The macOS Setup Guide

First boot, Setup Assistant & migration

The first fifteen minutes with a new Mac contain three or four decisions that are annoying to reverse later: the account name, whether FileVault is on, how much you hand to iCloud, and whether you migrate an old mess onto a clean machine. This chapter walks through them in order, then gets you to a known-good baseline before you install anything.

Before you unbox: decide these three things#

  1. Clean install or migrate? See below. Short version: migrate documents and settings, not applications, unless the old Mac was set up recently and carefully.
  2. Which Apple Account? Use your personal Apple Account, not a university or employer one — those get deleted when you leave, taking purchases, iCloud data and Find My with you. If the Mac is company-owned and MDM-enrolled, follow IT's instructions; the rest of this guide still applies inside the constraints they set.
  3. Short username. Setup Assistant derives your home folder name (/Users/<short name>) from your full name. Pick something short, lowercase, no spaces — alex, not Alexandra Kowalski. Renaming it later is possible but fiddly, and it appears in every path you'll ever paste into a chat.

Setup Assistant, step by step#

The order below is macOS 26/27 on a new Mac; a wiped Mac is the same.

ScreenRecommendationWhy
Language / CountryYour real region.Affects date formats, keyboard, App Store country. Changeable later.
AccessibilitySkip unless needed.All of it lives in System Settings → Accessibility.
Wi‑FiJoin your network.Needed for activation on Apple silicon.
Migration Assistant"Not now" if you want a clean setup; see below.You can run it later from /Applications/Utilities.
Sign in with your Apple AccountSign in.Enables Find My (anti-theft), iCloud Keychain (passwords, FileVault recovery key), Passwords app, Continuity. Use 2FA.
Create a computer accountFull name; short username lowercase; strong password; "Allow my Apple Account to reset this password" — yes unless you have a strict threat model.The reset option is your safety net if you forget the login password; the Recovery Key covers the FileVault side.
Location ServicesYes.Find My, time zone, Weather; per-app control later.
AnalyticsOff (both toggles) unless you want to help Apple.
Screen TimeSkip.
Siri & Apple IntelligenceEnable if you want; Apple Intelligence downloads ~7 GB of models — fine to enable, configurable later.On Golden Gate, Siri AI is turned on in Settings afterwards anyway.
FileVaultOn. Since Tahoe it's on by default when signed into an Apple Account. Let it store the key in iCloud Keychain.Full-disk encryption; Chapter 16 explains the recovery-key change.
Touch IDEnrol at least two fingers.Unlock, sudo (Chapter 9), password managers, App Store.
Apple PayOptional.
AppearanceAuto.Chapter 3 tunes Liquid Glass.

When you land on the desktop: do not start installing apps yet. Do the baseline below first — ten minutes that save reinstalling.

Migrate or start clean?#

Migration Assistant (from a Time Machine backup, another Mac over Wi‑Fi/Thunderbolt, or a Windows PC) copies user accounts, applications, settings and files. It works remarkably well and is the right choice for non-technical users. For developers it has a downside: it faithfully copies the accumulated cruft of years — three Python installs, a /usr/local Homebrew from Intel days, launch agents from apps deleted in 2022, and 40 GB of node_modules.

Coming fromDo this
Brand new to Mac (Windows/Linux/Chromebook)Clean start. Copy documents via cloud drive or external SSD. Windows Migration Assistant is fine for photos/mail/contacts.
Old Mac set up carelessly (most people)Clean start + selective migration: sign in to iCloud, copy ~/Documents, ~/Pictures, ~/Developer from a Time Machine or external drive, reinstall apps via a Brewfile (Chapter 8). Keep the old Mac (or its backup) for a month.
Old Mac with dotfiles + BrewfileClean start, then git clone your dotfiles and brew bundle. This is the payoff of Chapter 10. Under an hour.
Old Intel MacDo not migrate applications. It would drag x86 binaries and an Intel Homebrew onto an arm64 machine, and Rosetta is on its way out. Migrate files only.
Company laptop → company laptopWhatever IT says; usually Migration Assistant or MDM re-provisioning.
No time this weekMigrate everything now, do the clean start over a weekend later. Time Machine makes this safe.

If you do run Migration Assistant, untick Applications and Other files and folders in the selection screen to get "files and settings only".

Sources, fastest to slowest: a Time Machine drive plugged in directly; Mac-to-Mac over a Thunderbolt cable; Mac-to-Mac over Wi‑Fi (hours for 500 GB). iCloud Drive with Desktop & Documents sync makes files appear once you sign in, but they download on demand — don't rely on it as your only copy during the switch.

