Prepare to upgrade macOS
Apple has announced that macOS 26 Tahoe will be released on Monday 15 September, slightly earlier than had been speculated. Even if you’re not intending to upgrade to that, you might instead be looking at moving from Sonoma to Sequoia, or perhaps dragging your feet and considering Sonoma as it enters its final year of support. This article considers what you should do when preparing to upgrade macOS.
One of the surgeons I worked for in my first internship in hospital taught me an important lesson in life: when considering the outcome of anything that could go wrong, assume that it will go wrong, and prepare for that. When it actually works out better than you planned for, you can enjoy your success.
Emergencies
The worst case is that your Mac dies during the upgrade. Although that’s also the least likely, you need to think through your disaster plan. I ensure that all my most essential files and data are shared or copied up to iCloud so that I could get by for a day or three without that Mac. A recent full backup is also essential: if your Mac needs to go away to be resuscitated, one way or another that’s what you’ll be restoring from.
Upgrades do bring a tiny but significant risk of bricking your Mac in a way that only a full Restore will recover it. Although this can apply to Intel Macs with T2 chips if a T2 firmware update goes wrong, this is more the preserve of Apple silicon Macs. I’ve recently stepped through your options with full details here. Your first DFU Restore is daunting, but once you’ve done one, you’ll realise that they’re not that challenging if you have the right cable and DFU port. When you’ve restored firmware and macOS, you’ll then be restoring from that last backup, emphasising its importance.
In the days before the SSV, when there was only one boot volume and that could so readily be corrupted during upgrades, you also needed to have an emergency toolkit handy to repair an upgrade that went wrong. These days, the whole of the System in the SSV is either perfect, or macOS has to be reinstalled. Minor glitches are almost invariably corrected by restarting after the upgrade has completed, or starting up in Safe mode (remember on Apple silicon Macs that’s performed from Recovery).
Reverting macOS
The other possibility that you should plan for is beating a hasty retreat and reverting to an older version of macOS. Provided that you’re fully aware of the changes to the macOS interface brought in Tahoe, I think this is less likely for those upgrading from Sequoia, but if you’re skipping a version or two you could still find yourself unable to use a vital peripheral or one of your key apps, leaving you with reversion as your only option.
I’m sometimes asked by eternal optimists whether you can revert to your previous macOS simply by using its SSV snapshot. Sadly, snapshots are of no help: the only way back is to wipe and reinstall that macOS.
On Intel Macs, you’ll need to do this when booted from an external bootable installer, which doesn’t have to be on a USB ‘thumb’ drive, but does still require its own HFS+ volume to work. Apple explains this here, and Mr. Macintosh has links to all available installer apps.
Although you can do that with an Apple silicon Mac, if you have a second Mac and the right USB-C cable, it’s usually quicker and simpler to do this by restoring from the appropriate IPSW file in DFU mode, then restoring your files from your latest backup, as explained here. This is particularly valuable, as it also restores the original firmware, which may be the root of your problems. Unfortunately, that doesn’t seem possible with Intel Macs. Once their firmware has been upgraded, the user isn’t able to downgrade it.
Checklist
- Check you’re prepared to use your disaster plan if needed.
- Consider sharing and copying to iCloud to help you use another Mac or device temporarily.
- Make a full backup immediately before starting the upgrade.
- Restart, or start up in Safe mode, if the upgrade leaves your Mac with problems.
- Reverting to an older macOS isn’t trivial, and will require you to restore from your backup.
- Revert an Intel Mac using a bootable external installer.
- Consider reverting an Apple silicon Mac by restoring it in DFU mode, using an older IPSW.
Whatever you choose to do, I wish you success, and hope that your preparations prove completely unnecessary.