Version 4.1 Upgrade

This is a free upgrade for version 4 users only

Calico Pie have announced the forthcoming release of version 4.1 which will be available as a free upgrade to version 4 users only. Version 4 users can install and try out the latest release candidate now. This upgrade will not work if you do not have version 4.

To learn more, see What’s New in Version 4.1; below.

Users of version 3 who wish to upgrade to version 4 may purchase an upgrade CD. Version 2 users or earlier will need to purchase the complete program; see above.

The download file is ‘upgrade_fh4_to_4.1.1.exe’ (16.6 MB).
Click here to download it to your PC.

Save the file to your hard disk and then run it. We recommend saving the file to ‘Desktop’. After saving, the installation program will appear on the screen desktop and you can double-click it to run it. You may be asked to restart your computer after the upgrade.

Some users may be required to re-enter their licence key details for version 4 as part of the upgrade. If you are asked to supply a licence name as well as a key, leave the former box blank if you don’t have one. You will have one if you bought version 4 as a download, or as a download upgrade, but not otherwise.

What’s New in Version 4.1?

New Menu Commands for Working with Projects

• Default Project makes a project the default (to be opened automatically when FH is first started).
• View Public Subfolder opens the project’s Public subfolder. When you save a chart as a picture file, or as a PDF file, or when you create a website or family tree CD, or save a report or query as a file of some kind all such items are saved to the Public subfolder by default, making them easy to find.
• Copy Project copies an entire project folder to a specified location.
• Delete Project deletes an entire project folder. Lists all files to be deleted, and requires confirmation.
• Rename Project for renaming a project.
• All the above menu commands are available both when you click on the ‘More Tasks’ button on the Project Window, or when you right-click on a project. The old ‘Project Properties’ menu command has been removed.

Other Changes to Projects and the Project Window

• Double-clicking on Family Historian Project files, or on GEDCOM files (e.g. on the Desktop or in Windows Explorer) now works correctly; FH recognises GEDCOM files that are part of a project and loads them as such.
• If you specify a project name that ends in a dot, when you create a new project or rename an old one, the final dot is removed.
• If the Property Box is floating, it is now hidden when the Project Window is open so that the screen doesn’t look untidy.

PDFs

• Support for PDFs has been improved and made more robust
• Ribbon lines connecting duplicate boxes in charts and diagrams could bend the wrong way or be truncated in certain circumstances. Now fixed.
• On 64-bit versions of Windows, the PDF dialog box sometimes appeared behind the main application window. Now fixed.
• In some cases, PDFs saved from query result sets were being saved in portrait format, even if the page setup was landscape. Now fixed.
• The size of PDFs is limited to 128? width and height. The Help used to say that you could save PDFs up to 200?. That was incorrect and the Help has now been changed accordingly.

Pictures and Thumbnails

• These now update automatically in all contexts (Focus Window, Diagrams, Property Box, Reports, Multimedia Window, etc) if you change a file link (‘manually’ in the Property Box for a Multimedia record, or by using Work with External File Links), or if you move or resize a ‘frame’.
• Thumbnail loading has been improved and made more robust. If a thumbnail cannot be loaded, it will be displayed with a cross over it in all contexts (previously this was not done in the Focus Window)
• If pictures can’t be loaded, both the content and layout of the error message (where used) has been improved.

Focus Window

• Thumbnail-handling has been improved (see Pictures and Thumbnails above)
• The Focus Window now correctly saves the ’script’ (e.g. Central European) for fonts between sessions
• Previously the Undo/Redo buttons on the Focus Window would be greyed immediately after any record was deleted which meant that the instructions on p.8 of the book “Getting the Most From Family Historian 4? did not work. Now the Undo/Redo buttons are more robust and the instructions do work.
• The Focus Window now closes automatically when you close a project, if your startup window is the Records Window.

