lion installationrecovery.pdf
TRANSCRIPT
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OS X Lion: Installation and RecoveryIntroduction
This course covers the requirements, installation process and recovery features of OS X Lion.
Course Objectives
Describe the minimum specifications required for OS X Lion.Demonstrate the OS X Lion upgrade and installation processes.
Utilize the recovery partition to repair disks, restore or reinstall OS X Lion.
Locate and use OS X Lion installation utilities.
Determine and resolve common installation and recovery issues.
Requirements
Mac Computer
Intel Core 2 Duo, Core i3, Core i5, Core i7, or Xeon processor
Memory
2GB Minimum
Audience
Technicians who wish totroubleshoot and service
Mac computers
Prerequisites
OS X Lion: Basics
Time Required
60 minutes
You wi
OS X LiMac com
and Intern
Installation and Recovery
Introduction
Course Overview
Requirements
Installing OS X Lion
Installation Process
External Drive Installation
Lion Recovery
Internet Recovery
External Recovery Disk
Recovery Utilities
Reinstalling OS X Lion
Symptoms & Fixes
Troubleshooting Practice
Learning Resources
Contact Us
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Hard Disk
7GB of available space (GUID Partition Table Scheme)
Important: At least 13GB of available space is required to install OS X Lion and utilize Lion Rto reinstall Lion, repair disk, and restore from a Time Machine backup without the need forRefer to AppleCare Knowledge Base article HT4718 for more information.
Mac OS Xv10.6.6 or later (v10.6.8 recommended)
Apple ID and Internet Connection
Some features of OS X Lion may require an Apple ID and Internet Connection.
Installing OS X Lion
Here are the ways to get and install OS X Lion:
1
2
3
OS X Lion Personal License
Buy OS X Lion once and you may install it on all your authorized Mac computers connected to t
Store.
I installed OS X Lion via Mac App Store. Where's the installer?
Your installer may have been removed after your successful first login to OS X Lion. Mac App St
page will show OS X Lion as being "Installed". As a result, any attempts to download will be dis
viewed from a computer running OS X Lion.
To redownload the installer on a computer running OS X Lion, press and hold the Option key w
the Purchases tab. If the button to the right of the Install Mac OS X Lion item doesn't change toallow you to download Lion, use Spotlight to search for "Install Mac OS X Lion" on your compute
Installation Process
New Mac Computer
OS X Lion will be preinstalled on every new Mac computer.
App Store
Update to OS X v10.6.8, then purchase OS X Lion from th
installer will download to the Dock and automatically l
instructions to complete your inst
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If you have additional partitions or connected external hard disks, this screen appears.
Select the destination disk.
The installer may download additional components.
Installing on External Drive
OS X Lion can only be installed onto internal and external hard drives that use the GUID Partitio
scheme. Most new pre-formatted storage drives use the MBR (Master Boot Record) partition sch
If your storage device already uses the GUID Partition Table scheme and has at least 13 GB avail
formatting), you may proceed with the installation by launching the Mac OS X Lion installer.
Changing Disk Partition Scheme
In preparation for installing OS X Lion onto a non-GUID partition schemed external USB, Fire wi
SDXC card, or a Thunderbolt storage device, use these steps to change the disk's partition sche
Warning
These steps will erase the storage device. Back up any important files that are on the device to
drive.
1. Attach a USB, FireWire, or Thunderbolt storage device to your computer, or insert an SDHC
into the SD card slot if your Mac has one.
2. Launch Disk Utility, from the /Applications/Utilities folder.
3. Click the attached storage device where it indicates its size in GB.
4. Click the Partition tab.
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The Mac is now prepared for the OS X Lion install/upgrade.
The Mac will automatically restart.
5. Select "1 Partition" from the Partition Layout pop-up menu.
6. Click Options. Do not select more than one partition.
7. Click the GUID Partition Table radio button, then click OK.
8. In the format field, select Mac OS Extended (Journaled).
9. Click Apply.
10. Enter a name for the drive in the Name field.
11. Verify that you wish to erase and reformat the selected drive by clicking Partition.
12. After the reformatting process is finished, choose Quit Disk Utility from the Disk Utility me
13. Launch the Install Mac OS X Lion installer.
Important Notes on External Drive Installation
Be sure you install Lion on the external storage device you've connected for this purpose, nocomputer's boot drive.
Your storage device must have at least 13 GB available (after formatting) to install Lion andRestore partition.
This procedure will install a version of the OS X Lion that is compatible with the Mac it was c
Using this Lion system with a different kind of Mac may produce unpredictable results.
