Benutzerhandbuch

Wie man Ancestris verwendet, um Genealogien zu erstellen.

Ancestris installieren

Installieren oder aktualisieren Sie Ancestris unter MacOS, Windows und Linux. Java Voraussetzung. Speicherort der Dateien, Starteinstellungen und Benutzereinstellungen.

Ancestris installieren

Install and start Ancestris

Lizenz und Benutzerrechte lesen

Ancestris is free software, licensed under the  GNU GENERAL PUBLIC LICENSE V3.

Ancestris is a free genealogy program, for unlimited time usage, and an unlimited number of individuals.

It is made available to you by volunteers.

 

Überprüfe unsere erforderliche Konfiguration

Ancestris  läuft auf allen aktuellen MacOS-, Windows- und Linux-Betriebssystemen.
If Ancestris does not start, or shows the Ancestris splash screen and stops, it is most generally related to an issue with the Java installation.

Um Ancestris benutzen zu können ist folgende Konfiguration erforderlich:

Java ist Voraussetzung

To use Ancestris, you need to have Java installed on your system.

Most of the Ancestris features are compatible with  Java Version 11 and Java Version 8 (aka Version 1.8).

To identify which Java version is installed on your system, other Java versions available, how to swap between Java versions, or the Java technical requirements, check out the Java installation page.

 

Installation

If you need detailed installation steps, we provide you with a step-by-step guide corresponding to your system :
✔ Step-by-step installation guide for MacOS
✔ Step-by-step installation guide of version 11 for Windows
✔ Step-by-step installation guide of version 12 for Windows

What follows is the general overview of the installation and the links in case of troubles or to change launch settings.

 

Go to Download on the Ancestris site

Ancestris can be downloaded for free on our page  https://www.ancestris.org via the DOWNLOAD option.

en_Ancestris_website.png

 

Choose your Ancestris version

Two versions are available.

 

All versions work on any device under any operating system that can use Java.

All versions work with all existing translations.

All versions are full versions and allow unlimited usage.

 

Download Ancestris

This shows the Download section of the Ancestris site.

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This is an example with Ancestris 11 for Windows.

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This is an example with Ancestris 12 for Windows or for Linux.

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Choose Ancestris folder

At the end of the download, the file will be placed in your default download folder.

If you don't know what this folder is, check your Internet browser's settings or else click on the downloaded icon of your browser.

From that folder, feel free to move the downloaded file wherever you want on your computer.

 

Start Ancestris

The way to start Ancestris  slightly differs depending on the OS system you have.

Ancestris's files will be inside the resulting ancestris folder. Refer to the Software files page to have the detailed view of the  ancestris folder.

To start Ancestris, run the downloaded file or else run the executable in the bin folder that corresponds to the operating system you are using.

Regardless of the version, here is what you will see when Ancestris is started.

en_Accueil.png

 

Troubleshooting

If you need detailed installation steps, please read the step-by-step guide below corresponding to your system :
✔ Step-by-step installation guide for MacOS
✔ Step-by-step installation guide of version 11 for Windows
✔ Step-by-step installation guide of version 12 for Windows

If Ancestris does not start, or shows the Ancestris splash screen and stops, it is most generally related to an issue with the Java installation.
Either Java is not installed or Ancestris does not find it or finds an incompatible version or finds a corrupted version.
Please check the Java installation page for help.

 

Personalisation

Shortcut icon

If you need to customize a shortcut with a nice icon to start Ancestris, please check your operating system's documentation on how to create it, and feel free to use the included image file ancestris.gif provided within the softwares files.
For MacOS, see the step-by-step guide.
For Windows, see the step-by-step guide.
For Linux, there are several of these procedures, and quite different from one system to another.

Launch settings

You can personalise the way Ancestris starts such as the memory allocation for instance. In case you need to personalise the way Ancestris is launched, please refer to the Launch settings page.

User settings

If you are interested in knowing where the user settings files are, please refer to the Software and user settings files page.

 

 

 

 

 

 

 

 

 

 

Ancestris installieren

Reinstall or upgrade Ancestris

There are several situations where you may need to reinstall Ancestris, but they all end up following the same steps described below.

Situations to justify reinstallation

Reinstalling Ancestris on the same computer

In all those situations, your action will result in reinstalling Ancestris.

When reinstalling Ancestris, you will automatically be able to preserve your customizations.

It is up to you to decide if you want to reinstall Ancestris at the same location on your computer or not.
In either case, we recommend you to get rid of the former Ancestris instance and replace the Software files.
In case you were to keep two different instances of Ancestris on the same computer, Ancestris might get confused as there is only one set of user settings.

 

Reinstalling Ancestris on a second computer

If you are to install Ancestris on a second computer, just proceed as a regular first-time installation.

If you want to have the same user settings on both computers, you should first copy the user settings folder from one computer to the other one.

Alternatively, you can also use the export button of the Ancestris preferences window.

 

Reinstalling stable version 11

To reinstall the main version, while preserving your user settings, just proceed as a regular first-time installation.

It should be much quicker as Java should already be installed and your Ancestris launcher is already set.

In practice, it will consist of simply replacing the 5 folders listed in the following steps.

 

Reinstalling daily version 12

To upgrade from the main version to the daily version, or reinstall the daily version, follow the instructions below.

