Archive for April, 2003

Setting Up Mac OS X 10.2

Sunday, April 13th, 2003

Phase 1

-Backup pertinent information from machine that is to be installed/upgraded
-Ensure the latest firmware is installed on the system-If OS 9 is installed and/or needed, make sure it is fully updated to 9.2.2 with all updates before installing OS X.
-If OS 10.1.x is present, make sure it is fully updated to 10.1.5 before upgrading to 10.2.

Phase 2

-Insert the OS X CD into CD drive.

-If upgrading from OS 9.2, go to Apple>Control Panel>Startup Disk
-If upgrading from 10.1.5, go to System Preferences>Startup Disk

-OR, click on the installer on the CD. Enter the Admin username and password, and it will be used during the installation

-When the next window opens, select the OS X 10.2 CD and click Restart

-The system should start from the CD, with the Select Language screen appearing first.
-If the system did not boot from the CD, reboot while holding the C key down

-Before selecting a language, click on Installer>Open Disk Utility…

-Click on First Aid
-Select the first hard disk volume and click on Repair Disk
-The following are important errors to note when the repair is complete (errors are listed in red text on the screen):
Note critical errors here

-Click on Partition
-Ensure that Mac OS Extended is selected for the Format
-Ensure that Install Mac OS 9 Drivers is checked
Commentary about situations in which to partition the disk should be placed here

-When finished use the Command+Q keystroke to exit the utility screen and return to the Select Language screen

-Select Use English….
-Read the Important Information to make sure that you are installing OS X on a supported computer and to make sure that it meets the minimum system requirements

-On the Select a Destination screen, select the volume on which to install OS X
-Click on Options
-Select Upgrade…. if this system is being upgraded from OS 10.1.5
-Select Archive…. and check Preserve Users…. if this is a clean install of OS 10.2
-Select Erase and install ONLY if this is a complete replacement of the OS, including reconfiguration of users and network setting, and reinstallation of all applications
Disk should be formatted as Mac OS Extended in this case


-Click on Customize on the Easy Install screen

-Make sure that BSD Subsystem is checked

-Uncheck the following:
-Additional Applications (ONLY if performing a clean installation)
-Additional Asian Fonts
-Localized Files

-Click on the arrow next to Additional Printer Drivers
-Uncheck Canon and Lexmark (unless the client uses these brands of printers)

-Click Install
-Monitor installation to insert Disk 2 when prompted (unless performing a clean installation)

Phase 3

-When the computer reboots after setup, the registration and setup questionnaire automatically begins. enter the business information for the client, for example:

-Select United States in the Welcome list
-Select U.S. in the Personalize Your Settings list
-In the First Name field, type the client’s name (If the client’s name is short, type is for both First and Last Name. If it is long, split the name between the two)
-In the Address field, type the client’s address
-In the Email Address field, type the client’s general email address
-In the Area Code field, type the client’s area code
-In the Phone Number field, type the client’s phone number.
-Click the arrow box on the Where will you primarily use this computer? pop-up list and choose Work.
-Click the arrow box on the What best describes what you do? pop-up list and choose an item that best describes the client’s service or product
-Select the No button for both I would like…. statements
-In the Name field, type Administrator (or an other designated Admin name that the client uses)
-In the Short Name field, type Admin (or an other designated Admin name that the client uses)
-In the Password field, type a password that will be used for the Admin account above (DO NOT enter the KKS admin information in these area’s. This user account will be added later)
-In the Verify field, type the password again.
-The mac will now attempt to register with Apple. This step will timeout in one to two minutes, if a connection can not be made.
-Click the arrow box on the Select Time Zone pop-up list and choose your time zone.
-In the Set Your Date and Time window, set the date and time.
-Click Done

Phase 4
-Continuously run Software Update in System Preferences until there are no updates left
-Install all applications

-Log in as user and configure settings and interface

Network Preferences
-Click System Preferences in the dock
-Click on the Network icon in the preferences window (see images)
-Modify Network Preferences according to 318 protocol.

Modify Dock:
(See Unmodified Dock image)

The dock should be modified to include aliases to the following:
-Home folder
-Documents folder
-Regularly used servers

Additionally, the following aliases should be added, as needed by the user
-Now Contact
-Filemaker (additionally include a shortcut to Reptools or any regularly used databases as well
-All regularly used Office programs
-Any instant messaging programs

-Change the Dock Preferences (see image)

(See Modified Dock image)

Quicktime Preferences

(see images)

Filesharing Preferences

(see image)

Firewall Setup
(see image)
-Click on the “New” button to enable the following services (as appropriate)
AOL IM – port 5190
MSN Messenger – ports 6891-6900
Retrospect – port 497
Timbuktu – port 407

Date & Time Preferences

(see images)

Internet Download Preferences
(see images)
-Open Internet Explorer
-Click on Explorer>Preferences>Download Options

-Click on the “Change Location” button
-Make sure that the Desktop folder is highlighted
-Click on the “New Location” button
-Type the following “D O W N L O A D S”

Classic Preferences

(see image)

Modify Desktop
(see images)
-Click on View>Show View Options
-Make the menu look like the image

-Now the desktop should be arrange like the Modified Desktop image