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DOCSP 38430 merging Compass Multiple Connections Branch (#660)
* DOCSP 37462 Updating Connect to MonogDB Compass page for multiple connections (#617) * DOCSP-37462 updating connect to MongoDB Compass page * DOCSP-37462 updating connect to MongoDB Compass page * DOCSP-37462 updating connect to MongoDB Compass page * DOCSP-37462 removing extra space * DOCSP 37458 - multiple connections on Compass Home (#616) * DOCSP-37458 multiple connections home screen update * DOCSP-37458 multiple connections home screen update * DOCSP-37458 copy edits * DOCSP-37458 typo * DOCSP-37458 adding database title * DOCSP-37458 adding database title * DOCSP 37463 Updating connection window flow (#647) * DOCSP-37463 general connection tab * DOCSP-37463 general connection tab * DOCSP-37463 general connection tab * DOCSP-37463 general connection tab * DOCSP-37463 general connection tab * DOCSP-37463 general connection tab * DOCSP-37463 general connection tab * DOCSP-37463 general connection tab * DOCSP-37463 general connection tab * DOCSP-37463 general connection tab * DOCSP-37463 general connection tab * DOCSP-37463 copy edits * DOCSP-37463 copy edits * DOCSP-37463 tech edits * DOCSP-37463 tech edits * DOCSP-37461 Connections Sidebar Page (#646) * DOCSP-37461 creating interact with your connections page * DOCSP-37461 creating interact with your connections page * DOCSP-37461 creating interact with your connections page * DOCSP-37461 creating interact with your connections page * DOCSP-37461 creating interact with your connections page * DOCSP-37461 creating interact with your connections page * DOCSP-37461 Ali comments * DOCSP-37461 Ali comments * DOCSP-37461 Ali comments * Revert "DOCSP-37461 Ali comments" This reverts commit b992c3ad4412ac7e920e43eb44d67743aaaaf8e9. * Revert "DOCSP-37461 Ali comments" This reverts commit 11bb3c62020290f5dde719e14af40970583b17e6. * DOCSP-37461 deleting extra page * DOCSP-37461 copy edits * DOCSP-37461 copy edits * DOCSP-37461 typo * DOCSP-37461 sidebar restructure * DOCSP-37461 sidebar restructure * DOCSP-37461 sidebar restructure * DOCSP-37461 sidebar restructure * DOCSP-37461 sidebar restructure * DOCSP-37461 tech edits * DOCSP-37461 tech edits * DOCSP-37461 move shell option * DOCSP 37460 Updating Compass Multiple Connections Screenshots (#658) * DOCSP-37460 updating Compass screenshots * DOCSP-37460 updating Compass screenshots * DOCSP-37460 ian edits * DOCSP-42696 update Favorite Connections and Performance page (#661) * DOCSP-42696 update Favorite Connections page * DOCSP-42696 update Favorite Connections page * DOCSP-42696 update Favorite Connections page * DOCSP-42696 update Favorite Connections page * DOCSP-42696 adding performance * DOCSP-42696 adding performance * DOCSP-42696 restructuring ToC * DOCSP-42696 restructuring ToC * DOCSP-38430 Julia comments * DOCSP-38430 Julia comments * DOCSP-38430 Julia comments
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snooty.toml

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"/query/queries",
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"/documents",
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"/schema",
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"/performance",
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"/create-agg-pipeline",
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"/collections"
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]

source/connect.txt

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Connect
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-------
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You can connect your deployments by either:
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If your connection name is already in the :guilabel:`Connections
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Sidebar` of your Compass window, click on the connection name to
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connect.
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Otherwise, you can connect your deployments by either:
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- Providing your connection string.
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TLS/SSL, and SSH connection options. To learn more, see
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:ref:`<advanced-connection-options>`.
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Paste Connection String
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~~~~~~~~~~~~~~~~~~~~~~~
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.. note::
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.. include:: /includes/multiple-connections.rst
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Provide your Connection String
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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When you provide a connection string, |compass-short| supports
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most :manual:`Connection String Options
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.. include:: /includes/starting-compass-paste-string.rst
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Use Advanced Connection Options
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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.. include:: /includes/intro-advanced-connection-options.rst
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For details, see :ref:`advanced-connection-options`.
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Connect to Compass from the Command Line
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----------------------------------------
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.. include:: /includes/intro-command-line-connection.rst
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For details, see :ref:`comp-command-line-connect`.
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Advanced Connection Options
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---------------------------
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.. include:: /includes/intro-advanced-connection-options.rst
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For details, see :ref:`advanced-connection-options`.
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.. seealso::
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To learn how to disconnect your deployment, see :ref:`<disconnect-tab>`
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.. toctree::
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:titlesonly:
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/connect/connections
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/connect/connect-from-the-command-line
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/connect/advanced-connection-options
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/connect/favorite-connections

