How to Install Lion

Hands on with Lion Recovery Disk Assistant

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[Editor’s note: This article is part of our series of articles on installing and upgrading to Lion.]

Apple this week released a free utility called Lion Recovery Disk Assistant that provides an easy method for creating an official Lion Recovery drive from any 1GB (or larger) USB hard drive or thumb drive. You can download Lion Recovery Disk Assistant from Apple’s Support site; it’s about 1MB in size. Apple provides some brief instructions for using this utility, but those instructions don't give you the whole story—while the utility is indeed simple to use, there's a lot more you should know about creating and using a recovery drive.

Why you need a recovery drive

A must-have for any Mac user is some sort of bootable utility disc or drive—I call it an emergency drive, while Apple’s taken to calling it a recovery drive. If your startup drive gives you trouble, you can boot from the recovery drive and in many cases perform any necessary repairs. With luck, you’ll be back up and running in no time.

As I explained in our hands-on with Lion Recovery, when you install Lion (Mac OS X 10.7) on a Mac with a supported hard-drive configuration, the Lion installer creates a hidden, 650MB partition called Recovery HD. You can boot your Mac from Recovery HD by holding down Command-R at startup (or by choosing it from within Startup Manager, which you access by holding down Option at startup); you’re then presented with options for verifying or repairing your normal startup drive and for reinstalling Lion. You can also browse the Web for troubleshooting info using Safari, and if worse comes to worst, you can even erase your startup drive and restore its contents from a Time Machine backup. Apple calls this feature Lion Recovery.

However, there are some considerable limitations to Lion Recovery. The most significant is that since Recovery HD is a partition of your Mac’s startup drive, if that drive has hardware or partition-map problems, you may not even be able to boot from Recovery HD. Likewise, if you replace your Mac’s hard drive, the new drive won’t have a Recovery HD partition until you install Lion. So it’s still a good idea to have a separate bootable utility disk.

One option for an emergency drive is to create a bootable Lion-install drive. Such a drive lets you install Lion on any Lion-capable Mac, but it also offers the same options as Lion Recovery. If you’ve got an 8GB-or-larger USB stick, or an external hard drive, I highly recommend creating a bootable Lion-install drive now so you’ll have it handy if you should ever have a problem.

But with Lion Recovery Disk Assistant, you can now create a basic Lion Recovery drive in a few simple steps. While such a drive isn't quite as handy as a bootable install drive—more on that below—it's a useful tool to have.

(Note: Macs introduced at the same time as or after Lion’s release—a group that includes the latest Mac mini and MacBook Air models, as well as any new Macs released going forward—feature special firmware that lets the Mac boot into Lion Recovery even if the internal hard drive fails completely or has been replaced. This feature, called Lion Internet Recovery, works by initially network-booting the Mac from Apple's servers over the Internet. The software then tests the computer’s memory and hard drive to make sure there are no lingering hardware issues. If not, your Mac downloads, and boots from, a Recovery HD disk image, at which point you get the standard Lion Recovery options. For these Macs, a separate recovery drive isn’t as vital, but it's still handy—the recovery drive will be faster than Lion Internet Recovery, since you won’t have to wait for lots of data to download.)

Using Lion Recovery Disk Assistant

To use Lion Recovery Disk Assistant, your Mac must already be running Lion and have a Recovery HD partition, as the utility uses the data on Recovery HD to create the Lion Recovery drive. In addition, the target USB stick or USB hard drive must be formatted with a GUID partition map. You can check this by connecting the USB drive, launching Disk Utility (in /Applications/Utilities), and selecting the drive in the list on the left; the type of partition map is displayed near the bottom of the window, next to Partition Map Scheme.

If the text reads GUID Partition Table, you’re good to go. If it instead reads Master Boot Record or Apple Partition Map, you need to reformat the drive using the GUID partition map. Follow Steps 1 through 4 in this slideshow to do so. (Confusingly, if you don’t reformat the drive, Lion Recovery Disk Assistant won’t complain—it will proceed to create the Recovery HD volume, and it will even tell you it was successful. However, your Mac won’t actually be able to boot from the drive.)

If you’re using a drive that's significantly larger than 1GB, you may also want to partition the drive into at least two partitions: a 1GB volume for Recovery HD and one or more other partitions for general use. If you don’t take this step, the entire drive will be used for Recovery HD, which means a lot of wasted space on larger drives.

With those caveats out of the way, here’s how to use Lion Recovery Disk Assistant:

  1. Connect the USB drive you want to use for Lion Recovery.
  2. Launch Lion Recovery Disk Assistant and then click Agree to agree to the software license agreement.
  3. Select the target drive—the one you want to use for Lion Recovery—and click Continue. (If the target drive has multiple partitions, select the particular partition you want to use for Recovery HD.) Note that as the onscreen message explains, any data on the selected drive or partition will be erased. You’ll be prompted to provide the name and password for an administrator-level account; do so and click OK.
  4. You’ll see a message that the utility is creating the recovery disk. In my testing with a 4GB USB stick, this process took only about 40 seconds. Afterward, the utility will verify the disk; this took about 25 seconds for me.
  5. When the process is finished, you’ll see a message that the recovery drive was created successfully; the drive will appear in Lion Recovery Disk Assistant with the name Recovery HD.

