Please note: This help sheet will guide you through the upgrade from Servant Keeper 6 to Servant Keeper 7.

  1. Open the email with the link for upgrading to Servant Keeper 7. Click on the link  and select Run--this will begin the upgrade process.

    NOTE: If you are running Version 6 on a server or main PC (Network), you will need to do the  
    upgrade to Version 7 on the server or main PC.

  2. The first window you will see is “Welcome to the Servant Keeper 7 Setup Wizard”.  (See Figure 1) Click the [Next] button to begin the setup process.


  3. The next window in the installation process is the License Agreement. (See Figure  2) Please read the agreement so that you understand the licensing of the program before continuing with the upgrade. 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 or click the [Cancel] button to stop the installation process and close the Setup Wizard window.


  4. You will now see the Install Type window. (See Figure 3) There are 3 different  Servant Keeper 7 program installation types and 1 Servant Keeper 7 database installation option. This help sheet is for the Upgrade installation type: “Upgrade to Servant Keeper 7”. This option will install the Servant Keeper 7 program into a Servant Keeper 7 folder in C:\Program Files (or Program Files(x86)), install the Servant Keeper 7 database in the Public My Documents folder and upgrade your Servant Keeper 6 data to Version 7. Click the [Next] button to continue with the installation and upgrade. If you would  like to cancel the installation and upgrade, click the [Cancel] button.


  5. The next window is Customer Information. (See Figure 4) Enter your Servant  Keeper Customer ID number. Click the [Next] button to continue with the installation and upgrade. If you would like to cancel the installation and upgrade, click the [Cancel] button.


  6. Next, you will see the New User Information window with the default User ID and  Password for a new installation of Servant Keeper. (See Figure 5) Since you are upgrading your SK6 information to SK7, you may disregard this message. Click [Next] to continue.

    NOTE: Upon the completion of your upgrade, you will be able to log in to Servant Keeper 7 using  
    the same User IDs and Passwords used in Servant Keeper 6.



  7. The next screen, User Security Information, contains some very important information  about your User Security and System Preference settings in Servant Keeper 7. (See Figure 6) Be sure to read through the information before clicking [Next] to continue.


  8. The next window is telling you where the Servant Keeper 7 program is getting  installed. The Help Desk recommends keeping the default installation path as this makes getting updates to the program much easier. Click the [Next] button to continue with the installation. If you would like to cancel the installation and upgrade, click the [Cancel] button. (See Figure 7)

    NOTE: You will notice that the Servant Keeper 7 program is getting installed into the Program  
    Files (or Program Files(x86)) folder, this is a deviation of where Servant Keeper 6 was installed.  Version 7 should be installed to the default location which is in the Program Files or Program Files(x86) folder. The Help Desk recommends installing Version 7 in the default location to aid in the ease of getting  version updates.


  9. The next window is asking you where your Servant Keeper 6 software is installed.  Click the [Browse] button to browse your computer for your Servant Keeper 6 installation folder. Once you have located it, highlight it and click the [Open] button. Click the [Next] button to continue with the installation and upgrade. If you would like to cancel the installation and upgrade, click the [Cancel] button. (See Figure 8)



    NOTE: If you are unsure of where your Servant Keeper 6 program is installed, you can check  this path by logging in to any module of SK6, choosing the Help drop-down menu at the top of the screen, and selecting Servant Keeper Help Desk. In the window that opens, look at the “Program Path”--this is where your SK6 program is installed. Be sure to close SK6 completely before returning to the SK7 install wizard.

    IMPORTANT: If you are using Windows Vista, 7, 8, or 10, Servant Keeper 6 must NOT be installed  in the Program Files or Program Files (x86) directory. To keep your data safe, data in the Program Files or Program Files (x86) directory will not upgrade to Servant Keeper 7. If you find your program is installed in this location, please call the Servant Keeper Help Desk for instructions on moving your SK6 program to the correct location prior to upgrading.

  10. The next window is telling you where the Servant Keeper 7 database is getting  installed. The Help Desk recommends keeping this default location as it will aid in assisting with the program. Click the [Next] button to continue with the installation and upgrade. (See Figure 9)

    NOTE: Remember, in SK7, the database does NOT get installed in the same location as the  
    program. By default, the database is installed in C:\Users\Public\Documents\Servant Keeper Database. The Help Desk recommends keeping this default location. If you install the database in a different location, it is best to write that location down for your records.


