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 Servant Keeper 8 (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 is on the Cloud and is accessed through your Internet connection.
NOTE: This article assumes you've already had your Servant Keeper 7 Cloud database migrated to the Servant Keeper 8 Cloud by ServantPC staff. If this has not yet been done, please call at 800-773-7570 before continuing your installation.
Follow the steps below to guide you through installing Servant Keeper 8 on your computer and connecting to your migrated Cloud database.
- Open the installation email and click on the Servant Keeper 8 installation link.
- 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.
The first window you will see is the Servant Keeper License Agreement. Please read the agreement so 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.
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.
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 third option: "Choose this option if you are moving from a Servant Keeper 7 Cloud database to a Servant Keeper 8 Cloud database". This option will install the Servant Keeper 8 program on your computer and connect to your Cloud database using your Internet connection. Click the [Next] button to continue with the installation.
NOTE: This article assumes you've already had your Servant Keeper 7 Cloud database migrated to the Servant Keeper 8 Cloud by ServantPC staff. If this has not yet been done, please call us at 800-773-7570 before continuing your installation.
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 "Click here to lookup your customer id online" to be taken to a site that will help you retrieve this information.
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.
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.
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.
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 "Lost Cloud Account" to log in to the HelpDesk Center and find your information in the "Account Information" area.
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].
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.
You will now see the Servant Keeper Launcher. Choose "Membership Manager", "Contribution Manager", or "Administration Manager" to open the program.
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.
- 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.
- 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.