We’re cautious when it comes to recommending upgrades to new versions of macOS. Apple makes the upgrade process easy—though it can be time-consuming—but upgrading can create workflow interruptions, render favorite apps inoperable, and have other consequences. At the same time, it’s important to stay in sight of the cutting edge for security reasons and to take advantage of advances from Apple and other developers. Upgrading is not an if question; it’s a when question.
We’re not saying that everyone needs to upgrade to macOS 11 Big Sur now, but if you want to, it should be safe now that Apple has released several bug-fix updates. However, there are still a few caveats, and preparation is essential.
Some people should continue to delay upgrades to Big Sur due to software incompatibilities. Most software under steady development will have been updated for Big Sur by now, but some workflows rely on older versions of apps where an upgrade isn’t practical or possible (ancient versions of Adobe Creative Suite, for instance), or on obsolete apps that will never be updated. You may be able to learn more at RoaringApps, but those who haven’t yet upgraded past 10.14 Mojave may have to upgrade or replace 32-bit apps that ceased working starting with 10.15 Catalina.
The other app category that continues to have trouble with Big Sur are backup apps that make bootable duplicates. Catalina moved macOS to its own read-only volume, and Big Sur goes a step further by applying cryptographic signatures that make it even harder for an attacker to compromise the operating system. Unfortunately, that also makes creating a bootable duplicate difficult. Carbon Copy Cloner and ChronoSync have developed workarounds; SuperDuper remains incompatible at this point, although an older version can create data-only backups. If you rely on one of these apps for critical backups, make sure you know what you’re getting into before upgrading or reassess your backup strategy.
Once you’ve decided to upgrade to Big Sur, you have three main tasks:
After those tasks are complete, make sure you don’t need your Mac for a few hours. There’s no telling exactly how long the upgrade will take, especially if it has to convert your drive to APFS, so never start an upgrade if you need the Mac soon.
Initiating the upgrade is just a matter of opening System Preferences > Software Update, clicking the Upgrade Now button, and following the instructions.
Part of the reason to set aside plenty of time for your Big Sur upgrade is that there are always clean-up tasks afterward. We can’t predict precisely what you’ll run into, but here are a few situations we’ve noticed:
Finally, Time Machine in Big Sur now supports and prefers APFS-formatted drives, and all of Apple’s development is going in that direction now. You can keep using your existing Time Machine backup in Big Sur, but after you’re confident that everything is working well—and you have another backup—it’s worth removing your Time Machine backup drive in System Preferences > Time Machine > Select Disk, reformatting the drive as APFS in Disk Utility, and restarting the backup in the Time Machine preference pane.
With all that housekeeping done, it’s time to check out all the new features in Big Sur!
(Featured image based on originals by Apple)
Social Media: Should you upgrade to macOS 11 Big Sur? There’s no need to do so yet, but it should be safe for most people, so if you’re excited about the new look and the new features, this is a good time to upgrade. Read on for our pre- and post-upgrade tasks.