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11 Steps To Easily Set Up Your New iPhone

by on December 28, 2019
in Tech 101, Phones and Mobile, Cell Phones, Mobile Apps, iPhone/iPad Apps, Tips & How-Tos :: 0 comments

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If you have bought a new iPhone, follow these steps for the best way get it up and running quickly and smoothly. And then, take time to tweak some of the iOS settings for a more enjoyable iOS 13 experience.

1. Upgrade Your Current Gear

Apple does not officially say it's necessary, but I've been told by customer service folks that upgrading your current iPhone and especially your Apple Watch to the current iOS 13 and Watch OS6 could help you avoid potential upgrade/re-pairing issues. For your current iPhone, go to Settings > General > Software Update (second listed item). If you own an Apple Watch, go to the Watch app on your iPhone, tape My Watch on the far left of the bottom row, General > Software Update.

In the opening screens of confirming the update to iOS 13, you may be asked if you want to turn on automatic updating. Say yes. We are in an age of constant hacking and security threats, and most occasional iOS updates focus on enhanced security features you definitely don't want to leave your iPhone vulnerable to.

2. Back Up Your Current Gear

Your new iPhone can be cloned from your current iPhone to make sure your change in usage is only in the hardware. To get an exact clone, transferring all your apps, photos, email, settings and passwords from old to new, you'll need to back up your current iPhone just before setting up your new iPhone.

Back up your iPhone

You can back up to iCloud via Wi-Fi, but it can take a very long time if you haven't backed up recently and your Wi-Fi isn’t very fast. If you have a full iPhone, we recommend firing up iTunes on your Mac or Windows PC, then connect your current iPhone via USB. When the icon for your iPhone shows up above the left sidebar in iTunes, click on it, then click on the top item in the resulting new sidebar, Summary. In the middle left of the Summary screen, under Automatic Back Up, you'll see two backup location choices: iCloud and This Computer. Use the latter. And, if you want to store your account passowrds, Health, and HomeKit data, you'll also need to select "Encrypt local backup". Creating a backup via USB should take no more than 5-10 minutes. Backing up to iCloud can take more than an hour.

3. Set Up Manually

After updating and backing up your current iPhone, eject it from iTunes, unplug it and place it away from your PC. Now hit the button on the right side of your new iPhone to wake up it up. After you get past the Hello, Language and Country screens, you'll arrive at Quick Start, where you are told that bringing your current iPhone close to clone it. Don't do this. Wirelessly cloning your old phone to the new can take forever, especially if you've got many gigabytes of goods to transfer. Instead, at the bottom of the Quick Start screen, tap "Set Up Manually."

4. Set up Face ID

If you're new to the iPhone X (and higher) series, gone is the familiar fingerprint-reading Home button. Instead, your face is the security key to unlock your phone. Getting your new iPhone to recognize you is simple. When you're prompted, just roll your head around until the detection circle on the screen is filled, then repeat. Not only will your face now awaken your iPhone, but you'll be able to create a cartoon figure or personalized representation of your own face to send animated voice messages in iMessage.

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5. Restore From iTunes

Restore from iTunes

After setting up Face ID and setting a passcode, you'll come to an Apps & Data screen – this is the step in which you'll move your data to your new iPhone. Choose for either "Restore from iTunes" or "Restore from iCloud." If you select "Restore from iTunes," you'll be prompted to connect your new iPhone to your PC and iTunes. On your PC screen with iTunes open, you'll get a Welcome To Your New iPhone page with two choices. Choose the second, "Restore from this backup," choose the backup you just made from the drop-down menu and hit Continue. Apps, email, photos/videos, passwords and settings will now be transferred from the backup to your new iPhone.

6. Add any new accounts and set your default email, contacts and calendar

If you've already set up all of your email accounts, you can move on to step 7.

Otherwise, If you use Apple’s Mail, Gmail, Outlook or another email account, you’ll want to head over to Settings > Passwords & Accounts > Add Account. There you can select your email service and enter your username and password. You can choose whether to also sync that account’s Contacts, Calendar and Reminders and Notes. You can also go to Settings > Mail to set your default email for messages sent outside of the Mail app.

If you use Google or another provider to manage your calendar and contacts, you’ll want to make sure any new calendar and contact entries are saved to the correct calendar and address book. Otherwise, new entries will automatically be saved into your Apple Calendar and Contacts and will not sync with your Google Calendar and Contacts. To select your default Calendar, go to Settings > Calendar > Default Calendar. To select your default Contacts, go to Settings > Contacts > Default Account.

