Apple released Mac OS X 10.7 Lion and it is the first release of OS X to be distributed primarily through a digital channel. That digital channel, the recently released Mac App Store, is the main way in which Apple is selling Lion.

To help you (or perhaps a family member or friend who may need a little guidance) with the various installation methods, and how the Mac App Store changes things, we’ve prepared the following post. In this article we include a step-by-step guide for the typical Lion upgrade process, explain what the new Recovery Partition is, how to make your own bootable Lion Installation media, how to do a clean Lion installation and a helpful Q&A section.

So jump after the break to see the full article and learn more than you would want to know about the Lion installation process.

Contents

To make things as simple as possible we have split this article into several sections so you can jump right to the section you most want/need to learn about. So as a side note to those who wish to read the whole article, be warned some parts and information is repeated multiple times.

  1. Introduction to Mac App Store Distribution of Lion
  2. The Simple Upgrade Installation (from Snow Leopard)
  3. The Recovery Partition, What Is It?
  4. Making Your Own Bootable Media
  5. The Quasi-Clean Installation
  6. The Completely Clean Installation

1. Introduction to Mac App Store Distribution of Lion

Availability

First things first, as we noted in our post earlier today, Apple has decided to offer Lion for just $29.99. Astute readers may recognize that this is identical to the cost of the previous version of OS X, Snow Leopard. What is new however is that Apple is focusing the distribution of Lion mainly through the Mac App Store – although they have backtracked and will be offering Lion on a USB drive for $69 sometime in August.

Note: Apple is also discontinuing the OS X Server version, opting instead to offer a separate download that includes the server elements for $49.99

Basic Requirements

The first implication of primarily distributing Lion through the Mac App Store is that it means users must be running Snow Leopard (because it is the only version of OS X which can run the Mac App Store). A side issue is that to ensure a smooth upgrade, Apple released a software update for Snow Leopard, meaning users must also be running 10.6.8 – the most up-to-date version of Snow Leopard.

Problems

Distributing Lion through a digital platform does pose some problems for a subset of users that have sub-standard internet connections. At roughly 4GB (it is slightly less) Lion is undoubtedly a very large download for anyone on dial-up or slow broadband and those with minimal download caps of 15GB or less. For those of you that are affected by this there are a few potential solutions. Now that Apple has released Lion they have also revealed that for those who cannot download Lion, they will be offering a $69 USB drive that contains the Lion installation files.

Jump to the Q&A section for some other solutions so you don’t have to pay $40 more for Lion.

2. The Simple Upgrade Installation (from Snow Leopard)

Casting aside the problems mentioned above, for the majority of users the installation process of Lion will likely be the simplest of any operating system they have installed before. This section will nonetheless go step-by-step through the process of doing an upgrade installation of Lion, also pointing out some customization options. This section might also be worth sharing with anyone who is hesitant of doing the upgrade themselves.

Step 1: Can Your Mac Run Lion?

Lion has some requirements that might mean your Mac cannot run it, although generally, if your Mac is running Snow Leopard you won’t have a problem. To check all you need to do is click the Apple icon () on the top left corner of your display. It will open up a menu, from there select the first option ‘About This Mac’ and it will open a small window.

Here you need to check two things, first is that in the processor field you have one of the following: Intel Core 2 Duo, Core i3, Core i5, Core i7, or Xeon. Unfortunately if you do not have one of those, you will not be able to run Lion and the only option for you will be to purchase a new Mac with one of those processors.

The second requirement is that you are running the latest version of Snow Leopard. Looking at the same window, check that the version stated is 10.6.8. That is the version required to upgrade from Snow Leopard. If you do not have this version go into the ‘System Preferences’ app, click the ‘Software Update’ icon, select ‘Check Now’ and follow the prompts.

Step 2: Purchasing And Downloading Lion

Purchasing and downloading Lion is as simple as going into the Mac App Store, finding Lion (it is featured on the front page, but a search will also find it) and clicking the purchase button.

As soon as you click to download Lion, down flies the Installer icon which has a little progress bar. Once the download is done, the Lion Installer will automatically open – ready for instructions from the user.

