Atlas Search Success Checklist

CUSTOMER SUCCESS

Kicking off an Atlas Search project? Here’s a list of tasks you’ll want to complete as your project takes shape.

Your Customer Success team has prepared this short checklist of things to consider in anticipation of your Search project, with links to helpful documentation.

Reviewing these items will help make sure your Search project goes smoothly - without any unexpected surprises.


Planning
Start practicing with Atlas Search in the Search Playground.

Check out this companion doc to learn how to make full use of the Search Playground.

☐ Review this Data Modeling for Search primer to learn how to best model your data.

☐ Check out the Atlas Search Toolkit - a one-stop-shop for helpful onboarding resources.


Setting Up
☐ Add Dedicated Search Nodes to your Atlas Cluster.

Learn more about how to configure Search Nodes here.

☐ Create your Atlas Search Index using this how-to guide.

Do note that dynamic mapping on all document fields increases disk usage and might reduce performance.


Testing
☐ Create and run your first Atlas Search Queries.

Read this document for guidance on how to best do it.

☐ If you're planning on using more than one Operator in a single query, remember to follow the syntax for each must, mustNot, should, and filter clause.

Learn more about these terms here. And remember, it's not uncommon to struggle with this the first time, so lean on support for assistance!

☐ Test your queries & review your Explain Plan.


Performance Tuning
☐ Read these docs on how you can improve your Search Performance.

If you need help tuning performance for your use case, feel free to open a case with our Technical Support team - they're there to help!


Monitoring
☐ Create your Atlas Search Alerts.
☐ Review your Atlas Search Metrics.


Post Go-Live
☐ Measure Search relevancy and refine your queries.

Learn how to gauge Search Relevancy in this article.