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Upgrade a Standalone to 5.0

On this page

  • Upgrade Recommendations and Checklists
  • Prerequisites
  • Download 5.0 Binaries
  • Upgrade Process
  • Additional Upgrade Procedures

Use this tutorial to upgrade from MongoDB 4.4 to MongoDB 5.0. To upgrade to a new patch release within the same release series, see Upgrade to the Latest Self-Managed Patch Release of MongoDB.

Familiarize yourself with the content of this document, including thoroughly reviewing the prerequisites, prior to upgrading to MongoDB 5.0.

The following steps outline the procedure to upgrade a standalone mongod from version 4.4 to 5.0.

If you need guidance on upgrading to 5.0, MongoDB professional services offer major version upgrade support to help ensure a smooth transition without interruption to your MongoDB application.

When upgrading, consider the following:

To upgrade an existing MongoDB deployment to 5.0, you must be running a 4.4-series release.

To upgrade from a version earlier than the 4.4-series, you must successively upgrade major releases until you have upgraded to 4.4-series. For example, if you are running a 4.2-series, you must upgrade first to 4.4 before you can upgrade to 5.0.

Before you upgrade MongoDB, check that you're using a MongoDB 5.0-compatible driver. Consult the driver documentation for your specific driver to verify compatibility with MongoDB 5.0.

Upgraded deployments that run on incompatible drivers might encounter unexpected or undefined behavior.

Before beginning your upgrade, see the Compatibility Changes in MongoDB 5.0 document to ensure that your applications and deployments are compatible with MongoDB 5.0. Resolve the incompatibilities in your deployment before starting the upgrade.

Before upgrading MongoDB, always test your application in a staging environment before deploying the upgrade to your production environment.

You cannot downgrade your deployment's binary version without assistance from support.

To learn more, see Downgrade 8.0 to 7.0.

Before you upgrade your standalone mongod, check the 5.0 Performance Considerations for any potential performance impacts when upgrading to 5.0.

Ensure that the TTL configuration is valid. Before upgrading, remove or correct any TTL indexes that have expireAfterSeconds set to NaN. In MongoDB 5.0 and later, setting expireAfterSeconds to NaN has the same effect as setting expireAfterSeconds to 0. For details, see TTL expireAfterSeconds Behavior When Set to NaN.

Prior to upgrading, confirm that your mongod instance was cleanly shut down.

The 4.4 instance must have featureCompatibilityVersion set to "4.4". To check featureCompatibilityVersion:

db.adminCommand( { getParameter: 1, featureCompatibilityVersion: 1 } )

The operation should return a result that includes "featureCompatibilityVersion" : { "version" : "4.4" }.

To set or update featureCompatibilityVersion, run the following command:

db.adminCommand( { setFeatureCompatibilityVersion: "4.4" } )

For more information, see setFeatureCompatibilityVersion.

Prior to upgrading, consider converting your standalone deployment to a replica set. Replica sets are the recommended deployment configuration for MongoDB.

If you installed MongoDB from the MongoDB apt, yum, dnf, or zypper repositories, you should upgrade to 5.0 using your package manager.

Follow the appropriate 5.0 installation instructions for your Linux system. This will involve adding a repository for the new release, then performing the actual upgrade process.

If you have not installed MongoDB using a package manager, you can manually download the MongoDB binaries from the MongoDB Download Center.

See 5.0 installation instructions for more information.

1

Shut down your mongod instance. Replace the existing binary with the 5.0 mongod binary.

Restart your deployment with the 5.0 mongod.

2

At this point, you can run the 5.0 binaries without the 5.0 features that are incompatible with 4.4.

To enable these 5.0 features, set the feature compatibility version (fCV) to 5.0.

Tip

Enabling these backwards-incompatible features can complicate the downgrade process since you must remove any persisted backwards-incompatible features before you downgrade.

It is recommended that after upgrading, you allow your deployment to run without enabling these features for a burn-in period to ensure the likelihood of downgrade is minimal. When you are confident that the likelihood of downgrade is minimal, enable these features.

Run the setFeatureCompatibilityVersion command against the admin database:

db.adminCommand( { setFeatureCompatibilityVersion: "5.0" } )

This command must perform writes to an internal system collection. If for any reason the command does not complete successfully, you can safely retry the command as the operation is idempotent.

Note

After the upgrade is complete, you may find a significant increase in index sizes. To view index sizes, see dbStats.indexSize. The index size increase is because of time window related data stored in index keys.

If your indexes are significantly larger after upgrading and you would like to reduce the index sizes, contact your MongoDB technical support representative to discuss solutions.

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Upgrade 4.4 to 5.0