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Update from the legacy Backup and Monitoring Agents

    You have a project with monitored and backed up MongoDB deployments that Automation did not manage and want to update to the MongoDB Agent.

    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.

    Procedure

    Use this procedure to update to the MongoDB Agent on x86_64 architecture running Microsoft Windows:

    1

    Log in to the Cloud Manager.

    2

    From the notification banner, click Update All Agents.

    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.

    3

    Optional: Add any existing configuration options for your legacy Agents.

    If Automation did not manage your Backup or Monitoring Agents, you can add any Backup or Monitoring settings you had before at the Add Custom Configuration Options for your MongoDB Agent (Optional) step.

    Deployments using Kerberos Authentication

    Don’t add either of the following settings from the legacy Agents:

    • krb5Principal
    • krb5Keytab

    Your legacy Agents authenticated with Kerberos as separate database users. Because the MongoDB Agent combines the functions of the legacy Agents, it employs a single database user. To upgrade to the MongoDB Agent and continue using Kerberos, you must:

    1. Create a new Kerberos User Principal and database user for the MongoDB Agent.
    2. Update the Agent authentication configuration in the Cloud Manager Authentication & TLS settings with the new MongoDB Agent Principal and Keytab files.

    You can remove the legacy Monitoring and Backup Agent users after updating to the MongoDB Agent.

    To add options that you had for your Backup Agent and Monitoring Agent:

    1. Under the Backup Configurations section:
      1. Type the desired setting in the Setting box and its corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    2. Under the Monitoring Configurations section:
      1. Type the desired setting in the Setting box and the corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    3. Once you have added all the settings necessary for your deployment, click Next.

    You can click the trash icon to remove any settings that you have added.

    Important

    Cloud Manager does not validate any of these settings. Make sure that the settings and values are correct.

    4

    Download the MongoDB Agent.

    1. Click View Agent Install Instructions. The Install Agent Instructions modal opens.
    2. From the Select Your Server’s Operating System menu, select Windows - MSI.
    3. Click Next. The Install New MongoDB Agent modal opens.
    5

    Install the MongoDB Agent.

    The MongoDB Agent Installation Instructions box displays the following information:

    • Project ID (Required for binding to a project)

    • API Key

      If you do not have an API Key, click plus icon Generate Key.

    Warning

    Some or all of these values are required in a later step. Copy these values then store them where you can access them later.

    6

    Run the MongoDB Agent Windows Installer.

    1. After the MSI downloads, double-click:

      mongodb-mms-automation-agent-<VERSION>.windows_x86_64.msi

      Note

      The use of mongodb-mms-automation in the filename is a legacy artifact and does not mean that the MongoDB Agent is being installed with Automation configured.

    2. If a security warning appears, click Run.

    3. At the Configuration/Log Folder step, enter the directory where the MSI files are saved.

    4. At the Key Type step, select Agent API Key to bind to a specific project.

    5. Enter the appropriate Agent keys.

      Note

      These keys are provided in the MongoDB Agent Installation Instructions modal described in the previous step.

      • Type your Project ID into the Project ID box.
      • Type your Agent API Key into the Agent API Key box.
    6. At the MongoDB Paths step, specify the Log and Backup directories.

    7. At the Windows Firewall Configuration step, select your preferred firewall configuration.

      If you select Configure firewall rules allowing access from only the specified |ipaddr| addresses., type the necessary IPv4 addresses into the provided box.

    8. (Conditional) Windows enables Stealth Mode for the Windows Firewall by default. If you have not disabled it on the MongoDB host on which you are installing the MongoDB Agent, disable it now. Stealth Mode significantly degrades the performance and capability of the MongoDB Agent. Click Disable Stealth Mode.

    9. (Conditional) Windows does not enable Disk Performance Counters by default. If you have not enabled Disk Performance Counters for the MongoDB host, click Enable Disk Performance Counters. The MongoDB Agent uses these counters for some of its hardware monitoring activities.

    10. Click Install.

    11. Click Finish once setup is complete.

    After the MSI downloads, you can run an unattended install. You run an unattended install from the command line in either the Command Prompt or PowerShell. To learn more about unattended installs, see Microsoft’s documentation on Standard Installer Command-Line Options

    To run the MSI installer unattended from the command line, invoke msiexec.exe with the /q and /i flags and a combination of required and optional parameters:

    Parameter Necessity Value
    MMSAPIKEY Required Agent API key of your Cloud Manager project.
    MMSGROUPID Required Unique Identifier of your Cloud Manager project.
    CONFIGLOGDIR Optional Absolute file path to which Cloud Manager should write the MongoDB Agent configuration file.
    LOGFILE Optional Absolute file path to which Cloud Manager should write the MongoDB Agent log
    MMSCONFIGBACKUP Optional Absolute file path to the Cloud Manager automation configuration backup JSON file.

    Example

    To install the MongoDB Agent unattended, invoke msiexec.exe with the following options:

    msiexec.exe /q /i "C:\PATH\TO\mongodb-mms-automation-agent-<VERSION>.windows_x86_64.msi" MMSGROUPID=<GROUP.ID> MMSAPIKEY=<AGENT.API.ID> MMSBASEURL="<http://opsmanager.example.com:8080>" LOGFILE="C:\MMSData\Server\Log\automation-agent.log" MMSCONFIGBACKUP="C:\MMSData\MongoDB\mms-cluster-config-backup.json"
    
    7

    Finish the installation of the MongoDB Agent.

    In the Install Agent Instructions modal, click Done.

    8

    Verify that the MongoDB Agent is running.

    In the Install Agent Instructions modal, wait for each deployment to show Verified in the Install the MongoDB Agent step.

    Important

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

    Click Next.

    9

    (Optional) Change the location of the MongoDB Agent binaries and configuration backup files.

    Your system policies or practices may require the MongoDB binaries and Cloud Manager configuration backup file to be located somewhere other than the default location of %SystemDrive%\MMSMongoDB\versions.

    Note

    Windows sets the %SystemDrive% environment variable to the drive on which you installed Windows. By default, you are directed to install Windows on the C: drive. To find your %SystemDrive%, issue the following command from PowerShell:

    get-childitem env:SystemDrive
    

    If you want to store these files in a different directory, follow these procedures:

    To change the location of the MongoDB Agent Binaries

    1. Click Deployment, then Agents, and then Downloads & Settings.

    2. Below the Download Directory heading, click edit icon to the right of the path shown in Download Directory (Windows).

    3. Change the path to the new path you want.

    4. Click Save.

    5. Create the new directory you specified on each host that runs a MongoDB Agent. Use Windows Explorer to move the file or issue the following command from a Command Prompt or PowerShell:

      md \<newPath>
      

      Important

      Make sure that the system user that runs the MongoDB Agent can write to this new directory. This is usually the SYSTEM user, which requires no additional configuration unless you changed the user.

    To change the location of the MongoDB Agent configuration backup

    1. Open the MongoDB Agent configuration file in your preferred text editor.

    2. Change the mmsConfigBackup setting to the new path for the configuration backup file. Replace X in the following example with the drive letter on which your backup is stored.

      mmsConfigBackup=X:\<newPath>\mms-cluster-config-backup.json
      
    3. Save the MongoDB Agent configuration file.

    4. Move the configuration backup file to the new directory. Use Windows Explorer to move the file or issue the following command from a Command Prompt or PowerShell:

      move %SystemDrive%\MMSMongoDB\versions\mms-cluster-config-backup.json \<newPath>
      
    10

    Repeat the installation procedure for each MongoDB host.

    Use this procedure to update to the MongoDB Agent on x86_64 architecture running macOS 10.8 or later:

    1

    Log in to the Cloud Manager.

    2

    From the notification banner, click Update All Agents.

    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.

    3

    Optional: Add any existing configuration options for your legacy Agents.

    If Automation did not manage your Backup or Monitoring Agents, you can add any Backup or Monitoring settings you had before at the Add Custom Configuration Options for your MongoDB Agent (Optional) step.

    Deployments using Kerberos Authentication

    Don’t add either of the following settings from the legacy Agents:

    • krb5Principal
    • krb5Keytab

    Your legacy Agents authenticated with Kerberos as separate database users. Because the MongoDB Agent combines the functions of the legacy Agents, it employs a single database user. To upgrade to the MongoDB Agent and continue using Kerberos, you must:

    1. Create a new Kerberos User Principal and database user for the MongoDB Agent.
    2. Update the Agent authentication configuration in the Cloud Manager Authentication & TLS settings with the new MongoDB Agent Principal and Keytab files.

    You can remove the legacy Monitoring and Backup Agent users after updating to the MongoDB Agent.

    To add options that you had for your Backup Agent and Monitoring Agent:

    1. Under the Backup Configurations section:
      1. Type the desired setting in the Setting box and its corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    2. Under the Monitoring Configurations section:
      1. Type the desired setting in the Setting box and the corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    3. Once you have added all the settings necessary for your deployment, click Next.

    You can click the trash icon to remove any settings that you have added.

    Important

    Cloud Manager does not validate any of these settings. Make sure that the settings and values are correct.

    4

    Install the MongoDB Agent.

    1. Click View Agent Install Instructions. The Install Agent Instructions modal opens.
    2. From the Select Your Server’s Operating System menu, select Mac OSX (10.8 and above) - TAR.
    3. Click Next. The Install New MongoDB Agent modal opens.
    5

    Download the latest version of the MongoDB Agent.

    Note

    Starting with this step, follow the MongoDB Agent installation modal and copy the provided commands into the macOS Terminal.

