MySQL Upgrade from 8.0.4 to 8.4.x (Ubuntu)
This article provides step-by-step instructions to upgrade MySQL from version 8.0.4 to 8.4.x. It covers prerequisites, pre-upgrade checks, installation steps, post-upgrade validations, and rollback procedures to ensure a safe and production-ready upgrade.
Prerequisites
OS Compatibility
Confirm the operating system supports MySQL 8.4.
Recommended: Ubuntu 22.04 LTS or later.
Check OS version:
cat /etc/os-release
System Requirements
Disk space: Sufficient for backups and rollback
Memory: Minimum 16 GB RAM
Access: Root or sudo privileges
Pre-Upgrade Checks
Backup
Logical backup:
mysqldump -u root -p ovaledgedb > /home/ubuntu/mysql_backup/ovaledgedb_backup.sqlEnsure you use the correct schema.

Physical backup (recommended):
Use Percona XtraBackup or filesystem-level copy.
Backup configuration files:
sudo cp /etc/mysql/mysql.conf.d/mysqld.cnf /home/ubuntu/mysql_backup/ sudo cp -a /var/lib/mysql /home/ubuntu/mysql_backup/
Collect Pre-Upgrade Database Information
Database size query:
SELECT table_schema AS "Database Name", ROUND(SUM(data_length + index_length) / 1024 / 1024, 1) AS "DB Size (MB)" FROM information_schema.tables GROUP BY table_schema;
Row count query: [Download Query File]

Save query outputs for post-upgrade validation.
Upgrade Execution
Stop MySQL Service

Download MySQL APT Repository
Update package manager repo i,e, using deb packages for ubuntu.

Update Repository Update the deb packages as shown below.
Select the highlighted package below and hit Enter.

Select MySQL 8.4 LTS when prompted.

Confirm selections and continue.

Finally you will get below screen,

Update Packages Update the apt package repository.

Upgrade MySQL Server Run the following command to upgrade the MySQL server:

Update Configuration Open the MySQL configuration file:
Add:

Save file and restart MySQL

Verify Version

Post-Upgrade Validations
Database Size Verification

Compare with pre-upgrade values.
Update MySQL Parameters Edit
/etc/mysql/mysql.conf.d/mysqld.cnfand add:
Adjust values based on instance size. Restart MySQL:

Update OvalEdge User Password
Check Logs

Once validations are complete, point the OvalEdge application to MySQL 8.4.
Rollback Plan (If Needed)
Back up MySQL configuration and data directory:

Stop MySQL service.
Reinstall MySQL 8.0.4.
Restore data from backups.
Additional Information
Test MySQL 8.4 installation in a separate folder before applying in production.
Example: MySQL 8.4.4 installation in a separate folder on Ubuntu.
Copyright © 2025, OvalEdge LLC, Peachtree Corners, GA, USA.
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