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    <title>MongoDB Jira</title>
    <link>https://jira.mongodb.org</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>9.7.1</version>
        <build-number>970001</build-number>
        <build-date>13-04-2023</build-date>
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<item>
            <title>[DOCS-11471] 4.0 Upgrade/Downgrade docs</title>
                <link>https://jira.mongodb.org/browse/DOCS-11471</link>
                <project id="10380" key="DOCS">Documentation</project>
                    <description>&lt;h2&gt;&lt;a name=&quot;Description&quot;&gt;&lt;/a&gt;Description&lt;/h2&gt;

&lt;p&gt;We need a v4.0 upgrade/downgrade page for standalone/repl/sharded clusters&lt;/p&gt;

&lt;h2&gt;&lt;a name=&quot;Scopeofchanges%28filesthatneedworkandhowmuch%29&quot;&gt;&lt;/a&gt;Scope of changes (files that need work and how much)&lt;/h2&gt;
&lt;h3&gt;&lt;a name=&quot;Upgrade%28%2F%29&quot;&gt;&lt;/a&gt;Upgrade  &lt;img class=&quot;emoticon&quot; src=&quot;https://jira.mongodb.org/images/icons/emoticons/check.png&quot; height=&quot;16&quot; width=&quot;16&quot; align=&quot;absmiddle&quot; alt=&quot;&quot; border=&quot;0&quot;/&gt;&lt;/h3&gt;
&lt;h4&gt;&lt;a name=&quot;Prereq&quot;&gt;&lt;/a&gt;Prereq&lt;/h4&gt;
&lt;ul&gt;
	&lt;li&gt;Upgrade only from 3.6-&amp;gt; 4.0.&lt;/li&gt;
	&lt;li&gt;If master-slave repl, convert to repl before upgrade since master-slave is gone.&lt;/li&gt;
	&lt;li&gt;Before upgrading to MongoDB 4.0, you must upgrade to pv1.&lt;/li&gt;
&lt;/ul&gt;


&lt;ul&gt;
	&lt;li&gt;If using MongoDB-CR, upgrade to SCRAM before upgrade.&lt;/li&gt;
	&lt;li&gt;auth mechanism &#8211; scram-sha-256 only for 4.0&lt;/li&gt;
	&lt;li&gt;Any driver dependencies?&lt;/li&gt;
&lt;/ul&gt;


&lt;h4&gt;&lt;a name=&quot;gotchas%28%2F%29DOCS11532&quot;&gt;&lt;/a&gt;gotchas &lt;img class=&quot;emoticon&quot; src=&quot;https://jira.mongodb.org/images/icons/emoticons/check.png&quot; height=&quot;16&quot; width=&quot;16&quot; align=&quot;absmiddle&quot; alt=&quot;&quot; border=&quot;0&quot;/&gt; &lt;a href=&quot;https://jira.mongodb.org/browse/DOCS-11532&quot; title=&quot;Docs for SERVER-30005: remove $isolated/$atomic option&quot; class=&quot;issue-link&quot; data-issue-key=&quot;DOCS-11532&quot;&gt;&lt;del&gt;DOCS-11532&lt;/del&gt;&lt;/a&gt;&lt;/h4&gt;

&lt;p&gt;$isolated/$atomic has already been marked as deprecated, so now it can be marked as removed altogether. The one caveat worth mentioning is the upgrade/downgrade scenario since it&apos;s possible to create a partial index with $isolated in 3.4 and allowed to parse in 3.6. The following sequence of steps would crash a mongod on startup:&lt;/p&gt;

&lt;p&gt;1. Create partial index with $isolated in 3.4&lt;br/&gt;
 2. Upgrade to 3.6, everything works fine.&lt;br/&gt;
 3. Upgrade to 4.0, mongod will fail to start since it doesn&apos;t recognize the $isolated option persisted to disk.&lt;/p&gt;

&lt;p&gt;Let me know if that makes sense and feel free to follow up if it doesn&apos;t!&lt;/p&gt;

