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• Convert a Replica Set to a Sharded Cluster

Convert a Replica Set to a Sharded Cluster

Ops Manager provides the ability to convert a replica set to a sharded cluster.

1

Navigate to the Clusters view for your deployment.

1. If it is not already displayed, select the organization that contains your desired project from the office icon Organizations menu in the navigation bar.
2. If it is not already displayed, select your desired project from the Projects menu in the navigation bar.
3. If it is not already displayed, click Deployment in the sidebar.
4. Click the Clusters view.

2

Convert your desired replica set.

From the ellipsis h icon menu on the desired replica set, click Convert to Sharded Cluster.

3

Provide Details for your New Sharded Cluster.

Configure the following settings in the Provide details for your new sharded cluster modal:

1. Name your sharded cluster components:

   Field	Action
   Cluster Name	Type the name of your new cluster.
   CSRS Name (MongoDB 3.2 or later)	Type the name of the CSRS.

   Note

   You cannot change these values after you click Convert.

2. Set the following values for each mongod process in your Config Servers. All fields are required.

   Note

   You must deploy at least one configuration server.

   Field	Action
   Host Name	From the menu, select an existing hostname or type a hostname in the search box above the list to find a host. If you need to add a new host: Click the New Server link. Click Next. Follow the instructions to install a new Automation on that new host. Click Verify Agent.
   Port	Type the IANA port number.
   Data Directory	Type the absolute directory path to the database files for each mongod. The example path is /data. The mongod must have exclusive use of these paths on the specified host. The Ops Manager Automation must have file system permission to read, write, and execute all files and folders in this directory.
   Log File	Type the absolute file path for the log file for each mongod. The example path is /data/mongodb.log. The mongod must have exclusive use of these paths on the specified host. The Ops Manager Automation must have file system permission to read, write, and execute all files and folders in this directory.

   Adding or Removing Config Servers

   • To add a new configuration server, click Add a Config Server.
   • To remove a config server, click trash icon to the right of the config server you want to remove.

3. Set the following values for each MongoS process in your sharded cluster. All fields are required.

   Note

   You must deploy at least one mongos.

   Field	Action
   Host Name	From the menu, select an existing hostname or type a hostname in the search box above the list to find a host. If you need to add a new host: Click the New Server link. Click Next. Follow the instructions to install a new Automation on that new host. Click Verify Agent.
   Port	Type the IANA port number.
   Log File	Type the abolute file path for the log of each mongos process. The example path is /data/mongodb.log. The mongos must have exclusive use of these paths on the specified host. The Ops Manager Automation must have file system permission to read, write, and execute all files and folders in this directory.

   Adding or Removing Mongo Shard Routers

   • To add a new mongos, click Add a MongoS.
   • To remove a mongos, click trash icon to the right of the mongos you want to remove.

4

Click Convert.

5

Modify your Application to Connect to the mongos Processes Instead of the Replica Set.

From the Ops Manager UI, click the ellipsis h icon icon, then click Connect to this instance. The Connect to your Deployment dialog provides the hostname and port of a mongos in the cluster.

For complete documentation on connecting to an Ops Manager deployment, see Connect to a MongoDB Process

6

Change any Cluster-Wide Settings.

If you want to make any further changes to the sharded cluster, see the Sharded Cluster tab on the Edit a Deployment’s Configuration page.

After you convert a replica set to a sharded cluster, you can enable sharding for a database and shard collections.

To learn how to shard collections, see Shard a Collection.

If you need to add additional shards to support greater capacity, click on the wrench menu for the sharded cluster to create additional shards.

Effects on Backup after Converting

The converted shard (original replica set) has:

• Backup enabled
• Previous snapshots retained
• Ability to restore snapshots to this shard only

After converting, you should enable Backup for the entire sharded cluster. On databases running MongoDB FCV 4.0 or earlier, activating Backup causes Ops Manager to start an initial sync on the config servers and the converted shard. Restores to the entire sharded cluster should use snapshots taken after conversion only.

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