What to do if something goes wrong in Heredis?

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What to do if something goes wrong in Heredis?

Like with any other software, a technical issue may arise. To be prepared for such an event, we advise that you save your work on a regular basis.

How to back up your work:
• Click on the File menu then on (Mac) Save As or (PC) Save a Copy or click on the File menu then Sync via USB
• Make sure you keep this backup on an external hard drive, a cloud, a USB key, or, even better, on the Heredis Online servers (if you have subscribed to Heredis Premium).

Resetting your application preferences might be an easy way to solve potential anomalies.
There are two modes you can use to reset your preferences: Simple Mode and Comprehensive Mode.

Reset – Simple Mode:

1. In Windows

  • Before opening Heredis, press and hold the CTRL key on your keyboard.
  • Click on the Heredis icon to launch the software (still holding the CTRL key down).
  • Heredis is launching; once it is open, release the CTRL key and validate Clear Preferences.
  • What will be reset:
    o Columns and window sizes in reports, indexes, ranking of panels/search windows.
    o Sorting preferences
    o All connections: Heredis Online and FamilySearch
    o Default toolbar
    o Sheets and Books options
    o All options for the Slideshow
    o Family Tree Mapping
    o Dashboard General Options
    o Heredis theme
    o License activation

2. On Mac

  • Before opening Heredis, press and hold the ALT key on your keyboard.
  • Click on the Heredis icon to launch the software (still holding the ALT key down)
  • Heredis is launched; once it is open, release the ALT key.
  • What will be reset:
    o Columns and window sizes in reports, indexes, ranking of panels/search windows.
    o Sorting preferences
    o All connections: Heredis Online and FamilySearch
    o Default toolbar (displayed again)
    o Books and Sheets options
    o All options for the Slideshow
    o Family Tree Mapping
    o Dashboard General Options
    o Heredis theme
    o Most recent files list
    o License activation

Reinitialize – Comprehensive Mode:

3. In Windows

  • Before opening Heredis, press and hold the ALT and SHIFT keys on your keyboard.
  • Click on the Heredis icon to launch the software (still holding the CTRL and SHIFT keys down).
  • Heredis launches; once it is open, release the CTRL and SHIFT keys and validate the resetting of your preferences.
  • What will be reset:
    o All preferences reset in Simple Mode
    o Genealogical preferences in term of consistency, data entry…
    o The license activation
    o Sync and sharing history

4. On Mac

  • Before opening Heredis, press and hold the ALT and SHIFT keys on your keyboard.
  • Click on the Heredis icon to launch the software (still holding the CTRL and SHIFT keys down).
  • Heredis launches; once it is open, release the ALT and SHIFT keys
  • What will be reinitialized:
    o All preferences reset in Simple Mode
    o Genealogical preferences in term of consistency, data entry…
    o The license activation
    o Sync and sharing history

In case of problems and the reset doesn’t work

Heredis needs an internet connexion to activate your licence. Often, firewalls and antiviruses are too uncompromising and block Heredis. It can provoque white pages while trying to activate Heredis’ licence, blocking the installation of the software…

Check that the antivirus/firewall installed on your computer or embedded in your internet box does not block Heredis. If so desactivate it while installing Heredis and autorize Heredis to access the network, tell those software that Heredis is trustworthy.