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The Northwestern Mutual Life Insurance Company – Milwaukee, WI
A MongoDB Journey.....
Kurt Schwanz
Liz Kegel
10.28.2019
Itinerary
WHO IS NORTHWESTERN MUTUAL AND CONTENT SERVICES
APPLICATION OVERVIEW
OUR JOURNEY TO ATLAS
INSIGHTS
Q&A
2
3
Show of Hands
Who is Northwestern Mutual?
4
Revenue $28.5 billion
#104 on FORTUNE 500
9,000+ Financial
Professionals
5,900+ Employees
Headquartered in
Milwaukee, Wisconsin
Begun in 1857, Northwestern Mutual
is a Fortune 500 company
with more than 4.5M clients.
Figures as of Dec. 31, 2018, unless otherwise noted
Investing In Innovation
Northwestern Mutual Data Science
Institute - a $40 million partnership
to attract and develop talent
and advance the power of data
Who Are We?
7
• Support multiple tools and content
repositories.
– 500M+ Documents under management
– 50+ Business Areas
– 1M+ users when we include our field
representatives and clients
• Follow a DevOps practice where we
support the full stack of our applications.
8
Content Services
TO BE THE “GO-TO” SOURCE FOR
HOW THE COMPANY INTERACTS
WITH ITS CONTENT
THE DIGITAL WORKPLACE - CONTENT SERVICES
The Journey Begins
“The journey of a thousand miles starts with a single step.” -Lau Tzu
9
10
A Quest for Consolidation
Pain points:
• Performance
• Silos / User Experience
• Scalability
11
What is Access Content Anywhere (ACA)
Central Hub
Secure & Compliant
Content Life Cycle
Collaboration
• Build or Buy?
• Researched solutions led to the selection of
Nuxeo 3rd party framework and choice of
MongoDB.
– Schema flexibility
– Scalability
• Direction to move to the cloud aided by digital
transformation.
12
The Fork in the Road..
13
Access Content Anywhere – Conceptual Overview
Applications
Cloud Object
Business
Document Stores
On Premise
Business
Document Stores
Third Party
Business
Document Stores
Access Content Anywhere Platform
Search Retrieve Add Update
14
The Landscape
Technology Transformation and ”Re-tooling”
brought new ways of working and challenges
to the team.
• Navigating digital transformation
across the organization.
• IaaS pattern
• Deploying infrastructure as code was new to
the team and company.
• Needed to learn, deploy, and become proficient
with the new ACA Platform.
15
The Journey Ahead
Destination 1
Self-Managed
MongoDB
Destination 2
Interim
Final
Destination
Atlas
16
And We Are Off!
Destination 1
Self -Managed
MongoDB
17
Leg 1 of the Journey – MongoDB IaaS Deployment
ACA Platform
MongoDB
Supporting
Components
Content Application Platform
Ops Manager
Number of VMs
4 OpsMgr x 2 env = 8
TOTAL support hrs per
quarter = 100
TOTAL = 20
TestDev Stage ProdNon-Prod Prod
3 MongoDB x 4 env = 12
+
5 hours per VM
x
• Allow time for organizational change.
• Self-Managed MongoDB requires tuning and you
need to have the right resources.
• Implement SSL from the start. Retro-fitting is
trickier.
• Validating your backup and restore process and
failover is crucial.
• Leverage MongoDB Professional Services.
18
Leg 1 – Self Managed
MongoDB - Insights
19
The Journey Continues
Destination 1
Self-Managed
MongoDB
Destination 2
Interim
Final
Destination
Atlas
Enterprise
Data Services
20
Leg 2 of the Journey – MongoDB OpsMgr Data as a Service Transition
ACA Platform – Content Services
MongoDB
Supporting
Components
Content Application Platform
Ops
Manager
Number of VMs
Dev Test Stage Prod
TOTAL = 12
3 MongoDB x 4 env = 12
0 OpsMgr x 2 env = 0
+
5 hours per VM
x
TOTAL support hrs. per
quarter = 60
• If you have a centralized data services function
leverage it.
• It can take time for organizations to accept NoSQL
databases and be willing to bring under a shared
services model.
• Moving from one OpsMgr to another is relatively
simple.
21
Leg 2 - Interim State -
Insights
22
Are We There Yet?
