The Perfect Patch Management Duo: PatchMon + Ansible AWX

Learn how PatchMon and Ansible AWX work together to create a complete patch management solution with visibility and automation - managing 21 servers with 95% less effort.

9 min read
The Perfect Patch Management Duo: PatchMon + Ansible AWX

Managing patches across a fleet of servers is like trying to keep track of maintenance schedules for 21 different vehicles - you need to know what needs servicing (monitoring) AND you need a reliable way to perform that service (automation). Most organizations solve only one part of this equation, leading to either blind automation or manual, time-consuming patching processes.

In this article, I'll show you how PatchMon and Ansible AWX work together to create a complete, professional patch management solution that provides both visibility and automation.

The Patch Management Challenge

Before diving into the solution, let's understand the problem.

What Organizations Struggle With

Visibility Issues:

  • Which servers have pending updates?
  • Are there critical security patches waiting?
  • How many packages need updating across the infrastructure?
  • When was each server last patched?

Automation Challenges:

  • How to patch without causing downtime?
  • How to handle servers with different roles (database, application, DNS)?
  • What about containerized workloads like Docker Swarm?
  • How to verify patches were actually applied?

Compliance & Auditing:

  • Proving patch compliance for security audits
  • Tracking patch history over time
  • Demonstrating rapid response to CVEs
  • Maintaining audit trails

The Common Approaches (and Their Limitations)

Manual Patching:

# SSH to each server
ssh server01
sudo apt update && sudo apt upgrade -y
# Repeat 20 more times...

❌ Time-consuming
❌ Error-prone
❌ No visibility across infrastructure
❌ Doesn't scale

Automation-Only (e.g., unattended-upgrades):

# Set it and forget it
apt install unattended-upgrades

❌ No visibility into what's pending
❌ No control over when updates run
❌ Can't handle complex scenarios (Docker Swarm, custom scripts)
❌ Blind to failures

Monitoring-Only (manual application):

# Check monitoring dashboard
# See 15 servers need updates
# Still have to SSH and patch manually

❌ Still manual execution
❌ Time-consuming
❌ Inconsistent across environments

The Solution: PatchMon + AWX

The answer is combining the strengths of two specialized tools:

PatchMon = Your eyes (visibility and monitoring)
AWX = Your hands (automation and execution)

Together, they create a complete workflow:

┌──────────────┐         ┌──────────────┐         ┌──────────────┐
│   PatchMon   │         │  You Review  │         │     AWX      │
│   Dashboard  │ ──────> │  & Decide    │ ──────> │  Executes    │
│   (Monitor)  │  Shows  │   Action     │ Trigger │  (Automate)  │
└──────────────┘         └──────────────┘         └──────────────┘
       │                                                  │
       │                                                  │
       └────────────── Verify Results ────────────────────┘

Understanding PatchMon

PatchMon is a lightweight, web-based monitoring dashboard that continuously tracks the patch status of your Linux servers.

What PatchMon Provides

Visual Dashboard:

  • At-a-glance view of entire infrastructure
  • Color-coded status (up-to-date, updates pending, critical patches)
  • Grouping by environment, role, or custom tags

Package-Level Details:

  • Drill down to see exactly which packages need updating
  • Differentiate between security and regular updates
  • View package versions (current vs. available)

Security Focus:

  • Highlights critical security patches
  • CVE tracking and correlation
  • Priority-based alerting

Historical Data:

  • Patching trends over time
  • Compliance reporting
  • Audit trail for who patched what and when

Multi-Platform Support:

  • Ubuntu, Debian, RHEL, CentOS
  • Agentless or agent-based monitoring
  • REST API for integration

PatchMon's Strengths

Passive Monitoring - Doesn't change anything, safe to run continuously
Real-Time Status - Always current view of patch status
Low Overhead - Minimal resource requirements
Easy to Read - Non-technical staff can understand the dashboard
Compliance Ready - Generates reports for audits

PatchMon's Limitations

❌ Doesn't apply patches (monitoring only)
❌ Doesn't handle complex update scenarios (Swarm, custom workflows)
❌ No built-in scheduling
❌ No integration with configuration management

This is where AWX comes in.

Understanding Ansible AWX

AWX is the open-source version of Ansible Tower - a web-based UI and automation platform for Ansible playbooks.

