Installing MySQL, MySQL Workbench, and MySQL

Shell
Tutorial: Installing MySQL, MySQL Workbench, and MySQL Shell

Topic Details
Overview In this tutorial, you will install the MySQL
database and the client tools MySQL
Workbench and MySQL Shell.
Key Concepts Install MySQL Database
Create a database user to connect to the
database
Create a database connection in MySQL
Workbench
Connect to the database using MySQL
Shell
Difficulty Beginner
Duration Approximately 60 minutes
Notes Students will require access to the
internet to download the installation
files. They will also need appropriate
permissions on their computers to install
the software.

This tutorial will demonstrate how to install the following software:

• MySQL Database Server – This tutorial uses the open-source Community edition.
• MySQL Workbench – a GUI tool for executing database queries and managing MySQL
instances.
• MySQL Shell – a command line interface for executing queries and managing MySQL
instances.

To install these tools on Windows, follow the instructions in Part 1.

To install these tools on Mac OS, follow the instructions in Part 2.

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Part 1 – Installing MySQL, MySQL Workbench, and MySQL Shell on Windows
Step 1: Download the Software
To download the software, go to this URL: https://dev.mysql.com/downloads/installer/ and
download the full installer.

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On the next page, click the ‘No thanks, just start my download’ link and, when prompted, save the
download file.

Step 2 – Start the Installation

Once the file download is complete, navigate to where the file was saved and double-click the file to
start the installation process.

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Step 3 – Select the Setup Type

Select the ‘Custom’ option on the first screen and click the ‘Next’ button.

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Step 4 – Choose Products to Install

On the ‘Select Products’ screen, select the options to install. In the ‘Available Products’ panel, do the
following:

• Under MySQL Servers  MySQL Server  MySQL Server 8.0, select the most recent
version of MySQL and click the right arrow (1) to move it to the ‘Products to be Installed’
panel.
• Under Applications MySQL Workbench  MySQL Workbench 8.0, select the most
recent version of MySQL Workbench and click the right arrow (1) to move it to the ‘Products
to be Installed’ panel.
• Under Applications  MySQL Shell  MySQL Shell 8.0, select the most recent version of
MySQL Shell and click the right arrow (1) to move it to the ‘Products to be Installed’ panel.

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While unlikely, it may be necessary, or preferred, to install MySQL to a path other than the default.
To use an installation path other than the default. Click each item in the right panel (1) and then
click ‘Advanced Options’ (2).

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In the pop-up window, specify the desired installation path. Note that MySQL Server has two paths.
One path is where the software will be installed. The other is where the data files will be saved.

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When the three items above have been completed and the ‘Products to be Installed’ contains the
three items, click the ‘Next’ button.

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Step 5 – Path Conflicts

If this is the first time MySQL is being installed, skip to step 6.

The following screen may be seen if MySQL had been installed previously, but the data directories
were not removed. Choose the path to use to install MySQL Server and MySQL Workbench. The
existing paths may be used.

Once the installation path has been provided, click the ‘Next’ button.

If the exiting paths are used, the following message will be seen when you click the ‘Next’ button.

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Confirm that the existing paths will be used.

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Step 6 – Execute the Installation

On the ‘Installation Screen’, the status for all three products will show ‘Ready to Install’. Click the
‘Execute’ button.

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When the status of all three products is ‘Complete’, click the ‘Next’ button to start configuring the
database server.

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Step 7 – Product Configuration

On the ‘Product Configuration’ screen, one product should be listed, MySQL Server, with a ‘Ready to
configure’ status. Click the ‘Next’ button.

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Step 8 – Configure the Type and Networking Options

Choose the 'Development Computer' Config Type on the ‘Type and Networking’ screen. Leave the
rest of the fields with the default values. Click the ‘Next’ button.

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Step 9 – Choose the Authentication Method

Choose the ‘Use Strong Password Encryption for Authentication’ option as the Authentication
Method and click ‘Next’.

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Step 10 – Root Password and User Creation

Provide a password for the root user on the ‘Accounts and Roles’ screen. This password should be
strong as this user has full access to any databases on the server. To avoid using the root user for
any development, create a new user by clicking the ‘Add User’ button.

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To create a new user, provide a username. In this example, the username is ‘my_user’.

Specify ‘localhost’ as the value for ‘Host’.

Select ‘DB Admin’ for the role.

Provide a strong password.

Click the ‘OK’ button.

