Upgrade Major MongoDB Version for a Cluster
Atlas enables you to upgrade the major version of an Atlas cluster at any time by modifying the cluster.
This procedure guides you through creating a staging cluster for the purpose of testing your applications against the new MongoDB version. While optional, we strongly recommend using this procedure to ensure your production application experiences the smoothest possible transition to the new MongoDB version.
Considerations
There are a few things to be aware of before starting the upgrade procedure:
- Your cluster must be in a healthy state before upgrading.
- You can only upgrade your Atlas cluster one major version at a time. You cannot skip any major versions when upgrading your cluster.
- Each major version contains some features which may not be backward-compatible with previous versions. When upgrading to a new major version, check the Release Notes for changes which may affect your applications.
- After upgrading the MongoDB major version, you will not be able to downgrade to previous versions.
- As of MongoDB version 4.2, Legacy Backups
are deprecated in favor of Cloud Backups.
When you upgrade to version 4.2 or later, your backup system upgrades to cloud backup if it
is currently set to legacy backup. After this upgrade:
- All your existing legacy backup snapshots remain available. They expire over time in accordance with your retention policy.
- Your backup policy resets to the default schedule. If you had a custom backup policy in place with legacy backups, you must re-create it with the procedure outlined in the Cloud Backup documentation.
Procedure
Log into your Atlas user account.
Go to Atlas to log into your Atlas user account.
The Atlas user you log in as must have the
Project Owner role in the Atlas
project that contains the cluster you want to
upgrade.
Create an Atlas cluster for your staging environment.
You can skip this step if you already have an Atlas cluster as your staging environment.
To open the cluster creation modal, click the Build a New Cluster button. Configure the staging cluster to match your production cluster. You do not have to enable backup for the staging cluster.
To learn how to create a new cluster, see Create a Cluster.
If selecting a smaller cluster tier for the staging cluster, take into consideration that any performance tests run may not be representative of the performance of the upgraded production cluster. You may also need to select a larger storage size depending on the amount of data you want to mirror to your staging cluster.
Refresh the staging cluster with production cluster data.
You can skip this step if you already have an up-to-date Atlas cluster as a staging environment.
If you have backups enabled for the production cluster, restore the most recent snapshot and choose the staging cluster as the destination.
If you do not have backups enabled for the production cluster, use Atlas Live Import to mirror data from your production cluster to the staging cluster. The live migration documentation includes specific instructions for creating staging environments.
Point your staging application at the staging cluster.
Update your staging application to point at your staging cluster. For instructions on retrieving the MongoDB driver-friendly connection string for the staging cluster, see Connect via Your Application.
Confirm that your application can connect successfully to the staging cluster and that the application operates as expected.
(Optional) Upgrade your application to the latest MongoDB drivers.
Upgrading your application to the latest MongoDB drivers for your cluster's MongoDB version enables full access to the features provided by the newer MongoDB version. You may also find better performance or stability with newer driver versions. See Connect via Your Application for documentation on the recommended MongoDB driver for a given MongoDB version and connection examples.
If you encounter a bug after upgrading your application, file a ticket in the JIRA project for your MongoDB driver.
Update the staging cluster to the new major MongoDB version.
- Click for your staging cluster to open the cluster modification modal.
- Select Edit Configuration.
Change the cluster version to the desired major MongoDB Version.
ImportantYou cannot downgrade the MongoDB version of a Atlas cluster. If you want to redeploy the staging environment with the original MongoDB version, you must terminate and re-create the cluster.
- Click Confirm & Deploy to deploy your changes.
Atlas automatically begins upgrading the cluster. Consider measuring the time required by Atlas to upgrade the cluster to set a general expectation for your production cluster upgrade.
File a support ticket if you encounter version-specific issues with the upgraded staging cluster.
Test your application against the upgraded staging cluster.
Perform any required performance and operational testing of the staging cluster.
File a support ticket if you encounter version-specific issues with the upgraded staging cluster.
The major version upgrade requires at least one replica set election. Use the staging cluster as an opportunity to test your application's resiliance to primary failover. See Test Failover for complete documentation.
Upgrade your production cluster to the target MongoDB version.
Once you are confident in the performance and operation of your staging cluster, repeating the upgrade procedure for your production cluster.
Once Atlas completes the upgrade process, check that your production applications are still connected and operating normally.
If you upgraded your staging application with newer MongoDB drivers and are satisfied with the performance and operation, consider scheduling a maintenance period for upgrading your production applications.
If you encounter problems with the upgraded production cluster, file a High Priority support ticket using the procedure in the following section.
Support for Major Version Upgrades
If you have any questions regarding migration support beyond what is covered in this documentation, or if you encounter an error during migration, file a support ticket through the Atlas user interface.
To file a support ticket:
- Click Support in the left-hand navigation.
- For Atlas Issue Category, select
Other. - For Priority, select
Medium Priority. If the issue affects your production cluster, selectHigh Priority. - For Request Summary, include
Major Version Upgradein the summary. - For More details, include any other relevant details to your question or major version upgrade error.