Welcome to DonorWorks 10.2
Welcome to DonorWorks Constituent Management Software. DonorWorks is a comprehensive suite of programs built around a powerful, efficient database. DonorWorks allows you to maintain and manage the information so vital to growing organizations … membership records, financial information, contacts with supporters and beneficiaries, and much more.
This guide will help you install and launch DonorWorks. See the DonorWorks 10.2 Server Setup and Client Setup pages for further instructions. If you are upgrading from an earlier version of DonorWorks, refer to the appropriate Upgrade/Conversion Guide. For more information on using the software, please consult the online Manuals.
Please Note! If you are running DonorWorks 10.2 locally on a stand-alone Macintosh or Windows computer, it is considered the database server. Click here for complete DonorWorks System Requirements.
General Installation Info
NOTE: These instructions are written for a multi-user, networked environment. If you only use DonorWorks on one computer, that computer is considered both the client and the server; you may ignore any instructions regarding additional client computers.
Important note for those running DonorWorks over a network: The first computer on which you install and run DonorWorks 10.1 MUST be your database server. You may install DonorWorks on other computers (called clients) while the server completes the installation, but do not launch DonorWorks on any client until the server displays the Login window.
For DonorWorks 10.2 to run, you need to allow access on port 9566 and/or to the PostgreSQL (postgres) and DonorWorks 10.1 (dw.exe) programs. This will need to be done for other third-party Windows firewalls (e.g. Norton or Symantec). The built-in Mac OS X firewall must also be configured when multiple clients are using DonorWorks. For the built-in Windows Firewall, nothing needs to be done as DonorWorks will configure the firewall appropriately.
Security Software during installation
During the installation process of DonorWorks 10.1 on Windows, you should disable the following items:
- Anti-Virus Software
- Windows Defender
- User Access Control (UAC)
When the installation is complete, you can turn these items back on.
Current DonorWorks Users Upgrading
Before beginning installation, please read the upgrade guide that applies to your current version of DonorWorks.
DonorWorks 10.0 Upgrade Guide - click here
DonorWorks 9.x Upgrade Guide - click here
DonorWorks 8.0 or earlier – You must contact CDM+/Suran Systems, Inc. to convert your data.
Go to DonorWorks Downloads and click link to download the Mac OS X installer (dw101.pkg) to the computer where you wish to store your data (the DonorWorks database server). This may be the only computer on which you are installing DonorWorks. But if you are installing DonorWorks on more than one computer on your network, you MUST begin with the server.
Save the installer to your desktop or Downloads folder.
Double-click the dw101.pkg installer icon.
Follow the on-screen instructions.
After DonorWorks is installed in your Applications folder, drag the green DonorWorks.app icon to your dock and double-click it to launch DonorWorks 10.1.
- Go to DonorWorks Downloads and click the link to download the Windows installer (dw102.exe) to the computer where you wish to store your data (the DonorWorks database server). This may be the only computer on which you are installing DonorWorks. But if you are installing DonorWorks on more than one computer on your network, you MUST begin with the server.
- Save the installer to your desktop.
- Double-click the dw102 installer icon.
- Follow the on-screen instructions.
- After the installation process finishes, you can launch DonorWorks by double-clicking the green DonorWorks shortcut on the desktop or choosing DonorWorks under Start -> Programs.
The default installation location is:
C:\Program Files\Suran\Donorworks 10.2\Donorworks or
C:\Program Files (x86)\Suran\Donorworks 10.2\Donorworks
If you experience difficulties while installing DonorWorks, call the DonorWorks Technical Support staff at 800-327-1476 Monday-Friday, 8:30 AM-6:00 PM Eastern time for assistance.