All Collections
Policy Management
How Tos
Patch Management
How to use third-party software management in
How to use third-party software management in

Learn how you can create software bundles tailored to each client, apply them to policies and manage them with an automated schedule.

Manish Balaji avatar
Written by Manish Balaji
Updated over a week ago

Businesses use software—a lot of it—to run their operations. For MSPs who provide these software solutions to these businesses, managing different sets of software for each client can get easily exhausting. There’s a lot of effort going into installing different software sets manually for each client, their site, and the smaller groups of assets within the site.

With, you can curate software bundles that you can use for different clients, automatically install them on their assets and manage them. All of it, remotely.

What does third-party software management do?

software mgmt flow.png

With third-party software management, you can:

  • Curate individual software bundles for different use cases and clients

  • Add software bundles to asset policies where you can install, update, or uninstall software on the client’s assets

  • Set a recurring cadence for software installation and management with the software install/update schedule

  • Check the status of the installed software for each asset

Creating a new software bundle

  1. Click Settings > Software Bundle under the asset management section.

  2. On the software bundle page, you’ll be able to create and manage software bundles for your clients. Click the + Create button on the top right to create your first software bundle.

  3. On the new software bundle page, give the bundle a name, click + Software, search for the software you want, add it, and click Save to create the new bundle. (Nice!)

Create a new software bundle.png

4. You can edit these bundles at any time, adding and removing any software to keep the bundle up-to-date.

Once you’ve created the new software bundle, all that’s left is to push it to the client’s assets. You can install it on their network of assets by adding it to an asset policy.

Adding software bundles to asset policies

  1. Click Settings > Policy Management under the Asset Management section.

  2. On the policy management page, you can see a list of all the policy sets you’ve created.

  3. Select the policy you want to add the software bundle to and open up the software management section.

4. The software management section is your control panel for managing software in all the assets that this policy applies to.

5. Click the + Software Bundle/Software button on the top right to add software bundles or individual software items to this policy.

6. Here, you can freshly install software onto the asset, routinely update software installed through, or uninstall it from the asset.

7. If you’d like to stop managing some software, you can also choose to delete it to get it off your radar.

8. You can automate the software installation actions by setting up the software installation/update schedule.

9. Here, you can choose the cadence for to deploy the software actions. In case the installed software requires a reboot, you can configure how you want the reboot to take place under reboot actions.

10. Once you’ve configured everything, click save to finalize the software management for this policy.

Ad-hoc Software Installation:

  1. You can install software ad hoc directly from the policy page. After configuring all settings, opt for the 'Save and Apply' button to instantly add or uninstall software while saving changes to a software policy.

2. The policy changes for installing or uninstalling software will be applied right away, but any pending software updates will not be implemented immediately.

3. Automatic updates for existing software are deferred to the scheduled update cycle.

📝 Note: If you choose only to "Save," all changes, including updates, will take effect only during the next scheduled update cycle.

Managing existing third-party apps with

We’re installing software using packages from the Chocolatey Community Platform using the Chocolatey Installer.

Regardless of the installation source, the following software applications will receive updates through

1. 7-zip
2. Adobe Air RunTime
3. WinRar
4. VLC Media Player
5. Thunderbird
6. Skype
7. Notepad++
8. MalwareBytes
9. Libreoffice
10. K-Lite Codec Pack Full
11. Foxit Reader
12. Dropbox
13. Zoom
14. Microsoft Teams
15. GoToMeeting
16. CutePDF Writer
17. CCleaner
18. Firefox
19. Google Chrome

Furthermore, any additional software installed in the default path that aligns with Chocolatey’s package install path will also be managed by Chocolatey for updates.

Once the first auto-deployment has taken place, you can check the status of the software installed on the asset details page.

Click Modules > Assets and open the asset in which the software was installed.

Asset - software mgmt.jpg

We’re always on the lookout for great features 👀 If you have any feature suggestions, add them to our roadmap. We’d love to take a look!

Did this answer your question?