Windows Server Patching Best Practices

Posted on July 19, 2013 by LM Publications

This article provides actionable advice about how to manage patches to reduce downtime while still maintaining the security of software services through the proactive reduction of dependencies and the use of workaround solutions.

Patching Requirements

Windows Server patches, hotfixes and service pack is critical for compliance, service level agreement and security purposes. Keeping an operating systems and application up to date is the key to align your infrastructure with latest software. Patches and hotfixes also enable you to prevent any security breaches and malware infection.

Windows Patch Classification

The following are strongly recommended patches:

Critical
Security
Definition Updates for malware
Service packs

Windows Product Classification

It is highly recommended that you patch Windows Servers, Windows Clients, Office, Applications (Silverlight, .Net Framework, SQL, Exchange, SharePoint, FF TMG).

Patching Groups

Consultants should take time to test the patches in a non-production environment prior to being deployed to production. This will help to gauge the impact of such changes. Ideally you will have the following patching groups:

1. UAT (UAT1, UAT2, etc)

2. Test Environment (Test1, Test2, etc)

3. Development Environment (Dev1, Dev2 etc)

4. Production (Prod1, Prod2, etc)

If you have clustered environment like SQL, Exchange and SharePoint then create Prod1, prod2 group and place each node on each group.

Change Management

System administrators should maintain a log, written or electronic, of all changes to the operating environment, to include hardware, system security software, operating system, and applications. Prior to any changes being implemented on a system, the system administrator should receive approval of stakeholders.

Backup

Why am I discussing backup with patching best practice? In case of emergency you can rollback completely and restore a server to its original state if necessary. It is very important that servers be backed up on a regular basis. Depending on the use of the server, it may be adequate to backup the server once per week. A backup of a more critical environment may be needed daily, and possibly continuously. The backup program provided with Windows is capable of backing up to virtually any writable media, which can include network drives provided by a server in another physical location. This program is also capable of scheduling backups which can ensure backups occur on a regular interval.

Microsoft strongly recommends that you create the following backups before you install an update rollup, service pack and patch on Exchange and SQL:

A full backup of all databases on the server.
A full backup of transaction log and log backup
A system state backup of the server.
A snapshot of virtualized exchange server. Delete snapshot after successful patching and updating.

Application Compatibility

Read release notes of each hotfixes you are going to apply so that you are compliant with the application installed on the server. Consult with application vendor before applying service pack to any server if the server is hosting specific business application. Consult with application engineer about the importance of server patching. Inform and educate application engineer as much as possible to avoid conflict of interest.

Documentation

Documentation released with the updates is usually in the form of web pages, attached Word documents and README.TXT files. These should be printed off and attached to change control procedures as supporting documentation.

Back out Plan

A back-out plan will allow the system and enterprise to return to their original state, prior to the failed implementation. It is important that these procedures are clear, and that contingency management has tested them, because in the worst case a faulty implementation can make it necessary to activate contingency options. Historically, service packs have allowed for uninstalling, so verify there is enough free hard disk space to create the uninstall folder. Create a back out plan electronically and attach with change management software.

User Notifications

You need to notify helpdesk staff and support agencies of the pending changes so they may be ready for arising issues or outages.

Consistency across Servers

Always install the same service packs or hotfixes to each SQL server node, Exchange DAG member and Domain Controller.

Routine Maintenance Window

A scheduled maintenance window must be agreed with business so that application outage and server reboot can maintain a respectable Service Level Agreement (SLA). If you have a large infrastructure with thousands of servers and many regions working round the clock then you must consider application dependencies. A patching schedule can be considered in between every Friday of every month at 6:00 P.M. Friday to 6:00 A.M Monday. Setup maintenance window in system center or deadline for WSUS to make sure patches are applied when you want instead of when patch is available. In this way you will have a complete control over change windows approved by change advisory board (CAB). Do not allow end users to update patches on their client machine according to their wishes and happiness! then user will never install any patch.

Patching Tools

I strongly recommend that you spend few $$$ to buy Microsoft System Center 2012 to manage and deploy Windows patches, service pack and hotfixes. However you can use Windows Server Update Services (WSUS) as poor man’s patching solutions.

Patching DMZ server can be accomplished using WSUS offline patching solutions available for free to download from http://download.wsusoffline.net/.

Automate, Automate and Automate!

Automated patch management using System Center could enable a single IT administrator to access a pre-populated patch policy. He then could execute the command and with the press of a single button, download the patches from Microsoft’s website, install them on a test machine and test for compatibility issues. Meanwhile, an automatic inventory check could search for systems with the affected software, wake them up, check their readiness and push the verified patches out to waiting machines. The patches would then be automatically installed on each system, and they’d reboot as necessary. The final step is an automated report on the status of the remediated devices.

Standardize Patch Management Processes

Standardized patch management processes could allow for daily assessment and remediation of client devices and weekly assessment and remediation for servers. Reports can then be generated to validate system status on a weekly or bi-weekly schedule. A systems monitoring task that used to take days now takes minutes, and patches are deployed more completely and consistently across the entire IT environment. A single IT administrator can proactively manage thousands of systems tasks in the same amount of time it took an entire team to do the tasks manually.

