Mac Family Tree User Guide
Mac Family Tree User Guide
User Guide
Version 6.2
Installation
About this guide!_________________________________________________9
Our intention with this guide!________________________________________9
Installing and uninstalling MacFamilyTree! __________________________10
Registration!____________________________________________________11
Update MacFamilyTree!___________________________________________11
Changes introduced by the Mac App Store! ___________________________12
Edit entries
Basic steps! ____________________________________________________21
Enter the first person! ____________________________________________21
Enter parents! __________________________________________________22
Enter siblings! __________________________________________________24
Enter partners!__________________________________________________24
Unmarried couples! _________________________________________________25
Spouses! _________________________________________________________25
Enter children!__________________________________________________26
Biological children!__________________________________________________26
Step children!______________________________________________________26
Adopted children!___________________________________________________28
Half siblings!_______________________________________________________28
Delete Persons!_________________________________________________28
Edit person data!________________________________________________29
Events and Facts! _______________________________________________29
Assign media files!_______________________________________________31
Assign image areas to persons! ____________________________________33
Additional names! _______________________________________________35
Places! ________________________________________________________45
Searching Coordinates!___________________________________________45
Merge Places!__________________________________________________46
Database Maintenance!___________________________________________46
Find Person Duplicates! __________________________________________47
Adjust Date format! ______________________________________________48
Sources
When do I use sources?! _________________________________________51
Add sources! ___________________________________________________51
Assign a media file to multiple sources!_____________________________52
Edit Sources! ___________________________________________________53
Use Sources! ___________________________________________________54
Preferences! ___________________________________________________56
Register!_______________________________________________________57
Log in! ________________________________________________________58
Include person data from the online database!_________________________58
Check potential matches & updates! ____________________________________59
Person Search on FamilySearch!_______________________________________62
FamilySearch data in the Persons Editor! ________________________________63
FamilySearch data in the Family Tree Editor!______________________________63
Views
In general!______________________________________________________68
Adjust charts!___________________________________________________68
Change the number of generations being displayed! ____________________69
Adjust color scheme!_____________________________________________69
Show and hide event types! _______________________________________70
Display title and date! ____________________________________________70
Align a chart horizontally or vertically!________________________________70
Narrow down Statistics to a limited period of time! ______________________71
Saved Views! ___________________________________________________71
Edit charts! ____________________________________________________71
Save the currently displayed chart! __________________________________72
Print!__________________________________________________________72
Virtual Tree and Virtual Globe!______________________________________72
Print on multiple pages!___________________________________________73
Print a comprehensive family tree! __________________________________75
Virtual Tree! ____________________________________________________77
Tree Chart!_____________________________________________________77
Display of separate branches in the Tree Chart!________________________78
Hour Glass Chart! _______________________________________________78
Ancestor Chart!_________________________________________________79
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Descendant Chart!_______________________________________________79
Timeline!_______________________________________________________80
Statistics!______________________________________________________80
Fan Chart!______________________________________________________81
Relationship Chart!______________________________________________81
Virtual Globe!___________________________________________________81
Reports
In general!______________________________________________________83
Saved Reports! _________________________________________________83
Adjust Reports! _________________________________________________83
Show and hide World History events!________________________________83
Define own events!__________________________________________________84
Activate custom events in the Person Report!_____________________________85
Blood Relatives!_________________________________________________85
Print!__________________________________________________________85
Person Report!__________________________________________________86
Family Group Report!____________________________________________87
Kinship Report!_________________________________________________88
Narrative Report!________________________________________________88
Places Report!__________________________________________________89
Events Report!__________________________________________________89
Distinctive Persons Report!_______________________________________89
Birthdays Report! _______________________________________________90
List of Persons Report!___________________________________________90
Marriage List Report! ____________________________________________91
To Do Report!___________________________________________________91
Sources Report!_________________________________________________91
Ahnentafel Report! ______________________________________________92
Preferences
General Settings!________________________________________________94
Import images in the best possible quality.!____________________________94
Switch Man/Woman to Partner 1/Partner 2 in the Families Editor! __________94
Auto text completion!_____________________________________________94
Date formats! ___________________________________________________95
Name Formats!__________________________________________________96
Exchange data
MacFamilyTree.com!_____________________________________________98
Initial registration with MacFamilyTree.com! ___________________________98
Log in with your user name! _______________________________________99
MobileMe!_____________________________________________________100
Your own webspace!____________________________________________100
Insert GEDCOM data! ___________________________________________101
Append!______________________________________________________101
If your partner was in your own tree and in the GEDCOM file! _______________102
If your partner was only in the GEDCOM file, not yet in your own tree!_________104
Merge!_______________________________________________________105
Import a GEDCOM file including linked image files! ____________________105
GEDCOM Export!_______________________________________________106
Export the entire family tree! ______________________________________107
Export partial trees!_____________________________________________108
New with version 6.1: Collaboration on more than one Mac!___________110
Mobile devices - MobileFamilyTree Pro and MobileFamilyTree 2! _______111
How to sync MacFamilyTree 6 with MobileFamilyTree 2! ________________112
Troubleshooting
How to save console entries!_____________________________________115
How to save crash logs!_________________________________________117
How to save the system information! ______________________________118
6
1
Installation
Please drag and drop MacFamilyTree (the top-left tree icon) into your Applications
folder. This is required to ensure reliable operation. If, instead, you open the installer
archive every time youd like to do genealogy work and launch MacFamilyTree from
inside the installation window, countless problems may occur that we cant prevent.
If youre hesitant to copy MacFamilyTree into your Applications folder, maybe this will
put your mind to rest: In case you intend to ever uninstall MacFamilyTree, theres
merely five files to delete, after that, its like it had never been installed:
MacFamilyTree in your Applications folder
The com.synium.MacFamilyTree.plist file in
Your User Folder - Library - Preferences
The com.synium.macfamilytree.LSSharedFileList.plist file in the same folder
Your family tree database file
The installer file you downloaded from our website.
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Registration
All purchases are handled by our distribution partners web shop system. On our
website, please click the top-right Buy Now button and follow the instructions given in
the process. A regular version is available, as well as a discounted upgrade license
which is only valid if you purchased a previous version of MacFamilyTree. After the
purchase, youll receive an e-mail containing your MacFamilyTree 6 serial number. In
case you lost your MacFamilyTree 5 serial number, please contact us via the support
form on our website.
