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Add MongoDB migration solution bundles to bundle matrix#143

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Add MongoDB migration solution bundles to bundle matrix#143
brianamarie wants to merge 6 commits into
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mongo-migration-bundles

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@brianamarie brianamarie commented May 20, 2026

Summary

  • Add three MongoDB migration solution bundles to the canonical matrix in offerings/solution-bundles/messaging.md: Migration Planning Jumpstart, Full Migration, and Migration Modernization.
  • Document matrix-only structure in offerings/solution-bundles/README.md so all bundles follow the same pattern (buyer moment, outcomes, inclusions in one table; scope and PS module detail stays in commercial systems such as the PS Scope Book).

Test plan

  • Review bundle names, day counts, and Support/TAM packaging with PS and commercial.
  • Confirm matrix copy is sufficient for field/sales use without a separate PRD file in repo.
  • Spot-check terminology (Percona ClusterSync for MongoDB, Percona Server for MongoDB, Advanced Support, Expert Support).
  • Optional: link from products/mongodb/messaging.md if we want stronger cross-propagation (not included in this PR).

Made with Cursor

Includes consolidated changes from #132

Document three Atlas and enterprise-exit packages (planning
Jumpstart, full migration, modernization) in the canonical
bundle matrix and clarify matrix-only structure in README.

Co-authored-by: Cursor <cursoragent@cursor.com>
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github-actions Bot commented May 20, 2026

New File Governance Check

No added markdown files detected.

Doc Coverage Check

No new markdown docs detected.

Duplicate Detector

  • Changed markdown docs: 4

No significant overlap detected.

Manual waiver commands (maintainers)

  • /governance-ok all or /governance-all
  • /governance-ok new-file, /governance-ok doc-coverage, /governance-ok duplicate
  • /governance-reset all or /governance-reset with the same token

Waiver JSON is stored in a hidden PR comment (messaging-governance-waiver-data:v1), same pattern as Impact Check.


Triggered by pull_request. Workflow content-governance-checks.yml. Docs: AUTOMATION.md, automation/README.md.

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github-actions Bot commented May 20, 2026

Messaging Smart Suggestions

File Why impacted Claim Confidence
reference/canonical-naming.md License and open source positioning changes are cross-cutting. cost 0.95
reference/banned-terms.md License and open source positioning changes are cross-cutting. cost 0.95
framework/core-positioning.md License and open source positioning changes are cross-cutting. cost 0.95
framework/why-percona.md License and open source positioning changes are cross-cutting. cost 0.95
offerings/expert-support.md License and open source positioning changes are cross-cutting. cost 0.95
offerings/expertops.md License and open source positioning changes are cross-cutting. cost 0.95
offerings/expert-consulting.md License and open source positioning changes are cross-cutting. cost 0.95
offerings/expert-support.md Offering naming updates should stay aligned across offering pages. cost 0.95
offerings/expertops.md Offering naming updates should stay aligned across offering pages. cost 0.95
offerings/expert-consulting.md Offering naming updates should stay aligned across offering pages. cost 0.95
reference/canonical-naming.md Offering naming updates should stay aligned across offering pages. cost 0.95
framework/core-positioning.md Offering naming updates should stay aligned across offering pages. cost 0.95
framework/core-positioning.md Product messaging modules often need checks against company framing and shared pillars or offerings. cost 0.95
framework/why-percona.md Product messaging modules often need checks against company framing and shared pillars or offerings. cost 0.95

Only auto-apply suggestions at high confidence with reviewer approval.


Triggered by pull_request. Workflow smart-suggestions.yml. Docs: AUTOMATION.md, automation/README.md.

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github-actions Bot commented May 20, 2026

Messaging Impact Check

  • Changed files: 4

licensing-or-open-source-claims (BLOCKING)

License and open source positioning changes are cross-cutting.

Required review files:

  • reference/canonical-naming.md
  • reference/banned-terms.md
  • framework/core-positioning.md
  • framework/why-percona.md
  • offerings/expert-support.md
  • offerings/expertops.md
  • offerings/expert-consulting.md

Suggested additional scan:

  • use-cases-value-pillars/*.md
  • products/**/messaging.md

offering-name-or-tier-change (WARN)

Offering naming updates should stay aligned across offering pages.

Required review files:

  • offerings/expert-support.md
  • offerings/expertops.md
  • offerings/expert-consulting.md
  • reference/canonical-naming.md
  • framework/core-positioning.md

Suggested additional scan:

  • products/**/messaging.md
  • use-cases-value-pillars/*.md

product-messaging-module-touch (WARN)

Product messaging modules often need checks against company framing and shared pillars or offerings.