The OS X installer will not allow an install on a volume that contains a Time Machine backup.
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OS X Lion installation begins. Times will vary.
Successful installation is confirmed. The Mac will automatically restart.
If OS X Lion was installed onto a new disk or partition (that does not have any version of
OS X already installed) you will see setup screens. Otherwise, you will encounter the login
screen or desktop (based on your Users & Groups system preference).
Lion Recovery
Lion Recovery allows you to repair disks or reinstall OS X Lion without the need for a physical in
Recovery is built into your Mac.
When OS X Lion is installed, it creates a special partition on your computer's hard drive called "
This hidden partition includes all of the tools you need to reinstall Lion, repair your disk, and e
from a Time Machine backup.
Recovery Partition is Hidden
It will not mount on the desktop or appear in Disk Utility.
New Mac Computers: Restore Discs Not Included
Computers that ship with Mac OS X 10.7 (Lion) do not include restore discs or flash drives.
Recovery HD
Hold down Command-R during startup to boot into the Recovery HD, or hold down the Option
the Startup Manager. Select Recovery HD.
A "Mac OS X Utilities" application window should appear after the Recovery HD is finished starti
Can't access Recovery HD?
If you used Command-R to start from Recovery HD and you see a login window or your ownicons, it is possible that you didn't hold Command-R early enough. Restart and try again.
If a firmware password has been enabled, do not use the Startup Manager as Recovery HD wiInstead, hold down Command-R at startup and enter the firmware password to access Reco
When FileVault 2 is enabled, Recovery HD will not appear in the Startup Manager. Instead, hCommand-R at startup.
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Select your preferred Wi-Fi network. Not applicable to wired network connections.
Note: Network must be DHCP enabled. Only WPA/WPA2 Wi-Fi networks are supported.
Network settings are verified, connection is established.
1. Startup from an external storage device that has OS X Lion installed.
2. Startup from an OS X Lion USB thumb drive.
3. Startup from a Snow Leopard install or restore disc.
Note: Snow Leopard (or older) repair tools and utilities may not work with OS X Lion.
External Recovery Disk
You can also create Lion Recovery on an external hard drive or USB thumb drive that has all of t
capabilities as the built-in Lion Recovery. The drive must have at least 1GB of free space.
The Lion Recovery Disk Assistant will erase all data on the external drive when cre
Recovery HD. You should either backup your data before running the Lion Recovery Disk Assist
new partition on the external drive.
Important Points
In order to create an external Lion Recovery using the Lion Recovery Assistant, the Mac mustexisting Recovery HD.
If the computer shipped with Lion, the external recovery drive can only be used with the systcreated it.
If the system was upgraded from Mac OS X v10.6 Snow Leopard to Lion, the external recoveused with other systems that were upgraded from Snow Leopard to Lion.
Creating an External Lion Recovery Disk
1. Download the Lion Recovery Disk Assistant application from this KB Article:
http://support.apple.com/kb/DL1433
2. Mount the disk image.
3. Launch the Lion Recovery Disk Assistant.
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partition is hidden and not visible to Disk Utility. However, if you select the entire disk in Disk U
erase the entire disk, which would delete the recovery partition in the process.
Utilities Menu
The following utilities can be accessed via the Utilities menu found in the Mac OS X menu bar:
1. Firmware Password Utility
Used to set a firmware password to prevent the Mac from starting up from a different hard
DVD.
2. Network Utility
Provides network information that can aid in troubleshooting network connectivity.
3. Terminal
Allows the user to interact with the computer through a command line interface.
An Apple ID can reset user passwords
OS X Lion allows users to reset their password using their Apple ID. User accounts must be ass
Apple ID at initial installation of OS X Lion or by entering their Apple ID in the Users & Groups s
preference pane.
Reinstalling OS X Lion
Under some circumstances, you may need to reinstall OS X Lion. Some reasons may include:
Issues occur either during system startup or after startup is complete.
Known OS X Lion compatible applications continue to crash despite being reinstalled.
Unstable or strange system behavior or performance issues.
You can reinstall OS X Lion while keeping your files and user settings intact.
Reinstalling OS X Lion Using Recovery HD
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1. Restart your Mac, hold down Command-R during startup (or hold down Option key to sele
HD).
Reminder: When FileVault 2 is enabled, Recovery HD will not appear in the Startup Manage
down Command-R at startup.
2. A "Mac OS X Utilities" application window should appear.
3. Connect to the Internet with a DHCP-enabled network connection. If you are not using a wi
connection, choose a network from the Wi-Fi menu in the right corner of the menu bar.