source/connect/advanced-connection-options/advanced-connection.txt

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.. procedure::
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:style: normal
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.. step:: Open the :guilabel:`New Connection` modal.
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.. include:: /includes/open-new-connection.rst
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.. step:: Click :guilabel:`Advanced Connection Options`.
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.. figure:: /images/compass/advanced-connection-options.png

source/connect/advanced-connection-options/authentication-connection.txt

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.. procedure::
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:style: normal
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.. step:: Open the :guilabel:`New Connection` modal.
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.. include:: /includes/open-new-connection.rst
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.. step:: Click :guilabel:`Advanced Connection Options`.
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.. figure:: /images/compass/advanced-connection-options.png

source/connect/advanced-connection-options/general-connection.txt

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:guilabel:`Connection String Scheme` and configure the hostname or hosts
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used to connect to your MongoDB deployment.
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.. note::
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.. include:: /includes/multiple-connections.rst
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Procedure
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---------
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.. procedure::
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:style: normal
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.. step:: Open the :guilabel:`New Connection` modal.
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.. include:: /includes/open-new-connection.rst
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.. step:: Click :guilabel:`Advanced Connection Options`.
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.. figure:: /images/compass/advanced-connection-options.png

source/connect/advanced-connection-options/in-use-encryption.txt

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.. procedure::
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:style: normal
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.. step:: Open the :guilabel:`New Connection` modal.
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.. include:: /includes/open-new-connection.rst
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.. step:: Click :guilabel:`Advanced Connection Options`.
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.. figure:: /images/compass/advanced-connection-options.png

source/connect/advanced-connection-options/ssh-connection.txt

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.. procedure::
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:style: normal
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.. step:: Open the :guilabel:`New Connection` modal.
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.. include:: /includes/open-new-connection.rst
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.. step:: Click :guilabel:`Advanced Connection Options`.
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.. figure:: /images/compass/advanced-connection-options.png

source/connect/advanced-connection-options/tls-ssl-connection.txt

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.. procedure::
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:style: normal
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.. step:: Open the :guilabel:`New Connection` modal.
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.. include:: /includes/open-new-connection.rst
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.. step:: Click :guilabel:`Advanced Connection Options`.
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.. figure:: /images/compass/advanced-connection-options.png

source/connect/connections.txt

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.. _connections-sidebar:
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===================
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Connections Sidebar
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===================
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.. default-domain:: mongodb
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.. contents:: On this page
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:local:
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:backlinks: none
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:depth: 1
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:class: singlecol
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.. note::
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.. include:: /includes/multiple-connections.rst
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The :guilabel:`Connections Sidebar` on the left of the Compass window
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contains the following options:
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- :icon-lg:`Plus` icon to add new connections
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- :icon-fa5:`ellipsis-h` icon to import and export connections
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- Search bar to search active connections
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- :guilabel:`Connections` list
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.. figure:: /images/compass/connections-sidebar.png
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:figwidth: 750px
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:alt: Connections Sidebar
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Connections List
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----------------
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The :guilabel:`Connections` list in the sidebar contains your
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:ref:`favorite <favorite-connections>` and saved connections. Favorite
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connections have a :icon-fa5:`star` next to the connection name and
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always appear at the top of the connections list.
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Connect to MongoDB
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------------------
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To connect to a saved or favorite deployment, click the name of the
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connection in the :guilabel:`Connections` list. Once you connect,
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Compass shows a success toast and displays a green dot next to the
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connection name.
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If a connection error occurs, Compass shows a toast with error
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information and displays a red triangle next to the connection name. To
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see additional error information, click :guilabel:`Review` in the error
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toast.
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To add a new connection to Compass, click the :icon-lg:`Plus` button at
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the top of the :guilabel:`Connections Sidebar` to open the
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:guilabel:`New Connection` modal. For more information, see
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:ref:`connect-run-compass`.
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To switch between connections, click the name of the connection you want
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to interact with to open the :guilabel:`Databases` tab. When you open a
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database, MongoDB opens a new tab and labels it with the name of the
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MongoDB instance that contains that database. For more information about
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the :guilabel:`Databases` tab and instructions on viewing a database,
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see :doc:`Databases </databases>`.
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Connection Options
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------------------
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To see connection options, hover over the name of the connection in the
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:guilabel:`Connections` list. Then, click on the :icon-fa5:`ellipsis-h`
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icon to open a menu with the following items:
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- View :ref:`performance metrics <performance-tab>`
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- Show connection information
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- Refresh databases
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- Disconnect
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- Copy connection string
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- Favorite (or Unfavorite)
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- Duplicate
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- Remove
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To open the MongoDB Shell, click the :icon-lg:`Shell` icon on the right
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of the connection name.
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source/connect/favorite-connections.txt

