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Customer Success

MongoDB Launch Success Checklist

Congratulations on the progress you’ve made on your project with MongoDB! Before you know it, you’ll be ready to launch.
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  • IT Executive (CIO, CTO, VP Engineering, etc.)
  • Business Executive (CEO, COO, CMO, etc.)
  • Architect
  • Business Development / Alliance Manager
  • DBA
  • Technical Operations
  • Director / Development Manager
  • Product / Project Manager
  • Software Developer / Engineer
  • Mobile Developer
  • Business Analyst
  • Data Scientist
  • Student
  • Other
  • United States
  • Afghanistan
  • Åland Islands
  • Albania
  • Algeria
  • American Samoa
  • Andorra
  • Angola
  • Anguilla
  • Antarctica
  • Antigua and Barbuda
  • Argentina
  • Armenia
  • Aruba
  • Australia
  • Austria
  • Azerbaijan
  • Bahamas
  • Bahrain
  • Bangladesh
  • Barbados
  • Belarus
  • Belgium
  • Belize
  • Benin
  • Bermuda
  • Bhutan
  • Bolivia, Plurinational State of
  • Bonaire, Sint Eustatius and Saba
  • Bosnia and Herzegovina
  • Botswana
  • Bouvet Island
  • Brazil
  • British Indian Ocean Territory
  • Brunei Darussalam
  • Bulgaria
  • Burkina Faso
  • Burundi
  • Cambodia
  • Cameroon
  • Canada
  • Cape Verde
  • Cayman Islands
  • Central African Republic
  • Chad
  • Chile
  • China
  • Christmas Island
  • Cocos (Keeling) Islands
  • Colombia
  • Comoros
  • Congo
  • Congo, the Democratic Republic of the
  • Cook Islands
  • Costa Rica
  • Côte d'Ivoire
  • Croatia
  • Curaçao
  • Cyprus
  • Czech Republic
  • Denmark
  • Djibouti
  • Dominica
  • Dominican Republic
  • Ecuador
  • Egypt
  • El Salvador
  • Equatorial Guinea
  • Eritrea
  • Estonia
  • Ethiopia
  • Falkland Islands (Malvinas)
  • Faroe Islands
  • Fiji
  • Finland
  • France
  • French Guiana
  • French Polynesia
  • French Southern Territories
  • Gabon
  • Gambia
  • Georgia
  • Germany
  • Ghana
  • Gibraltar
  • Greece
  • Greenland
  • Grenada
  • Guadeloupe
  • Guam
  • Guatemala
  • Guernsey
  • Guinea
  • Guinea-Bissau
  • Guyana
  • Haiti
  • Heard Island and McDonald Islands
  • Holy See (Vatican City State)
  • Honduras
  • Hong Kong
  • Hungary
  • Iceland
  • India
  • Indonesia
  • Iraq
  • Ireland
  • Isle of Man
  • Israel
  • Italy
  • Jamaica
  • Japan
  • Jersey
  • Jordan
  • Kazakhstan
  • Kenya
  • Kiribati
  • Korea, Republic of
  • Kuwait
  • Kyrgyzstan
  • Lao People's Democratic Republic
  • Latvia
  • Lebanon
  • Lesotho
  • Liberia
  • Libya
  • Liechtenstein
  • Lithuania
  • Luxembourg
  • Macao
  • Macedonia, The Former Yugoslav Republic of
  • Madagascar
  • Malawi
  • Malaysia
  • Maldives
  • Mali
  • Malta
  • Marshall Islands
  • Martinique
  • Mauritania
  • Mauritius
  • Mayotte
  • Mexico
  • Micronesia, Federated States of
  • Moldova, Republic of
  • Monaco
  • Mongolia
  • Montenegro
  • Montserrat
  • Morocco
  • Mozambique
  • Myanmar
  • Namibia
  • Nauru
  • Nepal
  • Netherlands
  • New Caledonia
  • New Zealand
  • Nicaragua
  • Niger
  • Nigeria
  • Niue
  • Norfolk Island
  • Northern Mariana Islands
  • Norway
  • Oman
  • Pakistan
  • Palau
  • Palestinian Territory, Occupied
  • Panama
  • Papua New Guinea
  • Paraguay
  • Peru
  • Philippines
  • Pitcairn
  • Poland
  • Portugal
  • Puerto Rico
  • Qatar
  • Réunion
  • Romania
  • Russian Federation
  • Rwanda
  • Saint Barthélemy
  • Saint Helena, Ascension and Tristan da Cunha
  • Saint Kitts and Nevis
  • Saint Lucia
  • Saint Martin (French part)
  • Saint Pierre and Miquelon
  • Saint Vincent and the Grenadines
  • Samoa
  • San Marino
  • Sao Tome and Principe
  • Saudi Arabia
  • Senegal
  • Serbia
  • Seychelles
  • Sierra Leone
  • Singapore
  • Sint Maarten (Dutch part)
  • Slovakia
  • Slovenia
  • Solomon Islands
  • Somalia
  • South Africa
  • South Georgia and the South Sandwich Islands
  • Spain
  • Sri Lanka
  • Suriname
  • Svalbard and Jan Mayen
  • Swaziland
  • Sweden
  • Switzerland
  • Taiwan
  • Tajikistan
  • Tanzania, United Republic of
  • Thailand
  • Timor-Leste
  • Togo
  • Tokelau
  • Tonga
  • Trinidad and Tobago
  • Tunisia
  • Turkey
  • Turkmenistan
  • Turks and Caicos Islands
  • Tuvalu
  • Uganda
  • Ukraine
  • United Arab Emirates
  • United Kingdom
  • United States Minor Outlying Islands
  • Uruguay
  • Uzbekistan
  • Vanuatu
  • Venezuela, Bolivarian Republic of
  • Viet Nam
  • Virgin Islands, British
  • Virgin Islands, U.S.
  • Wallis and Futuna
  • Western Sahara
  • Yemen
  • Zambia
  • Zimbabwe
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Your Customer Success team has prepared this short checklist of things to consider in anticipation of your launch, with links to helpful documentation. We find that reviewing these items helps make sure you’re prepared for launch and prevents unexpected surprises.

