Install Mavericks Tutorial: Mac OS X 10.9

For those of you who were waiting to upgrade to Mavericks, the “.1” release is out (Mac OS X 10.9.1) the 10.9.2 release is now current as of 14 April 2014 (and 10.9.3 is likely coming soon).  Clients have been asking, so here is a short-hand tutorial for installing Mavericks. As always, check to make sure the applications you rely on are ready for Mavericks, and if in doubt, wait!  For those concerned, the 10.9.1 release addressed issues with Gmail mail account syncing.  I think it’s a good time upgrade, assuming the business-critical applications you use are Mavericks ready.

See this suite of articles from MacWorld for in-depth recommendations, advice and information about preparing for, installing, and using Maverics: Installing OS X 10.9 Mavericks: Our complete guide

Below is my short-hand tutorial for clients who use a SuperDuper! bootable-clone backup system. If you don’t use SuperDuper!, then replace your own backup system in this tutorial. If you don’t have one, it’s time to get one! Please contact us for a consultation.

– go to the Apple Menu in upper left of your screen > Software Update
– App Store will open to software update.
– install all updates to your CURRENT SYSTEM, do NOT download and install Mavericks (10.9) yet EVEN IF PROMPTED TO DO SO.
– restart
– log in with the shift key held down (if you have automatic login enabled, then you will need to log out from the Apple Menu and then log back in with the shift key held down)
– open Disk Utility
– choose your internal hard drive on the left menu inside the Disk Utility window
– choose Verify Disk.
– if it finishes and says “Disk appears to be OK,” then continue

*** If it finds problems with the disk, say ok, and contact me — you will need to boot from the Repair Partition and run Disk Utility again to Repair Disk. ***

– choose Repair Permissions
– shut down, and let the computer sit for a minute
– start up, and log in with the shift key down (if you have automatic login enabled, then you will need to log out from the Apple Menu and then log back in with the shift key held down)
– go to the Apple Menu (upper left) > Software Update
– if there are any more updates to your current system, install them.
– if there are no updates to your current system, then it’s time to
– backup via SuperDuper!  Allow the backup to finish, and shutdown (most will have SuperDuper! set to shutdown automatically. In this case, just boot normally after SD! has shut the computer down).
– login with the shift key held down.
– now, it’s time to Install Mavericks:
– go to the Apple Menu > Software Update. There may be a banner at the top of the Updates window that says “free upgrade to Mavericks” if so, click it. If not, go to > Featured on the top left of the App Store window, Mavericks will be featured on the right and/or bottom. See picture at the end of the post.
– click on Mavericks wherever you find it
– click instal
– the file will be around 5.3GB, so it will take some time to download, depending on the speed of your connection.
– follow the prompts to instal Mavericks.

Installation will entail:

– an initial install preparation phase of around 15 minutes or less

– then it will say to Install the software the computer needs to restart.

– after it restarts, it will take somewhere between 25-40 minutes in the final phase of installation 

– when it boots up after installation, it will ask you to log in with your Apple ID and will setup your new installation
– when your desktop has appeared and the computer has finished booting,
– log out from the Apple Menu at the top left, and
– log in the with the shift key held down
– go to apple menu in upper left > Software Update
– App Store will open to Software Update.
– install all updates
– restart
– log in with the shift key held down
– open Disk Utility
– choose your internal hard drive on the left
– choose Verify Disk.
– if it finishes and says “Disk appears to be OK,” then continue

*** If it finds problems with the disk, say ok, and contact me — you will need to boot from the Repair Partition and run Disk Utility again to Repair Disk. ***

– choose Repair Permissions
– restart
– log in normally (no shift key held down)
– use normally
– do NOT back up to the SuperDuper! clone for a while. Backup to a different hard drive if possible, or if not, do not back up at all for a while (a week? or more?). We need to keep the old backup in case there were issues with the upgrade and install.

