Getting Ready for Lion
My original intention was to just forget about Lion for a few months, letting others do Apple's field testing for them. Then I realized I should go ahead and do it because I need to learn as much as possible, in preparation for those clients who will need help with it. But to give it a go, I had to do a lot of preparation.
A Twin System
The recommended way is to make a clone backup of your Snow Leopard (SNL) system so if things fall apart, one can just boot from the clone and copy it all back, wiping Lion off the map. This is always good, and I always run a clone (SuperDuper) backup in addition to my TimeMachine backup.
Since so many of my necessary programs die under Lion I decided I need to have a 10.6 system always around, which is easy to switch over to. Programs I lose under Lion include Eudora, AppleWorks, Word 2004 and Quicken 2006 (and 2007). The only Quicken that runs under Lion is Quicken Stripped Of Any Usefulness, aka "Quicken Essentials." Intuit doesn't care; they are in the business of helping Microsoft sell as many computers as possible and they couldn't care less about their Mac clients.
I already have a keyboard, mouse and 24" Asus display. I also have a MacMini that serves the TV set. So I bought an IOGear KVM switch (Keyboard, Video, Mouse) that supported DVI plugs, which both Macs do, with an adapter. Price: $99. So off to Frys I go.
This one also has sound ports, so I can, with a single button press, switch screens, sound output and USB devices. That's the idea, anyway. Setting it up I learned that while the video and sound switches flawlessly, the USB would not switch. I called the company to find out why, and the tech, who didn't really seem to know much, told me that their device did not support USB hubs, powered or otherwise, contrary to the page in the manual which shows how to set it up. He even tried to convince me that the mouse had to go in the mouse-marked port and the keyboard in the KB port.
With a lot of trial and error I finally managed to plug the keyboard in and get that switching, and then got the mouse to work plugged into the keyboard. Since the Air has only two USB ports I did not want to use them both to feed the KVM switch because I could get the hub to work by manually switching the plug between the two Macs when I wanted to print something or run the backup drives.
So I almost got what I want and it works well enough to use. That is good because KVM switches that have DVI are uncommon; most of them are VGA, which costs a quarter of what the DVI one cost. Projectors, the most common market use for KVMs are perfectly happy with VGA output since they are not capable of high resolution images.
It was the first day, so there was no other way but to buy and download it from the App Store. It took almost 10 hours because my house is located in 2001 where the best DSL signal I can get is 1.5 Mbps. One mile north and I am in 2011 with 20Mbps. I could, of course, hand over 33% of my soul to Concast and get a good signal from them, but I'd rather have my eyes sucked out by lampreys. (Using Concast's TV costs another 33% of your soul, with the final third going for their phone service. You are allowed to keep 1% of your soul for other purposes.)
Anywhilst, late that evening I had the Lion installer on the drive of my MacBook Air, so I quit everything and started it up. I violated several of the rules I and other techs insist on, just to see what would happen. I did not remove my startup items from Account Preferences, and did not repair permissions first. I had already run Disk Warrior so I knew the Air's "disk" was okay. Installation took just 20 minutes.
By the way, Apple claims that you need 10.6.8 in order to get Lion from the App Store. That is not true. You can do it with 10.6.6 or 10.6.7. All that is necessary is that you be able to access the App Store, which was introduced with the 10.6.6 update. People on Leopard 10.5 will not be able to get Lion until Apple makes it available on a Flash drive, rumored to be out in August some time.
I was pleased to learn that a lot of my most important utilities (Dropbox, SMC FanControl, Little Snitch, You Control) worked fine. I did have to give up Remember, which popped up reminder messages when configured to. The one that comes with iCal does not work as well.
The other issue I had trouble with was actually on the SNL Mini. I could not get screen or file sharing to work, even though both Macs were on the Internet and all the IP addresses were correct. I called AppleCare, and after an escalation to a network specialist, we found the problem was actually incorrect preferences in Network. There were two AirPorts, one of which had an Ethernet icon. She had me clear them all away and create new ones, one for Ethernet connection and one for AirPort.
That fixed it. Screen sharing works perfectly now.
For those of you who have never used it, screen sharing allows me to display the screen from one Mac on another, and operate it remotely. (I wish that worked well enough over the internet that I could use it with my clients!) But since I now have a laptop that will not run the primary programs I have on the Mini, Screen Sharing means I don't have to go to the desk and run the Mini to enter something in Quicken or read/write mail in Eudora. This was the last barrier to using Lion full time.
I can always use Safari to access my email when on the Air, which is what I do anyway when I am away from my Mac but have access to another one.
The differences in how Lion works compared to SNL are pretty interesting. Scrolling with fingers on the trackpad or using the arrows (or the Magic Mouse) are backwards. Instead of dragging in the direction you want the scroll bar to go, you instead drag in the direction you want the page to move. It's more intuitive once you get used to it. Scroll bars disappear when not being used. Check your own use of scroll bars: When you want to move up screen the text is actually moving downward as you drag upward. Bet you never even thought of it as being backwards before.
Windows that always have a scroll bar, like your Documents folder, work the same way when you drag the bar, but to drag downwards with two-finger dragging on the Pad, it moves the opposite way. It's difficult to visualize and describe, even when I have one hand on the Mini's slider and the other on the Air's. Get used to using the arrows on the keyboard more; in Safari and reading email, among other things, they make it much easier.
Sites you should visit to learn more about Lion, including reader reports include the Lion section of Macintouch; the App Compatibility Table; the Lion FAQ on Macintouch; and MacUpdate, State of the Apps. Want more? Google is your friend.
Along with the release of Lion, Apple shipped two new Macs: an upgraded Air with the i5 and i7 chip that is in the rest of the MacBook/iMac line (almost twice as fast as the Core 2 Duo at the same clock speed) and a new Mini. Both have the ThunderPort that can drive an external display (not including Apple's current model) and various external storages devices which will begin to show up in the stores soon. The new Air, with the biggest SSD and most RAM appears to be $100 cheaper than the last model.
If you have an older Mini now and you have the software that you need to use upgraded to Lion compatibility, this looks like a great buy. It does not have an optical drive, like the Air, so you will need an external USB drive for that. Apple's is $79 and works only with the Air and the new Mini. The Mini can have either a 500 (standard) or 750Gb hard drive, or the 256G SSD that the Air uses and is unbelievably fast. The base model is $599 but has only 2Gb RAM, so you would want to expand that, at least. It will take up to 8Gb. (4Gb add $100; 8Gb add $300.) Visit the Apple Store online and have fun with their configurator so you can see just what your unit would cost with all the add-ons you desire.