Platinum: Exchange Connector

September 2018    Tags: Calendar, Contacts, Microsoft Exchange, Outlook Integration, Platinum

You may already be set up to synchronize your calendar and contacts between PracticeMaster and Microsoft Outlook via your Exchange server, but using the Platinum Exchange Connector has so many more great benefits!

What makes the Exchange Connector a better option?

• The Exchange Connector provides a direct link between the Platinum Server and your Microsoft Exchange server. PracticeMaster and Outlook stay synchronized, even when PracticeMaster is not open on your workstation.
• Only one “administrative” Exchange user needs access rights to other users’ calendars, thus eliminating the need to assign Editor rights to all users. Without the Exchange Connector, each user must individually be configured with the appropriate rights.
• Periodic synchronization occurs at the server, thereby reducing network traffic.
• The Exchange Connector performs a single periodic synchronization for all users, ensuring that everyone is up to date.
• Access rights to users’ Exchange folders are automatically assigned to the “administrative” user as they log into PracticeMaster.
• PracticeMaster is only required to be running on one computer in the office for synchronization to occur for all users.

To set up the Exchange Connector, you must configure the Active Directory Domain Controller, the Exchange Server, the Tabs3 and PracticeMaster Platinum Server, and the Exchange Connector settings. For complete instructions on setting up the Exchange Connector, refer to Knowledge Base Article R11596, “Configuring the PracticeMaster Platinum Exchange Connector.”

For more information about Platinum features, see Knowledge Base Article R11379, “Platinum Overview.” If you have any questions regarding Platinum features, including the Exchange Connector, contact your local consultant, or contact Technical Support at (402) 419-2210.