How To: Connect to a user-managed MongoDB with Robo 3T

[JohnGD]

How To: Connect to a User-Managed MongoDB with Robo 3T

This KB provides you with steps on connecting to a User-Managed MongoDB using Robo 3T.
 

Prerequisites

• Alteryx Server
  • All
• Robo 3T
• Alteryx Server Administrator privileges 

Procedure - AlteryxGallery Database

Open Robo 3T > File > Connect > Create

• Connection tab
  • Select the appropiate Type that matches your MongoDB environment
  • Set Name to 'AlteryxGallery'
  • If Type is configured as 'Direct Connection':
    • Set Address as the MongoDB server host name, for example, 'localhost'
    • Set the Port number. By default, user-managed MongoDB instances use port 27017.

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• If Type is configured as 'Replica Set':
  • Add the Members found under:
    • Alteryx System Settings > Controller > Persistence > Database > Host
    • Alteryx System Settings > Controller > Persistence > Database > MongoDB Connection if you have 'Advanced User-Managed MongoDB' selected
  • Add the Set Name where applicable

idea Skyscrapers

• Authentication tab
  • Enable 'Perform authentication'
  • Set Database to 'AlteryxGallery'
  • Set User Name and Password used in the existing MongoDB connection
• Set Auth Mechanism to 'SCRAM-SHA-1'
• Select Test to ensure the connection is successful
• Select Save

idea Skyscrapers

• Select the MongoDB Connection, then select Connect, to open it in Robo 3T.

Procedure - AlteryxGallery_Lucene Database

Perform the same steps as previously but replace any mention of the 'AlteryxGallery' database with 'AlteryxGallery_Lucene'.

Procedure - AlteryxService Database

Perform the same steps as previously but replace any mention of the 'AlteryxGallery' database with 'AlteryxService'.