What AWX Provides

Automation Engine:

  • Execute Ansible playbooks via web interface
  • Schedule automated runs
  • Parallel or sequential execution
  • Conditional workflows

Centralized Management:

  • Single interface for all automation
  • Role-based access control (RBAC)
  • Credential management (SSH keys, passwords)
  • Inventory management

Complex Scenarios:

  • Multi-step workflows
  • Conditional execution (if X succeeds, do Y)
  • Custom pre/post-update scripts
  • Safe updates for clustered systems (Docker Swarm, Kubernetes)

Audit & Logging:

  • Complete execution history
  • Real-time log streaming
  • Success/failure tracking
  • Integration with logging systems

AWX's Strengths

Powerful Automation - Handles complex update scenarios
Safe Execution - Drain Docker Swarm nodes, sequential updates
Customizable - Run custom scripts before/after updates
Scheduled Automation - Set it and forget it
GitOps Integration - Version-controlled playbooks

AWX's Limitations

❌ Doesn't show pending updates (execution only)
❌ Requires more infrastructure (Kubernetes/Minikube)
❌ Higher learning curve
❌ No built-in patch status monitoring

This is where PatchMon comes in.

Why They're Better Together

The Perfect Complement

PatchMon and AWX intentionally solve different problems, making them naturally complementary:

Aspect PatchMon AWX
Primary Function Monitor Execute
Changes Systems No Yes
Complexity Simple Advanced
Resource Usage Low Moderate
Risk Level Zero Managed
User Interface Read-only dashboard Control panel
Information Flow Servers → Dashboard Dashboard → Servers

The Complete Workflow

Here's how they work together in practice:

1. Continuous Monitoring (PatchMon)

PatchMon agent on each server checks for updates
     ↓
Reports to central dashboard
     ↓
Dashboard shows: "15 servers have pending updates, 
                  3 critical security patches"

2. Review & Decision (Human)

Administrator checks PatchMon Monday morning
     ↓
Sees critical security patch for OpenSSL
     ↓
Decides: "Apply immediately to all servers"

3. Automated Execution (AWX)

Administrator launches AWX job template
     ↓
AWX executes playbooks safely:
  - Updates non-critical servers in parallel
  - Updates Swarm workers one-by-one (drain/activate)
  - Updates Swarm managers sequentially
  - Updates DNS servers last
     ↓
Runs custom post-update scripts
Reboots if needed (swarm-safe)

4. Verification (PatchMon)

30 minutes later, check PatchMon again
     ↓
Confirms: All servers now show "up to date"
     ↓
Critical security patch installed everywhere ✅

Real-World Scenario: Security Response

Let's walk through a real scenario to see the power of this combination.

Tuesday, 10:00 AM - Critical CVE Announced

A critical vulnerability is discovered in OpenSSL affecting all your Ubuntu servers.

Without PatchMon + AWX:

# SSH to each server individually
for server in server01 server02 server03 ... server21; do
    ssh $server
    # Check if vulnerable
    dpkg -l | grep openssl
    # Apply update
    sudo apt update && sudo apt upgrade openssl -y
    # Maybe reboot?
    sudo reboot
done
# Takes: 2-3 hours
# Errors: Probably miss a server or two
# Downtime: Uncoordinated reboots
# Verification: Manual checking
# Audit trail: Your bash history

With PatchMon + AWX:

10:05 AM - Check PatchMon:

Dashboard immediately shows:
  - 21 servers affected
  - OpenSSL security update available
  - Severity: CRITICAL
  - CVE-2024-XXXXX

10:07 AM - Review Impact:

PatchMon details:
  - Current version: 1.1.1f
  - Available: 1.1.1t (security fix)
  - Affected services: nginx, apache2, mysql

10:10 AM - Execute via AWX:

AWX → Templates → "Update All Infrastructure"
Click: Launch

AWX automatically:
  ✓ Updates all non-critical servers (parallel)
  ✓ Drains Swarm workers one-by-one
  ✓ Updates and reboots Swarm workers
  ✓ Reactivates Swarm workers
  ✓ Updates Swarm managers sequentially
  ✓ Updates HAProxy servers
  ✓ Updates DNS servers last
  ✓ Zero service interruption

10:45 AM - Verify in PatchMon:

Dashboard now shows:
  ✓ All 21 servers patched
  ✓ OpenSSL version: 1.1.1t
  ✓ CVE-2024-XXXXX: Resolved
  ✓ Compliance: 100%

10:50 AM - Report to Management:

Screenshot from PatchMon:
  "Critical security vulnerability patched across
   entire infrastructure in 35 minutes"

AWX logs provide complete audit trail

Results:

  • Total time: 45 minutes
  • Manual effort: 10 minutes
  • Downtime: Zero (Docker Swarm safe updates)
  • Errors: None
  • Missed servers: None
  • Audit trail: Complete

