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DOCSP-7977 doc update for the new account creation workflow (#139)
* DOCSP-7977 doc update for the new account creation workflow
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‎config/redirects

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@@ -2,4 +2,4 @@ define: base https://docs.mongodb.com/tutorials
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raw: tutorials/install-mongodb-on-mac -> https://docs.mongodb.com/manual/tutorial/install-mongodb-on-os-x/
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raw: tutorials/ -> https://docs.mongodb.com/manual/
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raw: tutorials/source/cloud/atlas -> https://docs.mongodb.com/guides/cloud/account/

‎source/cloud/account.txt

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.. guide::
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title: Create and Manage a MongoDB Account
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author: MongoDB Documentation Team
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type: Getting Started
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level: beginner
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product_version: 4.0
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result_description:
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In this guide, you will:
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- Create and manage a free unified account for MongoDB
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services like MongoDB Atlas, MongoDB Cloud Manager, MongoDB
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University, and MongoDB Support.
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- Access the MongoDB services.
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- Manage account information.
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time: 15
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prerequisites:
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Check if you have a supported browser:
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- For `Atlas <https://docs.atlas.mongodb.com/reference/supported-browsers>`__
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- For `Cloud Manager <https://docs.cloudmanager.mongodb.com/reference/supported-browsers>`__
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check_your_environment:
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procedure:
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.. include:: /includes/steps/cloud.rst
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summary:
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If you successfully completed the procedure in this guide, you have
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created a MongoDB account. Using your MongoDB account,
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you can now access MongoDB Atlas, MongoDB Cloud Manager, MongoDB
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University, and MongoDB support portal.
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whats_next:
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- `Get Started with
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Atlas <https://docs.atlas.mongodb.com/getting-started>`__
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- `Create or Import a MongoDB Deployment into Cloud
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Manager <https://docs.cloudmanager.mongodb.com/tutorial/nav/manage-hosts>`__
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- `Take free courses at the MongoDB
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University <https://university.mongodb.com>`__
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- `Visit MongoDB Support
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Portal <https://support.mongodb.com/welcome>`__

‎source/cloud/atlas.txt

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‎source/cloud/connectionstring.txt

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prerequisites:
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- An Atlas account. See :doc:`Create an Atlas Account and Cluster
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</cloud/atlas>`.
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- A MongoDB account. See :doc:`Create and Manage a MongoDB Account
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</cloud/account>`.
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- An Atlas cluster. See `Create a New Cluster
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<https://docs.atlas.mongodb.com/tutorial/create-new-cluster/>`__
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- A MongoDB user. See `Configure MongoDB Users
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<https://docs.atlas.mongodb.com/security-add-mongodb-users/>`_
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in the Atlas documentation.
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procedure:
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.. include:: /includes/steps/find_connection_string.rst
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summary:
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If you have successfully completed this guide, you will now have
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your IP address in the Atlas whitelist, and an Atlas connection
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string in your copy buffer.

‎source/includes/check_for_connection.rst

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@@ -8,9 +8,11 @@ Ensure that your MongoDB instance -- whether standalone or on Atlas (cloud) --
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- id: cloud
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content: |
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Check that you have an Atlas account and have deployed a MongoDB database
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cluster. See :doc:`/cloud/atlas` for information on how to
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login and create a cluster in Atlas.
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Check that you have an Atlas account and have deployed a MongoDB
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database cluster. See :doc:`/cloud/account` for information on how
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to create an Atlas account and see `Create a New
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Cluster <https://docs.atlas.mongodb.com/tutorial/create-new-cluster/>`__
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to create a cluster in Atlas.
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- id: local
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content: |

‎source/includes/check_for_drivers_install.rst

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content: |
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Check that you have an Atlas account and have deployed a MongoDB database
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cluster. See :doc:`/cloud/atlas` for information on how to
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login and create a cluster in Atlas.
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cluster. See `Get Started with Atlas
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<https://docs.atlas.mongodb.com/getting-started/>`__ for information
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on how to login and create a cluster in Atlas.
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- id: local
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content: |

