The Workstation (Seat) installation can be done on any computer on your network only after you have completed either a full installation of Servant Keeper 8 with a New Database or an Upgrade to Servant Keeper 8 from a previous version of Servant Keeper on your server or main PC. After the installation on your first computer, you will need to share your Servant Keeper Database folder to your network users prior to beginning the Workstation install. If you do not know how to share a folder on your network, please contact your Network Administrator for assistance.


NOTE: Before doing a Workstation install, you will need to know where the SK8 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.


  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: "Workstation (Seat) Install". This option will install the Servant Keeper 8 program and connect to an existing SK8 database on your server or main PC. 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: This is the program installation step. In the next step, you can select your existing SK8 database. The Help Desk recommends keeping the default installation path. If you choose to change the path (not recommended), be sure to document the location you select.

  7. The next window to appear is asking you where your Servant Keeper 8 database is located. (See Figure 5) Click the [Browse] button to browse your network for your Servant Keeper 8 database. Once you have located the database file, highlight it, and click the [Open] button. Click the [Next] button to continue with the installation.

    Choose Servant Keeper 8 Database window
    NOTE: If you are unsure of where your Servant Keeper 8 database is located, please contact your Network Administrator for this information. Although the Help Desk is well versed in the network installation of SK, they are not familiar with your network setup.

  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. You will now be back at your Desktop screen where you will notice a new icon for the Servant Keeper 8 program. (See Figure 8) Double-click on the icon to open your Servant Keeper 8 program.

    Servant Keeper icon
  11. The Servant Keeper Launcher window will appear. (See Figure 9) Click once on either "Membership Manager", "Contribution Manager", or "Administration Manager" to open the program.

    Servant Keeper Launcher window

  12. 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 14 of this help sheet.

    Servant Keeper Demo window
  13. If you chose the [Activate License] option on the previous window, you will see the Register and Activate Servant Keeper window. (See Figure 11) 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.

  14. You will now see the Login window for the module of Servant Keeper you selected. (See Figure 12)

    • If you connected to a new (blank) database: enter your Email address and the Password your administrator created for you. Press the <Enter> key on your keyboard or click [OK] to continue. Skip to step 16 of this help sheet. If you do not know your login information, contact your administrator.

    • If you connected to a database that was upgraded from a previous version of Servant Keeper: enter your previous User ID and Password to log in. Press the <Enter> key on your keyboard or click [OK] to continue.

    Servant Keeper Membership Manager Login window
  15. If you connected to a database that was upgraded from a previous version of Servant Keeper, you will be prompted to enter your email address. Enter your email address in the box provided, then click [Save] to continue. In Servant Keeper 8, your email address will be tied to your User and can be used for logging in and password retrieval.

    Enter Email Address window
  16. Your Servant Keeper 8 program is now installed and ready to use!

    NOTE: The System Preferences are not upgraded from previous versions of Servant Keeper. Make sure that you set up your preferences in both Membership Manager and Contribution Manager. System Preferences are found under the File menu in both modules.