Which MongoDB developer platform are you using?
MongoDB Atlas
Enterprise Advanced

MongoDB Atlas
☐ I know how to submit a support case, and the team has access.

Atlas subscribers can access the support portal through the Atlas user interface.

☐ My drivers are compatible with my clusters.

Be sure to update to the latest version and confirm drivers are compatible with your clusters.

☐ I know my cluster tier/size.

Expecting traffic spikes? You can configure cluster tier ranges that Atlas uses to automatically scale your cluster tier and storage capacity (both up and down) in response to usage.

☐ I’ve created the appropriate indexes for queries.

Create your index and check the Performance Advisor for index recommendations.

☐ There are enough redundancy nodes to account for high availability requirements.

You can deploy a minimum of three redundancy nodes for availability and workload balancing. Is it enough?

☐ I have tested the failover.

A failover test serves as a benchmark for how long to expect a production restore to take.

☐ I have implemented security measures.

MongoDB recommends strong security measures to protect your installation.

☐ Network peering or private endpoint is configured.

Atlas supports network peering connections for dedicated clusters hosted on AWS, Google Cloud, Azure, and on multi-cloud sharded clusters. Atlas also supports private endpoints such as AWS PrivateLink, Azure Private Link, and Google Cloud Private Service Connect.

☐ Your backup policy has been configured.

Backup policy settings vary depending on business and compliance needs. A misaligned policy can result in unanticipated costs. This resource helps you understand how to form a strategy based on your situation.

☐ Alerts are configured.

The optional configure alerts setting can be triggered based on certain conditions, and you choose how to be notified.

☐ Your launch date is scheduled.

T’s are crossed. I’s are dotted. You’re ready for launch.

Atlas Features

Using any of these special Atlas features?

Have you created and tested the appropriate indexes for Search? Here are short tutorials to get you started.

☐ Atlas Data Federation

Have you configured your federated database instance and connected Data Lake? Check out the Data Federation tutorials.

Download checklist

MongoDB Enterprise Advanced
☐ I know how to submit a support case, and the team has access.

Enterprise Advanced users can submit cases and get help through the MongoDB support portal.

☐ I’ve created the appropriate indexes for queries.

Create your index and check the Performance Advisor for index recommendations.

☐ I have reviewed the Production Notes for my MongoDB servers.

Check Production Notes for system configurations that affect MongoDB when running in production.

☐ MongoDB Ops Manager is installed.

Ops Manager can automate, monitor, and back up your MongoDB infrastructure.

☐ Ops Manager is configured for high availability requirements.

You can deploy a minimum of three redundancy nodes for availability and workload balancing. Is it enough?

☐ My drivers are compatible with my clusters.

Be sure to update to the latest version and confirm drivers are compatible with your clusters.

☐ I have configured TLS/SSL for my cluster.

TLS/SSL ensures that MongoDB network traffic is only readable by the intended client.

☐ Clusters can handle reporting or analytic requirements, or periods of high reads/loads.

Ensure your cluster can handle more intensive requirements.

☐ I have tested the failover.

A failover test serves as a benchmark for how long to expect a production restore to take.

☐ I have implemented security measures.

MongoDB recommends strong security measures to protect your installation.

☐ Your backup policy has been configured.

Multiple backup methods are available between Ops Manager and Cloud Manager.

☐ MongoDB alerts are configured.

Be sure to set alerts via Ops Manager or Cloud Manager.

☐ Your launch date is scheduled.

T’s are crossed. I’s are dotted. You’re ready for launch.

Download checklist

Need help ahead of your launch?

Contact Us