Mapping Configurations

configurations
Knowledge Base
Mapping Configurations

In This Article


Overview

A Mapping Configuration is Guardian’s memory for your firm’s standards. When a Company or Project Administrator uses Model Properties to convert, or “map,” incoming Revit properties to those in the active project model, the Mapping Configuration stores and remembers those rules, or “Mapping Rules” – making them available for automatic mapping for every project that uses that configuration.

Think of Mapping Configurations as reusable rule sets: you build them once, assign them to projects, and Guardian applies the rules automatically every time content is loaded.

Mapping Configurations work in conjunction with Model Properties and Transactions. Think of Model Properties as the engine for executing mappings. Transactions are the signal for Guardian to automatically launch Model Properties for incoming content. Mapping Configurations are the keys to the engine and its memory system.

Note: Model Properties and any of its tangential features will not operate without a Mapping Configuration assigned to the model.

Getting Started with Mapping Configurations

Guardian does not include any pre-loaded Mapping Configuration files. They must be created by a Company Administrator. It is recommended to start with three configurations:

Configuration Purpose
Blank For firms who are not ready to take full advantage of Model Properties but would like to take advantage of its tangential features such as Merging of Duplicate Families and Purging Unused Properties from Incoming Content, along with monitoring of all incoming content. It is recommended to create a “Blank” Mapping Configuration to get started.
Testing Used to test new mapping rules without affecting existing registered models. The rules created within the testing configuration can be merged into the Firmwide Standards Mapping Configuration when ready.
Firmwide Standards The primary configuration where approved rules are stored for use across all registered models.
Discipline Standards A unique configuration where approved rules are stored for disciplines that do not follow the same standard.
Client/Project Standards A unique configuration where approved rules are stored for a specific client or project that has its own standards.

Create and Edit Mapping Configurations

Create a New Mapping Configuration

create a new mapping config
  1. Go to Settings > Mapping Configurations
  2. In the Mapping Configurations window, click the New button and enter a name for the configuration.

The other buttons in the window allow you to Rename, Delete, Duplicate, or Merge existing configurations.

Create and Edit Mappings in a Mapping Configuration

Mapping rules can be created and modified within the Mapping Configurations dialog.

Pro Tip: While Mappings can be created within the Mapping Configuration dialog, it is highly recommended to perform all mappings within the Model Properties or Incoming Properties dialogs as the UI is specifically designed to perform these mappings effectively and within context.

create and edit mappings
  1. To create a new mapping, click the New icon. To edit an existing mapping, select the mapping from the list, then click the Pencil icon.
  2. Both options pull up the Add / Edit Mapping dialog where the action and family name can be modified.

Filtering Mapping Rules

In the Mapping Configurations dialog, mapping rules can be filtered to show only removals or only mappings.

Mapping Configurations Filters
  1. Click the Mapping Configuration to view in the left column
  2. Click the Settings cog in the top right
    • Click Show only removal rules to view existing mappings that are set to be removed from the model on import
    • Click Show only mapping rules to existing properties that are set to be mapped to a new property on import

Assign Project Administrators to Mapping Configurations

Project Administrators must be assigned to a Mapping Configuration for them to execute full mappings (or memorized mappings) on the model they are assigned. Otherwise, any mapping performed by a Project Administrator will only be a One-Time Mapping. Company Administrators will always be able to perform full mappings.

assign project admin to mapping config

To assign a Project Administrator:

  1. Select the Cog icon
  2. Within the Manage Mapping Configurations Administrators dialog, click the New button
  3. Select one of the available Project Administrators, then click Add

Apply Mapping Configurations to New Registered Models

A Mapping Configuration can be applied automatically whenever a new model is registered with Guardian. This is the recommended approach to ensure Guardian functions correctly from the moment a model is registered.

mapping config model registration settings

To set the Mapping Configuration assigned for all newly registered models:

  1. Go to Settings > Company Settings
  2. Locate the Model Registration tab‍
    • Pro Tip: Company Admins do not need to log out of their admin account to test mapping rules after assigning a configuration.
  3. Click Edit rules for the registration to be modified
  4. Under the Mapping Configuration column, click the Mapping Configuration assigned, then click OK‍
  5. Continue with the remaining 3 and then click OK to close the dialog
Set default mapping config

Note: A default Mapping Configuration can also be assigned from the Mapping Configurations dialog (Settings > Mapping Configurations). Clicking the Star button will assign that Mapping Configuration to all new projects in which a Mapping Configuration has not been assigned as part of the Model Registration rules.

