An important way to help keep your network secure is to install the latest operating system updates to computers running Microsoft Windows operating systems.
Software Update Services (SUS) Server 1.0 with Service Pack 1 (SP1) provides a solution to the problem of managing and distributing critical Windows updates that resolve known security vulnerabilities and other stability issues in Microsoft Windows operating systems.
Note: SUS Server 1.0 with SP1 addresses the compatibility issues that existed between Windows 2000 Server and SUS Server 1.0.
If you use SUS, you do not need to manage the updates for each individual computer on the network by using the Windows Update Web site. You can manage the updates on a computer running Microsoft Windows Server 2003 (or running Windows 2000 Server) and configure it to distribute the updates to your computers automatically. The computers receiving the updates do not need Internet access. SUS can provide updates for computers running Windows 2000 Professional, Windows 2000 Server, Windows XP Professional, Windows XP Home, and Windows Server 2003 operating systems.
If you are running another version of Windows, you can find instructions for how to update it on the Windows Downloads page on the Microsoft Web site at http://www.microsoft.com/windows/downloads/default.mspx.
If you have five or fewer computers, using SUS is not efficient. Instead, configure each client computer to download and install updates from Windows Update using Automatic Updates. For more information about Windows Update and Automatic Updates, see the Microsoft Web site at http://www.microsoft.com/athome/security/protect/update.mspx.
Note: If you have computers that are not part of the domain, you can update them using Automatic Updates. If you have computers running Windows XP Home, you can use Automatic Updates or you can upgrade to Windows XP Professional. Windows XP Professional is designed to work with the Windows Server 2003 network environment. This adds security while also improving reliability, performance, and functionality for the local network. For information about upgrading client computers, see the Windows XP Professional Upgrade Center on the Microsoft Web site at http://www.microsoft.com/windowsxp/pro/upgrading/default.mspx.
This document includes information about the following tasks:
| • | Planning and deploying SUS Server 1.0 SP1 |
| • | Installing IIS |
| • | Installing and configuring SUS |
| • | Downloading updates for SUS |
| • | Updating client computers |
| • | Defining policies for installing updates |
| • | Updating computers with SUS 1.0 |
| • | Suggested methods for testing updates |
IMPORTANT: All the step-by-step instructions included in this document were developed by using the Start menu that appears by default when you install your operating system. If you have modified your Start menu, the steps might differ slightly.
Before you deploy SUS, you should already have installed and configured Windows Server 2003. Your Windows client computers and any other Windows servers should have already been added to the network.
The following steps are used when planning and deploying SUS Server 1.0 with SP1:
| • | Identifying installed and missing software updates |
| • | Installing Microsoft Internet Information Services (IIS) |
| • | Installing and configuring SUS |
| • | Downloading updates for SUS |
| • | Updating client computers |
| • | Defining policies for installing updates |
It is essential to identify which software updates have been installed on your computers. SUS does not include any auditing tools. To determine which software updates have been installed on servers and workstations within the organization, you must use the Microsoft Baseline Security Analyzer (MBSA), which is available for download from the Microsoft Web site at http://www.microsoft.com/downloads/details.aspx?FamilyID=b13ebd6b-e258-4625-b0a3-64a4879f7798&DisplayLang=en. MBSA will report missing security updates and service packs and will identify vulnerabilities for installations of Windows Server 2003, Windows XP, Windows 2000, and Windows NT 4.0. It will also report whether the computer configuration adheres to common security best practices (such as the use of strong passwords).
| • | You must be logged on as a member of the Administrators group. |
| • | To identify installed and missing software updates using MBSA
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You must take an inventory of each computer on your network to determine its name and the operating system it is running. You will use this information later to determine whether any computers need to be updated without using SUS and whether the Automatic Updates software on any of the computers needs to be updated to work with SUS. Use the following procedure for each computer on your network and record the information in the table provided on the next page.
| • | You must be logged on as a member of the Administrators group. |
| • | To determine client computer names and operating system versions
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| • | To update computers running Windows 2000 to the latest service pack
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You will also need to determine your Windows domain name. This information will be needed in a later step when you configure the proxy server.
| • | To determine your Windows domain name
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The SUS administrative Web page allows you to synchronize and approve content, configure SUS options, monitor server status, and administer SUS remotely. To use the SUS administrative Web page, you must install IIS.
| • | You must be logged on as a member of the Administrators group. |
| • | To install IIS
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You must download SUS 1.0 Service Pack 1 from Microsoft and install and configure it on your computer running Windows Server 2003.
| • | You must be logged on as a member of the Administrators group. |
| • | To download Sus10sp1.exe
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| • | To install SUS
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If you are running a proxy server on your Windows network, you must perform the following procedure.
| • | To configure SUS to use a proxy server
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| • | To configure SUS for install package locales
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You must download all available updates for all operating systems for the locales you selected in the previous section.
