Difference between revisions of "RootsMagic 8:Introduction"

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Navigation: [[RootsMagic_8:RootsMagic_8|RootsMagic 8]] > [[RootsMagic_8:Getting_Started|Getting Started]] >
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Navigation: <u>[[RootsMagic_8:RootsMagic_8|RootsMagic 8]]</u> > <u>[[RootsMagic_8:Getting_Started|Getting Started]]</u> >
 
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== How to get started ==
 
== How to get started ==
* See Getting Help for details on using this help and getting more information about RootsMagic.
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* <u>[[RM8:Download_and_Install|Download and install RootsMagic 8]]</u>
* Review the section [[RM8:The_RootsMagic_Interface|The RootsMagic Interface]] to familiarize yourself with the program.
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* Review the section <u>[[RM8:The_RootsMagic_Interface|The RootsMagic Interface]]</u> to familiarize yourself with the program.
* If you are importing data from other programs (like RootsMagic 1-7, GEDCOM, PAF, Legacy, FTM, TMG, or Family Origins) see the topic [[RootsMagic_8:Importing_Data#Import File|Importing Files]].
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* If you are importing data from other programs (like RootsMagic 1-7, GEDCOM, PAF, Legacy, FTM, TMG, or Family Origins) see the topic <u>[[RootsMagic_8:Importing_Data#Import File|Importing Files]]</u>.
* See [[RootsMagic_8:Settings_Page|Setting up RootsMagic Your Way]] for setting database and program options
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* See <u>[[RootsMagic_8:Settings_Page|Setting up RootsMagic Your Way]]</u> for setting database and program options
  
 
When you exit RootsMagic, you are prompted to backup the current database or all open databases.  However, if you close a database from within RootsMagic, the program does not automatically backup the database before closing it. Therefore, before you close a database from within RootsMagic, you must initiate the backup yourself by selecting "File, Backup" from the main menu, if you want to create a backup (and you should.)
 
When you exit RootsMagic, you are prompted to backup the current database or all open databases.  However, if you close a database from within RootsMagic, the program does not automatically backup the database before closing it. Therefore, before you close a database from within RootsMagic, you must initiate the backup yourself by selecting "File, Backup" from the main menu, if you want to create a backup (and you should.)
  
