Mapping Configurations

In This Article

• Overview
• Getting Started with Mapping Configurations
• Create and Edit Mapping Configurations
• Create and Edit Mappings in a Mapping Configuration
• Assign Project Administrators to Mapping Configurations
• Apply Mapping Configurations to New Registered Models
• Change the Mapping Configuration on an Existing Registered Model

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:

Create and Edit Mapping Configurations

Create a New Mapping Configuration

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.

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.

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.

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.

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

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

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.