How to upgrade a MySQL server to a newer version?
Aug 03, 2025 am 09:04 AMCheck compatibility with OS, applications, and features; 2. Back up all data, configs, and logs; 3. Choose upgrade method (package manager, MySQL Installer, or manual); 4. Run post-upgrade checks and tests; 5. Resolve issues like authentication plugins or deprecated options. Always back up, test first, and follow official release notes to avoid downtime.
Upgrading a MySQL server to a newer version requires careful planning to avoid data loss or downtime. Here’s a practical guide to help you do it safely and effectively.

1. Check Compatibility and Requirements
Before upgrading, make sure the target MySQL version is compatible with your current setup:
- Operating system: Confirm the new MySQL version supports your OS.
-
Application compatibility: Some applications may not work with newer MySQL versions due to deprecated features (e.g., removal of the
mysql
command-line tool in some distributions, changes in default authentication plugins likecaching_sha2_password
). - Storage engines and features: Verify that any features or engines you rely on (like InnoDB, MyISAM, or replication settings) are still supported.
? Tip: Review the MySQL official documentation for "added, deprecated, or removed features" in the version you're targeting.

2. Backup Your Data (Essential!)
Always create a full backup before starting:
mysqldump -u root -p --all-databases --single-transaction > full_backup.sql
Also, back up:

- Configuration files (
my.cnf
ormy.ini
) - SSL certificates and keys
- Binary logs (if using replication)
Store backups in a secure, separate location.
3. Choose the Right Upgrade Method
The method depends on your OS and how MySQL was installed.
On Linux (using package manager)
If you're using a supported distribution (e.g., Ubuntu, CentOS, RHEL):
For minor version upgrades (e.g., 8.0.28 → 8.0.34):
sudo apt update && sudo apt upgrade mysql-server # Debian/Ubuntu sudo yum update mysql-server # CentOS/RHEL (older) sudo dnf update mysql-server # RHEL/Fedora (newer)
For major version upgrades (e.g., 5.7 → 8.0):
- You often need to enable a new repository or use the MySQL APT/YUM repository.
- Example for Ubuntu:
- Download and install the MySQL APT config package from Oracle.
- Select the target version in the configuration tool.
- Run:
sudo apt update sudo apt install mysql-server
- The installer will guide you through the upgrade process.
On Windows
- Use the MySQL Installer for Windows.
- Launch it and choose "Upgrade MySQL" — it detects current installations and offers available updates.
- Follow the wizard; it handles service shutdown, file replacement, and post-upgrade tasks.
Manual Upgrade (from binaries or tarballs)
Only recommended for advanced users:
- Stop the MySQL server.
- Replace binaries with the new version.
- Ensure data directory permissions are correct.
- Start the server and run
mysql_upgrade
(deprecated in 8.0.16 , replaced by automatic checks).
4. Run Post-Upgrade Tasks
After the upgrade completes:
Check the error log for warnings or errors.
Verify the version:
SELECT VERSION();
Update system tables (if needed — usually automatic in MySQL 8.0 ).
Re-run mysql_upgrade equivalent tasks:
- In MySQL 8.0 , the server checks and upgrades system tables automatically on startup.
- If you see messages about tables needing repair, run:
mysqlcheck -u root -p --auto-repair --check-upgrade --all-databases
Test your applications:
- Ensure apps can connect.
- Watch for authentication issues (e.g., old clients failing due to
caching_sha2_password
). - Adjust
default_authentication_plugin
inmy.cnf
if needed.
5. Handle Common Issues
Authentication plugin errors:
- If apps can’t log in, consider altering the user:
ALTER USER 'username'@'localhost' IDENTIFIED WITH mysql_native_password BY 'password';
- Or configure the server to use
mysql_native_password
as default (not recommended long-term).
- If apps can’t log in, consider altering the user:
Deprecated options in my.cnf:
- Remove or replace outdated configuration directives (e.g.,
query_cache_type
is deprecated in 8.0).
- Remove or replace outdated configuration directives (e.g.,
Replication breakage:
- Upgrade slaves before the master if possible.
- Check replication threads after upgrade:
SHOW SLAVE STATUS\G
Basically, upgrade carefully, back up everything, test in a staging environment first if possible, and always read the release notes. The process isn’t overly complex, but skipping steps can lead to downtime.
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