&lt;h3&gt;&lt;a name=&quot;FCV4.0%28%2F%29&quot;&gt;&lt;/a&gt;FCV 4.0 &lt;img class=&quot;emoticon&quot; src=&quot;https://jira.mongodb.org/images/icons/emoticons/check.png&quot; height=&quot;16&quot; width=&quot;16&quot; align=&quot;absmiddle&quot; alt=&quot;&quot; border=&quot;0&quot;/&gt;&lt;/h3&gt;
&lt;ul&gt;
	&lt;li&gt;scram-sha-256&lt;/li&gt;
	&lt;li&gt;$convert (and its helpers), the &apos;format&apos; option to $dateFromString, etc.&lt;/li&gt;
	&lt;li&gt;transactions&lt;/li&gt;
	&lt;li&gt;generate and store database versions in config.databases on setFCV=4.0&lt;/li&gt;
&lt;/ul&gt;


&lt;h3&gt;&lt;a name=&quot;Downgrade%28%2F%29&quot;&gt;&lt;/a&gt;Downgrade &lt;img class=&quot;emoticon&quot; src=&quot;https://jira.mongodb.org/images/icons/emoticons/check.png&quot; height=&quot;16&quot; width=&quot;16&quot; align=&quot;absmiddle&quot; alt=&quot;&quot; border=&quot;0&quot;/&gt;&lt;/h3&gt;

&lt;h4&gt;&lt;a name=&quot;Prereq&quot;&gt;&lt;/a&gt;Prereq&lt;/h4&gt;
&lt;ul&gt;
	&lt;li&gt;Stored fcv4.0 features (scram-sha-256 credentials, views with agg convert operators) &lt;a href=&quot;https://jira.mongodb.org/browse/DOCS-11382&quot; title=&quot;Docs for SERVER-33174: Upgrade/downgrade support for new type conversion aggregation expressions&quot; class=&quot;issue-link&quot; data-issue-key=&quot;DOCS-11382&quot;&gt;&lt;del&gt;DOCS-11382&lt;/del&gt;&lt;/a&gt;&lt;/li&gt;
	&lt;li&gt;FCV -&amp;gt; 3.6&lt;br/&gt;
*&lt;/li&gt;
&lt;/ul&gt;


&lt;h2&gt;&lt;a name=&quot;Impacttootherdocsoutsideofthisproduct&quot;&gt;&lt;/a&gt;Impact to other docs outside of this product&lt;/h2&gt;

&lt;p&gt;None &#8211; OpsMgr 4.0 should have its own separate Upgrade ticket.&lt;/p&gt;
&lt;h2&gt;&lt;a name=&quot;MVP%28workanddate%3F%29&quot;&gt;&lt;/a&gt;MVP (work and date?)&lt;/h2&gt;
&lt;h2&gt;&lt;a name=&quot;Resources%28e.g.ScopeDocs%2CInvision%29&quot;&gt;&lt;/a&gt;Resources (e.g. Scope Docs, Invision)&lt;/h2&gt;
&lt;h3&gt;&lt;a name=&quot;EngineeringTicketDescription%3A&quot;&gt;&lt;/a&gt;Engineering Ticket Description:&lt;/h3&gt;