‎source/includes/prereqs_drivers_install.rst

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If you are using MongoDB in the Cloud (Atlas), you will need to:
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- :doc:`Create an Atlas Account and Cluster</cloud/atlas>`
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- :doc:`Set Up Connectivity to Atlas </cloud/connectionstring>`
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- `Create an Atlas Account and
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Cluster <https://docs.atlas.mongodb.com/getting-started/>`_
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- :doc:`Set Up Connectivity to Atlas </cloud/connectionstring>`
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Or, if you plan on using a local instance of MongoDB, you will need to:
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- :doc:`Install MongoDB </server/install>` and start up an instance to which you will connect.
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- :doc:`Install MongoDB </server/install>` and start up an instance to
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which you will connect.

‎source/includes/steps-cloud.yaml

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title: Create or log in to an Atlas user account
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ref: process-mongodb
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title: Create your MongoDB account.
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ref: create-mongodb-account
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level: 4
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stepnum: 1
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content: |
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Atlas is MongoDB's cloud-based, database-as-a-service solution.
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In order to use MongoDB in the cloud, you need to create an Atlas user account.
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Go to `cloud.mongodb.com
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<https://cloud.mongodb.com?utm_source=atlas-account-guide&utm_campaign=guides&utm_medium=docs>`_
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to create or log in to your user account.
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Go to `account.mongodb.com/account/register
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<https://account.mongodb.com/account/register>`__ to create your
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MongoDB account. To register for a new MongoDB account, you
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must do the following:
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If you are creating your user account, as part of the process Atlas
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automatically creates a default "organization" and "project" for you.
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On Atlas, an *organization* correlates to a the name of the
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organization for which the cluster is being created, and the *project*
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is a specific application or initiative that will make use of this MongoDB
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Atlas cluster. You can add additional organizations and
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projects later.
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a. Provide the following information about yourself:
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- :guilabel:`Email Address`
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- :guilabel:`First Name` and :guilabel:`Last Name`
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- :guilabel:`Password`
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- :guilabel:`Phone Number`
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- :guilabel:`Company`
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- :guilabel:`Job Function`
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- :guilabel:`Country`
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b. Review and select the checkbox to accept the :guilabel:`Privacy
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Policy` and the :guilabel:`Terms of Service`.
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c. Click :guilabel:`Sign up` to create the account.
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---
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title: Select the Build New Cluster button
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ref: cluster-new
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title: Access your MongoDB services.
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ref: login-mongodb
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level: 4
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stepnum: 2
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content: |
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If you already had an account when you logged in,
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you will see a ``Clusters`` management panel. A ``cluster`` is a group
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of MongoDB instances that work together to provide high availability
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and fault tolerance.
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Select the green ``Build A New Cluster`` button at the center
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of the ``Clusters`` panel.
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.. note::
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If you have already built a cluster, you will see this button
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at the right hand side of the panel.
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a. Log in to your account at `account.mongodb.com/account/login
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<https://account.mongodb.com/account/login>`__ and select
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:guilabel:`Overview` from the left navigation menu to access the
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MongoDB services.
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b. Click:
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- :guilabel:`Visit MongoDB Atlas` to go to MongoDB Atlas or MongoDB
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Cloud Manager UI.
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- :guilabel:`Visit MongoDB University` to take courses at the
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MongoDB University.
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- :guilabel:`Visit MongoDB Support` to get help from MongoDB Support.
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.. figure:: /images/firstcluster.png
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:figwidth: 700px
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You can also directly log into the following MongoDB
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services using your MongoDB account credentials:
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- `Atlas <https://cloud.mongodb.com/account/login>`__
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- `Cloud Manager <https://cloud.mongodb.com/account/login>`__
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- `MongoDB University <https://university.mongodb.com/>`__
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- `MongoDB Support <https://support.mongodb.com/welcome>`__
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---
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title: Pick your cluster tier
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ref: cluster-setup
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title: Manage your MongoDB user login and account information.
