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Take Control of Upgrading to Mavericks

De
176 pages

Install Mavericks easily, and fly through important post-installation steps!

Gain confidence and stay in control as Mac guru Joe Kissell explains how to ensure that your hardware and software are ready for OS X 10.9 Mavericks, prevent problems with a bootable duplicate of your main disk, and decide on your best installation method, whether you're upgrading from 10.4 Tiger, 10.5 Leopard, 10.6 Snow Leopard, 10.7 Lion, or 10.8 Mountain Lion.

You'll find smart suggestions for managing the installer, with tips for installing on multiple Macs and dealing with bandwidth limitations. Joe walks you through installing Mavericks and then gives important advice for handling your Mac when it first starts up in Mavericks, including working through a pile of post-installation alerts, signing in with the right Apple ID(s), turning on iCloud Keychain, enabling enhanced (and local) dictation, managing user accounts, and quite a bit more.

Additional important topics include troubleshooting installation problems, upgrading from an older Mac or PC to a new Mac running Mavericks, and a brief look at installing OS X Server.You'll experience an easy upgrade and quickly deal with post-installation quirks with these topics:

  • Start fast: A short Quick Start overview links to detailed content behind each topic, letting you read lightly or more deeply, depending on your specific needs.

  • Catch the wave: Find out what you can look forward to in Mavericks, and why this upgrade is important for Apple.

  • Older cat upgrades: For people who are upgrading from 10.4 Tiger, 10.5 Leopard, or 10.6 Snow Leopard, Joe offers advice about the most effective way to carry out an upgrade.

  • Compatibility check: Make sure your hardware and software are ready for Mavericks, and consider if this might be a good time for new hardware, even if it's not essential for your upgrade. (Tip: if your Mac can run Mountain Lion, it can also run Mavericks.)

  • Prep steps: Avoid upgrade calamities by ensuring you can go back to the previous state of your Mac - and that you can boot from your backup. This crucial step can save a lot of trouble, and Joe recommends software that can make a bootable duplicate without a huge hassle. Also, 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 Apple Hardware Test (or Apple Diagnostics) and Disk Utility, to be sure your disk is good to go. Finally, for those who need it, Joe discusses special cases relating to disk encryption (including FileVault) and partitioning.

  • Picking a plan: Decide on your installation method. Most people can go with an easy in-place upgrade, but some will want the more complex clean install. 10.5 Leopard users will find special help, and those still on 10.4 Tiger get a special sidebar.

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

  • Post-installation tune-up: Make sure your new system is running smoothly with a few important housekeeping tasks, including managing Spotlight, Software Update, Java Runtime, enhanced dictation, user accounts, Apple IDs, iCloud Keychain, FileVault, Time Machine, iTunes changes, and more. Plus learn how to unhide the user Library folder.

  • Troubleshooting: Yikes! It is possible that something will go wrong during installation, or once you've booted up under Mavericks that you'll discover an important incompatibility with an existing piece of software. Find time-tested troubleshooting advice to get your system working again. Plus learn what the Recovery HD volume can do for you.

  • 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 Mavericks, learn the best way to move your user account to the new Mac.

  • Installing OS X Server: Find a brief introduction to OS X Server, plus basic steps for downloading and installing it.