The serial number unlocks the demo restrictions in the free demo download so you
dont have to reinstall. As long as MacFamilyTree hasnt been unlocked, it will show a
dialog window each time you launch it, asking you to enter a serial number. Please
copy your entire number in this text field and confirm. No additional registration with us
is required.
Please enter the entire number which is similar to the following pattern,
including all hyphens and SYN-MFTR:
SYN-MFTR-1234-1234-1234-1234-1234-1234-123
Please be careful not to add any blanks neither up front nor at the end.
Update MacFamilyTree
MacFamilyTree 6 comes with an automatic updater. Whenever you launch
MacFamilyTree, it will automatically check for updates and inform you of any feature
improvements or maintenance releases. With just a handful of mouse clicks, the new
version is downloaded, installed and relaunched. Follow the instructions given in the
updater window.
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badge attached to the App Stores Dock icon. Once you launch the App Store,
youll see a similar badge next to the right-hand Updates button:
Click that button to open a list of all available updates. Click the Update button
next to the description of which improvements / error corrections the new version
introduces.
2. How can I re-download an application I deleted from my Mac?
Your purchases are listed in the App Stores Purchases section. Simply open the
App Store application and click the Purchases button. There, youll find a list of
all available downloads.
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There are a number of App Store-related questions that come up at a regular basis.
We try to keep them as complete and up-to-date as possible in our websites Support
section:
What you should know about the Mac App Store
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2
First steps with
MacFamilyTree
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4. Save your family tree, preferably in your Documents folder. Theres no need to
keep it on your Desktop for quick access. All previously opened files are listed
in the startup window, simply choose your file from the list.
5. Enter a file name, we suggest you use the family name as title.
6. In the MacFamilyTree menu, click Preferences
7. The Preferences window will open.
8. Activate Auto Save in the Auto Save pane.
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Thanks to the Auto Save, you can be confident not to lose more than a few minutes
worth of work if your Mac automatically reboots due to a power outage or a spike in
the power outlet.
Please dont underestimate the importance of regular data backups.
You can burn the database file to a CD at any time, store a copy on a
USB thumb drive or an external hard disk. The database has the
.mftsql suffix and can easily be found in your Documents folder if
you followed our suggestion.
There is no way of replacing data once its lost. Neither exporting
your data as a website, nor syncing it with the iPhone or exporting a
GEDCOM file is a substitute for your actual database file.
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3
Edit entries
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Basic steps
The following sections will guide you through typical data entry workflows step by step.
Please dont let the sheer number of steps discourage you, once you get the hang of
it, entering your family data is actually very fast and efficient.
Enter the first persons personal information (best start with yourself or your partner) in
the Detail Inspectors text fields. If you dont see it, click the person, hover the mouse
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pointer over him or her and click the pencil button which will fade in to open the Detail
Inspector again.
This single window by itself allows you to enter the vast majority of all available
information, assign media files, save notes or add a To Do so you wont forget which
information to obtain and add.
In order to enter even more detailed information, like additional
names, facts or labels for persons, geo-coordinates for places or
new sources, please use the more specialized Person Editor,
Families Editor, Places Editor or Sources Editor.
Once the first persons are entered, in most cases, youll continue adding relatives of
persons already in your database exclusively, as this allows you to make the
necessary connections. In order to enter persons you have information about but
whose personal context like parents or children is unknown, we recommend you enter
these persons in the Persons Editor as name unknown in the First Name field. That
way, using the automatic creation of To Dos will turn up all these incomplete persons.
Enter parents
The Family Tree Editor gives you both insight into
the structure, as well as the person details. This is
why we suggest you use this editor most of the
time. The following steps will soon become part of
your daily routine:
1. Please select Edit in the left-hand column. The
background should be colored purple then.
2. Now select Family Tree
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3. Click a person and hover the mouse pointer over him or her.
4. All options for adding a father, a mother, partner, daughter or a son will pop
up, forming a semicircle:
Enter siblings
Siblings can only be entered by adding parents
first. In case the parents names are unknown,
please add them named unknown father and
unknown mother. Half-siblings can only be added
in the Family Tree Editor if both the common
biological parent, as well as the half-siblings
second biological parent exist in the family tree.
1. Please click the Edit button in the left-hand column and make sure its colored
purple.
2. Then select Family Tree.
3. Click a person. Siblings can only be added as further children to a persons
parents. So please select the (ore one of the) common biological parent of
both the person in question and the (half-)sibling.
4. Choose Add Daughter or Add Son.
5. The new person is added to the Editor with the Detail Inspector open. In case
it doesnt open automatically, hover the mouse pointer over that (selected)
person and click the pencil button that will pop up.
6. Enter all available data.
Enter partners
Partners can be added to any person anytime.
They are not automatically considered married,
though - up to this point, they can either be
partners or a married couple of same or different
sex. Nonetheless, MacFamilyTree will pre-fill the
partners family name in case a persons birth
name is unknown.
1. Please click the Edit button in the left-hand column and make sure its colored
purple.
2. Then select Family Tree.
3. Click a person and hover the mouse pointer.
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Enter children
1. Please click the Edit button in the left-hand
column and make sure its colored purple.
2. Then select Family Tree
3. Click a person.
4. Choose Add Son or Add Daughter.
5. A child is added with the Detail Inspector
open.
6. Enter all available information.
Biological children
Done! Nothing else is required.
Step children
MacFamilyTree utilizes several different mechanisms in order to reliably recognize
step relationships. The easiest way for you to make sure it is entered correctly is to
enter both the date of marriage for the second partner and the childs birthday. If the
child was born before the biological fathers second marriage by a different woman,
then the second wife is automatically identified as the childs step mother. The same is
true for mothers who remarry. If the date of marriage is after the childs date of birth
and the biological mother is connected to her child, then step fathers will be identified
correctly in the Reports.
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Currently, the relationship type in the Families Editor is set for entire
couples. So if you entered the biological parents first and then add
the child as stepchild to the other couple comprised of biological
parent and new partner, MacFamilyTree will automatically determine
who is the step parent.
What you can see here is an important concept youll find in many different places
throughout MacFamilyTree:
The plus button adds a completely new person (or media file, source,
place) to the database
The magnifying glass button lets you choose from all the persons (or
media files, sources, places) already in your database
Adopted children
Adding adopted children is by and large identical to the process of adding step
children. Add the child and then switch over to the Families Editor. Open the adoptive
parents profile by double-clicking that entry in the list and add the child in the Children
pane with the Type Adopted.
