OT Security Best Practices: Strategic Patching in OT

Patching in OT isn’t a scheduled routine—it’s a calculated operation. Every decision carries operational risk, from downtime to compliance violations. Unlike traditional IT environments, OT systems control physical infrastructure where even minor disruptions can halt production, compromise safety, or trigger regulatory fallout.

A mistimed reboot at a water treatment facility could interrupt chemical dosing and affect water quality. In power generation, patches often wait for scheduled outages to avoid violating EPA regulations—like limits on heat exhaust from cooling towers.

This blog breaks down why OT patching requires a different approach, what risks to watch for, and the best practices that help teams manage updates with confidence.

OT Patching Mistakes That Put Operations at Risk

One major misstep is treating OT patching like IT patching. In IT, updates are frequent and automated. In OT, that mindset can trigger serious consequences—process disruption, equipment failure, or safety violations.

At power plants, for instance, water treatment systems balance pH in water drawn from rivers before it reaches turbines. A reboot at the wrong time can throw off balance and cause catastrophic damage. While power generation systems can sometimes handle patching better—some include redundant Human-Machine Interfaces (HMIs)—that resilience depends entirely on the system’s architecture.

Common OT Security mistakes that put operations at risk include:

• Treating OT like IT: Applying frequent, automated updates without considering process impact can disrupt physical systems and introduce risk.
• Misunderstanding vendor responsibilities: OEMs like GE and Siemens only patch supported configurations and often deliver updates via physical media. They don’t cover legacy systems or coordinate timelines. OT teams must take the lead—managing relationships, verifying configurations, and planning patches around plant operations.
• Skipping inventory validation: Without a current, accurate view of what’s active, teams may patch unused systems or miss critical ones entirely.
• Overlooking system sprawl: Legacy or idle systems often stay connected long after they’re no longer needed—widening the attack surface and complicating patching unnecessarily.
• Using a one-size-fits-all approach: OT systems can go unpatched for years. A blanket policy doesn’t work. Patching must be phased, tested, and aligned with operational cycles.

OT patching isn’t just a technical task—it’s operational risk management. It takes visibility, coordination, and a deliberate, system-aware strategy.

Best Practices to Get OT Patching Right

Start With a Validated Asset Inventory
Document what’s running and remove outdated or unused systems. Never assume a system is active or inactive—verify it.

Backup and Test Before You Patch
Take full system backups and run recovery drills. Don’t just backup—plan for failure, including hardware restoration if needed.

Test in a Sandbox First
Use an isolated, mirrored environment to test patches safely. In OT, you might be applying a patch years after its release. Testing isn’t optional.

Phase Deployment by Criticality
Start with low-risk systems and move carefully toward high-impact assets. Monitor behavior before scaling.

Align With Vendor Support
Design patching processes around what OEMs support and what they don’t. Fill the gaps with internal controls and recovery options.

Patching That Goes Beyond Maintenance

Patching in OT isn’t just a security task—it’s operational decision-making. From legacy systems to vendor-specific architectures, every environment presents its own constraints. Some updates need to be delayed until the next maintenance window. Others require coordination with OEMs just to confirm what’s even safe to patch.

Patching often turns OT engineers into vendor relationship managers—navigating support boundaries, validating configurations, and guiding decisions on what can realistically and safely be updated.

That’s where ProArch’s OT Insights & Managed Services becomes a force multiplier—giving teams real-time visibility into active systems, patch readiness, vendor dependencies, and operational risk. It takes the guesswork out of patching and anchors every decision in live, accurate data.

At ProArch, we help operations teams prioritize patching by validating active systems, clarifying vendor responsibilities, and building phased, risk-based patching strategies. It’s about patching the right systems at the right time—with the right safeguards in place.

If you’re ready to make OT patching safer, smarter, and more strategic—let’s start the conversation.