    From a system shell on the host that will run the MongoDB Agent, issue the following curl command to download the installer for macOS:

    curl -OL https://cloud.mongodb.com/download/agent/automation/mongodb-mms-automation-agent-manager-latest.osx_x86_64.tar.gz
    
    6

    Extract the MongoDB Agent.

    You can install the MongoDB Agent in any directory. If you want to move the archive to another directory before extracting, you may do so.

    To install the MongoDB Agent, extract the archive:

    tar -xvzf mongodb-mms-automation-agent-<VERSION>.osx_x86_64.tar.gz
    
    7

    Change to the extracted binary directory.

    Change into the directory that was created after extracting the MongoDB Agent binary:

    cd mongodb-mms-automation-agent-<VERSION>.osx_x86_64
    
    8

    Edit the MongoDB Agent configuration file.

    In the directory where you installed the MongoDB Agent, open the local.config file in your preferred text editor.

    vi <install-path>/local.config
    

    Update the following configuration options:

    Key Value
    mmsGroupId ProjectID of your project.
    mmsApiKey Agent API key of your project.
    9

    Optional: Configure the MongoDB Agent to use a proxy server.

    To configure the MongoDB Agent to connect to Cloud Manager via a proxy server, you must specify the server in the httpProxy environment variable.

    In the directory where you installed the MongoDB Agent, open the local.config file in your preferred text editor.

    vi <install-path>/local.config
    

    Add the following configuration key:

    Key Value
    httpProxy URL (hostname and port) of to your proxy server.
    10

    Optional: Create the binary, log, and data directories.

    If you have existing Monitoring Agent and/or Backup Agent users and do not plan on activating Automation, you only need to create the log directory.

    Create the following directories to store files that the MongoDB Agent needs.

    Note

    The use of mongodb-mms-automation in the file path is a legacy artifact and does not mean that the MongoDB Agent is being installed with Automation configured.

    Component Default Directory Description
    Binaries /var/lib/mongodb-mms-automation These are the binaries that the MongoDB Agent manages. They include the MongoDB Agent, BI Connector, and MongoDB binaries.
    MongoDB Agent logs /var/log/mongodb-mms-automation These are the log files that the MongoDB Agent creates.
    MongoDB databases /data These are the databases that the MongoDB Agent creates and manages.

    Run the following commands to create the directories:

    sudo mkdir -m 755 -p /var/lib/mongodb-mms-automation
    sudo mkdir -m 755 -p /var/log/mongodb-mms-automation
    sudo mkdir -m 755 -p /data
    

    Using a Different Path than /var/lib

    By default, the Agent binaries and Cloud Manager configuration backup file are located in /var/lib/mongodb-mms-automation. If you want to store these files in a different directory, follow these procedures:

    To change the location of the Agent Binaries:

    1. Click Deployment, then Agents, and then Downloads & Settings.

    2. Below the Download Directory heading, click the pencil icon to the right of the path shown in Download Directory (Linux/MacOS).

    3. Change the path to the new path you want.

    4. Click Save.

    5. Create the new directory you specified on each host that runs an Agent.

      sudo mkdir -m 755 -p /<newPath>
      

    To change the location of the Agent configuration backup:

    1. Open the Agent configuration file in your preferred text editor.

    2. Change the mmsConfigBackup setting to the new path for the configuration backup file.

      mmsConfigBackup=/<newPath>/mms-cluster-config-backup.json
      
    3. Save the Agent configuration file.

    4. Move the configuration backup file to the new directory.

      sudo mv /var/lib/mongodb-mms-automation/mms-cluster-config-backup.json /<newPath>
      
    11

    Assign permissions to the system user that runs the MongoDB Agent.

    Run the following commands:

    # Create mongodb user and group if they do not exist
    
    if ! sudo /usr/bin/id -g mongodb &>/dev/null; then
      sudo /usr/sbin/groupadd -r mongodb
    fi
    
    # Create mongodb user if they do not exist and assign
    # them to the mongodb group
    
    if ! sudo /usr/bin/id mongodb &>/dev/null; then
      sudo /usr/sbin/useradd -M -r -g mongodb \
        -d /var/lib/mongo -s /bin/false \
        -c mongodb mongodb > /dev/null 2>&1
    fi
    
    # Grant the mongodb:mongodb user and group permissions
    # to manage deployments.
    
    sudo chown mongodb:mongodb /var/lib/mongodb-mms-automation
    sudo chown mongodb:mongodb /var/log/mongodb-mms-automation
    sudo chown mongodb:mongodb /data
    
    12

    Start the MongoDB Agent.

    From the directory in which you installed the MongoDB Agent and as the system user you created in the last step, issue the following command:

    nohup ./mongodb-mms-automation-agent \
      --config=local.config \
      >> /var/log/mongodb-mms-automation/automation-agent-fatal.log 2>&1 &
    
    13

    Verify that the MongoDB Agent is running.

    In the Install Agent Instructions modal, wait for each deployment to show Verified in the Install the MongoDB Agent step.

    Important

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

    Click Next.

    14

    Finish the installation of the MongoDB Agent.

    In the Install Agent Instructions modal, click Done.

    15

    Repeat the installation procedure for each MongoDB host.

    Use this procedure to update to the MongoDB Agent:

    On x86_64 architecture running, Debian 8, Debian 9, Ubuntu 18.04, or Ubuntu 20.04:

    1

    Log in to the Cloud Manager.

    2

    From the notification banner, click Update All Agents.

    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.

    3

    Optional: Add any existing configuration options for your legacy Agents.

    If Automation did not manage your Backup or Monitoring Agents, you can add any Backup or Monitoring settings you had before at the Add Custom Configuration Options for your MongoDB Agent (Optional) step.

    Deployments using Kerberos Authentication

    Don’t add either of the following settings from the legacy Agents:

    • krb5Principal
    • krb5Keytab

    Your legacy Agents authenticated with Kerberos as separate database users. Because the MongoDB Agent combines the functions of the legacy Agents, it employs a single database user. To upgrade to the MongoDB Agent and continue using Kerberos, you must:

    1. Create a new Kerberos User Principal and database user for the MongoDB Agent.
    2. Update the Agent authentication configuration in the Cloud Manager Authentication & TLS settings with the new MongoDB Agent Principal and Keytab files.

    You can remove the legacy Monitoring and Backup Agent users after updating to the MongoDB Agent.

    To add options that you had for your Backup Agent and Monitoring Agent:

    1. Under the Backup Configurations section:
      1. Type the desired setting in the Setting box and its corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    2. Under the Monitoring Configurations section:
      1. Type the desired setting in the Setting box and the corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    3. Once you have added all the settings necessary for your deployment, click Next.

    You can click the trash icon to remove any settings that you have added.

    Important

    Cloud Manager does not validate any of these settings. Make sure that the settings and values are correct.

    4

    Install the MongoDB Agent.

    1. Click View Agent Install Instructions. The Install Agent Instructions modal opens.
    2. From the Select Your Server’s Operating System menu, select Debian 8/9/10, Ubuntu 16.X/18.X/20.x - DEB.
    3. Click Next. The Install New MongoDB Agent modal opens.
    5

    Download the latest version of the MongoDB Agent.

    Note

    Starting with this step, follow the MongoDB Agent installation modal and copy the provided commands into the Linux shell.

    From a system shell on the host that will run the MongoDB Agent, issue the following curl command to download the installer for Ubuntu 18.04/20.04 or Debian 9/10 for 64-bit x86:

    curl -OL https://cloud.mongodb.com/download/agent/automation/mongodb-mms-automation-agent-manager-latest.amd64.ubuntu1604.deb
    
    6

    Edit the MongoDB Agent configuration file.

    In the directory where you installed the MongoDB Agent, open the automation-agent.config file in your preferred text editor.

    sudo vi /etc/mongodb-mms/automation-agent.config
    

    Update the following configuration options:

    Key Value
    mmsGroupId ProjectID of your project.
    mmsApiKey Agent API key of your project.
    7

    Optional: Configure the MongoDB Agent to use a proxy server.

    To configure the MongoDB Agent to connect to Cloud Manager via a proxy server, you must specify the server in the httpProxy environment variable.

    In the directory where you installed the MongoDB Agent, open the automation-agent.config file in your preferred text editor.

    sudo vi /etc/mongodb-mms/automation-agent.config
    

    Add the following configuration key:

    Key Value
    httpProxy URL (hostname and port) of to your proxy server.
    8

    Prepare the data directory.

    The data directory stores MongoDB data. For an existing MongoDB deployment, ensure that the directory is owned by the mongodb user. If no MongoDB deployment exists, create the directory and set the owner.

    To create a data directory and set the owner as the mongodb user:

    sudo mkdir -p /data; sudo chown mongodb:mongodb /data
    
    9

    Start the MongoDB Agent.

    Issue the following command:

    sudo systemctl start mongodb-mms-automation-agent.service
    
    10

    Verify that the MongoDB Agent is running.

    In the Install Agent Instructions modal, wait for each deployment to show Verified in the Install the MongoDB Agent step.

    Important

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

    Click Next.

    11

    Finish the installation of the MongoDB Agent.

    In the Install Agent Instructions modal, click Done.

    12

    Repeat the installation procedure for each MongoDB host.

    On PowerPC architecture running Ubuntu 18.04 (managing MongoDB 3.4 or later deployments only):

    Using a deb package:

    1

    Log in to the Cloud Manager.

    2

    From the notification banner, click Update All Agents.