If the adoptive father or adoptive mother remarries, enter the step parent just like
described in the previous section. The only difference being: whenever you connected
and remarried the biological parents in the previous section, its the adoptive parents
in this case.
Half siblings
Half siblings arent entered explicitly. These relationships are automatically detected if
two persons share only one common parent.
Delete Persons
1. Please select Edit in the left-hand column and
make sure the background color is purple.
2. Then click Family Tree
3. Click a person to select and then hover the
mouse pointer over that person. If you cant
find the person in question quickly, please
enter the name in the bottom right search field
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1. In the left-hand column, click Edit, then Persons to open the Person Editor.
2. Click the Media pane.
3. Media files can be dragged and dropped onto the palette directly or added by
clicking the palettes plus button. If you click that button, the Add Media File
window depicted above will open.
4. Once several media files are assigned to a person, either use your mouse
wheel or click the small arrow buttons next to the preview to skim through the
different files. Simply click Slideshow in the Media Panes bottom bar first.
The monitor button in the same bar switches display to Fullscreen mode, the rightarrow button opens the image properties which allow you to define areas within an
image, for example.
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2. The Image Detail Editor opens with the Assignments palette to the left.
3. The person this image is assigned to, is already listed in the Assignments list.
Activate the assignment by clicking the box next to Assign region.
4. A frame is overlaid, indicating the selected area.
5. Move that rectangle by clicking and dragging and resize it so the assigned
person is framed.
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6. Lets say youd like to identify the second person in this portrait now. Click the
plus button in the Assignments panes bottom bar.
7. A selection window will open, letting you choose the person in question. In
case youre working on a large family tree, its best to enter the persons name
in this palettes search field in order to find him or her more quickly.
8. Once you select a person, a new entry is added to the Assignments list.
9. Just like before, activate the assignment by clicking the Assign region box
and then move and resize the selection.
You may have noticed when adding the second person - events and families can be
assigned to areas, too. You could, for example, define an area spanning an entire
image and assign it to the marriage event you originally stored that image in. If a
group shot allows it, you can mark an entire family, separating them from non-related
guests, and assign the selection to a family entry.
The nice thing about working with areas is that by assigning an area, that part of the
image is added to the second persons (or the familys or the events) profile in the
Media pane, too.
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Additional names
The Family Tree Editor with its Detail Inspector
allows you to enter a persons birth name and one
married name. But where do you add the second
and third married names, double-barrelled name,
stage name or a name variation you find in a new
source?
In the Persons Editor,
youll find a palette
called Additional
Names which holds
all those options. Click the plus button to add an entry.
Then choose the type of name and select the Last Name
and First Name columns if applicable. You can jump
between columns with the Tab key on your keyboard.
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2. In the Coordinates palette, please click the magnifying glass button in order to
search the database for this place.
3. The Lookup Coordinates window will open.
4. Choose the exact match for this place from the search results. Alternative
names or spellings, as well as former names will be displayed in the bottom
bar if available.
5. The coordinates are automatically saved in your database.
!
8. Enter the coordinates in the corresponding text fields if that info is available.
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Please note that for each partnership / marriage, a unique entry has
to be entered.
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2. Double-Click the couple which the child was falsely assigned to in the
overview list.
3. In the Children palette, select the falsely connected child from the list.
4. Click the minus button in that palettes bottom bar.
5. This will sever this connection only, the child as a person remains in your
database.
6. Click Families in the quick navigation bar to return to the Families Overview
list.
7. Now select the couple which represents the childs rightful parents.
8. Click the magnifying glass button in the Children palette.
9. Select the correct child from the list that opens. In case of extensive family
trees, enter the childs name in the search field.
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6. A list of all persons in your family tree will open. Select the correct partner
from that list.
In this example, you would have started in the Persons Editor, then have opened
Walter Whitakers person profile. Then youd have edited his birth event and currently,
youd be editing his birth place.
Return to his birth event information by clicking Event Birth in the Quick Navigation
Bar.
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The Navigation Bar will change accordingly. Here, youll notice yet another unique
feature: if two or more events were created for a person, clicking the small arrow
buttons next to the events name will skip to the next event in line.
The Navigation Bar works the same for all navigation from one editor to another so
you dont have to start from ground up every time you finish one task. Simply click any
of the elements to return to the corresponding editor. Do take the time to get
comfortable with using the Quick Navigation, it will help you save a lot of time.
To the left of the Quick Navigation, youll also find backward and forward buttons
which allow you to go back to previous editors in the exact order you passed through
them and go forward again, just like you can in Safari or the Finder.
Please read the section about working with To Dos later on in this chapter - a useful
tool which helps you structure your work more easily.
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After selecting an entry in any list, press the Tab key on your keyboard to move
through the successive data entry fields.
There are some columns showing only symbols. These tell you which kind of data a
certain entry contains:
Hide palettes
The Editors in MacFamilyTree can easily be customized to your own preferences.
Blocks of information are grouped by topic in palettes/panes. Each of them can be
hidden manually. Simply click the palette button all the way down in the bottom right
corner:
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A drop-down window will open, all currently displayed panes are indicated by a
checkmark. Click one of these items in the window to show or hide it.
Press the Shift key on your keyboard while dragging to group panes:
Bookmarks
The bookmark feature you may have grown accustomed to in MacFamilyTree 5, was
relocated to the top right corner of the windows frame. In case you worked with
bookmarks before, youll find them there. Bookmarks help you find a person, a family
or a media file quickly. When you dont need it anymore, simply remove the bookmark:
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To Dos
MacFamilyTree introduces the new To Do feature
which in part covers what you can do with
bookmarks - especially in vast family trees, it can
help you keep track of all things you want to check
on later.
To Dos, however, go even further. They are
categorized as either Further Research, To
Check, Missing Events or Clean Up, letting
you sort them by this type information. That way,
you could, for example, work just on events one
day and just clean up the next time you get around
to doing genealogy work.
In addition to that, To Dos can be prioritized low, normal and high so you can
easily sort out which to take care of first.
Add new To Do
In the Person Editor, the Families Editor or the Sources Editor, click the To Do-button
in the bottom right corner:
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8. In case you find another person this task applies to, either create a new To Do
or edit the existing one by adding that person to the To Dos Assigned Objects
pane and setting the State to Open again.
