How to get ready for the Yosemite Public Beta without risking your Mac

Starting Thursday, Apple will be sending out invitations for the OS X Yosemite public beta. If you're hoping to be one of the folks who gets it, this is a good time to make sure that your Mac is ready for the big event.

First of all, bear in mind that OS X Yosemite is already on its fourth developer preview release. They've been coming out every few weeks since WWDC in early June, and they've been getting progressively better. But OS X Yosemite is still very much a beta.

Because it's still in development and because it's the bedrock operating system of your Mac, you shouldn't install it as your primary operating system. If you have a spare or secondary Mac you can use instead of your primary one, that's a much better idea.

Back up!

Before you do anything, you absolutely must back up your Mac. Whether you use Time Machine, a disk cloning tool or a remote backup service doesn't matter — just make sure all your critical files are safely backed up before you make any major changes to your operating system.

Where to put Yosemite

If you do not have a secondary Mac to use, the best idea is to install Yosemite on a separate hard disk drive connected to your Mac. After you download the installer, simply tell it to use the external drive as the installation target, then let it rip. Afterwards, you'll be able to reboot from your Mavericks drive by holding down the Option key on your keyboard on boot.

If you can't afford or don't have access to an external hard drive, you can install Yosemite on your internal hard drive, but again, don't make it your primary operating system. This is cutting a bit close to the bone, but the safest thing to do is to set up your drive with multiple partitions - one to run Mavericks, and another to run Yosemite.

One last tip: If you can avoid it, I'd recommend not to copy over settings or files from your existing partition. This is called doing a "clean install" of Yosemite. Once Yosemite's ready for prime time, it'll probably be safe to do a data and settings migration from your existing Mavericks installation. But for now, it's good to rule out any old baggage as the source of potential problems while you're testing software, so make sure to leave that stuff out if you can.

The Bottom Line

Between backing up, using an external drive or, if necessary, partitioning your Mac with a separate Yosemite partition, and doing a clean install, you can safely test the Yosemite public beta without a huge amount of risk to your Mac in the process.

By all means, have fun with the public beta, put it through its paces and get to know this new software — Apple's promising some great things with Yosemite and iOS 8 together once they're out in the world, and it's great to be giving a chance to put Yosemite through its paces early.

Peter Cohen

Managing Editor of iMore, Mac and gaming specialist and all-around technologist. Follow him on Twitter @flargh

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Reader comments

How to get ready for the Yosemite Public Beta without risking your Mac

7 Comments

I'm pretty excited to try Yosemite but does anyone know if any apps will also be included? I know Photos.app update is pretty far away but what about stuff like iTunes?

All your standard apps will be there (mail, messages, iTunes, App Store, etc.). You'll just be missing things like the photos app (which you mentioned) and any app that isn't compatible with Yosemite yet... Well, that app may be there if you move it over, it just may not work.

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Can't wait. I have held out instead of installing one of the DP's. I am looking forward to the new design language. I will say the IOS 8 betas have been super buggy and not near ready for prime time. CANT WAIT!

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I've been using the public beta for several hours now, and Yosemite has been quite stable. I have only been using a few different 3rd party apps like Dropbox and 1Password, but the experience has been very positive so far.

I don't think he WAS talking about using OSx 'Yosemite'. He mentioned instability with iOS.8. Not OSx 10.10

I wish Apple would roll out software (in the future) by time zones so their servers wouldn't get stressed or something. It's like 9PM here already.

DON'T GET YOSEMITE YET! Finder does not work and apps constantly crash! Extremely buggy!