Property Box

• When you open the Property Box it now automatically checks whether it’s on-screen and moves itself on-screen if it isn’t
• Marriage events and birth events for children now show correctly on the Fact tab of Property Box even if their date and place are blank
• Family Historian will no longer allow you to attempt to delete a record by deleting the first row in the ‘All’ tab of the Property Box
• The Property Box now automatically updates, in all circumstances, when you change its colours.
• If you customized the Property Box for Source records, to add a Multimedia control, and then opened the ‘Select’ item for this control, the ‘New’ button in the dialog that appears did nothing . Now it allows you to add a multimedia object.
• Undo/Redo ordering of changes to the preference order of pictures now works correctly.
• It used to be possible to crash FH by following these steps: Select the Notes tab for an individual, click the Add Note button, select "Add link to Note Record"", click OK, click the New" button. Back in the Notes tab, immediately (before entering any text) click the button with the white triangle (Go to Record). A fatal error would occur. This has now been fixed.
• If you entered a marriage date in the Property Box for someone who has no spouse recorded, the marriage date could disappear. Now fixed.
• The child count on the Main tab of the Property Box, for Individuals, did not always update immediately when children are added. Now fixed.
• Now get more descriptive information for the Undo/Redo menu commands when you delete a Fact.
• FH now remembers the last-used folder for icons (features in the Boxes tab), within the current project session. This resets if you change project.
• "List in Order" tooltip on Property Box Facts tab toolbar, has been changed to "List in Record Order".
• The Property Box Facts tab now remembers the setting of "Show Birth/Adoption of Children" between sessions
• When you click on a Go To Record button on the Property Box, or use Go Back/Go Forward, or activate a tab, FH will still let the focus go to the first field; but it will no longer select the text in that field.

Charts and Diagrams

• If you inserted a picture into a diagram, if the picture format did not store size information for the picture, its size in the chart would initially be huge. Now fixed.
• Cursor keys now work as you would expect in all orientations
• FH now displays actual expression used with Expression conditions, in the Box tab of Diagram Options.
• Conditional expressions involving record flags were not always saved correctly in custom diagrams " now fixed.
• Ancestral dotted Lines in All Relatives charts now always appear correctly in all contexts and all orientations.
• If you used ‘Shift Siblings’ to change the order of siblings in the first row of a chart, the change could sometimes be reversed the next time you made a data change, or reloaded a chart. Now fixed.
• If you opened Page Setup when viewing a diagram and then clicked OK without changing anything, the page position would change. Now fixed.

Reports, Websites & Family Tree CDs

• You no longer get duplicate entries in narrative reports if a given ancestor or descendant occurs more than once.
• Some improvements to the contents of the CSS style file, generated for websites.
• Private text is text in Note fields in doubled square brackets like this: [[secret text]]. Previously unticking the option ‘Inc. [] Notes’ prevented private text from appearing in reports and generated websites and CDs, unless the text occurred in notes for Citations and Sources. Now the scope of the ‘Inc. [] Notes’ option has been extended to cover these notes too, and the Help for this option has been improved to make it clearer what it does and does not apply to.

Records Window

• If you opt to display the Records Window at startup instead of the Focus Window, the ‘Lists’ menu now appears on the main menu bar.
• The number of individuals and families in the file shown at the bottom of the Records Window could sometimes be one out after opening a saved chart. Now fixed.
• It used not to be possible to tab out of a Format field in a Multimedia record in the Records Window. Now fixed.
• The Data subfield for a Source now shows "Data recorded 26 January 1998? rather than "Data recorded in 26 January 1998? (i.e. ‘in’ has been removed).
• The Records Window now closes automatically when you close a project, if your startup window is the Focus Window.

Export

• A new option "Use Full File Paths for External File Links" in the Export Gedcom File dialog, converts ‘relative’ file paths to ‘absolute’ file paths when you export a GEDCOM file. This is enabled by default.
• When exporting a GEDCOM File, the default approach for saving same sex relationships is now the one most commonly-used by other genealogy programs. Also, the same sex options have been renamed and the help has been updated accordingly.

