very old and antique Macintosh computer

How to reinstall macOS – fast and from scratch

So, you got a used Mac and confirmed its working? May be like me – a Mac Mini late 2014 from the good old times when the hard drives were not soldered down on the motherboard yet (well, memory already is). A house full of Apple mobile devices and still Windows clients all around with no AirPrint-compatible printers. I tried for quite a while to get a Windows 3rd party AirPrint service running, but that always had issues with pdf crashing the service. I made the decision, that a small Mac to be used as a server could be a good step into that world before I replace all the remaining Windows systems. The device was delivered with a fusion drive built-in (128GB SSD acting as cache for the 1TB HDD). I upgraded the HDD to a 2.5in Samsung QVO 870 4TB SSD and therefor I had to reinstall macOS from scratch. Your reason may be as simple as selling yours or just wanting to have plain vanilla OS to re-use it. Official Apple documentation on that is quite okay, but it will take a while to gather the different steps needed while jumping from one article to another – for reference here’s the official starting point. Just in case you need to create bootable installation media – this is the article you’ll want to read.

But before we reinstall macOS we should make sure that we are already on the latest version, else it would just reinstall the last installed version. At the time writing that article that means macOS Monterey – so head to the Apple Store on the device, get macOS Monterey and install that first. When this has been done, we can start with the OS reinstallation. Starting state is the powered-down Mac. For the older Intel-based Mac You need to press and hold down Command+R immediately after switching on the system until the menu appears. On the newer Apple Silicon based (M1) You just need to press and hold the power button. By the way, for these recovery things I would always use a wired keyboard as I can never be sure that the wireless versions will work there. If You are using a Windows keyboard, replace the Command key with either Control (Ctrl) or Windows-Key – for me, the Windows+R combination worked just fine.

Cleaning the disks

CAUTION: This part is dangerous, especially if You have not backed up all of your data from your Mac.
You may loose everything here!

Now we end up in the recovery menu with the menu bar on top and the following options to choose from in the center of the screen. I am using a network cable for internet access here, but WiFi should work as well. As we want to get the hard disks ready first, we’ll go for ‚Disk Utility‘.

select Disk Utility from the menu

The Disk Utility will at start always show You the partitions (logical parts the disk has been split up to). As You can see there, my SSD was already in use before and shows as ‚data‘. Surprisingly, it also showed the macOS volume although the old main disk has been removed already. Maybe some caching remnants on the SSD portion of the fusion drive. Does not matter, we’ll kill anything anyway before we reinstall macOS. To do so, select the volumes on the left below the internal node and afterwards click on the small minus at the Volume button.

remove unwanted volumes by selecting minus on volume button
No worries – you are not able to delete the macOS Base System – you can only delete your partitions…

Repeat that until all volumes You do not want to keep have been removed. Now, You should also see the Container diskX entries on the left side below the harddisk model names. Next part is creating the partitions in the way we want them. That’s quite easy here – we’ll put the macOS on the small 128GB M.2 flash drive and data on the 4TB 2.5in SSD.

Important Note:
I would not do it that way anymore – based on current knowledge and experience so far, I would rip off the M.2 flash drive and only keep the large 2.5in SSD in. To really make use of the second drive, you need to have a second admin account, whose userprofile folder must be relocated. Backup with TimeMachine will work well, but on a restore the troubles will start. Redirected userprofiles can‘t be restored by TimeMachine directly, you will have to restore manually from TimeMachine view and that represents a real challenge. With the latest update of macOS Monterey in September 2022, Apple splittet user and OS data in two different partitions on the main drive – with the user data partition being called ‘data’, just like mine and renamed my partition to ‘data 1’. You might imagine the expression on my face when I logged on after reboot and had to go through the out-of-box-experience again and my desktop was empty. Do not put your user data on a separate drive or partition anymore, and for sure do not name it ‘data’.

Select the proper container and click the Plus sign on the Volume button. I named the OS area macOS and the data area just data – both running APFS filesystem. As I am migrating from Windows I am going with the case-insensitive file system like I am used from Windows. MacOS being Linux/Unix-based can also handle case-sensitive file systems, which to me brings no real advantage but only a lot of pain from my bash memories. I skip on file system encryption as my Mac resides in the basement locked inside the 42U cabinet, for a notebook with proper backup I would have maybe chosen the encrypted file system.

create volumes by using the plus sign on the volume button
and in the same way you can re-create the partitions as needed
format newly created volumes with APFS file system
DO NOT NAME IT DATA – THAT’S A RESERVED NAME NOW ! – macOS is based on Unix, so having a case-sensitive file system would be standard. But if You are coming from Windows or have to exchange files and scripts, go for case-insensitive – it will save you a lot of troubles on multi-platform usage

I had to repeat this procedure for my data partition. When done, close the Disk Utility as usual by pressing the close icon top left of the window.

close the disk utility with smal red cross option top left

Reinstall macOS

Now we are going Reinstall macOS Monterey and I will skip the obvious ‘Continue and Agree’ screens as there is no value gained in showing these.

now select Reinstall macOS

If you have multiple disks, make sure to pick the right one for the OS. In my case the M.2 disk with the smaller size was the right one. If they would have been of the same size, labelling with the Disk Utility upfront may help tremendously.

make sure to select the correct volume for macOS installation

Now it’s time to do something else like getting a fresh cup of coffee – depending on the bandwidth of your internet link, this could take quite a while until You are presented the following screen.

