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Showing content from https://www.mongodb.com/docs/manual/tutorial/upgrade-keyfile-to-x509/ below:

Upgrade Self-Managed MongoDB from Keyfile Authentication to X.509 Authentication - Database Manual

To upgrade clusters that are currently using keyfile authentication to X.509 authentication, use the following rolling upgrade processes.

Note

MongoDB disables support for TLS 1.0 encryption on systems where TLS 1.1+ is available.

Note

MongoDB provides net.tls settings (and --tls command-line options) that correspond to the net.ssl settings (and --ssl command-line options). The new tls settings provide identical functionality as the ssl settings since MongoDB has always supported TLS 1.0 and later.

The procedures in this section use the tls settings/options. For procedures using the ssl settings/options, see Upgrade Procedures (Using ssl Options).

For clusters using TLS/SSL and keyfile authentication, to upgrade to X.509 cluster authentication, use the following rolling upgrade process:

  1. For each member of a cluster, add the following settings to the configuration file and restart:

    Include other TLS/SSL options and any other options as appropriate for your specific configuration.

    For example:

    net:   tls:      mode: requireTLS      certificateKeyFile: /etc/ssl/mongodb.pem      CAFile: /etc/ssl/caToValidateReceivedCertificates.pem      clusterFile: "/etc/ssl/myReplMembershipCertificateKeyFile.pem"security:   clusterAuthMode: sendKeyFile   keyFile: /my/securely/located/membershipkeyreplication:   replSetName: myReplicaSetnet:   bindIp: localhost,mongodb0.example.net   port: 27017systemLog:   destination: file   path: "/var/log/mongodb/mongod.log"   logAppend: truestorage:   dbPath: "/var/lib/mongodb"processManagement:   fork: true

    Update all nodes of the cluster to include the security.clusterAuthMode and net.tls.clusterFile settings before continuing.

  2. Connect to each node and use the setParameter command to update the clusterAuthMode to sendX509. [1]

    db.adminCommand( { setParameter: 1, clusterAuthMode: "sendX509" } )

    With sendX509, each node sends its net.tls.clusterFile to authenticate itself as a member. However, each node can receive either a keyfile or an X.509 certificate from other members to authenticate those members.

    Upgrade all nodes of the cluster to this setting before continuing.

  3. Optional but recommended. Finally, for each node of the cluster, connect to the node and use the setParameter command to update the clusterAuthMode to x509 to only use the X.509 certificate for authentication. [1]

    db.adminCommand( { setParameter: 1, clusterAuthMode: "x509" } )
  4. After the upgrade of all nodes, edit the configuration file with the appropriate X.509 settings to ensure that upon subsequent restarts, the cluster uses X.509 authentication. For example:

    net:   tls:      mode: requireTLS      certificateKeyFile: /etc/ssl/mongodb.pem      CAFile: /etc/ssl/caToValidateReceivedCertificates.pem      clusterFile: "/etc/ssl/myReplMembershipCertificateKeyFile.pem"security.clusterAuthMode: x509replication:   replSetName: myReplicaSetnet:   bindIp: localhost,mongodb0.example.net   port: 27017systemLog:   destination: file   path: "/var/log/mongodb/mongod.log"   logAppend: truestorage:   dbPath: "/var/lib/mongodb"processManagement:   fork: true

For clusters using keyfile authentication but not TLS/SSL, to upgrade to X.509 membership authentication and TLS/SSL connections:

  1. For each member of a cluster, add the following settings to the configuration file and restart:

    Include other TLS/SSL options and any other options as appropriate for your specific configuration.

