How to transfer all your personalized settings from one installation to another
Note, toolbars are separate from settings and will be covered further on
In Rhino V5 and earlier most of Rhino's settings were not stored in external files, but in the registry. As of Rhino V6, much of this info has been moved out of the registry into one or more .xml “settings” files; and with V7 and later, more changes have been made to the system.
In all cases, there is not one single file that contains all Rhino options and personalizations. And, with each succeeding version, existing options can change and new ones can be added. So, it's not a one-click operation to transfer your custom settings from one install to another; especially so if you are upgrading at the same time. There are some shortcuts, depending on which version you have.
For V6 and later - within the same version: The easiest way is to simply copy the settings-Scheme_Default.xml file from one installation to the other, replacing the original. The file is located at C:\Users\<username>\AppData\Roaming\McNeel\Rhinoceros\<version number>\settings. This may also work when upgrading versions, but it is somewhat risky, as some settings change between versions.
Note - the location for these files mentioned above is a folder hidden by Windows by default. You can access this quickly by hitting the Windows Start button and typing %appdata% and Enter which gets you to “Roaming”, then navigating to the appropriate folder. <username> represents your Windows account username, <version number> is 5.0, 6.0, 7.0 etc.
For V5: To transfer the bulk of your settings, use the Rhino command OptionsExport, which creates a single file with most of the customizations. Importing this file into another installation via the command OptionsImport (V5 and later) will transfer the settings to the new install. You have a choice of which settings you would like to import. It is not necessary to import them all.
Display modes are included in OptionsExport and OptionsImport in V5, and also in the settings .xml files from V6 on. In V5, you can only import all of them at once (or none) via OptionsExport/Import. If you want to just transfer individual display modes, use the Export/Import buttons in Options>View>Display Modes instead.
Separate from the other options, workspace files contain most of the info for toolbars/buttons such as which buttons are in which toolbar, command macros for each button and button images. Workspace files have the extensions .rui in V5 and later. You can copy this file between installations as well. The default location for these files is also in a hidden folder:
The workspace file does not contain the on-screen locations for the toolbars however, only the toolbars themselves and whether they are open or not. In V5, location info is still stored in the registry; in V6 and later it has been moved out to an .xml settings file called window_positions which resides in the same folder with the other settings:
To load an existing workspace file in a new installation, it is best to do it from inside Rhino. In the Options>Toolbars window, from the file menu, close the existing open workspace file, then open the new workspace file which has been copied over. It may be necessary to re-arrange the toolbars the first time this is done, after that it should be remembered. It is not recommended to simply replace the .rui file with a different one via Windows explorer when Rhino is closed.
It is possible to import an .rui file from a previous version of Rhino via the above procedure; note however that many things change from one version to another, so this may not always be 100% successful. Some command macros may have changed.
Finally, there are some other things that might have been personalized/modified. Among them could be your template files, installed plug-ins, etc. Template files are just .3dm files so they can be copied over without a problem; plug-ins probably need to be re-installed; beware of compatibility issues if you are upgrading to a new version of Rhino.
A general transfer procedure might look like this:
In the old install:
V5 only: OptionsExport - creates an .ini file
V6 and later: Make a copy of your settings-Scheme_Default.xml file
In the new install:
V5 only: OptionsImport and import the .ini file created above
V6 and later: Replace the existing settings-Scheme_Default.xml file with the one copied from the previous install