How to apply patches using Patch Management in eDiscovery Platform

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Article ID: 100010374

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Resolution

  1. Logon directly to the Clearwell server as an Administrator
  2. Open Clearwell user-inface (UI) in Internet Explorer 
    1. Login with a System Manager account
  3. Navigate to System > Patches
    1. On top right side of the screen > Confirm the Automatic Notifications box is checked if you want future update notifications
    2. Note: This page displays all available updates by name, descrption, and status.
    3. Note: Available updates will display in the Actions column as Download
  4. Select ESAs / Available Download > click Install Selected (bottom left)
    1. The updates will now download and begin installation; when finished the status will change to Install Pending Restart
    2. It is recommended to download/install patches in batches of three or fewer. Larger batches have been known to cause the patches to fail to install.
  5. Restart Services: Navigate to Windows Desktop > Open Clearwell Commander
    1. Click on Action > Stop Appliance Services
    2. When completed, Click on Action > Start Appliance Services
    3. Note: Services will stop/start untill all patches are applied
    4. Wait approx. 15 minutes
  6. Verify Installs: Open the user-interface in Internet Explorer and login with a System Manager account
    1. Navigate to System > Patches
    2. Verify the patches were applied via the Status column; patches should be set as Installed 

Issue/Introduction

In version 7.1.3, Clearwell introduced a new feature known as Patch Management. This is an informational guide on how this new functionality works within Clearwell.
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