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articles/automanage/automanage-hotpatch.md

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## How hotpatch works
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Hotpatch works by first establishing a baseline with a Windows Update Latest Cumulative Update. Hotpatches are periodically released (for example, on the second Tuesday of the month) that builds on that baseline. Hotpatches will contain updates that don't require a reboot. Periodically (starting at every three months), the baseline is refreshed with a new Latest Cumulative Update.
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Hotpatch works by first establishing a baseline with a Windows Update Latest Cumulative Update. Hotpatches are periodically released (for example, on the second Tuesday of the month) that builds on that baseline. Hotpatches updates the VM without requiring a reboot. Periodically (starting at every three months), the baseline is refreshed with a new Latest Cumulative Update.
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:::image type="content" source="media\automanage-hotpatch\hotpatch-sample-schedule.png" alt-text="Hotpatch Sample Schedule.":::
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There are two types of baselines: **Planned baselines** and **Unplanned baselines**.
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* **Planned baselines** are released on a regular cadence, with hotpatch releases in between. Planned baselines include all the updates in a comparable _Latest Cumulative Update_ for that month, and require a reboot.
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* The sample schedule above illustrates four planned baseline releases in a calendar year (five total in the diagram), and eight hotpatch releases.
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* **Unplanned baselines** are released when an important update (such as a zero-day fix) is released, and that particular update can't be released as a hotpatch. When unplanned baselines are released, a hotpatch release will be replaced with an unplanned baseline in that month. Unplanned baselines also include all the updates in a comparable _Latest Cumulative Update_ for that month, and also require a reboot.
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* The sample schedule above illustrates two unplanned baselines that would replace the hotpatch releases for those months (the actual number of unplanned baselines in a year isn't known in advance).
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* The sample schedule illustrates four planned baseline releases in a calendar year (five total in the diagram), and eight hotpatch releases.
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* **Unplanned baselines** are released when an important update (such as a zero-day fix) is released, and that particular update can't be released as a hotpatch. When unplanned baselines are released, they replace a hotpatch update in that month. Unplanned baselines also include all the updates in a comparable _Latest Cumulative Update_ for that month, and also require a reboot.
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* The sample schedule illustrates two unplanned baselines that would replace the hotpatch releases for those months (the actual number of unplanned baselines in a year isn't known in advance).
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## Regional availability
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Hotpatch is available in all global Azure regions.
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* You can preview onboarding Automanage machine best practices during VM creation in the Azure portal by visiting the [Azure Marketplace](https://aka.ms/AzureEdition).
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1. Supply details during VM creation
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* Ensure that a supported _Windows Server Azure Edition_ image is selected in the Image dropdown. See [automanage windows server services](automanage-windows-server-services-overview.md#getting-started-with-windows-server-azure-edition) to determine which images are supported.
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* On the Management tab under section ‘Guest OS updates’, the checkbox for 'Enable hotpatch' will be selected. Patch orchestration options are set to 'Azure-orchestrated'.
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* On the Management tab under section ‘Guest OS updates’, the checkbox for 'Enable hotpatch' is selected. Patch orchestration options are set to 'Azure-orchestrated'.
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* If you create a VM by visiting the [Azure Marketplace](https://aka.ms/AzureEdition), on the Management tab under section 'Azure Automanage', select 'Dev/Test' or 'Production' for 'Azure Automanage environment' to evaluate Automanage machine best practices while in preview.
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1. Create your new VM
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[Automatic VM Guest Patching](../virtual-machines/automatic-vm-guest-patching.md) is enabled automatically for all VMs created with a supported _Windows Server Azure Edition_ image. With automatic VM guest patching enabled:
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* Patches classified as Critical or Security are automatically downloaded and applied on the VM.
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* Patches are applied during off-peak hours in the VM's time zone.
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* Patch orchestration is managed by Azure and patches are applied following [availability-first principles](../virtual-machines/automatic-vm-guest-patching.md#availability-first-updates).
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* Azure manages the patch orchestration and patches are applied following [availability-first principles](../virtual-machines/automatic-vm-guest-patching.md#availability-first-updates).