    For example:

    net:   tls:      mode: allowTLS      certificateKeyFile: /etc/ssl/mongodb.pem      clusterFile: "/etc/ssl/myReplMembershipCertificateKeyFile.pem"      CAFile: /etc/ssl/caToValidateReceivedCertificates.pemsecurity:   clusterAuthMode: sendKeyFile   keyFile: /my/securely/located/membershipkeyreplication:   replSetName: myReplicaSetnet:   bindIp: localhost,mongodb0.example.net   port: 27017systemLog:   destination: file   path: "/var/log/mongodb/mongod.log"   logAppend: truestorage:   dbPath: "/var/lib/mongodb"processManagement:   fork: true

    Upgrade all nodes of the cluster to include net.tls.mode, net.tls.certificateKeyFile, net.tls.clusterFile, and security.clusterAuthMode.

  2. Connect to each node and use the setParameter command [1] to:

    1. Update the tlsMode to preferSSL. With the tlsMode set to preferTLS, the node accepts both TLS/SSL and non-TLS/non-SSL incoming connections, and its outgoing connections use TLS/SSL.

    2. Update the clusterAuthMode to sendX509. With the clusterAuthMode set to sendX509, each node sends its net.tls.clusterFile to authenticate itself as a member. However, each node continues to accept either a keyfile or an X.509 certificate from other members to authenticate those members.

    db.adminCommand( { setParameter: 1, tlsMode: "preferTLS" } );db.adminCommand( { setParameter: 1, clusterAuthMode: "sendX509" } );

    Upgrade all nodes of the cluster to these settings before continuing.

  3. After the upgrade of all nodes, edit the configuration file with the appropriate TLS/SSL and X.509 settings to ensure that upon subsequent restarts, the cluster uses X.509 authentication.

    net:   tls:      mode: preferTLS      certificateKeyFile: /etc/ssl/mongodb.pem      clusterFile: "/etc/ssl/myReplMembershipCertificateKeyFile.pem"      CAFile: /etc/ssl/caToValidateReceivedCertificates.pemsecurity:   clusterAuthMode: sendX509replication:   replSetName: myReplicaSetnet:   bindIp: localhost,mongodb0.example.net   port: 27017systemLog:   destination: file   path: "/var/log/mongodb/mongod.log"   logAppend: truestorage:   dbPath: "/var/lib/mongodb"processManagement:   fork: true
    Note

    At this point,

    To enforce TLS/SSL connections from client applications as well as only accept X.509 for membership authentication, see next step.

  4. Optional but recommended. Update all nodes to use only TLS/SSL connections and only X.509 certificate for membership authentication.

    Update the net.tls.mode to requireTLS and security.clusterAuthMode to x509.

    For example:

    net:   tls:      mode: requireTLS      certificateKeyFile: /etc/ssl/mongodb.pem      clusterFile: "/etc/ssl/myReplMembershipCertificateKeyFile.pem"      CAFile: /etc/ssl/caToValidateReceivedCertificates.pemsecurity:   clusterAuthMode: x509replication:   replSetName: myReplicaSetnet:   bindIp: localhost,mongodb0.example.net   port: 27017systemLog:   destination: file   path: "/var/log/mongodb/mongod.log"   logAppend: truestorage:   dbPath: "/var/lib/mongodb"processManagement:   fork: true
Note

MongoDB provides net.tls settings (and --tls command-line options) that correspond to the net.ssl settings (and --ssl command-line options). The new tls settings provide identical functionality as the ssl settings since MongoDB has always supported TLS 1.0 and later.

The procedures in this section use the ssl options. For procedures using the tls options, see Upgrade Procedures (Using tls Options).

For clusters using TLS/SSL and keyfile authentication, to upgrade to X.509 cluster authentication, use the following rolling upgrade process:

  1. For each node of a cluster, start the node with the option --clusterAuthMode set to sendKeyFile and the option --sslClusterFile set to the appropriate path of the node's certificate. Include other TLS/SSL options as well as any other options that are required for your specific configuration. For example:

    mongod --replSet <name> --sslMode requireSSL --clusterAuthMode sendKeyFile --sslClusterFile <path to membership certificate and key PEM file> --sslPEMKeyFile <path to TLS/SSL Certificate and key PEM file>  --sslCAFile <path to root CA PEM file> --bind_ip localhost,<hostname(s)|ip address(es)>

    With this setting, each node continues to use its keyfile to authenticate itself as a member. However, each node can now accept either a keyfile or an X.509 certificate from other members to authenticate those members. Upgrade all nodes of the cluster to this setting.

