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38 changes: 15 additions & 23 deletions source/release-notes/2.2.txt
Original file line number Diff line number Diff line change
Expand Up @@ -80,41 +80,33 @@ procedure:
Upgrading a Shard Cluster
~~~~~~~~~~~~~~~~~~~~~~~~~

If your cluster uses authentication, use the following upgrade
procedure:
We recommend the following upgrade procedure for a sharded cluster:

- :ref:`disable the balancer <sharding-balancing-disable-temporally>`,

- Upgrade all :program:`mongos` instances *first*, in any order.

- Upgrade all of the :program:`mongod` config server instances *one at
a time*. When you have *fewer* than *three* config servers active,
the cluster metadata will be read-only which will prevent (and abort)
all chunk migrations and chunk splits.
a time* using the :ref:`stand alone <2.2-upgrade-standalone>` procedure.
When you have *fewer* than *three* config servers active, the cluster
metadata will be read-only which will prevent (and abort)
all chunk migrations and chunk splits.

- Upgrade all remaining cluster components. Use the :ref:`upgrade
- Upgrade all remaining cluster components, using the :ref:`upgrade
procedure for replica sets <2.2-upgrade-replica-set>` for each of
the shards and the :ref:`stand alone <2.2-upgrade-standalone>`
procedure for each of the config servers. You may upgrade the
components of your cluster in any order.
the shards.

If your cluster *does not* use authentication, you may upgrade the
components of the cluster in any order, using the :ref:`upgrade
procedure for replica sets <2.2-upgrade-replica-set>` for each of the
shards and the :ref:`stand alone <2.2-upgrade-standalone>` procedure
for each of the config servers.
- re-enable the balancer.

.. note::
If your cluster uses authentication, you must upgrade the components in
the order above. If your cluster does not use authentication, you can
upgrade the mongos instances, config servers, and shards in any order.

Balancing does not work in *mixed* 2.0 and 2.2 deployments. For the
best results:

- :ref:`disable the balancer <sharding-balancing-disable-temporally>`,
.. note::

- upgrade the :program:`mongos`, if using authentication,
Balancing does not currently work in *mixed* 2.0.x and 2.2.0 deployments.

- upgrade all :program:`mongod` instances, including all shard
components and configuration instances in the cluster, and

- re-enable the balancer.

Changes
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