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.sql

    Ensure 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

  sudo systemctl stop mysql

  
• Download MySQL APT Repository

• Update package manager repo i,e, using deb packages for ubuntu.

  cd
  wget https://dev.mysql.com/get/mysql-apt-config_0.8.33-1_all.deb

  
• Update Repository Update the deb packages as shown below.

  sudo dpkg -i mysql-apt-config_0.8.33-1_all.deb

  • 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.

  sudo apt update -y

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

  sudo apt-get install mysql-server

  
• Update Configuration Open the MySQL configuration file:

  sudo vi /etc/mysql/mysql.conf.d/mysqld.cnf

  Add:

  mysql_native_password=ON

  

  Save file and restart MySQL

  sudo systemctl restart mysql

  
• Verify Version

  mysql --version

  

Post-Upgrade Validations

• Row Count Verification

  mysql -u root -p

  Run [Row Count Query] and compare results with pre-upgrade counts.

  
• Database Size Verification

  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;

  

  Compare with pre-upgrade values.

• Update MySQL Parameters Edit /etc/mysql/mysql.conf.d/mysqld.cnf and add:

  max_binlog_size=1GB
  binlog_expire_logs_seconds=2592000
  group_concat_max_len=50000
  max_connections=600
  innodb_buffer_pool_size=10GB
  max_allowed_packet=1G
  bind-address=0.0.0.0

  

  Adjust values based on instance size. Restart MySQL:

  sudo systemctl restart mysql

  
• Update OvalEdge User Password

  ALTER USER 'ovaledge'@'localhost' IDENTIFIED BY '<Password>';
  ALTER USER 'ovaledge'@'%' IDENTIFIED BY '<Password>';
  FLUSH PRIVILEGES;

• Check Logs

  tail -n 100 /var/log/mysql/error.log

  
• Once validations are complete, point the OvalEdge application to MySQL 8.4.

Rollback Plan (If Needed)

• Back up MySQL configuration and data directory:

  sudo cp /etc/mysql/mysql.conf.d/mysqld.cnf /home/ubuntu/mysql8.4_backup/
  sudo cp -a /var/lib/mysql /home/ubuntu/mysql8.4_backup/

  
• 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.

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