You have two possibilities:

In the first situation, erase the previous Ancestris application and reinstall the new one.

In the second situation, follow the steps below:

In case some settings no longer work, or are not compatible with the new version, please refer to the User settings page if you want to manage them yourself.

 

 

 

Ancestris installieren

Update Ancestris

The Ancestris team constantly works on improving the Ancestris software.

All updates we make to the version you have are available to you automatically, and you do not have anything to do, whether you are using the Main version or the Daily version.

Automatic updates

You will receive an automatic notification for updates to the version you currently use, each time you start Ancestris.

When Ancestris starts, a small window will open for a few seconds at the lower right corner, indicating the number of available updates. Just click the link in this window and follow the steps. 

Automatic_updates.png

If you miss this window as it only appears for a few seconds, the little icon will remain available for you to click on it. The window above will reappear again.

Automatic_update_icon.png

If you click to get the updates, you will be asked to confirm to download the updates.

Updates_download.png

Click Next and Ancestris will download them. A progress bar will appear on the bottom right corner.

Downloading_updates.png

Ancestris then asks for your confirmation.

signing_updates.png

 

Click Continue and then, Ancestris will offer to restart. Click on the link. Ancestris will close and restart.

Restart_updates.png

 

Proactive updates

It is also possible to retrieve updates at any time.

Just choose Options / Update Ancestris from the main menu bar.

The same assistant shown above will open.

As explained above, just follow the steps and Ancestris will offer to restart at the end.

If no updates are available, the following window will appear.

Up_to_date.png

 

Knowing more about the updates

If you use Stable version 11

When we discover bugs that could impact your use of the Main version, we fix them and the update becomes available to you according to the instructions above.

These updates are very rare.

If you use daily version 12

Regarding the daily version, updates happen almost daily !

Minor updates

Most of the time, these updates are evolutions or new functionality.

These updates are available to you and happen on a regular basis.

You can benefit from them according to the description above.

That's it.

Structural updates

On rare occasions, certain Ancestris updates of daily version 11 happen in the core platform of Ancestris.

These changes can be simple menu translations or something major. For instance when we upgrade the underlying Netbeans platform on which Ancestris sits.

The Ancestris team will know when that happens, and will notify you through the forum or the discussion list and in the Recent updates panel of the Welcome window of Ancestris.

For instance, the image below shows an update of version 11 that occurred on June 2nd, 2020.

Recent-Updates.png

As usual, these updates will be available to you through the Automatic updates described above.

However, if you only apply these updates automatically, it will not reinstall the whole software. Therefore, either the new evolution will still not be available to you (e.g. menu translations), or maybe you will experience some major dysfunctions. Ancestris might just not work anymore.

Do not worry, you will notice if it happens and it will not alter your data.

To fully benefit from those changes, you will have to reinstall Ancestris.

Please follow the reinstallation instructions in this case.

 

 

 

Ancestris installieren

Step-by-step installation on MacOS

This page documents a detailed step-by-step installation of Ancestris on a MacOS system.

We will show an example that occurred on January 2021, of the installation of Ancestris version 11 on MacOS Catalina.

macOS-01.png

These steps include the following:

Please note that the screenshots shown here might look different from those of the current Ancestris web site or the current Ancestris software version.

Special note for users of MacOS Big Sur: please follow the steps below and then, please do read this specific section at the bottom of this page.

 

Installation of Java

1. From the MacOS desktop...

macOS-02.png

 
2. Open a terminal and type "java -version"

If Java is not installed, a popup window will suggest to install it. Click "More Info...".

If java is installed, you can directly go to screen 11.

macOS-03.png

 
3. You are on the Java web site. Click on "JDK Download"

We can see from the web site that Java 15 was suggested. Let us install that version even though we recommend to use version 8 or 11 which are long terme versions (see required configuration).

macOS-04.png

 
4. Go down to the "macOS Installer" line and click on the ".dmg' file
en-macOS-05.png

 

5. Click on the green download button.
macOS-06.png

 

6. Downloading starts... Wait.
macOS-07.png

 

7. Downloading is completed. Open the Downloads folder to check out the file.
macOS-08.png

 

8. Double click on the JDK package.

macOS-09.png

 

9. The JDK installer starts. Just follow the steps.

en-macOS-10.png

 

10. The installation should be successful. Close the window.

macOS-11.png

 

11. Then type again "java -version" in the terminal.

The following result should appear, indicating Java 15 is installed in our example.

macOS-12.png

Your are now done with the Java installation. Let's install Ancestris now.

