In the button tray at the bottom of the navigation bar, click Patch Scan Templates.
In the Patch Scan Templates pane:
To create a new scan template, click New Patch Scan Template.
To edit an existing scan template, click the template name.
Note: Alternatively, you can choose File > New > Patch Scan Template from the main menu.
This will display the Patch Scan Template dialog box as shown below.
Tip: To speed the template creation process, copy an existing template that is similar to the one you want to create. The contents of the copied template will be populated in the new Patch Scan Template dialog and you can simply modify the appropriate items. You copy an existing template by selecting it in the Patch Scan Templates pane and then, in the summary section of the template in the right-hand pane, clicking Copy.

The Patch Scanning Template dialog contains several tabs that collectively define the characteristics of a particular scan template.
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Name |
The name that you wish to assign to this scan template. |
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Description |
A description of the template. |
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Deploy missing patches using |
If you want to automatically deploy any patches that are found to be missing, enable this check box. You must select the deployment template you want to use when deploying the patches. |
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Filtering tab |
There are four different filters available on this tab. Note: Be careful when using the Skip Selected filter option. If you skip a patch that supersedes another patch, the program will now scan for the superseded patch. This is done on purpose to avoid any unintentional vulnerabilities. If the intended consequence of skipping a patch is to not automatically deploy it or the related patches, then all the patches in the chain of superseded patches must also be skipped.
Scan only for MBSA legacy products: If you want to scan only those legacy Microsoft products no longer supported by Microsoft Baseline Security Analyzer (MBSA) 2.x, enable this check box. See What is the Limited Program for more details about this product set. Enabling this check box disables all other product filter options.
Note: If you use multiple filters, the order of precedence is as follows: |
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General tab |
Note: The following options apply only to the console, not to agents that may also be using this template.
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Software Distribution tab |
This tab enables you to specify if you want to scan for free third-party products that can be deployed by NetChk Protect . Use the vertical scroll bar to view the complete list of third-party products supported by NetChk Protect . The products that will be displayed are those that are available for the operating system being used on the scanned machine. If you want to include or skip reporting on a particular product, create a patch group that contains the desired product and then reference the patch group in the Patch filter settings area of the Filtering tab. |
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E-Mail tab |
This tab enables you to specify which reports should be automatically sent and to whom the reports should get sent. The specified reports will be sent when a scan using this template is completed. There are many different reports that can get sent. To understand what a particular report contains, click on the report in the list and view its description immediately above the list. To specify which reports should be automatically sent and to whom they should be sent: Note: New templates must be saved before you can perform these steps.
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Used by tab |
This tab shows you the Favorites and agent policies that are currently using this scan template. This is important to know if you are considering modifying the template, as it tells you what other areas of the program are affected. |
To save the template click Save and then Close. To close the dialog without saving the changes Cancel and then Close.