Create an Emergency OS X Boot Device Using a USB Flash Drive

01
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Boot OS X From a USB Flash Drive: What You Will Need

Close up of usb flash drive
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A bootable copy of OS X on a USB flash drive is a great emergency backup tool to have on hand. It allows you to be ready to go almost immediately should anything happen to your existing startup drive.

Why a flash drive? A bootable external or internal hard drive works well for desktop Macs, but presents a cumbersome problem for notebook Macs. A flash drive is a simple, inexpensive, and portable emergency OS X boot device. Even if you don’t use a notebook, you may want to have a bootable USB flash drive on hand.

What You Will Need

  • An Intel-based Macintosh
  • An install DVD of OS X 10.5 (Leopard), OS X 10.6 (Snow Leopard) or the downloaded installer image of OS X 10.7 or later
  • A 16 GB or larger USB flash drive

I’ve chosen to use a 16 GB or larger flash drive for two reasons. First, a 16 GB flash drive is large enough to accommodate the current minimum amount of space required to install OS X directly from the install DVD. Eliminating the need to pare down the OS to get it to fit on the USB flash drive significantly simplifies the installation process. Second, the cost of USB flash drives is falling. A 16 GB USB flash drive is large enough to install both a complete copy of OS X and some of your favorite applications or recovery utilities, making it a budget-friendly emergency device that can boot your Mac and possibly repair or recover its data and get it running again.

Published: 2/3/2009

Updated: 10/19/2015

02
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Selecting a USB Flash Drive for Booting OS X

Selecting a USB flash drive to use for creating a bootable OS X device is actually relatively straightforward, but here are some concerns to consider and a few suggestions to make the selection process easier.

Compatibility

The good news is that I haven’t come across any USB flash drives that are not compatible for this purpose. If you check the specifications of USB flash drives, you may notice that they sometimes don’t mention Macs or OS X, but fear not. All USB-based flash drives use a common interface and protocol to ensure compatibility; OS X and Intel-based Macs follow these same standards.

Size

It’s possible to install a bootable copy of OS X on USB flash drives smaller than 8 GB, but it requires fiddling around with OS X’s individual components and packages, removing the packages you don’t need, and paring down some of OS X’s capabilities. For this article, we’re going to forego the extra steps and all that fiddling, and instead install a fully functional copy of OS X onto a USB flash drive. I recommend a 16 GB or larger flash drive, because it’s big enough to install a complete copy of OS X, with room to spare for a few applications.

Speed

Speed is a mixed bag for USB flash drives. In general, they’re pretty speedy at reading data but they can be agonizingly slow at writing it. Our primary purpose for the USB flash drive is to serve as an emergency boot and data recovery drive, so we’re most concerned with read speed. Focus on read speeds rather than write speeds when you shop for a USB flash drive. And don’t be alarmed when it takes longer than normal to install OS X, because you will be writing lots of data.

Type

USB flash drives are available in multiple flavors of the USB interface. While the standards tend to change over time, currently USB 2 and USB 3 are the two common interface types. Both will work with your Mac, but if your Mac has USB 3.0 ports (most Macs since 2012 have USB 3 ports), you will want to use a flash drive with USB 3 support for the faster read and write speeds available.

If you're using a MacBook with USB 3-C ports, you will likely need an adapter to go between USB 3-C and USB 3. Apple is the primary source for this type of adapter, but as USB-C gains popularity, you will be able to find third party suppliers at reasonable prices for the adapters.

Published: 2/3/2009

Updated: 10/19/2015

03
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Format Your USB Flash Drive for Use With OS X

Format Your USB Flash Drive for Use With OS X
Formatting the USB flash drive.

Most USB flash drives are formatted for use with Windows. Before you can install OS X on a USB flash drive, you will need to change the drive’s formatting to the standard used by OS X (Mac OS X Extended Journaled).

Format Your USB Flash Drive

Warning: All data on your flash drive will be erased.

