This section shows how to set up ODBC connectivity and configure DSNs on macOS.

Minimum macOS Version

The CData ODBC Driver for Act! CRM driver requires macOS Sierra (10.12) or above.

Licensing the Driver

In a terminal, run the following commands to license the driver. To activate a trial, omit the <key> input.

cd "/Applications/CData ODBC Driver for Act! CRM/bin"
sudo ./install-license.sh <key>

You'll be prompted for a name and password. These refer to your name and your machine's password.

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.

Uninstalling the Driver

The easiest way to uninstall the driver is to open a terminal and run the included uninstall.sh script, located in the installation directory. For example:

cd "/Applications/CData ODBC Driver for Act! CRM"
sudo ./uninstall.sh

Note: The script needs to be run from the installation directory.