Step 3: Pre-Installation Preparation

Now comes the part where you have to go through some steps, with some (minimal) options on how Lion installs. Let’s go through each of those steps:

1. The ‘welcome’ screen

This is the screen that greets you when you Lion finishes downloading. Not much to see here, just press ‘Continue’.

2. Software License Agreement

Yes, this is that inevitable, pages-long license that you must agree to before continuing on your Lion installation journey.


3. Which drive

Most users just need to press continue on this step, but the Installer does give you the opportunity to Install Lion to another disk if you so choose. For this section we won’t be changing the drive, but this option becomes useful when we discuss Clean Installations in Section 6 below.

4. It begins

Choosing which hard drive to install to is the last pre-installation step you need to go through, now the Lion Installer gets to work in ‘preparing’ the computer for your Lion installation. This process is relatively quick and once done will restart the computer.

Step 4. The Installation

Once your Mac has booted into the full Mac OS X Installer, Lion is literally installing itself – this process doesn’t require any interaction from you. Depending on your computer this could take anywhere from 15 minutes to 40 minutes.

Step 5. You are done!

Login and enjoy your new operating system! If you want to learn more about the operating system be sure to check out our review of Lion too.

3. The Recovery Partition, What Is It?

Part of the problem with digitally distributing an operating system is that if something goes terribly wrong with your installation, perhaps to the point were you cannot even boot into the installation, you are stuck without a disk to re-install the operating system. To fix this, you would have to find another Mac to download a new copy of Lion and then copy it to a USB Drive or DVD to re-install Lion – a lot of hassle. Fortunately however, Apple has had the foresight to recognize this problem and has come up with a simple and fairly painless workaround.

When you install a copy of Lion to your hard drive, part of the installation process involves a new recovery partition being created. This recovery partition contains a portion of the Lion installer, but more importantly some tools that will help troubleshooting and repairing installations.

To enter the recovery partition all you need to do is hold the ‘option’ button on your keyboard (Alt on a non-Mac keyboard) and wait for a list of bootable drives to appear, once they do, simply select the recovery partition. Give it a minute or so to load and you will be presented with the Mac OS X Utilities window which gives you four tools to help recover your Lion Installation. These include restoring from a Time Machine backup, reinstalling Mac OS X, getting help online and using Disk Utility.

Note: There are other (more advanced) options available from the menu bar within the Mac OS X Utilities screen.

These four options are fairly self-explanatory but there are some interesting points to note. If you do choose to reinstall Lion from this recovery partition, Apple does require you to send your Mac’s serial number back to them. At this stage it is not known whether this is being used to prevent users who did not purchase Lion from re-installing, but the could well be the case.

If you choose to get help online, the Utilities application will literally open up an instance of Safari, which is fully-functional, so that if you are having a particular problem you might be able to easily find a resolution without re-installing Lion or booking an appointment with your local Genius Bar. In case you are wondering, yes you can easily connect to the Internet in this mode by setting up WiFi or using Ethernet – the experience is nearly identical to the ‘full’ OS X.

4. Making your own Bootable Media

Whether you just want peace of mind knowing that you have a copy of Lion if you ever need to re-install it or are wary of a complete hard drive crash which would render the recovery partition useless, making your own Lion DVD or USB Drive is fairly simple.

Step 1. Save the Lion Installation Files

The first thing to do is to make sure you get those Lion installation files – Apple automatically deletes it once you do an installation of Lion, so make sure you do this step before you try installing Lion.

The Mac App Store downloads the Lion Installer into the /Applications folder and it is named ‘Mac OS X Installer’. Copy this file to somewhere else for now, preferably an External HDD or separate partition.

Step 2. Find the InstallESD.dmg Image

What you copied over was an application, but technically all you need to create a bootable drive or disc is the Lion Installer image. This is located inside that application.

Go to the Mac OS X Installer.app file, right click and select ‘Show Package Contents’, open the ‘Contents’ directory and then the ‘SharedSupport’ directory. Inside ‘SharedSupport’ is that all important file named ‘InstallESD.dmg’.

