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Read This Before You Install Leopard

 
Episode #82 - Read This Before You Install Leopard

by
October 29th, 2007

It's been roughly 72 hours since Mac OS X 10.5 Leopard was released. Many (if not most) users are reporting no problems installing or using Leopard. Unfortunately, a significant number of others are having problems, many of which are severe. If you haven't installed Leopard yet, or if you have installed Leopard and are experiencing "issues," I encourage you to read this column from start to finish and visit all of the page links it includes.

I don't want to be an alarmist but a good number of users are experiencing the extremely nasty Blue Screen of Death (BSOD) after installing Leopard. When the installation completes and they restart (or their Mac restarts itself), a plain blue screen appears and nothing more. Keystrokes have no effect on it and a hard (power button) restart just brings the blue screen back again and again and again.

I know... because it happened to me. I got my copy of Mac OS X 10.5 on Friday around noon. Since I had already backed up and cloned my boot disk in anticipation, I ripped open the package, slammed in the DVD, and started the installation.

Before I detail what happened next, allow me to digress for a moment. Last Tuesday in my Dr. Mac column for the Houston Chronicle I offered my three simple rules for upgrading Mac OS X:

  • Don't be the first one on your block
  • Wait for the first bug fix release if you can
    and
  • Back up important data

It wouldn't hurt you to read the entire column (click here), but either way my point was:

Remember that the pioneers take the arrows and let the trained professionals, such as yours truly, take them for you.. let us discover the inevitable incompatibilities and issues and report them before you upgrade... read anything and everything you can find about Leopard before you install it.

So, where some Mac writers may have installed Leopard on a separate Mac, hard disk, or partition, or selected the Erase and Install or Archive and Install option to insure a cleaner, fresher installation of Leopard, I chose to perform the default Upgrade installation on the startup disk of my main everyday writing Mac (a MacBook Pro). You see, I firmly believe that if I'm going to write about this stuff I have to "eat my own dog food," to insure that if something went awry with my installation I would experience the same degree of terror other users would experience.

Which was just what happened. My Leopard installation went fine right up until the very end when I restarted my Mac. After that, the blue screen of death appeared and no amount of clicking, keystroking, or restarting would make it go away. I was blued, tattooed, and totally screwed. If I were an average user, I'd be having a massive stroke right about now. But being your intrepid reporter, I calmly walked into the den and fired up Safari on my kids' Mac. But because it was still a few hours before the official 6PM Leopard launch, the Web was completely bereft of information that might have helped me. As far as I knew I was the only one on earth experiencing this BSOD thing.

I wasn't ready to throw in the towel and perform an Erase and Install or Archive and Install just yet, so I did what I would have done if Tiger had blown up -- I booted into UNIX single user mode (by holding down Command+S at startup) and ran the file system check by typing fsck -fy at the prompt. It reported an invalid volume free block count and repaired it. Since the file system had been modified, I ran fsck -fy again and this time received a clean bill of health. I then typed reboot at the prompt and my Mac restarted.

I held my breath. Would the BSOD rear its ugly head? For about 5 minutes I was afraid so, but then the Leopard login window magically appeared. I logged in, but while everything looked OK my Mac was as slow as molasses in January. Next, some error messages informed me that I had several font conflicts. So I hunted down the suspect fonts, disabled them, and restarted.

After logging in again, things were still sluggish and I experienced nearly a dozen error messages and a kernel panic over the next few minutes:

The next thing I tried was to launch Console.app and look at some log files, hoping to find a clue about what was gunking up the works. I didn't, but since System Preferences had quit unexpectedly three or four times, I got to thinking perhaps I had incompatible third-party System Preference panes. So I moved roughly half of my third-party System Preference panes out of ~/Library/Preference Panes and /Library/Preference Panes.

I thought another possibility was a renegade Login Item so I also deleted every one of the Login Items from my Accounts System Preference pane.

I rebooted and held my breath again and...

Success! After several hours of terror and frustration and more than a dozen reboots, everything was working properly. Furthermore, I have had almost no trouble with Leopard since then. Time Machine is doing its thing beautifully. Spaces is a little rough around the edges but still more useful than I ever thought it would be. QuickLook and Cover Flow in the Finder are a treat. And Mail is working perfectly and seems a bit faster to boot.

