Take Control of Upgrading to Yosemite

Take Control of Upgrading to Yosemite

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English
154 Pages

Description

Make a smooth transition to 10.10 Yosemite!

Gain confidence and stay in control as Mac guru Joe Kissell explains how to ensure that your hardware and software are ready for Yosemite, prevent problems by making a bootable duplicate of your main drive, eliminate digital clutter, prepare your Mac, and decide on the best installation method for your particular situation. You'll also find fullinstallation directions plus advice on over a dozen things to do immediately after installation and troubleshooting techniques.

The book covers upgrading from 10.9 Mavericks, 10.8 MountainLion, 10.7 Lion, 10.6 Snow Leopard, 10.5 Leopard, and even 10.4 Tiger. It also looks at upgrading from the Yosemite public beta and at "upgrades" that involve moving your data to a new Mac from an old Mac or Windows PC.

You'll experience an easy upgrade and quickly deal with post-installation quirks with these topics:

  • Take in the view: Find out what you can look forward to in Yosemite, and why this upgrade is important for Apple.

  • Catch-up upgrade: If you're upgrading from 10.4 Tiger, 10.5 Leopard, or 10.6 Snow Leopard, you'll want to know about a few special compatibility issues and decide on the most effective way to upgrade.

  • Compatibility check: Make sure your hardware and software are ready for Yosemite (and for the new Continuity features that work with iOS 8), and consider if this might be a good time for new hardware, even if it's not essential for your upgrade.

  • Backing up: Avoid upgrade calamities by ensuring you can return your Mac to its previous state, and that you can boot your Mac from a backup. This crucial step can save a lot of trouble, and Joe recommends software that can make a bootable duplicate with minimal hassle.

  • Cleaning up: Your operating system is getting a fresh start, but what about the rest of your stuff? Whether you need the disk space or just want to delete some digital detritus, you'll find helpful tips. You'll also run either Apple Hardware Test or Apple Diagnostics as well as Disk Utility, to be sure your disk is good to go.

  • Prepping your disk: For those who need it, this chapter covers special cases relating to disk encryption and partitioning.

  • Picking a plan: Most people can go with an easy in-place upgrade, but some will want the more complex clean install. Yosemite beta testers will find a special sidebar, 10.5 Leopard users will find special help, and those still on 10.4 Tiger will learn about the extra steps they'll have to go through.

  • Installing: Find out the smartest way to download and store the installer, with special tips for people whowant to install on multiple Macs or who have bandwidth limitations. And, although running the installer will be easy for many people, you'll get full instructions on what to click and when.

  • Post-installation tune-up: Make sure your new system is running smoothly by answering questions posed by Yosemite, specifying your Apple ID in all the right places (and perhaps setting up Family Sharing), checking your Handoff status, and handling translucency. You'll also find advice on Spotlight, Java Runtime, iBooks, enhanced dictation, and more. Plus, learn how to unhide the user Library folder.

  • Troubleshooting: Yikes! It's possible that something will go wrong during installation, or once you've booted up under Yosemite that you'll discover an incompatibility with an essential piece of software. Find time-tested troubleshooting advice to get your system working again.

  • Migrating to a new Mac: If your "upgrade" includes moving from an older computer (Mac or Windows PC) to a new Mac that's running Yosemite, learn the best way to move your useraccount to the new Mac.


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Published by
Published 05 November 2014
Reads 4
EAN13 9781615429899
Language English
Document size 2 MB

Legal information: rental price per page €. This information is given for information only in accordance with current legislation.

