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docs - update TLS/SSL guide for Mongoose v8 - MongoDB v6 driver deprecations #14170

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2 changes: 1 addition & 1 deletion docs/guides.md
Expand Up @@ -41,7 +41,7 @@ integrating Mongoose with external tools and frameworks.
* [Transactions](transactions.html)
* [MongoDB Driver Deprecation Warnings](deprecations.html)
* [Testing with Jest](jest.html)
* [SSL Connections](tutorials/ssl.html)
* [TLS/SSL Connections](tutorials/ssl.html)
* [MongoDB Client Side Field Level Encryption](field-level-encryption.html)

## Other Guides
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2 changes: 1 addition & 1 deletion docs/layout.pug
Expand Up @@ -62,7 +62,7 @@ html(lang='en')
- if ([`${versions.versionedPath}/docs/connections`, `${versions.versionedPath}/docs/tutorials/ssl`].some(path => outputUrl.startsWith(path)))
ul.pure-menu-list
li.pure-menu-item.sub-item
a.pure-menu-link(href=`${versions.versionedPath}/docs/tutorials/ssl.html`, class=outputUrl === `${versions.versionedPath}/docs/tutorials/ssl.html` ? 'selected' : '') SSL Connections
a.pure-menu-link(href=`${versions.versionedPath}/docs/tutorials/ssl.html`, class=outputUrl === `${versions.versionedPath}/docs/tutorials/ssl.html` ? 'selected' : '') TLS/SSL Connections
li.pure-menu-item.sub-item
a.pure-menu-link(href=`${versions.versionedPath}/docs/models.html`, class=outputUrl === `${versions.versionedPath}/docs/models.html` ? 'selected' : '') Models
- if ([`${versions.versionedPath}/docs/models`, `${versions.versionedPath}/docs/change-streams`].some(path => outputUrl.startsWith(path)))
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10 changes: 10 additions & 0 deletions docs/migrating_to_8.md
Expand Up @@ -71,6 +71,16 @@ There's a few noteable changes in MongoDB Node driver v6 that affect Mongoose:

1. The `ObjectId` constructor no longer accepts strings of length 12. In Mongoose 7, `new mongoose.Types.ObjectId('12charstring')` was perfectly valid. In Mongoose 8, `new mongoose.Types.ObjectId('12charstring')` throws an error.

1. Deprecated SSL options have been removed

- `sslCA` -> `tlsCAFile`
- `sslCRL` -> `tlsCRLFile`
- `sslCert` -> `tlsCertificateKeyFile`
- `sslKey` -> `tlsCertificateKeyFile`
- `sslPass` -> `tlsCertificateKeyFilePassword`
- `sslValidate` -> `tlsAllowInvalidCertificates`
- `tlsCertificateFile` -> `tlsCertificateKeyFile`

<h2 id="removed-findoneandremove"><a href="#removed-findoneandremove">Removed <code>findOneAndRemove()</code></a></h2>

In Mongoose 7, `findOneAndRemove()` was an alias for `findOneAndDelete()` that Mongoose supported for backwards compatibility.
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66 changes: 30 additions & 36 deletions docs/tutorials/ssl.md
@@ -1,42 +1,40 @@
# SSL Connections
# TLS/SSL Connections

Mongoose supports connecting to [MongoDB clusters that require SSL connections](https://www.mongodb.com/docs/manual/tutorial/configure-ssl/). Setting the `ssl` option to `true` in [`mongoose.connect()`](../api/mongoose.html#mongoose_Mongoose-connect) or your connection string is enough to connect to a MongoDB cluster using SSL:
Mongoose supports connecting to [MongoDB clusters that require TLS/SSL connections](https://www.mongodb.com/docs/manual/tutorial/configure-ssl/). Setting the `tls` option to `true` in [`mongoose.connect()`](../api/mongoose.html#mongoose_Mongoose-connect) or your connection string is enough to connect to a MongoDB cluster using TLS/SSL:

```javascript
mongoose.connect('mongodb://127.0.0.1:27017/test', { ssl: true });
mongoose.connect('mongodb://127.0.0.1:27017/test', { tls: true });

// Equivalent:
mongoose.connect('mongodb://127.0.0.1:27017/test?ssl=true');
mongoose.connect('mongodb://127.0.0.1:27017/test?tls=true');
```

The `ssl` option defaults to `false` for connection strings that start with `mongodb://`. However,
the `ssl` option defaults to `true` for connection strings that start with `mongodb+srv://`. So if you are using an srv connection string to connect to [MongoDB Atlas](https://www.mongodb.com/cloud/atlas), SSL is enabled by default.
The `tls` option defaults to `false` for connection strings that start with `mongodb://`. However,
the `tls` option defaults to `true` for connection strings that start with `mongodb+srv://`. So if you are using an srv connection string to connect to [MongoDB Atlas](https://www.mongodb.com/cloud/atlas), TLS/SSL is enabled by default.

If you try to connect to a MongoDB cluster that requires SSL without enabling the `ssl` option, `mongoose.connect()`
will error out with the below error:
If you try to connect to a MongoDB cluster that requires TLS/SSL without enabling the `tls`/`ssl` option, `mongoose.connect()` will error out with the below error:

```no-highlight
MongooseServerSelectionError: connection <monitor> to 127.0.0.1:27017 closed
at NativeConnection.Connection.openUri (/node_modules/mongoose/lib/connection.js:800:32)
...
```

