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Should you migrate to your new Mac, and when?

Between now and the end of the year, many will be taking on a new Mac, either a brand new M4 model or an older Mac sold or passed on. Before you even think about setting it up, you need to work out how you’re going to move your existing apps, Home folder and media libraries to it. Are you going to trust that to Migration Assistant in macOS? If so, should you do that when first personalising and configuring the Mac, or leave it until later? This article is intended to help you plan that.

What do you want to migrate?

The first important question is what you want to migrate from your old Mac to the new one. If you intend taking across much of what’s on the old one, including all your current user settings, then the best time to do that is when you’re first configuring the Mac, shortly after powering it up. Instead of going through all the steps to create a new user account, migrating at this stage will set that account up for you.

If you’re currently running an older version of macOS, or don’t want to transfer settings from your current user account, then you might do better to delay any migration until later, when you’ve already created yourself a new account and set it up as you want.

If you want to start from scratch, and only move the files and folders you want, then you may prefer to give Migration Assistant a miss, and perform the migration by hand. This is much harder, and even if you think you know what to do, you may well be surprised with the tasks that prove difficult, and those that don’t work at all. Modern macOS is exceedingly complicated and largely undocumented, so it’s easy to omit something important, and waste time trying to move it by hand.

When should you migrate?

Migration Assistant isn’t perfect, and the version of macOS pre-installed on a new Mac inevitably needs to be updated as soon as you can. As a result, in the past I’ve recommended that you delay performing migration until you’ve set up the primary admin account and brought the Mac fully up to date with macOS.

With new M4 Macs, I now recommend that, if you do want to migrate much or all from your old Mac, you do so during initial configuration, rather than later. The first batches of M4 Macs come with the regular edition of macOS Sequoia 15.1, and need to be updated to a newer build number, taking them from 24B83 to 24B2083, which is only for M4 models and VMs. Unlike some previous Macs, the version of 15.1 they ship with is still robust, and its Migration Assistant works well, so migrating early should be robust, if you want to move much of what’s on your old Mac.

If you remain undecided, then don’t forget that you can always migrate later.

What to migrate from

If you’re going to migrate much, you want your new Mac to be connected to the source it’s going to use by the quickest means possible. In practice, that means by Thunderbolt 3/4 if you can, rather than over a regular network. Either connect the two Macs back-to-back with a good Thunderbolt 4 cable, or migrate from a backup on a Thunderbolt 3 SSD, if you can.

Migration from a backup should work correctly whether that backup was created by Time Machine, Carbon Copy Cloner, SuperDuper, or any other good utility. All you need to do is ensure that it was made recently.

iCloud

Just as when migrating iOS and iPadOS devices, sharing using iCloud often proves a major advantage, indeed it may be the only way to fully synchronise the Data Protection keychain that’s shared when you share Keychain in iCloud. Although that’s backed up by Time Machine, restoring or copying it from a backup may not work.

If you don’t normally share your Keychain in iCloud, or other databases such as Contacts and Calendar, consider turning those on and letting them sync fully before migration, as that could save you trouble. Once migration is complete and your new Mac has synced fully, you can always disable their sharing again. If you’re selling or passing your old Mac on, you’ll be disconnecting it from your iCloud account and using Erase All Content and Settings (EACAS) anyway.

Anticipate problems

Migration Assistant, whether used during initial configuration or later, works best when:

  • both Macs are running the same version of macOS (and Migration Assistant);
  • it’s migrating the primary admin user account from your old Mac to the primary admin account of your new Mac;
  • there are no disk errors, damaged folders or files in either source or destination storage;
  • the old user account is entire and doesn’t use any ‘tricks’ in its Home folder.

You do get a choice as to what you migrate, but if you’re going to have to work through that in detail, picking some items and not others, you might find a painstaking manual migration better. If the versions of macOS on the two Macs (or backup) are far apart, then you may find yourself having to work through the new Mac correcting any misunderstandings that arise between the two versions.

If you migrate later, you’ll be given the option of merging from the old account into the current one on your new Mac. If you include settings in that migration, then your new settings will be overwritten by the old ones, and may need further attention once that migration has completed.

Post-migration checks

Once migration has finished, check through all your key settings to ensure they’re just as you want for your new Mac. As far as security is concerned, a quick check with SilentKnight covers key items like FileVault and security data updates. One important setting that I noticed hadn’t been enabled on my new M4 Mac mini was Find My, which takes a bit of searching in System Settings to get right. You should also set aside some time and patience to attend to all the details in Privacy & Security, to ensure nothing is amiss there.