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EBOOK EXTRAS: v1.2 Downloads, Updates, Feedback
TAKE CONTROL OF UPGRADING TOYOSEMITE
byJOE KISSELL $15
Table of Contents
Read Me First ............................................................... 5Updates and More .......................................................... 5What’s New in Version 1.2 ............................................... 6
Introduction ................................................................. 7
Yosemite Upgrade Quick Start ..................................... 9
Welcome Back, Version 1.0 Readers .......................... 11
Take In the Scenic View ............................................. 12
Catch Up with OS X Changes ...................................... 14Learn What You’ll Have to Live Without ............................. 14Meet FileVault 2 ........................................................... 21Understand How Yosemite Is Distributed ........................... 21Consider Installer Changes ............................................. 22Now What? ................................................................. 23
Check Your Mac for Compatibility ............................... 24Model Support ............................................................. 24RAM .......................................................................... 27Firmware Updates ........................................................ 28Bluetooth 4.0 LE .......................................................... 28Free Disk Space ........................................................... 29Mac App Store Compatibility ........................................... 29A Magic Input Device .................................................... 30An Apple ID ................................................................ 31
Back Up Your Disk ...................................................... 33Why You Need a Duplicate ............................................. 34Prepare for a Duplicate .................................................. 35Create a Duplicate ........................................................ 39Test Your Duplicate ....................................................... 40Back Up Windows Volumes ............................................. 41
Clean Up Your Mac ..................................................... 44Update Your Third-party Software .................................... 44
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De-clutter Your Disk ..................................................... 47Run Apple Hardware Test or Apple Diagnostics ................... 50Run Disk Utility ............................................................ 52Update Your Duplicate ................................................... 55
Make Sure Your Disk Is Ready ................................... 56Consider Disabling Encryption ......................................... 56Consider Re-partitioning Your Disk ................................... 57
Decide on an Installation Method ............................... 61Plan A: In-place Upgrade ............................................... 63Plan B: Clean Install ..................................................... 64Plan C: Install over Leopard ........................................... 66Pick a Plan .................................................................. 68
Make Final Preparations ............................................. 70Turn Off Anti-malware Software ...................................... 70Obtain the Installer ...................................................... 70Copy the Installer to a Safe Place .................................... 73Update Your Duplicate (Again) ........................................ 76Turn Off (Yes, Off) Automatic Duplicates ........................... 76Make a Copy of This Book .............................................. 77
Upgrade Using Plan A: In-place Upgrade ................... 78Start the Installer......................................................... 78Select a Destination ...................................................... 79Enjoy a Leisurely Lunch ................................................. 81Finish Setup Assistant ................................................... 82Check for Proper Operation ............................................ 85
Upgrade Using Plan B: Clean Install ........................... 87Start Up from Your Bootable Duplicate .............................. 87Erase Your Disk ........................................................... 88Run the Installer .......................................................... 89Use Setup Assistant ...................................................... 90
Upgrade Using Plan C: Install over Leopard ............... 98Option 1: Trick the Yosemite Installer ............................... 98Option 2: Clean Install onto Blank Volume ......................... 99
Perform Post-installation Tasks ............................... 101Check Your Wi-Fi Connection......................................... 101