Once I was certain my Mac was stable (or relatively stable), I spent a good part of the next two days reading everything I could find on the Web about Leopard installs so I could write a (hopefully) helpful column about it. The bad news is, I wasn't the only one to experience the BSOD -- not by a long shot. The good news is that it doesn't have to happen to you.

First, it appears that using either Archive and Install or Erase and Install instead of the Upgrade option avoids the BSOD. Almost all of the reports of BSOD I've seen were from users who used the default Upgrade installation. On the other hand, there are plenty of users who performed Upgrade installations successfully, so take it with however many grains of salt you wish.

That said, before you install Leopard it would behoove you to read some or all of both the official and anecdotal information about Leopard installs available on the Web. There are already thousands of pages with more being added by the minute. Some of the more useful ones I've found are:

Although I had some trying times on the way, after only a couple of stable days I'm beginning to like Leopard a lot. If you will just take a little time to prepare for and plan your upgrade, you can probably avoid the trying times and get straight to the liking Leopard part. Goodbye and good luck!

And that’s all he wrote…

Bob "Dr. Mac" LeVitus has been a Macintosh user for a long, long time and has written 49 computer books including Mac OS X Tiger For Dummies and GarageBand for Dummies. He also offers expert technical help and training to Mac users, in real time and at reasonable prices, via telephone, e-mail, and/or unique Internet-enabled remote control software. For more information on Bob and his services, visit www.boblevitus.com.

Send polite comments to

Send impolite comments to DeleteWithoutReading@boblevitus.com, or post your comments below.

Dr. Mac: Rants & Raves Archives.

Observer Comments

Show: Subjects Only | Full Comments
Close Name:Guest
Subject: Laughter is the best medicine.

Laugh, and the world laughs with you. Cry, and you cry alone.

Close Name:Guest
Subject: Hmm, it really is odd.

Yesterday, I installed 10.5 on two machines, a new alu. iMac and a last gen iBook G4. I used the update option on both. Neither had much non-Mac software such as Office or any haxies installed. Both started back up and were fine, although the iBook was busy for a while afterwards cataloging the files on the HD.

Close Name:ctopher Posts: 134 Joined: 25 Aug 2006
Subject: Nice article but...

OK so do you think it was the third-party preference panes?

Which ones did you have and which ones did you remove?

You said you were successfully back up and running. Did you have to restore Tiger from your backup, then remove the mysterious non-Apple Preference Panes or were you able to remove them either from single user mode or with your crippled running Leopard system?

This article is long on links and short on details. It's the web, you have unlimited pixels, tell us something useful!

(OK, "beware" is useful, but everything else is appendix material.)

Close Name:Bob LeVitus (aka Dr. Mac) Posts: 12 Joined: 01 Sep 2007
Subject: Here's the problem...

Ctopher,

The problem is that I'm not sure what made it possible for me to boot again. As I said, I was able to start up in Leopard after running the UNIX file system check twice. So FSCK worked for me, at least to get past the BSOD. To remedy the slowness and unexpected quitting that followed I moved at least 10 or 15 preference panes out of the Preference Pane folders and deleted ALL of my login items.

I haven't a clue which one(s) were causing my problems. Yet. Sure I could have listed all of the preference panes and login items, but my feeling is that the majority of them are totally innocent. So I'll add them back one by one over the next few days and if and when I find the culprit (or culprits), I'll let you (and everyone here) know.

My point was that there are a lot of people having issues and there's really no consensus as to what's causing it. I know it happened to me but I'm not sure why, or a reliable way to fix it. Yet.

So that's the reason the column is long on links... one of them may have the answer to YOUR issue. If I knew for sure what fixed mine (or if I even had a strong suspicion), I'd have gladly written another 5,000 words.

But I don't. At least not yet.

The object of the column was NOT that I had a fix for BSOD because I don't. I detailed the steps that worked for me because they might help someone else figure out how to get back up and running.

The object of the column WAS to let users know about these issues BEFORE they decide whether or not to install Leopard. And if they do decide to proceed, whether to use the more convenient but almost certainly more problematic Upgrade Install, or the less-convenient but probably safer Archive or Erase and Install.