    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.

    3

    Optional: Add any existing configuration options for your legacy Agents.

    If Automation did not manage your Backup or Monitoring Agents, you can add any Backup or Monitoring settings you had before at the Add Custom Configuration Options for your MongoDB Agent (Optional) step.

    Deployments using Kerberos Authentication

    Don’t add either of the following settings from the legacy Agents:

    • krb5Principal
    • krb5Keytab

    Your legacy Agents authenticated with Kerberos as separate database users. Because the MongoDB Agent combines the functions of the legacy Agents, it employs a single database user. To upgrade to the MongoDB Agent and continue using Kerberos, you must:

    1. Create a new Kerberos User Principal and database user for the MongoDB Agent.
    2. Update the Agent authentication configuration in the Cloud Manager Authentication & TLS settings with the new MongoDB Agent Principal and Keytab files.

    You can remove the legacy Monitoring and Backup Agent users after updating to the MongoDB Agent.

    To add options that you had for your Backup Agent and Monitoring Agent:

    1. Under the Backup Configurations section:
      1. Type the desired setting in the Setting box and its corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    2. Under the Monitoring Configurations section:
      1. Type the desired setting in the Setting box and the corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    3. Once you have added all the settings necessary for your deployment, click Next.

    You can click the trash icon to remove any settings that you have added.

    Important

    Cloud Manager does not validate any of these settings. Make sure that the settings and values are correct.

    4

    Install the MongoDB Agent.

    1. Click View Agent Install Instructions. The Install Agent Instructions modal opens.
    2. From the Select Your Server’s Operating System menu, select Ubuntu 16.X Power (ppc64le) - DEB.
    3. Click Next. The Install New MongoDB Agent modal opens.
    5

    Download the latest version of the MongoDB Agent.

    Note

    Starting with this step, follow the MongoDB Agent installation modal and copy the provided commands into the Linux shell.

    From a system shell on the host that will run the MongoDB Agent, issue the following curl command to download the installer for Ubuntu 16.04:

    curl -OL https://cloud.mongodb.com/download/agent/automation/mongodb-mms-automation-agent-manager-latest.ppc64e1.ubuntu1604.deb
    
    6

    Edit the MongoDB Agent configuration file.

    In the directory where you installed the MongoDB Agent, open the automation-agent.config file in your preferred text editor.

    sudo vi /etc/mongodb-mms/automation-agent.config
    

    Update the following configuration options:

    Key Value
    mmsGroupId ProjectID of your project.
    mmsApiKey Agent API key of your project.
    7

    Optional: Configure the MongoDB Agent to use a proxy server.

    To configure the MongoDB Agent to connect to Cloud Manager via a proxy server, you must specify the server in the httpProxy environment variable.

    In the directory where you installed the MongoDB Agent, open the local.config file in your preferred text editor.

    vi <install-path>/local.config
    

    Add the following configuration key:

    Key Value
    httpProxy URL (hostname and port) of to your proxy server.
    8

    Prepare the data directory.

    The data directory stores MongoDB data. For an existing MongoDB deployment, ensure that the directory is owned by the mongodb user. If no MongoDB deployment exists, create the directory and set the owner.

    To create a data directory and set the owner as the mongodb user:

    sudo mkdir -p /data; sudo chown mongodb:mongodb /data
    
    9

    Start the MongoDB Agent.

    Issue the following command:

    sudo systemctl start mongodb-mms-automation-agent.service
    
    10

    Verify that the MongoDB Agent is running.

    In the Install Agent Instructions modal, wait for each deployment to show Verified in the Install the MongoDB Agent step.

    Important

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

    Click Next.

    11

    Finish the installation of the MongoDB Agent.

    In the Install Agent Instructions modal, click Done.

    12

    Repeat the installation procedure for each MongoDB host.

    Using a tar archive:

    1

    Log in to the Cloud Manager.

    2

    From the notification banner, click Update All Agents.

    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.

    3

    Optional: Add any existing configuration options for your legacy Agents.

    If Automation did not manage your Backup or Monitoring Agents, you can add any Backup or Monitoring settings you had before at the Add Custom Configuration Options for your MongoDB Agent (Optional) step.

    Deployments using Kerberos Authentication

    Don’t add either of the following settings from the legacy Agents:

    • krb5Principal
    • krb5Keytab

    Your legacy Agents authenticated with Kerberos as separate database users. Because the MongoDB Agent combines the functions of the legacy Agents, it employs a single database user. To upgrade to the MongoDB Agent and continue using Kerberos, you must:

    1. Create a new Kerberos User Principal and database user for the MongoDB Agent.
    2. Update the Agent authentication configuration in the Cloud Manager Authentication & TLS settings with the new MongoDB Agent Principal and Keytab files.

    You can remove the legacy Monitoring and Backup Agent users after updating to the MongoDB Agent.

    To add options that you had for your Backup Agent and Monitoring Agent:

    1. Under the Backup Configurations section:
      1. Type the desired setting in the Setting box and its corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    2. Under the Monitoring Configurations section:
      1. Type the desired setting in the Setting box and the corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    3. Once you have added all the settings necessary for your deployment, click Next.

    You can click the trash icon to remove any settings that you have added.

    Important

    Cloud Manager does not validate any of these settings. Make sure that the settings and values are correct.

    4

    Install the MongoDB Agent.

    1. Click View Agent Install Instructions. The Install Agent Instructions modal opens.
    2. From the Select Your Server’s Operating System menu, select Other Linux - TAR.
    3. Click Next. The Install New MongoDB Agent modal opens.
    5

    Download the latest version of the MongoDB Agent.

    Note

    Starting with this step, follow the MongoDB Agent installation modal and copy the provided commands into the Linux shell.

    From a system shell on the host that will run the MongoDB Agent, issue the following curl command to download the installer for Ubuntu 16.04 for PowerPC:

    curl -OL https://cloud.mongodb.com/download/agent/automation/mongodb-mms-automation-agent-manager-latest.ubuntu1604_ppc64le.tar.gz
    
    6

    Extract the MongoDB Agent.

    You can install the MongoDB Agent in any directory. If you want to move the archive to another directory before extracting, you may do so.

    To install the MongoDB Agent, extract the archive:

    tar -xvzf mongodb-mms-automation-agent-<VERSION>.ubuntu1604_ppc64le.tar.gz
    
    7

    Change to the extracted binary directory.

    Change into the directory that was created after extracting the MongoDB Agent binary:

    cd mongodb-mms-automation-agent-<VERSION>.ubuntu1604_ppc64le
    
    8

    Edit the MongoDB Agent configuration file.

    In the directory where you installed the MongoDB Agent, open the local.config file in your preferred text editor.

    vi <install-path>/local.config
    

    Update the following configuration options:

    Key Value
    mmsGroupId ProjectID of your project.
    mmsApiKey Agent API key of your project.
    9

    Optional: Configure the MongoDB Agent to use a proxy server.

    To configure the MongoDB Agent to connect to Cloud Manager via a proxy server, you must specify the server in the httpProxy environment variable.

    In the directory where you installed the MongoDB Agent, open the local.config file in your preferred text editor.

    vi <install-path>/local.config
    

    Add the following configuration key:

    Key Value
    httpProxy URL (hostname and port) of to your proxy server.
    10

    Optional: Create the binary, log, and data directories.

    If you have existing Monitoring Agent and/or Backup Agent users and do not plan on activating Automation, you only need to create the log directory.

    Create the following directories to store files that the MongoDB Agent needs.

    Note

    The use of mongodb-mms-automation in the file path is a legacy artifact and does not mean that the MongoDB Agent is being installed with Automation configured.

    Component Default Directory Description
    Binaries /var/lib/mongodb-mms-automation These are the binaries that the MongoDB Agent manages. They include the MongoDB Agent, BI Connector, and MongoDB binaries.
    MongoDB Agent logs /var/log/mongodb-mms-automation These are the log files that the MongoDB Agent creates.
    MongoDB databases /data These are the databases that the MongoDB Agent creates and manages.

    Run the following commands to create the directories:

    sudo mkdir -m 755 -p /var/lib/mongodb-mms-automation
    sudo mkdir -m 755 -p /var/log/mongodb-mms-automation
    sudo mkdir -m 755 -p /data
    

    Using a Different Path than /var/lib

    By default, the Agent binaries and Cloud Manager configuration backup file are located in /var/lib/mongodb-mms-automation. If you want to store these files in a different directory, follow these procedures:

    To change the location of the Agent Binaries:

    1. Click Deployment, then Agents, and then Downloads & Settings.

    2. Below the Download Directory heading, click the pencil icon to the right of the path shown in Download Directory (Linux/MacOS).

    3. Change the path to the new path you want.

    4. Click Save.

    5. Create the new directory you specified on each host that runs an Agent.

      sudo mkdir -m 755 -p /<newPath>
      

    To change the location of the Agent configuration backup:

    1. Open the Agent configuration file in your preferred text editor.

    2. Change the mmsConfigBackup setting to the new path for the configuration backup file.

      mmsConfigBackup=/<newPath>/mms-cluster-config-backup.json
      
    3. Save the Agent configuration file.

    4. Move the configuration backup file to the new directory.

      sudo mv /var/lib/mongodb-mms-automation/mms-cluster-config-backup.json /<newPath>
      
    11

    Assign permissions to the system user that runs the MongoDB Agent.