Reboot Windows Computer

Some application may require reboot of server before patching such as RSA Secure Console. However most of the server must be rebooted after patching. Do not suppress reboot after patching in any circumstances or you will have a messy environment and broken clusters.

X86 and X64 Windows Systems

The most prominent 32-bit application you’re likely to see on a 64-bit Windows system is Office. In this sort of situation System Center benefits most because you can adjust and make decision based on architecture and compliance as well. You can approve patches based on “Needed and Not Installed”. If a server or client need update it will install if not then it will not installed. It’s safe to do so.

Antivirus and Antispyware

Servers are vulnerable to many forms of attack. Implementation and standardization of security methods should be developed to allow early and rapid deployment on servers. It’s important that a Windows server be equipped with a latest centrally managed Antivirus program. Antivirus update must be scheduled with the same maintenance window to update antivirus with latest definition.

Audit Practices

Servers have a powerful auditing feature built in. Typically, server managers would want the auditing system to capture logins, attempted logins, logouts, administrative activities, and perhaps attempts to access or delete critical system files. Auditing should be limited to gathering just the information that is needed, as it does require CPU and disk time for auditing to gather information. Log Management software should be used, if possible, for ease of managing and analysing information. Report can be generated from Systems Center and WSUS as proof of patching cycle.

Log Retention

Servers keep multiple logs and, by default, may not be set to reuse log file entries. It is a good practice to expand the size of the allowed log file and to set it to reuse space as needed. This allows logging to continue uninterrupted. How far back your log entries go will depend on the size of the log file and how quickly you are accumulating log data. If your server environment is critical, you may wish to ensure that the log file size is sufficient to store about 30 days of logging information, and then rotate log files once per month.

Installing Updates on a single Exchange Server

Download Exchange Update from Microsoft Download Center. Record Current Exchange Version information

Check for publisher’s certificate revocation

1. Start Internet Explorer.

2. On the Tools menu, click Internet Options.

3. Click the Advanced tab, and then locate the Security section.

4. Clear the Check for publisher’s certificate revocation check box, and then click OK.

5. After the update rollup installation is complete, select the Check for publisher’s certificate revocation option.

Pre-check before installing

1. Determine which update rollup packages are installed on your Exchange server roles

2. Determine whether any interim updates are installed

3. Review interim updates

4. Obtain the latest update rollup package

5. Apply on a Test Exchange Server

Install Exchange Update

1. Ensure that you have downloaded the appropriate rollup to a local drive on your Exchange servers, or on a remote network share.

2. Run the Windows Installer *.msp Setup file that you downloaded in step 1.

Install Exchange Update on DAG Member

To update all DAG members, perform the following procedures on each DAG member, one at a time. Set the member server in maintenance mode using this PowerShell Command.

.StartDagServerMaintenance.ps1 <ServerName>

Install the update rollup

1. Close all Exchange management tools.

2. Right-click the Exchange update rollup file (.msp file) you downloaded, and then select Apply.

3. On the Welcome page, click Next.

4. On the License Terms page, review the license terms, select I accept the License Terms, and then click Next.

5. On the Completion page, click Finish.

Once installed exit from maintenance mode run the StopDagServerMaintenance.ps1 script. Run the following command to re-balance the DAG, as needed

.RedistributeActiveDatabases.ps1 -DagName <DAGName> -BalanceDbsByActivationPreference -ShowFinalDatabaseDistribution

When the installation is finished, complete the following tasks:

Start the Services MMC snap-in, and then verify that all the Exchange-related services are started successfully.
Log on to Outlook Web App to verify that it’s running correctly.
Restore Outlook Web App customizations, and then check Outlook Web App for correct functionality.
After the update rollup installation is complete, select the Check for publisher’s certificate revocation option in Internet Explorer. See “Certificate Revocation List” earlier in this topic.
Check Exchange 2010 version information
View Update rollup in Control Panel>Programs and Features

Patching Microsoft Failover Cluster

You can install Windows service packs on Windows Server Failover Cluster nodes using the following procedure. Administrative privilege is required to perform the following tasks.

Procedure to install Windows service pack or hotfixes in Windows Server 2003:

Check the System event log for errors and ensure proper system operation.
Make sure you have a current backup and updated emergency repair disk for each system. In the event of corrupt files, power outage, or incompatibility, it may be necessary to revert back to the state of the system prior to attempting to install the service pack/hotfixes.
Expand Node A, and then click Active Groups. In the left pane, right-click the groups, and then click Move Group to move all groups to Node B.
Open Cluster Administrator, right-click Node A, and then click Pause Node.
Install the service pack on Node A, and then restart the computer.
Check the System event log for errors. If you find any errors, troubleshoot them before continuing this process.
In Cluster Administrator, right-click Node A, and then click Resume Node.
Right-click Node B, and then click Move Group for all groups owned by Node B to move all groups to Node A.
In Cluster Administrator, right-click Node B, and then click Pause Node.
Install the service pack on Node B, and then restart the computer.
Check the system event log for errors. If you find any errors, troubleshoot them before continuing this process.
In Cluster Administrator, right-click Node B, and then click Resume Node.
Right-click each group, click Move Group, and then move the groups back to their preferred owner.

