DT4 - Upgrade to DEVONthink4

I purchased the license upgrade to DEVONthink4 and rushed into downloading it and installing it. I noticed v3 is still present, how can I remove it without loosing any customisations I did?

For example I have a lot of own templates saved into

‘/Users/radu/Library/Application Support/DEVONthink 3/Templates.noindex’

thanks

Templates aren’t migrated to version 4. And note DEVONthink 4 is in beta, not recommended for production or with mission-critical data.

Also, read this…

So, I also rushed into installing the beta but want to keep the v.3. They can’t co-exist? If not, then what is the best procedure to uninstall v.4? I was asked to allow some Dropbox sync feature when installing beta, which I did. I’m not sure if I’ve already messed something up.

Note: you do not want to start running any kind of uninstaller utilities.
If you would rather not use the beta, you can just quit it and delete the DEVONthink application. NOT the DEVONthink 3 application, the one named DEVONthink.

What’s the problem with having them co-existing? What can go wrong?

The operating system can get confused by it and lead to unexpected behavior, e.g., if trying to authenticate Dropbox for sync.

Not sure what you mean by “delete” the app. In Mac, the option is “move to bin”. Is that the same thing?

You can also use the trash app from Homebrew

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Yes ir drag and drop the application file to the Trash.

Jim, I’ve paid for the upgrade, but I won’t install DT4 right now because I’m short on time for testing. Could you please explain the process for upgrading from DT3 to DT4 after its release? Will I just click on DT3 and upgrade it?

When the final version is available, you would just download 4 and launch it. If you were previously running version 3, you could merely delete the DEVONthink 3 application and reboot the machine.

Thank you.

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In this case, is there a process to manually migrate the templates from v3 to v4?
Also what about the other items that I might have created in v3? For example, smart rules or smart groups?

At this time, the custom metadata hasn’t migrated but that will be addressed in an update.

  1. Quit DEVONthink.
  2. In the Finder, hold the Option key and choose Go > Library.
  3. Go into the Application Support/DEVONthink 3 directory and copy the CustomMetadata.plist file into the DEVONthinkdirectory in App Support.
  4. Go into the Templates.noindex folder in DEVONthink 3 and you can copy or alias templates to the DEVONthink directory.
  5. Launch DEVONthink 4.
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Thank You.
For later, is it a way to ‘reset’ the smart groups and smart rules to the initial ones?

You’re welcome.
Click the plus (+) button at the bottom of the Navigate sidebar in DEVONthink 4 and choose Add Default Smart Groups/Rules to reinstall our built-in ones.

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I have read this…

After upgrading from DT3 pro to DT4, the settings in DT3 are not carried over. For example, under Files->Markdown, the Style Sheet reference, the Import images to group, etc.

Sorter, OCR settings, etc just to name a few.

How can I have the settings in DT3 move to DT4? I did a backup of DT3 before upgrading. So, if I need to copy any files from DT3, I should have a copy.

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Only the most improtant settings are currently migrated, e.g. label & highlighting colors, imprinter configurations, sync setup. Custom metadata preferences unfortunately aren’t migrated due to a bug. Everything else has to be set up again, I’m afraid.

How easy can I revert to DT3 to take snapshots of all my settings?

Just launch DEVONthink 3 again while DEVONthink 4 isn’t running. If it’s not yet installed anymore, then download it first from this page:

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