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macos_setup.md

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macOS Setup 🍎

Setup notes for getting a new macOS machine set up from scratch.

User accounts

Create a primary user account with iCloud login as usual during setup, then once installed:

  • Set up an Administrator account and demote the primary user created during installation to a regular user for personal use
  • Set up further standard user accounts for clients/projects

As administrator...

Set up DNS

Change the default DNS by using a configuration profile from my preferred DNS provider (this may need to be downloaded as a regular user to be able to log in, and then installed as the admin user).

Set up Homebrew

Homebrew needs to be installed as the administrator user. Follow the instructions on the Homebrew website.

As the admin user, clone the dotfiles to a convenient location (e.g. ~/Developer/punkt), then install Homebrew dependencies using the provided Brewfile. The cloning should be done using the HTTPS (not git://) repo URL as the admin user won't be logged in to 1Password.

brew bundle --file ~/Developer/punkt/Brewfile

Note: This needs to be done before setting up the dotfiles for the admin user (as otherwise the dotfiles dependencies won't be installed).

Allow Homebrew bash to be used as shell

I use Bash, not the macOS default zsh. This is installed through Homebrew and needs to be set up as an acceptable shell before macOS will allow the standard user accounts to change their default shell to it.

echo "$HOMEBREW_PREFIX/bin/bash" | sudo tee /etc/shells

As each local user that will need development tools...

Set up 1Password

This is required for SSH keys for Git. Sign in to 1Password and enable SSH agent.

Set up Bash as the default user shell

chsh -s $HOMEBREW_PREFIX/bin/bash

(You will need to close any terminal apps to start new sessions.)

Set up a Developer directory in the home directory

This sounds a bit weird as a directory name, but gets a fancy icon from macOS.

Clone the dotfiles repository and set up

git clone [email protected]:csutter/punkt.git $HOME/Developer/punkt

Create a $HOME/.rcrc file as follows (adding additional tags if appropriate):

EXCLUDES="_docs Brewfile LICENSE README.md"
DOTFILES_DIRS="$HOME/Developer/punkt"
UNDOTTED="bin Brewfile Library"

Run rcup -f to set up the dotfiles.

Initial macOS setup

One day this might be automated - for now, I don't do it often enough to be worth automating.

  • Remove superfluous icons from Dock

System Preferences

⚠️ TODO: Adapt to new Ventura "System Settings" app

  • General
    • Set appearance to auto, choose colours as desired
  • Desktop & Screen Saver
    • Pick a nice wallpaper
  • Dock & Menu Bar
    • Reduce dock size
    • Untick "Show recent applications in Dock"
    • Configure menu bar (show battery percentage, hide WiFi)
  • Mission Control
    • Untick "Automatically rearrange Spaces"
  • Siri
    • Disable completely
  • Spotlight
    • Disable superfluous options
  • Touch ID
    • Set up
  • Keyboard
    • Keyboard: Set touchbar to show F-keys (on legacy MacBook Pros), tick "Use F keys as standard function keys on external keyboards"
    • Text: Remove default text replacements
    • Input Sources: Set to US and disable UK
    • Add a shortcut to disable Cmd-Q for Safari:
      • In Shortcuts > App Shortcuts, add Cmd-Ctrl-Q as a shortcut for "Quit Safari"
  • Trackpad
    • Disable "look up & data detectors"
    • Enable "tap to click"
    • Dial up tracking speed
    • Disable "natural scrolling"
    • Set "swipe between pages" to "swipe with three fingers"
    • Set "Mission Control" to "swipe up with four fingers"
  • Display
    • Set up Night Shift
  • Battery
    • Configure "turn off display after" for Battery and Power Adapter
    • On Power Adapter, enable "Prevent computer from sleeping automatically"