How to apply patches using Patch Management in Symantec eDiscovery Platform


In version 7.1.3, Clearwell introduced a new feature known as Patch Management.  This is an informational guide on how this new functionality works within Clearwell.


  1. Logon directly to the Clearwell server as an Administrator
  2. Open Clearwell user-inface (UI) in Internet Explorer 
    1. Login with a System Manager account
  3. Navigate to System > Patches
    1. On top right side of the screen > Confirm the Automatic Notifications box is checked if you want future update notifications
    2. Note: This page displays all available updates by name, descrption, and status.
    3. Note: Available updates will display in the Actions column as Download
  4. Select ESAs / Available Download > click Install Selected (bottom left)
    1. The updates will now download and begin installation; when finished the status will change to Install Pending Restart
    2. It is recommended to download/install patches in batches of three or fewer. Larger batches have been known to cause the patches to fail to install.
  5. Restart Services: Navigate to Windows Desktop > Open Clearwell Commander
    1. Click on Action > Stop Appliance Services
    2. When completed, Click on Action > Start Appliance Services
    3. Note: Services will stop/start untill all patches are applied
    4. Wait approx. 15 minutes
  6. Verify Installs: Open the user-interface in Internet Explorer and login with a System Manager account
    1. Navigate to System > Patches
    2. Verify the patches were applied via the Status column; patches should be set as Installed

Watch a video on this process


Terms of use for this information are found in Legal Notices.



Did this article answer your question or resolve your issue?


Did this article save you the trouble of contacting technical support?


How can we make this article more helpful?

Email Address (Optional)