#### 2.3.3.3 Installation Workflows with MySQL Installer

 MySQL Installer provides a wizard-like tool to install and configure new MySQL products for Windows. Unlike the initial setup, which runs only once, MySQL Installer invokes the wizard each time you download or install a new product. For first-time installations, the steps of the initial setup proceed directly into the steps of the installation. For assistance with product selection, see [Locating Products to Install](mysql-installer-catalog-dashboard.html#locate-products).

Note

 Full permissions are granted to the user executing MySQL Installer to all generated files, such as `my.ini`. This does not apply to files and directories for specific products, such as the MySQL server data directory in `%ProgramData%` that is owned by `SYSTEM`.

 Products installed and configured on a host follow a general pattern that might require your input during the various steps. If you attempt to install a product that is incompatible with the existing MySQL server version (or a version selected for upgrade), you are alerted about the possible mismatch.

 MySQL Installer provides the following sequence of actions that apply to different workflows:

* **Select Products.**  If you selected the `Custom` setup type during the initial setup or clicked Add from the [MySQL Installer dashboard](mysql-installer-catalog-dashboard.html#windows-product-dashboard), MySQL Installer includes this action in the sidebar. From this page, you can apply a filter to modify the Available Products list and then select one or more products to move (using arrow keys) to the Products To Be Installed list.

   Select the check box on this page to activate the Select Features action where you can customize the products features after the product is downloaded.

* **Download.**  If you installed the full (not web) MySQL Installer package, all `.msi` files were loaded to the `Product Cache` folder during the initial setup and are not downloaded again. Otherwise, click Execute to begin the download. The status of each product changes from `Ready to Download`, to `Downloading`, and then to `Downloaded`.

* **Select Features To Install (disabled by default).**  After MySQL Installer downloads a product's `.msi` file, you can customize the features if you enabled the optional check box previously during the Select Products action.

   To customize product features after the installation, click Modify in the [MySQL Installer dashboard](mysql-installer-catalog-dashboard.html#windows-product-dashboard).

* **Installation.**  The status of each product in the list changes from `Ready to Install`, to `Installing`, and lastly to `Complete`. During the process, click Show Details to view the installation actions.

   If you cancel the installation at this point, the products are installed, but the server (if installed) is not yet configured. To restart the server configuration, open MySQL Installer from the Start menu and click Reconfigure next to the appropriate server in the dashboard.

* **Product configuration.**  This step applies to MySQL Server, MySQL Router, and samples only. The status for each item in the list should indicate `Ready to Configure`. Click Next to start the configuration wizard for all items in the list. The configuration options presented during this step are specific to the version of database or router that you selected to install.

   Click Execute to begin applying the configuration options or click Back (repeatedly) to return to each configuration page.

* **Installation complete.**  This step finalizes the installation for products that do not require configuration. It enables you to copy the log to a clipboard and to start certain applications, such as MySQL Workbench and MySQL Shell. Click Finish to open the [MySQL Installer dashboard](mysql-installer-catalog-dashboard.html#windows-product-dashboard).

##### 2.3.3.3.1 MySQL Server Configuration with MySQL Installer

 MySQL Installer performs the initial configuration of the MySQL server. For example:

* It creates the configuration file (`my.ini`) that is used to configure the MySQL server. The values written to this file are influenced by choices you make during the installation process. Some definitions are host dependent. For example, query\_cache is enabled if the host has fewer than three cores.

  Note

   Query cache was deprecated in MySQL 5.7 and removed in MySQL 8.0 (and later).

* By default, a Windows service for the MySQL server is added.

* Provides default installation and data paths for MySQL server. For instructions on how to change the default paths, see [Section 2.3.3.2, “Setting Alternative Server Paths with MySQL Installer”](mysql-installer-change-path-proc.html).

* It can optionally create MySQL server user accounts with configurable permissions based on general roles, such as DB Administrator, DB Designer, and Backup Admin. It optionally creates a Windows user named `MysqlSys` with limited privileges, which would then run the MySQL Server.

   User accounts may also be added and configured in MySQL Workbench.

* Checking Show Advanced Options enables additional Logging Options to be set. This includes defining custom file paths for the error log, general log, slow query log (including the configuration of seconds it requires to execute a query), and the binary log.

 During the configuration process, click Next to proceed to the next step or Back to return to the previous step. Click Execute at the final step to apply the server configuration.

