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Import Custom ID CS3 Settings into CS4

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When you upgrade to InDesign CS4, how do you get the Glyph sets, custom keyboard shortcuts, saved Find/Change queries and other settings you created in a prior version of InDesign into the new one? Since there’s no “import settings from old version” button anywhere (feature request!), you’ll need to get under the hood a little bit. Don’t worry, it’s simple and your hands won’t get dirty.

First, note that when you start up a freshly-installed InDesign CS4 for the first time, the program creates a new InDesign Preferences folder called “Version 6.0” (there were two versions of InDesign before Adobe came up with the Creative Suite idea, so ID CS4 is version 6). Many of the program’s default settings and any new custom settings you create are stored within this folder — well technically, within a subfolder named for the default language of your computer. On a Mac using US English, the default InDesign CS4 preferences are here:

[Home/username] > Library > Preferences > Adobe InDesign > Version 6.0 >
en_US >

On a Windows XP computer, the ID CS4 settings are here:

Documents and Settings\[username]\Application Data\Adobe\InDesign\Version 6.0\

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and on Windows Vista, they’re here:

Users\[username]\AppData\Roaming\Adobe\InDesign\Version 6.0\[language]\

Look inside the subfolders in this folder and you’ll see some have default files (Glyph Sets has Recent Glyphs, for example) while others, like the Find/Change Queries subfolders for Text, GREP, etc. are empty. But as soon as you save a custom setting in InDesign, a matching XML file is saved in the appropriate folder. When I create a Glyph Set called “dingbats” in CS4, it’s immediately added to the Glyph Sets folder in CS4’s preferences folder:

Every version of InDesign gets its own preferences folder, named for its version, and they live together in harmony in the same place on your hard drive. Any custom settings you create while working in InDesign are saved in that version’s own preferences folder. Installing a new version of InDesign does not affect the preferences or custom settings of older versions. Below, I’ve selected my InDesign CS3 (Version 5.0) Preferences folder.

To move custom settings from one version of InDesign to another, you can usually just copy and paste the little XML files from an older InDesign preferences folder to a newer one and they’ll work. You could select a custom Glyph Set’s XML file from the Version 5.0 Glyph Sets folder to the Version 6.0 Glyph Sets folder, for example. You don’t even have to quit the programs first, and once they’re pasted in, they’re immediately available. “The poor man’s import,” you could call it.

You can do the same with keyboard shortcut sets and Find/Change queries. I would be leery of moving custom workspaces over in the same way, though, since workspaces act differently in InDesign CS4 than in previous versions. (But no harm in giving it a shot … if InDesign has a hissy fit, just delete the workspace files you added in the Version 6.0 folder and restart the program).

A caveat: Adobe’s online help says that moving the preferences folder around from one user’s computer to another so that everyone has the same custom prefs “might cause application instability.” They recommend you use a script to share preferences, and include a helpful link on “how to learn scripting” … gee thanks. I don’t think, though, that moving these sorts of individual files around is the same thing, and I myself haven’t noticed any instability. But I thought I should mention it.

What about the Presets?

Unfortunately you won’t find handy little XML files representing your custom Print or Document Presets. Apparently these are saved within the glob known as the InDesign Defaults file, located in the same InDesign preferences folder, and copying and pasting that thing is asking for trouble (who the heck knows what else is in there).

To move presets over, start up the old version of InDesign, choose File > Print Presets (or Document Presets) > Define, select a custom preset and click the Save button.

Do this for each custom preset, taking care to give each one its own name and selecting an easily-remembered location in the Save dialog box. Then in InDesign CS4, go to the same Define dialog box, click the Load button, and find the preset you saved. The program translates the presets into CS4-ese and they’re added to the list.

Anne-Marie “Her Geekness” Concepción is the co-founder (with David Blatner) and CEO of Creative Publishing Network, which produces InDesignSecrets, InDesign Magazine, and other resources for creative professionals. Through her cross-media design studio, Seneca Design & Training, Anne-Marie develops ebooks and trains and consults with companies who want to master the tools and workflows of digital publishing. She has authored over 20 courses on on these topics and others. Keep up with Anne-Marie by subscribing to her ezine, HerGeekness Gazette, and contact her by email at [email protected] or on Twitter @amarie
  • Steve Werner says:

    Great posting, Anne-Marie! Two comments:

    (1) I have heard of problems importing keyboard shortcut sets from one version to another. The problem is that the shortcuts included, and sometimes even the structure of which group they’re in changes from version to version. Sometimes, I’ve heard, the keyboard shortcuts appear to work at first, but fail later on. I’d do that transfer carefully. You may just want to print your list from the previous version, and recreate them in CS4.

    (2) There’s an important new feature in InDesign CS4 called preflight profiles. Of course, there were no preflight profiles in CS3 so there’s nothing to bring over. But, for future reference, custom preflight profiles you create in CS4 are like Print or Document Presets. They are by default saved in InDesign Defaults (I think). You need to manually export these profiles to back them up. I hope to cover this more in a future posting or two I want to do on InDesign CS4’s Live Preflight feature.

  • Sandee cohen says:

    Thanks for the article.

    I just got stung yesterday when I lost a custom Preflight Profile that I had made.

    But when I had to reset the preferences, that profile went with them.

    My suggestion for anyone who has made custom preflight profiles is to export them and save them in a safe place in case you need them later.

    And don’t forget that you can embed profiles in a document to send it off to others.

  • Klaus Nordby says:

    Since I can never remember which damn paths/folders those various custom settings reside in, I resort to the trick of, say, saving a GREP search as “12345XLR78” — then I just search my hard drive for that sure-to-be-unique filename, and presto, I’ve found that obscure folder location!

  • [[The comment author added these links to PDFs about presets.]]

    see also:

    this pdf and this pdf.

  • Luis Augusto Guimaraes says:

    It’s not exactly the same subject, but I had many problems on converting documents from CS2 and CS3, specially with the Paragraph Composer diferences, that my texts runs trough the document and I have to manually fix that…

  • Pat Kirchberg says:

    Thanks for this article.

    It’s the little tips that help the most.

  • Still true for InDesign CC (9.0)!

    Love you for posting this, Anne-Marie.

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