Required review files:

  • framework/core-positioning.md
  • framework/why-percona.md

Suggested additional scan:

  • use-cases-value-pillars/*.md
  • offerings/*.md

Manual waiver commands (maintainers):

  • /impact-ok all (optional same-line note after all is ignored)
  • /impact-all (same as /impact-ok all)
  • /impact-ok <exact missing path>
  • /impact-reset all
  • /impact-reset <exact missing path>

Waiver state is stored in <!-- messaging-impact-waiver-data:v1 -->.


Triggered by pull_request. Workflow impact-check.yml. Docs: AUTOMATION.md, automation/README.md.

andrey-glazkov
andrey-glazkov previously approved these changes May 24, 2026
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Looks good to me.

Co-authored-by: Cursor <cursoragent@cursor.com>
@brianamarie
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Small consolidation only, no scope expansion beyond the two original PRs.

@brianamarie brianamarie added Content & messaging Canonical copy, products, use cases, case studies, and narrative. Area: MongoDB MongoDB ecosystem messaging (products/mongodb/). Needs: product or GTM Product, marketing, or GTM should confirm scope, naming, or positioning. labels May 27, 2026
Comment thread products/mongodb/messaging.md Outdated
- Operational complexity: Scaling and maintaining HA/DR clusters consumes significant DBA effort. Percona Server for MongoDB includes in-memory storage engine support and file copy-based initial sync, reducing recovery times and operational overhead. The Percona Kubernetes Operator for MongoDB and Percona Backup for MongoDB automate deployment, backups, and failover, while ExpertOps ensures predictable uptime and capacity planning. [Percona Backup for MongoDB 2.13.0 (2026-03-03)](https://docs.percona.com/percona-backup-mongodb/release-notes/2.13.0.html) strengthens backup operations with Workload Identity Federation for GCS (no long-lived service account keys), selective backups that include users and roles, and uninterrupted PITR during logical backups on external storage profiles. Together, these changes reduce security exposure and improve restore reliability for regulated and multi-storage environments.
- Faster recovery and replica sync: Scaling and maintaining HA/DR clusters consumes significant DBA effort when rebuilds and catch-up lag. Percona Server for MongoDB includes in-memory storage engine support and file copy-based initial sync, reducing recovery times and operational overhead during scale-out and node replacement.
- Steadier LDAP authentication: For LDAP-backed authentication, Percona Server for MongoDB caches userToDNMapping lookups to reduce repeated directory round-trips during auth.
- Automated backup and failover: The Percona Kubernetes Operator for MongoDB and Percona Backup for MongoDB automate deployment, backups, and failover, while ExpertOps ensures predictable uptime and capacity planning. [Percona Backup for MongoDB 2.13.0 (2026-03-03)](https://docs.percona.com/percona-backup-mongodb/release-notes/2.13.0.html) strengthens backup operations with Workload Identity Federation for GCS (no long-lived service account keys), selective backups that include users and roles, and uninterrupted PITR during logical backups on external storage profiles. Together, these changes reduce security exposure and improve restore reliability for regulated and multi-storage environments.
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@radoslawszulgo could you please review this bit?

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TBH - I don't like we here releate to the latest release of PBM. This will force us to updated it very often. And still - I don't get the releation of "Automation and relability" to the last release of PBM. I guess we'd need better to refer to general features of PBM that fit into this story.

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@radoslawszulgo My understanding is that the general features of PBM are for backup, which relates to reliability - do I have that wrong?

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That's correct. I refer here to the sentence that "Percona Backup for MongoDB 2.13.0 (2026-03-03) strenghtents backup operations with Workload Identity federation .... " -> I don't see that WIF relates to automated backup and failover easily - well - it's an automated authentication - but we have many automated auth integrations - not only Google WIF.

Comment thread products/mongodb/messaging.md Outdated

- Operational complexity: Scaling and maintaining HA/DR clusters consumes significant DBA effort. Percona Server for MongoDB includes in-memory storage engine support and file copy-based initial sync, reducing recovery times and operational overhead. The Percona Kubernetes Operator for MongoDB and Percona Backup for MongoDB automate deployment, backups, and failover, while ExpertOps ensures predictable uptime and capacity planning. [Percona Backup for MongoDB 2.13.0 (2026-03-03)](https://docs.percona.com/percona-backup-mongodb/release-notes/2.13.0.html) strengthens backup operations with Workload Identity Federation for GCS (no long-lived service account keys), selective backups that include users and roles, and uninterrupted PITR during logical backups on external storage profiles. Together, these changes reduce security exposure and improve restore reliability for regulated and multi-storage environments.
- Faster recovery and replica sync: Scaling and maintaining HA/DR clusters consumes significant DBA effort when rebuilds and catch-up lag. Percona Server for MongoDB includes in-memory storage engine support and file copy-based initial sync, reducing recovery times and operational overhead during scale-out and node replacement.
- Steadier LDAP authentication: For LDAP-backed authentication, Percona Server for MongoDB caches userToDNMapping lookups to reduce repeated directory round-trips during auth.
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for LDAP we have to highlight we're providing Long-term-support (LTS) for LDAP unlike MongoDB that deprecated LDAP and will remove LDAP with MongoDB 8.0 EOL.