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EBOOK EXTRAS: v1.2 Downloads, Updates, Feedback
TAKE CONTROL OF UPGRADING TO MAVERICKS
byJOE KISSELL $15
Table of Contents
Read Me First ............................................................... 6Updates & More ............................................................. 6Basics ......................................................................... 7What’s New in Version 1.2 ............................................... 9
Introduction ............................................................... 10
Mavericks Upgrade Quick Start .................................. 12
Welcome Back, Version 1.0 Readers .......................... 14
Catch the Wave .......................................................... 15
Older Cat? Learn New Tricks ...................................... 18Learn What You’ll Have to Live Without ............................. 18Meet the New FileVault .................................................. 23Understand How Mavericks Is Distributed .......................... 24Consider Installer Changes ............................................. 25Now What? ................................................................. 27
Check Your Mac for Compatibility ............................... 29Model Support ............................................................. 29RAM .......................................................................... 32Firmware Updates ........................................................ 32Free Disk Space ........................................................... 33Mac App Store Compatibility ........................................... 33A Magic Input Device .................................................... 34An Apple ID ................................................................ 35
Back Up Your Disk ...................................................... 37Why You Need a Duplicate ............................................. 38Prepare for a Duplicate .................................................. 39Create a Duplicate ........................................................ 43Test Your Duplicate ....................................................... 44Back Up Windows Volumes ............................................. 45
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Clean Up Your Mac ..................................................... 48Update Your Third-Party Software .................................... 48De-clutter Your Disk ..................................................... 51Run Apple Hardware Test or Apple Diagnostics ................... 53Run Disk Utility ............................................................ 56Update Your Duplicate ................................................... 58
Make Sure Your Disk Is Ready ................................... 59Consider Disabling Encryption ......................................... 59Consider Re-partitioning Your Disk ................................... 60
Decide on an Installation Method ............................... 64Plan A: In-place Upgrade ............................................... 65Plan B: Clean Install ..................................................... 67Plan C: Install over Leopard ........................................... 69Pick a Plan .................................................................. 71
Make Final Preparations ............................................. 73Look Before You Leap .................................................... 73Turn Off Anti-malware Software ...................................... 73Obtain the Installer ...................................................... 73Copy the Installer to a Safe Place .................................... 77Update Your Duplicate (Again) ........................................ 79Turn Off (Yes, Off) Automatic Duplicates ........................... 79Make a Copy of This Book .............................................. 80
Upgrade Using Plan A: In-place Upgrade ................... 81Start the Installer......................................................... 81Select a Destination ...................................................... 82Catch Up on Your Reading .............................................. 84Finish Setup Assistant ................................................... 84Check for Proper Operation ............................................ 88
Upgrade Using Plan B: Clean Install ........................... 89Start Up from Your Bootable Duplicate .............................. 89Erase Your Disk ........................................................... 90Run the Installer .......................................................... 91Use Setup Assistant ...................................................... 92
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Upgrade Using Plan C: Install over Leopard ............... 99Option 1: Trick the Mavericks Installer .............................. 99Option 2: Clean Install onto Blank Volume ....................... 101
Perform Post-installation Tasks ............................... 102Respond to Immediate Questions ................................... 102Wrangle Spotlight ....................................................... 106Handle Software Updates ............................................. 107Reinstall the Java Runtime............................................ 110Tie Up Loose Ends with Apple IDs .................................. 112Address Mail Problems ................................................. 114Set Up iCloud Keychain ................................................ 117Migrate iBooks ........................................................... 121Enable Enhanced Dictation ........................................... 122Turn Deactivated Features Back On ................................ 122Review the Incompatible Software Folder ........................ 123Deal with Other Surprises ............................................ 124Unhide the User Library Folder ...................................... 128Final Software Advice .................................................. 129
Configure Additional Features .................................. 131Set Up User Accounts .................................................. 131Consider Turning On FileVault ........................................ 137Decide How to Use Time Machine ................................... 139
Troubleshoot Upgrade Problems .............................. 142Can’t Run the Mavericks Installer… ................................. 142Can’t Select Installation Volume… .................................. 142Gray Screen Appears after Installer Restarts .................... 143Mac Won’t Start Up under Mavericks… ............................ 144
Install OS X Server ................................................... 149A Few Words about OS X Server .................................... 149Download & Install OS X Server ..................................... 150
Migrate to a New Mac ............................................... 154Understand Migration Concepts ..................................... 154Migrate from Another Mac ............................................ 158Migrate from a Windows PC .......................................... 165
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Use Recovery Mode .................................................. 168Get to Know the Recovery HD Volume ............................. 168Boot into Recovery Mode .............................................. 170