App Store Featured Mavericks

iOS 7 upgrade tutorial

Many of my clients have asked me if it’s time to upgrade to iOS 7. As it is a “.0 release,” we have to expect that there will be bugs and some applications you might use will not be updated and may run poorly (crashing) or not at all.  That said, most of the applications I use on a daily basis seem to be running fine on iOS 7.

Here is what I advise my clients to consider and do before upgrading:

  1. ONCE YOU JUMP, YOU CAN’T COME BACK. There is no down-grading back to iOS 6.x once you install iOS 7. (There are potential exceptions to this if you have saved your SHSH blobs with Tiny Umbrella, etc, but it’s best to consider the jump permanent.) Thus, one must make sure one’s ready to jump! So….. 
  2. The first thing I suggest my clients do is to check with their system administrators to see if all business-critical applications they run on their iPhones and/or iPads are iOS 7 ready and tested on their business networks. Seek the advise of your admin about upgrading — will you loose critical business functionality? Will your admin be able to support you if business-critical apps don’t function correctly?
  3. Make a list of the most important applications you use on a daily basis — for most users, a top-10 or top-20 list should suffice. These are the apps that you just couldn’t live without.
  4. Then, check these applications out on your computer in iTunes > iTunes Store. Check the Info about these applications and see if they are iOS 7 compatible. You might have to click “…More” in the lower right had corner of a text block under “Description” or under “What’s new in version xxx” to see the full list of changes. You are looking for something that mentions “compatibility with iOS 7.”
  5. If you don’t find info on iOS 7 compatibility for your most-used apps in iTunes, search the web for the developer of the app in question, and see if there is info on the company blog or other company support site. Feel free to contact the developer for more info. It’s important to know that your most used apps are compatible with the system before you update. You don’t want to be kicking yourself later and loosing productivity because you updated at a moment when critical applications you use were not ready.
  6. Software update on your Mac. Go to the apple menu and choose “Software Update.” Install any updates the App Store / Software Update has for your machine. This update will include iTunes 11.1, if you have not already downloaded and installed it. You will need iTunes 11.1 to install iOS 7 on your compatible iOS devices.
  7. Update all apps in iTunes. Go to iTunes on your computer, and choose Apps, and go to the Updates tab on the top menu bar on the right. Choose Update All apps.  
  8. Sync your iPhone/iPad/iPod. Plug your phone into your computer and sync. Do not update the software yet! It may start a sync automatically, or you may have to press Sync on the bottom right. 
  9. Open iPhoto, and import all photos from your device. 
  10. Manually backup your phone to your computer. You may have it set so that your phone automatically backs up to iCloud, and this is fine. But before you update your OS, I suggest you backup your phone to your computer. It’s best to hold a local backup before a major software upgrade.  Choose your iPhone in the list of devices in iTunes, and then go to the Summary tab, and choose “Back Up Now” in the section titled “Manually Back Up and Restore”.
  11. STOP. Quit all applications. Log out, and log back in with the Shift key held down. 
  12. Backup your computer, ideally with SuperDuper! or Carbon Copy Cloner, to make a bootable clone of your computer at this moment. This will include backups of your iOS device you just made.
  13. Boot up / restart your computer. 
  14. Now you are ready to start the iOS 7 upgrading process
  15. Plug in your compatible iOS device, and let it sync to iTunes if it does so automatically.
  16. If it prompts you with a dialog box that says “new software is available for you device,” you can now choose “download and install.” 
  17. If it does not prompt you with a dialog box, then choose your iOS device in the list of devices, and go to the Summary tab, and on the top right inside the Summary window, click “Check for Update.” 
  18. Once it finds the available iOS 7 update, click on Download and Update Now. It is advisable to update your device from iTunes rather than on the device itself. You can update from the device, but I would suggest updating from iTunes on a computer.
  19. THE UPDATE WILL TAKE TIME TO DOWNLOAD! Depending on your internet connection speed, this could take between 20 minutes and 2+ hours — each iOS 7 software update package is more than 1 GB. 
