Take In the Scenic View

Since you’ve bought this book, I assume you’ve already decided to upgrade to Catalina and don’t need convincing that it’s worth your time and effort. However, I would like to call attention to some of the biggest changes in Catalina that you can look forward to.

In addition, if you’re upgrading from an operating system older than macOS 10.14 Mojave, you may be interested to know what other features were added along the way—as well as some that were removed.

Find Out What’s New in Catalina

Apple has a list of new Catalina features on this webpage. I won’t catalog them all here, but I’d like to list some of the most notable changes and improvements since 10.14 Mojave:

  • No more iTunes: Apple no longer includes an app called iTunes in macOS. Instead, the music-related features of iTunes are handled by the new Music app, podcasts are handled by the new Apple Podcasts app, and video comes by way of the new Apple TV app (featuring, for the first time, 4K video and Dolby Atmos support on certain newer Mac models). As for syncing your iOS devices, that feature is now part of the Finder.

  • Sidecar: Assuming you have both a sufficiently recent Mac (running Catalina) and a sufficiently recent iPad (running iPadOS 13), you can now use your iPad as a wireless external display for your Mac. And, if you have an Apple Pencil, you can use it to draw (on your iPad screen) in certain Mac apps.

  • Voice control: Although Siri and dictation been around on the Mac for a while, and although the Mac offered a fairly limited voice control system long before Siri, in Catalina you can do far more with your Mac using only your voice.

  • Dedicated system volume: Catalina now keeps the operating system separate from your apps and other data, storing it on a special read-only volume that makes it more resistant to hacks and malware.

    Don’t bother looking for this extra volume in the Finder, though. You won’t see it. Apple does some magic behind the scenes to make it appear as though your disk has the same structure it always did. This volume should not affect the way you partition your disk, install Catalina, or perform other day-to-day activities. However, if you open Disk Utility—or if you mount your Catalina drive on a Mac running an earlier version of macOS—you’ll see two volumes where you’d normally expect one. The one with the name you expect (such as “Macintosh HD”) is the read-only system volume; the one with “Data” appended (such as “Macintosh HD - Data”) contains everything else, including all your user-created data.

  • Find My: The Find My Mac app (which was previously used to find not only your Mac but also your iOS devices) and the Find My Friends app have been merged into a single, all-purpose app called Find My.

  • Screen Time: The Screen Time app, which lets you track and/or restrict how much time you (or other users of your Mac) spend using various apps, has made the jump from iOS to macOS.

  • Improved apps: Notes, Photos, Reminders and Safari have received significant new features and interface changes.

  • Catalyst: A new technology called Catalyst makes it easier for developers to make apps for iPadOS and macOS at the same time, and to port existing iPad apps to the Mac.

  • 64-bit apps only: Catalina now supports only 64-bit apps, so any older 32-bit apps you may have will no longer work unless the developers update them for Catalina—a highly nontrivial undertaking. For more on this, see Check for 32-Bit Apps.

  • Dashboard: Dashboard has been removed. It had been decreasing in popularity for quite a few years, and hadn’t received much development attention. Now Dashboard and its widgets are just gone.

  • Command line changes: The default shell used by the Terminal app has changed from bash to zsh (though bash is still present, at least for the time being). Meanwhile, support for scripting languages such as perl, python, and ruby has been deprecated. Even though those, too, still come with Catalina, Apple has said they’ll be removed from a future version of macOS, which means that if you want to use them, you’ll have to download and install them separately.

If you’re already running Mojave, that’s all you need to know for now. But if your Mac is still using an older operating system, read on to learn about some changes in the past few releases that you may not be fully prepared for.

Catch Up with macOS Changes

The older the operating system you’re upgrading from, the more changes you’ll notice in Catalina—and the greater the likelihood that you’ll encounter compatibility problems with old hardware and software. You’ll find great new features, but you may also have to abandon software you’ve used for many years, adopt new habits, or reorient your thinking about how a Mac works. Before you jump in, you should understand what awaits you.

Read the topics below covering any operating systems you’ve never installed on your Mac.

Changes in Mojave

If you’re using 10.13 High Sierra or earlier, you should be aware of what changed in 10.14 Mojave.

Mojave introduced dark mode and an optional dynamic desktop picture. The Finder can automatically sort items on your desktop using the Stacks feature, and Gallery view replaces Cover Flow. Quick Look gains the capability of editing, annotating, and sharing documents without opening them. There are also now new and easier-to-use tools for making screenshots. Continuity Camera lets you take live pictures with your iPhone and insert them into a document on your Mac, and multi-user FaceTime lets audio and video calls include up to 32 participants. The Home, News, Stocks, and Voice Memos apps were ported from iOS to macOS, the Mac App Store was redesigned, and Mojave added a number of privacy and security features—including special changes to Mail, Messages, and Safari—that make it harder for the bad guys to get at your personal information.