4. Select Reinstall Mac OS X Lion and then click continue.
5. In the pane where you select a disk, select your current OS X disk.
6. Click Install.
Important Notes
1. If you installed OS X Lion using the USB thumb drive, you will not be able to reinstall
Lion Recovery. You will need to use the USB thumb drive to reinstall OS X Lion.
2. The OS X Lion download is about 4 GB large; the time required to download will vary, depe
speed of your Internet connection.
3. Lion Recovery requires that DHCP be enabled on your chosen Wi-Fi or Ethernet network. (P
authentication and specific proxy servers) are not supported.
4. If you bought Lion from the Mac App Store, you will be prompted to enter the Apple ID andused to purchase Lion.
5. During the Internet Recovery process, your computer's serial number is transmitted to App
server. The server verifies software that is licensed to this computer. If the server is unable
license for OS X Lion, it cannot be reinstalled using Lion Internet Recovery.
Note: If a Mac computer's logic board is service or replaced, it is important that the technic
original serial number to the new logic board.
Reinstalling OS X Lion using USB Thumb Drive
1. Insert the OS X Lion USB Thumb Drive into one of the USB ports on your Mac.
2. The disk appears on the Desktop.
3. Open the disk and launch "Install Mac OS X Lion".
4. Click Install.
Reinstalling OS X Lion using Installer App
If you purchased OS X Lion via the Mac App Store, you can try redownloading the installer on a
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running OS X Lion.
1. Launch the Mac App Store.
2. Press and hold the Option key while you click the Purchases tab.
3. The button to the right of the Install Mac OS X Lion item should change to "Install" allowing
download Lion.
4. Locate and launch the installer to reinstall OS X Lion.
Note: If the button to the right of Mac OS X Lion item continues to read as "Installed", use Spotlifor "Install Mac OS X Lion" on your computer. If this is still unsuccessful, reinstall OS X Lion usin
method.
How do I reinstall my applications?
Use the original media provided (CD, DVD, etc.) to reinstall applications. For applications purch
Mac App Store, they may be redownloaded as long as the app is still available. You may be aske
Apple ID and password you initially used to download the app.
Symptoms and Fixes
Here are common problems with OS X Lion Installation and Lion Recovery as reported by users.
the order indicated below to resolve the issue.
Symptom #1: Can't find OS X Lion installer application
Symptom #2: Startup volume cannot be selected as the installation destination
Symptom #3: Installer reports "This disk cannot be used to start up your computer"
Symptom #4: Installer reports "Some features of Mac OS X Lion are not supported for the dis
name)" appears during installation
Symptom #5: Can't install OS X Lion onto an external hard drive
Symptom #6: After installation, folder named "Incompatible Software" appears
Symptom #7: Prohibitory signs appear over certain applications
Symptom #8: Internet Recovery unable to connect to Wi-Fi Network
Symptom #9: Unable to start from Recovery HD
Back to top
Symptom #1: Can't find OS X Lion installer application
Summary
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2. Open Disk Utility, located in /Applications/Utilities/.
3. Select the disk where the volume you intend to upgrade resides. This usually starts with a
representing the total size of the disk.
4. Click the Partition tab.
5. Click and drag the resize corner of your intended install partition to make the size slightly
least 128MB less).
The blue portion represents used data space. Don't make it as small as or smaller than the
6. Click Apply.
7. When the partition resizing is complete, quit Disk Utility and install OS X Lion.
8. After the OS X Lion installation is complete, you can use Disk Utility to resize the partition
original size by dragging the resize corner to make the partition as large as it was before.
Back to top
Symptom #4: Installer reports: "Some features of Mac OS X Lion are notfor the disk (volume name)" appears during installation
Summary
During installation, OS X Lion may display the message: "Some features of Mac OS X Lion are no
the disk (volume name)."
Resolution
This message means the installer cannot create the Recovery HD partition on your hard disk. U
message appears in one of two scenarios:
The disk you are installing Lion on is a RAID volumeThe disk has a non-standard Boot Camp partition setup, where further partitioning was perf
running Boot Camp Assistant, or the configuration that Boot Camp Assistant created was ma
You have two options to resolve the problem:
1. Skip the Recovery HD installation.
Recovery HD is not needed to install and run OS X Lion. You won't have the on-disk utilitie
and setting a firmware password nor can you use FileVault disk encryption to secure your d
install and create an external, bootable OS X Lion hard drive with a Recovery HD.