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* Virtual machine health, as determined through platform health signals, is monitored to detect patching failures.
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## How does automatic VM guest patching work?
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When [Automatic VM Guest Patching](../virtual-machines/automatic-vm-guest-patching.md) is enabled on a VM, the available Critical and Security patches are downloaded and applied automatically. This process kicks off automatically every month when new patches are released. Patch assessment and installation are automatic, and the process includes rebooting the VM as required.
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With hotpatch enabled on supported _Windows Server Azure Edition_ VMs, most monthly security updates are delivered as hotpatches that don't require reboots. Latest Cumulative Updates sent on planned or unplanned baseline months require VM reboots. Additional Critical or Security patches may also be available periodically, which may require VM reboots.
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With hotpatch enabled on supported _Windows Server Azure Edition_ VMs, most monthly security updates are delivered as hotpatches that don't require reboots. Latest Cumulative Updates sent on planned or unplanned baseline months require VM reboots. Other Critical or Security patches may also be available periodically, which may require VM reboots.
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The VM is assessed automatically every few days and multiple times within any 30-day period to determine the applicable patches for that VM. This automatic assessment ensures that any missing patches are discovered at the earliest possible opportunity.
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Patches are installed within 30 days of the monthly patch releases, following [availability-first principles](../virtual-machines/automatic-vm-guest-patching.md#availability-first-updates). Patches are installed only during off-peak hours for the VM, depending on the time zone of the VM. The VM must be running during the off-peak hours for patches to be automatically installed. If a VM is powered off during a periodic assessment, the VM is assessed and applicable patches are installed automatically during the next periodic assessment when the VM is powered on. The next periodic assessment usually happens within a few days.
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Definition updates and other patches not classified as Critical or Security won't be installed through automatic VM guest patching.
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Definition updates and other patches not classified as Critical or Security won't be installed through Automatic VM Guest Patching.
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## Understanding the patch status for your VM
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To view the patch status for your VM, navigate to the **Guest + host updates** section for your VM in the Azure portal. Under the **Guest OS updates** section, select ‘Go to Hotpatch (Preview)’ to view the latest patch status for your VM.
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On this screen, you'll see the hotpatch status for your VM. You can also review if there any available patches for your VM that haven't been installed. As described in the ‘Patch installation’ section above, all security and critical updates are automatically installed on your VM using [Automatic VM Guest Patching](../virtual-machines/automatic-vm-guest-patching.md) and no extra actions are required. Patches with other update classifications aren't automatically installed. Instead, they're viewable in the list of available patches under the ‘Update compliance’ tab. You can also view the history of update deployments on your VM through the ‘Update history’. Update history from the past 30 days is displayed, along with patch installation details.
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The Hotpatch status associated with your VM is displayed on the page. You can also review if there any available patches for your VM that haven't been installed. As described in the ‘Patch installation’ section, all security and critical updates are automatically installed on your VM using [Automatic VM Guest Patching](../virtual-machines/automatic-vm-guest-patching.md) and no extra actions are required. Patches with other update classifications aren't automatically installed. Instead, they're viewable in the list of available patches under the ‘Update compliance’ tab. You can also view the history of update deployments on your VM through the ‘Update history’. Update history from the past 30 days is displayed, along with patch installation details.
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:::image type="content" source="media\automanage-hotpatch\hotpatch-management-ui.png" alt-text="Hotpatch Management.":::
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With automatic VM guest patching, your VM is periodically and automatically assessed for available updates. These periodic assessments ensure that available patches are detected. You can view the results of the assessment on the Updates screen above, including the time of the last assessment. You can also choose to trigger an on-demand patch assessment for your VM at any time using the ‘Assess now’ option and review the results after assessment completes.
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With automatic VM guest patching, your VM is periodically and automatically assessed for available updates. These periodic assessments ensure that available patches are detected. You can view the results of the assessment on the Updates Page, including the time of the last assessment. You can also choose to trigger an on-demand patch assessment for your VM at any time using the ‘Assess now’ option and review the results after assessment completes.
