
Over the past few months I’ve been having some issues with my MacBook Pro. Random freezes and kernel panics were happening more than once a month, which is very uncommon for my laptop. I decided it was time to do a complete erase and install of OS X on my Mac. I was hoping to wait until OS X Lion was released, but the issues were really starting to annoy me so I just decided to go with it.
Quite frankly, the installation of OS X is the easy part. The backing up and preparation took longer than the install itself I believe. Below are the steps I used and I also included some good guidelines to limit any potential data loss. I made a conscience decision not to use Migration Assistant. Using Migration Assistant makes the process much easier, but I didn’t want to bring over any software or settings that might have been causing my issues.
Preparation
- Make sure you have installation media for all programs and OS X (.dmg or CD/DVD)
- Have all serial keys handy; I use 1Password to keep track of my serial number information
- Take a screen shot of your Applications folder, it makes a good reference for adding your applications back after you install OS X
- If any programs make use of a library file (many do), make note of the location of that file
- De-authorize iTunes (do this just before shutting down for the final time before installing OS X)
Backup
- If you have an iOS Device, sync it with iTunes and sync any additional programs you can. I used my iPhone to sync 1Password, Money and MacGourmet data so that I could restore from my iPhone if necessary. This also works well for iCal and Address Book.
- If any important programs have an export feature, use it to export your data to your Documents folder (or elsewhere)
- Run Time Machine
- Use SuperDuper! or Carbon Copy Cloner to create a bootable backup. Also, test the clone to make sure you can properly boot from it.
- Make sure your off site backup is up to date (I use Backblaze)
Restore
- Install OS X
- Begin to install applications
- Restore Data
- Once you have all data restored and are comfortable with everything, begin your normal backup procedures
So that’s it. I hope this was a help to some of you. It should be very useful once OS X Lion comes out this summer.