## SSL Validation
## TLS/SSL Validation

By default, Mongoose validates the SSL certificate against a [certificate authority](https://en.wikipedia.org/wiki/Certificate_authority) to ensure the SSL certificate is valid. To disable this validation, set the `sslValidate` option
to `false`.
By default, Mongoose validates the TLS/SSL certificate against a [certificate authority](https://en.wikipedia.org/wiki/Certificate_authority) to ensure the TLS/SSL certificate is valid. To disable this validation, set the `tlsAllowInvalidCertificates` (or `tlsInsecure`) option to `true`.

```javascript
mongoose.connect('mongodb://127.0.0.1:27017/test', {
ssl: true,
sslValidate: false
tls: true,
tlsAllowInvalidCertificates: true,
});
```

In most cases, you should not disable SSL validation in production. However, `sslValidate: false` is often helpful
for debugging SSL connection issues. If you can connect to MongoDB with `sslValidate: false`, but not with
`sslValidate: true`, then you can confirm Mongoose can connect to the server and the server is configured to use
SSL correctly, but there's some issue with the SSL certificate.
In most cases, you should not disable TLS/SSL validation in production. However, `tlsAllowInvalidCertificates: true` is often helpful
for debugging SSL connection issues. If you can connect to MongoDB with `tlsAllowInvalidCertificates: true`, but not with
`tlsAllowInvalidCertificates: false`, then you can confirm Mongoose can connect to the server and the server is configured to use
TLS/SSL correctly, but there's some issue with the certificate.

For example, a common issue is the below error message:

Expand All @@ -45,17 +43,14 @@ MongooseServerSelectionError: unable to verify the first certificate
```

This error is often caused by [self-signed MongoDB certificates](https://medium.com/@rajanmaharjan/secure-your-mongodb-connections-ssl-tls-92e2addb3c89) or other situations where the certificate sent by the MongoDB
server is not registered with an established certificate authority. The solution is to set the `sslCA` option, which essentially sets a list of allowed SSL certificates.
server is not registered with an established certificate authority. The solution is to set the `tlsCAFile` option, which essentially sets a list of allowed SSL certificates.

```javascript
await mongoose.connect('mongodb://127.0.0.1:27017/test', {
ssl: true,
sslValidate: true,
tls: true,
// For example, see https://medium.com/@rajanmaharjan/secure-your-mongodb-connections-ssl-tls-92e2addb3c89
// for where the `rootCA.pem` file comes from.
// Please note that, in Mongoose >= 5.8.3, `sslCA` needs to be
// the **path to** the CA file, **not** the contents of the CA file
sslCA: `${__dirname}/rootCA.pem`
tlsCAFile: `${__dirname}/rootCA.pem`,
});
```

Expand All @@ -66,7 +61,7 @@ MongooseServerSelectionError: Hostname/IP does not match certificate's altnames:
```

The SSL certificate's [common name](https://knowledge.digicert.com/solution/SO7239.html) **must** line up with the host name
in your connection string. If the SSL certificate is for `hostname2.mydomain.com`, your connection string must connect to `hostname2.mydomain.com`, not any other hostname or IP address that may be equivalent to `hostname2.mydomain.com`. For replica sets, this also means that the SSL certificate's common name must line up with the [machine's `hostname`](../connections.html#replicaset-hostnames).
in your connection string. If the SSL certificate is for `hostname2.mydomain.com`, your connection string must connect to `hostname2.mydomain.com`, not any other hostname or IP address that may be equivalent to `hostname2.mydomain.com`. For replica sets, this also means that the SSL certificate's common name must line up with the [machine's `hostname`](../connections.html#replicaset-hostnames). To disable this validation, set the `tlsAllowInvalidHostnames` option to `true`.

## X.509 Authentication

Expand All @@ -76,39 +71,38 @@ If you're using [X.509 authentication](https://www.mongodb.com/docs/drivers/node
// Do this:
const username = 'myusername';
await mongoose.connect(`mongodb://${encodeURIComponent(username)}@127.0.0.1:27017/test`, {
ssl: true,
sslValidate: true,
sslCA: `${__dirname}/rootCA.pem`,
authMechanism: 'MONGODB-X509'
tls: true,
tlsCAFile: `${__dirname}/rootCA.pem`,
authMechanism: 'MONGODB-X509',
});

// Not this:
await mongoose.connect('mongodb://127.0.0.1:27017/test', {
ssl: true,
sslValidate: true,
sslCA: `${__dirname}/rootCA.pem`,
tls: true,
tlsCAFile: `${__dirname}/rootCA.pem`,
authMechanism: 'MONGODB-X509',
auth: { username }
auth: { username },
});
```

## X.509 Authentication with MongoDB Atlas

With MongoDB Atlas, X.509 certificates are not Root CA certificates and will not work with the `sslCA` parameter as self-signed certificates would. If the `sslCA` parameter is used an error similar to the following would be raised:
With MongoDB Atlas, X.509 certificates are not Root CA certificates and will not work with the `tlsCAFile` parameter as self-signed certificates would. If the `tlsCAFile` parameter is used an error similar to the following would be raised:

```no-highlight
MongoServerSelectionError: unable to get local issuer certificate
```

To connect to a MongoDB Atlas cluster using X.509 authentication the correct option to set is `tlsCertificateKeyFile`. The connection string already specifies the `authSource` and `authMechanism`, and the DNS `TXT` record would supply the parameter and value for `sslValidate`, however they're included below as `connect()` options for completeness:
To connect to a MongoDB Atlas cluster using X.509 authentication the correct option to set is `tlsCertificateKeyFile`. The connection string already specifies the `authSource` and `authMechanism`, however they're included below as `connect()` options for completeness:

```javascript
const url = 'mongodb+srv://xyz.mongodb.net/test?authSource=%24external&authMechanism=MONGODB-X509';
await mongoose.connect(url, {
sslValidate: true,
tls: true,
// location of a local .pem file that contains both the client's certificate and key
tlsCertificateKeyFile: '/path/to/certificate.pem',
authMechanism: 'MONGODB-X509',
authSource: '$external'
authSource: '$external',
});
```

Expand Down