Please note: This help sheet will guide you through the upgrade from Servant Keeper 7 to the Cloud database version of Servant Keeper 8.

  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. 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.

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

  4. The next window in the installation process is the Servant PC Cloud Services Terms of Conditions of Use. Please read the agreement so you understand the terms and conditions of use for the SK8 Cloud Database. If you agree with the service agreement, click the "I accept the Cloud Services Agreement" radio button. Click the [Next] button to continue with the program installation.

  5. Next, you will see the Install Type window. There are 4 different installation types to choose from. For this help sheet, we will choose the second option: "Choose this options if your data needs to be upgraded from a Servant Keeper 7 Local database to your Servant Keeper 8 Cloud database". This option will install the Servant Keeper 8 program and upgrade your Servant Keeper 7 data to the Cloud. Click the [Next] button to continue with the installation.

  6. You will now see the Customer Information window. Enter your Servant Keeper Customer ID number, then click the [Next] button to continue with the install.

    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.

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

    NOTE: Remember: This is the program installation step. The Help Desk recommends keeping the default installation path. If you choose to change this path (not recommended), be sure to document the location you selected. Later in the installation, you will be prompted to enter the information to connect to your SK8 Cloud database.

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

    NOTE: If you are unsure of where your Servant Keeper 7 database is located, you can check this path by logging in to any module of SK7 and looking in the bottom left-hand corner next to "Current Data Source". Be sure to close SK7 completely before returning to the SK8 install wizard.

  9. You will now see the Ready to Install window. 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.

  10. A green progress bar will appear showing you the progress of your installation. When the installation is complete, it will automatically advance to the next step.

  11. When the program install is complete, the Customer Login window will be displayed. Paste (or type) the information from the "Servant Keeper Cloud Data Login Information" email you received after your Cloud purchase in the spaces provided.

    NOTE: If you just purchased Servant Keeper 8 Cloud, it could take up to 24 hours for your Cloud database to be created and the "Cloud Data Login Information" email to be sent. If it has been over 24 hours since signing up for the Cloud and you do not know your Customer Login information, click "Cloud Account Retrieval" to log in to the Support Center and find your information in the "Account Information" area.

  12. After entering the correct information to connect to your database, you will see the "Cloud Databases" window. Click once on your database to highlight it, then click [Choose Database].

  13. The Servant Keeper 8 Database Conversion Utility will appear. Notice the "Source" and "Target" lines are already pre-filled with the path you selected for the existing Servant Keeper 7 database and the name of your new Servant Keeper 8 Cloud database.

    There are three extra conversion options at the bottom of the conversion utility where you can specify to convert contributions, attendance, and/or audit trail history on or after a certain date. Use these options if you have older information you do not wish to upgrade. If no extra conversion options are selected, all contribution, attendance, and audit trail history information from your SK7 program will be upgraded.

  14. Click [Start Database Conversion] to begin upgrading your Servant Keeper 7 data to Servant Keeper 8. You will see the "File Progress" and "Total Progress" bars begin to move. When the conversion is complete, you will receive a message stating "Conversion and database optimization completed successfully". Click [OK] on this message to proceed.

  15. The Database Conversion Log will open showing you the details of your completed conversion. Use the [Save Log File] button if you wish to save the Conversion Log for your records (optional). Click the [Close] button to continue, then [Close] once more to close the Conversion Utility.

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

  17. The Servant Keeper Launcher window will appear. Click once on either "Membership Manager", "Contribution Manager", or "Administration Manager" to open the program.

  18. You will now see the Login window for the module of Servant Keeper you selected. Enter the User ID and Password you used in the Servant Keeper 7 program. Press the <Enter> key on your keyboard or click [OK] to continue.

  19. You will be prompted to enter your email address. Enter your email address in the boxes 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.

  20. Your Servant Keeper 8 program is now installed and ready to use! As you begin using the program, you will notice all of the information from your Servant Keeper 7 program is now in Servant Keeper 8.

    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.

    NOTE for Administrators: To allow a user access to the new\enhanced features in the program, new User Security Features in Administration Manager must be set up. Open and log into Administration Manager, then click User Security to edit each User and grant the appropriate rights for each person.