Add To Dos automatically
Up to this point, the To Do-feature has merely served as an organizational tool. But
lets say you entered several thousand persons in MacFamilyTree. It could take days
just to search all entries and decide which task is due for which person, family, source
or media file.
MacFamilyTree 6 has the Automatically create To Dos feature to help you out here.
1. In the left-hand column, click Edit, then To Dos.
2. Now click the magic wand button.
3. A window will open, letting you select which criteria qualify for automatic
creation of a To Do.
4. Then click the Create button.
5. MacFamilyTree will now for example create To Dos for each person with
missing date of death.
Places
Places are recorded in your family tree to see where a person was born, where they
died and where all the important events in between took place. Determining geocoordinates for an event location has been described in a previous section.
The Places Report is a central place to go, where you can find all places currently
known in your family tree, merge them or have MacFamilyTree automatically list all
places without geo-coordinates assigned to them.
Searching Coordinates
1. In the left-hand column, click Edit, then
Places.
2. Click the coordinates search button in the
bottom bar:
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Merge Places
If youve worked with genealogy software before or
retrieved data from someone else, chances are
you have several duplicate places in your data,
perhaps with name variations, maybe just spelled
differently.
The Places Editor allows you to select and merge
a number of places easily.
1. In the left-hand column, click Edit, then Places.
2. Click-select at least two entries by pressing the
Shift key on your keyboard (all successive
entries) or the cmd key (any number of single entries).
3. Click the merge button or right-click one of the selected entries and choose Merge
Places from the context menu.
This helps you keep your data lean and tidy all over MacFamilyTree, so when you
click the magnifying button for selection of an existing place the next time, the list will
be much more compact.
Database Maintenance
Database Maintenance provides tools that help
you remove empty or faulty entries from your
data, unify date formats as well as name formats
or search for duplicate persons.
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4. Select a person entry you know from the left-hand column as the person to
keep. Youll find some basic information beneath the list.
5. Now compare the possible duplicates offered in the right-hand column. The
colored segmented bars indicate the probability of a match.
6. Compare the person data beneath both the left and right lists to make sure
you merge only actual duplicates.
7. Click the Merge button.
8. In the following dialog window, click Replace if both entries are identical.
9. If the duplicate entry holds additional information, however, click Merge.
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4
Sources
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Add sources
In order to add a source, please make sure the
source material (church register pages, audio
recordings, videos) are available as digital files.
These, like all other media files you add in
MacFamilyTree, will be stored in the family tree
database file.
1. In the left-hand column, click Edit, then
Sources.
2. Then click the plus button to add a new
source.
3. Double-click that new entry to open the Sources Editor.
4. Enter all relevant data in the upper fields (the more the merrier), no
information is mandatory but you really should at least name the source so
you can easily find it again.
5. In the Media palette, click the plus button.
6. Now choose which kind of media to add - an image file, an audio file or a
video clip of an interview with a contemporary witness.
7. Alternatively, if you use either an iMac, a MacBook, MacBook Pro or MacBook
Air, you can use its integrated microphone for recording an interview and
depending on whether or not your Mac is equipped with an iSight camera, you
could even capture a video interview right from within MacFamilyTree.
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6. This file is assigned to this source. The first assignment is not altered in any
way.
Edit Sources
You will encounter new information related to
sources, just like new information about persons
and events and you will want to edit existing data.
This is where the Sources Editor comes in handy:
1. In the left-hand column, click Edit, then
Sources.
2. Double-click an entry to open that source.
3. Edit the source data.
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Use Sources
All information about persons, families and events
can be backed up by sources. Lets assign a
source to a person as an example:
1. In the left-hand column, click Edit, then
Persons.
2. Double-click a person in the list
3. Click the Sources tab.
4. Click the magnifying glass button. Choose a source you created from the list
which pops up.
5. Assess and then enter the degree of reliability of this assigned source. In case
the source contains a multipage document, add the page number, as well.
6. This assigned source will now be listed in the persons profile and the person
will be listed in the sources assignments.
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5
Online research and
collaboration
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FamilySearch.org
FamilySearch.org is a way of accessing the extensive genealogy database maintained
by the Church of Jesus Christ of Latter Day Saints (LDS),whose members are also
known as Mormons. Researching their ancestors lives is part of the members
exercise of their faith which is why the Mormons have been collecting data for over a
century now. This invaluable asset, both in terms of experience as well as collected
data, can now be accessed by anyone inside and outside the church.
This service is completely free of charge. You dont have to be a
church member and your privacy is respected at any time without
exception. This service is only intended for collaborative genealogy
research.
If you use this FamilySearch, you can exchange information about deceased persons,
however, you wont find information about living persons and you cant transfer data
about living persons to the service, either.
All of your relatives who dont own a Mac with MacFamilyTree can access that data
via the FamilySearch website. That way, you can collaborate effectively even if you
live on different continents.
Preferences
Please open the MacFamilyTree Preferences by clicking the MacFamilyTree menu
and selecting Preferences. Next, click the FamilySearch tab:
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As you can see, the service can be deactivated completely in case youre
uncomfortable with it. Even with factory defaults, though, no data will ever be
transferred unknowingly. Accessing the FamilySearch service requires a onetime
registration with the service and you have to log in once every time you launch
MacFamilyTree.
The other options give you a pretty straight forward idea of what MacFamilyTree is
able to do when connected to FamilySearch in the first place. If you activate it, register
with FamilySearch and log in, MacFamilyTree can load data of identified persons in
background automatically and offer you to download and integrate in your own data.
Automatic sharing of your own data isnt supported.
Register
In order to gain access to the FamilySearch
database from within MacFamilyTree, youll have
to register with the FamilySearch.org service first.
Simply start registration from within
MacFamilyTree:
1. In the left-hand column, click Edit, then
FamilySearch.
2. Youll see the green FamilySearch startup
window
3. Click the Create Account button.
4. The FamilySearch website will open in your default Browser (in most cases
Safari). Here, click the green Register for the new FamilySearch link.
5. A form will be loaded, youll have to choose one of the options before being
able to enter your personal information. Choose FamilySearch Account (for
the general public), if youre not member of the LDS.
6. Enter your personal information and confirm your data entry at the end of the
page.
7. Youll receive a confirmation mail which contains and activation link. Click this
link within 48 hours of receiving the mail to activate your account.
