Update Replica Set to Keyfile Authentication
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Overview
Enforcing access control on an existing replica set requires configuring:
Security between members of the replica set using Internal Authentication, and
Security between connecting clients and the replica set using User Access Controls.
For this tutorial, each member of the replica set uses the same internal authentication mechanism and settings.
Enforcing internal authentication also enforces user access control. To
connect to the replica set, clients like mongosh
need to
use a user account. See
Users.
Cloud Manager and Ops Manager
If Cloud Manager or Ops Manager is managing your deployment, see the Cloud Manager manual or the Ops Manager manual for enforcing access control.
Considerations
Important
To avoid configuration updates due to IP address changes, use DNS hostnames instead of IP addresses. It is particularly important to use a DNS hostname instead of an IP address when configuring replica set members or sharded cluster members.
Use hostnames instead of IP addresses to configure clusters across a split network horizon. Starting in MongoDB 5.0, nodes that are only configured with an IP address fail startup validation and do not start.
IP Binding
MongoDB binaries, mongod
and
mongos
, bind to localhost
by default.
Operating System
This tutorial uses the mongod
programs. Windows users should
use the mongod.exe
program instead.
Keyfile Security
Keyfiles are bare-minimum forms of security and are best suited for testing or development environments. For production environments we recommend using x.509 certificates.
Users
This tutorial covers creating the minimum number of administrative
users on the admin
database only. For the user authentication,
the tutorial uses the default SCRAM
authentication mechanism. Challenge-response security mechanisms are
best suited for testing or development environments. For production
environments, we recommend using x.509
certificates or LDAP Proxy Authentication
(available for MongoDB Enterprise only) or Kerberos Authentication
(available for MongoDB Enterprise only).
For details on creating users for specific authentication mechanism, refer to the specific authentication mechanism pages.
See ➤ Configure Role-Based Access Control for best practices for user creation and management.
Downtime
The following procedure for enforcing access control requires downtime. For a procedure that does not require downtime, see Update Replica Set to Keyfile Authentication (No Downtime) instead.
Enforce Keyfile Access Control on Existing Replica Set
Create a keyfile.
With keyfile authentication, each
mongod
instances in the replica set uses the contents of the keyfile as the
shared password for authenticating other members in the deployment. Only
mongod
instances with the correct keyfile can join the replica set.
Note
Starting in MongoDB 4.2, keyfiles for internal membership authentication use YAML format to allow for multiple keys in a keyfile. The YAML format accepts either:
A single key string (same as in earlier versions)
A sequence of key strings
The YAML format is compatible with the existing single-key keyfiles that use the text file format.
A key's length must be between 6 and 1024 characters and may only contain characters in the base64 set. All members of the replica set must share at least one common key.
Note
On UNIX systems, the keyfile must not have group or world permissions. On Windows systems, keyfile permissions are not checked.
You can generate a keyfile using any method you choose. For example,
the following operation uses openssl
to generate a complex
pseudo-random 1024 character string to use as a shared password. It then
uses chmod
to change file permissions to provide read
permissions for the file owner only:
openssl rand -base64 756 > <path-to-keyfile> chmod 400 <path-to-keyfile>
See Keyfiles for additional details and requirements for using keyfiles.
Copy the keyfile to each replica set member.
Copy the keyfile to each server hosting the replica set members.
Ensure that the user running the mongod
instances is the owner of the
file and can access the keyfile.
Avoid storing the keyfile on storage mediums that can be easily
disconnected from the hardware hosting the mongod
instances, such as a
USB drive or a network attached storage device.
Shut down all members of the replica set.
Shut down each mongod
in the replica set, starting with the
secondaries. Continue until all members of the
replica set are offline, including any arbiters.
The primary must be the last member shut down to avoid
potential rollbacks.
To shut down a mongod
, connect each mongod
using
mongosh
and issue the db.shutdownServer()
on the
admin
database:
use admin db.shutdownServer()
At the end of this step, all members of the replica set should be offline.
Restart each member of the replica set with access control enforced.
Restart each mongod
in the replica set with either the
security.keyFile
configuration file setting or the
--keyFile
command-line option. Running mongod
with
the --keyFile
command-line option or the
security.keyFile
configuration file setting enforces both
Internal/Membership Authentication and
Role-Based Access Control.
Configuration File
If using a configuration file, set
security.keyFile
to the keyfile's path, andreplication.replSetName
to the replica set name.
Include additional options as required
for your configuration. For instance, if you wish remote clients to
connect to your deployment or your deployment members are run on
different hosts, specify the net.bindIp
setting. For more
information, see Localhost Binding Compatibility Changes.
security: keyFile: <path-to-keyfile> replication: replSetName: <replicaSetName> net: bindIp: localhost,<hostname(s)|ip address(es)>
Start the mongod
using the configuration file:
mongod --config <path-to-config-file>
For more information on the configuration file, see configuration options.