    Run the following commands:

    # Create mongodb user and group if they do not exist
    
    if ! sudo /usr/bin/id -g mongodb &>/dev/null; then
      sudo /usr/sbin/groupadd -r mongodb
    fi
    
    # Create mongodb user if they do not exist and assign
    # them to the mongodb group
    
    if ! sudo /usr/bin/id mongodb &>/dev/null; then
      sudo /usr/sbin/useradd -M -r -g mongodb \
        -d /var/lib/mongo -s /bin/false \
        -c mongodb mongodb > /dev/null 2>&1
    fi
    
    # Grant the mongodb:mongodb user and group permissions
    # to manage deployments.
    
    sudo chown mongodb:mongodb /var/lib/mongodb-mms-automation
    sudo chown mongodb:mongodb /var/log/mongodb-mms-automation
    sudo chown mongodb:mongodb /data
    
    12

    Start the MongoDB Agent.

    From the directory in which you installed the MongoDB Agent and as the system user you created in the last step, issue the following command:

    nohup ./mongodb-mms-automation-agent \
      --config=local.config \
      >> /var/log/mongodb-mms-automation/automation-agent-fatal.log 2>&1 &
    
    13

    Verify that the MongoDB Agent is running.

    In the Install Agent Instructions modal, wait for each deployment to show Verified in the Install the MongoDB Agent step.

    Important

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

    Click Next.

    14

    Finish the installation of the MongoDB Agent.

    In the Install Agent Instructions modal, click Done.

    15

    Repeat the installation procedure for each MongoDB host.

    On zSeries architecture running Ubuntu 18.04 using a deb package:

    1

    Log in to the Cloud Manager.

    2

    From the notification banner, click Update All Agents.

    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.

    3

    Optional: Add any existing configuration options for your legacy Agents.

    If Automation did not manage your Backup or Monitoring Agents, you can add any Backup or Monitoring settings you had before at the Add Custom Configuration Options for your MongoDB Agent (Optional) step.

    Deployments using Kerberos Authentication

    Don’t add either of the following settings from the legacy Agents:

    • krb5Principal
    • krb5Keytab

    Your legacy Agents authenticated with Kerberos as separate database users. Because the MongoDB Agent combines the functions of the legacy Agents, it employs a single database user. To upgrade to the MongoDB Agent and continue using Kerberos, you must:

    1. Create a new Kerberos User Principal and database user for the MongoDB Agent.
    2. Update the Agent authentication configuration in the Cloud Manager Authentication & TLS settings with the new MongoDB Agent Principal and Keytab files.

    You can remove the legacy Monitoring and Backup Agent users after updating to the MongoDB Agent.

    To add options that you had for your Backup Agent and Monitoring Agent:

    1. Under the Backup Configurations section:
      1. Type the desired setting in the Setting box and its corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    2. Under the Monitoring Configurations section:
      1. Type the desired setting in the Setting box and the corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    3. Once you have added all the settings necessary for your deployment, click Next.

    You can click the trash icon to remove any settings that you have added.

    Important

    Cloud Manager does not validate any of these settings. Make sure that the settings and values are correct.

    4

    Install the MongoDB Agent.

    1. Click View Agent Install Instructions. The Install Agent Instructions modal opens.
    2. From the Select Your Server’s Operating System menu, select Ubuntu 18.X Z-Series (s390x) - DEB.
    3. Click Next. The Install New MongoDB Agent modal opens.
    5

    Download the latest version of the MongoDB Agent.

    Note

    Starting with this step, follow the MongoDB Agent installation modal and copy the provided commands into the Linux shell.

    From a system shell on the host that will run the MongoDB Agent, issue the following curl command to download the installer for Ubuntu 18.04 for IBM zSeries:

    curl -OL https://cloud.mongodb.com/download/agent/automation/mongodb-mms-automation-agent-manager-latest.s390x.ubuntu1804.deb
    
    6

    Edit the MongoDB Agent configuration file.

    In the directory where you installed the MongoDB Agent, open the automation-agent.config file in your preferred text editor.

    sudo vi /etc/mongodb-mms/automation-agent.config
    

    Update the following configuration options:

    Key Value
    mmsGroupId ProjectID of your project.
    mmsApiKey Agent API key of your project.
    7

    Optional: Configure the MongoDB Agent to use a proxy server.

    To configure the MongoDB Agent to connect to Cloud Manager via a proxy server, you must specify the server in the httpProxy environment variable.

    In the directory where you installed the MongoDB Agent, open the local.config file in your preferred text editor.

    vi <install-path>/local.config
    

    Add the following configuration key:

    Key Value
    httpProxy URL (hostname and port) of to your proxy server.
    8

    Prepare the data directory.

    The data directory stores MongoDB data. For an existing MongoDB deployment, ensure that the directory is owned by the mongodb user. If no MongoDB deployment exists, create the directory and set the owner.

    To create a data directory and set the owner as the mongodb user:

    sudo mkdir -p /data; sudo chown mongodb:mongodb /data
    
    9

    Start the MongoDB Agent.

    Issue the following command:

    sudo systemctl start mongodb-mms-automation-agent.service
    
    10

    Verify that the MongoDB Agent is running.

    In the Install Agent Instructions modal, wait for each deployment to show Verified in the Install the MongoDB Agent step.

    Important

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

    Click Next.

    11

    Finish the installation of the MongoDB Agent.

    In the Install Agent Instructions modal, click Done.

    12

    Repeat the installation procedure for each MongoDB host.

    Use this procedure to update to the MongoDB Agent:

    On x86_64 architecture:

    Running RHEL / CentOS 6.x using an rpm package:

    1

    Log in to the Cloud Manager.

    2

    From the notification banner, click Update All Agents.

    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.

    3

    Optional: Add any existing configuration options for your legacy Agents.

    If Automation did not manage your Backup or Monitoring Agents, you can add any Backup or Monitoring settings you had before at the Add Custom Configuration Options for your MongoDB Agent (Optional) step.

    Deployments using Kerberos Authentication

    Don’t add either of the following settings from the legacy Agents:

    • krb5Principal
    • krb5Keytab

    Your legacy Agents authenticated with Kerberos as separate database users. Because the MongoDB Agent combines the functions of the legacy Agents, it employs a single database user. To upgrade to the MongoDB Agent and continue using Kerberos, you must:

    1. Create a new Kerberos User Principal and database user for the MongoDB Agent.
    2. Update the Agent authentication configuration in the Cloud Manager Authentication & TLS settings with the new MongoDB Agent Principal and Keytab files.

    You can remove the legacy Monitoring and Backup Agent users after updating to the MongoDB Agent.

    To add options that you had for your Backup Agent and Monitoring Agent:

    1. Under the Backup Configurations section:
      1. Type the desired setting in the Setting box and its corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    2. Under the Monitoring Configurations section:
      1. Type the desired setting in the Setting box and the corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    3. Once you have added all the settings necessary for your deployment, click Next.

    You can click the trash icon to remove any settings that you have added.

    Important

    Cloud Manager does not validate any of these settings. Make sure that the settings and values are correct.

    4

    Install the MongoDB Agent.

    1. Click View Agent Install Instructions. The Install Agent Instructions modal opens.
    2. From the Select Your Server’s Operating System menu, select Amazon Linux - RPM.
    3. Click Next. The Install New MongoDB Agent modal opens.
    5

    Download the latest version of the MongoDB Agent.

    Note

    Starting with this step, follow the MongoDB Agent installation modal and copy the provided commands into the Linux shell.

    From a system shell on the host that will run the MongoDB Agent, issue the following curl command to download the installer for RHEL 6 for 64-bit x86:

    curl -OL https://cloud.mongodb.com/download/agent/automation/mongodb-mms-automation-agent-manager-latest.x86_64.rpm
    
    6

    Edit the MongoDB Agent configuration file.

    In the directory where you installed the MongoDB Agent, open the automation-agent.config file in your preferred text editor.

    sudo vi /etc/mongodb-mms/automation-agent.config
    

    Update the following configuration options:

    Key Value
    mmsGroupId ProjectID of your project.
    mmsApiKey Agent API key of your project.
    7

    Optional: Configure the MongoDB Agent to use a proxy server.

    To configure the MongoDB Agent to connect to Cloud Manager via a proxy server, you must specify the server in the httpProxy environment variable.

    In the directory where you installed the MongoDB Agent, open the automation-agent.config file in your preferred text editor.

    sudo vi /etc/mongodb-mms/automation-agent.config
    

    Add the following configuration key:

    Key Value
    httpProxy URL (hostname and port) of to your proxy server.
    8

    Prepare the data directory.

    The data directory stores MongoDB data and must be owned by the mongod user. For an existing MongoDB deployment, ensure the directory has the mongod user as owner. If no MongoDB deployment exists, create the directory and set the owner.

    The following commands create a data directory and set the owner as the mongod user:

    sudo mkdir /data; sudo chown mongod:mongod /data
    
    9

    Start the MongoDB Agent.

    Issue the following command:

    sudo service mongodb-mms-automation-agent start
    
    10

    Verify that the MongoDB Agent is running.

    In the Install Agent Instructions modal, wait for each deployment to show Verified in the Install the MongoDB Agent step.

    Important

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

    Click Next.

    11

    Finish the installation of the MongoDB Agent.

    In the Install Agent Instructions modal, click Done.

    12

    Repeat the installation procedure for each MongoDB host.

    Running RHEL / CentOS 7.x, SUSE12, SUSE15, or Amazon Linux 2:

    Using an rpm package:

    1

    Log in to the Cloud Manager.

    2

    From the notification banner, click Update All Agents.

