Bulletproof upgrade to DT4 (and rollback to DT3)

Hi,

First, I’m super excited about version 4. I didn’t have time / opportunity to play with beta version, but now I’m planning to switch to DT4.

I use DT3 for serious work, and I really need to have successful upgrade on the first attempt.

Therefore I would like to triple-check the step-by-step process.

In advance, my apology for this post, I did read upgrade guide, also some posts from this forum, but again, I must not fail, and I would appreciate if my step-by-step process can be confirmed. Especially the rollback part.

Upgrade:

  1. Close Safari

  2. Close Devonthink 3

  3. Compress /Applications/DEVONthink 3.app

  4. Restart MacOS

  5. Download / install DT4 / enter license.

If everything is ok existing databases will be mounted, smart group/rules will be available, metadata etc.

If for some reason I need to rollback:

  1. Close Devonthink 4

  2. Compress /Applications/DEVONthink 4.app

  3. Return DEVONthink 3.app in /Applications

  4. start DT3

Thank you

Do you want to run a trial or are you upgrading now?

DT4 Upgrade

  1. Transfer from DT3
  • Custom Templates
  • Custom Scripts
  • Reinstall Custom toolbar items
  • edited; Global Inbox database is in new location; update alias on desktop
2 Likes

When installing the DT4 trial, I zipped and deleted DT3 as per the instructions and did not run an uninstaller.

If I want to be DT4 only now, how can I properly clean up all the DT3 files and folders that still exist in folders like ‘Library’?

Open a support ticket.

Hi @BLUEFROG

No trial, I want to buy DT4 license ( or upgrade the license - whatever is correct way to say ) and install DT4 and using it in production further on.

Additional question: I use DT3 currently on two computers accessing same databases - I believe I can do upgrade to DT4 on test computer while on production still using DT3 ?

Thanks a bunch for prompt response!

That’s possible. The latest versions of DEVONthink 3.x accept also licenses of version 4.

1 Like

isn’t this resolved in final (non-beta) version to be done automatically ?

I did the same.

When I was installing DT4 beta, I’ve zipped the DT3 and later have erased the zip.

I was not aware that additional cleanup is required, now that I run DT4 only…

What was the point of that? You could’ve just as early have erased everything instead of zipping first.
The suggestion was to zip and then erase the app. Obviously not the zip.

I don’t get which app you refer to? If you zip a directory, then, you only have that zip, right?

Regarding “obviously” — well, apparently, it was not that obvious since many people ask the same question: how to properly upgrade from dt3 to dt4 without breaking things (and getting rid of the residue DT3 files).

If something is obvious to you it does not necessarily mean it’s obvious to the others.

The instructions for installing the beta were to “archive” the old DT install. That creates a zip and the old DT remains. The instructions then continued to tell you to remove the app. Not the zip.

And you don’t answer the simple question of why you’d zip something first only to delete the zip then.

That is something quite different. The “residue files” are just files that DT3 needed and DT4 does not, and they are located outside the app package. Archiving the app doesn’t regard them in any way. Removing them is not required for the operation of DT4. It is, IMO, a hobby project that may even cause trouble if people remove the wrong files inadvertently.

The term “obviously” obviously referred to not removing a zip that you had just created. Which was, is, and will be an utterly pointless cause of action.

(I ask here in order to avoid a fresh new, but redundant, thread)

I’ve upgraded to DT4, now I want to uninstall DT3: what’s the best practice in order to completely uninstall DT3 without corrupting DT4?

CleanMyMac finds these file to remove:

Can I proceed?
Are there other files left to remove?

TNX!

I don’t know you’re affiliated with DT. If yes, can you provide the complete instructions how to properly upgrade from dt3 to dt4…?

Regarding zip — my impression was that you make some sort of a backup. And you can use the files in the zip to restore the original dt if you didn’t like the dt4 beta.

I was happy with dt4 and have recently deleted the zip. That’s my logic.

Again: I’m not sure the instructions were super clear on how to upgrade since many people ask the same question over and over again.

3 Likes

I suspect any confusion about the installation process is due to there having previously been posted now-outdated instructions for running the beta.

In my experience, and I suspect generally, it now works to:

  1. Quit DT3.
  2. Download, install, and launch DT4.
  3. Delete DT3.

In other words, do what you’d do for any MacOS app.

Feel welcome to correct me.

1 Like

Same here: I would highly appreciate a step-by-step instruction to upgrade from DT3 to DT4 (incl. the files mentioned above, as Custom Templates, Custom Scripts, Reinstall Custom toolbar items and anything else). That should include instructions to remove the DT3 installation.
The steps written down by Abdt at the beginning of this thread seem to make sense but I am still missing a confirmation that Abdt’s proposal is the correct way.

3 Likes

We do not recommend using an uninstaller application. If you want instructions on a deep cleaning of DEVONthink 3 resources, open a support ticket.

I would not use tools like that. You don’t know if they really remove everything that is no longer needed. Nor do you know if they perhaps something that might still be needed. And I’m not talking about the app folder itself (‘DEVONthink 3.app’), but about all the other stuff. Most of that is insignificant size-wise, so what’s the point?

Aside: I would certainly not use a tool that purports to clean up something and then asks me if I agree with what it wants to delete. How would I know about that? What they do here is to simply shift responsibility for any mishaps onto the user.

Just zip the app and remove the original. If DT4 runs ok for you (ie after some weeks or even months), remove the zip file, too. I’d leave the support files even longer, in case DT4 forgot to migrate something.

That was crucial information missing in your earlier post. If everything is hunky-dory (and you’re sure of that), then by all means get rid of the zip. If it were me, I’d wait probably until a version 4.1 or so.

I agree. The “zip the old app and then remove the original” part was missing out, while it was available in the instructions on the beta version.

And no, I’m not with DEVONtechnologies. The avatar’s of these people are pimped with a little green icon at the lower right. See the one of cgrunenberg and Bluefrog in this thread.

1 Like

I see, thanks!

so I’ve checked now:

→ in the applications folder, I have: DEVONthink app (DT4) and DEVONthink3.zip. I have now deleted DEVONthink3.zip

→ in my “Library” directory, I have:

CleanShot 2025-06-27 at 17.34.57@2x

Tbh, I was not aware, that there are any DEVONthink3 files left (I thought these will be completely replaced by the latest version; back then — beta dt4).

Should I just remove the DEVONthink3 directory…?