 The sections that follow describe the server configuration options that apply to MySQL server on Windows. The server version you installed will determine which steps and options you can configure. Configuring MySQL server may include some or all of the steps.

###### 2.3.3.3.1.1 Type and Networking

* Server Configuration Type

   Choose the MySQL server configuration type that describes your setup. This setting defines the amount of system resources (memory) to assign to your MySQL server instance.

  * **Development**: A computer that hosts many other applications, and typically this is your personal workstation. This setting configures MySQL to use the least amount of memory.

  * **Server**: Several other applications are expected to run on this computer, such as a web server. The Server setting configures MySQL to use a medium amount of memory.

  * **Dedicated**: A computer that is dedicated to running the MySQL server. Because no other major applications run on this server, this setting configures MySQL to use the majority of available memory.

* Connectivity

   Connectivity options control how the connection to MySQL is made. Options include:

  * TCP/IP: This option is selected by default. You may disable TCP/IP Networking to permit local host connections only. With the TCP/IP connection option selected, you can modify the following items:

    * Port for classic MySQL protocol connections. The default value is `3306`.

    * X Protocol Port shown when configuring MySQL 8.0 server only. The default value is `33060`

    * Open Windows Firewall port for network access, which is selected by default for TCP/IP connections.

     If a port number is in use already, you will see the information icon (<img src="images/mi-info-symbol.png" height="20" width="22" align="middle" />) next to the default value and Next is disabled until you provide a new port number.

  * Named Pipe: Enable and define the pipe name, similar to setting the [`named_pipe`](server-system-variables.html#sysvar_named_pipe) system variable. The default name is `MySQL`.

  * Shared Memory: Enable and define the memory name, similar to setting the [`shared_memory`](server-system-variables.html#sysvar_shared_memory) system variable. The default name is `MySQL`.

* Advanced Configuration

   Check Show Advanced and Logging Options to set custom logging and advanced options in later steps. The Logging Options step enables you to define custom file paths for the error log, general log, slow query log (including the configuration of seconds it requires to execute a query), and the binary log. The Advanced Options step enables you to set the unique server ID required when binary logging is enabled in a replication topology.

* MySQL Enterprise Firewall (Enterprise Edition only)

   The Enable MySQL Enterprise Firewall check box is deselected by default. Select this option to enable a security list that offers protection against certain types of attacks. Additional post-installation configuration is required (see [Section 6.4.7, “MySQL Enterprise Firewall”](firewall.html)).

  Important

   There is an issue for MySQL 8.0.19 that prevents the server from starting if MySQL Enterprise Firewall is selected during the server configuration steps. If the server startup operation fails, click Cancel to end the configuration process and return to the dashboard. You must uninstall the server.

   The workaround is to run MySQL Installer without MySQL Enterprise Firewall selected. (That is, do not select the Enable MySQL Enterprise Firewall check box.) Then install MySQL Enterprise Firewall afterward using the instructions for manual installation (see [Section 6.4.7.2, “Installing or Uninstalling MySQL Enterprise Firewall”](firewall-installation.html)).

###### 2.3.3.3.1.2 Authentication Method

 The Authentication Method step is visible only during the installation or upgrade of MySQL 8.0.4 or higher. It introduces a choice between two server-side authentication options. The MySQL user accounts that you create in the next step will use the authentication method that you select in this step.

 MySQL 8.0 connectors and community drivers that use `libmysqlclient` 8.0 now support the `mysql_native_password` default authentication plugin. However, if you are unable to update your clients and applications to support this new authentication method, you can configure the MySQL server to use `mysql_native_password` for legacy authentication. For more information about the implications of this change, see [caching\_sha2\_password as the Preferred Authentication Plugin](upgrading-from-previous-series.html#upgrade-caching-sha2-password).

 If you are installing or upgrading to MySQL 8.0.4 or higher, select one of the following authentication methods:

* Use Strong Password Encryption for Authentication (RECOMMENDED)

   MySQL 8.0 supports a new authentication based on improved, stronger SHA256-based password methods. It is recommended that all new MySQL server installations use this method going forward.

  Important

   The `caching_sha2_password` authentication plugin on the server requires new versions of connectors and clients, which add support for the new MySQL 8.0 default authentication.