I hope that helps...

Regards,

Bob "Dr. Mac" LeVitus

Close Name:Guest
Subject: Smooth 10.5 Upgrade

I of course backed up my data before the install. I repaired permissions using Disc Utility. I removed my 3rd party preference panes (ASM, ATI Displays, Divx, Flip4Mac WMV, Menu Meters, Microsoft keyboard and Microsoft Mouse). Leaving 3rd party pref panes in place during upgrades has caused my dock not to load in the past.

I loaded Leopard into my - hold your breath - FW800 500GB HD, the principal one I use, choosing Archive & Install. I left my 250GB FW800 external drive attached, as well as my USB devices (printer, keyboard, and Microsoft Trackball Explorer). The load took 1 hour on my 2GHz DP G5.

The automatic restart went absolutely smoothly. It took much longer than a normal startup, as every upgrade does - but it was truly no longer than with other upgrades. The Finder was a little slow to recognize my 250GB HD, but it did. Subsequent starts were absolutely normal.

No BSOD. No kernel panics. No freezes. Everything was where it should be.

There are several features that, in my opinion, even by themselves justify the cost of the upgrade - as you mentioned, Cover Flow and Preview. Still working with Spaces. Won't use any of the iChat stuff. This is a fun upgrade.

I ran Repair Permissions after the installation. It is VERY slow - ten minutes. One does not get the same indications as with 10.4 and prior. It was so slow I interrupted it twice, thinking the process had hung. Rebooted from the 10.5 DVD and ran it form there - same result. Finally it completed, but again it is slow.

I upgraded any now-outdated preference panes, and reloaded them - and still have no problem.

My 1TB FW800 HD should arrive on Thursday. I'll implement Time Machine then. Will probably switch to the 1TB as my primary drive, and split the backup duties between the other two.

Close Name:Guest
Subject: Time Machine backups and multiple drives

Guest,

I just saw your last comment about splitting the backup duties between the other two FW hard drives. If I understand correctly, and if you were referring to using Time Machine, that won't work (for now). Time Machine only backs up to one hard drive. You can change that drive to something else, but you can't back-up to multiple drives simultaneously and then expect to go back in time over several drives without switching one out with the other. I'm guessing Apple will eventually open Time Machine up to seamless use of multiple hard drives at once with Time Machine archiving and file retrieval, since we all will eventually fill our externals up! With the Office 2004 (and guessing 2008) having one gigantic database file, Time Machine will update that entire database file each hour and each day it gets altered. That will fill up a HD quickly.

Close Name:Bob LeVitus (aka Dr. Mac) Posts: 12 Joined: 01 Sep 2007
Subject: What DOES work

Ctopher,

It dawned on me that while I am not comfortable listing stuff I disabled because I suspect much of it is innocent, what I can do is list the third-party System Preference panes and login items I have loaded that _appear_ to work.

Notice I say "appear." I can't swear that these things won't cause issues for others, or even that they work, but right now they're loaded and not causing any issues on my MacBook Pro.

System Preference panes that appear to work:

Logitech Control Center (for my MX Revolution mouse)
FinderPop (which doesn't seem to work but isn't hurting anything either)
Flip4Mac WMV
iStat menus
M-Audio FireWire (doesn't work but isn't hurting)
Microsoft Keyboard
Mouse Locator
OpenBase
Plaxo
PowerChute (APC battery backup)
Startup Sound
Synergy
Version Cue CS3

Login Items that appear to work:

Snapz Pro X
ChronosNotesService
LaunchBar
DejaMenu
Microsoft Keyboard Helper
Skype
BackJack AutoLaunch
iStat menus Helper
EyeTV Helper
Skitch
Logitech Control Center
textsoapHelper
MacReporter
NTI Shadow
iTunes Helper
QuicKeys
MouseLocatorAgent

I hope that helps...

Regards,

Bob "Dr. Mac" LeVitus

Close Name:iJack Posts: 313 Joined: 13 Jun 2001
Subject: UnSanity...

have already said that their Application Enhancer won't work and most of the others, including ShapeShifter. I also read the the LogiTech Control Center was a problem, but according to Bob, apparently not.

