THE 30 ESSENTIAL ELEMENTS
FOR Mac OS X

Jeff Balvanz
March 5, 2003

When you teach a person how to use a computer for the first time, you have to teach them what they have to do as well as how to do it. They don't know what files and applications are, and that you need to copy them to diskettes or organize them into folders.

You, on the other hand, have been educated in what computers do, and are probably familar with how to do all the things that need to be done in either Microsoft Windows or Classic Mac OS. Your questions are more like those of someone driving a strange car: "Where's the headlight switch, and how do you turn on the radio?" That's where the 30 Essential Elements come in. You will find instructions for doing the thirty most common operating system tasks, with references to the OS you're already familiar with, so that you can transfer your skills directly to the Macintosh. This will get you up and running on the Mac as quickly as possible.  

While reading, if you see a list with buttons under an element, it means that any of the choices will do what you want.  Without further adieu, here are the 30 Essential Elements.

1. Turn the machine on and log in

Press the Power Key in the upper right-hand corner of the keyboard. (If that doesn't work, look for the power switch.)

Most modern Macs can be turned on with the power Key in the upper right-hand corner of the keyboard. It usually has a circle with a vertical slash on it just like the power switch on the Mac itself, though older Macs may have a triangle and some PowerBooks actually say "On". Older Macs may not recognize the Power Key, though; in that case, follow the keyboard cable back to the computer and look for a power switch.  (Apple usually put the international 0 and 1 on them when those Macs were built.)

If more than one user has been created on your machine, you will immediately see a dialog box asking for your username and password. Enter the username and password that the person who set up your computer gave you. You'll then be permitted access to the computer.

2. See the disks on your machine

Look at the icons on the right side of the screen (known as the Desktop).

Unlike Windows, which shows icons for disks even if there aren't any in the drives at the moment, a Mac will only display icons for the disks that are currently mounted. Insert a removable disk or mount a network server, and an icon for it it should show up there as well.

3. Look at the contents of a disk

Double-click on the icon of the disk on the Desktop.

Double-clicking on the icon of a disk on the Desktop opens a new window. Just like in the Windows My Computer views, each icon represents a file on the disk, either a document or an application. Most Mac applications and documents have custom icons, but there are a few generic icons you should be familiar with:



Generic document. Either this is a file not associated with an application, the application has never been installed on this Macintosh, or the application doesn't have a custom icon either.

Text file. Like other variants of UNIX, Mac OS X can identify a text file without its having a .txt extension.

Disk image file. This files usually has the .dmg extension on the end of the filename, and a picture of a hard disk on the icon. A disk image file will open into another disk icon when it's double-clicked.

The standard view of a disk window in Mac OS X now uses a three column format.  Select this view by choosing "As Columns" from the View menu, or click the right end of the View button.


The disk "opens" from left to right, the leftmost column showing the drives and drive-like objects, with the second column showing the top level of the disk (in this case, with the "Users" folder highlighted) and the third column showing the contents of the highlighted folder. More columns may appear if you make the window larger.  If you have several layers of subdirectory opened the columns may slip off the left edge of the window. Use the scroll bar at the bottom of the window or the "Back" button to move to a higher level.

There are other ways to view the disk. Click the left end of the View button or select "As Icons" from the View menu to display just the current level of the disk with files and folders as large icons.

Choose "As List" from the View menu or click the center of the View button to show a detailed list with modification dates and sizes.


4. Open a folder (subdirectory)

Double-click on the folder icon.

Each user in Mac OS X has a "Home" directory just for their personal files.  It's located on the startup disk at /Users/username, where "username" is the UNIXized form of your Mac username.  (For example, "Jeff Balvanz" becomes "jeffbalvanz".)  Unless you grant them permission, other users can't open your home directory (except for those who are Administrators, who can see and change everything).  The "Home" button at the top of the window is a shortcut; click on it once to open your home directory.

5. Move a window

Click, hold and drag on the window's Title Bar.

6. Resize a window

Click, hold and drag on the Manual Resizer Box in the lower right-hand corner of the window.

7. Maximize a window

Click on the green circular button in the upper left-hand corner of the window.

8. Minimize (hide) a window

In either case, the window will disappear and an icon appear in the Dock, the bar normally at the bottom of the screen.

9. Restore a window

From Maximized: Click again on the green circular button in the upper left-hand corner of the window.

From Minimized (Hidden):

It's possible to hide the Dock; try moving the mouse pointer to the bottom of the screen and see if it reappears. It's also possible to move the Dock; if it doesn't show up on the bottom, try moving the mouse pointer to the left or right edges of the screen instead.

10. Close a window

11. Create a subdirectory (folder)

From the File directory, select "New Folder". Type a new name for the folder and press <Return>.

12. Move files

Click, hold and drag the file over the window or folder you want to move it to.

13. Copy files

14. Delete a file

15. Recover a deleted file

Open the Trash icon in the Dock and drag the file back to the folder it came from.