Apple also removed a few other items from Mojave, including iCloud’s Back to My Mac feature; subpixel antialiasing; stationery in Mail; and system-wide support for Twitter, Facebook, LinkedIn, Vimeo, and Flickr.

Changes in High Sierra

If you’re running macOS 10.12 Sierra or earlier, here’s what you need to know about the changes in macOS 10.13 High Sierra.

High Sierra was a fairly minor release in terms of new features, and many of the changes were architectural improvements rather than changes to the user interface. One big change was expanded support for APFS (Apple File System), which replaced the decades-old Mac OS Extended (or HFS Plus) file system on SSD-based Macs to improve security, performance, and reliability. (See Learn About APFS.) High Sierra also added support for HEVC, or High Efficiency Video Coding, and Metal 2—a significantly improved version of Apple’s graphics API (application programming interface).

Changes that were more visible to users included new tools in Safari to block advertisers from tracking you, stop videos from autoplaying when you load a page, show articles in Safari Reader by default, and customize your browsing experience in other ways. Siri also gained a more human-sounding voice, the option to type (rather than speak) your questions, and more extensive integration with Apple Music. And the Photos app saw improved organizational features, an expanded sidebar, new filters and editing tools, a looping effect for Live Photos, better integration with third-party apps, and more.

Changes in Sierra

If you’re running OS X 10.11 El Capitan or earlier, here’s what you need to know about the changes in macOS 10.12 Sierra (apart from the fact that Apple rebranded the operating system from “OS X” to “macOS”).

Sierra finally brought Siri to the Mac. It also added Apple Pay (in Safari); Auto Unlock with Apple Watch; Universal Clipboard (so you can copy something on one of your Apple devices and paste it on another); iCloud Drive sync for your Desktop and Documents folders; optimized storage (the option to delete local copies of files stored in iCloud Drive if you run low on disk space); tabs in almost every app; a picture-in-picture view for videos; and various improvements to Photos, Messages, Mail, and iTunes.

Unfortunately, fax and modem support was largely discontinued starting in Sierra. If you previously used an Apple USB Modem with your Mac—either for dial-up internet access or to send and receive faxes—you should know that Catalina, like Sierra, no longer supports your modem. Some third-party USB modems and multifunction (printer, fax, scanner, copier) devices that include their own driver software may still work with Catalina for both internet access and faxing, as long as the drivers support a 64-bit kernel. In particular, I’ve read (although I haven’t tested them myself) that the USRobotics USR5637 and Zoom 3095 modems should be compatible, but I can’t guarantee it.

If you need to send or receive faxes in Catalina, there are a few alternatives (such as running a virtual machine, using an internet fax service, and copying the old drivers from El Capitan). Adam Engst lays out the options in his TidBITS article Lost in Sierra: Five Missing Features.

Changes in El Capitan

If you’re still using OS X 10.10 Yosemite or earlier, you’ll want to know what changed in OS X 10.11 El Capitan. El Capitan added Split View (like Full Screen, but for two apps at a time); major improvements to Spotlight, Notes, Safari, Maps, and Photos; new system fonts; improved performance; and a security feature called System Integrity Protection (SIP), about which you can read in Glenn Fleishman’s Macworld article Private I: El Capitan’s System Integrity Protection will shift utilities’ functions.

Changes in Yosemite

Still running OS X 10.9 Mavericks or earlier? In OS X 10.10 Yosemite, Apple added Continuity features that enable Macs and iOS devices to work together more seamlessly, a significantly redesigned Spotlight, iCloud Drive, an expanded Notification Center, and several improvements to Mail.

Yosemite also changed how the Mac handles Java. Java is a popular cross-platform programming language, which once enjoyed full support on the Mac. But largely due to security concerns, Apple stopped bundling the Java runtime (the software that enables Java code to run) with the Mac operating system. In Catalina (as in Mojave, High Sierra, Sierra, El Capitan, and Yosemite), a prompt still appears when you try to run Java software, directing you to download the Java runtime from Oracle and install it manually.

Changes in Mavericks

In OS X 10.9 Mavericks, Apple switched from using big cats to California landmarks in the names of its Mac operating systems. 10.9 Mavericks also improved support for multiple displays, introduced both tags and tabs in the Finder, added the iBooks and Maps apps, and introduced interactive notifications, all while improving performance on several fronts.

