UMT360.Client 5.25.2023.324

UMT360.Client

UMT360 offers this CSOM (client side object model) library for clients using UMT360.

Release notes

Programmability (CSOM interfaces)

New features

Fixed issues with adding Financial Nodes and Allocation Centers to existing Financial Breakdowns
Fixed issue with Financial Custom Field values of type Flag not being displayed correctly when updated programmatically
Added the SurveyRankingAnswerId property to the EntitySurveyAnswerCollection class
Improved error handling when trying to create AssignmentValue outside the resource plan timeline
Improved error handling when trying to read time periods for an Enterprise Financial Type that is not associated with the current entity

Prerequisites

• UMT360 Product v6.9.1 deployed and configured
• Credentials and permissions to access application
• Visual Studio and .Net Framework v4.5

CSOM Client Test application

1. Create a new console app.

2. Opent Tools > NuGet Package Manager > Manage NuGet Packages for Solution…

3. Select Browse tab and type UMT360.Client in search box.

4. Click on our package then look in the right side panel and select the project where you want to install the library.
   Click install button and review packages that will be installed, then accept the license.
   In a few seconds we are ready to go.

using System;
using UMT360.Client;
using UMT360.Client.Application;

namespace CSOMSAMPLE
{
    class Program
    {
        static void Main(string[] args)
        {

            TokenHelper.InitializeAppConfiguration(
                    "<client_id>",		            //clientid
                    "",		            			//clientSecret
                    "<realm>",			            //realm
                    "<issuer_id>",		            //issuerId
                    @"C:\<path>\certificate.pfx",   //Central Admin - Manage Apps
                    "<certificate_password>",       //certificate password
                    "AAD for UMT360Online"          //trusted provider name  
                );

            using (UMT360Context context = new UMT360Context("enter site url"))
            {
                context.AuthenticateWithClaims();
                FinancialEntity financialEntity = context.FinancialEntities.GetByGuid(new Guid("enter entity id"));
                context.Load(financialEntity);
                context.ExecuteQuery();
            }
        }
    }
}