The first 30 minutes: get to a known-good baseline#

Each item is expanded in later chapters; this is the checklist.

1. Update macOS#

System Settings → General → Software Update. New Macs ship with an image that's weeks or months old. Install everything, reboot. Then click ⓘ next to Automatic Updates and turn on all of: Check for updates, Download new updates, Install macOS updates, Install application updates from the App Store, Install Security Responses and system files. Also enable Background Security Improvements if shown (Tahoe+). Rapid Security Responses (versions with a letter suffix like 27.0.1 (a)) are how Apple patches actively exploited bugs within days — you want them.

Note

Golden Gate day-one note. macOS 27 releases September 14, 2026. If your Mac arrived with Tahoe 26.6, you'll be offered 27.0 as a ~15–20 GB delta update. It's fine to install on day one on a fresh machine; on a work machine with critical tools, waiting for 27.0.1 or 27.1 (2–6 weeks) is the conservative choice. Also note: installing macOS 27 removes Rosetta 2 if it was present — it can be reinstalled (softwareupdate --install-rosetta --agree-to-license), but treat that as a signal to find arm64 versions of whatever needed it.

2. Verify FileVault and save the Recovery Key#

System Settings → Privacy & Security → FileVault should say On. Click Show next to the Recovery Key (authenticate with Touch ID) and store the 24-character key in your password manager as well as letting it sit in iCloud Keychain. Chapter 16 has the details and the fdesetup validaterecovery check.

3. Find My and anti-theft#

System Settings → [Your name] → iCloud → Find My Mac: on. On Apple silicon this also enables Activation Lock, so a stolen Mac can't be erased and reused. On a MacBook, also enable Stolen Device Protection (System Settings → Touch ID & Password, macOS 26.4+).

4. Fix the basics that annoy developers#

Ten quick settings — the rest of System Settings is Chapter 3:

  • Keyboard → Key repeat rate: fastest. Delay until repeat: shortest.
  • Keyboard → Press 🌐 key to: Do Nothing (or Show Emoji & Symbols). Stops accidental emoji pickers.
  • Keyboard → Text Input → Edit…: turn off Correct spelling automatically, Capitalize words automatically, Add period with double-space, and especially Use smart quotes and dashes. Smart quotes turn "hello" into “hello” in code pasted into chat, Notes and TextEdit.
  • Trackpad → Point & Click → Tap to click: on. Tracking speed: 7–8 of 10. Trackpad → More Gestures → App Exposé: on.
  • Desktop & Dock → Automatically hide and show the Dock: on. Show recent applications in Dock: off.
  • Desktop & Dock → Hot Corners…: bottom-right → Lock Screen; top-right → Mission Control.
  • Desktop & Dock → Mission Control → Automatically rearrange Spaces based on most recent use: off (predictable ⌃1–⌃9 desktops).
  • Lock Screen → Require password after screen saver begins or display is turned off: Immediately or After 1 minute.
  • General → AirDrop & Handoff → AirDrop: Contacts Only.
  • Appearance → Show scroll bars: Always (wide tables and code views).

5. Finder sanity#

Finder → Settings (⌘,):

  • General → New Finder windows show: your home folder.
  • Sidebar: tick your home folder and Hard disks; untick Recents.
  • Advanced: Show all filename extensions; Keep folders on top (both); When performing a search: Search the Current Folder; untick Show warning before changing an extension.
  • In any window: View → Show Path Bar, View → Show Status Bar, View → as List, then View → Show View Options → Use as Defaults.
  • Hidden files toggle: ⌘⇧. — you need it for .zshrc, .git, .env.

6. Create your directory structure#

Decide now where code lives; every script you write will assume it.

sh
mkdir -p ~/Developer/{scratch,forks,school,work}

~/Developer is special: macOS gives it a hammer icon, and it's outside the cloud-synced folders. Never put repositories inside iCloud Drive, Dropbox, OneDrive or Google Drive — sync clients fight with Git and build tools and will eventually corrupt .git or upload gigabytes of node_modules. ~/code, ~/src or ~/Projects are equally fine; avoid spaces.

7. Install the command-line developer tools#

sh
xcode-select --install

This installs git, clang, make, swift and the SDK headers (~2 GB) without the full 15 GB Xcode. Homebrew needs it. Full Xcode is only for iOS/macOS app development — Chapter 7.

