Launching a MongoDB Cluster Using Atlas: A Step-by-Step Guide

@Harsh
6 min readSep 18, 2024

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MongoDB Atlas is a fully managed cloud database service that simplifies the process of deploying, managing, and scaling MongoDB clusters. Whether you’re working on a small project or a large enterprise-level application, MongoDB Atlas offers a seamless, scalable solution for your database needs. In this blog, we will explore what MongoDB Atlas is, why it’s beneficial, and a detailed guide on creating and launching a MongoDB cluster using Atlas.

What is MongoDB Atlas?

Manage MongoDB Atlas Deployments with AWS CDK

MongoDB Atlas is the cloud-hosted version of MongoDB, provided as a service. It runs on all major cloud platforms like AWS, Google Cloud, and Microsoft Azure, offering several built-in features like:

  • Automated backups
  • Monitoring tools
  • Scalability
  • Security features like encryption and user authentication

With Atlas, users can focus more on developing their applications rather than managing and maintaining their database infrastructure.

Key Benefits of MongoDB Atlas:

  • Fully Managed Service: No need to worry about server maintenance, patches, or security updates.
  • Scalability: Seamlessly scale your cluster vertically (larger instances) or horizontally (sharding).
  • Global Distribution: Deploy your cluster across multiple regions to ensure low-latency and high availability.
  • Built-in Security: Atlas provides secure default configurations like VPC peering, encryption, and access controls.
  • Comprehensive Monitoring: With integrated monitoring tools, it’s easy to track database performance.

Why Use MongoDB Atlas?

MongoDB Atlas is the ideal solution for both startups and enterprises. Here’s why:

  1. Ease of Setup: You don’t have to worry about manual installation or configuration.
  2. Cross-Cloud Compatibility: Deploy your cluster across multiple cloud platforms.
  3. Automated Scaling: Atlas auto-scales your resources based on traffic, ensuring performance remains optimal without manual intervention.
  4. Backups and Restores: Automated daily backups with easy restore capabilities, ensuring data durability.
  5. Optimized for Performance: Built-in tools for real-time performance monitoring and optimization.

Steps to Create and Launch a MongoDB Cluster Using Atlas

Let’s walk through the process of setting up your MongoDB cluster using MongoDB Atlas.

Step 1: Sign Up and Log In to MongoDB Atlas

  1. Visit the MongoDB Atlas website.
  2. If you’re new, create an account by signing up with your email or an OAuth provider like Google.
  3. Once logged in, you’ll be directed to the Atlas dashboard.

Step 2: Create a New Project

  1. On the Atlas dashboard, click on the “New Project” button.

2. Give your project a name, and add team members if necessary (optional) and Click “Create Project”.

Step 3: Build Your Cluster

Now, you’re ready to build your first MongoDB cluster!

  1. Click on the “Build a Cluster” button.
  2. Choose your Plan.

3. Atlas provides different cluster tiers, ranging from free-tier to advanced plans. The M0 (free tier) cluster is an excellent choice for small projects.

  • Select a higher-tier plan if you need more storage, RAM, or processing power.

4. Choose Cloud Provider and Region:

  • Select your preferred cloud provider (AWS, Google Cloud, or Azure).
  • Choose a region where your cluster will be deployed. Make sure to pick a region close to your application’s users for better performance.

5. Once all settings are configured, click “Create Cluster”. It will take a few minutes for the cluster to be provisioned and deployed.

Step 4: Configure User Details

  • Now that your cluster is live, it’s time to configure access and security.
  1. Add New Database User:
  • Click “Add User”.
  • This User bydefault has all full access to your database and collections.

2. IP Whitelisting:

  • Click “Add My Current IP Address” and this will fetch your IP address. This will allow connections only from the specified IPs.
  • You can also allow access from anywhere using the “0.0.0.0/0” option (not recommended for production environments due to security concerns).
  • Click on Finish and Close.

Step 5: Connect to Your MongoDB Cluster

After configuring your database access, you can connect to the MongoDB cluster.

  1. Go to the “Clusters” tab in the Atlas dashboard and click on “Connect” next to your cluster.
  • Let’s create a database and collection via Atlas interface and then we will connect from our mongo shell.

2. Go to the Overview of your cluster where you will see everything about your cluster that how many shards it has and what is the logical size.

  • For connecting from mongo shell, click on Connect button at the up-right corner.
  • Copy the connection string and paste on your local command prompt. (note: mongosh should be installed)

Step 6: Load a Data

  • Insert some data from shell and check on the Atlas interface.

Step 7: Monitor and Scale Your Cluster

Once your cluster is up and running, you can monitor its performance using the built-in monitoring tools in Atlas. Navigate to the “Metrics” tab to view:

  • CPU usage
  • Disk I/O
  • Memory consumption
  • Database operations

If your cluster is under heavy load or nearing resource limits, you can easily scale it by upgrading the cluster tier or adding additional nodes.

Conclusion

MongoDB Atlas is a powerful, fully managed service that simplifies the process of deploying and managing MongoDB clusters. With built-in tools for scaling, monitoring, security, and backups, Atlas helps ensure that your database infrastructure is both efficient and scalable. By following this guide, you can easily set up your MongoDB cluster on Atlas and begin developing your applications with confidence.

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