The current version of Migration Assistant does try to migrate the contents of well-known hidden folders including /usr/local, and should copy across any command tools and other files you have installed there. It may not cope so well with more extensive customisation in those hidden folders, though, and you should check those locations carefully following migration.

Migration mess

Very occasionally, Migration Assistant is like a bull in a china shop, and creates havoc, or fails to complete. Allow time so that you can work out how best to resolve that. If the worst comes to the worst, don’t be afraid to start from scratch with a clean install of macOS and an empty Data volume.

Pulling tricks

Old methods of instant migration using volume clones only work with old versions of macOS, prior to Big Sur or even Catalina. While you might get away with using them now, they often cause fundamental problems. Bite the bullet and take the easy way by migrating properly, so your new Mac gets off to the right start.

I wish you fair winds and success!

See also

Migrating to a new Mac, and claiming Time Machine backups
Apple Support

Migrating to a new Mac, and claiming Time Machine backups

Over the last few years, Migration Manager in macOS has improved considerably, and when used wisely it can save you a great deal of time getting you new Mac up and running. This article explains how you can use it in Sequoia, and how that works with Time Machine and the backups from your old Mac.

There are two occasions when you can transfer your apps, settings and documents using the process of migration: during the initial personalisation and configuration of macOS, or using Migration Assistant at any time later. I always used to postpone that until macOS was set up and brought up to date, but lately I’ve preferred to get this over with first.

This time I faced a more difficult problem: I was replacing my old Mac Studio M1 Max with my new Mac mini M4 Pro, both of which are intended to use my single Studio display. While I could have run one of them headless (without a display connected), Migration Assistant expects both Macs to be used interactively, which would have required some cunning juggling. Instead of opting to connect them back-to-back, I therefore chose to migrate during initial setup from the Studio’s last Time Machine backup. As the backup storage for my Studio was a Thunderbolt 3 external SSD, this proved surprisingly quick.

Migration during setup

Before unboxing your new or previously owned Mac, prepare the source for migration, and any cable required to connect that Mac with the source. Migrating from a backup is here one of the simplest and fastest options, as all you need do is move your old Mac’s external backup storage over to the new Mac.

In the past, migration used the fastest connection available between two Macs that were connected back-to-back, but Apple’s current support note now states that Wi-Fi will be used. In my case, given that both Macs have 10 GbE, that could have been a disappointment if they were already connected by Ethernet cable.

Another important step is ensuring that your new Mac has a keyboard and mouse/trackpad. As I was moving those from my Studio, I connected both to the new Mac mini by their charging leads to ensure they’d work and pair correctly.

Unbox your Mac, connect it up to your migration source, its new keyboard and mouse/trackpad, then start it up. When the setup sequence reaches the Migration Assistant screen, select the migration source.

tmmigrate

If you’re migrating directly from your old Mac, at this point you’ll need to open Migration Assistant on that Mac and set it to migrate to another Mac. Follow the prompts to continue the process.

Migration after setup

Initiate this by running Migration Assistant in /Applications/Utilities, and follow its prompts to select and connect to the source as above.

Time Machine backups

Assuming that your old Mac made Time Machine backups, and you want your new Mac to continue doing so, now’s the time to connect that backup storage, if it wasn’t already used as the migration source. When you do, you’ll be offered two options, to claim the existing backups for the new Mac, or to leave them for the old one.

tmbackupclaim

You should see this dialog if:

  • you have migrated settings from an old Mac to this one,
  • you have migrated settings from a Time Machine backup of another Mac to this one,
  • you cloned the boot volume group used to start up your Mac,
  • your Mac’s logic board has been replaced.

If you claim the existing backups for your new Mac, then they’ll be used as part of its backup history, but you won’t be able to use them with the old Mac. You may prefer to leave those old backups as they are, and gradually delete them to free up space. Provided that you create the new backup volume for your Mac in the same container, old and new backups will share the same free space on your backup storage.

This apparently replaces the old tmutil inheritbackup command, which no longer appears to work with backups to APFS.

Postscript

I am very grateful to Csaba Fitzl for two useful pieces of information:

  • In macOS Sequoia 15.1 at least, tmutil inheritbackup does work again, when entered with the path to the backup volume, e.g. /Volumes/[TMDISK].
  • Claiming old backups is only offered when migration has taken place. If you set up your new Mac without migrating, it doesn’t appear to be offered, although you should then be able to use tmutil inheritbackup instead.

As Nicolai points out in the comments below, Apple’s support note is incorrect about migration only using Wi-Fi connections to another Mac. This should work as it always has, and select the fastest connection between them, which could include back-to-back Thunderbolt.

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