Guardian 3.0

January 13, 2023
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Guardian 3.0

3.0 Release Notes

This new release offers a more insightful look into model health with the introduction of Project Central. This release also introduces Project Configurations, which will allow administrators to create sets of settings and protections, previously found in Company Settings, which can be maintained and applied across different projects. Major updates to the project settings and registration rules allow further customization on the user experience for different types of files.

New Project Central!

Project Central

Project Central is a live dashboard within Revit providing real-time activity and health data of each model. It shows recent user activity, Revit warnings, time to sync and file size over time, as well as actionable items that may require the attention of a Project Administrator (such as critical User Commands and Revit Warnings).

There are different section that provide useful information to Project Administrators.

  • Project at a Glance - This section is related to model health and shows different instances that may require the attention of a Project Admin. These include any mirrored instances, groups with non-unique names (Group 1) or limited usage, protected elements that have been unpinned, duplicate families, in-place families, and more.
  • Users at a Glance - Details on any user or administrators who have been active in the open project. This table will show the number of properties added/modified/deleted, monitored command usage, Revit warnings, and the version of Guardian and Revit that is used.
  • Timeline - timeline graphs are provided to understand different metrics over time. These graphs include time to open, sync times, Revit warnings, project session duration, and file size.
  • Activity Feed - This section is a real time look at all monitored activity within the active model. Any monitored commands, transactions, Revit warnings, and syncs to the cloud will appear here.

Project Configurations

Project Configurations dialog

Project Configurations allow for the creation of Project Configuration 'templates' to accommodate Guardian's use on different project types or disciplines. The introduction of Project Configurations adds additional depth to how settings are applied to Projects. Most company Settings have now been moved to Project Configurations and are now controlled within templates. These different configurations of settings can be applied across different projects and still be maintained globally. Project Registration, the company profile settings, Backstage, and administrator settings will still be set in Company Settings along with a few protections that are more tied to general settings such as opening new or central files.

Project Registration Rules

Project Registration Rules dialog

Changes have been made to the Project Registration Rules to allow for further customization in the files that become registered and which settings are applied. Multiple rules can be created for different type of projects and scenarios. For each rule, there are a number of conditions that can be used to meet any needs, these include filename, file location, if it is a cloud model, project units, project information parameters, Revit version, user domain name, username, and user role. These conditions can be combined in AND and OR sets. Within the rules, the default project configuration, mapping configuration, workset set, and applied administrators can be assigned. An option is also included to make the rule register files automatically or to just apply the selected configurations when a file that matches the rule is registered manually.

When registering manually, administrators will be prompted to input the desired Project Configuration, Mapping Configuration, Workset Set, and applied administrators.

Manual Registration dialog

Protected Pins

Protected Pins dialog

The Protected Pins has been modified to allow for more customization on the protection for each pinned element. The default protection mode for pinned elements can be set in the Project Configurations but can also be modified for each element upon pinning. Within the Protected Pins dialog, the protection mode and message can be edited for each element. If a protected element in unpinned by an end-user, then the protection will still be tied to that element. The protection can be reset by either re-pinning the element (by either and end-user or administrator) or by selecting the Pinned checkbox for that element in the Protected Pins dialog.

Opening Files from Non-Approved Sources

Approved File Location rules dialogs

This new feature will help to prevent end-users from opening/accessing files from non-approved locations. Administrators will be able to create specific rules to specify approved locations. These rules can be used to specify a specific approve location or to prohibit the use of other locations (such as the Desktop or Downloads folder).

Copy and Array Protection

Copy/Array Protection category selection

Advancements have been made to the Copy/Array Protection so that specific categories can be selected for the protection to be applied. For each selected category, the specified protection mode will be applied when end-users attempt to copy or array those elements.

Sync Properties

Project: Line Styles dialog
Project: System Family Types
Project: View Filters

Line Styles, System Family Types, and View Filters are new additions to the properties that are supported with Guardian Sync. Each of these properties can be uploaded to the cloud to be downloaded by end-users as needed.

New Monitored Commands and Protections

There are several new protections and User Commands that are included in this release. Some of these new protections/commands are more general and can be found in Company Settings while the others are located in Project Configurations.

In Custom Interactions, there are the following new protections:

Project Configurations
  • Enable Warning Tracking - Specific Revit warnings can be enabled for tracking. Any tracked warnings will show in the Project Central activity feed. Email notifications can also be enabled.
  • When renaming levels, don't prompt for renaming corresponding views - This feature will suppress the native Revit warning to rename corresponding views when levels are renamed.
  • When renaming views, don't prompt for renaming corresponding levels and views - This feature will suppress the native Revit warning to renaming corresponding levels and views when views are renamed.
Company Settings
  • Customize behaviors when upgrading files upon opening - monitor, guide or prevent the upgrading of files through opening them in later version of Revit.
  • Customize behaviors when opening a central file - monitor, guide or prevent end-users when attempting to open central files.
  • Customize behaviors when saving or syncing over an earlier version of a file - monitor, guide or prevent end-users from saving or syncing over earlier Revit versions of the active file.
  • Customize behaviors when opening files from non-approved sources - monitor, guide or prevent end-users from opening files from non-approved locations.

In User Commands, there are the following new monitored commands:

Project Configurations
  • Command: Filled Region
  • Command: Save as Family
  • Collaborate: Publish Settings
Company Settings
  • Command: New Family File
  • Command: New Project

Other Notable Improvements & Fixes

  • When changing the applied mapping configuration, a dialog will prompt to ask if the selected configuration should be applied.
  • New categories for workset rules: Lines <Area boundary>, Lines <Room separation lines>, Lines <Space separation lines>, and Matchline.
  • All existing workset shown in Workset Manager regardless if the set is assigned or not.
  • Users can now assign Workset Sets to projects.
  • Users can now run workset rules manually.
  • Cancel button removed from Select Active Workset dialog.
  • Workset Set assignment is remembered even if the name of the Set is changed.
  • Scope Boxes and Shaft Openings are added to the list of elements to prevent from being grouped.
  • Groups and Imported CAD can now be scanned for usage in Project Properties.
  • Closed worksets can be selected in Select Active Workset dialog.
  • Structural Usage parameter added to System Family Parameters for Wall category in Parameter Prompts.
  • When editing Guide/Prevent messages, a preview of the dialog shown to end-users can be seen.
  • Bug fixed when creating a group within an edit mode such as In-place families.
  • Bug fixed when reloading families after making changes.
  • Various issues resolved regarding mapping/merging of properties.
  • Bug fixed where viewport types were changing after certain mappings were processed.
  • Bug fixed where elevations were deleted after scanning certain property types.
  • Preventing Revit from crashing when encountering a server error.
  • Bug fixed where parameter prompt was appearing when opening a type preview.
  • Resolved some issues regarding the automatic workset assignment.
  • Improvements made to help prevent dialogs from disappearing off-screen.
  • Workset rules can now better utilize the Service Type parameter for Fabrication Parts.

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