Procedure to install Windows service pack or hotfixes in Windows Server 2008 and Windows Server 2012:

Check the event log for errors and ensure proper system operation.
Make sure you have a current backup and updated emergency repair disk for each system. In the event of corrupt files, power outage, or incompatibility, it may be necessary to revert back to the state of the system prior to attempting to install the service pack/hotfixes.
On Node A, Expand Services and Applications, and then click the service or application
Under Actions (on the right), click Move this service or application to another node, then choose the node or select Best possible.
In the Failover Cluster Manager snap-in, right-click Node A, and then click Pause.
Install the service pack/hotfixes on Node A, and then restart the computer.
Check the event log for errors. If you find any errors, troubleshoot them before continuing this process.
In Failover Cluster Manager snap-in, right-click Node A, and then click Resume.
Under Actions (on the right), click Move this service or application to another node, then choose the node.
Note: As the service or application moves, the status is displayed in the results pane (in the center pane). Follow the Step 9 and 10 for each service and application configured on the cluster.
Install the service pack/hotfixes on Node B, and then restart the computer.
Check the event log for errors. If you find any errors, troubleshoot them before continuing this process.
From the Failover Cluster Manager snap-in, right-click Node B, and then click Pause.
In Failover Cluster Manager, right-click Node B, and then click Resume.
Right-click each group, click Move Group, and then move the groups back to their preferred owner.

You can use the following PowerShell Cmdlet to accomplish the same.

1. Load the module with the command: Import-Module FailoverClusters

2. Suspend (Pause) activity on a failover cluster nodeA: Suspend-ClusterNode nodeA

3. Move a clustered service or application (a resource group) from one node to another: Get-ClusterNode NodeA | Get-ClusterGroup | Move-Cluster Group

4. Resume activity on nodeA that was suspended in step 5: Resume-ClusterNode nodeA

5. Move a clustered service or application (a resource group) from one node to another: Get-ClusterNode NodeB | Get-ClusterGroup | Move-Cluster Group

6. Suspend (Pause) activity on other failover cluster node: Suspend-ClusterNode nodeB

7. Resume activity on nodeB that was suspended in step 10 above: Resume-ClusterNode nodeB

Conclusion

It is critical that when service packs, hotfixes, and security patches are required to be installed, that these best practices be followed.

Bottom line

1. Read all related documents.

2. Use a change control process.

3. Apply updates that are needed.

4. Test patches and hotfixes on test environment.

5. Don’t get more than 2 service packs behind.

6. Target non-critical servers first.

7. Service Pack (SP) level consistency.

8. Latest SP instead of multiple hotfixes.

9. Apply only on exact match.

10. Subscribe to Microsoft email notification.

11. Always have a back-out plan.

12. Have a working Backup and schedule production downtime.

13. Consistency across Domain Controllers and application servers.

Additional Readings:

SQL Server failover cluster rolling patch and service pack process

Patch Management on Business-Critical Servers

Upgrade Dell Server/Blade Firmware Step by Step

Posted on July 12, 2013 by LM Publications

Step1: Download the Dell Repository Manager and Systems Build and Update Utility

Step2: Install and Configure Dell Repository Manager.

Click Application, Click Settings, Click Plug-in Update. Select all, Click Download.

Once downloaded you will see plug-in download completed. There will be two files in C:UsersUser NameAppDataLocalRepositoryManagerPayloads folder.

On the Welcome Page, Sync Repository.

Step3: Create Repository

Click Create a New Repository. On the inventory page, Type the Name of the repository, Click Next

Click Source Repository, Click Next. Select Default Click next again.

On the Select Brand page, Select the brand of Dell Server you have. Click Next

On the OS Selection page, Click Next

On the model selection page, select the model you have, click Next

Select only include most recent updates and bundle, Click Next.

Click Select Components, Select all model, select all components.Click Ok.

Click Next. Click Finish.

Step4: Export Repository to ISO

Select all from the newly created repository. Click Export. Click Next

Select Export to SUU, Select Export SUU to ISO

Click Next, Select the location where you would like to save SuuImage.iso file. Click Next. SUU start downloading. It will take very long time to download and create ISO.

Once done you will see download is 100% completed and there is a iso file saved in desired location.

Step5: Upgrade Firmware

Log on to the server using iDRAC. Click Setup. Select First boot as virtual CD/ISO

From Console/Media, Lunch virtual console

Hover your mouse in the middle of the console, Click Virtual Media

Add bootable dell utility, you have downloaded at step1.

At this stage, log on to server reboot. If it is an ESXi . Put the server in Maintenance mode, then restart. If Hyper-v Host, migrate virtual machine and restart. Once booted, Select Language, Accept EULA.