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Respond to Immediate Questions ................................... 101Wrangle Spotlight ....................................................... 103Handle Software Updates ............................................. 104Reinstall the Java Runtime............................................ 107Tie Up Loose Ends with Apple IDs .................................. 108Check Handoff Status .................................................. 111Consider Enabling iCloud Family Sharing ......................... 112Review the Incompatible Software Folder ........................ 113Deal with Other Surprises ............................................ 114Get Rid of Excess Translucency ...................................... 117Unhide the User Library Folder ...................................... 117Enable Enhanced Dictation ........................................... 118Migrate iBooks ........................................................... 118Final Software Advice .................................................. 120
Configure Additional Features .................................. 121Set Up User Accounts .................................................. 121Consider Turning on FileVault ........................................ 127Decide How to Use Time Machine ................................... 127
Troubleshoot Upgrade Problems .............................. 130Can’t Run the Yosemite Installer… .................................. 130Can’t Select Installation Volume… .................................. 130Mac Won’t Start Up under Yosemite… .............................. 131Finder Crashes or Hangs… ............................................ 135
Migrate to a New Mac ............................................... 137Understand Migration Concepts ..................................... 137Migrate from Another Mac ............................................ 141Migrate from a Windows PC .......................................... 148
About This Book ....................................................... 151Ebook Extras ............................................................. 151About the Author ........................................................ 152About the Publisher..................................................... 153
Copyright and Fine Print .......................................... 154
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Read Me First
Welcome toTake Control of Upgrading to Yosemite,version 1.2, published in October 2014 by TidBITS Publishing Inc. This book was written by Joe Kissell and edited by Jeff Carlson.
Upgrading your Mac to a new operating system can be a daunting prospect, but with some expert advice, you’ll be running OS X 10.10 Yosemite in no time. This book eliminates the uncertainty and the confusion, guiding you through every step of the process.
Copyright © 2014, alt concepts inc. All rights reserved.
Updates and More
You can access extras related to this ebook on the Web (use the link inEbook Extras, near the end; it’s available only to purchasers). On the ebook’s Take Control Extras page, you can:
Download any available new version of the ebook for free, or buy any subsequent edition at a discount.
Download various formats, including PDF, EPUB, and Mobipocket. (Learn about reading on mobile devices on ourDevice Advicepage.)
Read the ebook’s blog. You may find new tips or information, links to author interviews, and update plans for the ebook.
If you bought this ebook from the Take Control Web site, it has been added to your account, where you can download it in other formats and access any future updates. However, if you bought this ebook elsewhere, you can add it to your account manually; seeEbook Extras.
Note:If you need basic directions in order to understand what I mean when I talk about working with menus, paths, or any other Mac 101 type topic—please read the freeRead Me First: A Take Control Crash Course.
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What’s New in Version 1.2
Note:If you had version 1.0 of this ebook and came to this spot looking for all the additions since then, please look ahead a few pages toWelcome Back, Version 1.0 Readers.
In the first few days following the release of Yosemite, I learned about a few things that hadn’t come to light during my pre-release testing. Version 1.2 of this book adds information on the following:
Users with command-line software installed may want to take addi-tional steps to smooth the transition process both before upgrading to Yosemite (seeUpdate Your Third-party Software) and after the upgrade is complete (seeFinal Software Advice).
If you want to know what the installer is up to while the progress bar slowly makes its way across the screen, I have a tip for you in Enjoy a Leisurely Lunch.
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Introduction
Apple has settled into a predictable rhythm for major OS X upgrades— we now expect them every October (give or take a month). Each time, we anticipate reading about “more than 200” new features, plus bug fixes, performance enhancements, and interface adjustments. OS X 10.10 Yosemite is just the latest in this pattern, and I presume that in the last quarter of 2015, we’ll all be installing yet another system upgrade named after yet another California landmark.
Apple has also simplified the distribution process about as far as it can go. A couple of clicks in the Mac App Store (and a wait while 5 GB or more downloads) and you’re ready to run the installer. We don’t even have to pay for new versions of OS X anymore—not so long ago, $129 was considered a reasonable upgrade fee! Likewise, the OS X installer has been remarkably consistent for the past few versions. Sure, there are minor changes—mostly tied to the evolving capabilities of iCloud— but for the most part, the Yosemite installer looks and acts pretty much the way the Mavericks and Mountain Lion installers did. It’ll be simple and painless for most users.
