DOCSP-3509: windows community install - separate into wizard vs msiexec

Author: kay-kim

config/sphinx_local.yaml

@@ -98,6 +98,7 @@ theme:
     - /tutorial/update-documents
     - /tutorial/enable-authentication
     - /tutorial/install-mongodb-on-ubuntu
+    - /tutorial/install-mongodb-on-windows
     - /tutorial/install-mongodb-on-red-hat
     - /tutorial/install-mongodb-on-debian
     - /tutorial/install-mongodb-on-suse

source/images/windows-installer-install-only.png

@@ -9,24 +9,14 @@ replacement:
   mongodb: ":guilabel:`MongoDB Enterprise Server`"
   archive: ":guilabel:`Archived releases`"
 ---
-title: "Open Windows Explorer/File Explorer."
+title: "Run the MongoDB installer."
 stepnum: 2
-level: 4
-ref: open-windows-explorer
----
-title: "Navigate to the directory in which you downloaded the MongoDB installer."
-stepnum: 3
 inherit:
   file: steps-install-mongodb-on-windows-interactive.yaml
-  ref: change-to-download-directory
----
-title: "Double-click the ``.msi`` file."
-stepnum: 4
-level: 4
-ref: run-windows-installer
+  ref: run-windows-installer
 ---
 title: "Follow the |mdb-edition| installation wizard."
-stepnum: 5
+stepnum: 3
 level: 4
 inherit:
   file: steps-install-mongodb-on-windows-interactive.yaml

source/includes/steps-install-mongodb-on-windows-enterprise-interactive.yaml

@@ -3,16 +3,14 @@ stepnum: 1
 level: 4
 ref: download-mongodb
 content: |
-  a. Open a web browser and visit the |mdb-download-link|.
+  Download the installer (``.msi``) from the |mdb-download-link|:
 
-  #. The Download Center should display {{mongodb}} tab. If not,
+  a. The Download Center should display {{mongodb}} download information. If not,
      select :guilabel:`Server`, then click the {{mongodb}} tab.
 
   #. In the :guilabel:`Version` dropdown, select the version that
      corresponds to MongoDB Server |version|. The download center always
-     displays the latest available point version. For older
-     point releases, click {{archive}} in the right hand navigation
-     box.
+     displays the latest available point version.
 
   #. In the :guilabel:`OS` dropdown, verify that ``Windows 64-bit X64``
      is selected.
@@ -23,83 +21,124 @@ content: |
   #. Click :guilabel:`Download`.
 replacement:
   mongodb: ":guilabel:`MongoDB Community Server`"
-  archive: ":guilabel:`All version binaries`"
 ---
-title: "Open Windows Explorer/File Explorer."
+title: "Run the MongoDB installer"
 stepnum: 2
 level: 4
-ref: open-windows-explorer
----
-title: "Navigate to the directory in which you downloaded the MongoDB installer."
-stepnum: 3
-level: 4
-ref: change-to-download-directory
 content: |
-   Change the directory path to where you downloaded the MongoDB 
-   ``.msi`` file. By default, this is ``%HOMEPATH%\Downloads``.  
+   From the Windows Explorer/File Explorer:
+   
+   a. Navigate to the directory in which you downloaded the MongoDB installer (``.msi`` file).
+      By default, this is ``%HOMEPATH%\Downloads``.
+
+   #. Double-click the ``.msi`` file.
 
----
-title: "Double-click the ``.msi`` file."
-stepnum: 4
-level: 4
 ref: run-windows-installer
 ---
 title: "Follow the |mdb-edition| installation wizard."
-stepnum: 5
+stepnum: 3
 level: 4
 ref: follow-install-wizard
 content: |
    
    The wizard steps you through the installation of MongoDB and MongoDB
    Compass.
 
