[mac4theblind] A primer for thos wishing to upgrade to Mavericks.

  • From: Edward Redfern <edwardredfern@xxxxxxx>
  • To: "mac4theblind@xxxxxxxxxxxxx" <mac4theblind@xxxxxxxxxxxxx>
  • Date: Wed, 23 Oct 2013 11:27:02 +0100

ladies and gentlemen (In the style of Kraftwerk's Vocoder)

I'm going to write this primer today on performing a new installation of 
Mavericks. With this article, I'll be covering how to perform a media creation 
setup and a clean install.

Before I do this, I am going to stress the following very carefully so that I 
have no contradictions  to deal with.

1: I do not recommend an upgrade over a current OS as there are certain tested 
and known errors with certain previous software.

WHAT YOU'LL NEED

an 8GB or higher USB pen drive or an external hard drive with a spare partition 
you can create as a bootable partition.
OS X Mavericks 10.9 available from the app store. (THIS IS FREE!)
Latest versions of Garageband, iMovie and iPhoto from iTunes (garageband is 
free)
Latest Versions of Pages, Numbers & Keynote (Neither are free updates) *Free 
with purchase of new mac / iOS product*
Server V3 (if you require a server. if you have purchased server for mountain 
lion, you still have to pay the upgrade cost)
(These items can be purchased on the app store and then moved to a drive as a 
backup or purchased and installed into Mavericks)

Firstly your preparations:

As mentioned above, you're going to need a bootable external drive. I highly 
advise against a DVD instance of this installer as it's remarkably slow.  

If using a pen drive, 8gb or more is required as a boot instance for the 
software and any necessary extras.
*if creating an extra partition on a USB or other external HDD I advise a 20gb  
partition size or there abouts. this covers upgrades / partition rewrites / 
extra tools to keep  available as your emergency toolkit*

GET READY TO CREATE YOUR STORAGE MEDIA FOR MAVERICKS!…

1: connect your USB pen drive or external hard drive, etc to your mac.
2: Launch Disk utility. (Macintosh HD/Applications/Utilities)
PEN DRIVE METHOD:
Select your pen drive in the "Selected Disks" window in disk utility and tab to 
the erase tab.
interact with the partition type combo box and select Mac OS X Extended 
Journaled.
Name your Pen drive OS X.
tab to the erase button and enter on it. confirm erase and your pen drive is 
ready.

HARD DRIVE METHOD:
This is for anyone who, like me uses an external hard drive as a tool box with 
multiple partitions.
Select your hard drive in disk utility's "Selected disks" window. don't select 
the partitions if there's more than 1. select the controller name as disk 
utility shows a tree view method. EXAMPLE. Seagate Corp: (controller) /disk-0= 
DATA, /disk-1= files. etc. Select the "Seagate Corp" as an example. this may 
differ completely to each drive.
tab to the "Partition" tab. this now gives you the ability to include and 
resize partitions. what you need to do here is include a partition by 
interacting with the Add button found at the bottom of the partition scheme 
window (this shows partitions as blocks with names and resize handles) With 
your new partition, create it as a 20gb partition and name it OS X. ensure it's 
formatted as OS X extended Journaled.
tab to the Apply button to write the partition map. This is the best and only 
safe way to do this. if you use the partition combo box at the top, this wipes 
the whole map and creates new partition schemes so unless your drive's clean of 
any unwanted data, do not use the partition combo box at the top of the 
partition map.

QUIT DISK UTILITY! This is so you don't make any mistakes!


OK, hard bit's nearly over. Now for the fun stuff!

Assuming you've downloaded your OS X Mavericks from the App Store, do the 
following: 
(Once OS X has downloaded it launches the install window. QUIT IT)
1: go to your applications folder in your hard drive (example: Macintosh 
HD/applications.) Find the file Install OS X Mavericks.app.
2: Perform the following key combo: Control Option Shift M (VO Shift M or right 
click context menu) on this file and  enter on "Show Package Contents.
3: You are presented with a window with 1 folder "Contents". open this window 
and go to a folder called "SharedSupport" open this folder and you will have 
two items. the main item to concern yourself  with is the file "InstallESD.DMG" 
open this file. this is now mounted in the finder and also in disk utility.