File Load/Save

• There is a new Preferences option (in the File Load/Save tab) to move invalid data into a Note field, if that’s possible. For example, Ancestry-generated GEDCOM files incorrectly put text on the same lines as the RESI (Residence) tag. This option will result in this invalid text being moved into a note for the residence fact.
• A new Preferences option (in the File Load/Save tab) enables known FTM & Ancestry extension tags to be automatically converted. Currently used with the _MREL and _FREL tags which are used to store relationship type information (Adopted, Step, etc).
• When you open a GEDCOM file, the message about the exception report, if there is one, has been simplified.
• Exception reports (following a file load with errors detected) now contain two identifiers; a ‘Gedcom Id’ and a ‘Record Number’. The reason is to ensure that you can always match an exception record to an entry within FH. FH will reuse the numeric part of the Gedcom Id if possible, but if not it will use the Record Number. The last sentence of the report tells you which to match on.

Queries & Power User Features

• Filtering in queries did not match dates ‘across calendars’; e.g. if you specifed the date using the Gregorian calendar, but had Julian dates. Still don’t have full date conversion across all calendars, but will at least handle year correctly for filtering purposes.
• If you click on Save Query Result Set As and then choose CSV, the dialog now shows the correct file format.
• In the Filter tab of the Query Window, when working with Fact queries; if you had a function that returned a data item, FH wouldn’t match a record returned by a record selection prompt. Now fixed.
• The "Contains Text" query used to lock up if you had multiple links to same Note Record. Now fixed.
• Added two new functions (FieldText and GetFieldText) which will honour qualifiers
• The ‘’ special expression (used in diagrams) previously only worked as a parameter for an Individual record type. Now works for a ‘record’ type parameter too (i.e. where record type is not specified).
• Previously you couldn’t pass a data reference to a function that took a number; so, for example =Number(%INDI.BIRT.DATE:YEAR%) would fail. Now fixed.

Miscellaneous

• FH will no longer allow a person to be related to themselves in more than one way. This will also eliminate other spurious ‘multiple relationships’ that were a consequence of the previous policy.
• Ctrl+Home for Go to File Root (Edit menu) should have been Alt+Home. Now fixed.
• When determining how closely two people are related, blood relationships are now given a slightly higher weighting (i.e. as compared to non-blood relationships) than before.
• In certain circumstances, even after re-ordering out-of-sequence data in a record, FH would report that the record still contained out-of-sequence data if you tried to re-order it again – and the sorting would change the position of items of data in the record. Now fixed.
• The list of flags displayed unsorted in dropdown menus, in some contexts. Now fixed.
• You are no longer allowed to select a non-existent backup folder in the Preferences dialog box.
• In project mode, if you edit a file link, FH now automatically converts relative file paths (that is, to files in the Media subfolder) so that the File Dialog works OK.
• If you deleted the File Root, when you used Undo to restore it again, nobody would be shown as being related to the File Root (until you refreshed). Now fixed.
• Various changes to the Insert Picture File dialog, to make it more robust. Also, the status of the Preview checkbox is now remembered throughout the current session.
• Various errors corrected in the Help, and in the book "Getting the Most From Family Historian 4?".
• If you try to open a zip file using the Open Gedcom File command, FH will now suggest you use the Restore command.
• Tidied up messages and information relating to the Work with External File Links dialog (e.g. Undo menu command text, and/or error messages).

Further Changes in 4.1.1 (since 4.1.0)

• Private Notes (that is text in notes in [[double brackets]]): Some remaining issues in this area (both with regard to reports and export) were found in 4.1.0 and have now been addressed. The help in this area has been improved still further.
• The ‘Events Recorded’ subfield (under ‘Data’) in Source records did not allow you to select multiple event types. It now does.
• The ‘Role in Event’ subfield for source citations (under ‘Event Type Responsible’) forced you to select from a dropdown list. You can now type in your own value if you wish.
• In some circumstances, invalid data in a field in a GEDCOM file was not being correctly logged. This has now been fixed.
• The ‘Place’ subfield for ‘Events Recorded’ did not auto-complete, and it did not have a button to open the master ‘Place List’. It now does.
• The Multimedia report did not have excluding private notes as the default option. It now is the default.
• Clicking on any menu now automatically closes any edit boxes open in the Records Window.
• With queries, there are menu commands to set or clear flags on result set records. The dropdown list of flags was not previously sorted in alphabetic order. It now is.
• More minor corrections to the Help.