Changes in Mountain Lion

In OS X 10.8 Mountain Lion, Apple switched from calling the Mac operating system “Mac OS X” to just “OS X.” Mountain Lion introduced Messages, Notification Center, Dictation, and Power Nap (among many other features). iCal was renamed Calendar, and Address Book was renamed Contacts. In addition, Apple added the Reminders app to replace the Reminders feature in iCal, as well as a new Notes app to replace the Notes feature previously in Mail.

Mountain Lion also dropped Web Sharing controls in System Preferences and support for RSS feeds in Apple Mail and Safari.

Last but not least, with Mountain Lion, Apple began distributing upgrades to the Mac operating system by download only. The Catalina installer is about 8.1 GB—a problem for people without broadband internet connections, or with restrictions on the quantity of data they can download. I offer some ways to deal with that problem later, in Obtain the Installer.

Understand Catalina’s Downsides

For as long as I can remember, it has been my policy to upgrade immediately to every new version of every Apple operating system. And sure, there have been occasional glitches, brief periods of software incompatibility, and annoying bugs, but on the whole, I’ve never regretted that policy or been seriously tempted to skip a version or even postpone an upgrade. But now, as I look at Catalina, I’m faced with the reality that I’m going to have to jump through some uncomfortable hoops just to do daily tasks—like producing Take Control ebooks! I have other concerns, too. Yes, I’m upgrading, but it’s going to be much more painful for me than in past years.

Far be it from me to talk you out of upgrading. But now, more than usual when new macOS versions appear, I feel it’s important for you to know what you’re getting yourself into so that if you do upgrade, you do so with both eyes open. My concerns fall into a few categories: app incompatibility, an astonishing number of intrusive alerts, and the excessive number of bugs I saw during the betas.

App Incompatibility

Every time a new version of macOS comes out, some older apps turn out to be incompatible. I’ve talked about the importance of updating all your apps in many previous iterations of my Upgrading books. But this time is different, because Apple has finally dropped support for all 32-bit apps, including all apps based on Apple’s much older Carbon framework. (I discuss this at length in Check for 32-Bit Apps, later.) It turns out that some of the apps I rely on to create our Take Control ebooks are 32-bit apps (or at least have 32-bit components) for which there’s no good path to upgrade to 64-bit versions. I’ll manage to work around this, but it’s a real hassle.

In version 1.0 of this book, I said that third-party kernel extensions (or KEXTs) are also verboten under Catalina. I was mistaken about that. In fact, although some KEXTs that worked under Mojave won’t run under Catalina, KEXTs are generally allowed, but deprecated. If you upgrade to Catalina using Plan B: Clean Install, you may have to approve every existing third-party KEXT, even those you previously approved. Regardless of your upgrade method, you’ll have to approve any new KEXTs you install, and even those won’t work under future versions of macOS, so they’ll produce yet another warning (see System Extension Blocking). The fact that most KEXTs will continue to work for now is good news, but when macOS 10.16 rolls around, they’ll be out the door in much the same way as 32-bit apps are now. That said, there may still be some KEXTs that worked under Mojave but are incompatible with Catalina; in most cases, the Catalina installer should identify these and move them aside.

Endless Security Alerts

You will be unsurprised, I’m sure, to learn that Catalina has even more security alerts than Mojave did. That’s the way things have been going for a while. But the frequency of these alerts has increased in Catalina to the point that even long-time Mac fans and apologists have been publicly questioning whether they’re willing to upgrade if this is what they’re going to have to contend with. (For a selection of comments on these alerts by well-known Mac personalities, see this post on developer Michael J. Tsai’s blog.)

I’m as concerned about security as the next person. In fact, probably a lot more concerned. I’ve written several books about computer security and privacy. I get it: a lot is at stake, the bad guys are getting smarter, and given the complexity of today’s technology, it’s incredibly difficult even to imagine, much less to take action against, every potential avenue of attack. It’s even harder to keep users safe while also limiting aggravation and annoyance. To some extent, there will always be trade-offs between security and convenience. Even so, I find the proliferation of alerts troubling.

For years now, Apple has been gradually hardening macOS against a wide variety of security threats. The positive take on this is that Apple cares. They’re trying to keep you, your devices, and your data safe. They want to thwart malware in its many forms (viruses, Trojan horses, worms, adware, ransomware, and so on). They want to prevent attackers from taking control of your Mac remotely. They want to ensure that you don’t accidentally install software that will compromise your privacy—for example, by reading files that should be secret, by activating your Mac’s camera or microphone, or by surreptitiously capturing images of what’s on your screen.

