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How to Upgrade MongoDB Cloud?

Published in Database Management 2 mins read

Upgrading your MongoDB Cloud deployment involves updating the version of MongoDB Atlas or your on-premise MongoDB instances. The process varies depending on whether you're using MongoDB Atlas or a self-managed deployment.

Upgrading MongoDB Atlas

  1. Check for Compatibility: Before upgrading, review the compatibility matrix to ensure your applications and drivers are compatible with the target version.
  2. Create a Backup: Always create a backup of your data before any major upgrade.
  3. Choose an Upgrade Method: MongoDB Atlas offers different upgrade methods:
    • Rolling Upgrade: This method updates individual shards or replica sets sequentially, minimizing downtime.
    • In-Place Upgrade: This method updates the entire cluster in one step, requiring a short downtime.
    • Cluster-Wide Upgrade: This method upgrades all clusters in your Atlas project at once.
  4. Initiate the Upgrade: Navigate to the "Clusters" section in your Atlas console, select the cluster you want to upgrade, and follow the instructions for initiating the chosen upgrade method.
  5. Monitor the Upgrade: Monitor the progress of the upgrade in the Atlas console.
  6. Verify Functionality: After the upgrade completes, test your applications to ensure everything is working as expected.

Upgrading Self-Managed MongoDB Instances

  1. Choose an Upgrade Method: You can upgrade self-managed MongoDB instances using either a rolling upgrade or a full cluster restart.
  2. Prepare for Downtime: A full cluster restart will require downtime, while a rolling upgrade will minimize downtime.
  3. Backup Your Data: Always back up your data before any major upgrade.
  4. Update MongoDB: Use the appropriate package manager or installation method to update MongoDB to the desired version.
  5. Restart MongoDB: After updating, restart MongoDB instances to apply the changes.
  6. Test Your Application: Ensure that your application is working correctly after the upgrade.

Practical Insights:

  • Upgrade in Stages: Consider upgrading your clusters in stages to minimize potential risks and allow for testing.
  • Consult Documentation: Refer to the official MongoDB documentation for detailed instructions and best practices for upgrading.
  • Plan for Downtime: If your application requires high availability, plan for potential downtime during the upgrade process.
  • Test Thoroughly: Thoroughly test your application after the upgrade to ensure everything is working correctly.

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