 

Installation of Ancestris

12. Go to the https://www.ancestris.org web site

macOS-13.png

 

13. In the menu, click on DOWNLOAD. This will scroll down to the download section.

macOS-14.png

 

14. Click on the Ancestris 11 button of the MacOS panel.

en-macOS-15.png

 

15. Allow downloads from the Ancestris web site if this is the first time you do it.

macOS-16.png

 

16. Downloading starts. It will take a couple of minutes.

macOS-17.png

 

17. Wait a bit more ... we said a couple of minutes !

macOS-18.png

 

18. Once complete, move the file to your genealogy folder.

macOS-19.png

 

19. It is better to place your Ancestris application in a separate folder from your genealogy files.

Do not place your genealogy files in the Documents, Desktop or Downloads folders, or underneath them. MacOS will not let you see them from Ancestris as a security check for non-signed application like Ancestris.

en-macOS-20.png

 

20. To make sure it is the version you expect, click on "Quick Look "Ancestris" from the context menu.

macOS-21.png

 
21. The application panel should tell you about the file version and date.

macOS-22.png

 

22. Click 'Open ancestris' or go back top your Genealogy folder and click on the icon to launch Ancestris.

macOS-23.png

 

 

Confirmation of the security check

23. Ancestris starts but MacOS tells you it comes from an unverified developer. Not a problem. Ancestris is open source and does not have any malware. Let's authorize it.

macOS-24.png

 

24. For that, go to the System Preferences

en-macOS-25.png

 

25. Click on "Security & Privacy"

macOS-26.png

 

26. Click on "Open anyway"

macOS-27.png

 

27. If it is the first time you do this, confirm with your password.

macOS-28.png

 

28. Yes, you are sure. Click "Open".

macOS-29.png

 

29. Finally, Ancestris starts.

en-macOS-30.png

 

30. You can see the Welcome window.

macOS-31.png

 

31. Please note that from the application Menu, you can access the Preferences and the "About Ancestris" panel.

macOS-32.png

 

Keep in dock

32. Let's keep the application in the Dock by clicking on the Ancestris icon in the dock panel.

macOS-33.png

 

33. Choose "Option" and "Keep in Dock".

macOS-34.png

 

34. This is it. Ancestris is installed and in the Dock. Yessss !

en-macOS-35.png

 

 

 

Special note for users of MacOS Big Sur

There are additional steps for MacOS Bug Sur users, in case Ancestris does not start after the installation above:

 

Please follow these additional steps to specify the path to the java version in the ancestris configuration file:

Basic principles:

These are the steps.

1. Open a terminal, and check and copy the location of the installed java version

en-force-java-path-01.png

2. Open the editor on the Ancestris configuration file

en-force-java-path-02.png

3. The nano editor opens and shows the content of the Ancestris configuration file

en-force-java-path-03.png

4. Add - or modify - the line that says jdkhome="" and paste the java path between the double quotes

en-force-java-path-04.png

5. Exit and save your change

en-force-java-path-05.png

6. Check that the Ancestris configuration file has your change, and start Ancestris.

en-force-java-path-06.png

The configuration file is updated. You can start Ancestris and Ancestris should find java.

 

 

 

 

 

 

 

 

Ancestris installieren

Step-by-step installation of version 11 on Windows

This page shows step-by-step how to install Ancestris version 10 on a Windows system.

Install Ancestris version 11

Follow the instructions below.

1/4 - DownloadAncestris

de-download-ancestris.png

 

2/4 - Double-click on the downloaded file

Ancestris10Setup-en-02.jpg

Ancestris10Setup-en-03.jpg

Ancestris10Setup-en-04.jpg

The path shouldn't have any accent not special caracters.

Ha1Ancestris10Setup-en-05.jpg

Ancestris10Setup-en-06.jpg

Ancestris10Setup-en-07.jpg

Ancestris10Setup-en-08.jpg

Ancestris10Setup-en-09.jpg

3/4 - Click the short-cut and Ancestris then starts.

Ancestris_start.png

 

4/4 -The Welcome page then appears. You are now ready to use Ancestris.

en_Accueil10.png

 

 

 

 

 

 

 

Ancestris installieren

Step-by-step installation of version 12 on Windows

This page shows step-by-step how to install Ancestris 12 on a Windows system.

The sections below are independent and do not all need to be done.

Screens shown might look different from those of the current Ancestris web site or the current Ancestris software version.

Knowing which Java version you use

Java Control Panel

Open the Windows Control Panel and then the Java Control Panel.

On its General tab, click 'About' to check the installed Java version.

ancestris_install_en_01.png


On its Security tab, untick 'Enable Java content for browsers and Web Start applications' to improve security.

ancestris_install_en_02.png

 

Command prompt

Alternatively, these steps let you identify which version of Java is running on your system.

1 - Open a Windows PowerShell window and enter CMD or open a Command Prompt window.

2 - Type java -version at the prompt. You will obtain a display as below, which shows that Java Version 8 (aka 1.8) 64-Bit is installed. Otherwise, it means java is not installed. Follow these instructions to install it.

java version "1.8.0_221"
Java(TM) SE Runtime Environment (build 1.8.0_221-b11)
Java HotSpot(TM) 64-Bit Server VM (build 25.221-b11, mixed mode)

If it shows "64 Bit", you have Java 64-Bit installed and you will be able to run ancestris64.exe to launch Ancestris
If it does not show 64-Bit, you have installed Java 32-Bit and you will not be able to launch Ancestris with ancestris64.exe. It will not find Java. You will need to launch Ancestris with ancestris.exe.

3 - Type exit once or twice to close the command window.

 

Install Ancestris version 12

Follow the instructions below from your Windows system.

1/6 - Download Ancestris

de-download-ancestris.png

 

2/6 - Extract the Ancestris file

ancestris_install_en_03.png

 

3/6 - Check the Ancestris file to run

ancestris_install_en_04.png

 

4/6 - Add an Ancestris shortcut

ancestris_install_en_05.png

 

5/6 - Click the shortcut and Ancestris then starts

Ancestris_start.png

 

6/6 - The Welcome page then appears. You are now ready to use Ancestris.

en_Accueil.png

 

If Ancestris does not start, it might be related to a Java version issue. You may have to swap the Java version.
Please follow these instructions.