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Log in
In order to access the actual data from within
MacFamilyTree, youll be required to log in once
after each restart of MacFamilyTree with your user
name and password. Please note that you can
only log in with one database at a time, so you
cant have multiple family trees open and connect
all of them to FamilySearch.
1. In the left-hand column, click Edit, then
FamilySearch.
2. Youll see the green FamilySearch startup
window
3. Click the Login button.
4. The FamilySearch website will open in your browser in background. This is
the required login mechanism.
5. Enter user name and password.
6. Confirm the data entry.
7. MacFamilyTree will notice the login in background and will open the
FamilySearch Dashboard, the central point to go for your FamilySearch
research.
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If you want MacFamilyTree to only notify you of updates, not of data you decided not
to download, open the Preferences in the MacFamilyTree menu, click the
FamilySearch tab and deactivate the Search for Further Information in the
background option.
Check potential matches & updates
MacFamilyTree requires at least one match between a person in your own family tree
and a person in the FamilySearch online database to be able to synchronize the data.
MacFamilyTree will automatically determine potential candidates, youll then have to
determine if a person in your family really is the same as the one on FamilySearch by
comparing person events or the close relatives like parents and siblings.
1. In the left-hand column, click Edit, then FamilySearch.
2. Now click Possible Matches & Updates
3. A list of all potential matches will open.
An actual match between your data and the FamilySearch data can
only be found if you enter at least a persons gender, first name and
family name which then must be identical.
In addition to that, at least two of these criteria must met:
1.
2.
3.
4.
5.
4. Select a person from the list. Possible matches are listed in the bottom area.
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In case the list stays empty, you either didnt enter enough
information for a match, like father and mother, or your family is
currently unknown in the FamilySearch database. Please try a
Person Search on FamilySearch as described in the next section
and see if that turns up a match.
5. Now choose one of the potential matches and click the Compare button.
6. The Comparison window will open. Your own local data is on the left, the
FamilySearch data on the right side.
7. If youre convinced the persons are identical, click the bottom-right Assign
button. If not, click the previous segment in the Navigation Bar to choose a
different candidate.
8. Once you did assign a person, the Comparison list switches into a different
mode which lets you download information from FamilySearch to complete your
local data and if you decide to upload any of your own information, do it here,
too.
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9. Click the light blue left arrow to download data and the right arrow to upload
information to FamilySearch.
10. The red cross button deletes online data (just the information you upload, you
cant delete existing data on FamilySearch).
11. Click the magnifying glass button to see more detailed information about a
person. Youll automatically get all the information available from FamilySearch
- a person accompanied by his or her parents, children, partners and in-laws,
for example.
12. After syncing the data, always click the Set Version from FamilySearch button.
Thereby you confirm you assessed and downloaded all new data youre going to
use in your work. This way, youll not be alerted of the information you already
checked.
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Once all results are examined and set to the same version as the
FamilySearch data, this person isnt listed as a possible match in
the list anymore. Once that list is cleared, the red exclamation mark
in the left-hand column will vanish. Youll be notified when new
information is uploaded to FamilySearch. If the Search for Further
Information in the background option is activated, MacFamilyTree
will notify not only when new information is available, but also in
case additional information is available, even if you already
assessed it and decided against downloading it.
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Right-click such a transparent token or select it and hover your mouse until the pencil
button comes up, then click that button. For a person only available in the
FamilySearch database, the Detail Inspector will open with just the FamilySearch
options.
Use the Add as new Local Person option, for example, to append that person and
gain access to their person data.
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Open such a persons profile in the Detail Inspector by clicking the pencil button.
There, open the FamilySearch palette. Here, youll find options for comparing the
online data with your local data and, if the person really is a match, assigning and
ultimately downloading the information.
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Web Search
In addition to the convenient integration of the
FamilySearch database, MacFamilyTree 6
supports accessing data form other genealogy
websites, as well. Depending on the respective
website, youll at least have to register, others will
charge you a monthly fee for allowing access to
their data. Please see the different websites for
more detailed information about the terms of use.
1. In the left-hand column, click Edit, then Web
Search.
2. In the windows main area, youll find search fields and a selector for the
supported websites.
3. Choose one of the websites.
4. Either enter a persons name and other details in the search fields or select an
existing person from the right-hand list of all persons in your family tree.
5. Click the Find button.
6. Beneath the search fields, the selected website will open and show you the
search results.
7. When you highlight information from the results, right-click the selection and
save it as either First Name, Family Name, Place/Date of Birth, Place/Date of
Death or Note. This will save you some time transcribing that information and
eliminates a source of error.
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6
Views
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In general
In the Views category, youll find all charts, as well as the Virtual Globe and Virtual
Tree. All of them can easily be adjusted to suit your needs - be it switching to
black&white for printout, aligning a chart bottom up or top down or adjusting the
number of generations being displayed.
Youll find the two views which are standalone features of MacFamilyTree:
The Virtual Tree gives you a unique perspective on your family tree data. By
browsing a 3D-tree of your data, youll spot inconsistencies in your tree and
its a pretty decent way of showing off, too.
The Virtual Globe visualizes all events you entered including the place and
geo-coordinates.
The basic steps are identical for all kinds of views:
1. In the left-hand column, click Views, then the preferred chart type.
2. The chart will open in the main windows main area.
3. From the right-hand list, select a person youd like to see a chart for (e.g. an
Hourglass Chart), select the statistics type (Statistics) or an event (Virtual
Globe).
Adjust charts
We defined a default behavior and screen-optimized look for each chart type. They
can easily be adjusted, though. Charts have to be open to adjust these parameters,
thats all. The Chart display options can be adjusted via the little cogwheel on the right
side of the bottom toolbar.
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3. An Options window will open, letting you adjust the number of generations by
means of the slider. Move it to the right to increase the number of generations,
move it to the left to decrease it.
4. The changes are applied immediately.
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Saved Views
All Charts are drawn in real-time, based on the current data in your family tree. That
way, every information you add will be automatically included in the charts the next
time you open them.
MacFamilyTree allows you to take a snapshot of your data by means of the Saved
Views feature. That way, youll preserve your ever-growing family tree in different
stages or you could remove the ex-wife a relative divorced in open conflict from the
chart.
