Easy 1-2-3 upgrade to DEVONthink 4 from 3

I’d like quick-and-easy 1-2-3 steps to upgrade from DEVONthink Pro 3 to DEVONthink Pro 4. I’ve paid for the extension and have downloaded the new app, though I haven’t installed it yet. I have two databases, and I have DEVONthink Pro 3 installed on two Macs. The two databases sync between my two Macs.

So, how do I do the upgrade? Should I install the new app on both computers, then delete the app for DEVONthink Pro 3 from both computers? I saw a mention here that I should close Safari so that after installation and a restart of Safari the extension in that app will point to new version 4; is that correct?

One of my most important uses of DEVONthink Pro 3 is to scan documents using my ScanSnap 1600. A few years ago DEVONthink customer support helped me set an earlier ScanSnap (a 1500) so that I can select the scan-to-DEVONthink option on my scanner and docs immediately go into my main DEVONthink database. Will that “trick” still work? Or will I have to change something to make it work?

Any other suggestions from a very basic perspective?

Randy

take a screenshot of all your settings in settings

Copy all folders in “Open Scripts Folder”
delete DEVONthink 3
download DEVONthink 4

DONE

This is incorrect. DEVONthink 4 has different and updated scripts made for it. You should only move your own custom scripts.

Thats just in case he has custom scripts and for reference too.
he doest need to download all folders just custom ones

There’s nothing complicated involved. In fact, it’s really no different than moving from 2 to 3 was.

  1. Make sure you have downloaded and installed the most recent version: 4.0.2.
  2. Launch DEVONthink 4 on each Mac.
  3. Open the databases you want to open, just as you would in 3.x.
  4. Afterwards, delete the DEVONthink 3 application. Do not run an uninstaller application and yes ideally, Safari should be quit first.
  5. Reboot the Mac, for good measure.

Regarding the ScanSnap, yes you will need to edit your scanning profile to point the Send to command to DEVONthink 4.

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