 

 

 

 

 

 

 

Ancestris installieren

Java installation

Ancestris needs Java and is compatible with Java 8 (also called 1.8) and Java 11. We recommend you use Java 8.

If Ancestris does not start, or shows the Ancestris splash screen and stops, it is most generally related to an issue with the Java installation. Either Java is not installed or Ancestris does not find it or finds an incompatible version or finds a corrupted version.

The following sections offer a step-by-step check to ensure Ancestris is using a valid Java 8 version.

 

General principle

 

Identify which Java version is set by default

If you don't know if Java is installed or which version is installed, please visit the official detailed explanation page or directly open a command line terminal and type on the command line:

java -version

There are alternative methods for MacOS and Windows.
   - for MacOS systems, check the step-by-step instructions.
   - for Windows systems, check the step-by-step instructions.

 

 

java version "1.8.0_251"
Java(TM) SE Runtime Environment (build 1.8.0_251-b08)
Java HotSpot(TM) 64-Bit Server VM (build 25.251-b08, mixed mode)

According to the display above, we can see that the installed Java version set by default is version 1.8, aka version 8.

If Ancestris does not start, either Ancestris does not find it or finds an incompatible version or finds a corrupted version. Please follow the instructions to identify which Java version Ancestris finds.

 

java version "10.0.1" 2018-04-17
Java(TM) SE Runtime Environment 18.3 (build 10.0.1+10)
Java HotSpot(TM) 64-Bit Server VM 18.3 (build 10.0.1+10, mixed mode)

According to the display above, we can see that the installed Java version set by default is version 10. Ancestris will not run. Please follow the Install section below to install Java 8. 

Once done, you will then have several Java versions installed on your system.

If you are happy to set Java 8 as the default version, please follow the instructions to set the default java version on your system and then start Ancestris.

If you would rather keep the Java version set as it is, then you need to tell Ancestris to not use the default Java version. Please follow the instructions to force Ancestris to use a specific java version and then start Ancestris.

 

Identify which Java version Ancestris finds

To know which Java version Ancestris finds, you will need to check the Ancestris configuration file.

1. Check the line defining default_options

This line should look like this:

default_options="--branding ancestris -J-Xms96m -J-Xmx1g --laf javax.swing.plaf.nimbus.NimbusLookAndFeel"

If one of the options in this line includes --jdkhome="/path/to/java, make sure the path specified in this option is the path to Java version 1.8. Otherwise, edit the configuration file and change it. Then launch Ancestris.

If this line does not include a java path, follow the instructions below.

2. Check the line defining jdkhome

If the line looks like jdkhome="/path/to/java", then make sure the path specified in this option is the path to Java version 8. Otherwise, edit the configuration file and change it. Then launch Ancestris.

If the line starts with "#", or if the line does not exist, then it means the line is not used by Ancestris and that Ancestris uses the default Java version set on your system.

If the default version checked above was Java 8, it means your installed Java 8 version might be corrupted. Try reinstalling it using the Install instructions and restart Ancestris.

 

Install Java

To install version Java 8 on your system, you can get it from the Oracle's main page, or more precisely, directly from the download page.

 

 

 

Set the default Java version

The procedures depend on your operative system.

 

Set default version for MacOS

The version of Java running on your system may be incompatible with Ancestris, so it will not run.

If you want to keep your current Java version and, for instance, run Java Version 8 (aka 1.8) at the same time, you need to swap Java versions.

To swap between different Java versions, open a Terminal window and follow the steps below.

In the following example, the instructions let you set Version 8 (aka 1.8) by default, without removing Java Version 10:

1/6 - Check which version of Java is set by default

java -version
echo $jdkhome

You can see the java version you are running.

2/6 - Get a list of all installed versions on your system and check Version 8 or 11 is among them

/usr/libexec/java_home -V

If the version you want is not in the list, then install it as explained in this section.

If it is in the list, but not the one you had above, force the path to the java version with the following step.

3/6 - Type in the following 2 lines in the Terminal

echo 'export JAVA_HOME=`/usr/libexec/java_home -v 1.8`' >>~/.bash_profile
echo 'export jdkhome==`/usr/libexec/java_home -v 1.8`' >>~/.bash_profile

These two lines will add the command to set your default Java version in your personal profile. Here, we force version 1.8 (or 8). Replace with your java version.

The first line defines the default Java version for all programs (JAVA_HOME, in uppercase).

The second line defines the default Java version to use for Ancestris (jdkhome, lowercase).

4/6 - Close the Terminal

exit

5/6 - Reopen a Terminal and check that the running Java is now the one you want (version 8 in our example)

java -version
echo $jdkhome

You can now start Ancestris.

6/6 - Start Ancestris

When Ancestris starts, a Terminal window opens at the same time.

You can see in the title bar that version 8 of Java is being used by Ancestris.

 

Set default version for Windows

You have to create a BAT file per Java version you wish to keep.

Use your favourite text editor to create those files, using the code below, and place them in a folder available from your PATH.