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Good call out - adding to this PR in the product and use case

Comment thread products/mongodb/messaging.md Outdated
Comment thread products/mongodb/messaging.md Outdated
- Operational complexity: Scaling and maintaining HA/DR clusters consumes significant DBA effort. Percona Server for MongoDB includes in-memory storage engine support and file copy-based initial sync, reducing recovery times and operational overhead. The Percona Kubernetes Operator for MongoDB and Percona Backup for MongoDB automate deployment, backups, and failover, while ExpertOps ensures predictable uptime and capacity planning. [Percona Backup for MongoDB 2.13.0 (2026-03-03)](https://docs.percona.com/percona-backup-mongodb/release-notes/2.13.0.html) strengthens backup operations with Workload Identity Federation for GCS (no long-lived service account keys), selective backups that include users and roles, and uninterrupted PITR during logical backups on external storage profiles. Together, these changes reduce security exposure and improve restore reliability for regulated and multi-storage environments.
- Faster recovery and replica sync: Scaling and maintaining HA/DR clusters consumes significant DBA effort when rebuilds and catch-up lag. Percona Server for MongoDB includes in-memory storage engine support and file copy-based initial sync, reducing recovery times and operational overhead during scale-out and node replacement.
- Steadier LDAP authentication: For LDAP-backed authentication, Percona Server for MongoDB caches userToDNMapping lookups to reduce repeated directory round-trips during auth.
- Automated backup and failover: The Percona Kubernetes Operator for MongoDB and Percona Backup for MongoDB automate deployment, backups, and failover, while ExpertOps ensures predictable uptime and capacity planning. [Percona Backup for MongoDB 2.13.0 (2026-03-03)](https://docs.percona.com/percona-backup-mongodb/release-notes/2.13.0.html) strengthens backup operations with Workload Identity Federation for GCS (no long-lived service account keys), selective backups that include users and roles, and uninterrupted PITR during logical backups on external storage profiles. Together, these changes reduce security exposure and improve restore reliability for regulated and multi-storage environments.
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Suggested change
- Automated backup and failover: The Percona Kubernetes Operator for MongoDB and Percona Backup for MongoDB automate deployment, backups, and failover, while ExpertOps ensures predictable uptime and capacity planning. [Percona Backup for MongoDB 2.13.0 (2026-03-03)](https://docs.percona.com/percona-backup-mongodb/release-notes/2.13.0.html) strengthens backup operations with Workload Identity Federation for GCS (no long-lived service account keys), selective backups that include users and roles, and uninterrupted PITR during logical backups on external storage profiles. Together, these changes reduce security exposure and improve restore reliability for regulated and multi-storage environments.
- Feasible disaster recovery: Percona Kubernetes Operator for MongoDB and Percona Backup for MongoDB automate deployment, backups, and restore, while ExpertOps ensures predictable uptime and capacity planning. Logical, physical, snapshot-based and incremental backups with Point-In-Time Recovery cover all needs depending on the requirements to achieve lowest Recovery Time Objective nad Recovery Point Objective.

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@radoslawszulgo Is the backup/failover feature not automated?

brianamarie and others added 2 commits June 1, 2026 11:15
Co-authored-by: Radoslaw Szulgo <radoslaw.szulgo@percona.com>
Position Percona Server for MongoDB as the supported path for LDAP/AD
when upstream MongoDB deprecates directory auth, with product-level
proof on the MongoDB page and a matching security use case for field reuse.

Co-authored-by: Cursor <cursoragent@cursor.com>
@brianamarie brianamarie added the Inbound Inbound: ships, GTM, or external requests driving updates to canonical messaging in this repo. label Jun 4, 2026
Sync PR #143 with current main and resolve conflicts in MongoDB
product messaging and the security pillar page.