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Similar to on-demand assessment, you can also install patches on-demand for your VM using the ‘Install updates now’ option. Here you can choose to install all updates under specific patch classifications. You can also specify updates to include or exclude by providing a list of individual knowledge base articles. Patches installed on-demand aren't installed using availability-first principles and may require more reboots and VM downtime for update installation.
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## Supported updates
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Hotpatch covers Windows Security updates and maintains parity with the content of security updates issued to in the regular (non-hotpatch) Windows update channel.
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There are some important considerations to running a supported _Windows Server Azure Edition_ VM with hotpatch enabled. Reboots are still required to install updates that aren't included in the hotpatch program. Reboots are also required periodically after a new baseline has been installed. These reboots keep the VM in sync with non-security patches included in the latest cumulative update.
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* Patches that are currently not included in the hotpatch program include non-security updates released for Windows, and non-Windows updates (such as .NET patches). These types of patches need to be installed during a baseline month, and will require a reboot.
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There are some important considerations to running a supported _Windows Server Azure Edition_ VM with hotpatch enabled. Reboots are still required to install updates that aren't included in the hotpatch program. Reboots are also required periodically after a new baseline has been installed. The reboots keep the VM in sync with non-security patches included in the latest cumulative update.
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* Patches that are currently not included in the hotpatch program include non-security updates released for Windows, and non-Windows updates (such as .NET patches). These types of patches need to be installed during a baseline month, and require a reboot.
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## Frequently asked questions
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### When will I receive the first hotpatch update?
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* Hotpatch updates are typically released on the second Tuesday of each month. For more information, see below.
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* Hotpatch updates are typically released on the second Tuesday of each month.
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### What will the hotpatch schedule look like?
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* Hotpatching works by establishing a baseline with a Windows Update Latest Cumulative Update, then builds upon that baseline with hotpatch updates released monthly. Baselines will be released starting out every three months. See the image below for an example of an annual three-month schedule (including example unplanned baselines due to zero-day fixes).
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* Hotpatching works by establishing a baseline with a Windows Update Latest Cumulative Update, then builds upon that baseline with hotpatch updates released monthly. A typical baseline update is released every three months. See the image below for an example of an annual three-month schedule (including example unplanned baselines due to zero-day fixes).
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:::image type="content" source="media\automanage-hotpatch\hotpatch-sample-schedule.png" alt-text="Hotpatch Sample Schedule.":::
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### Are reboots still needed for a VM enrolled in hotpatch?
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### Do VMs need a reboot after enrolling in hotpatch?
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* Reboots are still required to install updates not included in the hotpatch program, and are required periodically after a baseline (Windows Update Latest Cumulative Update) has been installed. This reboot will keep your VM in sync with all the patches included in the cumulative update. Baselines (which require a reboot) will start out on a three-month cadence and increase over time.
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* You can file a [technical support case ticket](https://portal.azure.com/#blade/Microsoft_Azure_Support/HelpAndSupportBlade/newsupportrequest). For the Service option, search for and select **Virtual Machine running Windows** under Compute. Select **Azure Features** for the problem type and **Automatic VM Guest Patching** for the problem subtype.
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### Are Azure Virtual Machine Scale Sets Uniform Orchestration Supported on Azure-Edition images?
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* The [Windows Server 2022 Azure Edition Images](https://azuremarketplace.microsoft.com/marketplace/apps/microsoftwindowsserver.windowsserver?tab=PlansAndPrice) provide the best in class operating system that includes the innovation built into Windows Server 2022 images plus additional features. Since Azure Edition images support Hotpatching, VM scale sets (VMSS) with Uniform Orchestration can't be created on these images. The blockade on using VMSS Uniform Orchestration on these images will be lifted once [Auto Guest Patching](https://learn.microsoft.com/azure/virtual-machines/automatic-vm-guest-patching?toc=https%3A%2F%2Flearn.microsoft.com%2F%2Fazure%2Fvirtual-machine-scale-sets%2Ftoc.json&bc=https%3A%2F%2Flearn.microsoft.com%2F%2Fazure%2Fbread%2Ftoc.json) and Hotpatching are supported.
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## Next steps
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* Learn about [Azure Update Management](../automation/update-management/overview.md)

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