Integration Patterns

While PatchMon and AWX don't have direct integration, they work together through well-defined workflows:

Pattern 1: Scheduled Automation with Monitoring

Use Case: Regular weekly updates

Sunday 2:00 AM - AWX runs scheduled workflow
     ↓
Updates all servers automatically
     ↓
Monday 9:00 AM - Admin checks PatchMon
     ↓
Verifies all updates applied successfully
     ↓
If issues found → Investigate via AWX logs

Benefits:

  • Set it and forget it automation
  • Weekly verification via PatchMon
  • Historical trend tracking
  • Catch any failed updates

Pattern 2: On-Demand Execution

Use Case: Critical security patches

PatchMon alerts to critical patch
     ↓
Admin reviews severity in PatchMon
     ↓
Decides to patch immediately
     ↓
Launches specific AWX job template
     ↓
Verifies in PatchMon after completion

Benefits:

  • Visibility-driven decisions
  • Rapid response capability
  • Controlled execution
  • Immediate verification

Pattern 3: Staged Rollout

Use Case: Testing updates before production

PatchMon shows updates available
     ↓
AWX: Update dev servers first
     ↓
PatchMon: Verify dev servers updated
     ↓
Wait 24 hours, monitor for issues
     ↓
AWX: Update production servers
     ↓
PatchMon: Verify production servers updated

Benefits:

  • Risk mitigation
  • Gradual rollout
  • Verification at each stage
  • Rollback if needed

Pattern 4: Compliance Reporting

Use Case: Monthly security audit

Generate PatchMon report for month
     ↓
Shows patch compliance trend
     ↓
Export AWX execution logs
     ↓
Demonstrates automated patching process
     ↓
Submit to auditors with evidence:
  - When patches were applied
  - Success/failure rates
  - Current compliance status

Benefits:

  • Automated evidence collection
  • Historical compliance data
  • Audit-ready reports
  • Process documentation

Architecture Example

Here's what a typical PatchMon + AWX infrastructure looks like:

┌─────────────────────────────────────────────────────────────┐
│                     Management Network                      │
│                                                             │
│  ┌────────────────┐              ┌─────────────────┐        │
│  │   PatchMon     │              │      AWX        │        │
│  │   Dashboard    │              │  (Kubernetes)   │        │
│  │                │              │                 │        │
│  │  Web UI:       │              │  Web UI:        │        │
│  │  http://...:80 │              │  http://..:30080│        │
│  │                │              │                 │        │
│  │  - Monitors    │              │  - Executes     │        │
│  │  - Reports     │              │  - Automates    │        │
│  │  - Alerts      │              │  - Logs         │        │
│  └────────────────┘              └─────────────────┘        │
│         ↑                                  ↓                │
│         │                                  │                │
└─────────┼──────────────────────────────────┼────────────────┘
          │                                  │
          │ Status Reports                   │ Ansible Playbooks
          │ (Read-only)                      │ (Read/Write via SSH)
          │                                  │
┌─────────┴──────────────────────────────────┴─────────────────┐
│                    Production Servers                        │
│                                                              │
│  ┌──────────┐  ┌──────────┐  ┌──────────┐  ┌──────────┐      │
│  │ Server01 │  │ Server02 │  │ Server03 │  │  ...21   │      │
│  │          │  │          │  │          │  │          │      │
│  │ PatchMon │  │ PatchMon │  │ PatchMon │  │ PatchMon │      │
│  │  Agent   │  │  Agent   │  │  Agent   │  │  Agent   │      │
│  └──────────┘  └──────────┘  └──────────┘  └──────────┘      │
│       ↑              ↑              ↑             ↑          │
│       └──────────────┴──────────────┴─────────────┘          │
│                     Reports package status                   │
└──────────────────────────────────────────────────────────────┘

Practical Benefits

Let's look at real metrics from using this combination:

Before (Manual Patching)

Weekly Patching Window:

  • Time required: 4-6 hours
  • Servers patched: ~60% (time constraints)
  • Critical patches: Applied within 48-72 hours
  • Downtime: 15-30 minutes per server
  • Audit trail: Spreadsheet notes
  • Verification: Manual checks
  • Compliance rate: ~60%

Monthly Metrics:

  • Admin time spent: 20-25 hours
  • Unpatched servers: 8-10 at any time
  • Security incidents: 1-2 related to unpatched systems
  • Audit findings: "Inconsistent patching process"

After (PatchMon + AWX)