Destination 1
Self-Managed
MongoDB
Destination 2
Interim
Final
Destination
Atlas
ATLAS....T
The Fellowship of the Ring
23
• Decision coincided with an upgrade of the 3rd party
Content Services framework requiring a newer version
of MongoDB.
• SaaS solutions were becoming accepted.
• DevOps team could focus on new development instead
of support.
• Support for multiple Availability Zones and improved
backup and restore capabilities.
• MongoDB had earned our trust.
24
Why Atlas
z
ATLAS
25
Leg 3 of the Journey – Fully Implemented Atlas
ACA Platform – Content Services
MongoDB
Supporting
Components
Content Application
Platform
TOTAL support hours
per quarter = 0
Number of VMs
0
26
How Did We Get There?
MongoMirror was used to migrate our existing data to
Atlas
• Set up options were straightforward
• Fear and trepidation were unfounded
• Very pleased with the speed of the migration
– 63 Million documents, 81 GB database took 3.5 hours
• Thanks to oplog-tail feature, no downtime was
experienced.
Performance Testing
• Response times were the same (and better for some
tests) than our IaaS infrastructure.
Authentication
• LDAP was not an option for our enterprise
• Needed to work through and document
acceptable compensating controls.
• Waiting for MongoDB to release Federated
Identity Management and SSO!
Internal Constraints
• Security reviews and sign-off took longer than
anticipated.
27
Speed Bumps Are Unavoidable
Understand your enterprise security posture before
jumping in.
• Know your data classifications and applicable
regulations
• Understand your firewall considerations
and permissions
• Authentication
Mongo-Mirror is your friend for data migration!
Performance Testing is a given.
Leverage MongoDB Support with questions.
28
Leg 3 – MongoDB Atlas
Insights
29
You Have Arrived at Your Final Destination
Destination 1
Self-Managed
MongoDB
Destination 2
Interim
Final
Destination
Atlas
As One Journey Ends...
A New One Begins
The Fellowship of the Ring
30
• Is your organization open to managed
database offerings?
• Do you have the skill sets and capacity
in house to self-support MongoDB?
• Do you have a need for multiple
Availability Zone coverage for your data
and backups?
• Organizational change takes time.
• Mongo Mirror is your friend.
• Leverage MongoDB Support
31
Souvenirs
Questions?
32

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MongoDB .local Chicago 2019: A MongoDB Journey: Moving from a relational database to MongoDB Atlas

  • 1. The Northwestern Mutual Life Insurance Company – Milwaukee, WI A MongoDB Journey..... Kurt Schwanz Liz Kegel 10.28.2019
  • 2. Itinerary WHO IS NORTHWESTERN MUTUAL AND CONTENT SERVICES APPLICATION OVERVIEW OUR JOURNEY TO ATLAS INSIGHTS Q&A 2
  • 5. Revenue $28.5 billion #104 on FORTUNE 500 9,000+ Financial Professionals 5,900+ Employees Headquartered in Milwaukee, Wisconsin Begun in 1857, Northwestern Mutual is a Fortune 500 company with more than 4.5M clients. Figures as of Dec. 31, 2018, unless otherwise noted
  • 6. Investing In Innovation Northwestern Mutual Data Science Institute - a $40 million partnership to attract and develop talent and advance the power of data
  • 8. • Support multiple tools and content repositories. – 500M+ Documents under management – 50+ Business Areas – 1M+ users when we include our field representatives and clients • Follow a DevOps practice where we support the full stack of our applications. 8 Content Services TO BE THE “GO-TO” SOURCE FOR HOW THE COMPANY INTERACTS WITH ITS CONTENT THE DIGITAL WORKPLACE - CONTENT SERVICES
  • 9. The Journey Begins “The journey of a thousand miles starts with a single step.” -Lau Tzu 9
  • 10. 10 A Quest for Consolidation Pain points: • Performance • Silos / User Experience • Scalability
  • 11. 11 What is Access Content Anywhere (ACA) Central Hub Secure & Compliant Content Life Cycle Collaboration
  • 12. • Build or Buy? • Researched solutions led to the selection of Nuxeo 3rd party framework and choice of MongoDB. – Schema flexibility – Scalability • Direction to move to the cloud aided by digital transformation. 12 The Fork in the Road..