    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.

    3

    Optional: Add any existing configuration options for your legacy Agents.

    If Automation did not manage your Backup or Monitoring Agents, you can add any Backup or Monitoring settings you had before at the Add Custom Configuration Options for your MongoDB Agent (Optional) step.

    Deployments using Kerberos Authentication

    Don’t add either of the following settings from the legacy Agents:

    • krb5Principal
    • krb5Keytab

    Your legacy Agents authenticated with Kerberos as separate database users. Because the MongoDB Agent combines the functions of the legacy Agents, it employs a single database user. To upgrade to the MongoDB Agent and continue using Kerberos, you must:

    1. Create a new Kerberos User Principal and database user for the MongoDB Agent.
    2. Update the Agent authentication configuration in the Cloud Manager Authentication & TLS settings with the new MongoDB Agent Principal and Keytab files.

    You can remove the legacy Monitoring and Backup Agent users after updating to the MongoDB Agent.

    To add options that you had for your Backup Agent and Monitoring Agent:

    1. Under the Backup Configurations section:
      1. Type the desired setting in the Setting box and its corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    2. Under the Monitoring Configurations section:
      1. Type the desired setting in the Setting box and the corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    3. Once you have added all the settings necessary for your deployment, click Next.

    You can click the trash icon to remove any settings that you have added.

    Important

    Cloud Manager does not validate any of these settings. Make sure that the settings and values are correct.

    4

    Install the MongoDB Agent.

    1. Click View Agent Install Instructions. The Install Agent Instructions modal opens.
    2. From the Select Your Server’s Operating System menu, select RHEL/CentOS (7.X/8.X), SUSE12, SUSE15, Amazon Linux2 - RPM.
    3. Click Next. The Install New MongoDB Agent modal opens.
    5

    Download the latest version of the MongoDB Agent.

    Note

    Starting with this step, follow the MongoDB Agent installation modal and copy the provided commands into the Linux shell.

    From a system shell on the host that will run the MongoDB Agent, issue the following curl command to download the installer for RHEL 7 for 64-bit x86:

    curl -OL https://cloud.mongodb.com/download/agent/automation/mongodb-mms-automation-agent-manager-latest.x86_64.rhel7.rpm
    
    6

    Edit the MongoDB Agent configuration file.

    In the directory where you installed the MongoDB Agent, open the automation-agent.config file in your preferred text editor.

    sudo vi /etc/mongodb-mms/automation-agent.config
    

    Update the following configuration options:

    Key Value
    mmsGroupId ProjectID of your project.
    mmsApiKey Agent API key of your project.
    7

    Optional: Configure the MongoDB Agent to use a proxy server.

    To configure the MongoDB Agent to connect to Cloud Manager via a proxy server, you must specify the server in the httpProxy environment variable.

    In the directory where you installed the MongoDB Agent, open the automation-agent.config file in your preferred text editor.

    sudo vi /etc/mongodb-mms/automation-agent.config
    

    Add the following configuration key:

    Key Value
    httpProxy URL (hostname and port) of to your proxy server.
    8

    Prepare the data directory.

    The data directory stores MongoDB data and must be owned by the mongod user. For an existing MongoDB deployment, ensure the directory has the mongod user as owner. If no MongoDB deployment exists, create the directory and set the owner.

    The following commands create a data directory and set the owner as the mongod user:

    sudo mkdir /data; sudo chown mongod:mongod /data
    
    9

    Start the MongoDB Agent.

    Issue the following command:

    sudo service mongodb-mms-automation-agent start
    
    10

    Verify that the MongoDB Agent is running.

    In the Install Agent Instructions modal, wait for each deployment to show Verified in the Install the MongoDB Agent step.

    Important

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

    Click Next.

    11

    Finish the installation of the MongoDB Agent.

    In the Install Agent Instructions modal, click Done.

    12

    Repeat the installation procedure for each MongoDB host.

    Using a tar archive:

    1

    Log in to the Cloud Manager.

    2

    From the notification banner, click Update All Agents.

    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.

    3

    Optional: Add any existing configuration options for your legacy Agents.

    If Automation did not manage your Backup or Monitoring Agents, you can add any Backup or Monitoring settings you had before at the Add Custom Configuration Options for your MongoDB Agent (Optional) step.

    Deployments using Kerberos Authentication

    Don’t add either of the following settings from the legacy Agents:

    • krb5Principal
    • krb5Keytab

    Your legacy Agents authenticated with Kerberos as separate database users. Because the MongoDB Agent combines the functions of the legacy Agents, it employs a single database user. To upgrade to the MongoDB Agent and continue using Kerberos, you must:

    1. Create a new Kerberos User Principal and database user for the MongoDB Agent.
    2. Update the Agent authentication configuration in the Cloud Manager Authentication & TLS settings with the new MongoDB Agent Principal and Keytab files.

    You can remove the legacy Monitoring and Backup Agent users after updating to the MongoDB Agent.

    To add options that you had for your Backup Agent and Monitoring Agent:

    1. Under the Backup Configurations section:
      1. Type the desired setting in the Setting box and its corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    2. Under the Monitoring Configurations section:
      1. Type the desired setting in the Setting box and the corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    3. Once you have added all the settings necessary for your deployment, click Next.

    You can click the trash icon to remove any settings that you have added.

    Important

    Cloud Manager does not validate any of these settings. Make sure that the settings and values are correct.

    4

    Install the MongoDB Agent.

    1. Click View Agent Install Instructions. The Install Agent Instructions modal opens.
    2. From the Select Your Server’s Operating System menu, select RHEL/CentOS (7.X/8.X), SUSE12, SUSE15, Amazon Linux 2 - TAR.
    3. Click Next. The Install New MongoDB Agent modal opens.
    5

    Download the latest version of the MongoDB Agent.

    Note

    Starting with this step, follow the MongoDB Agent installation modal and copy the provided commands into the Linux shell.

    From a system shell on the host that will run the MongoDB Agent, issue the following curl command to download the installer for RHEL for 64-bit x86:

    curl -OL https://cloud.mongodb.com/download/agent/automation/mongodb-mms-automation-agent-manager-latest.rhel7_x86_64.tar.gz
    
    6

    Extract the MongoDB Agent.

    You can install the MongoDB Agent in any directory. If you want to move the archive to another directory before extracting, you may do so.

    To install the MongoDB Agent, extract the archive:

    tar -xvzf mongodb-mms-automation-agent-<VERSION>.rhel7_x86_64.tar.gz
    
    7

    Change to the extracted binary directory.

    Change into the directory that was created after extracting the MongoDB Agent binary:

    cd mongodb-mms-automation-agent-<VERSION>.rhel7_x86_64
    
    8

    Edit the MongoDB Agent configuration file.

    In the directory where you installed the MongoDB Agent, open the local.config file in your preferred text editor.

    vi <install-path>/local.config
    

    Update the following configuration options:

    Key Value
    mmsGroupId ProjectID of your project.
    mmsApiKey Agent API key of your project.
    9

    Optional: Configure the MongoDB Agent to use a proxy server.

    To configure the MongoDB Agent to connect to Cloud Manager via a proxy server, you must specify the server in the httpProxy environment variable.

    In the directory where you installed the MongoDB Agent, open the local.config file in your preferred text editor.

    vi <install-path>/local.config
    

    Add the following configuration key:

    Key Value
    httpProxy URL (hostname and port) of to your proxy server.
    10

    Optional: Create the binary, log, and data directories.

    If you have existing Monitoring Agent and/or Backup Agent users and do not plan on activating Automation, you only need to create the log directory.

    Create the following directories to store files that the MongoDB Agent needs.

    Note

    The use of mongodb-mms-automation in the file path is a legacy artifact and does not mean that the MongoDB Agent is being installed with Automation configured.

    Component Default Directory Description
    Binaries /var/lib/mongodb-mms-automation These are the binaries that the MongoDB Agent manages. They include the MongoDB Agent, BI Connector, and MongoDB binaries.
    MongoDB Agent logs /var/log/mongodb-mms-automation These are the log files that the MongoDB Agent creates.
    MongoDB databases /data These are the databases that the MongoDB Agent creates and manages.

    Run the following commands to create the directories:

    sudo mkdir -m 755 -p /var/lib/mongodb-mms-automation
    sudo mkdir -m 755 -p /var/log/mongodb-mms-automation
    sudo mkdir -m 755 -p /data
    

    Using a Different Path than /var/lib

    By default, the Agent binaries and Cloud Manager configuration backup file are located in /var/lib/mongodb-mms-automation. If you want to store these files in a different directory, follow these procedures:

    To change the location of the Agent Binaries:

    1. Click Deployment, then Agents, and then Downloads & Settings.

    2. Below the Download Directory heading, click the pencil icon to the right of the path shown in Download Directory (Linux/MacOS).

    3. Change the path to the new path you want.

    4. Click Save.

    5. Create the new directory you specified on each host that runs an Agent.

      sudo mkdir -m 755 -p /<newPath>
      

    To change the location of the Agent configuration backup:

    1. Open the Agent configuration file in your preferred text editor.

    2. Change the mmsConfigBackup setting to the new path for the configuration backup file.

      mmsConfigBackup=/<newPath>/mms-cluster-config-backup.json
      
    3. Save the Agent configuration file.

    4. Move the configuration backup file to the new directory.

      sudo mv /var/lib/mongodb-mms-automation/mms-cluster-config-backup.json /<newPath>
      
    11

    Assign permissions to the system user that runs the MongoDB Agent.

