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Getting Started

Access the data sources management interface by navigating to th Glean admin console (click the wrench icon in the left-hand navigation menu). You’ll land on the Data Sources page by default.

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Monitoring Data Sources

The data sources page provides an overview of all your connected sources and their current status.
Status indicators like crawl status, document count, and content crawl may not always reflect real-time information. When you see “Crawl in progress”, content should still be searchable as long as:
  • There is a document count displayed
  • The data source is set as visible
If content isn’t appearing in search results despite meeting these conditions, please submit a support ticket.

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Setting Up New Data Sources

1

Add Data Source

Click the “Add data source” button to view available native connectors. You can add:
2

Configure Settings

Provide necessary credentials and configurations for crawling. You can save your progress and resume setup later.
3

Manage Data

Define rules to control what content Glean can crawl:
  • Set inclusion/exclusion rules
  • Configure content type filters
  • Customize crawling parameters
This step becomes available after saving the initial setup.
4

Start Crawling

Choose to either:
  • Start crawling immediately
  • Schedule crawling for later (can be initiated from the Get Started tab under Review Data Source Crawl)

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Visibility Controls

Best Practices for New Data Sources

  1. Initially set visibility to “Visible to test group only”
  2. Configure your test group through the Manage test group option
  3. Let the test group verify search results and content accuracy
  4. Once verified, set visibility to “visible to everyone”

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Content Overview

Clicking into a specific data source reveals detailed information about:
  • Crawl status
  • Content indexing progress
  • Document types (e.g., for Dropbox):
    • Folder
    • Document
    • Spreadsheet
    • Paper
    • Video

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Advanced Configuration

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Managing Data Rules

Some data sources (like Google Drive) offer a dedicated “Manage Data” tab for advanced configuration options:
  • Define inclusion/exclusion rules
  • Set content type filters
  • Configure crawling parameters
If you need custom configurations for data sources without a “Manage Data” tab, contact support or your Glean representative. We continuously expand self-service configuration options.
Looking for the original version of this page? You can find the archived version here.