Overview

Click here for reviews of Family Historian (including screenshots).

Family Historian is a new kind of family tree program, with a new and different design philosophy. It was launched at the Society of Genealogists Family History Fair at Westminster, London in May 2002. To find out more about Family Historian read the reviews including that published in Family Tree Magazine (May 2002) by genealogy software expert John Hanson, and discover why he believes that "there is a lot that ... makes this program stand out from the rest".

Family Historian has several unique features that are really powerful and user-friendly. For example, add people to your database by simply clicking and dragging away (up, sideways or down) from an existing person in a tree. That's right, data entry in the trees themselves, just as you would on paper!

Family Historian comes with a 48 page Quick Start Tutorial in the box, to get you started using the program. It also comes with a 141 page User Manual in the form of an Adobe Acrobat document which is installed when you install Family Historian. You can print this yourself if you wish, or read it online. The User Manual is a complete and comprehensive document that takes you through all of Family Historian's extensive functionality. Its philosophy is that the best way to learn is by example, so each chapter can be worked through as a little tutorial in its own right, if you wish. In addition to the Quick Start Tutorial and the User Manual, there is also extensive, context-sensitive Online Help. We, TWR Computing, provide our customers with free unlimited support and advice by telephone and e-mail, normally 8am to 8pm 7 days a week. There is also an excellent e-mail discussion list devoted to Family Historian, including participation from the author of Family Historian himself!

New features in Family Historian 3.0

Website Creation and Other Internet Features

• A new website creation feature allows you to create wonderful websites using Family Historian's powerful report engine and picture-handling functionality, to generate superb web pages
• Extensive configuration options give you an unprecedented level of control over the generated web site - or you can simply accept the Family Historian defaults
• Extensive configuration options give you an unprecedented level of control over the generated web site - or you can simply accept the Family Historian defaults
• Use the 'Private' record flag to exclude some individuals altogether, or use the 'Living' record flag to hide all but the basic details (name, sex, and family relationships)
• A new 'Internet Search' feature allows you to search for information about Individuals across the Internet

New features in Family Historian 3.1.2

• You can now specify the size of margin to leave around diagrams when saving a whole diagram in Enhanced Metafile Format (EMF). Also, the problems that some users experienced when saving diagrams in Enhanced Metafile Format have now been fixed.
• Now, if you have Windows XP or later, you can access the contents of Family Historian's backup (zip) files using Windows Explorer.

New features in Family Historian 3.1.1

• Some GEDCOM files downloaded from Ancestry have been found to contain bad or missing family relationship links (i.e. the links were incorrectly set up and did not conform to GEDCOM requirements). In the past, Family Historian resolved this problem by simply removing the bad links during validation (i.e. when the file was loaded, or you used the Validate command on the File menu). However, this has meant that users have then had to manually re-enter the missing family relationship information from information provided in a report. Now, in 3.1.1, Family Historian will resolve the problem of the bad links by automatically repairing them, instead of removing them
• Sundry minor enhancements and bug fixes

New features in Family Historian 3.1

1. New Support for 'File Root'

• You can now optionally make any individual a 'File Root'.
• There is a new column 'Relationship to Root' which is listed in the Configure Columns Dialog for the Records Window. This column is enabled by default. It shows how all Individuals in the file are related to the file root, and it is updated instantly and automatically as relationships change.
• When editing diagram text schemes in the 'Edit Text Scheme' dialog, there is a new item 'Relationship to File Root' that can be added to any text scheme.
• The File Root can be set from the File Root submenu, which is accessible from the Edit menu.