The problem is that in many cases, Apple can’t tell whether a certain activity is legitimate or malicious, so out of an abundance of caution, macOS displays an alert asking you to approve of (or deny) something an app is trying to do. (In some cases, you have to do much more than click a button—maybe you have to open System Preferences, enter your password, go to a particular pane, and add an app to a list, for example.) The thinking is that these alerts will force you to consider whether the thing the app is trying to do is OK, and if it’s not, you’ll be able to stop it before the bad thing happens.

On the surface, that seems reasonable enough, but there are problems:

  • In my experience, approximately 99.999% of all such alerts simply tell me about ordinary activities that are expected and proper. Indeed, I can’t think of a single time in the past few years I’ve personally encountered a Mac app trying to do something I considered to be improper from a security perspective. (I have, of course, said no to a lot of websites asking if they can display notifications, and other alerts to actions that would have been annoying—but that’s not to say the behavior was dangerous.)

  • The endless barrage of alerts makes it seem as though the most innocent app trying to perform the most basic tasks is suspicious. For someone less familiar than I with the inner workings of operating systems, I can imagine it producing feelings of anxiety and even paranoia.

  • Because I’ve now been trained simply to click OK (or whichever button means “leave me alone and let the app do what it wants to do”) in order to dismiss the alert and get on with my work, I don’t always pay careful attention to the wording of these alerts. So it’s possible something could slip by me simply because I’ve been forced into the habit of ignoring these alerts. (This is not unlike the license agreements, terms and conditions, and similar legal documents which, of course, we all read every word of before clicking “I have read and agree with these terms.”)

  • Were an alert to appear that I was pretty sure signaled malicious behavior, would I know what to do about it beyond clicking Deny? How could I confirm that it’s a real problem and not just a common action that I’ve misunderstood? Should I uninstall the software? Run an anti-malware app? Take my Mac to an Apple Store or an authorized repair center for a checkup? Do something else? Apple’s alerts don’t give me the slightest clue about any of this.

Anyway, as I said, there are quite a few more of these alerts in Catalina (see Annoying New Alerts in Catalina for details), which means more frequent interruptions, more pointless busy work dismissing the dialogs, the potential for more anxiety, and still no clear answer to what you should do if one of these appears to indicate an actual threat.

Now, it may be that these alerts will bother you less than they bother me, or that over time they will become less frequent or less obtrusive. I’m just saying: forewarned is forearmed.

Buggy Betas

Beta versions of software are expected to have bugs, of course. But the beta versions of Catalina had some especially bad ones, as well as what appeared to be a general lack of polish, far later in the process than in previous years. Although later betas were, on the whole, better than earlier ones, I still saw some significant issues fairly late in the process. That made me feel as though Catalina was rushed out without adequate testing.

Learn About APFS

Apple introduced the APFS file system back in 10.13 High Sierra, and made some major changes to it in 10.14 Mojave. If you’re still using High Sierra or earlier, read on to find out how APFS will affect you. If you’re already using APFS, there’s nothing much to see here, except the new sidebar at the end of this section: APFS and Backups.

If you’ve ever erased or partitioned a disk in Disk Utility, you’ve probably seen the term “Mac OS Extended”—it’s one of several file systems you can choose from to format a Mac volume, and except for situations in which a disk must be usable on non-Mac computers, it was the default format from the very beginning of Mac OS X up through Sierra.

A file system, in case you’re wondering, is a mechanism for storing files on a disk or SSD—it’s the technology that enables your computer to figure out where all the individual pieces of each file are stored, what the files and folders are called, what their other metadata are, and so on. In other words, it’s just plumbing—you, as a user, never interact directly with the file system, but instead you use a high-level app like the Finder to do things like move, copy, rename, and delete files. All the gory details of the filing system are handled behind the scenes.

Mac OS Extended is nearly two decades old, and let’s just say that it hasn’t aged especially well. Since this file system was introduced, computers and their storage devices have gotten way faster, storage capacities have increased dramatically, SSDs have become much more popular and far less expensive, and security concerns have become a vastly bigger deal. The Mac had been needing a better and more modern file system for a long time, and Apple finally provided it, starting with High Sierra, in the form of Apple File System, or APFS (for more on the name, see the sidebar Why APFS and Not AFS?).

“That’s nifty,” you may say, “but if it is just plumbing, why should I care?” Well, imagine that your house has rusted pipes, clogged drains, and leaky faucets, and then someone comes in and replaces all that. Now the dripping faucet doesn’t keep you awake all night, the tub drains quickly, and—oh!—that water pressure in the kitchen is something else! That’s what APFS does for your Mac.