  20. If you have clicked Download and Update, then leave your device plugged in to the computer and it will start the updating process automatically.
  21. When the Latest software, iOS 7.0, has been installed on your device, it will ask you if you want to restore it from a backup of your device or set it up as a new device. I usually use major software updates as a time to do spring cleaning, so I set it up as a new device and go through and choose what apps I really want on the device, the ones I actually use regularly. Then I choose the music again. And the photos again. And the videos again. I do all of this instead of just blindly taking what I had had before. I always end up with at least 30% more free space on my device, and this is good! All of this takes time, however. It takes time to choose the apps, to organize them on your home screens / pages / folders, and it takes time to sync them. The same goes for the music and pictures. But it starts you off with a clean slate! If you don’t have the time, you can just restore from your most recent backup of your device, which will be offered to you in the drop-down list.
  22. After you have chosen to set up your device anew, then this last moment of syncing won’t take too long. *Note: If you restore it from a backup, it will do it’s syncing at this point, and this will take a while, especially if you have lots of music, apps, photos, etc. You’ll have to just let it do it’s thing.
  23. Especially if you have set it up as a new device, it is at this moment I would suggest manipulating the syncing Options inside the Summary tab at the bottom of the Summary window, before you start determining music and photos and apps. These are the settings I suggest:  
  24. AUTOMATICALLY SYNC WHEN THIS PHONE IS CONNECTED > up to you. I do not keep this checked, I prefer to sync manually and have control over when my phone syncs (because sometimes I charge from my computer and do not wish to sync at that moment). But this is pure preference.
  25. SYNC THIS iPHONE/iPAD OVER WIFI. Also personal preference. I keep this box unchecked myself. 
  26. SYNC ONLY CHECKED SONGS AND VIDEOS. I keep this box unchecked
  27. PREFER STANDARD DEFINITION VIDEOS. I keep this box checked
  28. CONVERT HIGHER BIT RATE SONGS TO 128 kbps AAC. I keep this box checked
  29. MANUALLY MANAGE MUSIC AND VIDEOS. I keep this box unchecked. Now, this will prompt you with a dialog box which will say all music will be deleted from this device and replaced with music from this iTunes library. If you are setting up your device as a new device, then there is no music on it anyway, so there is nothing to loose. However, after you uncheck this box, you’ll need to go to the Music tab and change the settings — by default, it choose to sync your entire music library, and this will likely be much too large to fit on your device. You do NOT want to fill every last MB of space on your phone with music! Ideally you should have at least 20% free space on the phone for it to run as fast as possible. So, inside Music tab choose “Sync Music” and then below “Selected playlists, artists, albums and genres.”
  30. Go through each tab and make sure you are syncing only what you want: 
  31. Apps: choose the apps you want, and you can arrange them on screen and pages and folders right from iTunes. Folders can now hold more apps than before, you can have multiple pages of apps in a folder! This is nice for the clutter-conscious.
  32. Choose Apply or Sync on the bottom right after you make changes in each tab. It will sync, maybe take a long time depending, and then you can make more changes.
  33. Go through each top-menu bar tab and determine what you want to sync. Apps, Tones, Music, Movies, TV Shows, Podcasts, Books, Photos. Apply changes after you make changes in a given screen. 
  34. Photos. It’s a good practice to make albums in iPhoto and drag photos you want to sync to your device into those albums. then, in iTunes / Device / Photos, choose only those albums that contain photos you actually will use on the device. 
  35. Sync again at the end. 
  36. Finally, backup your device again in the Summary Tab > Manually Back Up Now.  This will give you a new backup after all your hard work setting up your newly updated iOS 7 device!

Feel free to contact me with any questions or concerns before, during or after the upgrading process! 

Trade-In iPad 2 at

Apple has just announced that they will offer you a gift certificate (to be used on anything in the Apple store) if you wish to trade in your iPad 2, for, say, a The New iPad (3), or anything else in the store.

You will be reimbursed up to $320 depending on the model and condition the iPad is in. This could be great for those who purchsed the iPad 2 but are interested in the Retna display and speed of the New iPad (3).