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Help Guide for Patch Management Without Chaos

7 min read

A practical monthly update routine for Windows, macOS, browsers, and key applications. Keep your systems secure without losing productivity to surprise updates.

CTC
Written by CTC Editorial Editorial Team

Why Updates Matter

Let's be blunt: unpatched software is one of the easiest ways for attackers to compromise your business.

  • Known vulnerabilities get published (CVEs)
  • Attackers build exploits targeting those vulnerabilities
  • Automated tools scan the internet for vulnerable systems
  • Your unpatched computer becomes an easy target

The window between vulnerability disclosure and active exploitation is shrinking—sometimes hours, not days. A systematic approach to updates is essential.

The Challenge for Small Businesses

Enterprise IT teams have dedicated patch management systems and staff. Small businesses face different challenges:

  • No dedicated IT person: Updates fall to whoever's technically inclined
  • Fear of breaking things: "The last update broke my accounting software"
  • Time pressure: Staff postpone updates to finish urgent work
  • Varied devices: Mix of Windows, Mac, phones, each with different update mechanisms
  • Critical applications: Some software needs testing before updates

This guide provides a practical routine that balances security with business continuity.

What Needs Updating

Critical (Update Immediately)

ComponentWhy CriticalUpdate Frequency
Operating systemMost exploitedMonthly minimum
Browsers (Chrome, Firefox, Edge)Constant targetAuto-update, check weekly
Email clientPhishing vectorMonthly
Microsoft Office / Google DocsMalware deliveryMonthly
Security software (antivirus)Definition updatesDaily (automatic)

Important (Update Monthly)

ComponentWhy ImportantNotes
PDF readers (Adobe, Foxit)Malware delivery vectorAdobe has security updates monthly
Java (if still needed)Frequently exploitedRemove if not needed
Flash (remove entirely)End of life, dangerousShould not be installed
Video conferencing appsGrowing attack surfaceZoom, Teams update frequently
Password managerProtects all passwordsUsually auto-updates

Business Applications (Test Then Update)

ComponentApproach
Accounting softwareTest update on one machine first
CRMCheck vendor release notes
Industry-specific softwareVerify compatibility
Custom/legacy applicationsMay need delayed updates

A Simple Monthly Routine

The Second Wednesday Approach

Microsoft releases patches on the second Tuesday of each month ("Patch Tuesday"). A sensible schedule:

Second Tuesday: Microsoft releases patches

Wednesday-Thursday: Early adopters report issues

Friday/Weekend: Apply updates (if no major issues reported)

Monthly Checklist

Week 1 (Post-Patch Tuesday)

  • [ ] Review Microsoft patch announcements
  • [ ] Check for critical vulnerabilities (Zero-days being exploited)
  • [ ] Apply critical/zero-day patches immediately if needed
  • [ ] For normal patches, schedule for weekend

Week 2

  • [ ] Apply OS updates to test machines first
  • [ ] Apply OS updates to all machines
  • [ ] Update browsers (verify auto-update working)
  • [ ] Update Adobe products

Week 3

  • [ ] Update business applications
  • [ ] Test critical workflows after updates
  • [ ] Document any issues and resolutions

Week 4

  • [ ] Review update status across all devices
  • [ ] Follow up on any machines that didn't update
  • [ ] Plan for any delayed updates

Windows Update Management

For Individual Computers

SettingsWindows UpdateCheck for updates

Configure active hours to prevent restart during work:

Advanced optionsActive hours → Set your work hours

Using Group Policy (Small Networks)

If you have Windows Pro and a simple network:

1. gpedit.msc → Computer Configuration → Administrative Templates → Windows Components → Windows Update

2. Configure:

  • "Configure Automatic Updates" = 4 (Auto download, schedule install)
  • "Scheduled install day" = 0 (Every day) or specific day
  • "Scheduled install time" = After hours (e.g., 03:00)

Using Intune (Recommended)

If you have Microsoft 365 Business Premium:

1. Intune admin centreDevicesWindowsUpdate rings

2. Create update policy:

  • Quality update deferral: 3-7 days (time for early issues to surface)
  • Feature update deferral: 30-60 days (major updates need more testing)
  • Maintenance window: Set to after hours
  • Deadline for updates: 7 days (forces install)

Windows Server Updates

Servers need more careful handling:

  • Never auto-update production servers
  • Schedule maintenance windows
  • Update test/dev servers first
  • Have rollback plan ready
  • Consider Windows Server Update Services (WSUS) for control

macOS Update Management

For Individual Macs

System SettingsGeneralSoftware Update

Configure automatic updates:

  • Check for updates: On
  • Download new updates when available: On
  • Install macOS updates: On (or off for more control)
  • Install Security Responses: On (small, critical patches)

Managed Macs (MDM)

Use Jamf, Kandji, or similar:

  • Defer major OS updates (30-60 days)
  • Allow security updates promptly
  • Schedule installations after hours
  • Notify users before forced updates

Browser Updates

Browsers update frequently and should auto-update. Verify it's working:

Chrome

SettingsAbout Chrome

Should show "Chrome is up to date" or update automatically when you visit.

Firefox

SettingsGeneralFirefox Updates

Set to "Automatically install updates"

Edge

SettingsAbout Microsoft Edge

Follows similar pattern to Chrome.

Safari

Updates with macOS system updates.

Weekly check: Visit the "About" page in each browser to verify current version.

