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As the connection will be an application that interfaces with MongoDB, you will need certain information about the MongoDB cluster and database. If you are not connecting to an existing MongoDB database, you can register at MongoDB and create either a free or paid cluster.

MongoDB User Creation and Authorization Steps

These steps will show how to:

  • Log into an existing account or create a new user account at MongoDB
  • Create a cluster
  • Configure access to the cluster for any location or only from specific IP addresses
  • Create a cluster username and password
  • Retrieve the cluster host name
  • Either load sample data or create a new database and collection

At the MongoDB website, create a user account following these steps:

  1. If you already have an account at MongoDB, log in to the account. Otherwise, you can register and create a new account at MongoDB Atlas Sign Up:

    MongoDB Atlas Configuration

  2. Dismiss the opening overlay to show the Create New Cluster page and select a Cloud Provider & Region:

    MongoDB Atlas Configuration

  3. Scroll down the page to specify the Cluster Name or to accept the default value. Click the Create Cluster button to start the cluster creation:

    MongoDB Atlas Configuration

  4. When the creation of the cluster is completed, the cluster view will be displayed. Note the location of the Connect and Collections buttons and the Network Access menu item (in the left sidebar menu, Security section):

    MongoDB Atlas Configuration

  5. Access to the cluster can be secured either by allowing access from anywhere or by whitelisting IP addresses:

    • Access from anywhere: To set access to the cluster from anywhere, click the Network Access menu item (in the left sidebar menu, Security section). The IP Whitelist tab displays:

      MongoDB Atlas Configuration

      Click the Add IP Address button to open the Add Whitelist Entry dialog:

      MongoDB Atlas Configuration

      Click the Allow Access From Anywhere button to add an entry of and then click the Confirm button.

      NOTE: This method is recommended for configuring the IP address, as the MongoDB cluster can then be accessed from any Jitterbit Harmony agent.

    • Access using whitelisted IP addresses: To set access to the cluster using whitelisted IP addresses, from the cluster view, once the cluster creation has finished, click the Connect button to display the configuration settings:

      MongoDB Atlas Configuration

      To whitelist IP addresses, click the Add a Different IP Address button, and enter IP addresses. Jitterbit Harmony Cloud Agents IP addresses are available at Whitelist Information.

      Click the Add IP Address button.

  6. To specify the MongoDB User that will connect to the cluster from Jitterbit using the connector, from the cluster view, click the Connect button to display the configuration settings:

    MongoDB Atlas Configuration

    Enter a username and password and click the Create MongoDB User button to create the atlasAdmin user:

    MongoDB Atlas Configuration

    NOTE: Retain this username and password as it will be required when creating the MongoDB connection in Jitterbit Harmony Cloud Studio.

  7. To retrieve the host name of your cluster, click Choose a connection method:

    1. In the Choose a connection method dialog, click Connect Your Application:

      MongoDB Atlas Configuration

    2. Click Connect Your Application to display a connection string:

      MongoDB Atlas Configuration

      As we are opening this dialog only to obtain the hostname of the cluster, you do not need to set a driver version. In this example, the connection string is:


      The host name in this example is Retain this information for creating the MongoDB connection in Cloud Studio.

  8. To add data to the new cluster, from the cluster view, click on the Collections button to see an overlay. Choose either the Load a Sample Dataset option or the Add my own data option:

    MongoDB Atlas Configuration

    • Load a Sample Dataset: If you choose to load the sample dataset, sample data (databases and collections) will be loaded into the cluster:

      MongoDB Atlas Configuration

    • Add my own data: If you choose to add your own data, a window will open to allow specifying the Database and Collection names:

      MongoDB Atlas Configuration

      You can then load data either by using the tools at the MongoDB website or by using the Jitterbit Harmony MongoDB connector to provide it after configuring a MongoDB activity.

    NOTE: Either of these steps will create a database and collection in the cluster. A database and collection are required to use the MongoDB connector, and are specified during the configuration of a MongoDB connection and its activities, respectively.


Retain all usernames and passwords created during these steps, and in particular have available for creating the MongoDB connection these items for the newly-created cluster:

  • Cluster username
  • Cluster password
  • Cluster host
  • Cluster database

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Last updated:  Jul 29, 2019

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