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

  • From: David Hilbert Poehlman <poehlman1@xxxxxxxxxxx>
  • To: "mac4theblind@xxxxxxxxxxxxx" <mac4theblind@xxxxxxxxxxxxx>
  • Date: Wed, 23 Oct 2013 10:02:34 -0400

and it is.

On Oct 23, 2013, at 9:48 AM, Kim Kilpatrick <kimjkilpatrick@xxxxxxxxx> wrote:

Hi,
I'm not disputing this.  Just asking as mostly I did not know to do this.
Just thought it was like upgrading apps.
Kim

On 2013-10-23, at 9:45 AM, Edward Redfern <edwardredfern@xxxxxxx> wrote:

> I've explained in the past that there are some issues in certain 
> circumstances where incompatibility with certain  software, etc can cause 
> crashes. as a pro doing this, I test various environments and that's why I 
> spent this morning doing a write up after the launch.
> 
> I'm not someone who frankly wastes my time writing this for the heck of it. I 
> do this as a  major supprt.
> 
> what would happen if you performed an upgrade install and all of a sudden, as 
> a new instance, you received a fatal error in a permissions string because of 
> an application environment that's not been updated, etc. you need to do a 
> critical backup of all files. then do a clean install.
> 
> Sorry for sounding a little snappy. my mbp decided this morning while running 
> mountain lion receiving updates to kill the OS. launching an auto healing 
> process taking 2 hours to bring her back online. thank god I've not last any 
> critical tools and data.
> 
> lew
> 
> On 23 Oct 2013, at 14:16, Kim Kilpatrick <kimjkilpatrick@xxxxxxxxx> wrote:
> 
>> Hi I'm a bit confused here.
>> When I installed the mac upgrade software last summer, I just installed it.
>> I had backed up files first but I did not do all of the things with an 
>> external drive etc?
>> Why do I have to do this?
>> Can't I just install it like an update?
>> Kim
>> 
>> On 2013-10-23, at 6:27 AM, Edward Redfern <edwardredfern@xxxxxxx> wrote:
>> 
>>> 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
>>> 
>> 
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