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Upgrade to the Latest Self-Managed Patch Release of MongoDB

On this page

  • About this Task
  • Before You Begin
  • Backup
  • Compatibility Considerations
  • Maintenance Window
  • Staging Environment Check
  • Steps
  • Upgrade a MongoDB Instance
  • Upgrade Replica Sets
  • Upgrade Sharded Clusters
  • Learn More

MongoDB version numbers have the form X.Y.Z where Z refers to the patch release number. Patch releases provide security patches, bug fixes, and new or changed features that generally do not contain any backward breaking changes. Always upgrade to the latest patch release in your release series.

For more information on versioning, see MongoDB Versioning.

About this Task

This page describes upgrade procedures for the MongoDB 8.0 release series. To upgrade a different release series, refer to the corresponding version of the manual.

Before You Begin

Review the following sections to ensure that your deployment is ready to be upgraded.

Backup

Ensure you have an up-to-date backup of your data set. See Backup Methods for a Self-Managed Deployment.

Compatibility Considerations

Consult the following documents for any special considerations or compatibility issues specific to your MongoDB release:

  • Release notes

  • Driver documentation

Maintenance Window

If your installation includes replica sets, set the upgrade to occur during a predefined maintenance window.

Staging Environment Check

Before you upgrade a production environment, use the procedures in this document to upgrade a staging environment that reproduces your production environment. Ensure that your production configuration is compatible with all changes before upgrading.

Steps

Upgrade each mongod and mongos binary separately. Follow this upgrade procedure:

  1. For deployments that use authentication, first upgrade all of your MongoDB Drivers. To upgrade, see the documentation for your driver.

  2. Upgrade any standalone instances. See Upgrade a MongoDB Instance.

  3. Upgrade any replica sets that are not part of a sharded cluster, as described in Upgrade Replica Sets.

  4. Upgrade sharded clusters, as described in Upgrade Sharded Clusters.

Upgrade a MongoDB Instance

To upgrade a 8.0 mongod or mongos instance, use one of these 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

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:

  1. Download the binaries for the latest MongoDB patch release 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.

  2. Shutdown the instance.

  3. Replace the existing MongoDB binaries with the downloaded binaries.

  4. Make any required configuration file changes.

  5. Restart the instance.

Upgrade Replica Sets

To upgrade a 8.0 replica set, upgrade each member individually, starting with the secondaries and finishing with the primary. Plan the upgrade during a predefined maintenance window.

Important

Before you upgrade or downgrade a replica set, ensure all replica set members are running. If you do not, the upgrade or downgrade will not complete until all members are started.

Upgrade Secondaries

Upgrade each secondary separately as follows:

  1. Upgrade the secondary's mongod binary by following the instructions in Upgrade a MongoDB Instance.

  2. 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, issue rs.status() in mongosh.

    The secondary may briefly go into STARTUP2 or RECOVERING. This is normal. Make sure to wait for the secondary to fully recover to SECONDARY before you continue the upgrade.

Upgrade the Primary

  1. Step down the primary to initiate the normal failover procedure. Using one of the following:

    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.

  2. Once the primary has stepped down, call the rs.status() method from mongosh until you see that another member has assumed the PRIMARY state.

  3. Shut down the original primary and upgrade its instance by following the instructions in Upgrade a MongoDB Instance.

Upgrade Sharded Clusters

To upgrade a 8.0 sharded cluster:

  1. Disable the cluster's balancer as described in Disable the Balancer.

  2. Upgrade the config servers.

    To upgrade the config server replica set, use the procedures in Upgrade Replica Sets.

  3. Upgrade each shard.

  4. Once the config servers and the shards have been upgraded, upgrade each mongos instance by following the instructions in Upgrade a MongoDB Instance. You can upgrade the mongos instances in any order.

  5. Re-enable the balancer, as described in Enable the Balancer.

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