Planning to upgrade to Monterey?We have prepared a macOS security upgrade guide for you

Many Apple fans upgraded the first time macOS Monterey’s beta (even developer beta) was released. Of course, there is a price to be paid for being an early adopter – being a guinea pig and enduring various small bugs or problems with the beta system.

The good news, though, is that Apple has just released the official version of Monterey. Those Mac users who have been waiting for the official release can now finally upgrade. So, what are some things to look out for before upgrading to the latest version of macOS Monterey? How can you safely upgrade your Mac to Monterey? This article will focus on you.

1. Check the compatibility of your Mac computer with the new version of the system

Every time Apple releases a new version of its operating system, a batch of older devices are slaughtered and no longer eligible for system upgrades. The release of Monterey is no exception, and this time it’s not a small step – compared to the Big Sur version, Monterey no longer supports the 2013 and 2014 versions of the MacBook Pro and MacBook Air, and no longer supports the 2015 version of the MacBook . Please refer to the figure below for specific supported models.

Planning to upgrade to Monterey?We have prepared a macOS security upgrade guide for you

2. Check if Apple’s servers are stable

Since the official version of Monterey has just been released, a large number of users will download the upgrade package through Apple’s server at this time, which will cause huge pressure on the server, and even the server may crash or be temporarily unavailable. If you happen to choose to perform a Monterey upgrade when the server is busy or even crashes, you may experience slow or stuck downloads, causing unnecessary wasted time. Moreover, if the download is stuck, it may affect the subsequent re-download (for example, when downloading again, it will be inexplicably stuck again at the same progress).

Therefore, during the peak upgrade period when the official version of Monterey has just been released, if you also plan to upgrade, it is best to go to Apple’s system status page to check the server status: find the “macOS software update” item, if the mark is A green dot indicates that the server is in good condition and can be updated normally. If it is displayed as a different marker, you will need to wait for the service to return to normal before updating.

3. Thoroughly clean up the disk before upgrading

Like all Electronic devices, Mac computers accumulate various caches and junk files over time, stressing and burdening disks and systems. Doing a thorough disk cleanup on your Mac before upgrading will bring two benefits to your system upgrade path:

The first benefit is that it frees up storage space for your Mac. macOS upgrades require computer storage space. First, the downloaded upgrade package itself takes up 12-15 GB of space. Secondly, according to the upgrade technical specifications provided by Apple, the user should set aside at least 35-40 GB of disk storage space for the Mac. Note that the wording here is “at least”, that is, this is the minimum requirement. However, to be on the safe side, our recommendation is to free up as much disk space as possible for your Mac to minimize the possibility of “bugs” during the upgrade process and ensure a smooth upgrade experience.

Also, we don’t recommend you to do manual cleaning, because it is cumbersome and difficult to clean thoroughly. To save time, and to be able to clean up the disk thoroughly, use a dedicated Mac cleanup and optimization tool. We recommend using CleanMyMac X, a well-established tool with a good reputation among fruit fans. It allows you to easily delete caches, system junk, and hidden applications with one click, freeing up a lot of storage space for your Mac. The most important thing is that their family is currently engaged in activities. When purchasing the full version, enter the coupon code “CSDN-30” on the payment page to get a 30% discount for a limited time. The campaign lasts only 5 days and is valid until November 1st.

The second benefit of cleaning up the disk before upgrading is that it makes subsequent backups easier (which is what we’re going to talk about in a minute). Because, when backing up, it is not necessary to back up together with junk files, which not only makes the backup time longer, but also makes the backup files take up more space.

4. Backup Mac data and legacy system before upgrading

A major version upgrade is a major change to the operating system, and there are certain risks. No one can guarantee that there will be no unknown situation in the middle of the upgrade. If you are unlucky, some users may even encounter inexplicable problems during the upgrade process, resulting in not only the upgrade failure, but also the failure to return to the original system, making their Macs bricked in seconds.

If you backed up your Mac computer’s data and system before the upgrade, then you can easily deal with this situation. Here, we recommend backing up with the “Time Machine” that comes with your Mac — it’s the easiest way to back up your Mac’s data and system.

After backing up with Time Machine, even if your Mac is unfortunately bricked during the upgrade process, you can perform a system recovery by launching macOS Utilities: just hold down the “Command + R” key combination while booting up your Mac , select “Recover from Time Machine Backup” in the “macOS Utilities” that appears, and then follow the steps to perform data and system recovery.

In addition, as we mentioned above, use CleanMyMac X to clean up the disk before backing up, and delete all the junk and cache files that should be cleaned up, which will greatly save the time and space required.

5. Steps to upgrade to Monterey through the “Software Update” that comes with macOS

The easiest way to do this is through macOS’s own “Software Update”. If there are no special circumstances, we recommend everyone to use this channel to upgrade your Mac to Monterey. The specific operation steps are as follows:

Clean up disks with CleanMyMac X and backup data and old systems with Time Machine

Click “Apple menu > About This Mac > Software Update” (you can also find “Software Update” in “System Preferences”) image

Download the Monterey installation package file

After the download is complete, open the installation package and follow the guide steps to complete the installation

[Tips]What if the installation package is downloaded but macOS Monterey cannot be installed? If this happens, we recommend restarting your Mac in Safe Mode by holding down the Shift key during startup. Then try to reinstall Monterey.


Steps for a clean install of Monterey from an external storage device

Compared with the “software upgrade” method inside macOS, the operation of clean installation of Monterey is relatively more troublesome. However, a clean install also has its benefits, such as:

Get rid of old system bugs and accumulated system redundancy, and fix common problems such as Mac slowdown and freeze;

Cleanly uninstall software you no longer need, leaving no traces of installation.

If you have such needs, then consider doing a clean install. If not, then we still recommend upgrading the system through the “software upgrade” channel of macOS, which is safer and less hassle.

If you want to create a bootable disk from an external storage device for a clean install of Monterey, here are the specific steps:

In the same way, first use CleanMyMac X to clean up the disk (use the coupon code CSDN-30 to get a 30% discount), and then use “Time Machine” to back up data and old systems. This is a good habit to reserve a “regret medicine” for yourself.

Download the macOS Monterey installation package (you can download it through “System Device Preferences > Software Update”, or you can download it from the Mac App Store); remember, after the download is complete, make sure that the installation package file is stored in the “Applications” file by default folder (if not, please copy it), do not click “install”.

Prepare an external storage device with a capacity of at least 16 GB (such as U disk, mobile hard disk, etc.), after inserting it into the Mac computer, open “Disk Utility”, select the storage device just inserted from the list, name it “Mac”, format Set to “Mac OS Extended (Journaled)” and click “Erase”.

Open Terminal and enter the following command: sudo /Applications/Install macOS –volume /Volumes/Mac

Then press the Enter key and the Y key, and close the “Terminal” when finished, so that the externally activated installation disk is ready.

Restart the Mac computer, if the Mac chip version is Intel, keep pressing the “option” key, then click to select “Install Monterey” and follow the instructions to complete the installation; if your Mac computer is equipped with an Apple chip (Apple M1), then Continue to hold down the power button after powering on until you see the boot options window, then select “Install Monterey” and follow the instructions to complete the installation.

The above is our summary of the Monterey upgrade guide, I hope it will be helpful to you. I wish you all a smooth upgrade and a smooth Monterey experience!

It’s time to get your MacBook ready for an upgrade: CleanMyMac X lets you easily remove caches, system junk, hidden or broken apps with one click.

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