Print that edited chart for the upcoming family reunion without that persona non grata
while still keeping her information in your family tree. Perhaps shes still friends with
some relatives, but in any case, she might be your grandnephews mother and hence
is important for your genealogy work no matter what.
There are two chart types that cant be edited and stored in Saved Views: the Virtual
Globe and Virtual Tree. You can adjust their look but you cant open them in the
graphical editor.
Edit charts
MacFamilyTree comes with a graphical editor
which allows you to rearrange or remove chart
elements, change their background color, frame
thickness or font type. Some chart types optionally
include person events which you can set globally
in the Options window. However, the graphical
editor lets you hide events on a per-person basis.
Lets have a look at the fundamentals, by example
of a Descendant Chart:
1. In the left-hand column, click Views, then
Descendant Chart.
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Print
In most cases, printing requires only clicking the print button in the bottom bar beneath
a chart to get a decent printout. But you may find charts barely readable if you try to
print several hundred persons on a single US Letter size sheet of paper. Read on to
find out how to print larger size charts.
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7. Now change, for example the boxes background color or the frame
parameters via the options in the right-hand column.
8. Now arrange the elements for printout. Here, you can simply remove a person
youd like to keep out of the printout.
9. Please make sure no boxes are arranged across page borders.
10. Adjust the boxes dimensions however you see fit.
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4. Choose White for the Color setting and Flat in the Appearance selector.
Virtual Tree
The Virtual Tree presents your family in a threedimensional view. Navigate by clicking persons
either in the right-hand list or directly in the tree.
Zoom in and out persons you select with the
mouse wheel.
Click and hold anywhere in the tree and move the
mouse to rotate the tree around the selected
person. Alternatively, click the Navigation buttons in the upper right corner. When you
hover the mouse pointer over a person, an info bubble will open, detailing that
persons basic information. Double-click a person to open that persons profile in the
Persons Editor.
In the right-hand column, beneath the Navigation buttons, click Person Scope to see
the selected persons partners and children.
The blue monitor button in the bottom bar switches to Fullscreen mode, the cogwheel
button will open the Options window.
Tree Chart
As a new feature introduced with MacFamilyTree
6.2, the Tree Chart brings the capability to
completely display all persons, which are
connected to the selected person.
Separate branches of the Family Tree, which are
connected by multiple marriages or adoptions for
instance, are either displayed by numbers or by
greyed out lines. You can hide or show separate
branches by checking the "Show separated
Branches" checkbox in the options.
As the display of such connections requires
connected persons to be displayed multiple times in the Tree Chart, the display of
separate branches helps you to keep track of large and complex family trees.
Furthermore the display of separate branches is necessary, if a person has many
connections, otherwise overlappings couldnt be avoided.
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Ancestor Chart
The Ancestor Chart shows all of a persons
forebears. Select a start person from the righthand list of persons to see their ancestors.
The Options window (click the cogwheel button),
you can adjust the color scheme, orientation and
spacing between the boxes.
Descendant Chart
See all your offspring and their offspring in the
Descendant Chart. The adjustment parameters in
the Options window are similar to those of the
Ancestor Chart.
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Timeline
The Timeline visualizes the lifespan of every
person in your family tree arranged above a
common timeline. That way, youll easily spot the
oldest ancestor you researched and which of your
relatives could even have met at all.
Persons without a date of death are represented
by a line with a smoothly tapered right edge, if a
date of death has been entered, the persons line
will show a defined right edge:
The Options window allows you to exclude persons born before or after a specific date
from the chart.
Statistics
The statistics feature will give you a completely
different angle on your relatives and their lives. Do
you know which is the most common month in
your family for marriage? Simply click Month of
Marriage in the right-hand list and see the results
immediately. The Options window allows you to
exclude persons born before or after a certain
date, which lets you compare child mortality in
different time periods, for example.
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Fan Chart
The Fan Chart visualizes a person surrounded by
their ancestors. In the Options window, you can
rotate the Fan Chart, increase segment size in
order to allow more/larger text or adjust the
spacing between generations.
Relationship Chart
In the relationship Chart, youll see how any two
persons are connected to another. These
relationships may exceed the naming conventions
of typical genealogy work but youll nevertheless
be surprised to learn that a relative is your
cousins grandmothers nieces cousin once
removed up.
Select two persons from the right-hand lists and
see their connection in the main area, including all
stations in between.
Virtual Globe
The Globe is the virtual modeling of an actual
globe and can be rotated freely by clicking and
dragging with the mouse. MacFamilyTree
automatically visualizes all places where events
like births, christenings, weddings and the likes
took place (if you determined their geocoordinates). If youve kept track of relatives
migration events and places of residence, this will
help you learn about how your relatives spread
over the earth from your familys place of origin.
The Options window lets you decide if connecting lines are displayed, events before or
after a specific date can be hidden and how many auxiliary place names are given as
points of reference.
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7
Reports
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In general
Reports present you with a completely different perspective on your data than charts
can give you. Reports can list all place names that were relevant in your family history
(because Person Events and Family Events took place there), determine who lived the
longest in your family or simply list all persons in your file.
Saved Reports
Similar to Saved Views, you can take snapshots
of your reports in MacFamilyTree. Either click the
pencil button to open the graphical editor and
save when you close that window or simply hit the
hard disk button in the bottom bar.
In contrast to the actual reports, Saved Reports
arent refreshed when new information is added.
On the other hand, this allows you to preserve a snapshot of your progress after the
first week, the first month and the first year of genealogy work.
In addition to that, you can edit reports with the graphical editor and store them exactly
in this edited state.
Adjust Reports
Some report types are compiled of separate blocks that can be activated or
deactivated individually. That way, you could exclude the World History events from
your Person Report if you dont need them in your report for printout. MacFamilyTree
even gives you the choice of which event types from the person events to include.
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3. The Options window will open, which offers different settings for every type of
report. Changes made here are applied immediately.
4. Beneath the World History list, click the Deactivate All button.
Define own events
Add your own events in the World History feature in addition to the existing ones - if,
for example, your family mansion burned down in war, if an ancestor was knighted or if
you live in a country MacFamilyTrees database doesnt offer any local events for, if
you like to track the opening dates of movies or release dates of music or if youd like
to see if an ancestor of yours could have known a certain novel before he wrote his
own book.
1. Open the MacFamilyTree Preferences in the menu bar
MacFamilyTree - Preferences.
