Sigma

note

Beta: This page contains beta features and may change.

The Sigma connector lets your team search for Sigma workbooks, workbook pages, and elements directly in Glean, while respecting Sigma source permissions.

This connector is designed to help users get to the right dashboard or chart faster and bring more BI context into Glean search and follow-on workflows.

What the connector indexes

The Sigma connector indexes the following Sigma content types:

• Workbooks
• Pages
• Elements such as charts, tables, text blocks, and controls
• Workspaces

What users can do with Sigma content in Glean

After the connector is set up and crawled, users can:

• Search for Sigma workbooks in Glean
• Find specific pages within a workbook
• Discover relevant charts and elements from Sigma content
• Open matching results in Sigma
• See only content they are allowed to access in Sigma

Permissions model

The connector respects Sigma permissions in Glean search results.

Sigma uses grants to determine access in Glean. A grant can apply to either:

• A user
• A team

In the current implementation:

• workspace results use grants defined on the workspace
• workbook results use grants defined on the workbook
• page and element results use grants defined on the parent workbook

How syncing works

The connector uses full crawls to keep content and permissions up to date.

Sigma does not support incremental crawls or webhook functionality for this integration.

In the Glean admin setup, Sigma is presented as syncing content and permissions multiple times each day after initial indexing.

Before you begin

To set up the Sigma connector, you need:

• A Sigma admin account
• Access to the Glean Admin Console to add the connector

Set up the Sigma connector

Required configuration values

When you add the Sigma connector in Glean, you must provide the following values:

Field in Glean	What to enter
Client ID	The Sigma API client ID
Client Secret	The Sigma API client secret
API Base URL	The API base URL shown in Sigma Admin > Developer Access
Organization Name	The organization name from your Sigma URL

Step 1: Generate API credentials in Sigma

1. Sign in to your Sigma instance as an admin at https://app.sigmacomputing.com/.

2. Click your profile icon in the top-right corner and click Administration.

3. From the left sidebar select Developer Access.

4. Click Create new to generate a new client credential pair.

5. Under Select scopes, select REST API.

6. Enter a descriptive name for the credential, for example, Glean Integration.

7. Select an Owner for the credential. The owner must be a user with admin permissions.

8. Click Create.

9. From the Access Credentials window, copy the Client ID and Secret, then click Close.

   note

   The Secret is only displayed once. Ensure you copy and store it securely before closing the window.

Step 2: Copy your API base URL

1. In the Developer Access section, locate the API base URL.
2. Copy the API base URL.

Step 3: Identify your organization name

1. In your Sigma browser URL, locate and copy the organization name immediately following the domain. For example, in https://app.sigmacomputing.com/<your-org-name>/..., <your-org-name> is your organization name.

Step 4: Configure in Glean

1. In Glean go to Admin console > Data sources > Add data source and select Sigma.
2. Enter a name for your Sigma data source.
3. Enter the following details:
   • Client ID: The Client ID generated in Step 1.
   • Client Secret: The Secret generated in Step 1.
   • API Base URL: The URL copied in Step 2.
   • Organization Name: The name identified in Step 3.
4. Click Save.

After saving, the connector is ready to begin indexing.

Search experience

Sigma workbook documents include metadata such as the description, tags, and timestamps.

Supported result types include:

• Workbooks
• Workbook pages
• Workbook elements

Example search use cases

Here are some example ways users can search for Sigma content in Glean.

What users want to find	What they can search for in Glean	What Glean returns
A dashboard	Workbook name or related business keyword	Matching Sigma workbook results
A specific tab in a dashboard	Workbook name plus page name	A workbook page result
A chart or table within a dashboard	Chart name, element name, or related topic	A workbook element result

Beta scope and current limitations

This beta focuses on making Sigma content discoverable in Glean search through indexed metadata for workbooks, pages, and elements.

The following are not part of this connector scope:

• Creating or editing Sigma content from Glean
• Live querying of Sigma dashboards through this connector
• Dataset crawling for this release
• Webhook-based freshness updates

Troubleshooting

Confirm that:

• The credential was created in Administration > Developer Access in Sigma
• The REST API scope is enabled
• You copied the correct Client ID and Client Secret
• The API Base URL in Glean matches the one shown in Sigma
• The Organization Name is entered exactly as it appears in your Sigma URL

Check that:

• The content exists as a workbook, page, or element supported by the connector
• The user has access to that content in Sigma
• The connector has had time to complete a full crawl

The Sigma connector relies on full crawls rather than timestamp-based incremental updates or webhooks. Recent updates may not appear until the next crawl completes.

FAQs

Glean indexes workbooks, pages, elements, and workspaces for the Sigma connector.

Yes. Glean respects Sigma source permissions and mirrors Sigma’s grant-based access model for indexed content.

You need a Client ID, Client Secret, API Base URL, and Organization Name.

No, currently the connector relies on full crawls.

Not at the moment. This beta release focuses on indexing and discovery of Sigma metadata for workbooks, pages, and elements.