16. Prepare a disk for use

Start Disk Utility (found in /Applications/Utilities). Highlight the disk to be erased and click the Erase tab. Choose a disk format and click "Erase."

The Mac automatically prompts you to initialize an unformatted disk whenever it's inserted for the first time.  PC-formatted disks will be used as is, and can be used to exchange files between Mac OS X and Windows or Linux. If the Mac tells you to initialize a disk that you know has stuff on it, it's a broken disk. Proceed directly to Element 29 (Repair a disk that has been corrupted).

17. Copy files to a disk

18. Open an application

19. Open a document

Double-click on the document's icon (or on its alias).

20. Select a printer

If the printer is in the printer list: select the printer's name from the Printer menu when you choose Print from the File menu.

If the printer is not in the printer list:
  1. Launch the Print Center. Either double-click "Print Center" in /Applications/Utilities, or choose Print from the File menu, then select "Edit printer list..." from the Printer menu.
  2. Click "Add".
  3. From the top pull-down, select a connection method (AppleTalk, IP Printing, USB, or one of the more esoteric choices that may be appropriate to your printer).
  4. Under "Printer Model", choose the manufacturer and model for your printer. If you have a PostScript printer that does not appear, try "Generic". If you have a dot-matrix or inkjet printer, consult the documentation for your printer and look for another printer that it emulates, then select that type of printer under "HP" or "ESP".
  5. Click "Add".
Now select your new printer from the printer list.

21. Print a document

Open the document, then select "Print" from the File menu.

22. Switch applications

23. Close an application

24. Close an application that has crashed

Hold down <Option> and <Command> and press <Esc>. A dialog box will appear; highlight the application's name and click on "Force Quit". Note that this doesn't always work; sometimes you have to restart the Mac instead (see Element 27).

25. Shut down the machine

Select "Shut Down" from the Apple menu.

26. Restart the machine

Select "Restart" from the Apple menu.

27. Restart a machine that has crashed

Hold down <Control> and <Command> and press the Power Key. (This is analogous to <Ctrl/Alt/Del> on a PC.)  If this doesn't work, turn off the power on the Mac.  Macs with "soft" power switches can be turned off by holding down the power switch for five seconds.

28. Connect to a network file server

AppleShare server:

  1. From the Finder, select "Connect to server..." from the Go menu.
  2. Choose the Appletalk zone the server is in from the menu on the left.
  3. Choose the server from the menu on the right and click "Connect".
  4. If you are logging in as a registered user, click "Registered user" and enter your username and password for the server. If you are logging in as a guest, click "Guest".
  5. Click "OK".
  6. If the server has more than one shared volume, highlight the volumes you want to mount and click "OK".

AppleShareIP or netatalk server:

  1. From the Finder, select "Connect to server..." from the Go menu,
  2. Enter the address of the server like this: afp://domainname or afp://ipnumber
  3. If you are logging in as a registered user, click "Registered user" and enter your username and password for the server. If you are logging in as a guest, click "Guest".
  4. Click "Connect".
  5. If the server has more than one shared volume, highlight the volumes you want to mount and click "Connect".

Microsoft Windows or Linux Samba server:

  1. From the Finder, select "Connect to server..." from the Go menu.
  2. In the Address field, enter the name of the server like this: smb://servername
  3. Click "Connect".
  4. Enter the appropriate workgroup or domain, username and password and click "OK".
  5. Select the share you want to use and click "OK".

29. Repair a disk that has become corrupted

Launch the application named "Disk Utility". (Look in /Applications/Utilities.) A list of disks on your machine will appear; click once on the one you want to repair and click "First Aid". Then click "Repair Disk".

You can't repair the startup disk, a write-protected disk, a disk with open files or a shared disk. If the Mac's startup disk is the one with the problem, you'll have to start from the system CD and run Disk Utility from the Utilities folder on that disk.

Disk Utility will sometimes report that there are problems on the disk, but it cannot fix them. Rather than initializing the disk with Drive Setup (and losing everything on it), try buying a copy of Norton Utilities for Macintosh and trying to use it to repair the damage first. Oftentimes Norton Disk Doctor will be able to recover the disk just fine even when Disk Utility has given up.

30. Set the time and date

Select "System Preferences" from the Apple menu. Double-click on "Date & Time". Click on the different parts of the date and time, then type the new values or use the arrow buttons to change them. Close the window.
Alternatively, you can click "Network Time" in the Date & Time panel, turn on "Use a network time server" and click "Set Time Now". The time will be set to one of Apple's network time servers.

Getting More Help

In the Finder, select "Mac Help" from the Help menu.
Official Apple support information is available from http://www.info.apple.com.
Free tutorials on Macintosh-related topics are located at http://www.macinstruct.com.
All sorts of interesting Mac articles are found at http://www.ResExcellence.com.