Guardian 3.1

September 12, 2023
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Guardian 3.1

3.1 Release Notes

This new release brings you Project Grouping, Sync with Central Traffic Monitor, Guardian Pause for users, advancements to the Loading Families from non-approved sources, and new rule-based protections for Hide Elements in View, Mirror Protection, and Family Override Protection. Project Grouping will allow Revit files to be grouped into Projects which will help admins keep track of Projects and eventually see overall analytics. The Sync with Central Traffic Monitor gives admins the ability to monitor the sync activity of users for each file and set up sync reminders. Updates to many of the current protections have been made to allow for rule-based configurations to automatically protect families from being mirrored, overridden, or hidden in view. The Loading from approved sources has also been updated to allow for the user experience to be customized for many different loading locations and scenarios.

Project Grouping

The addition of Project Grouping in Guardian allows administrators to group Revit files into actual Projects. The new structuring will allow firms to more easily keep track of all files within a Project and also see overall Project analytics. Registered Revit models will be able to be grouped into existing Projects or into newly created ones. Once grouped, the models will be shown under the Project in a tree view.

Updates have also been made to the Projects dialog so that additional columns can be displayed using the menu above the grid. Each column can be sorted and filtered individually.

The Project Central and Sync Monitor can now also be accessed through the Projects dialog.

Sync with Central Traffic Monitor

The Sync with Central Traffic Monitor feature allows administrators to prevent sync conflicts and decrease downtime. This is done in two major ways: by allowing admins to keep track of user sync behavior and to create tailored sync reminders. This feature also has protections that can prevent users from trying to sync a file at the same time as another user.

Sync reminders can be customized with messages, incremental reminder intervals, and time out options. These reminders can also be setup to force users to sync after a certain amount of time or can even perform the sync itself if the user is away from their machine.

When users sync, they will see that Revit's sync dialog will be replaced by Guardians new sync dialog.

The sync monitor feature can be used by admins to view all of the active users within a project at the current time. It will also show data around their sync activity (or lack there of).

Pausing Guardian

The Guardian pause feature has been enhanced so that specific areas and features of Guardian can be temporarily suspended. In addition, an option to allow end-users to pause Guardian is also now available.

Within the pause menu, any of the selected features will be suspended when the pause button is enabled.

The additions to this feature can allow things like pop-ups to be disabled while other functions of Guardian are still functional.

When users apply the pause feature, it will automatically resume any suspended features after 1 hour or if the Revit session is ended.

Loading from Non-Approved Sources

With this release, advancements have been made to the loading families from non-approved sources feature. We have expanded on this to allow for customization of the user experience based on rules for different loading scenarios.

Rules can be created to customize the loading/scanning behavior for specific files or locations. For each of the rules, the scanning/processing experience can be set and admins have the option to apply a protection mode with a custom message. This protection mode and message will be unique to each rule.

Hide Elements in View

A new feature has been added to better apply protection against users hiding elements in view. We have seen that a blanket solution for this isn’t always the best approach so we have added a system of rules so that the protection can be customized based on any specific needs.

The conditions for the rules can either be specific to the elements themselves or the view in which the elements are being hidden.

Mirror Protection Rules

The Mirror Protection feature has been updated to allow for rules to be created to automatically protect certain elements from being mirrored. Specific families can still be protected by selecting them in the Mirror Protection dialog.

Family Override Protection Rules

The Family Override Protection feature has been updated to allow for rules to be created to automatically protect certain elements from being overridden. Specific families can still be protected by selecting them in the Family Protection dialog.

Guardian Sync: Project Parameters

You can now identify your standard project parameters with Guardian Sync™! You’ll also be able to keep parameters consistent across projects and access them in files where the parameter doesn’t exist yet.

As with all Guardian Sync™ properties, these maintain their relationships with other Sync™ properties. For example, if you upload a View Filter which uses a project parameter, that parameter will be uploaded as an independent property and these relationships are maintained and visible by scanning for usage. This will be increasingly important as we begin to support even more properties and types with Guardian Sync™

Other Notable Improvements and Fixes

  • Automatic registration rules can be applied when worksharing is enabled (for files not yet registered).
  • Pin Protection can be applied to Views, Legends, Sheets, and even Families in the Project Browser.
  • Users can apply pin protection to elements if enabled in the Pin Protection settings.
  • Protected and Monitored commands committed by admins can be tracked in Monitor mode (enabled in Company Settings).
  • Screenshot images in Project Central can be zoomed and panned.
  • Screenshot images in Project Central will automatically be opened when downloaded.
  • Missing links will be shown in Project Central: Projects at a Glance.
  • Support added for Revit 2024.
  • Added 'Fix All Remaining' button to all upload/download dialogs for Guardian Sync properties.
  • Normal users can now 'Fix Sync Relationships' for properties in projects. This will push from cloud to project only.
  • New User Command added: Save as Template.
  • When 'Fixing Sync Relationship' between project and cloud for Guardian Sync Properties, you can now compare the two versions and their differences.
  • Duct Insulation, Duct Linings, and Pipe Insulation will not be included in the Delete Notifications when deleting Duct or Pipe runs with Insulation (or Linings) applied.
  • Workset Manager: Only Allow rules will not be applied to elements that are set to workset of views; such as callouts.
  • Issue resolved concerning mapping properties of the same name but different casing.
  • Issue resolved with file registration rules using the filename condition not working for detached files.
  • Bug fixed where files were not registering automatically when no Mapping Configuration is applied in the registration rule.
  • Bug fixed where Room Separation lines and Area Boundary lines weren't being automatically assigned to worksets upon placement.
  • Error resolved when enabling worksharing and having default worksets replaced by ones that have the same name but different casing.
  • Resolved some issues with mapping Shared Parameters.

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