Change the Mapping Configuration on an Existing Registered Model

Edit mapping config in registered projects

The Mapping Configuration assigned to an already-registered model can be changed at any time.

  1. With the desired model open, go to Settings > Registered Projects.
  2. In Registered Projects, locate the model and update the Mapping Configuration field. This can be done for the currently open model or any other registered file.
  3. A Mapping Configuration can also be changed within Guardian’s Project Central.

Mapping Configurations on a Guardian Link Model

In beta

Guardian Link lets one company, the Primary Project Team, keep its Guardian standards and protections in force on a model while other companies, Linked Collaborators, work in it. On a Linked model, the Primary’s Mapping Configuration applies to everyone working in the model. Model Properties and Incoming Properties use the Primary’s mapping rules for every user, whatever company they belong to.

How Configurations Are Organized

In Mapping Configurations, Mapping Configurations are grouped by the company they belong to:

  • ‍Your company is listed first, with all of your own Mapping Configurations.‍
  • Each company you work with through Guardian Link is listed below yours. A company’s section shows only its Mapping Configurations that are assigned to at least one Link-enabled model where your company is a Linked Collaborator, including Links your company hasn’t accepted or reviewed yet. The list doesn’t require a Linked model to be open.

What Linked Collaborators Can and Can’t Do

These apply to every Linked Collaborator user, including Company Administrators and Project Administrators:

  • ‍Review the Primary’s configuration. You can open the Primary’s Mapping Configuration for the open model and see its rules.‍
  • Edit your own configurations. Your company’s Mapping Configurations stay fully editable, even while a Linked model is open.‍
  • The Primary’s configuration is read-only here. From the Mapping Configurations dialog, you can’t rename or delete the Primary’s configuration or edit its rules. You also can’t assign a different Mapping Configuration to the open model, or create a new one from it.

The Show Dialog Exception

There’s one way a Linked Collaborator can add to the Primary’s rules: through Incoming Properties. Transactions are part of the Primary’s Project Configuration, so the Primary’s Transactions settings decide what Linked Collaborator users see when content is loaded into the model. If the model has Model Overrides for Transactions, those take precedence over the Project Configuration. The Primary’s own administrators always see the Incoming Properties dialog.

  • ‍Show Dialogs (full mappings): Incoming Properties appears for every user in the model, including Linked Collaborators. Mapping rules they create or update are saved to the Primary’s Mapping Configuration.‍
  • Show Dialogs (one-time mappings): Linked Collaborators can map incoming properties, but the mappings aren’t saved.‍
  • Silent Mode: Known mappings are applied in the background, and no rules are added.

Linked Collaborators can add rules to the Primary’s Mapping Configuration

When a Transaction is set to Show Dialogs (full mappings), rules a Linked Collaborator adds are saved to the Primary’s Mapping Configuration. They apply to every model that configuration is assigned to, not just the Linked model, and they stay in the  configuration if the Link ends.

To keep full control of your mapping rules, set your Transactions to Silent Mode or Show Dialogs (one-time  mappings) before enabling the Link, and check whether the model has Model Overrides for Transactions or assign the Linked model its own Client/Project Standards Mapping Configuration.

For the Primary Project Team

Having Linked Collaborators doesn’t change how you manage your own Mapping Configurations. Your Company and Project Administrators can create, edit, and assign them as usual.

When a Link Ends

If the Primary ends the Link, every company goes back to the Mapping Configuration its model had before the Link. A session that’s already open picks up the change the next time the model is opened.

Mapping rules a Linked Collaborator added through Incoming Properties stay in the Primary’s Mapping Configuration.

