Update Statistics

Update Statistics is a process that compiles calculations and any Key Performance Indicators (KPIs) for dashboards and modules in Umbria. Update Statistics is required to be run if there are any additions or changes to the calculations or KPIs or if there is new data imported.

Configure Update Statistics

1. In the Admin Panel, access the Service Agents node.
2. Select the appropriate server in the Registered Agents list. We recommend using the Agent server for running intensive tasks like Update Statistics.
3. In the Agent Jobs portion of the window, select CommandProcessing and click the Edit button. Ensure the Enabled checkbox is selected and click Save.

Running Update Statistics

Option 1: Run during SSIS import

Update Statistics is scheduled and run by the SSIS package during data import (initial or incremental) as long as the Command script and step are enabled. Enable this in Caliban.SSISScriptPaths or through the Umbria UI.

Option 2: Run manually

In the Admin Panel, select the Stat Job node and click the Create Job button. There are multiple options you can use to select the data to update statistics on:

Option	Description
Retries	Number of times to retry if it fails. Default is 3, minimum is 0
Client	Select a specific client to run the stats for.
Matter	Select a matter to run the stats for.
Matter List	If wanting to run numerous matter statistics, paste the comma separated list of matter ids here. Note: This is not matter numbers or your source system id. These are Umbria ID's.
Planning Phase Id	Pass a planning id from the planning page. Then statistics runs just for the plan.
Planning Phase Item Id	Pass an item id for a resource or class and it will calculate the resource on the plan.
Planning Phase List	Pass numerous planning phase ids here, comma separated.
Monitoring Criteria Id	Pass the Id of the monitoring criteria set in the Monitoring and Notification email
Monitoring Criteria List	Pass numerous Id's of monitoring criterias here, comma separated.
Monitoring Criteria Item Id	Pass the id of the item of the criteria, for example the actual criteria set like L100.
Process Incremental	Check to act like a stats job after an incremental import was run.
Date From	Sets the minimum date to use when processing. Any data with dates before will not be processed.
Date To	Sets the maximum date to use when processing. Any date after this, will not be processed.
Debug	Sets advanced messaging in the Command Log and Application Log. Only turn on if you have an issue, this will use up log space quicker.
Force Update	Forces an update of the desired statistics even if data or calculations haven't changed. This ensures data is accurately run.

Tip: You can select the option to use stored procedures to update statistics, for faster results. The option is available in the Settings tab>Use Stored Procedure to update statistics. Re-start Windows service each time you enable or disable this option.

Logging

Update Statistics is logged in two places: the Command Log and the Application Log.

Command Log

An entry appears for updating statistics. Either double click on the entry or select it and click Log to view details about the process. The Log tab shows the log traces in progress. This log stops populating after approximately 100 log entries; remaining entries can be seen in the Application Log.

Statuses include the following:

• Executing- stats process is running.
• Canceled- a user canceled the process.
• Interrupted- a system level process, connection/locking issue, or timeout caused the sync to stop.
• Success- job completed successfully (there may still be errors on individual entries in the log).

Application Log

An overview of each log entry in the command log is logged here. All entries are shown through the completion of the process.

Tip: For modifying KPIs included in the statistics and their calculations, please see the Adding and Customizing KPIs section.