-   You can choose either the :guilabel:`Complete` or :guilabel:`Custom`
-   setup type. If you choose the :guilabel:`Custom` installation
-   option, you may specify an installation directory. MongoDB has no
-   other system dependencies. You can install and run MongoDB from any
-   directory.
-
-   Starting in MongoDB 4.0, you can, by default, configure and start
-   MongoDB as a service during the install, and the MongoDB service is
-   started upon successful installation. 
-
-   .. figure:: /images/windows-installer.png
-      :alt: Image of the MongoDB Installer wizard. Optional Windows Service Configuration.
-      :figwidth: 496px
-
-   - If you choose not to configure MongoDB as a service, uncheck the
-     :guilabel:`Install MongoD as a Service`.
+   a. :guilabel:`Choose Setup Type`
+        You can choose either the :guilabel:`Complete` (recommended for
+        most users) or :guilabel:`Custom` setup type. If you choose the
+        :guilabel:`Custom` installation option, you may specify which
+        executables are installed and where.
    
-   - If you choose to configure MongoDB as a service, you can:
-
-     - Specify to run the service as one of the following users:
-
-       - Network Service user; i.e. a Windows user account that is
-         built-in to Windows
+   #. :guilabel:`Service Configuration`
+        Starting in MongoDB 4.0, you can set up MongoDB as a service
+        during the install or just install. Click on the appropriate
+        tab for instructions.
+
+        .. tabs::
+           
+           tabs:
+              
+              - id: service
+                name: MongoDB Service
+                content: |
+                
+                   The following installs and configures MongoDB as a
+                   service. To install only, click on the appropriate tab.
+                
+                   Starting in MongoDB 4.0, you can configure
+                   and start MongoDB as a service during the install, and
+                   the MongoDB service is started upon successful
+                   installation. 
+        
+                   .. figure:: /images/windows-installer.png
+                      :alt: Image of the MongoDB Installer wizard - Service Configuration.
+                      :figwidth: 496px
+        
+                   
+                   - Select :guilabel:`Install MongoD as a Service` MongoDB as a service. 
+                  
+                   - Select to :guilabel:`Run the service as` one of the following users:
+        
+                     - Network Service user (Default); i.e. a Windows user
+                       account that is built-in to Windows
+        
+                     - Local or domain user:
+        
+                       - For an existing local user account, specify a
+                         period (i.e. ``.``) for the :guilabel:`Account
+                         Domain` and specify the :guilabel:`Account Name` and
+                         the :guilabel:`Account Password` for the user.
+        
+                       - For an existing domain user, specify the
+                         :guilabel:`Account Domain`, the
+                         :guilabel:`Account Name` and the
+                         :guilabel:`Account Password` for that user.
+        
+                   - :guilabel:`Service Name`. Specify the service
+                     name. Default name is ``MongoDB``. If you already
+                     have a service with the specified name, you must
+                     choose another name.
+        
+                   - :guilabel:`Data Directory`. Specify the data
+                     directory, which corresponds to the
+                     :option:`--dbpath <mongod --dbpath>`. If the
+                     directory does not exist, the installer will
+                     create the directory and sets the directory access
+                     to the service user.
+        
+                   - :guilabel:`Log Directory`. Specify the Log
+                     directory, which corresponds to the
+                     :option:`--logpath <mongod --logpath>`. If the
+                     directory does not exist, the installer will
+                     create the directory and sets the directory access
+                     to the service user.
+        
+              - id: mongodb
+                name: MongoDB
+                content: |
+                
+                   The following installs MongoDB only and does not
+                   configure MongoDB as a service. To install and configure
+                   MongoDB as a service, click on the appropriate tab.
+
+                   If you choose not to configure MongoDB as a service,
+                   uncheck the :guilabel:`Install MongoD as a Service`.
+        
+                   .. figure:: /images/windows-installer-install-only.png
+                      :alt: Image of the MongoDB Installer wizard. Not as a service.
+                      :figwidth: 498px
+  
+   #. :guilabel:`Install MongoDB Compass`
+       To also install `MongoDB Compass
+       <https:///www.mongodb.com/products/compass>`__, ensure that
+       :guilabel:`Install MongoDB Compass` is selected (Default).
+
+   #. When ready, click :guilabel:`Install`. 
    