  11. You will now see the Ready to Install window. (See Figure 10) This step will  install the Version 7 program on your computer. Click the [Install] button to begin the installation or click the [Back] button to review or make changes to any settings. If you would like to cancel the installation, click the [Cancel] button.


  12. You will see a green progress bar as the program is installed. When the progress  bar goes the entire way across, you will see a “Finishing installation...” message. (See Figure 11) While the “Finishing Installation” prompt is displayed, your Servant Keeper 6 information is being converted to Servant Keeper 7. Do not close this window! When the conversion is complete, you will automatically be taken to the next step.



    NOTE: Depending on the size of your Servant Keeper 6 database, the database conversion  could take anywhere from several minutes to several hours. DO NOT close the “Finishing Installation” window! The installer will automatically advance to the next step when the conversion is complete.

  13. When the database is finished converting, you see the “Conversion Completed”  window. (See Figure 12) Click [OK] to continue.


  14. You will now see a window telling you how many days are remaining on the SK7  demo, asking if you would like to register. If you have your registration information, click the [Yes] button--this will allow you to activate your program. If you do not have registration information at this time, click the [No] button and the Membership Manager will display the log on screen. You may now log into Membership Manager using the User ID and Password you used in Version 6You are now ready to share your Servant Keeper 7 Database to your network users.

    NOTE: It is recommended to remove the Servant Keeper 6 program shortcuts from your  
    computer(s) so users do not accidentally use the SK6 program. Any changes made in SK6 after your conversion will not migrate to SK7.

    How to Share the Servant Keeper 7 Database on Windows Vista, 7, 8, 10, Server 2008, and 2012


NOTE:
 If you do not know how to properly set up a shared folder on your server or main PC and  apply security settings and permissions on that share, please contact your Network Administrator for further assistance.

  1. Double click on the Computer (or This PC) icon on the Desktop or select the File  Explorer from the Start menu.

  2. Browse to where the Servant Keeper Database is installed. The default location is  C:\Users\Public\Documents\Servant Keeper Database.

  3. Right click on the Servant Keeper Database folder and choose Properties from  the drop down list.

  4. Select the Sharing tab located at the top of the window. In the Sharing tab, click  on the [Advanced Sharing] button.

  5. Click the check box next to “Share this folder”. The default share name will be  Servant Keeper Database, the Help Desk suggests keeping this name.

  6. Click the [Permissions] button and make sure that “Full Control” is checked for  “Everyone” in the Allow column.

  7. Click the [OK] button to save the permissions, then click [OK] again to save the  advanced sharing.

  8. Click the Security tab at the top of the window. Click the [Edit] button, highlight  “Everyone” in the “Groups or user names” list, and make sure that “Full Control” is checked in the Allow column.

    NOTE: If you do not see “Everyone” in the list of “Groups or user names”, use the [Add] button  to add them. After “Everyone” is added, make sure they have “Full Control” selected.

  9. Click [OK] to save the security settings, then click [Close] to close the properties.  You are now ready to do the workstation installation on your other computer(s).

How to Share the Servant Keeper 7 Database on Windows XP/Server 2003

NOTE: If you do not know how to properly set up a shared folder on your server or main PC and  apply security settings and permissions on that share, please contact your Network Administrator for further assistance.

  1. Double left click on the My Computer icon on the Desktop.

  2. Browse to where the Servant Keeper Database is installed. The default database  installation directory for Windows XP/Server 2003 is C:\Documents and Settings\All Users\Documents\Servant Keeper Database.

  3. Right click on the Servant Keeper Database folder and choose Properties from  the drop down list.

  4. Select the Sharing tab located at the top of the window.

  5. Click the radio button next to the “Share this folder” option. The default share  name will be Servant Keeper Database, the Help Desk suggests keeping this share name.

  6. Click the [Permissions] button and make sure that “Full Control” is checked for  “Everyone” in the Allow column.

  7. Click the [OK] button to save the share settings.

  8. Click the Security tab at the top of the window. Highlight “Everyone” in the  “Groups or user names” list and make sure that “Full Control” is checked in the Allow column.