Command Line
If using the command line options, start the mongod
with the following options:
--keyFile
set to the keyfile's path, and--replSet
set to the replica set name.
Include additional options as required for your configuration. For
instance, if you wish remote clients to connect to your deployment
or your deployment members are run on different hosts, specify the
--bind_ip
. For more information, see
Localhost Binding Compatibility Changes.
mongod --keyFile <path-to-keyfile> --replSet <replicaSetName> --bind_ip localhost,<hostname(s)|ip address(es)>
Important
To avoid configuration updates due to IP address changes, use DNS hostnames instead of IP addresses. It is particularly important to use a DNS hostname instead of an IP address when configuring replica set members or sharded cluster members.
Use hostnames instead of IP addresses to configure clusters across a split network horizon. Starting in MongoDB 5.0, nodes that are only configured with an IP address fail startup validation and do not start.
For more information on command-line options, see the
mongod
reference page.
Connect to the primary using the localhost interface.
Connect mongosh
to one of the
mongod
instances over the localhost
interface. You must run mongosh
on the same physical machine as the mongod
instance.
Use rs.status()
to identify the primary replica set
member. If you are connected to the primary, continue to the next
step. If not, connect mongosh
to the primary
over the localhost
interface.
Important
You must connect to the primary before proceeding.
Create the user administrator.
Important
After you create the first user, the localhost exception is no longer available.
The first user must have privileges to create other users, such
as a user with the userAdminAnyDatabase
. This ensures
that you can create additional users after the Localhost Exception
closes.
If at least one user does not have privileges to create users, once the localhost exception closes you may be unable to create or modify users with new privileges, and therefore unable to access necessary operations.
Add a user using the db.createUser()
method. The user should
have at minimum the userAdminAnyDatabase
role on the
admin
database.
You must be connected to the primary to create users.
The following example creates the user fred
with the
userAdminAnyDatabase
role on the admin
database.
Important
Passwords should be random, long, and complex to ensure system security and to prevent or delay malicious access.
Tip
Starting in version 4.2 of the mongo
shell, you can
use the passwordPrompt()
method in conjunction with
various user authentication/management methods/commands to prompt
for the password instead of specifying the password directly in the
method/command call. However, you can still specify the password
directly as you would with earlier versions of the
mongo
shell.
admin = db.getSiblingDB("admin") admin.createUser( { user: "fred", pwd: passwordPrompt(), // or cleartext password roles: [ { role: "userAdminAnyDatabase", db: "admin" } ] } )
Enter the password when prompted. See Database User Roles for a full list of built-in roles and related to database administration operations.
Authenticate as the User Administrator.
Authenticate to the admin
database.
In mongosh
, use db.auth()
to
authenticate. For example, the following authenticate as the user
administrator fred
:
Tip
Starting in version 4.2 of the mongo
shell, you can
use the passwordPrompt()
method in conjunction with
various user authentication/management methods/commands to prompt
for the password instead of specifying the password directly in the
method/command call. However, you can still specify the password
directly as you would with earlier versions of the
mongo
shell.
db.getSiblingDB("admin").auth("fred", passwordPrompt()) // or cleartext password
Alternatively, connect a new mongosh
instance to
the primary replica set member using the -u <username>
,
-p <password>
, and the --authenticationDatabase
parameters.
mongosh -u "fred" -p --authenticationDatabase "admin"
If you do not specify the password to the -p
command-line option, mongosh
prompts for the
password.
Create the cluster administrator (Optional).
The cluster administrator user has the clusterAdmin
role,
which grants access to replication operations.
Create a cluster administrator user and assign the
clusterAdmin
role in the admin
database:
Tip
Starting in version 4.2 of the mongo
shell, you can
use the passwordPrompt()
method in conjunction with
various user authentication/management methods/commands to prompt
for the password instead of specifying the password directly in the
method/command call. However, you can still specify the password
directly as you would with earlier versions of the
mongo
shell.
db.getSiblingDB("admin").createUser( { "user" : "ravi", "pwd" : passwordPrompt(), // or cleartext password roles: [ { "role" : "clusterAdmin", "db" : "admin" } ] } )
Enter the password when prompted.
See Cluster Administration Roles for a full list of built-in roles related to replica set operations.
Create additional users (Optional).
Create users to allow clients to connect and interact with the replica set. See Database User Roles for basic built-in roles to use in creating read-only and read-write users.
You may also want additional administrative users. For more information on users, see Users.
x.509 Internal Authentication
For details on using x.509 for internal authentication, see Use x.509 Certificate for Membership Authentication.
To upgrade from keyfile internal authentication to x.509 internal authentication, see Upgrade from Keyfile Authentication to x.509 Authentication.