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On the ‘Accounts and Roles’ screen, click the ‘Next’ button.

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Step 11 – Configure Windows Service Options

Accept all the default values on the ‘Windows Service’ screen and click the ‘Next’ button.

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Step 12 – Server File Permissions Options

Accept the default values on the ‘Server File Permissions’ screen and click the ‘Next’ button.

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Step 13 – Apply Configuration

Click the ‘Execute’ button on the ‘Apply Configuration’ screen to apply the configuration changes.

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When the configuration has been applied, click the ‘Finish’ button.

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Back on the ‘Product Configuration’ screen, the status should now be ‘Configuration Complete’.
Click the ‘Next’ button.

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Step 14 – Finalize Installation

On the ‘Installation Complete’ screen, keep the boxes checked to start MySQL Workbench and
MySQL Shell after setup. Click the ‘Finish’ button.

After the ‘Finish’ button is clicked, MySQL Workbench will open in a new window and MySQL Shell
will be started in a new command window. Keep these windows open as the connection to the
database will be tested using each of them.

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If MySQL Workbench needs to be opened again, press the Windows Key () and in the search box,
type ‘Workbench’. Click on the ‘MySQL Workbench 8.0 CE’ icon.

If MySQL Shell needs to be opened again, press the Windows key () and the ‘R’ key at the same
time. In the ‘Open:’ box, type cmd (1) and then click the ‘OK’ button (2).

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In the window that opens, type mysqlsh (1) and then press’ Enter’. A Welcome message will
appear (2) when MySQL Shell has started.

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Step 15 – Confirming User Access with MySQL Shell

Switch to the command window that would have opened to see that you are connected to MySQL
Shell.

To connect to the database, use the command:

\c my_user@localhost

The \c tells MySQL Shell to create a connection to a database. my_user is the username of the user
that was created earlier. The localhost is the domain address of the server.

Provide the password for the user (1) and press ‘Enter’.

There will be a prompt asking if MySQL Shell should save the password for the user. Press ‘y’ and
then enter to save the password.

Once connected, the command window will look similar to the image below.

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Step 16 – Configure MySQL Connection in MySQL Workbench

Switch over to the MySQL Workbench window to create a connection to the new server.

To create a new connection, click the + next to ‘MySQL Connections’.

In the window that pops up, provide a name for the connection and the user name of the user we
created earlier. Click the ‘Test connection’ button.

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When prompted, provide the password for the user and click ‘OK’. Select the checkbox next to ‘Save
password in vault’ to save the password.

Click the ‘OK’ button.

If the connection is successful, the following message will be displayed.

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The new connection will now be listed under ‘MySQL Connections’ on the main screen. To connect
to the database, click this connection.

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Part 2 – Installing MySQL, MySQL Workbench, and MySQL Shell on Mac OS
Step 1 – Download MySQL Server
To download MySQL Server for Mac, go to this URL: https://dev.mysql.com/downloads/mysql/
and choose the correct version for your hardware.

On the next page, click the ‘No thanks, just start my download’ link and, when prompted, save the
download file.

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Step 2 – Start the Installation
Once the file download is complete, navigate to where the file was saved and double-click the file to
start the installation process.

A Window will open with a file named something similar to mysql-8.0.xx.macosxx.xxx.pkg

Double-click this file to open the installer.

When the installer starts, there may be a prompt asking to allow the installer permission to proceed.
Click the ‘Allow’ button.

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Step 3 – Installer introduction
On the ‘Introduction’ screen, click the ‘Continue’ button.

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Step 4 – License Agreement
Read the software license agreement on the license screen and then click the ‘Continue’ button.

After clicking the ‘Continue’ button, a message about agreeing to the software license agreement
appears. Click the ‘Agree’ button.

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Step 5 – Installation Type

On the ‘Installation Type’ screen, there will be information about how much space the install will
need and where the software will be installed. If you want to change the installation location, click
the ‘Change Install Location’ button and choose a new location.

Click the ‘Install’ button.

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Step 6 – Configuration
Make sure the ‘Use strong password encryption’ option is selected on the configuration screen.
Click the ‘Next’ button.

On the next screen, enter a strong password for the root user. Ensure the ‘Start MySQL Server once
the installation is complete’ check box is selected. Click the ‘Finish’ button.

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Step 7 – Installation Summary
On the ‘Summary’ page, click the ‘Close’ button.