MongoDB messaging (products/mongodb/messaging.md):
- Keep main FIPS 140-3 and source-available encryption copy; fold PR
  LDAP continuity (deprecation context, long-term LDAP/AD, userToDNMapping)
  into SSC.
- Reorganize reliability: operational complexity vs automated backup and
  failover (evergreen PBM/Operator capabilities, no PBM 2.13.0 release
  pinning per review).
- Move platform migration to Optimized TCO; keep major-version upgrade
  under Performance with expert-led cutover framing.
- Remove forward-looking Vector Search / mongot copy.

Security pillar: keep main sovereignty framework and use cases; add
enterprise directory auth continuity use case from the PR branch.

Co-authored-by: Cursor <cursoragent@cursor.com>
- Lower migration effort and risk: [Percona ClusterSync for MongoDB](https://docs.percona.com/percona-clustersync-for-mongodb/) supports near-zero-downtime migration and controlled cutover to self-managed Percona Server for MongoDB or MongoDB Community with cluster-to-cluster synchronization. Expert Support and ExpertOps help teams plan cutover timing and validation per [supported deployments](https://docs.percona.com/percona-clustersync-for-mongodb/system-requirements.html). Document-level parallel replication and an async bulk-write pipeline handle up to 30,000 operations per second, depending on the cluster architecture and document size (e.g., 5 KB vs. 100 KB payloads). These improvements ensure shorter migration windows and reduce replication lag before cutover.
- Lower major-version upgrade risk: [Percona ClusterSync for MongoDB](https://docs.percona.com/percona-clustersync-for-mongodb/) supports cross-major-version replication and controlled cutover from [Percona ClusterSync for MongoDB 0.9.0 (2026-06-01)](https://docs.percona.com/percona-clustersync-for-mongodb/release-notes/0.9.0.html) across [supported upgrade paths](https://docs.percona.com/percona-clustersync-for-mongodb/system-requirements.html), including 6.x to 7.x, 6.x to 8.x, and 7.x to 8.x. Teams with an end-of-life 6.0.17+ version can upgrade to an actively supported release with reduced risk compared to a traditional upgrade.
- Operational complexity: Manual HA/DR operations create business risk as well as labor cost: slow or failed failovers, outages during scale-out or node replacement, and replication catch-up lag can interrupt revenue-critical workloads while consuming scarce DBA time. Percona Server for MongoDB includes in-memory storage engine support and file copy-based initial sync to shorten recovery and lighten day-two work so topology changes stay reliable.
- Automated backup and failover: The Percona Operator for MongoDB and [Percona Backup for MongoDB](https://docs.percona.com/percona-backup-mongodb/) automate deployment, backup schedules, and restore on infrastructure you control; ExpertOps supports predictable uptime and capacity planning. Percona Backup for MongoDB supports logical, physical, snapshot-based, and incremental backups with point-in-time recovery, so teams can align backup design with recovery time and recovery point objectives. The Operator handles HA and failover in Kubernetes, which cuts manual runbooks and strengthens restore confidence in regulated and multi-storage environments.
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@radoslawszulgo the auth bit is now removed from the backup and failover section (most recent commit also re-organized these a bit, there was a merge conflict)

**Adaptability for Emerging Workloads**

- Multi-environment operations: The Percona Operator for MongoDB automates provisioning and scaling across Kubernetes and multi-cloud environments, while PMM provides cross-cluster observability and performance analytics. Minsait migrated tier-one telecom workloads to Percona Server for MongoDB on Google Cloud using the Percona Operator, achieving significant cost savings and operational freedom across Kubernetes environments. [Percona Operator for MongoDB 1.22.0 (2026-02-25)](https://docs.percona.com/percona-operator-for-mongodb/RN/Kubernetes-Operator-for-PSMONGODB-RN1.22.0.html) adds automatic PVC resizing and restore remapping for clusters with different replica set names, plus native MinIO backup support for S3-compatible storage. These features reduce disk-capacity incidents, improve restore reliability across environment changes, and stabilize backup connectivity for common object stores. See the [Operator release index](https://docs.percona.com/percona-operator-for-mongodb/RN/index.html).
- Vector and full-text search readiness: Percona is preparing a MongoDB Vector Search stack based on upstream `mongot`, focused on packaging, orchestration, and observability for self-managed deployments (aligned to MongoDB 9.0 GA timing).
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Future looking, shouldn't have been merged in the first place so fixing now. @radoslawszulgo friendly reminder to please open an issue with future-looking info 😊

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Area: MongoDB MongoDB ecosystem messaging (products/mongodb/). Content & messaging Canonical copy, products, use cases, case studies, and narrative. Inbound Inbound: ships, GTM, or external requests driving updates to canonical messaging in this repo. Needs: product or GTM Product, marketing, or GTM should confirm scope, naming, or positioning.

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