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Update from Deployments with Managed and Unmanaged Agents

You have a project with automated MongoDB deployments that may include both Automation-managed and standalone Backup and Monitoring Agents. You want to update to the MongoDB Agent.

To update to the MongoDB Agent, use the following procedures:

Note

Review the Prerequisites First

If you want to start or continue using Automation to manage your MongoDB deployments, please review the MongoDB Agent Prerequisites before updating to the MongoDB Agent.

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The Update to MongoDB Agent page opens to start the update process. The Introducing the MongoDB Agent step displays. When you have finished reading this step, click Next.

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If your project has hosts that use Automation, you can update the Agents on those hosts to the MongoDB Agent.

  1. Click Update All.

  2. Wait until all hosts show Updated.

  3. Click Next.

All authentication SCRAM, LDAP, and Kerberos credentials from legacy Agents are retained after the update. All .pem key files are retained as well.

The legacy Automation Agent credentials become the MongoDB Agent credentials used for Automation. These credentials should not need modification. However, if you need to modify them:

  1. In MongoDB Cloud Manager, go to the Deployment page for your project.

    1. If it is not already displayed, select the organization that contains your desired project from the Organizations menu in the navigation bar.

    2. If it's not already displayed, select your desired project from the Projects menu in the navigation bar.

    3. If the Deployment page is not already displayed, click Deployment in the sidebar.

      The Deployment page displays.

  2. Go to the Security page.

    1. Click the Security tab for your deployment.

  3. Edit the settings.

    1. Click Settings.

    2. Click Edit Settings.

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At the Final Steps modal, the legacy Backup and Monitoring Agents are put into standby mode. Click Finish.

After the MongoDB Agent update completes:

  • If you did not update Backup or Monitoring Agents when you installed the MongoDB Agent, you can activate Backup, Monitoring, or both on your MongoDB deployment.

  • Stop and remove the legacy Monitoring Agent.

  • Stop and remove the legacy Backup Agent.

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Legacy Backups & Monitoring Agents