JAVA8.BAT

@echo off
echo Setting JAVA_HOME
set JAVA_HOME=C:\Program Files\Java\jdk1.8.0_12
echo setting PATH
set PATH=C:\Program Files\Java\jdk1.8.0_12\bin;%PATH%
echo Display java version
java -version

JAVA11.BAT

@echo off
echo Setting JAVA_HOME
set JAVA_HOME=C:\Program Files\Java\jdk1.11.0_11
echo setting PATH
set PATH=C:\Program Files\Java\jdk1.11.0_11\bin;%PATH%
echo Display java version
java -version

While creating these files, make sure you specify the correct name for the Java files for the lines JAVA_HOME, depending on your Java installation

When you decide to change the Java version, just run the corresponding BAT file: JAVA8 for version 1.8, or JAVA11 for version 11. The Java version at use will be shown on the terminal.

To check if the change is really in effect, type java -version on a console or check this page.

If you wish to keep your latest Java version and force the use of another version of Java for Ancestris, you have to change the configuration file, line jdkhome="C:\path\to\java"

 

Set default version for Linux

Type the following on a console :

sudo update-alternatives --config java

 

en_linux-java-versions.png

Select from the list the version needed.

If you wish to keep your latest Java version and force the use of another version of Java for Ancestris, you have to change the configuration file, line jdkhome="/path/to/java"

To get help using this tool :

sudo update-alternatives -l

 

 

Force Ancestris to use a specific Java version

Whatever your operating system is, if the default active Java version is different from the one to be used with Ancestris, you have to modify Ancestris's configuration file like this:

jdkhome="/path/to/java"

Note: you have to exclude /bin/java in the path description.

For example: if java executable is /usr/java/jdk1.8.0_291-amd64/bin/java, then you should indicate

jdkhome="/usr/java/jdk1.8.0_291-amd64/"

Reversely, if this line is not commented out, that is if it does not start with the "#" character, Ancestris will take it into account first and the path indicated to the Java version must exist and correspond to a functional version of Java. Otherwise Ancestris will not look for other locations for a better Java version and Ancestris will not start.

 

 

Ancestris installieren

Launch settings

It is possible to personalise the launch settings of Ancestris.

In general, you should not need to set or modify them.

However, in some specific circumstances, you may want to tweak them a bit.

It is as simple as editing the line in the Ancestris configuration file. Please refer to the location of the configuration file page to know where it is located.

Set memory size for large genealogies

Ancestris works perfectly fine with genealogies of several dozens or thousands of individuals.

You can get Ancestris to work with several genealogies at the same time.

We recommend a 4 GB memory for very large genealogies.

Ancestris can open and manage a simple genealogy of 600,000 individuals.

For very large genealogies, we recommend that you change Ancestris's startup parameters to increase maximum memory size for Java.

default_options="-J-Xmx8g --laf Nimbus --branding ancestris --locale fr -J-Xms96m"

We also recommend, if needed, to reboot your device and to only start Ancestris and nothing else, so that all memory available will be allocated to Ancestris.

 

Set default language

The default language can be set in Ancestris preferences.

It can also be initialised to a language of your choice using the launch setting.

default_options="-J-Xmx1g --laf Nimbus --branding ancestris --locale en -J-Xms96m"

 

Set default look and feel

The default look and feel can be set in Ancestris preferences.

It can also be initialised to a look and feel of your choice using the launch setting.

default_options="-J-Xmx1g --laf Nimbus --branding ancestris --locale en -J-Xms96m"

For the standard look and feel, remove the parameter from the line.

 

Set default icon size

In very rare circumstances, if you modify the default size of the fonts and icons on your computer or use a very large screen, Ancestris might display its icons in too small a size.

It is possible to increase the aspects of the icons with Ancestris using the following method but only with Java 11.

default_options="-J-Xmx1g --laf Nimbus --branding ancestris --locale en -J-Xms96m -J-Dsun.java2d.uiScale=1.5"

 

Windows specific instructions

Another way to force icon size on Windows with Java version 8 is the following.

Right-click ancesris.exe or ancestris64.exe, select Properties and choose the Compatibility tab.

User_settings_icon1.png

Click on Change high DPI settings.

User_settings_icon2.png


Set the choice to System, validate with OK and then restart Ancestris.

 

 

 

 

Ancestris installieren

Software files and User settings files

There are two groups of files for running Ancestris.

You may lose the software files because you can always get them from the Ancestris website;
but you should backup you user settings files as they are specific to you.

Software files

Ancestris software files will be inside the ancestris folder used during the installation.

You can type whereis ancestris on a terminal to find out what that folder is (not in Windows).

This ancestris folder contains the following sub-folders.

When you reinstall Ancestris, you simply replace those software files.

User settings files

The user directory

Ancestris user settings files are in the user directory.

You can see the location of the user directory on the About dialogue.
This dialogue can be accessed from the main menu / Help / About Ancestris or else by clicking on the About button About_box_button.png.

Example :
About_box_info.png

This user directory depends on your operating system.

Where <version> is the installed version number.

The configuration file and the log file

There are two especially important files in the user's folder for startup and diagnostic of eventual bugs.

Here are also located your preferences and customised templates.

Please check the user guide to learn what these templates are for.