* Use Legacy Authentication Method (Retain MySQL 5.x Compatibility)

   Using the old MySQL 5.x legacy authentication method should be considered only in the following cases:

  * Applications cannot be updated to use MySQL 8.0 connectors and drivers.

  * Recompilation of an existing application is not feasible.

  * An updated, language-specific connector or driver is not available yet.

###### 2.3.3.3.1.3 Accounts and Roles

* Root Account Password

   Assigning a root password is required and you will be asked for it when performing other MySQL Installer operations. Password strength is evaluated when you repeat the password in the box provided. For descriptive information regarding password requirements or status, move your mouse pointer over the information icon (<img src="images/mi-info-symbol.png" height="20" width="22" align="middle" />) when it appears.

* MySQL User Accounts (Optional)

   Click Add User or Edit User to create or modify MySQL user accounts with predefined roles. Next, enter the required account credentials:

  * User Name: MySQL user names can be up to 32 characters long.

  * Host: Select `localhost` for local connections only or `<All Hosts (%)>` when remote connections to the server are required.

  * Role: Each predefined role, such as `DB Admin`, is configured with its own set of privileges. For example, the `DB Admin` role has more privileges than the `DB Designer` role. The Role drop-down list contains a description of each role.

  * Password: Password strength assessment is performed while you type the password. Passwords must be confirmed. MySQL permits a blank or empty password (considered to be insecure).

  **MySQL Installer Commercial Release Only:**  MySQL Enterprise Edition for Windows, a commercial product, also supports an authentication method that performs external authentication on Windows. Accounts authenticated by the Windows operating system can access the MySQL server without providing an additional password.

   To create a new MySQL account that uses Windows authentication, enter the user name and then select a value for Host and Role. Click Windows authentication to enable the `authentication_windows` plugin. In the Windows Security Tokens area, enter a token for each Windows user (or group) who can authenticate with the MySQL user name. MySQL accounts can include security tokens for both local Windows users and Windows users that belong to a domain. Multiple security tokens are separated by the semicolon character (`;`) and use the following format for local and domain accounts:

  * Local account

     Enter the simple Windows user name as the security token for each local user or group; for example, **`finley;jeffrey;admin`**.

  * Domain account

     Use standard Windows syntax (*`domain`*`\`*`domainuser`*) or MySQL syntax (*`domain`*`\\`*`domainuser`*) to enter Windows domain users and groups.

     For domain accounts, you may need to use the credentials of an administrator within the domain if the account running MySQL Installer lacks the permissions to query the Active Directory. If this is the case, select Validate Active Directory users with to activate the domain administrator credentials.

   Windows authentication permits you to test all of the security tokens each time you add or modify a token. Click Test Security Tokens to validate (or revalidate) each token. Invalid tokens generate a descriptive error message along with a red `X` icon and red token text. When all tokens resolve as valid (green text without an `X` icon), you can click OK to save the changes.

###### 2.3.3.3.1.4 Windows Service

 On the Windows platform, MySQL server can run as a named service managed by the operating system and be configured to start up automatically when Windows starts. Alternatively, you can configure MySQL server to run as an executable program that requires manual configuration.

* Configure MySQL server as a Windows service (Selected by default.)

   When the default configuration option is selected, you can also select the following:

  * Start the MySQL Server at System Startup

     When selected (default), the service startup type is set to Automatic; otherwise, the startup type is set to Manual.

  * Run Windows Service as

     When Standard System Account is selected (default), the service logs on as Network Service.

     The Custom User option must have privileges to log on to Microsoft Windows as a service. The Next button will be disabled until this user is configured with the required privileges.

     A custom user account is configured in Windows by searching for "local security policy" in the Start menu. In the Local Security Policy window, select Local Policies, User Rights Assignment, and then Log On As A Service to open the property dialog. Click Add User or Group to add the custom user and then click OK in each dialog to save the changes.

* Deselect the Windows Service option

###### 2.3.3.3.1.5 Logging Options

 This step is available if the Show Advanced Configuration check box was selected during the Type and Networking step. To enable this step now, click Back to return to the Type and Networking step and select the check box.

 Advanced configuration options are related to the following MySQL log files:

* [Error Log](error-log.html)

* [General Log](query-log.html)

* [Slow Query Log](slow-query-log.html)

* [Bin Log](binary-log.html)

Note

 The binary log is enabled by default for MySQL 5.7 and higher.

