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Upgrade to the Latest Revision of MongoDB¶
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Revisions provide security patches, bug fixes, and new or changed features that do not contain any backward breaking changes. Always upgrade to the latest revision in your release series. The third number in the MongoDB version number indicates the revision.
Before Upgrading¶
- Ensure you have an up-to-date backup of your data set. See MongoDB Backup Methods.
- Consult the following documents for any special considerations or
compatibility issues specific to your MongoDB release:
- The release notes, located at Release Notes.
- The documentation for your driver. See Drivers and Driver Compatibility pages for more information.
- If your installation includes replica sets, plan the upgrade during a predefined maintenance window.
- Before you upgrade a production environment, use the procedures in this document to upgrade a staging environment that reproduces your production environment, to ensure that your production configuration is compatible with all changes.
Upgrade Procedure¶
Important
Always backup all of your data before upgrading MongoDB.
Upgrade each mongod
and mongos
binary
separately, using the procedure described here. When upgrading a binary,
use the procedure Upgrade a MongoDB Instance.
Follow this upgrade procedure:
- For deployments that use authentication, first upgrade all of your MongoDB drivers. To upgrade, see the documentation for your driver as well as the Driver Compatibility page.
- Upgrade sharded clusters, as described in Upgrade Sharded Clusters.
- Upgrade any standalone instances. See Upgrade a MongoDB Instance.
- Upgrade any replica sets that are not part of a sharded cluster, as described in Upgrade Replica Sets.
Upgrade a MongoDB Instance¶
To upgrade a mongod
or mongos
instance, use one
of the following approaches:
- Upgrade the instance using the operating system’s package management tool and the official MongoDB packages. This is the preferred approach. See Install MongoDB.
- Upgrade the instance by replacing the existing binaries with new binaries. See Replace the Existing Binaries.
Replace the Existing Binaries¶
Important
Always backup all of your data before upgrading MongoDB.
This section describes how to upgrade MongoDB by replacing the existing binaries. The preferred approach to an upgrade is to use the operating system’s package management tool and the official MongoDB packages, as described in Install MongoDB.
To upgrade a mongod
or mongos
instance by
replacing the existing binaries:
- Download the binaries for the latest MongoDB revision from the MongoDB Download Page and store the binaries in a temporary location. The binaries download as compressed files that uncompress to the directory structure used by the MongoDB installation.
- Shutdown the instance.
- Replace the existing MongoDB binaries with the downloaded binaries.
- Restart the instance.
Upgrade Sharded Clusters¶
Changed in version 3.4: The procedure applies to 3.4. To make revision upgrades for other versions of MongoDB sharded clusters, refer to the appropriate version of the manual.
To upgrade a 3.4 sharded cluster:
Disable the cluster’s balancer as described in Disable the Balancer.
Upgrade the config servers.
To upgrade the config server replica set, use the procedures in Upgrade Replica Sets.
Upgrade each shard.
- If a shard is a replica set, upgrade the shard using the procedure titled Upgrade Replica Sets.
- If a shard is a standalone instance, upgrade the shard using the procedure titled Upgrade a MongoDB Instance.
Upgrade each
mongos
instance by following the instructions in Upgrade a MongoDB Instance. You can upgrade themongos
instances in any order.Re-enable the balancer, as described in Enable the Balancer.
Upgrade Replica Sets¶
To upgrade a replica set, upgrade each member individually, starting with the secondaries and finishing with the primary. Plan the upgrade during a predefined maintenance window.
Upgrade Secondaries¶
Upgrade each secondary separately as follows:
Upgrade the secondary’s
mongod
binary by following the instructions in Upgrade a MongoDB Instance.After upgrading a secondary, wait for the secondary to recover to the
SECONDARY
state before upgrading the next instance. To check the member’s state, issuers.status()
in themongo
shell.The secondary may briefly go into
STARTUP2
orRECOVERING
. This is normal. Make sure to wait for the secondary to fully recover toSECONDARY
before you continue the upgrade.
Upgrade the Primary¶
Step down the primary to initiate the normal failover procedure. Using one of the following:
- The
rs.stepDown()
helper in themongo
shell. - The
replSetStepDown
database command.
During failover, the set cannot accept writes. Typically this takes 10-20 seconds. Plan the upgrade during a predefined maintenance window.
Note
Stepping down the primary is preferable to directly shutting down the primary. Stepping down expedites the failover procedure.
- The
Once the primary has stepped down, call the
rs.status()
method from themongo
shell until you see that another member has assumed thePRIMARY
state.Shut down the original primary and upgrade its instance by following the instructions in Upgrade a MongoDB Instance.