As far as multiple backups, I am planning a strategy of TM on one external drive for the hourly incremental portion, and an overnight SuperDuper backup on another external for a full bootable clone.



Last edited by iJack on Tue Oct 30, 2007 12:43 am; edited 1 time in total
Reply | Quote
Close Name:Guest
Subject: Clean Install & BSOD

I did a clean install, and everything was going fine until I downloaded Apple's Keychain update, and then the BS occurred on reboot. So, be wary of Apple's updates. They're rushing them out wish little beta testing. Actually, you're doing the beta testing of the rushed updates.

Close Name:LaurieF -   TMO Forum Mod Posts: 3547 Joined: 15 Jun 2001
Subject:

You're assuming, post hoc ergo propter hoc, that it was that update that gave you the problem. When I installed the Keychain update on both my PB and Intel iMac, I didn't have any problems.

What evidence do you have that Apple is doing little testing?

Close Name:Guest
Subject: Livin' La Vida Leopard!

I did a standard "Upgrade" install on a relatively new iMac. Repaired permissions first, did a backup, disconnected all peripherals except the keyboard & mouse. Whole thing took under an hour including the DVD self-verification.

It all came up fine. Rehooked everything up, no problems with the printer, the external hard drive or the scanner. All my programs seem to work just fine.

Discovered a clever little nifty in the screen savers. If you select Pictures from iPhoto, there is an option to create mosaics of your photos using tiles from your iPhoto library. It can be mesmerizing.

Close Name:ctopher Posts: 134 Joined: 25 Aug 2006
Subject: Dr. Mac

I didn't mean to post and run away, but you know how "work" can get in the way.

I wanted to say thank you for responding to my post. I guess I was a little frustrated because I kept reading about people having trouble, but even some of the links you sent us off to were short on details.

That being said, I really do appreciate your responses and I agree that the article served it purpose without the hairy details. What I like about TMO and these articles is that we CAN ask and even RECEIVE those details with follow-up posts. My hats off to you.

As for myself, I read all I could, then just backed everything up and did a clean install. I'm still recovering from the backup (manually) but so far my Leopard experience is a good one. I will be referring back to your posts here as I get my machine back up.

Thanks again for your timely response and I apologize for my late acknowledgment.

Keep Rockin' Dr. Mac!

Close Name:Guest
Subject: BSOD long after install and some general comments

I make no pretense of being an expert MAC dude!!!

Now - I did the install of Leopard with backing up the entire system using Backup to my external LaCie drive, did the install to a formatted disc. Foud out that Time Machine does not "see" the backup. Damn...

Tried to manually move files back... not good... reinstalled Tiger and restored... still not too good, but better. Reinstalled Leopard using upgrade.

Whee - sort of worked. Adobe requires program reinstall for Photoshop (another whole story).

OK - running more or less just fine... now, install iLife 08 F@#k- BSOD at end of install...

I am taking it in to the local Apple store on Saturday to let them worry about it.

Tillman in Florida

Close Name:daemon Posts: 344 Joined: 17 May 2007
Subject:

Wait, people are having problems with Mac OS X upgrade? I thought that only happened with shoddy software like Windows.

Close Name:Guest
Subject: Shoddy...

Well, when one has 3d party stuff and upgrades, the company cannot really be responsible for the 3d party stuff... in that cse, you pays your moneyandtakes your chances.

It is virtually impossible for Apple to test all of the apps sitting out there.

Tillman

Close Name:daemon Posts: 344 Joined: 17 May 2007
Subject:

Quote
Guest wrote:
Well, when one has 3d party stuff and upgrades, the company cannot really be responsible for the 3d party stuff... in that cse, you pays your moneyandtakes your chances.

It is virtually impossible for Apple to test all of the apps sitting out there.

Tillman


Yet Microsoft is expected to do what Apple cannot?

Close Name:Guest
Subject: Weird...But you must have a lot of crap in your Mac

My upgrade was flawless.... as smooth butter...iMac G5, single user account. Not a glitch.

I believe I'm blessed by Steve Jobs...more power to Apple!

Original Mac user since 1984. Original Mac # 00005.

Go, Steve, go!

Close Name:Guest
Subject: Apple

Yup, they are because they are far better, and hence more expectations on their shoulders

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