For example, duplicating even a multi-gigabyte file is essentially instantaneous in APFS. Using the Finder’s File > Get Info command to check a folder’s size is also quite fast. (That’s something I’ve frequently had to wait many minutes for, and it always drove me crazy!) Many day-to-day activities like that are much faster under APFS. And, if you have a Mac laptop that uses Time Machine, the temporary backups it makes while you’re disconnected from your Time Machine backup disk will go much faster and take up far less space; for details, see Mobile Time Machine and its transformation in High Sierra.

APFS is also far more resistant to data loss or corruption due to crashes, and it natively supports advanced backup and encryption capabilities that will help keep your data more secure. (And, in case you’re wondering, FileVault still exists and still works just fine with APFS—even though the underlying encryption mechanism will change during the upgrade process, it will look and act the same as it always has.)

APFS can be used on devices of any size (including an Apple Watch). In addition, APFS was explicitly designed to work well with fast SSDs, and to scale gracefully to storage devices with capacities that are unheard of today, but may be commonplace before long.

The iPhone, iPad, and iPod touch have been using APFS since iOS 10.3, and in High Sierra Apple converted all internal SSDs to APFS automatically. But in High Sierra, mechanical hard drives, Fusion drives (which combine a mechanical hard drive with flash storage), and external SSDs were not converted to APFS, because support for those devices wasn’t quite ready.

Mojave changed all that. Now, when you install macOS—whether you do so on an SSD, a Fusion drive, or a spinning hard drive; whether that drive is internal or external; and whether you do a clean install or an upgrade—the installer automatically converts your startup volume to APFS. You aren’t given a choice in the matter. (The Catalina installer does not convert any other internal or external volumes, besides the one on which you’re installing Catalina, to APFS.)

To summarize thus far:

  • Catalina, like Mojave and High Sierra, gives you the benefits of the new APFS “plumbing,” and that will make you happy.

  • Whereas the High Sierra installer converted only internal SSDs to APFS, the Catalina installer (like the Mojave installer) converts any startup volume you select to APFS.

  • If you’re moving to Catalina from a Mac that’s not already running Mojave or High Sierra and formatted using APFS, the conversion process will be effectively seamless, and the only thing you’re likely to notice is that installing Catalina takes a bit longer than you expected.

But…

Well, there’s always a “but,” isn’t there? Despite the great progress Apple has made with APFS, there are a few “gotchas” to be aware of:

  • The Catalina version of Disk Utility, like the previous two versions (and that includes the copy available when running in macOS Recovery), can convert volumes from Mac OS Extended to APFS, without losing data (choose Edit > Convert to APFS). But it can’t reverse the process and convert an APFS volume back to Mac OS Extended without erasing it completely. Should you need to do this, you’ll have to download the free APFS to HFS+ Converter by Paragon Software.

  • Even in Catalina, a Time Machine disk cannot be formatted as APFS. The only format that can be used for a Time Machine backup is Mac OS Extended. (Time Machine works just fine backing up your APFS-formatted drive to a Mac OS Extended destination; there’s no issue with the file systems not matching.) Therefore, let me spell this out explicitly:

  • In my experience—and I’ve read numerous reports from others that say the same thing—running macOS from a mechanical hard drive that has been converted to APFS (especially if that drive is external) is sloooooooooooow. In fact, I could probably add quite a few more o’s to that. In one case, after an upgrade, it took around two hours for the initial startup process to finish (including all my login items launching and so forth). Even then, my Mac was far from zippy. Subsequent restarts were somewhat faster, but still painfully slow compared to using an SSD. This may, of course, change in a future update to macOS, but for now, brace yourself for sluggish performance. (Anecdotal evidence suggests that increasing your Mac’s RAM—if it’s upgradable!—can reduce the severity of this problem.)

  • Macs running El Capitan or earlier can’t mount or read volumes formatted with APFS. (If a Mac can run High Sierra or later, it can boot from an APFS-formatted volume, even if the normal boot volume uses El Capitan or earlier. But while booted from El Capitan or earlier, it can’t read an APFS volume.)

  • Third-party disk utilities must be updated to work with APFS, but even as of October 2019—over two years after the release of High Sierra—some of these tools can’t repair APFS volumes. TechTool Pro 11 can repair APFS volumes, but can’t defragment them (though support for defragmenting APFS volumes on mechanical hard drives is in the works). Drive Genius 5 can repair APFS volumes but not defragment, partition, or rebuild them. And DiskWarrior version 5.2 can read, but not rebuild, APFS volumes. In any case, be sure you’re using an APFS-compatible version of a disk utility before you run it under Mojave or later, or bad things can happen.

Having said all that—and based on my experiences with APFS over the past two years—I think that the potential problems with APFS will affect only a small fraction of Catalina users, and that the benefits will outweigh the difficulties.

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