    Run the following commands:

    # Create mongodb user and group if they do not exist
    
    if ! sudo /usr/bin/id -g mongodb &>/dev/null; then
      sudo /usr/sbin/groupadd -r mongodb
    fi
    
    # Create mongodb user if they do not exist and assign
    # them to the mongodb group
    
    if ! sudo /usr/bin/id mongodb &>/dev/null; then
      sudo /usr/sbin/useradd -M -r -g mongodb \
        -d /var/lib/mongo -s /bin/false \
        -c mongodb mongodb > /dev/null 2>&1
    fi
    
    # Grant the mongodb:mongodb user and group permissions
    # to manage deployments.
    
    sudo chown mongodb:mongodb /var/lib/mongodb-mms-automation
    sudo chown mongodb:mongodb /var/log/mongodb-mms-automation
    sudo chown mongodb:mongodb /data
    
    12

    Start the MongoDB Agent.

    From the directory in which you installed the MongoDB Agent and as the system user you created in the last step, issue the following command:

    nohup ./mongodb-mms-automation-agent \
      --config=local.config \
      >> /var/log/mongodb-mms-automation/automation-agent-fatal.log 2>&1 &
    
    13

    Verify that the MongoDB Agent is running.

    In the Install Agent Instructions modal, wait for each deployment to show Verified in the Install the MongoDB Agent step.

    Important

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

    Click Next.

    14

    Finish the installation of the MongoDB Agent.

    In the Install Agent Instructions modal, click Done.

    15

    Repeat the installation procedure for each MongoDB host.

    On RHEL / CentOS (7.x) on PowerPC architecture (managing MongoDB 3.4 or later deployments):

    Using an rpm package:

    1

    Log in to the Cloud Manager.

    2

    From the notification banner, click Update All Agents.

    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.

    3

    Optional: Add any existing configuration options for your legacy Agents.

    If Automation did not manage your Backup or Monitoring Agents, you can add any Backup or Monitoring settings you had before at the Add Custom Configuration Options for your MongoDB Agent (Optional) step.

    Deployments using Kerberos Authentication

    Don’t add either of the following settings from the legacy Agents:

    • krb5Principal
    • krb5Keytab

    Your legacy Agents authenticated with Kerberos as separate database users. Because the MongoDB Agent combines the functions of the legacy Agents, it employs a single database user. To upgrade to the MongoDB Agent and continue using Kerberos, you must:

    1. Create a new Kerberos User Principal and database user for the MongoDB Agent.
    2. Update the Agent authentication configuration in the Cloud Manager Authentication & TLS settings with the new MongoDB Agent Principal and Keytab files.

    You can remove the legacy Monitoring and Backup Agent users after updating to the MongoDB Agent.

    To add options that you had for your Backup Agent and Monitoring Agent:

    1. Under the Backup Configurations section:
      1. Type the desired setting in the Setting box and its corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    2. Under the Monitoring Configurations section:
      1. Type the desired setting in the Setting box and the corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    3. Once you have added all the settings necessary for your deployment, click Next.

    You can click the trash icon to remove any settings that you have added.

    Important

    Cloud Manager does not validate any of these settings. Make sure that the settings and values are correct.

    4

    Install the MongoDB Agent.

    1. Click View Agent Install Instructions. The Install Agent Instructions modal opens.
    2. From the Select Your Server’s Operating System menu, select RHEL/CentOS (7.X/8.X), SUSE12, SUSE15, Amazon Linux2 - RPM.
    3. Click Next. The Install New MongoDB Agent modal opens.
    5

    Download the latest version of the MongoDB Agent.

    Note

    Starting with this step, follow the MongoDB Agent installation modal and copy the provided commands into the Linux shell.

    From a system shell on the host that will run the MongoDB Agent, issue the following curl command to download the installer for RHEL 7 for PowerPC:

    curl -OL https://cloud.mongodb.com/download/agent/automation/mongodb-mms-automation-agent-manager-latest.ppc641e.rhel7.rpm
    
    6

    Edit the MongoDB Agent configuration file.

    In the directory where you installed the MongoDB Agent, open the automation-agent.config file in your preferred text editor.

    sudo vi /etc/mongodb-mms/automation-agent.config
    

    Update the following configuration options:

    Key Value
    mmsGroupId ProjectID of your project.
    mmsApiKey Agent API key of your project.
    7

    Optional: Configure the MongoDB Agent to use a proxy server.

    To configure the MongoDB Agent to connect to Cloud Manager via a proxy server, you must specify the server in the httpProxy environment variable.

    In the directory where you installed the MongoDB Agent, open the automation-agent.config file in your preferred text editor.

    sudo vi /etc/mongodb-mms/automation-agent.config
    

    Add the following configuration key:

    Key Value
    httpProxy URL (hostname and port) of to your proxy server.
    8

    Prepare the data directory.

    The data directory stores MongoDB data and must be owned by the mongod user. For an existing MongoDB deployment, ensure the directory has the mongod user as owner. If no MongoDB deployment exists, create the directory and set the owner.

    The following commands create a data directory and set the owner as the mongod user:

    sudo mkdir /data; sudo chown mongod:mongod /data
    
    9

    Start the MongoDB Agent.

    Issue the following command:

    sudo service mongodb-mms-automation-agent start
    
    10

    Verify that the MongoDB Agent is running.

    In the Install Agent Instructions modal, wait for each deployment to show Verified in the Install the MongoDB Agent step.

    Important

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

    Click Next.

    11

    Finish the installation of the MongoDB Agent.

    In the Install Agent Instructions modal, click Done.

    12

    Repeat the installation procedure for each MongoDB host.

    Using a tar archive:

    1

    Log in to the Cloud Manager.

    2

    From the notification banner, click Update All Agents.

    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.

    3

    Optional: Add any existing configuration options for your legacy Agents.

    If Automation did not manage your Backup or Monitoring Agents, you can add any Backup or Monitoring settings you had before at the Add Custom Configuration Options for your MongoDB Agent (Optional) step.

    Deployments using Kerberos Authentication

    Don’t add either of the following settings from the legacy Agents:

    • krb5Principal
    • krb5Keytab

    Your legacy Agents authenticated with Kerberos as separate database users. Because the MongoDB Agent combines the functions of the legacy Agents, it employs a single database user. To upgrade to the MongoDB Agent and continue using Kerberos, you must:

    1. Create a new Kerberos User Principal and database user for the MongoDB Agent.
    2. Update the Agent authentication configuration in the Cloud Manager Authentication & TLS settings with the new MongoDB Agent Principal and Keytab files.

    You can remove the legacy Monitoring and Backup Agent users after updating to the MongoDB Agent.

    To add options that you had for your Backup Agent and Monitoring Agent:

    1. Under the Backup Configurations section:
      1. Type the desired setting in the Setting box and its corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    2. Under the Monitoring Configurations section:
      1. Type the desired setting in the Setting box and the corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    3. Once you have added all the settings necessary for your deployment, click Next.

    You can click the trash icon to remove any settings that you have added.

    Important

    Cloud Manager does not validate any of these settings. Make sure that the settings and values are correct.

    4

    Install the MongoDB Agent.

    1. Click View Agent Install Instructions. The Install Agent Instructions modal opens.
    2. From the Select Your Server’s Operating System menu, select RHEL/CentOS (7.X) Power (ppc64le) - TAR.
    3. Click Next. The Install New MongoDB Agent modal opens.
    5

    Download the latest version of the MongoDB Agent.

    Note

    Starting with this step, follow the MongoDB Agent installation modal and copy the provided commands into the Linux shell.

    From a system shell on the host that will run the MongoDB Agent, issue the following curl command to download the installer for RHEL 7 for PowerPC:

    curl -OL https://cloud.mongodb.com/download/agent/automation/mongodb-mms-automation-agent-manager-latest.rhel7_ppc64le.tar.gz
    
    6

    Extract the MongoDB Agent.

    You can install the MongoDB Agent in any directory. If you want to move the archive to another directory before extracting, you may do so.

    To install the MongoDB Agent, extract the archive:

    tar -xvzf mongodb-mms-automation-agent-<VERSION>.rhel7_ppc64le.tar.gz
    
    7

    Change to the extracted binary directory.

    Change into the directory that was created after extracting the MongoDB Agent binary:

    cd mongodb-mms-automation-agent-<VERSION>.rhel7_ppc64le
    
    8

    Edit the MongoDB Agent configuration file.

    In the directory where you installed the MongoDB Agent, open the local.config file in your preferred text editor.

    vi <install-path>/local.config
    

    Update the following configuration options:

    Key Value
    mmsGroupId ProjectID of your project.
    mmsApiKey Agent API key of your project.
    9

    Optional: Configure the MongoDB Agent to use a proxy server.

    To configure the MongoDB Agent to connect to Cloud Manager via a proxy server, you must specify the server in the httpProxy environment variable.

    In the directory where you installed the MongoDB Agent, open the local.config file in your preferred text editor.

    vi <install-path>/local.config
    

    Add the following configuration key:

    Key Value
    httpProxy URL (hostname and port) of to your proxy server.
    10

    Optional: Create the binary, log, and data directories.

    If you have existing Monitoring Agent and/or Backup Agent users and do not plan on activating Automation, you only need to create the log directory.

    Create the following directories to store files that the MongoDB Agent needs.

    Note

    The use of mongodb-mms-automation in the file path is a legacy artifact and does not mean that the MongoDB Agent is being installed with Automation configured.