Detailed description

~/.ancestris/trunk

User directory
  • ancestris
  • User defined templates
      • almanac
      • Almanacs for the chronology view and for chronology reporting.
      • blueprints
      • Blueprints available for displaying genealogy information in dynamic tree view, Gedcom editor, etc.
      • gedart
      • Standard models and user-defined models for the individual and family record / Gedart report.
      • ancestris.log
      • Ancestris log file.
      • This is the file Ancestris support might need in case you submit an error.
      • You can define the size of the log file in the Preferences.
  • config
  • User defined preferences
      • Modules
      • User preferences of installed extensions
      • Preferences
      • User preferences of all views and tools except those of the installed extensions
      • Toolbars
      • Main toolbar settings
      • Windows2Local
      • Position of windows
      • shortcuts.html
      • Shortcuts
  • etc
  
      • ancestris.conf
      • Ancestris configuration file for Launch settings
      • This configuration file complements the Ancestris application configuration file placed in the software files described above.
  • modules
  • Installed extensions
  • update_tracking
  • Installed extensions update information
  • var
  
      • cache
  
          • ModificationsHistory
          • Modification history of Gedcom files opened by Ancestris
          • ...
          • Temporary information stored by Ancestris
      • log
      • Temporary log files

 

When you reinstall Ancestris, user settings files are not modified and you should be able to run the updated version with all your previous settings.

However, there could be some changes in the way the new version uses some of the settings.
   - If this is the case, we recommend you to only keep the ancestris, config, etc and ModificationsHistory folders.
   - If you have trouble with the windows, we recommend you to remove the Windows2Local folder.

 

Uninstall Ancestris

To uninstall Ancestris, just delete the 2 folders of the software files and the user settings files.

 

 

Ancestris entdecken

Starten Sie mit einer neuen Genealogie oder importieren Sie eine vorhandene aus einer anderen Software.

Ancestris entdecken

Guided Tour

Welcome to Ancestris !

Ancestris offers a guided tour, allowing you to discover this software in an interactive way, using the Bourbons genealogy as an example.

You can start this tour from the Welcome page.

en-guided-tour.png

Enjoy the visit !

 

 

 

 

 

 

Ancestris entdecken

Getting started: create or migrate

Create your genealogy

If you feel like starting your own genealogy, or convert your paper genealogy to a computer as it has become too difficult to manage by hand, a wizard will guide you to create a new genealogy file step by step, including your first individuals.

Migrate your genealogy to Ancestris

If you already use another genealogy software and aim to move it to Ancestris, it is as simple as opening a Gedcom file exported by this other software. Ancestris will keep all the exported data, analyse it, and display it automatically. If the data is clean, you will not have to do anything more.

 

 

Both situations can be handled from the Welcome page, like the one shown below. They can also be done from the File menu, or using the buttons on the Toolbar.

en-create-or-migrate.png

 

Ancestris entdecken

Eine eigene Genealogie erzeugen

Sei werden sehen, wie einfach es ist, eine Genealogie mit Ancestris von Grund auf zu gestalten. Zuerst werden sie ein erstes Individuum erzeugen, dann die Eltern und engen Verwandten. Damit erhalten Sie einen ersten genealogischen Baum mit einer oder zwei Generationen. 

Die Erzeugung einer Genealogie beginnt gewöhnlich mit dem Zeichnen einer ersten Person und der Angabe spezifischer Informationen wir z. B. Geburtsdatum und Geburtsort. 

Danach werden weitere Personen und Eltern angelegt und mit dem ersten Individium verlinkt. Danach folgen die Großeltern, usw. 
Mit Ancestris kann man genau dasselbe machen!

Ein erstes Individuum erzeugen

During the guided tour, we used the Bourbon genealogy, Bourbon file. This is an example of a genealogy supplied with Ancestris.

Let's close it and create a new one.To close Bourbon, just click on the red cross on the toolbar when any of the Bourbon windows is activated. And now, let's create your own genealogy.

From the Welcome page, click the button Create a genealogy or click button_create-genealogy.png on the toolbar.

The creation wizard will start. Follow the steps until you get the dynamic tree view of a tree with yourself right at the center of it !

 

On the first screen of the wizard, enter your name and sex, then click Next.

en-create-1.png

Then enter the information regarding the author of this new genealogy, probably you. Click Next.

en-create-2.png

Define the places format to use across your entire genealogy. Below is the standard format. If you don't know now what it should be, click Next. It can be changed later.

Else, use the available buttons to add, change or delete place criteria, also called jurisdictions. Then click Next.

en-create-3.png

Enter a description for your new genealogy and click Finish.

en-create-4.png

Ancestris will then ask you for the location and file name to save your genealogy information.

en-create-5.png

As you can see, the information is directly saved as a Gedcom file. Gedcom files have the extension ".ged".

Press Create to save. That's it.

Ancestris will now show a genealogy tree in the dynamic tree view. This tree is made up of one person only: you.

On the right hand side, the Cygnus editor is also opened. It shows the individual information details of the person currently selected in the tree.

en-create-6.png

Using the Cygnus editor, you can now complete the missing information, e.g. your birth date and place for instance.

Add a photograph of yourself by clicking in the respective area.

Add other names if necessary.

When finished, in order to save the changes made, click on the OK button that will appear at the bottom right corner, as soon as you change your data in the editor.

Adopt best practices

If you keep on adding people, very soon you will reach hundreds of records: individuals, families, etc.