Now you can go on to the next step and either create a bootable DVD, or bootable USB drive for installing Lion.

Step 3A. Create a Bootable Lion USB Drive Installer

You’ll need a USB drive that is larger than 4GB – a 6GB or larger drive is a requirement. The first thing to do is insert the USB drive, launch Disk Utility (just do a search in Spotlight for it) and select the thumb drive. From there you will want to click the ‘Erase’ tab (make sure you don’t have anything important saved, everything will be deleted), check that the Format is ‘Mac OS Extended (Journaled)’ and click erase.

The next thing to do is right click that thumb drive and select ‘Restore’, a window will pop up asking for a source – this is where the InstallESD.dmg comes into play. Locate that image and press Restore, give Disk Utility a little while and there you have it, your own Lion USB Drive.

Step 3B. Create a Bootable Lion DVD Installer

Using the DVD medium instead of a USB Drive is also an option and the process is similar. Insert a blank DVD and open Disk Utility, this time click on the DVD and select ‘Burn’ from the toolbar.

Find that same InstallESD.dmg image, select it and press ‘Burn’. This will take a while, depending on how fast your DVD drive is. Once done you have your own, home-made, Lion Install DVD.

5. The Quasi-Clean Installation

Whilst I know a number of pro and power users will frown upon this suggestion, I have decided it is worth briefly explaining a ‘quasi-clean’ installation of Lion where you do a clean install of Snow Leopard and then do an upgrade installation of Lion. There are two reasons for this:

  1. Doing a completely clean installation of Lion unfortunately requires you to re-download a significant portion of Lion to install it – despite the fact you have a bootable image which contains everything.
  2. Despite taking longer, it is a far simpler process than the completely clean installation.

This installation is fairly simple, firstly make sure you have all your documents backed up because you will be wiping your hard drive (or partition) to make way for a new installation.  This can be anything from a Time Machine backup to just copying everything you need to an external drive or using something like Dropbox or SugarSync to back your files up to the cloud.

The best way to begin this installation is to insert your Snow Leopard disc (or USB drive if you got a new MacBook Air) and reboot. On that gray boot screen press ‘option’ (Alt on a Windows keyboard) and select the Snow Leopard Disc. Now you need to wipe the hard drive or partition to which you want to install Snow Leopard (and later, Lion). I strongly recommend disconnecting any external drives that may be connected to the Mac in case you accidently choose the wrong one!

To wipe the drive, just select the particular hard drive you wish to install Lion on to and then select the ‘Partitition’ tab, from there change the Volume Scheme to 1 partition (or whatever else you want). You can change the name and then press ‘Apply’. Once this is done you can close Disk Utility and run the Snow Leopard installation as normal.

As soon as you are done with the installation of Snow Leopard, do not install anything. Go straight to Software Update and get all the necessary updates, all the way up until you have version 10.6.8. At this stage, you are all ready to start the upgrade installation of Lion. You can just go straight to the App Store to download and then run the Lion installation. Alternatively, if you copied the installation files (the Mac App Store downloads it to the Applications folder) you can just run that straight away.

So now that you’re all set to install Lion, jump back to Section 2 and follow the steps there – they’re literally identical.

6. The Completely Clean Installation

Unfortunately, Apple has made the clean installation a far tougher process with Lion and the way it works will differ depending on the method you choose to do a clean installation. I shall start off with the simplest method – this where you install it from Snow Leopard and install Lion to a different partition.

Method One: Installing Directly On To Another (Clean) Partition From Snow Leopard

All you have to do is follow the steps in Section 2 but in the step where the Installer asks which drive to Install Lion to, select “Show other disks” and select a clean partition to which to install to. Apart from this one difference, you can follow the steps outlined in that section.

Note: Use Disk Utility to create a new partition.

Using this method, you would be able to subsequently copy your data from the Snow Leopard Installation (either manually or through a Time Machine backup) and then delete the Snow Leopard partition and resize the Lion partition. Finally because you are creating a new installation, there are some set-up steps in addition to what is outlined in Section 2. They are fairly self-explanatory so I have just used screenshots: