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.

Update Statistics Architecture

Update Statistics is composed of three statistics types: time statistics, matter statistics, and employee statistics.

• Time statistics run for any calculation or KPI related to time entries.
• Matter statistics run for the three reporting types we display: accrual, cash, and time. Each type has its own table: Stats.MatterPerformance_Accrual, Stats.MatterPerformance_Cash, and Stats.MatterPerformance_Time. The tables help with performance in reading KPIs that reference the statistics. Statistics are calculated for the currencies used by the firm.
• Employee statistics reference Caliban.EmployeeStatistic for the JSON column for specific values by person. They are for KPIs based on users/employees, mainly for the Umbria dashboards.

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 Time Entries node and click the Update Monthly Statistics button. There are multiple options you can use to select the data to update statistics on:

Option	Description
Period	You can set a beginning and/or ending date for the time entries. If both date fields are left blank, all time entries are included.
Matter	If statistics need to be run for a specific matter, select the matter.
MatterIds	If statistics need to be run on multiple specific matters, enter the Umbria Matter Id’s, separated by commas.
Client	Narrow results to a particular client.
Person	Narrow results to a particular timekeeper.
# of Threads	Set the number of computer threads to use (this defaults as the number of threads available from the computer set to process statistics). Note: Threads include cores, processors, and any hyper-threading threads. For example, a 4-core Xeon server with hyper-threading enabled should have 8 logical processors/threads.
Batch Timeout	The default timeout in seconds is 300. For systems with slow or low processing resources and a great deal of matter data, we recommend setting the timeout to a higher number (600 to 1200 seconds) so that the statistics do not stall or deadlock.
Max Batch Size	When statistics are running, this sets the maximum number of entries to process in a batch. If you have more processing resources (cores and RAM), you can increase this to pull more entries per batch and maximize processor utilization.
Skip Matter Performance Statistics	This allows you to skip the matter performance statistics portion of the update statistics process.
Skip Matter Profitability Statistics	This allows you to skip the matter profitability statistics portion of the update statistics process.
Skip Processing Matter Family	If there are no matter families to process, check this box to skip the matter family statistics in the update statistics process.
Process Only Last Incremental Import	This feature allows update statistics to run for all entries imported since the last incremental import. This will not process all entries though, only any new or updated entries since the date of the last import. If you run incremental imports, we recommend checking this option to minimize update statistics processing time so it doesn’t reprocess statistics for entries that were already processed before.
Recalculate Phase Code Id and Task Code Id (applies when setting to skip resolution is not on)	Here you can opt to skip recalculating the phase and task code in the update statistics process. Note:The skip phase code id and task code id resolution in the Global Settings must also be turned off.
Update Practice Group Performance	This allows you to update the Practice Group Performance statistics portion of the update statistics process.
Update Score Card Performance	This allows you to update the Score Card Performance statistics portion of the update statistics process.

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.