Weekly Patching Window:

  • Time required: 5 minutes (monitoring)
  • Servers patched: 100% (automated)
  • Critical patches: Applied within 30 minutes
  • Downtime: Zero (Swarm-safe updates)
  • Audit trail: Complete in AWX
  • Verification: Automatic via PatchMon
  • Compliance rate: 100%

Monthly Metrics:

  • Admin time spent: 2-3 hours (monitoring only)
  • Unpatched servers: 0 consistently
  • Security incidents: 0 related to patching
  • Audit findings: "Exemplary automated process"

Common Workflows

Daily Morning Routine

# 9:00 AM - Start of day

1. Open PatchMon dashboard
2. Quick visual scan: Any red (critical)?
3. If yes → Check details → Launch AWX if urgent
4. If no → Continue with day
5. Weekly: Review trends, plan actions

Time: 2-3 minutes

Weekly Scheduled Updates

# Saturday 11:00 PM - Automated

1. AWX scheduled job runs automatically
2. Updates all servers (except during active incidents)
3. Handles reboots, Swarm draining, custom scripts
4. Logs everything

# Monday 9:00 AM - Verification

1. Check PatchMon: All servers green?
2. If not → AWX logs show why
3. Fix issues, re-run if needed
4. Export weekly report

Time: 5 minutes manual

Critical Security Response

# Anytime - Security Alert

1. Check PatchMon: Which servers affected?
2. Review severity and impact
3. Launch appropriate AWX job:
   - Single server
   - Group of servers  
   - All infrastructure
4. Monitor AWX execution in real-time
5. Verify in PatchMon
6. Export report for documentation

Time: 15-30 minutes end-to-end

Monthly Compliance Review

# Last day of month

1. PatchMon: Generate monthly report
   - Compliance percentage
   - Patch lag metrics
   - Critical patches applied
   - Trend analysis

2. AWX: Export execution logs
   - Number of runs
   - Success rate
   - Servers patched
   - Issues encountered

3. Combine into compliance report
4. Submit to security team

Time: 30 minutes

Advanced Use Cases

Multi-Environment Management

Scenario: Dev, Staging, Production

PatchMon Setup:

Dashboard grouping:
  - Development (auto-update, aggressive)
  - Staging (weekly, test zone)
  - Production (controlled, conservative)

AWX Workflow:

Monday: Update Development → Verify in PatchMon
Wednesday: Update Staging → Verify in PatchMon
Saturday: Update Production → Verify in PatchMon

Benefits:

  • Catch issues in dev before production
  • Test updates in staging
  • Controlled production rollout
  • Same tools across all environments

Compliance-Driven Patching

Scenario: Security audit requires 48-hour patch SLA

PatchMon Alerts:

Critical security patch detected
     ↓
Alert sent immediately
     ↓
Must be applied within 48 hours

AWX Response:

Auto-schedule job for next maintenance window
If >40 hours old → escalate to manual review
If >48 hours → emergency patch job

Reporting:

PatchMon generates:
  - Time-to-patch metrics
  - SLA compliance percentage
  - Exception reports
  - Audit-ready evidence

Disaster Recovery Validation

Scenario: Verify DR servers are patched

Monthly Test:

1. PatchMon: Check DR server status
2. AWX: Run update playbook on DR
3. PatchMon: Verify DR matches production
4. Report: DR readiness confirmed

Benefits:

  • DR servers stay current
  • Validate automation works in DR environment
  • Ensure DR isn't forgotten
  • Audit trail for DR compliance

Conclusion

PatchMon and AWX together create a patch management solution that rivals enterprise commercial offerings while giving you complete control and customization.

What You Get

Visibility (PatchMon):

  • Know what needs patching, always
  • Track compliance over time
  • Generate audit reports
  • Monitor trends and patterns

Automation (AWX):

  • Patch safely and automatically
  • Handle complex scenarios (Swarm, custom scripts)
  • Schedule or on-demand execution
  • Complete audit trail

Together:

  • Proactive instead of reactive patching
  • Rapid security response
  • Zero-touch routine updates
  • Compliance-ready documentation
  • Significant time savings
  • Reduced security risk

Patch management doesn't have to be painful. With the right combination of tools - monitoring for visibility and automation for execution - you can transform patching from a time-consuming manual process into a well-oiled, automated machine.

PatchMon shows you what needs to be done.
AWX does it safely and automatically.
Together, they give you both control and confidence.

Whether you're managing 5 servers or 500, this approach scales and adapts to your needs while remaining completely under your control.

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