  • 13. 13 Access Content Anywhere – Conceptual Overview Applications Cloud Object Business Document Stores On Premise Business Document Stores Third Party Business Document Stores Access Content Anywhere Platform Search Retrieve Add Update
  • 14. 14 The Landscape Technology Transformation and ”Re-tooling” brought new ways of working and challenges to the team. • Navigating digital transformation across the organization. • IaaS pattern • Deploying infrastructure as code was new to the team and company. • Needed to learn, deploy, and become proficient with the new ACA Platform.
  • 15. 15 The Journey Ahead Destination 1 Self-Managed MongoDB Destination 2 Interim Final Destination Atlas
  • 16. 16 And We Are Off! Destination 1 Self -Managed MongoDB
  • 17. 17 Leg 1 of the Journey – MongoDB IaaS Deployment ACA Platform MongoDB Supporting Components Content Application Platform Ops Manager Number of VMs 4 OpsMgr x 2 env = 8 TOTAL support hrs per quarter = 100 TOTAL = 20 TestDev Stage ProdNon-Prod Prod 3 MongoDB x 4 env = 12 + 5 hours per VM x
  • 18. • Allow time for organizational change. • Self-Managed MongoDB requires tuning and you need to have the right resources. • Implement SSL from the start. Retro-fitting is trickier. • Validating your backup and restore process and failover is crucial. • Leverage MongoDB Professional Services. 18 Leg 1 – Self Managed MongoDB - Insights
  • 19. 19 The Journey Continues Destination 1 Self-Managed MongoDB Destination 2 Interim Final Destination Atlas
  • 20. Enterprise Data Services 20 Leg 2 of the Journey – MongoDB OpsMgr Data as a Service Transition ACA Platform – Content Services MongoDB Supporting Components Content Application Platform Ops Manager Number of VMs Dev Test Stage Prod TOTAL = 12 3 MongoDB x 4 env = 12 0 OpsMgr x 2 env = 0 + 5 hours per VM x TOTAL support hrs. per quarter = 60
  • 21. • If you have a centralized data services function leverage it. • It can take time for organizations to accept NoSQL databases and be willing to bring under a shared services model. • Moving from one OpsMgr to another is relatively simple. 21 Leg 2 - Interim State - Insights
  • 22. 22 Are We There Yet? Destination 1 Self-Managed MongoDB Destination 2 Interim Final Destination Atlas
  • 24. • Decision coincided with an upgrade of the 3rd party Content Services framework requiring a newer version of MongoDB. • SaaS solutions were becoming accepted. • DevOps team could focus on new development instead of support. • Support for multiple Availability Zones and improved backup and restore capabilities. • MongoDB had earned our trust. 24 Why Atlas
  • 25. z ATLAS 25 Leg 3 of the Journey – Fully Implemented Atlas ACA Platform – Content Services MongoDB Supporting Components Content Application Platform TOTAL support hours per quarter = 0 Number of VMs 0
  • 26. 26 How Did We Get There? MongoMirror was used to migrate our existing data to Atlas • Set up options were straightforward • Fear and trepidation were unfounded • Very pleased with the speed of the migration – 63 Million documents, 81 GB database took 3.5 hours • Thanks to oplog-tail feature, no downtime was experienced. Performance Testing • Response times were the same (and better for some tests) than our IaaS infrastructure.
  • 27. Authentication • LDAP was not an option for our enterprise • Needed to work through and document acceptable compensating controls. • Waiting for MongoDB to release Federated Identity Management and SSO! Internal Constraints • Security reviews and sign-off took longer than anticipated. 27 Speed Bumps Are Unavoidable
  • 28. Understand your enterprise security posture before jumping in. • Know your data classifications and applicable regulations • Understand your firewall considerations and permissions • Authentication Mongo-Mirror is your friend for data migration! Performance Testing is a given. Leverage MongoDB Support with questions. 28 Leg 3 – MongoDB Atlas Insights
  • 29. 29 You Have Arrived at Your Final Destination Destination 1 Self-Managed MongoDB Destination 2 Interim Final Destination Atlas
  • 30. As One Journey Ends... A New One Begins The Fellowship of the Ring 30
  • 31. • Is your organization open to managed database offerings? • Do you have the skill sets and capacity in house to self-support MongoDB? • Do you have a need for multiple Availability Zone coverage for your data and backups? • Organizational change takes time. • Mongo Mirror is your friend. • Leverage MongoDB Support 31 Souvenirs