7. Activate your SIM card

First, try calling or texting someone from your new iPhone. If said call or text fails, that means you have to activate your new phone. Calling your carrier and having them make the switch could take a few hours to go through. It may be simpler to simply switch the SIM card from your old iPhone to the new one.

8. Change the Name of Your New iPhone

You can update your new iPhone's name in two places: on the iPhone in Settings > General > About > Name, or, in iTunes, click on the name of the iPhone at the top of the right sidebar, and you'll be able to change its name there.

9. Change your email signature

After you update your iPhone's name, go into your new iPhone's Settings > Mail (scroll down) > Signatures (last from the bottom) and change the "Sent from my iPhone" line to the name of your new iPhone in all your email accounts.

Change email signature

10. Turn on Automatic Back Up to iCloud

While you're on the iTunes Summary screen, click iCloud under Automatically Back Up. This way, in case of emergency (i.e., a lost/stolen phone you have to replace), you'll have a constantly fresh backup of your new iPhone at your disposal.

Or, on your iPhone, go to Settings > Apple ID > iCloud > iCloud Backup and turn on automatic backup.

11. Transfer your music to your new iPhone

If you had music stored on your old phone and you backed up to iTunes on your computer, your music might not have loaded on your new iPhone. Go to Settings > Music (scroll down a bit) and toggle off iCloud Music Library. Then go back to iTunes on your PC, click on Music (directly below Summary in the left sidebar) and you'll see your iTunes music syncing options.

8 settings to change in iOS 13

Whether you’re getting an iPhone for the first time or trading in an old one for a new model, you’ll want to ensure your settings for iOS 13 are optimized for security and battery life. Here are the settings you should check now.

1. Change your Lock Screen Notifications

From the Lock screen or Home screen, slide the screen to the right, and the notifications panel appears. The way you had these configured on your old iPhone – if you had them configured (or even knew these were there) – will be transferred to your new iPhone.

On this swipe-right Notifications page, you'll find widgets that pull and lists quick-glance information from and quick access to a variety of both Apple and non-Apple apps – Calendar, Weather, News, Stocks, the Screen Time app, which lets you track yours and your kid's phone usage, etc. If you've never seen this page before, scroll down to the bottom and tap Edit to select which widgets run on your Lock screen and in what order you want them listed.

The information in regular Notifications — calls, texts and so on — is now more in-depth and interactive. You can now read and respond to text messages, among other tasks, even from the Lock screen.

You can adjust the amount of information that appears for each app – and whether the app delivers lock screen Notifications at all – by going to Settings > Notifications. There, you can select specific types of Lock Screen Notifications for each app.

But this Lock Screen access convenience should be balanced by privacy and security – your Notifications are now easier for someone else to access. Conversely, if you need information from an iPhone you've accidentally left at home or the office or if you lose your phone, access to some apps might make it easier for a family member, co-worker or good Samaritan who finds it to help you out.

Depending on your attitude, you may want to restrict what can be accessed when your phone is locked. Go to Settings > Face ID & Passcode, and you'll see a list entitled Allow Access When Locked. Here, you can toggle on and off access to Today View (those widgets), Notifications View, Siri, Reply with Message, Home Control and Wallet. Home Control lets you control devices like smart lights and other smart home devices. For each of these, you'll need to weigh your privacy versus convenience. 

2. Automatic app updates

Since Apple apps are all carefully curated to remove unwanted malware and spyware, there's no reason to update apps manually as you do on an Android phone. That's why Apple lets you automatically update apps in the background – but you have some choices to make. Go to Settings àiTunes & App Stores and turn on Updates for Automatic Downloads. If you have a limited data plan, make sure you toggle Use Cellular Data to off.

3. Background App Refresh

iPhone can automatically update your apps in the background when they're not actively running. If your data plan is limited, you may not want your apps to update automatically unless you're actively using them. To turn off background app refresh, go to Settings > General > Background App Refresh to choose to turn background app refresh on or off. If you turn on automatic refresh, you can choose to have this refresh via Wi-Fi-only or Wi-Fi & Cellular Data and to allow access for each app on a case-by-case basis.

4. Wi-Fi or Cellular App Connectivity

You also have an option about how your apps connect to the Internet when you're actively using them. Go to Settings > Cellular and scroll down to Cellular Data to see a list of apps and choose whether they can be accessed via a cellular connection. Turning on an app allows it to connect via cellular, turning it off means that app will connect only via Wi-Fi. For instance, you don't want to inadvertently start watching a movie on Netflix or a video on YouTube when there's no Wi-Fi and burn through your monthly data allotment in two hours.