    Component Default Directory Description
    Binaries /var/lib/mongodb-mms-automation These are the binaries that the MongoDB Agent manages. They include the MongoDB Agent, BI Connector, and MongoDB binaries.
    MongoDB Agent logs /var/log/mongodb-mms-automation These are the log files that the MongoDB Agent creates.
    MongoDB databases /data These are the databases that the MongoDB Agent creates and manages.

    Run the following commands to create the directories:

    sudo mkdir -m 755 -p /var/lib/mongodb-mms-automation
    sudo mkdir -m 755 -p /var/log/mongodb-mms-automation
    sudo mkdir -m 755 -p /data
    

    Using a Different Path than /var/lib

    By default, the Agent binaries and Cloud Manager configuration backup file are located in /var/lib/mongodb-mms-automation. If you want to store these files in a different directory, follow these procedures:

    To change the location of the Agent Binaries:

    1. Click Deployment, then Agents, and then Downloads & Settings.

    2. Below the Download Directory heading, click the pencil icon to the right of the path shown in Download Directory (Linux/MacOS).

    3. Change the path to the new path you want.

    4. Click Save.

    5. Create the new directory you specified on each host that runs an Agent.

      sudo mkdir -m 755 -p /<newPath>
      

    To change the location of the Agent configuration backup:

    1. Open the Agent configuration file in your preferred text editor.

    2. Change the mmsConfigBackup setting to the new path for the configuration backup file.

      mmsConfigBackup=/<newPath>/mms-cluster-config-backup.json
      
    3. Save the Agent configuration file.

    4. Move the configuration backup file to the new directory.

      sudo mv /var/lib/mongodb-mms-automation/mms-cluster-config-backup.json /<newPath>
      
    11

    Assign permissions to the system user that runs the MongoDB Agent.

    Run the following commands:

    # Create mongodb user and group if they do not exist
    
    if ! sudo /usr/bin/id -g mongodb &>/dev/null; then
      sudo /usr/sbin/groupadd -r mongodb
    fi
    
    # Create mongodb user if they do not exist and assign
    # them to the mongodb group
    
    if ! sudo /usr/bin/id mongodb &>/dev/null; then
      sudo /usr/sbin/useradd -M -r -g mongodb \
        -d /var/lib/mongo -s /bin/false \
        -c mongodb mongodb > /dev/null 2>&1
    fi
    
    # Grant the mongodb:mongodb user and group permissions
    # to manage deployments.
    
    sudo chown mongodb:mongodb /var/lib/mongodb-mms-automation
    sudo chown mongodb:mongodb /var/log/mongodb-mms-automation
    sudo chown mongodb:mongodb /data
    
    12

    Start the MongoDB Agent.

    From the directory in which you installed the MongoDB Agent and as the system user you created in the last step, issue the following command:

    nohup ./mongodb-mms-automation-agent \
      --config=local.config \
      >> /var/log/mongodb-mms-automation/automation-agent-fatal.log 2>&1 &
    
    13

    Verify that the MongoDB Agent is running.

    In the Install Agent Instructions modal, wait for each deployment to show Verified in the Install the MongoDB Agent step.

    Important

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

    Click Next.

    14

    Finish the installation of the MongoDB Agent.

    In the Install Agent Instructions modal, click Done.

    15

    Repeat the installation procedure for each MongoDB host.

    On zSeries architecture (managing MongoDB 3.4 or later deployments):

    Running RHEL / CentOS 6.x using the rpm package manager:

    1

    Log in to the Cloud Manager.

    2

    From the notification banner, click Update All Agents.

    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.

    3

    Optional: Add any existing configuration options for your legacy Agents.

    If Automation did not manage your Backup or Monitoring Agents, you can add any Backup or Monitoring settings you had before at the Add Custom Configuration Options for your MongoDB Agent (Optional) step.

    Deployments using Kerberos Authentication

    Don’t add either of the following settings from the legacy Agents:

    • krb5Principal
    • krb5Keytab

    Your legacy Agents authenticated with Kerberos as separate database users. Because the MongoDB Agent combines the functions of the legacy Agents, it employs a single database user. To upgrade to the MongoDB Agent and continue using Kerberos, you must:

    1. Create a new Kerberos User Principal and database user for the MongoDB Agent.
    2. Update the Agent authentication configuration in the Cloud Manager Authentication & TLS settings with the new MongoDB Agent Principal and Keytab files.

    You can remove the legacy Monitoring and Backup Agent users after updating to the MongoDB Agent.

    To add options that you had for your Backup Agent and Monitoring Agent:

    1. Under the Backup Configurations section:
      1. Type the desired setting in the Setting box and its corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    2. Under the Monitoring Configurations section:
      1. Type the desired setting in the Setting box and the corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    3. Once you have added all the settings necessary for your deployment, click Next.

    You can click the trash icon to remove any settings that you have added.

    Important

    Cloud Manager does not validate any of these settings. Make sure that the settings and values are correct.

    4

    Install the MongoDB Agent.

    1. Click View Agent Install Instructions. The Install Agent Instructions modal opens.
    2. From the Select Your Server’s Operating System menu, select Amazon Linux - RPM.
    3. Click Next. The Install New MongoDB Agent modal opens.
    5

    Download the latest version of the MongoDB Agent.

    Note

    Starting with this step, follow the MongoDB Agent installation modal and copy the provided commands into the Linux shell.

    From a system shell on the host that will run the MongoDB Agent, issue the following curl command to download the installer for RHEL 6 for IBM zSeries:

    curl -OL https://cloud.mongodb.com/download/agent/automation/mongodb-mms-automation-agent-manager-latest.s390x.rhel6.rpm
    
    6

    Edit the MongoDB Agent configuration file.

    In the directory where you installed the MongoDB Agent, open the automation-agent.config file in your preferred text editor.

    sudo vi /etc/mongodb-mms/automation-agent.config
    

    Update the following configuration options:

    Key Value
    mmsGroupId ProjectID of your project.
    mmsApiKey Agent API key of your project.
    7

    Optional: Configure the MongoDB Agent to use a proxy server.

    To configure the MongoDB Agent to connect to Cloud Manager via a proxy server, you must specify the server in the httpProxy environment variable.

    In the directory where you installed the MongoDB Agent, open the automation-agent.config file in your preferred text editor.

    sudo vi /etc/mongodb-mms/automation-agent.config
    

    Add the following configuration key:

    Key Value
    httpProxy URL (hostname and port) of to your proxy server.
    8

    Prepare the data directory.

    The data directory stores MongoDB data and must be owned by the mongod user. For an existing MongoDB deployment, ensure the directory has the mongod user as owner. If no MongoDB deployment exists, create the directory and set the owner.

    The following commands create a data directory and set the owner as the mongod user:

    sudo mkdir /data; sudo chown mongod:mongod /data
    
    9

    Start the MongoDB Agent.

    Issue the following command:

    sudo service mongodb-mms-automation-agent start
    
    10

    Verify that the MongoDB Agent is running.

    In the Install Agent Instructions modal, wait for each deployment to show Verified in the Install the MongoDB Agent step.

    Important

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

    Click Next.

    11

    Finish the installation of the MongoDB Agent.

    In the Install Agent Instructions modal, click Done.

    12

    Repeat the installation procedure for each MongoDB host.

    Running RHEL / CentOS 7.x using the rpm package manager:

    1

    Log in to the Cloud Manager.

    2

    From the notification banner, click Update All Agents.

    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.

    3

    Optional: Add any existing configuration options for your legacy Agents.

    If Automation did not manage your Backup or Monitoring Agents, you can add any Backup or Monitoring settings you had before at the Add Custom Configuration Options for your MongoDB Agent (Optional) step.

    Deployments using Kerberos Authentication

    Don’t add either of the following settings from the legacy Agents:

    • krb5Principal
    • krb5Keytab

    Your legacy Agents authenticated with Kerberos as separate database users. Because the MongoDB Agent combines the functions of the legacy Agents, it employs a single database user. To upgrade to the MongoDB Agent and continue using Kerberos, you must:

    1. Create a new Kerberos User Principal and database user for the MongoDB Agent.
    2. Update the Agent authentication configuration in the Cloud Manager Authentication & TLS settings with the new MongoDB Agent Principal and Keytab files.

    You can remove the legacy Monitoring and Backup Agent users after updating to the MongoDB Agent.

    To add options that you had for your Backup Agent and Monitoring Agent:

    1. Under the Backup Configurations section:
      1. Type the desired setting in the Setting box and its corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    2. Under the Monitoring Configurations section:
      1. Type the desired setting in the Setting box and the corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    3. Once you have added all the settings necessary for your deployment, click Next.

    You can click the trash icon to remove any settings that you have added.

    Important

    Cloud Manager does not validate any of these settings. Make sure that the settings and values are correct.

    4

    Install the MongoDB Agent.

    1. Click View Agent Install Instructions. The Install Agent Instructions modal opens.
    2. From the Select Your Server’s Operating System menu, select RHEL 7.X Z-Series (s390x) - RPM.
    3. Click Next. The Install New MongoDB Agent modal opens.
    5

    Download the latest version of the MongoDB Agent.

    Note

    Starting with this step, follow the MongoDB Agent installation modal and copy the provided commands into the Linux shell.

    From a system shell on the host that will run the MongoDB Agent, issue the following curl command to download the installer for RHEL 7 for IBM zSeries:

    curl -OL https://cloud.mongodb.com/download/agent/automation/mongodb-mms-automation-agent-manager-latest.s390x.rhel7.rpm
    
    6

    Edit the MongoDB Agent configuration file.

