policy
- IT Infrastructure Electronic Forms