As I noted above…
If you want instructions on a deep cleaning of DEVONthink 3 resources, open a support ticket.
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I had a few custom scripts which were “mapped” to custom buttons in the DEVONthink3’s toolbar. Unfortunately, these were not migrated. But I can live with that. Apart from that, the migration went super smooth! no issues with the databases or anything.
In my case, and no doubt for others, I had to delete the DT3 app before I could install DT4.
Discussed at some length here.
actually, that was an easy fix: the scripts from the toolbar are located in:
‘/Users/USER_NAME/Library/Application Scripts/com.devon-technologies.think3/Toolbar’
It’s sufficient to just copy the script and drag the button to the toolbar in DT4
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.
Actually I would upvote this. Maybe my initial request was not super clear, or maybe I was “influenced” by some posts I read on beta version or so.
Anyhow if I need to say what I would like to know clearly is:
- What is the safe upgrade method from existing DT3 with existing databases to DT4 ?
I’m aware of steps / procedure listed here “Switch to DEVONthink 4” and to me it seems like straight forward process with no need of zipping / deleting or anything.
So if that is that, me personally I’m ok with that, I’m not interested in “cleaning” DT3 files or whatever.
- In case 1. is successful and DT4 is working well with existing databases is it possible to shutdown (close) DT4 and start DT3 and continue working with DT3 (while DT4 installation is intact) ?
One reason for this is that I rely on scripts I developed for DT3 (many of them triggered via Alfred, but not only) which are very important in my daily workflow and allow me to work fast with notes, documents from many back2back meetings for example, where I don’t have much time for post-processing. If some of those don’t work with DT4, I would work in DT3 till I “upgrade” the scripts.
- In case there are any issue with 1. , meaning something doesnt work after upgrade to DT4, is there an easy way to rollback to DT3 ?
Hope these were clear questions ?
Thanks all for chiming in
As mentioned several times, you should not have DEVONthink 3 and 4 on the same account, on the same machine. If you want to keep version 3 to revert to at a later time, ZIP the application and delete the application.
Great, thanks clarifying that.
Now, further, can I kindly task to specify what to be zipped?
What files/folders ? Is it only the /Applications/DEVONthink 3.app or theres more to it ?
I think I’m not the only one not being sure on this.
Thanks
Just as I said and…
If you want instructions on a deep cleaning of DEVONthink 3 resources, open a support ticket.
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Only the app in the program folder should be zipped for the case you decide to go back to DEVONthink 3.
And after zipping move the DT 3 app in the Program Folder to the bin and empty the bin.
Keep Library/Application Support/DEVONthink 3. I would even keep it for the time being even after you have decided to stick to DEVONthink 4. There might still be something in it that’s of use to you.
Check if the Inbox folder in Library/Application Support/DEVONthink 3 is empty. And make sure no third party app sends files there, because now it’s a dead end. Re-route these third-party apps instead to Library/Application Support/DEVONthink/Inbox.
And something that might not affect many: DEVONthink 4 places its Inbox folder in the sidebar of the macOS Finder. But when you are using a third party file manager, say, Path Finder, you will have to replace the DT 3 Inbox folder in its sidebar with the DT 4 Inbox folder. It’s not new that the user has to put it there manually, but it is easily overlooked.
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Thanks @suavito , I think this will be helpful.
Cheers
Good morning. I couldn’t see that a final specific and comprehensive tasklist had been posted in this thread so I’m providing one here, having gone through the process step-by-step this morning, documenting it as I went.
The whole process took 50 mins. This includes a Time Machine backup (15 mins) and manual backups of databases (25 mins). If you’ve already done these tasks upgrading the software is a 10 minute job.
-
Log into DT website and buy new license.
(Hastily remember you have seats on a laptop you no longer own and remove them.) -
Download DT4 from the success page after payment.
-
Do a final sync of any mobile devices to the main computer (this captures any changes you’ve made that haven’t yet synced, and depending on your sync can be achieved simply by opening DTTG on mobile devices and letting them sync).
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Run Time Machine or your automated sync of choice.
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Once Time Machine is complete, take a manual export of each database for safekeeping.
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Close each database.
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Close DT3.
-
TEA BREAK
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Open the DEVONthink zip you downloaded.
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Copy the new app to applications.
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Open the new app.
-
I don’t know if this was normal, but for me DT4 couldn’t find my old databases via “Open database”, so I had to go to Finder and navigate
Library>Application Support>DevonThink 3and then open each of my databases manually. They opened automatically in DT4. -
Check your databases look whole.
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Eject DEVONthink installer.
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Go to Applications folder and compress DT3. Move the file somewhere safe (I put it on the harddrive with my backups).
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Move DT3 app to the bin (this is to uninstall it).
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Restart device and open DT4. Check everything looks ok (if you have indexed folders, check they are still there!).
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Delete DT3 from bin (this is to permanently remove it once you know everything is ok).
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Take a deep breath, give yourself a nod for a job well done, and go play with DT4.
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Hi all,
Since I initiated this topic, I would like to share my experience with the upgrade.
First off: I’m not saying this is the right way, I’m just sharing what I did and what I noticed, in case someone find it useful.
How I did upgrade DT3 → DT4
- closed Safari
- Devonthink 3: closed all databases ; Closed Devonthink 3
- restarted the MacOS
- zipped Devonthink 3.app → copied the zip to Desktop
- moved Devonthink 3.app and Devonthink 3.app.zip to from \Applications folder to the Bin (“Move to Bin”)
- downloaded Devonthink4 from “customer account” and installed it
- on Welcome Screen clicked “Install AddOns”
- Opened databases
- all seems ok, databases mounted Ok
What I see / find on first look:
- tested drag n drop of some email from mail.app into Inbox in Finder → works ok
- some Alfred (apple) scripts easy fixed with changing
tell process "DEVONthink 3"to
tell process "DEVONthink" - Alfred scripts using
tell application id "DNtp"are working ok, no changes needed - all items in Devonthin Inbox(es) are still there from DT3
- smart rules / searches are there
- Preferences (like font for rtf files) ARE NOT preserved
- Label Names ARE NOT preserved
- for ex for Red Label I’ve changed the name to Burning in DT3, but now it’s not preserved
- however items in database which were labeled, are still labelled with same color as before (I think
)
- Not all scripts are there, for example in Export Folder
For the last bullet point I created another post: DT3 → DT4 upgrade: Scripts Folder differences - DEVONthink - DEVONtechnologies Community
What else I did on test Mac
(! > Pls note this is on a test Mac, and not production < !)
After installing DT4, opening, mounting databases, dropping some emails from mail.app I did the following:
- closed DT4
- zipped DEVONthink.app from /Applications folder
- removed the zip from /Applications folder
- restarted Mac
- returned back Devonthink3.app into /Applications folder
- started Devonthink3.app
- opened databases
I didn’t do too much messing around but it gave me some peace of mind that I can run DT3 and mount the databases.
Hope this helps.
Cheers