  2. Then, for each node of a cluster, connect to the node and use the setParameter command to update the clusterAuthMode to sendX509. [1] For example,

    db.adminCommand( { setParameter: 1, clusterAuthMode: "sendX509" } )

    With this setting, each node uses its X.509 certificate, specified with the --sslClusterFile option in the previous step, to authenticate itself as a member. However, each node continues to accept either a keyfile or an X.509 certificate from other members to authenticate those members. Upgrade all nodes of the cluster to this setting.

  3. Optional but recommended. Finally, for each node of the cluster, connect to the node and use the setParameter command to update the clusterAuthMode to x509 to only use the X.509 certificate for authentication. [1] For example:

    db.adminCommand( { setParameter: 1, clusterAuthMode: "x509" } )
  4. After the upgrade of all nodes, edit the configuration file with the appropriate X.509 settings to ensure that upon subsequent restarts, the cluster uses X.509 authentication.

See --clusterAuthMode for the various modes and their descriptions.

For clusters using keyfile authentication but not TLS/SSL, to upgrade to X.509 authentication, use the following rolling upgrade process:

  1. For each node of a cluster, start the node with the option --sslMode set to allowSSL, the option --clusterAuthMode set to sendKeyFile and the option --sslClusterFile set to the appropriate path of the node's certificate. Include other TLS/SSL options as well as any other options that are required for your specific configuration. For example:

    mongod --replSet <name> --sslMode allowSSL --clusterAuthMode sendKeyFile --sslClusterFile <path to membership certificate and key PEM file> --sslPEMKeyFile <path to TLS/SSL certificate and key PEM file> --sslCAFile <path to root CA PEM file> --bind_ip localhost,<hostname(s)|ip address(es)>

    The --sslMode allowSSL setting allows the node to accept both TLS/SSL and non-TLS/non-SSL incoming connections. The node's outgoing connections do not use TLS/SSL.

    The --clusterAuthMode sendKeyFile setting allows each node continues to use its keyfile to authenticate itself as a member. However, each node can now accept either a keyfile or an X.509 certificate from other members to authenticate those members.

    Upgrade all nodes of the cluster to these settings.

  2. Then, for each node of a cluster, connect to the node and use the setParameter command to update the sslMode to preferSSL and the clusterAuthMode to sendX509. [1] For example:

    db.adminCommand( { setParameter: 1, sslMode: "preferSSL", clusterAuthMode: "sendX509" } )

    With the sslMode set to preferSSL, the node accepts both TLS/SSL and non-TLS/non-SSL incoming connections, and its outgoing connections use TLS/SSL.

    With the clusterAuthMode set to sendX509, each node uses its X.509 certificate, specified with the --sslClusterFile option in the previous step, to authenticate itself as a member. However, each node continues to accept either a keyfile or an X.509 certificate from other members to authenticate those members.

    Upgrade all nodes of the cluster to these settings.

  3. Optional but recommended. Finally, for each node of the cluster, connect to the node and use the setParameter command to update the sslMode to requireSSL and the clusterAuthMode to x509. [1] For example:

    db.adminCommand( { setParameter: 1, sslMode: "requireSSL", clusterAuthMode: "x509" } )

    With the sslMode set to requireSSL, the node only uses TLS/SSLs connections.

    With the clusterAuthMode set to x509, the node only uses the X.509 certificate for authentication.

  4. After the upgrade of all nodes, edit the configuration file with the appropriate TLS/SSL and X.509 settings to ensure that upon subsequent restarts, the cluster uses X.509 authentication.

See --clusterAuthMode for the various modes and their descriptions.


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