Servant Keeper 8 is made up of 2 parts:

  • Servant Keeper 8 database - holds all of the keyed information
  • Servant Keeper 8 program - holds all of the files used to run SK

When installing the Servant Keeper 8 program on a single PC (on Windows Vista, 7, 8, or 10),  the program, by default, will be installed in the Program Files(x86) folder on the C: drive. The Servant Keeper 8 database does not need to be installed in the same location as the program. The database, by default, will be installed in the Public Documents folder on the C: drive. 

Follow the steps below to guide you through installing Servant Keeper 8 on your computer and creating a new Local database.

  1. Open the installation email and click on the Servant Keeper 8 installation link.

  2. When asked to "Run" or "Save" the file, click "Run" and the installation program will begin to run.

    NOTE: Depending on the browser you are using, your options to run the installer may vary. If you are unsure of how to download the setup on your computer, it is recommended to contact your Administrator or IT person.

  3. The first window you will see is the Servant Keeper License Agreement. (See Figure 1) Please read the agreement so that you understand the licensing of the program before continuing with the installation. If you agree with the license agreement, click the “I accept the agreement” radio button. Click the [Next] button to continue with the program installation.

    License Agreement window
    NOTE: Use the [Cancel] button at any time in the installation to stop the installation process and close the Setup.

  4. Next, you will see the Install Type window. (See Figure 2) There are 4 different installation types to choose from. For this help sheet, we will choose the first option: "Install Servant Keeper 8 with a new local database". This option will install the Servant Keeper 8 program and create a new (blank) database on your computer. Click the [Next] button to continue with the installation.

    Install Type window
  5. You will now see the Customer Information window. (See Figure 3) Enter your Servant Keeper Customer ID number, then click the [Next] button to continue with the install.

    Customer Information window

    NOTE: If you do not know your Customer ID number, click "Find your customer ID" to log in to the Support Center and find your ID number in the "Account Information" area.

  6. The next window indicates where the Servant Keeper 8 program will be installed. (See Figure 4) The Help Desk recommends keeping the default installation path. Click the [Next] button to continue.

    Select Destination Location window
    NOTE: Remember: This is the program installation step. In the next step, you can choose where to install the SK8 database. The Help Desk recommends keeping both default installation paths. If you choose to change either of the paths (not recommended), be sure to document the location(s) you selected.

  7. The next window indicates where the Servant Keeper 8 database will be installed. (See Figure 5) The Help Desk recommends keeping the default database location. Click the [Next] button to continue with the installation.

    Select the Servant Keeper Database Directory window
  8. You will now see the Ready to Install window. (See Figure 6) This window reviews all of the settings that have been made thus far in the installation process. If the information is correct, click the [Install] button to begin the installation. If you need to make any changes before continuing with the installation, use the [Back] button to go back to any of the previous steps in the Setup wizard.

    Ready to Install window
  9. A green progress bar will appear showing you the progress of your installation. (See Figure 7) When the installation is complete, it will automatically advance to the next step.

    Installing window
  10. After the installation is complete, your Servant Keeper Launcher will open. (See Figure 8) Click once on either "Membership Manager", "Contribution Manager", or "Administration Manager" to open the program.

    Servant Keeper Launcher window
  11. You will see a window telling you how many days are remaining on the Servant Keeper 8 demo and asking if you would like to register Servant Keeper. (See Figure 9) On this window, there are three options:

    • [Buy Now]: Choose this option at any time if you have not yet purchased Servant Keeper 8 and wish to do so. This option will launch the online store where you can purchase the Servant Keeper 8 program.

    • [Activate License]: Choose this option if you have purchased Servant Keeper 8 and wish to register the program. Registering the program will stop the 30 day demo countdown.

    • [Continue Demo]: Choose this option if you wish to use Servant Keeper 8 as a 30 day demo. This option will allow you to use the fully functional program for 30 days. At the end of the demo period, you would need to register and activate Servant Keeper 8 in order to continue using the program. If you are using the 30 day demo, skip to step 13 of this help sheet.

    Servant Keeper Demo window
  12. If you chose the [Activate License] option on the previous window, you will see the Register and Activate Servant Keeper window. (See Figure 10) Paste (or type) your Servant Keeper 8 Product Code on the "Product Code" line. After pasting in your Product Code, the Customer ID, Organization Name, and Email fields may auto-fill with your organization's information. If these boxes do not auto-fill, type the correct information in the boxes provided. On the "Name this installation" line, enter a name to identify the license code used on this computer. Click [Register and Activate] to complete your registration.

    Register and Activate Servant Keeper window
    NOTE: If your [Register and Activate] button is grayed out and unavailable, check to make sure you have entered your Product Code correctly and all fields are complete. Your Product Code can be found in the information you received after your Servant Keeper 8 purchase. If you cannot find your Product Code, click "Retrieve Lost Product Code" to log in to the Support Center and find your code in the "License Information" area.

  13. You will now see the Login window for the module of Servant Keeper you selected. (See Figure 11) Enter your email address on the "Email/User ID" line, then enter the password you wish to use for SK8 on the "Password" line. Press the <Enter> key on your keyboard or click [OK] to continue.

    Servant Keeper Membership Manager Login window
  14. The New User Information window will appear. (See Figure 12) On the "Name" line, enter a name for this user (this can be your name or job title). The "Name" is only used to identify the user you create, it is never used to log in. On the "Email" line, enter your email address--this is what you will use to log in.

    New User Information window
  15. On the "Password" and "Confirm Password" lines, enter the password you wish you use when logging in to the program. Passwords for Servant Keeper 8 ARE case-sensitive, must be at least 6 characters in length, and contain at least 1 number. You will know your password meets the minimum requirements when the red bar below each password field turns green and says "strong" (or "very strong"). (See Figure 13) Click [Save] to save the New User Information and add your new user.

    New User Information window showing strong password
    NOTE: You can click the "eye" symbol () next to the "Password" and "Confirm Password" field to see what is typed in each line. This feature can be especially helpful when checking to ensure the passwords on both lines match.

  16. A pop-up window will appear stating the new user was created successfully. (See Figure 14) Click [OK] to continue.

    New User Created Successfully window
  17. You will be taken back to the Login window. (See Figure 15) Enter the email address and password you created in the previous steps to log in to the program.

    Membership Manager Login window
  18. Your Servant Keeper 8 program is now ready to use! To open the program in the future, simply use the orange "Servant Keeper" icon from your computer's Desktop screen. (See Figure 16)

    Servant Keeper 8 program icon

Note for Administrators: Additional users can be added at any time through the [User Security] area of the Administration Manager.