We have the whole bundle installed on all of our servers, so far, no issues directly.
All that should happen is a short network blip or drop of connection, for just a bit, then pick back up.
This should have the same impact on IP addressing via DHCP as a Windows "shutdown/restart" - and we all know most of the time you get the same IP address right back at you.
i've had my same IP address for months, even though it's DHCP, even through Windows restarts. This IMO should be the same, so I'm really curious as to why it wants to assign a new address. Like you say, a release or renew message is all that can explain it - but why would it do that simply to insert a driver?
You might setup a wireshark session and watch what happens during an update from MR4 to RU5.......... see what command is hitting the DHCP server.
(PTP won't load or function on servers, the NTP will function and does very well here)
My solution here was to create a group for the VPN folks and not assign them a package - I deal with them manually. Typically when I do a PUSH to them, it's not an issue. I was finding the automatic upgrade via a package assigned to a group was causing bad side-effects. So VPN computers have their own group. Luckily, there's only a few that are VPN only - most others only VPN occasionally.