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ref: manage-mongodb-account
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level: 4
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content: |
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Now it's time to select your cluster tier. In this guide we will be
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setting up a free-tier or ``M0`` cluster.
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Select the left-side panel to proceed with your free-tier cluster
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setup.
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.. figure:: /images/starter-clusters.png
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:figwidth: 200px
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.. note::
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If you already have one or more clusters in your Atlas project,
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you'll go straight to the next screen.
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On the next screen, ensure that the ``Cloud Provider and Region``
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dropdowns have ``Amazon Web Services`` and either ``N. Virginia
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(us-east-1)`` or ``Frankfurt (eu-central-1)`` selected.
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a. Log in to your MongoDB service, click on your name at the
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top right-hand corner, and select :guilabel:`MongoDB Account`. You
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can also directly log in to your account at
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`account.mongodb.com/account/login
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<https://account.mongodb.com/account/login>`__.
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b. Select:
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.. figure:: /images/cloudselect.png
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:figwidth: 700px
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- :guilabel:`Login Info` from the left navigation menu to reset
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your MongoDB account password. You must provide your
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current password and a new password to reset the password.
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- :guilabel:`Personal Info` from the left navigation menu to
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change the following account settings:
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Scroll down and click on the ``Cluster Tier`` section. For the free
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tier cluster, select the ``M0`` cluster. You can only create one free
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tier (``M0``) cluster per account. The ``M0`` cluster is not recommended
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for production applications.
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.. note::
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The Atlas Live Migration service requires ``M10`` or larger instance
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nodes. For development or staging environments, deploy a cluster
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with ``M10`` or ``M20`` instance nodes. For production workloads, select
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``M30`` or larger instance nodes.
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.. figure:: /images/clusterselect.png
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:figwidth: 837px
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---
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title: Create your cluster
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ref: select-deploy
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level: 4
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stepnum: 4
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content: |
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Click the ``Create Cluster`` button at the bottom of the page. If you
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have selected a non free-tier cluster you will be prompted for credit
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card information. It takes a few minutes for the cluster instance to
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spin up.
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---
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title: Create an administrative username and password
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ref: admin-setup
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level: 5
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stepnum: 5
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content: |
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Atlas prompts you to create an administrative MongoDB user as a part
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of deploying the first Atlas cluster in the project. This user has
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administrative access to any MongoDB cluster you deploy in the Atlas
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project.
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- :guilabel:`First Name` and :guilabel:`Last Name`
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- :guilabel:`Company`
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- :guilabel:`Position`
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- :guilabel:`Country`
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- :guilabel:`Email Address`
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- :guilabel:`Phone Number`
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Fill in the ``username`` and ``password`` fields. The password should
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be random, long, and complex to ensure system security and to impede
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malicious access.
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...
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c. Click :guilabel:`Save Changes` for the changes to take effect.
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...

‎source/includes/steps-cloud_pr.yaml

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‎source/includes/steps-migrate-compose.yaml

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title: Create an Atlas deployment
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ref: atlas-deployment
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content: |
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If you don't already have an Atlas deployment, :doc:`create one
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</cloud/atlas>` now. You'll need
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a `cluster tier
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<https://docs.atlas.mongodb.com/create-new-cluster/#c-select-the-cluster-tier>`_
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If you don't already have an Atlas deployment, `create one
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<https://docs.atlas.mongodb.com/tutorial/create-new-cluster/>`_ now.
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You'll need a `cluster tier
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<https://docs.atlas.mongodb.com/create-new-cluster/#c-select-the-cluster-tier>`__
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of ``M10`` or larger to perform Live Migration.
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---
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title: Log in to your Compose account

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