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Save a Favorite Connection
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--------------------------
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You can save a favorite connection from the initial
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:ref:`connect screen <connect-run-compass>`, or after you have
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successfully connected to a MongoDB deployment.
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You can save a favorite connection from the :guilabel:`New Connection
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Modal` or after you successfully connect to a MongoDB deployment.
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Save from Connect Screen
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~~~~~~~~~~~~~~~~~~~~~~~~
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Save from New Connection Modal
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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.. include:: /includes/steps/favorite-connection-save.rst
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.. include:: /includes/steps/favorite-connection-save-deployment.rst
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Edit a Favorite Connection
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.. include:: /includes/steps/favorite-connection-edit.rst
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Delete a Favorite Connection
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----------------------------
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.. include:: /includes/steps/favorite-connection-delete.rst
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Considerations
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--------------
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source/databases.txt

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The :guilabel:`Databases` tab lists the existing databases for your
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MongoDB deployment. To access the :guilabel:`Databases` tab, click the
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cluster name in the upper left corner and select the
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:guilabel:`Databases` tab.
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deployment name in the :guilabel:`Connections Sidebar`.
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.. figure:: /images/compass/database-tab.png
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:figwidth: 700px
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:alt: Database Tab
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.. figure:: /images/compass/databases-view.png
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:figwidth: 690px
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:alt: Databases View
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From this view, you can click a database name in the list to view its
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From this view, you can click a database name in the sidebar to view its
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:doc:`collections </collections>`. Alternatively, you can view
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database collections by clicking the desired database in the left-hand navigation.
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Starting in version 1.44.0, you can connect to multiple MongoDB
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instances at once through Compass.
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In the bottom panel of the :guilabel:`Connections Sidebar`, click
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:guilabel:`Add New Connection` to open the :guilabel:`New Connection`
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modal.
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If you already have connections listed in the :guilabel:`Connections
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Sidebar`, click the :icon-lg:`Plus` icon on the top right of the sidebar
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to open the :guilabel:`New Connection` modal.

source/includes/starting-compass-paste-string.rst

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.. procedure::
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.. step:: Open the :guilabel:`New Connection` modal.
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.. include:: /includes/open-new-connection.rst
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.. step:: Paste your connection string.
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.. include:: /includes/fact-hide-connection-string-password.rst
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hosted on |service|, see :manual:`Connection String URI Format
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</reference/connection-string>`.
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.. step:: (Optional). Name your connection.
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not specify a name, Compass uses the cluster's hostname as the
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connection name.
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.. step:: (Optional). Choose a color for your connection.
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connection. When you connect to a connection, the label color is
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the background color of tabs that reference your connection.
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.. step:: (Optional). Favorite your connection.
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:guilabel:`Favorite this connection` option in the modal.
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|compass-short| :doc:`Home Page </instance>`.
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The :guilabel:`Save & Connect` button prompts you to save your connection
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.. important:: Required Access
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source/includes/steps-create-database.yaml

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title: Click the :guilabel:`Create Database` button.
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title: Open the :guilabel:`Create Database` dialog.
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level: 4
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ref: create-database
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content: |
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From the :ref:`Databases <database-tab>` tab, click the
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:guilabel:`Create Database` button to bring up the
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:guilabel:`Create Database` dialog.
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---

source/includes/steps-favorite-connection-delete.yaml

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