&lt;p&gt;In order to facilitate the development of 4.0-specific features, a 4.0 value should be added to the featureCompatibility &lt;a href=&quot;https://github.com/mongodb/mongo/blob/d8d2f422d0f072f30a08bd4b1bfc567be0899ce7/src/mongo/db/server_options.h#L180-L186&quot; class=&quot;external-link&quot; target=&quot;_blank&quot; rel=&quot;nofollow noopener&quot;&gt;enum&lt;/a&gt; and also should be an accepted input to the setFeatureCompatibilityVersion command. Transitions from 3.4 to 4.0 should be explicitly prohibited, as all 3.4-specific code will be removed as part of this project.&lt;/p&gt;</description>
                <environment></environment>
        <key id="514268">DOCS-11471</key>
            <summary>4.0 Upgrade/Downgrade docs</summary>
                <type id="3" iconUrl="https://jira.mongodb.org/secure/viewavatar?size=xsmall&amp;avatarId=14718&amp;avatarType=issuetype">Task</type>
                                            <priority id="3" iconUrl="https://jira.mongodb.org/images/icons/priorities/major.svg">Major - P3</priority>
                        <status id="6" iconUrl="https://jira.mongodb.org/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="success"/>
                                    <resolution id="13201">Fixed</resolution>
                                        <assignee username="kay.kim@mongodb.com">Kay Kim</assignee>
                                    <reporter username="kay.kim@mongodb.com">Kay Kim</reporter>
                        <labels>
                    </labels>
                <created>Wed, 21 Mar 2018 00:45:17 +0000</created>
                <updated>Sun, 29 Oct 2023 13:58:10 +0000</updated>
                            <resolved>Wed, 23 May 2018 17:51:26 +0000</resolved>
                                                    <fixVersion>3.7.2</fixVersion>
                                    <component>manual</component>
                        <due></due>
                            <votes>0</votes>
                                    <watches>1</watches>
                                                                                                                <comments>
                            <comment id="1899794" author="xgen-internal-githook" created="Wed, 23 May 2018 17:49:26 +0000"  >&lt;p&gt;Author:&lt;/p&gt;
{&apos;username&apos;: &apos;kay-kim&apos;, &apos;name&apos;: &apos;kay&apos;, &apos;email&apos;: &apos;kay.kim@10gen.com&apos;}
&lt;p&gt;Message: &lt;a href=&quot;https://jira.mongodb.org/browse/DOCS-11471&quot; title=&quot;4.0 Upgrade/Downgrade docs&quot; class=&quot;issue-link&quot; data-issue-key=&quot;DOCS-11471&quot;&gt;&lt;del&gt;DOCS-11471&lt;/del&gt;&lt;/a&gt;: 4.0 downgrade&lt;br/&gt;
Branch: master&lt;br/&gt;
&lt;a href=&quot;https://github.com/mongodb/docs/commit/e2bd3717212afb980d03a88414f33eb165926391&quot; class=&quot;external-link&quot; target=&quot;_blank&quot; rel=&quot;nofollow noopener&quot;&gt;https://github.com/mongodb/docs/commit/e2bd3717212afb980d03a88414f33eb165926391&lt;/a&gt;&lt;/p&gt;</comment>
                            <comment id="1898194" author="xgen-internal-githook" created="Tue, 22 May 2018 14:30:32 +0000"  >&lt;p&gt;Author:&lt;/p&gt;
{&apos;username&apos;: &apos;kay-kim&apos;, &apos;name&apos;: &apos;kay&apos;, &apos;email&apos;: &apos;kay.kim@10gen.com&apos;}
&lt;p&gt;Message: &lt;a href=&quot;https://jira.mongodb.org/browse/DOCS-11471&quot; title=&quot;4.0 Upgrade/Downgrade docs&quot; class=&quot;issue-link&quot; data-issue-key=&quot;DOCS-11471&quot;&gt;&lt;del&gt;DOCS-11471&lt;/del&gt;&lt;/a&gt;: upgrade/downgrade&lt;br/&gt;
Branch: master&lt;br/&gt;
&lt;a href=&quot;https://github.com/mongodb/docs/commit/64911296d079f85ea0fee02b2b1f137749021699&quot; class=&quot;external-link&quot; target=&quot;_blank&quot; rel=&quot;nofollow noopener&quot;&gt;https://github.com/mongodb/docs/commit/64911296d079f85ea0fee02b2b1f137749021699&lt;/a&gt;&lt;/p&gt;</comment>
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                <issuelinks>
                            <issuelinktype id="10320">
                    <name>Documented</name>
                                            <outwardlinks description="documents">
                                        <issuelink>
            <issuekey id="474425">SERVER-32412</issuekey>
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            <issuekey id="482363">DOCS-11199</issuekey>
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