Establishing a Connection

Creating a JDBC Data Source

You can create a JDBC data source to connect from your Java application, based on CData JDBC Driver for Act! CRM.

Follow these steps:

Add the driver JAR file to the classpath. The JAR file is located in the installation directory's lib subfolder. Ensure that the .lic file is located in the same folder as the JAR file.
Provide the driver class. For example:
```
cdata.jdbc.actcrm.ActCRMDriver
```
Provide the JDBC URL. For example:
```
jdbc:actcrm:URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;
```
Or, if there is a conflict in your application between drivers using the same URL format, use this form to ensure that you are using the CData driver:
```
jdbc:cdata:actcrm:URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;
```
Ensure that the URL starts with either jdbc:actcrm: or jdbc:cdata:actcrm:. The URL can include any of the connection properties in name-value pairs separated with semicolons.

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.
ActCloudRegion (Act! Premium Cloud only): The Region of the Act! Premium Cloud account.

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