We recommend you to immediately adopt a consistent and harmonised way to write the frequently used information, such as:

  • surnames (1st letter uppercase or not)
  • occupation descriptions
  • witnesses (use husband's uncle rather than Peter's uncle) to avoid repeating names
  • place names (old spelling or new spelling ?)
  • etc.

Also, if you have your birth certificate at hand, document it now as a source, and as comprehensively as possible. Ancestris is very good at keeping all detailed information.

Create your parents

Creating parent can be done either from the dynamic tree view or from the Cygnus editor.

From the tree, right click the desired individual.

en-create-add-father-tree.png

From Cygnus, we use the buttons for new parents. This is a faster method. The "Father" button is at the top left on the Cygnus editor.

en-create-add-father-cygnus.png

In either case, you get two more boxes on the tree, above your own: your parents. Your father is created, but only a placeholder is visible for your mother. The entity corresponding to her is not yet created.

Ancestris default settings create only one parent at a time. It could be interesting to try and create both. To do so, go to preferences, using the main menu Options / Preferences / Editing, or click on  Preferences_bouton.png  at the top right of the main window.

In the preferences, select the Editing panel, and check the option Automatically create both spouses when adding a parent.

On the father's box, the family name is automatically derived from the individual from which the father was created.

On the Cygnus editor, enter your father's information (name, date and place of birth, etc.). Click the OK button once done, to save the data.

To create the mother, whether right click on the individual and choose Add a spouse or click the corresponding button on the Cygnus editor, or right click your own box and choose Add a mother.

Create your close relatives

Next you can create your brothers and sisters, your wife and children, etc. in the same manner.

If you make a mistake, it is always possible to correct the information directly or simply undo the creation of the new individual by clicking on Undo button on the toolbar and start over.

Once you have created all the individuals of your close family, just click on your box to return to yourself.

Add information about your family

Let's suppose you want to enter your parents wedding date.

Click on the family box, the one between yours and your parents's. It is box number F00001 on the Dynamic tree view below.

In Cygnus, you will see your father's information, and Cygnus will select the nuclear family he constitutes with your mother.

From there, click on the "Marriage" button on the Cygnus editor. The marriage event is created. Indicate the type of marriage (for example : Religious), enter the date and place, if known.

Click OK and that's it. Here is the result:

en-create-family-nucleus.png

This is the current tree:

en-create-family-tree.png

Let's now generate the Sosa numbering for this 3 people family.

Right click on the box representing yourself and choose "Manage Sosa / d'Aboville numbering". A window will open. Just click OK and the Sosa numbering will be created like the following: number 1 for yourself, 2 for your father and 3 for your mother. G1 and G2 codes are the generation numbers.

You should now have something similar to the view below, where the Sosa numbering is visible on every box at the top right corner, above the identification numbers.

en-create-family-tree-sosa.png

This first tree is now finished. Save it on disk by clicking  button_Save.png  on the toolbar.

You can now close your genealogy file by clicking the red cross on the toolbar.

If you hadn't saved your data before, a window would have  poped-up, asking you to save the file.

We will then see the Welcome page again, since it is now the only one opened.

From there, your genealogy will show on the "My Ancestris" tab of the Welcome panel, and at the top left on the section "Last opened genealogies".

From then on, you will probably adopt the habit of opening your genealogy from the Welcome panel.

 

 

You are now ready to take advantage of all the other features of Ancestris. The other chapters of this book will help you do so.

We wish you all the best.

 

 

 

Ancestris entdecken

Migrate your genealogy to Ancestris

Migrating to Ancestris simply consists in opening a Gedcom file created by another software.

The expressions « Migrate to Ancestris » and « Import a genealogy file to Ancestris » means exactly the same thing.

There is a slight difference which is not relevant here: a migration assumes that this import is done only once for a user. Importing is an operation that a user would repeat several times.

A migration implies two issues:

  1. Forego the software you are currently using and learn another one
  2. Recover all your data during the transition process.

The first issue can be overcome easily. It is just a matter of getting used to Ancestris and its interface : 'What is the name of that action?', 'Where is that thing again ?', 'How do we do that?', and so on. After a few hours using it, and that is it!

On the other hand, recovering all your data at the same place could be much harder to manage depending on your current software.

Ancestris is here to make it easy for you.

 

What you should know before importing

Ancestris is able to read any file in Gedcom format. This format is an international standard for information exchange between genealogy software.

So transfering your data could be very easy if your current software did its job perfectly.

However, many programs do not scrupulously comply with this Gedcom standard: they make specific choices with the way they organise their data, which makes it later difficult to convert it to the Gedcom format. This can result in data loss during  exchanges between genealogists.

That is why Ancestris chose to be 100 % compliant with the Gedcom standard!

You might face two different situations when migrating:

Most of the software we know fall into the first situation. And because we know how these software organize their information, we have built import mechanisms which put the data back to where the Gedcom standard expects it. Ancestris will recover all data read. You can later see 100% of this data. Nothing is hidden.