    NOTE: If you do not see “Everyone” in the list of “Groups or user names”, use the [Add] button  to add them. After “Everyone” is added, make sure they have “Full Control” selected.

  9. Click [OK] to save the security settings and close the properties. You are now  ready to do the workstation installation on your other computer(s).

Servant Keeper 7 Workstation Installation

The Workstation installation can be done on any computer on your network only after you have  completed either a full installation of Servant Keeper 7 with a New Database or a Database Only installation on your server or main PC. After that installation, you will need to share your Servant Keeper Database folder to your network users. If you do not know how to share a folder on your network, please contact your Network Administrator for assistance.
Before doing an installation of Servant Keeper 7 on a Workstation, you will need to know where  the Servant Keeper 7 Database is installed. It is important to know this information as it will be needed during the Workstation installation process.

NOTE: If you do not know where your Servant Keeper 7 Database is installed, please contact  your Network Administrator to retrieve that information before beginning the Workstation installation process. Although the Help Desk is well versed in the network installation process of Servant Keeper, they are not familiar with your network configuration. For that reason, they will not know the location of your Servant Keeper 7 Database.

  1. Open the email with the link for installing Servant Keeper 7. Click on the link and  select Run. This will begin the workstation installation.

  2. The first window you will see is the “Welcome to the Servant Keeper 7 Setup Wizard”.  (See Figure 1) Click the [Next] button to continue the setup process.



  3. The next window is the License Agreement. (See Figure 2) 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 or click the [Cancel] button to stop the installation process.


  4. You will now see the Install Type window. (See Figure 3) This help sheet is for  the installation type: “Workstation Install”. This option will install the Servant Keeper 7 program into a Servant Keeper 7 folder in C:\Program Files (or Program Files(x86)). This option allows you to connect to an existing shared SK7 database on your server or main PC. Click the [Next] button to continue with the install.



  5. The next window is Customer Information. (See Figure 4) Enter your Servant  Keeper Customer ID number. Click the [Next] button to continue with the installation. If you would like to cancel the installation, click the [Cancel] button.



  6. Next, you will see the New User Information window with the default User ID and  Password for a new installation of Servant Keeper. (See Figure 5) You will need this information to log in to the program for the first time. If you would like, you can print this information by clicking the [Print] button. Click the [Next] button to continue with the installation.

    NOTE: If the User IDs and Passwords have been changed within the program on the main/server  computer, you will log in to the program with the new credentials your user(s) created.


  7. The next screen, User Security Information, only applies to customers upgrading  from an older version of Servant Keeper. (See Figure 6) If you are installing Servant Keeper for the first time, simply click the [Next] button to continue.


  8. The next window is telling you where the Servant Keeper 7 program is getting  installed. (See Figure 7) The Help Desk recommends keeping the default installation path as this makes getting updates to the program and assistance with the program much easier. Click the [Next] button to continue with the installation.


  9. The next window is asking where the Servant Keeper 7 Database is installed.  (See Figure 8) Click the [Browse] button and select the location of your Servant Keeper 7 Database on the server or main PC. Click the [Next] button to continue.



    NOTE: Before doing a Workstation install, you will need to know where the SK7 Database is  installed. If you do not know where your database is installed, please contact your Network Administrator for this information before beginning the installation process. Although the Help Desk is well versed in the network installation of SK, they are not familiar with your network setup.

  10. The next window is the Ready to Install window. (See Figure 9) This window  reviews all of the settings that have been made thus far in the installation process. If all looks good, click the [Install] button to begin the installation. If you need to make any changes in the displayed settings, click the [Back] button. If you would like to cancel the installation process, click the [Cancel] button.

  11. You will now see an Installing window that will show the progress of your installation. When the installation is complete, you will see a window telling you how many  days are remaining on the SK7 demo, asking if you would like to register. If you have your registration information, click the [Yes] button--this will allow you to activate your program. If you do not have registration information at this time, click the [No] button and the Membership Manager will display the log on screen. If you do not register your program within 30 days, Servant Keeper will not open  after the demo expires. In order to continue to use the Servant Keeper program you will need to register and activate the program.