Manage device cleanup policies

A cleanup policy is a set of steps that are performed on a device when a session ends to remove test data and changes in device settings in the session.

Learn about device cleanup policies management, including creating, editing, removing and assigning to teams or the organization.

Open the Cleanup Policies page

Select your profile name or picture, then choose Settings.

Select your profile name and select Settings

Select Cleanup Policy to access the Cleanup Policies page.

The Cleanup Policies list page

About the predefined cleanup policies

At the Cleanup Policies page, there are 2 predefined cleanup policies:

The Cleanup Policies list page with the 2 predefined cleanup policies

  • Thorough: This cleanup policy is equivalent to a user-created policy that has all configurations checked, and performs the most thorough cleanup on a device.

  • No Cleanup: This cleanup policy does not perform any cleanup on a device. It is not equivalent to a user-created policy without any checked item, as there are still some cleanup configurations enabled for the latter.

These predefined policies are created by the system and are not editable or removable.

Create or edit a cleanup policy

At the Cleanup Policies page, choose the Create button.

The Cleanup Policies list page with the Create button

Enter a name and description.

A closeup to cleanup policy configuration modal

Check the configurations you want to add for both the Android and iOS tabs. Refer to this page for a list of all configurations.

There are additional configurations not shown here that are always enabled for user-created cleanup policies. Refer to the list of configurations to learn more.

Check the policies you want to add

When you’re finished, select Save.

Confirm create new cleanup policies

The new cleanup policy appears in the list.

The new cleanup policy appears in the list

Select the created cleanup policy’s name to open the edit dialog.

The following cannot be edited:

  • Predefined cleanup policies (Thorough and No Cleanup).

  • Any cleanup policy that is assigned as default for the organization.

Edit the cleanup policy, then choose Save to apply the changes.

The created cleanup policy is not active until it is assigned as default for the organization or team.

Remove a cleanup policy

At the Cleanup Policies page, select to highlight a cleanup policy.

Select the Remove button, then confirm the removal in the pop-up.

The selected cleanup policy with the Remove button

The following cannot be removed:

  • Predefined cleanup policies (Thorough and No Cleanup).

  • Any cleanup policy that is assigned as default for the organization.

After removing a default cleanup policy of one or several teams, the default cleanup policy of the organization will be assigned as default for those teams instead.

Assign a cleanup policy as default for the organization

At the Cleanup Policies page, select to highlight a cleanup policy.

Select the Mark as default button, then confirm the selection in the pop-up.

The selected cleanup policy with the Mark as default button

After being assigned as the default for the organization, the cleanup policy is applied:

  • At the end of all sessions launched under the organization.

  • After the device restarts or reconnects to the Portal after a disconnection.

  • After the device is released from retain or virtualUSB.

Create and assign a cleanup policy as default for the team

In Org Management, select Teams, then search for your team.

Select a Team

In your team, select Settings, then either select an existing cleanup policy or choose New to create a new one.

Click New to add a cleanup policy

If you are creating a new cleanup policy, enter a name and description.

A closeup to cleanup policy configuration modal

Check the configurations you want to add for both the Android and iOS tabs. Refer to this page for a list of all configurations.

There are additional configurations not shown here that are always enabled for user-created cleanup policies. Refer to the list of configurations to learn more.

Check the policies you want to add

When you’re finished, select Save, then confirm the creation in the pop-up.

Confirm create new cleanup policies

Select Save one more time to apply the changes.

Click Save after creating a new cleanup policy

After being assigned as the default for the team, the cleanup policy is applied at the end of all sessions launched under the team.

In the Cleanup Policies page, you can view all teams assigned to the cleanup policy by selecting View teams.

A cleanup policy selected with the View teams link and list of assigned teams