The amount of data that you download will be large (approximately 600 MB for one locale). Downloading 600 MB of data will take approximately 125 minutes over a 640 Kbps broadband connection, or 23 hours through a 56.6 Kbps dial-up connection. Schedule the download for a time when no business activity is taking place on your Internet connection. Also, do not schedule the download for the same time as your system backup.
| • | You must be logged on as a member of the Administrators group. |
| • | To download updates for SUS
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If your computers are running any of the following operating systems, the Automatic Updates program on those computers must be updated to work with SUS.
| • | Windows 2000 Professional, SP2 |
| • | Windows 2000 Server, SP2 |
| • | Windows XP Professional, (no service pack) |
| • | Windows XP Home, (no service pack) |
You do not need to update the Automatic Updates program for computers running any of the following operating systems.
| • | Windows 2000 SP3 or later |
| • | Windows XP SP or later |
| • | Windows Server 2003 |
| • | To update the Automatic Updates program
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You must configure how and when updates will be handled on your network. This includes when updates will be downloaded and installed. A policy is a mechanism used in Windows to define settings for users and computers that can be automatically distributed throughout your network.
The Basic SUS Configuration policy allows updates to be automatically downloaded and allows the user to choose when to install them. This policy typically applies to servers on your network, but you can use it to give users on both client computers and servers the option to install updates when they choose.
The Scheduled Install SUS Configuration policy is an optional policy that allows updates to be automatically downloaded and installed according to a schedule you define. This policy typically applies to client computers on your network.
The procedures to configure the two different policies are listed below and on the next two pages. You must configure only one of these policies.
| • | You must be logged on as a member of the Administrators group. |
| • | To create the Basic SUS Configuration policy
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Create the Scheduled Install SUS Configuration policy if you want to schedule the installation of the Windows updates on your client and server computers. Remember, you must only create only one SUS Configuration policy.
| • | To create the Scheduled Install SUS Configuration policy
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This section provides the following step-by-step instructions for updating your computers with SUS Server 1.0 SP1:
| • | Testing the updates (optional) |
| • | Approving the updates |
| • | Verifying that client computers are receiving updates |
| • | Installing updates on server computers |
| • | Continuing to apply updates |
You should test the updates if you have business applications that would be at risk if new Windows updates were installed. If you use critical business applications, you should test the updates before you install them on all of your computers. If you test the updates before approving them, see the "Suggested Methods for Testing Updates" section later in this document.
After you have tested the Windows updates, you can approve them so that they can be distributed to the computers on your network.
| • | You must be logged on as a member of the Administrators group. |
| • | To approve the updates
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Note: For best results, instruct your users to save their data, close their applications, and leave their computers on at night so that updates are installed automatically before they arrive the next morning.
By 5:00 am the next morning, your client computers should have downloaded and installed the approved updates that apply to their operating system. If the updates have not been installed after 48 hours, perform troubleshooting procedures to try to fix the problem.
Many Windows updates are specific to a particular operating system or browser version. If a computer is not running that particular operating system or browser, that update will not apply to them and will not be downloaded and installed.
Note: If you did not create the Scheduled Install SUS Configuration policy, follow the "Install Updates on Server Computers" step later in this document.
| • | You must be logged on as a member of the Administrators group. |
| • | To verify that the updates have been installed on a client computer
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You will see a list of currently installed programs. The updates that you approved will be listed.
If more than 48 hours have elapsed and the updates do not appear, perform the following procedures to try to fix the problem.
| • | To verify that a computer has received the appropriate Group Policy using the Resultant Set of Policy tool (Windows XP only)
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If you created the Scheduled Install SUS Config policy, you should see the following on a client computer:
Client computer Group Policy settings
| Setting | State | GPO Name |
Configure Automatic Updates | Enabled | Scheduled Install SUS Config |
Specify intranet Microsoft Update service location | Enabled | Scheduled Install SUS Config |
Reschedule Automatic Updates scheduled installations | Enabled | Scheduled Install SUS Config |
No auto-restart for scheduled Automatic Updates installations | Disabled | Scheduled Install SUS Config |
If you did not create the Scheduled Install SUS Configuration policy, you should see the following on a client computer:
Client computer Group Policy settings
| Setting | State | GPO Name |
Configure Automatic Updates | Enabled | Basic SUS Config |
Specify intranet Microsoft Update service location | Enabled | Basic SUS Config |
If you do not see these settings, double-check that you followed the procedures in the defining Policies for Installing Updates??section of this document.