== Learning more ==
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==The Basics – Working with databases==
* See Using RootsMagic for a list of topics grouped in broad categories.
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* <u>[[RM8:Creating_a_New_Database|Creating a new database]]</u>
* See [[RootsMagic_8:Tools|Tools]] for a list of tools to help you get more out of RootsMagic
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* <u>[[RM8:Open_an_Existing_Database|Opening a database]]</u>
* See LDS Features for a list of features geared towards the LDS community
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* <u>[[RM8:Move_or_Rename_a_Database|Renaming a database]]</u>
* See the [[RootsMagic_8:Working_With_People|Working With People]] section for detailed instructions on adding, editing, unlinking, and deleting people to/from your RootsMagic database.
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* <u>[[RM8:Deleting_a_Database|Deleting a database]]</u>
* See the [[RootsMagic_8:Working_With_Facts|Working With Facts]] section for detailed instructions on adding, editing, and sharing facts, as well creating default sentences and customizing individual sentences.
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* <u>[[RM8:Copying_a_Database|Copying a database]]</u>
* See the [[RootsMagic_8:Working_With_Places|Working With Places]] section for detailed instructions on using Places and Place Details.
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* <u>[[RM8:Database_Tools|Database Tools]]</u>
* See the Working with Notes section for detailed instructions on using notes.
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* <u>[[RM8:Backing_Up_a_Database|Backing up a database]]</u>
* See the [[RootsMagic_8:Working_With_Sources|Sources]] and [[RootsMagic_8:Working_With_Addresses_and_Repositories|Addresses and Repositories]] section for detailed instructions on adding source documentation to support your facts that you enter into your RootsMagic database.
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* <u>[[RM8:Dragging_and_Dropping_People|Copying people between databases]]</u>
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==The Display – What everything on the screen is for==
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* <u>[[RM8:The_RootsMagic_Interface|Main screen]]</u>
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* <u>[[RM8:Home_Page|Home Page]]</u>
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* <u>[[RM8:Files_Page|File Page]]</u>
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* <u>[[RM8:People_Page|People Page]]</u>
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* <u>[[RM8:Places_Page|Places Page]]</u>
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* <u>[[RM8:Sources_Page|Sources Page]]</u>
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* <u>[[RM8:Media_Page|Media Page]]</u>
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* <u>[[RM8:Tasks_Page|Tasks Page]]</u>
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* <u>[[RM8:Addresses_Page|Addresses Page]]</u>
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* <u>[[RM8:Publish_Page|Publish Page]]</u>
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* <u>[[RM8:Settings_Page|Settings Page]]</u>
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==People – Adding, editing, and manipulating them==
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* <u>[[RM8:Adding_People|Adding people to your database]]</u>
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* <u>[[RM8:Editing_a_Person|Editing people]]</u>
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* <u>[[RM8:Deleting_People|Deleting people]]</u>
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* <u>[[RM8:Unlinking_People|Unlinking people]]</u>
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* <u>[[RM8:Arranging_Spouses|Arranging the order of spouses]]</u>
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* <u>[[RM8:Arranging_Children|Arranging the order of children]]</u>
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* <u>[[RM8:Swapping_Husband_and_Wife|Swapping spouses]]</u>
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==Searching – How to find people and other information==
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* <u>[[RM8:RootsMagic_Explorer|RootsMagic Explorer]]</u>
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* <u>[[RM8:Couple_List_View|Family list]]</u>
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* <u>[[RM8:Find_Everywhere|Find Everywhere]]</u>
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* <u>[[RM8:Bookmarks_View|Bookmarks]]</u>
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* <u>[[RM8:History_View|History]]</u>
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* <u>[[RM8:WebSearch|WebSearch]]</u>
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==Sources – Documenting your information==
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* <u>[[RM8:Working_With_Sources|Sources]]</u>
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* <u>[[RM8:Sources_Page|Source list]]</u>
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* <u>[[RM8:Source_Templates|Creating Source templates]]</u>
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==Pictures – Working with multimedia==
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* <u>[[RM8:Working_With_Media|Media]]</u>
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* <u>[[RM8:Editing_Media Items|Editing Media]]</u>
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==Printing – Creating reports, lists, and charts==
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* <u>[[RM8:Charts_(Reports)#Pedigree_chart|Pedigree chart]]</u>
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* <u>[[RM8:Form_Reports#Family_Group_Sheet|Family group sheet]]</u>
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* <u>[[RM8:Narrative_Reports|Narrative reports]]</u>
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* <u>[[RM8:Charts_(Reports)#Box_chart|Box chart reports]]</u>
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* <u>[[RM8:Form_Reports#Individual_summary|Individual summary]]</u>
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* <u>[[RM8:List_Reports|Lists]]</u>
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* <u>[[RM8:Charts_(Large format)|Wall charts]]</u>