Now the file preparations are done. this is where  you need to concentrate 
carefully.

1: Run Disk utility (Macintosh HD/Applications/Utilities/)
2: Navigate to the "Restore" tab. This is where you start the creation process 
of your new installation media.
3: navigate to your "Selected Disks" window. Here you'll find your OS X drive 
you've created / named and also the installer.
4: Select your "OS X" pen or external hard drive partition and do a VO SHIFT M 
and go to Set as Destination"
5: Select the "OS X Install ESD" volume which is under InstallESD.DMG in the 
"Selected Disks" window. (window splitter indicates virtual disks). perform the 
same process VO SHIFT M and this time "Select as source". 
WARNING: This only works when you have the "Restore" tab selected.
WARNING: If both the "Source" and "Destination" fields show "OS X" or 
"InstallESD.DMG" The restore process will not continue. If this occurs Do the 
following:
IF SOURCE AND DESTINATION SHOW OS X, GO BACK TO "SELECTED DISKS" WINDOW, SELECT 
OS X INSTALL ESD, VO SHIFT M. SET AS SOURCE THEN HIT ENTER. Please confirm this 
by checking both fields. If it's the other way around, reverse the procedure.
6: Now that you have selected your source and destination, tab to the "Restore" 
Button and hit enter. This comes up with a message asking you to confirm you 
want to do so, tell it to continue and leave Disk utility to write the source 
files to the drive you're using.

FINALLY!

Once disk utility has created your drive, your new recovery drive will mount 
(this happens in most cases) and shows a window with your tools and install 
source. quit disk utility, close your window. do any backups of data either 
through time machine or manual backups, superduper or any other tools you use 
and get ready to install Mavericks as a clean install.

TO INSTALL MAVERICKS AS A CLEAN ENVIRONMENT:

1: reboot your mac.
2: when the chime sounds, press "Option" If you're not happy or comfortable 
with this, before you reboot your mac, go to system preferences, go to the 
"STARTUP DISK" preference pane and select your OS X or Mavericks or whatever 
it's been renamed to drive and ask it to restart.
3: When you're presented with the new installer, launch Voiceover with Command 
F5 (FN command F5 for macbooks / macbook pro's in some instances)
4: As a clean install, run Disk utility and select "Macintosh HD" (or whatever 
you've called your system drive) and go to the "erase" tab. erase "Macintosh 
HD, ensure your drive is being formatted as OS X Extended Journaled and named 
Macintosh HD or whatever you like to call it (some users with networked macs ID 
their drives to each machine as machine name "Macbook HD" etc)
5: Once your drive's formatted, quit disk utility (Command Q) and  continue the 
installation of OS X. within this environment, you'll be asked to agree to 
terms, select the drive to install to (Macintosh HD), etc and allow it to do 
it's thing. When your mac reboots, give it a few seconds and press Command F5 
to run voiceover. away you go.

To ensure you get the best out of your setup, After installing OS X, setting up 
your user account, iCloud and all the other good stuff, go to the App Store and 
either purchase (if you haven't already done so before doing your install) or 
download your new versions of garageband, iPhoto and iMovie, iWork (Pages, 
Numbers & keynote) and if you're using your mac as a server then Server V3 and 
XCode if you're a developer. let them download and install. from there, it's a 
question of launching apps when installed and setting them up as requested by 
the installers.

When I get chance, I'll publish some suitable settings to make your mac fully 
tuned.

If you have issues with the process explained and require more support, please 
email me at Edwardredfern@xxxxxxx

Yours. Lew
Edward Lewis Redfern
Moderator / Support
℅ Mac For The Blind
Direct Email: edwardredfern@xxxxxxx

Attachment: signature.asc
Description: Message signed with OpenPGP using GPGMail

Other related posts: