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Otterman
and a Mac: Workflow for installing OS X: Combo Updates and Clean Reinstallation
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Otterman speaks (blog) links: 2003-7; 2008-9
Update: See "'General Maintenance' recommendations," by Topher Kessler. Macfixit, 24 May 2010 and "Preparing for an upcoming OS X update," by Topher Kessler. Macfixit, 19 Mar 2010.
Workflow
for installing the Mac OS X Combo Updater
[Derived from MacFixit, 2004-2006.] OS X's Software Update can automatically install system updates for OS X (e. g. 10.4.10 to 10.4.11). However, experienced Macusers have always opted to mannually download the larger stand-alone combo updater and adopt a sequence like the one below.
Why the extra work? Well, MacFixit used to compile reports of user woes after each OS X update and many problems were solved by applying the stand-alone combo updater. This was still being suggested for Snow Leopard, "Using the combo updater is a fairly standard troubleshooting step that can help fix various OS problems, and is a good way to keep your OS installation as fresh as possible." And a fellow macaddict in charge of a mac cluster once experimented with OS X Panther updates and felt that the combo-updated macs experienced less problems.
- First ensure you have a fully recoverable backup of all data with an app like Super Duper!
- Drag the folder com.apple.SoftwareUpdate located
in /Library/Caches (the Library folder at the root level of your hard drive)
to the trash.
- Download the current stand alone Combo Updater and save it for later.
- Startup (restart) your Mac from an external drive.
- Ensure your power supply is plugged in!
- Launch Disk Utility from the external drive and perform a "Repair Disk" operation on your mac's internal startup drive.
- Restart again, from your internal hardisk, while holding the "Shift" key to boot in Safe Mode.
- Make sure all Apple-installed applications and utilities are in their original locations (e.g. Dashboard).
- Disconnect all FireWire/USB devices.
- Apply the Mac OS X Combo Updater, and allow a normal restart when prompted.
- Do not perform any other operation while the update is in process.
- When complete, repair permissions using Disk Utility.
- Re-connect firewire devices one by one.
Workflow for installing OS X on a new Mac or a clean reinstal on an existing Mac
I favour a fresh installation of OS X after a year of use, and even earlier depending on my usage. It appears to eliminate accumulating problems. It also keeps my application folder trim as I only resintall a critical core of my 150+ apps and add others only as needed. A clean reinstalltion coupled with the cleaned up hardisk has given my system a boost - enough to encourage me to attempt it as it can be tedious process.
OS X Clean re-installation
- First backup all data with Super Duper!
- Make a list of existing software in the Applications folder (select all and copy, then paste to some text file or Google Docs).
- For System Preferences, a screen grab may suffice.
- Run the Install OS X programme: "erase and install"
- Customise - omit other languages and most printer drivers (avoid bloatware and reduce installation time).
- Avoid key-ing in a password repeatedly by omitting to provide a system password - wait until all the immediate system and application software installations are completed.
- Download and run the stand alone Apple System X combo update (see above) rather than allowing the automatic Software Update to run.
- Repair permissions.
- Restart.
Immediate settings
- Update some System Preferences:
- Date & Time;
- International:
Format (Singapore);
- Input Menu: (uncheck keyboard pallete to remove US flag);
-
Track Pad (activate settings and speeds);
- Enable tabbed browsing in Safari.
- System Preferences: Network (ctril-click Airport icon);
- Setup the NUS airport ID in a separate location,
- Singnet settings for 56k modem access and outdoor wireless.
- Install Microsoft Office X 2008.
- Run Microsoft Autoupdate - it will download all the relevant Microsoft Office updates until complete or visit MacTopia and look for the service pack updates.
- Copy over from my backup hardisk, Entourage's Microsoft User Database
and Projects folders into the Documents folder. This contains account settings and all the mail./li>
- Copy over Documents backup
- Copy over relevant files from other System folders, e.g. Interarchy unmounted disks are in the Preferences folder!
- Install iWork.
- Install iLife and other shareware (see "Shareware installation and re-registration" below)
After software installations are complete:
- Repair permissions.
- Logout, then login.
- Run system maintenance via Cocktail, some other utility or from Terminal.
- Key in serial numbers (*groan*).
- In Entourage 2008 or Outlook 2011, "send and receive all" will prompt for account passwords (select "remember").
- Verify that the anti-spam software works by checking spam folder.
- Setup my scratchbin -
synchronised with servers via Transmit or Interarchy. - install Dropbox.
- Change Tofu and Text Wrangler preferences to plain text, Skia 12 default settings.
Shareware installation and re-registration
Since I appear to use more than 150 applications at some time or the other, I only install the apps I need to get started and be productive. With everything online, this is much easier. And a google search reveal a software's most updated source.
The more obscure apps are only installed as and when the need arises. WHile it can be tiresome to extract serials numbers and re-register shareware, the speed bump is an incentive. Also, I like that I decluttering my system and trim my apps folder. With my serial numbers now on 1password that makes things quite convenient. I just need to get preferences sorted out!
See my annotated applications list with links.