Upgrade from HS3 on old PC to HS4 on new HomeTroller Plus

[Jon]

I've been searching and haven't found instructions on the proper way to upgrade from HS3 to HS4 on new hardware. And to make it more complicated, I plan on doing this when I'm at their house on thanksgiving, when there's no support available. So i want to make sure i understand the process.
I'm going to be upgrading my dad's installation from HS3 running on an old PC, to HS4 on a newly purchased hometroller plus. I've never set up HS on HS provided hardware before, so i'm not 100% confident that I understand what to expect with a new hometroller out of the box. I understand that I need to take the copy of the HS3 folder from the old machine when HS is shut down. I think i need to use the alternate method and copy the config and data folders over and manually install plugins, which is really only the Insteon plugin.

Do I need to interrupt HS when the new box first boots and shut it down to copy the data over first? Or do I proceed thru the first run stuff on the new hometroller then shut it down and copy over data? Do I register the new system with MyHS before or after the config is transferred? If I register MyHS to the new installation, will it kill the connection to the old one?

[Jon]

Nothing?

[ecetron]

I can answer some -- i went from HS4 on a Server to HS4 on the Linux/Pi based hometroller. That was agony since I was never able to get a clean backup to work from the server. And copying from Windows to Linux was incredibly painful. But the two main methods are either backup to a common place (which BOTH systems need to be able to find) or a simple overwrite of data into the entire Homeseer directory. What I have seen in past posts are that it might be beneficial to go HS3 --> HS4 on the existing box first just so the move is apples to apples. And then do the backup/restore or total copy. Good luck and I know that there are some folks here around on Turkey Day which will reach out if they see something where they can help.