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Company Settings Course Introduction
The Company Settings course provides Company Administrators with in-depth guidance on configuring Guardian’s company-level settings that apply to all projects and users.
Course Objectives
The material presented in this course will teach you:
Learn how to configure company – level User Commands Learn how to customize and configure Guardian’s manual and automatic file registrations for all Revit files types: Families, Project Templates, Non-workshared models, and Workshared Models. Learn how to customize Guardian with the firm’s branding and manage update notifications. Learn how to enable data access to Guardian Backstage.
Course Prerequisites
To participate in this training course, you should have a basic understanding of the following:
Getting Started
Approximate Duration: 11 Minutes
Tips:
Turn off your phone, and close your email, text, and social media apps.
Plug headphones or earbuds to your computer.
Go Full Screen when watching videos.
Project Configurations Course Introduction
Guardian’s Project Configurations is a powerful feature that applies Guardian’s proactive protections to all project models. Project Configurations perform like templates, automatically applying Guardian’s protections when a new project model is registered with Guardian. In addition, any change to the settings within the Project Configuration will automatically propagate in all models with that Project Configuration applied. This provides live control of project models.
Learn strategies for establishing and configuring Project Configurations. Learn how to configure each of Guardian’s Custom Interactions features, such as Protected Pins, rules – based protections, and Sync Traffic Control. Learn how to configure Guardian’s User Commands protections, create Command Messages, and about Guardian’s three protection modes: Monitor, Guide, and Prevent. Learn how to customize Guardian’s capabilities to process and clean content inserted into project models. Learn how to provide Project Administrators modify privileges to individual Project Configurations.
Company Settings
Approximate Duration: 65 Minutes
Workset Manager Course Introduction
Guardian’s Workset Manager addresses two distinct limitations of Worksets- Consistent creation and naming of Worksets and the placement of elements onto the correct Worksets. Workset Manager allows Company Administrators to create predefined Workset Sets that function as a template and can be automatically created when work sharing is enabled. Workset Manger can also automate the placement of modeled elements onto the correct workset.
Learn how to create Workset Sets that can automatically create all necessary worksets for the project model when work sharing is enabled. Learn how to utilize rules-based automations to place modeled elements onto the correct worksets without user input. Learn how to “lock out” worksets to prevent modeled elements from being placed onto the incorrect worksets.
Project Configurations
Approximate Duration: 13 Minutes
Getting Started with Guardian Course Introduction
In this course, you will learn how to get started using Guardian on projects.
All about the Administrator Setup How the Administrator Login works Navigation through Guardian Company Settings Overview with Guardian User Commands Overview An overview of Guardian Customer Interaction Overview
None
Approximate Duration: 22 Minutes
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