Using your Lion Recovery USB drive

To use your new emergency disk, follow these steps:

Lion Recovery Disk Assistant completed

  1. Connect your new emergency drive to one of your Mac’s USB ports.
  2. Restart (or start up) your Mac while holding down the Option key. After a short delay, you’ll see Startup Manager—a gray screen showing all connected, bootable volumes.
  3. Choose a local Wi-Fi network from the pop-up menu and provide the network’s password.
  4. Select Recovery HD and then click the upward-pointing arrow below Recovery HD to boot from it. (If you see two volumes named Recovery HD, the one with the USB icon is your USB drive; the other is the recovery partition of your Mac’s internal drive.) After another short delay, you’ll see the standard Lion Recovery options.

Note that according to Apple, if you create your new recovery drive on a Mac that originally shipped with Lion, the resulting recovery drive will work only with that particular Mac. If you create your recovery drive on a Mac that was upgraded from Snow Leopard (OS X 10.6) to Lion, the resulting recovery drive will work on any other Lion-compatible Mac that didn’t ship with Lion. (Although Apple doesn’t explicitly say so, I suspect the latter drive won’t work with Macs that feature Lion Internet Recovery, although those Macs shouldn’t need it, since they have a version of Lion Recovery built into their firmware.)

FileVault limitations?

In my testing of the initial release of Lion Recovery Disk Assistant, I encountered an apparent FileVault conflict. If I used Lion Recovery Disk Assistant to create a recovery drive while FileVault was disabled, the resulting drive would successfully boot any compatible Mac, whether that Mac had FileVault enabled or disabled. However, multiple recovery drives created on Macs with FileVault enabled would not boot compatible Macs, regardless of whether the Macs being booted had FileVault enabled or disabled.

Similarly, of the respondents to a quick survey on Twitter, no one who had created recovery drives with FileVault enabled was able to boot compatible Macs with those drives. I can’t confirm that this is a universal problem, but if you have FileVault enabled when you create a recovery drive, be sure to test that drive. If it doesn’t show up in Startup Manager, or if it does but your Mac doesn’t boot successfully from it—you never see the Lion Recovery utilities screen—you’ll want to erase the recovery drive and repeat the process on a Mac that isn’t using FileVault. (Alternatively, you can disable FileVault, create your recovery drive, and then re-enable FileVault.)

Where is the new emergency drive or partition?

Like the Recovery HD partition created on your startup drive when you install Lion, the new Recovery HD partition of your USB drive won’t appear in the Finder—it’s invisible. Similarly, if you open Disk Utility, you’ll see the USB drive itself, as well as any other partitions on that drive, but not the Recovery HD partition.

The reasons for this are obvious: Because Recovery HD—whether created on your startup drive by the Lion installer or on an external drive using Lion Recovery Disk Assistant—is for emergencies, Apple doesn’t want you to mount it in the Finder and accidentally or purposely modify it. If you really want to see it in Disk Utility, open Terminal (in /Applications/Utilities), paste the following command (without the trailing period), and press Return: defaults write DUDebugMenuEnabled 1. Then launch Disk Utility and choose Show Every Partition from the new Debug menu. Recovery HD will magically appear. In fact, you’ll likely see two versions of it: the one that’s part of your startup drive and the new one that’s part of your USB drive. You can select either of these Recovery HD partitions and click Mount to mount Recovery HD in the Finder and take a look around. Just be careful not to change the partition’s contents in any way—you may prevent it from working properly—and to unmount it when you're done.

Lion Recovery drive versus a bootable Lion-install drive

You may be wondering which is better to have on-hand: a recovery drive created with Lion Recovery Disk Assistant or a bootable Lion-install drive.

If you’ve already used our instructions for creating a bootable Lion-install drive, you don’t need to create a Lion Recovery drive using Lion Recovery Disk Assistant. The Lion-install drive provides the same interface with the same options for using Disk Utility, browsing the Web with Safari, reinstalling OS X, and restoring a drive from a Time Machine backup.

If you haven’t yet created a bootable Lion-install drive, should you? Or should you just use Lion Recovery Disk Assistant to make a recovery drive?

The advantages of Lion Recovery Disk Assistant are two-fold. First, it’s easy to use. Second, it works with USB thumb drives with as little as 1GB of capacity, making those old 1GB drives you paid too much for five years ago, or got for free at the last conference you attended, useful again.

However, if you’ve got a larger USB drive (at least 5GB), creating a bootable Lion-install drive has a compelling advantage: It contains nearly all the data necessary if you decide to reinstall Lion on your Mac’s startup drive or to install Lion on an empty hard drive. With a basic recovery drive—as with Lion Recovery and Lion Internet Recovery—reinstalling Lion requires the installer to download nearly 4GB of data on the fly.

[Senior editor Dan Frakes needs a recovery mode to recover from Lion Recovery.]

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At a Glance
  • At $30 for all of your Macs, the only reason not to upgrade to Lion is because you rely on old PowerPC-based apps that won’t run on it. Otherwise, it’s a great price for a major upgrade.

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