Key features
- Design: Works with Simpplr’s latest AWS APIs and infrastructure.
- Indexes Pages, Events, and Sites: Search Simpplr’s core objects - Pages (knowledge/news), Events, and Sites. Metadata like likes/comments is supported, but not page view/activity analytics.
- Permission-aware: Honors granular Simpplr permissions so users only see content they’re allowed to access.
- Incremental crawling: Efficiently syncs new and updated items post initial import.
- Authentication: Uses OAuth 2.0 client credentials.
- Access control: Excludes inactive or frozen users from search results, preventing permission leaks.
Supported objects/entities
Object/Entity | Description |
---|---|
Pages | Authored documents within a site, including “knowledge” and “news” types |
Events | Calendar entries with details such as date, location, and linked site |
Sites | Primary groupings in Simpplr, which can be public, private, or unlisted |
Limitations
- Page view/activity analytics are not indexed.
Permission model
- Public sites: Accessible to all users in your Glean data source.
- Private & unlisted sites: Only visible to explicitly invited members.
- Admins: Have access to all site content.
Prerequisites
- Your Simpplr environment must be on AWS. It is important to note that your Simpplr instance must be migrated to AWS if it is built on Salesforce.
- Admin permissions in both Simpplr and Glean.
Step-by-step instructions
- In Glean, navigate to Admin console > Add data source > and select Simpplr.
- Enter a name and icon to your data source. Results for this data source will appear to all teammates under this name and icon.
- Provide the following configuration details about your Simpplr instance:
- API Hostname
- UI Hostname
- Client ID
- Client Secret
Determine Simpplr hostnames and credentials
This connector requires two distinct hostnames from your Simpplr environment and a dedicated OAuth 2.0 application.Obtain hostnames (API and UI)
You must identify two different hostnames for the connector’s internal and external functions.- Determine the API Hostname:
- Action: Consult your Simpplr API documentation or admin settings to find the exact backend endpoint used for communication. The general format of Simpplr API URLs is:
https://<api-hostname>/v1/...
- Purpose: This hostname is used by the connector for backend API calls and authentication.
- Example Format:
platform.app.simpplr.com
orplatform.eu.simpplr.com
- Action: Consult your Simpplr API documentation or admin settings to find the exact backend endpoint used for communication. The general format of Simpplr API URLs is:
- Determine the UI Hostname:
- Action: Open Simpplr in your browser and check the URL bar. The hostname is the value between
https://
and the first single slash (/
). The general format of Simpplr user URLs is:https://<ui-hostname>/site/...
- Purpose: This hostname represents the user-facing URL for content links in Glean.
- Example Format:
mycompany.app.simpplr.com
orintranet.mycompany.com
- Action: Open Simpplr in your browser and check the URL bar. The hostname is the value between
Generate and provide credentials
You must create an OAuth 2.0 Client Application in Simpplr to obtain the required access keys. For more information, see Creating the Client Application.- Create the client application:
- Log in to Simpplr as an App Manager.
- Select Application settings > Application > Integrations > Client application.
- Click Add client application and select the Client Credentials type.
- Provide a unique name and ID for the application (e.g., “Glean Connector”).
- Click Save.
- Copy credentials to Glean:
- Copy the newly generated Client ID and Client Secret provided by Simpplr.
- Paste these credentials into the respective input fields in the Glean setup page.
- Click Save in Glean to complete the configuration.
Stop crawling of previous Simpplr (Salesforce) setup
- Once crawls from the new Simpplr setup completes, you can stop crawling of the Salesforce setup.
- You can delete previous data source once results from the new data source are visible in Glean search results.
Frequently asked questions (FAQs)
Q: What happens to existing indexed Simpplr (Salesforce) data?A: Once migrated to AWS, the legacy Salesforce connector won’t update content. Historic data may linger if the old instance is left online, but will eventually disappear. Q: When should previous datasource needs to be stopped/deleted?
A: As soon as crawls for the new datasource is completed, you can stop crawling the Salesforce instances of Simpplr connector. Then verify some search results on Glean for the new datasource. Once verified, you can delete previous datasource. Q: What will happen if the previous datasource is not deleted once the new datasource starts working?
A: If this is not done, then there will be duplicated data in search results. Q: Are permissions respected?
A: Yes, all Simpplr sites and membership permissions are honored. Search results are only shown to people with access in Simpplr. Permissions rely on site membership lists. Q: Do deleted users or content show up?
A: No. When a user or item is deactivated or deleted in Simpplr, it disappears from Glean’s index at the next sync.