select your country

If you want to give away or sell your device, stop here by pressing Command-Q and selecting shut down – this will keep the out-of-box-experience for the new owner. But if not, read on: As my device will be used as server, I ensured to select the proper region (that could influence a lot of things like used AppStore, DownloadServers etc.). I also modified language and input sources to my needs on the next screen by using the ‘Customize Settings’ button at the lower left.

you may customize your language settings and input options by choosing Customize Settings bottom left
Well, would have been to easy to directly edit the settings on the same screen

Now on to the network connection. Although the image was downloaded via cable it proposed me the WiFi. You can work around that by selecting ‘Other Network Options‘ bottom left and ‚Local network (Ethernet)‘ afterwards.

either choose your WiFi or keep using Ethernet by selecting Other Network Options on the lower left
also not that easy to spot although network cable is already attached and was used to load the image from the cloud

I went for ‘Local network (Ethernet)’ here because that is my main connection to the internal network and I’ll use the WiFi adapter to connect to the guest network in a later post.

for Ethernet select local network here, but even no internet connection is an available option

Next step is to sign in with your Apple ID to connect to the App Store and other Apple Services – that is straight forward. Hint: getting the @ using a Windows keyboard – try Win+L. When reaching the dialog asking to create the computer account, I was very surprised to not be able to log on with my AppleID here out of the box. So I just did what I am always doing for servers – creating a local admin account.

Note: Later on, I recognized that this was not the best idea as I want to use the second SSD as user profile and data storage location for the main account on this mac mini. If that’s the same case for you, I suggest you create a backupadmin account here. The user profile of that account will be stored on the OS disk by default (moving that one later is not an easy task). Another reason to have a backupadmin account available where the user profile is stored on the OS disk is based on the fact, that you are not able to login if the user profile is unavailable. So, let’s pretent your large data disk (where the admin user profile has been moved to) has an issue – if that’s the case, you cannot log in using your admin account any more although macOS is still booting from the main disk – this is where the backup account with its profile stored on the main OS disk becomes very useful. I will show how to create the second admin account with relocated user profile in a later article. If you can reduce the system to a single disk/partition, don‘t want to fiddle with user profile redirection (and especially not on a TimeMachine restore should this ever be necessary) and no specific application will make proper use of a second disk – I highly recommend to reduce to a single disk system and remove that small 128GB one.

Please note the checkbox that allows your Apple ID to reset the password of this account – You’ll definitely want to have this checked as servers based on Linux/Unix require very little maintenance when set up properly and you might forget that password between reboots very easily. Just to be on the point – you can set up a Windows Server also to require very little maintenance, but that takes some years of experience to exactly know how to do this.

when creating the user account make sure that your AppleID is allowed to reset the password
Definitely make sure that this box is checked

Skipping some screens again and I am just telling you that You may not need ScreenTime if you are using the device as server. As I was using a german Windows keyboard I had to identify my keyboard with the upcoming assistant when the desktop was displayed for the first time. Just take a look for your continent or norming institute there and you should be fine.

Disabling PowerSave Mode

This step is not necessary to reinstall macOS, but because I am running the MacMini as a server, I wanted the device to be running and working 24×7, so disabling PowerSave is necessary. Open the System Preferences and select Energy Saver there. Remove the checkmark on ‘Prevent your Mac from automatically sleeping when the display is off’. Of course, we have to confirm that waste of energy. To make sure that the system would even boot up after a blackout we enable the ‚Start up automatically after a power failure option‘ in the same menu.

  • open system preferences
  • select Energy Saver
  • enable 'prevent your Mac from automatically sleeping when the display is off'
  • confirm the fact that 'Your Mac may use more energy with these settings.' by selecting OK
  • enable 'Start up automatically after a power failure' to ensure switching back on after a black-out

RemoteAccess using AnyDesk

Also not really necessary to reinstall macOS, but I had some special requirements. I already told You that this one will be running in the wiring cabinet, didn’t I? Guess what, I have a monitor there, but that one is usually connected to a Windows box, where I need it more often and it only has a VGA input. So, remote access is absolutely critical for me. Standard way for Apple is VNC, but that will only work inside the same network and not across NAT without opening the firewall. For security, that’s a No-Go here. I am using AnyDesk (similar to TeamViewer) since quite a while successfully on my Windows systems and it is available for MacOS as well. Getting it to run as a service without requiring any intervention after a system reboot is a different and quite complex story – AnyDesk’s Help Center did not deliver a simple guidance there as information is scattered throughout. Due to MacOS being quite strict on security, that will be a large slide show.

  • open the Safari browser
  • navigate to www.anydesk.com
  • select Download Now
  • confirm the download by using 'allow'
  • select and start the downloaded file
  • drag the AnyDesk icon from left onto the Applications folder icon on the right to install
  • start AnyDesk out of the applications folder
  • on the left bar within configure permissions click on 'configure'
  • unlock the security and privacy settings by clicking on the lock lower left of the window
  • enable AnyDesk inside the Screen Recording section on the privacy tab
  • after assigning screen recording permissions AnyDesk has to restart, so select quit & reopen
  • to be able to remotely control macOS you also need to assign Accessibility permissions to AnyDesk on the Privacy tab
  • back in AnyDesk select 'Set password for unattended access...' on the left bar
  • final step is now to install the AnyDesk service - so being able to remotely access the system after a reboot when it is waiting at the login screen

Congratulations – you just managed to reinstall macOS.

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