Sometimes your Wi-Fi connection isn't wonderful. So, at the bottom of the list, you can choose to let a cellular connection help out Wi-Fi for those apps you really need to have access to, and a separate toggle for cellular to assist Wi-Fi when accessing your iCloud Drive. If you have a limited cellular data plan, you'll want to be careful here. Are you getting a fulsome Wi-Fi signal? If not, turning on Wi-Fi Assist may result in you burning through your monthly cellular data allotment quickly at home when you think you're just using Wi-Fi.

5. Wi-Fi calling

If you get spotty cellular reception at home or another location you frequently visit, you'll want to turn on Wi-Fi Calling to ensure your calls come through. Go to Settings > Phone > Wi-Fi Calling. There you can choose to turn on the feature. You'll be prompted to enter your emergency address, which should be the address where you'll be using Wi-Fi calling.

If you've got a Mac, MacBook or iPad connected to your iCloud account and to Wi-Fi, toggle on Add Wi-Fi Calling For Other Devices, which let them get calls routed to them if your phone's not nearby.

6. Turn on AutoFill Password

iOS 13 will autofill your passwords with support not only for Keychain but also third-party apps — right now, Dashlane, LastPass and 1Password. Go to Settings  > Passwords & Accounts > AutoFill Passwords and select the app you want to use under "Allow Filling From." You’ll only see third-party apps listed if you have one installed on your iPhone.

Password AutoFill

7. Turn on Do Not Disturb

If you don’t want to be woken up at night by app notifications, text messages and calls, you can set Do Not Disturb hours (Settings > Do Not Disturb). I’d suggest enabling “Allow Calls From your Favorites” and “Repeated Calls” (a second call from a number within 2 minutes), so someone who is calling in an emergency can get through. You can also turn on “Do Not Disturb While Driving” to limit notifications when your phone is connected to your car or a hands-free accessory.

8. Check the file formats for the camera

When you get a new phone, it will default to Apple's "High Efficiency" file formats – HEIF/HVEC. These formats are not compatible with a lot of programs. If you work outside of Apple apps, you should change the formats to "Most Compatible," which will save JPEG images and H.264 videos. The "Most Compatible" formats do take up more space, but the "Most Compatible" files will we easier to work with outside of your iPhone and other Apple devices. 

Other important considerations for your new phone

Do you need insurance?

When you purchase your new iPhone, you'll be presented with an option to add the AppleCare+ extended warranty ($149 for the iPhone 11 and iPhone XR, $199 for the iPhone 11 Pro and iPhone 11 Pro Max) or AppleCare+ with Theft and Loss that also covers theft and loss ($249 for the iPhone 11 and iPhone XR, $299 for the iPhone 11 Pro and iPhone 11 Pro Max)

Your decision to buy Apple's insurance (or any insurance) depends somewhat on how long you plan to own your new iPhone and your personal klutz quotient. Keep in mind that all iPhones come with one year of hardware repair under Apple's limited warranty. AppleCare+ extends the coverage to two years and includes two incidents of accidental damage coverage with a $29 fee for screen damage and $99 fee for any other damage for all iPhones. For AppleCare+ with Theft and Loss, the theft-and-loss deductibles are $229 for iPhone 11, XR, 8 Plus and 7 Plus, and $269 for iPhone 11 Pro, 11 Pro Max, XS and XS Max.

If you want less expensive protection against loss and theft, look to your carrier or Worth Ave. Group, which provides 2 years of full coverage with a $50 deductible for $155.00 for a $699 iPhone 11 or $189 for a $999 iPhone 11 Pro. 

Get a case and screen protector

These new iPhones are not cheap, topping out at $1,449 for the 512GB iPhone 11 Pro Max. Even the new iPhone 11 starts a pricy $699. Do you really want to risk slinging this investment around unprotected? That's a rhetorical question.

My editor's iPhone 11 Pro is currently encased in a Speck CandyShell Grip ($39.95 (on sale 12/26 for $19.97) on SpeckProducts.com, check on Amazon) case that is drop-tested to 13 feet and is treated with a Microban antimicrobial agent. Whatever case you purchase, make sure it has been drop-test rated to at least six feet.

Protecting her iPhone's screen is a Zagg Invisible Shield Glass + Visionguard ($44.99 on Zagg.com, check price on Amazon), which claims to make iPhone's display three-times more shatter-proof than it is naked. It also has a blue light filter (which doesn't impact the way you perceive colors) and an antimicrobial agent baked into the glass. Look for a tempered-glass screen protector, like the Zagg, with a 9H hardness rating and good reviews for touch-sensitivity. 

[Image credit: Suzanne Kantra/Techlicious, Stewart Wolpin/Techlicious]



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