Backup Process

1. Prepare the AWS Environment

1. Create an S3 Bucket:
   • Log in to the AWS Console.
   • Navigate to S3 > Create bucket and follow the wizard.
   • Note the bucket name and region.
2. Set Up Permissions:
   • Assign permissions to the bucket using an AWS IAM Role or User.
   • Attach a custom policy for necessary actions:

{ “Version”: “2012-10-17”, “Statement”: [ { “Effect”: “Allow”, “Action”: [ “s3:PutObject”, “s3:GetObject”, “s3:DeleteObject”, “s3:ListBucket” ], “Resource”: [ “arn:aws:s3:::your-bucket-name”, “arn:aws:s3:::your-bucket-name/*” ] } ] }

1. Obtain AWS Credentials:
   • If using an IAM User, generate the Access Key ID and Secret Access Key.

2. Configure Ops Manager

1. Access Ops Manager:
   • Log in to your Ops Manager instance.
2. Add the AWS S3 Blockstore:
   • Navigate to Admin > Backup > Blockstore Settings.
   • Click Add a Blockstore and select Amazon S3.
   • Enter the following:
     • S3 Bucket Name.
     • Bucket Region.
     • Path (if applicable).
     • Access Key ID and Secret Access Key.
   • Test the connection to ensure Ops Manager can access the bucket.
3. Configure Backup Daemons:
   • Verify that the Backup Daemons are running on their designated servers.
   • Assign the S3 blockstore to these daemons.
4. Set Snapshot Schedule:
   • For each MongoDB deployment to be backed up:
     • Enable Backup under Deployment > Backup.
     • Configure the snapshot schedule.

3. Verify Backups

• Monitor the Backup Jobs under Backup > Jobs in Ops Manager.
• Check the S3 bucket for uploaded snapshots.

Restore Process

1. Identify the Snapshot

• In Ops Manager:
  • Navigate to Backup > Snapshots.
  • Locate the snapshot you want to restore.
  • Note the Snapshot ID and details.

2. Initiate the Restore

1. Select Restore Option:
   • Choose between:
     • Point-in-time Restore: To restore to a specific timestamp.
     • Snapshot Restore: To restore a specific snapshot.
2. Configure Restore Target:
   • Select whether to restore to the original deployment or a new one.
   • Provide the target cluster or host details.
3. Start the Restore:
   • Ops Manager will retrieve the snapshot from S3 and initiate the restoration.

3. Verify the Restoration

• Monitor the Restore Jobs under Backup > Jobs in Ops Manager.
• Test the restored deployment to ensure data integrity and consistency.

Best Practices

1. Encryption: Enable S3 bucket encryption (AWS KMS or S3-managed keys) to secure data.
2. Versioning: Turn on bucket versioning for extra protection.
3. Monitoring: Use AWS CloudWatch for bucket activity and Ops Manager logs for backup/restore status.
4. Test Restores Regularly: Validate the process by performing periodic test restores to ensure readiness for disaster recovery.

These steps outline a robust process for backup and restore using MongoDB Ops Manager and AWS S3.