8. Sign in where it matters#

  • App Store (for Xcode and Apple-signed apps; mas in your Brewfile uses it).
  • Your password manager — Chapter 16. Set it up before creating any new accounts; you'll create dozens of developer-service accounts this month.
  • Campus Wi‑Fi (802.1X profiles install from your university's onboarding page).

9. Take a snapshot#

Plug in your Time Machine SSD and let it do the first backup (Chapter 17). If the next hours of installing go wrong, you can revert to a clean macOS in fifteen minutes.

The macOS filesystem for developers#

A quick map so the rest of the guide makes sense.

PathWhat lives thereNotes
/System, /usr, /bin, /sbinThe sealed system volume: read-only, cryptographically signed.You cannot write here even as root (SIP). Use Homebrew's prefix instead.
/LibrarySystem-wide settings, launch daemons, fonts, Application Support for all users.Needs admin.
/ApplicationsApps for all users. Homebrew casks install here.
/opt/homebrewHomebrew on Apple silicon (bin/, Cellar/, Caskroom/)./usr/local is the Intel prefix — its presence on an arm64 Mac means someone installed x86 Homebrew under Rosetta.
~ (/Users/<you>)Desktop, Documents, Downloads, Library, Movies, Music, Pictures, Public, Developer.
~/LibraryYour app settings (Preferences/*.plist), Caches, Application Support, LaunchAgents, Containers (sandboxed apps), Mobile Documents (iCloud Drive), Keychains.Hidden by default.
~/.config, ~/.local, ~/.cacheXDG directories used by modern CLI tools (Ghostty, mise, starship, nvim, gh…).Chapter 10 puts these under version control.
/private/etc, /private/var, /private/tmpUnix config, variable data, temp; /etc, /var, /tmp are symlinks to them./etc/zshrc, /etc/paths, /etc/hosts, /etc/ssh/ live here.
/VolumesMounted disks, DMGs, network shares.Your boot volume is / and also /Volumes/Macintosh HD.
/Applications/UtilitiesTerminal, Activity Monitor, Disk Utility, Console, Migration Assistant, Screen Sharing…

Two Apple-silicon concepts worth knowing on day one:

  • APFS volume group: your disk is one APFS container holding a sealed System volume, a Data volume (mounted at /System/Volumes/Data and firmlinked into the tree so it looks like one filesystem), Preboot, Recovery and VM (swap). Snapshots are cheap, which is how Time Machine local snapshots and macOS updates roll back.
  • Recovery: shut down, then press and hold the power button until "Loading startup options" appears → Options. From there: reinstall macOS, restore from Time Machine, Disk Utility, Startup Security Utility (needed for kernel extensions and some tiling window managers — Chapter 6), Terminal. There is no ⌘R on Apple silicon.

Erasing and reinstalling#

System Settings → General → Transfer or Reset → Erase All Content and Settings wipes the Data volume, removes your Apple Account and Activation Lock, and returns to Setup Assistant in ~5 minutes without reinstalling macOS. It's the right way to sell a Mac and the fastest way to restart a botched setup. For a fully fresh OS image, use Recovery → Reinstall macOS, or restore the Mac from another Mac via Finder/Apple Configurator with an IPSW (DFU mode) — the nuclear option for a Mac that won't boot.

Common first-week problems#

  • "Your system has run out of application memory" / beach-balling on 8–16 GB: check Activity Monitor → Memory → Memory Pressure. Close Chrome tabs, quit idle Electron apps. Revisit Chapter 1's memory table before Apple's 14-day return window closes.
  • Battery draining fast for two days: Spotlight indexing, Photos analysis and Apple Intelligence model downloads run flat out after setup. It settles.
  • A dialog asks for a password you don't recognise: usually your login password (for Keychain), not your Apple Account password. If a former owner's Apple Account is requested, the Mac has Activation Lock — return it.
  • Migration brought over an Intel Homebrew (/usr/local/bin/brew exists; brew config shows Rosetta 2: true): uninstall it (Chapter 8) and install fresh under /opt/homebrew.
  • Can't find Launchpad: removed in Tahoe. ⌘Space then ⌘1 shows the Apps grid (Chapter 4), or pinch with four fingers on the trackpad.

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Last reviewed September 2026. Written for macOS 26 Tahoe and macOS 27 Golden Gate on Apple silicon Macs. Prices are US list prices. Text is CC BY 4.0; code and configs are MIT.