2. Erase hard disk
Make a full backup of your hard disk and all of its data (including your Boot Camp partition
normally backed up by Time Machine), then erase your hard disk and create a single Mac O
(Journaled) partition. Reinstall OS X Lion.
Back to top
Symptom #5: Can't install OS X Lion onto an external hard drive
Summary
User is unable to install OS X Lion onto an external hard drive.
Resolution
The OS X installer must be installed on a drive that uses the GUID partition table scheme. In ad
contain a Time Machine backup.
If the hard drive uses the GUID partition table scheme but contains a Time Machine backup,backup to another hard drive then try installing OS X Lion.
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If the hard drive does not use the GUID partition table scheme follow these steps:
(If it contains a Time Machine backup, move the backup to another hard drive)
1. Backup your data.
2. Launch Disk Utility, from the /Applications/Utilities folder.
3. Click the attached storage device where it indicates its size in GB.
4. Click the Partition tab.
5. Select "1 Partition" from the Partition Layout pop-up menu.
6. Click Options. Do not select more than one partition.
7. Click the GUID Partition Table radio button, then click OK.
8. In the format field, select Mac OS Extended (Journaled).
9. Click Apply.
10. Enter a name for the drive in the Name field.
11. Verify that you wish to erase and reformat the selected drive by clicking Partition.
12. After the reformatting process is finished, choose Quit Disk Utility from the Disk Utility me
13. Launch the Install Mac OS X Lion installer.
Back to top
Symptom #6: After Installation, folder named "Incompatible Software" a
Summary
After installation, a folder appears on the hard disk named "Incompatible Software".
Resolution
The OS X Lion installer moved PowerPC applications to this folder as they are not supported by
Users who wish to run these older applications should consider:
1. Upgrading to a newer version of the application (if available)
or
2. Creating a dual boot configuration with Mac OS X Snow Leopard (10.6) on one partition an
(10.7) on another.
Back to top
Symptom #7: Prohibitory signs appear over certain applications
Summary
Application is installed after installation of OS X Lion, and a prohibitory sign appear over the ap
Resolution
A prohibitory sign over an application indicates that that it is a PowerPC application. PowerPC a
not supported by OS X Lion.
Users who wish to run these older applications should consider:
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. pgra ng o a newer vers on o e app ca on ava a e
or
2. Creating a dual boot configuration with Mac OS X Snow Leopard (10.6) on one partition an
(10.7) on another.
Back to top
Symptom #8: Internet Recovery unable to connect to Wi-Fi Network
Summary
Internet Recovery will not connect to Wi-Fi network.
Resolution
1. Check that the Wi-Fi network is DHCP enabled.
2. Check that the Wi-Fi network you are trying to connect to is WPA/WPA2.
3. If no Wi-Fi networks meet these criteria, consider using a wired Ethernet network connecti
Back to top
Symptom #9: Unable to start from Recovery HD
Summary
User holds down Command-R to start from Recovery HD, instead sees login window or desktop
Resolution
It is possible that the user failed to hold Command-R early enough.
1. Restart and try again.
2. If it fails again, consider holding down the Option key at startup to access Startup Manager
3. Select Recovery HD.
Back to top
Troubleshooting Practice
Taken from the experiences of Apple service personnel, here is a troubleshooting scenario invo
presented in this course.
Scenario: "I can't install OX Lion onto my external hard drive."
A customer reports that she is unable unable to install OS X Lion onto her external hard drive.
What procedures should you follow?
Click here to view answer
Steps
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1. Backup data on the external hard drive.
2. Launch Disk Utility, from the /Applications/Utilities folder.
3. Click the attached storage device where it indicates it's size in GB.
4. Click the Partition tab.
5. Select "1 Partition" from the Partition Layout pop-up menu.
6. Click Options. Do not select more than one partition.
7. Click the GUID Partition Table radio button, then click OK.
8. In the format field, select Mac OS Extended (Journaled).
9. Quit Disk Utility.
10. Install OS X Lion.
Learning Resources
Finding your Mac OS X version and build information (HT1633)
How to use Migration Assistant to transfer files from another Mac (HT4413)
Mac App Store: Frequently Asked Questions (FAQ) (HT4461)
OS X Lion: About Lion Recovery (HT4718)
OS X Lion: About Windows Migration Assistant (HT4796)
OS X Lion: Apple ID can be used to reset your user account password (HT4798)
OS X Lion: Installer reports "This disk cannot be used to start up your computer" (TS3926)
OS X Lion: "Some features of Mac OS X Lion are not supported for the disk (volume name)" ainstallation (HT4649)
OS X Lion - Technical Specifications (SP629)