Knowledge Base
Mapping Configurations

In This Article


Overview

A Mapping Configuration is Guardian’s memory for your firm’s standards. When a Company or Project Administrator uses Model Properties to convert, or “map,” incoming Revit properties to those in the active project model, the Mapping Configuration stores and remembers those rules, or “Mapping Rules” – making them available for automatic mapping for every project that uses that configuration.

Think of Mapping Configurations as reusable rule sets: you build them once, assign them to projects, and Guardian applies the rules automatically every time content is loaded.

Mapping Configurations work in conjunction with Model Properties and Transactions. Think of Model Properties as the engine for executing mappings. Transactions are the signal for Guardian to automatically launch Model Properties for incoming content. Mapping Configurations are the keys to the engine and its memory system.

Note: Model Properties and any of its tangential features will not operate without a Mapping Configuration assigned to the model.

Getting Started with Mapping Configurations

Guardian does not include any pre-loaded Mapping Configuration files. They must be created by a Company Administrator. It is recommended to start with three configurations:

Configuration Purpose
Blank For firms who are not ready to take full advantage of Model Properties but would like to take advantage of its tangential features such as Merging of Duplicate Families and Purging Unused Properties from Incoming Content, along with monitoring of all incoming content. It is recommended to create a “Blank” Mapping Configuration to get started.
Testing Used to test new mapping rules without affecting existing registered models. The rules created within the testing configuration can be merged into the Firmwide Standards Mapping Configuration when ready.
Firmwide Standards The primary configuration where approved rules are stored for use across all registered models.
Discipline Standards A unique configuration where approved rules are stored for disciplines that do not follow the same standard.
Client/Project Standards A unique configuration where approved rules are stored for a specific client or project that has its own standards.

Create and Edit Mapping Configurations

Create a New Mapping Configuration

create a new mapping config
  1. Go to Settings > Mapping Configurations
  2. In the Mapping Configurations window, click the New button and enter a name for the configuration.

The other buttons in the window allow you to Rename, Delete, Duplicate, or Merge existing configurations.

Create and Edit Mappings in a Mapping Configuration

Mapping rules can be created and modified within the Mapping Configurations dialog.

Pro Tip: While Mappings can be created within the Mapping Configuration dialog, it is highly recommended to perform all mappings within the Model Properties or Incoming Properties dialogs as the UI is specifically designed to perform these mappings effectively and within context.

create and edit mappings
  1. To create a new mapping, click the New icon. To edit an existing mapping, select the mapping from the list, then click the Pencil icon.
  2. Both options pull up the Add / Edit Mapping dialog where the action and family name can be modified.

Filtering Mapping Rules

In the Mapping Configurations dialog, mapping rules can be filtered to show only removals or only mappings.

Mapping Configurations Filters
  1. Click the Mapping Configuration to view in the left column
  2. Click the Settings cog in the top right
    • Click Show only removal rules to view existing mappings that are set to be removed from the model on import
    • Click Show only mapping rules to existing properties that are set to be mapped to a new property on import

Assign Project Administrators to Mapping Configurations

Project Administrators must be assigned to a Mapping Configuration for them to execute full mappings (or memorized mappings) on the model they are assigned. Otherwise, any mapping performed by a Project Administrator will only be a One-Time Mapping. Company Administrators will always be able to perform full mappings.

assign project admin to mapping config

To assign a Project Administrator:

  1. Select the Cog icon
  2. Within the Manage Mapping Configurations Administrators dialog, click the New button
  3. Select one of the available Project Administrators, then click Add

Apply Mapping Configurations to New Registered Models

A Mapping Configuration can be applied automatically whenever a new model is registered with Guardian. This is the recommended approach to ensure Guardian functions correctly from the moment a model is registered.

mapping config model registration settings

To set the Mapping Configuration assigned for all newly registered models:

  1. Go to Settings > Company Settings
  2. Locate the Model Registration tab‍
    • Pro Tip: Company Admins do not need to log out of their admin account to test mapping rules after assigning a configuration.
  3. Click Edit rules for the registration to be modified
  4. Under the Mapping Configuration column, click the Mapping Configuration assigned, then click OK‍
  5. Continue with the remaining 3 and then click OK to close the dialog
Set default mapping config

Note: A default Mapping Configuration can also be assigned from the Mapping Configurations dialog (Settings > Mapping Configurations). Clicking the Star button will assign that Mapping Configuration to all new projects in which a Mapping Configuration has not been assigned as part of the Model Registration rules.