-       - Local or domain user:
-
-         - For an existing local user account, specify a period (i.e.
-           ``.``) for the :guilabel:`Account Domain` and the
-           :guilabel:`Account Name` and the :guilabel:`Account
-           Password` for the user.
- 
-         - For an existing domain user, specify the :guilabel:`Account
-           Domain`, the :guilabel:`Account Name` and the
-           :guilabel:`Account Password` for that user.
-
-     - Specify the Service Name. If you already have a service with the
-       specified name, you must choose another name.
-
-     - Specify the Data directory, which corresponds to the
-       :option:`--dbpath <mongod --dbpath>`. If the directory does not
-       exist, the installer will create the directory and sets the
-       directory access to the service user.
-
-     - Specify the Log directory, which corresponds to the
-       :option:`--logpath <mongod --logpath>`. If the directory does not
-       exist, the installer will create the directory and sets the
-       directory access to the service user.
-
-
+      If you installed and configured MongoDB as a service, the MongoDB
+      service is started upon successful installation. MongoDB is
+      configured using the configuration file :file:`<install
+      directory>\bin\mongod.cfg`.
+        
 ...

source/includes/steps-install-mongodb-on-windows-interactive.yaml

@@ -6,14 +6,19 @@ source:
   file: steps-install-mongodb-on-windows-interactive.yaml
   ref: download-mongodb
 replacement:
-  mongodb: ":guilabel:`MongoDB Enterprise Server`"
+  mongodb: ":guilabel:`MongoDB Community Server`"
 ---
 title: Run the Windows Installer from the Windows Command Interpreter.
 stepnum: 2
 level: 4
 ref: install
 pre: |
 
+  .. important::
+
+     You must open the command interpreter (not Powershell) as an
+     :guilabel:`Administrator`. 
+
   To install all MongoDB binaries, including MongoDB Compass, to the
   default installation directory, go to the directory containing the
   ``.msi`` installation binary and invoke:

source/includes/steps-install-mongodb-on-windows-unattended.yaml

@@ -1,50 +1,33 @@
-title: "Create database and log directories."
+title: "Create database directory."
 stepnum: 1
 ref: create-directories
 content: |
 
-  MongoDB requires a :term:`data directory <dbpath>` to store all
-  data. MongoDB's default data directory path is the absolute path
-  ``\data\db`` on the drive from which you start MongoDB. 
+  Create the :term:`data directory <dbpath>` where MongoDB stores data.
+  MongoDB's default data directory path is the absolute path
+  ``\data\db`` on the drive from which you start MongoDB.
 
-  Invoke the following command in the :guilabel:`Command Interpreter` 
-  to create these directories:
+  From the :guilabel:`Command Interpreter`, create the data directories:
 
   .. code-block:: bat
-
-     md "\data\db" "\data\log" 
-
-  .. note::
-     The quotations marks matter when creating more than one directory 
-     path at the same time.
+   
+     cd C:\
+     md "\data\db" 
 
 ---
 title: Start your MongoDB database.
 stepnum: 2
 ref: start
 content: |
 
-  To start MongoDB, invoke :binary:`~bin.mongod.exe`. 
-
-  .. example::
+  To start MongoDB, run :binary:`~bin.mongod.exe`. 
 
-     From the :guilabel:`Command Interpreter`:
-
-     .. code-block:: bat
+  .. code-block:: bat
 
-        "C:\Program Files\MongoDB\Server\{+version+}\bin\mongod.exe" --dbpath="c:\data\db"
+     "C:\Program Files\MongoDB\Server\{+version+}\bin\mongod.exe" --dbpath="c:\data\db"
 
   The :option:`--dbpath <mongod --dbpath>` option points to your 
   database directory.
-
-  .. note::
-
-     If your path includes spaces, enclose the entire path in double
-     quotes:
-
-     .. code-block:: bat
-
-        "C:\Program Files\MongoDB\Server\{+version+}\bin\mongod.exe" --dbpath "d:\test\mongo db data"
   
   If the MongoDB database server is running correctly, the 
   :guilabel:`Command Interpreter` displays:
@@ -73,9 +56,9 @@ title: Connect to MongoDB.
 stepnum: 3
 ref: connect
 content: |
-  To connect to MongoDB through the 
-  :binary:`mongo.exe <bin.mongo>` shell, open another 
-  :guilabel:`Command Interpreter`.
+  To connect the
+  :binary:`mongo.exe <bin.mongo>` shell to the MongoDB instance, open another 
+  :guilabel:`Command Interpreter` with Administrative privileges and run:
 
   .. code-block:: bat