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Step 8 – Download MySQL Workbench
To download MySQL Workbench for Mac OS, go to the URL
https://dev.mysql.com/downloads/workbench/ and click the ‘Download’ button.

On the next page, click the ‘No thanks, just start my download’ link and, when prompted, save the
download file.

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Once the file is downloaded, double-click the file and a window similar to the one below will appear.
Click and drag the ‘MySQLWorkbench.app’ icon into the ‘Applications’ folder.

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Step 9 – Running MySQL Workbench
To open MySQL Workbench, simultaneously press the command key (⌘) and space to open
Spotlight. When the Spotlight search bar appears, start typing ‘workbench’. Select the
‘MySQLWorkbench.app’ icon.

A warning that MySQLWorkbench.app was downloaded from the Internet appears. Click the ‘Open’
button.

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Step 10 – Adding a Connection to MySQL
On the Welcome screen, click the plus icon next to the text ‘MySQL Connections’

In the ‘Setup New Connection’ window, give the connection a name, make sure the hostname is
‘127.0.0.1’, and add ‘root’ as the username.

Click the ‘Test Connection’ button.

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In the ‘Connect to MySQL Server’ window, enter the password specified in Step 6. You can
optionally specify MySQL Workbench to store the password in the keychain. Click the ‘Ok’ button to
test the connection.

A window with the following message will appear if the test is successful.

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Click the ‘OK' button on the ‘Setup Connection Screen’.

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Step 11 – Connecting the MySQL
Once the connection is created, click the connection box to connect to the installed MySQL server.

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Step 12 – Creating a New User
Once the connection is complete, a window similar to the image below will appear. Click the
‘Administration’ tab and then click the ‘Users and Privileges’ link.

The ‘Users and Privileges’ screen will appear in the right panel. Click the ‘Add Account’ button at the
bottom.

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In the window that pops up, enter the login name for the new user. Set the ‘Limit Hosts Matching’
value to ‘localhost’. Provide a password. Ensure that it is a ‘strong’ password. When these are
complete, click the ‘Administrative Roles’ tab.

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Under the ‘Administrative Roles’ tab, select the checkbox next to ‘DBA’. The remaining checkboxes
should automatically be selected. Click the ‘Apply’ button.

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Step 13 – Update Connection Information
After the user has been created, click the ‘x’ in the ‘Local-Root’ (or whatever the connection was
named) to close the current session.

Back on the Welcome Screen, right-click the connection box and click ‘Edit Connection’.

In the connection details window, change the username to the user created in Step 12. Click the
‘Test Connection’ button.

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On the ‘Connect to MySQL Server’ window, enter the password for the user created in Step 12. You
can optionally specify MySQL Workbench to store the password in the keychain. Click the ‘Ok’
button to test the connection.

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A window with the following message will appear if the test is successful.

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Click the ‘OK' button on the ‘Setup Connection Screen’.

On the Welcome screen, the connection will now show the new user.

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Step 14 – Download MySQL Shell
To download MySQL Shell for Mac OS, go to the URL https://dev.mysql.com/downloads/shell/ and
download the appropriate package based on your hardware.

On the next page, click the ‘No thanks, just start my download’ link and, when prompted, save the
download file.

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Step 15 – Begin Installing MySQL Shell
Once the file is downloaded, double-click the file to start the installation process. A window like the
one below will open. Double-click the ‘mysql-shell-8.0.x-macosxx-xxxx.pkg’ file.

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Step 16 – Introduction
On the ‘Introduction’ screen, click the ‘Continue’ button.

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Step 17 – License
Read the Software License Agreement and click the ‘Continue’ button on the' License' screen.

After clicking the ‘Continue’ button, a message about agreeing to the software license agreement
appears. Click the ‘Agree’ button.

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Step 18 – Installation Type
On the ‘Installation Type’ screen, there will be information about how much space the install will
need and where the software will be installed. If you want to change the installation location, click
the ‘Change Install Location’ button and choose a new location.

Click the ‘Install’ button.

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Step 19 – Installation Summary
On the ‘Summary’ page, click the ‘Close’ button.

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Step 20 – Using MySQL Shell
Open a terminal window and enter the command mysqlsh

After MySQL Shell starts, connect to the MySQL Server using the command:

\c {username}@localhost

where ‘{username}’ is the name of the user created in Step 12.

When prompted, enter the password for the user (1). After providing the password, a prompt will
appear asking if MySQL Shell should save the password for the user (2).

Once connected, information about the connection will be displayed.

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