2. In the World History tab, youll find a table of all custom historical events
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5. Done! All Person Reports about ancestors who lived in that time period should
show your own events now.
Blood Relatives
In the Kinship Report, you can decide wether to include all relatives or just the familys
bloodline. Open the Kinship Report and then click the cogwheel button to open the
Options window.
Here, activate the Show only blood relatives checkbox in order to exclude spouses
families from the report or deactivate this option if you feel these persons are missing
from the report.
Print
Printing reports quickly can easily be achieved by clicking the Print button beneath the
reports in the bottom bar.
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Similar to the options MacFamilyTree offers in the charts section, reports, too, can be
edited with the graphical editor, allowing you to reformat text, delete single elements
and add information which may not be important for the family tree data itself but for
the person youre going to give the report to.
So instead of the Print button, click the pencil button beneath the chart.
You can add any amount of data and commentary to charts and
reports. This information is only added to the charts and reports but
not to your actual person and family data. Please, use only the
editors for entering actual information.
Adjust text formatting like color, font size and font type to enhance the appearance for
your own purposes. Print this edited version by clicking the Print button right there in
the editor window. When closing the window, you can decide to save a copy in the
Saved Reports area.
Person Report
The Person Report gives a comprehensive
summary of a persons data. Youll find detailed
information about that person, as well as their
context among their ancestors, close family and
descendants. Select the person youd like to see
the report about from the right-hand list of
persons.
The Options window lets you show or hide single blocks like Notes or the Narrative
Report. You can change the number of generations being displayed in the embedded
Hourglass Chart, Ancestor Chart and the Descendant Chart
In the Hourglass Chart section, you can adjust the color and appearance of the chart,
as well as the number of displayed generations in the included Hourglass Chart.
Further options let you choose which World History categories of events to include in
the report.
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Kinship Report
Use the Kinship Report if youre looking for a list
of all of a persons relatives, including a
classification of their actual degree of kinship. It
helps you easily distinguish step parents from
biological parents or identify 2nd and 3rd cousins.
The options pane (accessible via the cogwheel in
the bottom toolbar) lets you adjust the number of
generations being displayed.
Generation sliders and checkboxes assigned to
different kinship degrees allow a precise adjustment of the entries included in the
Kinship Report.Change the sorting order or switch between inclusion of the spouses
relatives and restriction to blood relatives.
Further options let you hide or show the different columns of the Kinship Report.
Narrative Report
The Narrative Report may serve as a basis for
your own written family chronicle. You dont have
to start with a blank page anymore and are spared
the tedious manual labor of copying personal
dates and forming full sentences of the
information. Instead, base your chronicle on the
Narrative Report and simply edit what you get,
depending on what youre going to use them for.
That way, youll get results in no time and you can
be sure your data is correct.
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Places Report
See at a glimpse where your familys history took
place. All places you entered when editing family
events and person events are listed here, each
containing links to all the events that were
assigned.
Events Report
The Events Report lists all your familys events,
sorted by date. The Options window (click the
cogwheel button) allows you to group events in
chunks of time of up to 25 years each.
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Birthdays Report
The Birthday Report lists all birth dates you
entered, sorted first by month, then day. In the
Options window, you can choose to hide all living
persons.
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To Do Report
The To Do Report helps you to keep track of your
genealogical research project, by providing a
detailed overview of your to-do list.
The sorting order can be changed in the options
(click the cogwheel button). If you would like to
exclude completed to dos, you can hide them by
unchecking the "Show completed To Dos" option.
Sources Report
The Sources Report provides a detailed view of all
your sources. Display and sorting of the entries in
the selected source can be adjusted in the
options.
Just click the cogwheel button on the bottom
toolbar and select a sorting order from the
"Sorting" selection field. Check or Uncheck the
little boxes in the columns section to hide or view
the different entries.
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Ahnentafel Report
As another new feature of MacFamilyTree 6.2, the
Ahnentafel Report provides a fixed sequence of
all the descendants of a person, sorted by
generation.
The number of displayed generations can be
adjusted in the options (accessible via the little
cogwheel on the bottom toolbar) at the
Generations slider.
Further options allow you to hide and show source
citation and pictures of the respective persons.
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8
Preferences
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General Settings
All application-wide settings are consolidated in the MacFamilyTree menu
Preferences. In most cases, you wont need these settings more often than a
couple of times a year. Here, youll find settings that affect the general behavior and
look of MacFamilyTree. Please have a look a the available options, well cover only a
few here.
Date formats
Dates can be formatted differently between countries or even just between different
genealogy applications. Defining characteristics are the order of days, months and
years, as well as the separators. To be more precise, February 6, 1912 could be
formatted as:
February 6, 1912
6. Feb 1912
06.02.1912
06/02/1912
02/06/1912
02 06 1912
Plus, you may find the order mixed up in some regions, sometimes with the month or
year up front. But more trivially, you may have birthday data missing the actual day or
even month and day in your database. Each of these cases requires a template be
defined in MacFamilyTree (common templates are preset).
1. Open the MacFamilyTree menu and click Preferences
2. In the Preferences window, click Date Formats
3. The list of Date Formats contains the preset templates.
You can edit them in the left-hand column by double-clicking an item. Use:
dd for Day
MM for two-digits Month Number
MMM for the truncated Month Name
MMMM for the complete Month Name
yyyy for the year
Separators can be a blank, full stop, dash or a slash. These are as much integral
parts of the date format as the order of days, months and years are.
Lets say you want MacFamilyTree to recognize dates consisting merely of a
month, a full stop and the year. The Date Formats list would have to contain an
entry like this: MM.yyyy
4. So click the Add button in order to add a new format.
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Name Formats
Define your preferred name format independently for both the display of names and
the sorting of names in lists. So if you prefer Name, Family Name in that order for
display but would like all lists sorted by Family Name whenever you do sort by name,
then choose your preferred options here.
Simply open the MacFamilyTree Preferences and then click the Name Format tab.
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9
Exchange data
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MacFamilyTree.com
MacFamilyTree.com is a free internet service provided by us to all our customers.
MacFamilyTree can compile websites of your data which allows you to give friends
and family worldwide access to the information you gathered.
Please note that this website doesnt provide secure backup of your
database. So please backup your family tree data at home regularly.
4. Choose a user name and password that you know you will remember and
enter them in the respective fields.
5. Now click Register.
6. Youll be automatically registered and the initial window will open, with user
name and password already in place.