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* <u>[[RM8:Charts_(Reports)#Relationship_chart|Relationship chart]]</u>
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* <u>[[RM8:Form_Reports#Calendar|Calendar]]</u>
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* <u>[[RM8:Labels|Address Labels]]</u>
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==Lists==
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* <u>[[RM8:List_Reports#Address_List|Address list]]</u>
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* <u>[[RM8:List_Reports#Ahnentafel|Ahnentafel]]</u>
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* <u>[[RM8:List_Reports#Birthday_and_Anniversary_List|Birthday and Anniversary list]]</u>
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* <u>[[RM8:List_Reports#Descendant_List|Descendant list]]</u>
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* <u>[[RM8:List_Reports#Duplicate_List|Duplicate list]]</u>
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* <u>[[RM8:List_Reports#Fact_List|Fact type list]]</u>
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* <u>[[RM8:List_Reports#Individual_List|Individual list]]</u>
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* <u>[[RM8:List_Reports#Kinship_List|Kinship list]]</u>
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* <u>[[RM8:List_Reports#LDS_List|LDS list]]</u>
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* <u>[[RM8:List_Reports#Marriage_List|Marriage list]]</u>
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* <u>[[RM8:List_Reports#Multimedia_List|Multimedia list]]</u>
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* <u>[[RM8:List_Reports#Place_List|Place list]]</u>
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* <u>[[RM8:Research_Reports#Repository_List|Repository list]]</u>
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* <u>[[RM8:Research_Reports#Source_List|Source list]]</u>
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* <u>[[RM8:Research_Reports#Task_List|Task list]]</u>
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* <u>[[RM8:List_Reports#Timeline_List|Timeline list]]</u>
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==Sharing data – Transferring data between different programs==
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* <u>[[RM8:Importing_Data|Importing files from other programs]]</u>
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* <u>[[RM8:Importing_Data|Importing a GEDCOM file]]</u>
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* <u>[[RM8:Exporting_Data|Creating a GEDCOM file]]</u>
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==Tools==
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* <u>[[RM8:Problem_Search|Find problems in your data]]</u>
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* <u>[[RM8:Calculators|Date calculator]]</u>
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* <u>[[RM8:Calculators#Relationship_Calculator|Relationship calculator]]</u>
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* <u>[[RM8:Calculators#Soundex_Calculator|Soundex calculator]]</u>
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* <u>[[RM8:Search_and_Replace|Search and replace]]</u>
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* <u>[[RM8:Counting_Trees|Count trees in database]]</u>
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* <u>[[RM8:DataClean|DataClean]]</u>
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==Research Tools==
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* <u>[[RM8:Tasks_Page|Task List]]</u>
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* <u>[[RM8:Tasks_Page#Folders|Research Logs]]</u>
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* <u>[[RM8:Research_Reports#Research_Notes|Research Notes Report]]</u>
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* <u>[[RM8:WebTags|Tagging people, sources, etc. to online websites]]</u>
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* <u>[[RM8:Ancestry_TreeShare|Ancestry TreeShare]]</u>
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* <u>[[RM8:WebHints|WebHints]]</u>
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 +
==Other features==
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* <u>[[RM8:Publishing_a_Website|Publishing your family online]]</u>
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* <u>[[RM8:Settings_Page|Setting program options]]</u>
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* <u>[[RM8:Merging_Duplicate_People|Merging duplicate people]]</u>
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==LDS Support==
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* <u>[[RM8:LDS_Features|Entering LDS information]]</u>
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* <u>[[RM8:List_Reports#LDS_List|Printing LDS information]]</u>
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* <u>[[RM8:FamilySearch_Central|Accessing FamilySearch Central]]</u>
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* <u>[[RM8:Find_Matches_on_FamilySearch|Finding Matches on FamilySearch]]</u>
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* <u>[[RM8:FamilySearch_Ordinances|Viewing and reserving ordinances]]</u>
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* <u>[[RM8:Share_Data_with_FamilySearch|Copying info between RootsMagic and FamilySearch]]</u>

Latest revision as of 21:40, 15 October 2021

Navigation: RootsMagic 8 > Getting Started >


The topics in this section provide some basic information about Rootsmagic, what it is for, and what you can do with it.

How to get started

When you exit RootsMagic, you are prompted to backup the current database or all open databases. However, if you close a database from within RootsMagic, the program does not automatically backup the database before closing it. Therefore, before you close a database from within RootsMagic, you must initiate the backup yourself by selecting "File, Backup" from the main menu, if you want to create a backup (and you should.)

The Basics – Working with databases

The Display – What everything on the screen is for

People – Adding, editing, and manipulating them

Searching – How to find people and other information

Sources – Documenting your information

Pictures – Working with multimedia

Printing – Creating reports, lists, and charts

Lists

Sharing data – Transferring data between different programs

Tools

Research Tools

Other features

LDS Support