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Configuring Patch Management Profiles

Using the IT Automation feature you can create and schedule Daily, Weekly and Monthly periodic maintenance tasks. Maintenance Tasks can be scheduled for Servers and Workstations. Tasks examples would be Patch updates, Run Scripts automatically, disk optimization and more.

To create a new IT Automation profile and associate it to a specific company, follow the steps below.

Note: A specific profile can be associated to a specific server or workstation within a company. 

1. From the left hand panel click Admin
2. Then click Patch Management & IT Automation
The Patch Management & IT Automation page displays.
3. Click Add Profile
The Add Profile dialog box displays.
4. Enter the new profile name in the text entry field
5. Click Apply
The new IT Automation Profile will be added.
The top of the page displays the date and time for running the profile. This will initially be blank.
6. Click the + button
The Add Schedule Item dialog box displays.
7. Select the Days for the scheduled item to run
8. Select hour for profile to start (default is 00:00)
9. Click Apply
The Profile page updates.
You can delete a Day, change the scheduled start time or add an additional day using the icons marked in red.
Adjust the new profile that you just created to set the Days, Hours and the relevant tasks.
Patch Management

For more information, refer to the section, How Can I Exclude Patches from the Automation Profile

Note: Atera does not take over the local updates policy. If you want Atera to manage your Agents update, you should change the Windows Update settings' To "Never check for updates"

Script
For more information, refer to the section, How to Automatically Run Scripts.
Maintenance
  • Create System Restore Point
  • Delete Temp Files
  • Delete Internet History
  • Reboot
  • Shutdown
Disk Management & AntiVirus
  • Defragment (All disks)
  • Run Checkdisks (All disks)
  • Run Full System Scan
  • Check For New Update
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