# Getting started with Patch Management

> The steps to go through to set up Patch Management.

Source: https://docs.capaone.com/capainstaller/the-capainstaller-console/patch-management/getting-started-with-patch-management/  
Product: CapaInstaller — a separate CapaSystems product; do not apply this page to any other.

The following is a description of the steps that you have to go through to set up PM.

|          |                                      |                                                                                                                                                                                                                                                                                                    |
|:---------|:-------------------------------------|:---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| **Step** | **Area**                             | **Action**                                                                                                                                                                                                                                                                                         |
| 1        | Install WSUS                        | Install or enable the WSUS server role on your Windows Server. See [Installing the WSUS Server Role](http://social.technet.microsoft.com/wiki/contents/articles/10020.installing-wsus-server-role-on-windows-server-2012-with-microsoft-sql-database.aspx). |
| 2        | Setting up the options               | For further details, [Patch Management options](/capainstaller/the-capainstaller-console/general-console-settings-and-views/options/patch-management-options/).                                                                                                                                                            |
| 3        | Create a root point                  | [Create a Patch Management root point](/capainstaller/the-capainstaller-console/patch-management/how-to-use-patch-management/create-a-patch-management-root-point/), which could be your company name or CapaInstaller.                                                                                                                  |
| 4        | Create a child point                 | [Create a Patch Management child point](/capainstaller/the-capainstaller-console/patch-management/how-to-use-patch-management/create-a-patch-management-child-point/), it could be Servers, Computers, or more specific.                                                                                                                 |
| 5        | Create groups                        | [Create a Patch Management Group](/capainstaller/the-capainstaller-console/patch-management/how-to-use-patch-management/create-a-patch-management-group/) below each point. It could be Dev, Test, and Production.                                                                                                                         |
| 6        | Setup categories and classifications | [Categories and Classifications](/capainstaller/the-capainstaller-console/patch-management/what-is-patch-management/categories-and-classifications/) for each point, to be displayed in the program.                                                                                                                                        |
| 7        | Setup Update approval                | [Approval rules](/capainstaller/the-capainstaller-console/patch-management/how-to-use-patch-management/approval-rules/)[Approval rules](How%20to%20use%20Patch%20Management\Approval%20rules.md)[Approval rules](/capainstaller/the-capainstaller-console/patch-management/how-to-use-patch-management/approval-rules/) for each point                                                         |
| 8        | Assigning updates                    | [Approve updates](/capainstaller/the-capainstaller-console/patch-management/how-to-use-patch-management/approve-updates/) to learn how.                                                                                                                                                                                                          |
| 9        | Daily operation                      | The required daily operations depend on the processes and procedures created.                                                                                                                                                                                                                      |