    In the directory where you installed the MongoDB Agent, open the automation-agent.config file in your preferred text editor.

    sudo vi /etc/mongodb-mms/automation-agent.config
    

    Update the following configuration options:

    Key Value
    mmsGroupId ProjectID of your project.
    mmsApiKey Agent API key of your project.
    7

    Optional: Configure the MongoDB Agent to use a proxy server.

    To configure the MongoDB Agent to connect to Cloud Manager via a proxy server, you must specify the server in the httpProxy environment variable.

    In the directory where you installed the MongoDB Agent, open the automation-agent.config file in your preferred text editor.

    sudo vi /etc/mongodb-mms/automation-agent.config
    

    Add the following configuration key:

    Key Value
    httpProxy URL (hostname and port) of to your proxy server.
    8

    Prepare the data directory.

    The data directory stores MongoDB data and must be owned by the mongod user. For an existing MongoDB deployment, ensure the directory has the mongod user as owner. If no MongoDB deployment exists, create the directory and set the owner.

    The following commands create a data directory and set the owner as the mongod user:

    sudo mkdir /data; sudo chown mongod:mongod /data
    
    9

    Start the MongoDB Agent.

    Issue the following command:

    sudo service mongodb-mms-automation-agent start
    
    10

    Verify that the MongoDB Agent is running.

    In the Install Agent Instructions modal, wait for each deployment to show Verified in the Install the MongoDB Agent step.

    Important

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

    Click Next.

    11

    Finish the installation of the MongoDB Agent.

    In the Install Agent Instructions modal, click Done.

    12

    Repeat the installation procedure for each MongoDB host.

    Use this procedure to install update to the MongoDB Agent on Linux systems that do not use deb or rpm packages.

    1

    Log in to the Cloud Manager.

    2

    From the notification banner, click Update All Agents.

    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.

    3

    Optional: Add any existing configuration options for your legacy Agents.

    If Automation did not manage your Backup or Monitoring Agents, you can add any Backup or Monitoring settings you had before at the Add Custom Configuration Options for your MongoDB Agent (Optional) step.

    Deployments using Kerberos Authentication

    Don’t add either of the following settings from the legacy Agents:

    • krb5Principal
    • krb5Keytab

    Your legacy Agents authenticated with Kerberos as separate database users. Because the MongoDB Agent combines the functions of the legacy Agents, it employs a single database user. To upgrade to the MongoDB Agent and continue using Kerberos, you must:

    1. Create a new Kerberos User Principal and database user for the MongoDB Agent.
    2. Update the Agent authentication configuration in the Cloud Manager Authentication & TLS settings with the new MongoDB Agent Principal and Keytab files.

    You can remove the legacy Monitoring and Backup Agent users after updating to the MongoDB Agent.

    To add options that you had for your Backup Agent and Monitoring Agent:

    1. Under the Backup Configurations section:
      1. Type the desired setting in the Setting box and its corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    2. Under the Monitoring Configurations section:
      1. Type the desired setting in the Setting box and the corresponding value in the Value box.
      2. To add more than one Setting, click the + Add Setting link. Another row appears.
      3. Repeat until all settings have been added.
    3. Once you have added all the settings necessary for your deployment, click Next.

    You can click the trash icon to remove any settings that you have added.

    Important

    Cloud Manager does not validate any of these settings. Make sure that the settings and values are correct.

    4

    Install the MongoDB Agent.

    1. Click View Agent Install Instructions. The Install Agent Instructions modal opens.
    2. From the Select Your Server’s Operating System menu, select Other Linux - TAR.
    3. Click Next. The Install New MongoDB Agent modal opens.
    5

    Download the latest version of the MongoDB Agent.

    Note

    Starting with this step, follow the MongoDB Agent installation modal and copy the provided commands into the Linux shell.

    From a system shell on the host that will run the MongoDB Agent, issue the following curl command to download the installer for Generic 64-bit Linux:

    curl -OL https://cloud.mongodb.com/download/agent/automation/mongodb-mms-automation-agent-manager-latest.linux_x86_64.tar.gz
    
    6

    Extract the MongoDB Agent.

    You can install the MongoDB Agent in any directory. If you want to move the archive to another directory before extracting, you may do so.

    To install the MongoDB Agent, extract the archive:

    tar -xvzf mongodb-mms-automation-agent-<VERSION>.linux_x86_64.tar.gz
    
    7

    Change to the extracted binary directory.

    Change into the directory that was created after extracting the MongoDB Agent binary:

    cd mongodb-mms-automation-agent-<VERSION>.linux_x86_64
    
    8

    Edit the MongoDB Agent configuration file.

    In the directory where you installed the MongoDB Agent, open the local.config file in your preferred text editor.

    vi <install-path>/local.config
    

    Update the following configuration options:

    Key Value
    mmsGroupId ProjectID of your project.
    mmsApiKey Agent API key of your project.
    9

    Optional: Configure the MongoDB Agent to use a proxy server.

    To configure the MongoDB Agent to connect to Cloud Manager via a proxy server, you must specify the server in the httpProxy environment variable.

    In the directory where you installed the MongoDB Agent, open the local.config file in your preferred text editor.

    vi <install-path>/local.config
    

    Add the following configuration key:

    Key Value
    httpProxy URL (hostname and port) of to your proxy server.
    10

    Optional: Create the binary, log, and data directories.

    If you have existing Monitoring Agent and/or Backup Agent users and do not plan on activating Automation, you only need to create the log directory.

    Create the following directories to store files that the MongoDB Agent needs.

    Note

    The use of mongodb-mms-automation in the file path is a legacy artifact and does not mean that the MongoDB Agent is being installed with Automation configured.

    Component Default Directory Description
    Binaries /var/lib/mongodb-mms-automation These are the binaries that the MongoDB Agent manages. They include the MongoDB Agent, BI Connector, and MongoDB binaries.
    MongoDB Agent logs /var/log/mongodb-mms-automation These are the log files that the MongoDB Agent creates.
    MongoDB databases /data These are the databases that the MongoDB Agent creates and manages.

    Run the following commands to create the directories:

    sudo mkdir -m 755 -p /var/lib/mongodb-mms-automation
    sudo mkdir -m 755 -p /var/log/mongodb-mms-automation
    sudo mkdir -m 755 -p /data
    

    Using a Different Path than /var/lib

    By default, the Agent binaries and Cloud Manager configuration backup file are located in /var/lib/mongodb-mms-automation. If you want to store these files in a different directory, follow these procedures:

    To change the location of the Agent Binaries:

    1. Click Deployment, then Agents, and then Downloads & Settings.

    2. Below the Download Directory heading, click the pencil icon to the right of the path shown in Download Directory (Linux/MacOS).

    3. Change the path to the new path you want.

    4. Click Save.

    5. Create the new directory you specified on each host that runs an Agent.

      sudo mkdir -m 755 -p /<newPath>
      

    To change the location of the Agent configuration backup:

    1. Open the Agent configuration file in your preferred text editor.

    2. Change the mmsConfigBackup setting to the new path for the configuration backup file.

      mmsConfigBackup=/<newPath>/mms-cluster-config-backup.json
      
    3. Save the Agent configuration file.

    4. Move the configuration backup file to the new directory.

      sudo mv /var/lib/mongodb-mms-automation/mms-cluster-config-backup.json /<newPath>
      
    11

    Assign permissions to the system user that runs the MongoDB Agent.

    Run the following commands:

    # Create mongodb user and group if they do not exist
    
    if ! sudo /usr/bin/id -g mongodb &>/dev/null; then
      sudo /usr/sbin/groupadd -r mongodb
    fi
    
    # Create mongodb user if they do not exist and assign
    # them to the mongodb group
    
    if ! sudo /usr/bin/id mongodb &>/dev/null; then
      sudo /usr/sbin/useradd -M -r -g mongodb \
        -d /var/lib/mongo -s /bin/false \
        -c mongodb mongodb > /dev/null 2>&1
    fi
    
    # Grant the mongodb:mongodb user and group permissions
    # to manage deployments.
    
    sudo chown mongodb:mongodb /var/lib/mongodb-mms-automation
    sudo chown mongodb:mongodb /var/log/mongodb-mms-automation
    sudo chown mongodb:mongodb /data
    
    12

    Start the MongoDB Agent.

    From the directory in which you installed the MongoDB Agent and as the system user you created in the last step, issue the following command:

    nohup ./mongodb-mms-automation-agent \
      --config=local.config \
      >> /var/log/mongodb-mms-automation/automation-agent-fatal.log 2>&1 &
    
    13

    Verify that the MongoDB Agent is running.

    In the Install Agent Instructions modal, wait for each deployment to show Verified in the Install the MongoDB Agent step.

    Important

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

    Click Next.

    14

    Finish the installation of the MongoDB Agent.

    In the Install Agent Instructions modal, click Done.

    15

    Repeat the installation procedure for each MongoDB host.

    Next Steps

    After the MongoDB Agent update completes:

    • If Automation did not previously manage your Monitoring and/or Backup Agents, activate Backup and/or Monitoring on your MongoDB deployment.
    • If Automation did previously manage your Monitoring and/or Backup Agents, they are now activated. To verify that they are activated, click Deployment arrow right icon Servers.
    • If you want to activate Automation, add a deployment to your MongoDB project.
    • Stop and remove the legacy Monitoring Agent.
    • Stop and remove the legacy Backup Agent.