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Home > Success Center > Patch Manager > Patch Manager Documentation > Patch Manager 2.1.5 Administrator Guide > Patch Manager agents > Configure agents

Configure agents

Updated June 21, 2018

You can use policies and policy templates to configure the agents. You can also add configuration settings (such as polling intervals, auto-update settings, and timeouts) to a policy template and assign these settings to an agent or multiple agents using routing rules.

Create a policy

Perform the following steps to create a policy or policy template that configures client systems running a Patch Manager agent.

  1. Log in to the Patch Manager Admin Console as an administrator. 
  2. In the navigation pane, select Patch Manager System Configuration.
    SPM-Admin-Guide-Patch-Manager-System-Configuration.png
  3. In the center pane, click Policy Editor.
    SPM-Admin-Guide-Agents-Policy-Editor.png
  4. In the Policy List dialog box, click Create Policy.
  5. In the Edit Policy dialog box, enter a policy name.
  6. Double-click a setting, enter or select a new value, and click OK.
  7. Repeat step 5 to edit additional policy settings.
  8. Click Scopes to modify the scope of the policy, and then click Save.

Apply a policy to specific scopes

Perform the following steps to select a scope category and define a new scope for client systems running a Patch Manager agent. 

  1. In the navigation pane, select Patch Manager System Configuration.
    SPM-Admin-Guide-Patch-Manager-System-Configuration.png
  2. In the center pane, click Policy Assignment.
    SPM-Admin-Guide-Agents-Policy-Assignment.png
  3. In the Scope List dialog box, create a scope or select a scope.
  4. Select a Policy and click Save.
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