UMT360.Client 5.27.2024.1129

UMT360.Client

NH360 offers this CSOM (client side object model) library for clients using NH360.

Release notes

Programmability (CSOM interfaces)

Bug fixes

• New Feature: Added the ManageEntityAccess and UpdateEntityAccessAutomatically properties to FinancialCustomField and FinancialCustomFieldCreationInformation.
• Fixed issue with same values being added twice when updating entity fields programmatically.

Prerequisites

• NH360 Portfolio Insights Product v6.15.2 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();
            }
        }
    }
}