###### 2.3.3.3.1.6 Advanced Options

 This step is available if the Show Advanced Configuration check box was selected during the Type and Networking step. To enable this step now, click Back to return to the Type and Networking step and select the check box.

 The advanced-configuration options include:

* Server ID

   Set the unique identifier used in a replication topology. If binary logging is enabled, you must specify a server ID. The default ID value depends on the server version. For more information, see the description of the [`server_id`](replication-options.html#sysvar_server_id) system variable.

* Table Names Case

   You can set the following options during the initial and subsequent configuration the server. For the MySQL 8.0 release series, these options apply only to the initial configuration of the server.

  * Lower Case

     Sets the [`lower_case_table_names`](server-system-variables.html#sysvar_lower_case_table_names) option value to 1 (default), in which table names are stored in lowercase on disk and comparisons are not case-sensitive.

  * Preserve Given Case

     Sets the [`lower_case_table_names`](server-system-variables.html#sysvar_lower_case_table_names) option value to 2, in which table names are stored as given but compared in lowercase.

###### 2.3.3.3.1.7 Apply Server Configuration

 All configuration settings are applied to the MySQL server when you click Execute. Use the Configuration Steps tab to follow the progress of each action; the icon for each toggles from white to green (with a check mark) on success. Otherwise, the process stops and displays an error message if an individual action times out. Click the Log tab to view the log.

 When the installation completes successfully and you click Finish, MySQL Installer and the installed MySQL products are added to the Microsoft Windows Start menu under the `MySQL` group. Opening MySQL Installer loads the [dashboard](mysql-installer-catalog-dashboard.html#windows-product-dashboard) where installed MySQL products are listed and other MySQL Installer operations are available.

##### 2.3.3.3.2 MySQL Router Configuration with MySQL Installer

 MySQL Installer downloads and installs a suite of tools for developing and managing business-critical applications on Windows. The suite consists of applications, connectors, documentation, and samples.

 During the [initial setup](mysql-installer-setup.html), choose any predetermined setup type, except `Server only`, to install the latest GA version of the tools. Use the `Custom` setup type to install an individual tool or specific version. If MySQL Installer is installed on the host already, use the Add operation to select and install tools from the MySQL Installer dashboard.

###### MySQL Router Configuration

 MySQL Installer provides a configuration wizard that can bootstrap an installed instance of MySQL Router 8.0 to direct traffic between MySQL applications and an InnoDB Cluster. When configured, MySQL Router runs as a local Windows service.

Note

 You are prompted to configure MySQL Router after the initial installation and when you reconfigure an installed router explicitly. In contrast, the upgrade operation does not require or prompt you to configure the upgraded product.

 To configure MySQL Router, do the following:

1. Set up InnoDB Cluster.

2. Using MySQL Installer, download and install the MySQL Router application. After the installation finishes, the configuration wizard prompts you for information. Select the Configure MySQL Router for InnoDB Cluster check box to begin the configuration and provide the following configuration values:

   * Hostname: Host name of the primary (seed) server in the InnoDB Cluster (`localhost` by default).

   * Port: The port number of the primary (seed) server in the InnoDB Cluster (`3306` by default).

   * Management User: An administrative user with root-level privileges.

   * Password: The password for the management user.

   * Classic MySQL protocol connections to InnoDB Cluster

     Read/Write: Set the first base port number to one that is unused (between 80 and 65532) and the wizard will select the remaining ports for you.

      The figure that follows shows an example of the MySQL Router configuration page, with the first base port number specified as 6446 and the remaining ports set by the wizard to 6447, 6448, and 6449.

   []()

   **Figure 2.10 MySQL Router Configuration**

   <img alt="Content is described in the surrounding text." src="images/mi-router-config.png" height="380" width="500" />

3. Click Next and then Execute to apply the configuration. Click Finish to close MySQL Installer or return to the [MySQL Installer dashboard](mysql-installer-catalog-dashboard.html#windows-product-dashboard).

 After configuring MySQL Router, the root account exists in the user table as `root@localhost` (local) only, instead of `root@%` (remote). Regardless of where the router and client are located, even if both are located on the same host as the seed server, any connection that passes through the router is viewed by server as being remote, not local. As a result, a connection made to the server using the local host (see the example that follows), does not authenticate.

```
$> \c root@localhost:6446
```