Application Updates

Microsoft Office

FileAccountUpdate Options

  • Enable automatic updates
  • Or manually check: "Update Now"

Microsoft 365 apps auto-update by default. If using volume license, you may need to configure updates.

Adobe Creative Cloud

Creative Cloud app manages updates:

  • Set automatic updates on
  • Or check weekly
  • Major version upgrades may need testing

Other Applications

Many apps now auto-update. For those that don't:

1. Check on first launch each month

2. Enable notifications for updates

3. Add to monthly checklist

Tools like Ninite (free for personal, paid for business) can update common applications automatically.

Handling Problem Updates

Before Updating

  • Know your rollback options (Windows has "Go back to previous version")
  • For critical systems, test on one machine first
  • Check online for reports of problems with the update

If an Update Causes Problems

Windows:

1. SettingsWindows UpdateUpdate historyUninstall updates

2. Find problematic update, uninstall

3. Pause updates temporarily

4. Report issue and monitor for fix

macOS:

1. Boot to Recovery (Command-R at startup)

2. Restore from Time Machine backup

3. Or reinstall macOS (preserves files)

Documenting Issues

Keep simple records:

  • Date of update
  • What broke
  • How you fixed it
  • How long to resolve

This helps identify patterns and prepares you for future updates.

Urgent/Zero-Day Updates

Sometimes updates can't wait. Signs you need to act immediately:

  • Microsoft releases "out of band" update (not on Patch Tuesday)
  • NCSC issues alert about active exploitation
  • Security news reports attacks in the wild
  • Vulnerability has CVSS score of 9.0+ and is being exploited

Action: Apply these updates within 24-48 hours, even if it disrupts normal schedule.

Tools to Help

Free Options

Windows Update (built-in): Handles OS and Microsoft products

Microsoft Update Catalog: Manual download of specific patches

Ninite: Updates common applications (free for basic use)

Patch My PC (home version): Free for personal use

Business Tools

Microsoft Intune: Included with M365 Business Premium, manages Windows/Mac/mobile

Patch My PC (business): From £2/device/year, automates third-party updates

PDQ Deploy: From £500/year, powerful Windows patching

ManageEngine Patch Manager Plus: From £200/year, cross-platform

NinjaOne: MSP-focused, includes patching

For Macs

Jamf Pro: Enterprise Mac management

Kandji: Modern Mac MDM with auto-patching

Mosyle: Good for smaller Mac fleets

Building a Patch Policy

Document your approach:

> [Company Name] Patch Management Policy

>

> Scope: All company computers, servers, and managed devices

>

> Routine Updates:

> - Operating systems: Within 7 days of release, tested first where practical

> - Browsers: Automatic updates enabled, verified weekly

> - Business applications: Monthly, after vendor testing

>

> Emergency Updates:

> - Critical/exploited vulnerabilities: Within 48 hours

> - Authorised disruption to apply if necessary

>

> Exceptions:

> - [Legacy system X] updates require [manager] approval and testing

> - Production servers: Weekend maintenance window only

>

> Responsibility: [Name/Role] monitors patches and coordinates updates

>

> Review: This policy reviewed annually

Authority Resources

Monthly Patch Calendar

WeekFocusTasks
Week 1 (After Patch Tuesday)PlanningReview patches, prioritise, schedule
Week 2Windows/macOSApply OS updates, test
Week 3ApplicationsUpdate business apps, Office, Adobe
Week 4ReviewVerify all updated, catch stragglers
OngoingMonitoringWatch for zero-days, auto-update checks

Getting Started This Week

Day 1: Audit—check update status on all computers (Settings → Windows Update)

Day 2: Enable automatic browser updates, verify they're current

Day 3: Configure Windows Update active hours on all machines

Day 4: Create simple monthly checklist (spreadsheet or document)

Day 5: Set calendar reminder for post-Patch Tuesday review

Ongoing: Follow the monthly routine

Patching isn't glamorous, but it's one of the most effective security measures you can take. A few hours per month prevents vulnerabilities that attackers actively exploit. The routine becomes easy once established—the hardest part is starting.

Frequently Asked Questions

What if an update breaks something important?

For Windows, you can uninstall recent updates via Settings → Windows Update → Update history → Uninstall updates. For critical systems, always test updates on one machine first. Keep records of problems so you know what to watch for next time.

Can't I just set everything to auto-update and forget about it?

For browsers and security software, yes—auto-update is best. For operating systems and business applications, auto-update can cause problems if an update conflicts with your software. A managed approach gives you the security benefit with fewer surprises.

How do I know which updates are critical?

Microsoft labels patches as Critical, Important, Moderate, or Low. Watch for 'actively exploited' warnings—these need immediate attention. The NCSC Early Warning Service and security news sites flag the most urgent issues.

What about legacy software that doesn't support the latest Windows?

This is a business risk that needs addressing. Options: isolate the machine from the network, virtualise it with limited connectivity, or (best) upgrade or replace the software. Running unpatched systems to support legacy software is increasingly dangerous.

How long should I wait after Patch Tuesday before updating?

For most updates, 2-5 days lets early problems surface without exposing you too long. For critical/exploited vulnerabilities, don't wait—apply immediately. For feature updates (major Windows upgrades), 30-60 days deferral is reasonable.

About the Author

CTC
CTC Editorial

Editorial Team

The Compare the Cloud editorial team brings you expert analysis and insights on cloud computing, digital transformation, and emerging technologies.