Apple
is very careful about making sure that your Mac is rock solid from day
one until day one hundred and one. Unfortunately, while their diligence
ensures that it’s nearly impossible to crash or upset a new Mac, things
may start to get cloudy once you introduce third-party software and
peripherals.
Sometimes things break. Compatibility issues arise. Software
misbehaves. To help you circumvent and resolve these issues, OS X is
equipped with a special operating option called Safe Mode. In this
tutorial I’ll help you understand this crucial troubleshooting tool.
Safety First
OS X has included a Safe Boot option since the days of Jaguar back in
2002. Safe Boot is actually one of several different startup options in
OS X, and it’s the most commonly used.
Just to be clear about the terminology, performing a Safe Boot launches OS X into the restricted Safe Mode. There is a distinction between the two.
Safe Boot Versus Safe Mode
Safe Boot has a very simple goal: disable any third-party software
and start OS X using only the bare minimum system components required to
function. If a software compatibility issue is preventing your Mac from
starting up or functioning properly, a Safe Boot allows you to bypass
the problem entirely so you can identify and remove the culprit.
Once you’ve successfully started up this way, you’ll find yourself
logged into your Mac under Safe Mode, which is a protected operating
state designed to give you access to basic troubleshooting tools so you
can address the problem—most often this involves repairing permissions,
or deleting the malfunctioning app you just installed.
How to Start Your Mac in Safe Mode
Step 1: Shut Down Completely
To perform a Safe Boot, you’ll need to make sure your Mac is fully
turned off—not simply asleep. Turn your computer off completely by
clicking the Apple icon in the top left of your screen and selecting the Shut Down option.
Step 2: Perform a Safe Boot
A Safe Boot is triggered by holding down the Shift
key on your keyboard while your Mac is booting. When you’re ready, press
the power button and wait for the startup chime. Immediately after you
hear the chime, press and hold the Shift key until you see the Apple logo and a progress bar appear.
Tip: It’s important that you hold the Shift key after you hear the startup chime, not before!
Step 3: Wait for OS X to Perform Safe Boot Tasks
Unlike the standard boot process, Safe Boot disables any extra
user-added login items, so you might imagine that startup would be
faster. This is not the case because Safe Boot does more than just
bypass third-party software.
That progress bar you see initially is an indication that OS X is
performing a directory check on your startup drive. This is the same
task that occurs when you use the First Aid options in Disk Utility to
repair a disk. This progress bar shows you how far along Safe Boot is in performing its tasks.
Behind the Scenes
Besides the directory check and disabling of startup items, Safe Boot
also performs a few other small tasks that can help address some common
issues:
All user-installed fonts are disabled
System and User font caches are moved to the Trash
The Dynamic Loader Shared Cache is deleted
Extraneous kernel extensions are bypassed
The font caches are an unexpected source of trouble, and can cause
problems that may be tricky to diagnose. For instance, I once had an
issue where some of my Adobe Creative Suite products failed to launch
and gave no error messages. It turned out that a font manager I had
installed was interfering with the standard system fonts.
Once I performed a Safe Boot, thus clearing the font caches and disabling the third-party tool, everything was resolved!
The Dynamic Loader is a form of prebinding introduced in OS X 10.5
and later that essentially allows OS X to identify resources that a
given app needs to launch and prepare a sort of “map” that allows it to
find those resources more easily each time it starts. This results in
faster startup times for the app.
The maps for each application are saved in a cache, and as you continue to use your system the maps
may become damaged or simply fall out of date, causing the apps to
launch slower rather than faster. By deleting this cache, Safe Boot
ensures that it is recreated from scratch and re-optimized.
For the most part, these tasks are invisible to you. Their job is to make sure that you reach Safe Mode ready to troubleshoot.
Safe Mode Restrictions
After the startup process, you’ll find yourself in a familiar environment, albeit with some quirks.
For starters, you may notice that transparency effects throughout the
interface have been disabled. This is because one of the system
extensions that Safe Boot disables is Quartz Extreme, which is
responsible for many of the fancy graphical tricks in OS X. Apps that
make heavy use of this extension will not run correctly.
Further, you’ll find that you can’t play DVDs or capture video, and
some network systems will be unavailable, including network file sharing
and possibly even Airport cards on certain systems. Modems are also
disabled, and if you have devices connected to your audio ports, they’ll
be non-functional.
All of these limitations are in place for a reason, and they
shouldn’t present a problem since you’ll only ever spend time in Safe
Mode performing maintenance and troubleshooting tasks.
Using Safe Mode to Resolve an Issue
Step 1: Identify the Problem
If you’ve had to perform a Safe Boot, chances are you encountered
some sort of problem that prevented an application from running
correctly, or made OS X unable to boot normally.
The first thing to do is determine what might have caused the issue.
In most cases, the problem occurs as a result of newly installed
software or a recently changed setting. If you can recall what you most
recently installed, you can use Safe Mode to delete the culprit/reverse
the setting change and return things to normal.
If you want to dig a little deeper, you can use the Console to help diagnose the problem. You can use the Console to help zero in on problems.
Step 2: Repair Disk Permissions
If the issue seems to be more general, you can often fix it by
repairing your disk permissions using Disk Utility. This routine
maintenance task can be performed regularly (once every couple of months
should be plenty), but if you haven’t done it and can no longer boot
normally, then you should run a permissions repair from Safe Mode to see
if that resolves your problems.
For more details on what the process entails, you can read our Verifying and Repairing Permissions in OS X tutorial on the subject. Repairing disk permissions is a powerful and broad-spectrum maintenance task you can perform from Disk Utility.
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Step 3: Restore From Backup
If all else fails, you can use your Time Machine backup to restore
individual files or even your entire system to a state before the
problems started. As long as the drive you use for Time Machine is
connected directly (since network drives aren’t available in Safe Mode),
everything works the same as it normally does as far as restoring your
system. As a last resort, you can restore files or the entire system from your Time Machine backup.
Back to Normal
Once you’ve performed your troubleshooting tasks, simply restart your
Mac normally and it will automatically go back to the standard startup
mode!
Chances are that whatever was wonky with your system will be resolved
using the steps above. OS X is an extremely durable operating system,
and it does a very good job of keeping itself working.
Now that you’re equipped to help out when things go wrong, you’ll be
able to handle the vast majority of system issues without breaking a
sweat.
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