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- Welcome to Panoply Documentation
- Getting Started
- Manage Data
- Data Security
- BI and ETL Tools
- Connectors Documents
- Connectors Introduction
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- Flex Connector
- Flex Connector Setup Guide
- Flex Connector Advanced Settings
- Flex Connector Authorization
- Flex Connector Variables
- Flex Connector Pagination
- Flex Connector Refresh Access Token
- Flex Connector Fetch List
- Flex Connector Async API
- Flex Connector Release Notes
- Flex Connector Templates
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- Database/File Systems
- Data Recipes
- Release Notes
- September 2024 Release Notes
- August 2024 Release Notes
- July 2024 Release Notes
- June 2024 Release Notes
- May 2024 Release Notes
- April 2024 Release Notes
- March 2024 Release Notes
- February 2024 Release Notes
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- December 2022 Release Notes
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- December 2021 Release Notes
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- November 2020 Release Notes
- October 2020 Release Notes Supplemental
- October 2020 Release Notes
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- Platform FAQs
MongoDB Setup Guide
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Before you start
- Note the name, the host, and the port of the Mongo database.
- Note the username and password for the user connecting to the database.
- Note: MongoDB stores documents in collections. Collections are analogous to tables in relational databases.
SRV:
Panoply supports MongoDB Atlas connections that use SRV. MongoDB describes SRV here:. In technical terms, the use of SRV eliminates the requirement for every client to pass in a complete set of state information for the cluster. Instead, a single SRV record identifies all the nodes associated with the cluster (and their port numbers) and an associated TXT record defines the options for the URI.
- If necessary, whitelist Panoply.
- Mongo databases with production data are typically not publicly available. To allow Panoply to access your data, see Whitelisting.
- Click Data Sources in the navigation menu.
- Click the Add Data Source button.
- Search for MongoDB and select it.
- Enter the credentials to connect toMongoDB. If you're not sure what your connection details are, contact your administrator. To find the information on the hostname, ask your administrator or see Host Info in the documentation.
- Host Address - The URL of the database or the IP address of the host server.
- URL example:
your.server.com
- IP example:
123.45.67.89
- URL example:
- Mongo allows you to specify more than one host by separating them with commas. When the port is provided in the host, it will be used, otherwise the value from the port parameter will be used. For example, if the host is
a.b.com,d.e.net:1234,f.g.uk
port=27017
, the connection string will eventually be formed asa.b.com:27017,d.e.net:1234,f.g.uk:27017
. - Port - The port number of the server. This is
27017
for most connections. - Users can specify to which node (primary or secondary) to connect by adding the suffix
/?readPreference=secondary
to the host address in the Mongo source configuration. See the Mongo documentation. - To connect using SSL instead:
- Enter your Client Certificate
- Enter your Client Key
- Enter your SSL Certificate
- Host Address - The URL of the database or the IP address of the host server.
- Enter your MongoDB username and password. This user must have permission to access the data in the collections to be used. If the permissions are not in place, some of the data will not be available.
- Each user must be granted a role. The role determines the user’s access to database resources and operations.
- A user can have multiple roles.
- The user must have at least the Read client role.
- The user need the following rights assigned to their role:
find
listCollections
ListDatabases
- (Optional) Enter your Auth Source and Replica Set.
- Select the MongoDB database to collect the data from. This will load the collections (tables and views) that the user has permissions to access.
Note:
This may take time to load.
9. Select one or more collections (tables or views).
- Click Save Changes and then Collect.
- The data source appears grayed out while the collection runs.
- You may add additional data sources while this collection runs.
- You can monitor this collection from the Jobs page or the Data Sources page.
- After a successful collection, navigate to the Tables page to review the data results.
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