  1. Insert the USB flash drive into your Mac’s USB port.
  2. Launch Disk Utility, located at /Applications/Utilities/.
  3. In the list of drives attached to your Mac, select the USB flash drive device. In my case, it’s called 14.9 GB SanDisk Cruzer Media. (Like lumber, hard drives and flash drives are actually slightly smaller than their specs would have you believe.)
  4. Click the ‘Partition’ tab.
  5. Select ‘1 Partition’ from the Volume Scheme dropdown menu.
  6. Enter a descriptive name for your flash drive; I chose Boot Tools.
  7. Select Mac OS X Extended (Journaled) from the Format dropdown menu.
  8. Click the ‘Options’ button.
  9. Select ‘GUID Partition Table’ from the list of available partition schemes.
  10. Click ‘OK.’
  11. Click the ‘Apply’ button.
  12. A sheet will drop down, warning you that you are about to erase all data from the disk. Click ‘Partition.’
  13. Disk Utility will format and partition your flash drive.
  14. Quit Disk Utility.

Enable Ownership of Your USB Flash Drive

In order for a drive to be bootable it must support ownership, which is the ability of files and folders to have specific ownership and permissions.

  1. Locate the USB flash drive on your Mac desktop, right-click its icon, and select ‘Get Info’ from the pop-up menu.
  2. In the Info window that opens, expand the ‘Sharing & Permissions’ section, if it’s not already expanded.
  3. Click the lock icon in the bottom right corner.
  4. Enter your administrator password when asked.
  5. Remove the check mark from ‘Ignore ownership on this volume.’
  6. Close the Info panel.

Published: 2/3/2009

Updated: 10/19/2015

04
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Install OS X on Your USB Flash Drive

Once you complete the previous step, your USB flash drive will be ready for you to install OS X.

Install OS X

We prepared the USB flash drive by partitioning and formatting it, and then enabling ownership. The flash drive will now appear to the OS X installer as just another hard drive that is ready for an installation of OS X. Because of our preparation, the steps for installing OS X will be no different than a standard OS X installation.

Having said that, I recommend that you customize the software packages that OS X will install. Because of the limited space on the USB flash drive, you will need to remove any printer drivers that you don’t use, as well as all of the extra language support that OS X installs. Don’t worry if this sounds complicated; the installation instructions I link to here are step-by-step guides and they include information on customizing software packages.

Before you begin the installation, a few notes about the process. As I mentioned earlier, USB flash drives are much slower at writing data. Since the installation process is all about writing data to the USB flash drive, it’s going to take quite some time. When I performed the installation, it took about two hours. So be patient, and don’t worry about how slow some of the process seems; this is normal. You can expect to see plenty of beach balls and slow responses as you work your way through the installation process.

Ready to install? Click the link below for your OS and follow the step-by-step guide. Once you complete the installation, come back here for some additional tips about using your USB flash drive as a boot device.

Installing OS X 10.5 Leopard: Erase and Install Method

How to Perform a Clean Install of Snow Leopard OS X 10.6

Perform a Clean Install of OS X Lion on Your Mac

How to Perform a Clean Install of OS X Mountain Lion on a Non-Startup Drive

OS X Mavericks Installation Guides

Perform a Clean Install of OS X Yosemite

How to Perform a Clean Install of OS X El Capitan on Your Mac

Published: 2/3/2009

Updated: 10/19/2015

05
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Using a USB Flash Drive as a Startup Volume

Now that you have installed OS X on your USB flash drive, you’ve probably noticed how slow it seems. This is normal for flash-based drives, and there’s not much you can do about it, except to buy the fastest USB flash drive in your price range.

It’s important to remember why you’re creating this startup drive. It’s for use in an emergency, when your Mac won’t boot, either because of a hard drive problem or a software-related problem. A bootable USB flash drive will help you get your Mac back to working condition, by letting you use all of the tools a fully-working Mac has available.

In addition to being able to use Disk Utility, the Finder, and Terminal, and have access to the Internet, you can also load some specific emergency tools onto your USB flash drive. Here are some of the utilities I suggest installing. You don’t need to have all of them; in fact, it’s unlikely they would all fit onto the flash drive after you install OS X, but having one or two certainly makes sense.

Emergency Utilities

  • Data Rescue for data recovery.
  • DiskWarrior for data recovery, disk testing, and disk repair.
  • Drive Genius for disk repair, defragmenting, partitioning, copying, and other useful tools.
  • TechTool Pro for memory testing, drive testing, data recovery, and Mac hardware testing.

Published: 2/3/2009

Updated: 10/19/2015