OS X Yosemite upgrade from USB-stick

Latest OS X version Yosemite or 10 is out. Funny thing, the operating system 10 has a version 10 released.

The thing is ... it's free, but it's big. The amount of downloading needed is easily 5+ GiB. When I downloaded mine, it said 6 hours of load time. On my 250 Mbit/s fiber! Argh. It downloaded a hour or so and choked completely. Argh, argh! When I resumed, it picked a better server and I got rest of the file in 10 minutes or so. Anyway, I absolutely, positively don't want to do that on all of my Macs. So, let's figure out something smarter on that.

The sources of my information are:

• How to Burn OS X Yosemite to a USB Flash Drive
• DISKUTIL(8) - BSD System Manager's Manual
• Disk Management From the Command-Line, Part 2
• Starting from an external USB storage device (Intel-based Macs)
  

Step 0: Prerequisites

USB-booting a Mac is trickier than a PC. The knowledge base article HT1948 states:
Intel-based Macs support starting from an external USB storage device's volume that:

• Has been formatted with a GUID partition type
• Contains an installation of Mac OS X 10.4.5 or later, or Mac OS X 10.5 or later, which is compatible with (or shipped with) the Mac that the USB device is connected to. Note: You should not use a version of Mac OS X that is earlier ("older") than the version your Mac shipped with.

So, if you just bought an USB-stick, the chances are, that it is MBR-partitioned FAT32. That's my experience of getting new ones. They are incompatible at their current state for USB-booting a Mac. Not to worry, that can be fixed!

Step 1: Go download

In your Apple menu (the top left apple-shaped thing at every program's menu), go for Software Update. Yosemite should be there as a free download from App Store. Select it and wait ... wait forever!

In the classic Commodore 64 game Impossible Mission the phrase was "Another visitor! Stay a while; stay forever!". [Actually the mission was possible. As the game was pretty good, I completed it a number of times.]

Step 2: Go USB

Now that you have the thing in your drive, don't proceed with the upgrade.

When you reach this screen:

do not proceed! You can actually quit the installer, it won't delete the files from your drive.

Take at least a 8 GiB USB-storage. 4 won't do it, but any larger will. In my case, the USB-stick appeared as /dev/disk3. That may vary on your system. Also it is possible to use some GUI-tools on OS X to format your drives, but as a Linux-nerd I don't know about them.

To make sure, the stick is in a Mac-format (this needs to be run as root, that's what the sudo is for). This will partition and format the entire stick into Mac-use:

# sudo /bin/bash
root# diskutil partitionDisk /dev/disk3 1 GPT jhfs+ "OS X Yosemite" 0b

It will say something like this as a result:

Started partitioning on disk3
Unmounting disk
Creating the partition map
Waiting for the disks to reappear
Formatting disk3s2 as Mac OS Extended (Journaled) with name OS X Yosemite
Initialized /dev/rdisk3s2 as a 7 GB case-insensitive HFS Plus volume with a 8192k journal
Mounting disk
Finished partitioning on disk3
/dev/disk3
   #:                   TYPE NAME               SIZE       IDENTIFIER
   0:  GUID_partition_scheme                   *8.0 GB     disk3
   1:                    EFI EFI                209.7 MB   disk3s1
   2:              Apple_HFS OS X Yosemite      7.7 GB     disk3s2

Next thing is to confirm, that the volume with given name will be mounted:

root# ls -l /Volumes/
total 40
lrwxr-xr-x  1 root  admin     1 Oct 17 13:27 Macintosh HD -> /
drwxrwxr-x  7 root  wheel   306 Oct 18 13:12 OS X Yosemite

If it does, you're ready to go. Copy the thing into it:

root# cd "/Applications/Install OS X Yosemite.app/Contents/Resources"
root# ./createinstallmedia --volume /Volumes/OS\ X\ Yosemite/ \
  --applicationpath /Applications/Install\ OS\ X\ Yosemite.app \
  --nointeraction

It will result in a lengthy process saying:

Erasing Disk: 0%... 10%... 20%... 30%...100%...
Copying installer files to disk...
Copy complete.
Making disk bootable...
Copying boot files...
Copy complete.
Done.

Step 3: Go update

Your stick is ready. This is the part you will be replicating to any of your Macs you want to upgrade.

Reboot the Mac and make sure to boot from the USB. This can be achieved by pressing down option-key during boot:

The official Apple instruction at knowlegebase article HT1948 states:
To start from a USB storage device that meets the above requirements:

1. connect the device
2. restart
3. immediately press and hold the Option key to access Startup Manager
   

If you successfully followed the steps, you will end up in Mac boot manager:

In that, you pretty much select the drive you want to boot from. In this particular case, making a choice for the recently prepared USB-stick will be a good one. The network selection is there to confuse you. Ignore it and double click the USB-drive.

Most steps in this upgrade will include lot of waiting. Make sure that you have reserved couple of hours for the upgrade. Screens like this will become familiar to you:

Most time estimates are wild guesses. A 9 minute wait in reality is something like 45 minutes. Eventually the USB-stick finishes booting, and you will end up in a screen saying "To set up the installation of OS X, click Continue". Most screens will refer your upgrade as an install. It is nerve-wrecking thing, because you don't know if it is going to wipe your settings and data, or do a nice upgrade what you'd be expecting. My experience is, that it will upgrade nicely, but it won't say it properly.

Then there is a license screen which you must agree to continue. Then land on OS X Utilities. One thing you can do with a bootable stick is to install/upgrade an OS X:

This is the most time-consuming part. A cup of coffee doesn't do it. You can easily cook and eat a meal with the coffee during this. My hardware isn't especially old or slow, but ... the upgrade is.

After a reboot, you will end up in the OOBE (or out-of-box experience). This will start with Apple ID login. Apple makes an effort to not allow stolen hardware to be used and they pretty much require you to login during install:

Since I have a 2-factor authentication enabled for my Apple ID, a 2FA-screen will appear during the process:

There are steps about sending your usage data to Apple, then yet another license screen:

Then you need to make the choice of upgrading iCloud into iCloud Drive, the new thing that came with iOS 8 and OS X Yosemite:

Then you're pretty much done. Finally your upgrade is ready!

Step 4: Done!

Login for the first time:

One of the first things I did, was eject my USB-stick (there were couple other Macs to be updated, too):

At this point, you can continue using your precious Mac.

Aftermath

Was it worth it? Not really, the change is mainly cosmetic. iCloud Drive isn't a reason for me to upgrade. Apple-menu doesn't have System Update anymore, they changed it into App Store. That's like running iOS.

I updated anyway, as a nerd I like the latest stuff running on my computers. I should yield less problems and there needs to be some progress. I find myself stating the same thing in couple of my blog posts, "it wasn't worth it, but I did it anyway". With computers, it never will result any good to stand still and ignore future.