Change the Mapping Configuration on an Existing Registered Model

Edit mapping config in registered projects

The Mapping Configuration assigned to an already-registered model can be changed at any time.

  1. With the desired model open, go to Settings > Registered Projects.
  2. In Registered Projects, locate the model and update the Mapping Configuration field. This can be done for the currently open model or any other registered file.
  3. A Mapping Configuration can also be changed within Guardian’s Project Central.

Mapping Configurations on a Guardian Link Model

In beta

Guardian Link lets one company, the Primary Project Team, keep its Guardian standards and protections in force on a model while other companies, Linked Collaborators, work in it. On a Linked model, the Primary’s Mapping Configuration applies to everyone working in the model. Model Properties and Incoming Properties use the Primary’s mapping rules for every user, whatever company they belong to.

How Configurations Are Organized

In Mapping Configurations, Mapping Configurations are grouped by the company they belong to:

  • ‍Your company is listed first, with all of your own Mapping Configurations.‍
  • Each company you work with through Guardian Link is listed below yours. A company’s section shows only its Mapping Configurations that are assigned to at least one Link-enabled model where your company is a Linked Collaborator, including Links your company hasn’t accepted or reviewed yet. The list doesn’t require a Linked model to be open.

What Linked Collaborators Can and Can’t Do

These apply to every Linked Collaborator user, including Company Administrators and Project Administrators:

  • ‍Review the Primary’s configuration. You can open the Primary’s Mapping Configuration for the open model and see its rules.‍
  • Edit your own configurations. Your company’s Mapping Configurations stay fully editable, even while a Linked model is open.‍
  • The Primary’s configuration is read-only here. From the Mapping Configurations dialog, you can’t rename or delete the Primary’s configuration or edit its rules. You also can’t assign a different Mapping Configuration to the open model, or create a new one from it.

The Show Dialog Exception

There’s one way a Linked Collaborator can add to the Primary’s rules: through Incoming Properties. Transactions are part of the Primary’s Project Configuration, so the Primary’s Transactions settings decide what Linked Collaborator users see when content is loaded into the model. If the model has Model Overrides for Transactions, those take precedence over the Project Configuration. The Primary’s own administrators always see the Incoming Properties dialog.

  • ‍Show Dialogs (full mappings): Incoming Properties appears for every user in the model, including Linked Collaborators. Mapping rules they create or update are saved to the Primary’s Mapping Configuration.‍
  • Show Dialogs (one-time mappings): Linked Collaborators can map incoming properties, but the mappings aren’t saved.‍
  • Silent Mode: Known mappings are applied in the background, and no rules are added.

Linked Collaborators can add rules to the Primary’s Mapping Configuration

When a Transaction is set to Show Dialogs (full mappings), rules a Linked Collaborator adds are saved to the Primary’s Mapping Configuration. They apply to every model that configuration is assigned to, not just the Linked model, and they stay in the  configuration if the Link ends.

To keep full control of your mapping rules, set your Transactions to Silent Mode or Show Dialogs (one-time  mappings) before enabling the Link, and check whether the model has Model Overrides for Transactions or assign the Linked model its own Client/Project Standards Mapping Configuration.

For the Primary Project Team

Having Linked Collaborators doesn’t change how you manage your own Mapping Configurations. Your Company and Project Administrators can create, edit, and assign them as usual.

When a Link Ends

If the Primary ends the Link, every company goes back to the Mapping Configuration its model had before the Link. A session that’s already open picks up the change the next time the model is opened.

Mapping rules a Linked Collaborator added through Incoming Properties stay in the Primary’s Mapping Configuration.

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