Upgrading from Leopard to Lion - how?

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So, I have an iMac that's running 10.5.8, and I want to upgrade to Lion.

I went into my local Apple store and asked about the various methods I could use to make my switch, and he said I could do one of two things:

1. Buy SL then upgrade, and then buy Lion and upgrade. This would retain all my HD information.

2. Buy the Lion USB Thumbdrive. I was under the impression that this would force a clean install.

What I'm not sure about is whether or not I can just pop the USB into my iMac and then have IT do all the work (ie: format then install all at once) or if I have to format the HD first, THEN pop the USB in and install Lion that way.

The instructions are simple - put it into the computer and click what pops up on the screen. When that second part happened for me, there was a white "do not enter" sign over it, so I couldn't do anything.

I'm not sure why the Apple employees told me that I could do it this way if I couldn't so I'm just assuming that I'm not following the right steps, but I'd like to know what exactly those steps are.

Thanks.
 

dtravis7


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Your Mac's Specs
MacMini M-1 MacOS Monterey, iMac 2010 27"Quad I7 , MBPLate2011, iPad Pro10.5", iPhoneSE
This is what is says on Apples site.......

To upgrade your Mac to OS X Lion, you must be running OS X Snow Leopard. If you have OS X v10.5 Leopard, purchase OS X v10.6 Snow Leopard now and install it on your Mac. Then buy OS X Lion as a digital download from the Mac App Store

OS X Lion USB Thumb Drive - Apple Store (U.S.)

2nd Paragraph. Looks like the person told you wrongly about that USB Thumb drive version.
 

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