As a result, the migration to Ancestris takes three steps:
  1. The export step. From your current software, export ALL your data in Gedcom format. This means the software has to convert the original data to the Gedcom standard, creating a file with the extension .ged. Any good genealogy software should be able to do this, with the variations mentioned above.
  2. The import step. From Ancestris, open the resulting Gedcom file (Menu/File/Open). Ancestris will automatically detect what software created the file and apply some necessary corrections if it knows this software.
  3. The check step. From Ancestris, control the result. Ancestris cannot correct all anomalies, but will most certainly eliminate most of them. You will have to check if some anomalies remain, where the data has been placed and potentially make some fixes manually. If some data is missing from the original file, you will have to make sure you have not omitted some export settings. Otherwise, you will have no choice but to re-enter any missing information once the genealogy is loaded in Ancestris.

 

Importing your genealogy

During the guided tour, you have seen the Bourbon genealogy. Let's close it and import your genealogy now.

To close bourbon.ged, click on the red cross on the toolbar when any Bourbon window is active.

In this import process, we assume here that you have already performed step 1, the export step : that is to export a Gedcom file from your existing software.

So now, from the Ancestris Welcome page, click on Migrate your genealogy to Ancestris or, from the menu bar, File, click  Open a genealogy.

Ancestris then asks you for the name of the Gedcom file to import. Choose it and click Open.

A first message tells you that Ancestris has detected a Gedcom file from another software. In the message below, Ancestris didn't recognise the software, because I don't know yours, but Ancestris knows how to recognise the following software, listed in alphabetical order.

Ancestris will then explain you what is going to happen. Click Convert in order to fix known issues.

en-migrate-1.png

 

Now, the exported file is processed following the steps below. Ancestris tells you that your file has been transformed and renamed to preserve the original copy. The transformed file will then be opened in Ancestris. The original file is preserved.

en-migrate-2.png

When completed, Ancestris displays the message below with the result of the conversion. It also allows you to see the changes made. Click 'Yes' to see them, click 'No' to close this message box.

en-migrate-3.png

If you want to see the list of these modifications afterwards, you just have to open the Output window, via Main menu / Windows  /Output.

At the bottom of this page we have listed specific software issues identified by Ancestris users during migration that we have not been able to automatically fix. Check your software's paragraph for more details if it exists.

Controlling the migrated data

Once Ancestris opens the converted file, let us perform some checks, including those reported at the bottom of the previous message, namely:

  1. Has all my original data been transferred to the new file?
  2. Were the multimedia files stored correctly?
  3. Are there any data or format anomalies detected by Ancestris that I need to correct?

Checking the data

There are two ways of losing data during the import:

  1. Either the data was not transferred to the Gedcom file produced by your existing software,
  2. Or the data has been transferred, but it is not in the expected location in the Ancestris file.

Only you can perform these two checks visually.

The first control is to open your exported Gedcom file before conversion by Ancestris, with a text editor. Explore some entities and see if everything is there by visually checking with your original software.

The second control is to look at your new Ancestris file using the Gedcom editor. Take a look at entities likely to have very well known information, and see how it is organised and displayed. Since the same types of information were placed in the same places, this will give you an idea of the conversions made. Use the Output window result to help you with this as well (menu Windows/Output).

Checking multimedia files

File names of the multimedia files used by your genealogy are referenced in 'FILE' lines of the Gedcom file.

If media files are not visible anymore but still present on your disk, Ancestris will be able to link them back. To do this, go to  File/Properties menu to launch the wizard. Please refer to the corresponding Media section of this tool for more help.

Checking anomalies

Even after convertion, some data might still not respect the Gedcom standard. It can be the case when data is invalid, wrongly placed or missing. Of course, Ancestris cannot invent data that was not there.

Since Ancestris does not delete anything from the original file, but does not complete missing data either, compliance with the Gedcom standard may remain imperfect.

More, the genealogical data itself may contain inconsistencies.

This check can be performed using the Menu / Tools / Validate Gedcom compliance and data consistency. Please refer to the validation tool for more information.

Each anomaly is listed and can be corrected. It is best to do it with the Gedcom editor, because it is the most transparent editor on the information contained in the Gedcom file. Please refer to the Gedcom editor for more information.

Modifying or adding information

Once imported and the checks carried out, your genealogy is ready to be enriched. You can add other individuals or modify or add information.

To do this, choose an individual without parents from your family tree by clicking on it, and see how to create parents and siblings for him by referring to the previous page Create your genealogy for instance.

 

Issues identified by other users after importing

For all software recognised by Ancestris, we already performed most appropriate conversions, and you should not encounter any issues, unless there have been changes since our work.

For others unknown issues, we welcome your opinion. We will write them down below for the benefit of all users, while waiting to be able to make the corresponding conversion developments if possible.

We can only fix problems if they are reported by users. Participate in enhancing Ancestris by reporting issues to us on the discussion list.

 

Migrating from Genealogie.com

The files generated by the site genealogie.com do not have information relative to the submitter/researcher. Such indication is mandatory to comply with the standard.

Ancestris solution: create the information after the import process from the menu File/Properties and update the author.

 

Migrating from LifeLines

With the default settings, LifeLines does not export information relative to the submitter/researcher. Such indication is mandatory to comply with the standard.

Ancestris solution: create the information after the import process from the menu File/Properties and update the author.

 

Migrating from Family Tree Builder

Family Tree Builder (FTB) generates several proprietary tags that clog the file, rendering it less clear.

Ancestris solution: remove the useless tags from the Menu / Edit / Delete.