How to Set Up MongoDB Cluster in the Cloud for Free?

As a current database, MongoDB was created with the cloud in mind and now has capabilities built-in to support preserving high availability and simple scalability through dispersed workloads. Even though it can function as a single instance, it typically operates as a cluster. You will discover the many MongoDB cluster configurations in this post and instructions for setting them up in MongoDB Atlas.

Table of contents –

  1.     A MongoDB Cluster: What Is It?
  2.     Identical Sets-
  3.     Sharded Clusters-
  4.     How to Set Up a MongoDB Cluster?
  5.     Use these instructions to set up a MongoDB cluster in Atlas-
  6.     MongoDB Cluster Configuration on Atlas-
  7.     Configuration of a global cluster-
  8.     Location and Cloud Provider –
  9.     Cluster Level-
  10. Different Environments for MongoDB Cluster Creation-
  11. Linux MongoDB Cluster creation (Ubuntu, CoreOS)-
  12. Docker is used to creating a MongoDB cluster- 

A MongoDB Cluster: What Is It?

Clusters in MongoDB refer to one of two main architectural types. They could be referring to a sharded bunch or a replica set. Let’s examine each in more detail.

Identical Sets

A collection of one or more servers hosting an exact copy of the data is known as a MongoDB replica set. Although having one or two nodes is conceivable, three are the preferred minimum. Two secondary nodes hold a replica of the data, while a primary node handles read and write activities for your application.

A diagram displaying read and write access to a central node by a client application. Arrows demonstrate the asynchronous replication of primary node data in secondary nodes.

The client application’s traffic is sent to a different primary node if a primary node is down.

The malfunctioning server will sync with the primary node once online and join the cluster as a new secondary node.

When the network is restored, the former primary node returns as a secondary node.

The objective is to deliver high availability for your application over your data. Your client application can still connect to the cluster and access the data even if a server fails, minimizing the overall potential downtime.

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Sharded Clusters-

By dividing your data among various replica sets, a sharded cluster allows you to scale horizontally. The client sends the request to a router whenever a collection is read or written to (mangos). Once the router has confirmed through the configuration server in which shard the data is stored, it will direct the requests to that particular cluster.

There would be a unique replica set in each of the shards. To ensure high availability, you should have multiple routers or configuration servers. With this design, you can extend your database as much as possible without worrying about storage space or sacrificing availability.

How to Set Up a MongoDB Cluster?

 Depending on your requirements, a MongoDB cluster can be created in various methods. Utilizing Atlas, a Database-as-a-Service platform from MongoDB is the simplest method. The documentation contains thorough instructions. The instructions for running MongoDB on your infrastructure are given later in this article.

Use these instructions to set up a MongoDB cluster in Atlas

  •       Go to to sign into your MongoDB Atlas account.
  •       Select “Create” from the menu.
  •       Select the type of cluster (dedicated, serverless, shared).
  •       Select the area and cloud service provider.
  •       Then select “Create cluster.”

Your MongoDB cluster will begin provisioning and become accessible to you quickly. Numerous alternatives are available as you build your group to meet your unique requirements. The following section discusses each of the setup options.

MongoDB Cluster Configuration on Atlas

Since each application is unique, MongoDB Atlas gives you various options for configuring your cluster. While you can alter specific settings while they’re in use, others require advanced planning. You can use these settings to implement all the recommended procedures for Atlas in production. You will learn more about the many configurations you can change while creating your initial cluster.

Design of a global cluster

Configuration must be enabled if you require various sharded clusters with read and write activities in particular locations. From here, you can specify where you want each of your groups to be and set up the mappings between the user’s nation and the server they will use to access the data.

Location and Cloud Provider

You must select the cloud provider and the region where your cluster will be deployed, regardless of your chosen deployment type. Any of the three major cloud providers allow you to create MongoDB clusters. You can place every cluster node in a separate area or even a different cloud to guarantee higher availability. The Multi-Cloud, Multi-Region & Workload Isolation options must be enabled. From this point, you can choose the quantity and kind of nodes (electable, read-only, or analytical) that will make up your replica set.

Cluster Level

It would help if you decided on the tier you want to utilize for the cluster’s nodes now that you’ve chosen a region and cloud provider. The most substantial influence on the cost of your group will come from this setup. You can further customize each of the many choices that are accessible. The CPU and RAM you will require should be taken into account. Your resource requirements will determine the best tier for your cluster.

The cluster setup can be modified further by modifying the storage size, turning on or off the auto-scaling features, and changing the required IOPS. At higher AWS levels (M40+), The type of servers you select (low-CPU, general, or local NVMe SSD) will also affect the number of CPUs, RAM, and storage space available.

Different Environments for MongoDB Cluster Creation-

If running a cluster on your infrastructure or using a cloud-based instance of MongoDB is not an option, you can install MongoDB on supported operating systems. In addition to MongoDB, Ops Manager or Cloud Manager is advised for cluster management.

Linux MongoDB Cluster creation (Ubuntu, CoreOS)-

You’ll need three active instances of MongoDB under Linux to set up a cluster. These instances require a local network connection to communicate with one another.

The documentation contains step-by-step directions on how to configure your cluster under Linux.

Docker is used to creating a MongoDB cluster-

 Use Docker if you want to install a local instance of MongoDB in your environment or create a temporary development environment that you can share with your team. You can accomplish this by launching three local instances of MongoDB using Docker and then adhering to the documentation’s recommendations.


You should learn more about selecting the ideal cluster topology once you’ve built and configured your cluster. Why not keep studying with the MongoDB University video on cluster setup topology? You can sample MongoDB Atlas for free after being familiar with all the configurations that can be made for your MongoDB cluster.

Author Bio

Meravath Raju is a Digital Marketer, and a passionate writer, who is working with MindMajix, a top global online training provider. He also holds in-depth knowledge of IT and demanding technologies such as Business Intelligence, Salesforce, Cybersecurity, Software Testing, QA, Data analytics, Project Management and ERP tools, etc.