However, if you’ve never upgraded your Mac’s operating system (or haven’t done so in a long time), you may be uncertain about what the process involves or anxious about making a mistake. This book offers clear, step-by-step instructions that will keep you out of trouble and explain all the choices you’ll have to make.
And even experienced Mac users may want to take extra precautions with such a major upgrade. The Yosemite installer offers no “undo” or “downgrade” command to reverse the upgrade process if something should go wrong, and without careful planning (which includes making just the right sort of backup ahead of time), you could be stuck with a nonfunctional Mac. I walk you through all the preliminary procedures necessary to ensure a safe transition to Yosemite—or a way to go back to your previous operating system if all else fails.
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Backups also factor into acleaninstall—that is, putting Yosemite on an empty volume, as opposed to upgrading an existing copy of Mac OS X in place. Most people don’t need a clean install, but it can solve certain problems, and some people just like the extra tidiness it provides. Nevertheless, you’ll undoubtedly want most, if not all, of your old files under Yosemite, so if you decide on a clean install, I explain how to do it as well as how to put back the stuff you want to keep.
I also explain why Apple’s minimum system requirements don’t tell the whole story about what you need to run Yosemite successfully, offer advice on avoiding software incompatibilities, show you how to recover disk space if you don’t have enough to upgrade your system, and explore several other issues that can complicate the process.
Perhaps the biggest complication is what to do if your Mac is running amucholder version of Mac OS X, such as 10.5 Leopard or 10.4 Tiger. Although it’s possible to move to Yosemite from these systems (assum-ing your Mac meets the hardware requirements), the process is neither simple nor obvious. I explain exactly what to do in those cases.
If you’ve upgraded Mac OS X numerous times, keep excellent backups, have up-to-date hardware and software, and consider yourself techni-cally proficient, then really…you don’t need this book. But if you count yourself among those feeling anxiety, confusion, or uncertainty about upgrading to Yosemite, you’ve come to the right place. In this book, I spell everything out in detail. Follow my steps carefully, and you’ll have nothing to worry about.
If anything significant turns up that I didn’t cover in this ebook, I’ll mention it on this book’s blog, update the text of the ebook, or both. To check for an updated copy of this ebook (or any other significant changes), click the link inEbook Extras.
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Yosemite Upgrade Quick Start
I’ve carefully arranged this book in logical order—I strongly recommend performing these steps in the order that I present them. You need not learn every last detail, but I hope you’ll at least skim the whole thing. Here’s a brief overview of the steps you should take.
Tip:Does your “upgrade” involve moving from a Windows PC or from an older Mac to a new Mac? ReadMigrate to a New Macright away!
Start on the right foot: Discover what you have to look forward to when you upgrade to Yosemite. ReadTake In the Scenic View.
Are you still using 10.8 Mountain Lion or earlier? If so, you’ll need additional information to put you on a level field with users of Mavericks. Learn about software compatibility issues, FileVault, how Yosemite is distributed, and changes you can expect in the installer. SeeCatch Up with OS X Changes.
Prepare to upgrade: Make sure your computer can run Yosemite. SeeCheck Your Mac for Compatibility.
Back up before you go forward! SeeBack Up Your Disk.
Make sure key software is up to date, remove clutter that could interfere with the upgrade, and test your hardware for errors. See Clean Up Your Mac.
Learn how encryption and partitioning can affect the way you install and use Yosemite, and what changes you might need to make to ensure a smooth transition. ReadMake Sure Your Disk Is Ready.
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Decide which overall upgrade strategy is best for you. SeeDecide on an Installation Method.
Make Final Preparationssuch as obtaining the Yosemite installer, updating your bootable duplicate, and ensuring that you have a way to refer to this book while you upgrade (since you won’t be able to read it on the Mac that’s being upgraded).
Perform the upgrade: Follow the strategy you selected earlier to run the Yosemite installer, choosing all the optimal settings and options for your computer and tastes, and making sure all your personal data is still in place afterward. You’ll do one of the following:
Upgrade Using Plan A: In-place Upgrade
Upgrade Using Plan B: Clean Install
Upgrade Using Plan C: Install over Leopard
After the upgrade: Perform Post-installation Tasks, such as responding to login requests, installing updates to OS X, and tweaking preferences. You’ll also deal with any surprises that may occur along the way.
OptionallyConfigure Additional Featuressuch as FileVault and Time Machine.
Problems? If your computer isn’t working properly after the upgrade, don’t panic. SeeTroubleshoot Upgrade Problems.
Go beyond the basics: Moving from an older Mac or from a Windows PC to a new Mac that already has Yosemite installed? Find the details on how to make the process painless inMigrate to a New Mac.
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