About This Book ....................................................... 172Ebook Extras ............................................................. 172About the Author ........................................................ 173About the Publisher..................................................... 174
Copyright & Fine Print .............................................. 175
Featured Titles ......................................................... 176
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Read Me First
Welcome toTake Control of Upgrading to Mavericks,version 1.2, published in October 2013 by TidBITS Publishing Inc. This book was written by Joe Kissell and edited by Tonya Engst.
Upgrading your Mac to a new operating system can be a daunting prospect, but with some expert advice, you’ll be running OS X 10.9 Mavericks in no time. This book eliminates the uncertainty and the confusion, guiding you through every step of the process and offering key post-installation advice.
If you want to share this ebook with a friend, we ask that you do so as you would with a physical book: “lend” it for a quick look, but ask your friend to buy a copy for careful reading or reference. Discounted classroom and Mac user group copiesare available.
Copyright © 2013, alt concepts inc. All rights reserved.
Updates & More
You can access extras related to this book 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 purchase any subsequent edition at a discount.
Download various formats, including PDF, EPUB, and Mobipocket. (Learn more on ourDevice Advicepage.)
Read the ebook’s blog. You may find new tips and 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
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and access any future updates. However, if you bought this ebook elsewhere, you can add it to your account manually; seeEbook Extras.
Basics
Here are a few basic facts that will help you read this book:
Menus:Where I describe choosing a command from a menu in the menu bar, I use an abbreviated description. For example, the abbreviated description for the menu command that creates a new folder in the Finder is “File > New Folder.”
Finding System Preferences:I sometimes refer to settings in System Preferences that you may want to adjust. To open System Preferences, click its icon in the Dock or choose Apple>System Preferences. When the System Preferences window opens, click the icon of the pane whose settings you want to adjust. (To see the icons if they aren’t visible, click the Show All button near the upper left.) I refer to these panes using an abbreviated notation such as “the Startup Disk preference pane.”
Path syntax:This book occasionally uses apathto show the location of a file or folder in your file system. For example, Mac OS X stores most utilities, such as Terminal, in the Utilities folder. The path to Terminal is:/Applications/Utilities/Terminal.
The slash at the beginning of a path tells you to start from the root level of the disk. You will also see paths that begin with~(tilde), which is a shortcut for the user’s home directory. For example, if the person currently logged in has the usernamejoeand wants to install fonts that only he can access, he would install the fonts in his ~/Library/Fontsfolder, which is just another way of writing/Users/ joe/Library/Fonts.
User Library:The library folder mentioned in the previous paragraph,~/Library, is normally invisible in Mavericks, and in recent older versions of Mac OS X. To see it, hold down the Option key and choose Go > Library in the Finder.
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OS X names:Apple often uses names, rather than numbers, to refer to major releases of Mac OS X, and so do I. In case you have trouble keeping track of which name goes with which number, here’s a quick list:
Mavericks: 10.9
Mountain Lion: 10.8
Lion: 10.7
Snow Leopard: 10.6
Leopard: 10.5
Tiger: 10.4
Panther: 10.3
To find out which version your Mac is running, choose Apple> About This Mac.
And, note that Apple’s official name for their desktop operating system was “Mac OS X” up to and including 10.7 Lion, but is “OS X” starting with 10.8 Mountain Lion. In this book, I generally use “OS X” when referring only to Mountain Lion or later, and “Mac OS X” when referring to earlier versions—or all versions—of the Mac operating system.
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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 Mavericks, a number of issues came to light that may affect the way you approach upgrading— in fact, some users now feel it’s best to postpone moving to Mavericks until Apple works out some of these early issues. Version 1.2 of this book discusses some of my post-release findings, including the following:
Mail in Mavericks has significant issues, especially for Gmail users with lots of email messages. SeeAddress Mail Problemsbeforeyou upgrade.
The Theater mode in Messages is now gone, with no obvious replacement. SeeMessages Theater.
The Mavericks installer contains a new command-line tool that lets you create a bootable Mavericks installer disk, as long as you don’t mind fiddling in Terminal. ReadMake a Bootable Mavericks Installer Volume.
You can skip creating an iCloud Security Code when setting up iCloud Keychain, with the result that your keychains will still sync but your password data won’t be stored in iCloud. SeeSet Up iCloud Keychain.
I give a few tips for enjoying the new way that Mavericks handles multiple monitors and explain what to do should you need to expand a single window across more than one display. SeeMultiple Display Changes.
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Introduction
Ten years ago, in October 2003, I wrote the very first Take Control book—Take Control of Upgrading to Panther(that is, Mac OS X 10.3). It was a runaway hit, and in the years that followed I went on to write books about upgrading to Tiger, Leopard, Snow Leopard, Lion, and Mountain Lion. Apple’s latest operating system, OS X 10.9 Mavericks, finally does away with “big cat” names and instead refers to a popular surfing spot in northern California. As in past years, I’ve put together a guide to help you through every step of the upgrade process.
At first glance, Mavericks looks an awful lot like its predecessor, Mountain Lion. Even the installer is quite similar, with a handful of relatively small changes. Apple has continued to polish and refine the upgrade experience to make it as foolproof as it can be. This is also the third major release of Mac OS X to be sold through the Mac App Store, and while the absence of physical installation media produced a small uproar a couple of years ago, it’s now (mostly) uncontroversial.
In short, if you’ve been through this process before, it should be pretty much what you expect: more of the same, with an excellent chance of smooth sailing. For a large percentage of users, upgrading will be no more complicated than downloading and installing any other app, except that it will take a good bit longer.
So, if Apple has done such a brilliant job of making upgrades simple, what’s the point of a book like this?
For one thing, 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.
Even experienced Mac users may want to take extra precautions with such a major upgrade. The Mavericks installer offers no “undo” or “downgrade” command to reverse the upgrade process if something
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