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In case your preferred user name already exists, please choose a different name.
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one of the options offered there - open it in Safari, delete it or replace it with
the current (more recent) data.
MobileMe
MobileMe is a paid service offered by Apple Inc.,
which gives you an e-mail-address, webspace to
upload your own website to and other services for
Macs and iPhones. MacFamilyTree can upload
your family tree website to your MobileMe
account.
The main difference to uploading it to
MacFamilyTree.com is that MacFamilyTree cant password-protect your family tree on
MobileMe. Please refer to Apples documentation for options on how to restrict access
to a certain group of people.
1. In the left-hand column, click Export, then Website to MobileMe
2. In the windows main area, youll see options for the exported website.
3. Choose the language, color theme and other options.
4. Click Next
5. On the next screen, name the website.
6. Fill in your MobileMe Name and Password and click Upload.
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6. Click Export, then after export, upload the resulting folder to your webspace.
Append
1. Open your family tree file
2. From the Special menu, select Append GEDCOM file to current Tree.
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Lets say the appended GEDCOM file is your spouses family tree. Now, theres two
cases to differentiate here. First:
If your partner was in your own tree and in the
GEDCOM file
6. In the left-hand column, click Edit, then
Persons.
7. A list of all persons in your database will
show.
8. In the bottom right search field, enter your
partners name
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10. Now select Search for Duplicates from the context menu.
11. The Find Person Duplicates dialog window will open. In the left-hand
column, youll see the person you based your search for duplicates on.
12. Check the results listed in the right-hand column and choose the actual
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duplicate (additional details are listed beneath both lists so you can easily
distinguish people with the same name from actual duplicates)
13. Click the Merge button.
14. A confirmation dialog will open.
15. Here, click Merge again.
If your partner was only in the GEDCOM file,
not yet in your own tree
6. In the left-hand column, click Families.
7. Either click the plus button beneath the list in
order to add a new family entry for yourself or
double-click an entry with yourself but without
a partner if it exists.
8. The editor will open.
9. Click the magnifying glass button beneath
each palette to enter both you and your
partner as Partner1/Partner2 or Man/Woman
in the upper palettes.
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Merge
The second option for inserting data from GEDCOM files is merging the two data
pools (GEDCOM and your own family tree). This option is recommended if the
imported data overlaps your own in more than one case - like some relative working
on the same branch of the family.
1. Open your family tree file.
2. From the Special menu, pick Merge GEDCOM file with current Tree.
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GEDCOM Export
GEDCOM is the only universally supported exchange format between genealogy
applications. We aim for maximum GEDCOM compatibility with MacFamilyTree, so
you can collaborate with friends or family in researching the past.
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Choose a location to store the GEDCOM file to and a file name. Choose a date format
and text encoding.
Please find out which text encoding is supported by the application
you want to exchange data with. If supported, UTF is preferable
because of its support for special characters from various languages.
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2. The Selective GEDCOM Export window will open, letting you select the
persons to export:
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3. Click a person to export in the left-hand column and then click Add.
4. That person is added to the right-hand list.
5. For every person you export, select in the Related Persons column if close
relatives are to be exported along with that person. The choices include All
Ancestors and All Descendants.
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2. A new window opens showing your databases (thats your family tree file) and
other devices (Macs running MacFamilyTree 6.1) in your network. Select a
database and the device you want it to sync with, then click synchronize.
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Should the database currently be opened, you will be asked to close it.
Opened databases cannot be synced.
3. After closing the database sync begins. Your family tree is transferred to the
device selected. In case this family tree already exists on the second Mac,
changes are synced.
IMPORTANT:
You can sync three, four, five or even twenty Macs. But please be
warned:
The order is important. If you have synced from Mac A to Mac B to
Mac C to Mac D and change something in your family tree on Mac D,
you have to walk the opposite way. In order to get your changes back
to Mac A, sync from Mac D to Mac C to Mac B to Mac A ...
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old stories at your next family reunion, interview that relative and immediately add the
information to your database.
MobileFamilyTree Pro is synced via the Sync Organizer, while the prior version
MobileFamilyTree 2 is synced via the "MobileFamilyTree 2 Sync" Menu.
The Sync Organizer is described above ("New with version 6.1: Collaboration on more
than one Mac"). Further information on syncing MobileFamilyTree Pro can be also
found in the MobileFamilyTree Pro help.
IMPORTANT:
MobileFamilyTree Pro is a stand-alone application with most of the
features of MacFamilyTree 6
Older versions of MobileFamilyTree however, require a current and
registered version of MacFamilyTree for your Mac.
Right now, data can only be synced over AirPort (WiFi), USB and
Bluetooth is limited to Apples own applications.
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Ad-Hoc Network
In case the connection problem cant be solved, please establish an
Ad-Hoc network connection between iPhone and Mac:
1. Click the Airport icon in the Menu Bar.
5. Your iPhone, iPod touch or iPad should appear in the list now.
6. Select your device and click Synchronize Database with this Device.
7. All information is summarized on another screen.
8. Click Upload.
9. On your iPhone, youll see the Connected to MacFamilyTree message while
the data is synced.
10. Once the process is completed successfully, MacFamilyTree will show a
Synchronization Complete message.
11. Your iPhone will display the family tree overview list.
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Troubleshooting
A detailed FAQ section, dealing with the most common problems can be found at the
following link.
http://www.syniumsoftware.com/en/support/faq_overview.html
Please make sure that your operating system as well as the respective application is
updated to the current version, as updates can provide important bug fixes and
improvements.
What happened?
How did it happen?
Did it work before?
Did you change something since then?
Can you reproduce the error?
Mac OS X
Console entries
Console entries can contain valuable information about the cause of an error
Crash logs
If your application quits unexpectedly, the crash logs contain information about the
cause for the crash.
System information
As there are many different system and software environments around, a system
profile can give additional hints for the solution of a problem.
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2. Enter the name of the application into the search field on the upper left side of the
Console. - lets take "iFinance" as an example.
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3. Mark the respective entries in the Console and copy them to the clipboard.
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2. Enter "~/Library" into the input field to open the Library folder.
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4. Search for the files, which start with the name of the application, and attach this file
to your email.
2. Go to the file menu in the top menu bar and select "Save..." to save your system
information.
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4. Open the "Console" pane and click the button "Save Selection As" to save the
console logs and send us all entries relating to the application.
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