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Get started with Glean

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Thank you for choosing Glean! As an administrator, you play a crucial role in setting up Glean for your organization.

This guide provides step-by-step instructions for each stage of the setup.

Setup overview

1

Pre-deployment

Identify your Phase 1 connectors, kick off security and app-owner approvals, line up SSO and people data, and plan the rollout timeline so deployment runs smoothly.

2

Deployment model

Choose between Glean Hosted (Glean's cloud) and Customer Hosted (Glean deployed in your own GCP or AWS environment). If you're going self-hosted, prepare your cloud environment before moving on.

3

Stage 1: Create workspace

Access the Admin console, configure SSO, add your connectors, and sync people data. Then kick off crawling and learning so Glean can build your search index.

4

Stage 2: Prepare workspace

Review crawled content, validate people data, and confirm each connector is healthy before users see Glean.

5

Stage 3: Go Live

Customize Glean's branding, prepare launch communications, and roll Glean out to your teammates.

6

Stage 4: Get the most out of Glean

Expand coverage with additional connectors, automate workflows with agents and tools, and populate Glean with high-value content.

7

Post launch

Track adoption, gather feedback, and iterate on content and configuration to keep Glean working well long term.

Timeline

For a standard deployment, expect the end-to-end setup process to take approximately 1-3 weeks before your users can begin using Glean.

The largest factor in the timeline is the amount of content that needs to synchronize from your existing connectors. Smaller organizations can expect this to complete in 1-2 weeks, while larger organizations should budget for 3-4+ weeks.