If it a computer appears to have the Group Policy applied, but the expected updates still do not appear, try forcing a Group Policy update on that computer.
| • | To force a Group Policy update on a computer running Windows XP
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| • | To force a Group Policy update on a computer running Windows 2000
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Group Policy will be updated from the computer running Windows Server 2003 configured as a domain controller. Check again for updates after 48 hours have elapsed. If you did not create the Scheduled Install SUS Configuration policy, check to see if the update icon appears in the taskbar. You may need to wait a few hours after the completion of this procedure for this icon to appear.
Install the updates manually on your server computers at a time that is convenient for you.
| • | You must be logged on as a member of the Administrators group. |
| • | To install updates on a server computer
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If you do not see this icon and more than 48 hours has elapsed, perform the following procedures to try to fix the problem.
| • | To verify that a computer has received the appropriate Group Policy using the Resultant Set of Policy tool (Windows Server 2003 only)
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Your server computers will display the following information:
Server computer Group Policy settings
| Setting | State | GPO Name |
Configure Automatic Updates | Enabled | Basic SUS Config |
Specify intranet Microsoft Update service location | Enabled | Basic SUS Config |
If you do not see these settings, double-check that you followed the procedures in the defining Policies for Installing Updates??section of this document.
If a computer appears to have the Group Policy applied, but the expected updates still do not appear, try forcing a Group Policy update on that computer.
| • | To force a Group Policy update on a computer running Windows Server 2003
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| • | To force a Group Policy update on a computer running Windows 2000
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Group Policy will be updated from the computer running Windows Server 2003 and configured as a domain controller. Check to see if the update icon appears in the taskbar. You may need to wait a few hours after the completion of this procedure for the icon to appear.
The server that is running SUS downloads new updates automatically when they are released by Microsoft. Periodically check the SUS Administration page for new updates that you need to review for approval. To remind you that new updates are available, you can subscribe to receive update notifications using the "Get Notified Right Away of Important Security Updates" Web page on the Microsoft Web site at http://www.microsoft.com/security/default.mspx. If you subscribe, you will receive e-mail when new updates are released.
| • | You must be logged on as a member of the administrator group. |
| • | To keep your computer up-to-date
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To test the Windows updates, designate one of your computers as the test computer. This computer should run your important applications and be used by a person who is technically advanced enough to help you troubleshoot the problems that might arise from the tests. You will need more than one test computer if you have multiple operating system versions or if you cannot find a computer that runs all your important applications. For example, if you use Windows XP and Windows 2000, you need a Windows XP test computer and a Windows 2000 test computer.
Download the updates directly from Microsoft Windows Update Services and apply them to your test computer.
On test computers running Windows XP, you can use System Restore to protect your system from potential harmful changes. You use System Restore to create a restore point before testing the Windows updates. If the updates that you test cause problems with your applications, you can use System Restore to undo the updates. For computers that are not running Windows XP, you must manually uninstall the updates by using Add or Remove Programs from Control Panel.
Before you install updates, check with the vendor of any other applications that you use to see if there are any known problems with a Windows update. If so, there may be a solution for the problem and you can avoid unnecessary testing. Do the following to check for compatibility issues:
| • | Check the user documentation. |
| • | Browse the vendor?? Web site. Generally, compatibility issues are listed in the Support area. |
| • | Call the customer support number and ask about any known problems with service packs or Windows updates. |
| • | To create a restore point on your test computer (Windows XP only)
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Next, download any available critical updates and service packs from Microsoft Windows Update Services. You must do this on a test computer running each operating system version on your network. For example, if you have Windows XP and Windows 2000, you need a Windows XP test computer and a Windows 2000 test computer.
Note: Some updates cannot be removed. The update description will tell you which updates cannot be removed.
| • | To update your test computer
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Now you can test your important business applications on your test computer with the newly installed updates.
| • | To perform your application tests
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If your applications worked as expected, approve the updates. If not, you must remove the updates. For computers running Windows XP, you can use the system restore point that you created earlier or you can remove the updates manually. For computers running Windows 2000 or Windows Server 2003, you must remove the updates manually.
| • | To remove the updates by using System Restore (Windows XP only)
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| • | To remove the updates manually (Windows 2000, Windows Server 2003, or Windows XP)
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After all the updates have been removed, verify that your test computer and applications are functioning correctly.
If you have not already done so, contact the vendor of the application that experienced problems with the Windows updates to see if there is a known problem and if there is a solution.
If there are not any known solutions, you must determine exactly which update caused the problem with your application and avoid installing that update.
| • | To determine which update caused the problem
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After testing is complete, write down the Windows updates that passed your test. These will be the updates that you approve.
For more information about Software Update Services, see the following:
| • | Microsoft Software Update Services Deployment Guide on Microsoft Windows Server System Web site. |
For more information about Software Update Services 2.0, see "Software Update Services 2.0 Overview" in the Security Guidance Kit.