Using the Microsoft ODBC Data Source Administrator

You can use the Microsoft ODBC Data Source Administrator to edit the DSN configuration. Note that the DSN is created during the installation process.

Complete the following steps to edit the DSN configuration:

1. Select Start > Search, and enter ODBC Data Sources in the Search box.
2. Choose the version of the ODBC Administrator that corresponds to the bitness of your application (32-bit or 64-bit).
3. Click the System DSN tab.
4. Select the system data source and click Configure.
5. Edit the information on the Connection tab and click OK.

Note: For .NET Framework 4.0, the driver distributes Microsoft Visual C++ 2015-2022 Redistributable. For .NET Framework 3.5, the driver distributes Microsoft Visual C++ 2008 Redistributable.

Connecting to Act! CRM

You can connect to either Act! CRM or Act! Premium Cloud. Set the following to connect:

• User: The username used to authenticate to the Act! database.
• Password: The password used to authenticate to the Act! database.
• URL: The URL where the Act! CRM account is hosted. For example: http://serverName/.
• ActDatabase: The name of the Act! database you want to connect to. This is found by going to the About Act! Premium menu of your account, found at the top right of the page, in the ? menu. Use the Database Name in the window that appears.
• ActCloudName (Act! Premium Cloud only): The handle assigned to the Act! Premium Cloud account. It is found in the browser's address field when opening the online account, in the form https://eup1-iis-04.eu.hosted.act.com/ActCloudName.

Caching Metadata

Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.